Allpay Dosh EPoS Till Скачать руководство пользователя страница 20 | Manualshive

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Allpay Dosh EPoS Till Скачать руководство пользователя страница 20

allpayPublic DQR 0.1

DRAFT

20

6.3

Manage Users

Once created, accounts relating to the parent / guardian, pupil and EPoS till users may be managed

directly through the EPoS till. Account management includes the ability to perform the following

tasks:

Search allpay Dosh database for live accounts (parent / guardian or pupil)

Edit account details

Assign swipecards

Assign RFID tags

Enroll fingerprints

Generate / reset web logon credentials

Manually Credit Account

Remove accounts

To access the Manage Users, follow the steps below:

1.

Log into the EPoS till as a Power User or Administrator (see

5 Logging into the EPoS Till

).

2.

From the main menu, select

Users

>

Manage Users

.

Fig 22

3.

To locate a specific account, use one of the following methods.

By Swipecard:

Swipe a parent / guardian or pupil swipecard

By RFID Tag:

Touch the RFID reader with a registered media

By Fingerprint:

Place finger in the biometric reader

By Surname:

Tap the text field and use the on-screen keyboard to type a surname

4.

If specifying a surname, hit

Search

and select the appropriate name from the list. Otherwise

continue to next step.

5.

Perform the appropriate action from the options provided.

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Содержание Dosh EPoS Till

Страница 1: ......

Страница 2: ...ID Scanner Optional 7 4 4 3 Biometric Reader Optional 8 4 5 Power On 8 4 6 Power Off 8 4 7 Hard Reset 8 5 Logging into the EPoS Till 9 5 1 Receiving Your EPoS Till Logon Account 9 5 2 Logging In 9 6 U...

Страница 3: ...g Cash 23 7 3 Pay Using Combined Cash Account 24 7 4 Refund Transaction 25 8 Reports 27 8 1 Accessing Reports 27 8 2 Report Layout 27 8 3 Available Reports 28 8 3 1 Current Balances 28 8 3 2 Transacti...

Страница 4: ...When paying for an item at the EPoS till pupils may identify themselves in one of three ways Swipecard registered against a user account Contactless Card using Radio Frequency Identification RFID Biom...

Страница 5: ...ew allpay Dosh accounts managing individual school settings managing access to EPoS tills and producing reports The school and parent web portal is available at the following website address www allpa...

Страница 6: ...ser and the customer 4 1 EPoS Till Hardware Layout Fig 1 Optional devices that may be connected to the EPoS till include RFID Scanner Biometric Scanner All connections including mains power network an...

Страница 7: ...When all transactions are completed the unit can be moved back to a position where a network connection is available This allows the transactions processed earlier to be synchronised to the central se...

Страница 8: ...The EPoS till should now power on When successful you will hear an audible alert and the Power Indicator will turn green 4 6 Power Off 1 If logged into the EPoS till from the homepage select Quit 2 Fr...

Страница 9: ...see 2 3 School and Parent Web Portal Upon receiving logon credentials the Power User may log into the web portal and create further user accounts All subsequent account credentials once created are d...

Страница 10: ...nt for use with the allpay Dosh system through the EPoS till 6 1 1 Register New Parent Guardian Details 1 Log into the EPoS till as a Power User or Administrator see 5 Logging into the EPoS Till 2 Fro...

Страница 11: ...number for account 9 character min Account Name Name of meal account e g pupil first name and surname no spaces Overdraft Amount Overdraft permitted on account if applicable Fig 8 6 Select Activate Sa...

Страница 12: ...nked account 5 Using an unregistered swipecard swipe the card or enter the 19 digit number manually Fig 9 6 Select Assign Save 6 1 4 Assign RFID Tag 1 Log into the EPoS till as a Power User or Adminis...

Страница 13: ...count will be submitted electronically to the nominated email address entered during registration 6 1 6 Resetting Web Logon Once a web portal account has been created and logon credentials issued pare...

Страница 14: ...message see Fig 12 Fig 12 5 Select Yes to permanently delete the account 6 1 8 Deactivate Parent Guardian Swipecard 1 Log into the EPoS till as a Power User or Administrator see 5 Logging into the EP...

Страница 15: ...gging into the EPoS Till 2 Locate and manage the appropriate parent guardian account see 6 3 Manage Users 3 Select Accounts 4 From the list tap the name of the desired meal account 5 Tap Credit Balanc...

Страница 16: ...From the main menu select Users New Pupil 3 Tap each text box and use the onscreen keyboard to complete see Fig 17 Fig 17 4 Tap Save when complete the record entry 5 To continue the process proceed to...

Страница 17: ...gn Save 6 2 4 Assign Pupil RFID Tag 1 Log into the EPoS till as a Power User or Administrator see 5 Logging into the EPoS Till 2 Locate and manage the appropriate pupil account see 6 3 Manage Users 3...

Страница 18: ...represented by a green tick see Fig 20 Fig 20 6 Repeat the process a further 3 times To enrol a fingerprint the biometric reader must make 4 consecutive successful scans Any issues reading a finger p...

Страница 19: ...s Free School Meal Daily Allowance Daily contribution value toward meals Daily Spend Limit Maximum spend limit of pupil per day Emergency Meal Limit Number of emergency meals allowed Max Corrections R...

Страница 20: ...cess the Manage Users follow the steps below 1 Log into the EPoS till as a Power User or Administrator see 5 Logging into the EPoS Till 2 From the main menu select Users Manage Users Fig 22 3 To locat...

Страница 21: ...er User Administrator or Caterer see 5 Logging into the EPoS Till 2 From the main menu select Sales Fig 23 3 Using the identification methods available locate the appropriate account By Swipecard Swip...

Страница 22: ...osh account continue to 7 1 3 Account Payment If paying by cash proceed to 7 2 Pay Using Cash If paying via combined continue to 7 3 Pay Using Combined 7 1 3 Account Payment 1 If successful the screen...

Страница 23: ...he appropriate products from the list and select Pay see 7 1 2 Product Selection 4 Tap Cash and input the value of the cash given see Fig 26 and Fig 27 Fig 26 Fig 27 5 Select OK Confirm Payment 6 The...

Страница 24: ...see 7 1 1 Account Identification 4 Select the appropriate products from the list and select Pay see 7 1 2 Product Selection 5 Select Cash or Account and input the partial value to be tendered The rema...

Страница 25: ...ll 2 From the main menu select Sales 3 Identify the account to be used see 7 1 1 Account Identification 4 Select Payment Method see Fig 30 Fig 30 5 Tap View Transactions 6 A list of transactions most...

Страница 26: ...ave Fig 32 9 If voiding a transaction select Yes to proceed otherwise continue to next step 10 If the maximum number of refunds limit has been reached for the institution and or the user a warning may...

Страница 27: ...y follow the steps below 1 Log into the EPoS till using an account with administrative privileges see 5 1 Logging In 2 From the main menu select Reports 3 Choose the appropriate report from the list a...

Страница 28: ...to specify a date range 8 3 2 Transactions Upon specifying a specific data range it is possible to view a comprehensive list of transactions between those dates These transactions include debits and c...

Страница 29: ...ted fully are summarised in the abandons report Details contained within the report include the product customer and caterer 8 3 8 Free School Meal Eligibility In certain circumstances pupils may be e...

Страница 30: ...Once installed further options may be added or removed dependant on requirements To access the list of available products follow the steps below 1 Log into the EPoS till using an account with adminis...

Страница 31: ...w Parent Guardian Edit Parent Guardian Details Delete Parent Guardian details Register New Pupil Edit Pupil Details Delete Pupil Details Enrol Fingerprint Assign Swipecard Assign RFID De activate Acco...

Страница 32: ...istake A If a mistake is made before confirming the transaction the transaction can be modified or cancelled completely If the transaction has been confirmed refer to 7 4 Refund Transaction for more i...

Страница 33: ...ated meal account see 6 1 2 Link Pupil to Meal Account Q How do I activate or deactivate an overdraft limit A Overdraft limits exist in case funds are unavailable but are deactivated on each meal acco...

Страница 34: ...34 Telephone and email support is available from allpay during office opening hours Office opening hours are 8 30am to 5 30pm Monday to Friday Please call 0844 381 9230 or email doshsupport allpay ne...

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