PC-EFTPOS Integrated User Guide. - bank accounts, credit ...

1 Albert PC-EFTPOS Integrated user guide commonwealth bank | 1 AlbertPC- eftpos Integrated user 20162 | commonwealth bank Albert PC-EFTPOS Integrated user GuideAlbert PC-EFTPOS Integrated user guide commonwealth bank | 3 Introducing Albert PC-EFTPOS Integrated 41. Getting Started 5 What is Albert PC-EFTPOS Integrated ? 5 Getting to know the hardware 5 Configuration Options 72. Working with Albert PC-EFTPOS Integrated 8 Power ON/OFF 8 Charging Albert 8 Recognising Albert s alerts 9 Status Bar 9 Changing passwords 11 Setting up Communications and POS 113. Payments on Albert PC-EFTPOS Integrated 12 Purchases Swipe and EMV with PIN/Signature 12 Purchases Contactless (total purchases amount less than $100) 12 Purchases Contactless (total purchases amount above $100) 12 Purchases Low Value Payment (LVP) 13 Purchases with Cashout 13 Cashout 13 Purchases Manual Entry (Damaged Card) 14 MOTO (Mail Order/Telephone Order) 15 Refund 15 Cancelling Refunds 16 How to obtain a duplicate receipt 16 Setting the manager refund limit 16 Settlement Manual Settlement 16 Pre-Settlement/Cumulative Totals 16 Shift Totals Report 16 TMS logon: 164.

2 PIN Entry on Albert PC-EFTPOS Integrated 175. Accessibility 18 Accessible Mode 18 How to use Accessibility Mode 186. Caring for Albert PC-EFTPOS Integrated 19 Caring for your device 19 Need help? 19 Contents4 | commonwealth bank Albert PC-EFTPOS Integrated user GuideIntroducing Albert PC-EFTPOS Albert PC-EFTPOS Integrated , the portable and secure Integrated payment solution for your is easy to set up and use for all your customer WiFi, USB & Ethernet connectivity options, you can use Albert in a way that suits Albert to suit your business, and keep your data safe with password allows people who are blind or have low vision to complete secure PIN re here to helpIf you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a PC-EFTPOS Integrated user guide commonwealth bank | 51.

3 Getting StartedWe ve designed Albert to be easy to navigate and is Albert PC-EFTPOS Integrated ?Albert PC-EFTPOS is a Point of Sale (POS) based solution that uses middleware ( PC-EFTPOS ) to process and pass transactional messages between the device and point of sale. It gives merchants the ability to have a simple Integrated solution comparable to CommBank s IPP350 product. Features: Connects POS Software to the Payment app on the Albert Terminal Data, status and instructions driven by the POS Operates terminal using the POS Register rather than the Albert Terminal keypadBenefits: Accepts card payments quicker and easier Reduce errors, no re-keying of transaction amount data Connects to one printer with a single customer receipt Automatic reconciliation between Terminal payments and POS data Increased control and oversight ( refunds, MOTO, discounts)Getting to know the hardwareRear viewMerchant Feedback lightPrinter doorReceipt perforatorPower buttonMerchant Context Menu button6 | commonwealth bank Albert PC-EFTPOS Integrated user GuideSide viewPrinter door releaseCover for micro USB and power outletsCard readerAlbert comes with three card readers for different customer payment options.

4 Follow the prompts when using the Payment app. For swipe: Use the magnetic strip card reader at the top of the device. For tap: Use the contactless NFC card reader at the top of the screen. For insert: Use the chip card reader at the bottom of the swipe cardApp bankSettingsPaymentSplit BillCash CounterDaily IQ Open TabCommunity GiverAppAppAppApp100%7:133 GFor tap cardFor card insertBusiness Platinum AwardsAlbert PC-EFTPOS Integrated user guide commonwealth bank | 7 Configuration OptionsAlbert PC-EFTPOS Integrated comes in both Pole Mounted and Portable Albert PC-EFTPOS with Pole Mount Uses POS as the primary communication Connection to POS via USB or Ethernet No printer, cable connection via 3-in-1 cable, pole mount included 2. Albert PC-EFTPOS Portable Uses POS as the primary communication Connection to POS via WiFi, connects to CommBank for authentication via WiFi In-built printer, pole mount optional Flat back AlbertThis includes:8 | commonwealth bank Albert PC-EFTPOS Integrated user Guide2.

5 Working with Albert PC-EFTPOS IntegratedPower ON/OFF To Power On, press and hold the Power button until a light turns on in the yellow corner. To Power Off, press and hold the Power button until the Power off pop-up appears and select Ok. To Reboot, press and hold both the Power button and Menu button for 3-5 seconds until the screen goes black. To Force Shutdown, press and hold the power button for 8-10 seconds until the screen goes lightPower buttonCharging AlbertSwitch onPress and hold the Power button to switch on lightPower buttonWake upIf Albert is switched on but the screen is blank, press the Power button offPress and hold the Power button until the prompt PC-EFTPOS Integrated user guide commonwealth bank | 9 Charge Albert with a dock1.

6 Connect the charging cable to the Place Albert on the Albert without a dock1. Remove the power outlet cover on the left side of the Connect the charging cable to the power Albert s alertsMerchant Feedback light The LED Merchant Feedback light changes colour and flashes to indicate warnings, errors, processing and has multiple sounds for warnings, errors and messagesAlbert uses on-screen messaging to let you know what you need to do Context MenuAccess all the different app functions here, or move between apps and the home screen. To open, press the Merchant Context Menu button on the back right corner of the device, or swipe down the screen using two fingers. To hide, press the Merchant Context Menu button or swipe up the | commonwealth bank Albert PC-EFTPOS Integrated user GuideStatus BarShows connection method for Albert PC-EFTPOS Integrated to 1: 3G, POS online connected via USBE xample 2: WiFi, POS offline connected via USBS tatus bar icons and what they meanIconConnectionPOS online POS connected POS offlinePOS not connectedEthernetWiFiUSB3G (reception and provider)Navigating Between home and apps: Tap an icon to open an app from the Albert home screen.

7 To leave the app, tap Home in the Merchant Context Menu. Within apps: All apps have their own navigation buttons. To find out how to navigate within a CommBank app, see the relevant user guide . Navigation buttons: On pages where the Navigation Bar appears, tap the Back or Home buttons to move ButtonHome ButtonNavigation barAlbert PC-EFTPOS Integrated user guide commonwealth bank | 11 Changing passwords1. Two-finger swipe down or press the Merchant Home button to bring up the Merchant Context Press Go into the Settings Select Options under Enter the Manager Select Change Option to change Manager and/or Operator Enter current and new passwords and press OK .Setting up Communications and POSR efer to Albert PC-EFTPOS Installer guide : Connecting to Ethernet, WiFi, 3G USB Driver Installation Connecting to POS using: USB, WiFi, Client Common Terminal Error Messages12 | commonwealth bank Albert PC-EFTPOS Integrated user Guide3.

8 Payments on Albert PC-EFTPOS IntegratedPurchases Swipe and EuroPay MasterCard Visa (EMV) with PIN/Signature1. Initiate purchase transaction on If transaction has tipping flag on, and on-screen tipping is enabled, customer can enter tip either using Percent Tip (percentage slider) or Manual Tip (manual digit input) on Swipe or insert the Select the account type Cheque , Savings or credit .5. Enter PIN and press OK or press sign if this is allowed by the Wait for processing to be Remove card when prompted by terminal if card was Verify signature on printed signature receipt if the transaction required a signature. Press [Yes] to approve or [No] to decline on Transaction is approved. Note:Merchant receipt is printed for signature transactions.

9 For POS/External printer, customer receipt is always Contactless (total purchases amount less than $100)1. Steps 1-2 as per Purchases Swipe and EMV with PIN/Signature .2. Tap card on contactless reader, indicated by the tap Green contactless indicators will light up sequentially if card has been read successfully and is being Transaction is Contactless (total purchases amount above $100)1. Steps 1-3 as per Purchases Contactless (total purchases amount less than $100).2. Enter PIN and press ok .3. Transaction is PC-EFTPOS Integrated user guide commonwealth bank | 13 Purchases Low Value Payment (LVP)If transaction qualifies as LVP and the card determines that PIN entry is not required, PIN entry is bypassed if it is a credit Steps 1-2 as per Purchases Swipe and EMV with PIN/Signature.

10 2. Swipe or insert the Select the account type Cheque , Savings or credit .4. If card was tapped, account type will default to credit with no account selection Wait for transaction to be with Cashout 1. Purchase and cashout amounts are If transaction has tipping flag on, and on-screen tipping is enabled, customer can enter tip either using Percent Tip (percentage slider) or Manual Tip (manual digit input) on In the tip entry screen, the cashout line is not Cardholder presses OK after entering tip and card presentation screen will show all Purchase, Cashout and Tip Swipe or insert the Select the account type Cheque or Savings .7. Enter PIN and press OK . 8. Transaction is :You cannot use cashout with Tap to Pay, MOTO (Card not present) or manual payment purchase transaction with cashout on add an existing email account, tap the input field to enter the email address and password.