INTEGRATED EFTPOS. Integrated EFTPOS & Your POS 1.How to process a Savings/ Cheque EFTPOS...
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Transcript of INTEGRATED EFTPOS. Integrated EFTPOS & Your POS 1.How to process a Savings/ Cheque EFTPOS...
INTEGRATED EFTPOS
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
1. How to process a Savings/ Cheque EFTPOS transaction.
Double touch the SO POS icon on the desktop to open (if required).
1. How to process a Savings/ Cheque EFTPOS transaction.
Log into the SO POS with your username and password.
1. How to process a Savings/ Cheque EFTPOS transaction.
Scan items or add scripts to the sale.
1. How to process a Savings/ Cheque EFTPOS transaction.
Press “EFTPOS” and enter the tender amount.
1. How to process a Savings/ Cheque EFTPOS transaction.
The customer must now swipe their card on the Pin Pad.
1. How to process a Savings/ Cheque EFTPOS transaction.
The customer must now select their account on the Pin Pad.
1. How to process a Savings/ Cheque EFTPOS transaction.
The customer must now enter their pin number on the Pin Pad.
1. How to process a Savings/ Cheque EFTPOS transaction.
A notification to indicate the transaction was approved appears.
Press “OK” to finalise.
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
Log into the SO POS with your username and password.
2. What a “Declined” Savings/ Cheque transaction looks like.
Scan items or add scripts to the sale.
2. What a “Declined” Savings/ Cheque transaction looks like.
2. What a “Declined” Savings/ Cheque transaction looks like.
Press “EFTPOS” and enter the tender amount.
The customer must now swipe their card on the Pin Pad.
2. What a “Declined” Savings/ Cheque transaction looks like.
The customer must now select their account on the Pin Pad.
2. What a “Declined” Savings/ Cheque transaction looks like.
The customer must now enter their pin number on the Pin Pad.
2. What a “Declined” Savings/ Cheque transaction looks like.
2. What a “Declined” Savings/ Cheque transaction looks like.
A notification to indicate the transaction was not approved appears.
Press “OK”.
2. What a “Declined” Savings/ Cheque transaction looks like.
You are returned to the Tender Screen.
From here you can select a different tender type as appropriate.
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
Log into the SO POS with your username and password.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
Scan items or add scripts to the sale.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
Press “EFTPOS” and enter the tender amount.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
Enter the cash out amount here.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
The purchase amount and cash out amount will display separately (as shown).
The customer must now swipe their card on the Pin Pad.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
The customer must now select their account on the Pin Pad.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
The customer must now enter their pin number on the Pin Pad.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
A notification to indicate the transaction was approved appears.
Press “OK” to finalise.
The cash draw will now open to allow you to give the cash to the customer.
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
Log into the SO POS with your username and password.
4. How to process a Credit Card transaction.
Scan items or add scripts to the sale.
4. How to process a Credit Card transaction.
4. How to process a Credit Card transaction.
Press “Credit Card” and enter the tender amount.
4. How to process a Credit Card transaction.
The customer must now swipe their card on the Pin Pad.
4. How to process a Credit Card transaction.
The customer must now select their account on the Pin Pad.
4. How to process a Credit Card transaction.
The customer must now enter their pin number or press “OK” on the Pin Pad.
4. How to process a Credit Card transaction.
If “OK” was pressed on the Pin Pad, then a docket will print for the customer to sign.
If the signature matches the card, press “Yes”.
4. How to process a Credit Card transaction.
A notification to indicate the transaction was approved appears.
Press “OK” to finalise.
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
Log into the SO POS with your username and password.
5. What a “Declined” Credit Card transaction looks like.
Scan items or add scripts to the sale.
5. What a “Declined” Credit Card transaction looks like.
Press “Credit Card” and enter the tender amount.
5. What a “Declined” Credit Card transaction looks like.
The customer must now swipe their card on the Pin Pad.
5. What a “Declined” Credit Card transaction looks like.
The customer must now select their account on the Pin Pad.
5. What a “Declined” Credit Card transaction looks like.
The customer must now enter their pin number or press “OK” on the Pin Pad.
5. What a “Declined” Credit Card transaction looks like.
If “OK” was pressed on the Pin Pad, then a docket will print for the customer to sign.
If the signature does not match the card, press “No”.
5. What a “Declined” Credit Card transaction looks like.
A notification to indicate the transaction was approved appears.
Press “OK” to finalise.
5. What a “Declined” Credit Card transaction looks like.
5. What a “Declined” Credit Card transaction looks like.
A notification to indicate the transaction was not approved appears.
Press “OK”.
5. What a “Declined” Credit Card transaction looks like.
Press “OK”.
5. What a “Declined” Credit Card transaction looks like.
You are returned to the Tender Screen.
From here you can select a different tender type as appropriate.
Integrated EFTPOS & Your POS
1. How to process a Savings/ Cheque EFTPOS transaction.
2. What a “Declined” Savings/ Cheque transaction looks like.
3. How to process a Savings/ Cheque EFTPOS Transaction with “Cash out”.
4. How to process a Credit Card transaction.
5. What a “Declined” Credit Card transaction looks like.
6. How to do an Integrated EFTPOS “Settlement".
6. How to do an Integrated EFTPOS “Settlement".
Log into the SO POS with your username and password.
6. How to do an Integrated EFTPOS “Settlement".
Press “Settle EFTPOS”.
6. How to do an Integrated EFTPOS “Settlement".
Press “Cutover” then “OK”.
6. How to do an Integrated EFTPOS “Settlement".
The settlement will print on the POS receipt printer.
Press “OK”.
How to tell if EFPOS is currently active
The Green Triangle indicates EFTPOS is currently active.
Integrated EFTPOS & Your POS
Final Tips:
• How to tell EFTPOS is active.
• How to stop and start EFTPOS (if required).
• How to tell if EFPOS is currently active.
The Green Triangle indicates EFTPOS is currently active.
• How to stop and start EFTPOS (if required).
To start; double press the “Start EftposPlus Enterprise” traffic light.
To stop; double press the “Stop EftposPlus Enterprise” traffic light
