POS:The Next Generation / Windows 7How to Order Software Installation

Tammy Kauffman

March 26, 2013 - 2:00pm Central Time

Call In Number: (866) 266-3378

Conference ID: 2818903029

Password: 0326

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Agenda:

• Confirm & Order Hardware– POS/CMS– Back Office– Credit Card Pin Pads

• Sign-up with Merchant Link– Obtain NWSO #

• Complete POS/Win 7 Readiness Questionnaire• Installation & Pricing• Training

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Required Hardware

• POS/CMS– Windows 7 License

• rp5700 CPU• rp5800 CPU

• Back Office – dc5800– 6000 Pro– 6200 Pro– 6300 Pro

All Equipment can be purchased or leased from TUPSS On-line Supply and Equipment Ordering System. https://opis.mbe.com/

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Required Hardware Continued……

• Credit Card Pin Pad w/signature capture.– MX830– MX915

All Equipment can be purchased or leased from TUPSS On-line Supply and Equipment Ordering System. https://opis.mbe.com/

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OMNI 7000 No longer available for purchase Not Compatible with Windows 7 or the new POS: Xstore VeriFone will cease support of the Omni 7000 as of Dec. 31, 2014

MX830 Compatible with both current POS and new POS: Xstore systems No Chip and PIN support (future requirement expected October 2015) The MX830 is available for those locations that may need to replace their PIN Pad device prior to receiving the new XStore software.

MX915 ONLY COMPATIBLE WITH THE NEW POS SOFTWARE SYSTEM, Xstore. Supports Chip and PIN (future requirement expected October 2015) View more information about the MX915 features and warranty.

Key Dates: Oct. 1, 2013 – PIN Pad required for each POS system in all centers Dec. 31, 2014 – Omni 7000 sunset, no longer acceptable for payment card transactions Oct. 1, 2015 – Chip and PIN support requirement

POS: The Next Generation Timeline

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03/31/2013 Franchisee with convention sign-up must have installation complete (Due to Install delays these stores should be installed in May 2013) 08/31/2013 Tier 2 installation pricing closes 09/01/2013 Tier 3 installation pricing opens 10/01/2013 Signature Capture / PIN Pads required for all centers 10/11/2013 All centers should have readiness questionnaire complete 03/31/2014 Tier 3 installation pricing closes 03/31/2014 All centers must have Windows 7 / Xstore installed 03/31/2014 VeriFone Omni 7000 no longer supported 04/08/2014 Microsoft ends support of Windows XP 10/01/2015 MasterCard and Visa require Chip & PIN for retailers

DROP DEAD DATE> SEPT 30, 2013POS HARDWARE

WINDOWS 7 LICENSE – FOR OLDER rp5700

QUICKBOOKS PRO 2013

MERCHANT LINK ACCOUNT SETUP 7

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Merchant Link

Merchant Link is a payment gateway provider that securely provides tokens a surrogate value in place of cardholder account numbers that can be stored by the franchisee. After Merchant Link has verified and processed your completed agreement, they will provide you with a NWSO number that you will need in order to complete the Readiness Questionnaire from Netfor.

Here are the steps to get started: Download the Merchant Gateway Services AgreementComplete and submit the agreement to Merchant Link

Email or fax as per the instructions at the bottom of the agreement. You must send in all pages of the agreement.

Receive your NWSO numberLook for an email from Merchant Link to arrive within 7 business days of submitting the agreement. The email will include your NWSO number needed for the Readiness Questionnaire. If you do not receive the email after 7 business days, contact Merchant Link at SSP-SupportTUPSS@merchantlink.com.

Windows 7 Readiness Questionnaire:Access the Windows 7 Readiness Questionnaire through the MBE Technical Support Self Service Portal. •https://techsupport.mbe.com/login?referer=https://techsupport.mbe.com

/ •1. Enter Email account •2. Enter Password (Store 10 digit phone number) •3. Click Login •For help call tech support

800-546-8008

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Information Needed for Readiness Questionnaire:

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Merchant Link NWSO #Primary, Secondary POS & Back Office Model #’sPrimary, Secondary POS & Back Office Hard drive sizePrimary, Secondary POS & Back Office (Windows 7 ready)?Primary, Secondary POS & Back Office Size of MemoryCredit Card Pin Pad Model #’s Printers: Copiers, desk-jet printers, Endicia printers, USAA ScannerPOS VersionMailbox Manager VersionQuickBooks Pro 2011 or newer VersionAdditional Software (Additional Cost to install)

Win 7 / POS Next Generation Installation & Payment Options>>

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Windows 7 / Xstore Installation Pricing

Sign-up date Primary POS

Secondary POS

Back Office

Tier 1: 9/2012 - 10/2012

$400 $275 $175

Tier 2: 11/2012 - 8/2013

$450 $300 $200

Tier 3: 9/2013 $575 $350 $225

Tier 4: Standard Price (after 03/2014)

$650 $400 $250

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$850.00

$950.00

$1,150.00

$1,300.00

3rd Party Software – Additional Install Fee

XStore & XCenter Training Resources

WBT’s / User Guides• Meet your Xstore • Xstore: Processing transactions 1 • Xstore: Processing transactions 2 • Xstore: Customer Relationship Management • Meet your back office • Back Office: Customer Management • Back Office: Employee Management • Back Office: Till Management and Monitoring Sales • Meet your Xcenter Admin • Xcenter Admin: Configuration

Xstore user guide

Xstore manager guide

Xcenter Admin user guide

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POS-THE NEXT GENERATION RESOURCES

The UPS Store Hub>Technology>POS: The Next GenerationFAQs•Windows 7®/MICROS - Retail POS Installation Pricing - FAQs (.pdf)•POS: The Next Generation - New Features and Process Changes•POS: The Next Generation - Timeline and Cost Summary

Training Resources•POS: The Next Generation - XstoreTM and Xcenter Training Resources (.pdf)

•The Learning Center: Searching for XstoreTM POS Training (.pdf)

•POS: The Next Generation - Xcenter Admin User Guide (.pdf)•POS: The Next Generation - Xstore User Guide (.pdf)•POS: The Next Generation - Xstore Manager User Guide (.pdf)•POS: The Next Generation - Xstore Reports Guide (.pdf)

Additional Resources•Micros-Retail Xstore End User License Agreement (.pdf)•POS Readiness Questionnaire QRG (.pdf)•POS Readiness Questionnaire Checklist (.pdf)•POS Preparing for Your Install (.pdf)•POS Corporate Defined SKUs (.xls)•POS Customer Group Discount (.pdf)•Pin Pad Compatibility Worksheet (.pdf)•Item/SKU Request Form (.xls)•Activate, Price, and Set Tax for Corporate-defined SKUs in the POS/CMS (.pdf)•Deactivate SKUs in the POS/CMS (.pdf)•Identifying Center-defined SKUs by Profit Center in the POS/CMS (.pdf)•Xstore Security Privileges (.xls)•Merchant Link Information•The UPS Store Royalty System Instructions (.pdf)

• Royalty System Instructions: Stamp and Metered Mail Reconciliation (.pdf)

PCI Security StandardsPCI Security Standards are technical and operational requirements set by the PCI Security Standards Council (PCI SSC) to protect cardholder data.

RECAP:

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1. Order Any Equipment / Software Needed2. Apply for Merchant Link Account3. Receive Merchant Link NWSO # Email4. Complete Win 7 Readiness Questionnaire5. Pick Installation Day Choices6. Pick Installation Payment Choice (1payment or 3 payments)7. Finalize Questionnaire8. Receive Email letting you know if the questionnaire is approved or

unapproved9. If unapproved you will be directed to fix any issues and resubmit the

questionnaire10. If approved you will be notified of the approval with details of when you

should hear from Netfor to schedule the install11. Everyone in the Store Needs to take Training Tutorials prior to

Installation

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QUESTIONS?If you have questions when you begin this process – Contact Your Area Representative for assistance.

Tammy Kauffman 281-743-2350Pamela Smith 713-724-0461Robert Summers 713-724-1797Scott Wolden 713-724-0289

Thank You for Attending the Webinar!