V9.0 Merchant Interface Previews

April 2009

Merchant User Reset Password

• Merchant Users who correctly answer a Security Question and has a valid email address will be able to reset their password.

• After v9.0 is released, when the guest logs in they will be brought to a screen that asks for their email address and security question.

Store Managers Considerations

• You may want to instructon what email addressand security question/answerto use.

Reset Password Process

1) Click Forgot Password 2) Enter Username 3) Answer Security Question

4) Email sent with new temporary password

5) Login with temporary password

Changes to Left Nav

• Left NAV links are now dynamically generated based on the logged in users permissions

• This has been done to reduce the dreaded 403/404 Error page (see examples)

1) Store Manager 2) Customer Service 3) Super User

Changes Related to Dynamic Left Nav

• Fewer links active in Main Body– Customer Service and Store Admin are now just headings– Use Left Nav links to access detail functionality

• Removed links for Stored Value Reports Menu, Loyalty Reports Menu, and Guest Analysis Report From Left Nav.All reports are located on the report menu.

• Logout page is now branded and has Left Nav

Custom Permission Groups

• In V9.0 it is possible to create custom permission groups, example

– Create a new group for your store managers or CSRs

– Add reports or other links that they would find valuable

– After launch, if you decide all 200 store managers need an extra

permission, you can simply add to the permission group and all

users get this permission.

Edit Permission Groups on User Page

• Permission Groups can be edited directly on the USER page.

• Store Permissions still need to be restricted from the Edit Store Permissions page.

POP Calendars For Reports

Click on calendar

Click on Date

Close Store

• Stores Can Be Closed Centrally(closer store link on store page)

• Closing can be scheduled or instant

• All security agents removed from the Connectivity Status page.

• All transactions from store will be denied

• Store removed from CSR pull down lists.

• If a name change is desired (e.g. adding “zclosed –“ in front of the current store name)for reporting it must be done manually.

• Campaign transactions and expirations can still be attributed to this store (enrollment store feature in campaign tool is used)

Guest Website Options

• Any page can be moved up and to left or remain centered.• A new single branded link available with three major features• Access by your prefix http://mikespizza.pxsweb.com

Verifone Terminal Improvements

• Variable menus : Gift, Loyalty, or All• Dial-up status ping improvements

– Reduce terminals that show red on connectivity status page• Phone lookup when guest forgot their card

– Configurable: Add Points, Balance Inquiry, Redeem Rewards, Media Exchange

1) Click purple button 2) Enter Phone # 3) Choose Matching User

Sell Loyalty Card On Website

• For use with paid for loyalty programs

• Guest purchases single loyalty card and pays with credit card

• Card partially registered with ship to info

• Guest presented with link to complete their registration

• Note: requires Paypal Payflow Pro account