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1. Ist PaUpes Tip This can also be exported to a spreadsheet Product Hub Settings In the Hub Settings is currently used only for selecting a time zone and turning Daylight Saving time on eee ATAT F 10 08 AM 7 m lt secure 1stpaygateway net C an cy Employee Management Manage Employees lt Back to Product Hub Settings Timezone GMT 06 00 Chicago Auto Adjust for Daylight Savings Time 1stPayPOS App Printer Setup Before completing the printer setup make sure you have already named the printers See pg 24 Each printer must be connected to the same router network that is providing the iPad with its Wi Fi connectivity 1 Tap on the bar to the left and you will see a pull out menu Tap Settings 38 stPauUpes Menu seco ATAT F Recent Transactions Cash Management Reporting Tip Adjustment Settings Help Go To Portal Go To Product Hub Get Portal Updates tos BOX L Top Sign Out 2 Tap Printers eee ATST F lt Menu Settings OFFLINE MODE Force Offline Mode 3 Tap Star Printer 39 Ist PaUpes Printers coon ATAT F 4 Tap Configure Printer esco ATAT F lt Printers Star Printer Star TSP 143LAN Thermal Receip For iOS devices iPhone iPad iPod touch For Android devices Contact your sales office for list of compatible devices Product Features Connects via Ethernet
2. ee ee ee ee ee eS SS 9 IstPaUpes 1 Tap on the bar to the left and you will get a pull out menu eseese ATAT F 9 08 AM Item Qty Unit Price Subtotal Discount Total Subtotal Discounts Tax 1 100 G first25 0 00 0 00 0 00 0 00 Yogurt st Tax Favorites Testing Ta Sn 2 Tap Go to Portal esso ATAT F Recent Transactions Cash Management Reporting Tip Adjustment Settings Help Go To Portal Go To Product Hub Get Portal Updates tO LsL BDO XL Topp Sign Out The app will bring up the browser Safari and automatically log you into the portal You will arrive at the dashboard screen from there you can select Reports Inventory or Settings 10 Ist PaUpes seses ATAT F 10 53 AM 100 G A secure 1stpaygateway net ga 0 cs 1stPayPOS Portal IstPaveus My Account iniiai Account Rotal 8280490009280575 00 y ft Dashboard il Reports Inventory Settings Reports Tap the Reports tab There are several different reports that are available in the portal 1 Sales Report 2 Payment Report 3 You Report 4 Inventory Report 5 Restaurant Report My Account hriba Assina Mote ROORMOO ATT OO a Wineorory ASettings Hal Salet Suererary 7 m 0771973 La 07719713 Inventory Select the Inventory tab This is the 1st of 2 Inventory sections within the portal The main Inventory button at the top allows you to add products 11
3. http MyistRewards com a Temporary Password uavw82886 Your participation in or acceptance of the benefits of the istPayPOS Gift and Loyalty Card Program Program constitutes your agreement to and acceptance of the Terms of Use which may be viewed at MyistRewards com Terms Please note There is a 2 hour delay in posting of Loyalty Rewards If another Loyalty Customer is set up using an email address that already exists the customer will receive an email with just the web link The email will exclude the temporary password Log in to your account at un http MyistRewards com Your participation in or acceptance of the benefits of the istPayPOS Gift and Loyalty Card Program Program constitutes your agreement to and acceptance of the Terms of Use which may be viewed at http MyistRewards com Terms Please note There is a 2 hour delay in posting of Loyalty Rewards 112 Ist PaUpes After logging in the customer will be prompted to change the temporary password received via email Change Password Old Pasaword New Password Repeat New Password They will be able to customize their Loyalty profile Kenney Ray Profile Data v First Name Ray x Last Name Kenney Loyalty Summary Address 1 Address 2 Rewards 0 Items Loyalty Type Visits Zip Code Last Txn N A Please note There is a 2 hour delay in posting of Loyalty Rewards Loyalty CIM Ref 59891089 Birthday Jan
4. Optional Date Based Rewards v Visits To Earn Rewards _ 10 Visits t Free item I 5 Visits 1 Free ttem Ole Visite Frea Itern s Mawr om Prina nf Fran therm 86 IstPaupes You will see a warning on the Loyalty Settings page Once they select the loyalty program they will use it cannot be changed later after the first redemption Loyalty Settings IMPORTANT PLEASE MAKE YOUR SELECTIONS CAREFULLY e Loyalty Settings are locked and cannot be changed after your first loyalty redemption e A loyalty redemption is when a customer makes a purchase and redeems a loyalty reward such as a free item dollar reward or percent discount reward Date Based Rewards can be added or removed at any time e Refund Policy can be updated at any time We recommend disabling Aggregate Line Items in POS Portal Payment Settings if you are using the Visits Style with free item rewards or if using Free Item Date Based Rewards Visits Loyalty Select a Loyalty Style Visits a To Earn Rewards 10 Visits 1 Free Item 3 5 Visits 1 Free Item Visits Free Item s Maximum Price of Free Item Points v Refund Policy 0 Days You must choose how many visits equal a free item and the refund timeframe for rewards There is a 1 day delay in posting Loyalty Rewards but rewards are not available until the Refund Policy timeframe has elapsed 87 Points Loyalty Points a To Earn Points
5. 1 Spent 1 Point 1 Spent 10 Points Spent Points To Earn Rewards 100 Points 5 Reward 250 Points 10 Reward Points Reward Refund Policy 0 Days You must choose what dollar amount equals how many points and the refund timeframe for rewards There is a 1 day delay in posting Loyalty Rewards but rewards are not available until the Refund Policy timeframe has elapsed IstPaUpes The Optional Date Based Rewards can be used in addition to the Visits or Points reward system for special occasion rewards such as birthdays You can set a minimum purchase or a date based reward Optional Date Based Rewards Available in Addition to Visits or Points Rewards i e Birthday Anniversary Allow Rewards amp Date Based Rewards in Same Ticket Birthday Reward Name eg 10 Discount eg 5 00 Discount Free Item 5 00 Maximum Price of Free Item Date Based Reward Settings e g 5 00 Minimum Purchase Applies to Discount Only Valid 15 Days Before Valid 15 Days After 1 Tap Save after you have setup your Rewards program 1stPay POS IstPaygs My Account Initial Account Retai 2804900682004 O03 ogot first r Date Based Rewards in Same Ticket Dashboari Staren te Poin Rawerd Nama To Earn Points Decount 1 Spert 1 Poirt Discount 1 Sceni 10 Ponts Free tem Spent Points eg 4 0 Maximum Price of Free ltem To Earn Rewards Date Based Reward Sett
6. TSTPAYPOS DOWNLOA Doinini eE AREE a AATE a aE 4 ACTIVATION iiss EEE E E EE E EEE EEEE EE 6 LOGGING INTO APP ainiin ea net ees een A eee ee ee eee a 8 TSTPAYPOS OR Aa aarp ea N E a ces E E 9 REPORTS cri E ss cuemsouueseatveteumeessneeeys 11 INVENTORY cri cece ces nan emcee nee nsee wpnineta semen sadians suiae uoaucany dametn sonencauastcnudenssamexssnecsanese ence ueussatausceeccesaceuentueais 11 INVENTORY CATEGORIES ccs dcp ce coepenesce setae smecy eases see ects ns doasccbestvaus test ye dcssuten dente ezstscsesnnevestpeccesoomecaresyeceaseeteeaceretenyeuetneapcctecgeeececcor 12 INVENTORY ADDING INVENTORY se ecaepee cease ec cn tec tes sae ects cca veces bestece doesn acteirem ton tlnnscestce sebenzveseneute oocecanstueecosexenna dens tesetengeeitigaeeteeer 14 INVENTORY MODIFIERS ogee essen ccccetyeceece eve saecyedeeuten see xeatesensesa teaetaus dese deesttrunssastondeestaucoeuusestyeveccorueanesyetcacesteuacesyipeseuetn encctetceencecsecr 15 INVENTORY DISCOUNTS sspsnirein sin priina aani aeaea See ae a a ee 17 INVENTORY RETORN QUEUE eee eee en ee i ee ee ee 18 SETTINGS arinira Oi a e E aE a O eaaa 19 no SH yd ES E i a E E E A NE A E T ee E TE E E T ne eee 19 nS a 1 E D T E EA E E A A ee E A E E TOE E E eee T E oe eee 20 SETT REG I ee E E eee eee eee eee 21 DOE TINGS A YB AENA OEN IEN NA E E A A E E AAAA 22 DEE PITTING ea E E O D D BS P E NA AEA AE AA A NA A A 23 SETTINGS INVENTORY MANAGEMENT sce seccpcoscecestcseseccscsestiessesct
7. 4 00 Redeem gt Birthday Reward N A Birthday Not Entered ai Cards on File Add Gift Card 99 stPauUpes If the user doesn t have access to edit rewards they will get a Manager Override prompt asking for the manager to enter your PIN Manager Override Enter override pin 5 The Edit Rewards box pops up The Available Visits or Available Points and Available Rewards can be adjusted Tap Save Edit Rewards Available Visits 0 Available Rewards Adjust a Cs New Balance Adjust increase Decrease New Balance a en ee am 100 stPauUpes 1stPay App Adding Cards to Loyalty 1 After searching for a Loyalty Customer tap on Add Gift Card f Customer Detail Curtis Gaines Phone 817 317 7125 Email curtis gaines first american net Loyalty 5465439 Loyalty amp Rewards 100 Points Until Next Reward Available Rewards Reward 2 A pop up asks you to either swipe the gift card or manually key in the card Add Gift Card Swipe or Manually Key in Gift Card Numb 101 IstPauUpes The gift card appears in the Cards on File section Customer Detail Curtis Gaines Phone 817 317 7125 Email _curtis gaines first american net Loyalty 5465439 Loyalty amp Rewards Edit Rewards 100 Points Until Next Reward Available Rewards Reward Earning Loyalty Rewards 1 To add loyalty rewards to a customer search for the
8. 9 21 06 AM Successfully Clocked In 45 IstPaUpes Processing Transactions There are five options for processing transactions 1 Sale 2 Refund 3 Voice Authorization Force 4 Gift Card Balance Inquiry and 5 Create Loyalty Account The App will be defaulted to Sale To select another type of transaction tap the Sale button at the top right of the screen iPad gt 11 05 AM 7 38 stPat POS Q Item Search Q Loyalty Search mer urtis Item Qty UnitPrice Subtotal Discount Total 0 00 Discounts 0 00 Tax 0 00 Sale T 0 00 Refund Voice Authorization Payment Gift Card Balance Inquiry i Create Loyalty Account 1 Select the category and the item within that category eeeee ATST F 9 54 AM 100 G jstPaygp E Item Qty Unit Price Subtotal Discount Total Subtotal 0 03 Baja Chicken 1 03 0 03 0 00 0 03 T ADD Cheese ADD Bacon NO Onions NO Tomatoes Discounts 0 00 Tax 0 00 T 0 03 aid i Mini Add to Don t Add 46 Ist PaUpes Gift Card Balance Inquiry If you select Gift Card Balance Inquiry they will be prompted for the gift card number Gift Card Balance Inquiry Swipe Card or Enter Card Number Hold Orders The Hold button allows you to place sales on hold and retrieve them later or add items to it IstPaupes The sale that is on hold will appear in the on hold section
9. All Accessories Included in the Box High Speed Throughput 22 Receipts per Minute Reliable Guillotine Cutter Drop in amp Print Paper Loading Real Time Status and Error Report Alerts Embedded Power Supply Horizontal amp Vertical Use Recessed Cable Connections Windows Linux and Mac OS X Drivers Included Revolutionary futurePRNT Receipt Design Software Included Add Images Logos Coupons Merge Images and More Enhance Barcodes Add Keywords to Trigger Coupons or Vouchers Replace Text Preview the Receipt Design before Printing Included Internal power supply Ethernet interface power cables complete mounting kit paper roll full set of software utilities to redesign receipts add logos coupons etc 40 stPauUpes 5 The app automatically identifies the available printers SP742 is the Kitchen Printer and TSP143 is the receipt printer Tap on SP742 STR 001 to setup the kitchen printer If you have 2 kitchen printers the model name will appear twice lt Star Printer Configuration 6 The printer names that were previously created see pg 24 will appear Select the name and tap Save If you have 2 kitchen printers tap Print Test Receipt to ensure that the correct name is associated with the correct printer sooo ATAT F lt Configuration Configuration CHOOSE PRINTER NAME TYPE Print Test Receipt 41 stPaupes 7 The
10. Tax Rate FI 6 500 Tx 8 250 Tip You can add the UPC SKU code by using the barcode scanner 70 IstPauUpes Reporting Cash Management Cash Management allows you to put cash in and take cash out to keep the cash register balanced Note Not enabled by default can be enabled in portal settings 1 Tap on the bar to the left to access a pull out menu Tap Cash Management eeoee ATEST F Q Recent Transactions Cash Management Reporting Tip Adjustment Settings Help Go To Portal Go To Product Hub Get Portal Updates tes BDX Sian Out 2 You must enter the amount of cash being put in the drawer at the beginning of the day by using Opening Cash eeeee ATST F lt Menu Cash Management gP S 3 NG CASH Pay Out EXISTING PAY OUTS PAY INS Ist PaUpes 3 You can put the exact bill denominations and tap Done ssec ATAT F lt Cash Management Denominations BILLS 100 00 50 00 2 20 00 5 10 00 5 5 00 6 1 00 10 COINS 0 25 14 0 10 30 0 05 50 0 01 100 Total 300 00 4 Pay In is used for adding additional cash to the register seses ATST F lt Menu Cash Management OPENING CLOSING CASH Closing Cash EXISTING PAY OUTS PAY INS Tz stPauUpes 5 Enter the amount of additional cash being entered into the register and tap Save e0ece AT amp T F lt Cash Management Pay In Save Amount OPTIONAL FIELDS To Fro
11. 05 04 PM Batch number 029001 for First American 0S Qaf Batches 1 29 2014 5 05 04 PM aP Batches 1 28 2014 5 05 03 PM Batch number 027001 for First American Batch 1 27 2014 5 05 03 PM ches IVEMID 27 Batches hn for Fi rican M 1 26 2014 5 05 03 PM Datehne Date meine fae Diet Ameneiman VACATE IEA A CAN me Product Hub Employee Management Employee Management allows you to create and edit logins for employees such as employees and managers 1 Tap Add New Employee sooo ATAT F 10 06 AM 97 a lt secure 1stpaygateway net G Bi O 1stPay POS Employee Management logout first25 ali Reports Settings lt Back to Product Hub ENA Employees Search by Name Add New Employee NIS Clockedin Username LastName First Name Edit Employee Information View Hours _ KimmyM dit View Deployment Antonio vd first25 35 IstPauUpes 2 Create a username PIN and specify whether or not this employee is a manager The Manager option gives that user access to every function of the app The 1stPayPOS Settings allow you to customize user app settings Note without a transaction center password an employee will not be allowed to log into the portal employee management or Transaction Center via computer eeeeo ATAT F 10 07 AM 2 97 w lt A secure 1stpaygateway net res i C Employee Management Edit Employee Username Antonio First Name Last Name Last
12. 123 90 stPauUpes 1stPay App Customer Setup after Sale After a sale is completed you are also able to add customers to your loyalty program at that time 1 Tap Create Loyalty Account IstPaugss Subtotal Tax Tip Total 0 50 0 00 0 00 0 50 AMOUNT PAID 0 50 Q CHANGE DUE 0 00 How would you like the receipt amp Print Receipt gt 2 To save time you only need to add phone and an email address to quickly set up a customer Create Customer Loyalty Account Next Fields in red are required Hide Keyboard qagwwihe fF rite yvgufi fog pe ARSPoOE FE cua Fu k Ge return izixicivisegntiug i t 123 123 The customer will receive an email with the website https My1stRewards com and a password to complete your Loyalty account setup There is about a 2 hour day delay in posting Loyalty Rewards but rewards are not available until the Refund Policy timeframe has elapsed 91 Ist PaUpes Product Hub Editing a Loyalty Customer Editing a Loyalty Customer can be done within the Product Hub or within the 1stPay app 1 After accessing the Product Hub tap on Gift Card amp Loyalty 2 The customer s page comes up Tap the Edit button for that customer IstPaugs My Account ritial Account Retail 280490003290475 001 ogon tess A Dashboard F Stataments Nd Naw Customer port OSY Saach by Name Phone or Email me Phone LastTxn Profile
13. 5 M Phone 856 546 7788 Login Email rkenney 1stpaygateway net Email Address rkenney 1stpaygateway net hange Email Gender Male Female Not Provided Loyalty Enabled Disabled Cancel Save Changes N 113 stPaUges They will be able to add cards to their account IstPauias Kenney Ray Profile Data Cards on File x The customer will be able to see their Loyalty Rewards JstPaygs Kenney Ray Profile Data v 8 Visits Until Next Reward Available Rewards Reward Free item 0 Items _ Birtnday Reward 5 00 of 5 00 exp 0107 2014 min purchase of 10 00 Please note There as a 2 hour delay m posting ot Loyalty Rewards Transaction Summary gt 114 stPaUges The customer will be able to track your purchases Individual items will not be shown Kenney Ray Profile Data Cards on File v Recent Transactions No Transactions Gift Card Balances To check gift card balances enter the gift card number and enter the CAPTCHA security code Press Submit IstPayges Sa Loyalty Login Check Gift Card Balance p Gift Card 6280020002665685 Email Address rkenney 1stpaygateway net Password seeeesseo Em Enter the words 2373 Forgot Password above x Get Audio Help Submit 115 Ist PaUpes The balance and purchases show jstPauges Card Details Gift Card sxe s Gift Card Bala Tr
14. AM 100 GD gt m secure 1stpaygateway net moO ecd 1stPayPOS Portal IstPaugas My Account nia Account Reta 6280480002200478 00 1 Dashboard wl Reports inventory Settings Return Queue Return to Inventory Select Select Date Order ID Product Quantity Employee Reason All All 2 3 2014 0302102036380880 Baja 1 fist25 Customer Did Not Want J Yes Ne 11 07 44 Chicken AM Save Changes JZ 18 Ist PaUpes Settings Select the Settings tab Settings allow you to set the tax amount tips receipt header etc Settings Tax 1 In the General Tab tap Add Tax Rate You can set up your state s tax percentage or a nearby state s tax amount eeeno ATAT F 1 04 PM 100 D lt P secure 1stpaygateway net 6O 1stPayPOS Portal My Account initial Account Retail 6280490003290475 007 R Dashboard ail Reports inventory Settings Settings Call Center Processing Tax Settings Sales Tax Tax Name Tax Rate Default Tax Rate 19 IstPaUpes Settings Tip You should check the options you want The default Tip Percentage is only for retail Tip Prompt Automatic Tip is for restaurant gratuity eee ATAT F 9 58 AM I w lt A secure 1stpaygateway net a A x 1stPayPOS Portal IstPaugas My Account initial Account Retail 6280490003290475 00 ail Reports E Inventory Settings Payment Reason Codes inventory gs Cal
15. Click here Login 29 Ist PaUpes 2 You will be taken to the Product Hub Tap 1stPayPOS to access the portal Employee Management Transaction Center Gift Cards amp Loyalty Payment Page Builder 3 Once in the portal tap on Inventory from the top menu IstPaugas My Account intel Account Retai 6230490002290475 001 Dashboard ai Reports amp inventory Today s Sales Average Transaction of Transactions on 2 0 00 b gt 4 The Inventory is displayed Tap Bulk Create Inventory ox Quantity Reorder Last 30 IstPaUpes 5 Tap Download Sample Bulk Create Inventory Items e Fields must be in this order Parent Category Sub Category tem Name Description SKU UPC Price Cost Taxable Enabled Quantity on Hand Reorder Point Each field must be separated by a comma with one item per row e The data in each field may not contain commas The following fields must have values tem Name Price Taxable Enabled e NOTE If Parent Category is left blank the item will not display in the App If using a Sub Category you must also assign the item to a Parent Category lf Category Name is new the new Category will be created during the upload Price and Cost must be in decimal format no commas Taxable and Enabled fields must use a Y Yes or N No The upload file may contain up to 1000 items The file must be saved as a csy or bt file All
16. F 10 25 AM 100 Close X Current Cash Report Print TRAINING BUSINESS X CURRENT CASH REPORT 02 10 2014 10 25 AM Initial Account Antonio s iPad PAYMENT METHOD SUMMARY Cash of Transactions Amount Opening Cash 0 00 Net Sales 0 0 00 Pay Ins 0 0 00 Pay Outs 0 0 00 Expected Cash 0 00 Closing Cash 0 00 Cash Short Over 0 00 Credit Card Amount Net Sales 1 0 03 Gift Card Amount Net Sales 0 0 00 Total Net Sales 1 0 03 78 stPaUpes Reconciling 1stPayPOS 1stPayPOS is set to auto settle Z Closing Cash will not close the batch but it is necessary for clearing out the transactions to start a new shift or new day 1 Tap on the bar to the left to access a pull out menu Tap Reporting eooee ATST F Menu Q Recent Transactions Cash Manageme Reporting Tip Adjustment xX Settings Hep iL Go To Portal A oe Go To Product Hub D Get Portal Updates 2 Tap on Z Closing Cash Report esee ATAT LTE lt Menu Reporting SALES SUMMARY Today Yesterday This Week Last Week This Month Last Month REPORTS Tip Detail Report X Current Cash Report Z Closing Cash Report Accumulated Z Report Archived Z Reports Last 7 Days stPaupes 3 Tap Run Z Report Taping on Closing Cash will take you to Cash Management Z Closing Cash Report Would you like to enter Closing Cash Clasing Gash Run Z Report Gancel Not Allowed You currently have open
17. Reporting eooee ATEST F Q Recent Transactions Cash l Reporting Tip Adjustment Settings Help Go To Portal Go To Product Hub Get Portal Updates Fos 8 OK tb Sian Out 2 Tap Tip Detail e eees ATAT LTE lt Menu Reporting SALES SUMMARY Today Yesterday This Week Last Week This Month Last Month REPORTS Tip Detail Report X Current Cash Report Z Closing Cash Report Accumulated Z Report Archived Z Reports Last 7 Days 76 stPaUpes 3 The Tip Detail Report gives a list of transactions and tip amounts eeenc ATAT F 10 24 AM 100 m Close Tip Detail Report Print first25 Receipt Card Type Last 4 Subtotal Total 1002102637406257 VISA 6252 0 02 0 03 TOTAL 0 02 0 03 X Current Cash Report 1 Tap on the bar to the left to access a pull out menu Tap Reporting sooo ATEST F Q Recent Transactions Cash ei Reporting Tip Adjustment Settings Help Go To Portal Go To Product Hub Get Portal Updates tos BOALO Sian Ot 77 stPaupes 2 Tap X Current Cash Report eeees ATAT LTE lt Menu Reporting SALES SUMMARY Today Yesterday This Week Last Week This Month Last Month REPORTS Tip Detail Report X Current Cash Report Z Closing Cash Report Accumulated Z Report Archived Z Reports Last 7 Days 3 The X Current Cash Report gives a current total of transactions processed eeeno ATaT
18. SP742 name no longer appears It s been replaced by the name that was created Tap the TSP143 STR_T 001 printer eooe ATAT F lt Star Printer Configuration Search 8 The printer names that were previously created see pg 24 will appear Select the name and tap Save seose ATEST F lt Configuration Configuration Save CHOOSE PRINTER NAME TYPE Print Test Receipt 42 IstPaUpes 9 The original printer names have been replaced by the user s custom name iPad gt lt Star Printer Configuration Time Clock After logging in you is ready to setup the Ipad for your business You has a time clock within the app Subtotal 0 00 Discounts 0 00 Time Clock ae nnn Bon EnA 0 00 0 00 43 stPaUpes You can also access the time clock without logging into the app 1 Tap on the Time Clock button eee ATAT F 9 20 AM 93 G Time Clock Sign In 2 Type in the PIN created for that user by the manager eee ATAT F 9 21 AM 93 E Time Clock PIN L 44 stPaUges 3 After typing in the PIN it will say Clock in or Clock out sooo ATAT F 9 21 AM 93 D Time Clock first25 9 21 04 AM After Clocking In or Clocking Out it will show a successful entry with a time stamp and a green checkmark eeeno ATAT F 9 21 AM 93 E 5 Time Clock first25
19. customer in the Loyalty search field This attaches the loyalty customer to the sale so they can earn the rewards for the transaction The loyalty customer must be added before the sale is finalized iPad gt M 72 stPayzes gt O Item Qty Unit Price Discount Total Subtotal 0 10 ORDER NAME TABLE 1 Coke 1 0 10 0 10 0 00 0 10 T Discounts 0 00 Tax 0 01 ii 0 11 i a Enter Customer Name or Phone Number and Tap Search 102 IstPaUpes 2 The Loyalty Customer appears Tap on the customer s name iPad F stPauges 11 06 AM Item ORDER NAME TABLE 1 Coke Qty Unit Price Subtotal Discount Total Subtotal 0 10 0 00 0 01 Loyalty Summary Points Rewards 0 Gaines first american net 0 11 3 The customer s Loyalty profile appears The customer is now linked to the sale Tap Close Customer Detail Curtis Gaines Phone 817 317 7125 Email _curtis gaines first american net Loyalty 5465439 Loyalty amp Rewards 0 Points 100 Points Until Next Reward Available Rewards Reward a ee en ne ee 103 stPauUpes 4 The customer s name appears on top of the Sale section iPad gt 11 19 AM 72 jstPaygp em come Item Qty UnitPrice Subtotal Discount Total Customer Curtis Gaines Subtotal 0 10 Coke 1 0 10 0 10 0 00 0 10 T Discounts 0 00 Tax 0 01 T 0 11 Once the
20. each item in the inventory section See pg 14 seseo ATAT F 10 00 AM 2 97 w lt A secure 1stpaygateway net mm S 1stPayPOS Portal stPaugas My Account _ initial Account Retail 6280490003290475 007 ft Dashboard ull Reports Inventory Receipt Payment Reason Codes i i General Settings Call Center Processing Initial Account 490003290475 001 Inventory Management Activate Inventory Management Reorder Point Alerts Email Alerts Training department first Americ Separate multiple email addresses with a comma Text Message Alerts 2144354080 Separate multiple phone numbers with a comma Ist PaUpes Settings Restaurant The Restaurant setting has a few options for you to customize the POS system Batch Time Tax Tip Receipt Payment Reason Codes Inventory Restaurant amp i i i d l General Settings Dragon s Den Restaurant 980004075511 001 Restaurant Settings w New Table O Require New Table Require Table Number Require Number of Guests Guest Number Seat Number for Items Guest Description Split Check Save Changes 24 st PaUpes Settings Employees Employees in the Portal section have been relocated to the Product Hub Tap on the Blue Man and you will be taken there automatically eeeco ATET F 10 00 AM 3 97 ma E gt M secure 1stpaygateway net a D 6A 1stPayPOS Portal IstPaugas My Account initia Accou
21. is complete the app will appear on the home screen of your iPad 10 55 AM stPaupes Activation Before proceeding to activation please check your email for the activation email The email will contain the necessary information to activate the account For multi MID locations and or accounts with subusers be aware only the main account on the account will activate 1 Select Activate My Account Activate My Account Questions Call Us 2 Input the Transaction Center ID and User Name received via email Verify Account Refer to your Activation email and enter your account information Tip If you are unable to locate this information please contact Technical Support They can retrieve this information after verifying security information Ist PaUpes 3 You must then key in your 4 digit mobile PIN number If you have not created a mobile PIN you will need to enter the password you received in your email You will then be prompted to create a PIN IMPORTANT You should choose a PIN you will be able to remember This will be the PIN used to log into the App on future log ins at Ale LTE 10 07 AM 100 Activate Account Next Enter your 4 digit PIN Agree to Terms amp Conditions EN Agree to Terms amp Conditons 4 Next select the type of card reader being used The MagTek iDynamo option is also used for the iDynamo 5 Lightning Port which is not pictured in the app iPad
22. sale is complete the customer s phone number and email address are conveniently filled in IstPaygzsa Subtotal Tax Tip Total 0 10 0 01 0 00 0 11 AMOUNT PAID 0 11 Q CHANGE DUE 0 00 How would you like the receipt amp Print Receipt gt 104 Ist PaUpes Redeeming Loyalty Points 1 After searching for a Loyalty Customer tap Redeem on the customer Loyalty Summary screen iPad gt 2 01 PM 32 E jstPayges comme o EO Item Qty Unit Price Subtotal Discount Total T 2 00 Maddison garden 1 00 Loyalty Summary oo Gaines Curtis Points Reward 0 00 817 317 7125 curtis gaines first american net 2 00 ment rint 2 The customer s Redeem Rewards option pop up Tap the Available Rewards Redeem Rewards Curtis Gaines Subtotal 2 00 Select a reward by tapping the row Applied Rewards 0 00 Adjusted Subtotal 2 00 Reward Redeem Amt 4 00 105 IstPaUpes 3 The available reward is selected For Points Reward enter the Redeem Amount and tap Redeem Redeem Rewards Curtis Gaines Select a reward by tapping the row Available Rewards Subtotal 2 00 Applied Rewards 2 00 Adjusted Subtotal 0 00 Redeem y 4 The Redeem Amount in the Discounts field is deducted from the total sale amount Tap Payment to complete the sale iPad F 2 03 PM 32 E jstPaygg oo oe Item Qty UnitPrice Subtotal Di
23. you to modify an order i e add mayo no tomatoes etc 1 After editing an Item in the Inventory select Modifiers next to Item Details IstPayga My Account iaut Anooents Astal 280400008200475 00 Dashboard wWRepots ventory 5emmngs 15 d Ist PaUpes There are 3 types of Modifiers i Single Choice only modifies one specific option 1 Size small medium large Single Choice Options Must select one option from the group For Example Size Small Medium Large Copy Modifier Group Group Name Dau Sos a Option Name to item Price Default Option Sma req 0 00 0 Med 040 a 0 75 a ii Add on is used to add sub items to an item such as a hamburger 1 Add tomato add cheese etc Multi Choice Add On Options May select more than one Add On Option For Example Add Cheese 1 00 Add Lettuce 0 00 Add New Modifier Group Copy Modifier Group Group Name Add to a Option Name to Item Price Add Cheese 0 01 Add Bacon 0 01 Add Lettuce 0 00 16 Ist PaUpes iii No is used to refuse sub items on an item such as a hamburger 1 No lettuce no mayo no mustard etc Multi Choice No Options May select more than one No Option Inventory For Example No Cheese 1 00 No Lettuce 0 00 Categories Discounts Add New Modifier Group Burgers Don t Add v Group Name Don t Add Option Name to Item Price No Onions 0 00 No Mayo 0 00 No Mus
24. 0 AMOUNT PAID 0 00 J CHANGE DUE 0 00 How would you like the receipt 5 Print Receipt gt 8173177800 W lisa lippincott first american net Customer Facing Website The customer facing website allows the Loyalty Customers to access your account online and check your rewards This website also allows gift card customers to check your gift card balances Loyalty Login http My1stRewards com IstPauicas th Loyalty Login Check Gift Card Balance Gint Card aft NUn Email Address rhenney gai stoay gateway net gt Enter the words Forgot Password above 111 stPaupes After you add a customer to the Loyalty program the customer will receive an email with the web link and temporary password Message Bn ji E o _ x 493 KALP bte E Y A Se dy Related Reply Reply Forward Delete Moveto Create Other Block J Not Junk Categorize Follow Markas to All Folder Rule Actionsy Sender 7 Up Unread Select 7 Respond E ___ Actions o JunkEmal Options Find a a Welcome to MylstRewards Loyalty Program Message Plain Text y b im p aHaUsHa Hs n_i ERATEN E R til W noreply istpaypos com Sent Mon 4 28 2014 8 57 AM Curtis Gaines Subject Welcome to MyistRewards Loyalty Program Hello Curtis Congratulations You re now a member of MyistRewards Loyalty Program for First American LIVEMID Log in to your account at
25. 2 11 PM 100 4 lt Activate Account Configure Card Reader Done SELECT YOUR CARD READER FROM THE OPTIONS SHOWN HERE ONCE SELECTED IT WILL BE CONFIGURED NOTE IF YOU CHANGE YOUR CARD READER TYPE YOU MUST CONFIGURE IT IN SETTINGS CARD READERS MagTek iDynamo MagTek uDynamo KO 5 After activation you can log in with the mobile PIN you created N E ee Time Clock Sign In Logging into App 1 To log into the app you must input your 4 digit PIN eee ATAT F 9 20 AM 93 E jst PaUies Time Clock Sign In 2 You will be presented with a 3 page splash screen tutorial After going through the tutorial tap Close Ist PaUpes iPad F 718 AM 61 Ge stPau gee ee E ca item SGeorchfortem Qty Unit Price Subtotai Discount Total Transacten Type 7 Subtotal 10 75 Cottes 1 1 75 1 75 0 00 1 75 diin 1 2 50 2 50 0 00 s260T Discounts 0 00 _ Vegetanan Sandwich Ns sso sooo sesor Tax TebEdi 0 12 Crepe to Delete Hem Gerd be LoudltyC j Open Cash Droner Taw to Echt Hern as ee AN ee Delete Order gt Sr 10 87 Pree a Charge Ticket Orrershp ee oo ae wesc wwe thy Sides A EO m 3 The app will then ask to use your current location Tap OR 1stPayPOS Would Like to Use Your Current Don t Allow 1stPayPOS Portal The Portal allows you to set up the apps features such as tip tax and inventory
26. 2 26 47 PM 1 29 2014 5 16 38 PM 1 23 2014 1 54 10 PM 1 22 2014 10 42 50 AM 2 Tap Add Item to add a new product or tap Edit to edit an existing product seses ATET F 9 39 AM 96 E E y w secure 1stpaygateway net p co 1stPayPOS Portal stPaugas My Account initial Account Retail 6280490003290475 90 m Dashboard ail Reports inventory Settings ntory earch by Name Category Price SKU or UPC Bulk Create Quantity Reorder Last Category SKU onHand Point Cost Margin Markup Update Taxable abled 5 5 00 0 00 100 00 0 00 1 30 2014 Yes Yes Edit 4 08 38 PM 100 00 0 00 1 27 2014 Yes 2 26 47 PM 1 29 2014 Yes 5 16 38 PM 1 23 2014 Yes 1 54 10 PM 1 22 2014 Yes 10 42 50 AM 42 nnna 14 Ist PaUpes 3 You can assign an item to a category or sub category but the categories must be created before creating the product eee ATAT F 9 40 AM 96 m lt P secure 1stpaygateway net ef an cy 1stPayPOS Portal My Account initial Account Retail 6280490003290475 00 R Dashboard ail Reports inventory Settings Add Item Optional Required Optional O Yes ls this Item a Gift Card Tip You can also add bulk items from an Excel document by using the Bulk Create or edit items using Bulk Edit This can only be done through the Product Hub from a computer See page 26 for detailed Instructions Inventory Modifiers Modifiers allow
27. 4 Select the Void reason 5 iPad lt Back 0 05 Print Receipt Refund Items Void Order ORDER INFORMATION Date 05 19 2014 11 10 42 AM Receipt Number 190511384023807 Subtotal 0 1 Discount 0 1 Sales Tax 0 1 Total 0 05 Memo Username first25 PAYMENT INFORMATION Visa 5447 0 05 gt A pop up box will ask you if they want to print a receipt 59 stPaUpes Refund Transactions 1 Tap on the bar to the left to access a pull out menu Tap Recent Transactions eooee ATEST F Q Recent Transactions Cash Management Reporting wz gt Tip Adjustment xX Settings Hep Go To Portal oe Go To Product Hub D Get Portal Updates dm Sian Nit 2 Tap on the transaction you want to void eeose ATET F lt Menu Recent Transactions Search by Receipt or Customer Name 60 IstPaupes 3 The transaction information shows Tap Return Items Print Receipt Void Order Date 05 19 2014 11 10 42 AM Receipt Number 1905113840238065 Subtotal 0 05 Discount 0 00 Sales Tax 0 00 Total 0 05 Memo Username first25 PAYMENT INFORMATION pa Visa 5447 0 05 4 Select the Item you wish to return eseese ATEST F Back Select All TAP ITEMS FOR REFUND OR SELECT ALL 10 07 AM 100 E Select Items for Refund Next Refund Due 0 00 61 Ist PaUpes 5 You will also be prompted to enter the Quantity being returned After the quantity is ente
28. 475 00 w Menea L Lisa Profile Data Y Cards on File Type Card Number 1234567897664327 18 y Product Hub Editing Rewards 1 Below Cards on File tap Rewards The customer s rewards are displayed 2 Tap Edit Rewards My Account hitid Account Retail G28C4e0nN3290475 OO JstPauizs L Lisa Profile Data Cards on File Rewards Y SSS rs l v h 4 e N Se N rps ea s Crean 4 Visits Until Next Reward Reward 0 items Available Rewards Free Item Pleuse note There 5 a 2 Pour diay i posting al Loyalty Rewanty Transaction Summary Y 94 IstPaUpes 3 The Edit Rewards box pops up The Loyalty Balance points or visits and Available Rewards can be adjusted Tap Save iPad F O47 AM E 200 G lt secure Istpaygateway net Se O 3S Viewing Loyalty Customers Transactions Transaction Summary is an easy way for you to track purchases made by a Loyalty Customer It is not editable and it doesn t give a breakdown of the items on the ticket 1 Below Rewards tap on Transaction Summary istPaUges My ACCOUTIL initial Account Rotal 62804N0008200475 001 togoutfrsi25 De 1 Recent Transactions Start Date 05 01 2014 o End Date 05 0 2014 Transaction Type Sale Pisasse astm Thom io a 2 hour dolay in pesting of Loyalty Pansootians StPaupes 1stPay App Viewing a Loyalty Customer 1 From within th
29. Before finalizing a sale you can adjust the quantity amount add a discount or choose tax amounts These can be added to the entire sale or by line item 1 Discount Tap Discount and select the discount reason Not Charging seoce ATST F 9 38 AM JstPaugeg 2 Qty UnitPrice Subtotal Discount Total Veggie Done Item Veggie 1 0 03 0 03 0 00 2 Tax Tap Tax and select the tax percentage The tax percentage cannot be changed within the app but you can have several tax options setup in the portal cm 52 IstPaUpes JstPaygo Veggie 1 0 03 9 38 AM 0 03 0 00 Qty Unit Price Subtotal Discount Total 0 03 3 Y rt F Main Items ogu Testing Tax soups Favorites Misc Sale You can send items to the kitchen printer peere ATaT F IstPaUges Q Item Search Item Qty Unit Price Baja Chicken 1 0 03 ADD Cheese ADD Bacon NO Onions NO Tomatoes Sending Items to Item Printer Kitchen 1 Press the Print button and tap Send Items 9 55 AM Subtotal Discount 0 03 0 00 Print Check Cancel Print Check Print Check with Tip Line Total 0 03 T _ Not Charging gt first25 iis m i 0 03 Veggie Price Discount FI 6 50 100 D Subtotal 0 03 Discounts 0 00 Tax 0 00 Paymen 53 Ist PaUpes 2 You should type in the order name or table and the n
30. Four of SSN PIN Status Manager Transaction Center Password Merchant IDs Select MIDs 1stPayPOS Settings v Delete Employee Cancel Save Changes 3 In your MID s area tap Select MIDs to select your accounts the user can access and tap done when complete This allows the employee to have access to that location Employee Management Select MIDs Place a checkmark to enable a MID Remove a checkmark to disable a MID Account Type Description Merchant MID TID Enabled retail Initial Account 6280490003290475 490003290475 001 36 stPaUges 4 Inthe 1stPayPOS Settings area tap the down arrow You will see a list of permissions that can be given to each user Manager Transaction Center Optional e Select MIDs Transaction Permissions Sale Refund void Edit Item Price on Ticket Adjust Tax Rate on Ticket Delete Ticket Items Apply Discounts Open Cash Drawer cash Management Payout Payin View All Transactions Reports x Report Z Report Accumulated Z Report Reorder Products Create a Product from the application Product Hub Reports Reports in the Hub allow managers to view and edit time clock hours 1 Select the Start and End dates and tap Go eee ATST F 10 07 AM E y m secure 1stpaygateway net Employee Hours Start Date 1 27 2014 m End Date 1 31 2014 fal I amp Username Last Name First Name first25
31. Ist PaUpes Inventory Categories Setting up categories makes it easier to find products If you are going to use categories it is best to create the categories before creating the products inventory 1 Tap on the Inventory tab at the top to view or add products and categories eec ATAT F 9 39 AM 96 M E 5 H secure 1stpaygateway net eo oa Inventory Search by Name Category Price SKU or UPC Bulk Create Bulk Edit Quantity Reorder Last Category SKU onHand Point Price Cost Margin Markup Update Taxable Enabled 5 00 0 00 100 00 0 00 1 30 2014 Yes Yes 4 08 38 PM 2 Tap Categories on the left side of the page eee ATAT F 9 39 AM 96 i y M secure 1stpaygateway net U 6A 1stPayPOS Portal IstPaugas My Account nil Account Reta 6280490003290475 00 5 ff Dashboard all Reports inventory Settings Inventory Search by Name Category Price SKU or UPC Add item Bulk Create Bulk Edit Quantity Reorder Last Category SKU onHand Point Price Cost Margin Markup Update Taxable Enabled 5 00 0 00 100 00 0 00 1 30 2014 Yes Yes 4 08 38 PM 12 3 Tap Add New Category Ist PaUpes seseo ATST F 1 22 PM 2 Not Charging EE lt P secure 1stpaygateway net a DD 6 ct 1stPayPOS Portal stPaugas initial Account Retail 6280490003290475 00 v Categories Search by Name Category 4 You can also customize each category by color You can also creat
32. Number Date trar 7125 817 317 333 817 317 1234 3 The Profile Data section comes up You will be able to add additional information if needed such as birthday mt Lo 2 WB hieys secre A stpeyaatewny ne areco P MS Bw Bel Bm Sr So Be Sri Sr fi jstPauges My Account Inal Account Retail 11111111991111 DOr ly logout comectesndesro Kenney Ray Profile Data v First Wares Ray x Last Name Address Rewards items Loyalty Type Visite Lasi Ton Owsap01 Please verte There is aJ err telag n poeting of Loyalty Rewa OATI Banday jan Vl os wN 5710 606 5850 Login Email ray henne istpaypas com ray ReMey a 1Sipay pos com hanga Emilii maie gt Famaia Loyalty Enadied O Disadied mat Provided 92 IstPauUpes Product Hub Adding Cards to Loyalty If you have gift card services they can add a gift card to a Loyalty Customer as a way to track rewards I e Kroger Plus card 1 Below the customer information tap Add Payment Method in the section named Cards on File IstPayss My Account iitisi Account Petai AZAC42000I230470 OOL 2 You can choose the card type they want to add Gift Cards will not be offered They can then use the credit card as a way to track rewards this is optional 93 Ist PaUpes 3 Input the Card Exp Date and Zip code and tap Save My Account Initial Account Retas G25c4gcO03290
33. OS app tap and hold on a category or item essee ATST F 9 08 AM 100 ED Item Qty Unit Price Subtotal Discount Total Subtotal 9 99 Veggie 1 9 99 9 99 0 00 9 99 Discounts 0 00 Tax 0 00 T 9 99 pom A is 68 The screen will flip and turn into a blueprint page sesse ATT F Arn tan 4 Not Charging mD To Reorder Buttons Wee Drag and Drop into place Press and Hold until BEPA AN button changes color NI 2 Tap hold and drag the item into the desired position Tap Done eesse ATET F hae ae a To Reorder Buttons Press and Hold until PAN N button changes color Ri wi Ro toncrtalniow nse 9Y t es wee Drag and Drop into place Note When creating items you can move then to the front of a category in the app by checking the Move to Front checkbox in item edit 69 StPaupes Adding Inventory from App You can tap on the Add Item option to add items that were omitted during the initial setup 1 Tap Add Item seese AIST F 9 02 AM 100 GD IstPaugs Item Qty Unit Price Subtotal Discount Total Subtotal 0 00 Discounts 0 00 Tax 0 00 T 0 00 Yogurt ial avorites 2 You must key in all required information and tap Done to add the item to your inventory eevee ATET 9 03 AM Cancel Add Item Item Name SKU UPC Price Cost Category Pies Main Items italian Taxable
34. Report TARTING AND END DATES START DATE Today 3 11 PM Fri Feb 7 The combined report appears 82 IstPaupes eoee ATAT F Close TRAINING BUSINESS ACCUMULATED Z REPORT 02 06 2014 03 11 PM Initial Account Antonio s iPad PAYMENT METHOD SUMMARY Cash Opening Cash Net Sales Pay Ins Pay Outs Expected Cash Closing Cash Cash Short Over Credit Card Net Sales Total Net Sales PAYMENT METHOD DETAIL Cash 3 11 PM 72 a gt Accumulated Z Report Print Email Text of Transactions Amount 0 00 1 0 20 0 0 00 0 0 00 0 20 0 00 0 00 Amount 0 32 4 0 52 of Transactions Amount 83 are no Z Reports fo pecified date range Tip If there aren t any reports within that date range you will get an invalid selection error Signing Out Tap on the username at the top right of the app and tap Sign Out Users can also sign out through app menu seese ATET F ial JstPaUges Q Item Search Item Qty Unit Price Subtotal Discount Total _ Subtotal Discounts 0 00 l Tax 0 00 T 0 00 al ee Tip Employees must log out of the app in order to change servers 84 IstPaUpes 1stPayPOS Loyalty Setup Go To Product Hub The Product Hub allows you to access the Gift Cards and Loyalty setup 2 Tap on the bar to the left to access the menu options eoeno ATAT F Q Recent Transactions Cash Management Reporting Tip Adjust
35. STP AY APP US POM ER SE PUPA UE Ri Le Ee nurenunokiikis meinaan a a Nrada 91 PRODUCT HUB EDITING A LOYALTY CUSTOMER seiastisssevionsevsstichtnntiuncsbesistiasstsadistvbieonconiensdluatinesaustandeidtsinsdbbutvdnsebbeundsisbeieatuustiensivatinnstdeatiiuecs 92 PRODUCT HUB ADDING CARDS TO LOYALTY scsnssnncinsticssoxsansavwstinntdeitunstunewsdicsctsindeebionisetbleastsustiasducbans unddiedseastunsobbeunstesewadsuupteddtsebinastelcnebien 93 PRODUCT HUD EDITING REWARDS nimiraita rannira aaaea a iaaeaie inakaa aaa Ea 94 VIEWING LOYALTY CUSTOMERS TRANSACTIONS ssssssssssssseseeseeseeseeseesesseeseeseeaesseesesaeseessesaesaussesaesauseesaesensauseesauseusensauseusenseesensensenseeseas 95 ISTPAY APP VIEWING A LOYALTY CUSTOMER wtscsscceunsosnncaccdbncatdusseunddnctunsisausbundesinodsoudnsetbbtiassusbdnddivseasisbsvbndonveundvicsewassielipbonsiwalicacedeetiitues 96 ISTPAY APP EDITING A LOYALTY CUSTOMER onssssssssssssssssscssssssscessenssssenssnssnssssessenssnssnseacencsnouseseossoencensenesnonsoescensunsenssnoussenssnsnasenensensees 98 1STPAY APP ADDING CARDS TO LOYALTY scasuswesuicuvsccaruustsnketintanenstantiabindetstietania pamonee vabeuetiiansetadiqebiehettndukibeicuastadeenebinlaiurineussbestabua 101 EARNING LOYALTY REWARDS cic ccc cece taseotastbsinauadeacte wots tae beaelbanesbescpastealnaut nal stan bnineina ie tcmaubahd aebinbetu tas bdaldbateumvbnnda dakota tabauselianonoie 102 REDEEMING LOYALTY POINTS ates acta aetpens becserecemcct tn pach ontecislhcvn
36. TTI a o E E A A A E OE 52 SENDING ITEMS TO TEM PRINTER KITCHEN ccgsescecescsctscascctceccsnisstuteeaslsaccuebscetathsdadsunccesastasaisvacuc sabesaainrtadeciasbsdasissueiaisueselatstitdabantetocet 53 UTE Fa SIN eoin eE E E EE T E EEE E EOE EEEE EE EEI OE EAEE EEEN 56 WY CMD TRANSECT IN EA OA AN ETA A A EE E E AEA NTA oF REFUND TRANSACTIONS aces nlectc etree riaa riina aaiae iaiaaeaia berated tn wae aeriana kabai aaaeaii 60 PROCESSING OFFLINE TRANSACTION S wcsnnssinseausnaisiadunboune wetandstisenieniaenattiedetubiidbaxatvetbcake wandactasianuesatdagebauaeietuidagiadlreteatetniadnetiuieubyluheuniuintsaabuds 65 ARRANGING CATEGORIES AND TEMS sutsunstiiceintsatssicueccuiaomssnnt onetanannabcniatun veetwelhaiicastanieiwaieastawnonsesabdcqebiudelsbnubduatbueapebuneeseyautcusstaanadbuntoasbnut 68 ADDING INVENTORY FROM APP satccscuscsahcisatiejene vahdeacuahaupouestanaeuiotancaicboxiatuitgnsctiahontisestanteiwuistetnoiange ub disabvaubelubudaedtcuncapebndednetiueensetabaustbiedsinenn 70 REPORTING oooi E E E E E 71 E E n E E EE A EAT AE N AN NA NOAN A N AANE 71 UE TUM EA D AE ASAA E A NAA OA AEA A A A T 76 PESO E ASE EPO Ie EAA ENEE A AN E AE EA NTA AA 77 ASO GSP E E AAA ENEA OAA AA NAANA EA 79 SNINE OT ae a R A ceca aca ses S a e A E AA 84 ISTPAYPOS LOYALTY SETUP ics a aE a a T EEEN 85 COLOP RODUT UD arrn E eee eee eee ee ee ee eee 85 PRODUCT HUR CUSTOMER SETUD tsetse etal EEEE EEEE ENN NESE 89 LPA ATOT TON EO TP a ee eee eee ee ee eee ee cee 90
37. Tip If the hold doesn t appear on all iPads press the Home button to refresh the screen iPad 6 28 PM 55 m jstPags oo D M Item Qty Unit Price Subtotal Discount Total Subtotal 2 50 TABLE 2 Guest 1 Ad Description Seat WA Discounts 0 00 Yogurt Cup 1 1 00 1 00 0 00 1 00 T Smas Tax 0 15 Guest 2 Ad Description Seat N A Waffle Cone 1 1 50 1 50 0 00 1 50T Medium 2 65 fms Payment Tm chi ill iil i x Pad F 4 38 PM 58 mmh lt Back Tickets on Hold SERVER 1STPAYREST SERVER HEATHER SERVER KELLYC Swipe and hold Tap hold swipe customer s credit card It then plugs in the customer s name on card hit OR Hold Order Enter Table and of Guests FRASER THOMAS 48 IstPaUpes Send and Hold A quick way to send items immediately to the items printer The item s are sent right away and then placed on hold automatically under the username of the person who placed the order iPad 6 28 PM 85 WED jstPaygg oee otra item Qty Unit Price Subtotal Discount Total Subtotal 2 50 TABLE 2 Guest 1 Add Description Seat N A Discounts 0 00 Yogurt Cup 1 1 00 1 00 0 00 1 00 T Small Tax 0 15 Guest 2 Add Description Seat N A Waffle Cone 1 1 50 1 50 0 00 1 50 T Medium Hold Payment Print Yogurt gt F Cotd Drinks Cookies Hot Drinks Specialties Gift Card avorites On Hold Send amp Hold M Delete EAF 49 Is
38. We recommend that you download our sample ditesedit the file save to your computer and upload the revised file Do Upload File No file selected Cancel Upload 6 An Excel csv file will download Edit the file but do not delete any of the columns even if Paste 2 z BZ U m gt BS SB le Gene 4 0 00 Conditional Format X J Format Painter o Bx s L l 8 Formatting as Table Clipboard my Font ay Alignment af Number aj Styles c3 G f E A a o ee s ae 1 Parent Category Sub Category Item Name Description SKU UPC Price Cost Taxable Enabled Quantity on Hand Reorder Point 2 Desserts Cookies Oatmeal Cookie 0 04 Y Y 10 3 w 00 1 Jor e 31 stPaUpes 7 After saving your changes tap Browse You must browse for the file where they saved it by taping Browse Then tap Upload file name BulkItemUpload csv Bulk Create Inventory Items e Fields must be in this order Parent Category Sub Category tem Name Description SKU UPC Price Cost Taxable Enabled Quantity on Hand Reorder Point Each field must be separated by a comma with one item per row e The data in each field may not contain commas The following fields must have values Item Name Price Taxable Enabled e NOTE If Parent Category is left blank the item will not display in the App If using a Sub Category you must also assign the item to a Parent Cate
39. ansaction History Start Date 03012014 End Date 05 15 2014 Date Time Transaction Type ONIZ2004 2 28 39 PM Balance inqury ONOw2014 10 19 39 AM Sale 04 30 2014 08 28 29 AM Balance inquiry 04 30 2014 04 26 15 AM Sale 04 30 2074 08 25 52 AM Balance inquiry 043072014 06 26 44 AM Actvahon 116
40. c aaaea ene be canes ne blind ru muhenaseatenetbaceonsenanniaetanaeotenoln 105 REDEEMING LOYALTY VISITS serisinin araia aiaa aai aaa aiaiai aeaaeai bianna 108 CUSTOMER FACING WEBSITE wsecastnesccduiuiacagetsutjncntantensi cusses unnavuninnecieli cna viatiaasbuidbaniaivanausasuidarnstieiciuebaddanetind gutnuhenseaueniutawsana bint aelnibuhgucekintnewle 111 TO TE GI iceseirccira esi pegpzuvana E T E E E E E STU aRa nae ea NOS TENT 111 G7 RAO G 4 a ie nfo E eermenenee nome E mers tr renter crt per any ey ter trentere ert ite rrre ree erre er nert re ane era rary reer rere eee are terete eet veneer 115 Ist PaUpes 1stPayPOS download You must download the 1stPay app from the App Store You must have a pre existing Apple ID or you Can sign up during the setup of the iPad 1 Open up the App Store 10 50 AM 2 Type in 1stPayPOS in the search screen No Spaces or dashes Select 1stPayPos point of sale 100 1stpaypos poini Results istpaypos point of sale Best New Apps r GR A an eee oe Q W E R F Y U O P afsl olr ci ux six am 123 123 IstPauUpes 3 From within the App Store select the download button which will either be a Cloud witha down arrow or a box with an up arrow eeeee ATST F 10 51 AM 100 ED Cancel iPad Only Any Price All Categories By Relevance 1stpaypos pol jstPay istPayPOS Point of S 1stPayGateway LLC 4 When the download
41. ce Cost Taxable Enabled Quantity on Hand Reorder Point NOTE DO NOT EDIT THE ITEM ID ITEM ID IS FOR OUR SYSTEM USE ONLY Each field must be separated by a comma with one item per row e The data in each field may not contain commas The following fields must have values Item ID Item Name Price Taxable Enabled Price and Cost must be in decimal format no commas Taxable and Enabled fields must use a Y Yes or N No The upload file may contain up to 1000 items e The file must be saved as a csv or tt file MW We recommend that you download your inventory file edit the file save to your computer and upload the revised file Download Inventory File Upload File inventory csv Note ONLY use bulk edit to EDIT existing items DO NOT use to add new items 34 stPaUpes Product Hub Transaction Center The Transaction Center allows you to access transaction reporting the virtual terminal and various other features For questions regarding these features seek further assistance from Technical Support sooo ATST F 10 08 AM 1 97 w lt secure 1stpaygateway net res i cy Support 888 968 800 JOE Chat virtual terminal recurring billing user management security settings reporting metrics main options cim support lt Back to Product Hub aM Contact Support Delete Messages Gent mepes Mo Sjee EAE aP Batches Batch number 030001 for First American 1 30 2014 5
42. e Price Taxable Enabled Price and Cost must be in decimal format no commas Taxable and Enabled fields must use a Y Yes or N No The upload file may contain up to 1000 items The file must be saved as a csv or tt file as MW We recommend that you download your inventoryfile edit the file save to your computer and upload the revised file come ny Upload File No file selected _ Cancel Upload 33 jstPaupes 3 Edit the file but do not delete any of the columns even if unused wr i vues reencr _ oo Poemaning ar lente Mytes cipboare Font Alignment z Runber T Styles E c38 ie I Kemip item Name Description 5KU UPC Price Cost Taxable Enabled Quantity on Hand Reorder Point 2 57103 10 Gift Card i ON Y 3 63586 525 Gift Card 0o ON Y 4 15556 Apple G1 OY Y 12 3 5 2591 Apple Pie a1 oY Y 6 3 6 2607 Saja Chicken 0 1 O01 Y Y 10 3 7 2589 BBC Lays G1 GOLLY Y 6 3 8 26 Beet Soup G1 Q0 y Y 3 3 a 53535 Big Red Soda os oy Y 5 3 10 60579 Burger OL OY Y 10 2 i 3987 Buttercream o i ON Y 5 3 12 2603 Chicken Ot OMi yY Y 8 3 13 53554 Chicken sandwich ol 0Y Y 6 3 Y 5 3 ree gt gr u G LA F A o lt 4 After saving the changes tap Browse You must browse for the file where they saved it by taping Browse Then tap Upload file name inventory csv Bulk Edit Inventory Items Fields must be in this order tem ID Item Name Description SKU UPC Pri
43. e 1stPay app tap Loyalty Search at the top of the page next to the Time Clock button iPad 32 E JstPauges 2 o Item Qty Unit Price Discount Total Subtotal 2 00 Maddison garden 1 2 00 2 00 0 00 2 00 Discounts 0 00 Tax 0 00 T 2 00 M ee Enter Customer Name or Phone Number and Tap Search Q W E R w W U O P A S D F G H J K i Search Z X C V B N M 2123 2 Type in the customer name or custo phone number Tap Search iPad gt 0 32 E IstPaugey oe o Item Qty Unit Price Discount Total Subtotal 2 00 Maddison garden 1 2 00 2 00 0 00 2 00 Discounts 0 00 Tax 0 00 T 2 00 M Enter Customer Name or Phone Number and Tap Search 1 2 3 4 5 6 7 8 9 0 amp undo z ABC ABC 96 stPauUpes 3 The Loyalty Customer pops up and displays your rewards Tap on the customer s name iPad gt 2 01 PM 32 E IstPaUges X Item Search 8173177125 O curtis2 Item Qty Unit Price Subtotal Discount Total 2 00 Maddison garden 1 F 0 00 Loyalty Summary Points Rewards 0 00 0 wh Redeem gt 2 00 iyment 4 Amore detailed view of the customer s rewards appears Customer Detail Curtis Gaines Phone 817 317 7125 Email curtis gaines first american net Loyalty 2338453 Loyalty amp Rewards 5 Points Until Next Reward Available Rewards Reward Regular Reward 4 00 Redeem
44. e a sub category by simply f Dashboard My Account ull Reports inventory Settings assigning it to an existing parent category Delete Category secure 1stpaygateway net 9 45 AM 96 G e U ot 1stPayPOS Portal My Account _ initial Account Retail 6280490903290475 00 s4 Coa u At Dashboard ail Reports inventory Settings Name Dessert Parent Category Optional Status Enabled v Category Button Purple v Color Item Button Color Default 7 E Taxable No v Update All Items Yes Updates taxable status and item button color for all items in category i Select fom Fart a Update All Items Yes Updates item printer for all items in category Save Changes Tip When setting up the kitchen printer you need to assign the items that will print to the kitchen printer You must do the same if you create a sub category within a main category 13 Ist Pa Ue S Inventory Adding Inventory 1 Tap on the Inventory button on the left side to add view products eseco ATAT F 9 39 AM 96 G gt M secure 1stpaygateway net mods 1stPayPOS Portal i 6280490003290475 001v My Account intiai Account Retail 6280490003290575 001 4 f Dashboard ail Reports E inventory Settings Inventory Search by Name Category Price SKU or UPC Bulk Create Quantity Reorder Last Name Category SKU onHand Point Price Cost Margin Markup Update 100 00 0 00 100 00 0 00 1 27 2014
45. e in the Portal the app will ask you to Get Portal Updates You must select Get Portal Updates You can also tap the menu bar on the right and tap Get Portal Updates Would you like to Get Portal Updates Now Any orders in progress will be Product Hub The Product Hub allows you to access products offered 1 Tap on the bar to the left and you will get a pull out menu Tap on Go to Product Hub sooo ATAT F Q Recent Transactions Cash Management Reporting Tip Adjustment xX Settings Go To Portal 99 Go To Product Hub D Get Portal Updates a Sign Out 28 stPaupes sose AT amp T 10 04 AM 97 mm secure 1stpaygateway net an cy Product Hub IstPayPOS Employee Management Transaction Center Tip 1stPayPos will take you to the Portal Product Hub Inventory Bulk Create Bulk Create is used if you want to add to your current inventory or create a brand new inventory This can only be done through the portal from a computer by logging into the Transaction Center http 1stpaypos com login aspx 1 You must login using your Transaction Center ID username and password If you are unable to locate this information please contact Technical Support Transaction Center Management Console ISO Console Transaction Center Authorize void and credit transactions Create and edit reports Transaction Center ID Username Password Forgot your information
46. eceipt lt p yy La Coreg uaters Bibery La Croissanterie Bakery Whew lacroabakwy Corn 1 Mal Orve Thery he No RANG 56 546 9800 leractgoenerchant com Recor An t50010t Pa 14 OOrtS 2094 01 44 Pa Harvat try Heether EDrasoArtcom n Yoourt Gap xt 100 Errai Barcode Discount Must have Barcode Scanner Discount Message Example Discount Message diN Loyalty discount 5 00 off 20 00 10 Off Your Next Visit o f f f ii Business DBA Name Dragon s Den wil an Header Text Come in for some fiery food 21 Ist PaUpes Settings Payment Payment allows you to turn on security features such as the last 4 digit prompt e00so ATAT F 10 00 AM 1 97 a lt A secure 1stpaygateway net res a cy 1stPayPOS Portal My Account initial Account Retail 6280490003290475 00 ft Dashboard Binventory Settings General Settings Call Ce Initial Account 490003290475 001 Payment Settings Display and Require Zip Code keyed credit card O Display and Require Zip Code swiped credit card Verify Last Four swiped only Store and Forward Credit Card Accept Cash Cash Management Aggregate Line Items Other Payment Types Other Payment Type allows you to set up other payment types not supported by First American such as checks Payment types added here are only stored in the app They are not electronic services The app will track the purchases to
47. ess a pull out menu Tap Offline Transactions eos ATAT F Q Recent Transactions Q Offline Transactions Cash Management Reporting xX Settings Help Go To Portal o9 Go To Product Hub D Get Portal Updates dm Sian Ait 2 Tap Pending Offline Transactions eseeo ATAT F lt Menu Offline Transactions Pending Offline Transactions Note Restaurants cannot process in offline mode only Retail stores can 65 Ist PaUpes 3 The offline transactions will be listed At the top tap Process Transactions coe MAT S lt Back Pending Progess Transactio PENDING ORDERS 1 0 03 Sale 02 06 2014 04 27 21 PM The transactions will attempt to get an approval Stop Processing 66 IstPauUpes A pop up box will tell you how many transactions were approved and declined If any transaction failed the Offline Transactions will show a Failed Offline Transactions menu 4 Tap on Failed Offline Transactions ses ATAT S lt Menu Offline Transaction Failed Offline Transactions stPauUpes 5 The Failed Transactions will be listed At the top right tap Process Transactions to retry the failed transactions ses ATAT lt Back Failed FAILED ORDERS 1 0 03 Sale Ta 02 06 2014 04 29 01 PM Tip System only stores 500 transactions in Offline mode Arranging Categories and Items 1 To arrange items shown in the 1stPayP
48. gory If Category Name is new the new Category will be created during the upload Price and Cost must be in decimal format no commas Taxable and Enabled fields must use a Y Yes or N No The upload file may contain up to 1000 items e The file must be saved as a csvor tt file MW We recommend that you download our sample file edit the file save to your computer and upload the revised file Download Sample Upload File Fe Browsa No file selected v eT Cancef 8 The Item s will upload into the inventory PM Oatmeal Desserts 10 3 0 04 0 00 100 00 0 00 2 11 2014 Yes Yes Cookie Cookies 4 58 32 PM Note ONLY use bulk create to add new items 32 IstPaupes Product Hub Inventory Bulk Edit Bulk Edit is used only to edit your current inventory This can only be done through the portal from a computer by logging into the Transaction Center 1 Tap Bulk Edit Inventory 2 Tap Download Inventory File This will download your inventory Quantity Reorder Bulk Edit Inventory Items gt Fields must be in this order tem ID Item Name Description SKU UPC Price Cost Taxable Enabled Quantity on Hand Reorder Point NOTE DO NOT EDIT THE ITEM ID ITEM ID IS FOR OUR SYSTEM USE ONLY Each field must be separated by a comma with one item per row e The data in each field may not contain commas The following fields must have values tem ID Item Nam
49. gt Birthday Reward N A Birthday Not Entered Cards on File Add Gift Card 97 StPaupes 1stPay App Editing a Loyalty Customer 1 From within the 1stPay app tap Loyalty Search at the top of the page next to the time clock iPad gt 32 E JstPaygag os Item Qty Unit Price Discount Total Subtotal 2 00 Maddison garden 1 2 00 2 00 0 00 2 00 Discounts 0 00 Tax 0 00 T 2 00 M D O Enter Customer Name or Phone Number and Tap Search Q W E R w N U O P iPad gt 32 E JstPaygeg o isins Item Qty Unit Price Discount Total Subtotal 2 00 Maddison garden 1 2 00 2 00 0 00 2 00 Discounts 0 00 Tax 0 00 T 2 00 w ee Enter Customer Name or Phone Number and Tap Search 98 IstPaUpes 3 The customer s Loyalty Summary pops up displaying your rewards Tap on the customer s name iPad gt 2 01 PM 32 E stPaUges Item Search 8173177125 Q curtis2 Item Qty Unit Price Subtotal Discount Total 2 00 Maddison garden 1 00 0 00 l 0 00 Loyalty Summary 7 5 Points Rewards 0 00 Ww o nesOfirst american net 2 00 iyment 4 Amore detailed view of your rewards appears Tap Edit Rewards Customer Detail Curtis Gaines Phone 817 317 7125 Email curtis gaines first american net Loyalty 2338453 Loyalty amp Rewards 5 Points Until Next Reward Available Rewards Reward Regular Reward
50. help you reconcile esec ATAT F 10 00 AM 2 97 w lt A secure 1stpaygateway net e Mm oO c 3 1stPayPOS Portal stPaugas My Account initial Account Retail 6280490003290475 007 ft Dashboard ull Reports Binventory Settings oO Display anu nequire zip Wuue Reyeu ureu caru Q Display and Require Zip Code swiped credit card Verify Last Four swiped only m Store and Forward Credit Card Accept Cash Cash Management Aggregate Line Items Other Payment Types Payment Type Checks a Memo Label Memo 22 Ist PaUpes Settings Reason Codes Reason Codes is where you can set up your Payout Codes reasons why money is taken from the register and Inventory Return Codes reasons for returns eoeno ATAT F 10 00 AM T lt A secure 1stpaygateway net re an cy 1stPayPOS Portal My Account initial Account Retail 6280490003290475 00 ft Dashboard ull Reports Tax Tip Receipt Payment Reason Codes i i i rZ General Settings Call Center Processin Initial Account 490003290475 001 Reason Codes Reason Name Gratuity O Reason Name Buy Inventory Reason Name Cash Drop a Inventory Return Codes Reason Name Damaged a Reason Name Customer Did Not V a Settings Inventory Management The Inventory Button under Settings is for Inventory Management It allows you to setup reorder alerts An alert can be sent via email or text You can set a reorder count for
51. iccannstieseracuescounsticonsstieseesece sean saieasest easesh ecasetuestcseeercacetenaascuestvectostlasenssiceos 23 STANI GSE E D RIN A NA A AAEE A AENA A 24 STA IN BP EE A 9 AA AAA ANAA E NA EA EA E A 25 oo WS e S A D A A D AEE E AE EN N A AAA E A E O E ae 25 Settings Devices Printer Names srrrasissraairan iE EAREN 27 UPDATING CHANGES IN 2 Sane eee ere ee cree eter OEE EEEa eee ee eee 28 PRODUCT HUD iscsi ese sta a a ides OEN aSa a 28 PRODUCT HUB INVENTORY BULK CREATE nsivussipidusisminuaidaiininina iida aeiiaaie eaaa Eiaeai mia amia da aaaea 29 PRODUCE HUR INVENTORY BULK EDIT rannoononeruimenrasioa ainiin naaar ESEE aanak 33 PRODUCT HUB TRANSACTION CENTER ste ences cee sese ex estntssacenecctesteced aniaya aao naana aaae kaaa anaandaa 35 PRODUCT HUB EMPLOYEE MANAGEMENT sees estes cece ectcess teaver eceetnes tessa sees ctcecea et vcsceetnesesnsevesdpexeesoeeceucespeucasentenaperetenyeuetnvencctencenceceor 35 PRODOT PURRE TOR Le eee eee ne ee ae 37 PRODUCT oO sheet MYC ee 38 SY OSAP Paes ce ci erapinc ce cewet tate ects E E EEEE EE 38 Je EE eect en EE AN N A eee teen cece O eed NN NEN eee N A sewn anaes decane N 38 TINE O E ee ee ee ee ee ee eee 43 PROCESSING TRANSACTION Sanne a re mo ten ene eto Tn ne eC ee ee eae ee eee ome eer eee or 46 GC 0 ge nie ONCE TNOU I oa a EE EAA E rere vere sree en A E EAEE UNE nea ane natn rer 7 ere rear 47 OL OCIS ea eater esate car N EEE E A E 9 canner nes ca tne pon ra canine dian aint ete nrtaretanene 47
52. ings M 100 Points 5 Reward RIM Minkum Purchase Appiee to 5 Geoourt Drip 250 Points 10 Reward Walid Days Beton valg Days Attar Poins 9 Reward Refund Policy o Days mauwa fice 88 Ist Pa Ure Product Hub Customer Setup 1 You will need to add each customer s information into the Loyalty program Add New Customer Address Retype Email Address Gender Male Female Not Provided Loyalty Enabled Disablec 2 Input the customer info and tap Save IstPauges My Account initial Account Retail 6280490003290475 001 eTEN Add New Customer First Name Address Retype Email Address Gender Male Female Not Provided Loyalty Enabled Disabled 89 stPaUpes 1stPay App Customer Setup 1 Tap on the Sale button and a list of options will appea iPad gt 11 05 AM Q Loyalty Search Qty Unit Price Subtotal Discount Total Create Loyalty Account 1 38 Q Item Search Subtotal 0 00 Discounts 0 00 Tax 0 00 l B 0 00 Refund i lt aaalllt Gift Card Balance Inquiry i Create Loyalty Account b mt 2 The Create Customer Loyalty Account box will appear Only the information in red is mandatory Create Customer Loyalty Account quwhe Frith y iu l of P ARSTPToeErFEiacEu Fu F kK GL return aizixichivispintn t 2123
53. l Center Processing Initial Account 490003290475 001 Tip Settings Tip Select a Default Tip Percentage 10 O 15 18 20 None Include Tax in Tip Calculation 20 stPaUpes Settings Receipt Receipt settings allow you to set up the receipt header footer e signature or choose your receipt print options on off esco ATAT F 9 59 AM 1 97 w lt secure 1stpaygateway net Ua c 1stPayPOS Portal My Account initial Account Retail 6280490003290475 00 togout frst25 ull Reports Inventory Settings Tax Tip Payment Reason Codes inventory all Center Processing Initial Account 490003290475 001 Receipt Settings E Signature O No Signature 25 00 or less Automatically Print Receipt Printer must be configured Cash Credit Card 25 00 or less Credit Card greater than 25 00 Print Merchant Copy Signature Receipt Business DBA Name Call Center Processing Header Text Optional Enhanced Receipt allows you to add a logo and a barcode with an applied discount La Cemlasanterse Soeery www iow ooh emahkery o Mell Drive Sneeey HITE BF VERS HE651634500 Louad tqasceresast com ewe emer s Pera i pr Her LhOGT rras SIY Treat tee t fee Ten pe naL AAS OMi 22 47 0 cae ae meses er erence esseee ta sasenancce Yogurt Cup xi P O PTL UIE g Gere le Cuna ul 148 10 T Kodin PO ee earn r T Print Merchant Copy Signature R
54. m Memo Ref 6 Pay Out is used if you need to take money from the register For example they would use this option if they need to pay a vendor or pay out a gratuity to a server eseese ATST F lt Menu Cash Management OPENING CLOSING CASH Closing Cash PAY OUT PAY IN PAY OUTS PAY INS 73 IstPauUpes 7 Enter the amount being paid out and the reason Tap Save secco ATST F lt Cash Management Pay Out Amount OPTIONAL FIELDS To From Memo Ref REASON CODE 8 When you close and balance the register at the end of the day they will select Closing Cash and enter the amount of cash in the register s cash drawer seoce ATST F lt Menu Cash Management EXISTING PAY OUTS PAY INS 74 IstPaUpes 9 Youcan put the exact bill denominations and tap Next seseo ATAT F lt Cash Management Denominations BILLS 100 00 1 50 00 20 00 4 10 00 5 5 00 9 1 00 18 COINS 0 25 28 0 10 0 05 0 01 Total 300 00 10 When you enter the closing cash amount and tap Next they will be asked to Add Final Drop or Run Z Report Add Final Drop will take them back to Cash Out Run Z Report will reconcile the batch and erase the totals What would you like to do next Add Final Drop Tip This does not close the batch 75 Ist PaUpes Tip Detail Report 1 Tap on the bar to the left to access a pull out menu Tap
55. ment Help xX Settings Go To Portal ia 39 Go To Product Hub D Get Portal Updates Sign out 3 Tap on the Gift Cards amp Loyalty icon K ae Paes IstPayPOS Employee Management Transaction Center Payment Page Builder 85 st PaUpes 4 The Gift Cards amp Loyalty Dashboard appears Tap the Gift Cards amp Loyalty link Coun Initial Account Reta G28490003290475 00 y eo Customers Search by Narn Phone or Emal GiftCards Saron By Gilt Gard No Today s Gift Cards amp Loyalty yee Total Gift Cards amp Loyalty Active Cards amp Total Balance Loyalty Custorners 5 Tap on Settings on the left side panel If you is setting it up for the first time the Settings option may already be selected 1stPay s t y Azcona nan D Loyalty Settings IMPORTANT PLEASE MAKE YOUR SELECTIONS CAREFULLY Loyalty Settings are locked and cannot ba changed atter your firat loyalty redemption A byaty redemption amp when a customer makes a purchase and redeems a loyalty reward such as a fee item doller toward OF percent dacount award Date Based Rewards can be added or removed at any time Refund Policy can be updated at any tiene Wo recommend disatiling Aggregate Line Items in POS Portal Payment Settings if you are using the Visits Style with free item rewards or if using Free ltem Date Baeed Rewange Select a Loyalty Style
56. nt Retail 6280490003290475 007 ft Dashboard all Reports Binventory Settings This Page Has Moved Continue to Employee Management Settings Devices Devices show all iPads used for your account You are allowed one login or session at a time unless you signed up for more sooo ATAT F 10 01 AM 1 97 w lt 5 P secure 1stpaygateway net 0 6G 1stPayPOS Portal IstPaugas My Account Jats Accgurt Beal semsorsseesTs a f Dashboard Reports inventory Settings Date Created Enabled Date Disabled 1 29 2014 7 4 09 22 PM 1 29 2014 4 09 58 PM 1 31 2014 10 18 44 AM i 1 31 2014 10 36 17 AM Ist PaUpes Tip 1 If you try to log into another device while logged elsewhere you will get a simultaneous login error Tip 2 Deleting sessions will logout that user Contact support to remove a session 26 Ist PaUpes Settings Devices Printer Names Printers allow you to assign a name to the receipt printer and kitchen printer 1 Tap on Printer then Add Printer eoee ATAT V w01 AM coe lt ul secure Istpaygateway net A 180P POS Portal 2 Type in the desired name for the printers then choose the printer type Receipt The printer that prints out the customer receipt and signed copy Items Items is for printers that will print in the kitchen or at the bar 27 Ist PaUpes Updating Changes in App When changes are mad
57. r 09 15 2014 02 15 13 PM 4 24 5 24 09 15 2014 02 14 55 PM 1509143651276112 5 amp Cash 09 15 2014 02 14 36 PM 2 65 3 65 1509140051420788 ae ws sation 09 15 2014 02 17 03 PM 2 65 3 65 SERVER 1STPAYREST Last4 Receipt Subtotal Tip Total You can adjust one transaction at a time by taping the green Adjust button or adjust all transactions at once by taping the orange Adjust All button at the top right of the screen 2 Adjust one transaction Tap Yes Confirm Are you sure you want to adjust this tip 3 Adjust All Tap Yes Adjust All Tips Are you sure you want to adjust all tips NO YES Void transaction 1 Tap on the bar to the left to access a pull out menu Tap Recent Transactions eoeee ATST F Q Recent Transactions Cash Management Reporting Tip Adjustment xX Settings g Help Go To Portal G0 Go To Product Hub D Get Portal Updates y Sian Out 57 IstPauUpes 2 Tap on the transaction you want to void seose ATEST F lt Menu Recent Transactions Search by Receipt or Customer Name Q Filter Transactions 3 The transaction information shows Tap Void Order iPad F lt Back 0 05 Refund Items ORDER INFORMATION Date 05 19 2014 11 10 42 AM Receipt Number 1905113840238065 Subtotal 0 05 Discount 0 00 Sales Tax 0 00 Total 0 05 Memo Username first25 PAYMENT INFORMATION Joa Visa 5447 0 05 58
58. red tap next to continue Baja Chicken ar Quantity Being Returned i lt I fa 6 You will be prompted to select the reason for the return They must create your own Return reasons in the Portal sesse ATET F 10 07 AM 100 E Back Select Items for Refund Next ROT Refund Due 0 00 TAP ITEMS FOR REFUND OR SELECT ALL Baja Chicken 62 Ist PaUpes 7 After all items have been selected tap Next eeeee ATST F 10 07 AM 100 SD Back Select Items for Refund Next Select All Refund Due 0 03 TAP ITEMS FOR REFUND OR SELECT ALL Baja Chicken 1 0 03 aren Bin d 8 You will choose how they want to issue the refund Payment Type will show the original form of payment made Swipe Card Swipe the Card Now or Choose to Manually Key in Card Number Cancel Manually Key 63 Ist PaUpes 9 Once the refund is complete a Refund Complete pop up appears Tap Done In the Payment Information area the refund total will show below the sale amount eeeee ATET F lt Back 0 03 Print Receipt ORDER INFORMATION Date 02 03 2014 10 06 22 AM Receipt Number 0302102036380880 Subtotal 0 03 Discount 0 00 Sales Tax 0 00 Total 0 03 Memo Username first25 PAYMENT INFORMATION SEA Visa 5734 0 0 wa Visa 5734 0 03 64 Ist PaUpes Processing Offline Transactions 1 Tap on the bar to the left to acc
59. s Rewards select the item s from the customers cart that qualifies for the rewards redemption Redeem Rewards Lisa L Subtotal 0 10 Select a reward by tapping the row Applied Rewards 0 00 Adjusted Subtotal 0 10 Available Rewards Select a Free Item Max fice 10 00 Items that Qualify Will Display Chicken sandwich 1 0 10 T 4 After all eligible items are selected tap Redeem Redeem Rewards Lisa L Subtotal 0 10 Select a reward by tapping the row Applied Rewards 0 10 Adjusted Subtotal 0 00 Available Rewards Regular Reward 1 Free Item Clear 109 stPaUpes 5 The Redeemed Item will be labeled as Free Item Tap Payment to complete the sale iPad 1 55 PM 100 jstPayzn mna Item Qty Unit Price Subtotal Discount Total Customer Lisa L Subtotal 0 00 Chicken sandwich 1 0 10 0 10 0 00 0 10 T FREE ITEM Chicken 1 0 10 0 10 0 00 0 10 T Discounts 0 00 Tax 0 00 6 Ifthe customer owes a remaining balance you will be prompted for payment of the remaining balance iPad F 2 08 PM f 100 Ga lt wack JStPAaUEss Total Amount Paid Balance Due 0 00 0 00 0 00 MEMO CASH SK CARD Ora Gift Card a Other Payment Type 110 stPauUpes 7 The Loyalty Customer s phone number and email is conveniently filled in Tap Done iPad gt 2 08 PM f 10 IstPaugas Subtotal Tax Tip Total 0 00 0 00 0 00 0 0
60. scount Total Customer Curtis Gaines Subtotal 2 00 Maddison garden 1 2 00 2 00 2 00 0 00 Discounts 2 00 0 00 106 stPaUpes 5 Ifyou owe a remaining balance you will be prompted for payment for the remaining balance iPad F 208 PM f 100 iim lt JstPayes Total Amount Paid Balance Due 0 00 0 00 0 00 MEMO CASH Me Tende CARD 0 00 z Gift Card b a Other Payment Type p 6 The Loyalty Customer s phone number and email are conveniently filled in Tap Done iPad F IstPayzs 2 04 PM 6 32 G Subtotal Tax Tip Total 0 00 0 00 0 00 0 00 AMOUNT PAID 0 00 J CHANGE DUE 0 00 How would you like the receipt day Print Receipt gt 8173177125 107 stPaupes Redeeming Loyalty Visits 1 After searching for a Loyalty Customer tap Redeem on the customer s Loyalty Summary screen iPad F 2 07 PM 100 gt IstPaygg oo ore EO Item Qty Unit Price Subtotal Discount Total Subtotal 0 10 Chicken sandwich 1 0 00 0 01 L Lisa 817 317 7800 lisa lippincott first american net 0 11 2 The customer s Redeem Rewards options pop up Tap the Available Rewards Redeem Rewards Lisa L Subtotal 0 10 Select a reward by tapping the row Applied Rewards 0 00 Adjusted Subtotal 0 10 Available Rewards Reward Regular Reward 1 Free Item Clear Regular Reward 1 Free Item 108 stPauUpes 3 For Visit
61. t PaUpes Payment button allows you to finalize the sale and choose the form of payment 1 Tap the appropriate payment method a Cash Select amount or tap on Other Amount and press tender b Card Swipe card or tap Card Number and press Charge COTTI ATAT F 9 11 AM 100 SD Total Amount Paid Balance Due 9 99 0 00 9 99 MEMO CARD Ez Gift Card gt G Other Payment Type gt c Gift Card Tap on Gift Card Swipe or key in card esoe ATST F 9 30 AM 100 E Gift Card Purchase for 0 02 Swipe Card or Enter Card Number ancara numer Cancel Done d Other Payment Type such as checks 50 Ist PaUpes CARD Checks Cancel p gt Other Payment Type anu e 2 On Retail accounts after you swipe or type in the card number you will be prompted to add a tip to the sale You will need to tap submit to finalize the sale Subtotal Tax Tip Payments Total 0 01 0 00 0 00 0 00 0 01 QEEEEIEIE Your Card Will Be Charged 0 01 Cancel 3 Ifthe transaction is approved you will have options of delivering the receipt either by printing text message email or all Tap Done when complete 51 IstPaUpes 9 13 AM 100 G eseese ATAT F stPaUges Subtotal Tax 0 01 0 00 0 00 0 01 Q APPROVED How would you like the receipt Tip Total amp Print Receipt Text Receipt Email Receipt ai V ia BT eal Editing a Sale
62. tard 0 00 Inventory Discounts Discounts allow you to set your reasons and percentages for discounts such as student discounts 1 Tap Add New Discount 97 G seco ATAT F 9 46 AM lt secure 1stpaygateway net a WW oct 1stPayPOS Portal stPaugas My Account _ initial Account Retail 6280490003290475 001 E inventory Settings ft Dashboard ail Reports Discounts Search by Name Name Discount Senior Citizen 40 00 Yes Military 10 00 Yes 50 off 1 0 50 1 00 Yes Complimentary 100 00 Yes 17 stPa Uga 2 You can seta minimum dollar amount or set a start and end date for the discount The discount can be a percentage or dollar amount seseo ATET F 1 06 PM Not Charging WEE lt gt A secure 1stpaygateway net 0 cs 1stPayPOS Portal IstPayPOS Portal IstPaugas My Account intel Account Retail 6280390009290475 00 J Dashboard wl Reports inventory Settings Add Discount Name Required Percentage Required le 10 25 Minimum Purchase Amount si Optional Start Date J Optional End Date mo Optional Status _ Enabled vj i Cancel Add Discount Inventory Return Queue The Return Queue will show the list of products that were returned It will allow you to either return the products to inventory or not 1 Tap the Yes or No box for each product and tap Save Changes essee ATST F M 10 09
63. tips on this device Please go to Tip Adjustment and adjust all tips before continuing OK 80 Ist PaUpes Once the Z Closing Cash Report is complete you will get a reconciliation report that they can used to balance your transactions for the day eco ATAT F 3 11 PM 72 W Close Z Closing Cash Report TRAINING BUSINESS Z CLOSING CASH REPORT 02 06 2014 03 11 PM Initial Account Antonio s iPad PAYMENT METHOD SUMMARY Cash of Transactions Amount Opening Cash 0 00 Net Sales 1 0 20 Pay Ins 0 0 00 Pay Outs 0 0 00 Expected Cash 0 20 Closing Cash 0 00 Cash Short Over 0 00 Credit Card Amount Net Sales 3 0 32 Gift Card Amount Net Sales 0 0 00 Total Net Sales 4 0 52 Note X report and Z report are identical The X report is a current or Mid day report the Z report is an closing end of day report that resets totals back to zero Accumulated Z Report The Accumulated Z Report allows you to combine the past Z Closing Cash Reports listed in the Archived Z Reports section 1 Tap Accumulated Z Report 81 stPaUes lt Menu Reporting SALES SUMMARY Today Yesterday This Week Last Week This Month Last Month REPORTS Tip Detail Report X Current Cash Report Z Closing Cash Report a Accumulated Z Report Archived Z Reports Last 7 Days 02 06 2014 03 11 PM 2 Select the date range for the reports you want to combine eeoe ATAT F lt Reporting Create
64. umber of guests Items from the ticket appear on the list You must check every item that is being sent to the kitchen printer 3 You must select a Send to Printer option from the bottom of the page eeeee ATAT F 9 55 AM 100 SD Table Order Table 1 Tap Items to Send to Printer Allergy Note Done Guest Item Qty Modifiers Se ADD Cheese ADD Bacon NO Baja Chicken 1 Onions NO Tomatoes 54 Ist PaUpes If you want to submit an order for a customer with an allergy tap Allergy and type the name of the allergy Table Peanuts Guest 1 Shellfish Guest 2 Quwie R f Y U O P A S D F G H J K L return izixictvgisegntiuae t i f 2128 0 2123 After an item is sent the Sent column will show what option you selected seoce ATAT F 9 56 AM 100 S Table Order Table 1 Tap Items to Send to Printer __ Allergy Note Guest Item Qty Modifiers ADD Cheese ADD Bacon NO Baja Chicken 1 Onions NO Tomatoes 55 Ist PaUpes Tip Adjustment You will have the ability to adjust tips on the restaurant version only 1 Tap on the bar to the left to access a pull out menu Tap Tip Adjustment All of your transactions will display At this point you can add the tips for each transaction iPad gt 2 17 PM 96 k Tip Adjustment Adjust All g sony cma mo O e O E SERVER HEATHER Last4 Receipt Subtotal Total 1509141351313282 gt D athe

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