User Manual - tailoredPOS
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1. Our Remedy In the event of a breach of this Agreement by you in addition to the right to immediately terminate this Agreement and revoke the License we shall be permitted to pursue all other remedies available to us to protect the integrity of the Software and Documentation pursuant to law and equity including but not limited to injunctive relief Termination Except as otherwise set forth herein this Agreement and the License granted herein shall remain in effect until terminated by you You may terminate this Agreement and the License at any time by providing proof to us that you have destroyed all copies of the Software and Documentation in your possession This Agreement and the License granted herein shall also automatically terminate if you fail to comply with any term or condition of this Agreement Upon termination of this Agreement you must either return to us or destroy and provide proof of the same all copies of the Software and Documentation in your possession Confidentiality The Software contains trade secrets and proprietary know how that belong to us and it is being made available to you in strict confidence ANY USE OR DISCLOSURE OF THE SOFTWARE OR OF ITS ALGORITHMS PROTOCOLS OR INTERFACES OTHER THAN IN STRICT ACCORDANCE WITH THIS LICENSE AGREEMENT MAY BE ACTIONABLE AS A VIOLATION OF OUR TRADE SECRET RIGHTS General Provisions 6 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware2. e deyek neki e basan kk a e ee ba evv aeS 16 Deactivate a Clas ie a n Ha hada z ade k R bde kan k d 16 2 Pa g e 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x End User License Agreement CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT UPON YOUR EXECUTION OF THE SAME ON THE LAST PAGE AND RETURNING IT TO US YOU ARE AGREEING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS AGREEMENT Definitions The package contains TailoredPOS Gift Card Solution a gift card solution provided by TailoredPOS the Software and related explanatory written materials the Documentation The Software includes any upgrades modified versions updates additions and copies of the Software You means the person or company who is being offered the License as defined herein to use the Software or Documentation pursuant to this Agreement We us and our means tailoredPOS a division of NTS Inc Location means the name and address set forth in the invoice You understand and agree that the Software is provided and licensed to you by TailoredPOS not Dinerware Dinerware has no obligation to you under this Agreement including any obligation to provide Software maintenance or customer support of any kind related to or arising from your use of the Software YOU AGREE TO RELEASE DINERWARE FROM ANY AND ALL LIABILITY ARISING FROM YOUR USE OF THE SOFTWARE License Once you have s
3. screen 9 P a g e 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Personal Manager Page Press the Gift Cards button in the Manager screen opyright 1999 2010 Dinerware Inc Press the Backup Cards button on the left hand side of the screen Manage Gift Cards Card Y Only Show Activated 6050110000C 6050110000C In the dialog box that appears select your backup destination and press OK Browse For Folder Bl Desktop E User dil Public a j Computer amp Local Disk C 4 ex Removable Disk E de ghost di NET Network Control Panel 3 Recycle Bin The backup is now complete You may remove the portable media and take it offsite to your secure location Automatic Backup Procedures Although you should nat rely solely on this feature and we recommend using the manual backup procedure above as your primary backup of the gift card data we have built an automatic backup procedure that runs at 4 01 AM daily In this procedure the backup file is exported to either of the two folders dependent on your operating system For Windows XP Users c Documents and Settings All Usersl Application Data tailoredPOS tailoredPOS Gift Cards 10 Page O 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x For Windows Vista and Windows 7 users C ProgramDa
4. 000931149120009500 Givex older standard 31769324919 Givex recent standard 60362841172205696299 Valulink B60105670064747804FIRSTDATA PREPAID TEST 00010004000070778544 6010567006474780 00010004000070778544 In further discussions we consulted with Dinerware to better understand their practices and procedures in reference to handling the parsing of track data We assume the card number as a human would think of it is the first uninterrupted set of digits in the magnetic stripe data We do not even care sans Valulink cards if you use Track 1 or Track 2 The Valulink gift card s facing number is 7777 0064 7478 8544 in the above example This value can be derived from the track data if Valulink cards are being used and you are converting from Valulink based services 11 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Note Dinerware cannot support multiple card formats Dinerware can either use the standard formatting such as those from Mercury Payment Systems Paymentech Givex etc or the Valulink format How to Import Importing gift cards is a rather easy process once you have done it once or twice The high level of it is to create a csv file containing the card number the current value and to state if the card is currently active in the system If you are transferring from another gift card provider and do not know how to gain access to your current val
5. DING WITHOUT LIMITATION THE FAILURE TO PAY FOR THE SOFTWARE AND DOCUMENTATION SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE 5 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Your Limited Remedy Our entire liability and your exclusive remedy for a valid warranty claim shall be e the replacement of any diskette s or other media not meeting our Limited Warranty which is returned to us or to an authorized dealer or distributor with a copy of your receipt or e if we or an authorized dealer or distributor are unable to deliver a replacement diskette s or other media that is free of defects in materials or workmanship you may terminate this Agreement by returning the Software and Documentation and your money will be refunded IN NO EVENT WILL WE BE LIABLE TO YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING FROM THE USE OF OR THE INABILITY TO USE THE SOFTWARE EVEN IF WE OR AN AUTHORIZED DEALER OR DISTRIBUTOR HAS BEEN ADVISED OF THE POSSIBILITY OF THESE DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU
6. User Guide V 2 x 1 This Agreement is the exclusive agreement between you and us concerning the Software and Documentation and supersedes any and all prior oral or written agreements negotiations or other dealings between us concerning the Software 2 This Agreement may be modified only by a writing signed by you and us 3 In the event of litigation between you and us concerning the Software or Documentation the prevailing party in the litigation will be entitled to recover attorney fees and expenses from the other party 4 This Agreement shall be governed by and construed and interpreted in accordance with the laws of the Commonwealth of Pennsylvania without giving effect to otherwise applicable principles of conflict of law Any action or counterclaim hereon shall be commenced or asserted as the case may be only in the Court of Common Pleas of Berks County Pennsylvania or the United States District Court for the Eastern District of Pennsylvania All parties hereto consent to the jurisdiction of such courts and waive any objection based on forum non conveniens 5 You agree that the Software will not be shipped transferred or exported into any country or used in any manner prohibited by the United States Export Administration Act or any other export laws restrictions or regulations Signature Date Print Name 7 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Instal
7. ased a lot of 500 cards so we will go to row 501 in Excel Once there on the home tab look for the fill icon shown in the following example and click the Down menu item or press Ctrl D Your screen should now look like this ld cu Bookl Microsoft Excel 2 sU j Xwes Home Insert Page Layout Formulas Data Review View X A Calibri 11 mS he Wil Ay Wil Ba 2 ae da BZ UA a PREN Sr A gt Clipboard Font La 0045 100492 100493 100494 100495 Series 100496 Justify 100497 100498 1004991 44 gt Sheet1 AI A Average 100250 Count 499 Sum 50024750 adit Paste 14 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Scroll back to Row 2 and enter 0 into cell B2 Enter Cell C2 and and enter the value True You will need to change the cell format type for Cell C2 to be Text Once that is completed select Cells B2 and C2 and then while holding the shift key on the keyboard page down to the end of the card numbers in our case row 501 and again either press Ctrl D or use the fill option off of the ribbon and click the Down menu option Your screen should now look like this example Microsoft Exce Home Insert Page Layout Formulas Data Review View Y X B2 G f o 44 gt gt Sheeti Note If you are importing from another system and the cards have an expiration date you will wan
8. cted processor for gift SlipStream card transactions Valutec Provider Property Management System Configure Settings for integration with a property is Processor management system Credit Card amp Security Log Cancel OK In the Configuration window you will do 2 things install the license and select whether you wish to have cards preloaded into the system or not It is strongly recommended you enforce loading gift card numbers into the system for security reasons Once you are completed with installation of the license you may click the Select button on the Select and Configure Payment Processors window for the Gift Card Processor section and then click Ok The rest of the configuration of Dinerware for processing gift cards is no different from setup for Mercury Valutec Givex Mercury etc You can access those instructions from http portal dinerware com and search for Gift Card Setup for Dinerware Backups NOTE DUE TO THE NATURE OF THE INFORMATION STORED WITH THIS APPLICATION BACKUPS ARE AN ESSENTIAL PART OF A SUCCESSFUL DEPLOYMENT PLEASE MAKE SURE YOU CONSULT WITH ONE OF OUR SUPPORT TECHNICIANS OR WITH YOUR RESELLER ABOUT PROPER BACKUP PROCEDURES Manual Backup Procedures To create a manual backup to USB thumb drive or other portable media after you have log into Dinerware using your personal PIN or manager card Press the Manager Button on the Upper right hand side of the
9. ect the destination folder to save the backup file and press Ok Upgrades All upgrades and future versions of the Software will be governed by a separate Agreement for a license for each such upgrade or future version We are under no obligation to provide upgrades or future versions and we reserve the right to charge an additional fee for any such upgrade or future version of the Software Limited Warranty We warrant that for a period of thirty 30 days after you receive the Software and Documentation e the physical media on which the Software is distributed will be free from defects in materials and workmanship under normal use and e the Software will perform in substantial accordance with the Documentation To the extent permitted by applicable law THE FOREGOING LIMITED WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES OR CONDITIONS EXPRESS OR IMPLIED AND WE DISCLAIM ANY AND ALL IMPLIED WARRANTIES OR CONDITIONS INCLUDING ANY IMPLIED WARRANTY OF TITLE NONINFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE regardless of whether we know or had reason to know of your particular needs No employee agent dealer or distributor of ours is authorized to modify this limited warranty or to make any additional warranties ANY ATTEMPTS BY YOU TO ALTER AMEND OR MODIFY THE SOFTWARE WILL IMMEDIATELY VOID THIS LIMITED WARRANTY ANY BREACH OF THE PROVISIONS OF THIS AGREEMENT OR THE LICENSE WILL IMMEDIATELY VOID THIS LIMITED WARRANTY INCLU
10. er Guide V 2 x e make one or more copies of the Software solely for backup or archival purposes and or e transfer the Software to additional computers so long as it exists within the limitations of the License Things You May Not Do The Software and Documentation are protected by United States copyright laws and international treaties You must treat the Software and Documentation like any other copyrighted material You may not and legal action will be constituted against you if you e copy the Documentation e copy the Software except to make archival or backup copies as provided above e modify or adapt the Software or merge it into another program e reverse engineer disassemble decompile or otherwise make any attempt to discover the source code of the Software e place the Software onto a server so that it is accessible via a public network such as the Internet or e sublicense rent lease or lend any portion of the Software or Documentation to any person or entity not a party to this Agreement Transfers Neither the License nor this Agreement is transferrable or assignable You may not resell or otherwise transfer the Software or the License Rentals You may not rent lease or lend the Software or License Support Services Back up We are under no obligation to provide support services for the Software However if we do provide such services any supplemental software code provided to you as part of the support se
11. he gift card system was designed to have cards preloaded into the system and all instructions that follow are based on having those cards preloaded in the system before you begin activating and redeeming them The system does have the option to not validate a card number as being preloaded however we highly recommend against using that feature and as such do not provide instructions on how to operate in that mode We assume that for the following instructions you have logged into a Dinerware workstation entered into Manager and clicked on the Gift Cards button at the bottom right of your screen Activate Add Value to a Card Activating and Adding Value to a gift card is the same process and is grouped within the same Activate Add Value button on the screen In order to either reactivate or add value to a particular card you will want to look through the list of available cards highlight the row that corresponds with the card you wish to reactivate and click on the Activate Add Value button at the bottom of your screen If you do not wish to add any additional value to the card simply press OK in the window that appears and you will have the card reactivated If you wish to add additional value to the card you may either enter it in the Amount to Add text Box or click on the ellipsis button next to the text box and punch in the new value you wish to add to the card and then press OK Change a Card s E
12. lation and Setup Prerequisites 1 The lastest release of Dinerware 3 x 2 The gift card setup msi You should be provided with a download link when you receive your license file from tailoredPOS Before You Begin Please make sure that you have properly setup and configured Dinerware Dinerware Basics before you begin It is strongly recommended to make a backup of the working database and to deploy the provider during closed hours for the restaurant Failure to follow any of these warnings may result ina corrupt database and difficulties in supporting the product for the end user You will want to exit Dinerware Brain and Dinerware Workstation on all machines in your establishment before you begin Failure to do so may result in configuration issues Installation This document is based on setup of Dinerware 3 0 3 on a Windows Vista machine All references to configuration options may need to be altered to match your version of Dinerware or Operating System Begin setup by double clicking the msi file and answering yes to begin installation After reading and accepting the EULA you will be prompted to choose an installation folder If you are installing in Dinerware 3 0 you may keep the defaults Any other version of Dinerware 3 you must select the correct folder where Dinerware is installed on your machine Once the installation folder is selected you will simply click through the screens and allow the msi to install the software on y
13. our machine If you are installing on a machine with User Access Control enabled you will need to confirm installation when prompted Dinerware Configuration Begin by launching Dinerware Brain When you have the main Brain screen come up click on the Configure Payments option and enter the administrative user pin typically O000 and the password you have set for the pin Look at the Gift Card Processor section of the Select and Configure Payment Processors window and select Integrated GC Module then click Configure Processor 8 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x D NERWARE Select and Configure Payment Processors Credit Card Processor Demo Provider Demo Provider will be used for all credit card Fast Transact Provider processing FDC Heartland Provider j Configure Set up your merchant id and other settings specific to this processor Mercury Payment Systems etc Paymentech Provider PC Charge Provider PPI PayMover y Use the currently selected processor for credit card transactions Gift Card Processor Fast Transact Provider FDC Integrated GC Module will be used for all gift card processing Configure Set up your merchant id and other settings Mercury Payment Systems Processor specific to this processor Paymentech Provider PC Charge Provider Select Use the currently sele
14. rvices shall be considered part of the Software and subject to the terms and conditions of this Agreement With respect to technical information you provide to us as part of the support services we may use such information for its business purposes including for product support and development We will not utilize such technical information in a form that personally identifies you You are solely responsible to back up the data and Software every day We shall have no liability of any kind as a result of any data lost due to your failure to back up the data and Software on a daily basis THE SOFTWARE CONTAINS A MANUAL BACK UP THIS DOES NOT HAPPEN AUTOMATICALLY you must perform the steps as outlined below in order to back up the data and Software that you can perform each day the steps are set forth below You can choose this back up procedure to back up the Software 4 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x and data or you can choose another program or software package to install to utilize as your back up protocol These are recommendations only they in no way extend liability to us for your failure to follow them or if you do use them and a failure still occurs MANUAL BACK UP 1 Log into Dinerware using your personal pin code or manager card 2 Click on Manager 3 Click on Gift Cards 4 Click on Backup Cards 5 A browse folder dialog box will appear 6 Sel
15. t to keep the expiration date s in the original CSV file and title that column as ExpirationDate The final step is to do a File Save As You can use the Office Button and Choose Save As Other Formats Choose CSV as your file type and save the file Import into the Provider The task of importing gift cards can be performed at any workstation with just a few touches on the screen Assuming you have already logged into any Dinerware workstation entered Manager and have pressed the Gift Cards button you should next press the Import Cards button on the left hand side of the screen You are presented with a similar interface as your main management screen but this is specifically to handle the importing of cards into the system You will next click on the From File button and navigate into the folder or usb thumb drive where you saved the CSV that you created earlier and open the file If all works as expected your screen will have 15 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x a listing of the new card numbers you wish to import Should this error out open the CSV file in notepad and verify the format of the columns the capitalization etc Once you have validated the imported data on the screen go ahead and click the Commit Import button on the screen to complete the importing of the cards into the system Managing Gift Cards T
16. ta tailoredPOS Dinerware Gift Cards Consider any folders and files inside of the above mentioned folder to be an important file that should be backed up You may either use a daily batch file that moves the data inside of the above folder offsite or you can subscribe to one of the many offsite backup service providers such as iBackup Carbonite etc and follow their directions on proper setup and usage of their backup services Importing Gift Cards Supported Encodings The general rule of thumb with regard to the encoding of a magnetic card stripe is that if the card can be used with your existing card processor and you are converting over to our in house solution you are capable in using your existing cards with our solution The DW Payments Engine 2 9 handles parsing the magnetic stripe before we begin processing the gift card If you wish to find out if a particular card is capable of being processed our gift card solution is built to run a maximum of five 5 cards without the need of a license This should allow you to evaluate the solution in full detail before you make any decision To go further into detail on the different supported encodings of the system Dinerware has provided several existing card formats that have been successfully used in the past All data here is direct from the cards without any special formatting Existing Processor Card Data Mercury Payment 77359800380 550110128 Systems Paymentech B60357101209300
17. tailoredPOS Gift Card Solution for Dinerware POS Version 2 0 ta loredPOS P O Box 4636 Reading PA 19606 http tailoredPOS com TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Contents End User License Agreement iia iii 3 Installation NA Setup s 3 5 si kasan l l nih h kek kad K ka kad uk E kulk Ki k ee k w ne kk h Hen E r a Min duwe S w wa d k wes ked den 8 Pre requisitos ion llanto 8 Before YOU Berlina A A in 8 Installation tes 8 Dinerwar CONIEUT ON didnt G 8 DU oia ER K 9 Manual Backup Procedures ccccconococoonnononononenonnnnnnnnnnnnnnonnnnnnnnnnnnn KAKA KA KAK KA KA KAKA KAKA KA KA KA KA KA A A KA HA KA KA KA KA KA KA KA KA R 9 Automatic Backup ProC CUre cccccccesssssecesseeeceesenaecesseaeececseaaececseaaeceseeaaeceeseeaeeecseaaeceeseaaeeeeseaaeeeeseaaes 10 poring GIL CdSe renarena A W Hw Qu Ka a AN a wa n A WA ME we H 11 Supported ENCOINGS xcacceccsisc se Aewccetesdeceecwecacdecsiaiin cl Geacveceanhccanchace decd seaceds saecededeaaucneies dec E EE Eaa 11 HOW LO Ni e10 E E ll E ete ncbe stuahesien these ceeaice 12 Cr ate E Dy j rlZe gt e gt r rrr 12 Import into the Prodi dados 15 Managing l caia tilo coi 16 Activate Add Value to a Card liE lE l kaka keka ak kk kk nn nn nano A AKA KARA KA KA AA AA KA KA WA HAAA A KA KA HA HA A A AA WA HA HAAA A 16 Change a C rd s Expiration Dalt 5 lt dy xl a VE
18. ubmitted payment in full for the Software and Documentation as set forth below in the Features Price and Payments section of this Agreement we grant you the following rights e The right to use of the Software and Documentation in accordance with the terms of this Agreement the License Title We remain the sole owner of all right title and interest in the Software and Documentation Features Price and Payments The price for the Software shall be in accordance with the current rates in place at the time in which you place your order and will be based upon the desired features therein The Software and Documentation will be forwarded to you and the term of the License will commence upon receipt in full by us of the amount set forth on the invoice for the Software and Documentation please allow an additional ten 10 days if payment is made by check If for any reason the Software and Documentation are received by you prior to full payment being made we reserve the right to suspend the License until payment in full is received by us If full payment is not made within thirty 30 days notice from us to you that we have not received the same we reserve the right to immediately terminate this Agreement and revoke the License The License and Agreement can be reinstated by us upon full payment from you Archival or Backup Copies You may 3 Page 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware Us
19. ues please contact our service department for further information Create the CSV File To create the csv file for import start with a blank Excel workbook If you do not have Excel you can use a similar spreadsheet program and translate these instructions to that program You will remove any excessive worksheets inside of the workbook and be left with Sheet1 as in the example below Page Layout Formulas Data Review View Y xX 12 Pa g e 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Next using Row 1 add CardNumber into Column A CurrentValue into Column B and IsActive into Column C Pay attention to the capitalization of each entry The screen should look like this Home Insert Page Layout Formulas Starting in Column A2 enter the starting card number Navigate to A3 by pressing the down arrow if you are not on A3 already We will enter a simple formula to create the remaining card numbers in the range In Cell A3 enter the formula A2 1 and hit Enter You should have a number in cell A3 that is one more than Cell A2 13 P a g e 2010 tailoredPOS TailoredPOS Integrated Gift Card Module for Dinerware User Guide V 2 x Next Navigate back to Cell A3 Holding the shift key and using the page down key on your keyboard navigate to the row number that equates the number of cards you have 1 For our example we have purch
20. xpiration Date To change the expiration date of a card find the card in the list of active cards and touch it once to highlight it After it is highlighted press the Change Expiration button on the bottom of the screen A new window will appear If you wish to remove the expiration date simply uncheck the This Card Expires checkbox and click Ok To change the expiration date after the window appears simply scroll to the new date highlight it in the calendar and then press ok Deactivate a Card To de activate a card look for the card in the list highlight it and press the De Activate Card button in the main screen 16 P a g e 2010 tailoredPOS
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