Pogo>® User Guide - First Data Merchant Solutions
Contents
1. E 17 DEVICE EN S a E E 17 ON OOUT e E E E sagen cesencneeec mas een ngeeee case neecnnaceece ss eecenetecescace e uenoseetecagseateu 18 Eleis el 21 9 eae E nC eee en ee ee E E eee eee 19 Tanman VACA ON aO het ee nen an eet en ere en a ee a 20 Transaction Syne VVC OMS CUO i iia aape sees ce ceee Sespasse be een easans desea EE E teas asthe gaciuedaaseseeseee 20 Transaction Sync Mobile Data Connection scscgssececcisccdessusdecebessdedsadisdace neidsodsacusdedebessiatsadiedodaceidcoteacustecebee 21 Appendix A Certificate Reset on the Online ACCOUNL cccccccescccssseccesseeeesseeeessseecesseecesseeeeessaesenseeeeesaeeess 22 Ta First Data Merchant Solutions Downloading amp Installing the Pogo gt App Once you have registered as a Pogo Merchant you can download the Pogo App from the App Store Select the App store from your devices home screen and proceed to download the application Supported Versions The supported iPhone Operating Systems for Pogo are versions 7 0 and above NOTE There are known issues related to Bluetooth connectivity for iOS version 7 1 2 Please check your iOS version and if its 7 1 2 we would highly recommend updating the iOS version of your device Activation amp Sign In to the Pogo gt App Search for the Pogo App in the iOS application menu click on the App and enter your username and password If you have forgotten your password select the lost password option from the log in2. ee Soe eee 2013 11 12 15 26 2013 11 12 15 26 476173 0010 S eaU 476173 0010 Se 2013 11 07 17 30 2013 11 07 17 30 476173 0010 2 79 476173 0010 2 79 2013 11 07 17 16 2013 11 07 17 16 476173 0010 ii 476173 0010 9 69 Feyra 2 79 faens 2 79 e Swipe the customers e All transactions e To start a refund tap on card used for the processed via that card the specific transaction purchase through the will then be displayed on to show the transaction Map Options Info items Map Options Other Refund 0 00 Other Refund 0 00 Total Refund 0 00 Total Refund 0 00 i o emee o pa 1 x Cheesecake 3 50 i 1 x Cheesecake 3 50 1 x Test10 10 00 5 1 x Test10 10 00 Refund e Tap on the Items option to e Tap here to refund the show all products within the transaction transaction Page 14 a First Data Merchant Solutions Pogo Issue Refund Card Not Present Go to the Refund screen and search by date order ID or amount for the specific transaction to be refunded Once the transaction has been found click on the transaction and select the Items menu to refund any of the items from the original basket 2013 11 12 15 26 476173 0010 ou 2013 11 07 17 30 476173 0010 2 79 2013 11 07 17 16 476173 0010 sic 2013 08 04 19 06 476173 0036 2 79 e All transactions processed via that card will then be displayed o
3. menu search for the specific transaction select the Details option and input the customer s email address This can also be found in the Refund screen of the Pogo App Details Items Map Options a ae ee Page 11 a First Data Merchant Solutions Pogo Remote Key Injection During a payment checks are run for valid security keys within the Card Reader In the unlikely event of problems with the keys you will see the message below The following process is automatic and you will only be prompted to select OK to proceed Encryption keys not loaded into Security keys have been card reader The encryption key injected into the card reader loading process will now start and it is now ready to use e Once the keys have been retrieved select OK and you will be taken back to the payment processing screen e If the encryption keys are not loaded this message will be displayed Select OK to proceed and the Card Reader will automatically retrieve the keys Page 12 Pogo Transaction History a First Data Merchant Solutions History All transactions are stored within the Pogo App and can be reviewed by selecting the History button on the Main Menu screen oJ etl xi Refund Settings Help i First Data Merchant Solutions e Select the History button on the Main Menu screen Info tems Map Options Paid 1 x Marlboro Red Fli
4. months transactions click on the Order reference to see the details or sort them by clicking on the column headers Processed sales volumes Transactions by status Statements fa December 2014 10 E approved November 2014 E declined 5 W October 2014 ian F August 2014 ioo a a a a a a a 0 31 Dec 01 Jan 02 Jan 03 Jan 04 Jan 05 Jan 06 Jan November December January Once you reach the Administration Menu click on Reset certificate download failed attempts Ta First Data Merchant Solutions Reports Administration Administration Manage users Change password Transaction notification settings Page 22 Ta First Data Merchant Solutions Pogo Click on Reset to download the certificate to the new device being used This also applies if the App has been deleted from the device and installed again Tu First Data Merchant Solutions Reports Administration POGO settings The certificate download page used by the mobile application can been locked in these cases because of multiple failed authentication attempts because the certificate has already been successfully downloaded By resetting you will enable the mobile application download the certificate again Reset certificates download page Failed attempts of dowloading certificate Merchant eligible to download certificate Once complete a successful message will appear on your online account Ta Firs
5. screen and call the number presented on the screen LA oleae en the LS App Store e To start the Pogo App e The Pogo splash screen press the Pogo App Icon will be displayed Page 4 Ta First Data Merchant Solutions Navigating the Pogo gt App Main Menu The Main Menu Screen shows all of the options available within the Pogo application Press any App Icon to access that specific area of the Pogo application The History Button will display all transactions that you have completed You will be able to see the details of each transaction including the items sold the date the amount and the location where the transaction was completed The Catalogue Button is used to add delete and edit your Pressing the Sale Button catalogue of available allows you to add items products You can create and quantities to the categories of products add Basket connect to the LY ay pictures of products and Card Reader take amend pricing Sale History Catalog payments etc LZ JAKE Tap the Refund Button Refund Saunas Help The Help Button lists to search the list of all Frequently Asked Questions transactions fora FAQs provides links to the specific sale You can Pogo Payment Website as then select from I First Data well as contact details in the Merchant Solutions partial full or one off refunds to perform unlikely event you need support The Settings Button al
6. ayment from your customer Basket Description Add Item Scan Item Next e Tap the symbol in the top right hand side of the navigation bar to add one off Items to the basket Adding Items to the Basket with the Scanner Pogo will ask you to add an item to the catalogue before adding it to the basket if the item is not in the basket prior to being scanned Basket Description Total 4 30 Add Item Next e To add a product to the basket using the scan function simply press the Scan Item button and the barcode scanner will be activated Page 8 a First Data Merchant Solutions Pogo Take a Payment Basket Description PED Error Could Not connect to PED Please ensure it is powered on and connected Ok e Once you have built the e If the Card Reader has been powered off please use basket select the Next the On Off button located on the side of the Card option the Pogo App Reader to turn it on will automatically connect to the Card Reader a Pogo Sales Pogo ee E m a eD eD Z Connected To Card Reader Read Payment Card Started Transaction g Connected To Payment Gateway v Completed Transaction e If the Card Reader is in e Hand the Card Reader to e The Pogo App will track sleep mode simply push the customer The the processing steps you the green tick button on customer will be can cancel the pa
7. ce you will need to do a certificate reset on the online account in order to gain access NOTE2 Transaction synchronisation will bring back the list of transactions and detail regarding each of the transactions but will NOT bring back each of the items associated to the transaction or the location associated to the transaction Transaction Sync WIFI Connection If you are on Wifi when installing the App all transactions will be seamlessly updated on your Pogo application Two notifications will be displayed while the process is taking place eccce ciffgaff gt 16 25 4 eccce ciffgaff gt 16 25 4 me Syncing Transactions Transaction Sync Complete Sale History Catalog Sale History Catalog 4 2 4 2 Saxe oe Xe Refund Settings Help Refund Settings Help First Data First Data fl Merchant Solutions fl Merchant Solutions e On Wifi transaction synchronisation e Once all transactions are starts seamlessly and you will see the downloaded a message stating message Syncing Transactions on the Transactions have been screen synced will be presented Page 20 Pogo a First Data Merchant Solutions Transaction Sync Mobile Data Connection If you are not on Wifi when installing the App the transactions will not synchronise automatically and you will need to manually activate the synchronisation of the transactions In order to synchronise transactions you will need to go to Settings and clic
8. ck on the screen e pea _ T _ Update Key Update the Card Reader with new security keys Update Keys Card Reader Log Send the Card Reader log to the payment gateway Card Reader Log Change Password Change your password a O A Ta Change Password Synchronise Transactions Download recent transactions from the payment gateway Synchronise Transactions Page 18 Ta First Data Merchant Solutions Pogo Help Screen To access the Help Menu select the Help button on the Main Menu screen a J x see Ef X Refund Settings I First Data Merchant Solutions e Tap on the Help button to access a range of Frequently Asked Questions FAQs Page 19 Ta First Data Merchant Solutions Transaction Synchronisation If you change your device or delete the Pogo App from your phone in order to recover your transaction history you will need to perform a transaction synchronisation The transaction synchronisation will bring back all past transactions made with Pogo both in the History and Refund screens Transaction synchronisation will be seamlessly performed for you if you are using Wifi as the default connection when accessing the application If you are on 3G connection transaction sync will need to be manually performed through the Settings Menu NOTE If you are installing the App on a new devi
9. k Accept to continue with the process using your data connection Update Keys Update the Card Reader with new security keys Update Keys a a a S _ Card Reader Log Send the Card Reader log to the payment gateway Card Reader Log Change Password Change your password AANA Synchronise Transactions Download recent transactions from the payment gateway Synchronise Transactions rE e Select Synchronise Transactions in the Settings Menu This will download transactions from the payments gateway and save them to your device You are ona cellular connection and this will use data Do you want to continue downloading Cancel e Accept the usage of your mobile data to download transactions Page 21 Pogo Ta First Data Merchant Solutions Appendix A Certificate Reset on the Online Account When a new device is used for Pogo you will need to access the online account and perform a certificate reset in order to enable Pogo to grant you access to the App on the new device Access your online account and click on Administration in the dashboard i First Data Merchant Solutions Reports Administration Welcome to the Pogo gt Online Account Here s where you ll find useful information on the card sales you ve made with Pogo You can download your statements from the last 13 months The transaction table shows the last 6
10. lows you to configure a range of User selectable features as well as providing information on the App Card Reader etc Once you have selected a menu you can return to the previous menu by simply tapping the Pogo Icon located at the left hand side of the navigation bar at the top of each menu screen Page 5 Ta First Data OS Merchant Solutions Card Reader Setup To switch on your Card The Reader will go to sleep Reader make sure that when not in use to preserve the Card Reader has been battery and can be woken fully charged you will find by pressing the button with the Power On Off button the green tick located on located on the left hand the right hand side of the side of the Card Reader keypad it s the small black button set into the case Pairing Devices For first time use you will need to connect the card reader to the Pogo App via pairing and using Bluetooth To make the initial connection follow these steps 1 To connect your handset and or tablet via Bluetooth to the card reader turn on the card reader and wait for the Bluetooth symbol to start flashing Select the card reader name and pair from the list of local devices on your handset Then press the green tick on your card reader to complete the process 2 All done you re now ready to start taking card payments 3 When you transact for the first time your mobile device and card reader will automatically
11. n the Pogo App Page 15 Pogo Ie First Data Merchant Solutions Other Refund Rather than refunding a specific item from a transaction you can refund a specific amount You cannot enter an amount that exceeds the original transaction amount e Select the Other e The device keypad will be e Enter the amount you Refund option displayed wish to refund You will be prompted to enter your password to confirm the refund Page 16 a First Data Vy gt Merchant Solutions Settings Screen To access the Settings Menu select the Settings button on the Main Menu screen a i a I First Data Merchant Solutions e Select the Settings option from the Main Menu To turn on off any setting select the check box To access the Application Settings Menu select the Settings button on the Main Menu screen and scroll down to the Application Settings section Information in this section is non configurable and used for support services you may be asked to provide these details when speaking to our Merchant Support Services Device Settings To access the Device Settings Menu select the Settings button on the Main Menu screen and scroll down to Device Settings Page 17 Pogo Sign Out a First Data Merchant Solutions In order to Sign Out of the Pogo App you will need to click on the upper right hand corner padlo
12. p 4 00 Box 20 Duty Free j Paid 1 x Cheesecake 3 50 1 x Test10 10 00 e By selecting the Items option a list detailing each item in that specific transaction is listed 2013 11 12 15 26 476173 0010 4 30 2013 11 07 17 30 476173 0010 2 79 2013 11 07 17 16 476173 0010 9 69 2013 08 04 19 06 4761 73 eee 0036 E 2 79 e All transactions will be listed here To search for a specific customer transaction simply enter the last four digits of their card Info Items Map Options B3013 A3013 e The Pogo App uses Geo tagging which shows the location where the transaction took place info Items Map Options 14 50 Type Sale Date 2013 11 12 18 04 Card Number 41333 0038 Approval Code 140865 Source Chip e Once you have selected a specific transaction you can view detailed information about the transaction by selecting one of the options at the top of the screen Details Items Map Options Waa ed Ps a Did ceipt D y ee ee ee e You can resend the receipt to the merchant by using Options in the History screen Page 13 IQACD irst Data a gt fal Merchant Solutions Refund Screen Issue Refund Card Present A specific card can be found by swiping the card magnetic stripe through the Card Reader This will search for all transactions associated with that card Swipe reader TD ames
13. re First Data Merchant Solutions EA First Data Merchant Solutions Pogo User Guide for iPhone iPad and iPod touch L Available on the a AppStore Pogo First Data Merchant Solutions Introduction to Pogo gt This document provides detailed information on how best to use the Pogo e application to benefit your business The intention is to convey all the necessary information about Pogo to get you up and running and accepting credit and debit card payments Please take the time to read this carefully to ensure that you maximise the benefits and potential of Pogo What is Pogo gt Pogo provides a simple and low cost solution for small to medium sized businesses to accept card payments anywhere anytime using a smartphone or tablet device What can Pogo gt offer to your business e Quick secure and reliable credit and debit card payment acceptance e Funding received within a few days e Compact robust design and long battery life e Free online account management and support materials Sign up today Simply complete our online application form to start taking card payments For more information visit pogopayments co uk Page 2 gt ES First Data Merchant Solutions Table of Contents Moru ONTO PO 0 seme neem meee tr eerie Ornette eer ene ae eer tee ee ere ene eee ee ee ee eee eee 2 MTS PO eea S E R E 2 What can Pogo offer to your DUSINGSS 2 iisicsscccssecqwensesadsensescn
14. synchronise by remote key injection to secure connections from your card reader to the payment networks You will only need to do this once as the Card Reader and your phone tablet will remember the connection When taking a payment from the Sale Screen the Pogo App will restart this connection each time it is needed Before taking your first customer payment we recommend that you perform some test transactions and refunds so that remote key injection is performed and you become familiar with the steps involved in using your Pogo device Page 6 Ta First Data Merchant Solutions Pogo Catalogue Screen Adding Products to the Catalogue The Pogo application enables you to store information about your products within the catalogue such as description price photos and the product barcode Sale Screen Adding Items to the Basket You can click and search for the name of a particular product in your catalogue in the sale screen by clicking on Add Item and selecting the item that you want to add Basket Description ET e Press the Add Item button to enter more Items to the basket Page 7 a First Data Merchant Solutions Pogo One off Transaction A one off transaction is for a product that is not currently in your catalogue You can access one time payment on the upper right hand side of the sale screen enter the product description and price and accept the p
15. t Data Merchant Solutions Reports Administration POGO settings The certificate download page used by the mobile application can been locked in these cases because of multiple failed authentication attempts because the certificate has already been successfully downloaded By resetting you will enable the mobile application download the certificate again The Process has finished successfully Reset certificates download page Failed attempts of dowloading certificate Merchant eligible to download certificate First Data Merchant Solutions is a trading name of First Data Europe Limited a private limited company incorporated in England company number 02012925 with a registered address at Janus House Endeavour Drive Basildon Essex SS14 3WF First Data Europe Limited is authorised by the UK Financial Conduct Authority under the Payment Service Regulations 2009 for the provision of payment services FCA register No 582703 2015 First Data Corporation All Rights Reserved All trademarks service marks and trade names referenced in this material are the property of their respective owners Apple the Apple logo and iPhone are trademarks of Apple Inc registered in the U S and other countries App Store is a service mark of Apple Inc 21960 6681 0315 Page 23
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17. yment the Card Reader to wake prompted to insert their at any time by pressing the reader up ready for card and enter their PIN the Cancel Payment payment button at the bottom of the screen Page 9 a First Data AN gt Merchant Solutions Swipe amp Signature If a card cannot be read the cardholder will be prompted to remove and re insert their card Should the card fail to read x3 times the Pogo App will ask you to swipe the cardholders card in the swipe reader located at the top of the Card Reader Swipe reader _ Sale Amount 15 00 Merchant John Q Smith Pogo 7 J oes es IS Hack 1 3 S 6 7 2 5 0 e The signature screen will appear on your mobile device and through the swipe the Pogo App will prompt you to hand the mobile device to reader at the top of the cardholder Advise the customer to sign using their the Pogo Card finger and click Save to proceed e Swipe the card Reader Page 10 a First Data Ph ee pes nm L L J 4 Merchant Solutions Receipts Once a payment has been made you can send an electronic receipt to the customer by using the Would you like a receipt functionality which appears after the payment has been approved Simply enter your customer s email address and select Yes and then click OK to continue If a customer requests a receipt after the payment has been completed go into the History
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