Advanced Merchant Pocket Merchant User guide
Contents
1. Credit Card Processing Total 0 00 i Card Expiration 00 00 Mew Log On Exit Program 4 Following the steps in the Wizard and enter the following information Card 4005 5500 0000 0019 Zip Code 92807 1425 the first 5 digits are also acceptable 92807 Amount 49 95 The wizard takes you through various steps of entering data needed for a credit card transaction by displaying a keypad By clicking the Accept button WEB Connect performs some quick validation routines on your data It also detects the type of credit card being used and formats it accordingly WEB Connect for Pocket PC page 6 While the Wizard helps in entering data in a logical manner you can also bring up the keypad by clicking on the respective field entry Below is the process for entering data when using the Wizard When using Pocket Merchant or PDA Swipe to swipe a credit card only the Amount Keypad will be shown more information about swiped transaction can be found under Credit Card Sales with PalmReader Plus Pocket Merchant and a Physical Credit Card x x amp CREDIT CARD SALE X CREDIT CARD SALE Name _ o o Name Address Address Zip Onw Zip 92807 1425 Inv Amount Tip Amount 49 95 Tip Total 0 00 l nme Total 49 95 Card Card 4005 550000000019 ___ Expiration oo v00 Expiration oo v00 3 Enter Card Number x 3 Enter Card Number xj 3 Enter ZIP Code E xj2. WEBConnect oe Validating Credit Card WEBConnect x tion will start Please verify and sign Invoice 4MS001 Name and Billing Address Name and Billing Address Pete Peterson Pete Peterson 123 Main Street 123 Main Street 92607 1425 92607 1425 Card and Amount Card and Amount 4005 5500 00000019 Ex 05 05 4005 5500 00000019 Ex 05 05 57 95 Includes Tip of 8 00 57 95 Includes Tip of 8 00 7 7 je A 4 je Please enter signature in box above Please enter signature in box aboyes Buttons that need to establish a At this stage one of three things can happen e The credit card gets approved e The credit card gets declined e The transaction cannot be completed because the server is undergoing maintenance or you are in an a weak or non wireless area Each of these situations are shown next Working with an Approved Credit Card Once a transaction is complete WEB Connect will return an Authorization Code and Transaction ID Both of these numbers are numerical In the case of a test account the Authorization Code will also contain letters i e VITAL6 as in the current example The transaction is automatically stored as an approval and can be accessed from the Transaction Manager for processing Voids or Credits The Credit Card Approval screen also provides you with the ability to print a receipt if you are using Pocket Merchant or Pocket Printer4 Print Setup is available from the IR Serial Options scre
3. hop to the Account Activation server If your PDA device is not set up properly a message box will display the problem i e connection not establish serial port already in use batteries too weak for starting a wireless connection IR port not open on your cell phone etc If communications are successful a message box will request a name verification of your merchant account 4 If the Merchant Name is correct click the Yes button This will send another request to the Account Activation server in order to valid the serial number The Merchant Name for test account 10600 is Merchant Anywhere PRI Test Account The Merchant Name for test account 10011 is PRI Test Account 5 Click on the OK button Your account becomes activated and if you are using the test account a message box appears indicating that any transactions processed will not actually occur After a WEBConnect x WebConnect clicking on the OK button you will then be brought to the i For PDA S Log On screen Here you can add the appropriate information to long into your account LOG ON INFORMATION Merchant ID 10600 Company Merchantonywhere Password 1234 fe Remember Password WEB Connect for Pocket PC page 3 Activating a Second Merchant Account If you activated the MerchantAnywhere Test Account you can always activate another account at anytime from the Log On Information screen Simply follow the steps below 1 Click on the Mer
4. 14 26 Approved an May 15 14 26 Invoice 45001 Name Pete Peterson NO YES Auth VITALS a Trans ID 467046 Amount 49 95 Batch still opened Batch closed i Issue a void Issue a credit A7 or rare YES Transaction voided and YES The Credit Transaction from the Transaction screen appears Information on sak or n 4 Manager how to issue a credit is shown ec ceil next If the batch was not closed out a message box will ask if you would like to issue a void If you choose Yes WEB Connect will re establish the connection void the transaction and display a message prompt If you click on the No button WEB Connect will return to the Transaction Manager and not void the transaction This is covered next WEB Connect for Pocket PC page 20 Issuing a Credit from the Transaction Manager Introduction If a transaction is already closed out i e the batch has been sent to the bank for processing at the end of the day then a void cannot be issued In such cases it is necessary to do a credit WEB Connect allows you to do full or partial credits The tutorial below shows you how to issue a partial credit once a transaction is already closed out Tutorial 1 Enter a value for the Credit not exceeding the amount displayed In the example below a value of 30 00 is entered Click on the Void Credit button 2 Click on the Issue Credit button The request is sent to the server Once approved a message a
5. WEB Connect for Pocket PC page 15 6 Fill in the remaining information Enter the Routing and Account numbers below or use one of your own checks The test account 10600 will not actually process any checks and you will not be charged any transaction fees See the Introduction for details on locating the routing and account numbers Routing 122 000001 Account 1245 780042 Amount 24 95 x x BANK ACCOUNT TRANSFER M BANK ACCOUNT TRANSFER Name Amy Peterson Name Amy Peterson Invoice AMS002 Invoice A4MS002 Amount 24 95 Tip _ 5 00 Total 29 95 l m ABA Bank Information Checking Routing 122 000001 Accoun t 1245 780042 7 Enter a Tip by clicking on the Tip Field optional If you are in the service industry you may request to have a tip added to the amount This is optional Click on the Tip field and hand it to the client The amount is shown in the caption If a Tip is not added it will not be shown on the verification screen or on the printed receipt In the example below a 5 00 tip is added for an amount of 24 95 Total 29 95 S Amount 74 95 Amount 49 95 Sonar Eee BoE nog oo on j pone f Ee oo The amount of the money transfer before any tip is added is shown here WEB Connect for Pocket PC page 16 8 Click on the Next button Bank Account Transfer Verification screen is displayed Here you can request a signature before sending
6. HEDE Beni gog 00 0 HBB ACCEPT Enter the Expiration Date by clicking on the respective field Exp Month 5 Exp Year 5 2 WEBConnect X W CREDIT CARD SALE 2 WEBConnect X W CREDIT CARD SALE Name Address Zip 92807 1425 Iny Name Address Zip 92807 1425 Iny Amount 00 Amount 49 95 Tip 8 00 Total oz Total Card Card 4005 5500 0000 0019 Expiration Expiration 05 ai 57 95 Menu Enter the Name and Address WEB Connect uses AVS Address Verification System when you manually enter credit cards The address must be the billing address for the card being used However to speed up writing information only the numeric portion of the address can be used for validation A complete address is beneficial for your records however Name Pete Peterson Address 123 Main Street 123 is also acceptable WEB Connect for Pocket PC page 7 6 Enter the Invoice Number Entering the invoice is optional If the invoice field is left blank then PVP CE will be added as a default value In the example below AMSOO1 is entered 7 Enter a Tip by clicking on the Tip Field optional If you are in the service industry you may request to have a tip added to the amount This is optional Click on the Tip field and hand it to the client The amount is shown in the caption If a Tip is not added it will not be shown on the verification screen or on the printed receipt
7. Issuing a Credit from the Transaction Manager cscsscsccncacseeonececerenecncnecncarsneneanseecnsesonsenseesnsensaesaneates 21 Working with Un Approved Transactions from the Transaction Manager sccscscsecseseeseeeeeeeeetseeesetseeeseeass 22 Using IR Setlal ODUONS srini EE AN AAE E 23 IIEROCIICEION n IIA E E E TT E E TIE E A E T 23 A INNTAR DAD e E A EEEE AEE EE 23 SRNO UD a POT e E nese ene E E 23 Setting Up a Card Reader Check Reader c ccccscssecncaneneanenecneansescnesesneesarsnsoneansesanseseneansaesnsensanenneates 23 Serverside Sinatur S Stre arininn RE EEE E AANA ANE a 24 Deleting All Data for a Single Merchant ACCOUN ccccceccscecseeeeseseeeeseeseeeeeeeeteeaeeeseeseseteesetaesetareesenstaeeneeass 24 Deleting All Merchant Accounts and Data ccsccecececseceeceseeeeeeeeeeeseeeeseeeeeeseeeeneeseeeserseserseseteraesensrsetenseenaeass 24 WEB Connect for Pocket PC WEB Connect Edition Tutorial Pocket PC Edition Welcome Welcome to WEB Connect This document is a step by step tutorial outlining the major features of WEB Connect Each tutorial takes under 10 minutes to perform As such it is recommended that you use these tutorials along with your PDA Installing WEB Connect Please follow the instructions below to install WEB Connect onto your Pocket PC In order to install PocketVerifier Professional you most have downloaded or obtained the software installation file WC_PPCInstall exe Note It
8. Merchant Solutions Inc Se Copyright 2002 All rights reserved Exit Program Mew Log On 3 Enter the following information Name Amy Peterson Invoice AMS002 or leave empty default is PVP CE 4 Choose Checking from the ABA Bank Info list The default is checking but you can choose checking or savings Most of the time your customers will be writing checks from their checking accounts but occasionally one of your customers may want to give you the information for a savings account 5 Click on the Wizard picture at the top left of the screen The Wizard will allow you to enter the Routing Number Account Number and the Amount of fund for transfer Using the explanation in the introduction above enter the numbers exactly as they appear on the check WEB Connect provides the proper formatting and validation of these numbers If you are using a Check Reader attached to your Pocket PC you can read the check at this point after which you will be asked to enter an amount to transfer S WEBConnect X xil After entering the name invoice and choosing the account type click on the Wi BANK ACCOUNT TRANSFER Wizard Same Amy Peterson Same Any Peterson Invoice 4M5002 Invoice 4M5002 Amount Tip Amount Tip Total 0 00 Total 0 00 ABA Bank Information i ABA Bank Information Checking p ree lt _ Choose an account type Routing Routing Account Account Menu
9. the PDA device from one sales rep to another and they each use different Merchant Accounts To access this feature you must be in the Account Activation screen To do this 1 Click on the OK button and return to the Menu screen 2 WEBConnect 2 Click on the LogOn text in the lower left side of the screen Web Connect 3 Click on the Merchant ID list and select New Account For PDA S 4 in ete iat ID and the Serial Number text areas Tee ieee R 5 Click on the Activate button Piet elaima by delete A message will display a warning and ask you to confirm your Serial Number delete action By clicking on the Yes button all data will be deleted and WEB Connect will quit The next time you open WEB Connect you will be required to activate at least one account see Activating a Merchant Account for detailed information WEB Connect for Pocket PC page 24
10. the information to the transaction server for requesting payment It is a good idea to give the customer your PDA device at this time so that they can verify that the account information and amount are correct They also add a signature optional 3 WEBConnect xi i 2 WEBConnect xi 2 WEBConnect x Please verify and sign Please verify and sign Wi BANK ACCOUNT TRANSFER Name Amy Peterson Amy Peterson Amy Peterson Invoice 4Ms002 Routing 122 000001 Routing 122 000001 A t 3495 Ti 5 00 Account 1245 780042 Account 1245 780042 oo pee u checking Account checking Account Total 79 95 Invoice AMS002 Invoice AMS002 ABA Bank Information Amount False mount False Checking Routing 122 000001 Account 1245 780042 Vimy Tason Please enter signature in box abowe Please enter signature in box abowe Menu Clear Next Back Store Print Send 9 Click on the Send button Once the information is verified and the customer signs the next step is to transmit the data to the transaction server which in turn initiates an Account Transfer Request Remember the electronic check acceptance feature is a convenience for a reputable vendor to accept non physical checks from honest customers To date there is no electronic verification system available that can offer all the Safeguards that are provided by physical checks and credit card transactions WEBConnect S Receiving Data Invoice 4
11. AP Name ogis John Fairchild Trim before 04 15 02 i Shows the dates when a transaction was saved and last time information was sent to the server for processing Click here to go back to Click here to delete this record Click here to re send this information the Transaction Manager from the Transaction Manager for approval You can also edit the transaction by clicking on Edit Transaction at the top left of the screen Note that for security reasons any changes in the amount will erase the current signature WEB Connect for Pocket PC page 22 Using IR Serial Options Introduction WEB Connect also has a number of other exciting features not normally found in traditional POS terminals These are Rep ID classification and Server Side Signature Storage In addition the options screen allows you to setup your Pocket PC to use one of our printers Pocket Printer 4 or Pocket Merchant and to setup a card reader or check reader a WEBConnect X WebConnect For PDA S SERIAL IR OPTIONS Rep ID 2 Printer Pocket Printer 4 Card Reader Pocket Merchant Card Reader on COM 1 fe Send signature to server Assigning a Rep ID A Representative Identification Number Rep ID is ideal for companies that have multiple agents in the field but use only one Merchant Account By assigning a Rep ID to each of your Reps you can monitor sales performance setup tip calculations
12. After installation WEB Connect will be installed in the Programs Directory To launch WEB Connect for the first time 1 Click on the Start Menu 2 Select Programs 3 Inthe Programs Directory select WEBConnect Depending on how your Pocket PC is setup you may not see the complete title i e WEBConn This will launch WEB Connect and start the activation process You may also want to all a shortcut to your Menu bar See your Pocket PC documentation on how to do this or visit the Pocket PC web site at http www microsoft com MOBILE developer technicalarticles shortcuts1 asp WEBConn Activating a Merchant Account Introduction When you first launch WEB Connect you will be required to activate at least one merchant account To do this you must submit your Merchant Account paperwork in order to be issued a Merchant ID and password In addition activation requires a serial number that is located on the inside flap of the Product Guide Account Activation If you already sent in your application and are waiting for your Merchant ID and password you can still activate a test account This tutorial shows the test account 10600 but your can also use the test account 10011 This account will allow you to try most of the features that WEB Connect has to offer It is recommended however that if you can use your own account with the examples in this tutorial The card numbers and amounts used in this tutorial for credit card t
13. ENT 39999 Card and Amount 4005 5500 0000 0019 Es 05 05 57 95 Includes Tip of 8 00 A filo Please enter signature in box above Approved transactions with no invoice display PVP CE page 13 Making an Account Transfer Sale Introduction This option is primarily so your business can accept checks by telephone fax machine or e mail If your customer can physically hand you a check YOU ARE BETTER OFF ACCEPTING IT AND PHYSICALLY DEPOSITING IT IN YOUR BANK The bad check protection statutes and laws generally apply only to physical checks with pen and ink signature In addition the customer can challenge and reverse the electronic check up to sixty days after it is issued The electronic check acceptance feature is a convenience for the reputable vendor to accept non physical checks from honest customers To date it does not offer all of the safeguards that physical checks and credit card transactions do Please familiarize yourself with the procedures for entering a credit card The procedures for an electronic check are nearly identical except that instead of entering a credit card account number and an expiration date you enter the numbers on the bottom of the check There are three groups of numbers on the check One is the check number the other is the ABA or bank routing number also known as the transit number and another is the Account number This is shown in the diagram below Tez Pa a vanced Solu
14. In the example below an 8 00 tip is added for an amount of 49 95 Total 57 95 Ss Amount 49 95 x Ss Amount 49 95 5 D EKSF g Cancel Amount of bill is shown here 0 ACCEPT CE ho oe oo 2 WEBConnect X W CREDIT CARD SALE Note When using Pocket Merchant or another Magnetic Card Reader attachment only the amount of the sale need be entered AVS in not required and swiped rates are lower than keyed entry Name Pete Peterson Address 123 Main Street Zip 92807 1425 Iny AMSO01 For information on how to use Pocket Merchant for entering credit card data Amount 49 95 Tip 8 00 7 i m see Credit Card Sales with Pocket Merchant and a Physical Credit Card Total 57 95 Card 4005 5500 0000 0019 Expiration 05 05 ___ _ Indicates a valid Visa card number Menu 8 Click on the Next button The Credit Card Verification screen is displayed Here you have the option to request a signature before sending the information to the transaction server for authorizing payment It is a good idea to give the customer your device at this time so they can verify that the billing address card number amount and tip if any are correct WEB Connect for Pocket PC page 8 9 Click on the Send button Once the information is verified and the customer signs the next step in to transmit the data to the transaction server for credit card approval
15. Mew Log On Exit Program Click here to go back to the Log On Information Click here to log off from the current Merchant Account screen and change to another Merchant Account and to exit the software WEB Connect for Pocket PC page 5 Making your First Credit Card Sale Introduction In this tutorial you will take a Credit Card sale You can follow step by step using the test account or your own Merchant Account by adding the exact data that is presented here The card number used in this tutorial is for demonstration purposes only and will not be processed by the system If you are using the test account you can also use any credit card even your own The test account will not process any transactions If you want to use a live card on your live account you will be charged the respective card s i e Visa MC Discover etc transaction rate If you do not wish to be charged this fixed transaction rate please use the test account The test account will also allow you to perform Voids and Credits The tutorial below will use a fictitious Visa card belonging to Pete Peterson Tutorial 1 Log On to your merchant account or the MerchantAnywhere Test Account 2 Click on the Credit Card Processing picture This opens the Credit Card Sale screen 3 Click on the Wizard WEBConnect 2 WEBConnect X WebConnect CREDIT CARD SALE For PDA S Name Address MerchantAnywhere Zip Inv Amount Tip
16. WEB Connect Professional Edition Pocket PC Version User Guide Copyright 2002 AMSI Payment Resources International All rights reserved WEB Connect for Pocket PC WEB Connect End User License Agreement EULA This Advanced Merchant Solutions Inc End User License Agreement EULA is a legal agreement between you either an individual or a single entity and Payment Resources International for the AMSI Payment Resources International software product identified above which includes computer software and may include associated media printed materials and online or electronic documentation The software also includes any updates and supplements to the original software provided to you by Advanced Merchant Solutions Inc Any software provided along with the software that is associated with a separate end user license agreement is licensed to you under the terms of that license agreement By installing copying downloading accessing or otherwise using the software you agree to be bound by the terms of this EULA USE You an entity or a person may use the software product identified above the software on ONE PDA within your organization TECHNICAL SUPPORT The software is provided as is Technical support is available only for registered users who have purchased the retail product or product downloads from the Internet Technical support can be obtained by contacting Payment Resources International RESTRICTIONS Excep
17. actions with no invoice will be displayed as PVP CE WEB Connect for Pocket PC page 12 5 Click on the Next button 6 Ask the customer to verify the information and to sign in the Signature box 2 WEBConnect X Name Pete Peterson Address CARD PRESENT ip 99999 Inv CREDIT CARD SALE Amount 49 95 Tip 8 00 Total 57 95 Card 4005 5500 0000 0019 wos O05 Cee Expiration Menu Clear 7 Click on the Send button SWesConnect ne WEBConnect El Please verify and sign Invoice Name and Billing Address Pete Peterson CARD PRESENT 39999 Card and Amount 4005 5500 0000 0019 Es 05 05 57 95 Includes Tip of 8 00 Sign here Please enter signature in box above Once the credit card is approved you are ready for another sale or you can print a receipt and have it signed see Working with an Approved Credit Card for details 2 WEBConnect X o Initializing Wirelss Stream Name and Billing Address Pete Peterson CARD PRESENT 39999 Card and Amount 4005 5500 0000 0019 Es 05 05 57 95 Includes Tip of 8 00 A fil Please enter signature in box above 2 WEBConnect X Xf CREDIT CARD APPROVED Name Pete Peterson Auth VITALS Trans ID 487046 Amount 49 95 Tip 3 00 Total 57 95 A E WEB Connect for Pocket PC WEBConnect x oe validating Credit Card Name and Billing Address Pete Peterson CARD PRES
18. and create individualized sales reports Signature Plus a companion product to WEB Connect even allows to query results based on the Rep ID Setting up a Printer WEB Connect allows you to setup a printer so that you can print receipts in the field Internal support exists for Pocket Printer 4 and Pocket Merchant Pocket Printer 4 is a dedicated mobile pocket printer where Pocket Merchant contains all the features of Pocket Printer 4 plus a card reader For additional information on how to use these printers please consult the documentation that comes with each individual unit Setting Up a Card Reader Check Reader The default setting for WEB Connect is set for Pocket Merchant This device attached to the COM 1 port of your Pocket PC The COM 1 port is generally set to the bottom connector of your Pocket PC If you connect a Card Reader or Check Reader to the bottom connector of your Pocket PC make sure you have set the Card Reader to COM 1 Note that if the Auto detect Connection is set for syncing your Pocket PC to your computer each time you turn on the power of an attached device the PDA will try to sync to your computer click on the Cancel button to stop this process If you purchased a Check Reader Printer or Card Reader from Advanced Merchant Solutions www merchantanywhere com then no changes need to be made to the device s configuration Simply follow the instructions that came with your package on how to install the reader t
19. chant ID drop down list box 2 Select New account in the list This displays the Account Activation screen WEBConnect x Web Connect For PDA S LOG ON INFORMATION Merchant ID 10600 Company Merchantanywhere Password Remember Password about 3 Follow the steps outlined in the above section Activating a Merchant Account Upon completion your new Merchant ID will be available in the Merchant ID drop down list You can use accounts 10011 or 10600 as alternate test accounts and even add your own Logging On to Your Merchant Account Once you have activated at least one account it is necessary to log on with your Merchant ID and Password before you can make credit card sales or transfer money from an account To log on to your account and display the Menu screen 1 Click on the Merchant ID drop down list box If you have more than one Merchant Account activated on your PDA 2 Select the account you want to use This tutorial will use Merchant ID 10600 3 Enter your password The MerchantAnywhere PRI Test Account 10600 uses the password 1234 After applying for your Merchant Account you should have received a password with your Merchant ID You should enter if here or use the test account with the password supplied above 4 Click on the Remember Password check box optional Each time you log on to this merchant account your password will be shown The password check box is depende
20. d WEB Connect allows you to save your password for each Merchant ID If you are in the field or at a customer s location and do not want to enter your password each time turn this feature on ET x WebConnect For PDA S LOG ON INFORMATION AOKI Merchant ID 10600 Company Merchantanywhere Password 4 fe Remember Password About IN Nae one LN ae gt DILTS W x a SN lt mI Ro Pio S559 Sui 4 is E Nek j ni Vy X gt wl 7G y Gy e NNS C 9 C Attach Pocket Merchant Pocket Merchant is a small compact 2 in 1 Printer and Card Reader With Pocket Merchant all the necessary information can be extracted from a credit card Performing credit card transactions with an actual credit card and obtaining signatures will also provide you with lower transactions rates from your Merchant Account provider To attach Pocket Merchant to your Pocket PC follow the instructions that came with the device WEB Connect for Pocket PC page 11 Performing Quick Credit Card Sales After following the Setting Up Your PDA for Quick Sales instructions above you are ready to see how easy and fast it is to take and validate credit cards for your sales 1 After launching WEB Connect click the OK button Since the Remember Password box is checked the current Merchant Account password i e account 10600 is already present All you need to do is click on the OK button Click on the Credit Card Processi
21. d may not be completely free of errors you are required to verify your work and make back up copies In no event will Advanced Merchant Solutions Inc be liable for direct indirect special incidental economic cover or consequential damages arising out of the use of or inability to use the software user documentation or technical support including without limitation damages or costs relating to the loss of profits business goodwill data or computer programs even if advised of the possibility of such damages Some states or provinces do not allow the exclusion or limitation of implied warranties or the limitation of liability for incidental or consequential damages so the above exclusion or limitation may not apply to you SOFTWARE SCOPE The software and any updates or supplements to it provided to you by Advanced Merchant Solutions Inc are licensed for a period of one year PRERELEASE CODE The software may contain pre release code that is not at the level of performance and compatibility of the final generally available product offering These portions of the software product may not operate correctly and may be substantially modified prior to the first commercial shipment Advanced Merchant Solutions Inc is not obligated to make this or any later version of the software product commercially available TERMINATION Without prejudice to any other rights Advanced Merchant Solutions Inc may terminate this EULA if you fail to comply w
22. en Otherwise click on the New Sale button and return back to the Menu screen In some cases you will also be permitted to delete the order from the internal database WEBConnect X 3 WEBConnect x f CREDIT CARD APPROYED Web Co n nect Invoice AMS001 i For PDA S Name Pete Peterson READY TO PRINT Auth VITALS Trans ID 487046 Please turn on your printer and click Amount 49 95 the icon below to start the printing Tip 6 00 process Total 57 95 i o Pag marei Click here to print WEB Connect for Pocket PC page 9 After clicking on the Send button communica _ communications link with the Internet are color coded differently from all other buttons Working with a Declined Credit Card There are many reasons why a card can get declined Yet for whatever reason WEB Connect allows you to return to the previous Credit Card Sale screen for entering a new card or different information If for some reason you want to keep a declined transaction you can always click on the Store button from the Credit Card Verification screen WEBConnect x Important Note Declined Cards are not automatically saved like Approved Transactions You must click on the Store button before exiting WEB Connect Otherwise you will loose this information Cet CREDIT CARD DECLINED Invoice 45001 For security reasons WEB Connect does not save any information in memory once another program takes co
23. g transactions for Credit Cards and Bank Account Transfers It is also the entry point for allowing voids and credits of completed credit card transactions This section of the tutorial is designed to give you a basic over view of what the Transaction Manager can do The data contained in the Transaction Manager will depend on what processes you have already performed Thus in most cases the data presented here may not be identical to the data available on your PDA device i e Transaction and Authorization IDs dates and approval types will differ Tutorial To open the Transaction Manager 1 Log on to your Merchant Account or the MerchantAnywhere Test Account 2 Click on the Transaction Manager picture This opens the Transaction Manager screen AS WEBConnect X WEBConnect x a WEBConnect x Web Co nnect is Web Co nnect TRANSACTION MANAGER For PDA S j For PDA S Type w Credit Card Sales Status All Transactions LOG ON INFORMATION MerchantAnywhere Merchant ID 10600 aii OS1Sf02 x Pete Peterson Compangs MerchontAmynhere Hik 05 15 02 John Fairchild Password 1234 fe Remember Password cj a i SE CE 4 Trim before 04 15 02 A e fih Advanced Merchant Solutions Inc Re Copyright 2002 All rights reserved Mew Log On Exit Program Overview of the Transaction Manager WEBConnect x TRANSACTION MANAGER Type Credit Card Sales Status All Transactions Ch
24. here are three 3 records but only one 1 matches the selected criteria WEBConnect Type Account Transters Status Credit Card Sales DATE SP Name OS1S 02 x Pete Peterson osis John Fairchild Trim before 04 15 02 Ef i 3 Click on the Name list The list contains a number of selections on how to display data in the Transaction Manager 2 WEBConnect X TRANSACTION MANAGER Type Credit Card Sales Status All Transactions DATE AP Name osisfoe x ate Pete son o5 15 o2 John Fairchild Trim before 04 15 02 WEB Connect for Pocket PC x TRANSACTION MANAGER Type Credit Card Sales Status All Transactions DATE AFP Name OS1Sf02 x Pete Peterson os5 15 o2 John Fairchild Trim before 04 15 02 Ef i x TRANSACTION MANAGER Type Credit Card Sales Status All Transactions DATE AP Name Total Amount OS 15 02 x Tip Amount 05 15 02 Rep ID Transaction ID Auth Code Invoice Number Date Approved Date Last Sent Trim before 04 15 02 f i page 19 4 Click on the first item in the list This opens up the Credit Card Approved screen with additional information 5 Click on the Void Credit button WEB Connect sends a request to the transaction server and determines if the batch was closed out 2 WEBConnect X Is the batched Closed SN Ef CREDIT CARD APPROVED Made Sale an May 15
25. hiso002 a WEBConnect X 2 WEBConnect EW ACC T TRANSFER COMPLETE Please verify and sign Amy Peterson Invoice 4M5002 Routing 122 000001 Account 1245 780042 checking Account Name Amy Peterson Auth 470504 Trans ID 470504 Amount 24 95 Tip 5 00 Total 29 95 Vary Tason Name Amy Peterson Auth 470504 Trans ID 470504 Amount 24 95 Tip 5 00 Total 29 95 Vary Tason Invoice AMs002 Arnount False Vimy Tason Please enter signature in box above Coa Bae Cre Gere At this stage the account transfer can either be approved or declined In addition if the server is undergoing maintenance or you are in an a weak or non wireless area the request cannot be completed For approved transfers you can click on the Memo button then issue a printed receipt See Working with an Approved Credit Card above for detailed information For a declined event such as Non Sufficient Funds in an account it is recommended that you request another form of payment The Same is true in a weak or non wireless location Credit Cards and physical checks are the best forms of payment WEB Connect allows you to store Account Transfer data for transmitting at a later time however credit card sales are much more reliable WEB Connect for Pocket PC page 17 Using the Transaction Manager Introduction The Transaction Manager screen is the area where you can view completed and pendin
26. is assumed that you have already installed the Pocket PC Active Sync software that came with your Pocket PC and that you have successfully performed a User or Guess Connection between your Pocket PC and the computer you are using to install this software If not please consult the documentation that came with your Pocket PC device and set up your system before continuing with this installation For on line documentation on how to set up your Pocket PC please visit http www microsoft com mobile pocketpc tutorials Installation In order to install WEB Connect onto your device 1 Place your Pocket PC into its cradle and establish communications with your computer If you are using a computer other than your own you do not need to create a partnership logging in as a guess is sufficient for installing the software Locate WC_PPCInstall exe Double click on this file The installation will start Simply follow the directions located on the screen When the installation is complete WEB Connect will be successfully installed onto your Pocket PC and registered with the system Registering Booster WEB Connect requires the Booster runtime to be installed on your Pocket PC The above installation automatically installs this runtime and allows for a 30 day evaluation period To use this runtime after the 30 period you are required to register at http www appforge com booster htm WEB Connect for Pocket PC page 1 Launching WEB Connect
27. ith the terms and conditions of this EULA In such event you must destroy all copies of the software and all of its component parts U S GOVERNMENT RESTRICTED RIGHTS The software and or user documentation is provided with RESTRICTED AND LIMITED RIGHTS Duplication or disclosure by the Government is subject to restrictions as set forth in FAR 52 227 14 June 1987 Alternate III g 3 FAR 52 227 19 June 1987 or DFARS 52 227 7013 c 1 June 1988 as applicable Contractor Manufacturer is Advanced Merchant Solutions Inc Inc P O Box 3523 Fullerton CA 92834 GENERAL This software is NOT FOR EXPORT 2002 Advanced Merchant Solutions Inc and Payment Resources International All rights reserved WEB Connect for Pocket PC Table of Contents Wer OME orin 1 THSCANING WEB CONNECTE cacciani aa A i 1 A lN a E E os uneiveesatednsesenessesnextsaneeeaerns saeseee 1 Registering BOOSIE tensasguncnasetcsnanejacenastuncusteucceiaaatasunan aise uaiudenntedsennoedueceudeucanl nal deiunidoveveudsdanteceioniwenasatecat 1 AUC WEB CODO oeer EE E E A A S 2 Activating a Merchant ACCOUNE icisesccasdansenecensscasdensacncacatcneicsusdanidanastuceresecdedensecvssweusavasacdenvensssnauencntienes 2 Activating a Second M rchant ACCOUNE wiiiissicisssvassnsvsnpnscassnavanencnensteninesanrwnaiendwiancnedenunnnnasasavananaucacednnaes 4 Logging On t Your Merchant ACCOUNE ocdi aaa 4 Making your First Credit Card Sai arscccacecasvavscnvacnvanssvnnvsususesusessis
28. ng picture A WEBConnect xi Gein x 3 WEBConnect x WebConnect WebGonnect W ceon carosae For PDA S For PDA S Name Address LOG ON INFORMATION MerchantAnywhere m fas Merchant ID 10600 Amount Tip Company Merchant nywhere Credit Card Processing Password 1234 Total 0 00 Card Expiration 00 00 fe Remember Password x Advanced Merchant Solutions Inc Mew Log On Exit Program Swipe the Credit Card through the Pocket Merchant credit card reader magnetic strip facing the unit On a successful swipe multiple tracks of the card data are analyzed and compared for validation Once validation is complete the data is automatically transferred to the PDA device and the number pad appears Enter any amount and click on the ACCEPT button All data needed to process the current sale is now entered and focus is brought to the Invoice text area Entering an invoice is optional and need not be performed for quick sales Entering a Tip is also optional At this point the name of the card holder card number and expiration date appears on the Credit Card Sale screen In addition Address displays CARD PRESENT and Zip Code displays 99999 Any modifications to this screen with the exception of the Amount and Invoice fields will automatically cancel card swiped data 4S Enter Amount Note Entering an invoice is optional Entering a Tip is also optional Approved trans
29. nt on the Merchant ID i e you can choose to remember a password for one Merchant ID and not another WEB Connect for Pocket PC page 4 5 Click on the OK button This brings you to the Menu screen where you can perform sales using credit cards transfer funds from checking or savings accounts enter the Transaction Manager see Using the Transaction Manager and set up options Information related to this screen is shown below T WEBConnect xi BRE x ERE X WeoConnect WerConnect WebConnect For PDA S _ For PDA S _ For PDA S LOG ON INFORMATION LOG ON INFORMATION MerchantAnywhere 10011 10600 Merchant JD Merchant ID 10600 Company New Account Company Merchantonywhere Password Password 1234 Remember Password fe Remember Password Mew Log On Exit Program Menu Screen Functions xl WebConnect For PDA S Title displays the name of the Merchant Account If the name is longer that 25 characters it is shortened with Click here to enter Credit Card Sale Processing where you perform all your credit card sales Click here to enter Account Transfers Click here to go to the Transaction Manager screen where you can review all stored and approved transactions See Using the Transaction Manager for more details Click here to change your IR Serial options or to remove all data stored in the Transaction Manager for the current Merchant Account
30. ntrol Name Pete Peterson Auth Trans ID Amount 49 95 Tip 5 00 Total 57 95 A a Working with Transactions in a Weak Non Wireless Area There may be times when you are unable to perform a wireless approval for a credit card Some possible situations are The location you are in may have weak coverage causing a long time for processing to occur The location has no coverage at all The batteries on the PDA device may be too weak to provide a proper transmission The connection may be slow due to heavy traffic on the transaction and validation servers The transaction servers may be down for routine maintenance Your wireless service may be temporarily unavailable due to routine maintenance For whatever reason WEB Connect allows you to stop an existing connection and to store Credit Card information in the Transaction Manager for processing and validating at a later time To do this click on the Rotating Box to stop the connection and try again If you cannot get validation from the servers try at a later time by clicking on the Store button Ss WEBConnect xj 2 WEBConnect X Initializing Wirelss Stream Please verify and sign Click on the Rotating Box to stop the current connection Invoice 4M5001 Name and Billing Address Pete Peterson 123 Main Street 97607 1425 Card and Amount Name and Billing Address Pete Peterson 123 Main Street 97607 1425 See Using the Transac
31. nusenteciccdsevesedadeaacaticacaressasssneevasnsaenes 5 IOC GION eare E E E anc cto sac aeecaanee ae seeameamaceaia urenteadan te 6 GTN rca cece ve ces ge pee See rites E canes 6 Working with an Approved Credit Cal cisacisasssacasicasacnsisassuntaccnsnnndianstaivicaiacesicasaninccssansncaasinducnsncassenenie 9 Working with a Declined Credit Card siciitirivacavinsnvccadccessnancacicnssasticacssatanacauansaususcsanucdnenseiainanensachnsien 10 Working with Transactions in a Weak Non Wireless Area sssssssnssnunnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 10 Credit Card Sales with Pocket Merchant and a Physical Credit Card ssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 11 MOC UCO iueiai E E A A e tetuae as eeret 11 Setting Up Your PDA for Quick SNCS active tthe ato ve tug taicossehauenses neuer nnauetpesied ens aua whens A NE A Ei aT iia 11 Performing Quick Credit Card SGICS sic cscssticisssiwarssactacaerimiuseesilanyeestosnsnenneixesasbevonnelnadeniataasesimecseeaanaaneswenaus 12 Making a n Account Transfer Sale wisiatsscecustsascnesescscaesdcnsnccsscsansuvscalsesusnsasusenanensawauscasuucsntesscurscaecaiecnis 14 Jipii ONCE Oe acy E A E E E E E AA E ante E EE AE E E E E 14 TUO a T A 14 Using the Transaction MAN AGG hrceacacdanasavenapscazswsatedadnesanssanasnucsauansunasinasssceresersignerusanueasuesausanseuaususaniues 18 Issuing a Void from the Transaction Manager s ssssssssssrersrnrnrnsrnnnnrnrnrnrnrnrnrnnnrnrnrnnnnnnnrnnnrnenenenenenenrnnnnne 19
32. o your Pocket PC WEB Connect for Pocket PC page 23 Server Side Signature Storage There may be times when you want to store the client s signature on the server when the signature is stored on the server you can retrieve it through the WEB Based Transaction Manager i e Transaction Central The default setting for this feature is set to OFF It is recommended that Signatures be sent only in areas where wireless connectivity is optimal and that a high connection speed can be established as signature data can contain up to 2000 bytes Deleting All Data for a Single Merchant Account The IR Serial Option screen also contains a button called Purge all data There may be times when you want to switch Merchant Accounts and delete all data from an existing account To do this click on the Purge all data button All the records stored in the Transaction Manager for the current account will be deleted ce WEBConnect WebConnect For PDA S SERIAL IR OPTIONS Rep ID 2 Printer Pocket Printer 4 Card Reader Pocket Merchant Card Reader on Sue Click here to delete all transaction records for F Send signature to server the current Merchant Account Deleting All Merchant Accounts and Data Rather than deleting data for a single account you may want to remove all existing Merchant Accounts from WEB Connect but still Keep the software on the device This is especially important if you are transferring
33. oose Credit Card Sales or Account Transfers Show All Pending or Approved Transactions DATE 05 15 02 Os5 15 o2 John Fairchild AP Name Drop down list to display different information Date transaction occurred sorted by oldest first Indicates an approved transaction Pete Peterson Trim before 04 15 02 H Clicking on the Trim button will delete all records for current Opens the calendar to select a Trim Date The default Trim Type and Status before the Trim Date Date is 30 days before the current date Indicates total number of records In this example 3 records are Credit Card Sales The remaining are Account Transfers WEB Connect for Pocket PC page 18 Arrows to move next previous if more than 5 transactions Issuing a Void from the Transaction Manager Introduction After a Credit Card transaction is completed the transaction server submits the record for end of day closeout batch processing If a closeout has not yet been performed WEB Connect allows you to void a transaction Issuing a void or a credit depends solely on whether a closeout has occurred The tutorial below gives an example of issuing a void in most cases you can issue a void immediately after you received an Approved Credit Card transaction Tutorial 1 Open the Transaction Manager 2 Select Type Credit Card Sales The list will only display Credit Card transactions that were approved In the example below t
34. ppears indicating that the credit was successful WEBConnect 2 WEBConnect X Tif CREDIT TRANSACTION Ti CREDIT TRANSACTION RANSACTION Made Sale on May 15 14 26 Approved an May 15 14 26 Invoice 45001 Made Sale an May 15 14 26 Approved an May 15 14 26 Invoice 415001 Made Sale on May 15 14 26 Approved an May 15 14 26 Invoice 45001 Name Pete Peterson Auth VITALS Trans ID 467046 Amount 49 95 Issue a credit of Mote Credit cannot be greater than Amount shown Name Pete Peterson Auth VITALS Trans ID 467046 Amount 49 95 Issue a credit of Mote Credit cannot be greater than Amount shown Cancel Memo Name Pete Peterson Auth VITALS Trans ID 467046 Amount 49 95 Issue a credit of Mote Credit cannot be greater Cancel Memo FREDOL err Issue Credit 3 Click on the Yes button in the message prompt WEB Connect will delete this transaction from its records and return you to the Transaction Manager WEBConnect x TRANSACTION MANAGER Type Credit Card Sales Status All Transactions DATE AF Name osis John Fairchild Transaction record Pete Peterson is removed after issuing a credit Trim before 04 15 02 i One less record is displayed WEB Connect for Pocket PC page 21 Working with Un Approved Transactions from the Transaction Manager Introduction The
35. ransactions are for testing purposes only They are special test cards that will provide valid responses but will not be processed on your account When you first run WEB Connect you will be asked to activate an account Click the OK button to show the Account Activation screen 9 WEBConnect 9 WEBConnect WebConnect WebConnect For PDA S For PDA S ACCOUNT ACTIVATION Loading Program Message Box Prompt Click OK to continue Merchant ID 10600 Serial Number ser 1234 Receiving Data WEB Connect for Pocket PC page 2 Tutorial 1 Enter your Merchant ID in to the Merchant ID text area The test account number is 10600 or 10011 2 Enter your Serial Number into the Serial Number text area The serial number for either test account is ser1234 i x Note fai NEN _T When starting the communication process your Pocket PC may display Ay eb oO n nect additional messages the exact message you will see at this point will vary o S from PDA to PDA For PDA S It is also important that you have setup your Pocket PC correctly o that it ACCOUNT ACTIVATION can automatically connect to the Internet If you have not yet setup your connection or need help in setting the correct parameters please visit Merchant ID 10600 http www microsoft com mobile pocketpc software connected asp Serial Number ser1234 EA Receiving Data 3 Click on the Activate button This will result in a communication
36. re may be times when you are unable to perform a wireless approval for a credit card or account transfer after taking all the information See Working with Transactions in a Weak Non Wireless Area for details In this case you save the information to the Transaction Manager for processing at a later date The tutorial below explains how to do this processing Tutorial 1 Open the Transaction Manager 2 Select Type Credit Card Sales Select Type Account Transfers if you want to display the Account Transfers list 3 Select Status All Transactions If you select Pending Transaction a list of all credit card transactions that have not yet been approved will be displayed 4 Click on one from the list This example uses John Fairchild This brings up the Credit Card Verification screen From this screen you can re send the information and obtain an approval code or you can delete the record if the order was cancelled In addition you can print additional copies if you have a printer such as PocketPrinter4 or Pocket Merchant installed on your PDA device 2 WEBConnect X 2 WEBConnect x Edit Transaction Click here to edit the current transaction TRANSACTION MANAGER Invoice PYP CE Name and Billing Address John Fairchild 123 Main fooo4 Card and Amount 4005 5500 0000 0019 Ex o7 02 123 00 gh a Saved 05715 14 50 Sent NEVER Type Credit Card Sales Status All Transactions DATE
37. t as authorized by the user documentation you may not merge modify or adapt the software in any way including reverse engineering disassembling de compiling or attempting to enable features that are disabled You may not loan rent lease license or otherwise transfer the software or any copy of it to any third party outside your organization COPYRIGHT All intellectual property rights in the software and user documentation are owned by Advanced Merchant Solutions Inc or its suppliers and are protected by United States Canadian and international copyright laws other applicable copyright laws and international treaty provisions Advanced Merchant Solutions Inc retains all rights not expressly granted NO WARRANTY Given the nature of this right to use AMSI and Payment Resources International make no warranty or representation either expressed or implied with respect to the software or related user documentation or technical support including their quality performance merchantability or fitness for a particular purpose No Advanced Merchant Solutions Inc or Payment Resources International dealer distributor agent or employee is authorized to make any modifications or addition to this warranty NO SUPPORT You will not receive any technical support other than automated support from Advanced Merchant Solutions Inc in connection with your use of the software LIMITATION OF LIABILITY Because software is inherently complex an
38. tion Manager on how to resubmit unapproved sales transactions Card and Amount WEB Connect for Pocket PC 4005 5500 0000 0019 Ex 05 05 57 95 Includes Tip of 8 00 A il Please enter signature in box above 4005 5500 0000 0019 Ex 05 05 57 95 Includes Tip of 8 00 A il Please enter signature in box above Connecting to Server Stopped Connection page 10 Credit Card Sales with Pocket Merchant and a Physical Credit Card Introduction In the previous example you made your first sale by entering the customer s credit card and billing information While the Pocket PC allow you the ability to enter text using handwriting recognition or an on screen keyboard there is still room for making mistakes entering an address person s name or card number This compounded with working in the field can be a daunting task However WEB Connect was designed to make credit cards sales quickly and accurately in only a few steps As a matter of fact you can do everything by using the corner of a credit card instead of your stylus This tutorial shows you how Setting Up Your PDA for Quick Sales A Automatically Launch WEB Connect There are a number of ways to launch WEB Connect Visit http microsoft handango com There you can enter the Keyword LAUNCHER into the search box and find the best tool for your Pocket PC Some are freeware while others are shareware require a small purchase fee B Bypass the Log On Passwor
39. tions Ime DATE as T O S SN ORDER OF a es Pe it IA H Bank of America Check Routing Account Number Number Number Please note that the relative positions may vary from check to check but the check number on the bottom always matches the number in the upper right hand corner Additionally the routing number can always be found between two I marks If you attach the optional accessory Check Reader Plus you can simply pass a check through the reader and have the routing number and account number appear on the Bank Account Transfer screen Visit http www merchantanywhere com for information on this accessory and others This tutorial will use a fictitious savings account Thus we recommend that you use the MerchantAnywhere Test Account 10600 You can of course use your own account and do an actual transfer WEB Connect for Pocket PC page 14 Tutorial 1 Log onto your Merchant Account or the MerchantAnywhere Test Account 2 Click on the Account Transfers picture This opens the Bank Account Transfer screen WEBConnect x WEBConnect x 2 WEBConnect x Web Co nnect Web Co nnect W BANK ACCOUNT TRANSFER For PDA S For PDA S Name Invoice LOG ON INFORMATION MerchantAnywhere Amants Tip Merchant ID 10600 Total 0 00 Company Merchantanywhere ABA Bank Information Password 1234 Checking F Remember Password Routing Account E Advanced
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