VeriFone Omni 3740 Manual

Paytronix POS Operators Guide

Verifone Terminal

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 2 of 12

Table of Contents

Introduction....................................................................................................................................................3!

Verifone Terminal Models Supported by Paytronix..................................................................................3!

Verifone Terminal Image...........................................................................................................................3!

Terminal Screen on Power-Up...................................................................................................................3!

Overview of Terminal Functions – Main Paytronix Menu........................................................................5!

Selecting Paytronix Application ................................................................................................................5!

Terminal Functions ....................................................................................................................................6!

I.!Balance Inquiry............................................................................................................................6!

II.!Add Gift $ ................................................................................................................................6!

III.!Redeem Gift $ ..........................................................................................................................7!

IV.!Gift Auth and Gift Final...........................................................................................................7!

V.!Void Add $...............................................................................................................................8!

VI.!Void Redeem $.........................................................................................................................8!

VII.!Bulk Gift Activate ................................................................................................................8!

Terminal Reports........................................................................................................................................9!

Manager Functions...................................................................................................................................10!

Terminal Setup.........................................................................................................................................11!

Setup Process for Internet Connected Terminals.................................................................................11!

Setup Process for Phone Connected Terminals ...................................................................................12!

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 3 of 12

Introduction

This manual is to assist those using the VeriFone Terminals over IP and dial-up.

Verifone Terminal Models Supported by Paytronix

As of v7.3, Paytronix application has been tested on Verifone Omni 3740/3750 and Vx570 terminals.

Verifone Terminal Image

Terminal Screen on Power-Up

When the terminal is initially powered up it will display a screen that shows the different applications that are

installed. The screen resembles the image below.

To run Paytronix simply press the Function key next to the Paytronix name (example F2 in the image below)

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 4 of 12

COMM Server is software that manages IP communications. This application may or may not be installed. This is

a third party application not provided by Paytronix.

Softpay (or similar name) is often software that runs credit cards. This is a third party application not provided by

Paytronix and may or may not be installed.

Press F2 button in order to

access Paytronix. Then

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 5 of 12

Overview of Terminal Functions – Main Paytronix Menu

Paytronix Systems has developed a suite of different gift card functions that can be operated on a VeriFone

Terminal. Once initiating Paytronix on the screen, the user will see 6 different options on the main menu.

Screen 1:

1. Balance Inquiry

2. Add Points and Pay

3. Add Gift $

4. Redeem Rewards

5. Redeem Gift $

6. Manager Functions

Screen 2:

1. Report Functions

2. Media Exchange

3. Gift Auth

4. Gift Final

5. Bulk Gift Activate

6. Void Add $

Screen 3:

1. Void Redeem $

2. Void Accrue Points

3. Logout

Selecting Paytronix Application

The VeriFone Terminal can run multiple software applications. In a multi-application configuration, for example,

running both credit cards and Paytronix, it is important to select the correct application. When powered on the

system will initialize to a screen that displays the different applications. Press the key next to the Paytronix name to

launch the Paytronix application.

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 6 of 12

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

----------------------------------------------------------------

Card #: ****04340***

Card Holder Name (if registered)

Tier

----------------------------------------------------------

999999 Store Manager

Transaction #1038 06/15/2004 02:59:01

Balance Inquiry

----------------------------------------------------------

Stored Value

Current Balance 15.00

Exp Date: 01/01/2012

Reward and point Balances (if any)

Receipt Trailer Information

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

----------------------------------------------------------

Card #: *****04340***

Card Holder Name (if registered)

Tier

----------------------------------------------------------

999999 Store Manager

Transaction #1038 06/15/2004 02:59:01

Add $ 50.00

----------------------------------------------------------

Stored Value

Original Balance 00.00

Transaction Amount 50.00

Current Balance 50.00

Reward and point Balances (if any)

Receipt Trailer Information

Terminal Functions

The different terminal functions will be discussed in this section. Most of the functions discussed print a “Cash

Drawer Slip”. This slip always should be placed in the cash drawer to assist in reconciliation processes at the close

of business. The slips are also displayed below next to the associated function.

I. Balance Inquiry

The Balance Inquiry functionality allows a guest to obtain their card

balances via manually entering the printed card number or by

having the card swiped. To use this functionality, you must do the

following:

a. To find out the value of a card, press “1. Balance Inquiry” from

the numeric keypad.

b. You are now prompted to “Swipe or Type Card #”.

c. Once the card is typed/swipe, the guest’s card balances appear

on screen. To print the balance for the guest, press the PF4

button (4th purple button from the left). A sample receipt is

shown.

II. Add Gift $

The Add Gift $ functionality allows a guest to either sell a new gift

card to a guest or add additional money to an existing card. To use

this functionality do the following:

a. Press “3. Add Gift $” from the numeric keypad.

b. Swipe or type the card number of the guest’s card.

c. Enter the dollar amount requested by the guest to put on the

card.

d. Press enter. A guest receipt will automatically print. A

sample receipt is shown.

e. After the guest receipt has printed. Press enter and the cash

drawer receipt will print. Press enter and the balance

information will be displayed on the screen and can be

reprinted. Press enter to return to the functions screen.

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 7 of 12

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

----------------------------------------------------------

Card #: *****04340***

Card Holder Name (if registered)

Tier

----------------------------------------------------------

999999 Store Manager

Transaction #1038 06/15/2004 02:59:01

Redeem $ 30.00

----------------------------------------------------------

Stored Value

Original Balance 50.00

Transaction Amount 30.00

Current Balance 20.00

Reward and point Balances (if any)

Receipt Trailer Information

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

Date 01/01/2004

11:58:02

Server 999999 Store Manager

Txn# 1002

Card Type Stored Value

Card # ***135179

Auth Code 682751

Card Balance $50.00

----------------------------------------------------------

AUTH AMOUNT $36.75

TIP ________

TOTAL

_________

SIGNATURE

GUEST (MERCHANT) COPY

III. Redeem Gift $

Redeem Gift $ is a single step redemption of gift cards. In a

restaurant where guests pay at the Point-of-sale, tipping is usually

NOT allowed from the gift cards and shortening the time to process

the redemption is critical. For these cases, use this single step

redemption of value from a guest’s card. Do the following:

a. Press “5. Redeem Gift $” from the numeric keypad.

b. Swipe or type the card number of the guest’s card.

c. Enter the total dollar amount of the check.

d. Two receipts will print, one for the guest, one for the cash

drawer.

IV. Gift Auth and Gift Final

Gift Auth and Gift Final is a 2-step payment process that allows

for a tip when redeeming from a guest’s card. In order to use

this, the guest’s card must have monetary value on it. To use the

Gift Auth and Gift Final functionality, you must do the following:

a. From the main menu, press the purple key under the “ ”

from the numeric keypad to go to screen 2.

b. Press “3. Gift Auth” from the numeric keypad.

c. Enter the total dollar amount (before tip) of the check.

d. Swipe or type the card number of the guest’s card.

e. The transaction automatically prints two receipts; one for

the guest to add the tip, total, and sign that will stay at the

store, and a second receipt for the guest to keep. (Sample

receipts are shown to the right).

f. After the guest has completed signing the receipt, then the

gift final function needs to be completed.

g. Press “4. Gift Final” from the numeric keypad.

h. Enter the Transaction Number (found on the receipt

header)

i. Enter the total amount of the requested redemption

(including the tip)

j. Confirm that what was entered is correct.

k. Once the confirmation is complete, the redemption will

occur, and a cash drawer slip for the total amount

redeemed will print.

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 8 of 12

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

----------------------------------------------------------

Card #: *****04340***

Card Holder Name (if registered)

Tier

----------------------------------------------------------

999999 Store Manager

Transaction #1038 06/15/2004 02:59:01

Void Add $ 5.00 -

----------------------------------------------------------

Stored Value

Original Balance 25.00

Transaction Amount -5.00

Current Balance 20.00

Receipt Trailer Information

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

----------------------------------------------------------

Card #: *****04340***

Card Holder Name (if registered)

Tier

----------------------------------------------------------

999999 Store Manager

Transaction #1038 06/15/2004 02:59:01

Void Add $ 7.00 -

Receipt Trailer Information

----------------------------------------------------------

Stored Value

Original Balance 20.00

Transaction Amount 7.00

Current Balance 27.00

Store Name

Store Address 1

Store Address 2

City, State ZIP

Phone Number

-----------------------------------------------------------

999999 Store Manager Term ID:1

Transaction #1038 11/15/2007 02:59:01

-----------------------------------------------------------

Multiple Gift Card Sale

Auth #: 532693

Number of Cards sold 2

Amount added per card 10.00

Total Amount 20.00

Card #: Balance

****129901*** 10.00

****130057*** 10.00

Receipt Trailer Information

V. Void Add $

Void Add $ will void money from a card. This function should be

used when money has been mistakenly added to a card. Do the

following:

a. From the main menu, press the purple key under the “ ”

from the numeric keypad to go to screen 2.

b. Press “5. Void Add $” from the numeric keypad.

c. Enter the dollar amount to be voided

d. Enter a promo code. Only applies to loyalty programs if

promo codes are setup.

e. Swipe or type the card number of the guest’s card.

f. Two receipts will print, one for the guest, one for the cash

drawer.

VI. Void Redeem $

Void Redeem $ will void a redemption transaction. In other words a

card was used to pay for an item but it should not have been. This

payment needs to be voided and the money refunded back to the

card. This function will void the payment transaction. Do the

following:

a. From the main menu, press the purple key under the “ ”

from the numeric keypad twice to go to screen 3.

b. Press “1. Void Redeem $” from the numeric keypad.

c. Enter the dollar amount of the payment to be voided

d. Swipe or type the card number of the guest’s card.

e. Two receipts will print, one for the guest, one for the cash

drawer.

VII. Bulk Gift Activate

Bulk Gift Activate allows multiple cards (must be sequential) to be

activated in a single transaction. The maximum number of cards in

a transaction is 100. If successful, all cards will be activated with a

same $ amount. Do the following:

a. From the main menu, press the purple key under the “ ”

from the numeric keypad to go to screen 2.

b. Press “5. Bulk Gift Activate” from the numeric keypad.

c. Enter the dollar amount to be added to each card.

d. Enter the discount percentage.

e. Swipe or type the card number of the first card to be

activated.

f. Swipe or type the card number of the last card to be activated

g. Enter total number of cards to be activated.

h. Two receipts will print, one for the guest, one for the cash

drawer.

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 9 of 12

Terminal Reports

The Report functionality allows a merchant/franchisee to run some reports on site to get up to date information on

either the current period (day) or previous period (day) activities of the various Paytronix functionality.

The reports will allow the Store Manager at the end of the day to reconcile Paytronix transactions with the cash

From the main menu, press the purple key under the “ ” from the numeric keypad.

1. Summary Reports

a. Current Period

This report allows a merchant/franchisee to print up a report in receipt form of the current

period’s activities of wallet activity on all gift card and redeemed rewards.

b. Last Period

This report allows a merchant/franchisee to print up a report in receipt form of the last

period’s activities of wallet activity on all gift card and redeemed rewards.

2. End of Day Reports

a. Current Period

This report allows a merchant/franchisee to print up a report in receipt form of the current

period’s activities of wallet activity on all gift card and redeemed rewards. It also includes

a detailed list of all stored value activity on Redeem, Void Add, and Void Redeem. After

viewing/printing, you are given the option of performing a close day. The Close Day

functionality allows a merchant/franchisee to close out all of the present day’s activities of

the Paytronix functionality.

b. Last Period

This report allows a merchant/franchisee to print up a report in receipt form of the last

period’s activities of wallet activity on all gift card and redeemed rewards

3. User Report

This report allows a merchant/franchisee to print up a report in receipt form of the list of all users

with access to the Paytronix application.

4. Pending Auth Report

The Pending Auth report allows a merchant/franchisee to view all Paytronix Authorized

transactions that have not been finalized to date.

Verifone Terminal - Paytronix POS Operator Guide

Paytronix Systems Inc. Confidential

Page 10 of 12

Manager Functions

From the Paytronix main menu, press “6. Manager Functions” from the numeric keypad. The following functions

appear:

1. Manual System Refresh

The Manual System Refresh allows the merchant/franchisee to refresh their terminal’s configuration in

case the Paytronix application is experiencing technical difficulties. In general, this is a diagnostic tool.

To use this do the following:

•Press “1” from the numeric keypad to enter Manual System Refresh.

•If you want to refresh the system, press “1,” or if you decided not to refresh, press “2” on the

numeric keypad to go back to the Manager Function Main Menu.

2. User Management

The user management function allows the merchant/franchisee to perform the following functions:

a. Add a User

You need to repeat these steps for each employee. The GM could keep a spreadsheet with

UserID, PIN and the persons first/lastname. Keep this spreadsheet in safe place.

1. Login to Paytronix

2. Press (1) Manager Functions

3. Press (2) User Management

4. Press (1) Add User

5. Enter User ID: <= this will be the cashier ID that will appear in reports for this user

6. Enter PIN: <= the PIN number that the cashier will login under, choose 4 digits

7. Enter Username: <=enter the persons name using ALPHA key or just enter UserID again

8. Cashier or Manager <= normally choose cashier. Managers have the ability to run reports,

close day and access Manager Functions

9. User Added Press Enter

b. Delete a User

You should do this to remove the default user 999999

1. Login to Paytronix

2. Press (1) Manager Functions

3. Press (2) User Management

4. Press (2) Edit User

5. Select User

6. Press (1) Delete User

7. Are you sure? Press (1) Yes

c. Get a User list

This will print out a list of users so you can see who is programmed into the terminal

1. Login to Paytronix

2. Press (1) Manager Functions

3. Press (2) User Management

4. Press (3) User Report

Otros manuales para Omni 3740

Este manual sirve para los siguientes modelos

Tabla de contenidos

Otros manuales de Terminal de pago de VeriFone

VeriFone

VeriFone V400c Instrucciones de uso

VeriFone

VeriFone VX805 CTLS Guía de configuración rápida

VeriFone

VeriFone HICAPS VX820 Manual de usuario

VeriFone

VeriFone P200 Manual de usuario

VeriFone

VeriFone Vx-520 Series APACS 40 Manual de usuario

VeriFone

VeriFone VX510LE Manual de usuario

VeriFone

VeriFone VX 520 Series Manual de usuario

VeriFone

VeriFone Omni 3210 Manual de usuario

VeriFone

VeriFone evolution series Manual de servicio

VeriFone

VeriFone TRANZ 460 Manual de usuario

VeriFone

VeriFone VX 680 Manual de usuario

VeriFone

VeriFone MX850 Manual de usuario

VeriFone

VeriFone V240m Manual de usuario

VeriFone

VeriFone MX800 Series Manual de usuario

VeriFone

VeriFone Vx-520 Series APACS 40 Manual de usuario

VeriFone

VeriFone P400 Manual de usuario

VeriFone

VeriFone Omni 3200M Manual de usuario

VeriFone

VeriFone P400 Manual de usuario

VeriFone

VeriFone VX570 Manual de usuario

VeriFone

VeriFone NURIT 8000 Manual de usuario

VeriFone

VeriFone VX 675 Series Manual de usuario

VeriFone

VeriFone HICAPS VX820 Manual de usuario

VeriFone

VeriFone V240m Manual de usuario

VeriFone

VeriFone Vx-520 Series APACS 40 Manual de usuario

Manuales populares de Terminal de pago de otras marcas

PAX

PAX D180SRF Manual de usuario

LinkPoint

LinkPoint AIO Manual de usuario

Moneris

Moneris hispeed 6200 Manual de usuario

Moneris

Moneris iWL220 Manual de usuario

Ingenico

Ingenico iUC280 Manual de usuario

Ingenico

Ingenico Tetra Move/5000 Manual de usuario

Ingenico

Ingenico iWL250B Manual de usuario

Optimum

Optimum M4230 Manual de usuario

Triton

Triton RL5000 Manual de usuario

Ingenico group

Ingenico group Lane/8000 Manual de usuario

Gilbarco

Gilbarco FlexPay IV CRIND Manual de instalación y operación

Infinite Peripherals

Infinite Peripherals Infinea Tab Lite Manual de usuario

PAX

PAX S920 Manual de usuario

Ingenico

Ingenico iCT220, iCT250 Manual de usuario

dejavoo

dejavoo Z Series Manual de usuario

Optomany

Optomany axept S900 Manual de usuario

Skyzer

Skyzer iWL252 BLUETOOTH Manual de usuario

Moneris

Moneris iWL220 Manual de usuario