WebPOS Training Guide

Transcription

1 WebPOS Training Guide Follow the steps detailed in this document to start taking payments via epay s WebPOS portal today! Overview Step 1: Download your Digital Certificate following the instructions provided on page 2 in this user guide. Download ONLY to the computers you want to have access to log into WebPOS. Step 2: Access WebPOS by clicking on the following URL or copy and paste into your browser: Be sure to save this webpage to your Favorites. To log in, enter your new user name and password. You will be prompted to change your password upon first login. If you need assistance in finding this information or accessing the site with your digital certificate, please call the epay customer service number below. Step 3: Use the instructions beginning on page 4 of this Guide to walk you through how to perform a sale, refund and how to access your reporting. Questions or Concerns? Contact Customer Service 24/7/365: Training Index Page 2 How to Download and Install Your Digital Security Certificate Page 3 Accessing Your WebPOS Account, Account Information, and Hardware Indicators Page 4 How to Set Up and Disable Users Page 5 How to Process PIN and Mobile Recharge (RTR) Sales Page 6 - How to Process an International Mobile Recharge (IMR) Sale Page 7 How to Process Refunds Page 8 Reporting Page 9 Fraud Prevention Tips 1

2 Step 1: Download and Install Your Digital Security Certificate 1. Click on the link at the beginning of your welcome that reads, Please Click Here to install or save anywhere on your desktop. A pop-up box will appear; click the Download Now button. 2. Click Next on the Welcome to the Certificate Import Wizard window. 5. On the Certificate Store window, ensure the Automatically select the certificate button is selected and click Next. 3. Click Next on the File to Import window. 6. Complete the import process by clicking the Finish button on confirmation window. Click OK on security warning window. 4. Enter your private key password (provided in the ). Make sure only the third box is checked, and click Next. You should see a message that states Import Successful. (If you receive a Security Warning message, click Yes or Okay to proceed with the install.) 2

3 Step 2: Access Your WebPOS Account Click on the URL, or copy and paste into your web browser: If you are a prompted with a digital certificate choice box (similar to the window to the right), choose the certificate beginning with Web_Client and click OK. Enter the Username and Password provided in your Welcome . You should be prompted to change the temporary password to a secure password of your choice during this process. Use the remaining pages of this user guide to learn how to process sales and refund transactions, sell new products available to you, pull reporting, view invoices and much more! Step 3: Read the Rest of this Guide to Learn About the Features and Functionality in WebPOS Account Information Once you are logged in to WebPOS, your account details are displayed in the upper border of the main page. This information is 1) Username 2) Available Credit and 3) Total Sales. Available credit is the total amount of possible retail sales remaining on the account. Total Sales is the total sum of all retail transactions since the previous day s cutoff time. At the bottom of the WebPOS main page you will find the epay Terminal ID linked to your account, your retailer name and address. This TID is the number Customer Service will use to identify you when you call for assistance. Terminal Id Wireless and More 3500 College Boulevard Leawood, KS Powered by epay (epayworldwide.com) A Euronet Worldwide Company Hardware Indicators A feature on the main page is the indicators for card swipe and receipt printer devices. A green light indicates these pieces of hardware are installed and detected by WebPOS. Your internet browser must have ActiveX controls installed. Yellow indicates that there may be a device detected, but not installed properly. Red indicates that there is no hardware detected. 3

4 How to Set Up Users 1. Log in using your admin username and password. 2. Click Administer Organization from the left side menu. 3. Click Admin Users. 4. Click Add New User to Virtual Store. 5. Enter the required information for each user: The username should be their RMS Login Check the box for Force user to reset password Web Session Timeout should be set to 15 minutes Do NOT check the box for Clerk-Report-Show-Only- Transaction-Reports if you want the user to see invoices Check the Clerk-ShowCredit box to give the clerk the ability to see the store credit limit; otherwise, it will show as $0 Check the permissions the new user needs and then click on save WebPOSUser Provide login credentials to the new user How to Disable a User 1. Follow Steps 1-3 above from How to Set Up Users. 2. Locate the user you wish to edit and click the admin user button next to their User ID. 3. Check the User disabled box. 4. Click the Update User button. 4

5 How to Process a PIN Sale 1. Click the button for the product you wish to sell 2. Select the dollar amount the customer requested. 4. The transaction is complete. You can print a copy of the receipt for the customer or your records if a printer is connected. 3. Confirm the transaction. If something is not correct, select Back to make a change or Cancel to stop the transaction. How to Process a Mobile Recharge (RTR) Sale 1. Click the button for the product you wish to sell. 2. Select the option for RTR. 5. The transaction is complete. You can print a copy of the receipt for the customer or your records if a printer is connected. 3. Enter the amount of the recharge and the mobile phone number to be recharged. 4. Confirm the transaction. 5

6 How to Process an International Mobile Recharge (IMR) Sale Note: IMR transactions are non-refundable. 1. Click the button for the product you wish to sell. 3. Enter the international telephone number, with country code. 4. Confirm the transaction. 5. The transaction is complete. You can print a copy of the receipt for the customer or your records if a printer is connected. 2. Select the (carrier/country and) dollar amount. 6

7 How to Process a Refund (from the Main Screen) Refunded PINs are credited to your account on your next invoice. If, after being credited, it is determined that the PIN was successfully added to a phone, your account will be re-charged for that PIN. 1. Click the Refund Transaction button. 2. Enter the Original Transaction Id from the customer receipt. Click Next. 3. Confirm the transaction to be refunded. The transaction is complete. How to Process a Refund (from the Reporting Page) Refunded PINs are credited to your account on your next invoice. If, after being credited, it is determined that the PIN was successfully added to a phone, your account will be re-charged for that PIN. 1. Click the Reporting button from the main page. 2. Choose a Transaction Report. 3. Highlight the intended transaction and click Refund 4. Notification window will confirm refund status. Click Close. The transaction is complete. 7

8 Reporting 1. Click the Reporting button from the main screen. 2. Select from the list (see example list below) the report you wish to run. A few key reports include: Look-up Transaction / Search Transaction Data - Transaction information is available in real-time. You can look up specific transactions by Control Number, Transaction Number, Client Reference Number, Mobile Number or Card Number. Invoice Reports - Invoices and billed transactions can be searched and viewed online. The invoice report options are Outstanding Invoices, Look-up Invoice, Search Invoices, Look-up Billed Transactions and Query Billed Transactions. All invoices can be downloaded as a.pdf file. Transactions can be viewed within each invoice by clicking on the Transactions tab on any invoice report. Billed Transactions - Billed transactions can be viewed within each invoice by clicking on the Transactions tab on any invoice report. Questions or Concerns? Contact Customer Service 24/7/365:

9 Fraud Prevention Tips epay has compiled the following tips to aid the success of your prepaid/payments program. Please share these tips with all cashiers, and post a copy by each register for quick reference and to serve as a constant reminder. Tip #1: Remind existing employees and train new employees to NEVER GIVE PIN NUMBERS OVER THE PHONE. epay will NEVER call your store and ask for a PIN number. If anyone calls your store and claims they are with epay (or PaySpot) and requests PIN numbers for whatever reason do NOT give any PIN numbers over the phone, as it is a scam. A true epay employee would only need the Control number or Serial number. Protect your store by enforcing this crucial tip with your employees. Tip #2: When it comes to processing prepaid and payment transactions, ALWAYS TAKE PAYMENT FROM THE CUSTOMER BEFORE PROCESSING A TRANSACTION. If the customer doesn t have cash, or gives you a credit card that will be declined, you want to know that BEFORE you process a transaction, so your store doesn t incur any unnecessary charges. This also helps to avoid customers walking out of your store with activated cards while they just go out to the car to get their checkbook, when in reality, they are walking out to never come back, and your store just got charged but didn t collect payment from the customer. Tip #3: Assign each clerk a confidential operator code and require them to use that code only. Do not make codes too simple, and don t set up all of your clerks under one operator code. When a clerk resigns or gets let go, remove his or her code from the terminal. Tip #4: Assign each clerk a confidential operator code and require them to use that code only. Do not make codes too simple, and don t set up all of your clerks under one operator code. When a clerk resigns or gets let go, remove his or her code from the terminal. Tip #5: Never refund a product that has left your store or been out of your sight. Chances are good that it could have been used during that time. Terminal receipts include phone card and gift card serial numbers just below the product description. The final 6 digits on the receipt should match the final 6 digits of the number that appears on the card itself. If the numbers do not match, the receipt is not for the phone card or gift card presented. If a customer comes back with a gift or debit card and states the card has no balance, do not give a refund or activate the card unless the customer has the original receipt showing that the card was indeed paid for in the first place. You should also verify that the card was never successfully activated by calling the Customer Service number on the back of the card. Tip #6: Product providers (like Green Dot and NetSpend) and wireless carriers (like Boost, AT&T and Verizon) do not contact retail locations directly. If your store receives a call from someone claiming to be with a prepaid/payments provider and asks you to check something or process something at the terminal (maybe claiming your terminal is offline, or they need to walk you through an update, for example), DO NOT COMPLY. If there were a legitimate issue, the provider would contact epay, not your store. On a similar note, personnel from a retailer s corporate office should not have a need to call a specific location requesting some sort of test or transaction at the point-of-sale, either. You should let the caller know that you need to verify the request with your prepaid provider, epay, and cannot accommodate their request until you do. Tip #7: Regarding cards that come in packages (such as prepaid debit cards and gift cards) - make sure the packaging has not been tampered with or opened by the customer before you ring it up. If it appears the packaging has been tampered with, check to make sure there is still a card inside, and that the serial number on the back of the card matches the serial number on the back of the package. If the card is missing or the serial numbers do not match, cut up the package and throw it away. Tampered packaging often indicates fraud; to be safe you should destroy the altered product and obtain a new package from the display. Tip #8: If a customer asks you to load a PIN onto their account for them, respectfully decline. By declining, both the clerk and the store are protected from any liability. If a customer leaves your sight, then returns claiming their PIN does not work and asks you to try loading it for them, do NOT attempt to do so. This is a common ploy by thieves. Chances are good they successfully loaded the PIN while they were out of your site, and you would hear an invalid PIN message because it has already been loaded by them. Once the PIN has left your sight, it is up to your discretion whether or not to credit the customer. Most PIN receipts have a The PIN is non-refundable message printed on them to help you enforce the no-refund policy. If your store refunds a PIN that was in fact loaded by the customer, your store will be charged. Tip #9: If a customer asks you to load a PIN onto their account for them, respectfully decline. By declining, both the clerk and the store are protected from any liability. If a customer leaves your sight, then returns claiming their PIN does not work and asks you to try loading it for them, do NOT attempt to do so. This is a common ploy by thieves. Chances are good they successfully loaded the PIN while they were out of your site, and you would hear an invalid PIN message because it has already been loaded by them. Once the PIN has left your sight, it is up to your discretion whether or not to credit the customer. Most PIN receipts have a The PIN is non-refundable message printed on them to help you enforce the no-refund policy. If your store refunds a PIN that was in fact loaded by the customer, your store will be charged. EP13-038_Mar2013 9