***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required***

Transcription

1 Manual Entry Setup of the Alternative ID on VeriFone Ruby Quick Installation Guide Revised February 17, 2014 Dear Wholesalers, We are introducing a new and exciting way for FRN Members to earn and redeem their Fuel Rewards Savings at your site. Members now have the opportunity to enter an Alternative ID in place of swiping their full size FRN card upon checkout or at the pump for redemption. We have included an overview of the Alternative ID for your reference, as well as instructions on the configuration that is needed in order for your site to accept the Alternative ID. ***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required*** Note : For inside transactions the cashier will enter the Alt ID. Please Note: If you do not have access to the Loyalty Module in order to make the necessary changes or you have any questions about setting up your POS please contact your help desk. For VeriFone: Your ASM Help Desk #: (888) (Have the Site service id ready) For all other questions please contact the Shell Solutions Center HI-SHELL ( ) VeriFone Site Setup: Page 2-3 FRN Alternative ID Overview: Page Excentus Corporation All rights reserved. Page 1

2 VeriFone POS To Setup Manual Entry of the Alternative ID on a Ruby Console 1. On the Ruby Console, exit Sales and navigate to: System Setup>Loyalty Manager 2. Sign into the Loyalty Manager 3. Scroll to option 3. Loyalty Parameters 4. Scroll to option 5. Manual Entry Allowed [I/O/B/N] within the loyalty parameters menu. 5. Type in B for both (using the Ruby qwerty keyboard keys) and press Enter. NOTE: It is assumed that the rest of the loyalty settings are set up correctly from the initial installation. 6. Exit back to System Setup, then navigate back to Loyalty Manager>Loyalty Parameters and verify Manual Entry Allowed parameter now reads B. 7. Exit again but this time out of System Setup then enter back into Sales and sign back in. If you do not enter back into Sales the changes will not take place Excentus Corporation All rights reserved. Page 2

3 8. Skip to validate at the Pump Validate at the Pump: At the Pump, select Fuel Rewards or FRN Then select Manual Entry or SWIPE / KEY CARD Confirm that the reader displays are prompting customers with the loyalty message that includes the manual entry option: FRN Alt ID turned on Dispenser displays: Pin pad display VeriFone Manual Entry Swipe card VeriFone (pumps with two line display/older versions) SWIPE / KEY CARD Swipe card Please use the following ALT ID to test ALT ID is configured correctly at your site. You will need to hit CANCEL once ALT ID is accepted: FRN ALTERNATIVE ID: Excentus Corporation All rights reserved. Page 3

4 Shell ALT ID Overview Alt Id Overview Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and redeem Fuel Rewards savings at participating Shell stations. Member will need to login fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID). (Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN). Consumer Overview Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile Member adds their phone number to their account. Member clicks on Alternative ID section and starts the Alt Id creation process Member creates Alternative ID and generates PIN Member hits SAVE to confirm ALT ID Member receives successful message and is presented with Alternate ID Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings. Frequently-Asked Questions (FAQs) FAQs Q: Can the member use their ALT ID outside at the pump and inside the store? A: Yes, member can redeem their rewards by using their Alt Id outside at the pump and can also earn and redeem inside at the register. Q: Where can a member access their Alt Id? A: Member Logs into fuelrewards.com and navigates to Account Profile Q: Who will a member need to contact if their Alt Id does not work? A: Call the Fuel Rewards Network consumer support line at located on the back of their Fuel Rewards Network card or login in to Q: To whom should I direct the member if they have concerns about their FRN reward balance? A: Direct them to the Fuel Rewards Network consumer support line at That number is also on the back of their FRN card Excentus Corporation All rights reserved. Page 4

5 Manual Entry Setup of the Alternative ID on VeriFone SMS Quick Installation Guide Revised February 17, 2014 Dear Wholesalers, We are introducing a new and exciting way for FRN Members to earn and redeem their Fuel Rewards Savings at your site. Members now have the opportunity to enter an Alternative ID in place of swiping their full size FRN card upon checkout or at the pump for redemption. We have included an overview of the Alternative ID for your reference, as well as instructions on the configuration that is needed in order for your site to accept the Alternative ID. ***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required*** Please Note: If you do not have access to the Loyalty Module in order to make the necessary changes or you have any questions about setting up your POS please contact your help desk. For VeriFone: Your ASM Help Desk #: (888) (Have the Site service id ready) For all other questions please contact the Shell Solutions Center HI-SHELL ( ) VeriFone Site Setup: Page 2-3 FRN Alternative ID Overview: Page Excentus Corporation All rights reserved. Page 5

6 VeriFone POS To Setup Manual Entry of the Alternative ID on the Sapphire Management System (SMS) 1. On the back-office machine, start the Sapphire Configuration Manager application by clicking Start>Programs>Verifone>Sapphire Management Suite>Sapphire Configuration Manager (there may be a Sapphire Configuration Manager shortcut on the Desktop). 2. After logging in, navigate to Device Manager and select Loyalty Configuration. Both 3. For the Manual Entry field choose option: BOTH 4. Save and Send to Sapphire, then Exit. 5. Proceed to validate at the Pump 2012 Excentus Corporation All rights reserved. Page 6

7 Validate at the Pump: At the Pump, select Fuel Rewards or FRN Then select Manual Entry or SWIPE / KEY CARD Confirm that the reader displays are prompting customers with the loyalty message that includes the manual entry option: FRN Alt ID turned on Dispenser displays: Pin pad display VeriFone Manual Entry Swipe card VeriFone (pumps with two line display/older versions) SWIPE / KEY CARD Swipe card Please use the following ALT ID to test ALT ID is configured correctly at your site. You will need to hit CANCEL once ALT ID is accepted: FRN ALTERNATIVE ID: Excentus Corporation All rights reserved. Page 7

8 Shell ALT ID Overview Alt Id Overview Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and redeem Fuel Rewards savings at participating Shell stations. Member will need to login fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID). (Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN). Consumer Overview Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile Member adds their phone number to their account. Member clicks on Alternative ID section and starts the Alt Id creation process Member creates Alternative ID and generates PIN Member hits SAVE to confirm ALT ID Member receives successful message and is presented with Alternate ID Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings. Frequently-Asked Questions (FAQs) FAQs Q: Can the member use their ALT ID outside at the pump and inside the store? A: Yes, member can redeem their rewards by using their Alt Id outside at the pump and can also earn and redeem inside at the register. Q: Where can a member access their Alt Id? A: Member Logs into fuelrewards.com and navigates to Account Profile Q: Who will a member need to contact if their Alt Id does not work? A: Call the Fuel Rewards Network consumer support line at located on the back of their Fuel Rewards Network card or login in to Q: To whom should I direct the member if they have concerns about their FRN reward balance? A: Direct them to the Fuel Rewards Network consumer support line at That number is also on the back of their FRN card. Manual Entry Setup of the Alternative ID on Passport V Excentus Corporation All rights reserved. Page 8

9 Quick Installation Guide Revised February 25, 2014 Dear Wholesalers, We are introducing a new and exciting way for FRN Members to earn and redeem their Fuel Rewards Savings at your site. Members now have the opportunity to enter an Alternative ID in place of swiping their full size FRN card upon checkout or at the pump for redemption. We have included an overview of the Alternative ID for your reference, as well as instructions on the configuration that is needed in order for your site to accept the Alternative ID. ***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required*** Note : For inside transactions the cashier will enter the Alt ID. Please Note: If you do not have access to the Loyalty Module in order to make the necessary changes or you have any questions about setting up your POS please contact your help desk. For Gilbarco: Your PSO Help Desk #: (877) (Have the Site telephone number ready) For all other questions please contact the Shell Solutions Center HI-SHELL ( ) Passport Site Setup: Page 2-3 FRN Alternative ID Overview: Page Excentus Corporation All rights reserved. Page 9

10 Passport POS To Setup Manual Entry of the Alternative ID on Passport Version Login to the Manager Workstation main menu on the Passport console. 2. Verify you have the correct version notes by verifying your version of Passport. It can be found on the login screen of the Manager Workstation. 3. Select Set Up>Store on the right side of the Manager Workstation screen. 4. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty parameters. 5. Check the box next to Allow manual entry of Loyalty ID at Outside Payment Terminal (OPT). 6. Ensure that "Allow instant Loyalty rewards at Outside Payment Terminal (OPT) based on merchandise and method of payment is unchecked. 7. Ensure that Send all transactions to Loyalty System is unchecked. 8. Then on the right side of the Loyalty Configuration screen, click Save to save all information. Exit back to the main display screen on the Passport console Excentus Corporation All rights reserved. Page 10

11 Check box Validate at the Pump: 1. At the Pump, the idle prompt alternates between two screens that display messages below in A/B format. There is no prompt or need to press Y/N A. Please Insert Loyalty Card / Enter Discount ID on Keypad B. Pay Here Insert Card / Pay Inside Lift Handle Option A: Customer inserts Loyalty Card or Manually enters the Alt ID at the pump key pad. Option B: Customer swipes Credit Card first Car wash, Y/N (if site has a carwash) A transaction without Loyalty is started 2. Confirm that the reader displays are prompting customers with the loyalty message that includes the manual entry option: FRN Alt ID turned on Dispenser displays: Pin pad display Gilbarco V8.02 Enter Discount ID on Keypad Enter Loyalty ID Please use the following ALT ID to test ALT ID is configured correctly at your site. You will need to hit CANCEL once ALT ID is accepted: FRN ALTERNATIVE ID: Excentus Corporation All rights reserved. Page 11

12 Shell ALT ID Overview Alt Id Overview Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and redeem Fuel Rewards savings at participating Shell stations. Member will need to login fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID). (Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN). Consumer Overview Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile Member adds their phone number to their account. Member clicks on Alternative ID section and starts the Alt Id creation process Member creates Alternative ID and generates PIN Member hits SAVE to confirm ALT ID Member receives successful message and is presented with Alternate ID Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings. Frequently-Asked Questions (FAQs) FAQs Q: Can the member use their ALT ID outside at the pump and inside the store? A: Yes, member can redeem their rewards by using their Alt Id outside at the pump and can also earn and redeem inside at the register. Q: Where can a member access their Alt Id? A: Member Logs into fuelrewards.com and navigates to Account Profile Q: Who will a member need to contact if their Alt Id does not work? A: Call the Fuel Rewards Network consumer support line at located on the back of their Fuel Rewards Network card or login in to Q: To whom should I direct the member if they have concerns about their FRN reward balance? A: Direct them to the Fuel Rewards Network consumer support line at That number is also on the back of their FRN card. Manual Entry Setup of the Alternative ID on Passport V Excentus Corporation All rights reserved. Page 12

13 Quick Installation Guide Revised February 17, 2014 Dear Wholesalers, We are introducing a new and exciting way for FRN Members to earn and redeem their Fuel Rewards Savings at your site. Members now have the opportunity to enter an Alternative ID in place of swiping their full size FRN card upon checkout or at the pump for redemption. We have included an overview of the Alternative ID for your reference, as well as instructions on the configuration that is needed in order for your site to accept the Alternative ID. ***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required*** Please Note: If you do not have access to the Loyalty Module in order to make the necessary changes or you have any questions about setting up your POS please contact your help desk. For Gilbarco: Your PSO Help Desk #: (877) (Have the Site telephone number ready) For all other questions please contact the Shell Solutions Center HI-SHELL ( ) Passport Site Setup: Page 2-5 FRN Alternative ID Overview: Page Excentus Corporation All rights reserved. Page 13

14 Passport POS To Setup Manual Entry of the Alternative ID on Passport Version 9 9. Login to the Manager Workstation main menu on the Passport console. 10. Verify you have the correct version notes by verifying your version of Passport. It can be found on the login screen of the Manager Workstation. 11. Select Set Up>Store on the right side of the Manager Workstation screen. 12. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty parameters. 13. Double click Fuel Rewards (it may be listed as FRN) from menu (or select Fuel Rewards (it may be listed as FRN) and select Change on side menu). 14. Change the Allow manual entry outside to YES : Change to YES 2012 Excentus Corporation All rights reserved. Page 14

15 15. Click the Loyalty Card Mask tab On the right side of the Loyalty Configuration screen, click Add and type 2 in the Mask field unless already present (see Appendix D). Click Add again and type 3 in the Mask field unless already present. Repeat for Mask 4, Mask 5, Mask 6, Mask 7, Mask 8, and Mask 9 When finished, screen should look like example below Note: You may have additional masks listed (See Appendix D) Excentus Corporation All rights reserved. Page 15

16 On the right side of the Loyalty Configuration screen, click Save to save all information. Exit back to the main display screen on the Passport console. Validate at the Pump: At the Pump, select Fuel Rewards or FRN Then select Alt ID# / Card # or Enter Loyalty Number on keypad Confirm that the reader displays are prompting customers with the loyalty message that includes the manual entry option: FRN Alt ID turned on Dispenser displays: Pin pad display Gilbarco V9 Alt ID# / Card # Enter Loyalty ID Please use the following ALT ID to test ALT ID is configured correctly at your site. You will need to hit CANCEL once ALT ID is accepted: FRN ALTERNATIVE ID: Excentus Corporation All rights reserved. Page 16

17 Appendix D: Customer Configuration Data (VERSION 9 SITES ONLY) PLEASE NOTE: Passport Version 9.xx is the only sites that need to make this change. The information below is to be entered on the POS Card Mask when configuring the Loyalty settings. The setup will allow for the POS to route to the Loyalty Server (Excentus) properly when a Loyalty card or ALT ID is presented either at the pump or inside at the POS. Please see example below: Market Loyalty Program Name Card Mask Add to existing Card Mask Excentus FRN/ALT ID Excentus FRN/Winn-Dixie/BI-LO Excentus FRN/Save Mart Kroger, Ahold, Gap Fuel Rewards Excentus Corporation All rights reserved. Page 17

18 Shell ALT ID Overview Alt Id Overview Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and redeem Fuel Rewards savings at participating Shell stations. Member will need to login fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID). (Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN). Consumer Overview Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile Member adds their phone number to their account. Member clicks on Alternative ID section and starts the Alt Id creation process Member creates Alternative ID and generates PIN Member hits SAVE to confirm ALT ID Member receives successful message and is presented with Alternate ID Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings. Frequently-Asked Questions (FAQs) FAQs Q: Can the member use their ALT ID outside at the pump and inside the store? A: Yes, member can redeem their rewards by using their Alt Id outside at the pump and can also earn and redeem inside at the register. Q: Where can a member access their Alt Id? A: Member Logs into fuelrewards.com and navigates to Account Profile Q: Who will a member need to contact if their Alt Id does not work? A: Call the Fuel Rewards Network consumer support line at located on the back of their Fuel Rewards Network card or login in to Q: To whom should I direct the member if they have concerns about their FRN reward balance? A: Direct them to the Fuel Rewards Network consumer support line at That number is also on the back of their FRN card Excentus Corporation All rights reserved. Page 18

19 Manual Entry Setup of the Alternative ID on Passport V10 Quick Installation Guide Revised February 17, 2014 Dear Wholesalers, We are introducing a new and exciting way for FRN Members to earn and redeem their Fuel Rewards Savings at your site. Members now have the opportunity to enter an Alternative ID in place of swiping their full size FRN card upon checkout or at the pump for redemption. We have included an overview of the Alternative ID for your reference, as well as instructions on the configuration that is needed in order for your site to accept the Alternative ID. ***The configuration takes less than 5-10 minutes to complete, Technician or System Reboot not required*** Please Note: If you do not have access to the Loyalty Module in order to make the necessary changes or you have any questions about setting up your POS please contact your help desk. For Gilbarco: Your PSO Help Desk #: (877) (Have the Site telephone number ready) For all other questions please contact the Shell Solutions Center HI-SHELL ( ) Passport Site Setup: Page 2-3 FRN Alternative ID Overview: Page Excentus Corporation All rights reserved. Page 19

20 Passport POS To Setup Manual Entry of the Alternative ID on Passport Version Login to the Manager Workstation main menu on the Passport console. 17. Verify you have the correct version notes by verifying your version of Passport. It can be found on the login screen of the Manager Workstation. 18. Select Set Up>Store on the right side of the Manager Workstation screen. 19. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty parameters. 20. Double click Fuel Rewards (it may be listed as FRN) from menu (or select Fuel Rewards (it may be listed as FRN) and select Change on side menu). 21. Change the Allow manual entry outside to YES : Change to YES On the right side of the Loyalty Configuration screen, click Save to save all information. Exit back to the main display screen on the Passport console Excentus Corporation All rights reserved. Page 20

21 Validate at the Pump: At the Pump, select Fuel Rewards or FRN Then select Alt ID# / Card # or Enter Loyalty Number on keypad Confirm that the reader displays are prompting customers with the loyalty message that includes the manual entry option: FRN Alt ID turned on Dispenser displays: Pin pad display Gilbarco V10 Enter Loyalty Number Enter Loyalty ID Please use the following ALT ID to test ALT ID is configured correctly at your site. You will need to hit CANCEL once ALT ID is accepted: FRN ALTERNATIVE ID: Excentus Corporation All rights reserved. Page 21

22 Shell ALT ID Overview Alt Id Overview Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and redeem Fuel Rewards savings at participating Shell stations. Member will need to login fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID). (Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN). Consumer Overview Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile Member adds their phone number to their account. Member clicks on Alternative ID section and starts the Alt Id creation process Member creates Alternative ID and generates PIN Member hits SAVE to confirm ALT ID Member receives successful message and is presented with Alternate ID Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings. Frequently-Asked Questions (FAQs) FAQs Q: Can the member use their ALT ID outside at the pump and inside the store? A: Yes, member can redeem their rewards by using their Alt Id outside at the pump and can also earn and redeem inside at the register. Q: Where can a member access their Alt Id? A: Member Logs into fuelrewards.com and navigates to Account Profile Q: Who will a member need to contact if their Alt Id does not work? A: Call the Fuel Rewards Network consumer support line at located on the back of their Fuel Rewards Network card or login in to Q: To whom should I direct the member if they have concerns about their FRN reward balance? A: Direct them to the Fuel Rewards Network consumer support line at That number is also on the back of their FRN card Excentus Corporation All rights reserved. Page 22