Fore! Reservations. Integrated Debit Processing

Transcription

1 Fore! 2008 Reservations This document will help explain the process of installing and using the integrated Canadian debit processing in Fore! Reservations Integrated Debit Processing

2 Table of Contents Table of Contents... 2 Introduction... 3 Installation... 4 Transactions Without Tips... 7 Transactions With Tips... 9 Troubleshooting P a g e

3 Introduction Debit processing is only available to Fore! Reservation customers in Canada that use Mercury Payment Systems. The debit machine is purchased directly from Score Advertising and all support and any malfunctions with the debit machine are to be directed to Mercury Payment Systems. The debit machine connects to the computer via a COM port. The debit machine is configured in Fore! Reservations under the machine setup. Only one debit machine can be used per Fore! Reservations computer (a 1:1 ratio). There cannot be a setup for the debit interface for machine POS1 and then have three different Fore! Reservations computers defined as POS1 (no 1:2, 1:3, etc. ratios). If a debit machine is not connected to a Fore! Reservations computer, that computer must not have debit processing configured for its machine setup. If debit processing is to be used on three different computers, then a separate debit machine must be purchased for each computer. The only model available for use with Fore! Reservations is the VeriFone SC 5000 (pictured below). No other model may be used at this time. 3 P a g e

4 Installation 1. Plug in the debit machine, 2. Open Fore! Reservations, 3. Open Fore! Sell and select File Setup Machine, 4. Click the machine name (or create a new machine) that debit transactions will be processed, 5. Fill in the required fields: a. Sequence Number this field may be provided. If not, use initially. b. Merchant ID this field is provided by the processor. c. Com Port this field is the Com port number the debit machine is plugged into. If there is only one Com port on the computer, then use Com 1. If there is more than one Com port, try Com 1 and then Com 2, etc. until the debit machine works. d. Server Path this field is provided by the processor. 6. Click Ok to close the Machine screen, 7. Select File Setup Options in Fore! Sell, 8. Set the Machine name to match the machine setup for debit processing in steps 3 6, Remember: Any machine that has debit setup must have a debit machine connected to the machine. Only one debit machine can be used per Fore! Reservations computer. You cannot setup the debit interface for machine Golf Shop 1 and then have three different Fore! Reservations computers defined as Golf Shop Click Ok to close the Options screen, 4 P a g e

5 10. Setup a debit payment media: a. Open Fore! Sell and select File Setup Payment Media, b. Create a payment media called Debit, c. Make sure it is active, d. Check the Debit checkbox, e. If desired, set a high Report Order number to display the Debit payment at the top of the payment screen, f. Click Ok to close the Payment Media screen. 11. Restart Fore! Reservations, 12. Select File Maintenance Key Change. This option is only available on the computer that has the debit processing setup for the machine, 5 P a g e

6 13. This step synchronizes the pin pad with the debit processor, 14. When done it will say the Key Change is successful. Click Ok. 6 P a g e

7 Transactions Without Tips Tips are enabled in the Payment Media screen in Fore! Sell. Open the Payment Media screen and make sure the Tip payment media is not active if tips are not to be used. 1. Click Ok to enter the Payment screen, 2. Enter the amount to be charged to debit in the Debit payment media, 3. Click Ok, 4. A processing window will appear, 7 P a g e

8 5. At this time the pin pad will ask to swipe the debit card. The customer would swipe the debit card, 6. The pin pad will ask if the amount to be charged is correct. The customer would press Ok on the pin pad, 7. The pin pad will ask if it is Checking or Savings. The customer would choose one, 8. The pin pad will ask for the pin number. The customer would enter their pin number and press Ok, 9. The transaction should be approved. The pin pad will say approved and the Payment screen should complete the sale and print the receipts. Example receipts: =========== Transaction Receipt ========== =========== Transaction Receipt ========== TYPE: PURCHASE ACCT: CHEQUING $ 1.07 CARD NUMBER: DATE/TIME: 07/09/12 11:31:03 REFERENCE #: S AUTHOR. #: APPROVED THANK YOU 001 TYPE: REFUND ACCT: SAVINGS $10.85 CARD NUMBER: DATE/TIME: 07/09/12 11:32:31 REFERENCE #: S AUTHOR. #: APPROVED THANK YOU 001 ========== Releve De Transaction ========= ========== Releve De Transaction ========= TYPE: ACHAT COMPTE: CHEQUE $ 4.88 NO.DE CARTE: DATE/HEURE: 07/09/12 13:44:21 # REFERENCE: S # AUTOR.: APPROUVEE MERCI 001 TYPE: REMISE COMPTE: EPARGNE $ 4.88 NO.DE CARTE: DATE/HEURE: 07/09/12 13:44:21 # REFERENCE: S # AUTOR.: APPROUVEE MERCI P a g e

9 Transactions With Tips Tips are enabled in the Payment Media screen in Fore! Sell. Open the Payment Media screen and make sure the Tip payment media is active. The tip media button will be added to the Payment screen, but a low Report Order number will move it to the bottom of the list. Processing debit transactions with tips is the same as processing a transaction without tips, except for one extra step between 7 and 8: The pin pad will ask how much of a tip to add to the transaction, the customer would type in the amount of the tip and press Ok and proceed to step 8. Tips entered in the debit machine appear under the Tip column in the Reprint/Tips tab in the shopping cart. In the tip screen the tip shows under the Debit payment media. On the variance report the tips show in the Debit payment media. If cash out is checked for Debit, tips are subtracted from cash on the variance report. Example receipts: =========== Transaction Receipt ========== ========== Releve De Transaction ========= TYPE: PURCHASE ACCT: CHEQUING $ 4.93 TIP $ 1.00 TOTAL AMOUNT $ 5.93 CARD NUMBER: DATE/TIME: 07/09/12 12:28:03 REFERENCE #: S AUTHOR. #: APPROVED THANK YOU 001 TYPE: ACHAT COMPTE: CHEQUE $ 4.85 POURBOIRE $ 2.00 MONTANT TOTAL $ 6.85 NO.DE CARTE: DATE/HEURE: 07/09/12 13:44:21 # REFERENCE: S # AUTOR.: APPROUVEE MERCI P a g e

10 Troubleshooting 1. After setup, the first couple transactions might fail. It is normal for the first one or two transactions to fail. If more fail, make sure the sequence number is correct. 2. If a transaction is approved, two debit receipts will print and then the Fore! Reservations itemized receipt. The sale will complete and the shopping cart should be empty. 3. If a transaction is not approved, one debit receipt will print with an error on it. The sale will not complete and the shopping cart will still be open with the sales items still in it. Click Ok to try to complete the sale again. Error codes Fore! Error Pin Pad Error Reason (201/55) Invalid Pin Incorrect pin number entered by customer. (095/61) (204/Q7) Transaction not approved Transaction not approved Purchase amount is exceeded. Declined. Refund amount is exceeded. Declined. On the one receipt that prints out in case of an error, it will look something like this: =========== Transaction Receipt ========== TYPE: PURCHASE ACCT: CHEQUING $ CARD NUMBER: DATE/TIME: 07/09/12 12:22:56 REFERENCE #: S AUTHOR. #: 61 TRANSACTION NOT APPROVED P a g e