Virtual Terminal Instruction Manual Synergy World, Inc. 12625 High Bluff Drive, Ste. 208, San Diego, CA 92130 (858) 259-8283 www.synergyworld.com 1
SYNERGY WORLD, INC. VIRTUAL TERMINAL INSTRUCTIONS TABLE OF CONTENTS: CHECK BALANCE, LOG-IN AND OVERVIEW CHECK GIFT CARD BALANCE PAGE 3, 7 HOW TO LOG-IN TO VIRTUAL TERMINAL PAGE 3 OVERVIEW OF VIRTUAL TERMINAL PAGE 4 GIFT CARD TRANSACTIONS SALE TO REDEEM GIFT CARD MONEY PAGE 5 LOAD GIFT CARD WITH MONEY PAGE 5 BALANCE INQUIRY PAGE 7 VOID A TRANSACTION PAGE 7 REWARD CARD TRANSACTIONS SALE TO ADD REWARD POINTS PAGE 6 ADD OR DEDUCT REWARD POINTS PAGE 6 TRANSFTER POINTS FROM ONE CARD TO ANOTHER CARD PAGE 9 OR COMBINE POINTS FROM MULTIPLE CARDS. LINK REWARD CARDS PAGE 9 VOID A TRANSACTION PAGE 7 REPORTS GIFT CARD REPORT PAGE 8 REWARD CARD REPORT PAGE 8 MONTH TRANSACTIONS REPORT PAGE 8 WORD OF MOUTH (WOM) REPORT PAGE 10 CARDHOLDER REPORT PAGE 10 2
TO LOGIN TO MERCHANT LOGIN OR VIRTUAL TERMINAL : GO TO www.synergyworld.com 1) Click LOGIN button 2) Select Merchant Login or Virtual Terminal from pull-down menu 3) Enter Merchant ID 4) Enter Password and click SYNERGIZE TO CHECK BALANCE: 1) Click CHECK BALANCE button 1) Enter Card Number 2) Click Submit TO REGISTER CARD 1) Click REGISTER button 2) Enter Card Number 3) Click Submit 4) Enter Cardholder Info 3
OVERVIEW OF VIRTUAL TERMINAL After you log in to Virtual Terminal, you will see that it defaults to the Sale screen. Here is a summary of the transactions available via the Virtual Terminal: 1) Sale to redeem Gift Card money 2) Load Gift Card with money 3) Sale to add Reward Points 4) Add or Deduct Reward Points 5) Void a transaction 6) Balance Inquiry 7) Gift Card Report 8) Reward Card Report 9) Transfter points from one card to another card or combine points from multiple cards. 10) Link Reward cards 11) Word Of Mouth (WOM) Report 12) Cardholder Report 13) Month Transactions Report 4
Sale to redeem Gift Card money: 1. Enter the customer s card number 2. Enter the sale amount 3. Enter customer s e-mail address and/or merchant e-mail to have receipt of transaction e-mailed 4. Click the Submit button Load Gift Card: 1. Enter the customer s card. 2. Enter your 6 digit password. 3. Enter the amount to load. 4. Enter Customer s e-mail address to have receipt e-mailed. 5. Click the Submit button 5
Add Reward Points Using Sale Function: (if there is reward money on the card the system will automatically redeem and you will need to let the merchant know to credit the customer that amount. If no money on card the system will add points equaling the amount of the sale) 1. Enter the customer s card number or phone number. 2. Enter the sale amount 3. Enter customer s e-mail address and/or merchant e-mail to have receipt of transaction e-mailed 4. Click the Submit button Add Reward Points Using The Add Points Function: 1. Enter the customer s card or phone number. 2. Enter your 6 digit password. 3. Enter the amount of points to load. 4. Enter Customer s e-mail address 5. Click the Submit button. 6
VOID A Transaction: 1. Enter the customer s card number or phone number. 2. Enter your 6 digit password. 3. Enter the transaction ID (found on sales receipt) 4. Click the Submit button. Balance Inquiry: 1. 1. Enter the customer s card number or phone number. 2. Click the Submit button.. 7
Monthly Transactions Report 1. Click on Month Transactions Button Gift Card Report and Reward Card Report 1. Enter Report Date 2. Click Submit This is an example of what the report will look like. 8
Transfer Points If the customer looses their gift or reward card, you can transfer cardholder data from the old card to the new card. You can also transfer if cardholder has multiple cards and wants to combine accounts. 1. Enter old card # 2. Enter new card # 3. Click Submit Link Reward Cards 1. Enter the Primary Card number. 2. Enter cards to be linked. 3. Click Submit 9
Request Word-of-Mouth Report Word-of-Mouth reports will show all primary cardholders and additional cardholders. It will also display transaction and referral data. 1. Enter Report Begin Date 2. Enter Report End Date 3. Click Submit Request Cardholder Word-of-Mouth Report This report will show referral data for a specific cardholder. For example: The number of referrals, number of cards linked, registered cards, average ticket and more... 1. Enter Card Number or Phone Number 2. Enter Report Begin Date 3. Enter Report End Date 4. Click Submit 10