CHARGE Anywhere Palm Treo Mobile POS User s Guide
1 PURPOSE... 4 2 SCOPE... 4 3 DEFINITIONS... 4 3.1 Quick Sale... 4 3.2 Sale... 4 3.3 Auth Only... 4 3.4 Force... 4 3.5 Void... 4 3.6 Retry... 4 3.7 Return... 4 3.8 Signature Capture... 4 4 GETTING STARTED... 5 4.2 Connecting your phone to a printer... 5 4.3 Types of Credit Cards... 5 5 CONDUCTING TRANSACTIONS... 6 5.1 Process a Quick Sale... 6 5.2 Sale... 6 5.3 Auth Only... 6 5.4 Submitting an Auth Only for Payment... 7 5.5 Return... 7 5.6 Retry... 7 5.7 Force... 7 5.8 Void... 8 6 REPORTS... 8 6.1 Totals... 8 6.2 Detail... 9 7 LOGS... 9 7.1 Current Day Logs... 9 7.2 Archives... 9 7.3 Offline Transactions... 9 7.4 Viewing Offline Transactions... 9 7.5 Sending an Offline Transaction... 10 7.6 Sending All Offline Transactions... 10 7.7 Failed Offline Transactions... 10 7.8 Auth Only Transactions... 10 8 SETUP... 11 8.1 Optional Prompts... 11
8.2 Network Settings... 11 8.3 Peripheral Devices... 11 8.4 Receipt... 12 8.5 View All Settings... 12 8.6 Offline Transactions... 12 9 SECURITY... 13 9.1 Manage Security... 13 9.2 Fraud Control... 13 9.3 Transaction Security... 13 9.4 Password Options... 14 9.5 HALO... 14 10 SUPPORT... 14 10.1 Help Desk Info... 14 10.2 Card Type Info... 14 10.3 FAQ... 14 11 MAINTENANCE... 15 11.1 Rotate Logs... 15 11.2 Rotate Keys... 15 11.3 Rotate KEK... 15 11.4 Unregister... 15 Appendix A Connect the Treo 650/700p phone to a printer... 15 Partner the Printer with the Application... 16 Appendix B Connect the Treo 700w phone to a printer... 16 Partner the Printer with the Application... 17 Print a Test Receipt... 17 Appendix C Install CHARGE Anywhere on a Treo 650/700p, 700w phone... 17 Register the Application... 18 12 TROUBLESHOOTING:... 18 PRINTER ISSUES... 18
1 PURPOSE This User Guide describes the full functionality of CHARGE Anywhere on the Treo Phone. 2 SCOPE This guide applies to all customers of CHARGE Anywhere who need to use the CHARGE Anywhere application on the Treo Phone. 3 DEFINITIONS 3.1 Quick Sale Quick Sale is the most common type of transaction. It is used to transact a sale immediately upon swiping a card. Quick Sale is the default mode when the device is powered on. (The phone must be connected to a compatible printer). 3.2 Sale A sale is transacted by swiping a card or by manually entering the card information and submitting it for authorization. 3.3 Auth Only An Auth Only is used to obtain pre authorization for a sale from the credit card company. This type of transaction can only be done Online. 3.4 Force A force takes place when a transaction that has previously been authorized is converted (forced) to an actual sale. If a force is done while offline, it is stored in an offline log to be submitted at a later time 3.5 Void A transaction that has been submitted in error may be canceled using the void function. A transaction may only be voided on the same day that it was conducted. 3.6 Retry A submitted transaction that receives an invalid response may be retried from the transaction log. 3.7 Return A return may be conducted when a customer requests a refund after the date of purchase. It may be done while online or offline. When a return is conducted offline, it is stored in an offline log to be submitted at a later time. 3.8 Signature Capture Signature capture is now available for most transaction types. The customer will be able to sign directly on the screen of the Treo. The signature will be stored in a secure database on ComsGate Transaction Manager. The merchant will be able to go online and retrieve the receipt with a signature on it. From here the merchant will be able to print or email it.
NOTE: ALL IMAGES REPRESENTED IN THIS DOCUMENT MAY HAVE CHANGED SINCE THIS DOCUMENT WAS RELEASED. THE FUNCTION OF CHARGE ANYWHERE REMAINS VERY CLOSE TO THE STEPS DESCRIBED IN THIS USER GUIDE. 4 GETTING STARTED In order to start using CHARGE Anywhere, turn the Treo Phone on. The CHARGE Anywhere application is located in the Home Section (Treo 650/700p) or the Start/Programs Section (Treo 700w). [If CHARGE Anywhere is not installed on your phone, see Appendix C on how to download the application.] 4.1.1 Click on the CHARGE Anywhere icon to initialize the application. 4.1.2 Enter the Password. NOTE: The default password is 12345678. This password must be changed immediately to maintain security. To change passwords see section (9.3 Password Options). 4.1.3 Click Ok. You are ready to start using CHARGE Anywhere. The device screen will display the CHARGE Anywhere main menu. 4.2 Connecting your phone to a printer In order to swipe credit cards or print customer receipts, you will need to connect your phone to a compatible printer. For the Treo 650-700p, see Appendix A. For the Treo 700w see Appendix B. 4.3 Types of Credit Cards The credit cards supported are: Visa MasterCard American Express Discover Diners Club JCB
5 CONDUCTING TRANSACTIONS The CHARGE Anywhere application allows you to conduct many types of transactions. Supported transactions are as follows: 5.1 Process a Quick Sale (This feature can only be accessed if the phone is connected to a compatible printer). 5.1.1 When the application is initialized, Quick Sale is the default mode. 5.1.2 Swipe the card through the card reader, with the magnetic stripe facing in. 5.1.3 The fields Name, Card #, Exp. Date, and Is card present? will populate. 5.1.4 Enter Sale Amount and Click Submit. 5.1.5 Verify Card Information and transaction amount. 5.1.6 Click Submit. 5.1.7 The transaction will be submitted and a response will display. 5.1.8 Obtain a signature from the customer on the screen and press Accept. 5.1.9 If the device is connected to a printer, a merchant receipt will print. 5.2 Sale 5.2.1 Select Transactions 5.2.2 Select Sale. 5.2.3 Swipe Swipe the card through the magnetic stripe reader with the strip facing in. Manual Enter card #. Enter Exp Date. Select if the card is present. Enter Address and Zip Code. 5.2.4 Enter the Sale Amount and/or Tax Amount (if applicable). 5.2.5 Click Submit. 5.2.6 The transaction will be submitted and a response / approval code will display. 5.2.7 Obtain a signature from the customer on the screen and press Accept. 5.2.8 If the device is connected to a printer, a merchant receipt will print. 5.3 Auth Only 5.3.1 Select Transactions. 5.3.2 Select Auth Only. 5.3.3 Swipe Swipe the card through the magnetic stripe reader with the strip facing in. Manual Enter card #. Enter Exp Date. Select if the card is present. Enter Address and Zip Code. 5.3.4 Enter Authorization Amount 5.3.5 Verify Card Information and transaction amount 5.3.6 Click Submit. 5.3.7 The transaction will be submitted and a response and approval code will display. 5.3.8 Obtain a signature from the customer on the screen and press Accept. 5.3.9 If the device is connected to a printer, a merchant receipt will print.
5.4 Submitting an Auth Only for Payment 5.4.1 Select Logs. 5.4.2 Select Auth Only Transaction Log. 5.4.3 Select the transaction and Click Enter. NOTE: Details of the transaction will display. 5.4.4 Click Submit. 5.4.5 The transaction will be submitted and a response and approval code will display. 5.4.6 Obtain a signature from the customer on the screen and press Accept. 5.4.7 If the device is connected to a printer, a merchant receipt will print. 5.5 Return 5.5.1 Select Transactions 5.5.2 Swipe Swipe the card through the magnetic stripe reader with the strip facing in. Manual Enter card #. Enter Exp Date. Select if the card is present. Enter Address and Zip Code. 5.5.3 Select Return. 5.5.4 Enter Return Amount. 5.5.5 Click Submit. 5.5.6 The transaction will be submitted and a response and approval code will display. 5.5.7 Obtain a signature from the customer on the screen and press Accept. 5.5.8 If the device is connected to a printer, the signature receipt will print automatically. 5.5.9 Click Yes to print a customer receipt. 5.6 Retry 5.6.1 Select Logs. 5.6.2 Select Current Day Log. 5.6.3 Select the transaction and Click Enter. NOTE: Details of the transaction will display. 5.6.4 Click the Enter or Menu key. 5.6.5 Select Retry. 5.6.6 Click Enter. 5.6.7 Obtain a signature from the customer on the screen and press Accept. 5.6.8 The signature receipt will print automatically. 5.7 Force 5.7.1 Select Transactions. 5.7.2 Select Force.
5.7.3 Swipe Swipe the card through the magnetic stripe reader with the strip facing in. Manual Enter card #. Enter Exp Date. Select if the card is present. Enter Address and Zip Code. 5.7.4 Enter Approval Code. 5.7.5 Enter Force Amount. 5.7.6 Verify Card Information and transaction amount. 5.7.7 Click the Submit button. 5.7.8 Obtain a signature from the customer on the screen and press Accept. 5.7.9 The signature receipt will print automatically. 5.8 Void Voids can be conducted from the Transactions menu or from the Logs menu. 5.8.1 Select Void. Select Logs. 5.8.2 Enter Sequence # and Click Enter. Select Current Day Log. 5.8.3 Verify Card Information and Select the desired transaction transaction amount. and click Enter. 5.8.4 Click the Enter or Menu key. Details of the transaction will display. 5.8.5 You will have the option to Cancel Click the Enter or Menu key. or Submit the transaction. 5.8.6 Click Enter once you have made Select Void. your selection. 5.8.7 The signature receipt will print Click Enter. automatically. 5.8.8 Select Logs. 6 REPORTS 6.1 Totals 6.1.1 Card Type Totals Shows the totals from Selected Card Types. To view the Totals: Select Options. Select a Card. Visa MasterCard Amex Discover Diners Club JCB Totals of Sales, Returns, Sale Total, Return Total, and Net Total will display for the selected Card. These totals can be printed. 6.1.2 Grand Totals The Grand Totals for all Card Types will display. This report can be printed. 6.1.3 Clerk Number Totals Enter the Clerk Number in the window and click OK. The details associated with the specified clerk will display. This report can be printed.
6.2 Detail 6.2.1 Full Details The full details of transactions will display including: Transaction ID Date and time of transaction Amount of Sale Truncated Card Number and expiration date 7 LOGS 7.1 Current Day Logs 7.2 Archives The application converts all transactions of a previous day into an archived log. Logs for all transactions are saved for a period of three days. To access archived Logs: 7.2.1 Select Logs. 7.2.2 Select Archives. 7.2.3 Select Archive 1, 2, or 3. NOTE: The transactions from the previous day will be stored in the Log Viewer. The viewer will display the Status, Transaction ID, Type of Transaction, and the Total Amount of the transaction. 7.2.4 To View a particular transaction, highlight it and select View, or simply doubleclick the transaction. The details of the transaction will display. 7.2.5 To Rotate Logs see section (11.1 Rotate Logs). 7.3 Offline Transactions 7.3.1 To run offline transactions, Go to Setup. 7.3.2 Select the Run Offline checkbox, and click Done. 7.4 Viewing Offline Transactions 7.4.1 Select Logs. 7.4.2 Select Offline Transactions. 7.4.3 Select View Tran.
7.5 Sending an Offline Transaction 7.5.1 Select Logs. 7.5.2 Select Offline Transactions. 7.5.3 Select the desired transaction and Click View. The details of the transaction will display. 7.5.4 Select Send. 7.5.5 Click Enter. 7.6 Sending All Offline Transactions 7.6.1 Select Logs. 7.6.2 Select Offline Transactions. 7.6.3 Select Options, Send All Trans, and click Enter. 7.7 Failed Offline Transactions 7.7.1 Select Logs 7.7.2 Select Failed Offline Transactions. 7.7.3 Select Options, Send All Trans, and click Enter. 7.8 Auth Only Transactions
8 SETUP 8.1 Optional Prompts The prompts for Clerk, Invoice, Tax and Commercial card are optional. This section also allows you to select text for the Clerk # and Invoice# prompts 8.1.1 Click Setup. 8.1.2 Click Optional Prompts. 8.1.3 Select the checkbox next to the Clerk # prompt to enable this option. 8.1.4 Select the text for Clerk #. 8.1.5 Select the checkbox next to the Invoice # prompt to enable this option. 8.1.6 Select the text for Invoice #. 8.1.7 Select the checkbox next to the Tax prompt to enable this option. 8.1.8 Enter the amount for tax percentage, if applicable. 8.1.9 Select the checkbox next to the Commercial Card prompt to enable this option. 8.2 Network Settings The host address for your network can be inserted or edited using this setting. 8.3 Peripheral Devices A peripheral device that has been paired with your phone also has to be paired with the application. To pair a peripheral device with the application: 8.3.1 Select the device from the Device dropdown list box. 8.3.2 Select the appropriate Baud rate, Data bits, Parity, Stop bits and Port. IMPORTANT: Ensure that the Port assigned is the same as the port assigned when the Phone was paired with the device. See Appendix B.
8.4 Receipt The header and the footer of the receipt may be customized. 8.4.1 Click Setup. 8.4.2 Select Receipt Portion in the drop down list. 8.4.3 Select Header or Trailer. Line 1: Enter Line 1 as it should appear on the receipt Ex. Company Name. Line 2: Enter Line 2 as it should appear on the receipt Ex. Company Address. Line 3: Enter Line 3 as it should appear on the receipt Ex. Company City. Line 4: Enter Line 4 as it should appear on the receipt Ex. Company Phone number. Line 5: Enter Line 5 as it should appear on the receipt Ex. Welcome to Our Company. 8.5 View All Settings This feature allows you to view the settings that the administrator has set for the device. All settings displays Device Settings, Optional Prompt Settings, Fraud control Settings, Security Settings, Receipt Settings, and Network Settings. These settings may also be printed. 8.6 Offline Transactions 8.6.1 To run offline transactions, Go to Setup. 8.6.2 Select the Run Offline checkbox, and click Done.
9 SECURITY 9.1 Manage Security 9.1.1 Click Security 9.1.2 Enter Manager Password The fields for Fraud Control, Transaction Security, Password Options, and Halo will display. 9.2 Fraud Control The default value for truncation is All Copies. Merchant has option to change to Customer Copy Only in the event that he must to retrieve full PAN. In this case, Merchant must ensure that he implements physical security measure to protect the receipt on which full PAN is printed. 9.3 Transaction Security 9.3.1 Click Security. 9.3.2 Click Transaction Security. The device screen will display: Lock Sale Lock Auth Only Lock Force Lock Return Lock Void Lock Retry 9.3.3 Select the Checkboxes to enter password before conducting a transaction. 9.3.4 The application will prompt you to Save Changes. 9.3.5 Click yes to apply.
9.4 Password Options Passwords are implemented at various access levels to maintain the security of the application. Only those who have manager level permissions may edit passwords. The passwords will be in default state until personalized. All default and expired passwords must be changed to maintain security. The passwords have to adhere to the password policy. (See FAQ: Password Policy) 9.4.1 To set the Application Password, click Security. 9.4.2 Click Password Options. 9.4.3 Select Manager Password, Transaction Password or Application Password. 9.4.4 Enter the new Password. 9.4.5 Confirm the new Password. 9.4.6 Click Save to change the password. 9.5 HALO HALO allows you to enter an upper dollar amount beyond which a sale and or a return may not be processed. 9.5.1 Click Security. 9.5.2 Click HALO. 9.5.3 Enter Sale Amount. 9.5.4 Enter Return Amount. 9.5.5 Click Save/ Done. NOTE: A password is required to access or modify any security features. 10 SUPPORT 10.1 Help Desk Info 10.1.1 Card Processing Help Enter the Name and Number that the user can call for Card Processing Help. 10.1.2 Terminal help Enter the Name and Number that the user can call for Terminal Help. 10.2 Card Type Info The numbers for the supported card types that the user may call for Card Type Information. 10.2.1 Visa MasterCard 800 944-1111 10.2.2 American 800 528-2121 10.2.3 Discover 800 347-1111 10.2.4 Diners Club 800 525-9040 10.3 FAQ At this time the FAQ contains Password Policy.
11 MAINTENANCE 11.1 Rotate Logs 11.1.1 Click to rotate Logs. Logs are maintained for 3 Calendar days. Logs are rotated to Archive1, Archive2, or Archive3. NOTE: To purge the logs, rotate logs several times. 11.2 Rotate Keys 11.2.1 Click to rotate keys. NOTE: Rotate keys periodically to maintain security. 11.3 Rotate KEK Instructions are not applicable to the user at this time. 11.4 Unregister 11.4.1 Click to unregister the device. NOTE: Once unregistered, a license number and phone number will be needed to register the device. Appendix A Connect the Treo 650/700p phone to a printer In order to connect the Woosim Porti-SC30 printer with the Treo 650/700p, ensure that both the phone and the printer are powered on. On the Treo 650/700p, do the following: Press the button with the Home icon. NOTE: The On box next to Bluetooth should be highlighted to indicate that the Bluetooth is on. If it is not, highlight it now.
Click the Setup Devices tab. Click Trusted Devices. NOTE: The phone will scan for trusted devices and they will be listed in the window. If the Woosim Porti-SC30is not listed, click Add Device. Select Show: Nearby Devices from the dropdown list. The device name will display in the window. Select the device from the list. Enter the passkey for the printer. The manufacturer of the printer provides this passkey. NOTE: The passkey for the Woosim Porti-SC30 is 1234. The Woosim Porti-SC30 will display in the trusted devices list. Click Done. Partner the Printer with the Application Click the CHARGE Anywhere icon in the Home section. Enter your password and click Setup on the CHARGE Anywhere main menu. Select Peripheral Devices. Select the Woosim Porti-SC30 from the Devices drop down list box. Select the Bluetooth port. Click Done. Print a Test Receipt. Select Setup from the CHARGE Anywhere main menu. Select Show All Settings. Click Print. Appendix B Connect the Treo 700w phone to a printer In order to connect the Woosim Porti-SC30 printer with the Treo 700w, ensure that both the phone and the printer are powered on. On the Treo 700w do the following: Click the Start/Windows icon and select Settings. Click the Connections tab. Select Bluetooth. NOTE: The Turn on Bluetooth checkbox should be selected. If it is not, select it now. Click the Devices tab. Click Create new partnerships. NOTE: The phone will scan for devices and they will be listed in the window. Select the Woosim Porti-SC30 and click Next. The device name will display in the window. NOTE: The Serial Port checkbox should be selected. If it is not, select it now.
Click Save. Click the COM Ports tab. Click New Outgoing Port. Select the Woosim Porti-SC30 and click Next. Assign a port to the selected device and ensure that the checkbox next to Secure Connection is checked. Click Finish. NOTE: The window will display that the selected COM port has been assigned to the device. Partner the Printer with the Application Click the CHARGE Anywhere icon on the Programs menu. Enter your password and click Setup on the CHARGE Anywhere main menu. Select Peripheral Devices. Select the Blue Bamboo P25 or the Woosim Porti-SC30 from the Devices drop down list box. Select the port that was assigned to the device when partnering the device to the phone. Click Save. The device screen will display that the settings are saved. Print a Test Receipt Select Setup from the CHARGE Anywhere main menu. Select Show All Settings. Click Print. A receipt should print successfully. Appendix C Install CHARGE Anywhere on a Treo 650/700p, 700w phone In order to download and install the CHARGE Anywhere application onto the Treo: Launch Internet browser. Enter the following ULR for the Treo 700w: http://www.comstarinteractive.com/downloads.html Select CHARGE Anywhere for Windows Pocket PC. Enter the following URL for the Treo 650/700p: http://www.comstarinteractive.com/downloads/software/palm/chargeanywhere.os5.prc NOTE: This application is unknown to the OS and it may pop up a caution: Do you want to download unknown application? Select Yes. Select Download to Device. Select Save and Open. At the prompt, Do you want to accept CA, Select Yes.
Register the Application Locate the CA icon on the Home/ Programs page. Click the CA icon to launch CHARGE Anywhere. Prompt to register the application. Select Register. Enter license number. Enter phone number. NOTE: These fields are case insensitive; however, the dashes must be entered exactly as they appear in the number. NOTE: The license number and identification number will be sent via the email received by the customer when the application is purchased. Enter password (Default password is 12345678). Password status will display with every launch of CHARGE Anywhere. 12 TROUBLESHOOTING: Cannot enter numbers into fields: Hold down Option key to enter numbers into Numeric fields. Application fails to launch: Ensure no other versions of the application are running. Go to: Start Settings Memory Stop all running Programs Selected page does not appear: Click the Exit or Back buttons to navigate within the application. Using the X to close a window merely hides it; it is still running in the background. PRINTER ISSUES Cannot print: Ensure that the phone is connected to the printer. Ensure that the printer is on. Ensure that the printer is not actively paired with another CHARGE Anywhere phone at the time that you are trying to pair with it. Ensure that the phone is connected to the printer. To make sure, go to Settings/ Devices/ Bluetooth/Check if printer is listed. If the printer is listed, make sure the COM port assigned is between 1-4. Ensure that the COM port assigned to the printer is within the application (Setup Peripheral Devices, Port).