Omni 37xx/Vx Menu Driven Software User Guide Debisys 4.13
Contents
1. CURRENT DAY TOTAL Batch Number 3 Site ID 1234567 Site Name ABC Merchant CURRENT DAY TOTAL REPORT FOR MM DD YYYY PIN QTY PRODUCT AMOUNT SUBTOTAL 1 AllTel 35 35 00 35 00 1 Wildgate 5 5 00 5 00 TOTAL 40 00 Page 20 C EMIDA 6 3 3 BATCH CLOSE This report closes the current batch of transactions and clears the terminal s memory once this report is published the transaction information will no longer be available locally from the terminal s memory The report displays each item that was sold during the batch and additional detail for the sale is provided including the local transaction ID from the terminal that the product appears on The total transaction count is given for the batch shift as well as the total dollar amount for the products sold t is recommended to process this report frequently since it is required to clear the terminal s memory NOTE that if you do not process this report your terminal will accumulate memory over time and will cease to function properly Note that this sample is based on a JOURNAL BATCH CLOSE report There is also a condensed version and a summary version which show less detail BATCH REPORT Batch ID Number 2 MM DD YYYY 12 00 00 SALES PRODUCT AV TEST 10 INV AMT TRANS ID 3 10 00 2 1 9 10 00 2 1 TOTAL 20 00 PRODUCT Telcel TEST INV AMT TRANS ID 4 10 00 3 1 5 10 00 3 1 TOTAL 20 00 PRODUCT Boost TEST 20 INV AMT TRANS ID 6 20 002. 5 10 TOTAL COST 34 90 Cingular 15 Product ID SKU 12345678 Transactions 2 Total Collected 30 00 Total Profit 5 10 Test Telcel 10 Product ID SKU 23456789 Transactions 1 Total Profit 0 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 22222222 Rev 05XX08 Page 13 C EMIDA 6 2 4 Monthly Sales The Monthly sales report provides the sales detail for the terminal going back 30 days The report contains a category summary and product summary ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 Site ID 1234567 MM DD YYYY 12 00 00 MONTHLY SUMMARY REPORT From MM DD YYYY To MM DDIYYYY 1 Topup 10 00 0 00 2 Wireless 30 00 5 10 TOTAL 40 00 5 10 LESS PROFIT 5 10 TOTAL COST 34 90 Cingular 15 Product ID SKU 12345678 Transactions 2 Total Collected 30 00 Total Profit 5 10 Test Telce 10 Product ID SKU 23456789 Transactions 1 Total Profit 0 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 333333333 Rev 05XX08 Page 14 CEMIDA 6 2 5 Sales by Clerk There are three reports available that allow you to view sales organized by clerk ID including Daily Sales by Clerk Weekly Sales by Clerk and Monthly Sales by Clerk In cases where there is more than one clerk ID assigned to a terminal sales by a particular clerk can be tracked using these reports 6 2 5 1 Daily Sales by Clerk The Daily Sales by Clerk report displays sales for the current day
3. 2 1 TOTAL 20 00 PRODUCT Buzz TEST 50 INV AMT TRANS ID 7 50 00 2 1 TOTAL 50 00 PRODUCT BNH TEST 2 INV AMT TRANS ID 10 2 00 2 1 TOTAL 2 00 TOTAL TRANSACTIONS 7 GRAND TOTAL 112 00 Rev 05XX08 Page 21 CEMIDA 7 Automated Reports There are two automated transaction reports available for D413 auto batch report and auto sales cost report These can be requested on the terminal s configuration when it is initially processed by EMIDA Note that you can also enable or edit both of these reports by entering the Verifone SYSTEM MODE MENU press F2 amp F4 at the same time and enter the password You can enable the report parameters listed in the sections below within FILE GROUP 7 The parameters must be set to military time in HHMM format so 12 30am is 0030 Please remember that the reports are triggered by the terminal s local time setting 7 1 Auto Batch Report The auto batch report is controlled by the STIME parameter in File Group 7 When the terminal s local time reaches the value for the STIME parameter ie 0100 hours it will trigger the BATCH CLOSE report automatically This is ideal for ensuring that your terminal s memory is regularly wiped clean preventing any performance issues If you want to disable the auto batch report you can set the STIME parameter to 2500 or any value above 2400 hours 7 2 Auto Sales Cost Report The auto sale s cost report is controlled by the R421TIME par
4. CEMIDA Omni 37xx Vx Menu Driven Software User Guide Debisys 4 13 Release CEMIDA Table of Contents INTRODUCTION meirein E A E N A EN E 2 Product Menu Categories s sesesesesesesesesesescsesesssosseoeosoeceoeosoeosososoeceoeoesesececeseceseseseseeeee 2 1 PROCESS A WIRELESS OR LONG DISTANCE PIN TRANSACTION csscsccsecsscsccsccees 2 LL ELUNG A WIRELESS PIN correc ee ee eee 3 1 2 SELLING OTHER WIRELESS PRODUCTS cccccccsseceeeeseeeceesceceesseeeeeceeeeeecessueeeeens 4 1 3 SELLING A LONG DISTANCE PIN cccccssscscssssencssssscsssscccssscncusssencusssevacsseccessencussrencas 5 2 SELLING TOP UP OTHER PRODUCTS csccsscssccsccscceccecccsccsccscceccnccesccnscesceccees 6 S SELLING UD CARD erraina E E E 7 A PRODUCT LIS Tiare E E N E 8 5 ADMINSTRATIVE FUNCTIONS sessssssecececsssesesesecececscsecececececsesecececececsesesesesesecseseses 8 GREP OR DS sireni aree EE E EE EE E 9 COVO TIVE W see ar cc cates recs E sone E A E E A E daueneeanenendecs 9 GZ SACS REDON orrn E EA O R R A A 10 Tal DA ES a EE A E 11 B22 PrE Von DAV TO aa E E A 12 ELNE RV SNCS a e 13 LAMON S E Se a E E E AE 14 0 2 9 es 18 Dy gan eee T LE TREN a 15 6 seo fea lag gto ys o E a Geen E nee eee snr ree nen ee AE 15 6 25 2 Weekly Sales Dy CIETK csccsasacteasvscadensesecsuacanvecteesennesviseoossuseressceraadanneetancecsvatoetecsees 16 62 553 Monthly Sales by Clef Kiersin ereere anan enara ir
5. Last Receipt Selecting this option will reprint a copy of the receipt for the last transaction that was processed on the terminal 2 Repeat Last Transaction Selecting this option will process a duplicate of the last transaction without having to re key all the steps for the transaction Note that this will not be available if the batch report has been closed since the last transaction Rev 05XX08 Page 8 CEMIDA 3 Refund Initializes the request for a hard card PIN refund or topup void 4 Reports List of available reports both sales reports and batch reports 5 DOWNLOAD PRODUCT update the terminal s product list with the most current products available per the terminal s Site ID 6 Config Report Prints the status of the terminal defined parameters such as telephone number connection type etc 6 Reports 6 1 Overview Reports are generated directly from the terminal Closing Reports or downloaded from the Emida server Sales Reports Ja N aia The following is a description of the reports available Reports from Server note all Server reports are based on Pacific time 1 Daily Sales provides sales total for the day Previous Day Total provides sales total from the previous day Weekly Sales provides sales information for the previous 7 days Monthly Sales provides sales information for the previous 30 days Sales by Clerk If there is more than one clerk ID sales by clerk can be tracked a
6. reports on the terminal include credit void and return transactions 6 2 Sales Reports Sales Reports are downloaded from the Emida server and provide actual sales to date either in summary or detail as well as the type of product quantity sold retail amount cost to the merchant and merchant profit 6 2 1 Daily Sales Rev 05XX08 Page 10 CEMIDA The daily sales report displays all sales for the current day The report is broken out into two sections summary by category and summary by product ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 Site ID 1234567 MM DDIYYYY 12 00 00 DAILY SUMMARY REPORT For MM DD YYYY 1 Topup 10 00 0 00 2 Wireless 30 00 5 10 TOTAL 40 00 5 10 LESS PROFIT 5 10 TOTAL COST 34 90 Cingular 15 Product ID SKU 12345678 Transactions 2 Total Collected 30 00 Total Profit 5 10 Test Telcel 10 Product ID SKU 23456789 Transactions 1 Total Profit 0 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 11111111 Rev O5XX08 Summary by Category displays the transactions by category type Wireless LD Top Up etc The amount collected for the sale and the profit amount based on the merchant s commission rate are both displayed Finally the amount the merchant owes TOTAL COST for the sales is provided in this section and is calculated by taking the amount collected and subtracting the merchant s profit Summary by Product displays the tra
7. ameter in File Group 7 When the terminal s local time reaches the value for the R421TIME parameter ie 0100 hours it will trigger the SALES COST report automatically Remember that the sales cost report is generated by data from the EMIDA servers therefore it requires a live dial up or IP connection If you want to disable the auto sales cost report you can set the R421TIME parameter to 2500 or any value above 2400 hours 8 Refunds Voids Version D413 supports refunds for pin sales and voids for topups 8 1 PIN refunds 1 Choose 6 Admin 2 Choose 3 Refund 3 Choose 3 Pin Request 4 Enter pin number 8 2 Topup Voids 1 Choose 6 Admin Rev 05XX08 Page 22 CEMIDA Choose 3 Refund Choose 4 Void Enter Transaction number reference number on sales receipt Enter Mobile number Enter Amount of the sale Transaction will be voided or denied depending on response from provider oe a Rev 05XX08 Page 23
8. cted Test PIN 20 0 00 Verizon 15 15 00 Subtotal Cost Product Type TOPUP Collected BOOST 20 20 00 Subtotal Cost Total Total Cost Printed On MM DD YYYY 12 00 00 PM PT Reference 66666666 Rev 05XX08 Page 18 CEMIDA 6 3 Closing Reports Closing Reports are generated from the terminal itself they are driven by data from the terminal s memory These reports allow the user to see the current batch total current sales for the day as well as process the BATCH CLOSE report 6 3 1 Current Batch Total This report provides all transaction information stored in the terminal s memory since the previous BATCH CLOSE was processed The transactions are displayed by product with a cumulative total near the bottom Rev O5XX08 CURRENT BATCH TOTAL REPORT Batch Number 3 Site ID 1234567 Site Name ABC Merchant QTY PRODUCT AMOUNT SUBTOTAL 1 AllTel 35 35 00 35 00 1 Wildgate 5 5 00 5 00 TOTAL 40 00 TOTALS TOTAL TRANSACTIONS 2 TOTAL AMOUNT 40 00 Page 19 CEMIDA 6 3 2 Current Day Total This report provides an ongoing total for all transactions stored in the terminal s memory for the current day The information contained in this report is identical to the Daily Sales report that is pulled from the EMIDA server but it is generated from the terminal s memory and is based on the terminal s local time setting not EMIDA server time Rev O5XX08
9. inae 16 6 2 6 Detail Transa COON serenita e EE 17 6 2 6 1 Detail Transaction DY Clerk sucrase neinei enen ei EE 17 6 2 6 2 Detail Transaction All Clerks ssacicsiosscasescwustavadaasdbasabensoasndeusesnionsasanseesanenesdecdeesacaneds 17 6 2 7 Sales COSU nn eno ee meee ee 18 6 Cone REDONS en oe eee ere ee nee 19 62355 CUMEME E O aascecoaccscercce E E A 19 G3 C DAV TO ine rE EEEE 20 De CCI CN SO E EATE EE A E TE E S T TTT 21 Z AUTOMATIC UPDATES cers trseesenccec cess varanscuccevesvesssusseeoeveeesvnngusuuvesryessuaneesieveessvereansesus 22 B RETURNS acoccovecocsnnisncunvsansossonaonnycencesosaneasacnsevespobqoatyenesesosaeanunustentestponteasneisecnerannutes 22 Rev 05XX08 Page 1 CEMIDA Release 4 13 is an update to the menu driven application for the OMNI 37xx Vx Series for EMIDA This manual contains an overview of the terminal operation For additional information contact Customer Support at 800 650 8787 Product Menu Categories The first screen prompts the user to correctly enter the clerk ID in order to operate the terminal and process a transaction The next screen is a Product Menu that lists the available product categorizes and an administration option used to perform other functions The following is a description of the menu options on this screen 1 Wireless List of available wireless products by alphabetical order of vendors and any Other wireless prod option for the remaining vendors 2 Long distance PIN List
10. nd are available as a Daily Weekly or Monthly report 6 Detail Transaction Shows transaction details for a time frame entered By Clerk or All Clerks This report is generated by entering a start date and end date in MMDDYYYY format 7 Sales Cost Report Shows products sold type of product sold quantity of product sold retail amount and cost to the merchant This report is generated by entering a start date and end date in MMDDYYYY format Reports directly from the terminal based on terminal s memory so Rev 05XX08 Page 9 C EMIDA 1 Current Batch Total This report displays sales since the last batch close was processed and shows all sales by product 2 Current Day Total This report is commonly used to close the shift or finalize sales at the end of the day The information contained in this report is identical to the Daily Sales report that is pulled from the server except that it is based off of the terminal s memory All sales included in this report are from the current day based on the terminal s local time 3 Batch Close This report closes all shifts and batches since the previous batch close was processed It is recommended to process this report frequently since it is required to clear the terminal s memory NOTE that if you do not process this report your terminal will accumulate memory over time and will cease to function properly As a general note all available merchant
11. nsactions by product type This section of the report includes the product ID as well as the amount collected for the product and the profit amount The sales date covered by the report is displayed under the title DAILY SUMMARY REPORT The date amp time in which the report was generated are listed at the very bottom of the report A reference number is provided as well Page 11 C EMIDA 6 2 2 Previous Daily Total The Previous Day Total report provides the sales results from the previous day ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 Site ID 1234567 MM DD YYYY 12 00 00 PREVIOUS DAY SALES REPORT For MM DD YYYY Qty Product Value Profit 1 Telcel 10 10 00 1 00 2 Cingular 15 30 00 3 00 Total 40 00 TOTAL 40 00 LESS PROFIT 3 00 TOTAL COST 37 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 66666666 Rev 05XX08 Page 12 CEMIDA 6 2 3 Weekly Sales This report displays the sales for the previous 7 days Like the daily report the report is broken out into two sections summary by category and summary by product As you can see by the example below the report displays the time frame it references clearly below the report title ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 Site ID 1234567 MM DDIYYYY 12 00 00 WEEKLY SUMMARY REPORT From MM DD YYYY To MM DDIYYYY 1 Topup 10 00 0 00 2 Wireless 30 00 5 10 TOTAL 40 00 5 10 LESS PROFIT
12. of available long distance PIN providers by product 3 Top Up Other Prod List of products other than wireless and long distance PIN i e Telcel Amigo Boost etc 4 Swipe Card Hard card products i e LD cards gift cards etc 5 Full product list List of ALL products in alphabetical order 6 Admin Administrative tools such as reports terminal configuration and setup parameters etc 1 Process a Wireless or Long Distance PIN Transaction The following overview outlines the steps to process a PIN transaction on the terminal for either a wireless or long distance PIN e Enter the clerk ID Rev 05XX08 Page 2 CEMIDA e If you know the product category select option 1 2 or 3 Then select the correct product e If you do not know the product category select option 5 to access the full product list Then select the correct product e Select the correct denomination e Transaction will complete Based on the terminal configuration a receipt and a duplicate receipt can print a setting can also be configured to prompt the user to repeat the last transaction The application returns to the clerk ID entry screen 1 1 Selling a Wireless PIN The following is a more detailed description on how to sell process a wireless PIN This example is for a Boost 30 transaction e Select option 1 for Wireless from the Product Menu e Select option 1 for Boost from the Product List e Select from
13. organized by clerk name ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 SID 123467 Site ID 1234567 MM DDIYYYY 12 00 00 DAILY SALES REPORT BY CLERK For Clerk EMIDA Test Qty Product Value Subtotal 1 Telcel 10 10 00 10 00 2 Cingular 15 30 00 30 00 Total 30 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 444444444 Rev O5XX08 Page 15 C EMIDA 6 2 5 2 Weekly Sales by Clerk The Weekly Sales by Clerk report displays sales over the past 7 days organized by clerk name ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 SID 123467 Site ID 1234567 MM DDIYYYY 12 00 00 WEEKLY SALES REPORT BY CLERK From MM DD IYYYY gt MM DDIYYYY Telcel 10 10 00 10 00 Cingular 15 30 00 30 00 Total 30 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 555555555 6 2 5 3 Monthly Sales by Clerk This report displays sales over the past 30 days organized by clerk name Rev O5XX08 ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 SID 123467 Site ID 1234567 MM DD IYYYY 12 00 00 MONTHLY SALES REPORT BY CLERK From MM DDIYYYY MM DDIYYYY Telcel 10 10 00 10 00 Cingular 15 30 00 30 00 Total 30 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 66666666 Page 16 CEMIDA 6 2 6 Detail Transaction There are two Detail Transaction reports available By Clerk and All Clerks When either report is selected the terminal prom
14. pts to enter a Start Date and an End Date for the report query The Detail Transaction reports provide the following information about all sales processed over the selected time frame e Date of transaction e Time of transaction e Product e Sale amount retail value e Profit amount based on merchant s commission rate e Total retail amount e Total profit amount e Total cost Rev O5XX08 ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 SID 123467 Site ID 1234567 MM DD IYYYY 12 00 00 DETAILED TRANSACTIONS REPORT Clerk ID Emida Sales From MM DD YYYY To MM DDIYYYY Date Time Product Retail Profit Clerk Emida 8 12 09 08 30 Verizon 15 00 1 00 8 12 09 09 15 Verizon 30 00 3 00 Retail 45 00 Profit 4 00 Total Cost 41 00 Printed On MM DD YYYY 12 00 00 PM PT Reference 66666666 Page 17 C EMIDA 6 2 7 Sales Cost The Sales Cost report displays transactions by product type for all sales within the selected timeframe including the products sold type of product sold quantity of product sold retail amount and cost to the merchant When the report is selected the terminal prompts to enter a Start Date and an End Date for the report query ABC Market 1234 Main Street Anytown CA 99999 999 999 9999 SID 123467 Site ID 1234567 MM DD YYYY 12 00 00 SALES COST REPORT Sales From MM DD YYYY 12 00 00 AM To MM DD YYYY 12 00 00 AM Product Type PIN Colle
15. s is the same as in Section 1 1 and 1 2 but select option 2 from the Product Menu The products displayed will be Long Distance PIN products As a note all PIN products sold will have the PIN number on the customer receipt and the duplicate receipt Rev 05XX08 Page 5 CEMIDA 2 Selling Top up Other Products Top Up Other Products provides a list of top up and other products that are not wireless or long distance Boost Pay Go RTR is an example of this other type of product Follow the same process as outlined in Section 1 0 following the provided menus and prompts to complete a transaction To Process a Boost Pay Go RTR follow the steps below First select option 3 from the Product Menu Top UP Other products Press 1 for Boost TopUp The terminal will request the end user s account number phone number Please enter the account number and press enter Note when prompted Enter Account for a top up product please always enter the telephone number with area code first On the next screen the terminal will allow you to confirm the account number for the transaction If the account number is correct please press enter to continue if not just press the RED key to back to the beginning of the sequence where you chose Boost Topup Rev 05XX08 Page 6 CEMIDA On the next screen the terminal will allow you to choose the denomination for the transaction Ne
16. the list of denominations available for that service provider In this example select option 2 for a Boost 30 PIN e To confirm the transaction select option 1 Rev 05XX08 Page 3 CEMIDA Based on the terminal configuration a receipt and a duplicate receipt can print at the end of the transaction The user can also be prompted to repeat the last transaction The application then returns to the clerk ID entry screen 1 2 Selling Other wireless products To sell these wireless products follow the instructions listed below This example is for a 30 Tracfone PIN e Select 1 for Wireless from the Product Menu e Select 5 for Other wireless products e Select from an alphabetical grouping In this example press 4 to find Tracfone since the Provider name begins with T and falls into the V Z grouping Rev 05XX08 Page 4 CEMIDA e The screen will display the V Z providers Locate the correct provider In this example select option 4 for B e Select the product denomination In this example select option 1 for a Tracfone a EO e The selected provider and denomination are displayed To cancel the transaction select option 2 To confirm the transaction select option 1 Based on the terminal configuration a receipt and a duplicate receipt will be generated The application then returns to the clerk ID entry screen 1 3 Selling a Long Distance PIN This proces
17. xt the terminal will request the amount for the transaction Please enter the correct dollar amount and press enter Next the terminal will ask to confirm or cancel the transaction You can press 1 to confirm and continue with the transaction or 2 to cancel the transaction 3 Processing Swipe Card Products Follow the same process as outlined in Section 1 0 following the provided menus and prompts to complete a transaction However first select option 4 from the Product Menu The next menu will prompt you to select either 1 Sale 2 Balance or 3 Refund To activate a card select 1 Sale swipe the card and then select the amount to be added To geta Rev 05XX08 Page 7 CEMIDA balance on an activated card select 2 Balance and swipe the card To request a refund on n activated card select 3 Refund swipe the card and follow the menus 4 Full Product List If option 5 Full Product List is selected from the Product Menu all products offered by that terminal are displayed alphabetically The below example shows the Virgin Mobile 10 PIN purchase transaction gt 5 Administrative Functions The terminal configuration settings options are available through option 6 Admin on the Product Menu After selecting option 6 a menu appears with the most commonly utilized functions available as options 1 through 6 gt The following is a description of each of these options 1 Reprint
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