User guide

WEB Connect for Pocket PC
Table of Contents
Welcome .............................................................................................................................................1
Installing WEB Connect...................................................................................................................... 1
Installation .............................................................................................................................................. 1
Registering Booster .................................................................................................................................. 1
Launching WEB Connect........................................................................................................................... 2
Activating a Merchant Account .......................................................................................................... 2
Activating a Second Merchant Account..............................................................................................4
Logging On to Your Merchant Account ..............................................................................................4
Making your First Credit Card Sale.....................................................................................................5
Introduction............................................................................................................................................. 6
Tutorial ................................................................................................................................................... 6
Working with an Approved Credit Card..............................................................................................9
Working with a Declined Credit Card ...............................................................................................10
Working with Transactions in a Weak/Non-Wireless Area..............................................................10
Credit Card Sales with Pocket Merchant and a Physical Credit Card ...............................................11
Introduction........................................................................................................................................... 11
Setting Up Your PDA for Quick Sales ....................................................................................................... 11
Performing Quick Credit Card Sales ......................................................................................................... 12
Making an Account Transfer Sale .....................................................................................................14
Introduction........................................................................................................................................... 14
Tutorial ................................................................................................................................................. 14
Using the Transaction Manager........................................................................................................18
Issuing a Void from the Transaction Manager .......................................................................................... 19
Issuing a Credit from the Transaction Manager ........................................................................................ 21
Working with Un-Approved Transactions from the Transaction Manager .................................................... 22
Using IR/Serial Options ...................................................................................................................23
Introduction........................................................................................................................................... 23
Assigning a Rep ID................................................................................................................................. 23
Setting up a Printer ................................................................................................................................ 23
Setting-Up a Card Reader / Check Reader ............................................................................................... 23
Server-Side Signature Storage ................................................................................................................ 24
Deleting All Data for a Single Merchant Account....................................................................................... 24
Deleting All Merchant Accounts and Data................................................................................................. 24