Blue Bamboo Pocket POS® MIDP version 1.1 For BlackBerry 8100 series handsets Merchant User Guide www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 BLUE BAMBOO Purpose: End User Manual for Pocket POS® MIDP for BlackBerry 7290 Date: April 10, 2008 Document Version: 1.1 Copyright © 2007 BLUE BAMBOO, Inc. all rights reserved. No part of this publication may be copied, distributed, stored in a retrieval system, translated into any human or computer language, transmitted, in any form or by any means, without the prior written consent of BLUE BAMBOO, Inc.
® Pocket POS MIDP User Guide for BlackBerry8100 Table of Contents 1 Introduction ...........................................................................................................................1 2 Hardware ..............................................................................................................................2 3 Printer Pairing .......................................................................................................................
® PocketPOS MIDP User Guide for BlackBerry8100 1 Introduction The Pocket POS® MIDP application is designed to run on BlackBerry 7290 handsets to enable the user to process retail and wireless payments through the Hypercom Payment Server (formerly TPI).
® Pocket POS MIDP User Guide for BlackBerry8100 2 Hardware Figure 1 How to swipe card in MSR reader Figure 2 P25 printer 2 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 3 Printer Pairing Step 1. 2. Action Display Turn on the P25-M Printer Select Setup Bluetooth icon on your Blackberry. （Figure 3） Figure 3 3. Click OK to enable the device pairing mode（Figure 4） Figure 4 Click the thumbwheel and select Add 4. Device. The BlackBerry will launch a scan to find available Bluetooth devices to connect with. （Figure 5） Figure 5 3 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 6. Select the P25-M Printer in the list. Confirm the P25-M Device ID matches the Device ID shown on screen. （Figure 6&Figure 7） Figure 6 Figure 7 Note: Refer to the P25-M Quick Installation Guide to locate the Device ID & Pin Code. 7. Enter the P25-M Pin Code to establish the connection. （Figure 8） Figure 8 8. The P25-M and BlackBerry 8100 are now paired. （Figure 9） 4 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 9 4 Pocket POS® MIDP Installation and Login The Pocket POS® MIDP application must be downloaded and installed onto the Device. For assistance in downloading the Pocket POS® MIDP application visit the Blue Bamboo online support portal at http://support.bluebamboo.com. Premium deployment assistance is available from the Blue Bamboo helpdesk, to purchase a Premium deployment package for your Device visit us at sales.bluebamboo.com.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 11 While the application loads a Bluetooth detection test will be established. A confirm screen will be displayed. （Figure 12） Figure 12 The user should contact their reseller to validate the required configuration information to set up the terminal to process transactions using their Payment Server and Merchant Account. 4.1 Pocket POS® configuration STEP ACTION DISPLAY 1.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 14 Figure 15 Enter the username and password provided 3. by your reseller or merchant service provider. Select Login to continue.（Figure 16） Figure 16 PCI Security Standards compliance is not meet when the user selects to “Remember password”, please note that setting this as default is not recommended. Visit: www.pcisecuritystandards.org for more information. 7 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 4. If you select the Remember Me option the following security message will be displayed. （Figure 17） Figure 17 5. Select Yes to continue the merchant registration process, select No to return to the prior screen. （Figure 18） Figure 18 The username and password will be validated. When you are using Pocket POS® the device will require the wireless data 6.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 21 Figure 20 You are now ready to process payments using Pocket POS® and the Blue Bamboo P25-M & P25. If you decide not to remember the login information from steps 3, 4, 5 above the application requires login to the payment server each time the application is used.
® Pocket POS MIDP User Guide for BlackBerry8100 5 Pocket POS® Main Menu Options Pocket POS® will enable the user to process credit card and check transactions. The merchant is able to swipe or manually enter credit card information to process Sales, Authorizations, Returns and Voids. If the user has an active ACH processing account from their reseller they can process eCheck Sales, Voids and Returns. The user is also able to print cash sales receipts.
® Pocket POS MIDP User Guide for BlackBerry8100 Select the transaction type for the card sale you are to process. 1. Contact your merchant service provider or reseller for assistance with selecting appropriate transaction types. （Figure 27） Figure 27 Swipe the card using the P25-M merchant peripheral. To 2. enter the card information using the keypad, select Manual icon.
® Pocket POS MIDP User Guide for BlackBerry8100 Enter the sale amount. Do not enter the decimal point (period). Enter the sale amount using the keypad of your 4 Device. If your sale amount is $12.34, enter 1 2 3 4 using the keypad, if the sale amount is $100.00 then enter 1 0 0 0 0. Be sure to enter 00 if the amount is an even dollar amount. Select Next to continue.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 33 If you receive a Declined Response, ask the customer for another form of payment. You can validate the declined 8. response by calling your merchant service provider or reseller（Figure 34） Appendix A – Host Return Message contains a compelete list of the error codes generated by the payment server. Figure 34 9. Select Print to print the customer receipt and merchant receipts. （Figure 35） Figure 35 10.
® Pocket POS MIDP User Guide for BlackBerry8100 11. Select Yes to print the Customer Copy, or No to exit. （Figure 37） Figure 37 Process a manual input credit card transaction: If you are processing a manual input transaction you must enter the complete card number, card expiration date and Card code (i.e. CVC2, CCV2, and CID.) 1. When entering the Expiration Date be sure to enter the MONTH and YEAR in the MMYY format.
® Pocket POS MIDP User Guide for BlackBerry8100 Enter the billing address of the card holder to enable AVS (Address Verification System) fraud detection. Enter the numeric portion in the top field and the 3. street name in the second field; use the bottom field in the screen to enter the postal code of the card holder billing address. Select Next to continue. （Figure 40） Figure 40 6.2 Credit Card Void A void transaction cancels a previous sale or return transaction.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 42 Verify card holder information by validating the last 4 3. digits and type of card as it is displayed on the screen. （Figure 43） Figure 43 Enter the Transaction Reference Number, also identified as PNREF number, this number is the unique transaction number for transactions processed from Pocket POS®. If you need to look 4. up the transaction reference number review Appendix B of this user manual.
® Pocket POS MIDP User Guide for BlackBerry8100 The transaction processing message will display 6. while the Device waits for an approval from the host processor. （Figure 46） Figure 46 If you receive a Declined Response, ask the customer to confirm the form of payment. You can validate the declined response by calling your 7. merchant service provider or reseller. Appendix A – Host Return Message contains a compelete list of the error codes generated by the payment server. （Figure 47） Figure 47 8.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 49 6.3 Credit Card Return The Credit refund or return transaction is used when a customer wants to return goods and transfer the sales amount back to the cardholder’s account. The reason could be that the product was not the right one or it did not function properly. If the merchant has just performed a settlement, the original sale transaction may have been sent to the host for reconciliation.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 52 Enter the Transaction Reference Number, also identified as PNREF number, this number is the unique transaction number for transactions processed from Pocket POS®. If you need to look 4. up the transaction reference number review Appendix B of this user manual. Enter the amount without the decimal point. If your sale amount is $12.34, enter 1 2 3 4 using the keypad, if the sale amount is $100.00 then enter 1 0 0 0 0.
® Pocket POS MIDP User Guide for BlackBerry8100 The transaction processing message will display 6. while waiting for approval from the host processor. （Figure 55） Figure 55 If you receive a Declined Response, ask the customer for another form of payment. You can validate the declined response by calling your 7. merchant service provider or reseller. Appendix A – Host Return Message contains a compelete list of the error codes generated by the payment server. （Figure 56） Figure 56 8.
® Pocket POS MIDP User Guide for BlackBerry8100 9. Select Yes for the customer receipt. （Figure 58） Figure 58 7 Saved transaction STEP 1. ACTION DISPLAY Scroll and select Saved Transaction （Figure 59） Figure 59 Saved transactions will be listed here, select the 2. transaction of your choice to proceed. (Figure 60） Figure 60 21 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 8 Pocket POS® Settings The Pocket POS® application settings can be adjusted by selecting Settings in the main screen. (Figure 64) Figure 61 Settings Options will be displayed as follows: Modify the default wireless carrier by selecting Carrier Modify host settings with the payment gateway or processor, by selecting Gateway”. Edit information printed on receipts by selecting Receipt.
® Pocket POS MIDP User Guide for BlackBerry8100 1. To select the default carrier select Carrier settings. (Figure 63） Figure 63 2. Select the carrier network and click Next. （Figure 64 and Figure 65） Figure 64 Figure 65 You can customize a new carrier entry by selecting 3. Customized. Enter the carrier name and APN code. The user name & password will be provided by your carrier. （Figure 66 and Figure 67 ） 23 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 66 Figure 67 8.2 Gateway Settings STEP 1. ACTION DISPLAY To edit host settings with the payment gateway or processor, select the Gateway option. （Figure 68） Figure 68 Select your Payment Gateway or Processor settings based on the information provided to you by your 2. reseller or merchant service provider. The gateway URL will change based on the 24 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 selection. Select the Customized option to enter a Secure URL that is not listed. （Figure 69 & Figure 70) Figure 69 Figure 70 Enter the username and password provided by your 3. reseller or merchant service provider. Select Login to continue（Figure 71） Figure 71 If you select the “Remember Me” option the 4. following security message will be displayed. （Figure 72） 25 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 72 Select “Yes” to continue the merchant registration 5. process, select “No” to return to the prior screen. （Figure 73） Figure 73 8.3 Receipt Settings STEP 1. ACTION DISPLAY To edit the information for your printed receipts select the “Receipt” option. （Figure 74） Figure 74 26 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 Enter your Merchant DBA (Doing Business As) 2. name, Phone number and Website and select “Next” to continue. （Figure75） Figure 75 3. Enter your Merchant Address and City. Select “Next” to continue. （Figure 76） Figure 76 4. Enter your Address State, Postal Code, and Country. Select “Next” to continue. （Figure 77） Figure 77 Enter optional messages on Receipt Lines 1, 2 and 5. 3. The messages entered here will be printed on the bottom of your receipts.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 78 8.4 Security Settings STEP ACTION DISPLAY The Pocket POS® application security settings can 1. be changed by selecting the “Security” option. （Figure 79） Figure 79 To Change the Access PIN used to validate your 2. identity to unlock the device or process transactions select “Change Access PIN” option. （Figure 80） Figure 80 Enter your old Access PIN, and your new Access PIN twice to confirm the new Access PIN setting.
® Pocket POS MIDP User Guide for BlackBerry8100 Figure 81 PCI Security Standards recommends to change your Access PIN frequently, at least 4 times a year. From the Settings Options (Step 1) scroll to the “Auto-Lock Delay” option and press the soft-key below “Ok” to continue. Figure 82 In the Auto-Lock Delay setting screen scroll to the time for the delay and select Save (Figure 82 and Figure 83） Figure 83 29 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 Select this option to enable saving of transactions （Figure 84） Figure 84 9 Logout STEP ACTION DISPLAY To properly exit the Pocket POS® application it is recommended to logout after use. Select “Logout” to 1. exit. （Figure 85） If you do not exit the application and use other features of the device you will be able to resume the application to the last screen. Figure 85 2. Select the left soft-key below the “Yes” option.
® Pocket POS MIDP User Guide for BlackBerry8100 Appendix A – Host Return Message Result Response Field Definitions (Error Codes) The list below contains result codes returned in the Result response field. A decline returned by the payment processor for this response field is value twelve (12) or thirteen (13). An approval is value zero (0).
® Pocket POS MIDP User Guide for BlackBerry8100 24 Invalid Expiration Date 25 Transaction Type Not Supported by Host 26 Invalid Reference Number 27 Invalid Receipt Information 28 Invalid Check Holder Name 29 Invalid Check Number 30 Check DL Verification Requires DL State 40 Transaction did not connect (to NCN because SecureNCIS is not running on the web server) 50 Insufficient Funds Available 99 General Error 100 Invalid Transaction Returned from Host 101 Timeout Value too Small or
® Pocket POS MIDP User Guide for BlackBerry8100 1002 Insufficient Privilege or Invalid Amount 1003 Invalid Login Blocked 1004 Invalid Login Deactivated 1005 Transaction Type Not Allowed 1006 Unsupported Processor 1007 Invalid Request Message 1008 Invalid Version 1010 Payment Type Not Supported 1011 Error Starting Transaction 1012 Error Finishing Transaction 1013 Error Checking Duplicate 1014 No Records To Settle (in the current batch) 1015 No Records To Process (in the current bat
® Pocket POS MIDP User Guide for BlackBerry8100 E Error: Transaction unintelligible for AVS or edit error found in the message that prevents AVS from being performed S Not Supported: Issuer doesn’t support AVS service B * Street Match: Street addresses match for international transaction, but postal code doesn’t C * Street Address: Street addresses and postal code not verified for international transaction D * Match: Street addresses and postal codes match for international transaction I * Not
® Pocket POS MIDP User Guide for BlackBerry8100 Appendix B – Viewing Transaction Reports Online (Should have images numbered here) You can view transactions from your Pocket POS® terminal online through the Virtual Terminal interface of the Payment Server. Contact your merchant service provider payment gateway reseller. Find Transactions displays transactions that are processed through the Payment Server. transactions are grouped by payment types: credit, debit, gift, EBT and check.
® Pocket POS MIDP User Guide for BlackBerry8100 Find Card Transactions Card transactions include credit card, debit card, gift card, and EBT card transactions. Since they all have similar transaction fields, we will discuss one card type, credit card, in detail. 1. Click on the Find Transactions folder 2. To view credit card details, click Credit. To view debit card details, click Debit. To view gift card transactions, click Gift Cards. To view the EBT details, click EBT. 36 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 3. Refer to Step 3, date range selection, in Transaction Summary later in this chapter for specifying a date range Note: For the rest of the filter fields, you don’t need to fill them all, just the ones known. The less information provided, the more matches shown. The following table illustrates 3 filter fields each with a drop-down list. 4. Choose a Transaction Type from the drop-down list 5.
® Pocket POS MIDP User Guide for BlackBerry8100 Register – The register number on which the transaction is performed 9. To change the number of transactions listed per screen page, edit the Items per page box. By default, the screen shows 10 transactions per page. Entering 0 will display all transactions in one page. Click Refresh 10. To review the filter fields you have entered earlier for your receiving the current transaction list, click on the sign to expand the filter list. 11.
® Pocket POS MIDP User Guide for BlackBerry8100 12. Or you may choose a Tab Delimited format, and click Download and a screen will appear similar to the example shown below 13.
® Pocket POS MIDP User Guide for BlackBerry8100 14. In the transaction list, if you see (the image icon) beneath the transaction’s Ref# link then a signature is captured for this transaction. Click on the image icon and a screen will appear similar to the example shown below Find Check Transactions The process of searching for a check transaction is identical to that for a card transaction, except that the searching filters are slightly different. 1. Click on the Find Transactions folder 2.
® Pocket POS MIDP User Guide for BlackBerry8100 3. For date selections, refer to Step 3 under Transaction Summary in later in the chapter Note: For the rest of the filter fields, you don’t need to fill them all, just the ones known. The less information provided, the more matches shown. The following table illustrates 2 filter fields each with a drop-down list. 4. Choose a Transaction Type from the drop-down menu 5. Choose a Status from the drop-down menu 6.
® Pocket POS MIDP User Guide for BlackBerry8100 8. To view the detail of a check transaction, click on its Ref# link Note: There are three kinds of task box you may see, Void, Refund, and Repeat Sale. The following table shows task boxes matching types of check transactions: Settlement Transaction Type Unsettled Sale Task Box(es) Void, Repeat Sale Refund, Repeat Settled Sale Sale Unsettled Credit Void Refer to the Void, Refund, and Repeat Sale section in this chapter. 9.
® Pocket POS MIDP User Guide for BlackBerry8100 1. To void, click Yes, Void this Transaction. A screen similar to the example below appears Refund Transactions Similar to Void you can perform Refund on the settled credit card, gift card and check transactions: 43 www.bluebamboo.
® Pocket POS MIDP User Guide for BlackBerry8100 1. To adjust the refund amount, edit the amount field (a valid refund amount is less than or equal to the original transaction amount) 2. Click on Yes, Refund Account and a screen will appear similar to the example shown below Repeat Sale Transactions Through Find Transactions, you can perform repeat sale on existing credit card and check transactions.
® Pocket POS MIDP User Guide for BlackBerry8100 Capture PreAuth Transactions The procedure of capturing a PreAuth credit card transaction is also called PostAuth. It is the completion of a PreAuth transaction. To do so, first locate the transaction through the steps described earlier in this chapter. Then click on the transaction’s Ref# link. A Capture task box will appear to the right of the transaction detail. 1. To change the capturing amount, edit the amount field 2.
® Pocket POS MIDP User Guide for BlackBerry8100 Version History Version Author Date 1.0 Vivian April 1, 2008 1.1 Vivian April 10, 2008 Description Creation 46 www.bluebamboo.
