SL-Series™ Integrated Credit and Gift Card User’s Guide SICOM Systems, Inc. 4140 Skyron Drive Doylestown, Pennsylvania 18902 800-54-SICOM (800-547-4266) or 215-489-2500 http://www.sicom.com sales@sicom.
SL-Series™ Integrated Credit and Gift Card User’s Guide by SICOM Systems, Inc. 4140 Skyron Drive Doylestown, Pennsylvania 18902 800-54-SICOM (800-547-4266) or 215-489-2500 http://www.sicom.com sales@sicom.com Copyright © 2008 SICOM Systems, Inc. PROPRIETARY RIGHTS NOTICE All rights reserved.
Table of Contents I. Credit Cards ..................................................................................................................................................... 1 Installation of Credit Cards ....................................................................................................................... 1 Credit Card Configuration....................................................................................................................
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Installation of Credit Cards Credit Card Configuration The SICOM SL-Series provides direct software integration without the use of an external credit authorization device. The system can also interface to a DataTran model ML162 from Datacap Systems.
Installation of Credit Cards Figure 1. The front-view of the DataTran. There is one light, red, that indicates if the power is on. Figure 2. The rear-view of the DataTran. Connect the serial cable from the port labelled "PC/ECR" to a COM port cable on the SICOM end. Figure 3. A photo of the SICOM end cable as it is connected to a SL18 terminal. It’s often called the "Octopus" cable. The SL19 terminal does not require use of an Octopus cable.
Installation of Credit Cards on the other. COM1 (blue) connects to the analog modem (the modem needs an additional, standard 9-25 pin modem cable). COM2 (red) connects to the DataTran serial cable. COM3 (yellow) is normally not used. Figure 4. A closer look at the Octopus cable, with the DataTran serial cable connected to the COM2 end. An SL19 model terminal does not require use of an "Octopus" cable. The serial cable from the DataTran connects DIRECTLY into the COM2 port under the terminal. Figure 5.
Installation of Credit Cards Figure 6. IPTran connected to the DataTran top view (IPTran on right, DataTran on left) Figure 7.
Installation of Credit Cards If an IPTran device is being added to a pre-existing DataTran system that has been installed previously, the DataTran may need to be reprogrammed for the new IPTran device. Please contact your System Administrator, or SICOM Support for more information. Beginning with MGRNG version v1.40, the IPTran can be added to the DHCP Edit, so that it can have a fixed IP address assigned.
Installation of Credit Cards Table 1. Sample PLU configuration details. Field Main Visa M/C Discover AMEX 30004000 30004001 30004002 30004003 30004004 Type 16 5 5 5 5 Price 0.00 0.00 0.00 0.00 0.
Installation of Credit Cards Beginning with MGRNG release v1.29, the Credit Card Descriptions (VISA, AMEX, DISC, M/C) are in a dropdown menu. Revenue Configuration Files Go to SYSTEM MAINTENANCE TOOLS -> REVENUE REPORT EDIT. Make sure that a TYPECHG.16 is added to the top of ALL REVRTXT*.MAS files, saved and converted. If not, credit card sales will not be listed. • REVRTXTH.MAS is used for the HISTORICAL Revenue Report. • REVRTXTI.MAS is used for the INSERT Revenue Report. • REVRTXTS.
Installation of Credit Cards Repeat the process again for any gift and/or loyalty card that you intend to accept. Redeem, Issue, Recharge, Cash Out and check balances using the new Gift tender buttons. Each operation should complete after a few seconds, and a receipt for each should print out. Once completed, go back to the Manager’s terminal and check SALES -> DAILY -> CREDIT CARD PROCESSING -> REPORT - ALL TRANSACTIONS to ensure all of the transactions show in the correct amount that was rung up.
Procedures and Reporting for Credit Cards POS Cashier Instructions Credit Card Sale Procedure: • Ring up order as usual, press the TOTAL key. • Slide the Credit Card thru the Card Reader. • Enter in the amount to use from the Credit Card (as $$¢¢) and press the CREDIT key. You can also simply press the CREDIT key to complete the sale with a single Credit Card. • Screen will display Processing CC... & attempt to connect to authorize the credit charge.
Procedures and Reporting for Credit Cards Refund (Overring) Procedure: • You must begin a NEW ORDER when performing a refund function. • Press the OVERRING key. You should see "ORNG" in the top line of the virtual receipt area. • Ring up order as usual, press the TOTAL key. • Slide the Credit Card thru the Card Reader. • Press the CREDIT key to complete the refund with the Credit Card. • Screen will display Processing CC... & attempt to connect to perform the credit refund.
Procedures and Reporting for Credit Cards Reporting Transactions and Closing Batches Credit card sales information can be obtained two ways: Through the Revenue Report or through the Credit Card Processing menu option located in the Sales menu. You use the Credit Card Processing menu option to close batches daily. Revenue Report The Revenue report will display each type of credit card received and the associated sales totals as well. Below is an example for your reference.
Procedures and Reporting for Credit Cards Credit Card Processing Menu Option and Closing a Batch Current Batch Number: Displays the current batch number. Current Batch Opened: Displays the date and time of the start of the current batch. All data reported on this page will be from this start date and time. Current Captured Transactions:: Displays the count and amount of all approved (captured) transactions.
Procedures and Reporting for Credit Cards Be sure to close Batches on a regular basis! The system can hold a maximum of 999 electronic payment tranactions in the system at one time.
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Cashier Instructions for Credit Cards Credit Quick Reference Sheet This page detailing the steps necessary to process Credit Cards is provided for your convenience! Print out this page and place in a location easily accessed by your cashiers for future reference! 15
Cashier Instructions for Credit Cards 16
Installation of Gift Cards Gift Card Configuration The SICOM SL-Series can perform Gift Card transactions for the Burger King Pay It Your Way® Gift Card Program via the Valuelink Network and the FDMS Gift Card Program via the First Data Merchant Services (FDMS) Network. The customer must pre-arrange access to those networks before installation. Gift Card features are available with POS release 2.45b or later.
Installation of Gift Cards Table 1. Sample Function PLU configuration details. Field Cashout Issue Redeem Recharge PLU Number 40001000 40001001 40001002 40001003 Type 5 5 5 5 Price 0.00 0.00 0.00 0.
Installation of Gift Cards Table 2. Sample Panel configuration details. Name Action Panel Key Type PLU Number Gift Card Cashout -1 (No Action) 78 40001000 Gift Card Issue -1 (No Action) 74 40001001 Gift Card Redeem -1 (No Action) 75 40001002 Gift Card Recharge -1 (No Action) 77 40001003 Gift Card Balance -1 (No Action) 76 Test the Cards! After the configuration of the Gift Cards has been completed, have the customer perform several test transactions.
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Procedures and Reporting for Gift Cards POS Cashier Instructions Many of the same rules apply to Gift Cards the same as Credit Card transactions. Please note that all gift card transactions are processed immediately when a GIFT button is pressed. If the sale is changed, deleted, etc. the gift transaction will be reversed. Gift Card Issue (Sale) Procedures: • Ring up the amount to be placed on the card (as $$¢¢). • Slide a NEW, Unused Gift Card thru the Card Reader.
Procedures and Reporting for Gift Cards Gift Card Redemption Procedures: • Ring up order as usual, press the TOTAL key. • Slide the Gift Card thru the Card Reader. • Enter in the amount to use from the Gift Card (as $$¢¢) and press the REDEEM key. You can also simply press the REDEEM key to complete the sale with a single Gift Card. • Screen will display Processing Gift... & attempt to connect to deduct the sale from the Card’s balance.
Procedures and Reporting for Gift Cards Gift Card Balance Procedures: • Slide the Gift Card thru the Card Reader. • Press the BALANCE key on the terminal. • Screen will display Processing Gift... & attempt to connect to obtain the balance. • Screen will display the remaining balance, and a receipt will print out detailing the Gift Card’s balance. • To manually obtain the BALANCE of a Gift Card (if the mag stripe is dirty or scratched) enter the Gift Card number, followed by the BALANCE key.
Procedures and Reporting for Gift Cards Gift Card Recharge Procedures: • Ring up the amount to be placed on the card (as $$¢¢). • Slide the used Gift Card thru the Card Reader. • Press the RECHARGE key on the terminal. • Screen will display Processing Gift... & attempt to connect. If there is any problem with recharging the card, a message will be displayed on-screen. Try recharging the card manually. • Once the amount has been loaded to the card, the item will display on the virtual receipt.
Procedures and Reporting for Gift Cards Gift Card Cashout Procedures: • You must begin a NEW ORDER when performing a CASHOUT function. • Slide the used Gift Card thru the Card Reader. • Press the CASHOUT key on the terminal. • Screen will display Processing Gift... & attempt to connect to obtain the remaining balance on the card. • Once the balance is obtained, the total amount will be displayed in the virtual receipt.
Procedures and Reporting for Gift Cards Reporting Transactions The Revenue report will display the transactions performed on the system along with the amount totals for each. These line items will usually be displayed towards the bottom section of the report. Below is an example for your reference. Note that you can obtain this report on an insert, daily, weekly, or monthly basis.
Cashier Instructions for Gift Cards Gift Quick Reference Sheet This page detailing the steps necessary to process Gift Cards is provided for your convenience! Print out this page, cut, and place in a location easily accessed by your cashiers for future reference! 27
Cashier Instructions for Gift Cards 28
