Pocket Verifier™ Smartphone Edition Release Version 1 for Windows Mobile 5 Smartphone User Guide and Tutorial Copyright © 2006, Advanced Merchant Solutions Inc. All rights reserved.
Table of Contents Installation Introduction.................................................................................................................................. 1 Installing Pocket Verifier.............................................................................................................. 2 Locating and Starting Pocket Verifier.......................................................................................... 2 Software Activation, Account Logon, and Main Index Introduction...
Installation Introduction Before using Pocket Verifier with your Cingular 2125 Smartphone you will need to install the main program file and possibly a number of support files. Pocket Verifier was developed using the lasted development tools in order to provide you with the best encryption methods for processing secure transactions. As such, you phone may not have all the files necessary to support these new technologies and you may be required to install them before starting the Pocket Verifier program.
Installing Pocket Verifier 1. Active Sync the phone to your Windows PC. 2. Locate the installation file on your Windows PC and double-click on it. 3. Follow the directions in the Installation Wizard using the default options. 4. When asked to accept the software from an unknown publisher, select Yes. 5. The software is now successfully installed on your phone. Locating and Starting Pocket Verifier 1. Tap the Phone Key to display the Today screen. 2. Tap Start to open the Start Menu Programs explorer. 3.
Software Activation, Account Logon, and Main Index Introduction Before you can use Pocket Verifier you will need to setup a merchant account. This is done through software activation. To activate an account, you will need to have your phone on and have your cellular service set up to accept data. If you can use Internet Explorer on your phone to browse the internet then you already have a data service (see your local cellular dealer or Pocket Verifier representative about this service for details).
5. Tap on Activate. A connection to your phone service is started and the activation information is sent to the processing gateway for validation. If your merchant account and password are correct, your company information will be retrieved and used for processing transactions and printing receipts. Once the activation completes you will be taken to the Account Logon screen. To exit the Account Activation screen, select Menu > Exit or Menu > Cancel, depending on what stage of the program you are in.
Main Index The Main Index screen is where you will start most of your transactions. From here you can enter credit card transactions, cash sales, and account transfers. You can also go to the Transaction Manager or setup various options from selecting Settings. While the majority of your transactions will be credit card related, you can also perform cash sales and ACH account transfers * from the right Menu screen.
Pocket Spectrum If you purchased the Pocket Spectrum with your software then you can turn of the Use Pocket Spectrum feature. When this feature is on, the software will prompt you to test the connection and provide you with an option to print a test receipt. However, before a connection can be tested, you must first pair the Pocket Spectrum to the phone and setup a Bluetooth COM Port. This is explained in the section: Pairing the Pocket Spectrum.
3. Print Receipt Header / Footer. Turn the feature on to print a header and/or footer on the receipt. You can edit the Header and Footer information from the menu. Initially you will see company contact information. This can be changed. The company name cannot be changed for receipt printouts due to Visa Regulations. All Header and Footer information will be automatically centered. The maximum number of characters per line is 32. Any more will cause the text to wrap onto the next line of the receipt. 4.
Rep ID The Rep ID (Representative Identification Number) is a 1 to 4 digit number that can track a sales force using Pocket Verifier with the same merchant account. The default Rep ID is 101, but by default is not sent to the processing gateway. If you want to record the Rep ID and have it appear on your Internet Merchant Account System*, then turn the Send Merchant Rep ID feature on. The Rep ID can also be changed from the menu (Change Rep ID…).
Pairing the Pocket Spectrum Before using the Pocket Spectrum with Pocket Verifier you must first pair it to your phone. Once the Pocket Spectrum is paired, you will not need to perform these steps again unless you pair the Pocket Spectrum to another device (for security reasons the Pocket Spectrum can only be paired to one device). If you hard reset you phone on Pocket Spectrum, then you will also need to reset up the connection.
6. 7. 8. 9. Check to make sure the Pocket Spectrum is on. Select Menu > New. If more than one item appears in the list, select the Pocket Spectrum. Select Next. 10. Enter the passkey: 1000 11. Press Next. 12. After a brief pause your phone will connect to the Pocket Spectrum. 13. Select OK. 14. Select Next (you may also want to change the display name at this step).
Setup the Serial Port Service and COM Port Once you have established a connection between the Pocket Spectrum and your phone, the Services screen will appear. If it does not, you may have entered an incorrect passkey or the battery on the Pocket Spectrum or phone may not be fully charged. In most cases, re-entering the passkey and/or charging the devices will avoid this problem. This section is a continuation from the previous section: Setup a Bluetooth Connection with your Phone. 15. Select Serial Port.
17. If this is a new pairing, select Menu > New Outgoing Port. Otherwise, selecting Done will bring you to Step 21 below. 18. Select the Pocket Spectrum in the list. 19. Next you need to assign a COM Port that both the phone and Pocket Verifier will recognize. In this example COM7 was selected. 20. Uncheck Secure Connection. Pocket Verifier uses its own proprietary encryption for transmitting secured credit card data, so it is recommended that you leave this option unchecked. 21. Select Done.
Set Up the COM Port for Pocket Verifier 1. 2. 3. 4. 5. 6. 7. Start Pocket Verifier. Logon and go to the Main Index screen. Select Settings. Select Menu > Select COM Port… Choose the COM Port that you used above (for example COM7). Select Done. When asked to confirm your connection, select Yes. At the next prompt, make sure the Pocket Spectrum is on and continue.
Credit Card Sales Introduction Credit Card sales can be performed manually (Keyed) or by using the Pocket Spectrum (Swiped). Sales are also divided into three sections: • Customer Information • Card Information • Sales Information Selecting any one of these sections will open a wizard for entering information. To start the general sales wizard, which prompts you to enter all the information needed for a keyed credit card transaction, press the number 5 Key.
Tutorial • Swiped Credit Card Sale This tutorial will take you though a complete credit card sale using the Pocket Spectrum. It is assumed that you have already setup the Pocket Spectrum to work with Pocket Verifier and that you have successfully activated at least one merchant account or logged on to the MAC TOOLS DEMO account. It is also assumed that the Prompt for Tip on Wizards feature is on and that the Auto Add Sales Tax feature is off under from the Settings screen. 1. 2. 3. 4.
At this point you are ready to verify the information and process the transaction. If you do not want to process the transaction at this time or if you are in a location where a Cingular wireless connection is not available, select Menu > Save Transaction… The transaction will be saved and you can process at a later date by selecting it from the Transaction Manager screen. See the Transaction Manager section for details.
Tutorial • Voids and Credits After a credit card transaction is approved, the processing bank submits the record for an end-of-day settlement (closed batch). If a settlement has not yet been issued for the transaction, Pocket Verifier allows you to void the transaction. Issuing a void or a credit depends solely on whether the transaction was settled. Settled transactions will allow you to issue full or partial credits. Unsettled transaction can only voided.
3. Select Menu > Issue Void/Credit… 4. A message will appear indicting if the transaction has been settled. If it has, you can enter an amount for a full or partial credit. In the example here, the transaction has not yet settled so you are prompted to issue a void. Select Yes. 5. At this point the void will be processed and you will be asked if you want to print a Refund Receipt. Select Yes or No as appropriate in your situation.
ACH Account Transfers Introduction This option is primarily so your business can accept checks by telephone, fax machine, or e-mail. If your customer can physically hand you a check, you are better off accepting it and physically depositing it at your bank. The bad check protection statutes and laws generally apply only to physical checks, with pen-and-ink signature. In addition, the customer can challenge and reverse the electronic check up to sixty days after it is issued.
Tutorial • ACH/Checking It is assumed that you have already setup the Pocket Spectrum to work with Pocket Verifier and that you have successfully activated at least one merchant account or logged on to the MAC TOOLS DEMO account. It is also assumed that the Prompt for Tip on Wizards feature is on and that the Auto Add Sales Tax feature is off under from the Settings screen. 1. 2. 3. 4. 5. Logon to your account and go to the Main Index. Turn on the Pocket Spectrum. Select Menu > ACH/Checking.
At this point you are ready to verify the information and process the transaction. If you do not want to process the transaction at this time or you are in a location where a Cingular wireless connection is not available, select Menu > Save Transaction… The transaction will be saved and you can process at a later date by selecting it from the Transaction Manager screen. See the Transaction Manager section for details. 6. Select Next. 7.
Cash Sales Introduction Unlike credit card and ACH/Checking sales, cash sales do not require a wireless connection nor do they receive an approval status with a Transaction ID or Authorization code. Cash sales are used by Pocket Verifier only as a convenience to print cash receipts and to monitor sales from the Transaction Manager. Entering the customer information is also optional since it is a consuming task on the Smartphone and, in most cases, not needed for a cash sale.
Transaction Manager Introduction The Transaction Manager screen is the area where you can view completed and pending transactions for credit card and ACH/Checking sales as well as saved cash sales. It is also the entry point for processing the voids and credits of completed credit card transactions as demonstrated in the Tutorial • Voids and Credits section. The purpose of the transaction manger on the phone is to allow you to save and process pending transactions.
Menu Items The Transaction Manager can be customized to meet your need. By default, all transactions for the current date are displayed with the Customer Name Header Description. When entering the Transaction Manager after sales have been processed or saved, the last item in the list is selected (this is the most recent transaction). If a pending transaction is approved, then the sales date will change to the most recent date.
Go to Today: Selecting this option will change the data to today and show you the last transaction based on the Sales Type and Approval Status selection criteria. Print Report… This will print a report of all transactions that appear in the current list. If more than a single date is selected, the report will be divided by days.
Hints and Tips Introduction The Pocket Verifier software was developed in correspondence to how other applications behave on your Smartphone. Thus, if you have already mastered other applications on your phone, then using Pocket Verifier will appear logical and intuitive. For additional information on how to use your Smartphone, read the Smartphone Quick Start Guide that came with your phone or visit: http://www.microsoft.
Switching Between Applications / Where did my program go? If your phone is set to automatically set to display the Today screen after a specified time Pocket Verifier will disappear. In addition, if you accidentally press the red or green phone buttons, or even the Home Key, Pocket Verifier will no longer appear on the screen. To return to the Pocket Verifier program, simply press the Back Key until it reappears.
