Topaz Operational Training Module PP 237 T2 – Core Modules Training Client Services Continuing Education Series Technical Support Series – Petro- Topaz Technical Developer and Instructor –Escalation Petro Technical Support

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VeriFone Confidential Objectives To familiarize you with: Operational Features and Troubleshooting Peripheral Devices / Device Manager and Troubleshooting Cashier Reporting and Close VeriFone Confidential

Operational: Menu Options Training Education and Support Technical Series

VeriFone Confidential Main Menu Main Menu will appear when you log into the Topaz or you can use the “CSR Func” button on the touch screen in the bottom right corner VeriFone Confidential

VeriFone Confidential Fuel Manager Menu Fuel Manager Menu is where you have the options: Initialize Fuel Download Fuel Prices Download DCRs Initialize Site Sign (EPS) Clear Pump On Hold Reset Controller Toggle Site Fuel Pause Fuel Price Configuration VeriFone Confidential

VeriFone Confidential Network Menu Network Menu has the following Network options: Pre-Authorization Get Network Mail Batch Details Menu Quick Credit Comm Statistics Print Network Log Store and Forward PINPad Configuration EBT Functions BOL Functions Parameter Download VeriFone Confidential

VeriFone Confidential Maintenance Register Maintenance is where you can adjust the following: Adjust Volume Adjust Brightness System Messages Device Configuration Select Language Store Phone Number Store Postal Code Print Install Info VeriFone Confidential

Operational: Fuel Sales Training Education and Support Technical Series

Touch Screen Fuel Operation In our first module last week, we programmed the fuel buttons on the touch screen via the Fuel Panel in Sapphire Management Suite (SMS). This was where we programmed the number of rows and columns that would be displayed on the touch screen for the fuel panel only. The fuel panel is located on the top of the touch screen in the picture to the left VeriFone Confidential

Touch Screen Fuel Operation Each Fuel Point has its own identifying number on the touch screen that makes it unique from all the others. Each Fueling Point has the ability to display multiple icons that will help identify what exactly that Fuel Point is doing at any particular point in time. VeriFone Confidential

Touch Screen Fuel Operation Idle Pump A blank button with no icons means that the pump is IDLE. VeriFone Confidential

Touch Screen Fuel Operation Calling Pump Pump beeps and car moves onto the button. TOUCH the button to approve the sale on the touch screen. VeriFone Confidential

Touch Screen Fuel Operation Pump Ready A nozzle appears on the touch screen button and the pump is ready to dispense fuel. VeriFone Confidential

Touch Screen Fuel Operation Fueling When fueling begins at the dispenser, the nozzle moves and “drips” fuel VeriFone Confidential

Touch Screen Fuel Operation Sale Amount The sale amount displays. TOUCH the button to bring the fuel sale into the transaction VeriFone Confidential

Touch Screen Fuel Operation Stacked Sale A due sale ($21.50) with a second entry for a “stacked” sale ($12.00). VeriFone Confidential

Touch Screen Fuel Operation Idle Pump After the transaction is paid, the pump goes back to idle VeriFone Confidential

Touch Screen Fuel Operation Prepay Fuel Sale by Amount Steps VeriFone Confidential

Touch Screen Fuel Operation PREPAY FUEL SALE BY AMOUNT STEPS 1. PRESS [PREPAY] on the keyboard 2. KEY the pump number 3. TOUCH or PRESS [ENTER] on the keyboard 4. ENTER dollar amount 5. TOUCH 6. PRESS [TOTAL] 7. Enter the MOP VeriFone Confidential

Touch Screen Fuel Operation Prepay Fuel Sale by Volume Steps VeriFone Confidential

Touch Screen Fuel Operation PREPAY FUEL SALE BY VOLUME STEPS 1. PRESS [PREPAY] on the keyboard 2. KEY the pump number 3. TOUCH 4. KEY quantity 5. TOUCH or PRESS [ENTER] 6. KEY dollar amount and TOUCH 7. PRESS [TOTAL] 8. Enter the MOP VeriFone Confidential

Touch Screen Fuel Operation DCR – Outdoor Card Fuel Sale (Cashier Approval Enabled) ***Up to the last 5 transactions can be re-printed from Topaz. DCR CARD FUEL SALE Steps (Cashier Approval Enabled) TOUCH to approve 2. TOUCH to begin fueling VeriFone Confidential

Touch Screen Fuel Operation FUEL DEPARMENT FUEL SALE STEPS 1. KEY the dollar amount 2. PRESS [FUEL DEPT] 3. On Fuel Product List, TOUCH the fuel product being sold. This is routed to a specific dept and not to any particular pump. For example: kerosene VeriFone Confidential

Operational: Merchandise Sales Training Education and Support Technical Series

VeriFone Confidential Merchandise Sales Manual Fuel Sale MANUAL FUEL SALE STEPS (Credit refund used in example) 1. KEY the fuel sale price, including any taxes due 2. TOUCH the Manual Fuel button or PRESS [MANUAL FUEL] on the keyboard then the MOP 3. PRESS the arrow key until the name of the correct fuel product appears or simply touch the product name on the screen 4. PRESS [ENTER] 5. Key the pump number then PRESS [ENTER] and follow prompts VeriFone Confidential

VeriFone Confidential Merchandise Sales Department Sale KEY the dollar amount PRESS the [OTHER DEPT] key or TOUCH the Soft Key button or KEY the department number 3. TOUCH the department VeriFone Confidential

VeriFone Confidential Merchandise Sales At-For / Quantity Pricing 1. KEY the quantity to be sold 2. PRESS [QTY] 3. KEY the price or SCAN the item (three for $1.00 [1] [0][0] ) 4. PRESS the [OTHER DEPT] key or TOUCH the Soft Key button 5. TOUCH the department to select, or highlight it and PRESS [ENTER] . VeriFone Confidential

VeriFone Confidential Merchandise Sales Change Quantity 1. TOUCH line item 2. KEY the new quantity 3 3. TOUCH Change Qty button VeriFone Confidential

ID Checking (if set to prompt for ID) VeriFone Confidential Merchandise Sales ID Checking (if set to prompt for ID) 1. KEY the birth date (00/00/00) or SWIPE the magnetic stripe on the driver’s license or SCAN the 2D bar code on the driver’s license 2 TOUCH OK or PRESS [ENTER] VeriFone Confidential

VeriFone Confidential Merchandise Sales Percent Discounts 1. ENTER the product via keyboard/touch screen/scanner 2. KEY the percent discount including two decimal places (if not a fixed discount) then press DISCOUNT key. For example: 10% discount – Key [1][0][0][0][DISC] 3. PRESS [DISC %] key (if amount is fixed). VeriFone Confidential

VeriFone Confidential Merchandise Sales Dollar Discount 1. ENTER the product via keyboard/touch screen/scanner 2. KEY the dollars and cents of the discount and press the DISCOUNT key (if not a fixed discount). For example: $0.10 discount - Key [1][0][DISC] 3 PRESS [DISC] (if a fixed discount). VeriFone Confidential

Price Override (Keyboard soft key) VeriFone Confidential Merchandise Sales Price Override (Keyboard soft key) 1. ENTER the product via keyboard/touch screen/scanner. 2. PRESS [ENTER] (if keyed). 3. Key the new single-unit price. 4. PRESS [PRICE OVER]. VeriFone Confidential

VeriFone Confidential Merchandise Sales Change Price (via Touch Screen) 1. TOUCH line item 2. Key new single-unit price 3 TOUCH Change Price button VeriFone Confidential

VeriFone Confidential Merchandise Sales Fractional Quantity Sale 1. KEY the fractional quantity to be sold - [5][0] = 1/2 pound PRESS [QTY] 3. ENTER the product via keyboard/touch screen/scanner. VeriFone Confidential

VeriFone Confidential Merchandise Sales Tax Exempt 1. TOUCH line item 2. TOUCH add Tax Exempt button VeriFone Confidential

VeriFone Confidential Merchandise Sales Fees/Charges 1. Key the fee amount 10 2. PRESS [OTHER DEPT] key 3. TOUCH the fee/charge department 4. PRESS [ENTER] or 5. If the fees are already set and assigned properly, you can simply PRESS the department or PLU key. VeriFone Confidential

VeriFone Confidential Merchandise Sales PLU Sale 1 TOUCH the PLU soft key on touch screen or keyboard, i.e. [turkey], or SCAN the code 2 PRESS [ENTER] ***Hint: If typing in a PLU number: - Key the first 11 digits of a 12-digit UPC-A number Key the middle 6 digits of an 8-digit UPC-E number key all 13 digits of an EAN-13 number VeriFone Confidential

VeriFone Confidential Merchandise Sales PLU Sale With Modifier 1 Key a PLU 2 PRESS [ENTER] 3 PRESS [MODIFY] until the desired item appears 4 PRESS [ENTER] VeriFone Confidential

VeriFone Confidential Merchandise Sales Open PLU 1. Key a PLU number on the keyboard and PRESS [ENTER] or TOUCH the PLU soft key or PRESS a menu soft key and then PRESS the menu item number or SCAN the bar code 2 PRESS [ENTER] 3 If it is an “Open PLU”, key the item price 4 PRESS [ENTER] VeriFone Confidential

VeriFone Confidential Merchandise Sales PLU Not Found 1. Key or scan the item and if it is not found in the system: Key the single-unit price of the item 3. TOUCH or PRESS [ENTER] VeriFone Confidential

VeriFone Confidential MOPs 1. Key or touch the sale items. 2. PRESS the [TOTAL] key. 3. PRESS the DEBIT Button 4. Swipe the card through the card reader 5. ENTER PIN number on the PIN PAD. The Topaz terminal “calls” the network for authorization. The receipt prints when authorization is received. VeriFone Confidential

VeriFone Confidential MOPs 1. Key or touch the sale items. PRESS the [TOTAL] key. 3. PRESS the CREDIT Button 4. Swipe the card through the card reader 5. The Topaz terminal “calls” the network for authorization. The receipt prints when authorization is received. VeriFone Confidential

VeriFone Confidential MOPs Key or touch the sale items. PRESS the [TOTAL] key. PRESS the CASH Button Topaz can be configured via SMS to operate as the end user would like it to. In SMS > Manager > Payment and Manager > Sales > Sales Configuration VeriFone Confidential

Operational: Reports Training Education and Support Technical Series

VeriFone Confidential Reports The Reporting Menu is accessed via the Main Menu > Reporting Menu. This menu pops up when you first log in or you can also access it through the CSR Function button while in Sales. VeriFone Confidential

VeriFone Confidential Reports Once you select the Reporting Menu, you have all the options that you would normally expect of a 3- Shift Configuration. Cashier. Shift, Daily, Monthly, and Yearly options. Also Flash Reports and Payroll Reports are available in the Reporting Menu. VeriFone Confidential

VeriFone Confidential Reports Close Shift Steps Use these steps to close a shift and reset totals for the period to zero. Touch Close Shift and the screen to the left pops up. Touch YES. ***Note: These steps assume the following: ■ You will process the report. ■ You will print the report (if you choose to) now or later VeriFone Confidential

VeriFone Confidential Reports The Close Shift sequence of events will kick off with the screen shot to the left. VeriFone Confidential

VeriFone Confidential Reports The Cashiers will close next as is shown in the screen shot to the left. Ruby has the Force Close Cashier option in Report Config, but Topaz is not configurable through the Topaz. Cashiers are closed with Topaz by default and you can configure otherwise only if SMS was loaded with Report Configuration as a custom option. VeriFone Confidential

VeriFone Confidential Reports The data will then be saved in the system on Newpro for polling to back office PC, SMS, or printing. VeriFone Confidential

VeriFone Confidential Reports Completed Successfully will appear on the screen when the operations are complete and data is saved to Newpro. VeriFone Confidential

VeriFone Confidential Reports After completing the close successfully, the shift will now appear in the reprint list. You can access the report to print in the Print Shift Report option. In order to print the report, simply touch report on the touch screen or key the report # and ENTER. You can arrow to the report you want if necessary. VeriFone Confidential

VeriFone Confidential Reports Essentially, the same steps are followed for the closing of Daily, Monthly and Yearly as were just demonstrated for the Shift. VeriFone Confidential

VeriFone Confidential Reports The Flash Reports menu does not have as many options as Ruby. The options available are listed in the screen shot to the left. VeriFone Confidential

VeriFone Confidential Reports Issues Task/Problem: NewPro (Topaz) and GemPro (Ruby) Totals don't Match Method/Solution: There may be times when totals sent to the backoffice from NewPro don't match the totals on GemPro. Should this be the case, the Sapphire needs to be configured so that the backoffice will pull the totals from GemPro. ***Note that this is only the case at site with Ruby/Sapphire, and should NOT be attempted at a Topaz site. In order to pull totals from Gempro, rubylink.ini needs to be modified. As shown below, the TotalsRcvdFromSapphire flag needs to =False. Again, only make this modification at a Ruby site. VeriFone Confidential

VeriFone Confidential Reports Issues Part of the reason that the totals don’t match is the fact the Gempro and Newpro have to “sync”. So if the site has a Ruby and a Topaz, the site should wait approximately 20 minutes prior to polling totals the back office or SMS VeriFone Confidential

Peripheral Devices Training Education and Support Technical Series

VeriFone Confidential Scanners There is a multitude of manufacturers of scanners that can attach to the Topaz POS. Scanners allow faster input of PLUs and can also be used to scan Driver’s Licenses if they are 2-D capable for ID checking VeriFone Confidential

VeriFone Confidential Printers There are two Thermal Printer that attach to the Topaz POS. The top printer is the Partner RP-310 and the bottom is the Epson TM88II. They both must have the dip switches set as shown below or they will NOT communicate with the Topaz. VeriFone Confidential

VeriFone Confidential Pole Display The customer pole display is a 4-line display and is connected to port 3 of the Topaz by default. ***Don’t forget the ceramic magnets that are on the cable before each of the RJ-45 connectors. The end of the cable with the shortest distance between that magnet and the RJ-45 connector must be connected to the display. If it is not, they display will display bogus characters. VeriFone Confidential

VeriFone Confidential PIN Pads There are a multitude PIN Pad options that can attach to the Topaz. Shown to the left are: PIN Pad 1000 Mx870 SC5000 PIN Pad 1000se ***Note: PIN Pads with card slides on them MUST be enabled in the Network Menu in order to function properly. VeriFone Confidential

VeriFone Confidential PIN Pads Inside the Maintenance Menu > PIN Pad Configuration menu is where the option is to enable the card slide on the pin pads. VeriFone Confidential

VeriFone Confidential PIN Pads The Topaz also will know that there is a PIN Pad attached by auto detecting the pin pad, but it will not know which type of pin pad is attached to it. Inside Maintenance > Device Configuration is where you tell the Topaz what type of PIN Pad it is paired with. VeriFone Confidential

VeriFone Confidential PIN Pads The options available are PIN Pad 1000, SC5000, Everest, and PIN Pad 7000. Mx870 has a Hybrid patch that selects PIN Pad 7000. VeriFone Confidential

VeriFone Confidential Coin Dispensers The Telequip Transact2+ is the coin dispenser that is certified with the Topaz. VeriFone Confidential

VeriFone Confidential Questions? Please feel free to ask any questions or ask for anything to be demonstrated on the system before you. VeriFone Confidential

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