The Card terminal is not integrated with the POS system. Enter the items as usual up to step 8.
- At any given time, ONE person will be responsible for operating the POS card/debit terminal. This person will normally be either the Sales Coordinator, or another member of staff, or a designated volunteer. Such a volunteer must be signed into the STORE sign-in sheet.
- When the payment option pops up, click on card.
- On the Verifone terminal, choose sale.
- Enter your clerk ID.
- Follow the prompts.
- Tear off the merchant copy and keep it in the drawer with the 50s and 100s under the coins.
- The customer copy should be stapled to the itemized receipt from the POS system, and handed to the customer.
The batch of electronically recorded transactions must be sent to the provider at the end of every business day. If, for whatever reason, this does not happen, it is crucial that you let the person opening the store the next day to do this.
- Press Settlement on the card terminal and follow the prompts.
- Keep both the details/totals report, as well as the settlement report. Staple, with these on top, to the receipts for individual transactions that day, which are stored beneath the coin drawer.
- Ensure proper card acceptance (the card has not expired, and, if there is no chip&pin, that the customer's signature corresponds to the one on the card).
- Remind customers to shield their PIN with their hand and/or body.
- Check the serial number of the machine against the one we have recorded at the end of every day.
- Strictly, staff and store volunteers only should have access to the point-of-sale equipment.
- When not being used, keep the PIN terminal on the lower level of the display case -- i.e. not accessible to the public.(When connecting the machine first thing in the morning, press F4 for Softpay to take you to the usual 'Sales Settlement Void' screen.
- The terminal should be disconnected in a secure place at the end of the day.
- Regularly (open/close at minimum) monitor the area around the terminal for skimming equipment.
- Regularly (open/close at minimum) check the terminal for signs of tampering (security seals etc.)
- Periodically weight the equipment and check against manufacturer's specifications.