New Updates for Poynt merchants – June 2016
A) Manual Entry:
A new shortcut to Manual Entry transactions is now available on your Launcher / Home screen. Simply tap Manual Entry to go to the screen for typing in transaction information.
B) Diagnostics App:
If a merchant is experiencing any technical issues with their Poynt Terminal, there is now a Diagnostics App that will run simple checks on the device to ensure all major components are functioning properly.
Checks 1 and 2 - If any network or connectivity checks return a red status, please first confirm that internet connectivity is established at merchant’s location. Wifi (via secure WPA or WPA2 setup) or Ethernet connectivity are both supported. Contact your internet services provider if you’re experiencing latency or slowness.
Checks 3 and 4 - For card reader issues, please contact Poynt Technical Support at firstname.lastname@example.org and provide your Merchant Account Name and your Poynt Terminal Serial Number.
Access the Diagnostics App by going to you Help App > Diagnostics:
C) Register App:
We have made a few enhancements to optimize your Register App experience. New functionality listed below.
To access, go to Launcher / Home screen > tap on Register App.
If you have not yet set up a Product Catalog for your Register App, you may do so by logging in to your Poynt.net account > click on “Products”. For more information on how to Set Up your Product Catalog, go to Poynt Help Center at support.poynt.com > Documentation > Product Catalog & Register App and download the pdf guide.
1) Cash button easily accessible
On the Register App main screen, “Cash” button now appears next to Charge so you can easily tap for quicker transaction processing.
2) Order-Level Tax Exemption:
If you have a Tax set for your Product Catalog, and you’re processing a customer’s order that needs to be tax-exempt, you can do so on the Order Details screen. To remove (or toggle off) tax calculation from the order, you can do so by:
Step 1: Swipe down from the order tray to view Order Details.
Step 2: Next to Tax amount, tap the toggle button to off
Continue to process the transaction.
3) Adjust quantity of items:
If you’d like to adjust the quantity of the items in the order:
Step 1: Swipe down from the order tray.
Step 2: Tap on the quantity number next to the item
Step 3: Enter in the quantity for that product, and you will see the quantity update as well as the total amount.
Note: You can also delete an item from the order by tapping on the trash can icon next to the line item amount.
D) Peripherals – Poynt Terminal Supported External Accessories
1) Below is a current list of External Accessories compatible with the Poynt Terminal:
Since most cash drawers use serial cables, you will also need a USB Cash Drawer Adaptor/Trigger + cable to connect to the Poynt docking station. The cash drawer serial cable plugs into the USB Adaptor/Trigger and the USB cable connects from the USB Adaptor/Trigger to the Poynt docking station. An example is shown below.
- M-S CF-405-M-B
- Star SMD2-1317
- Star 37965560
- SOLUX - SX-CD-100-RJ
External Thermal Receipt Printers:
- Star TSP-650 printer
- Star TSP100 TSP143iiU
- Esky POS-5870
- Star mPop POP10 printer/drawer
External Barcode Scanners:
(Scanner needs to be USB/HID not USB/SPP.)
- Inateck BCST-20
Accessories need to be connected to the Poynt Terminal docking station via USB cable. The Poynt Terminal needs to be placed in the docking station in order to communicate with the external accessory.
2) Updated Accessories Manager:
When you connect an external accessory (such as a cash drawer or a receipt printer), a new Accessory Manager screen will appear to help step you through the setup process. Simply follow the onscreen directions.
3) Test connected accessories
Once an external accessory is connected, you can try a test using the link provided. You can test a cash drawer opening or test a receipt print. Simply step through the screens to trigger a test.
E) HQ iOS App:
Merchants who would like to stay connected to their Poynt terminal or remote control their business can download the Poynt HQ iOS App at poynt.com/hq/ios or simply search for Poynt HQ on the App Store.
Learn more about the Poynt HQ App by reviewing the training document on the Help Center at: support.poynt.com > Documentation > HQ App.
1) HQ App - Pulse
A new Pulse landing page is available and includes some new and handy dashboard stats for your account. After signing in you’ll land on the Pulse page. From here you can swipe to view at-a-glance what’s happening with your Poynt Smart Terminal. You’ll see insights about your Poynt account which will dynamically highlight interesting insights about your business.
2) HQ App - Settlements
You can remotely manage your Settlements batches from HQ App - works just the same as Settlements from your Poynt terminal or from Poynt.net web Settlements.
3) HQ App - More Options:
Newly added ‘More Options’ gives you even more remote control access to a variety of additional functions and views. Some new features include:
- Manual Entry: allows you to process a manual transaction (Permission needs to be enabled for this function.)
- Terminal: shows you information about your terminal battery level and last checkin. You can also remotely control your Poynt terminal (such as send a message, remotely lock, ping, grab screenshot, and set background images)
- Feedback: Tap to contact us for support or to provide feedback