Merchant Updates - July 2016

New Updates for Poynt merchants – July 2016

 

A) Transaction Type Menu:

The Transaction type menu has been relocated into the top left corner of the terminal app for easier access. Tap the down arrow on the bar and you will see the possible transaction type.

As a reminder, Auth-Only transactions are intended typically for physical-goods merchants in a delayed inventory scenario where the customer’s card is first authorized and then manually captured at a later date. You can manage your Auth-Only transactions in the Settlements App > Auth-Only tab.

In addition, Non-Reference Refund option is available only to Terminal Users with “Owner” permission/role. Non-Reference Refund allows merchants to issue a refund directly to a customer’s credit card without a prior referenced captured transaction.

 

B) New Payment Options:

Merchants now have the ability to mark/annotate transactions as having been processed/paid via alternate Payment tender types – Check or “Other”. “Other” can be used for store credit, external gift cards/vouchers, etc and allow you to track all transactions from your Poynt Terminal.

Step 1: To pay with ‘Check’ or ‘Other’ payment methods, tap on the Terminal app and type in the exact amount of the sale.

Step 2: Tap Charge in the terminal screen so that the payment window pops up. Once here, click the double bar sub-menu in the right corner of the blue screen.

 

Step 3: A black sub-menu window will open and alternate payment options are offered. Tip: You can enter Notes on the transaction from here first and then choose the payment option – Cash, Check, or Other.

New Payment Options available are:

• Check
• Other
• Manual Entry (another shortcut into manually typing in credit card information)

 

Step 4 (option for Check Payments):

To accept a check from a customer, select the option labeled ‘CHECK’ in the black screen above. The below window will show up, where merchants can write any notes they have. Then, finish the transaction by selecting the complete button in the bottom right.

Suggestion: type in the Customer’s Check Number in the Notes field for tracking purposes. The notes will appear in the merchant’s Transaction Report.

 

Step 4 (option for ‘Other’ Payments):

For tracking transactions paid by Other payment tender types, such as Gift Cards, Vouchers, Store Credit, etc, select the option labeled ‘OTHER’ in the black screen from Step 3. The below window will show up where merchants can write down any notes they have. Finish the transaction by selecting the complete button in the bottom right.

 

Step 4 (option for Manual Entry):

Now, merchants who primarily use Terminal App for transaction processing can process Manual Entry transactions directly from Terminal App instead of navigating back to the home screen to perform manual entry transactions.  Directly from the Terminal App, enter the amount to be charged to the customer.  Click the Manual Entry option in the black screen mentioned in Step 3.  The below window will show up where merchants will then enter the card information into each box. Once completed, click the charge button and the transaction will continue to receipt options.

 

C) Updated Transaction List and Icons:

When you process transactions with any of the new alternative payment options, you’ll see those icons appear in the Terminal App > Transaction List:

 

D) Updated Poynt.net Transaction Reports with Employee Column & 'Other' Payment types:

 

Employees:

For merchants who have multiple Terminal User logins for employees, the Transaction Report will show transactions and the corresponding Employee who processed the transaction.  For merchants who need to report on Tips per employee, the Transaction Report will also allow the merchant to see tip amounts for each transaction per employee.

 

Payment Types:

For merchants who have multiple Terminal User logins for employees, the Transaction Report will show transactions and the corresponding Employee who processed the transaction.  For merchants who need to report on Tips per employee, the Transaction Report will also allow the merchant to see tip amounts for each transaction per employee.

 

E) Newly Updated Merchant Business Settings on Poynt.net:

Merchants can now easily manage their Business Settings per store location. When you log in to your Poynt.net account, click on “Business”.  From this page, you can:

1. Manage Business settings – Update your business contact information.
2. Manage Store settings – If you have more than one store location, you can manage multiple stores from your Business account login. From store settings, you can edit the Store contact information, update Payment settings, apply Custom Background images, and create Custom Receipt text.
3. Manage Terminal settings – If you have more than one terminal, you can manage the product catalog assigned to each terminal.

Continue on to the next pages for additional information on each of the settings options.

 

1) Poynt.net > Business > Manage Business:

Merchants can edit the Business contact information for the Poynt account.  In addition, merchants can opt to set up:

• Reporting Notification alerts to be emailed
• Poynt HQ Mobile App alerts for Reports and/or Transactions

 

2) Poynt.net > Business > Manage Store:

Merchants can edit Store contact information each store location.  In addition, Manage Store allows the merchant the ability to:

• Configure Payment Settings
• Upload custom Background images for both Merchant and Customer screens
• Customize transaction receipt text for both printed an emailed receipts

 

Configure Payment Settings: 

• Ask for Tips: You can choose whether your Poynt terminal prompts customers to Add a Tip during the payment process.
• Auto-settlement: You can specify a set time every evening/day at which batch settlements will occur. You can always manually batch settle, but enabling auto-settlements allows you the convenience of not having to manually settle every day.

 

Set Merchant and Customer Background Screens:

You can customize the background images for both of your Poynt screens.  You can upload either jpg or png image files.

 

Customize your Transaction Receipts: 

You can specify custom receipt text for both your printed and email receipts.

• Receipt footer: Text that is typed here will appear in the footer of both printed and emailed receipts.
• Email receipt options: In addition, you can specify the following optional fields of information to appear on the customer’s emailed receipt:
  • Business / Open hours
  • Store website link
  • Social media links: Facebook, Twitter, Yelp

 

3) Poynt.net > Business > Manage Terminal:

Merchants can edit Terminal information in each store location.  You can rename terminals to help you identify specific terminals if you have more than one Poynt (eg “Take-out counter”, “Back office”, etc).

In addition, you can assign Product Catalogs to specific Poynt terminals (eg Take-out counter terminal is assigned the Take-out Menu catalog and Back office terminal is assigned the Catering Menu catalog)

 

F) Additional support for External Accessories compatible with Poynt Terminal:

Merchants can now connect the following External Thermal Receipt Printer.  For a complete list of support external accessories, visit Poynt Help Center at support.poynt.com > search for “Accessories”.

• Epson TM-T20II

 

G) Introducing the New Catalog App on the Poynt Terminal:

Merchants who can use the Poynt Register App to create itemized order transactions to charge to customers.  To use Register App, merchants will need to create their Product Catalog and can now do so directly from the Poynt Terminal.  The new Catalog App allows merchants the convenience of catalog creation and editing directly from the device.

• Add/Edit Products
• Add/Edit Categories
• Create Order-Level or Item-Level Discounts and Surcharges
• Apply Tax calculations at the Order-Level or for specific categories of items

Multiple catalogs can be created and assigned directly from the Poynt terminal to the Register app.

 

Create Modifiers for Products:

Easily create Product Modifiers and options for products. 

• Merchants can create Modifiers which are “Select One” option or “Select any combination” option (eg Size option requires picking one: S, M, L whereas Toppings option allows picking any number: Cheese, Pepperoni, Olives, Peppers).
• Modifier options can also apply price adjustments to the item’s base amount (eg Half-size could be -$2.00 or Super-size could be +$2.00).

 

Create Discounts, Surcharges, and Taxes:

• Discounts and Surcharges can be created at the order-level or to be applied to items in a specific category. Discounts and Surcharges can be a % or $ amount.
• Tax calculations can be applied at the order-level or for items in a specific category; taxes can be a % or flat $ amount.

 

H) New Register App Design and Features:

Register App on the Poynt terminal has some new design improvements and new functions: 

• Frequently used features (Adding Custom Line Items, Saving Order, Adding Discounts/Surcharges, etc) are available on an anchored button row.
• Tap on “More” to see additional button functions.
• Tap to expand and view Order Details.

 

Product Modifiers and Options:

Adding a product with pre-defined modifiers allows the merchant the ability to specify options selected by the customer. 

• Modifiers with options that are “Select One” will appear with buttons.
• Modifiers with options that are “Select Any” will appear with checkboxes.

Choosing any options with price adjustments to the item base amount will display the additional/reduced amounts in the Order Details view.

 

Order Details:

• Merchants can apply item-level Discounts or Surcharges as well as enter Item-level Notes.
• Quantities can be easily adjusted and items can be easily deleted from the order.

 

Additional Functions:

• Discounts and Surcharges can be applied using the pre-defined buttons and are applied as a % or $ amount to the entire order or to specific item(s).
• Merchants can also use the keypad to apply Custom Discount and Custom Surcharge amounts or percentages at any time.
• Custom Line Item Amounts can now be annotated with an editable description for that custom item.

 

I) Register App - Print Receipt Options:

Merchants who use Register App can now choose to reprint last receipt with the following options:

• Reprint Last Order Receipt – contains order item details
• Reprint Last Item Receipt(s) – will print all items in the Order as separate receipts (intended for kitchen/counter external printers)
• Reprint Last Customer Receipt – contains order item details and includes payment detail information from customer 

You can access Print Last Receipt Options through the right-hand side sub-menu:

 

J) Register App - Print Receipt Options:

Merchants who use Register App can now specify which receipts are sent to which external (or Poynt) printers.  When an order transaction completes, the appropriate receipts will be sent to the pre-selected printers if printed receipt option is chosen.

 

K) (Optional) Terminal Setting for Verify Cardholder Signature:

Merchants who process high transaction amounts or sell products which require extra verification may now request to have the Verify Cardholder Signature option toggled on.  This allows the merchant to be presented with the customer’s completed digital signature for comparison to the signature on the customer’s card.

 

Merchant will begin with the “Waiting for Signature” message.  After customer signs on the customer screen, the merchant will be presented with the customer’s signature.  Customer will see the below screen with instructions to present card to the merchant for verification.

 

Note: Merchants will need to contact support@poynt.com to request this feature be enabled.