Online Mobile Swipe Training

Transcription

1 Online Mobile Swipe Training

2

3

4 Agenda Welcome OMS Summary App Review, Installation, Testing OMS Activity Setup Refunds OSM Sales Report Deposit Info and SFO (if applicable) FAQs Support Desk, Newsletters, and Q and A

5 Introducing

6 Software Summary Mobile Swipe or credit card reader for taking purchases in person Integrates with SFO and the Online School Payments software Features include ease of use, all support included, and all standard OSP features including deposits

7 How OMS Works The OMS app is used to receipt 2 cash, check or CC 1 Bookkeeper Creates Product in OSP Receipt is ed or texted 3 to purchaser 6 Teacher Deposits are now available for posting in SFO Cash and check payments must be deposited. CC is done 4 just like OSP Deposit Analysis Report is ed to 5 Bookkeeper

8 Online Mobile Swipe - Summary Take payments at the door via a smart device and card reader SFO integration Deposits directly into your school bank account

9 OMS Required Items 1. Smart device (phone or tablet) 2. OMS app 3. Need internet (either wifi or data/hotspot) 4. Rambler (Credit Card Swipe device) Dongle if needed for Apple products

10 Acceptable Cards 1. Credit Cards 2. Payment Cards 3. Charge Cards 4. Debit Cards 5. Bank Cards 6. Prepaid/Gift Cards 7. Swipe and Chip Cards 8. Reloadable Cards All purchases done as a credit transaction

11 Handling Fees Default mimics the standard handling fee option for OMS Major Handling Fee Options: Pass the fee onto the parents Invoice the handling fee Deduct the fee out of the total charged Parent Copay Only invoice OMS sales Etc.

12 $10 Purchase with OMS - Generic 4% 2.25% 1.75% $0.35 of transaction is collected by OSMS is passed through to Visa/MC is kept by OSMS to maintain and support OSP per transaction fee is collected by OSM and passed through to Visa/MC For a $10 Purchase $0.40 4% of transaction $0.35 per transaction fee 0.75 is collected by OSMS for a net of $10.00 going to the school for a total of $10.75

13 Credit Card Processing: What s best for me? Full receipt details including product info Captures student data, and allows for detailed oblig. Can handle multiple fund accounts per deposit Optimized for desktop or laptop computers Included for FREE with OTR plus hardware purchase Limited receipt details including product info No student data, no detailed oblig. Can handle multiple fund accounts per deposit Fully mobile designed for smart devices on Wi-Fi Annual license fee plus hardware purchase

14 Online Mobile Swipe Pricing Pricing $198 per year for unlimited downloads $96 per reader one time purchase (hardware fee) Handling fee as desired

15 App Installation Detailed instructions will be sent via along with Download and install the OMS app from the Google Play store or itunes

16 How to Download Find Open Icon Search Install the will the App for appear OMS App Store

17 App Login User setup will be done so you have access. Username & password are exactly the same as what you type into the Management Portal

18 App Login Cont. Do teachers/staff and/or trusted parent volunteers need access? Please contact if you need generic accounts

19 Hardware Hardware from Version 1 can be reused When taking payments, the Rambler app can be inserted at any time Be sure to see the device inserted message otherwise it will not be connected

20 Transaction Processing: Adding Items Select your School District and your School (if needed) List of OSP Products will appear Tap the Add button or the dollar sign to insert the price

21 Transaction Processing: Shopping Cart Tap either the Shopping Cart in the top right or Pay message on the bottom right This opens the Shopping Cart. Select Checkout to continue

22 Transaction Processing: Payment Methods On the Payment Processing page, select your Payment Method: Credit Card Cash Check

23 Transaction Processing: Credit Cards For credit card, you can either type in the info or swipe it Need Name, Credit Number, Expiration Date, Zip Code and CVV Click Make Payment when complete

24 Transaction Processing: Customer Signature Customer can sign name Click the Submit button to continue

25 Transaction Processing: Credit Cards Cont. Confirmation and Receipt # will display You can the receipt. Or text message it

26 OSP Product Setup Need to setup/modify any/all OSP Products for use in OMS Notes: Sales Dates should be active (for sale) No Student Id Required is check marked OMS Sales allowed is checked marked OTR Use Only for no online sales Product Image is highly recommended

27 OSP Product Setup

28 Can t Find Your OSP Product in OMS? Is it Active? Is today s date included in it s sale date range? Is it No Student ID Required? If you need Student info like names or IDs, they automatically won t show up in OMS Is it OMS Sales Allowed? Need to turn this on so it s visible in the app

29 Voids vs Refunds: What s the difference? VOIDS The credit card purchase is still pending (aka a hold ) Cancels the transaction as if it never occurs Can only be completed **BEFORE** midnight EDT REFUNDS Returns the money to the original credit card The transaction cannot be canceled Can only be completed **AFTER** midnight EDT

30 Void Option 1: Void Transactions

31 Void Option 2: Today s Transactions

32 Refunds Refunds can only be issued after midnight EDT Refunds are done through the Management Portal by going to Transactions tab Refunds Page Refunds cannot be issued through the app itself

33 Refunds: Refunds Page

34 Refund Rules, Part 1 1. Parents can t issue request a void or refund first Must always ask the bookkeeper first 2. Voids can only be issued same day as purchase. Cutting a check is always allowed via the Refund Page

35 Refund Rules, Part 2 3. Funds will return to the card within 48 hours Can check on status and provide proof or refund reports 4. Only line item amounts are refunded. OSMS can refund the handling fee on a case by case basis 5. Always follow District Policy OSMS will not issue refunds without prior approval

36 Refund Withholding Overview Funds will be withheld from all future positive statement periods until the refund amount is repaid in full If there is still an unpaid amount, OSMS will send an itemized bill at the end of the school year to collect the remainder OSMS never takes funds out of your bank account

37 Example #1 of Refund Withholding March Statement Sales = $100 Refunds = -$50 Actual Bank Deposit = $50

38 Example #2 of Refund Withholding April Statement Sales = $50 Refunds = -$100 May Statement Sales = $100 Refunds = $0 Actual Bank Deposit = $0 $-50 held over Actual Bank Deposit = $50

39 Sales Report All Reports are now compatible with OMS A recommended report to start off with is OMS Sales Report is the Activity Transactions Report 24 hour OMS sales batch summary via is forthcoming Additional OMS reports may become available later one

40 Sales Report, cont. Go to the Reports tab Additional Reports page select report Display button

41 Sales Report, cont. Put into search parameters such as Sales Dates and Specific Product to view Please note that this sales report only captures standard info for OMS such as time stamps and amount. If you need purchasers names, please go to your App. You can also use a Bluetooth printer to print off individual receipts as purchases occur. If you need purchasers names in the OSP sales report, it is possible for an additional fee. If interested, please support@osmsinc.com for further details.

42 Sales Report, cont.

43 Bank Deposit Dates Pay Period #1 Sales = 1/1 to 1/15 Pay Period #2 Sales = 1/16 to 1/31 Actual Bank Deposit = 1/16 Actual Bank Deposit = 2/1

44 Deposits and Statements All OMS sales will be lumped into the OSP deposit and OSP statement Can be found under the Statements tab in the Management Portal

45 Deposits and Statements

46 OMS Deposit Process

47 OMS-SFO Process

48 OMS-SFO Overview 1. You must first setup a Receiptee called OSP Please SFO directly if you need help on this 2. Only 60 Days to Post/Print OSP deposit By 61 days, the deposit will automatically be removed your SFO Account 3. Please contact OSMS if you have any errors when posting your OMS deposit

49 Post Receipt in SFO 1. Go to School Funds Online and login 2. Go to the Receipts Post Electronic Deposit 3. Select Statement ID from drop down 4. Click Post/Print Receipts

50 Print Deposits in SFO 1. After the SFO receipt prints, click on Print Deposit 2. This will generate the Deposit Analysis Preview 3. Select to print to complete deposit posting

51 Frequently Asked Questions You re going to have questions with OMS. That s OK! Here is a list of major Frequently Asked Questions Remember, if you need help, please contact us at the Support Desk for assistance, support@osmsinc.com or x204.

52 FAQ App Not Working Q: App not working? A: Check to see if the app is fully installed. You may need to update to the latest version of the app. This requires an app refresh and a device restart. Go to your Google Play or itunes app store to check to see if there s a latest version of the app

53 FAQ Transactions Help Q: App not capturing CC info? A: Try swiping slower and making sure the magnetic strip is in the right direction

54 FAQ Card Reader Not Working Q: Card Reader/Rambler Not Working A: There are many possible solutions, including:

55 FAQ Card Reader Not Working 1. Make sure it s fully inserted into the USB or headphone jack (The latest Apple products may require the use of a dongle). Successful insertion will show a small pop up window with device inserted No insertion will show a failure message

56 FAQ Card Reader Not Working, cont. 2. Make sure the USB/microphone allows the app access:

57 FAQ Card Reader Not Working, cont. For Android: Simply turn up the volume (no microphone setting) For Apple: Select Settings on main screen of device Privacy Go to Microphone Ensure that Online Mobile Swipe app has Microphone Setting On Slide button to the right so setting will turn green OR Tap button, it will automatically slide right to turn green.

58 Still Need help? us at Phone: x x204 View our free Training Catalog: goo.gl/ece6go Read our Quarterly Newsletters

59