TRIM-P.O.S. Software Corp. FLASHPOINT P.O.S. Software

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1 Setting Up the 2 Setting up the Corporate Gift Card Controller 2 Set Up Ports in Use 2 Executing the Port Runners 4 Adding Corporate Controlled Gift Cards for use at the Store 5 Manually Processing a Card at Corporate 5 Manual add Gift Card 5 Reload (Add $ to Gift Card) 6 Sale (Redeem Gift Card) 6 Add Gratuity 7 Balance 7 Transaction Detail 7 Edit Customer Detail 8 Store Balancing and Reports 8 View Outstanding Balances by Location / All Locations 8 View Outstanding Balances Summary by all Locations 9 Process Outstanding Balances by Location / All Locations 9 View / Print Store Balancing History 9 View Store Balancing and Report Log 10 Validating Gift Cards in Use 10 Viewing the Corporate Gift Card Log 11 Setting up and using Corporate Gift Cards at the store 12 Running the Gift Card Socket Program 12 Using the Gift Card function at the store 12 Selling a Gift Card 12 Re-Loading a Gift Card 13 Redeeming a Gift Card 14 Redeeming a Gift Card with NSF funds to cover the value of the check 16 Adding a gratuity to a Gift Card 16 Checking the Balance of a Gift Card 18 Printing the transaction details for a Gift Card

Setting Up the Before being able to use The Corporate Gift Card system, it must be properly setup. Once properly setup, store will be able to sell, add to or redeem gift cards at any store.

2 Setting Up the Before being able to use The Corporate Gift Card system, it must be properly setup. Once properly setup, store will be able to sell, add to or redeem gift cards at any store. All gift card data is held at corporate allowing cards to be used at any store at any time. Setting up the Corporate Gift Card Controller The Corporate Controller stores gift card data for all stores. To setup Corporate for use with Gift Cards, complete the following steps: Select Gift Card Setup from the following section of the Corporate Controller. Once selected the following screen will be displayed 1) Setup the ports that will be in use by the gift card controller(s) (see the Set Up Ports in Use section): 2) Execute the Gift Card Port Runners (see the running the Port Runner(s)section) 3) Setup the Gift Card system at the locations (See the setting up locations section) Set Up Ports in Use Under the Set up Ports in use section the following is displayed, allowing you to setup the incoming ports that will be used for the Gift Card port runners. Once a request is made on an incoming port, the router will automatically send the request to the appropriate Port Runner

To add a new Port simply select the add button to display the following: Every port runner must be named differently and have a port number assigned.

3 To add a new Port simply select the add button to display the following: Every port runner must be named differently and have a port number assigned. Choose a port number that is registered for general use. Registered ports range from 1024 to If you do not have a registered port to use, review the list of assigned registered ports and choose a port in the range 5001 to that is not in use. Ports 1024 to 5000 are also registered, however operating systems use ports in this range for client programs. Consider registering a port you choose to use. Choose a port number that does not contain patterns or have a known meaning. That is, avoid port numbers that more likely to be used by others because they are easier to remember. Do not use ports 1 to These ports are reserved for use by the Internet Assigned Numbers Authority (IANA). Avoid using ports through These are dynamic ports that operating systems use randomly. If you choose one of these ports, you risk a potential port conflict. The following ports must also not be used as they are used internally by Flashpoint: 25, 80, 1101, 2003, 5503, , , 8901, 8902, , The port on the router must also be assigned to the appropriate computer. You may have as many Main and backup ports as you wish (to set a port as a backup, simply select the Executes on Backup Port option). The Main Port runner and Backup port runners should be on different internet providers which will allow the system to continue if one provider fails. The location(s) will look for the main port, and if a failure occurs accessing the port, will automatically search for the backup port until it is able to connect to one of them. In order for - 3 -

$The location server path is the path to the server at the location. Except in special circumstances, the path should always be \\flashpoint1\trim-pos.$

4 the stores to connect properly, both the main port as well as the backup port must be set. You may run as many Port Runners on one machine as you wish. The location server path is the path to the server at the location. Except in special circumstances, the path should always be \\flashpoint1\trim-pos. If set incorrectly the store(s) will no longer import changes. Executing the Port Runners To execute the port runners on the corporate machine, run the corporate controller and select Process Main Port Server (if this station is to run the main port server) or Process Backup Port Server (if running the backup port server). Once the Port server is run, the following screen will be displayed: this screen will display a list of all the locations including the last time that each store connected

Adding Corporate Controlled Gift Cards for use at the Store If you are using pre-set gift cards (cards that have pre-set values) you must use this function to add the card numbers and values before

If you are using open gift cards (cards that have no value until sold at the store, you must use the Validate Gift Cards in Use function) By pre-entering the cards, you are ensured to never have two

5 Adding Corporate Controlled Gift Cards for use at the Store If you are using pre-set gift cards (cards that have pre-set values) you must use this function to add the card numbers and values before being able to sell them. If you are using open gift cards (cards that have no value until sold at the store, you must use the Validate Gift Cards in Use function) By pre-entering the cards, you are ensured to never have two cards with the same numbers in the system Once you select the Add Corporate Controlled Gift Cards button the following screen will appear: Select the Swipe Starting Card Id#, swipe the first card being added to the system then select Swipe ending Gift Card # and swipe the last card being added (cards must be in sequential order). Enter the value for the gift cards and select the Add Cards Now button. The cards may now be shipped to the stores ready for use. Manually Processing a Card at Corporate If a store s Internet connection fails and cannot to the main or the backup port server (when using the Gift Card function), you can manually process a customer s card using this. Using this function also allows you to reload a card, redeem a card, check account balances, view transaction details and edit customer information. To complete any of the above, select the Manual Process Card button to display the following screen. Note: You should have the store on the phone when completing any of the following. Manual add Gift Card The Manual add Gift Card button is used when a store is trying to sell a new gift card when the Internet fails. Once selected the system will display the following screen: - 5 -

6 Enter the gift card #, the $ amount being added to the card, the store number and the employee s name that served the customer. When complete, select the process button and the system will add the gift card. Reload (Add $ to Gift Card) The reload button is used when a customer wishes to add to a new or pre-purchased gift card. Once selected the system will display the following screen: Enter the gift card #, the $ amount being added to the card, the store number and the employee s name that served the customer. When complete, select the process button and the system will add the value to the card. Sale (Redeem Gift Card) The redeem button is used when a customers is trying to redeem a gift card when the Internet connection fails. Once selected the following screen is displayed: - 6 -

Add Gratuity If after closing a check to a gift card, the customer wishes to add a gratuity to the card, and the store cannot connect to corporate, use this function to take the gratuity off the

7 Enter the customer s card #, the dollar amount being redeemed, the store number and the employee s name that served the customer. When complete, select the process button and the system will check to see if the customer has enough money left on the card for the redemption and if so remove the money from the customer s card. Add Gratuity If after closing a check to a gift card, the customer wishes to add a gratuity to the card, and the store cannot connect to corporate, use this function to take the gratuity off the customer s card. Once selected the following screen will be displayed. Enter the customer s card #, the dollar amount for the gratuity, the store number and the employee s name that served the customer. When complete, select the process button and the system will check to see if the customer has enough money left on the card for the gratuity and if so remove the money from the customer s card. Balance If a customer wants to find out the account balance of their gift card, select this option. Once selected the following screen will be displayed: Enter the customer s card number and select the Process button. The system will check the account balance for the card and display it on the screen. Transaction Detail The transaction detail report displays a report showing all the transactions made on the gift card. This is used when there is a discrepancy between what the customer thinks is left on the card and what is actually left on the card. Once selected, the report will be displayed on the screen

Once selected, and the card# is entered the following screen will be displayed: Change the appropriate information and select the Finished button to complete the process.

8 Edit Customer Detail If you require changing customer information, select this option. The customer information is used when a customer loses their gift card, by storing the customers personal information, you can verify a customer before deleting a lost card and re-issuing it. Once selected, and the card# is entered the following screen will be displayed: Change the appropriate information and select the Finished button to complete the process. Store Balancing and Reports By using the corporate gift card feature, it allows customers to purchase and redeem gift cards at any store. To balance out which stores owe (from sales), and which you owe (from redemptions), you can use this feature. View Outstanding Balances by Location / All Locations The Outstanding Balances report displays all of the credits (sales) and debits (redemptions) from the gift card function since the last time the totals were processed. The following is an example of the report: - 8 -

View Outstanding Balances Summary by all Locations The outstanding balances summary report displays the same information, as the above report except does not give detailed totals for every

9 View Outstanding Balances Summary by all Locations The outstanding balances summary report displays the same information, as the above report except does not give detailed totals for every transaction. Process Outstanding Balances by Location / All Locations When you wish to clear out all of the stores gift card balances, select this option. Once selected all debit and credit totals will be cleared up to the date displayed in the Include Up To date at the top of the screen. You must create invoices for the location using your bookkeeping software prior to clearing out the totals (you can view the balancing history using the function below, after the balances have been processed). View / Print Store Balancing History The store balancing history report displays all of the balancing information from the Process Outstanding Balances function. From this report you can view the balancing totals for each location along with detailed information. Once selected the following report will be displayed: - 9 -

10 The report displays the location # along with the total credits and debits for the location from the last time the balances were processed. If you would like to print a detailed report, select the Print Selected Location Report, highlight the location to print the report for then select the Detail Selected Location Report (if you do not select the print option the report will be displayed to the screen. By using the Back One Set and Forward One Set button, you can view different reports based on the time that you processed the balances (every time you process account balances they are stored in a separate Set ). View Store Balancing and Report Log The store balancing and report log is a quick report that shows a log of every time balances have been processed, and reports have been run along with the employee that run the report and the date the report was run. Validating Gift Cards in Use If you are using open gift cards (cards that have no value until sold at the store) you must use this function to add the card numbers. If you are using pre-set gift cards (cards that have preset value, you must use the Add Corporate Controlled Gift Cards function) By preentering the cards, you are ensured to never have two cards with the same numbers in the system. Once you select the Validate Gift Cards button the following screen will appear:

11 You can quickly find out the card numbers that are currently in use by looking at the top of the screen. This information is important when ordering new cards (you will need the last card number for a starting point on new cards). Select the Swipe Starting Card Id#, swipe the first card being added to the system then select Swipe ending Gift Card # and swipe the last card being added (cards must be in sequential order). Enter the value for the gift cards and select the Add Cards Now button. The cards may now be shipped to the stores ready for use. Viewing the Corporate Gift Card Log Any time an employee uses the corporate gift card function, activities are sent to a log file. This report allows you to view / print the log file

Setting up and using Corporate Gift Cards at the store Running the Gift Card Socket Program The Gift Card Socket program connects to the corporate port runner(s) to check balances of accounts and

12 Setting up and using Corporate Gift Cards at the store Running the Gift Card Socket Program The Gift Card Socket program connects to the corporate port runner(s) to check balances of accounts and update the gift card accounts at Corporate. To setup the IP and Port for connecting to Corporate complete the following setups. Select system setup - > Corporate Gift Cards to display the following screen: Enter the IP address where the Main Port runner is located (see your system administrator to obtain this information). This is the dedicated IP address given to you by your Internet provider. The Main Port number is the port to which the location will be accessing to update the card information at corporate, this port number should be the same as the one setup under the setup Ports section of the Setup for Corporate Controller. Once the Main IP and Port number is setup, you must then setup the Backup IP and Port. Using the Gift Card function at the store Selling a Gift Card When a customer wishes to purchase a gift card, follow these steps: If the gift card has a pre-defined value, simply select the appropriate button off of the order entry screen and close the check. If purchasing an open gift card (cards that have no value until sold). Enter your server ID and select the Corporate Gift Card option. The following screen will appear:

13 Select the Issue Gift Card option and swipe the gift card being sold (depending on setups you may have to swipe the card twice to validate). The following screen will be displayed: Enter the customer s information (the customer information is used to re-issue lost gift cards, this may not be required), and the dollar value to add to the card. When complete select the Issue button and the system will update the card information at Corporate and add the value of the card to the customers check. If for some reason the station cannot connect to corporate to update the information, the system will inform you and ask you if you wish to process the card offline. If this happens, you will need to contact corporate to have them manually update the card, and when informed by corporate, select Yes (you must have access to process offline cards under server setups). Re-Loading a Gift Card When a customer wishes to add to a previously purchase gift card, follow these steps: Enter your server ID and select the Corporate Gift Card option. The following screen will appear:

14 Select the Reload (Add to Gift Card) option and swipe the gift card being added to (depending on setups you may have to swipe the card twice to validate). The following screen will be displayed: Enter the dollar value to add to the card. When complete select the Enter button and the system will update the card information at Corporate and add the value of the card to the customers check. If for some reason the station cannot connect to corporate to update the information, the system will inform you and ask you if you wish to process the card offline. If this happens, you will need to contact corporate to have them manually update the card, and when informed by corporate, select Yes (you must have access to process offline cards under server setups). Redeeming a Gift Card When a customer wishes to redeem a previously purchase gift card, follow these steps:

15 After the customer has finished ordering, select the Corporate Gift Card option. The following screen will appear: Select the Sale (Redeem) option and swipe the gift card being redeemed (depending on setups you may have to swipe the card twice to validate). The following screen will be displayed: Enter the dollar value to add to the card (the system will default with the amount on the current check). When complete select the Enter button and the system will validate corporate that there is enough on the card to complete the transaction and if so, update the card information at Corporate and subtract the value off of customers check. If there are not enough funds on the card to cover the total, the system will inform you. If this happens you can use the NSF Sale button to redeem the remainder of the card off the check

16 If for some reason the station cannot connect to corporate to update the information, the system will inform you and ask you if you wish to process the card offline. If this happens, you will need to contact corporate to have them manually update the card, and when informed by corporate, select Yes (you must have access to process offline cards under server setups). Redeeming a Gift Card with NSF funds to cover the value of the check If after trying to redeem a gift card, the system informs you that there are insufficient funds to cover the value of the check, you can run this function to redeem the remainder of the gift card and deduct the total from the check. After the customer has finished ordering, select the Corporate Gift Card option. The following screen will appear: Select the NSF Sale (Redeem) option and swipe the gift card being redeemed (depending on setups you may have to swipe the card twice to validate). The system will then deduct the remainder of the gift card from the customers check. Complete the transaction by closing the check. If for some reason the station cannot connect to corporate to update the information, the system will inform you. If this happens, you will need to contact corporate to have them manually update the card, you must then use the Redeem button and change the value of the redeemed amount to the amount left on the card (Corporate will inform you of the value of the card). You must have access to process offline cards under server setups. Adding a gratuity to a Gift Card If after the customers check is closed, the customer wished to deduct the employees gratuity from his/her gift card, follow these steps: Enter your employee ID and select the Corporate Gift Card option. The following screen will appear:

17 Select the Add Gratuity option and swipe the customers gift card (depending on setups you may have to swipe the card twice to validate). The following screen will be displayed: Enter the dollar value of the gratuity and select the Enter button. The system will validate with corporate that there is enough on the card to complete the transaction and if so, update the card information at Corporate and subtract the value off of employee s total. If there are not enough funds on the card to cover the total, the system will inform you. If for some reason the station cannot connect to corporate to update the information, the system will inform you and ask you if you wish to process the card offline. If this happens, you will need to contact corporate to have them manually update the card, and when informed by corporate, select Yes (you must have access to process offline cards under server setups)

18 Checking the Balance of a Gift Card If a customer wishes to check the balance of their gift card, follow these steps: Enter your employee ID and select the Corporate Gift Card option. The following screen will appear: Select the Balance option and swipe the customers gift card (depending on setups you may have to swipe the card twice to validate). Once complete the system will contact corporate to check the balance of the card and display it on the screen. If for some reason the station cannot connect to corporate, the system will inform you. If this happens, you will need to contact corporate to check the balance of the card. Printing the transaction details for a Gift Card This is used when there is a discrepancy between what the customer thinks is left on the card and what is actually left on the card. Once selected, the report will be displayed on the screen. If a customer wishes to check the transactions of their gift card, follow these steps: Enter your employee ID and select the Corporate Gift Card option. The following screen will appear:

19 Select the Transaction Detail option and swipe the customers gift card (depending on setups you may have to swipe the card twice to validate). Once complete the system will contact corporate to check the transactions made on the card and print them to the local check printer

2013 TRIM-P.O.S. Software Corp. (519) Flashpoint POS Software

2013 TRIM-P.O.S. Software Corp. (519) Flashpoint POS Software CORPORATE OPERATIONS...3 SETTING UP THE CORPORATE CONTROLLER...4 CORPORATE ENCRYPTION...4 SETUP REGIONS AND LOCATIONS...5 Setup Locations...5 Setup Regions...7 Web Management...8 CORPORATE EMPLOYEE SETUP...9