VidaPay Training Manual

Transcription

1 VidaPay Training Manual

2 Logging In Enter your Account ID Username Password and click Sign In. 1

3 Changing Password Select the My Account dropdown. Select User Manager. TCTEST Active TcTester Manager John Doe Demo1 Inactive Active John123 Demo5 Clerk Manager Select a Web User to continue. 2

4 Changing Password Enter a new password. Click Submit. 3

5 Express Checkout: Wireless & Long Distance Select the Wireless or Long Distance icon. Select a carrier. In the dropdown, select a plan. *Notice some plans are PINS, others are RTR or Topups. Selecting an RTR or Topup will cause additional fields to appear. Once you have filled out the additional fields, then click EXPRESS CHECKOUT. *To enhance the product image, click on it and it will become larger. 4

6 Express Checkout: Wireless & Long Distance To navigate between the Customer and Merchant Receipt, click on the tabs PRINT or Print Terminal 5

7 Wireless & Long Distance Add-to-Cart Select the Wireless or Long Distance icon. Click on the LOGO OF THE CARRIER to go to the advanced checkout where you will be able to add multiple items to your cart. Some carriers have multiple categories of products. These PIN and RTR tabs allow you to toggle between the products in each group. 6

8 Wireless & Long Distance Add-to-Cart Example: PIN product Select a product and fill out the fields that are presented. Ex: QTY Then, you may either Add to Cart or Express Checkout. Example: RTR product For a closed-range RTR with a set value, you will have to enter a phone number. For an openrange RTR product, you will have to enter a phone number and a dollar amount in the given range. Then, you may either Add to Cart or Express Checkout. 7

9 Wireless & Long Distance Add-to-Cart If you decided to add to cart, the cart will automatically drop down showing that there is now an item in it. Clicking this arrow will hide the cart. You may click on the x to get rid of an item one-by-one from your cart. You may add multiples of the same product by increasing the number in the quantity field. Checkout will take you to the receipt page and checkout all of the items in your cart. Clear Cart will get rid of all of the items in the cart at once. 8

10 Activation Select the Activation icon. To select a carrier, click on the Activation button over top of it. 9

11 Activation You will now be redirected to the carrier s portal which you chose. Click anywhere on the row that corresponds to the product that you are looking for to open it. To select the product, click Next. 10

12 Activation Before you can Activate Now, you have to enter the Device Info. For SIM Number, you must click: Please click here for SIM validation to validate the SIM. Examples of possible error messages for incorrectly entered SIM numbers. To try again, click on Re-enter SIM or x out of the error message and try again. 11

13 Activation If the SIM number is valid, underneath will say Valid SIM and the other fields will show. Fill out the required fields and click Activate Now to activate. You may also Port-in an existing number. By checking the box next to port-in, the fields will show. 12

14 Activation FAILED SUCCESSFUL Simple $25 Unlimited $25.00 $25.00 PENDING Click Refresh button to refresh status Test Test Last Simple $25 Unlimited $25.00 $25.00 PRINT or Print Terminal 13

15 Recent Transactions To view your recent transactions, click Recent Transactions. ACTIVATIONS PURCHASES You have the ability to void any purchase. A void option will appear upon scroll-over. RETURNS 14

16 Creating New User Select the My Account dropdown. Select User Manager. TCTEST Active TcTester Manager John Doe Inactive John123 Clerk Demo1 Active Demo5 Manager Click ADD NEW. 15

17 Creating New User Select either a Web User or a POS. Fill out all of the required fields and click SUBMIT. 16

18 Edit Billing Profile Select the My Account dropdown. Select Edit Billing Profile. Select an existing credit card to edit or Add New. Click Submit to submit changes. 17

19 Refill My Account Select the My Account dropdown. Select Refill My Account. Select an amount that you want to deposit. * You Cannot deposit an amount if you do not have an active credit card on file. You will have to return to Edit Billing Profile to add or edit a credit card. Each Reload amount will have a corresponding fee. 18

20 My Rates Select My Rates. Use the tabs to view your rates for various categories. 19