It is recommended to add the BI Transaction Type to the keyboard layout or to the Screen buttons or you can manually type in the BI command in the Transaction Type field in the register.

In the Example below I have added the ‘Balance Inquiry’ button to the screen.

Select the ‘Balance Inquiry’ button, Select the ‘Gift Card’ option as a tender and then enter the gift card number or scan/swipe the card as per your normal options.

To add a Balance Inquiry option to check the available balance on a Gift Card.

Create a Transaction Type of BI, enter the description of BALANCE INQUIRY and the Category of ‘BI’ with the factor of 1 and Taxable of N.

Next on S2=Screen2 enter in |TOT in the ‘Default SKU/FEE/CLASS field and then save the transaction type.

Logo Setup and Installation for Epson printers

Printer Software install

Image preparation and requirements

Loading Image onto printer

Configuring POS software to print images

Printer Software install

1. Download the Advanced print driver from the Epson site
2. Start the install of the advanced print driver
3. On the first screen select next
4. Accept the terms of the license agreement
5. For the setup type select Standard
6. Click the add printer button
7. Select the correct driver for your printer and the port type (In this example I am using a T88IV on a COM port)

8. Configure the communication settings for your printer
9. After you select next you are taken back to the printer configuration page. Select the next button and continue with the installation.
10. You will be prompted to select next on the next window
11. Once the install is finished select the finish button

Image preparation and requirements

The source image can be either a jpeg or PNG or BMP

I have found that a max image width of 500px works best but the image can be of any size as you can run it through an optimizer.

The instructions below will be for a JPEG but can be applied to most images

1. Save your image to a folder or the desktop
2. In a web browser navigate to http://www.imageoptimizer.net (I use this site but almost any optimizer will work for this)
3. Upload the image to the site
4. Under the optimization options select the following (The Max height will auto adjust during the optimization)
   1. Quality: Minimum file size
   2. Max width: 500
   3. 
5. Select Optimize now
6. The next screen now shows the original width and height and the size on the left and the new width and height and size on the right
7. Select the download to your computer button and it will save your image to your device
8. Move and rename it to something that you will remember.
9. Right click the optimized image and select edit.(Works best if you do this in paint)
10. Select File then save as BMP Picture
11. 
12. Select the location you would like to save it to.
13. Rename it to something that will be easy to find(for example Logo)
14. Select the drop down and select Monochrome Bitmap
15. When prompted select Ok     

Loading Image onto printer

1. Open devices and printers and locate the printer that was installed in the first segment.
2. Right click your printer and select printer properties
3. Select the Utility tab then select the EPSON Flash Logo button

4. On the next window that opens select the Bitmap Selection
5. Select Open File and locate your image
6. In the file manager select okay and then you will be returned to the bitmap selection window
7. Repeat steps 5 and 6 if you have more images to load
8. Select the Logo Upload tab
9. 
10. Leave the settings as they are and select the Device button (The file option will generate a file that can upload the image. This option is very sporadic when uploading the images)
11. It will take a second or two but you will receive a prompt asking if you want to continue select yes
12. The upload process can take a some time and may lock up but it will show the following prompt when it is finished.     
13. Select ok and then toggle the power on the printer off then on.
14. You can then close out of the flash logo setup and continue to the next section.

Configuring POS software to print images
This section works best in a GUI connection

1. Open the TCS GUI and login to POS
2. Navigate to Hardware Configuration Codes (POS-3-2)
3. It is recommended to create a new Configuration ID but you don’t have to

For this example I am creating a copy of GUIE named GUIEI

4. Select your configuration code
5. Select Screen 2 by either typing S2 or selecting the button
6. Click the entry box next to User Font 1…. 21:

For TM 88 the current code that prints the first uploaded image is (
This may change to the proper ESC codes at some point)

HEX1d HEX28 HEX4c HEX06 HEX00 HEX30 HEX45 HEX30 HEX30 HEX01 HEX01

To print the second image use

HEX1d HEX28 HEX4c HEX06 HEX00 HEX30 HEX45 HEX30 HEX31 HEX01 HEX01

For any images following the first two replace the ## in the line below with a number above 31 ( 32- 3^rd image , 33 – 4^th image, 34 – 5^th image)

HEX1d HEX28 HEX4c HEX06 HEX00 HEX30 HEX45 HEX30 HEX##HEX01 HEX01

7. Hit enter a few times until you are back at the Hardware parameters menu
8. Now select Receipt header  POS.3.3
9. Either create a new one or select your existing header(in this example I am using a copy of MAIN named MAIN.IMG
10. Select the last line of the header and hit enter until you get the insert option at the bottom
11. Select insert
12. When prompted type 1 and hit okay

13. You will now have the following view
14. Hit the spacebar 3 times and hit enter
15. When prompted with are you deleting this data select no     
16. You will then be shifted to the font section
17. Here you will enter the font code you set above.
18. Hit enter until you are back and the Hardware Parameters Menu
19. Select option 1 Register Parameters
20. Enter your register number (In this example I am using register 404
21. Change the following options (If you changed your default header and configuration you can skip this step)
    1. Header Link
    2. Configuration Link

21. Once changed hit enter until you are back at the main POS screen
22. If you are making this change on the host or on the smartlane you can now select option 1 Cash Register and run a test transaction.

After running the transaction, you should now have an image on your

receipt. Below is an example

Colleague-POSConnect/AR Split Tender

Setup

Please contact support to setup AR or POSCONNCECT Split Tender options.

Web Customer View

The change that you will see on the web is, as a customer, they will shop as normal. When they select the option to go to the cart the first thing they see will be the cart details and asking if the will pay with Financial Aid.

If they select ‘No I will NOT use Financial Aid’ then they will continue as normal

If they select ‘Yes I’d like to use Financial Aid’ as seen below.

The customer will get presented with their address information to confirm/edit as needed and at the bottom of the screen they will need to enter in their student ID and then click on the ‘Show Shipping Options’.

Now they will select their Shipping option from the list setup by the store.

Enter in any Order Comments that are needed and then click/check the checkout policy box then ‘Proceed To Payment’.

The customer will then need to enter in their credit card information, this will only be used if they order items that are not covered by the amount or type of aid the customer has.

And finally, if the customer will see a message thanking them for their order and then receive an email with the order information confirming that the order has been received.

Store processing of Split Tender

The order will come to the store as a suspended transaction, just like a normal CC transaction. The store personnel will be able to run the pick slip reports (POS.26.10 or 13) and pending order reports the same as they do regular web transactions.

Bring up the suspended transaction the same as other web transactions

Since this will be treated as a POS Connect or FA order, you will get prompted to look up the customer the same as your existing POSCONNECT/FA transaction (POS Connect is used in the example).

The Account ID will be brought in from the transaction where the customer entered it on the web site.

Select the fund source that you wish to use for this transaction

The transaction will load each item and validate the customer has the funds to cover each item that was ordered. If the customer goes over their limit or has purchased something that is not covered by their fund source then a message will display that the SubClass limit has been exceeded or that the limit has been reached. Click on the ‘Yes’ button to add the item to the cart and to proceed, if you select ‘No’ then the item will not be added to the cart.

Once all of the items have been added to the transaction, the transaction will show the Total amount and also the Original fund amount, Available funds and the cash due that will be placed on to the credit card when the transaction is finalized.

After selecting the ‘TOTAL’ button, the transaction will automatically enter the amount of funds to be used by the FA/POS Connect transaction tender, the cashier will just hit the ‘Enter’ key on the keyboard.

The transaction will then apply the financial aid funds to the customers fund source and report if there were any issues. Once the financial aid amount has been successfully applied then any additional amount will be applied to the credit card that was entered on the website.

Setting up – redeeming Coupons, Promos, Vouchers, Gift Cards and Certificates.

This training document will walk you through setting up your Coupon/Promo Code(s) Along with Gift Cards, Vouchers and Certificates for the purpose of online ordering and order fulfillment.

*You can mix and match different Promos, Coupons, Vouchers, Gift Cards and Certificates with any valid webstore Tender.

Coupon & Promo Setup/Configuration

Menu Path POS-22-25-22

• You can add a new Coupon Code by either typing in and Select the “Add” or “Copy” Option. You can also modify any previous coupon. You can also use the standard period “.” for the next numeric sequence number. *If you modify coupons after a Web Order has been placed the modified coupon will not be applied to any suspended transactions only to new Orders.
• You will need to fill-in all of the required fields. For detailed field information input a single question mark for more help.
• Selecting the “Tran/Item/Class” type of discount will determine your choices throughout the setup.
  T=Tran type discounts will apply the discount to the whole order.
  I=Item type discounts will apply the discounts to the “Specific SKUs” you list for the discount.
  C=Class type discounts will use the table defined in the “Beg. Class – End Class”. *note if you are adding groupings of class codes you will need to make sure they are in sequential order, example: 100-200 600-700.
  The CA option behaves the same as C but the discount will apply to all items in the defined class instead of just the first item added to the transaction.
• Choosing either the Mfgr or Store Coupon will make a difference on if the coupon is treated  as a discount or as a tender amount.
  • A Manufacturer coupon will be treated as a TENDER amount and is normally issued by the manufacturer. As such it will decrease the balance due and will report as a tender amount.
  • A store coupon is issued by the store, maybe as a promotion to get people to shop at the store, and will be treated as a normal discount. These items will be treated as taxable, in other words, tax will be charged on the original retail amount before applying the coupon. The discount will be reported as any other discount.
• Min Purchase Amt* – The way this field is applied depends on the coupon type (Tran/Item/Class) you set up.
  • Transaction – The transaction Subtotal amount must meet the minimum, once the subtotal meets the minimum then the coupon will apply the coupon amount.
  • Item – The line item amount must meet the minimum before the discount will be applied. If the item sells for 10.00 and the minimum is 30.00 then the item will not apply unless the quantity is more than 3 to meet the 30.00 minimum. The coupon will only be applied 1 time regardless of how many items meet the minimum.
  • Class – The class must meet the minimum, the coupon will only be applied to the first item of the class. The total is not cumulative.
  • Class All – When the minimum is met by a cumulative of all the classes in the coupon then the discount will be applied to the total amount for the valid classes or the dollar amount will be applied 1 time.

Applying Coupon(s) Promo(s)

During the Checkout process the online user will have the option to enter the Promo/Coupon Code that was setup. Users can add additional Codes using the instructions listed online.

Selecting the “Submit” Button will apply the Codes to the users cart.

Resuming Orders Promo/Coupon

• You will need to print Pick Slips or the email confirmation to see the type of Promo Code that your customer used at checkout.
• To enter a Promo/Coupon code, after selecting TOTAL, you need to select the ‘coupon’ key or int the ‘Modifier or Tender’ field enter CPN and press enter. You will then enter the promo/coupon code in the pop up box.
• Depending on the type of Promo/Coupon Code that was used on the online store will determine where the Code is applied in the transaction. See Gift, Voucher and Card Setup. to see how to check the types of Codes that are being used. example: T=Transaction I=Item C=Class

Adding and Maintaining Vouchers and Gift Certificates.

*See Gift, Voucher and Card Setup.

Redeeming Voucher, Certificates and Cards at Online Checkout.

During checkout the user will have the option to Apply Gift Cards, Certificates and/or Promo Codes.

• When a valid Voucher is entered and applied using the “Submit” button the shopping cart will update and reflect the new total.
• The balance on the voucher will also be shown to the user on their checkout page.

*note that Vouchers, Gift Certificates and Cards follow the same rule as Credit Cards for Bookstore Clients. Funds are not changed until order fulfillment at the register.

Resuming Orders Vouchers, Cards and Certificates

• You will need to print the order Pick Slip or the email confirmation to see the type of Voucher, Gift Certificate or Card that your customer used at checkout.
• To enter a Promo/Coupon code, after selecting TOTAL, you need to select the ‘coupon’ key or int the ‘Modifier or Tender’ field enter CPN and press enter. You will then enter the promo/coupon code in the pop up box.
• You can utilize the TCS standard types of Tender Codes and their rules e.g. Splitting Tenders between the Voucher, Gift Certificate or Card and other valid Tenders for web checkout.

*note you must be running webstore version 3.x.x or greater for these features to be available.

Adopting GM Items

Enter or Modify your adoption TX.1.1,  select the DEPT/CRS/SECT in Adoption Maintenance you wish to add your GM item (s) to.

At the bottom-line prompt select S2=Screen 2.

In the new S2=Screen, if your campus is using a specific CRN number that identifies the DEPT/COURSE/SECT . then you can enter that here, once entered you can enter the Campus Class#, preceded by a semi colon (;) in the Dept, Course or Section fields to look up the section (i.e. ;01234567). *Campus Class is not a required field not all users use this feature. You can navigate past this field by pressing enter or click on the SKU field.

In the SKU field, enter the SKU or you may do the normal GM item lookup to find the item. If you are selecting a Matrix GM item then select the Parent SKU, This way when its displays on the web the customer will see the Color and Size drop down selectors to choose from.

Enter the QTY that the student should purchase for the section and enter R/O to indicate if the item is Required or Optional.

Adding Fee(s) Adoptions

You can add POS Fee Code(s) the same way that you would add a sku in the S2=Screen 2. The fee will then be displayed along with the GM and Textbook information in the Adoption/Course search on your website.

You can also enter in Fee Code(s), this allows you to collect any additional fees that may be required for the course that has been set by the Instructor or Staff. *for details on setting up Fees Codes, reference POS Training

Example web cart

Resume Web Order

Resume Orders that have been placed will look the exact same as other Web Orders. *note you will have to verify the rental item and price when resuming the order. It is best that you have a copy of the order to verify the type or rental and length of rental.
Example Web Order Resume

Searching Suspended Orders.

Purpose of this document is to setup a search box prompt when you are resuming a transaction, for the purpose of eCommerce or Mail Order transaction resuming. The search will allow you to lookup orders without browsing through all of you open orders.
*if you wish to bypass this step you can press enter for the default option to scroll through all of you open or suspended orders.

This setup can replace scrolling through a long list of customer orders to find the desired order.

The search can be performed on suspended transactions on any one of the following items.
Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

prerequisite:
Mail Order Registers or Online Order Registers must be setup on the system you are resuming transactions on.
Applies only to host based registers or back-office connections.

Navigate to Menu Path POS-2-2

• Select POS-2-2 Transaction Types

• Select your Modifier code for resuming a transaction. The default is “RES” for Resume.

• The “Cashier Prompt:” only needs to have information in it. For example the “Confirmation Number” is the example above. Keep in mind that this is a free form field record. You only need to have something in the Cashier Prompt to turn on this feature.

Resuming your orders

• Select the resume feature or transaction type that you have setup. You should notice that you now have a search window that appears.
• Input any portion of the web or suspended transaction.

Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

• In the above example TOTAL is in the customers email address total-computing.com. All customers that meet that criteria will display in the search results with the orders that they have open.
• Select the order that you wish to complete or view.

Added a RE=Rental to the MI screen in TX. This option will only display if there is an associated rental master record. When you view the RE=Rental screen it is passing the “Inquiry” through so you are still in Inquiry mode and will not be able to edit any information in the Rental Master record.

In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ?? button and a new option of O,E has been added that will print any un-printed orders regardless as to weather or not it has an ebook only.

Department Sales

Below is an overview of the Department Sales report.

Path: POS-RP-1-5-2

Purpose: Display the gross to net numbers by department.

Output: Date, Department Codes, Department Sales, Department Returns, Department Discounts, Department Markdowns, Department Net, Merchandise Net, Non-Merchandise Net, Non-allocated Discounts, Total Taxes, Transaction Net.

The summary output combines the sales information for the entire day.

The Detailed version breaks the sales figures out by register.