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Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 1

AlbertPC-EFTPOS Integrated User Guide.

Version 6.0September 2016

2 | Commonwealth Bank Albert PC-EFTPOS Integrated User Guide


Introducing Albert PC-EFTPOS Integrated 4

1. Getting Started 5

What is Albert PC-EFTPOS Integrated? 5

Getting to know the hardware 5

Configuration Options 7

2. Working with Albert PC-EFTPOS Integrated 8

Power ON/OFF 8

Charging Albert 8

Recognising Albert’s alerts 9

Status Bar 9

Changing passwords 11

Setting up Communications and POS 11

3. Payments on Albert PC-EFTPOS Integrated 12

Purchases – Swipe and EMV with PIN/Signature 12

Purchases – Contactless (total purchases amount less than $100) 12

Purchases – Contactless (total purchases amount above $100) 12

Purchases – Low Value Payment (LVP) 13

Purchases with Cashout 13

Cashout 13

Purchases – Manual Entry (Damaged Card) 14

MOTO (Mail Order/Telephone Order) 15

Refund 15

Cancelling Refunds 16

How to obtain a duplicate receipt 16

Setting the manager refund limit 16

Settlement – Manual Settlement 16

Pre-Settlement/Cumulative Totals 16

Shift Totals Report 16

TMS logon: 16

4. PIN Entry on Albert PC-EFTPOS Integrated 17

5. Accessibility 18

Accessible Mode 18

How to use Accessibility Mode 18

6. Caring for Albert PC-EFTPOS Integrated 19

Caring for your device 19

Need help? 19

Contents


Introducing Albert PC-EFTPOS Integrated.Meet Albert PC-EFTPOS Integrated, the portable and secure integrated payment solution for your business.

1 SimpleAlbert is easy to set up and use for all your customer payments.

2 PortableWith WiFi, USB & Ethernet connectivity options, you can use Albert in a way that suits you.

3 PersonalCustomise Albert to suit your business, and keep your data safe with password protection.

4AccessibleAlbert allows people who are blind or have low vision to complete secure PIN payments.

We’re here to helpIf you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week.


1. Getting StartedWe’ve designed Albert to be easy to navigate and use.

What is Albert PC-EFTPOS Integrated?Albert PC-EFTPOS is a Point of Sale (POS) based solution that uses middleware (PC-EFTPOS) to process and pass transactional messages between the device and point of sale. It gives merchants the ability to have a simple integrated solution comparable to CommBank’s IPP350 product.

Features:• Connects POS Software to the Payment app on the Albert Terminal• Data, status and instructions driven by the POS• Operates terminal using the POS Register rather than the Albert Terminal keypad

Benefits:• Accepts card payments quicker and easier• Reduce errors, no re-keying of transaction amount data• Connects to one printer with a single customer receipt• Automatic reconciliation between Terminal payments and POS data• Increased control and oversight (e.g. refunds, MOTO, discounts)

Getting to know the hardware

Rear view Merchant Feedback light

Printer door Receipt perforator

Power button

Merchant Context Menu button


Side view

Printer door

release

Cover for micro USB and power outlets

Card reader Albert comes with three card readers for different customer payment options. Follow the prompts when using the Payment app.• For swipe: Use the magnetic strip card reader at the top of the device.• For tap: Use the contactless NFC card reader at the top of the screen.• For insert: Use the chip card reader at the bottom of the device.

For swipe card

App bank Settings Payment Split Bill

Cash Counter Daily IQ Open Tab Community Giver

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For tap card

For card insert

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Configuration Options

Albert PC-EFTPOS Integrated comes in both Pole Mounted and Portable options.

1. Albert PC-EFTPOS with Pole Mount

• Uses POS as the primary communication

• Connection to POS via USB or Ethernet

• No printer, cable connection via 3-in-1 cable, pole mount included

2. Albert PC-EFTPOS Portable

• Uses POS as the primary communication

• Connection to POS via WiFi, connects to CommBank for authentication via WiFi

• In-built printer, pole mount optional

Flat back Albert

This includes:


2. Working with Albert PC-EFTPOS Integrated

Power ON/OFF

• To Power On, press and hold the Power button until a light turns on in the yellow corner.

• To Power Off, press and hold the Power button until the Power off pop-up appears and select Ok.

• To Reboot, press and hold both the Power button and Menu button for 3-5 seconds until the screen goes black.

• To Force Shutdown, press and hold the power button for 8-10 seconds until the screen goes black.

Power light Power button

Charging Albert

Switch on Press and hold the Power button to switch on Albert.

Power light Power button

Wake up If Albert is switched on but the screen is blank, press the Power button once.

Switch off Press and hold the Power button until the prompt appears.


Charge Albert with a dock

1. Connect the charging cable to the dock.

2. Place Albert on the dock.

Charge Albert without a dock

1. Remove the power outlet cover on the left side of the device.

2. Connect the charging cable to the power outlet.

Recognising Albert’s alerts

Merchant Feedback light

The LED Merchant Feedback light changes colour and flashes to indicate warnings, errors, processing and successes.

Sound Albert has multiple sounds for warnings, errors and successes.

On-screen messages

Albert uses on-screen messaging to let you know what you need to do next.

STATE LIGHT SOUND MESSAGE

Success Green Sound Message

Processing/Standby White None None

Warning/Error Red Sound Message

Merchant Context Menu

Access all the different app functions here, or move between apps and the home screen.• To open, press the Merchant

Context Menu button on the back right corner of the device, or swipe down the screen using two fingers.

• To hide, press the Merchant Context Menu button or swipe up the screen.


Status Bar Shows connection method for Albert PC-EFTPOS Integrated to POS.

Example 1: 3G, POS online connected via USB

Example 2: WiFi, POS offline connected via USB

Status bar icons and what they mean

Icon ConnectionPOS online

POS connected

POS offline

POS not connected

Ethernet

WiFi

USB

3G (reception and provider)

Navigating • Between home and apps: Tap an icon to open an app from the Albert home screen. To leave the app, tap Home in the Merchant Context Menu.

• Within apps: All apps have their own navigation buttons. To find out how to navigate within a CommBank app, see the relevant user guide.

• Navigation buttons: On pages where the Navigation Bar appears, tap the Back or Home buttons to move around.

Back Button

Home Button

Navigation bar


Changing passwords

1. Two-finger swipe down or press the Merchant Home button to bring up the Merchant Context Menu.

2. Press Home.3. Go into the Settings application.4. Select Options under Albert.5. Enter the Manager password.6. Select Change Passwords.7. Option to change Manager and/or Operator password.8. Enter current and new passwords and press ‘OK’.

Setting up Communications and POS

Refer to Albert PC-EFTPOS Installer Guide:• Connecting to Ethernet, WiFi, 3G• USB Driver Installation• Connecting to POS using: USB, WiFi, Client• Common Terminal Error Messages


3. Payments on Albert PC-EFTPOS Integrated

Purchases – Swipe and EuroPay MasterCard Visa (EMV) with PIN/Signature

1. Initiate purchase transaction on POS.2. If transaction has tipping flag on, and

on-screen tipping is enabled, customer can enter tip either using Percent Tip (percentage slider) or Manual Tip (manual digit input) on terminal.

3. Swipe or insert the card.4. Select the account type ‘Cheque’,

’Savings’ or ‘Credit’.5. Enter PIN and press ‘OK’ or press ‘sign’ if

this is allowed by the card.6. Wait for processing to be completed.7. Remove card when prompted by terminal

if card was inserted.8. Verify signature on printed signature

receipt if the transaction required a signature. Press [Yes] to approve or [No] to decline on POS.

9. Transaction is approved.

Note: Merchant receipt is printed for signature transactions. For POS/External printer, customer receipt is always printed.

Purchases – Contactless (total purchases amount less than $100)

1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/Signature”.2. Tap card on contactless reader, indicated by the ‘tap’ icon.3. Green contactless indicators will light up sequentially if card has been

read successfully and is being authenticated.4. Transaction is approved.

Purchases – Contactless (total purchases amount above $100)

1. Steps 1-3 as per “Purchases – Contactless (total purchases amount less than $100).

2. Enter PIN and press ‘ok’.3. Transaction is approved.


Purchases – Low Value Payment (LVP)

If transaction qualifies as LVP and the card determines that PIN entry is not required, PIN entry is bypassed if it is a credit account.1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/Signature”.2. Swipe or insert the card.3. Select the account type ‘Cheque’, ’Savings’ or ‘Credit’.4. If card was tapped, account type will default to credit with no account

selection screen.5. Wait for transaction to be processed.

Purchases with Cashout

1. Purchase and cashout amounts are entered.

2. If transaction has tipping flag on, and on-screen tipping is enabled, customer can enter tip either using Percent Tip (percentage slider) or Manual Tip (manual digit input) on terminal.

3. In the tip entry screen, the cashout line is not shown.

4. Cardholder presses ‘OK’ after entering tip and card presentation screen will show all Purchase, Cashout and Tip lines.

5. Swipe or insert the card.6. Select the account type

‘Cheque’ or ‘Savings’.7. Enter PIN and press ‘OK’. 8. Transaction is approved.

Note: You cannot use cashout with Tap to Pay, MOTO (Card not present) or manual payment methods.Initiate purchase transaction with cashout on POS.

Cashout To add an existing email account, tap the input field to enter the email address and password. Tap OK.

Cashout screen


Purchases – Manual Entry (Damaged Card)

1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/Signature”.

2. Merchant presses the Merchant Context Menu button to access the manual entry screen.

3. Merchant selects ‘Manual Entry’.4. Enter the credit card number on the touch pad.5. Merchant can either move to the next fields (‘Expiry Date’

then ‘CCV’) by pressing ‘next’ or tapping the field.6. Once all mandatory fields are entered, press ‘OK’.7. Transaction defaults to credit and cardholder presses ‘OK’.8. Wait for transaction to be processed.9. Verify signature on printed signature receipt. Press [Yes]

to approve or [No] to decline on POS.10. Transaction is approved, merchant receipt and customer

copy of receipt is printed.

MOTO button

Manual Entry button

Manual or MOTO entry screen


MOTO (Mail Order/Telephone Order)

Note: MOTO is only available on request by contacting our Merchant Helpdesk on 1800 230 177.

1. Initiate purchase transaction on POS.2. Merchant presses the Merchant Context Menu button to

access the MOTO entry screen.3. Merchant selects ‘MOTO’.4. Enter the credit card number on the touch pad.5. Merchant can either move to the next fields (‘Expiry

Date’ then ‘CCV’) by pressing ‘next’ or tapping the field.6. Once all mandatory fields are entered, press ‘OK’.7. Transaction defaults to credit and cardholder

presses ‘OK’.8. Wait for transaction to be processed.9. Verify signature on printed signature receipt. Press [Yes]

to approve or [No] to decline on POS.10. Transaction is approved, merchant receipt and customer

copy of receipt is printed.MOTO button

Manual Entry button

Refund

11. Initiate refund transaction on POS.12. If prompted by the terminal, enter the manager password or operator password and press ‘OK’.13. Swipe, insert or tap the card.14. Remainder of the refund transaction flow is the same as ‘Purchases – Swipe and EMV with

PIN/Signature’ transaction flow.

If no PIN, select sign Enter PIN, sign button will change to OK


Cancelling RefundsHow to obtain a duplicate receipt

Request actioned from the POS and shows the last completed transaction with the option to print it.

Setting the manager refund limit

1. Two-finger swipe down or press the Merchant Home button to bring up the Merchant Context Menu.

2. Press Home.3. Go into the Settings application.4. Select Options under Payment, then select Refund Limit.5. Enter the Manager Limit.

Settlement – Manual Settlement

1. Initiate Settlement on the POS.2. Wait for processing to be completed.3. Settlement report is printed.

Pre-Settlement/Cumulative Totals

1. Initiate pre-settlement on the POS.2. Wait for processing to be completed.3. Pre-settlement report is printed.

Shift Totals Report

1. Initiate Shift Totals request on the POS.2. Wait for processing to be completed.3. Shift Totals report is printed.

Terminal Management System (TMS) logon:

1. Two-finger swipe down or press Merchant Home button to access the Merchant Context Menu.

2. Home.3. Settings application.4. Select ‘For Bank Use’ under Payment.5. Enter Technician password.6. Select ‘Connection’.7. Select ‘Synchronisation’.8. Options to do ‘Bank Logon’, ‘TMS Logon’ or ‘RSA Logon’.


4. PIN Entry on Albert PC-EFTPOS Integrated

Merchants who have a PC-EFTPOS Integrated Albert terminal are required to position the terminal:• The terminal screen faces the cardholder, allowing the cardholder to enter their PIN

when prompted.• The terminal screen does not face other customers waiting in line, and other customers

cannot observe PIN entry.A visual representation is given to illustrate this below.The pole mount should be attached to the counter with double-sided adhesive tape so that it can’t be forcibly moved. The pole mount also needs to be positioned so that its 210° movement allows the customer adequate privacy.In addition to this, training must be provided by the merchant to all staff instructing them of this requirement.This is a binding requirement of a PC-EFTPOS Integrated Albert terminal.

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Enter

Cash register

Optical scanner

Albert is specifically angled in the direction away from the other customers in the line.

Customer entering PIN is directly facing other customers in the line

– hence obscuring PIN pad.

Electronic payment

Cashier

CBA4164 170615

Note: The above diagram assumes that there are no security cameras positioned above the Albert device in the store.


5. Accessibility Albert PC-EFTPOS Integrated has the capability to be accessible to the 350,000 Australians who are blind or have low vision through the use of text to speech technology.Albert Accessible mode provides a way for people who are blind or have low vision to complete PIN entry within the Albert Payment app.

Accessible Mode

Accessible Mode

Albert has been designed to be easy to navigate and use. We also want to make the payment process easy for people who are blind or have low vision.

How to use Accessibility Mode

1. Enter Accessible Mode from the Merchant Context Menu.

2. Press to turn ON Accessible Mode.

3. Press return button to Payment app, initiate transaction from POS. Then standard card prompt screen will be shown.

4. Text to speech will prompt the customer to insert, swipe or tap their card.

5. Voice prompts will instruct the customer to enter their PIN, based on instructions below. An asterisk will display in the box for each successfully entered digit.

• Entering a PIN.• Confirming PIN.• Confirmation – Upon confirmation

the voice prompt will read out:• Approved – Total amount,

account type. � Declined – Transaction

declined. � Cancelling Purchase – Long

press with 3 fingers to cancel and return to previous screen.


6. Caring for Albert PC-EFTPOS Integrated

It’s easy to look after Albert, and keep it in good condition.

Caring for your device

Do • Regularly use the cloth provided to clean Albert’s case, screen and camera.

• Keep Albert safe to avoid theft.• If any liquid spills on Albert, clean it immediately with a dry cloth.

Don’t • Never attempt to open Albert yourself.• Keep Albert out of extreme temperatures. Avoid areas below -5 degrees

Celsius or above 45 degrees Celsius.• Never allow Albert to get wet.• Dropping Albert could damage the screen or hardware. If this happens,

and any solution leaks out of Albert, do not touch it.

Help with Albert 1800 230 177Commonwealth Bank Business Service Centre24 hours a day, 7 days a week

Need help?We’re here to assist — whenever you need us.

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