barclaycard SmartpayTouch A920 Manual
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barclaycard SmartpayTouch A920 Manual

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Built to work as
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Your quick-start guide to
Smartpay Touch

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Summary of Contents for barclaycard SmartpayTouch A920

  • Page 1 Built to work as hard as you do Your quick-start guide to Smartpay Touch...
  • Page 2 Welcome to Smartpay Touch Take control with the innovative and intuitive Smartpay Touch: a simple yet smart, all-in-one point-of-sale solution that helps you to manage your business as well as your payments. This quick-start guide includes everything you need to get going with Smartpay Touch.

  • Page 3: Table Of Contents

    Contents Before you begin Everyday trading What’s in the box? Start the trading day Get to know your Smartpay Touch card reader Adding products using the device Preparing your card reader Adding products via the portal Turning it on for the first time Making a sale Suspending a transaction First steps...

  • Page 4: Before You Begin

    Before you begin What’s in the box? Your Smartpay Touch package should contain: • 1 x Smartpay Touch card reader • 1 x Charging station • 2 x Thermal paper roll • 1 x AC power adapter with USB cable •...

  • Page 5: Get To Know Your Smartpay Touch Card Reader

    Before you begin Get to know your Smartpay Touch card reader With a long battery life, your Smartpay Touch comes with WiFi and 4G as standard – so you can trade and take card payments wherever your business takes you, in-store or on the move. Front view Side view Micro USB charging port...

  • Page 6: Preparing Your Card Reader

    Before you begin Preparing your card reader 1. Charging it up 2. Apply RNIB tactile sticker Smart tip Before you attempt to charge the card reader, open This will help your blind and partially sighted If you need to power off for any the battery cover and remove the plastic strip (if customers.

  • Page 7: Turning It On For The First Time

    Before you begin Turning it on for the first time As soon as the card reader is turned on for the first time, it will kickstart the download and update process. To get started, press and hold the power button for five seconds until the card slot illuminates. The card reader will then launch an installation app.

  • Page 8: Installing Your Point Of Sale Software

    First steps Installing your point of sale software Once your card reader is connected to the internet and you have initiated the download, the point of sale software should automatically install on to the card reader. It may take a little while depending on the speed of your connection, which is why we recommend using WiFi for this step.

  • Page 9: Launching Your Software For The First Time

    First steps Launching your software for the first time Before taking this step, make sure you have a WiFi or mobile data signal (see Turning it on for the first time). To launch your point of sale software, click on the Smartpay Touch app. Please do not use any of the Settings screen completes Login screen other apps unless...

  • Page 10: Getting To Know Your Point Of Sale Display

    First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 11 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 12 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 13 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 14 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 15 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 16 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 17 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 18 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 19 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 20 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...
  • Page 21 First steps Getting to know your point of sale display Click on the options below to explore how to navigate the key buttons and features within your Smartpay Touch device. Side menu button Top bar Display window Tabs Journal (basket) Function keys Summary dialogue Tender functions...

  • Page 22: Accessing The Online Portal For The First Time

    You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 23 You can find the portal here: summary page. You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way Merchant Portal Select the store and date range...
  • Page 24 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 25 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 26 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 27 You can find the portal here: summary page. You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way Report Data based on Export report The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 28 You can find the portal here: summary page. You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way Illustrative view of Export...
  • Page 29 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 30 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 31 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 32 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 33 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.
  • Page 34 You’ll notice a selection of tabs in the top left- https://smartpaytouch.uk.barclaycard hand corner under the Barclaycard logo to help you find your way The portal is best viewed from a Chrome browser and we recommend around the portal.

  • Page 35: Behind-The-Scenes Essentials

    Behind-the-scenes essentials Getting ready to start trading In the top right-hand corner of the portal, you’ll find your portal To help you get up and running, the software has two staff members assistant between the Help option and the Logout option. already set up (1x Supervisor User and 1x POS User), plus one ‘Manual Click on the icon to get started.

  • Page 36: Tailoring Key Settings To Your Business

    Behind-the-scenes essentials Tailoring key settings to your business Your business profile options within the portal will be set to As a minimum we recommend reviewing all the settings in this table. the default options – please take time to review these and make sure you have the right ones selected for your business.

  • Page 37: Everyday Trading

    Everyday trading Starting the trading day At the start of your day’s trading, a staff member will need to run the Start Day process on the Smartpay Touch software. Set up with a cash float Set up without a cash float Step 1 Step 1 Staff member signs on as normal (see staff...

  • Page 38: Adding Products Using The Device

    Everyday trading Adding products using the device Any staff member with product management permission on their profile can create new products, edit the details of existing products and disable (suspend) products. To start go to the menu button, select Stock and follow the instructions below. Please note: all changes are automatically sent to the portal, but they won’t appear on your other devices until they have run Update Data.

  • Page 39: Adding Products Via The Portal

    Everyday trading Adding products via the portal You can also add and amend products using the online portal. Most businesses will use regular, or fixed, pricing for their products. However, depending on your business, there may be products where you need to manually enter the price of the product for each sale.

  • Page 40: Making A Sale

    Everyday trading Making a sale Step 1 Adding items to the basket Either scan the item using the built-in barcode scanner, or simply select the item from the product or department browser. Step 2 Taking payment By card With exact cash With a banknote Other cash amount When ready, tap the Card button...

  • Page 41: Suspending A Transaction

    Everyday trading Suspending a transaction You can suspend an empty transaction or a transaction in progress. Once saved, the suspended transaction can be updated with more items or closed for payment. Suspending an empty transaction Viewing a suspended transaction Step 1 Step 1 On the journal screen, tap the Suspend button Select the folder icon from the top bar to locate...

  • Page 42: Processing Different Types Of Refunds

    Everyday trading Processing different types of refunds Processing a full refund (from the transaction history) On the device menu, select transaction Processing a full refund (from the transaction history) LOOKUP history and scroll to search by date, TRANSACTION or tap Lookup Transaction. Processing a full refund (from Smartpay Touch) Enter the transaction ID from For example, 8008...
  • Page 43 Everyday trading Processing different types of refunds Processing a full refund (from Smartpay Touch) Processing a full refund (from the transaction history) Tap the refund button. Select the Search mode from Processing a full refund (from Smartpay Touch) the drop-down. Partial refunds Enter the search criteria.
  • Page 44 Everyday trading Processing different types of refunds Partial refunds Initiate the refund either from Processing a full refund (from the transaction history) LOOKUP the RF button or the transaction TRANSACTION history. Processing a full refund (from Smartpay Touch) Tap Partial (instead of Full). PARTIAL Partial refunds Teabags x240...

  • Page 45: Accepting Tips

    Everyday trading Accepting tips You can enable the Tipping option – ideal for hospitality businesses – via the online portal. Go to Config > Profiles > Edit > Hardware and select Yes for ‘Use On-Device Tipping’. Then update settings from your card reader login screen and tipping will be added for every card transaction. Accepting tips from customers Smart tip You can change the way a tip is presented to a percentage...

  • Page 46: Account Verification

    Everyday trading Account Verification Account Verification is available for both Card Present and Card Not Present transactions. Carrying out an Account Verification Step 1 Tap the Other Func button on the lower right side of the basket screen. Step 2 Select ‘Account Verification’...

  • Page 47: Closing The Trading Day

    Everyday trading Closing the trading day At the end of the trading day, the End Day process needs to be completed. A staff member will need to cash up the till by entering the total cash taken, reconciling the card reader and entering any Additional Tender types. The day is automatically set to end at 23:59:59, however, this can be changed by going to Config > Profile > General in the portal.

  • Page 48: Key Buttons And Features

    Everyday trading Key buttons and features within your Smartpay Touch software Familiarise yourself with the key buttons and features that you’ll use on a day-to-day basis. Key buttons Key features Key buttons Key features Quickly view common or recent fast-selling items that can Change the price of an item in a transaction –...
  • Page 49 Dedicated help and support for Smartpay Touch Smartpay Touch Support: 0800 151 0399 Monday to Friday: 9am-5pm UK bank holidays: Closed Email: supportsmartpaytouch@barclays.com Calls made outside these hours will be answered by our general support team who will do their best to help you with your query. Previous | | Next page...
  • Page 50 0800 161 5343* option 1 0800 151 2630* To order till rolls and card machine accessories, call +44 1698 843 866* (Barclaycard Payment Solutions) or (Barclaycard Payment Solutions) or 0818 205 207* option 1 0818 205 272* Monday to Thursday: 8.45am to 5pm...
  • Page 51 Calls to 0818 numbers are charged at local call rates. Charges may be higher from mobile network providers. Calls may be monitored or recorded in order to maintain high levels of security and quality of service. Barclaycard is a trading name of Barclays Bank PLC. Barclays Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 122702).

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