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POS:The Next Generation / Windows 7 How to Order Software Installation

POS:The Next Generation / Windows 7 How to Order Software Installation. Tammy Kauffman March 26, 2013 - 2:00pm Central Time Call In Number: (866) 266-3378 Conference ID: 2818903029 Password: 0326. Agenda:. Confirm & Order Hardware POS/CMS Back Office Credit Card Pin Pads

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POS:The Next Generation / Windows 7 How to Order Software Installation

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  1. POS:The Next Generation / Windows 7How to Order Software Installation Tammy Kauffman March 26, 2013 - 2:00pm Central Time Call In Number: (866) 266-3378 Conference ID: 2818903029 Password: 0326

  2. Agenda: • Confirm & Order Hardware • POS/CMS • Back Office • Credit Card Pin Pads • Sign-up with Merchant Link • Obtain NWSO # • Complete POS/Win 7 Readiness Questionnaire • Installation & Pricing • Training

  3. POS/CMS Windows 7 License rp5700 CPU rp5800 CPU Back Office dc5800 6000 Pro 6200 Pro 6300 Pro Required Hardware All Equipment can be purchased or leased from TUPSS On-line Supply and Equipment Ordering System. https://opis.mbe.com/

  4. Required Hardware Continued…… • Credit Card Pin Pad w/signature capture. • MX830 • MX915 All Equipment can be purchased or leased from TUPSS On-line Supply and Equipment Ordering System. https://opis.mbe.com/

  5. OMNI 7000  No longer available for purchase  Not Compatible with Windows 7 or the new POS: Xstore  VeriFone will cease support of the Omni 7000 as of Dec. 31, 2014  MX830  Compatible with both current POS and new POS: Xstore systems  No Chip and PIN support (future requirement expected October 2015)  The MX830 is available for those locations that may need to replace their PIN Pad device prior to receiving the new XStore software.  MX915  ONLY COMPATIBLE WITH THE NEW POS SOFTWARE SYSTEM, Xstore.  Supports Chip and PIN (future requirement expected October 2015)  View more information about the MX915 features and warranty. Key Dates: Oct. 1, 2013 – PIN Pad required for each POS system in all centers Dec. 31, 2014 – Omni 7000 sunset, no longer acceptable for payment card transactions Oct. 1, 2015 – Chip and PIN support requirement

  6. POS: The Next Generation Timeline 03/31/2013 Franchisee with convention sign-up must have installation complete (Due to Install delays these stores should be installed in May 2013) 08/31/2013 Tier 2 installation pricing closes 09/01/2013 Tier 3 installation pricing opens 10/01/2013 Signature Capture / PIN Pads required for all centers 10/11/2013 All centers should have readiness questionnaire complete 03/31/2014 Tier 3 installation pricing closes 03/31/2014 All centers must have Windows 7 / Xstore installed 03/31/2014 VeriFone Omni 7000 no longer supported 04/08/2014 Microsoft ends support of Windows XP 10/01/2015 MasterCard and Visa require Chip & PIN for retailers

  7. DROP DEAD DATE> SEPT 30, 2013 POS HARDWARE WINDOWS 7 LICENSE – FOR OLDER rp5700 QUICKBOOKS PRO 2013 MERCHANT LINK ACCOUNT SETUP

  8. Merchant Link • Merchant Link is a payment gateway provider that securely provides tokens a surrogate value in place of cardholder account numbers that can be stored by the franchisee. After Merchant Link has verified and processed your completed agreement, they will provide you with a NWSO number that you will need in order to complete the Readiness Questionnaire from Netfor. Here are the steps to get started: Download the Merchant Gateway Services Agreement • Complete and submit the agreement to Merchant Link • Email or fax as per the instructions at the bottom of the agreement. You must send in all pages of the agreement. • Receive your NWSO number • Look for an email from Merchant Link to arrive within 7 business days of submitting the agreement. The email will include your NWSO number needed for the Readiness Questionnaire. • If you do not receive the email after 7 business days, contact Merchant Link at SSP-SupportTUPSS@merchantlink.com.

  9. Windows 7 Readiness Questionnaire: Access the Windows 7 Readiness Questionnaire through the MBE Technical Support Self Service Portal. • https://techsupport.mbe.com/login?referer=https://techsupport.mbe.com/ • 1. Enter Email account • 2. Enter Password (Store 10 digit phone number) • 3. Click Login • For help call tech support 800-546-8008

  10. Information Needed for Readiness Questionnaire: • Merchant Link NWSO # • Primary, Secondary POS & Back Office Model #’s • Primary, Secondary POS & Back Office Hard drive size • Primary, Secondary POS & Back Office (Windows 7 ready)? • Primary, Secondary POS & Back Office Size of Memory • Credit Card Pin Pad Model #’s • Printers: Copiers, desk-jet printers, Endicia printers, USAA Scanner • POS Version • Mailbox Manager Version • QuickBooks Pro 2011 or newer Version • Additional Software (Additional Cost to install)

  11. Win 7 / POS Next Generation Installation & Payment Options>>

  12. Windows 7 / Xstore Installation Pricing $850.00 $950.00 $1,150.00 $1,300.00 3rd Party Software – Additional Install Fee

  13. XStore & XCenter Training Resources WBT’s / User Guides • Meet your Xstore • Xstore: Processing transactions 1 • Xstore: Processing transactions 2 • Xstore: Customer Relationship Management • Meet your back office • Back Office: Customer Management • Back Office: Employee Management • Back Office: Till Management and Monitoring Sales • Meet your Xcenter Admin • Xcenter Admin: Configuration Xstore user guide Xstoremanager guide XcenterAdmin user guide

  14. POS-THE NEXT GENERATION RESOURCES The UPS Store Hub>Technology>POS: The Next Generation

  15. RECAP: • Order Any Equipment / Software Needed • Apply for Merchant Link Account • Receive Merchant Link NWSO # Email • Complete Win 7 Readiness Questionnaire • Pick Installation Day Choices • Pick Installation Payment Choice (1payment or 3 payments) • Finalize Questionnaire • Receive Email letting you know if the questionnaire is approved or unapproved • If unapproved you will be directed to fix any issues and resubmit the questionnaire • If approved you will be notified of the approval with details of when you should hear from Netfor to schedule the install • Everyone in the Store Needs to take Training Tutorials prior to Installation

  16. QUESTIONS? If you have questions when you begin this process – Contact Your Area Representative for assistance. Tammy Kauffman 281-743-2350 Pamela Smith 713-724-0461 Robert Summers 713-724-1797 Scott Wolden 713-724-0289 Thank You for Attending the Webinar!

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