Please Note:
The instructions for loading loyalty are the same regardless of the Verifone POS type. The screenshots will be different according to the software version your system is on. This version was commander Base 51.43
Table of Contents
Key Support Contact Information. 3
Setup Loyalty – Logging on to Configuration Manager 5
Setup Loyalty – One-Time Password (OTP). 6
Setup Loyalty – Loyalty Host Address. 7
Setup Loyalty – Enable Loyalty. 8
Setup Loyalty – Enable Alternate Loyalty ID.. 9
Setup Loyalty – PIN Pad Idle Message.. 10
Setup Loyalty – Loyalty Configuration. 11
Setup Loyalty – Loyalty Card Configuration. 13
Setup Loyalty – Pump Message.. 16
Setup Loyalty – Initialize Pump Message. 17
Setup Loyalty – Setting Up Loyalty Reports. 17
Setup Loyalty – Completed.. 18
Loyalty Messaging Verification. 18
Test a Transaction at the Pump.. 18
Key Support Contact Information
Verifone
POS Help Desk Support: 888-889-7829
Choose Option 1 and then Option 1 again.
Please have your Locations Verifone Service ID number available.
ASM - Contract Services: 888-889-7829, Choose Option 1, then Option 2, then Option 5.
Techquidation (2D Scanners)
678-213-4094
PDI (Controlscan/Echosat)
800-371-1118 Ext. 2 for assistance with installing or trouble shooting loyalty equipment.
800-317-1118 Ext. 3 for assistance with loyalty program support.
Clark Crown
Client Services- 877-GO-CLARK (877-462-5275) Ext. 9
Barb Nolan, Director POS & Products
Email: bnolan@clarkbrands.com
Phone Number: 630-940-7003
Loyalty
Mobile App or Point Questions: saveeverymile@velocitylogicgroup.com
Before You Start
Information Needed
- Service ID Number – this is needed if you need Verifone POS Support.
- Clark Crown 4-digit store number
- Verifone Configuration Manager Username and Password
Verifone Software
The recommended software version is the latest one that is available from Verifone but at least version 51.42.
The minimum software version to be able to use loyalty is 43.18 but has know issues that have been corrected in future versions.
Scanner
It is recommended that you have a 2D Scanner to allow for scanning item barcodes and the loyalty ID within the mobile application.
The recommended scanner is the Gryphon GD4590V which can be ordered from Techquidation (678-213-4094).
Setup Loyalty – Logging on to Configuration Manager
Step 1: Login to the Cashier Workstation Screen
Step 2 : Go to CSR Function (bottom right corner of screen)
Step 3: Go to Configuration Manager
Step 4: Enter the Username and Password and Click Sign In
Setup Loyalty – One-Time Password (OTP)
To update settings in the Configuration Manager, you may be requested to enter a one-time password (OTP). When this occurs, the below steps should be followed to generate and enter the one-time password.
Step 3: Enter the Loyalty Device Specific Route as outlined below:
Route Type: host
Destination: 208.112.64.157
Gateway: 192.168.40.1
Netmask: 255.255.255.255
Service: SAVE EVERY MILE
Step 4: “Click” Save” at the lower left corner as well as the top of the screen.
Setup Loyalty – Enable Loyalty
Step 1: Go to Payment Controller -> POS Configuration
Step 2: Select the POS Tab and click the boxes as indicated below:
Loyalty Enabled: Check
Multiple Loyalty Discounts in same Transaction: Check
Auth On Total: Check
Force Cash Receipt: Check
EPS PPG precedes POS PPG: Check
Step 3: Click Save at the top of the screen.
Setup Loyalty – Enable Alternate Loyalty ID
Step 1: Go to Payment Controller -> EPS Global Configuration
Step 2: Select the Loyalty Tab and click the boxes as indicated below:
Step 3: “Click” Save at the top of the screen.
Setup Loyalty – PIN Pad Idle Message
Step 1: Go to the PINPAD Message Tab of the EPS Global Configuration
(Payment Controller -> EPS Global Configuration) and Enter the information below:
Idle Message (Line 1): WELCOME TO [NAME OF BUSINESS]
Idle Message (Line 2): ASK US ABOUT LOYALTY
Swipe Message (Line 1): ENTER LOYALTY ID OR
Swipe Message (Line 2): INSERT PAYMENT CARD
Step 3: Click Save at the top of the screen.
Setup Loyalty – Loyalty Configuration
Step 1: Go to Payment Controller -> EPS Configuration -> PCATS01 Loyalty Configuration (if you have another loyalty program setup in PCATS01, select the next available PCATS number)
Step 2: In the Loyalty Configuration, you will need to setup the loyalty program with the following information below this picture of PCATS01 Loyalty Configuration diagram.
Fill in the information below above in the PCAT01 Loyalty Configuration Above
Network
FEP Enabled: Checked
Dealer ID: 30-####
(Enter the 4-digit Clark Crown store number such as 30-9997)
Program Name: Save Every Mile
Loyalty Offline Receipt Message: Loyalty Offline
Enable Barcode Scan: Checked
Enable Card Download from Host: NOT Checked
Display Loyalty FEP Offline to Hybrid Cards: Checked
Communication Options
IP/Domain Name: 208.112.64.157-(This is the Velocity Logic Loyalty Host)
Port: 10200
Enable SSL: NOT Checked
Heartbeat Timer: 300
Step 3: Click Save at the top of the screen.
Setup Loyalty – Loyalty Card Configuration
Step 1: Go to Payment Controller -> EPS Configuration -> Loyalty Card Configuration
Step 2: To Setup the Alternate Loyalty ID. Click the Add button and then enter the ALT card information as depicted below this screen. The information is below the screen
ALT ID information to input.
Card Table Index: ALT
Card Abbreviation: DA
Card Name: DLALT
Lower ISO: 0 (zero)
Upper ISO: 9
Pan Length: 10
Card Enabled: Checked
Accept Track 1: Checked
Accept Track 2: Checked
Accept Manual Scanned Entry: Checked
Hybrid Card: NOT Checked
Support FEPs
Click the Edit Button, select PCATS01 (unless a different PCATS number was chosen in the previous step.)
Step 3: To Setup the Loyalty Card Range. Click the Add button and then enter the DL1 card information.
Card Table Index: DL1
Card Abbreviation: DL
Card Name: DL#1
Lower ISO: 6852955
Upper ISO: 6852955
Pan Length: 17
Card Enabled: Checked
Accept Track 1: Checked
Accept Track 2: Checked
Accept Manual Scanned Entry: Checked
Hybrid Card: NOT Checked
Support FEPs
Click the Edit Button, select PCATS01 (unless a different PCATS number was chosen in the previous step.
Step 4: Click Save at the top of the screen.
Setup Loyalty – Pump Message
Step 1: Go to Forecourt -> DCR Idle Screen
Step 2: Select the Idle Screen being used.
Step 3: Select an available button where you want the customer to select the Save Every Mile loyalty program.
Step 4: Select the LOYALTY MANUAL ENTRY Softkey Type and enter “SAVE EVERY MILE” in the Softkey Text
Step 5: Click the Save button on the pop-up screen. Your Screen should show the pump message.
Step 6: Click Save at the top of the screen.
Setup Loyalty – Initialize Pump Message
This step will push the updated DCR idle screen to the pumps. Before proceeding, please make sure.
that there are no customers at the pump. This step will not allow cards to be taken at the pump for
5 to 10 minutes.
Step 1: Go to Forecourt -> Initialization -> DCR
Step 2: Select All DCRs hit Ok.
Successful Configuration.
Step 3: Select Okay
Setup Loyalty – Setting Up Loyalty Reports
Step 1: Go to Reporting -> Report Configuration
Step 2: Select Day Part in the Configure Group List
Step 3: Hit Edit, Check Loyalty Report, Click done button.
Repeat Step 2 & 3 for Day, Month, and Year (if you require the loyalty reports for those periods.)
Step 4: Click Save at the top of the screen.
Setup Loyalty – Completed
Congratulations, you have set up the Save Every Mile Loyalty program on RubyCi. You can exit the Configuration Manager by selecting the Log Out menu option.
Setup Verification
Step 1: Go to the Network Menu (CSR Function -> Network Menu)
Step 2: Select Diagnostic Check Host Status. This should show that the Loyalty Host is online.
If the host is not online, this may be an indication of a communication program, please reach out to PDI at 800-393-3246 or Clark Client Services at 877-462-5275.
Loyalty Messaging Verification
Review the PIN pad(s) to ensure that it has the “Save Every Mile” Message and the Loyalty Alt. ID.
Review all pumps at the forecourt to ensure that they have the “Save Every Mile” option on the Pumps as well as the ability to enter the Loyalty Alt ID
Install the Mobile App for Testing
The “Save Every Mile” mobile app can be downloaded from the app store on your phone. You can search “Clark Crown” or “Save Every Mile”. You can also go to www.saveeverymile.com for a link to the mobile app.
Once you install the mobile app and register for an account, an email will be sent to verify your email address. Please follow the directions on the email to verify your account. Once your email address is verified, you are set up on the program.
Test a Transaction at the Pump
Perform a test transaction to ensure the loyalty program is properly installed and the price rollback is working correctly.
Select Save Every Mile at the pump and enter the phone number used to register on the Mobile App as the Loyalty Alt ID. You should see the price rollback.
Creating PLU/ UPC
To take advantage of the product offers within the mobile app, the product PLU/UPC codes must be set up. The below are the steps to create a new PLU/UPC.
Step 1: Login to the Configuration Manager
Step 2: Go to Store Operations -> PLUs.
Step 3: Click the Add button.
Step 4: Enter the following required fields:
PLU: Enter the PLU or scan the item.
Description: Enter a description of the item
Price: Enter the selling price
Sell Unit: Enter the unit amount, typically 1.00.
Department: Select the appropriate Department for the product
Product Code: Choose the appropriate Product Code
Taxes: Click Edit and select the appropriate taxes
Step 5: Review the rest of the information and update as necessary for your location and for the product being added.
Step 6: Click Save at the top of the screen.
Continue adding PLU Items following the instructions above until all PLU’s and product UPC codes aer entered. Please remember to click SAVE !
Test a “Save Every Mile” promotional item on your phone with your Mobile App.
Test a “Save Every Mile” promotional item using your ALT ID on the PIN PAD.