TradeRoute User Manual

TradeRoute User Manual

Table of ContentsSupported Devices List. 3-5Android Supported Device List .3-4Apple Supported Device List . 5Blackberry Supported Device List . 6Pin Debit Hardware and Assembly Instructions . 7App Set-Up for Pin Debit Hardware (Rover) . 8Settings . 9Connecting the Pin Debit Hardware to your Device .10Pin Debit Transaction Instructions . 11Adding a New Tax . 11-12Tip Feature .14Check Capture .18Troubleshooting . 22TradeRoute User ManualPage 2

Supported Android Phones & TabletsHTC AriaKyocera TorqueMotorola Xoom 4GSamsung Nexus SHTC Droid ErisLG AllyPantech BreakoutSamsung Nexus S 4GHTC Droid IncredibleLG EnlightenPantech BurstSamsung Nexus 10HTC Droid Incredible (SLCD)LG G-SlatePantech PerceptionSamsung ReplenishHTC Droid Incredible 2LG LucidSamsung CaptivateSamsung Rugby SmartHTC EVO 3DLG MarqueeSamsung Conquer 4GSamsung Sidekick 4GHTC EVO 4G (h/w ver. 0003)LG Mytouch QSamsung ContinuumSamsung Transform UltraHTC EVO 4G LTELG Nexus 4Samsung Droid ChargeSamsung VibrantHTC EVO Shift 4GLG NexusSamsung Epic 4GSamsung Nexus 10HTC EVO View 4GLG Optimus EliteSamsung ExhilarateSony Tablet PHTC G2LG Optimus GSamsung FascinateZTE AvailHTC Inspire 4GLG Optimus SSamsung Galaxy NexusZTE FuryHTC JetstreamLG Optimus TSamsung Galaxy Note 10.1ZTE OptikHTC myTouch 4GLG RevolutionSamsung Galaxy Note 8Epic 4G TouchHTC myTouch 4G SlideLG PhoenixSamsung Galaxy Note 2ZTE ForceHTC Nexus OneLG SpectrumSamsung Galaxy NoteSamsung Galaxy S II

Supported Android Phones & Tablets (cont.)HTC Nexus OneLG Thrill 4GSamsung Galaxy S 4GMotorola PhotonKyocera MilanoSony Xperia Ion LG VortexHuawei CometSamsung InterceptLG Viper 4G LTEMotorola Droid RAZRHuawei myTouch QKyocera EchoMotorola Droid RAZR MAXXMotorola Droid 4Samsung Galaxy VictorySamsung GemMotorola XoomHTC RezoundSamsung IllusionMotorola Droid BionicSamsung Galaxy S IVMotorola AdmiralSkyrocketMotorola Droid 3Samsung Galaxy Tab 10.1Motorola Atrix 4GSamsung Galaxy Tab 3GSamsung Galaxy VictoryTradeRoute User ManualPage 4

Supported iOS DevicesiPhone 3GSiPad 2iPhone 4 (CDMA)iPad 3iPhone 4 (GSM)iPad MiniiPhone 4S (CDMA)iPhone 4S (GSM)iPhone 5 (CDMA)iPhone 5 (GSM)iPhone 5iPod Touch 3rd gen. (OS3 )TradeRoute User ManualPage 5

Supported Blackberry PhonesBold 9000Curve 2 8520Bold 9650Curve 2 8530Bold 9780Curve 3G 9330Torch 9800Storm 2 9550TradeRoute User ManualPage 6

Pin Debit Hardware (Rover) and Assembly InstructionsTo operate the Pin Debit system, also known as the Rover, you will need four pieces of hardware. The numeric PIN entry box (Fig. A),the battery pack (Fig. B), the audio jack input cord (Fig. C), and a supported device (pages 3-5) which contains the app necessary toprocess the payment. Since the battery on the Rover is rechargeable, you will also be supplied with a battery charging cable.To set up the Rover on your phone/tablet, simply input thebattery pack cable into the numeric PIN entry box (picturedbelow).Figure CFigure AFigureBThen attach the smallest end of the audio input cable intothe battery pack, and insert the other end into yoursupported device. Then, turn on the battery pack by pressingthe raised button.Supported phone from list (notincluded)The battery pack also has an input for the battery charging cable located next to the audio input jack.The USB input end should be placed in a USB port (either on your computer or into a USB wall or carcharger) to charge the unit prior to beginning your first transaction. The battery charging pack willindicate it is charging when the orange light is illuminated.TradeRoute User ManualPage 7

App Set-Up for Pin Debit Hardware (Rover)To begin the set up of your app, first, turn on your data connection. You will be unable to log in unless you are connected either by thedata connection on your phone provided by your carrier, or by Wi-Fi. Download the appropriate App from the app store. If using anAndroid, you will find this app in the Google Play Store. Log in with your user credentials created by the activation email sent to you byyour agent.After successful log in, you will be directedto the SALE and REFUND screen, whichalso contains the SUMMARY, SETTINGSand FEEDBACK functions.**If you receive the warningmessage to the right, pleaseconnect your phone to Wi-Fi oractivate the data connection onyour device. Transaction andlog-in activity cannot betransmitted if you do not have aninternet connection on yourphone/tablet.**The screen shown to the left is the app HOME screen. To select the Debit features for initial setup, select SETTINGSTradeRoute User ManualPage 8

SettingsWithin the SETTINGS screen, you will find the GATEWAY SETTINGS, TIMEOUT SETTINGS (the amount of time before the app stopsattempting to process, mainly for slower data connections), TAX, TIP and DEBIT boxes toenable/disable, the button to clear all stored tax rates, the Swiper Type settings, and TIP settings.Here, you want to make sure you have DEBIT ENABLED checked off. This will allow your ROVERto be used with your app. You may also check off TIP ENABLED if you plan to accept tips, anddisable/enable the tax feature or to simply clear the tax rate to 0%.When using the Rover device (for Pin Debit transactions) you will also be required to select ACRover from the SWIPER TYPE setting in the Settings screen as pictured below. ***You will not begiven the option to use DEBIT if ACRover is not selected.****After selecting ACRover, go back to the SETTINGS screen and SAVE. You arenow ready to install the PIN DEBIT HARDWARE to your supported device.TradeRoute User ManualPage 9

Connecting the Pin Debit Hardware to your DevicePlug the battery pack and PIN DEBIT card reader into your headphone jack of your phone/tablet at this time. Press thePOWER button on the BATTERY PACK. If sufficiently charged, both the PIN DEBIT ENTRY box and the BATTERYPACK will have green lights lit. You will then begin the transaction process. If the lights are NOT lit, please chargeyour battery pack.TradeRoute User ManualPage 10

Pin Debit Transaction InstructionsNow that the app and your card reader are set up to run a pin debit transaction, you will be taken back to the SALE and REFUNDSCREEN. These step by step instructions below will help you complete your PIN DEBIT transaction.First, select SALE fromthe transaction HOMEscreen (LEFT).Here, at the NEW SALEscreen (RIGHT), you will adda SALE amount. You may alsochange the tax rate or add atax rate. To add a tax rate,select ADD NEW TAX andfollow instructions on thenext page. If a tax rate is notneeded or the right amount isshown on the drop down list,leave it at 0.00% and selectCONTINUE.TradeRoute User ManualPage 11

This is the ADD NEW TAX screen. If you need to add a tax rateto the drop down and clicked ADD NEW TAX, this screen iswhere you would enter that rate. For this example, 9, then adecimal point, and a zero have been entered to equal a 9% salestax. Select DONE. You will be taken back to the SALE screen.At the NEW SALE screen, enter in the dollaramount you would like to charge the customer.No decimal is to be entered on this screen. Besure to add the cents onto the dollar amount.Press CONTINUE to move forward to the CARDSWIPE OPTION screen.TradeRoute User ManualPage 12

Select DEBIT. This step will beginthe option to run a DEBIT CARDas the payment source.If your customer would prefer touse their credit card, debit cardused as a credit card, or you needto manually enter credit cardinformation during thetransaction, the option CREDIT isavailable as well.TradeRoute User ManualPage 13

[Type sidebar content. A sidebar is a standalone supplement to the main document. It is often aligned on the left or right of the page, or located at the top or bottom.Use the Text Box Tools tab to change the formatting of the sidebar text box.Type sidebar content. A sidebar is a standalone supplement to the main document. It is often aligned on the left or right of the page, or located at the top or bottom.Use the Text Box Tools tab to change the formatting of the sidebar text box.]Tip FeatureIf your customer wishes to leave a tip, they may choose to leave a dollar amount( ) or a percentage (%). That amount is then added to the total. After anamount has been entered, select CONTINUE to proceed to the card swipe ormanual entry screen. At this time, you may wantto hand the device over to the customer to confirmthe amount or add the tip. If they choose to add atip, they can do so by selecting ADD TIP. If not,choose CONTINUE to go on to the next step.TradeRoute User ManualPage 14

With your card reader attached, you will slidethe debit card from left to right with themagnetic strip facing the thickest part of thecard reader. Try to slide the card in a quickmotion, gripping the reader in your hand.The light on the card reader will turn yellowonce a good card read has been received bythe reader.If you cannot get your PIN debit reader toread the card, you are given the option tomanually enter the card information (bottomleft). However, you will need to go back tothe sale screen and run as a credit transactionrather than a debit.Once you have reached this screen(LEFT), hand the PIN DEBIT ENTRYBOX (pictured top right) over to thecustomer so they may enter their PINnumber. After their PIN number hasbeen entered, select the green buttonon the PIN ENTRY BOX.TradeRoute User ManualPage 15

Next, you will enter your customers e-mail address so theymay receive a copy of the receipt. If a receipt is not requested,you may skip this section and choose CONTINUE.Once CONTINUE hasbeen selected, thetransaction will begin thefinal stage ofauthorization. You maysee the PROCESSINGscreen for severalseconds. Processing maytake longer if you have aweak internetconnection. Do not pressthe back button at thistime as it will interruptthe transaction inprocess.TradeRoute User ManualPage 16

You will either see theAPPROVAL notification or theDECLINE notification on thisnext screen. The PIN DEBITtransaction is now complete.Click OK to finalize thetransaction and go back to yourHOME screen to begin a newsale or refund. You may also goto SUMMARY to view thetransaction if needed.Congratulations! You have just conducted a Pin Debit transaction.If you’d like to leave feedback regarding your transaction experience,please do so by clicking FEEDBACK.TradeRoute User ManualPage 17

Check CaptureNow that you are familiar with the Pin Debit hardware, let’s discuss the Check Capture featureof the TradeRoute app. If your phone app does not support check capture, this feature will notbe available to you. After entering the saleamount, you will be asked how your customerwould like to pay for their purchase or service.Select CHECK.During the check capture process, you will beasked to take a clear picture of both the front andback of the customer’s check. You will have theoption to retake the picture if you are unable toclearly read the check.After selecting check on the payment methodscreen, select FRONT to take a picture of thecheck in which you would find the amount,signature, Payee, etc.Then, select BACK to take a picture of the back of the check. Make sure to have the checksigned on the back prior to taking the picture. On the next page, we’ll go over properplacement of the check in order to take the picture.TradeRoute User ManualPage 18

The first example (top left) shows thecrosshairs of the check capture feature.The app will automatically detect thecheck if it is sitting on a flat dark surfacein a well lit area. The edges will bedetected and the camera on your phonewill autofocus and detect the numbersand wordage on the front of the check.This second example (bottom left) is thereview screen. You will be able to clearlyread the check if the picture was takensuccessfully. You have the option topress NO: RETAKE if it is not to yoursatisfaction. If the picture is clearlylegible, click YES: USE to go to the screento begin the process of taking the pictureof the back of the check.TradeRoute User ManualPage 19