ePurse Operation

 

Touch > ePurse Charge (#48) POS Key and ePurse Top Up (#49) POS Key

 

Description

 

Used to make Payments / Top Ups into a Customer/Member's Accounts or Charge purchases to a Customer/Member's Accounts at the SwiftPOS Touch terminal.

 

The Customer/Member ePurse feature in SwiftPOS Touch allows up to 5 ePurse Accounts for each Customer/Member. These Accounts can be used in a variety of ways. Credit can be added to any of the 5 ePurse Accounts from both the SwiftPOS Back Office and at the SwiftPOS Touch terminal.

 

The difference between a standard Customer/Member account and ePurse Accounts is that Customer/Member accounts can have credit limits, whereas ePurse Accounts can only be charged to, while they have a positive balance. The other difference is that an active account is not required to use ePurse Accounts, enabling any Customer/Member to utilise this feature.

 

The ePurse Account system works in a similar manner to standard Customer/Member account Charges and Payments / Top Ups so it is important to remember that the same processing limitations apply. If an ePurse Charge or Payment / Top Up occurs at the SwiftPOS Touch terminal, the Customer/Member's ePurse Account balance will not change at the SwiftPOS Touch terminal until the sale has been processed in SwiftPOS Back Office. So it is important to select a suitable sales scan interval in the SwiftPOS Back Office.

 

To Be Considered

 

  1. Note : The ePurse Account feature is only supported by SwiftPOS Back Office, not Task Manager.
  2. It is not possible to have ePurse charges and Payments / Top Ups within the same sale.
  3. Note : Accounts, Customers, Members and Loyalty Customers are often referred to in the documentation when discussing topics relating to Customers/Patrons of a site.
  4. If required, restricting access to these POS Keys can be managed by Clerk Security.

 

Pre-Requisites

 

  1. Ensure the Function ePurse Charge and ePurse Top Up POS Keys are added to the appropriate Layout using the Keyboard Designer.

 

Operation

 

  1. To Top Up an ePurse Account


    1. At the SwiftPOS Touch terminal, enter the number of an existing Customer/Member.
    2. Select the ePurse Top Up POS Key to open the Live Payments screen.
    3. Select the keyboard icon opposite the required ePurse Account and enter the Payment / Top Up amount using the numeric keypad.
    4. Select Ok in the Live Payments screen
    5. Finalise the sale at the SwiftPOS Touch terminal selecting the media type tendered (for example: EFTPOS, Cash, etc).


  1. To Charge an ePurse Account


    1. At the SwiftPOS Touch terminal, sell Products.
    2. Enter the number of an existing Customer/Member.
    3. Select  the ePurse Charge POS Key to open the Live Charge screen.
    4. Charge the required amount to the ePurse Accounts that have sufficient funds.
    5. Select OK and any remaining balance using one of the Finalise (Tender) POS Keys available.

 

This screen is accessed from here and is used to charge a full/partial sale to a Customer/Member's Account or ePurse Accounts. Multiple ePurse Accounts can be charged by simply selecting the Use button against those ePurse Accounts that have funds, or use the Auto Charge button.


  • Use - Select to charge the remaining amount of a sale to the selected account (up to the account's available credit or balance).
  • Keyboard icon - Select to enter the amount to be charged to the selected account.
  • Clear - Select to remove the amount charged to the selected account.


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  • Auto Charge - Select to charge the entire sale starting with the Charge Account. If not enough credit is available then only the available credit will be charged and the rest of the sale will be charged to the next ePurse account that has sufficient funds, and so on. Any remaining balance that could not be charged to an account will need to be finalised using one of the Finalise (Tender) POS Keys available.
  • OK - Select to save any changes and exit.
  • Cancel - Select to exit without saving.

 

ePurse Charge POS Key Settings

 

 

This screen is accessed from here.

 

  • Auto Print - Select to enable automatic printing.
     
  • Selected Account - Displays/Enter the Account ID # of the Account to which this Top Up will be applied.

 

Related Topics

 

  1. Accounts
  2. Customer/Members
  3. Global Preferences - Auto Allocate Payments
  4. POS Configuration Index - Account/Customer/Member Configuration
  5. POS Operation
  6. POS Operation Index - Account/Customer/Member Features
  7. Touch Toolbar and Tools
  8. Terminal Settings

 

Published 13 Nov 2024