Verifone Manager Manual
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Shell Manager Reference Software Version: 5.00 Part Number: 55476-01 Rev: A00 Shell Manager Reference March 31, 2010 VeriFone®, Inc. 2099 Gateway Place Suite 600 San Jose, CA 95110 Telephone: 408-232-7800 http://www.verifone.com Printed in the United States of America. © 2010 by VeriFone, Inc. No part of this publication covered by the copyrights herein may be reproduced or copied in any form or by any means — graphic, electronic, or mechanical, including photocopying, taping, or information storage and retrieval systems — without written permission of the publisher. The content of this document and all features and specifications are subject to change without notice. The information contained herein does not represent a commitment on the part of VeriFone, Inc. Publications are not stocked at the address given above. Requests for VeriFone publications should be made to your VeriFone agent. VeriFone, the VeriFone logo, and Ruby SuperSystem are registered trademarks of VeriFone, Inc. Sapphire, Topaz, HPV-20, Ruby Manager, Everest, EASY ID, Electronic Journal On-site, and Ruby Card are trademarks of VeriFone, Inc. in the U.S. and/or other countries. All other trademarks or brand names are the properties of their respective holders. Before We Start EASY ID EASY ID is a part of a comprehensive retailer awareness program to ensure the legal sale of age-restricted products. Do not rely on EASY ID as the only source of information. It does not take the place of a trained, aware, and conscientious retailer and cashier. EASY ID should only be used in states which permit the electronic verification of information from drivers’ licenses. Retailers should determine that electronic verification is permitted in their states. Drivers’ licenses from all other states require the use of the “manual” function. Note: All software is provided as is, without any warranty of any kind, whether direct, indirect, exemplary, special, consequential, incidental, or otherwise with regard to any use of EASY ID. 1. Make sure the current date and time are correctly set. If the date and time are not set correctly, the unit may not display the correct information when an identification is checked. 2. Make sure the lamination (plastic) surrounding the identification is intact and clear. 3. Make sure the picture and/or description match the customer. 4. Make sure the words are all legible and clear. 5. Make sure any holograms or watermarks are visible. Weights and Measures Support for cash and credit pricing at the dispenser requires explicit cash and credit selections on the dispenser. This is in compliance with the Weights and Measures Guidelines for Selectable Unit Price Capability, section G-S.5.1. Note: This Ruby software supports a POP Discount feature, which allows a point-of-purchase discount on fuel based on the purchase meeting certain pre-defined transaction criteria. It is possible that the Weights and Measures department in your state may consider this POP Discount feature, when used in a post-pay scenario, to be in violation of state regulations. YOUR IMPLEMENTATION OF THE POP DISCOUNT FEATURE IS DONE AT YOUR OWN RISK. VERIFONE EXPRESSLY DISCLAIMS ANY LIABILITY FOR CLAIMS, FINES OR DAMAGES RESULTING FROM IMPLEMENTATION OF THE POP DISCOUNT FEATURE IN A LOCALE WHERE IT IS DEEMED A VIOLATION OF LOCAL OR STATE REGULATIONS. YOU SHOULD CONSULT YOUR LOCAL WEIGHTS AND MEASURES ENFORCEMENT GROUP BEFORE IMPLEMENTING THE POP DISCOUNT FEATURE. Shell Manager Reference Revision History Version Date Description 1.00 December 12, 1996 Initial production release. 1.01 January 10, 1997 Updates to software and documentation. 1.02 April 3, 1997 Updates to software and documentation. 1.03 June 20, 1997 Updates to software and documentation. 1.04 September 26, 1997 Updates to software and documentation. 1.05 April 28, 1998 Updates to software and documentation. 1.05 February 16, 1999 Production release of software and documentation. 2.00 September 15, 2000 Dial network and resolution updates to software and documentation. 3.00 August 29, 2001 Updates to software and documentation to add open PLUs; new “Print Installation Information” function to Maintenance mode; EASY ID; cash acceptor support; car wash-related PLUs to department tracking; Money Order support; HPV-20 functions; deal pricing, which includes combo and mix ’n match sales. Safe drop cancels now appear in the Summary and Cashier Reports; flash printing of individual departments and PLUs is now possible; amount and count of unsettled suspends now appears in close period reports; added force-ticket print parameters to Sales Configuration and MOP File; added support for tax break points now stop printing when they reach a zero value; added “Debit Encryption Type” parameter to Fuel Site Parameters; added the Texaco implementation of the loyalty card support to Fuel Site Parameters; added Cash Acceptors to Fuel Site Parameters; added car wash prompting before fueling. 3.01 December 7, 2001 Updates to software and documentation to further integrate Shell Oil and Texaco applications, including the application name change to Shell Oil; In-House accounts, In-house and Pump Test MOPs; masking of account numbers on sales receipts; the outdoor enabling feature to Car Wash Manager; date, time, and station ID to report headers. Shell Manager Reference Revision History (Continued) Version Date Description 3.02 March 29, 2002 Updates to software and documentation to include POP Discount functionality, as well as enhancements to HPV-20. 3.03 April 7, 2003 Updates to include the removal of line printer support; ability to print money orders from the workstation; ability to turn debit prompting on or off; POP discount enhancement to include membership cards; removal of honor all MOP; ability to disable RFID; enhancement to ID checking; enabling a low limit alarm for the TLS. 3.04 July 28, 2004 Updates to include Sapphire Mini-server; Ruby Auto Restore, Automatic Upgrade with CD, Dresser/Wayne Ovation DCR graphic displays, new graphic parameters in DCR configuration, and XcelleNet RemoteWare Multicast. 3.04 August 26, 2004 Production release of software and documentation. 3.06 December 19, 2005 Production release of software and documentation. Updates to include product codes for ethanol-based and hydrogen fuels, Shell Gift Cards, Shell REEP loyalty program, Auto Fast Credit Close Out, Fuel Tax Exemptions, Full- Serve Attendant Tracking, Mix ‘n Match Deal Pricing, Open Drawer Alarms, POP Discount Fueling, POP Membership, POP Standard 10 fuel grade prices, Price Checks, additional lines to DCR receipt headers and trailers, DCR beep parameters, PPU decimal positions, Category Tracking File, Department Mix File, additional departments to the Department Tracking File, increased Fee/ Charge Files to 99, new lottery MOP, Error Correction Security, Tax Rate File, Armed Forces cards parameter, three-digit product codes, dynamic POP, POP Member soft key, void tickets in Reports, Current Cashier Report, and Drive Off MOP. Shell Manager Reference Revision History (Continued) Version Date Description 4.01 August 23, 2006 Updates to include Release Terminal During Close, Enable Auto Refund, Auto Settle Fuel Overrun, Fast Credit Merchandise Allowed, Discount Security Level, Price Override Security Level, and POP discount support for cash acceptors. 4.04 April 03, 2008 Updates to include changes to Network Configuration, Product Codes, Soft keys, addition of new chapters HPV-20 Functions, iOrder Kiosk Sales and topic AEOD Configuration. 4.04 June 01, 2009 Production release of software and documentation. 5.00 March 31, 2010 Production release of software and documentation. Contents 1. Introduction How to Use this Manual. 1-2 Terms . 1-2 Getting Around . 1-3 Keys . 1-3 2. Setting Up Your System Controller Setup . 2-2 Workstation Setup . 2-6 3. Manager File Maintenance . 3-2 Start Manager Mode Steps . 3-3 Security Control . 3-4 Considerations . 3-4 Security Control Steps . 3-5 System Manager Functions Steps . 3-6 Fuel Manager Functions Steps . 3-7 DCR Configuration Functions Steps . 3-8 Configuration Functions Steps . 3-9 Report Functions Steps . 3-10 Flash Report Functions Steps . 3-11 Maintenance Functions Steps . 3-12 Security Functions Steps . 3-13 Car Wash Functions Steps. 3-14 Network Manager Functions Steps . 3-15 File Maintenance . 3-16 Employee File. 3-17 Considerations . 3-17 Employee File Steps . 3-18 File Maintenance . 3-20 Configuration . 3-21 Configuration Steps . 3-21 System Configuration Steps . 3-22 Sales Configuration Steps . 3-24 Gemcom Configuration Steps . 3-40 File Maintenance . 3-41 March 31, 2010 Shell Manager Reference ii Register Configuration . 3-43 Considerations . 3-43 Register Configuration Steps. 3-45 File Maintenance . 3-45 Check Franking File . 3-46 Check Franking File Steps. 3-47 File Maintenance . 3-47 Logo/Slogan File . 3-48 Considerations . 3-48 Logo/Slogan File Steps . 3-49 File Maintenance . 3-50 MOP File . 3-51 Considerations . 3-51 MOP File Steps . 3-52 File Maintenance . 3-60 Currency File . 3-62 Considerations . 3-62 Currency File Steps . ..