4/19/18

2.1.4

EMV-Compatible Credit Card Processing -- In Other Words, You May Now Use "Chip Readers"

Rossware has done the coding and been certified for its Windows-based Virtual Terminal to work via TSYS Genius Mini.

The "Mini" is a beautiful little cordless device (connects via Bluetooth) which can easily fit in a tech's pocket or be carried on a neck lanyard.  Besides allowing card insertion for chip reading, it also allows a traditional swipe.  Even better , it allows NFC proximity reading (i.e., reading via card taps, for any card that is so configured). 

Also, the device is inexpensive (only $59 per unit). 

The one drawback is that TSYS imposes a monthly $9.95 fee on use of the device.  That's potentially offset by the fact that, by switching to the Genius system, you may eliminate your annual PCI compliance fee. 

Here are instructions for switching into use of this device:

1. Acquire a device for each person/place you want it to be used.

2. Work with TSYS to assure your TSYS gateway profile is on the platform which allows EMV processing (it's a particular "First Data" platform, I believe).    

3. Assure each person is operating in a version of SD or SDM that's been updated to use the device (all Window's-system releases from 4/19/18 onward have the capability; SDM-i is likely still a month away).  

4. For use in Windows platforms, you'll need to download and install the Genius Application (this application works as an agent that is called to do certain processing by Rossware's Virtual Terminal; if you have not otherwise installed it, the Virtual Terminal will prompt you and provide a link).

5. From within the Virtual Terminal interface, click on the "Device Setup" button, and select as shown here:

With the above done, you should be able to run perfect transactions using the Mini in any of its modes. 

Easy Check/Verification the Tech Has All Parts With Him that He is Supposed to Have With Him

From virtually the beginning, the JobRoster view in SD-Mobile has included a column that indicates the quantity of parts that should be being brought along as connected to each job, and, if a tech clicks on the reference, he sees a list of those parts (these might be parts that were spec-tagged or special-ordered in triage, or that were special-ordered in consequence of a prior visit).  It's a good feature.  But, if a tech wants to do a quick verification that he has all the parts (that should be being brought along) for his entire roster, it might potentially be a little tedious to go through each scheduled job, item-by-item.

Therefore, we've now made it very easy. 

Please notice the new button as shown here:

When you click on this new button, you'll be shown a new interface, that looks like this:

As you can see, this new interface presents a comprehensive, one-place-to-look list of all the parts the tech should have with him, as specifically connected to his entire roster of jobs.  Moreover, as he checks in his "tote" or similar to verify the presence of each such item, he can click in the list, to place a checkmark next to each item, thereby signifying he has confirmed its presence.  Thus, as he concludes the process, it will be easy to see any item he may be missing. 

Even better than the above, if your tech is equipped with a barcode scanner, he can simply "zap" each part (i.e., each such part as he finds in his "tote" or similar) with the scanner.  With each such "zap," the system will itself find the item in the list and check it off for him.  Thus, he can very easily go zap, zap, zap on each item in his tote, then look to see if there is any item in the list that has not been checked off.  If so, he'll then know he needs to look into acquiring that missing item. 

If you did not know, you can purchase barcode scanners very cheaply these days.  We got one from Amazon that works fine, and it was just $17 and change.  Of course, it's USB-corded.  You may want to obtain ones that work via Bluetooth, and those (while still pretty cheap) are a little bit more.