At the Till
Entering a transaction
When a transaction is put through as a “Card” purchase the Ocius window will open. Note: Options for cash back are given, select as appropriate.
Follow the Ocius window on-screen instructions. Insert or swipe card and enter pin on the hand held module.
Given the correct Pin the transaction will complete and information is displayed on screen.
There will be options to reprint the receipt or to continue with the transaction.
The transaction will conclude and the Ocius window will close.
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Refunds
When an item is returned and you wish to refund the credit card, you will be asked for a PIN number called the Refund PIN. The default for this is 9999.
You will be asked to insert the card again.
A slip will be printed out for the customer to sign. You are asked to confirm the signature matches the card and the return will be complete.
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End of Day:
Offline transactions
If you see a small yellow folder with OL (Offline Transactions.) in the top right hand corner, then this indicates
our Internet connection went off-line momentarily and you have sales transactions stored on your computer.
YOU MUST SUBMIT THESE OFFLINE TRANSACTIONS. To do this, follow these steps.
Open up the terminal to do this, while the till is running, right click on the Ocius icon in the bottom right corner.
This will bring up a menu click view terminal.
Click “Menu”.
Click “Yes”.
The off-line transactions will now submit to the Commidea gateway.
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Till Declaration
At the end of day you will need to declare the till and end the session, part of this process is to declare how much money has been received on each card terminal.
To find this out use the online account manager located at https://www.commideaweb.com
You will need your System ID, Username and Password these are detailed on the installation details information form Commidea.
When logged in click on “Transactions”.
A new screen will appear, select the PTID number(s) that are for the chip and pin terminal attached to the machine you are completing the declaration for. then move them over to the ‘selected PTID’s’ field by clicking the ‘>>’ button.
If you do not know this number, see the Get PTID Number section at the end of this document.
Select today’s date for the from-date and to-date and then select the from date to be 00:00:00 and the to time to be 23:59:59.
Click on ‘Export to CSV File’ to view the results of the search, the main value you need is Grand Total – these values can be added into the card value for the till declaration. If you have several terminals you will need to run the report for each terminal.
Note it may take up to 15 minutes for the last transaction to come through to the report.
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In the Back Office – Reports
Go to Webcom by browsing to https://www.commideaweb.com
You will need your System ID, Username and Password.
There are a variety of actions available, the main ones are reporting and searching for a specific transaction. These are shown below.
Running transaction reports
Select the type of report you are after; summary or detailed. Then select the accounts and date period you are interested in. Export the report to a variety of formats, whichever is more useful for you.
Search for a specific transaction
Select Transaction Search from the left hand menu to find information about a specific transaction.
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Get PTID Number
If you do not know which PTID number refers to which chip and pin terminal then it is simple to find out. You should only have to look this up once as it should stay constant for that terminal. Open up the terminal to do this, while the till is running right click on the Ocius icon in the bottom right corner. This will bring up a menu click view terminal.
Next click About on the Ocius terminal to bring up the following window – the third line down displays the PTID number for that terminal.
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