Retail Point-of-Sale Solution

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Retail Point-of-Sale Solution
Copyright 2008, First Data Corporation. All Rights Reserved.
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More transactions… more information
First Data processes more payments globally than any other provider which enables
our customers to efficiently gather, integrate, and understand transaction data across
payment types
Global merchant transactions
33.9 Billion
Worldwide merchant locations
5.4 Million
ATM & retail locations offering PIN-secured debit
2.1 Million
Worldwide card accounts on file
736 Million
Global card issuer transactions
15.9 Billion
US Check Acceptance/Remittance Processing
1.1 Billion
Copyright 2008, First Data Corporation. All Rights Reserved.
Merchant Services
• 5.4 million merchants worldwide
• Industry-leading 99.99% network availability with multi-site
redundancy
• Integrated debit, credit, prepaid and
check solutions
• Vertical market expertise yielding best practices and
innovation
• Experienced sales and relationship
managers able to consult on your specific payment needs
• 24 x 7 customer services handling 76 million calls/year
Copyright 2008, First Data Corporation. All Rights Reserved.
Our Solution
First Data’s Newly Redesigned FD POS Retail Solution provides:
Cash Register Express (CRE) Software by pcAmerica
Posiflex Hardware
First Data’s one stop payment processing service
All combined to provide merchants with BEST in class solution for the retail marketplace.
Copyright 2008, First Data Corporation. All Rights Reserved.
Cash Register express is a cost effective, feature-rich point of sale
system that helps you increase efficiency and accuracy, lower
operating costs and manage your inventory.
Easy-to-use retail point of sale system.
Automate checkout, inventory tracking, customer loyalty, reporting,
employee management and more.
Point of sale software has dozens of features in a package that is easy
and affordable enough for independent retail stores and capable of
sharing data between multiple stores.
Copyright 2008, First Data Corporation. All Rights Reserved.
How does it work?
The newly redesigned First Data POS Retail Solution consists of three retail
designed components:
A personal computer at the point-of-sale powered by a 1.5 GHZ Dothan
Processor (Celeron M) with a 40 GIG Hard Drive SATA interface.
A software package leveraging pcAmerica technology that handles inventory
and customer management.
A First Data system that will allow processing of various payment types
including credit, debit, gift/loyalty, EBT, and checks.
Copyright 2008, First Data Corporation. All Rights Reserved.
What’s Included?
Bar Code Scanner (Symbol)
Posiflex Monitor w/built in hard drive and
Mag Reader
Cash Drawer
Keyboard
Pc America CRE software
Thermal Receipt Printer Optional
VeriFone 1000 SE PIN pad (PIN debit entitled)
Dial back up terminal in case internet is down
Copyright 2008, First Data Corporation. All Rights Reserved.
Optional Peripherals
Bar Code Express Printer (Zebra)
TPG Check Reader/Printer
Pole Display Unit (purchased separately)
Employee Swipe Cards (available through pcAmerica)
Back office software (purchased separately)
Copyright 2008, First Data Corporation. All Rights Reserved.
Why Posiflex?
100% dedicated to the POS business
Can be found in many prominent national Chains
Used by competitive software vendors due to reliability and durability
Worldwide presence
Provide Hardware solutions for the US Government
Founded in 1984 and located in Hayward, CA
Grown to 27 subsidiaries worldwide
Offers the most comprehensive line of hardware in the industry
4 time winner of the "The Symbol of Excellence" award and other industry awards
Copyright 2008, First Data Corporation. All Rights Reserved.
Why pcAmerica?
Computerizing retail stores since 1985, pcAmerica founders wrote and sold
one of the first accounting packages to run on a PC computer. In 1994,
pcAmerica released the first Windows point-of-sale program.
Tens of thousands of users, around the world, using software and systems
from pcAmerica. (ie: Goodwill Industries, Corinthian Colleges, Airport
Wireless / PalmOne, and various US Embassies and Consulates.)
Staff consists of educated, POS experts who know everything about our
products and the point of sale industry. Support staff assists customers from
around the world.
Cash Register Express, retail POS software, was built using the industry input
and feedback of thousands of users.
Copyright 2008, First Data Corporation. All Rights Reserved.
Challenge: POS Limitations
Not enough functionality!!!
No Matrix inventory or Layaway
No complex products or tracking of rental businesses
Expensive Support Plans
Limited salability to about 20% of retail market
No Electronic check acceptance
Copyright 2008, First Data Corporation. All Rights Reserved.
Features and Benefits
Inventory Tracking- Over a dozen different inventory reports provide the tools
you need to make smart business decisions.
Clothing Matrix- easily manage all of your styles, each with several size and color
combinations.
Layaway- simple feature offers selling higher priced merchandise that customers
can't afford all at once.
Gift Receipts- Print separate gift receipts for some or all of the items on a
transaction, can be printed after the transaction, scan a gift receipt for returns.
Gift Registry- interface is built into the software to provide several new potential
customers to the store. Print outs of the registry available for shoppers, deducts
quantities from the registry automatically when purchases are made.
Copyright 2008, First Data Corporation. All Rights Reserved.
Features and Benefits
Kitting-parent/child inventory- maintain knowledge and PO status of case and carton
inventory items (carton vs. pack), removes multiple items from stock by selling one SKU i.e. Gift
Basket.
Rental Support- track who has the product and when it is due to be returned.
Flexible Pricing- ‘boost pricing’ and sales option to help sell old product and increase sales.
QuickBooks integration- a very robust integration with QuickBooks that will allow for
importing of items, customers, and suppliers.
Copyright 2008, First Data Corporation. All Rights Reserved.
Features and Benefits
Multi-Site Functionality- connect 2 stores or 200 stores together over multi-site,
in real time.
Reporting- Over 75 built-in reports help business owners make more informed
decisions.
QuickBooks integration- a very robust integration with QuickBooks that will
allow for importing of items, customers, and suppliers.
Employee Commissions- automatically generate commission reports for each
of your staff members based on what they sold.
Copyright 2008, First Data Corporation. All Rights Reserved.
Clothing Matrix
Easily manage all of your styles, each
with several size and color
combinations.
View stock values for each size/color
combination at a glance.
View items on order. An place new
orders, in the same easy matrix.
Automatically create SKU numbers and
print bar codes for items with no bar
code.
Copyright 2008, First Data Corporation. All Rights Reserved.
Layaway
Simple layaway feature makes the
transaction a fast and easy process.
Minimum deposit amount ensures your
cashiers won’t accept a layaway for less
than allowed.
Offering layaway in your store helps you sell
higher priced merchandise that customers
can’t afford all at once.
Easily place payments and track the status
of each of your layaways.
Stock levels are reduced when item is on
layaway and automatically replenished if
the layaway is cancelled.
Copyright 2008, First Data Corporation. All Rights Reserved.
Employee Commissions
Reduce theft, employees know each event is logged
under their ID.
Identify the efficiency of each of your
employees.
Time clock to automatically calculate
employee hours and wages.
Award commissions to employees that sell certain
items.
Each employee has their own unique ID and
password.
Copyright 2008, First Data Corporation. All Rights Reserved.
Gift Receipts
Print separate gift receipts for some
or all of the items on a transaction.
Gift receipts can be printed AFTER
the transaction for customers who
forgot to ask.
Scan a gift receipt at the register to
return items for the amount they
were actually purchased for.
A bar code is printed on the bottom
for
quick returns and exchanges.
Copyright 2008, First Data Corporation. All Rights Reserved.
Gift Registry
A gift registry brings several new potential
customers into your store who come to buy
gifts for the registrant.
Print out a gift registry list that shoppers can
carry around the store with them.
Easily deduct quantities from the
registry when purchases are made.
Registry quantities automatically
updated as purchases against
the registry are made.
Copyright 2008, First Data Corporation. All Rights Reserved.
Flexible Pricing
Flexible pricing and sale options to help
you best boost sales and sell old product.
All pricing options automatically kick in
when the items are scanned keeping
discounts automated and out of the hands
of your cashiers.
Bulk pricing (ex: 1 for $4, 3 for $10)
encourages customers to buy higher
quantities.
Time based happy hour pricing helps you
drive business in during slow times.
Copyright 2008, First Data Corporation. All Rights Reserved.
Inventory Tracking
Inventory quantities are
automatically reduced when sales
are made.
Purchase orders are built in and
automatically increase inventory
levels during receiving process.
Assign one or multiple vendors to
each item, each with their own
reorder cost.
Run discrepancy reports to identify
theft and shrinkage, reducing
costs and boosting profits.
Copyright 2008, First Data Corporation. All Rights Reserved.
Multi-Site Functionality
Control your stores remotely,
reducing hands-on time.
Data is passed in real time over the
high speed internet connection.
View reports from any store or group
of stores in real time.
Make changes to inventory,
customers, menus, etc. for any store
or group of stores, the changes will
automatically distribute to the
effected stores.
Copyright 2008, First Data Corporation. All Rights Reserved.
Reporting
Quickly view sales, profits and
performance statistics over any time
period.
See your best selling menu items and
categories.
Analyze hourly sales to help you make
smarter staffing decisions.
Advanced reporting tool allows you to
create your own reports.
Copyright 2008, First Data Corporation. All Rights Reserved.
PIN Pad
Accept PIN-secured payments at the point-of-sale
Achieve compliance with the latest specifications
for PIN entry devices, including Triple Data
Encryption Standard (DES) certification, Master
Session, and Derived Unique Key Per
Transaction (DUKPT) industry standards
Monotone beeper provides audio feedback that
lets users know that a key has been processed
successfully
Secure microprocessor and ultrasonically sealed
case meet the highest security requirements
Copyright 2008, First Data Corporation. All Rights Reserved.
PIN-Secured Debit vs. Signature Debit
Cardholder Benefits
Merchant Benefits
Convenience
Fewer chargebacks
Consumer Security
Potential Lower cost
Additional payment option
Speed of checkout
Cash back option
Cash back option
Secure
Reduced chance of identity fraud
Able to use preferred form of payment
Speed of checkout
Ease of use
Builds consumer loyalty
Copyright 2008, First Data Corporation. All Rights Reserved.
Gift Cards Help Increase Revenue at YOUR Store!
• Gift Cards increase revenue and generate 2 to 10
times more sales than paper certificate programs.
• Purchases made with a gift card are 30-60% higher
than the average ticket.
Copyright 2008, First Data Corporation. All Rights Reserved.
Brand Awareness and Customer Loyalty!
• Build your brand – the customer is reminded of your store every time they open
their wallet and see your card.
• Gift cards undoubtedly bring in new customers, new store traffic, increased revenue
and incremental sales.
• Cards can be reloaded with value, creating a loyal customer and ensuring repeat
business. Customers like plastic; switching from a paper-based to a card-based gift
program results in higher customer participation.
Copyright 2008, First Data Corporation. All Rights Reserved.
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Gift Cards Keep Money in YOUR Store!
• Gift Cards can be used as a store credit, refund or even discount sale alternative.
• Reduces Fraud! Cards are only valid when activated through your terminal. 24//7
reporting options give you immediate access to all transactions.
• Breakage always stays on the gift card; prompting a return visit to your store and
keeping your customer out of your competition’s store!
Copyright 2008, First Data Corporation. All Rights Reserved.
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The Gift Card Marketing Package
• Everything needed to promote your gift
cards.
• Gift Card Carriers
• Posters
• Decals
• Gift Card Stands
Copyright 2008, First Data Corporation. All Rights Reserved.
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ClientLine® Online Reporting Tool
(Demo available at https://www.myclientline.net)
Help Your Business
Access payment processing information 24 hours a day, seven days a week
Drill down into funding events and reconcile total sales
Schedule report distribution
Help Your Customers
Stay informed while managing your business and get fast resolution of disputed charges
Features
Dashboard view for a snapshot of processing information, including recently posted/funded transactions and fees
Detailed reports for drilling down into specific locations, transaction types, adjustments and more
Summary information for up to 13 months and 6 month detail history
Query builder to construct reports based on selected fields, across selected merchant locations
Reporting that can be e-mailed or faxed wherever you need
Dispute reporting to help you manage chargeback and retrieval expenses
Copyright 2008, First Data Corporation. All Rights Reserved.
TeleCheck® ECA® Will Produce Significant Savings
Cost Category
Impact
Bank Fees
Converted checks not deposited
Float
Faster clearing on portion of checks
Labor
Faster deposit preparation
Office
Fewer headaches to manage
Collections Efforts
Collections integrated into settlement
Uncollected Returns
Outsourced as part of warranty
Copyright 2008, First Data Corporation. All Rights Reserved.
Check Main Station with 1,000 custom gift cards
• 36 Month Lease to Own = $ xxx.xx
• 48 Month Lease to Own = $ xxx.xx
• Purchase Out Right
= $ x,xxx
($xxx.xx w/o gift cards)
($xxx.xx w/o gift cards)
($x,xxx w/o gift cards)
Standard Main Station with 1,000 custom gift cards
• 36 Month Lease to Own = $ xxx.xx
• 48 Month Lease to Own = $ xxx.xx
• Purchase Out Right
= $ x,xxx
($xxx.xx w/o gift cards)
($xxx.xx w/o gift cards)
($x,xxx w/o gift cards)
What’s Included?
• Bar Code Scanner (Symbol)
• Posiflex Monitor w/ built in Hard drive and Mag Reader
• Cash Drawer
• Keyboard
• Pc America CRE software
• Thermal Receipt Printer
• VeriFone1000 SE PIN pad
Copyright 2008, First Data Corporation. All Rights Reserved.
Copyright 2008, First Data Corporation. All Rights Reserved.
AE Info Slide
• The following slides are information that you should think about deleting
when presenting to a merchant. It is really for AE eyes only.
Also, included is a rates and fees page at the end of the customer PowerPoint
for you to change, etc.
I would also include a mock gift card for the prospect.
Copyright 2008, First Data Corporation. All Rights Reserved.
What Happens Next
Leave a copy of the ‘What Happens Next’ document with the merchant and ask them to initial each section
of your copy.
An electrical outlet must be supplied at each point of sale station with proper surge protection.
High speed internet access is required with connection at the checkout; dial-up and wireless will not work.
You must have adequate counter space available and any old systems must be removed from area.
All of the above items must exist for a successful phone installation to take place. If any of the above
items do not exist the install may not be completed resulting in a billable follow up installation.
For under the counter wiring, the countertop should have a grommet hole drilled at least 2" in diameter.
Copyright 2008, First Data Corporation. All Rights Reserved.
Markets to Avoid
Merchants requiring recurring billing functionality
Merchants requiring mail order
Table service and/or kitchen based establishments
Retailers taking special/customer orders
Merchants initially requiring Contactless
Merchants who require FSA/HSA card acceptance
Merchants who require integration into a Web store (i.e. Yahoo store)
Merchant requiring calendar/scheduling requirements (future enhancement)
Merchants requiring petroleum transactions
Merchants requiring tip functionality
Copyright 2008, First Data Corporation. All Rights Reserved.
Hardware Warranty and Software Support
Warranty for hardware is 3 years (includes all hardware)
3 years of phone software support included (Level I and II Software Support)
Hours of Operation: 24x7x365
3 years of software upgrades included
Additional software support can be purchased by the merchant through
pcAmerica
Copyright 2008, First Data Corporation. All Rights Reserved.
Software Licensing
The software license is transferable if a merchant sells his/her retail business.
New owner would need to have:
a new merchant account
contact pcAmerica for installation of new merchant account
information
sign up for a one year support agreement from pcAmerica (support
services are NOT transferrable)
Copyright 2008, First Data Corporation. All Rights Reserved.
Installation
Once all pre-wiring has been completed, merchant should call pcAmerica at
(800) 722-6374 X 277 to schedule the over-the-phone installation.
pcAmerica will confirm your pre-wiring and internet requirements are complete
prior to approving the installation.
If you require an on-site installation, please contact pcAmerica and they will
work to get an installer to your location for an additional fee. This fee will be
assessed directly from pcAmerica to the merchant.
The installer will contact the merchant via phone at the agreed upon date and
time to walk you through the installation. Please set aside 2 hours for the
installation but in general it will take less than that to complete.
Copyright 2008, First Data Corporation. All Rights Reserved.
Merchant Training
pcAmerica will provide:
• Merchant Training 2 hours
• Level I and II Software Support for merchants (3 years included)
• (800) 722‐6374 X 277
Copyright 2008, First Data Corporation. All Rights Reserved.
How to Set Up the First Data Retail Solution
COM3 Port- Thermal Receipt Printer
USB0 Port - Barcode Scanner
USB1 Port - PIN Pad
USB2 Port – TPG (Check Reader /
Printer)
COM4 Port - Zebra Barcode Printer
COM2 Port - Optional Pole Display
USB3 Port - 2GB Flash for database
back - up purposes
Copyright 2008, First Data Corporation. All Rights Reserved.
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