First Data®
POS Value Exchange
© 2004, Cardservice International, Inc. All rights reserved. All trademarks, service marks and trade names referenced in this material are the property of their respective owners.
Great Brands
Microsoft Dynamics – Point of Sale Version 2.0
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Inventory Management
Customer Tracking
Integrated Payments
HP rp5000 POS System
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Retail
3-Year Warranty
First Data Payment Processing
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Credit and PIN Debit
First Data Gift Card
TeleCheck Check Services
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Introduction
What is the POS Value Exchange System?
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3 strong partners creating a bundled solution for small merchants
• Hewlett Packard (HP)
• Microsoft
• First Data
A business management solution that provides value beyond
payment processing
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Increased merchant retention
A platform for future value-added products and services
Why offer the POS Value Exchange System?
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Merchant processing is a commodity
Merchants are embracing technology
Independent retailers need tools to compete
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Included Hardware
Preloaded with Microsoft
Point of Sale Software
HP 15” LCD touchscreen flat
panel monitor
HP USB mini
magstripe reader
HP USB POS
keyboard
HP USB thermal
receipt printer
HP rp5000 Point of
Sale base system
HP USB bar code
scanner
HP Cash drawer
Ingenico i3010
PINpad
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Additional Bundle Components
Microsoft Windows® XP PRO Operating System
Microsoft Office Accounting 2007 Professional Edition
3-year warranty from HP
30 days free support from Microsoft
One year Microsoft OneCare AntiVirus
Onsite installation
One hour phone/Web training
Level 1 and level 2 help desk support
Unit delivered preprogrammed
Shipping
First Data POS Value
Exchange
Differentiated Offering
Optional peripherals for purchase
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Customer Pole Display
Bar Code Label Printer
Wireless Scanner
Cash Drawer Till Insert
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Microsoft Dynamics
Point of Sale Software
Inventory and PO Management
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Inventory entry, control, counts, tracking and planning
Barcode label creation and printing capable – printer is an optional
peripheral
Purchase order creation, tracking and reconciliation
Replenish stock based on sales performance
Customer Management
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Create customer records
Maintain customer mailing lists
Track customer purchases
Create sales campaigns
Drive store traffic
Offer discounts
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Microsoft Dynamics
Point of Sale Software
Sales Entry
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Ring up items, compute totals and print receipts
Accept payments: credit, PIN-debit, gift cards checks and
cash
Bar code scanner for “touchless processing”
Place orders on hold and recall POS sales statistics
Locate items and check availability
IP connectivity for speedy transaction processing
Easy to learn and use
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Learn POS procedures in minutes with Practice Mode,
various wizards and intuitive touch-screen interface
Ease of use and installation with lots of connectivity
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Cashier View
Microsoft Dynamics
Point of Sale Software
Employee Management
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Track and manage employee timecards – (timecards do not
integrate with payroll)
Security management by employee
Streamlined employee training in POS
Retail employee training
Reports and Analysis
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POS sales totals
Top customers
Detailed sales reports
Taxes calculated
Sales by product category
Accounting interface
Sales analysis
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Manager View
Microsoft Dynamics
Point of Sale Software
Integration
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Integrates with Microsoft Word, Excel and Outlook
Accounting integration
• Microsoft Office Accounting included
• QuickBooks Accounting for daily sales totals
Custom reporting
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Easy-to-use report writer as well as standard reports
Built-in support creating custom reports with extensive
export capabilities
Rich set of built-in reports that can also be modified and
saved
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Sample Report
Summary of Merchant Benefits
Speedy checkout
Inventory management
Customer tracking
Simplified setup process
Microsoft application compatibility
Accounting integration
Enhanced transaction processing
Familiar and flexible stock and sales methods
Provide more personal and professional customer service
Spot trends and customers’ needs and wants
Employee training with Practice Mode and various wizards
Automated inventory tracking
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Target Markets
© 2004, Cardservice International, Inc. All rights reserved. All trademarks, service marks and trade names referenced in this material are the property of their respective owners.
Target Markets
Single location retail operation (no restaurant)
Multi-store, independently managed stores
Stores with 1-5 checkout lanes
Store with no POS solution
Independent merchant
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Examples within Target Markets
Nurseries and garden centers
Miscellaneous food, specialty markets, convenient
stores not needing Petroleum support
Small, independent auto parts stores
Electronics stores
Pharmacies
Package stores—beer, wine and liquor
Sporting goods stores
Gift shops
Clothing stores
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Service and Support
© 2004, Cardservice International, Inc. All rights reserved. All trademarks, service marks and trade names referenced in this material are the property of their respective owners.
Supported Transaction Types
MasterCard, Visa and Discover
American Express
PIN-Based Debit
First Data Gift Cards
TeleCheck Check Warranty/Verification
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Setup Process
Retail merchants only (does not support restaurant)
Indicate POS Value Exchange in the merchant
application (Bundle A or B)
Buypass platform
Lease options available through FDGL
Deployment Form must be submitted with the
merchant application
Allow 10-14 business days of full deployment
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Support
Installation by IngramMicro (Level 2 Support)
First Data Help Desk (8:00 a.m. – 8:00 p.m. EST, 7
days a week)
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(800) 430-3396
Telephone training
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