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Palm Treo 700W Addendum

Pocket verifier
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Pocket Verifier Addendum for the TRĒO 700W
Introduction
With the introduction of the TREO 700, Pocket Verifier has been enhanced to make use
of its Windows Mobile 5 Operating System, QWERTY Keyboard, Wireless
Communications, and Bluetooth capability.
This addendum expands on the Pocket Verifier User Guide and Tutorial. We recommend
that you use the Pocket Verifier User Guide and Tutorial for Pocket PC in order to
become familiar with the many features that Pocket Verifier has to offer.
In addition, while Pocket Verifier was designed to be to immediately work with your
TREO 700 and Pocket Spectrum Bluetooth Printer, we've also included detailed setup
and trouble shooting information towards the end of this addendum, should you have
changed the default Connection Settings on your TREO 700.
Contents
Pocket Verifier Installation .......................................................................................................... 2
Test Your Data Connection .......................................................................................................... 2
Step 1: Resetting your Pocket Spectrum to allow pairing........................................................... 3
Step 4: Setting the COM Port in Pocket Verifier ........................................................................ 5
Soft Buttons, Menu, and OK....................................................................................................... 7
Toggle Button ............................................................................................................................. 8
How to determine if you have a data plan with Verizon........................................................... 10
How to setup your data plan to work with Pocket Verifier....................................................... 11
Tips when establishing a connection and processing transactions............................................ 14
Pocket Verifier Addendum for TREO 700
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  • Page 1: Table Of Contents

    Pocket Verifier Addendum for the TRĒO 700W Introduction With the introduction of the TREO 700, Pocket Verifier has been enhanced to make use of its Windows Mobile 5 Operating System, QWERTY Keyboard, Wireless Communications, and Bluetooth capability. This addendum expands on the Pocket Verifier User Guide and Tutorial. We recommend that you use the Pocket Verifier User Guide and Tutorial for Pocket PC in order to become familiar with the many features that Pocket Verifier has to offer.

  • Page 2: Pocket Verifier Installation

    Pocket Verifier Installation Please follow the installation information found in the Pocket Verifier User Guide and Tutorial. If you are asked to choose a location where to install the software please choose the default location (Device). You may also ignore any warnings that appear and select YES or INSTALL to continue.

  • Page 3: Setting Up Pocket Spectrum

    Setting Up Pocket Spectrum There are only four simple steps for setting up the Pocket Spectrum to work with the Verizon TREO700. They are: 1. Resetting your Pocket Spectrum to allow pairing 2. Pairing the Pocket Spectrum with your Handheld TREO Device 3.
  • Page 4 3. Tap the Device 4. Turn the Pocket Spectrum (if it is not already on) and tap New Partnership... Wait until the Mobile Pocket Spectrum appears in the List (ie: MSP430026) 5. Select the Pocket Spectrum (i.e. MSP430026) 6. Tap Next 1000 7.

  • Page 5: Step 3: Setting The Bluetooth Com Port On Your Handheld Treo Device

    Step 3: Setting the Bluetooth COM Port on your Handheld TREO Device 1. From Bluetooth Settings, tap the Com Ports 2. Tap New Outgoing Com Port 3. Select the Pocket Spectrum device (i.e. now renamed as Spectrum) 4. Tab Next 5.
  • Page 6 7. Change the port number to the one selected above (i.e., 8. Tap 9. Tap Accept Your handheld device is now setup to work with Pocket Verifier and Pocket Spectrum! Note: If you are on the sales screen when the Pocket Spectrum is off and you would like to read a card, turn on the printer, wait for the single beep and linefeed, then click on the blue Bluetooth icon at the top right of the screen.

  • Page 7: Treo700 Keypad Controls

    TREO700 Keypad Controls Pocket Verifier makes use of the TREO 700 keyboard for providing additional flexibility for navigating between screens and entering information. Soft Buttons, Menu, and OK In most cases the right and left soft buttons will work the same as the outer must left on right buttons on the screen.

  • Page 8: Toggle Button

    Toggle Button The Toggle is actually button is actually 5 buttons in one. The center button is reserved of the TREO’s system commands such as message boxes. The up, down, left, and right toggles can be used f a used for a number of features in Pocket Verifier. When on the Credit Card Sales screen or...
  • Page 9 On the Credit Card Account Verification screens the Up toggle will rotate the screen 180 degrees so that your customer can add their signature (use the right soft button to rotate the screen back). Press here to return Press here to to the verification rotate the screen screen...

  • Page 10: Detailed Information For Setting Up And Using Your Wireless Connection

    Detailed Information for setting up and using your Wireless Connection Pocket Verifier uses your phone’s Wireless Internet Data connection to process transactions for real-time credit card approval and account transfer authentication. Thus, in order to use Pocket Verifier, you must have a data plan already setup with Verizon. The information below will help determine if your have a data plan and how to set it up to work with Pocket Verifier.

  • Page 11: How To Setup Your Data Plan To Work With Pocket Verifier

    Connectivity Icons: These icons will appear at the top right side of the Today Screen. These are the antenna icons. An X indicates that the phone is off. When the phone is on, the number of vertical bars to the left of the antenna indicates the strength of the signal. These are the data access icons.
  • Page 12 Determine the Internet Network Connection 1. From the Start menu, select Settings. 2. Tap the Connections tab, then the Connections icon. 3. Tap Advanced tab. 4. Tap Select Networks button. 5. Note the network used for connecting to the Internet under Network Management. In this example, My ISP (the Verizon default) is used.
  • Page 13 Setup the Internet Network Connection in Pocket Verifier The first time you start Pocket Verifier you will be asked to enter your Merchant ID, Merchant Password, and Activation Key (see the User Guide and Tutorial for details). In some rare instances, when you activate your account, you may need to set up the Internet Network for Pocket Verifier.

  • Page 14: Tips When Establishing A Connection And Processing Transactions

    Tips when establishing a connection and processing transactions Tip 1: If you want to stop and close a connection, tap on the icons when they have arrows. If there are no arrows, it means the connection is already closed. Tip 2: If you manually interrupt or close the Network connection, while you are trying to process a transaction, you must also click on the...

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