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Allpay Dosh EPoS Till User Manual

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  • Page 2: Table Of Contents

    Contents 1  What is Dosh? 4  2  How it Works 4  Account     Making a Payment     School and Parent Web Portal     3  Support and Training 5  Support     Training     4  Hardware Overview 6 ...
  • Page 3 6.2.2 Link Pupil to Meal Account     6.2.3 Assign Pupil Swipecard     6.2.4 Assign Pupil RFID Tag     6.2.5 Assign Pupil Fingerprint     6.2.6 Additional Settings for Pupils     6.2.7 Remove Pupil     Manage Users  ...

  • Page 4: What Is Dosh

    What is Dosh? allpay Dosh is a quick, cost effective system for the payment of meals in schools and colleges. allpay Dosh provides pupils with the ease of paying for their meals without cash changing hands, either at the EPoS (Electronic Point of Sale) till or within the premises. This results in faster transaction processing and reduced queuing times whilst removing risks associated with cash handling.

  • Page 5: School And Parent Web Portal

    Training In order to maximise the benefits of allpay Dosh for your organisation and to minimise time and administration in the future, we recommend that end users receive training prior to using the system. Please contact training@allpay.net...

  • Page 6: Hardware Overview

    Hardware Overview The allpay Dosh EPoS till comprises of several individual components. Some components are essential for unit operation; others are optional and provide increased flexibility for the user and the customer. EPoS Till Hardware Layout Swipecard Reader Power Indicator...

  • Page 7: Power Supply Connection

    Power Supply Connection The allpay Dosh EPoS till requires a standard UK 240V power source. To connect the power cable to the unit, follow the instructions below: Fig 2 1. Locate the port labelled 19V IN on the External Input Panel (see 2.

  • Page 8: Biometric Reader (Optional)

    NOTE: The biometric finger reader works by deriving a numerical value from the fingerprint. This numerical value is then stored and used to identify the customer when making future transactions. allpay do not keep an image of the fingerprint nor can it be reconstructed from the data stored.

  • Page 9: Logging Into The Epos Till

    Each new client will be supplied with a “Power User” account by allpay Limited. This account contains permissions to perform all tasks within allpay Dosh both on the EPoS till and through the web portal 2.3 School and Parent Web Portal (see Upon receiving logon credentials, the “Power User”...

  • Page 10: Users

    For authorised users only, the Users button located within the main menu screen allows the administration of accounts. Accounts include users of the allpay Dosh EPoS till (e.g. Power Users, Administrators and Caterers) and parents / guardians and their respective pupils.
  • Page 11 3. Select Accounts Fig 7 4. If linking the new parent / guardian to an existing account, tap Add Existing Account, otherwise, select Add New Account. 5. Tap on each textbox and use the onscreen keyboard to complete the following fields: Account ID: Unique identifier or enrolment number for account (9 character min) Account Name:...

  • Page 12: Assign Parent / Guardian Swipecard

    6.1.3 Assign Parent / Guardian Swipecard To allow account holders to top up their Dosh accounts, a swipecard is required. Each swipecard will carry a unique 19-digit number that will link to their account. For further information on how 2 How it Works swipecards function, see NOTE: In order to use this feature, an unregistered swipecard or valid 19-digit must be available.

  • Page 13: Generate Web Logon

    6.1.5 Generate Web Logon allpay Dosh accounts can be managed by parents using their own web portal. For more information, 2.3 School and Parent Web Portal . To issue parents with their own logon credentials, follow the steps below: NOTE: Parents will only be able to manage their allpay Dosh account providing they have a working internet connection and an email account.

  • Page 14: Remove User

    6.1.7 Remove User Using the EPoS till, it is possible to remove an account should the need arise. To remove a user account, follow the steps below: NOTE: Accounts with a negative balance cannot be removed until the debit is settled. 1.

  • Page 15: Manually Adjust Credit Balance

    6.1.9 Manually Adjust Credit Balance It is possible using the EPoS till to manually adjust the credit balance of specific accounts. This may be required should a payment be made directly to the institution rather than using the swipecard provided. 1.

  • Page 16: New Pupil

    New Pupil The allpay Dosh EPoS till allows new pupils to be registered at the same time as the parent / 6.1 New Parent / Guardian guardian. This is a continuation to the processes outlined in 6.2.1 Register New Pupil Details 5 Logging into the EPoS Till 1.

  • Page 17: Assign Pupil Swipecard

    4. To locate a meal account, select either Find by Account Details Find by Swipecard. 5. If using ‘Find by Swipecard’, swipe the account card or enter the 19-digit number manually. Select Assign > Save to complete. Otherwise, continue to the next step. 6.
  • Page 18 Fig 19 4. From the 10 fingerprints available (see ) tap the fingerprint the pupil wishes to use (e.g. Right Index Finger). Fig 19 5. Place the finger on the biometric reader. Confirmation of a successful scan will appear Fig 20 onscreen represented by a green tick (see Fig 20 6.

  • Page 19: Additional Settings For Pupils

    6.2.6 Additional Settings for Pupils Pupils may require specific account requirements or restrictions; these are managed within the ‘Additional Options’ menu. 1. Log into the EPoS till as a Power User or Administrator (see 5 Logging into the EPoS Till). 6.3 Manage Users 2.

  • Page 20: Manage Users

    Once created, accounts relating to the parent / guardian, pupil and EPoS till users may be managed directly through the EPoS till. Account management includes the ability to perform the following tasks: Search allpay Dosh database for live accounts (parent / guardian or pupil) Edit account details Assign swipecards...

  • Page 21: Sales

    Sales Upon logging into the allpay Dosh EPoS till, a user may process a transaction on behalf of the pupil. The transaction process has been designed for flexibility and convenience Pay Using Account Using the linked allpay Dosh account, pupils can pay for goods and services without having to carry cash or cards.

  • Page 22: Product Selection

    Fig 24 2. Once all products have been added to the basket, select Pay. 7.1.3 Account Payment 3. If paying via an allpay Dosh account, continue to . If paying by cash, 7.2 Pay Using Cash 7.3 Pay Using Combined proceed to .

  • Page 23: Pay Using Cash

    Pay Using Cash NOTE: Although allpay Dosh is primarily a cashless system, the functionality to accept cash as a method of payment remains. The use of this function is entirely at the discretion of the user. 5 Logging into the EPoS 1.

  • Page 24: Pay Using Combined (Cash & Account)

    Pay Using Combined (Cash & Account) Using the EPoS till, it is possible to accept a payment using both cash and funds loaded onto an allpay Dosh account. 5 Logging into the EPoS 1. Log into the EPoS till as a Power User, Administrator or Caterer (see Till 2.

  • Page 25: Refund Transaction

    Refund Transaction NOTE: Only transactions processed using an allpay Dosh account are eligible for refunds To refund a transaction, follow the instructions below: 5 Logging into the EPoS 1. Log into the EPoS till as a Power User, Administrator or Caterer (see Till 2.
  • Page 26 8. To void the transaction and refund the account, select Void Transaction. To modify the quantity of a product, select the buttons in the appropriate product row and Save. Finally to add additional products to the transaction, select Add Items and choose from the product selection followed by Save.

  • Page 27: Reports

    For authorised users only, the Reports button located within the main menu screen allows the interrogation of data stored on the allpay Dosh system. The reporting function contains a number of report templates to allow rapid access to information. These can be used for reconciliation, query resolution or just for information only.

  • Page 28: Available Reports

    8.3.1 Current Balances Using the current balances report, it is possible to view the account balance status across all pupils in the allpay Dosh system. This report does not require the user to specify a date range. 8.3.2 Transactions Upon specifying a specific data range, it is possible to view a comprehensive list of transactions between those dates.

  • Page 29: Summary Report

    The report will also display a grand total. 8.3.5 Payment Types The EPoS till can process a transaction using a registered allpay Dosh account, cash or an emergency meal. The payment types report details a high level summary of all 3 transaction types including the total value and quantity of stock sold.

  • Page 30: Available Products

    This menu option is available to administrators only For authorised users only, the Available Products button located within the main menu screen allows users to modify the product list displayed during the sales process on the allpay Dosh EPoS till. Accessing Available Products Products listed on the EPoS till are completely customisable.

  • Page 31: Appendix

    10 Appendix 10.1 EPoS Till Users and Permissions Permission  Power User Admin Caterer  User Users  Register New      Parent/Guardian   Edit Parent/Guardian     Details Delete Parent/Guardian     details Register New Pupil      Edit Pupil Details ...

  • Page 32: Frequency Asked Questions

    10.2 Frequency Asked Questions What happens if a guardian or pupil has no credit on their account? A: If required, a Power User or Administrator may issue an ‘emergency meal’. To allow this option, refer to 6.2.6 Pupil Additional Options for more information.
  • Page 33 How do I link multiple pupils to guardians? A: Each pupil requires their own meal account. Begin by locating the appropriate guardian account and add an additional meal account (see ). Once setup, add the new pupil (see 6.1.2 Create Parent / Guardian Meal Account 6.2.1 Register New Pupil Details ) and link to the newly created meal account (see...
  • Page 34 Telephone and email support is available from allpay during office opening hours. Office opening hours are 8:30am to 5:30pm Monday to Friday. Please call or email 0844 381 9230 with any support queries. doshsupport@allpay.net allpayPublic DQR 0.1 DRAFT...

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