PharmaClik POS Gift & Phone Card Guide User Documentation
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© 2013, McKesson Canada. All rights reserved. The information contained in this document is proprietary to McKesson Canada.
Table of Contents 1.
Introduction .................................................................................................................................................. 1
2.
Adding Gift Cards to Product Manager .......................................................................................................... 2
3.
Adding New Prepaid Visa and MasterCard .................................................................................................... 5
4.
Successful Activation..................................................................................................................................... 7
5.
Unsuccessful Activations ............................................................................................................................... 9
6.
Gift/Phone Card Receipts ............................................................................................................................ 11
7.
Reporting .................................................................................................................................................... 15 Daily Sales Analysis .............................................................................................................................................15
8.
DOC Report ................................................................................................................................................. 19
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0BIntroduction
1. Introduction The Gift Card module is an electronic method of selling/activating Third Party Gift and Phone cards through your PharmaClik Point of Sale system. Gift and Phone cards will provide your IDA or Guardian store with a new sales opportunity. There are two types of cards that are available to be sold: 1. Gift Cards – From retailers such as Starbucks, Blockbuster, Home Depot, Future Shop, Roots, Best Buy, etc. 2. Phone Cards – Prepaid long distance and prepaid cellular phone cards, such as Bell Mobility, Vox, Fido, Telus, etc. This document will guide you through the process of selling/activating these cards.
Please note the following points about Gift Cards: 1. Gift cards will have two barcodes – a standard and a long barcode on the back of the gift card package. W hen selling a gift card, the clerk will scan the long barcode. 2. Each Gift Card has a unique barcode (long barcode) and each card must be scanned individually when sold. 3. Gift cards cannot be returned or voided. If the customer is paying by debit or credit, a transaction can only be reversed if payment is not approved by the bank and/or the gift card(s) fails to activate. Please note the following points about Phone Cards: 1. Phone cards will have only one barcode on the package. A long distance phone card will have the long barcode and a wireless phone card will have the standard barcode. For wireless phone cards, a PIN number will print on the receipt which the customer will use to activate the card. Each wireless card sold will produce a unique PIN number. 2. Phone cards cannot be returned or voided. If the customer is paying by debit or credit, a transaction can only be reversed if payment is not approved by the bank and/or the phone card(s) fails to activate. 3. Instructions for loading the customer’s cellular phone card, once purchased, are located on the back of the card. Please Note: Your PharmaClik POS system must be on the Integrated Debit/Credit program, updated to version 7.2.1 or higher and be on the McKesson VPN before the Gift Card module can be implemented. If you have further questions or require additional information or assistance, please contact the Customer Care at 1-800-387-6093. .
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1BAdding Gift Cards to Product Manager
2. Adding Gift Cards to Product Manager A variety of Gift and Phone cards will be pre-loaded into your PharmaClik POS system when you implement the program. However, from time-to-time you will need to add new cards before these can be sold at the till. Each new card type and denomination will need to be entered separately. For example, StarBucks Gift Cards are available in denominations of $15, $25, and $50. Each dollar value would have a different selling UPC code and each one will need to be entered into the Product Manager. Please Note: Each card will also have its own unique activation barcode (long barcode on the back of the card).
Note: The short barcode will be used to enter the item into Product Manager.
Note: Each card will have its own unique long barcode used for activation. This is the barcode that is scanned at the till.
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1BAdding Gift Cards to Product Manager
To add a new Gift card into Product Manager, follow the steps below: 1.
Open the Product Manager application on the PharmaClik POS menu.
2. In the barcode filed in Product Manager, scan the standard 12 digit UPC found on the top right hand corner on the back of the gift card package, as shown below. Please Note: If you are manually entering the card number, remember to drop the check digit (the last digit of the barcode).
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1BAdding Gift Cards to Product Manager
3. Once the barcode has been entered, a prompt will appear. Select the Create option and then input the information for the new product, as shown below.
4. Update all required fields including: • • • • • •
Report and POS Description Fineline (see information box below) Regular Retail Vendor (see information box below) Cost Taxes – Applies to Wireless and Long Distance cards but should remain unchecked for Gift Cards.
Important Note Gift Cards, Gaming Cards and Long Distance Cards must be added to Fineline ~~~~~BH. Wireless Phone Cards that generate a PIN on the receipt must be added to the Fineline ~~~~~BW. An error prompt will display at the Till if a Gift Card or Phone Card is attached to the incorrect Fineline.
5. Press the Apply or Add button once all the information has been entered. Gift & Phone Card Guide
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2BAdding New Prepaid Visa and MasterCard
3. Adding New Prepaid Visa and MasterCard Prepaid Visa and MasterCard require the customer to pay an activation fee at the time of purchase. The Activation Fee depends on the denomination of the card being purchased. A variety of Prepaid Visa and MasterCard gift cards, as well as all activation fees will be preloaded into your POS system when the program is implemented. However, you may need to add a new prepaid Visa or MasterCard at a later date. To add a new prepaid Visa or MasterCard into Product Manager, follow the steps below: 1. In the barcode field in Product Manager, scan the standard 12 digit UPC found on the top right hand corner on the back of the Visa or MasterCard package. 2. Once the barcode has been entered, a prompt will appear, as shown below. Select the “Create” option.
3. Update all required fields, including: • • • • • •
Report and POS Description Fineline: ~~~~~BH Regular Retail Vendor: BL1 Cost Taxes: Should remain unchecked as there are no taxes on Gift Cards.
4. Press the Apply or Add button once all the information has been entered. Note: The Chart below shows which Activation Fee is used with each Denomination. It also shows the Activation Code that is associated with what Activation Fee. This chart will be used in the next step. Visa $25 $50 $100
Gift & Phone Card Guide
MasterCar $25 $50 $100
Activation $3.95 $4.95 $5.95
Activation Fee 55557 55558 55559
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2BAdding New Prepaid Visa and MasterCard
5. Type in the Activation Fee Barcode in the Linked Item Field. Use the chart above to determine which code to use.
The Activation Fee Barcode in this example is 55559, which is the Activation Fee. The Activation Fee Barcode was used because the denomination of the card is $100.
When a prepaid MasterCard or Visa Card is scanned at the till, the retail price of the prepaid card and the activation fee will be combined, as these items are linked. The Total is $105.95 which is the combination of the Visa Card ($100) and the Activation Fee (5.95)
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3BSuccessful Activation
4. Successful Activation 1. Scan all items into the transaction including Gift and Phone Cards. Apply any coupons, discounts etc., as usual.
Note: When selling Gift Cards, you must scan this long barcode as opposed to the standard barcode pictured in the top right hand corner.
Please Note: If you accidentally scan the standard barcode, a message will appear on the screen advising you to scan the longer barcode.
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3BSuccessful Activation
2. Select the appropriate Method of Payment (i.e. Cash or Credit/Debit) and proceed as usual. 3. Once the funds have been acquire, the Gift/Phone Card activation process will start. The following screen will be displayed.
4. Once all Gift/phone Cards have been activated, the Card Summary will be displayed, as shown below. Ensure the customer has all the Active cards listed and the press Enter.
5. If one or more cards failed to activated, the cards that failed will need to be cleared and payment refunded. Please see the following section for detailed instructions.
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4BUnsuccessful Activations
5. Unsuccessful Activations After scanning all items into the transaction and acquiring the payment from the customer, if one or more cards failed to activate, the following screen will be displayed: Important Note If one or more cards fail to activate, all funds acquired must be refunded to the customer. The steps below outline the reversal procedures that must take place.
1. Press Enter. All Failed Cards and all Methods of Payment will be cleared from the transaction. 2. If the original method of payment was Debit or Credit, the Authorizing Void of Debit (or Credit) screen will be displayed, as shown below. If Debit, you MUST advise the customer to follow prompts on the pinpad. NOTE: If Credit, no customer interaction with the pinpad is required.
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4BUnsuccessful Activations
3. Once all methods of payment have been refunded to the customer, a new window will be displayed prompting, Failed Gift/Phone Cards and Payment Have Been Refunded. Please Select a Method of Payment to Finalize the Transaction. Press Enter to continue.
4. Once failed gift cards and methods of payment have been cleared, items remaining in the transaction (if any) will be displayed. Select a method of payment to finalize the transaction, as instructed above. Important Note The Gift and Phone Cards displayed on the screen have already been activated. The transaction cannot be canceled at this time. The funds that have been acquired for the cards have been refunded to the customer. Funds must be acquired again in order to finalize the transaction.
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5BGift/Phone Card Receipts
6. Gift/Phone Card Receipts Receipt A: Gift Card Activated Successfully Section 1 Gift Card Activated: Shows the card #, card type, and authorization # of an activated gift card.
Note The Gift/Phone card activation information will print on the customer’s copy of the receipt, only. A store copy of this information will no longer be printed.
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5BGift/Phone Card Receipts
Receipt B: Gift Card Declined with Payment by Credit/Debit
Section 1 Type: Purchase The original amount of funds acquired from the customer.
Section 2
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Type: Purchase Correction The funds are refunded back to the customer. This is a result of one or more cards failing to activate. The dollar value will always be the same as the original purchase amount.
Section 3 Type: Purchase The new amount of funds acquired from the customer. This amount is equal to the original purchase amount minus all failed gift and phone cards.
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Section 4 Gift Card Declined: Shows the card #, card type, and reason for a failed gift card. Gift Card Activated: Shows the card #, card type, and authorization # of an activated gift card.
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5BGift/Phone Card Receipts
Receipt B: Gift Card Declined with Payment by Credit/Debit
Section 1 Wireless PIN Issued: Shows the Card Description, Card Denomination, PIN #, Serial #, Blackhawk Order ID, and Card Status.
Section 2 Pin Number: This is the PIN number the customer will need in order to use the activated Phone Card. This should be pointed out to the customer at time of purchase.
Section 3 Terms and Conditions: This is where the Terms and Conditions are displayed from Black Hawk regarding the activated Phone Card.
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5BGift/Phone Card Receipts
Receipt D: ‘SAF’ Gift Card If a Gift card cannot be activated at the time of purchase due to a network connection issue, a message will be displayed on the receipt indicating the card will be activated within 24 hours. This does not apply to Wireless Phone cards that require a PIN on receipt.
Section 1
Gift Card will activate in 24 hrs: Shows the card # and card type. The authorization # will not be show as the card was activated while in SAF mode. The card will be activated and ready for use within 24hrs.
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6BReporting
7. Reporting Daily Sales Analysis From time-to-time you may wish to report on Gift and Phone Card sales. You may also wish to report on the cost of Gift and Phone Cards sold so that you can reconcile your Drug Trading invoice. The Daily Sales Analysis report can be printed for these purposes. To print the Daily Sales Analysis report: 1. Go to the Product Reports menu. 2. Open the Report Builder application. 3. Select the Daily Sales Analysis Report option and then press the Next button.
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6BReporting
4. On the next screen under the Item Selection tab, select the Vendor/Fineline option. 5. In the Select Vendor section, choose the Selected option.
6. Select the Include/Skip tab and then select the Zero Sales options under the Skip Items section. 7. Click Next to continue.
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6BReporting
8. Select the Vendor Black Hawk and then press the Add button to add it to the Selected Column. 9. Scroll down and search for Vendor DataWave and then press the Add button to add it to the Selected Column. 10. Press the Next button to proceed.
11. Enter the Start / Stop Date to report and then press the Next button.
Note: The Start and End Dates define the reporting period. If reconciling your DT invoice, you should choose the same dates that are included in your invoice. You may only be able to enter a start date 62 days from the current date depending on how much daily sales history you retain.
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6BReporting
12. Select the Vendor option under the Primary Sort Options. 13. Select the Report Type; the Detail option will list the name of each gift/phone card sold. The Summary option will list the vendor and the total.
14. Select the Preview option to view on the screen and then select the print icon if you wish to print the report.
Note: Each vendor will be listed separately with totals.
Note: The Cost Total should be used to reconcile.
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7BDOC Report
8. DOC Report If you are using the DOC Report, the new Gift and Phone card finelines will need to be added using the DOC Editors. For assistance, contact the Customer Care at 1-800-387-6093.
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Pharmacy Technology Solutions
McKesson Canada 131 McNabb Street Markham, Ontario L3R 5V7 1-800-3876093 www.mckess on.ca
© 2013, McKesson Canada. All rights reserved. The information contained in this document is proprietary to McKesson Canada.
