Smart Terminal User Guide

Icon Menu

  • Home Icon
  • Help Menu
  • Add a Customer
  • Open/Close Register
  • Register
  • Numeric Keyboard
  • Item Menu
  • Saved Orders
  • Invoices
  • Customers
  • Transaction History
  • Refund Transaction
  • Void Transaction
  • Tip Management
  • Manage Menu Items
  • Reports
  • Funding Request

Setting up your Terminal

Connect to WiFi

The A920 supports Wi-Fi for network and internet access.

Wi-Fi settings are located within the Android Settings option. From the IDLE screen select the Settings Icon.

Input the Settings password (9876) and then select the green check button and then OK.

Slide the Wi-Fi toggle swith. Then select the Wi-Fi option to see the available Wi-Fi networks. Only local Wi-Fi networks that have the SSID broadcast option enabled will be displayed.

To view or edit the network settings select the desired Wi-Fi network.

DHCP Setup: After selecting the desired Wi-Fi network, input the Wi-Fi case sensitive password and select CONNECT. When the terminal has successfully connected to the Wi-Fi access point the Status will display “Connected”.

Static Setup: After selecting the desired Wi-Fi network, input the Wi-Fi case sensitive password and select Advanced options. In the IP settings select the Static option. In the IP address enter the static IP address. In the Gateway section enter the gateway address. Next, in the Network prefix length, enter the network length. In the DNS 1 section enter the DNS 1 IP address. In the DNS 2 section enter the DNS 2 IP address. Select the CONNECT option to save settings and exit.

CELLULAR COMMUNICATIONS

A 4G SIM card is required to support cellular.

For the terminal to communicate with the host or to download applications, the communication method should be configured in advance. The required Mini-SIM card size is 25mm (0.984252”) x 15mm (0.590551”).

Installing a SIM card: Turn off the terminal. Turn it upside down and remove the battery cover plate by sliding the switch to the right. The slide switch maybe tight. Lift the cover from the bottom and pull up.

Remove the battery, lifting from the bottom, and pull it out. Under the battery there is 1 SIM card and 2 SAM card slots. Locate the SIM card slot and insert the SIM card into the slot.

Insert the top of the battery first, then lower the back of the battery into the terminal. Replace the battery cover by inserting the top first then lowering the back side down. Slide the lid switch to the left. The slide switch maybe tight.

Turn the terminal on. From the IDLE screen select the Settings Icon.

Input the Settings password (9876) and then select the green check button and then OK.

Select More and the select Cellular Networks to access those settings.

Getting to Know the App

Shortcut Icons

As you click on any of the buttons in the Home screen, you will see the icons below at the top of the screen in the blue navigation bar.

Home Icon– Will take you to the Choice Application Dashboard from anywhere in the system. Any open actions will NOT be saved.

Help Menu- provides added shortcuts and helpful services.

Dashboard will bring up the Choice dashboard from any other screen in the system.

Support– will send a message to the Choice Support staff member and result in a call from a trained representative who can answer your questions.

Tutorials– offers a selection of demonstrations of the functions of your terminal.

Feedback– will submit your suggestions or opinions about the system and how we can improve it.

Logout– will exit the system and open the PIN screen.

Customer Icon– brings up the Add Customer screen where you can search for an existing customer or add a new one and assign them to the transaction you are currently running.

Clock In

  1. Enter your PIN and select Clock In.

  2. You are now Clocked In. 

  3. Tap Sign In and the Dashboard will open.

Clock out

  1. Select Log Out from the Help Menu.

  2. Enter your PIN and select Clock Out.

  3. You are now Clocked Out.

Sign In to the system

  1. Sign In with PIN: Enter your PIN and select Sign In.

  2. As you sign In the Dashboard will open.

OPen the Register

  1. Select Open/Close from the Choice Dashboard.

  2. This will open the Open Register screen.

  3. Enter the Cash drawer total.

  4. Select Open Register to start the cash register.

  5. The screen will return to the Dashboard.

CLOSE the Register

  1. Select Open/Close from the Dashboard.

  2. This will open the Close Register screen. Select Close Out Register.

  3. Enter the cash drawer total in the Actual Close Amount field.

  4. Enter any notes in the Add Notes field.

  5. Select Close Register.

  6. Select Yes from the confirmation screen to close and batch all sales from the register.

  7. A Close Summary Report will appear. Select Print or Email to send the report and return to the Dashboard. Select Other to open the Reports menu from the right side and select Summary, Detailed or CC Batch for additional report information.

Running Transactions

Create an order

  1. Select Register.

  2. This will open the Current Items screen.
  3. Enter items manually using the numeric pad. Tap the green Plus sign to enter the items into the order.

  4. Select the Menu Drawer on the left hand side to add the items from the menu of items you created.

  5. Choose the items you want to add to the order.

  6. Return to the Current Items screen by tapping the keypad icon.

  7. Review and edit items in the order by tapping the Current Items count at the top of the screen.

  8. Once all the items are added choose the payment type.

Save an Order

At any point while creating an order, it can be saved and completed or changed at a later time. Orders can be saved to individual customers using the Add Customer button.

  1. From the Current Items screen, tap Other or swipe left from the right edge of the screen to open the Actions menu.

  2. Tap the Save button at the top of the menu.

  3. The screen will return to the Register.

  4. Saved orders can be accessed from the Dashboard.

  5. Tap on the desired order and choose to Complete or Delete the order in the pop up window that appears.

  6. The selected order will be loaded back to the register and can be edited or completed.

Accept Credit Payment

  1. Once all items are added to the register, select Credit to accept payment by credit card.

  2. The screen will prompt to Turn the Device toward the customer. If the account uses Cash Discount, the customer will review and accept the Cash Discount terms. They will tap Agree to proceed.

  3. This will open the Total Due screen which will display all the items added to the order and Subtotal, Sales Tax, Service Fee and Cash Discount. The customer will select Next to proceed to pay the order.

  4. If the account accepts Tips, the Tip Option window will appear, with options for three predetermined amounts, Custom Tip amount or No Tip option. Once the customer makes their selection, they will proceed to the Payment screen.

  5. From the Payment screen, the customer will be directed Tap, Swipe or Insert their card and process their credit card payment.

  6. The receipt screen should open with Transaction Completed approval code and the option – “How would you like your Receipt?”

  7. Choose Print Receipt, No Receipt or Send (email and/or text).

  8. The order is completed and the screen will return to the Register.

  9. Select Transactions to verify or review the order. 

Accept Cash Payment

  1. If customer wants to pay by cash, select Cash.

  2. This will open the Total Due screen which will display all the items added to the order and Subtotal, Sales Tax, Service Fee and Cash Discount. Select Next to proceed to pay the order.

  3. Enter the specific amount or select the Cash Received amount from the provided options and select Pay Now.

  4. The receipt screen should open with Change Due amount and option – “How would you like
    your Receipt?”.

  5. Choose Print Receipt, No Receipt or Send (email and/or text)

  6. The order is completed and the screen will return to the Register.

  7. Select Transactions to verify or review the order.

Void a Transaction

This will only work for transactions in an open batch.

  1. Select Void from the Dashboard.

  2. This will open the Voids List which will display only the transactions that are able to be voided.

  3. Locate the Transaction using the Search/Filter function at the top of the screen. Tap to select the Transaction.

  4. Tap the Void button. Enter Reason for Void and tap Void.

  5. If prompted to confirm the action, tap Confirm.

  6. Transaction Details screen will display the Voided confirmation. Tap Print to generate receipt.

Generate a Refund

This is to refund a transaction in a closed batch.

  1. Select Refund from the Dashboard.

  2. Locate the Transaction using the Search/Filter function at the top of the screen. Tap to select the Transaction.

  3. Enter Refund Amount and Reason for Refund and tap Issue Refund.

  4. Insert or swipe card or manually enter the card number to process the refund.

  5. Transaction Details screen will display the Refund confirmation. Tap Print to generate receipt.

Save a Customer

Saving Customer information will allow you to send email or text receipts without needing to enter the information each time a customer makes payment.

  1. Select Customers from the Dashboard to view the Customers list.

  2. Tap Create New. This will open the Customer Quick-Add screen.

  3. Enter customer First Name, Last Name, Mobile Phone and Email.

  4. If desired, tap Add More Details to enter a more detailed profile. Address, Birthday, Anniversary, etc.

  5. Tap Save and the screen will return to the Customers list.

Invoicing

Create an Invoice

  1. Select Invoices from the Dashboard to open the Invoices list.

  2. Tap Create New to open a new Invoice form.

  3. Tap Customer Name to select the Customer from the Customer List. To add a New Customer, see Save a Customer. Tap Due Date and select the correct date from the calendar pop up. The Invoice Date will automatically be filled with the current date. Tap the Invoice Date line to change the date the invoice will be sent.

  4. Fill in the Product, Quantity, Amount and an optional Description for the first line item of the invoice.

  5. To add additional items, tap the blue Plus sign to produce an additional set of Product, Quantity, Amount and Description fields.

  6. Continue until the invoice is completed.

  7. Tap Save to record the new invoice. Tap Send to send the invoice to the customer via email.

Create an Invoice from the register

  1. Once all items are added to the register, select Other to access the Actions menu and select the Invoice button. This will open the Create Invoice screen.

  2. Fill the necessary fields. Select Customer Name to open the search screen and locate an existing customer’s information. If the Customer is not already saved, tap Create Customer and add the information into the terminal. Click Save and return to the invoice screen with the customer added to the correct field.

  3. Select Transaction Date and Due Date.

  4. Scroll down and add any additional items, tapping the blue Plus sign to save them into the invoice.

  5. Tap Save to save and close the invoice and send at a later date, or tap Send to submit the invoice to the customer by email or SMS.

  6. Tap Make Recurring to create a schedule and send the Invoice for repeated payments.

  7. Select Invoices to review, edit or resend the invoice.

Edit or Duplicate an Invoice

  1. Select Invoices from the Dashboard to view the Invoices list.

    * Icons to the left of the Invoice list indicate payment status. Red icons mark invoices Past Due. Blue icons mark Paid invoices. Gray icons are Unpaid invoices. Icons to the right of the Invoice list indicate whether an invoice is a One Time invoice (Grey icon) or Recurring (Green icon).

  2. Locate the Invoice using the Search/Filter function at the top of the screen. Tap to select the invoice.

  3. To Edit an invoice, edit the fields as needed.

  4. Tap Save and screen will return to the Invoices list.

  5. Tap Resend to send the updated invoice to the customer.

  6. Tap Others or swipe left from the right edge of the screen to access the Actions Menu. Tap Cash or Credit to process payment.

  7. To Duplicate an invoice, tap Others or swipe left from the right edge of the screen to access the Actions Menu. Tap Duplicate from the menu bar to create a new invoice with the same customer and product details.

  8. Make any desired changes and tap Save to record the new invoice.

Accept Payment on an Invoice

Customers can pay invoices thru a link in the email they receive. If a customer chooses to mail a check or make payment in person, payment can be processed as any other transation.

  1. Select Invoices from the Dashboard to open the Invoices List.

  2. Locate the Invoice using the Search/Filter function at the top of the screen. Tap to select the invoice.

  3. Tap Options and select the method of payment (cash or credit).

  4. Complete the transaction and Print or Send the transaction receipt.

  5. The screen will return to the Invoices List. The invoice will now be listed as Paid.

Business Functions

Closing Tips

At any point, a user can close out the tips owed to them by using the Tip Out function.

  1. Select Tip Out to review and close out tips.

  2. This will open the Tip Out screen which will display all the users who have tips credited to their PIN. Select the correct user to proceed to pay the order.

  3. Select the Pay Now button to mark the tips as Paid.

  4. Print the Tip receipt and exchange for cash payment

    * Tips paid out will appear in the Pay Outs line in the Close Summary Report.

Reports

  1. Select Reports to view transaction and batch reports.

  2. This will open the Reports screen which will display the most recently closed batch report.

  3. Click Print to print a copy of the report from the receipt printer. Click Email to send an electronic copy of the report to the merchant account email on file.

  4. For additional report options, click the Other button. The right side menu will open with the reporting options: Summary, Detail and CC Batch.

  5. Select the report you want. Click Print to print a copy of the report from the receipt printer. Click Email to send an electronic copy of the report to the merchant account email on file.

Request Funds

Choice offers Cash Advances and Business Loans to our qualified merchant accounts.

  1. Select Request Funds  from the Dashboard.

  2. Adjust the sliding bar to the amount needed. Tap Request Funding.

  3. Select the Reason(s) for the funding request. Tap Submit.

  4. The screen will generate a confirmation of the request. A Choice funding advisor will be in touch to confirm your funding agreement options and help you decide the funding program that works best for you.