In order to perform the system setup, merchant (or agents) need to have access to the web and terminal which has been assigned to the merchant. Before starting, merchant must ensure the following requirements are met:
Requirements:
- Merchant have successfully been registered and all fees due have been paid.
- Merchant ID has been registered and it is assigned as Distribution subscriber. If not, please contact EM office.
- Merchant to appoint one person in-charge as Administrator. Our agent will show and train the person in-charge on how to use the system or initially help to setup on behalf of the merchant.
- Terminal
- Cards (i.e Key Chain) - depends on the number of customers the merchant's supplied or distribute to. Example, if merchant supplied to 10 shops, the number of cards required is 10.
- Admin to login to merchant's website
- Admin to create Terminal Profile (at merchant's website)
- Admin to assign Terminal Profile (at merchant's website)
- Admin to set Credit Limit & Credit Term (at merchant's website)
- Admin to create Product ID or Code (at merchant's website)
- Admin to create Customers List (at merchant's website)
- Admin to perform Files Update (at terminal)
- Admin to create authorizer (Master) and staff cards (at terminal)
- Admin to format and assign formatted card to each Customers (at terminal)
- Setup completed. Next is how to use the system (refer to main menu).
Step 1 - The person in-charge (Admin) will have a username and password for accessing the site. This will be provided by EzeeMoney. The Admin staff need to access the following site: - http://ke.ezeemoney-co.com/SC
Step 2 - Admin to create Terminal Profile, must create minimum one (1) NEW profile. Profile is used as an identification to identify the terminal with sales person, van or store or region. For example, if merchant has 2 vans and 2 terminals, he may need to create 2 profiles - example Van 1 and Van 2. Alternatively, you can use the van's plate number such as Van ABC123 and Van CDE234 for easy identification.
A master profile already created name Master Inventory. Master Inventory is where a TOTAL stock or products in the entire warehouse or store is maintained. From this Master Inventory, a stock is moved from warehouse to a van (for example). That is why you need at least one new profile.
If you have more than 1 terminal, you need to create another new profile.
Step 3 - Admin to assign the Profile created to the terminal. For example, profile Van ABC123 will be assigned to Terminal ID 52B3D65C.
Step 4 - Admin to set maximum Credit Limit (Amount) and Credit Term (No. of Days). Select Configuration. Note: this setting is required if the merchant give credit to its customers. Any credit amount or term given will not exceed the maximum setting here. If merchant does not give credit or term to any of its customers, please input zero "0" in the field.
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| Configuration Setting for Credit Limit & Term |
a. Create one by one
b. Create in Excel file and then perform batch upload
For quick setup, we will use creation one by one. Move cursor on Product Maintenance at the left navigation bar and sub-menu Product Maintenance. Click the Add button to add merchant's items or stock.
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| Product Maintenance Screen |
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| Press Add Button - Detail Product ID Screen |
Step 6 -Admin to create its Customers List. There are 2 ways to do it:
a. Create one by one
b. Create in Excel file and then perform batch upload
For quick setup, we will use creation one by one. Move cursor on the Customer Maintenance left navigation bar, select sub-menu Customer Maintenance.
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| Customer Maintenance Scree |
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| Add Customer Screen |
- Customer Code - minimum 1 digit numeric, maximum 4 digit. This code is used to identify merchant's customers.
- Credit Facility - if the customer does not enjoy credit term and limit from the merchant, fill with zero "0". However, if customer has credit limit (amount) and credit term (no. of days), enter the limit and term here. The limit and term set here in this customer screen will not exceed the maximum limit configuration in Step 4.
- Other information - Profile Name. If there is only 1 profile (i.e. 1 terminal), it is auto default. However, if there is more than 2 profiles, please specify this customer belong to which profile. Refer to profile note in Step 2.
- Press F2
- Select Files Update - press L2
- Then, select Update - press L1
- Then, select Begin - press L1
- The terminal will start connecting.
- Then, select OK and press Enter. The terminal will download the latest configuration.
- Once completed, the terminal will display "Download Complete".
Step 8 - Admin to create authorizer (Master) and waiter staff cards. You need to do 2 tasks:
- To format the card first
- To add staff (assigning the staff card)
- Press F2, then
- Select L4 - Card Admin
- Choose L3 - Format Card
- Once done, go to Card Admin main menu again
- Press Enter to the terminal's next screen
- Add master card - L2. This is to create or add Master (authorizer) details and card assignment
- Add staff card - L1. This is to create or add waiter staff details and card assignment
Step 9 -Admin to assign card (or key chain) to each customers. You need to do 2 tasks:
- To format the card first (follow step 8 on how to format card)
- To assign the card to each customers
- Assigning card to customers after card has been formatted:
- Press F2, then
- Select L2 - Files Update
- Select L3 - Customers
- Press Enter to the terminal's next screen
- Select L1 - Activate
- Customer selection screen will appear
- There are 2 ways to search customer list:
- You can type the customer name's or abbreviation then press # (hashtag). A customer name will appear. To move to the next customer, press # (hashtag). To move to the previous name or customer, press * (star).
- If you want to search from the beginning one by one search, press # (hashtag) with name field empty.
- To select the customer, press Enter for Ok.
- Follow on screen instruction. You need the staff card and authoriser (master) cards to complete the assignment.
