citgo sales ruby

CITPAKSales Reference

Software Version: 6.00Part Number: 55370-01Revision: A00

CITPAK Sales Reference

June 5, 2013

VeriFone, Inc.2099 Gateway PlaceSuite 600San Jose, CA 95110Telephone: 408-232-7800http://www.verifone.com

Printed in the United States of America. 2013 by VeriFone, Inc.

No part of this publication covered by the copyrights herein may be reproduced or copied in any form or by any means graphic, electronic, or mechanical, including photocopying, taping, or information storage and retrieval systems without written permission of the publisher.

The content of this document and all features and specifications are subject to change without notice. The information contained herein does not represent a commitment on the part of VeriFone, Inc.

Publications are not stocked at the address given above. Requests for VeriFone publications should be made to your VeriFone representative.

VeriFone, the VeriFone logo, and Ruby SuperSystem are registered trademarks of VeriFone, Inc. Sapphire, Topaz, HPV-20, Ruby Manager, Everest, EASY ID, Electronic Journal On-site, and Ruby Card are trademarks of VeriFone, Inc. in the U.S. and/or other countries. All other trademarks or brand names are the properties of their respective holders.

CITPAK Sales Reference June 5, 2013

Before We Start

EASY ID

EASY ID is a part of a comprehensive retailer awareness program to ensure the legal sale of age-restricted products. Do not rely on EASY ID as the only source of information. It does not take the place of a trained, aware, and conscientious retailer and cashier.

EASY ID should only be used in states which permit the electronic verification of information from drivers licenses. Retailers should determine that electronic verification is permitted in their states. Drivers licenses from all other states require the use of the manual function.

Note: All software is provided as is, without any warranty of any kind, whether direct, indirect, exemplary, special, consequential, incidental, or otherwise with regard to any use of EASY ID.

1. Make sure the current date and time are correctly set. If the date and time are not set correctly, the unit may not display the correct information when an identification is checked.

2. Make sure the lamination (plastic) surrounding the identification is intact and clear.

3. Make sure the picture and/or description match the customer.

4. Make sure the words are all legible and clear.

5. Make sure any holograms or watermarks are visible.

Weights and Measures

Support for cash and credit pricing at the dispenser requires explicit cash and credit selections on the dispenser. This is in compliance with the Weights and Measures Guidelines for Selectable Unit Price Capability, section G-S.5.1.

Note: This Ruby software supports a POP Discount feature, which allows a point-of-purchase discount on fuel based on the purchase meeting certain pre-defined transaction criteria. It is possible that the Weights and Measures department in your state may consider this POP Discount feature, when used in a post-pay scenario, to be in violation of state regulations. YOUR IMPLEMENTATION OF THE POP DISCOUNT FEATURE IS DONE AT YOUR OWN RISK. VERIFONE EXPRESSLY DISCLAIMS ANY LIABILITY FOR CLAIMS, FINES OR DAMAGES RESULTING FROM IMPLEMENTATION OF THE POP DISCOUNT FEATURE IN A LOCALE WHERE IT IS DEEMED A VIOLATION OF LOCAL OR STATE REGULATIONS. YOU SHOULD CONSULT YOUR LOCAL WEIGHTS AND MEASURES ENFORCEMENT GROUP BEFORE IMPLEMENTING THE POP DISCOUNT FEATURE.

CITPAK Sales Reference Revision History

Version Date Description

3.00 April 8, 1996 Reflects significant software updates.

3.01 July 1, 1996 Reflects updates to the previous revision.

3.02 February 10, 1997 Reflects updates to the previous revision.

3.03 June 3, 1997 Reflects updates to the previous revision.

3.04 July 28, 1997 Reflects updates to the previous revision.

3.05 January 12, 1998 Reflects updates to the previous revision.

3.07 June 4, 1998 Reflects updates to the previous revision.

3.07 July 29, 1998 Production release of software and documentation.

3.08 May 6, 1999 Reflects updates to the previous revision including new Store and Forward function in Network Manager mode; new Log In/Out function in Manager mode; new Armed Forces Restriction parameter in Fuel Manager Mode in DCR Site Parameters; cash acceptor functionality.

3.08 June 16, 1999 Added Keypad Error messages to Messages/Troubleshooting chapter.

3.09 October 18, 1999 Reflects addition of VeriPASS.

4.00 January 31, 2000 Added Quick Credit, Combo, and Mix/Match, automatic print of money orders, and EASY ID. Added MasterCard Fleet, Visa Fleet, and Diners Club and Voyager cards.

4.00 February 22, 2000 Expanded the explanations of how to handle Card Takeover in chapters 3 and 5.

4.00 August 7, 2000 Production release of software and documentation.

4.01 October 20, 2000 Added VeriPASS Functions chapter which explains new functions; moved activate and print VeriPASS tag functions from Network Functions chapter to new VeriPASS Functions chapter; also added VeriPASS features to Product Entry, Discounts, Payment, Refunds, and Dispenser Card Reader chapters; added the option of an installable line printer during initial software installation, and changed Check Franking to Check Franking File in Manager mode.

4.02 September 21, 2001 Reflects addition of POP Discount functionality.

4.03 January 25, 2002 Reflects updates that include alternate POP discount configuration; a date/time and station ID to report headers; in-house and pump test MOPs; printing of outdoor receipts for cash acceptor sales; allowing sales while printing period reports; and allowing one cashier per register per work period.

4.03 March 8, 2002 Production release of software and documentation.

4.05 August 16, 2002 Reflects updates to include the Sapphire mini-server; ability for scanning of membership cards for POP discounts; disabling of RFID in DCR Site Parameters; removing old CITGO credit card support; turning debit card prompting on or off; and printing of money orders on workstations.

4.07 December 8, 2003 Reflects updates to include date of birth requirement for Quick Credit, and the addition of several cards to the CITGO card list.

4.07 April 7, 2004 Production release of software and documentation.

4.08 May 6, 2004 Reflects updates to the previous version and the removal of support for VeriPASS.

4.08 February 18, 2005 Production release of software and documentation.

5.00 March 30, 2005 Reflects updates to include support for Electronic Benefits Transfer cards and Price Check.

5.05 October 19, 2005 Reflects updates to include support for Loyalty and Loyalty Balance Inquiry, Prepaid Card activation during sale, and Bill of Lading (BOL) functions.

5.07 May 31, 2006 Reflects updates to include Kiosk and prepaid card activation limit.

5.07 September 26, 2006 Production release of software and documentation.

5.08 March 9, 2007 Beta release of software and documentation.

5.09 June 13, 2008 Reflects updates to include iOrder Kiosk sales and new Loyalty sales section.

5.10 July 27, 2009 Production release of software and documentation.

6.00 June 5, 2013 Production release of software and documentation.

CITPAK Sales Reference Revision History (Continued)

Version Date Description

CITPAK Sales Reference July 27, 2009

Contents

1. IntroductionUsing this Manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Getting Around . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Operator Display Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Receipt Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Ruby Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Ruby Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8

Identifying Keys and Their Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

2. Starting SalesPowering Up the Ruby Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Controller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Starting Sales Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Controller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Coin Dispenser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Sapphire Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Performing a Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Basic Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Sale Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Correcting a Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16Close Period Reports During Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19

3. Fuel ControlFuel Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Fuel Control Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Approve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3Clear Reserve. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Move Fuel Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Restarting a Stopped Pump . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Stop/Disapprove . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6View Fuel Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6View Pump Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

June 5, 2013 CITPAK Sales Reference

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4. Fuel SalesInside Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Autocollect Inside Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Convert Fuel Sale Price Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Postpay Fuel Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Prepay Fuel Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4Prepay Fuel Sale with Fast Credit Enabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Fast Credit Prepay Fuel Sale with Merchandise Enabled . . . . . . . . . . . . . . . . . 4-7Fast Credit Prepay Fuel Sale with Merchandise and Auto Fast Credit Prepay

Cashout Enabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Preset Fuel Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10Rest In Gas. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11Drive Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Manual Fuel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Pump Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13

Correct a Fuel Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Sold to Wrong Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16Restricted Fuel Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17

Dispenser Card Reader (DCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18Cash Acceptor Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29

Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29Cash Acceptor Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29Cash Acceptor Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30

Point of Purchase (POP) Fuel Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31Redeeming POP Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32POP Coupon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32POP Discount Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32Issuing a Free POP Award. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33Membership Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34POP Discount for Qualified Card Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35POP Discount for Prepay Fuel Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35POP Discount Postpay Fuel Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35POP Discount with a Car Wash Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36POP Discount Fueling Limit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36POP Discount Fuel Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36POP Discount Applied Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-37Unqualified Fuel Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-38

Fuel Discount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-39

5. Non-Fuel SalesPLU Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

PLU Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2PLU Bar Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2PLU Not Found Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5Open PLU Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5


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PLU Sale with ID Checking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5PLU Sale with Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6PLU Sale with Quantity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Price Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Price Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8Scanners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Department Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9At-For Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9Department Sale with ID Checking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Department Sale with Quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11PLU Not Found Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11Money Order Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12Printing Money Orders with Third-Party Equipment . . . . . . . . . . . . . . . . . . . 5-13Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Car Wash Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Car Wash Sale at the Pump . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16Rainchecks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Valid Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Void Ticket for Car Wash with Promotion . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18Car Wash Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20

Deal Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21VIP (NAXML Deal). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22VeriFone Mix n Match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

VeriFone Mix n Match Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24Food Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24Price Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24VeriFone Mix n Match Error Corrections . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-25Void Line with VeriFone Mix n Match . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-25Void Ticket with VeriFone Mix n Match. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-25Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26Match Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-30

Fees/Charges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31Department Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31Money Order Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31PLU Sale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-31Negative Fees/Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32Fees/Charges Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32

Non-Fuel Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-33Special Discounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35

Product Refund for Special Discount Items . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36


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6. PaymentBasic Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Multiple Methods of Payment (MOPs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Other MOPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Product Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Tax Exempt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Non-credit MOPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Other Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Refunds: Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Coupon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Food Stamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10Lotto. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11

Credit and Debit MOPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Manual Credit and Debit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Standard Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Debit with Purchase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Debit without Purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Credit and Debit Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Refunds: Manual Credit and Debit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17

Special Credit MOPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19Fleet Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19Refunds: Fleet Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20In-House Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Refunds: In-House Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22In-House Account Deposit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23Proprietary Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24Refunds: Proprietary Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25Prepaid Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25Prepaid Card: Sale of Merchandise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26

CITGO Cash Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27Sale and Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27Pre-authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27

7. Loyalty SalesThird-Party Loyalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Inside Loyalty Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Outside Loyalty Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7Prepay Loyalty and Fast Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Loyalty Refund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10


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8. iOrder Kiosk Sales

9. Sales ManagementClock In / Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

From Sales Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2From Clock In/Out Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3From [OTHER FUNC] Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Pay In / Pay Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4Pay In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4Pay Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5Print Money Orders for Vendor Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6

Safe Drop / Safe Loan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7Safe Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7Safe Drop Correction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8Safe Loan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9

Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10View Pending Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10Suspend/Recall Transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10Ticket Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11Print Previous Transaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

10. Network FunctionsPre-authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2

Swipe Credit Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2Manual Credit Card Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2

Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3Batch Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4Loyalty Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5

Balance Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5EBT Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

Balance Inquiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7Voucher Clear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7

BOL Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9

11. Messages/TroubleshootingGeneral Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2Numbered Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-35

Car Wash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-35Fuel Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-35Installation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-36Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-39Product Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-40Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-40


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12. Additional InformationCITGO Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1Product Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3

13. Index


1 IntroductionThis manual provides information on the sales functions of the VeriFone Ruby SuperSystem. These functions are used to process and manage sales transactions.

This chapter contains the following information:

Using this Manual

Identifying Keys and Their Functions


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Using this Manual

This manual uses a number of methods to display special information. Review these methods before continuing with the manual.

Getting Around

Keys

To enter transactions, press keys on the terminal. Keys are displayed in brackets:

Enter Key

Use the [ENTER] key in the following situations:

To complete the entry of data. For example, after keying a PLU number, press [ENTER].

To choose a mode or menu item that displays. Use the arrow keys to display an item, choose the item by pressing either [ENTER] or [Select]. This manual uses [Select] as a standard in all steps.

Select Key

Use the [Select] key to choose a mode or menu item. All function menu items are numbered. Just key the menu number and press [Select]. The menu item appears.

Arrow Keys

The left ([]) arrow keys are used to move backwards or forwards through a menu.

Keys with specific functions are labeled. For example, the [EXIT] key is a black key with the word EXIT on it. This key goes back one menu level.


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Some keys have more than one function. For example, the [List] key is stationary. If the [SUSP] key is assigned to the soft key that has the List function, then this key has two functions. In Sales mode, press this key to suspend the current transaction or recall a previously suspended transaction. In Manager mode, use this key to print a listing of the current manager function.

Operator Display Format

The Operator Display displays current sales activity and messages.

The display is 40 characters wide by 4 lines high. The top three lines display menus, functions, sales items entered, and transaction totals. The top and bottom lines display messages. A list of messages and actions is included in Messages/Troubleshooting.

The most common displays are described below. Additional samples are included in other sections to demonstrate specific procedures.

Transaction Display

The Operator Display uses the following format for sales items:

The arrow (>) points to the last item entered. The last item entered is always at the top of the display. The total, including tax, is displayed to the right on the third line.

The following example contains sample products and the current total including tax:

If the site accepts food stamps and at least one of the items entered into the transaction is eligible for food stamps, the third line contains the current total and the current total in food stamps that can be accepted as payment. See Food Stamps in the Payment chapter.

Transaction Total Display

Press the [TOTAL] key and the display shows the subtotal, tax, food stamps total (if any), and total sales.

> CURRENT PROD d.cc PREVIOUS PROD d.cc TOT: dd.cc

> MILK 2.79 LG.COFFEE 1.50 FS: 2.79 TOT: 4.40

Sub Total 4.29 Tax 0.11 FS: 2.79 TOT: 4.40


1-4

After the transaction is complete, the Operator Display returns to the Ready for sale prompt.

Receipt Format

Information prints to journal tape and sales receipt tape for each set of keystrokes entered. Standard journal and sales receipts are 40 characters wide.

The following is the most common sales receipt. Additional samples are included in other sections to demonstrate specific procedures.

Journal tapes contain the same information but without the logo and slogan lines.

Logo

The logo is usually a greeting or information set up by the manager. It prints at the top of every sales receipt.

VERIFONE RUBY SUPERSYSTEM 16001 BAY VISTA DRIVE CLEARWATER, FLORIDA Descr. qty amount ------- --- ------ HOT DOG 1 0.99T MED SODA 1 0.79 UNLD CA #02 13.580G 28.67 @ 2.111/ GT SODA 1 0.55TV SODA 1 -0.55T BAKERY 1 2.50 ---------- Sub Total 32.95 Tax 0.23

TOTAL 33.18 CASH $ 33.18 Change $ 0.00

THANK YOU! COME AGAIN REG# 0001 CSH# 001 DR# 01 TRAN# 10008 03/25/04 15:16 ST# AB123

Logo: 1 - 5 lines of information defined by the manager

Sales Items

Tax

Sales Total

Slogan: 1 - 5 lines of information defined by the manager

Ruby Information


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Sales Items

Each item sold in a transaction prints in the order it is entered on the Ruby terminal.

In some cases, a letter or letters (code) print to the left of an item. These letters have the following meaning:

Tax

The total tax applied to the transaction is listed.

If Canadian GST tax is used, then a transaction that includes a fuel sale lists the amount of fuel tax as a separate item on the receipt.

Sales Total

The transaction lists the total dollar amount of the sale, amount and type of payment, and the amount of change if any.

Slogan

The slogan is set up by the manager and is usually a thank you, promotional message, or other information. It prints just above the Ruby Information on every sales receipt.

Sales Item Codes

Code Description

2 Two taxes were applied to the item.

3 Three taxes were applied to the item.

4 Four taxes were applied to the item.

R The item was refunded.

T The tax defined with indicator T was applied to the tax. If only one tax is applied, the indicator for that tax prints.

V The item was voided.


1-6

Ruby Information

The following information prints at the bottom of every sales receipt:

Ruby Cards

Some features described in this manual require a Ruby Card. The following table displays the different types of Ruby Cards. Without the correct card, these optional features do not work.

All of these cards are referred to as Ruby Cards. However, a Ruby Card Bravo is a particular type of Ruby Card that supports Fast Food, EASY ID, and Money Order options. In addition, it may support other Ruby Card options, as displayed in the top half of the table below.

For example, the second Ruby Card Bravo in the list supports Fast Food, EASY ID, and Money Order plus it supports Expanded PLUs. The third Ruby Card Bravo supports the usual options plus Car Wash but does not support Expanded PLUs.

Also available are Ruby Cards that have only Car Wash, Proprietary Network, or Expanded PLUs options or a combination of two, or all three of these, without offering the options available on the Ruby Card Bravo. The second half of the table below (where the Bravo Card column has no Xs) displays the possible combinations of options for non-Bravo Ruby Cards.

Standard Ruby Receipt Data

Data Description

REG# The register number assigned to the terminal when it is first set up.

CSH# The employee number of the cashier who logs in during the transaction.

DR# The number of the cash drawer used by the cashier.

TRAN# The transaction number. The first digit identifies the terminal on which the receipt was printed (1 is the controller). The remaining four digits identify the transaction for that terminal (n0001 - n9999, where n = terminal number).

date/time The date and time of the transaction.

ST# The store number assigned by the manager.


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Ruby Card Types

Bravo* Car Wash Proprietary Network Expanded PLUs

X

X X

X X

X X X

X X X

X X X X

X X

X X X

X

X X

X X

X X X

X

X X

X

*Ruby Card Bravo includes Fast Food, EASY ID, and Money Order options.


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Terms

All terms used in this manual are defined in the Glossary. The following terms are used frequently in this manual.

Department

Some products may belong to a group called a department. They are entered into a transaction through their department number.

Menu

There are two types of menus in Sales mode:

A function menu is a list of numbered functions. For example, press the [OTHER FUNC] key and the items that list make up a menu.

A product menu is a list of up to six products that appear when pressing a menu soft key. A product on a menu can be entered into a transaction by pressing the products menu number.

Mode

A mode is a main menu item at the switcher. This manual describes two modes: Sales and Clock In/Out.

MOP - Method of Payment

A method of payment is a type of currency that can be used to pay for a transaction. Cash, credit, checks, and lottery tickets are methods of payment.

Parameter

A parameter is a numbered item that is assigned a value by the manager that affects how the system works. If a parameter is referred to in the text, it is displayed in double quotes (for example, Total in Double).

PLC - Price Look-up Code

Some products may be entered into a transaction by numbers called PLCs. If the site uses a scanner, the PLC is the same number as the bar code. This may be referred to as PLU in some systems.

PLU - Price Look-up Code

Some numbers are called PLUs. If the site uses a scanner, the PLU is the same number as the bar code. This may be referred to as PLC in some systems.

Switcher

The switcher is the main menu of the Ruby terminal. To reach the switcher, press [EXIT] until [ SALES ] appears.

Transaction

A transaction is a completed sale or sales function that affects the drawer totals.


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Identifying Keys and Their Functions

The Key-to-Function Reference table lists each key in alphabetical order with a short description of each key. This is a list of all keys.

There are sample 65-key and 120-key keyboards in the Soft Key File section in the Manager Reference. Keys that are blank or have only a letter or punctuation at the bottom of the key are called soft keys. Soft keys can be defined by your manager to act as PLUs, departments, MOPs, menus, and other functions. Some functions are traditionally set up as double-wide or double-high keys. This means that two soft keys that are next to each other are both set up as the same function. These keys are noted as double-wide or double-high, but can be assigned to suit the sites need.

Key-to-Function Reference

Key Description

Moves forward through a function menu.

ALLOW FS Soft key. Allows the item that is entered to be purchased with food stamps.

alphabetic and character keys

Letters, punctuation, and special characters that appear on the bottom of many of the keys. These are used for data entry in Manager, Fuel Manager, and Reports modes.

APPROVE(AUTHORIZE)

Soft key (double-wide). Approves all or a specific pump for fuel dispensing.

Backsp Moves the cursor on the display to the left one space while erasing the character in that space.

CLEAR Removes an entry made with the numeric keypad as long as a function key or [ENTER] has not been pressed. It also form feeds the journal tape and receipt tape between entries.

CLOCK IN/OUT Soft key. Adds and removes employees from the Rubys internal timeclock.

CONVRT Soft key. Changes pricing systems (usually between cash and credit) when different fuel prices are charged based on the method of payment.

department Soft key. Allows sales to the specified department number.

DISC Soft key. Discounts the last entered sales item as a dollar amount or percent depending on the Sales Configuration setup.

DISC $ Soft key. Discounts the last entered sales item as a dollar amount.

DISC % Soft key. Discounts the last entered sales item as a percent.

ENTER Completes an entry (like entering a PLU or department number) or chooses a function menu item (like Pay In under [OTHER FUNC]).

ERROR CORR Removes the current sales entry.

EXIT Ends or escapes from a function, function menu, or mode.


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FP MOVE Soft key. Fueling Point Move: Moves a prepay sale to another pump number.

FREE POP AWARD

Soft key. Allows the cashier the discretion to issue a free POP code or coupon to a customer in order to keep good customer relations.

FUEL Soft key (double-wide on 120 keyboard). Enters the most recent fuel sale for the specified pump into the current transaction.

FUEL DISC Soft key. Fuel Discount: Discounts a specified quantity of fuel.

FUEL PRESET Soft key. Presets a pump for a specific dollar or quantity. Payment may be made before or after dispensing.

FUEL TAX ADDITION

Soft key. Automatically adds a fuel tax to a fuel type that is displaying as tax free at the DCR.

FUEL TAX EXEMPT

Soft key. Removes taxes or part of a tax, from a fuel sale for specifically defined customers.

List Prints a list of the current function menu or items/values within a function.

MANUAL FUEL Soft key. Special department key that acts like a fuel sale but reports as a department.

menu Soft key. Displays a list of up to six PLU items.

MODIFY Soft key. Modifies the current PLU sales entry so that the next modifier defined for the PLU, if any, appears.

MOP Soft key. Represents a specific method of payment.

NETWORK FUNC Soft key. Contains a menu of functions that relate to your credit card network.

No Answers yes/no questions.

NO SALE Soft key. Opens the cash drawer between sales transactions.

numeric keypad (00, 0-9)

Numbers used for entering information such as PLUs, departments, dollar amounts, fuel quantity, birth dates for identification, and amount tendered.

OTHER CURR Soft key. Changes the total dollar amount due from the local currency to another currency.

OTHER DEPT Soft key. Allows entry of a department for a sales item for all departments not already assigned to a specific soft key.

OTHER FUEL Soft key. Contains a menu of the following functions: Move Fuel Point, Convert Price Level, Fuel Discount, Preset Fuel, Free POP Award, Fuel Tax Exemption, Fuel Tax Addition.

OTHER FUNC Soft key. Contains a menu of the following functions: Safe Drop, Safe Loan, Clock In/Out, Pay In, Pay Out, View Pending Transactions, Print Previous Transaction.

OTHER MOP Soft key. Allows entry of a method of payment for a sale that is not already assigned to a specific soft key.

PAY IN Soft key. Logs that a dollar amount has been added to the cash drawer without a sales transaction.

Key-to-Function Reference (Continued)

Key Description


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PAY OUT Soft key. Logs that a dollar amount has been removed from the cash drawer without a sales transaction.

PLU(PLC)

Soft key. Represents a specific product by its PLU number.

PREPAY Soft key (double-wide on 120 keyboard). Allows the customer to pay for a fuel sale before pumping.

PRICE CHECK Soft key. Checks the price of an item by scanning or manually entering its PLU after the price check key is pressed.

PRICE OVER Soft key. Changes the defined price of a PLU item to the price you enter.

QTY Soft key (double-high on 120 keyboard). Indicates that two or more of an item (PLU or department) is entered.

REFUND Soft key. Allows items from a previous sale to be returned.

REST IN GAS Soft key. Allows customers to use change from a cash merchandise sale to buy as much fuel as the change pays for.

SAFE DROP Soft key. Logs that a specific amount of an MOP is removed from the drawer and placed in the safe. This is also under the [OTHER FUNC] soft key.

SAFE LOAN Soft key. Logs that a specific amount of an MOP was removed from the safe and placed in the drawer. This is also under the [OTHER FUNC] soft key.

Select Chooses the requested item or function.

Shift For letters on keys, changes between upper and lower case. For characters and punctuation, changes between the one on the bottom left and bottom right of the key.

STOP Soft key (double-wide on 120 keyboard). Stops all or a specific pump from dispensing.

SUSP Soft key. Suspends one transaction to allow other transactions to be processed.

TAX EXEMPT Soft key. Removes one or more taxes from the current item.

TICKET PRINT Soft key (double-high on 120 keyboard). Reprints the last ten indoor sales receipts or the last card reader receipt.

TOTAL Soft key (double-wide). Adds up the dollar amount of the current transaction.

VIEW Soft key (double-wide on 120 keyboard). Displays the status of a specific pump or all due sales.

VOID LINE Soft key. Removes the specified item from the current transaction.

VOID TICKET Soft key. Deletes the entire current transaction and resets the terminal to start a new one.

Yes Answers yes/no questions.

Key-to-Function Reference (Continued)

Key Description


1-12


2 Starting SalesThis chapter describes the steps to use when first turning on the system and starting sales.

Powering Up the Ruby Terminal

Starting Sales Mode

Sapphire Workstation

Performing a Sale

Correcting a Sale

Closing Period Reports During Sales


2-2

Powering Up the Ruby Terminal

In general, the Ruby terminal is powered up (turned on) only when it is first installed.

Controller

Initial Start Up

The following display appears the first time an HPV-20-enabled application is installed.

1. Insert the HPV-20 Card (Ruby Card) and press any key to continue.

The Ruby terminal reboots. A display appears that indicates the HPV-20 functions are loading.

The Ruby terminal reboots and the display indicates the HPV-20 connections are correct.

Note: The ePcStall function is not for use except by authorized VeriFone engineering staff. After five seconds, the Ruby terminal continues to reboot.

Insert HPV-20 Card now and press a key

Setting up HPV-20 card now...

Rebooting now...

Establishing linkto server...

Accessing ePC...Please stand by

Press any key within5 sec for ePcStall


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Sales

Several displays appear showing a copyright notice, operating system (Gemix) version number, application name and version number.

2. Key the merchant ID and press [ENTER].

3. Key the retailer number and press [ENTER].

4. Continue with Starting Sales Mode.

GEMPAK Release -- Version x.xx.xxGemix v2.5.12 NOT REGISTERED!mm/dd/yy hh:mm Starting, please wait... /xxx/xxxxxxxx.xxx

Creating Total Files

Enter Merchant ID:

Enter Retailer #:

Please wait ...

Sales Initialization ...

Enter cashier #: _


2-4

Normal Start Up

1. Plug the power cord into the AC outlet. Several displays appear showing a copyright notice and an operating system (Gemix) version number. If HPV-20 is installed, the display shows that the HPV-20 functions are loading.

Note: The ePcStall function is not for use except by authorized VeriFone engineering staff. After five seconds, the Ruby terminal continues to reboot.

2. Do nothing and the following display appears.

The power-up process continues, and the application name and version number displays.


Establishing linkto server...

Press any key within5 sec for ePcStall

Starting application program...


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Sales

Workstation

Note: If the workstation is not connected correctly to the controller, the workstation does not get the data file changes from the controller. SeeTroubleshooting for additional information.

1. Plug the power cord into the AC outlet. Several displays appear showing a copyright notice, operating system (Gemix) version number, and application name and version number. Then all data file changes (to the PLU File, method of payment file, etc.) copy from the controller to the workstation.

2. Do one of the following:

Press [Yes] to continue entering Sales mode. The question repeats for each data file that cannot be downloaded.

Press [No] to stop trying to enter Sales mode. The Operator Display goes to the [ SALES ] prompt.

A report prints on the journal printer listing the files that correctly downloaded to the workstation or bypassed when entering Sales mode.

If the download worked correctly, then Sales initialization continues.


Downloading data files - Please Wait_

Continue Sales [Y/N] ? _Unable to downld (file name)


Enter cashier #: _


2-6

Starting Sales Mode

2 Sales mode can be started directly from powering up the Ruby terminal or from the Sales mode prompt at the switcher ([ SALES ]).

Controller

Use these steps for entering Sales mode on a controller terminal.

1. Press [EXIT] until the Sales mode prompt appears ([ SALES ]).

2. Press [Select].

3. Key the cashier number (employee ID). Press [ENTER].

4. Key the personal password and press [ENTER].

Note: If a cashier attempts to log into a drawer already logged into by another cashier, an error message may display depending on how the Ruby terminal is set up. See the sites policies and procedures.

If more than one cash drawer is connected to the Ruby terminal, key the number of the drawer currently in use.

5. Press [ENTER].

[ SALES ]


Enter cashier #: _

Enter password _

Enter drawer #: _


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Sales

If this is the first time Sales mode is entered since the last report (cashier or close), key the beginning cash drawer amount.

6. Press [ENTER]. If this is the first time Sales mode is entered since the last report (cashier or close), key the beginning drawer food stamps dollar amount.

7. Press [ENTER]. If the system is not registered, the following screen appears.

8. Press [ENTER]. If the system is set up to display a login prompt, a message appears that resembles the following screen:

9. Press [ENTER]. Ready for sale or NO DUE SALES appears depending on the sites set up.

The functions defined in this manual can be performed in Sales mode. A logout prompt may appear on the Operator Display when logging out of Sales mode.

10. Press [ENTER] to reach the switcher.

BEGINNING DRAWER CASH 0.00

BEGINNING DRAWER FOOD STAMPS 0.00

SYSTEM NOT REGISTERED Please call to register your Ruby Press to continue_

YOU MUST CHECK ID FOR ALL PURCHASERS OFTOBACCO PRODUCTS THAT APPEAR TO BEUNDER AGE 27 Press [ENTER]

Ready for sale _

REMEMBER TO CLOCK OUT AT THE END OF YOURSHIFT. RUN THE CASHIER REPORT. CLOSER,TURN OFF THE SIGN.Press [ENTER]

[ SALES ]


2-8

Workstation

Use these steps for entering Sales mode on a workstation terminal.

1. Press [EXIT] until the Sales mode prompt appears ([ SALES ]).

2. Press [Select]. All data file changes (to the PLU File, method of payment file, etc.) are copied from the controller to the workstation.

Note: If the workstation is not connected correctly to the controller, the workstation cannot get the data file changes from the controller. See Troubleshooting for more information.

3. Do one of the following:

Press [Yes] to continue entering Sales mode. The question is repeated for each data file that cannot be downloaded.

Press [No] to not continue. The display returns to the [ SALES ] prompt.

A report prints on the journal printer and lists the files correctly downloaded to the workstation or bypassed when entering Sales mode.

If the download worked correctly the Sales initialization continues.

4. Key the cashier number (employee ID) and press [ENTER].

[ SALES ]

Downloading data files - Please Wait_

Continue Sales [Y/N] ? _Unable to downld (file name)


Enter cashier #: _

Enter password _


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5. Key the personal password and press [ENTER]. If more than one cash drawer is connected to the Ruby terminal, key the cash drawer number currently in use.

6. Press [ENTER]. If this is the first time Sales mode is entered since the last report (cashier or close), key the beginning drawer amount.

7. Press [ENTER]. If this is the first time Sales mode is entered since the last report (cashier or close), key the beginning drawer food stamps amount.

8. Press [ENTER]. If the system is set up to display a login prompt, a message appears that resembles the following screen.

9. Press [ENTER]. Ready for sale or NO DUE SALES appears depending on the sites set up.

The functions defined in this manual can be performed in Sales mode. A logout prompt may appear on the Operator Display when logging out of Sales mode.

10. Press [ENTER] to reach the switcher.

Enter drawer #: _

BEGINNING DRAWER CASH 0.00

BEGINNING DRAWER FOOD STAMPS 0.00

YOU MUST CHECK ID FOR ALL PURCHASERS OFTOBACCO PRODUCTS THAT APPEAR TO BEUNDER AGE 27 Press [ENTER]

Ready for sale _

REMEMBER TO CLOCK OUT AT THE END OF YOURSHIFT. RUN THE CASHIER REPORT. CLOSER,TURN OFF THE SIGN.Press [ENTER]

[ SALES ]


2-10

Coin Dispenser

In systems that include a coin dispenser, the cashier gives the customer the dollar amount of change due and the dispenser provides the coins. The dispenser gives a maximum of $0.99 at the end of a single transaction.

The coin dispenser is part of the cash drawer reconciliation. Do the following:

1. Note the amount of coins in the dispenser and in the cash drawer at the beginning of the shift.

2. During the shift, fill the dispenser from the till as needed.

3. At the end of the shift, note the total in both the drawer and the coin dispenser.

If the dispenser runs out of coins, a continuous, low tone sounds and REFILL COIN DISP alternates with any other alarm message on the fourth line of the Operator Display on the Ruby terminal. For uninterrupted use, refill the coin dispenser within four transactions after the low-coin supply warning. A CHECK COIN DISP message alternates with any other alarm message if the dispenser is not refilled within four transactions and when:

A communication error exists: Check the connections between the Ruby terminal and the coin dispenser.

A hardware failure occurs: Consult the coin dispenser manual.


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Sales

Sapphire Workstation

If the site uses the Sapphire Site Controller, employees with the appropriate security level can access the following modes and functions from the switcher:

Sales

Manager

Register Configuration

Check Franking File

Logo/Slogan File

Soft Key File

Menu File

Training Mode

Create Banner

Blue Law Setup

Reports

Close Cashier Totals

Print Cashier Report

Print Worksheet

Clock In/Out

Maintenance

Version Information

Set Date and Time

Display I/O Configuration

Data Files Version

Enable Printer

Disable Printer

Flush Printer Queue

Get Latest Data

Start Remote Dial-in

File Information

Feature Information

CPU Exception Information

Reset Soft Key File

Adjust Buzzer Volume

Printer Error Log


2-12

Print Installation Information

Reboot System

Display IP Stats

e-pc Status Report

System Setup

Steps

Use these steps for entering any of the available modes on a workstation terminal.

1. Arrow to the desired mode.

2. Press [Select].

See the Sapphire Software Installation Guide, Sapphire Hardware Installation Guide, and Sapphire User Interface Document for detailed information.

[ SALES ]


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Sales

Performing a Sale

Basic Sale

A sale is made up of a series of entries on the keyboard. In general, the first entries add products that the customer wants to buy and the second entries accept payment for the products. Amounts entered into the Ruby terminal have an implied decimal point, for example, key [1] [0] [0] [0] to enter $10.00.

1. Enter sale items: department, fuel, PLU.

2. Press [TOTAL].

3. Key the dollar amount submitted by the customer.

4. Key the method of payment (cash, credit, etc.).

5. Return change to the customer if there is any.

6. Give the customer the receipt if one prints.

Sale Options

There are also a number of ways the system can be set up that can change the way a sale is performed. Please review the following items.

Security Checks

The following procedures may require a managers authorization:

No Sale

Refund

Void Line

Void Transaction

No Sale

No Sale without Security Check

Press [NO SALE].

No Sale with Security Check

1. Press [NO SALE].

2. An employee with a high enough security level must do the following to approve the procedure:

a. Key a cashier number.

b. Press [ENTER].

c. Key a password.

d. Press [ENTER].


2-14

The No Sale function opens the cash drawer between transactions. The transaction prints on the receipt and journal.

No Sale Security

If approval is required to perform a no sale transaction, an employee with a high enough security level must approve the no sale by entering the cashier number and password. The approval logs on the journal.

Cashier # Required Each Sale

Some systems may require entering a cashier number and password before each transaction. This usually occurs if more than one cashier is using the same cash drawer or terminal. If the system is set up this way, do the following:

1. Key cashier number and press [ENTER].

2. Key password and press [ENTER].

When the transaction is complete, the display returns to the Enter cashier #: prompt.

The steps in this manual do not include entering cashier information.

Subtotal Required

The system can be set up one of two ways:

Subtotal Required: Press [TOTAL] before choosing an MOP.

Subtotal Optional: Either press [TOTAL] and then choose an MOP or just choose an MOP.

The steps in this manual include calculating the subtotal by pressing [TOTAL].

Tender Amount Required

The system can be set up one of three ways:

Tender Amount Required: Some MOPs can be set up to require entering the amount of the MOP tendered.

Tender Amount Optional

Some MOPs can be set up so that they do not require entering the amount of the MOP tendered.

If more than one MOP is used in a single transaction, specify the amount of each up until the final MOP.

Descr. qty amount ------- --- ------

No Sale


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Tender Amount Not Entered

The amount tendered for credit MOPs cannot be entered.

If more than one MOP is used in a single transaction and credit is one of the MOPs, credit must be entered last. It automatically equals the amount of the total that remains.

If the amount tendered is entered, the Ruby terminal calculates change for you.

The steps in this manual include entering the amount of the payment.

Receipt Printing

The system can be set up in one of three ways:

Receipts always print.

Receipts print when a certain MOP is used.

Receipts print only when you press [TICKET PRINT].

Ready Prompt

The prompt that is shown on the Operator Display between functions is called the ready prompt. It can be set up one of two ways:

Ready for sale: Ready for sale always displays.

Due Sales

If no fuel sales are due, NO DUE SALES displays.

If fuel sales are due, a list of the sales displays.


2-16

Correcting a Sale

Backspace

Press [Backsp] to remove the last single number or letter entered.

The Backspace function erases the last letter or number entered as long as [ENTER] has not been pressed. This can be used when entering information like birthdays, passwords, or safe drop reference numbers.

Example: You see: Enter Reference # _

You key: [1] [2] [4] but mean to key [1] [3] [4]

You see: Enter Reference # 124_

You key: [Backsp] [Backsp]

You see: Enter Reference # 1_

You key: [3] [4] [ENTER]

Pressing [Backsp] when entering a PLU number, department number, or dollar amount, erases the entire entry.

Clear

Press [CLEAR] to remove the last set of numbers or letters entered.

The Clear function erases the last set of letters or numbers entered as long as any other function key has not been pressed.

Error Correct

Press [ERROR CORR] to remove the last product or partial payment entered.

The Error Correct function erases the last sales item or cancels the last sales function entered in the current transaction. For example, press [REFUND] accidentally, and press [ERROR CORR] to cancel it.

Note: [ERROR CORR] does not work if [CREDIT] has been pressed.

Summary Report: The total number of error corrects appears in the Summary Report.

Journal Tape: Items entered into a sale that are removed with [ERROR CORR] print on the journal tape.

*********** ERROR CORRECTION ***********T BISCUIT 1 0.75****************************************


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Sales

Form Feed

If you are not in the middle of entering an item, press [CLEAR] to form feed the receipt and journal printers.

Void Line

1. Press [VOID LINE].

2. Key the item to be voided exactly as it was originally entered.

The Void Line function erases an item entered into the current transaction. You can void a line at any time during a transaction until you select an MOP.

If an entry is a multiple of an item ([QTY]), the entire quantity must be voided.

If you try to void an item that is not in the transaction or do not enter the item exactly as it was originally entered, the message E1119: OPER. NOT ALLOWED displays briefly. If you void a money order sale and do not enter the payee name exactly as you did the first time, the Ruby terminal does not void the line.

Voided items are noted on the receipt, journal, and Summary Report. On the receipt and journal they are displayed by a V to the left of the item.

Void Line with Security Check

1. Press [VOID LINE]. An employee with a high enough security level must do the following to approve the procedure:

a. Key a cashier number.

b. Press [ENTER].

c. Key a password.

d. Press [ENTER].

2. Key the item to be voided exactly as it was originally entered.

If approval is needed to perform a void line transaction, then an employee with a high enough security level must enter a cashier number and password before the transaction can continue. The approval prints on the journal.

Descr. qty amount ------- --- ------T LRG SODA 1 0.89T ICE 1 0.99TV LRG SODA 1 -0.89


2-18

Void Ticket

Press [VOID TICKET].

The Void Ticket function erases all items in the current transaction and sets the Ruby terminal up to start a new transaction. A transaction can be void at any time before the sale is completed.

Void tickets log on the receipt, journal, and Summary Report.

The subtotal prints on the void ticket even if you did not press [TOTAL].

Void Ticket with Security Check

Press [VOID TICKET].

A high enough security level is needed to approve the procedure:

1. Key a cashier number.

2. Press [ENTER].

3. Key a password.

4. Press [ENTER].

Descr. qty amount ------- --- ------ CHILI DOG 1 1.49 CHEESE DOG 2 2.58T MED SODA 3 2.37 ---------- Sub Total 6.44

VOID TICKET


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Sales

Close Period Reports During Sales

This procedure occurs on a workstation that is in Sales mode when the controller starts to run a close period report, such as a Close Shift.

In a multiterminal system, the close period reports are run only on the controller. If any of the workstations are in Sales mode when the controller starts the report, the controller stops and waits until the workstations are out of Sales mode.

Depending on how the site is set up, workstations may no longer have to wait until a close shift or close daily is complete, but can go back into Sales mode immediately and process sales transactions while the close completes.

The workstation is in Sales mode and the controller has started a close period report.

The following appears on the controller.

The following appears on a workstation (workstation number r) that is still in Sales mode.

If the workstation is in the middle of a transaction, it waits until the transaction completes, and then it displays the shift change message.

1. Press [ENTER] on the workstation. The workstation terminal returns to the Sales mode prompt.

2. Repeat step 1 for each workstation in the system that is in Sales mode.

Each workstation can return to Sales mode immediately after exiting Sales mode. The controller can return to Sales mode after the report has processed and printed.

Waiting for sales on register r_

SHIFT Change, Press < ENTER >_

[ SALES ]


2-20


3 Fuel ControlThis chapter contains steps and descriptions for controlling fuel functions:

Fuel Icons

Fuel Control Functions

Note: Performing fuel functions in Training mode is not recommended and may affect fuel service.


3-2

Fuel Icons

Fuel Icon Display

The Fuel Icon Display shows the general status of each active fueling point (up to 18). The icons are located just below the Operator Display.

Note: Up to 32 fueling points are available with the optional Icon Pole Display. The icons appear on the pole display INSTEAD of on the Ruby terminal.

Each set of icons (pump number, car, nozzle, $) displays the status of one fueling point. Only the icon sets that are connected to active fueling points are lit (active). For example, if your site has eight fueling points, then eight sets of icons are lit. The rest remain dark except when the Ruby terminal is first powered up.

Fuel Icons

Icons Action Fuel Status

1-18 Flashing Dispenser Card Readers: There is card activity at the pump.Steady Steady Lit: The pump is controlled by the Ruby terminal.

Steady Unlit: The pump is not controlled by the Ruby terminal or does not exist.

Flashing The customer is requesting approval for the pump. The icon flashes and the Ruby terminal beeps until the pump is approved or the nozzle is replaced.

Steady The pump is approved for dispensing or a prepay transaction has been started.

Flashing The cashier has stopped all or a specific pump by pressing the [STOP] key.

Steady The customer is dispensing fuel.

$ Flashing A second fuel sale or refund is due on the pump.Steady The customer has stopped dispensing fuel. The sale or refund is due.

Flashing Dispenser Card Readers: The customer pressed the dispenser card reader [Help] key or there is a message for the cashier to view (key the pump number and then [VIEW]). The message appears on the top line of the View screen. The car and nozzle continue to flash until the message is viewed.

All 4 Icons Flashing The Ruby terminal is performing a self-check on power-up.


3-3F

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Fuel Control Functions

Fuel control functions are instructions given to the Ruby terminal. The Ruby terminal passes the instructions to the fuel controller that directly controls the dispensers. Some functions tell the dispenser to do something, such as allow dispensing, and some functions ask the dispenser for information, such as viewing the status of the pump.

Fuel control status and fuel sale status are displayed as messages on the Operator Display and as blinking or lighted icons (symbols) just below the Operator Display.

Some sites are set up to allow two fuel sales to be due on a dispenser. One sale is the current sale that is in progress and the other is the stacked sale that occurred before the current sale and for which payment is still due.

Fuel control functions can be performed either between or during other sales transactions.

Approve

Approve One Calling Pump

1. Key the pump number.

2. Press [APPROVE].

Approve All Calling Pumps

Press [APPROVE].

Whether a fueling point can be approved before a customer can dispense fuel depends on the following operating conditions:

Automatic Approval: If Autoapproval is enabled for a specific pump number, the pump does not need to be approved before a customer can dispense fuel.

Approve Specific Pump: In all cases, a specific pump can be approved if the pump number is keyed before [APPROVE]. Two messages display briefly:

nn APPROVING

nn APPROVED

Approve All Pumps: If enabled, all fueling points requesting approval can be approved at the same time by pressing the [APPROVE] key. If not enabled, a specific pump can still be approved by keying the pump number before pressing [APPROVE]. Two messages display briefly:

APPROVING CALLING PUMPS

CALLING PUMPS APPROVED

Note: If a pump is approved while the cash drawer is open, the change for that transaction continues to display. The journal records pump approvals.


3-4

Clear Reserve

The Clear Reserve function removes the Reserved state from a prepay pump. This may happen when fuel communications are temporarily interrupted and then re-established.

Note: In a multiterminal system, the state can be cleared from another terminal.

Clear Reserve and Permit Dispensing

Clear a prepaid fuel sale that is in the Reserved state that has to dispense.

1. Key the pump number and then [PREPAY][APPROVE].

2. Press [Yes].

(Alternate) Clear Reserve and Refund Fuel Sale

If Clear Reserve and Permit Dispensing (above) does not clear the reserved state, follow the steps below:


2. Press [PREPAY].

3. Press [STOP].

If these steps do not clear the reserved state, contact the VeriFone Technical Support Center for assistance.

Clear Reserve and Place in Idle

Clear a prepaid fuel sale that is in the Reserved state that does not have to dispense.

1. Key the pump number and then [PREPAY][STOP].

2. Press [Yes].

3. Key the pump number of the now unreserved pump.

4. Key [FUEL][TOTAL].

5. Choose the MOP originally used for the prepay transaction.

Disapprove a Pump

Disapprove a pump that is approved but has not started dispensing.

Key the pump number and press [STOP].


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Move Fuel Point

Note: A fast credit fuel sale cannot be moved.

This function moves a preset or prepay fuel sale that has not been dispensed from the original pump number to a new pump number. The Move Fuel Point function can be set up as either a separate [FP MOVE] key or as a menu choice under the [OTHER FUEL] key. The following message prints on the journal (n1 = the original pump; n2=the pump to which the sale moves):

FP MOVE FROM PUMP# n1 TO PUMP# n2

Move Fuel Point with [FP MOVE] Key

1. Key the current pump number and press [FP MOVE].

2. Key the new pump number and press [ENTER].

Move Fuel Point with [OTHER FUEL] Key

1. Press [OTHER FUEL].

2. Press [ENTER] to choose the Move Fuel Point function.

3. Key the current pump number and then press [ENTER].

4. Key the new pump number and then press [ENTER].

Restarting a Stopped Pump

A pump can be restarted if the system is set up to allow a pump restart or if the pump is stopped from the Ruby terminal ([STOP] key) and one of the following is true:

The transaction at the pump has not ended.

The pump is a Dresser/Wayne brand.

The following two messages display briefly when approving a pump that has timed-out or been stopped (also called re-approving or restarting) (nn= the pump number):

nn RESTARTING

nn RESTARTED

Restart a Stopped Pump


2. Press [APPROVE].


3-6

Stop/Disapprove

The [STOP] key does one of the following:

Stops fuel dispensing at a specific pump or all pumps.

Disapproves one pump or all approved pumps that have not started dispensing.

The following two messages display briefly if a pump is stopped (nn= pump number):

nn STOPPING

nn STOPPED

The following two messages display briefly when all pumps are stopped:

STOPPING ALL PUMPS

ALL PUMPS STOPPED

Stop One Pump


2. Press [STOP].

Stop All Pumps

Press [STOP].

View Fuel Sales

The View function displays the status of the current fuel sales. The information that displays depends on the pump manufacturer. Some pumps send information as the fuel is dispensed. Other pumps send information only after dispensing is finished, and display only the fueling point, current/stacked indicator, and pump status while fuel is being dispensed.

There are two types of view: due sales and fuel sales.


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View Due Fuel Sales

1. Key [VIEW]. All fuel sales that are due appear.

2. Press [EXIT].

The pump number, status (C = current, S = stacked), and dollar amount due display. Up to eight sales are listed. If there are more than eight sales, a down arrow in the bottom left corner of the display indicates there are more. Press [VIEW] to see the rest of the sales.

If no sales are due, NO DUE SALES displays until another sales function is run.

View Pump Status

Check the fuel sale state or the pump state of the current or second (stacked) sale.


2. Press [VIEW]. The > points at the current sale.

3. Press [VIEW] again. The > points at the stacked sale.

4. Press [VIEW] again. The pump status and detailed fuel sale information for the current sale appears.

5. Press [VIEW] again. The pump status and detailed fuel sale information for the stacked sale appears.

6. Press [VIEW] to repeat the cycle (steps 2 through 5).

There are four view screens:

1C $ 39.86 2C $ 20.00 _ 3C $ 15.00 4C $ 5.50 4S $ 9.00 10C $ 8.25

PUMP 1>DUE $15.42 CA SOLD $33.52 CA

View 1

PUMP 1 DUE $15.42 CA>SOLD $33.52 CA

View 2

PUMP 1 IS IDLECURRENT:DUE $15.42 CASH 13.880 G REG @ $1.111/G

View 3

PUMP 1 IS IDLESTACKED:SOLD $33.52 CASH 30.170 G REG @ $1.111/G

View 4


3-8

Pump Status

Status Description

AUTHORIZED The pump is approved, but dispensing has not started.

CALLING The customer has lifted the handle and is requesting approval to dispense fuel.

FUELING Fuel is being dispensed.

IDLE The pump is not in use.

LOW PAPER The receipt paper in the dispenser card reader is low.

OFFLINE The pump controller is not communicating with the dispenser.

RESERVED The pump is being prepaid and is locked until the transaction is complete.

STOPPED A cashier has stopped the pump by pressing [STOP].

Fuel Sale Status

Status Description

BUSY The pump is in use (but not necessarily actively fueling).

DUE The customer has finished dispensing and the sale or refund is due.

HOLD This sale has already been included in a transaction on another Ruby terminal or on the current ticket.

SOLD This fuel sale has already been collected.


4 Fuel SalesNote: Practicing fuel control or fuel sales functions in Training Mode is not

recommended and may affect fuel service.

A fuel sale can be part of any sales transaction either allowed inside at the Ruby terminal or outside at the Dispenser Card Reader (DCRs). This chapter describes various fuel sales and how to enter them into a transaction.The following fuel transactions are covered:

Inside Sales

Correct a Fuel Sale

Dispenser Card Reader (DCR)

Cash Acceptor Sales

Point of Purchase (POP) Fuel Sales

Fuel Discount


4-2

Inside Sales

Autocollect Inside Sales

The Autocollect Inside feature allows sites using attendants to collect payments at the pumps to do the following:

Provide receipts for fuel purchases.

Sell merchandise to customers who are also purchasing fuel.

The attendant takes the customers cash, credit, debit, or stored value card inside to process the sale on the Ruby terminal. The attendant returns to the customer with the receipt, any change due or the card, and any merchandise purchased.

Note: If the attendant inserts the credit card into the DCR and dispenses fuel, merchandise cannot be added nor can the sale be recalled inside.

Autocollect Inside Sale Steps


2. Press [VIEW].

3. If this is not the correct fuel sale, press [VIEW] again.

4. Press [FUEL].

5. If the customer wants to purchase merchandise, key the item(s).

6. Enter the customers method of payment.

Convert Fuel Sale Price Level

The Convert function switches the total price of a sale between the first two methods of payment set up for fuel sales (usually cash and credit) when the price level for fuel is different for each.

If a customer dispenses fuel at one price level but wants to pay in the other price level, use the Convert function to switch. The fuel sale recalculates based on the new price per unit of fuel. The new fuel sale total reflects in the total for the transaction.

MELVINS SERVICE STATION

Descr. qty amount ------- --- ------ RED CA #01 8.021G 10.00 FULL @ 1.249/ G ---------- Sub Total 10.00 Tax 0.00

TOTAL 10.00 CASH $ 10.00 Change $ 0.00

Autocollect Inside Sample Receipt


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The Convert function can be set up as either a separate [CONVRT] key or as a menu choice under the [OTHER FUEL] key.

Convert Autocollect Inside Sale with [CONVRT] Key


2. Press [VIEW].

3. If this is not the correct fuel sale, press [VIEW] again.

4. Press [FUEL].

5. Press [CONVRT].

6. If the customer wants to purchase merchandise, key the item(s).

7. Enter the customers method of payment.

Convert Fuel Sale Price Level with [CONVRT] Key

1. Enter the fuel sale into a transaction.

a. Key the pump number.

b. Press [FUEL].

2. Press [CONVRT].

Convert Fuel Sale Price Level with [OTHER FUEL] Key

1. Enter the fuel sale into a transaction.

a. Key the pump number.

b. Press [FUEL].


3. Press an arrow key until the Convert function appears.

4. Press [ENTER].

Postpay Fuel Sales

A postpay fuel sale is a fuel sale the customer pays after dispensing:

Postpay: The customer requests approval to dispense fuel. You press [APPROVE]. The customer dispenses fuel and pays inside.

Preset Postpay: The pump is preset for a specific dollar amount or volume. The customer dispenses fuel and pays inside.

Instant On: The customer presses a payment-type key. The customer has a preset period of time to begin fueling. After dispensing the fuel, the customer pays inside.

Fuel Tax Addition: This function allows the ability to add a fuel tax to a fuel type that is displaying a tax free price at the pump. The automatic adjustment is available only for postpay fuel sales.


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Fuel Tax Exempt: This function allows the cashier to remove taxes, or portions of a tax, from a fuel sale. Exemptions are available only on postpay fuel sales.

Postpay Fuel Sale Steps

1. Key the pump number and press [FUEL] to put the first fuel sale due on the pump into the transaction.

2. Press [FUEL] again to put the second fuel sale due on the pump into the transaction instead of the first one.

Postpay Fuel Sale from View Pump Steps

1. Key the pump number and press [VIEW]. The first sale is selected.

2. To select the second sale, press [VIEW] again.

3. Press [FUEL] to put the selected fuel sale into the transaction.

Postpay Fuel Tax Addition/Exemption Steps


2. Press [FUEL].


4. Press the arrow keys until Fuel Tax Exemption appears and press [ENTER].

5. Select the fuel tax exemption from the menu.

6. Press [ENTER].

Prepay Fuel Sales

In a prepay fuel sale the customer pays for the fuel before dispensing. The fuel is entered for a specific dollar amount or volume. If the sale is by volume, the fuel product must be specified. The sale must be paid before the Ruby terminal approves the pump.

The pump stops when the dollar amount or volume is reached or the tank is full.

Prepay Fuel Sale by Dollar Amount Steps

1. Key the pump number and press [PREPAY].

2. Key the dollar amount.

3. Determine if your site has different cash and credit pricing:

If cash and credit are the same price, press [ENTER].

If cash and credit are different prices, press the method of payment.

4. The transaction must be settled before the customer can dispense fuel.


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Prepay Fuel Sale by Volume Steps

1. Key the pump number and press [PREPAY].

2. Press [QTY] and key the volume of fuel including two decimal places.

3. Determine if your site has different cash and credit pricing:

If cash and credit are the same price, press [ENTER].

If cash and credit are different prices, press the MOP.

4. Press the arrow keys until the correct fuel product appears.

5. Press [ENTER].

citgo sales ruby

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