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--- support:05_device_setup:apps:creditcard:xchargemobile [2015/05/16 10:58]
jmather Add images for CommLink Main Menu and Settings
+++ support:05_device_setup:apps:creditcard:xchargemobile [2015/05/27 20:37] (current)
jmather Annotate screen shots. Update Authorization notes.
@@ Line 1: / Line 1: @@
 ====== XCharge Mobile Setup ======
-This document describes installation and setup of XCharge Mobile, the credit card processing application from OpenEdge / Accelerated Payment Technology.
+This document describes installation and setup of XCharge Mobile, the credit card processing application from OpenEdge (formerly Accelerated Payment Technology).
-Tags: xcharge, x charge, credit cards, credit card setup
+CommLink uses XCharge Mobile to securely execute credit card transactions.  CommLink then uploads the results of those transactions to Dispatch Direct (the Ranger website).
-===== Procedure =====
+Tags: xcharge, x charge, credit cards, Android credit card setup
+===== Setup Procedure =====
 ==== 1. Install XCharge Mobile ====
-On your mobile device, download XCharge Mobile from the Google Play Store.  Either:
+On your mobile device, download XCharge Mobile from the Google Play Store.
+There are two options to find XCharge Mobile on the Play Store:
   * Follow this link: https://play.google.com/store/apps/details?id=com.apt.xcharge&hl=en
-  * Or search the Play Store on “xcharge" or “xcharge mobile”
+  * Search the Play Store on “xcharge" or “xcharge mobile”
-The app is called XCharge Mobile from OpenEdge
+The app is called XCharge Mobile from OpenEdge.
-Download the free app to the device
+Download the free app to your device.
-=== Screen Shots ===
 Searching the Play Store for XCharge Mobile: \\
-{{ :support:05_device_setup:apps:creditcard:google_play_xcharge_mobile_search.png?700 |Search for "xcharge mobile"}}
+{{ :support:05_device_setup:apps:creditcard:google_play_xcharge_mobile_search.png?600 |Search for "xcharge mobile"}}
 XCharge Mobile on the Play Store: \\
-{{ :support:05_device_setup:apps:creditcard:google_play_xcharge_mobile_main.png?700 |XCharge Mobile}}
+{{ :support:05_device_setup:apps:creditcard:google_play_xcharge_mobile_main.png?600 |XCharge Mobile}}
 ==== 2. Download CommLink Version 3.00 (or higher) from the Ranger web site ====
-First, be sure to Uninstall any versions of the Ranger mobile app (CommLInk) currently on the device (this is essential to avoid database corruption).
+  - First, be sure to Uninstall any versions of the Ranger mobile app (CommLInk) currently on the device (this is essential to avoid database corruption).
+  - Then with the browser on the device,  go to http://www.rangersst.com/mobile/android/
-Then with the browser on the device,  go to http://www.rangersst.com/mobile/android/
+  - If you haven't already, bookmark this page for future use.
+  - Click on "Other downloads and special test builds" at the bottom of the page
-If you haven't already, bookmark this page for future use.
+  - Click on V3.00 (or higher) and the download will begin
-Click on "Other downloads and special test builds" at the bottom of the page
-Click on V3.00 (or higher) and the download will begin
 ==== 3. Login to CommLink ====
@@ Line 42: / Line 40: @@
 When the download is complete, install the app (Tow2.apk), open the app, and log-in (you will need valid driver and truck numbers)
-==== 4. Go To CommLink Settings ====
+==== 4. Configure CommLink Settings ====
 After successful login, go to the Main Menu in CommLink and choose "Settings".  In "Settings", you'll see the three card card options that we'll configure next.
@@ Line 51: / Line 49: @@
 === 4a. Set Card Entry ===
-Return to Settings and select "Card Entry" and choose "Keyed" for manual entry of credit card numbers
+In Settings, select "Card Entry".
+  * If you are using a card reader (MagTek Bullet or IDTech Shuttle), choose "Swipe" (first screen shot)
+  * If you do not have a card reader and will be manually entering card numbers, choose "Keyed" (second screen shot)
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:cc_commlink_entry_swipe.png?250|Swipe}} {{:support:05_device_setup:apps:creditcard:cc_commlink_entry_keyed.png?250|Keyed}}
+<html></center></html>
 === 4b. Set Card Processor ===
-Select  "Card Processor" and confirm the default configuration --  X-Charge Mobile and X-Web  -- which is the appropriate choice
+In Settings, select "Card Processor".  Confirm the default configuration --  "X-Charge Mobile and X-Web"  -- is selected.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:cc_commlink_processor.png?250|Processor}}
+<html></center></html>
 === 4c. Do Card Setup ===
-Select  "Card Processor" and confirm the default configuration --  X-Charge Mobile and X-Web  -- which is the appropriate choice
+In Settings, select "Card Setup".  Then select "Setup X-Charge Mobile".  This will open the "Swiper Setup" screen in XCharge Mobile.
+  * If you are using a card reader, select your card reader model at the top of the screen.  Then choose "TEST" to test the connection to the card reader.  When you're done, choose "Save" at the bottom of the screen.
+  * If you do not have a card reader and will be manually entering card numbers, choose "None" at the top of the screen,  then choose "Save" at the bottom of the screen.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:cc_commlink_setup.png?250|Card Setup}} {{:support:05_device_setup:apps:creditcard:xcm_setup_main.png?250|XCharge Mobile Setup}}
+<html></center></html>
 ==== 5. Run a Test charge ====
 The device should now be ready - Consider creating a test job in Ranger, assigning it to the device (driver/truck).  At ARRIVED, run a credit card authorization with your own credit card for a nominal amount.  The authorization process will create a "token" that relates the CC number to the transaction in Ranger.  (To be PCI compliant, credit card numbers are only stored in the X-Charge vault; NO CC numbers are stored in Ranger; further, NO credit card numbers should be entered into Ranger note fields.  This is an invitation to hackers - jeopardizing the operation of the system.)
-If successful, Cancel the job; the authorization will expire
+  * If successful, Cancel the job; the authorization will expire
-If not successful, call for troubleshooting assistance
+  * If not successful, call for troubleshooting assistance
+=== Authorization at Arrived (or Hooked) ===
+Choose "Credit Card Authorization" from the Arrived (or Hooked) Menu, then enter the Authorization Amount.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_arrived_menu.png?250|Arrived Menu}}
+{{:support:05_device_setup:apps:creditcard:commlink_arrived_authorization.png?250|}}
+<html></center></html>
+For Keyed entry, the entry form will appear.  For Swipe entry, the "Please Swipe Card" prompt will appear.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_arrived_keyed.png?250|Keyed}}
+{{:support:05_device_setup:apps:creditcard:commlink_arrived_swipe.png?250|Swipe}}
+<html></center></html>
+After entry is complete, the result of the Authorization is displayed.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_arrived_success.png?250|Arrived Authorization Complete}}
+<html></center></html>
+=== Sale at Clear ===
+Choose "Payment" from the Clear WrapUp Menu, then choose "Credit Card" and the Amount.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_clear_wrapup.png?250|Clear WrapUp}}
+{{:support:05_device_setup:apps:creditcard:commlink_clear_payment_type.png?250|Clear Payment Tye}}
+{{:support:05_device_setup:apps:creditcard:commlink_clear_amount.png?250|Clear Amount}}
+<html></center></html>
+If a card was successfully Authorized during Arrived (or Hooked), a prompt appears.  Choosing "Yes" skips the Keyed/Swipe entry screen and goes directly to the result screen.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_clear_authorized.png?250|Clear Authorized}}
+<html></center></html>
+For Keyed entry, the entry form will appear.  For Swipe entry, the "Please Swipe Card" prompt will appear.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_clear_keyed.png?250|Clear Keyed}}
+{{:support:05_device_setup:apps:creditcard:commlink_clear_swipe.png?250|Clear Swipe}}
+<html></center></html>
+After entry is complete, the result of the Sale is displayed.
+<html><center></html>
+{{:support:05_device_setup:apps:creditcard:commlink_clear_success.png?250|Clear Sale Complete}}
+<html></center></html>
 ==== 6. Confirm access to OpenEdge / Accelerated portal website ====
 You will also want to be sure you have your username and password for the X-Charge Web Portal in a secure, convenient location.
-The Credit Card transaction report in Ranger will provide a log of processing activity, including a record of the truck/driver processing a credit card
+  * The Credit Card transaction report in Ranger will provide a log of processing activity, including a record of the truck/driver processing a credit card
-The X-Charge portal provides information on the processing status of each transaction.  If you have not received credentials for the portal, please contact Accelerated (OpenEdge) directly
+  * The X-Charge portal provides information on the processing status of each transaction.  If you have not received credentials for the portal, please contact Accelerated (OpenEdge) directly

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