CAN Albert PC-EFTPOS User manual

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 1
Albert
PC-EFTPOS
Integrated User Guide.
Version 6.0
September 2016

2 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 3
Introducing Albert PC-EFTPOS
Integrated 4
1. Getting Started 5
What is Albert PC-EFTPOS Integrated? 5
Getting to know the hardware 5
Configuration Options 7
2. Working with Albert PC-EFTPOS
Integrated 8
Power ON/OFF 8
Charging Albert 8
Recognising Albert’s alerts 9
Status Bar 9
Changing passwords 11
Setting up Communications and POS 11
3. Payments on Albert PC-EFTPOS
Integrated 12
Purchases – Swipe and EMV with
PIN/Signature 12
Purchases – Contactless (total
purchases amount less than $100) 12
Purchases – Contactless (total
purchases amount above $100) 12
Purchases – Low Value Payment (LVP) 13
Purchases with Cashout 13
Cashout 13
Purchases – Manual Entry
(Damaged Card) 14
MOTO (Mail Order/Telephone Order) 15
Refund 15
Cancelling Refunds 16
How to obtain a duplicate receipt 16
Setting the manager refund limit 16
Settlement – Manual Settlement 16
Pre-Settlement/Cumulative Totals 16
Shift Totals Report 16
TMS logon: 16
4. PIN Entry on Albert PC-EFTPOS
Integrated 17
5. Accessibility 18
Accessible Mode 18
How to use Accessibility Mode 18
6. Caring for Albert PC-EFTPOS
Integrated 19
Caring for your device 19
Need help? 19
Contents

4 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
Introducing Albert
PC-EFTPOS Integrated.
Meet Albert PC-EFTPOS Integrated, the portable and secure integrated
payment solution for your business.
1Simple
Albert is easy to set up and use for all your customer payments.
2Portable
With WiFi, USB & Ethernet connectivity options, you can use
Albert in a way that suits you.
3Personal
Customise Albert to suit your business, and keep your data safe
with password protection.
4Accessible
Albert allows people who are blind or have low vision to
complete secure PIN payments.
We’re here to help
If you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week.

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 5
1. Getting Started
We’ve designed Albert to be easy to navigate and use.
What is Albert PC-EFTPOS Integrated?
Albert PC-EFTPOS is a Point of Sale (POS) based solution that uses middleware (PC-
EFTPOS) to process and pass transactional messages between the device and point
of sale. It gives merchants the ability to have a simple integrated solution comparable to
CommBank’s IPP350 product.
Features:
• Connects POS Software to the Payment app on the Albert Terminal
• Data, status and instructions driven by the POS
• Operates terminal using the POS Register rather than the Albert Terminal keypad
Benefits:
• Accepts card payments quicker and easier
• Reduce errors, no re-keying of transaction amount data
• Connects to one printer with a single customer receipt
• Automatic reconciliation between Terminal payments and POS data
• Increased control and oversight (e.g. refunds, MOTO, discounts)
Getting to know the hardware
Rear view Merchant
Feedback light
Printer door Receipt perforator
Power button
Merchant Context
Menu button

6 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
Side view
Printer
door
release
Cover for micro USB
and power outlets
Card reader Albert comes with three card readers for different customer payment options.
Follow the prompts when using the Payment app.
• For swipe: Use the magnetic strip card reader at the top of the device.
• For tap: Use the contactless NFC card reader at the top of the screen.
• For insert: Use the chip card reader at the bottom of the device.
For swipe card
App bank Settings Payment Split Bill
Cash Counter Daily IQ Open Tab Community
Giver
App App
App
App
100% 7:13
3
G
For tap card
For card insert
Business Platinum Awards

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 7
Configuration Options
Albert
PC-EFTPOS
Integrated
comes in
both Pole
Mounted
and Portable
options.
1. Albert PC-EFTPOS
with Pole Mount
• Uses POS as
the primary
communication
• Connection to POS via
USB or Ethernet
• No printer, cable
connection via 3-in-1
cable, pole mount
included
2. Albert PC-EFTPOS
Portable
• Uses POS as
the primary
communication
• Connection to POS
via WiFi, connects
to CommBank for
authentication via WiFi
• In-built printer, pole
mount optional
Flat back Albert
This includes:

8 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
2. Working with Albert
PC-EFTPOS Integrated
Power
ON/OFF
• To Power On, press and
hold the Power button
until a light turns on in the
yellow corner.
• To Power Off, press and
hold the Power button
until the Power off pop-up
appears and select Ok.
• To Reboot, press and hold
both the Power button
and Menu button for 3-5
seconds until the screen
goes black.
• To Force Shutdown,
press and hold the power
button for 8-10 seconds
until the screen goes black.
Power light Power button
Charging Albert
Switch on Press and hold the Power
button to switch on Albert.
Power light Power button
Wake up If Albert is switched on but
the screen is blank, press the
Power button once.
Switch off Press and hold the Power
button until the prompt
appears.

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 9
Charge Albert
with a dock
1. Connect the charging cable
to the dock.
2. Place Albert on the dock.
Charge Albert
without a
dock
1. Remove the power outlet
cover on the left side of the
device.
2. Connect the charging cable
to the power outlet.
Recognising Albert’s alerts
Merchant
Feedback light
The LED Merchant Feedback light changes colour and flashes to indicate
warnings, errors, processing and successes.
Sound Albert has multiple sounds for warnings, errors and successes.
On-screen
messages
Albert uses on-screen messaging to let you know what you need to do next.
STATE LIGHT SOUND MESSAGE
Success Green Sound Message
Processing/Standby White None None
Warning/Error Red Sound Message
Merchant
Context Menu
Access all the different app
functions here, or move between
apps and the home screen.
• To open, press the Merchant
Context Menu button on the
back right corner of the device,
or swipe down the screen
using two fingers.
• To hide, press the Merchant
Context Menu button or
swipe up the screen.

10 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
Status Bar Shows connection
method for Albert PC-
EFTPOS Integrated to
POS.
Example 1: 3G, POS online connected
via USB
Example 2: WiFi, POS offline connected
via USB
Status bar icons and what they mean
Icon Connection
POS online
POS connected
POS offline
POS not connected
Ethernet
WiFi
USB
3G (reception and provider)
Navigating • Between home and
apps: Tap an icon to
open an app from the
Albert home screen.
To leave the app, tap
Home in the Merchant
Context Menu.
• Within apps: All
apps have their own
navigation buttons.
To find out how to
navigate within a
CommBank app,
see the relevant user
guide.
• Navigation buttons:
On pages where
the Navigation Bar
appears, tap the Back
or Home buttons to
move around.
Back Button
Home Button
Navigation bar

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 11
Changing passwords
1. Two-finger swipe down or press the Merchant Home button to bring up the Merchant
ContextMenu.
2. Press Home.
3. Go into the Settings application.
4. Select Options under Albert.
5. Enter the Manager password.
6. Select Change Passwords.
7. Option to change Manager and/or Operator password.
8. Enter current and new passwords and press ‘OK’.
Setting up Communications and POS
Refer to Albert PC-EFTPOS Installer Guide:
• Connecting to Ethernet, WiFi, 3G
• USB Driver Installation
• Connecting to POS using: USB, WiFi, Client
• Common Terminal Error Messages

12 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
3. Payments on Albert
PC-EFTPOS Integrated
Purchases
– Swipe and
EuroPay
MasterCard
Visa (EMV)
with PIN/
Signature
1. Initiate purchase transaction on POS.
2. If transaction has tipping flag on, and
on-screen tipping is enabled, customer
can enter tip either using Percent Tip
(percentage slider) or Manual Tip (manual
digit input) on terminal.
3. Swipe or insert the card.
4. Select the account type ‘Cheque’,
’Savings’ or ‘Credit’.
5. Enter PIN and press ‘OK’ or press ‘sign’ if
this is allowed by the card.
6. Wait for processing to be completed.
7. Remove card when prompted by terminal
if card was inserted.
8. Verify signature on printed signature
receipt if the transaction required a
signature. Press [Yes] to approve or [No]
to decline on POS.
9. Transaction is approved.
Note: Merchant receipt is printed for signature transactions. For POS/External
printer, customer receipt is always printed.
Purchases –
Contactless
(total
purchases
amount less
than $100)
1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/Signature”.
2. Tap card on contactless reader, indicated by the ‘tap’ icon.
3. Green contactless indicators will light up sequentially if card has been
read successfully and is being authenticated.
4. Transaction is approved.
Purchases –
Contactless
(total
purchases
amount above
$100)
1. Steps 1-3 as per “Purchases – Contactless (total purchases amount less
than $100).
2. Enter PIN and press ‘ok’.
3. Transaction is approved.

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 13
Purchases
– Low Value
Payment (LVP)
If transaction qualifies as LVP and the card determines that PIN entry is
not required, PIN entry is bypassed if it is a credit account.
1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/Signature”.
2. Swipe or insert the card.
3. Select the account type ‘Cheque’, ’Savings’ or ‘Credit’.
4. If card was tapped, account type will default to credit with no account
selection screen.
5. Wait for transaction to be processed.
Purchases
with Cashout
1. Purchase and cashout
amountsare entered.
2. If transaction has tipping flag
on, and on-screen tipping
is enabled, customer can
enter tip either using Percent
Tip (percentage slider) or
Manual Tip (manual digit
input)onterminal.
3. In the tip entry screen, the
cashout line is not shown.
4. Cardholder presses ‘OK’
after entering tip and card
presentation screen will
showallPurchase, Cashout
andTiplines.
5. Swipe or insert the card.
6. Select the account type
‘Cheque’ or ‘Savings’.
7. Enter PIN and press ‘OK’.
8. Transaction is approved.
Note: You cannot use cashout with Tap to Pay, MOTO (Card not present) or
manual payment methods.
Initiate purchase transaction with cashout on POS.
Cashout To add an existing email account,
tap the input field to enter the email
address and password. Tap OK.
Cashout
screen

14 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
Purchases – Manual Entry (Damaged Card)
1. Steps 1-2 as per “Purchases – Swipe and EMV with PIN/
Signature”.
2. Merchant presses the Merchant Context Menu button to
access the manual entry screen.
3. Merchant selects ‘Manual Entry’.
4. Enter the credit card number on the touch pad.
5. Merchant can either move to the next fields (‘Expiry Date’
then ‘CCV’) by pressing ‘next’ or tapping the field.
6. Once all mandatory fields are entered, press ‘OK’.
7. Transaction defaults to credit and cardholder presses ‘OK’.
8. Wait for transaction to be processed.
9. Verify signature on printed signature receipt. Press [Yes]
to approve or [No] to decline on POS.
10. Transaction is approved, merchant receipt and customer
copy of receipt is printed.
MOTO
button
Manual Entry
button
Manual or MOTO entry screen

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 15
MOTO (Mail Order/Telephone Order)
Note: MOTO is only available on request by contacting our Merchant Helpdesk on 1800 230 177.
1. Initiate purchase transaction on POS.
2. Merchant presses the Merchant Context Menu button to
access the MOTO entry screen.
3. Merchant selects ‘MOTO’.
4. Enter the credit card number on the touch pad.
5. Merchant can either move to the next fields (‘Expiry
Date’ then ‘CCV’) by pressing ‘next’ or tapping the field.
6. Once all mandatory fields are entered, press ‘OK’.
7. Transaction defaults to credit and cardholder
presses‘OK’.
8. Wait for transaction to be processed.
9. Verify signature on printed signature receipt. Press [Yes]
to approve or [No] to decline on POS.
10. Transaction is approved, merchant receipt and customer
copy of receipt is printed.
MOTO
button
Manual Entry
button
Refund
11. Initiate refund transaction on POS.
12. If prompted by the terminal, enter the manager password or operator password and press ‘OK’.
13. Swipe, insert or tap the card.
14. Remainder of the refund transaction flow is the same as ‘Purchases – Swipe and EMV with
PIN/Signature’ transaction flow.
If no PIN, select sign Enter PIN, sign button
will change to OK

16 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
Cancelling Refunds
How to
obtain a
duplicate
receipt
Request actioned from the POS and shows the last completed transaction with
the option to print it.
Setting the
manager
refund limit
1. Two-finger swipe down or press the Merchant Home button to bring up the
Merchant Context Menu.
2. Press Home.
3. Go into the Settings application.
4. Select Options under Payment, then select Refund Limit.
5. Enter the Manager Limit.
Settlement
– Manual
Settlement
1. Initiate Settlement on the POS.
2. Wait for processing to be completed.
3. Settlement report is printed.
Pre-
Settlement/
Cumulative
Totals
1. Initiate pre-settlement on the POS.
2. Wait for processing to be completed.
3. Pre-settlement report is printed.
Shift Totals
Report
1. Initiate Shift Totals request on the POS.
2. Wait for processing to be completed.
3. Shift Totals report is printed.
Terminal
Management
System
(TMS) logon:
1. Two-finger swipe down or press Merchant Home button to access the
Merchant Context Menu.
2. Home.
3. Settings application.
4. Select ‘For Bank Use’ under Payment.
5. Enter Technician password.
6. Select ‘Connection’.
7. Select ‘Synchronisation’.
8. Options to do ‘Bank Logon’, ‘TMS Logon’ or ‘RSA Logon’.

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 17
4. PIN Entry on Albert
PC-EFTPOS Integrated
Merchants who have a PC-EFTPOS Integrated Albert terminal are required to position
theterminal:
• The terminal screen faces the cardholder, allowing the cardholder to enter their PIN
whenprompted.
• The terminal screen does not face other customers waiting in line, and other customers
cannot observe PIN entry.
A visual representation is given to illustrate this below.
The pole mount should be attached to the counter with double-sided adhesive tape so that it can’t
be forcibly moved. The pole mount also needs to be positioned so that its 210° movement allows
the customer adequate privacy.
In addition to this, training must be provided by the merchant to all staff instructing them of this
requirement.
This is a binding requirement of a PC-EFTPOS Integrated Albert terminal.
1 2 3
4
5 6
7 8 9
Cl
e
ar
a
ll 0
Enter
Cash register
Optical scanner
Albert is specifically angled in
the direction away from the
other customers in the line.
Customer entering PIN is directly
facing other customers in the line
– hence obscuring PIN pad.
Electronic
payment
Cashier
CBA4164 170615
Note: The above diagram assumes that there are no security cameras positioned above the
Albert device in the store.

18 |Commonwealth Bank Albert PC-EFTPOS Integrated User Guide
5. Accessibility
Albert PC-EFTPOS Integrated has the capability to be accessible to the 350,000 Australians who are blind or
have low vision through the use of text to speech technology.
Albert Accessible mode provides a way for people who are blind or have low vision to complete PIN entry
within the Albert Payment app.
Accessible Mode
Accessible
Mode
Albert has been designed to be easy to navigate and use. We also want to
make the payment process easy for people who are blind or have low vision.
How to use
Accessibility
Mode
1. Enter Accessible Mode from the
Merchant Context Menu.
2. Press to turn ON Accessible
Mode.
3. Press return button to Payment
app, initiate transaction from
POS. Then standard card prompt
screen will be shown.
4. Text to speech will prompt the
customer to insert, swipe or tap
their card.
5. Voice prompts will instruct the
customer to enter their PIN, based
on instructions below. An asterisk
will display in the box for each
successfully entered digit.
• Entering a PIN.
• Confirming PIN.
• Confirmation – Upon confirmation
the voice prompt will read out:
• Approved – Total amount,
account type.
Declined – Transaction
declined.
Cancelling Purchase – Long
press with 3 fingers to
cancel and return to previous
screen.

Albert PC-EFTPOS Integrated User Guide Commonwealth Bank | 19
6. Caring for Albert
PC-EFTPOS Integrated
It’s easy to look after Albert, and keep it in good condition.
Caring for your device
Do • Regularly use the cloth provided to clean Albert’s case, screen and
camera.
• Keep Albert safe to avoid theft.
• If any liquid spills on Albert, clean it immediately with a dry cloth.
Don’t • Never attempt to open Albert yourself.
• Keep Albert out of extreme temperatures. Avoid areas below -5 degrees
Celsius or above 45 degrees Celsius.
• Never allow Albert to get wet.
• Dropping Albert could damage the screen or hardware. If this happens,
and any solution leaks out of Albert, do not touch it.
Help with Albert 1800 230 177
Commonwealth Bank Business Service Centre
24 hours a day, 7 days a week
Need help?
We’re here to assist — whenever you need us.

CBA4550 240616