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Configuration

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Enter Account Info

Swiper1 Android application will operate and process transactions without any customization. The minimum required information for processing is:


Main Screen
  • Click & Pledge Portal login email
  • Click & Pledge Login password
  • Click & Pledge Account number

To help with the continuous use of the application at events provisions are available to minimize the need for repeated login prompts.  The following options are available:

  • Stay logged in:  Will keep the session open until the Logout option is clicked from the settings area (accessible through the hamburger menu)
  • Remember User Id & Account #:  Remembers all entries except the password.  To log back in after exiting the app will require entry of the password
  • Show Password:  Provides open field entry for password instead of hidden password displayed as stars.
Once logged in the application will check with the Click & Pledge Portal settings to determine if Salesforce CRM has been enabled. Features will be enabled based on various settings in the Click & Pledge Portal, Salesforce, and within the Swiper1 App.

Swiper1 may be customized through the Options menu available at the bottom of each page.  The following describes all available options.

Options

Options All application settings are accessible through the options menu.  Click on the "Options" bar located at the bottom of all screens to access the application settings.

The following are the top level options available through the options menu:

Option Menu

Merchant Profile

Confirm the account information as well as the order mode. The default order mode is set to Test allowing for the test credit card to be used. Real credit cards may only be transacted in the Production mode. 

Select the payment types, so that they will be displayed in the payment page. Credit card will be the default payment option. echeck and Custom payment should be enabled according to the use. Don’t forget to save the settings at the end.

Merchant Profile

Device Manager

Select the device being used. This is an important step. Using the wrong device with the wrong settings will result in an error.

Device Manager

Settings

The following options are available in Settings.

Settings

Additional Options

For additional optional settings, refer the link: http://manual.clickandpledge.com/Swiper1-Additional-Options.html

Event Settings

In the Event Settings, click on the Request Authorization button to integrate Swiper1 with Events. Make sure that the status is Authorized.

Event Settings

Store Manager

The store manager is the combination of items and categories. Once the category is created, we can create the item. We can create a number of items in one category. The store manager can be accessed from the new transaction screen.

Store Manager 

Reports

Reports may be downloaded for specific date or period using the local database. The report is available for all transactions performed with the unit and may be cleared using the Privacy link in the Settings area. Reports may be emailed or printed using the Bluetooth printer option. Swiper1 report includes:

  • Order #
  • Transaction date
  • Customer name
  • Payment type
  • ID
  • Subtotal
  • Additional fee
  • Tax
  • Surcharge
  • Total due
  • Total charged
  • Tax deductible
  • Signature
  • Recurring Type
  • Periodicity
  • #Installments
  • Location
Reports

Backup & Restore

The Backup & Restore option available in Swiper1 is more than just a simple backup. The feature has specifically been designed to provide an easy method to replicate one Store from one device to another.

Here are a few specific features:
 

  1.      Backup to the cloud minimizes local storage use.
  2.      Only one backup per User ID / account.
  3.      QR-Code links to the backup.
  4.      Restore settings, store or both from the SAME "account" users through email.
  5.      Restore settings, store or both from the OTHER "account" users through QR-Code.
Backup & Restore

Privacy

The local database may be erased. Clearing the local database will NOT remove the data from the Click & Pledge portal. Reports may be downloaded from the portal at any time following clearing the local database. The local database maintains a copy of all transactions for reporting and printing the register report. Reports may be printed or emailed prior to clearing.

Privacy

About

Detailed information about the Swiper1 application as well as contact & support questions is in this section.

About




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