Chase POS Terminal User Guide

Side note:

This video uses text and screen shots from the Chase POS Terminal to convey information.

Cheerful music plays.

On screen:

An illustration of a lightbulb appears, with the opening text:

Text on screen:

'Helpful Tips.'
Chase POS Terminal.
Setting up Wi-Fi on your terminal.

On screen:

The Chase POS Terminal appears. It's a wireless, contactless handheld, card reader and payment terminal.

Text on screen:
To turn on the device, press and hold the power button for three to five seconds. The power button is on the side of the device (toward the top, next to the volume button).

On screen:

A cursor taps the start button and then the terminal's screen displays the Chase logo. Now, a "start screen" appears.  It displays the date and two buttons marked:
 - Chase POS;
 - (and) Settings.

Text on screen:
To get started, select Settings.

On screen:

The cursor taps the settings button and then a box appears labeled "Input Password." It displays a fillable field and clickable text marked "Cancel" and "OK."

Text on screen:
Input password "350000" and tap OK.

On screen:

The cursor inputs the password and then taps "OK." A Settings Menu screen appears, displaying a list of clickable options, including:
 - Network & Internet;
 - Connected Devices;
 - Base;
 - Payment Device Management;
 - Apps & Notifications;
 - (and) More.

Text on screen:
Select Network & Internet.

On screen:

The cursor taps that button and then a "Network & Internet" screen appears. It shows information regarding Wi-Fi connections, preferences, and data usage. The screen displays clickable text marked "Wi-Fi Connection #1" (not connected) "Wi-Fi Connection #2," and "Add Network." It also displays a toggle switch marked: "Use Wi-Fi."

Text on screen:
To enable Wi-Fi, tap the Use Wi-Fi toggle switch.

On screen:

The cursor taps the toggle switch.

Text on screen:
Select the desired network.

On screen:

The cursor taps on "Wi-Fi Connection #1" and then a box appears with a fillable field labeled "Password."  The box displays two buttons marked:
 - Cancel;
 - (and) Connect.

Text on screen:
Enter the network password and select Connect.

On screen:

The cursor enters a password, taps on "connect," and then the "Network & Internet" screen re-appears (with Wi-Fi Connection #1 now connected).

Text on screen:
And that's it.

Logo:

Chase (with the Chase octagon symbol).

Text on screen:

Learn more about your Chase POS.

chase.ca/POS-HowTo.

END

Side note:

This video uses text and screen shots from the Chase POS Terminal to convey information.

Cheerful music plays.

On screen:

An illustration of a lightbulb appears, with the opening text:

Text on screen:

Helpful Tips.
Chase POS Terminal.
Managing your product catalogue.

On screen:

The Chase POS Terminal appears. It's a wireless, contactless handheld, card reader and payment terminal. The Chase POS Terminal displays a "Product" screen showing two tiles marked "Custom Item" and "Add a new product."

Text on screen:
To access your product catalogue, click on the hamburger menu and select Product Catalogue.

On screen:

A cursor taps the menu icon at the top left of the screen. Now, a side menu appears, listing options marked:
 - New Sale;
 - Dashboard;
 - Product Catalogue;
 - Hardware;
 - Sales History;
 - Support;
 - Settings;
 - (and) Close Menu.

The cursor taps "Product Catalogue" and then a screen appears reading: "You don't have any products yet. Click the "plus" to start adding.

(The "Plus" icon button is toward the bottom right of the screen.)

Text on screen:
Select the "plus" icon and select Add New Product.

On screen:

The cursor taps on the "plus" icon and then three buttons appear marked:
 - Add New Product;
 - Create Category;
 - (and) Add Tax.

The cursor taps on "Add New Product" and then a screen appears, displaying a camera icon, a toggle switch marked "Availability," and fillable fields…

(The cursor enters information into different fields).

Text on screen:
You can add a:
 - Picture;
 - Product Name;
 - Description;
 - SKU Number;
 - (and) Unit Price.

Text on screen:
To enable product for purchase, tap the Availability toggle switch.

On screen:

(The cursor hovers next to the toggle switch.)

Text on screen:
You can also add a tax to your new product. Select "Taxes" to display a list of options configured for your business.

On screen:

The cursor scrolls upward to move to the bottom of the screen, where a tile is marked "Taxes" and two buttons read:
 - Save;
 - (and) Delete Product.

The cursor taps on "Taxes" and then a page labeled "Tax Options" appears. The options include:
 - HST (13%);
 - PST (7%);
 - or GST (5%).

Text on screen:
Select the applicable tax rate for the item.

On screen:

The cursor taps 13% and then taps on the "return" arrow at the top left of the screen. Now, the previous screen appears.

Text on screen:
Select Save.

On screen:

The cursor taps on the button marked "Save" and then a screen appears that displays a list of products.

Text on screen:
You can also organize products into categories.

On screen:

The cursor taps on the "Menu" icon and then the side menu appears.

Text on screen:
Select Product Catalogue.

On screen:

The cursor taps "Product Catalogue" and then a screen appears, reading: "You don't have any categories yet! Click the "plus" to start adding."
(The "Plus" icon button is toward the bottom right of the screen.)

Text on screen:
Tap the plus to start creating a new category.

On screen:

The cursor taps on the "plus" icon and then three buttons appear marked:
 - Add New Product;
 - Create Category;
 - (and) Add Tax.

Text on screen:
Select Create Category.

On screen:

The cursor taps on "Create Category" and then a screen appears, displaying a fillable field marked "Category Name" and a menu button marked "Associated Products." At the bottom of the screen is a button marked "Save."

Text on screen:
Start by entering the name of the category you want to create. Once you've finished entering the name of the category, select the Associated Products you want to add.

On screen:

The cursor enters a name into the fillable field and then taps the "Associated Products" menu button. A screen appears displaying a clickable list of products and a button marked "Confirm."

Text on screen:
Select the products you want to add to your category by tapping the square next to each product. Once you've selected the products, tap "Confirm.".

On screen:

The cursor selects two products and then taps on the button marked "Confirm." A screen appears showing the two selected products and a button marked "Save."

Text on screen:
Tap Save to complete adding a new category to your Product Catalogue.

On screen:

The cursor taps the "Save" button and then a screen appears, reading: "Category has been successfully added." 

Text on screen:
If you are having trouble finding a product you can select the Search icon in the top right part of the screen, to search.

On screen:

The cursor taps the "Search" icon (shaped like a magnifying glass) and then a search bar appears. The cursor types the word "belt" into the search bar and then two belt product listings appear.

Text on screen:
And that's it.

Logo:

Chase (with the Chase octagon symbol).

Text on screen:

Learn more about your Chase POS.

chase.ca/POS-HowTo.

END

Side note:

This video uses text and screen shots from the Chase POS Terminal to convey information.

Cheerful music plays.

On screen:

An illustration of a lightbulb appears, with the opening text:

Text on screen:

Helpful Tips.
Chase POS Terminal.
How to make a sale using your product catalogue.

On screen:

The Chase POS Terminal appears. It's a wireless, contactless handheld, card reader and payment terminal. The Chase POS Terminal displays a screen showing a list of products.

Text on screen:
There are three ways to make a sale -
1. Add an item from your Product Catalogue.

On screen:

(The product list becomes highlighted.)

Text on screen:
2. Perform a Quick Sale by entering the total sale amount.

On screen:

(The "Quick Sale" tab toward the top right of the screen becomes highlighted.)

Text on screen:
Or 3. Sell by creating and adding a custom item

On screen:

(A tile marked "Custom Item," at the top of the product list, is highlighted.)

Text on screen:
In this video we will show you how to make a sale from your Product Catalogue. You can add one or more existing products from your catalogue to quickly build your cart. First, select an item from the Products tab.

On screen:

The cursor taps on an item from the product list and then a screen appears with a fillable field marked "Quantity" and a button marked "Add to cart."

Text on screen:
Adjust the Quantity of items you want to add to your cart. Select Add to Cart.

On screen:

The cursor selects a quantity of one item and then taps on the button marked "Add to Cart." The screen showing the product list appears, with the item added to the cart, as indicated by a small green circle marked "one."

Text on screen:
Your item has been added to your cart. You can continue to add other items to your cart or select Subtotal to review your order and accept payment.

On screen:

The cursor taps a button marked "Subtotal," near the bottom of the screen. A verification screen appears with information about the order and a button marked "Select Payment."

Text on screen:
Tap on Select Payment for your sale

On screen:

The cursor taps on that button and then a screen appears reading "Select your payment method." Options include:
 - Credit or Debit;
 - or Cash.

Text on screen:
You can select either Credit or Debit - or Cash. We accept all major debit and credit cards (Interac, Visa (registered trademark), Mastercard (registered trademark), and American Express (registered trademark)…and digital wallets (Apple Pay, Google Pay, etc.)

On screen:

The cursor taps a button marked "Credit or Debit" and then a screen appears labeled "Present Card." The screen displays the price of the order and icons illustrating contactless card use and insertion of a card into the terminal.

Text on screen:
Selecting Debit or Credit will allow you to accept a debit or credit card payment. Your terminal supports tap, insert, and manual entry (depending on what entry methods have been made available to your business).

On screen:

Now, the screen displays a receipt for the sale. It also displays buttons marked "Print Receipt" and "Done."

Text on screen:
Once your customer completes payment, a copy of the receipt will appear on screen. If you would like to print a copy of the receipt, select Print receipt.

On screen:

The cursor taps on that button and then a receipt prints out from the top of the terminal.

Text on screen:
Select Done.

On screen:

The cursor taps the button marked "Done" and then a verification screen appears, reading: "Payment Complete. Approved."

Text on screen:
A Payment Complete screen will appear where you can:
 - 1. Reprint the receipt;
 - 2. Send the receipt digitally;
 - (or) 3. Finish by clicking the Done button.

Logo:

Chase (with the Chase octagon symbol).

Text on screen:

Learn more about your Chase POS.

chase.ca/POS-HowTo.

END