Point of Success Product Information [Internal Use Only]

Point of Success Software (3) Levels

• Point of Success: Special Edition – Free 

  • Up to and including version 3 –  limited to (2) users. 
  • Version (4+) limited to (1) user
  • Customer Menu Creation
  • Order Entry – send to kitchen – print receipt
  • Manager – settings, reports
  • Add on products available and compatible.  Exception is delivery / customer data requirements.
  • Not able to save data on 
    • Customer demographics  (delivery, text messaging)
    • Marketing
  • No super buttons 
  • Credit Card – Point of Success Special Edition
    • Credit card processing
      • 4.1 and below = FIS/Worldpay only
      • 4.2 and above = POSPay and FIS/Worldpay

• Point of Success: Standard

  • Additional licenses available for purchase
  • Customer menu creation
  • Order Entry – send to kitchen, receipt printing
  • Manager – settings and reports
  • Add on products available and compatible.  Exception is delivery / customer data
  • Not able to save data on 
    • Customer demographics  (delivery, text messaging)
    • Marketing
  • No super buttons

• Point of Success: Premium

  • Advanced menu creation options (combo and super buttons)
  • Order entry – send to kitchen, receipt printing, delivery/driver management
  • Manager – settings, reports, marketing
  • Full featured including bar tabs, take out, delivery, sell by weight, enhanced security, premium menu features.  
  • Add on products available and compatible.  

Software

• Software – resides on local server, not cloud based
• Add on programs purchased as needed
• Driver dispatch written in program
• Windows operating system
• Apple/MAC – require windows virtual computer
• Printers require windows drivers
• Server – data host on one computer only
• Back office can run on any computer
• Each Computer needs a license

Hardware

• Caller ID box
• Fingerprint Sensor
• Video surveillance 
• Credit Card Devices – CC processors listed on NETePay site
  • VX805 USB – Serial devices  run 100 foot cable 
• Printer needs
  • Windows Driver
  • Printer interface 
• Pole display (interface is serial)
  • Plugged into comport
• Cash drawers
  • (2) cash drawers can be in (1) computer
  • Cash drawers link with printer
• Kitchen Monitor – Premium only
  • Uses windows networking
  • Full computer for every station is required 
  • Works with bump bar
• Does not interface with a menu board

Product Pricing

Point of Success Premium: Premium  Information

Point of Success. Point of Success offers both a terminal based one-time purchase solution as well as a terminal based monthly subscription solution. 

• One-time purchase price – $799.99 first computer
• Each additional computer – $250.00

• Subscription Price – $ includes Point of Success: Premium, Point of Success: Time Clock, Point of Success: Employee Scheduler and Point of Success: Table Management. 
• Point of Success has some amazing features included in the software as well as add on features that can be purchased separately.  
• Point of Success Premium includes a back office feature allowing for sales reporting. 
• The back office feature can be installed separately to an additional computer, although the security features can limit who can access the back office and manager functions.
• Point of Success is a local-client based software that is not cloud based.
• Point of Success Premium is purchased separately for each location.
• Point of Success has some amazing features included in the software as well as add on features that can be purchased separately. 

Point of Success: Caller ID 

Point of Success Caller ID makes caller information available on every order entry workstation. Find existing customers and create new customer accounts easily.

• Point of Success: Caller ID – (2) line -$399.00
• Point of Success: Caller ID – (4) line – $499.00
• Point of Success: Caller ID – (8) line – $799.00
• Point of Success: Caller ID – Software Only – $249.00
• Point of Success: Caller ID – Replacement Box – (2) line – $199.00
• Point of Success: Caller ID – Replacement Box – (4) line – $350.00
• Point of Success: Caller ID – Replacement Box – (8) line – $575.00

Point of Success: Time Clock – $129.00

Track and total employee hours worked for help in payroll processing. Supports multiple staff positions and pay rates, tracks cash tips.

• Manager set hours and makes correction
• Office staff – Time clock left toolbar
  • Current Pay period is ____
  • Needs to check in on that date
  • Prints out pay period
• Office manager – tools – select print templates – chosen
  • Station settings on every station – pick target printer – workstation setup
  • Drop add misc box –  not customer receipt/ prep ticket / cc ticket

Point of Success: Employee Scheduler – $129.00

Simplifies employee scheduling by tracking available hours, repeating schedules that rarely change, and helps control labor costs.

• Set up staffing
  • Day
  • Time of day
  • Position
• Employee availability tracking
• Duplicate/modify recurring schedules
• Reporting

Point of Success: Table Management – $129.00

Manages reservations, wait lists and table status at the hostess station. Define dining area

• Define/manage dining area
• Create/Edit/Cash out guest order by table

Point of Success: Inventory – $399.00

Handles vendor ordering, recipes, food usage, cost reporting and more! Helps find and fix food cost and profitability problems like theft, poor portion control, spoilage, waste and under pricing. 

• Incoming items
• Recipe – pull out of inventory
• Tools – import recipie sales
• Import sales

Point of Success: Central Point Remote – $199.00

Automatically sends financial data, customer information and reports. Used in each store location. Remote can be used alone to schedule, produce and email reports without the need for a Headquarters module on the receiving end. Reports include daily financial summaries, purchase activity and customer information.

• Add on product to POS
• Report account my emails
• Report neutral email address

Point of Success: Central Point Headquarters – $199.00

Receives information sent from remote locations. Produces financial reports and manages marketing lists. Used in the headquarters location.

• Not an add on product to POS
• Larger Companies – Central locations data for all
• Historical past data

Point of Success: Dashboard -$19.00/per month/per location

Track restaurant financial information wherever you are.

• Download the app- works with MAC and Windows
• Tracks real time reports for on the spot decision making and problem solving
• Setup subscription in SAM
  • $19.00 a month
• Dashboard Administrator
  • Create password and send to client at email client requested
  • Email sent with login information
  • Client changes password – we no longer have access
  • If a client forgets their password, we can reset it (Support Charge) 
    • Client can change it
    • Point of Success does not have a record of PIN numbers
• Renewal/Set-up a Subscription
  • Enter new CC#
  • Enter in today’s date for renewal – click save. This will renew the subscription
  • Change from hold to active before cc date
  • After the fact – backup –  go to the serial number – go to override – give 30 days
• Dashboard Cancelation
• System Administrator
• Change password – locked out – Save
• Subscription status – not active

Online Ordering

Customers place their take-out, delivery or catering order on your web menu! Increase ticket averages, reduce costs and improve customer satisfaction.

Point of Success: Online Ordering

• Send Customer Point of Success: Online Ordering agreement via Docsketch
• Point of Success: Online Ordering – Only integrates with Point of Success: POSPay
• Customer fills out Merchant Information Form for Point of Success: POSPay
• Point of Success Extracts menu data from Point of Success software
  • POSP uploads menu to Point of Success: Online Ordering program
• Customer send  in Online Menu
  • POSP creates Online Menu in Point of Success: Online Ordering program
• Point of Success: Online Ordering price structure
  • One time setup fee of $399.00
  • Monthly fee $149.00

Point of Success: Online ordering – with Big Holler

• Point of Success: Online ordering software purchase – $199.00
• Set up account with Big Holler
• Send menu to Big Holler
• Big Holler builds the menu
• Big Holler sends XMLfile to client for matching menu items
  • Point of Success Support can assist with the linking process (Support Charge) 
• Big Holler links files in Big Holler to website
• Backend sends order to POS system – process like real order
• Big Holler – Middleware or link between website and Point of Success

• Three options for account payment with Big Holler
  • Monthly- Pay a one-time set up fee of $249.00 to set up the website and online menu. A monthly fee of $109.00 is assessed for unlimited orders.
  • Yearly – Pay a one-time set up fee of $149.00 to set up the website and online menu. A yearly fee of $1,068.00 is assessed for unlimited orders. Paying a year up front will save $100.00 in set up fees and will average $89.00 a month.
  • (2) Years – Pay a one-time set up fee of $99.00 to set up the website and online menu. A fee of $1,896.00 is assessed for (2) years of unlimited orders. Paying two years up front will save $149.00 in set up fees and will average $79.00 a month. 
• Additional fees for credit card integration with Point of Success: POSPay
  • Fees charged by Big Holler- $12.00/Monthly $0.12/Per Transaction
  • Fees Charged by Authorize.net – $19.99/Monthly $0.07/Per Transaction
• Non-Point of Success: POSPay – additional merchant account for ecommerce
• Big Holler can build a website (same look and feel) or attach to current merchant website 

86 Borders: Mapping, Driver Directions and Customer Notification

86 Borders is set up as our strategic partner, enabling a seamless integration with your Point of Success software. In addition, there are three fees that are associated with the setup and usage of 86 Borders. For more information on 86 Borders, go to:  www.86borders.com. 

• Fees associated with 86 Borders:
  • One time sign up fee: $39.99
  • Per order: $0.25
  • Text Marketing: $0.04 per message 

• Customer signs up with 86 Borders:Send email to Julie McDonald
  • Location
  • Name
  • Logo
  • Admin User
• 86 Borders – setup
  • Admin password – 86 Borders side 
• Check box “Use Mapping”  
  • Use 86 Borders Geo Force – API
• Mapping turn off
  • Turns on and off entire system
• Text marketing
• Location ID – Lookup in 86 Borders

86 Borders: Driver Dispatch Process

• Drivers menu
  • Cannot see driver – setup driver bank
  • Dispatch – driver group
• Order entry – Click on order – Click on driver – Send “out” bottom right corner
• Complete properly – 
  • get errors – complete without mapping 
  • No – edit – view tickets -edit order
  • Name – fill in email
• New order to drivers phone
• 86Borders.com to get map
• Separate screen to watch drivers
  • in/out drivers – bring drivers back in
• Touch orders – then drivers – dispatch to that driver (multiple orders – 1 driver)

86 Borders: Add – New Customer

• Click on “Customer” from the left hand menu in SAM 
• Click on “Show customer list” under “View” on the left hand menu under the Customers menu to change “Overview” to “Customer List” format.
• Click on “Add new customer” under “Manage Accounts” on the left hand menu under the Customers menu. 
• Complete “Customer Entry” form 
• Click “Save” 

Click the links below for demonstrations on both the text marketing and the map visibility.

• Text Marketing – https://www.dropbox.com/s/ktv5s9al91mv8h7/Point%20of%20Success%20and%20Text%20Message%20Marketing.mp4?dl=0
• Map Visibility – https://www.dropbox.com/s/o43x3s5km3renq9/Point%20of%20Success%20Delivery%20Visibility%20Video.mp4?dl=0

Credit Card

• Credit Card Before 2.36 = No merchant Tokenization
• 2.74 – 3.11 chargepath – uses Tokenization – Not Compliant
• 3.5 – Current = uses NETePay

Point of Success: POSPay 

• Required: Point of Success version 4
• Included
  • NETePay
  • NETePay Connector
• Merchant purchase card readers from Point of Success – 
  • VX805 $199.00
  • EMV – VX805 (all stations must have a VX805 or customer can be double charged)
  • Point of Success: POSPay Customers receive:
    • Free gift card service 
    • PCI compliance assistance
    • One account for in-store and online ordering 
    • No early termination fees (*30 days written notice and full processing required during the 30 day notice period or $495.00 Early Termination Fee)

Processing Credit Cards through Point of Success: WorldPay – from FIS (formally Vantive – formally Mercury)

• Included – (no payment required)
  • NETePay
  • NETePay Connector
• Merchant purchase card readers from Point of Success
  • EMV – VX805 (all stations must have a VX805 or customer can be double charged)
  • Non-EMV – Card swipe MSR
  • Point of Success only supports credit card devices purchased from us

• WorldPay- from FID: Gift Card  
  • Merchant Login: https://portal.mercurypay.com/nonsecure/fpassword.aspx

Bar Tab – 

• Currently only available with WorldPay – from FIS
• True Pre-Auth (use token for subsequent transactions) / Pre-Auth Capture (2 separate software)
• Uses a true Pre-Auth: Liability is Shifted to the Merchant
• Bar Tab Allows a customer to take payment and adjust many times
• Keeps Card data and Holds onto transaction – so merchant can adjust the amount
• VX805 – EMV vs PDCX
• Datacap protocol – DSI – PDCX

Processing Credit Cards through Point of Success: Third Party 

• ISO’s are required to visit https://www.pointofsuccess.com/iso/ and complete the survey before Point of Success is able to talk to them.
• Rapid Connect is not available through Point of Success.
• Point of Success cannot guarantee a successful deployment
• Point of Success cannot guarantee a successful terminal integration

Non-Vantiv EMV – 

• Point of Success version 4+(below version 4 is not compatible with non-Vantiv EMV processing) 
• Required Purchase- Billed monthly via ACH
  • NETePay Integration – $39.00/month first lane and $19.00/month each additional lane 
  • NETePay Connector – $29.00/monthly
• Complete VAR Sheet
• Point of Success stages the file with DataCap for deployment – No Rapid Connect
• Credit Card Devices are provided and supported by Credit Card Processor/ISO

Non-Vantiv Non-EMV

• Complete VAR Sheet
• Required Purchase- Billed monthly via ACH
  • NETePay Integration – $39.00/month first lane and $19.00/month each additional lane 
  • NETePay Connector – $29.00/monthly
• Complete VAR Sheet
• Point of Success stages the file with DataCap for deployment – No Rapid Connect
• Credit Card Devices are provided and supported by Credit Card Processor/ISO

Point of Success Special Edition

• Credit card processing: Point of Success: POSPay and Worldpay only
• Point of Success add-on products can be purchased and attached to Special Edition

Point of Success: POSPay – Gift Cards

• There are two choices. 
  • Stock cards 
    • Stock Cards are cards with simple designs that have slogans like, ‘A gift for you’ or ‘Gift card’ on the front. 
      • A merchant can choose how many but not which card type. 
      • We cannot guarantee one design or the other, it is based on the availability in our inventory at the time of purchase.
    • 100 cards – $0.75 per card + $10 shipping = $85.00 – however, they can purchase any amount they choose. 
    • Add more shipping for every 250 card set
  • Custom cards 
    • Custom cards are the best to sell – 
    • Custom cards take at least 2-3 days to design 
      • We include 30 mins of design time in each beginning order.
      • Additional design time is billed in 15 min increments at $16.00 per quarter hour. 
      • The extra design time will be handled by Aja and she will communicate with the merchant directly once the order is set. 
    • 2-3 weeks to ship. 
    • The customer card pricing is on the Gift Card Flyer. 
• Multi-location (chain) concepts can split the cost and distribute between locations  
• Selling tips for Merchants:
  •  Holiday/Slow time is an excellent time to sell gift cards. 
  • 35% of the value on cards is never used.  
• In order for a Merchant to use empty gift cards from a previous provider, each card would need to be swiped separately, put info into a Notepad file, and emailed to POSP before we could upload the range,

POS Registration

• New Products: (2) questions 
  • Have you Installed?
  • Have you Registered?
• Version 3 = upgrade
• All Version 2 has been depreciated 
  • Support no longer available 
  • Support charge for registration

• Registration Screen
  • Go to “Office manager”
  • Click on “Tools”
  • Click “Registration” or “Company Name” 

• New Registration
  • Enter server id 
  • Click “ generate code”  – this will give new unlock code
  • Merchant will need serial number and unlock code to complete new registration

• To email registration information:
  • Click “ copy registration” and paste in email.
    • (4) items: Company name, Serial number, Unlock code, Product information

Registered To: Pizza Time

Serial Number: 7341116103157019

Unlock Code: C0FD C248

Product: POSP4

• Register multiple products for same merchant
  • In the Edit User Information window, click “Copy User Information”
  • Click “Save”
  • Open next product to register
  • Click “Paste User Information”
  • Click “Generate Code”
  • Click “Copy User Information”
  • Click “Save” 
  • Continue to next product

• Register the products in the order of tabs or products listed in the registration box.
  • Premium
  • CallerID
  • Time Clock
  • Employee Scheduler
  • Table Management
  • Central Point Remote
  • Online Ordering
  • Inventory

• Re-Registration – New Server ID
  • In notes: enter reason for re-registration with date and previous server id 
  • Enter server id 
  • Click “ generate code”  – this will give new unlock code

• Subscription Registration
  • Click on “check online”?
• Troubleshooting Registration
  • Verify the following:
    • Product Serial number
    • Business Name – must be exactly as it appears in SAM
    • Server ID
    • Unlock code – B’s and 8’s get mixed up
    • Correct Version – all products must be on the same version
      • Go to “Office manager”
      • Click on “Tools”
      • Click “Help” at top of screen 
      • Click on “about”

Transfer of Ownership

If Point of Success software is sold either alone or with the sale of a restaurant we will transfer ownership of the software. The new owner cannot be supported until the software transfer is complete. Once it is determined that there is a new owner, place the account on support hold.  Make notes on the account and the alert note should be “Need Transfer”.

Generate a Transfer of Ownership Application in the reports section of SAM under Special forms. The customer number or user code is used to generate the form.  Send the Application for Transfer of Ownership to the seller or buyer or both. See below.

• Click on “Reports” from left side menu in SAM
• Click on “ Special Forms”
• Click on “ Transfer of Ownership”
• Enter in Customer Code in ALL CAPS
• Click on print icon and print to PDF
• Send instruction email to Merchant with attached Transfer of Ownership PDF 
  • Need following documentation for Transfer of Ownership
    • Current owner’s signature and copy of current owner’s legal id
    • Copy of sales agreement showing POS included in the sale

The Application for Transfer of Ownership must be returned by the seller with a copy of their photo ID. The photo ID is used only to verify that the signer of the document is in fact the seller.

If the buyer is unable to get the seller’s signature or photo ID, the buyer can complete the transfer document and return with a copy of the sales agreement showing that the software is an asset of the sale.

 A $100 Transfer fee is required.  If one of our authorized dealers facilitated the transfer we will waive the transfer fee. The dealer must forward the required documents to Point of Success.

In lieu of the $100 Transfer fee, the buyer may:

• Purchase a six month technical support plan for $299.00
• Purchase a Point of Success software upgrade:
  • Point of Success version 2 – $499.00
  • Point of Success version 3 with (1) or (2) licences – $199.00
  • Point of Success version 3 with (3) or more licences – $299.00
• Customer on current Point of Success version = sign up for Point of Success: POSPay 

Once the Transfer is complete, document on the customer account and remove the support hold.

Support

• All support calls require a SAM Ticket.
• New Point of Success purchase – Free support for 30 days from first call
• Per incident  – $89.00
• Subscription – $45 per month (3 month minimum)
• 6 month plan – $299.00

International Support

• Adjust regional settings in Windows to the country the business is located.
• Limited call options outside US
• Support calls require an email as a backup method of communicating
• Skype is an option
• Currently no credit card options outside of the US

Setting the PIN in Special Edition

• Once Point of Success is installed you will see two shortcuts on the Windows desktop. 
• One is for Order Entry and the other is for Office Manager.  
• Open Office Manager.  
• Upon opening, the first thing to do is setup/create and administrator (enter the name of the administrator).  
• The next screen will ask you to choose a PIN.  The PIN you enter will be the PIN for the administrator login for all functions.
  
  Resetting the PIN ( Support Charge)

Assuming you have done this and forgot the PIN, then a PIN recovery will be needed.  The procedure for a PIN recovery is listed below:

1. Email a request to recover a lost PIN – be sure to send a photo ID of the software owner with the request. Be sure to include the name of the business in the email request.
2. Provide a contact phone number so we can call you and logon to your computer using Anydesk.com.
3. A $89.00 U.S. PIN RECOVERY FEE is payable by credit card at the time of the call.