Commonwealth Albert Manuel utilisateur

Albert

User Guide

2 Commonwealth Bank Albert User Guide

Which guide

should I use?

There are two versions of the Albert User Guide. To identify the correct version for you,

please refer to the Information bar on the top of your Albert terminal screen.

• If the Information bar is similar to the one below, please refer to this guide.

• If it is similar to following, please view the Albert User Guide, 2016 (PDF, 3.2MB).

Commonwealth Bank Albert User Guide 3

Contents.

Introducing Albert 4

1. Geing started 6

Geing to know the hardware 6

Finding your way around 7

Using Albert 8

2. Working with Albert 10

Powering Albert 10

Charging Albert 10

Changing the receipt roll 11

Recognising Albert’s alerts 12

3. Customising Albert 13

Choosing display features 13

Customising sounds 13

Seing up communications 13

Connecting an email account 14

Changing passwords 14

Forgoen Manager password 15

Accessing other options 16

Notiﬁcations and the Quick

Seings Menu 16.

4. Accessibility 17

We’re here to help 17

Accessible Mode 18

Learn how to use the solution 18

What if my customers are uncomfortable

using the Accessible Mode? 24

5. Caring for Albert 25

Caring for your device 25

The Payment app 26

1. Geing started 27

Geing to know the Payment app 27

2. Customising the Payment app 29

Access Seings 29

Payment app options 30

3. Accepting payments 31

Processing card payments 31

Processing mail or telephone

order (MOTO) payments 33

Cancelling payments 34

Viewing, printing and emailing receipts 35

4. Cashout transactions 36

Entering the cashout amount 36

Processing the cashout transaction 37

5. Processing refunds. 38

Entering the refund details 38

Processing card-present refunds 39

Processing mail or telephone

order (MOTO) refunds 40

Cancelling refunds 41

6. Tips and split bills 42

Adding tips 42

Creating tips reports 43

Spliing bills 44

7. Tracking transactions 46

Viewing transactions 46

Creating a Daily Totals Report 47

Finding a speciﬁc transaction 48

8. Tracking shis 49

Viewing shi details 49

Entering new shis 50

9. Selement 51

Viewing selement history 51

Entering manual selements 52

10. Pre-authorisation and completion 53

Pre-authorisation 53

Completion 54

11. Multi-merchant 57

Processing a payment on a

multi-merchant–enabled terminal 57

Need help? 58

4 Commonwealth Bank Albert User Guide

Introducing

Albert

Commonwealth Bank Albert User Guide 5

Meet Albert, a new portable and secure payment solution

for your business.

1.Simple.

Albert is easy to set up and use for all your customer payments.

2.Portable.

With 3G, Wi-Fi and Bluetooth connectivity, you can take Albert anywhere.

Personal.

Customise Albert to suit your business, and use password protection to keep your

data safe.

Accessible.

Albert allows people who are blind or have low vision to complete secure payments

using their PIN.

We’re here to help.

If you need help using Albert, call 1800 230 177, 24 hours a day, 7 days a week.

6 Commonwealth Bank Albert User Guide

1. Geing started.

We’ve designed Albert to be easy to navigate and use.

Geing to know the hardware.

Rear view

Merchant

feedback light Power buon

Receipt

perforator

Printer door

Merchant Context

buon

Side view

Printer door

release

Cover for micro

USB and power

outlets

Boom

view and

charging

dock

Camera

Headphone jack

Microphone

Charge

connection

points

Commonwealth Bank Albert User Guide 7

Finding your way around.

Home screen • Home screen: This

screen allows for up to

three pages of app icons.

Swipe le or right to

move between pages.

• App icons: Albert comes

with a number of pre-

installed apps. To launch

an app, just tap the icon.

Seings

app

App

bank

app

Split

Bill app

Payment

app

Cash

Counter

app

Information bar • Connection details: The

two le-hand icons show

the type of connection

and its strength.

• Baery: This icon shows

the remaining baery

power.

• Charging: The charge

symbol appears within the

baery icon when Albert

is charging.

• Time: The clock, in the

top right corner, updates

automatically.

Information bar

App icons

Merchant Context

Access the dierent app

functions here, or move

between apps and the Home

screen.

• To open, press the

Merchant Context buon

on the back right corner of

the device, or swipe down

on the screen using two

ﬁngers.

• To hide, press the

Merchant Context buon

or swipe up on the screen.

Home screen

8 Commonwealth Bank Albert User Guide

Finding your way around.

Password screen Control access to dierent

apps and functions by seing

up passwords.

• Password screen: Once

you’ve set up a password,

use the touch screen

keypad to enter your

password when prompted,

then press OK.

Password screen

Tips • To ﬁnd out how to change passwords, go to Section 3.

• To learn more about speciﬁc Albert apps, check out the app user

guides at www.commbank.com.au/merchantsupport.

Using Albert.

Touch screen Tap and swipe the touch

screen to access and move

between apps.

Tap and

swipe

screen

Commonwealth Bank Albert User Guide 9

Using Albert.

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: Each app

has its own navigation

buons. To ﬁnd out how to

navigate within a speciﬁc

Commonwealth Bank app,

see the relevant user guide.

• Navigation buon:

On pages where the

Navigation bar appears, tap

the Back arrow to return

to the previous screen.

Card readers • Albert comes with three card readers for dierent 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 near-ﬁeld communication (NFC) card

reader at the top of the screen.

• For insert: Use the chip card reader at the boom of the device.

For

swipe

card

For card

insert

For tap

card

10 Commonwealth Bank Albert User Guide

2. Working with Albert.

Powering Albert.

Switch on Press and hold the

power buon to switch

on Albert.

Power light

Power Buon

Wake up If Albert is switched

on but the screen is

blank, press the power

or Merchant Context

Menu buon once.

Switch o Press and hold the

power buon. When

the ‘power o’ prompt

appears, tap it to switch

o Albert.

Charging Albert.

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

le side of the device.

2. Connect the charging

cable to the power

outlet.

Get baery alerts • Albert uses on-screen messages and sound alerts when the

baery level reaches 20%, 10% and 3%.

• When the baery level reaches 3%, you cannot continue with

a transaction until you start charging Albert, using either the

charging dock or the cable.

Note Albert comes with a partly charged baery.

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