Cullinan Financial Transaction Services
The Cullinan feature reference explains how to configure, use, and report on Cullinan financial transaction services on Verifone Commander POS.
Revision History
05/09/2018
Initial document created.
GLOSSARY OF TERMS
The following terms and definitions will assist the reader with understanding the content of the Feature Reference.
MOP
Method of Payment, tender type
POS
Point of Sale, register
Product Code/ Product ID
Cullinan's identifier of a product or service. The product id is any number that Cullinan uses for identifying their products. It does not fall into Commander's PLU file.
NAXML Product Code Conexxus Payments System
Industry standard identifier to categorize a UPC or Department.
VPN
Virtual Private Network
PII
Personal Identifiable Information
OTP
One-Time Password
Config Client
Configuration Client
Overview
Feature Description
This document provides a description of a new Commander feature that implements the ability to support financial transaction services provided by Cullinan Group. It details how the user can configure, use and find reports for transactions provided though the Cullinan Group Financial Transaction interface on the Commander POS.
The Cullinan Group Financial Transaction Interface provides access to a range of Third-Party Product Providers. A retailer can utilize a Kiosk, POS Terminal, mobile phone, browser or third party device to sell a range of financial services products such as money transfer, travel money, re-loadable debit card, and check cashing.
Hardware Requirements
Commander Site Controller with C18, Topaz and Ruby2
RubyCi with Topaz and Ruby2
Software Requirements
Base level is B049.01
Related topics
Use these pages for adjacent setup and transaction flows:
InComm — another third-party product integration with similar department, network, and transaction concepts.
MoneyOrder — dedicated money order device setup, fees, sales flow, and reporting.
Mobile Payments — another hosted payment integration with similar connectivity, host configuration, and reporting patterns.
Configuring Cullinan Financial Transaction Interface
Prerequisites
The following requirement must be met before the interface is activated:
Connect the POS and Cullinan host via public access or secure VPN.
Configuring the Cullinan Financial Transaction Interface feature encompasses:
Enter the sales mode in the User Panel Function to scan or manually enter the third party product provider information.
Enter the sales mode in the Soft Key Function to scan or manually enter the third party product provider information.
In Config Client (Configuration Client), under Payment Controller in the Third Party Product Configuration menu on the POS side configure the connectivity to Cullinan.
Enabling or disabling the Third Party Product Provider feature.
The URL populates with default data. Create a OTP (one-time password) to setup or change the URL.
Create a custom error instruction message to print on receipts for customers.
Create a custom error instruction message to display on the POS for the cashier.
Configure one or more Cullinan product ID ranges along with a field to assign a department to each range. There are no reserved Conexxus Product Codes for third party products, so list all departments.
Determine if the user can view or edit the configuration.
Department Configuration
Departments need to be setup first for each transaction type. A department is a group of similar items. For example, a dairy department might include items like milk, butter, eggs and ice cream.
A department item is sold in one of the following ways:
[Department] soft key: A specific key set up for a specific department.
[OTHER DEPT] key: A specific key set up to accept sales to any defined department number.
The maximum number of departments that can be configured by platform:
Ruby Ci - 9999
Commander Site controller - 9999
Using Department Sales
Following are the types of Department Sales:
Basic Department Sale
Key <amount> of the item
Do one of the following:
Touch department
Press department key
Press [OTHER DEPT] and then press appropriate department in the Other Department list
Department Sale with Fee (Money Order)
Money orders are typically sold using department keys. It is common to charge fee for each money order sold. This fee is typically configured to be added automatically.
No more than five money orders can be sold during a single transaction.
Key the amount
Key <amount> (for example: [1] [0] [0] [0] = $10.00)
Select Money Order
Touch [MONEY ORDER] soft key or press [OTHER DEPT] and touch Money Order in the Other Department list.
Enter the payee
Key <payee> or touch [OK] for a blank name.
Complete the sale
Touch [OK] or press [ENTER] to complete manually and add money order sale to the transaction along with any applicable configured fee.
Department Sale with ID Check
Departments with alcohol and tobacco products are usually set up with age verification. Purchase of these products is the same as with other departments with the exception of the age verification feature. The system displays message altering the cashier that an ID check is required.
The system rejects further entries until the date of birth is entered. Once entered, the system determines if the customer is old enough to purchase the item and either adds it to the transaction or displays a message.
Select the item
Touch or scan a product requiring ID checking.
Verify date of birth
Do one of the following:
Key birth date (mm/dd/yy) and touch [OK] or press [ENTER]
Swipe the magnetic stripe on the driver's license
Scan the 2D bar code on the driver's license
Review the result
The system either adds item to transaction or displays a message that purchase is not allowed.
Department Sales with Fractional Quantity
Department items can be sold in fractional quantity.
Enter the quantity
Key quantity to be sold (for example: [5] [0] = 1/2 pound).
Enter the department item
Press [QTY] or enter the department item.
Select the item
Do one of the following:
Key a PLU on the keyboard and press [ENTER]
Touch a PLU soft key
Scan the bar code
Department Sale with At-For Pricing
Pricing for some department items is based on purchase of a particular quantity for example, 3 candy bars for $1.00. This is known as At-For Pricing (@/pricing).
At-For Pricing cannot be used with items sold in fractional quantities.
Enter the quantity
Key quantity being sold and press [QTY].
Enter the pricing basis
Key number of items on which the price is based (for example, if the item sells three for $1.00, then key [3]).
Enter the base price
Press [QTY] and key the base price (for example, key [1][0][0]).
Select the department
Do one of the following:
Touch the department
Press [OTHER DEPT] and then touch the department in the Other Department list
Recap: To ring up one unit of item that sells 3 for $1.00 - Press [3] [QTY] [3] [QTY] [1] [0] [0] this will look on screen like 3@3/100, then department.
Configuring Department Sales
Use Department section under Store Operations > Merchandise > Departments to define the departments.
Merchandise Configuration
Reporting
The Department Report reflects sales-related totals and counts on a department by department basis.
Report Details
DEPT#: Four-digit identification of the product as it appears in the Department File.
CUST: Number of transactions that included one or more items from this department.
ITEMS: Quantity sold of this item.
%OF SALES: Total Sales for this department divided by Total Sales (all departments).
GROSS: Total dollar amount collected for sales of a department.
REFUNDS: Total dollar amount refunded for items returned in a department.
DISCOUNTS: Total dollar amount discounted for items sold in a department. This total includes both automated and manual discount types:
Use of the [DISC], [DISC%], and [DISC AMT] keys
Combo, mix 'n match, fuel, and promotional discounts
POP discounts
NET SALES: Total dollar amount of items sold in a department after refunds and discounts have been applied.
NEG DEPTS: The totals for departments marked as negative departments.
OTHER DEPTS: The totals for other department sales are not marked as negative departments (typically, most departments fall into this group).
TOTAL: Total department sales after negative department total is subtracted from other (standard) departments.
Troubleshooting
Third Party Product Configuration
From the Configuration Client, go to: Payment Controller > Third Party Product Configuration.
The Third Party Product Configuration window displays.
Provider Configuration
Configure the Provider parameters.
Provider
Select [Cullinan].
Barcode Prefix
Type "CULL".
Enabled
Enables the Provider Cullinan.
Map the Product ID ranges to the Departments
Add a department mapping
In the Department Section, select [ADD].
Select the department
From the Department drop-down menu, select the appropriate Department.
Enter the range start
In the Range Start field, enter the appropriate Range Start number.
The maximum length for a valid numeric value for a start or end range is 14.
Enter the range end
In the Range End field, enter the appropriate Range End number.
Repeat as needed
Repeat this procedure until all desired departments are added and all the product ID ranges are mapped to the Cullinan provider.
Save or cancel
To save your changes, click Save, or click Cancel to exit without saving changes.
The maximum length for a valid numeric value for a start or end range is 14.
EPS Network Configuration
From the Configuration Client, go to: Payment Controller > EPS Configuration > Cullinan Configuration.
The Cullinan Configuration window displays.
Configure the Network parameters.
Network
FEP Enabled
Enables the FEP.
Agent ID
Sets the Agent ID.
POS Sequence Number
Sets the POS Sequence Number.
Configure the FEP parameters.
FEP
Failure Message - Cashier Display
Determines the failure message displayed on the cashier.
Failure Message - Receipt
Determines the failure message displayed on the receipt.
One-time password (OTP)
Editing information in the Network and FEP parameters requires a one-time password.
The One-Time Password window displays.
Generate the OTP
From the One-Time Password dialog box, click Generate OTP.
Read the OTP
The OTP generates. Read it from the Commander Site Controller's status display.
Confirm the OTP
Click Ok.
Enter the OTP
In the One-Time Password field, enter the OTP. Click Ok.
The Cullinan Configuration window displays and saves the edited information.
Configuring a Touchscreen button for Cullinan with Config Client
From the Configuration Client, go to: Store Operations > Touch Screen
Select the register
From the register drop-down, select the register to edit and click Load.
Select the screen
From the Screen drop-down, select the screen to edit and Click Load.
Open the User Panel tab
The fuel panel appears first. Select the User Panel tab.
Open the preview
Click Preview/Edit and a preview of the Topaz screen appears.
Edit the button
On the Preview/Edit screen, Double-click the appropriate button.
Set the key type
From the Key Type drop-down, select Function.
Set the function
From the Function drop-down, select 3rd Prty Product.
Choose the button color
Select a button color for the touchscreen button.
Set the label
In Field Line 1, type Cullinan.
Apply and close
Click Apply, then Click Close.
Save the changes
Click Save.
Log out and back in to the Topaz after applying and saving the changes.
Reboot is only required if logging out and back in does not result in syncing.
Using the Cullinan Financial Transaction Interface
Sales
The customer presents the Cashier with a Cullinan Voucher barcode.
Scan or enter the barcode
Manually input or scan the barcode at the touchscreen.
Type in the barcode to manually enter the barcode from the voucher. An example of manually entering the barcode is displayed below.
Verify the voucher
After scanning the voucher or after manual input, the Verifying Voucher prompt is displayed.
Review operator instructions
The request goes to the host and comes back to Viper. The response has several Operator Instructions which are displayed to the Cashier which must be verified with the customer.
The Operator Instructions can either be a Yes/No prompt or an Input Prompt as listed below. The input can be either be Keyboard entry or a Barcode Scan.
Complete the instructions
After the Operator Instructions are successfully implemented the item(s) belonging to the Voucher are displayed on the POS. These items are received from the host.
If any of the Operator Instructions fail, the transaction is canceled there only.
Complete payment
The payment can be completed through Cash or Network Payment. Network Payment is out of scope for Cullinan. The following Prompt is displayed after payment is done. A request goes to Cullinan to 'Finalize Voucher' if the payment was successful.
The transaction is canceled if the request fails.
Acknowledge the voucher
After 'Finalizing Voucher', the 'Acknowledging Voucher' prompt is displayed, here we acknowledge the completion of the transaction to the Cullinan host.
The transaction is canceled if the transaction fails.
Finish the transaction
It directs back to the Idle Screen as the transaction is now complete. The cashier gives receipt to the customer.
Reporting
All transaction types occurring within a reporting period are represented on Summary and Cashier Reports for that period.
Summary Report
The Summary Report provides an overview of all sales from the beginning of the current period up to the time the report prints.
Report Details
TITLE: SUMMARY REPORT
SUMMARY
MOP SALES: Total sales amount by method of payment.
NET SALES TOTAL: Total amount tendered after cancellations and refunds are deducted.
PAYMENT OUT: Total amount of non-sales transactions that are removed from the drawer.
PAYMENT IN: Total amount of non-sales transactions that added payment to to the drawer.
TOTAL TO ACCOUNT FOR: Calculated using the following:
Net Sales Total
Payment Out
Payment In
CASHIER DETAILS
MOP SALES: Summary of sales by method of payment.
CASH: Cash summary of sales by MOP.
EXACT CHANGE: Exact change summary of sales by MOP.
SPECIAL DISC: Special discount summary of sales by MOP.
TOTAL MOP SALES: Total amount of sales by MOP.
Cashier Report
The Cashier Report calculates the sales totals for that cashier on the terminal where the cashier performed the sales.
Report Details
TITLE: CASHIER REPORT
REG#: Register for which the Cashier Report was generated.
CASHIER#: ID and name of the employee who used the register.
RCPTS: Beginning and ending receipt numbers issued during the cashier period.
TOT: Total number of receipts printed on this terminal.
ACT: Total number of receipts used by this cashier.
OPEN CASHIER: Date and time this cashier started using the register.
CLOSE CASHIER: Date and time this register was closed.
SUMMARY
BEGINNING CASH: Amount with which cashier started the drawer.
MOP SALES: Total amount from the MOP SALES section.
NET SALES TOTAL: Total amount in sales transacted for the drawer.
TOTAL TO ACCCOUNT FOR: Total amount that should be in the closed drawer.
CASHIER DETAILS
MOP SALES: Summary of sales by method of payment.
CASH: Cash summary of sales by MOP.
SPECIAL DISC: Special discount summary of sales by MOP.
TOTAL MOP SALES: Total amount of sales by MOP.
MEMO ITEMS
#ITEMS: Quantity of items sold.
#CUSTOMERS: Individual transactions.
TOTALS
TOTAL MERCH SALES: Total amount of merchandise sales.
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