Merchant Installation Quick Reference » What to take with you to the merchant’s location: Terminal Installation/Deployment Sheet. This is emailed to you by Corporate and provides: Shipping information including FedEx tracking number; Merchant name, address, telephone number and Merchant Identification # (MID); Serial numbers of equipment, Terminal Identification # (TID), and file build information; If equipment is a lease: Lease company & phone #, Lease Ref. #, our Relationship Code, Lease terms (amount & for how many months). Terminal Quick Reference Guide (QRG) for the terminal you are installing. QRGs can be found on the DG website – IBM Resources – QRGs. Also included is an easy large print step-by-step guide on how to perform a test transaction and close (batch) out. Refer to the QRG for instructions to void, refund, etc. Barclay Lease Verification Sheet. This is only necessary if this is a lease through Barclay Square Leasing.
» What to do once you arrive: Verify serial numbers on equipment with the Terminal Installation Sheet and terminal stickers. If the terminal is a conversion (reprogram), Corporate sends the new terminal stickers in the Welcome Kit (mailed directly to the merchant). Please remind merchant to apply the new stickers to their equipment once the kit arrives. (See What’s in a Welcome Kit). Reprogram: If the terminal is a reprogram, be sure to close (batch) out any existing transactions before downloading new program. For assistance downloading the terminal, please call the Help Desk phone number listed on the Terminal Installation Sheet. You will need the merchant’s DBA, MID and TID also listed on the Terminal Installation Sheet. Installation: Connect all plugs and cables. IMPORTANT connect the pin pad to the terminal BEFORE plugging the terminal into an electrical outlet. Remind merchant of this important step. Once all is connected do a test transaction on your own to verify everything is working. Have the merchant do a test transaction and close out a batch. Demonstrate how to change the paper. Review the Important Numbers and Phone Number sheet included in the Welcome Kit. » How to verify a lease: If equipment is leased through Barclay make sure you complete the Barclay Verification Sheet. Refer to the Terminal Installation Sheet for the lease company information. Advise the merchant you will call the lease company and provide the prerequisite information to reduce the amount of time they need to be on the phone. Tell the merchant when you have completed your part you will hand the phone to them and the lease company will ask them a few questions. For example: DBA name, their name, DOB, address, if equipment is there and in working order. (See Lease Verification Script) Advise the merchant we do this for their protection. To ensure timely funding of leases, please call Corporate 855.295.8500 to report the date, time and person’s name that verified the lease at the leasing company. Send any necessary forms via Fax 702.588.5830.
» What’s in a Welcome Kit: When the equipment is deployed by Corporate the Welcome Kit is in the box with the terminal. If the terminal will be reprogrammed at the merchant’s location, Corporate will send the Welcome Kit in the mail directly to the merchant’s location. Please go over the information contained in Welcome Kit with the merchant. Welcome Letter Quick Reference Guide to Terminal Use Important Telephone Numbers Quick Reference Approval Codes Card Brand Decals (Visa/MasterCard, etc.) Quick Reference Guide Voice ETC Authorization PCI Compliance FAQs Equipment stickers (if a reprogram) Leasing (if applicable) FAQs
» Lease Verification Script Leases will be with First Data Global Leasing (FDGL) or Barclay Square Leasing (Barclay), refer to Terminal Installation sheet for complete information. FDGL # 800.570.3635, our Relationship Name = Data Genesis Corp., Code # 8575 Barclay # 516.935.6277, our Relationship Name = Data Genesis Corp., Code DGC1176 Hi, this is What is your name please?
with Data Genesis our relationship code is
(write in name of person at FDGL or Barclay)
I have completed the installation of the equipment and we are ready to verify Lease Ref. # I have
.
.
(person who signed Lease Application) here to
activate the lease with you. Before I put him/her on the telephone I will confirm the following with you to cut down on the merchant’s time as they are quite busy right now. Provide the following information: Merchant’s DBA, MID#, address, phone #, type of equipment and serial number(s). Confirm the monthly payment is $
for 48 months.
I will now hand the telephone over to the merchant to complete the verification.
For Barclay leases, don’t forget to complete the Barclay Verification Sheet and if you haven’t already done so get a copy of signer’s Driver’s license.
To ensure timely funding of leases, please call Corporate 855.295.8500 to report the date, time and person’s name that verified the lease at the leasing company. Send any necessary forms via Fax 702.588.5830.
