Manual Entry Setup of the Alternative ID on VeriFone Ruby Quick

Manual Entry Setup of the Alternative ID on VeriFone Ruby
Quick Installation Guide
Revised February 17, 2014
Dear Wholesalers,
We are introducing a new and exciting way for FRN Members to earn and redeem
their Fuel Rewards Savings at your site. Members now have the opportunity to
enter an Alternative ID in place of swiping their full size FRN card upon checkout
or at the pump for redemption.
We have included an overview of the Alternative ID for your reference, as well as
instructions on the configuration that is needed in order for your site to accept the
Alternative ID.
***The configuration takes less than 5-10 minutes to complete, Technician or
System Reboot not required***
Note : For inside transactions the cashier will enter the Alt ID.
Please Note: If you do not have access to the Loyalty Module in order to make the
necessary changes or you have any questions about setting up your POS please
contact your help desk.

For VeriFone: Your ASM Help Desk #: (888) 318-5373 (Have the Site service id
ready)
For all other questions please contact the Shell Solutions Center
1-866-HI-SHELL (1-866-447-4355)
VeriFone Site Setup: Page 2-3
FRN Alternative ID Overview: Page 4
© 2012 Excentus Corporation | All rights reserved.
Page 1
VeriFone POS
To Setup Manual Entry of the Alternative ID on a Ruby Console
1. On the Ruby Console, exit Sales and navigate to:
System Setup>Loyalty Manager
2. Sign into the Loyalty Manager
3. Scroll to option “3. Loyalty Parameters”
4. Scroll to option “5. Manual Entry Allowed [I/O/B/N]” within the loyalty parameters menu.
5. Type in “B” for both (using the Ruby qwerty keyboard keys) and press Enter.
 NOTE: It is assumed that the rest of the loyalty settings are set up correctly from the
initial installation.
6. Exit back to System Setup, then navigate back to Loyalty Manager>Loyalty Parameters
and verify “Manual Entry Allowed” parameter now reads “B”.
7. Exit again but this time out of System Setup then enter back into Sales and sign back in.
If you do not enter back into Sales the changes will not take place.
© 2012 Excentus Corporation | All rights reserved.
Page 2
8. Skip to validate at the Pump
Validate at the Pump:
 At the Pump, select Fuel Rewards or FRN
 Then select Manual Entry or SWIPE / KEY CARD
 Confirm that the reader displays are prompting customers with the loyalty message
that includes the manual entry option:
FRN Alt ID turned on
VeriFone
VeriFone (pumps with
two line display/older
versions)
Dispenser displays:
Manual Entry
Pin pad display
Swipe card
SWIPE / KEY CARD
Swipe card
 Please use the following “ALT ID” to test ALT ID is configured correctly at your
site. You will need to hit CANCEL once ALT ID is accepted:
FRN ALTERNATIVE ID: 7930000374
© 2012 Excentus Corporation | All rights reserved.
Page 3
Shell – ALT ID Overview
Alt Id Overview
Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and
redeem Fuel Rewards® savings at participating Shell stations. Member will need to login
fuelrewards.com and navigate to their Account Profile. Member will add their phone number to
their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID).
(Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN).
Consumer Overview
Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account
Profile
 Member adds their phone number to their account.
 Member clicks on Alternative ID section and starts the Alt Id creation process
 Member creates Alternative ID and generates PIN
 Member hits “SAVE” to confirm ALT ID
 Member receives successful message and is presented with Alternate ID
 Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings.
Frequently-Asked Questions (FAQs)
FAQs
Q: Can the member use their ALT ID outside at the
pump and inside the store?
A: Yes, member can redeem their rewards by using
their Alt Id outside at the pump and can also earn
and redeem inside at the register.
Q: Who will a member need to contact if their Alt Id does not
work?
A: Call the Fuel Rewards Network consumer support line at
888-603-0473 located on the back of their Fuel Rewards
Network card or login in to www.fuelrewards.com
Q: Where can a member access their Alt Id?
A: Member Logs into fuelrewards.com and navigates
to Account Profile
Q: To whom should I direct the member if they have
concerns about their FRN reward balance?
A: Direct them to the Fuel Rewards Network consumer
support line at 888-603-0473. That number is also on the
back of their FRN card.
© 2012 Excentus Corporation | All rights reserved.
Page 4
Manual Entry Setup of the Alternative ID on VeriFone SMS
Quick Installation Guide
Revised February 17, 2014
Dear Wholesalers,
We are introducing a new and exciting way for FRN Members to earn and redeem
their Fuel Rewards Savings at your site. Members now have the opportunity to
enter an Alternative ID in place of swiping their full size FRN card upon checkout
or at the pump for redemption.
We have included an overview of the Alternative ID for your reference, as well as
instructions on the configuration that is needed in order for your site to accept the
Alternative ID.
***The configuration takes less than 5-10 minutes to complete, Technician or
System Reboot not required***
Please Note: If you do not have access to the Loyalty Module in order to make the
necessary changes or you have any questions about setting up your POS please
contact your help desk.

For VeriFone: Your ASM Help Desk #: (888) 318-5373 (Have the Site service id
ready)
For all other questions please contact the Shell Solutions Center
1-866-HI-SHELL (1-866-447-4355)
VeriFone Site Setup: Page 2-3
FRN Alternative ID Overview: Page 4
© 2012 Excentus Corporation | All rights reserved.
Page 5
VeriFone POS
To Setup Manual Entry of the Alternative ID on the Sapphire
Management System (SMS)
1. On the back-office machine, start the Sapphire Configuration Manager application by
clicking Start>Programs>Verifone>Sapphire Management Suite>Sapphire
Configuration Manager (there may be a Sapphire Configuration Manager shortcut
on the Desktop).
2. After logging in, navigate to Device Manager and select Loyalty Configuration.
Both
3. For the Manual Entry field choose option: “BOTH”
4. Save and Send to Sapphire, then Exit.
5. Proceed to validate at the Pump
© 2012 Excentus Corporation | All rights reserved.
Page 6
Validate at the Pump:
 At the Pump, select Fuel Rewards or FRN
 Then select Manual Entry or SWIPE / KEY CARD
 Confirm that the reader displays are prompting customers with the loyalty message
that includes the manual entry option:
FRN Alt ID turned on
VeriFone
VeriFone (pumps with
two line display/older
versions)
Dispenser displays:
Manual Entry
Pin pad display
Swipe card
SWIPE / KEY CARD
Swipe card
 Please use the following “ALT ID” to test ALT ID is configured correctly at your
site. You will need to hit CANCEL once ALT ID is accepted:
FRN ALTERNATIVE ID: 7930000374
© 2012 Excentus Corporation | All rights reserved.
Page 7
Shell – ALT ID Overview
Alt Id Overview
Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and
redeem Fuel Rewards® savings at participating Shell stations. Member will need to login
fuelrewards.com and navigate to their Account Profile. Member will add their phone number to
their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID).
(Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN).
Consumer Overview
Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account
Profile
 Member adds their phone number to their account.
 Member clicks on Alternative ID section and starts the Alt Id creation process
 Member creates Alternative ID and generates PIN
 Member hits “SAVE” to confirm ALT ID
 Member receives successful message and is presented with Alternate ID
 Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings.
Frequently-Asked Questions (FAQs)
FAQs
Q: Can the member use their ALT ID outside at the
pump and inside the store?
A: Yes, member can redeem their rewards by using
their Alt Id outside at the pump and can also earn
and redeem inside at the register.
Q: Who will a member need to contact if their Alt Id does not
work?
A: Call the Fuel Rewards Network consumer support line at
888-603-0473 located on the back of their Fuel Rewards
Network card or login in to www.fuelrewards.com
Q: Where can a member access their Alt Id?
A: Member Logs into fuelrewards.com and navigates
to Account Profile
Q: To whom should I direct the member if they have
concerns about their FRN reward balance?
A: Direct them to the Fuel Rewards Network consumer
support line at 888-603-0473. That number is also on the
back of their FRN card.
Manual Entry Setup of the Alternative ID on Passport V8.02
© 2012 Excentus Corporation | All rights reserved.
Page 8
Quick Installation Guide
Revised February 25, 2014
Dear Wholesalers,
We are introducing a new and exciting way for FRN Members to earn and redeem
their Fuel Rewards Savings at your site. Members now have the opportunity to
enter an Alternative ID in place of swiping their full size FRN card upon checkout
or at the pump for redemption.
We have included an overview of the Alternative ID for your reference, as well as
instructions on the configuration that is needed in order for your site to accept the
Alternative ID.
***The configuration takes less than 5-10 minutes to complete, Technician or
System Reboot not required***
Note : For inside transactions the cashier will enter the Alt ID.
Please Note: If you do not have access to the Loyalty Module in order to make the
necessary changes or you have any questions about setting up your POS please
contact your help desk.

For Gilbarco: Your PSO Help Desk #: (877) 544-5049 (Have the Site telephone
number ready)
For all other questions please contact the Shell Solutions Center
1-866-HI-SHELL (1-866-447-4355)
Passport Site Setup: Page 2-3
FRN Alternative ID Overview: Page 4
© 2012 Excentus Corporation | All rights reserved.
Page 9
Passport POS
To Setup Manual Entry of the Alternative ID on Passport Version
8.02
1. Login to the Manager Workstation main menu on the Passport console.
2. Verify you have the correct version notes by verifying your version of Passport. It can be
found on the login screen of the Manager Workstation.
3. Select Set Up>Store on the right side of the Manager Workstation screen.
4. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty
parameters.
5. Check the box next to “Allow manual entry of Loyalty ID at Outside Payment Terminal
(OPT)”.
6. Ensure that "Allow instant Loyalty rewards at Outside Payment Terminal (OPT) based
on merchandise and method of payment” is unchecked.
7. Ensure that “Send all transactions to Loyalty System” is unchecked.
8. Then on the right side of the Loyalty Configuration screen, click Save to save all information.
Exit back to the main display screen on the Passport console.
© 2012 Excentus Corporation | All rights reserved.
Page 10
Check box
Validate at the Pump:
1. At the Pump, the idle prompt alternates between two screens that display
messages below in A/B format. There is no prompt or need to press “Y/N”
A. Please Insert Loyalty Card / “Enter Discount ID on Keypad”
B. Pay Here Insert Card / Pay Inside Lift Handle
Option A: Customer inserts Loyalty Card or Manually enters the Alt ID at the pump key pad.
Option B: Customer swipes Credit Card first
 Car wash, Y/N (if site has a carwash)
 A transaction without Loyalty is started
2. Confirm that the reader displays are prompting customers with the loyalty message that
includes the manual entry option:
FRN Alt ID turned on
Gilbarco V8.02
Dispenser displays:
Enter Discount ID on Keypad
Pin pad display
Enter Loyalty ID
Please use the following “ALT ID” to test ALT ID is configured correctly at your
site. You will need to hit CANCEL once ALT ID is accepted:
FRN ALTERNATIVE ID: 7930000374
© 2012 Excentus Corporation | All rights reserved.
Page 11
Shell – ALT ID Overview
Alt Id Overview
Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and
redeem Fuel Rewards® savings at participating Shell stations. Member will need to login
fuelrewards.com and navigate to their Account Profile. Member will add their phone number to
their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID).
(Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN).
Consumer Overview
Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account
Profile
 Member adds their phone number to their account.
 Member clicks on Alternative ID section and starts the Alt Id creation process
 Member creates Alternative ID and generates PIN
 Member hits “SAVE” to confirm ALT ID
 Member receives successful message and is presented with Alternate ID
 Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings.
Frequently-Asked Questions (FAQs)
FAQs
Q: Can the member use their ALT ID outside at the
pump and inside the store?
A: Yes, member can redeem their rewards by using
their Alt Id outside at the pump and can also earn
and redeem inside at the register.
Q: Who will a member need to contact if their Alt Id does not
work?
A: Call the Fuel Rewards Network consumer support line at
888-603-0473 located on the back of their Fuel Rewards
Network card or login in to www.fuelrewards.com
Q: Where can a member access their Alt Id?
A: Member Logs into fuelrewards.com and navigates
to Account Profile
Q: To whom should I direct the member if they have
concerns about their FRN reward balance?
A: Direct them to the Fuel Rewards Network consumer
support line at 888-603-0473. That number is also on the
back of their FRN card.
Manual Entry Setup of the Alternative ID on Passport V9
© 2012 Excentus Corporation | All rights reserved.
Page 12
Quick Installation Guide
Revised February 17, 2014
Dear Wholesalers,
We are introducing a new and exciting way for FRN Members to earn and redeem
their Fuel Rewards Savings at your site. Members now have the opportunity to
enter an Alternative ID in place of swiping their full size FRN card upon checkout
or at the pump for redemption.
We have included an overview of the Alternative ID for your reference, as well as
instructions on the configuration that is needed in order for your site to accept the
Alternative ID.
***The configuration takes less than 5-10 minutes to complete, Technician or
System Reboot not required***
Please Note: If you do not have access to the Loyalty Module in order to make the
necessary changes or you have any questions about setting up your POS please
contact your help desk.

For Gilbarco: Your PSO Help Desk #: (877) 544-5049 (Have the Site telephone
number ready)
For all other questions please contact the Shell Solutions Center
1-866-HI-SHELL (1-866-447-4355)
Passport Site Setup: Page 2-5
FRN Alternative ID Overview: Page 6
© 2012 Excentus Corporation | All rights reserved.
Page 13
Passport POS
To Setup Manual Entry of the Alternative ID on Passport Version
9
9. Login to the Manager Workstation main menu on the Passport console.
10. Verify you have the correct version notes by verifying your version of Passport. It can be
found on the login screen of the Manager Workstation.
11. Select Set Up>Store on the right side of the Manager Workstation screen.
12. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty
parameters.
13. Double click Fuel Rewards (it may be listed as FRN) from menu (or select Fuel Rewards (it
may be listed as FRN) and select Change on side menu).
14. Change the “Allow manual entry outside” to “YES”:
Change to “YES”
© 2012 Excentus Corporation | All rights reserved.
Page 14
15. Click the Loyalty Card Mask tab
 On the right side of the Loyalty Configuration screen, click Add and type “2” in the Mask
field unless already present (see Appendix D).
 Click Add again and type “3” in the Mask field unless already present.
 Repeat for Mask 4, Mask 5, Mask 6, Mask 7, Mask 8, and Mask 9
 When finished, screen should look like example below
Note: You may have additional masks listed (See Appendix D).
© 2012 Excentus Corporation | All rights reserved.
Page 15
 On the right side of the Loyalty Configuration screen, click Save to save all information.
Exit back to the main display screen on the Passport console.
Validate at the Pump:
 At the Pump, select Fuel Rewards or FRN
 Then select Alt ID# / Card # or Enter Loyalty Number on keypad
 Confirm that the reader displays are prompting customers with the loyalty message
that includes the manual entry option:
FRN Alt ID turned on
Gilbarco V9
Dispenser displays:
Alt ID# / Card #
Pin pad display
Enter Loyalty ID
 Please use the following “ALT ID” to test ALT ID is configured correctly at
your site. You will need to hit CANCEL once ALT ID is accepted:
FRN ALTERNATIVE ID: 7930000374
© 2012 Excentus Corporation | All rights reserved.
Page 16
Appendix D:
Customer Configuration Data (VERSION 9 SITES
ONLY)
PLEASE NOTE: Passport Version 9.xx is the only sites that need to make this change.
The information below is to be entered on the POS Card Mask when configuring the
Loyalty settings. The setup will allow for the POS to route to the Loyalty Server
(Excentus) properly when a Loyalty card or ALT ID is presented either at the pump or
inside at the POS.
Please see example below:
Market
Excentus
Loyalty Program Name
FRN/ALT ID
Card Mask
605145
Add to existing Card Mask
2
3
4
5
6
7
8
9
Excentus
FRN/Winn-Dixie/BI-LO
605145
9800
605079
4
5
2
3
6
7
8
9
Excentus
FRN/Save Mart
605145
627236
2
3
4
5
6
7
8
9
Kroger, Ahold, Gap
Fuel Rewards
605145
2
3
4
5
© 2012 Excentus Corporation | All rights reserved.
Page 17
6
7
8
9
Shell – ALT ID Overview
Alt Id Overview
Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn
and redeem Fuel Rewards® savings at participating Shell stations. Member will need to login
fuelrewards.com and navigate to their Account Profile. Member will add their phone number to
their Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID).
(Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN).
Consumer Overview
Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account
Profile
 Member adds their phone number to their account.
 Member clicks on Alternative ID section and starts the Alt Id creation process
 Member creates Alternative ID and generates PIN
 Member hits “SAVE” to confirm ALT ID
 Member receives successful message and is presented with Alternate ID
 Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards
Savings.
Frequently-Asked Questions (FAQs)
FAQs
Q: Can the member use their ALT ID outside at the
pump and inside the store?
A: Yes, member can redeem their rewards by using
their Alt Id outside at the pump and can also earn
and redeem inside at the register.
Q: Who will a member need to contact if their Alt Id does not
work?
A: Call the Fuel Rewards Network consumer support line at
888-603-0473 located on the back of their Fuel Rewards
Network card or login in to www.fuelrewards.com
Q: Where can a member access their Alt Id?
A: Member Logs into fuelrewards.com and navigates
to Account Profile
Q: To whom should I direct the member if they have
concerns about their FRN reward balance?
A: Direct them to the Fuel Rewards Network consumer
support line at 888-603-0473. That number is also on the
back of their FRN card.
© 2012 Excentus Corporation | All rights reserved.
Page 18
Manual Entry Setup of the Alternative ID on Passport V10
Quick Installation Guide
Revised February 17, 2014
Dear Wholesalers,
We are introducing a new and exciting way for FRN Members to earn and redeem
their Fuel Rewards Savings at your site. Members now have the opportunity to
enter an Alternative ID in place of swiping their full size FRN card upon checkout
or at the pump for redemption.
We have included an overview of the Alternative ID for your reference, as well as
instructions on the configuration that is needed in order for your site to accept
the Alternative ID.
***The configuration takes less than 5-10 minutes to complete, Technician or
System Reboot not required***
Please Note: If you do not have access to the Loyalty Module in order to make the
necessary changes or you have any questions about setting up your POS please
contact your help desk.

For Gilbarco: Your PSO Help Desk #: (877) 544-5049 (Have the Site telephone
number ready)
For all other questions please contact the Shell Solutions Center
1-866-HI-SHELL (1-866-447-4355)
Passport Site Setup: Page 2-3
FRN Alternative ID Overview: Page 4
© 2012 Excentus Corporation | All rights reserved.
Page 19
Passport POS
To Setup Manual Entry of the Alternative ID on Passport Version 10
16. Login to the Manager Workstation main menu on the Passport console.
17. Verify you have the correct version notes by verifying your version of Passport. It can be found on
the login screen of the Manager Workstation.
18. Select Set Up>Store on the right side of the Manager Workstation screen.
19. Use the scroll arrows to locate and select Loyalty Interface to begin setting up the loyalty
parameters.
20. Double click Fuel Rewards (it may be listed as FRN) from menu (or select Fuel Rewards (it may
be listed as FRN) and select Change on side menu).
21. Change the “Allow manual entry outside” to “YES”:
Change to “YES”
 On the right side of the Loyalty Configuration screen, click Save to save all information.
Exit back to the main display screen on the Passport console.
.
© 2012 Excentus Corporation | All rights reserved.
Page 20
Validate at the Pump:
 At the Pump, select Fuel Rewards or FRN
 Then select Alt ID# / Card # or Enter Loyalty Number on keypad
 Confirm that the reader displays are prompting customers with the loyalty message that
includes the manual entry option:
FRN Alt ID turned on
Gilbarco V10
Dispenser displays:
Enter Loyalty Number
Pin pad display
Enter Loyalty ID
 Please use the following “ALT ID” to test ALT ID is configured correctly at your site.
You will need to hit CANCEL once ALT ID is accepted:
FRN ALTERNATIVE ID: 7930000374
© 2012 Excentus Corporation | All rights reserved.
Page 21
Shell – ALT ID Overview
Alt Id Overview
Alt ID is a numeric set of 10 digits that provides FRN members with a cardless option to earn and
redeem Fuel Rewards® savings at participating Shell stations. Member will need to login
fuelrewards.com and navigate to their Account Profile. Member will add their phone number to their
Account Profile and will generate a 3 digit pin which will create their Alt ID (Alternative ID).
(Last 7 digits of the consumers cell phone (minus area code) plus 3 digit PIN).
Consumer Overview
Existing and Non-existing FRN member- Member Logs into fuelrewards.com and navigates to Account Profile
 Member adds their phone number to their account.
 Member clicks on Alternative ID section and starts the Alt Id creation process
 Member creates Alternative ID and generates PIN
 Member hits “SAVE” to confirm ALT ID
 Member receives successful message and is presented with Alternate ID
 Member manually enters their Alternative ID at the pump to redeem their Fuel Rewards Savings.
Frequently-Asked Questions (FAQs)
FAQs
Q: Can the member use their ALT ID outside at the
pump and inside the store?
A: Yes, member can redeem their rewards by using
their Alt Id outside at the pump and can also earn
and redeem inside at the register.
Q: Who will a member need to contact if their Alt Id does not
work?
A: Call the Fuel Rewards Network consumer support line at
888-603-0473 located on the back of their Fuel Rewards
Network card or login in to www.fuelrewards.com
Q: Where can a member access their Alt Id?
A: Member Logs into fuelrewards.com and navigates
to Account Profile
Q: To whom should I direct the member if they have
concerns about their FRN reward balance?
A: Direct them to the Fuel Rewards Network consumer
support line at 888-603-0473. That number is also on the
back of their FRN card.
© 2012 Excentus Corporation | All rights reserved.
Page 22