My Star Cards - StarCash

Transcription

1 My Star Cards - StarCash

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3 Table of Contents StarCash... 1 Star Cash... 1 StarCash Menu... 1 Related topics... 2 Order StarCash cards... 2 Order StarCash Cards... 2 StarCash Order List Screen... 2 StarCash Order Cards Screen... 4 Create a New StarCash Order... 5 Update a StarCash Order Delete a StarCash Order Activate StarCash cards Activate StarCash Cards Activate StarCash Cards Screen Activate all StarCash Cards Activate Individual StarCash Cards Activate a Range of StarCash Cards Activate StarCash Cards by Denomination Reprint StarCash Documents Procedure Index iii

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5 StarCash Star Cash The StarCash menu has two options, as well as being able to Access Search. You can click the items below to see more details. StarCash Menu The StarCash menu gives access to the following functions: Menu function Order Activate Description Allows you to order loadable StarCash cards. Allows you to activate StarCash cards after you have received the cards. There are three ways to access the StarCash menu: via the menu bar - show me an example. via the StarCash menu - show me an example. 1

6 My Star Cards - StarCash via the home page - show me an example. Related topics StarCash Order Cards Screen Create a New StarCash Order Update a StarCash Order Delete a StarCash Order Order StarCash cards Order StarCash Cards Need graphic *** StarCash Order List Screen Purpose 2

7 StarCash The StarCash Order List screen allows you to: view unprocessed orders to update or delete search for unprocessed StarCash orders access the StarCash Order Cards screen via the New button. an example. Access Fields There are two ways to access the StarCash Order List screen: via the menu bar - by selecting StarCash Order via the StarCash menu page - by selecting Order. Field For Account Date Ordered User ID Card Design Purchase Order No Description Allows you to select the StarCash account. Allows you to filter your view of unprocessed StarCash card orders by date. Allows you to filter your view of unprocessed StarCash card orders by User ID. Allows you to filter your view of unprocessed StarCash card orders by card design Allows you to filter your view of unprocessed StarCash card orders by purchase order number or name. Buttons The table below describes the function buttons on the StarCash Order List screen. Button Search Description Used to generate a search against the criteria selected. 3

8 My Star Cards - StarCash Export to Spreadsheet Delete Update New Used to export StarCash order details to an Excel spreadsheet. Used to cancel an existing order before it is processed by the system. Used to amend an existing order before it is processed by the system. Used to access the StarCash Order Cards screen and create a new StarCash order. Related topics StarCash Menu StarCash Order Cards Screen Create a New StarCash Order Update a StarCash Order Delete a StarCash Order StarCash Order Cards Screen Purpose The StarCash Order Cards screen allows you to: create a new order select an existing unprocessed order to update or delete. an example. Access 4

9 StarCash There StarCash Order Cards screen is accessed via the StarCash Order List screen - by selecting the New button. Fields The StarCash Order Cards screen is divided into three sections: Section Order Details Delivery Address Purchase Order Fields Denomination Quantity Products and Services PIN Required Contact Name - mandatory field. Address Line 1 Address Line 2 Address Line 3 State Postcode Dispatch Method Purchase Order - optional field Enter either an order number or order name. If you enter an order name, use upper case. Buttons The table below describes the function buttons on the StarCash Order Cards screen. Button Submit Cancel Description Used to submit the order for processing. Used to cancel an order before it is submitted for processing. Related topics StarCash Menu StarCash Order List Screen Create a New StarCash Order Update a StarCash Order Delete a StarCash Order Create a New StarCash Order Procedure Use this procedure to create a new order for loadable StarCash cards. Order Details section an example. 5

10 My Star Cards - StarCash Step Action 1 Select StarCash Order from the menu bar. The StarCash Order List screen is displayed. 2 Select an option from the Account dropdown list. 6

11 StarCash 3 Click New to begin placing your order. The StarCash Order Cards screen is displayed with the delivery address for the account selected. 4 Select the denomination(s) required and enter the quantity you want to order. The Order Total field displays the total number of cards ordered. Only cards that can be used to purchase all products can be ordered online. To refresh the Order Total, place your cursor in the Order Total field and press Enter. 5 Select the PIN Required checkbox if you want the cards ordered to have this security feature. Purchase Order section an example. 7

12 My Star Cards - StarCash Step Action 1 Enter the purchase order number or name (optional). Enter purchase order names in upper case. an example. Delivery Address section Click here to view example. 8

13 StarCash Step Action 1 Enter a contact name. This is a mandatory field. An error message displays if you do not enter the contact name before submitting your order. 2 Check if the delivery details are correct. Yes go to step 3. No update the delivery address with the correct details. 3 Select an option from the Dispatch Method dropdown list. Valid options are Standard Post, Express Post or Courier with or without wallets. 4 Check if the order is correct: Yes go to step 5 No re-enter the order details. 5 Click Submit. If data is correct, a message dialog box displays requesting confirmation for the order to proceed.. Go to step 7. If data is incorrect or incomplete, an error message displays indicating what needs to be corrected. 9

14 My Star Cards - StarCash Go to step 6. 6 Amend order details and click Submit again. 7 Click the OK to confirm the order. The StarCash Order List screen is displayed. This screen shows your unprocessed orders. You can perform further order updates if necessary. When orders have been processed, they will no longer be displayed in the StarCash Order List screen. Related topics StarCash Menu StarCash Order List Screen StarCash Order Cards Screen Update a StarCash Order Delete a StarCash Order 10

15 StarCash Update a StarCash Order Procedure Use this procedure to update an existing StarCash order. Step Action 1 Select StarCash Order from the menu bar. The StarCash Order List screen displays orders that have not yet been processed. 2 Select an option from the Account dropdown list. 3 Select a checkbox to select the order you want to update.. 4 Click Update. The StarCash Order Cards screen is displayed. 11

16 My Star Cards - StarCash 5 Change the order details on the StarCash Order Cards screen. 6 Click Submit. a message dialog box displays requesting confirmation for the order to proceed.. 7 Click OK to confirm the updated order is correct. The StarCash Order List screen is displayed with an updated list of unprocessed orders. Related topics StarCash Menu StarCash Order List Screen StarCash Order Cards Screen Create a New StarCash Order Update a StarCash Order Delete a StarCash Order Delete a StarCash Order Procedure Use this procedure to delete an existing StarCash order. Step Action 1 Select StarCash Order from the menu bar. The StarCash Order List screen displays orders that have not yet been processed. 2 Select an option from the Account dropdown list. 3 Select a checkbox to select the order you want to delete.. 12

17 StarCash 4 Click Delete. A message dialog box is displayed.. 5 Click OK to confirm the cancellation of the order. The deleted order is removed from the unprocessed orders list. Related topics StarCash Menu StarCash Order List Screen StarCash Order Cards Screen Create a New StarCash Order Update a StarCash Order Activate StarCash cards Activate StarCash Cards Need graphic **** Activate StarCash Cards Screen 13

18 My Star Cards - StarCash Purpose The Activate StarCash Cards Screen allows you to activate StarCash cards associated with an invoice after you have received the cards. You can: activate all cards activate individual cards activate a range of cards by card number activate cards with a particular denomination (e.g. all $50 cards). an example. Access Fields You must activate loadable StarCash cards through My Star Cards before you load value at the POS device. There are two ways to access the StarCash Order Cards screen: via the menu bar - by selecting StarCash Activate via the StarCash menu page - by selecting Activate. The Activate StarCash screen is divided into two sections: search fields 14

19 StarCash results list. The table below lists the search fields. Section Select Account Card Number From/To Invoice Number Denomination Fields Mandatory. Used to select the StarCash account. Optional. Used to search a range of cards Optional. Used to search by invoice number Optional. Used to search by denomination. Results list Buttons The results list allows you to select the card or cards to be activated. You can sort results by clicking the headings in each column. Button Search Export to Spreadsheet Clear All Selected Activate All Activate Description Used to initiate a search against the criteria entered. Used to export details of the StarCash cards to an Excel spreadsheet. Used to de-select StarCash cards - allows you to amend your selection. Used to activate all cards attached to an invoice. Used to activate selected cards attached to an invoice. Related topics StarCash Menu Activate all StarCash Cards Procedure Use this procedure to activate all StarCash cards attached to an invoice. Step Action 1 Select StarCash Activate from the menu bar. The Activate StarCash Cards screen is displayed. 15

20 My Star Cards - StarCash 2 Select an option from the Select Account dropdown list. 3 Enter search criteria to filter your search (optional): Invoice Number without the leading zero The Invoice number would be entered as Card Number From enter card number Card Number To enter card number Denomination select an option from the dropdown list (for pre-loaded cards only). 16

21 StarCash 4 Click Search. The results list displays all deactivated cards attached to an invoice. 5 Click Activate All. A message dialog box is displayed. 6 Click OK. All cards attached to the invoice are submitted for activation. A message displays when activation is completed.. 17

22 My Star Cards - StarCash There will be a delay of up to 15 minutes before the cards can be used through the point of sale device. Related topics StarCash Menu Activate Individual StarCash Cards Activate a Range of StarCash Cards Activate StarCash Cards by Denomination Activate Individual StarCash Cards Procedure Use this procedure to activate individual StarCash cards attached to an invoice. Step Action 1 Select StarCash Activate from the menu bar. The Activate StarCash Cards screen is displayed. 18

23 StarCash 2 Select an option from the Select Account dropdown list. 3 Enter search criteria to filter your search (optional): Invoice Number without the leading zeroinvoice number would be entered as Card Number From enter card number Card Number To enter card number Denomination select an option from the dropdown list (for pre-loaded cards only) 4 Click Search. The results list displays all deactivated cards attached to an invoice. 5 Use the checkboxes to select the card(s) that you want to activate. 19

24 My Star Cards - StarCash 6 Click Activate. Selected cards attached to the invoice are submitted for activation. A message displays when activation is completed. There will be a delay of up to 15 minutes before the cards can be used through the point of sale device. Related topics StarCash Menu Activate all StarCash Cards Activate a Range of StarCash Cards Activate StarCash Cards by Denomination 20

25 StarCash Activate a Range of StarCash Cards Procedure Use this procedure to activate a range StarCash cards attached to an invoice. Step Action 1 Select StarCash Activate from the menu bar. The Activate StarCash Cards screen is displayed. 2 Select an option from the Select Account dropdown list. 3 Enter search criteria to filter your search (optional): Invoice Number without the leading zeroinvoice number would be entered as Card Number From enter card number Card Number To enter card number Denomination select an option from the dropdown list (for pre-loaded cards only). 4 Click Search. The results list displays all deactivated cards attached to an invoice. 21

26 My Star Cards - StarCash 5 Use the checkboxes to select the card(s) that you want to activate. If you want to... Activate all cards listed Activate some cards listed Then... Click Activate All. A message dialog box is displayed. Click OK. All cards attached to the invoice are submitted for activation. A message displays when activation is completed. Use the checkboxes to select the cards that you want to activate. Click Activate. A message dialog box is displayed. Selected cards are submitted for activation. A message displays when activation is completed. 22

27 StarCash There will be a delay of up to 15 minutes before the cards can be used through the point of sale device. Related topics StarCash Menu Activate all StarCash Cards Activate Individual StarCash Cards Activate StarCash Cards by Denomination Activate StarCash Cards by Denomination Procedure Use this procedure to activate StarCash cards attached to an invoice. Step Action 1 Select StarCash Activate from the menu bar. The Activate StarCash Cards screen is displayed. 2 Select an option from the Select Account dropdown list. 3 Enter search criteria to filter your search (optional): Invoice Number without the leading zero Invoice number would be entered as Card Number From enter card number Card Number To enter card number Denomination select an option from the dropdown list (for pre-loaded cards only). 4 Click Search. The results list displays all deactivated cards attached to an invoice. 23

28 My Star Cards - StarCash 5 Use the checkboxes to select the card(s) that you want to activate. If you want to... Activate all cards listed Activate some cards listed Then... Click Activate All. A message dialog box is displayed. Click OK. All cards attached to the invoice are submitted for activation. A message displays when activation is completed. Use the checkboxes to select the cards that you want to activate. Click Activate. A message dialog box is displayed. Click OK. Selected cards are submitted for activation. A message displays when activation is completed. There will be a delay of up to 15 minutes before the cards can be used through the point of sale device. Related topics StarCash Menu Activate all StarCash Cards 24

29 StarCash Reprint StarCash Documents Procedure Use this procedure to reprint StarCash documents. Step Action 1 Select Reports Reprint Docs from the menu bar. The Available Reports screen is displayed. 2 Select a report name. The report opens in a new window. 3 Print the report. 25

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31 Index A Activate... 13, 15, 18, 21, 23 Range Activate all StarCash Cards Activate Individual StarCash Cards Activate StarCash Cards... 13, 23 Activate StarCash Cards Screen C Create... 5 New StarCash Order... 5 D Delete StarCash Order Denomination N New StarCash Order... 5 Create... 5 O Order... 2 R Range Activate Reprint StarCash Documents S Star Cash... 1 StarCash Cards... 2, 21 StarCash Menu... 1 StarCash Order... 2, 4, 11, 12 Delete Update StarCash Order Cards Screen... 4 StarCash Order List Screen... 2 U Update StarCash Order