Thank You for your interest in the im+ (im plus) application. This document will walk you through the initial onboarding steps in setting up your im+ application to run POS transactions in store, off site, on line or off. Im+ is available as a web, android, or ios app. In order to sign up and get started you have to do so on the web.

SIGN UP Go To pos.imrchnt.com

1. Click on the Sign up link at the bottom of this screen and follow the prompts.

ACCOUNT CONFIGURATION Once you have verified your email address, you will begin our Account Configuration and Know Your Customer (KYC) process.

• Fill in your Company information and select the industry you are operating in as a Retailer. 
  • Industry type if you are a Bookstore your Merchant Category Code (MCC) is 4512 - Book stores and news dealers
• Fill in the Store information for your first store. 
  • Tax Percentage - The Tax Rate applied at POS, this can be altered if needed on the Store Details page within the Application
  • Shoppers statement store name - What your customer will see on their bank statement as to where the charge came from.
  • Legacy System store id - if you’re currently using a POS and Inventory control system, this field is for your store id from your legacy system.
  • Store Description - a short description or header for your store.

KYC Verification

• This process is time sensitive - prior to starting the Verification Process you will want to have the following materials available to make the process quicker.
• Dependent on your business setup (Sole Propietor / Company / Partnership) you will need:
• Employer Identification Number (EIN) or Social Security Number (SSN)
• In which State is your business registered
• Tax Document
  • official document to verify your organization's tax details.
• Bank Account Routing Number and Account Number
  • One of the following to upload as proof
    • Bank Statement - must show business/personal name on statement
    • Deposit Slip
    • Screenshot online Banking Environment - must show business/personal name on 
    • A letter from your bank
    • Check
• Information on all Owners holding 25% or more of your company
  • Date of Birth
  • Last 4 of SSN
  • Phone Number
• Sign the Services Agreement and PCI DSS Questionnaire and you are done with the process
• Click on the Back to pos.imrchnt.com button.
• Once you are approved you will receive an email letting you know that your account has been approved and you are now ready to set up your im+ application.
• This approval could take a couple of days. 
• If you haven’t received an email after 3 days please contact [email protected] and we will assist in the process.
• If Verification is instant you see the screen below after clicking the Back to pos.imrchnt.com button

APP OVERVIEW

1. You will be brought into the Product page as the default, but the first thing you will want to do once you have been approved is to just click around the navigation bar on the left. 

a. You can minimize the nav bar by clicking on the |< icon

b. Click on |> to expand or click on the individual icon to move into that page or expand the group to see page options

2. Point of Sale will take you into our Point of Sale module

3. Admin expands to show 4 options

a. Users

b. Stores

c. Card Processing

d. Settings

4. Reports expands to show 2 options

a. Analytics

b. Transactions

5. Products allows you to lookup/add/edit products for your entire operation. This will show all products in your db no matter if they are or are not assigned to an individual store.

6. Customers allows you to lookup/add/edit Customers

FIRST STEPS 

1. ADMIN ACCOUNT

a. In the upper right you will see your Admin account. Click on your name and this will bring you into your Account page. 

b. Here you can set up 2 Factor Authentication (2FA) for your account as well as update your email address and company details.

c. When 2FA is enabled (which we highly suggest) you will be sent a text to your mobile with the code to be entered. This code will be required in order to login / add a bank account / initiate a payout. More on bank accounts and payouts later.

d. Once your individual account is all set you will want to add users, products, and stores if you have more than one to set up.

2. ADD USERS

a. Go to Admin > Users

b. The very first thing you will want to do is add users. That is of course if you need to add any users other than yourself. If you’re the only user, then move on the Step 2 - ADMIN ACCOUNT

c. Click on the Add User button

d. Fill out the Users 

i. Full Name 

ii. Alias - This is what will appear on public facing documents (e.g. receipts in the Cashier name field)

iii. Role - this is the security role and determines what the user can access in the application. It is possible to have more than one Admin

iv. Email - we will email an invite to the user for them to set up their own password once they have been added to the system

v. Assign to store(s) - allows you to assign users to one or more stores. User must be assigned to at least one store. 

3. ADD PRODUCTS TO STORE

a. Go to Products

b. Click Add product button

c. You have the option to add via .csv import / manually / scan

i. If you have more than a few items to add, the Import .CSV file is the simplest way to import a large number of items into your db.

ii. The column requirements for this .CSV file are:

1. Product name - required

2. ISBN/UPC - required

3. Retail price - required

4. Quantity - required

5. SKU - optional - if blank will be generated by db

6. Purchase price - optional

iii.Browse to upload file or drop file into application

iv. Map import columns to app columns

v. Save to Import and assign items to your store

4. ADD BANKING

a. Admin > Card Processing

i. Payouts - This is where you will set up which Bank Account you want your Credit Card Processing payouts to go into. Payouts from Credit Card Processing are on a T+2 Payout Schedule. Meaning you can expect to receive your funds into your bank account a minimum of two days after the transaction. Your transaction fees will be deducted prior to your payout. The amount paid out is not a 1:1 match to your Daily Sales Totals for Credit Card transaction.

ii. The first time you enter the Payout window you will be prompted to Configure payouts

iii. Here you have the option to link the Bank Account you used during the KYC process or you can add a new bank account to be paid into.

iv. You will also set your automated payout schedule here.

b. Terminals

i. Order Credit Card Readers by contacting [email protected]

ii. Use the subject Card Reader Request.

iii. We are initially offering 3 varieties of Card Reader

1. S1F2 - https://www.adyen.com/devices/castles-s1f2

a. The S1F2 allows you to run an Offsite or Instore event from one device. App, Scanner, Receipt Printer all in one. Wifi and 4g capable.

b. Buy = $540

c. Rent = $25.20 / month

2. AMS1 - https://www.adyen.com/devices/ams1

a. Small unit that can run an Offsite from one device.

b. Run the im+ app, scan, email receipts, or reprint receipts to a companion S1F2.

c. Buy = $298.80

d. Rent = $14.55 / month

3. If there is another device you are interested in order just let us know and we will provide pricing.

iv. Our ios and android apps can be run on a smartphone. The tap to pay feature turns your smartphone into a card reader. 

1. Android: https://www.adyen.com/devices/tap-to-pay-on-android

2. iPhone: https://www.adyen.com/devices/tap-to-pay-on-iphone

c. Bank Accounts

i. You can add Bank Accounts at any time from the Bank Account tab within Admin > Card Processing

d. Reporting

i. Here you will find your Payout reports after the scheduled payout has occurred. This report will show you the amount paid into your bank account as well as the credit card transactions that account for the payout total.

e. Chargebacks

i. View and Challenge Chargebacks from within the application.

5. POS

a. While you are waiting for your card reader to arrive you can test the POS module.

b. If you have more than one store we will prompt you each day to select the store you want to sell from.

c. Our POS is clean and simple with few buttons.

i. In the upper right you can return to the Home screen using the Home button

ii. In between the Home button and your Account is the POS Drawer from the Drawer you can:

1. Transactions - view all transaction history

2. Close Day - Click on Close Day at the end of the event or the day

3. Terminals - assign a card reader to the register

4. Barcode Scanner - connect a scanner to register.

a. Contact [email protected] to order your bluetooth scanner

d. Search Product - allows you to manually search for items and add them to POS

e. Add Customer - allows you to look up and add a customer to the sale

i. Also allows you to add a customer to the database then apply the new customer to the sale

f. Discount - gives you the ability to discount the sale by a fixed dollar amount or percentage.

g. Clear Order - voids the sale and clears out the cart

h. Payment - take payment by Cash, Credit Card, or Simple Tender

6. Payment

a. Once you have chosen the Tender you will be given the opportunity to split that tender. We present the Total amount of the sale and the Amount accepted.

b. Within Amount accepted is where you would split the amount to be tendered.

c. When Credit Card is the selected tender you will have option to Pay with terminal or Enter card details manually on the reader

d. Select the option and click Next.

i. Pay with Terminal and Card reader will prompt the customer to dip / tap / swip

ii. Enter Manually will ask if Card Is or Is Not present.

1. Either method will require card details to be hand keyed on the Card reader

2. Manually entered cards carry an increased risk and will therefore be charged a different rate than card present transactions that are dipped, tapped, or swiped. Charges for manual transaction will be charged .15% on top of the Interchange ++ fees. This means .15% on top of the fees charged by the Gateway and the Credit Card companies.

iii. If you don’t want to use a Credit Card click on the Change Payment Method button to choose the Tender to be used.

1. In order to reduce user clicks the system will track the number of times a certain tender type is used and default to that tender once you click Payment.

7. Transactions

a. Once you have made a transaction you will be able view the Transaction either using the POS Drawer > Transactions or by Reports > Transactions

b. You can scan the bar or qr code at the bottom of the receipt to bring up the transaction or search by a variety of filters

c. Clicking on the transaction will provide you more order detail information on the transaction

d. Within Order Details you can: 

i. issue a refund by using the Refund button

ii. Reprint a receipt to email or to an S1F2 Card Reader

1. Click to Reprint 

8. Analytics

a. Reporting > Analytics

i.Simple visualization of transaction data and kpi’s