Harbortouch University Reference.ppt - Amazon S3 · ORDER ENTRY AND TICKET HANDLING Transfer tickets to other users A server can transfer open tickets to other employees if they need

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United Bank Card has changed the game yet again with our newest initiative:our sales partners are now able to offer potential merchants a free point ofsale (POS) system with integrated payments! Harbortouch University willprepare you to build a strong pipeline of POS deals with this aggressive new

l

WELCOME TO HARBORTOUCH UNIVERSITY!

sales program.

Harbortouch POS accounts offer higher than average residuals and virtuallynon-existent attrition while providing a valuable tool to your merchantcustomers.

This truly unrivaled program gives you the ultimate advantage in themarketplace; why would a merchant opt for a standard credit card terminalwhen they can receive a full-featured, touch-screen POS system for free?

This program provides you with the most powerful sales tool in the history of the industry!

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1. Introduction to POS Systems2. Harbortouch Hardware3. Harbortouch Software

A Restaurant & Pizzeria

COURSE OUTLINE

A. Restaurant & PizzeriaB. Retail

4. Sales Techniques5. The Lighthouse6. Interactive ISO System7. Leads Management System8. Harbortouch Sales Center9 I ll i O i9. Installation Overview10.Required Paperwork

Introduction to POS Systems

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CASH REGISTERS VS. POS SYSTEMS

Full featured POS systems provide numerous benefits over a traditional cash register.While a cash register is essentially a glorified calculator, POS systems provide a widerange of time and money saving features. In addition to speeding up paymenttransactions, POS systems automate many aspects of day-to-day business, thusstreamlining a merchant's overall operations Most systems also offer the ability tostreamlining a merchant s overall operations. Most systems also offer the ability totrack inventory and some include other features such as employee time clocks orcustomer databases. Another tremendous benefit provided by POS systems is thecomprehensive reporting they provide. Advanced reporting functionality providesbusiness owners with greater control and allows them to make more informed businessdecisions.

BENEFITS OF A POS SYSTEM

Streamline Operations

Simplified transactions allow more customers to be served in a short amount of time. Not only does a POS system enable merchants to serve customers faster, but also prepare orders more quickly and reduce the time spent on daily office management.

Advanced Reports

Comprehensive, on-demand reports provide any restaurant or retail businesswith organized, detailed data that can provide a merchant with a morecomplete picture of their operation.

Inventory

Advanced reporting and inventory tracking features allow merchants to keepthe proper inventory on hand. This will eliminate lost sales due to being out ofinventory and will also reduce the amount of money tied up in products thatinventory and will also reduce the amount of money tied up in products thatare not moving.

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Reduce Shrinkage – A POS system reduces shrinkage in two ways:

The system will help ensure that the correct meal is delivered to the correct table each and every time.

Advanced reporting features allow the merchant to track the amount of p gfood and drink that is typically consumed during a particular meal period. This enables the merchant to effectively gauge how much food needs to be prepared for each meal period.

Customer Management

Retain customer information and purchase history for use in loyalty programsor marketing campaigns. Through aggressive reporting, the merchant can keeptrack of what their customers are buying, the last time their customers made apurchase and the amount of money being spent.

Security Security

PCI compliant POS systems provide peace of mind, protecting sensitivepayment information against costly data breaches.


Reduce Labor Cost

Detailed information about individual employees and their productivity enablesbusiness owners to make more informed staffing decisions, effectivelyreducing labor costs and increasing profitability. Rather than spending time

i l ' h POS k f hi i imanaging employees' hours, a POS system can take care of this time-consumingtask. Multiple time keeping features improve accuracy and eliminate thepractice of employees over-reporting their hours.

Reduce Guest Check Errors

A POS system removes human error by ensuring that each menu item is being calculated correctly on the guest check. Additionally, the ability to update all prices in the POS system eliminates the risk of charging a menu item at the wrong price. The system also removes any miscommunication due to illegible handwriting or language barriers.

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Harbortouch Hardware

THE COMPLETE PACKAGE

When investing in a Harbortouch POS System, your merchants arenot only getting state-of-the-art software; they are also gettingy g g y g gtop-of-the-line hardware. Each piece of equipment that makesup every Harbortouch system has been specifically developed toperform in the most demanding retail and restaurantenvironments. Unmatched in durability and reliability, aHarbortouch system will provide a point of sale solution for yearsto come.

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HARBORTOUCH POS SYSTEM

Although the computer running your POSsystem is housed in an incredibly small

k thi h b t li ht i

It’s true what they say: Good things really do come in small packages.

package, this powerhouse boasts lightningfast speed with an impressive Intel Atom1.8 Ghz dual core processor.

The unit’s compact design saves preciouscounter space and allows you to install itinconspicuously at your business. However,don’t let its small size fool you; with250GB of storage space and 1GB DDR31333MHz memory, you will have more thanenough room for even the largest menu.

Actual equipment may vary from picture

TOUCH-SCREEN MONITOR

The high quality 15” Harbortouch monitor uses superior 5-wire touch-screentechnology while most competitors are using 4-wire screens. Although that may notsound like much of a difference, consider this: the life expectancy of a 4-wiremonitor is 3 million touches while a 5-wire monitor’s expected life is an astounding35 million touches That’s a life expectancy of almost 12 times longer than the

With 1024 x 768 resolution, a contrast ratio of600:1 and 250 cs/m2 brightness, your screenwill look crystal clear in any lighting.

All connecting cables can be hidden inside thestand for maximum aesthetic appeal and theunit is sealed to resist water, oil, acids, dirt andother foreign particles. Each Harbortouch POS

i l bl f i h di

35 million touches – That s a life expectancy of almost 12 times longer than thecompetition!

system is also capable of withstanding extremeheat and humidity.

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THERMAL PRINTER

Whether you need to print receipts for your customers or quicklyrelay orders to the kitchen or bar in your restaurant, our highquality thermal printer offers the perfect solution.

With built-in protection fromoverheating and a life expectancyof over 62 miles of printed receipttape, you can rest assured thatyour printer will provideunparalleled reliability.

High speed printing of over 9 inchesper second offers maximumefficiency at your business.

OPTICAL SCANNER

For retail businesses, Harbortouch offers an optical scanner for quick checkout. f q

The Harbortouch optical scanner is bi-directional andcan read barcodes from any distance between 1/10th

of an inch to nearly two feet. It can also scan items atan inclination angle of 45° and an elevation angle of60° so you don’t have to spend valuable time trying toget the barcode at just the right angle and direction.

With a scan rate of 100 scans per second, you canidl h k i i i li irapidly check out customers to minimize lines in your

store.

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DIGITAL SCALE

Harbortouch offers a digital scale perfect for grocery stores, cafeterias,delicatessens, bakeries and other businesses who sell items by weight. The scalefeatures a heavy-duty cast aluminum casing and an easy to clean stainless steelplatform on top. The scale is highly accurate and its “auto zeroing” technologyallows it to automatically calibrate itself when zero weight is on the platform. Italso features a manual “zero” function key if there is a calibration error.

PIN PAD

Enable PIN-debit transactions with an optionalPIN pad. The device uses highly secure,encrypted communication technology and isPCI and EMV approved. A large graphic displayand oversized keys minimize entry errors andspeed up the payment process. Function keyscan be programmed as “hot” keys for specialtasks while an ergonomic design fits easily inthe palms of customers’ hands. This is a simpleand easy to use, yet highly functional andsecure PIN pad.

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CUSTOMER POLE DISPLAY

The LCD customer pole display elegantly showsinformation in a particularly bright, high-contrastp y g , gpresentation on a blue background with 600cd/sqm.With 2x20 characters, it displays price information inaddition to presenting promotions and news. Withblinking text, scrolling information and eye-catchingfading features, you can generate up-sell opportunitiesor promote upcoming sales. The display head isrotatable horizontally up to 360° and swivablevertically up to 45°.

SURGE PROTECTOR W/ BATTERY BACKUP

It is highly recommended that each POS system has a dedicated surge protectorwith battery backup. The merchant can supply their own or Harbortouch can supplya high quality unit at the time of install. This protects the system in the event of apower outage, lightning, etc. The battery backup will supply power to the POSp g , g g, y p pp y psystems for long enough to properly shut down the system, avoiding any filecorruption.

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Harbortouch Hospitality

Small to Mid-Size RestaurantsB d ill

TARGET MARKETS

Bar and grill Delicatessens Family/casual restaurants Fine dining Quick Service Restaurants (QSR’s)… and many more!

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It’s Easy!

Harbortouch utilizes an intuitive interface, making it easy to learn and easy to use

WHY HARBORTOUCH?

and easy to use

It’s Scalable - Grows with Your Business

Harbortouch scales up with your business. It uses a reliable, standard database that allows Harbortouch to expand on the software in the future, making it possible to effectively meet the needs of our merchants for a very long time.

It’s Powerful - Robust Restaurant Management Features

Access reports about different areas of business operations. Use any workstation or your personal computer to add new menu items with a

WHY HARBORTOUCH?

workstation or your personal computer to add new menu items with a few simple steps - the items appear without a system restart. Modify or add employees, jobs, shifts, tips and more. Run over 80 built-in reports or customize your own.

It’s Flexible - Make Changes in Real-time

Add or hide menu items easily, add quantities to specialty items in inventory, or move drinks and appetizers to a happy hour menu in a few fast touches.

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ORDER ENTRY AND TICKET HANDLING

Transfer tickets to other users

A server can transfer open tickets to other employees if they need to take a break or their shift is over

HOSPITALITY FEATURES

a break or their shift is over

A bartender can transfer a ticket to a server once a customer has been seated

Fast pay

When entering payment, the system displays commonly used bill denomination options for quicker checkout

Change tables

Transfer a customer from one table to another

Manage gratuity and taxes Manage gratuity and taxes

View a breakdown of tips and taxes for accounting purposes

Customize ticket names


Split checks

Split checks between multiple customers at a table

Share items


Share items

Split menu items between multiple customers

Apply payments to other users’ tickets

Allows customers to pay for someone else’s meal or drink

Repeat previously ordered items

Allows for quicker order entry when ordering identical items or when a customer orders their “usual”

Hold (and release) menu items to the kitchen

Gives server control of order timing to ensure that each course is prepared and delivered at appropriate time

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Change price or quantity of a menu item

Change price or inventory in real-time

View ticket details with “ticket status display”


View ticket details with ticket status display

Easily view the status of a particular order

Tickets can remain open indefinitely

Ideal for bar tabs and house accounts

Use on-screen keyboard to add special requests

Item discounts

Allows you to dynamically create manual comps, coupons and automatic discounts within seconds

Define custom discount rules: select which items it affects, during which hours or days and set how prices are affected

Discounts & Coupons

Allows you to dynamically create manual comps, coupons and automatic


coupons and automatic discounts within seconds

Define a discount rule: select which items it affects, during which hours or days and set how prices are affected

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CUSTOMER DATABASE

Quickly view customer’s order history

Easily repeat previously ordered items

Store customer information


Store customer information

Name, phone number, address, order history, order preferences, birthday

Database can be used for direct marketing purposes

Identify best customers

Ideal for loyalty programs or other incentives

Identify sales trends by customer type

Customer Database

Search by customer first name, last name or phone number


number. One touch views the

customer’s order history or opens a specific ticket.

Re-order their favorites with a single touch.

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PAYMENTS & TENDER TYPES

Integrated credit, debit and gift cards

Track all payment types directly through the Harbortouch system, including cash and checks


including cash and checks

Receipt printing

Detailed receipts print directly from system

Unlimited split payments on any ticket

Split each check between customers or between different payment types

Fast pay

When entering payment, the system displays commonly used bill denomination options for quicker checkout

Ch k t ith l t t h Checkout with only two touches

Record checks with tips

Easily track tip totals as well as taxes

MENU SETUP

Add unlimited menu items

Add unlimited screen categories

Screen categories allow the merchant to arrange related menu items into


Screen categories allow the merchant to arrange related menu items into easily accessible groups

Place items into multiple screen categories

Add unlimited choices (modifiers)

Add one or multiple choices to each menu item

Select whether choices are optional or required

Example: Meat temperature (well done, medium, medium-rare) is a required modifier for a burger while lettuce, tomato, ketchup, mayo, etc. are optional

Add unlimited choice sets

Choice sets allow the merchant to arrange related choices into easily accessible groups

Place choices into multiple choice sets

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Easy Menu Editing

Add and edit menu items in real-time with a simple and intuitive interface


and intuitive interface

JOB & EMPLOYEE SETTINGS

Create unlimited jobs

Jobs include servers, bartenders, host/hostess, managers, dishwashers, etc.


etc.

Each job can be customized with various attributes such as pay rate and security level

Add unlimited employees to each job type

Manage employee security access

Each job or employee can be given different levels of security clearance within the system

Automatically calculate overtime pay

Edit timesheets from any terminal Edit timesheets from any terminal

Employees show red when close to overtime

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JOB & EMPLOYEE SETTINGS

Access complete employee database, showing:

Date hired

Date terminated (if applicable)


Date terminated (if applicable)

Insurance # (if applicable)

Base salary

Hours worked

Personal information (i.e. full name, social security number, phone number, address, etc.)

PRINTING

Connect up to 5 printers per system

Can include multiple remote printers plus a receipt printer at the point of sale

Custom order routing


Custom order routing

Automatically relay each part of an order to the appropriate area within the restaurant (i.e. kitchen, bar, salad area, etc.)

Group similar items on kitchen prints

Group similar items for maximum efficiency in the kitchen

Sort tickets by seat position at their table

Avoids customers receiving the wrong order

Supports multiple remote/kitchen printers

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MESSAGING & FRESH SHEET

Fresh Sheet

Allows you to view a countdown of item portions remaining on-hand

Alerts will notify when an item is getting low


Alerts will notify when an item is getting low

Manual override can be used to order items as necessary

Internal Messaging

Communicate with your staff

Add a message of the day to the login screen (i.e. encourage sales of a particular item, acknowledge the “employee of the month” or wish a happy birthday, etc.)

Fresh Sheet / Inventory Tracking

Check inventory count in real-time right from the


real-time right from the main order screen or the fresh sheet at the login screen.

The fresh sheet allows you to view a countdown of item portions remaining on-hand.

Alerts will notify when an item is getting low.g g

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Harbortouch HospitalityPizzeria Module

HARBORTOUCH PIZZERIA

Harbortouch offers the perfect solution for pizzerias!

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Unlimited list of toppings

Add toppings to halves, quarters or the whole pizza

Change sizes and crusts with a single touch

HARBORTOUCH PIZZERIA FEATURES

g g

Streamline ordering process by minimizing touches required to order a pizza

Print order slips with customer address - Perfect for delivery!

Further modify pizzas with half toppings, double toppings and other instructions

Create complicated pizza menus within a few minutes

Specialty pizzas can be configured to default with pre-set toppings p y p g p pp g(ex: Hawaiian, meat lovers, everything)

Pizza price shown as the pizza is being built

Harbortouch HospitalityComprehensive Reporting

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Access to 80+ built-in reports

Database stores all information permanently

Create reports from data with unlimited history

COMPREHENSIVE REPORTING

Instantly access daily reports

Print daily summary on receipt printers or review on screen

Export reports as PDF, Excel, .csv, .rtf or other formats

With the click of a button, Harbortouch allows you to search, print and export any one of 80+ available reports


pinstantly

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SALES REPORTS

Financial overview

View top level overview of entire restaurant’s sales performance

Daily sales and labor summary


Daily sales and labor summary

View summary of the day’s sales performance

Sales by employee

Identify the most productive employees

Hourly sales

Determine which times of the day are the busiest

Menu item sales

Identify top selling items

Sort by employee or view totals

SALES REPORTS

Choice sales

Sort by employee or view totals

Breakdown by individual choices or choice sets


Breakdown by individual choices or choice sets

Discounts

Sort by menu item, discount type or by employee

Open tickets

View all open tickets

Employee labor

Analyze sales against labor costs

Seating performance

Determine the most popular sections in the restaurant (i.e. bar, dining room, patio)

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LABOR REPORTS

Payroll

View payroll summary and detailed breakdown

View payroll for hours worked or by shift


View payroll for hours worked or by shift

Compare payroll costs to sales

Employee Directory

View detailed information for all employees

Jobs

View all job types and which employees are associated with each

PRODUCT MIX REPORTS

Basic product mix

Identify best selling and slow moving products

Sort by group or individual menu item



Day part product mix

See which products are selling at different times of the day


Product sales by employee

See which employees are selling which menu items

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MENU REPORTS

Detailed menu view

View an outline of your entire menu

View menu breakdowns


View menu breakdowns

Which choices are associated with which choice sets

Example: Tomato, lettuce, onion and pickles are all in the “Burger Condiments” choice set

Which choices and choice sets are associated with which menu items

“Burger Condiments” and “Meat Temperature” are both associated with hamburgers and cheeseburgers

Which menu items are associated with which screen categories

Chicken Francoise, Chicken Parmesan and Chicken Marsala are all listed in the “Chicken” screen category

Which menu items are associated with which item groups

Lobster, Salmon and Sea Bass are all listed in the “Seafood” group

AUDITING REPORTS

Cash drawers

Track cash drawer totals

Credit returns


Credit returns

View credit card returns

Orphaned tickets

View tickets which were not properly closed

Cash

Track amount of cash paid in and out

Tender type

View detailed breakdown of payment types (Credit, debit, cash, checks & gift cards)

Breakdown by employee

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AUDITING REPORTS

Ticket movement

Track tickets that were transferred

View by creator last owner or acting user


View by creator, last owner or acting user

Detailed tickets

View all past tickets

Timesheet edit log

Track changes made to the employee timesheet

Voids

Sort by employee, void type or menu item

Tax removals

View orders in which tax was not included

CUSTOMER REPORTS

Customer summary

View summary of customers in the system

Customer detail


Customer detail

View detailed customer information

Sales

View breakdown of sales by customer

Payments

View breakdown of payment types by customer

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TRANSACTION REPORTS

Credit card receipts

View breakdown of payments by credit card type (Visa, MasterCard, Discover Network & American Express)


Discover Network & American Express)

Employee Tips

Breakdown by tender type for each employee

SECURITY REPORTS

Security access

View which users have access to each security level

Harbortouch Hospitalityp ySelling Points

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Simple to learn and easy to use

Full turnkey solution – We will program the merchant’s menu on

KEY SELLING POINTS

Full turnkey solution We will program the merchant s menu on their new POS system

Harbortouch training allows the merchant to feel comfortable with their new system from day one

All of this enables the merchant and their staff to focus on the most important part of their restaurant: the customer

Streamline Operations - Harbortouch POS is the perfect solution for any restaurant type. It can help improve speed and efficiency at the point of sale by enabling a merchant to serve customers faster prepare orders more quickly and

KEY SELLING POINTS

enabling a merchant to serve customers faster, prepare orders more quickly and reduce the time spent on daily office management.

Increase Table Turns – The number of tables a restaurant is able to turn in any given day is critical because this turnover directly affects revenue. Harbortouch expedites table turns through various increases in efficiency:

Remote printers & kitchen video display save multiple trips to the kitchen and bar

More accurate ordering ensures that meals are prepared correctly the first time

Decreases errors by automatically calculating the check totaly y g

Intuitive graphical interface allows for quick ordering

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Reduce Guest Check Errors - Harbortouch removes human error by ensuring that each menu item is being calculated correctly on the guest check. Additionally, the ability to update all prices in the POS system eliminates the risk of charging a

KEY SELLING POINTS

ability to update all prices in the POS system eliminates the risk of charging a menu item at the wrong price. The system also removes any miscommunication due to illegible handwriting or language barriers.

Reduce Shrinkage

The system will help ensure that the correct meal is delivered to the correct table each and every time.

Advanced reporting features allow the merchant to track the amount of food and drink that is typically consumed during a particular meal period. This enables the merchant to effectively gauge how much food needs to be prepared for each meal period.

Employee Management - Rather than spending time managing employees' hours, a Harbortouch POS system can take care of this time-consuming task. Harbortouch offers multiple time keeping features to improve accuracy and eliminate the

KEY SELLING POINTS

p p g p ypractice of employees over-reporting their hours:

Employees can clock in and out directly on the Harbortouch system

Determine the labor required for specific shifts

Track employee tips

Keep track of payroll expenses

Keep track of employee time clock behavior

Different security levels can be set to control the functions that particular Different security levels can be set to control the functions that particular employees are authorized to use.

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Increase Productivity and Time on the Floor - The streamlined operations offered by Harbortouch gives servers and managers more time on the floor. This

KEY SELLING POINTS

ensures higher productivity while also allowing employees to build customer relationships and improve customer satisfaction.

Generate Reports - The best way for any merchant to understand their business is through advanced reporting. Reports help every restaurant understand inventory, payroll, top selling and slow moving menu items, among many other things. Harbortouch Hospitality offers over 80 built-in reports that can be exported to PDF, Excel or other popular formats. Put the merchant in control of their business with a top level view of their operationstheir business with a top level view of their operations.

If after discussing the benefits of a Harbortouch POS system, the merchant is still not completely sold:

ROI CALCULATOR

Ask them if you can show them in writing how this system will make them money

Ask them the series of questions listed on the ROI calculator

Fill in the blanks with their answers

Make sure they understand the results

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HARBORTOUCH HOSPITALITY ROI CALCULATORHow many nights per month are you open? 30

How many hours per day are you open? 12

How many tables do you have? 20

ROI CALCULATOR

How many tables do you have? 20

What is your average table revenue per turn? $75.00

How many times do you turn tables per night? 3

What is the cost of an average entrée? $25.00

What is the average amount of drinks per table? 5

What is the average drink price? $7

How many employees do you have? 10

What is the average number of hours an employee works per week? 35 What is the average number of hours an employee works per week? 35

What is the average hourly wage for employees? $6.25

How many times a month do you comp a meal? 9

TABLE TURNSNumber of tables 20 x Turns per night 3

= Average tables per night 60 x Nights per month 30

ROI CALCULATOR

= Tables per month 1800 x Average table revenue $75

= Revenue per month $135,000 x % additional turn/month 5%

= Additional tables served/mth 90

= Additional revenue / month $6,750

SHRINKAGE

Comp/discarded meals per month 9 x Average cost of meal $25

= Shrink per month $225 x % reduction in shrink 75%

= Additional profit / month $168.75

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ROI CALCULATOR

DRINKS GIVEN AWAYAverage drinks per table 5 x Number of tables 20

= Drinks per table turn 100 x # of turns per night 3

= Drinks per night 300 x # of nights 30

= Drinks per month 9000 % not cashed out 1.00%

= Drinks not cashed 90 x Average drink price $7

= Additional profit / month $630

EMPLOYEE TIME KEEPING# of employees 10 x Average hours per week 35

= Employee hours per week 350 x Average pay per hour $6.25

= Payroll expense per week $2,188 = Payroll expense per month $9,479

ROI CALCULATOR

Payroll expense per week $2,188 Payroll expense per month $9,479

x % timesheet rounding errors 10% = Reduction in payroll / month $948

Total Additional Profit / Month: $8,497

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Harbortouch Retail

TARGET MARKETS

Convenience stores Gift shops

Small to mid-sized retail businesses:

Hobby shops Florists Craft Stores Dollar Stores Collectibles

Electronics Cosmetics Health Food Homemade Items

(Candles, baskets, etc.)

…and many more!

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OVERVIEW

Two package options offer customized solutions for any retail business type:

R t il St d d Thi t t f th t t il l ti ill Retail Standard – This state-of-the-art retail solution will provide the features and functionality needed to satisfy the needs of 80% of retail businesses

Retail Advanced– For larger retail businesses that require more advanced features or have multiple locations, this option may be a better fit. This advanced configuration requires more setup time and technical knowledge.

The Harbortouch team will determine which software option is needed for the business based on a variety of factors.

STREAMLINE YOUR BUSINESS

Combine multiple operations into one easy-to-use application:

Manage inventory

Manage employee schedules and monitor productivity

Track hours with a built-in time clock

Manage purchase orders / invoices

Integrated credit and debit transactions

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Harbortouch RetailStandard Features

SETUP WIZARD

Harbortouch Retail Standard offers an intuitive, step by step wizard to guide merchants through the setup process

Step 1: Select the business type

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SETUP WIZARD

Step 2: Select location

SETUP WIZARD

Step 3: Set taxes

Standard taxes will automatically appear based on location

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SETUP WIZARD

Step 3 (cont’d): Set taxes

You can select whether taxes are included in the price or not

SETUP WIZARD

Step 4: Enter company information

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SETUP WIZARD

Step 5: Create employees/users and set security levels

SETUP WIZARD

Step 6: Input inventory

Add item families (groups) and populate with specific items

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SETUP WIZARD

Step 6 (cont’d): Input inventory using built-in graphical gallery

SETUP WIZARD

Step 7: Enter prices

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STANDARD FEATURES

Employee hour tracking

View a detailed breakdown of labor hours for each employeeemployee

Employee security

Different security levels can be set to control the functions that particular employees are authorized to use

Discounts, specials and other flexible pricing

Allows you to dynamically create manual comps, coupons d t ti di t ithi dand automatic discounts within seconds

Easily change item prices for daily specials, sales, etc.

STANDARD FEATURES

Inventory tracking

Input inventory using the built-in graphical gallery or import your own databasep y

View and print inventory reports by item or item group

Customer Database

Store customer information such as name, phone number and address

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STANDARD FEATURES

Comprehensive reporting

Business owner is provided with a top level view of their business through a wide range of useful reports

Harbortouch RetailC h i R iComprehensive Reporting

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Cash in

Harbortouch Retail offers a wide range of interactive reports, decreasing bookkeeping and accounting expenses while providing a top level picture of the business.

Track cash put into the cash drawer

Cash out

Track cash removed from the cash drawer

Z Cash Count

Provides a full report of daily transaction activities

Used when manually closing a batch at the end of the day

X C h C t X Cash Count

Used to view a snapshot of that day’s transactions at the time the report is run


Sales

View by day, week, month, year or custom filter

Sort by item, item family or employee

Payment Means

Breakdown of different payment types (Credit, debit, cash, checks & gift cards)


Returns

Breakdown of returns by employee

Sort by item or return reasony


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Discounts

Breakdown of discounts by employee

Sort by item or discount reason


Time Sheet

View hours clocked by each employee


Comps

Breakdown of comps by employee

Sort by item or comp reasonSort by item or comp reason



Compare

View a graphical representation to compare two periods of time

Compare sales amount or items sold

Sort by “average by day” or “totals”

Taxes

View detail of taxes collected


Stock

View current inventory

Sort by item or item familySort by item or item family

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Harbortouch RetailS lli P iSelling Points

Increase Productivity & Customer Satisfaction – Harbortouch allows merchants to handle busy days effortlessly by increasing efficiency at the point of sale and, in turn, shortening checkout times and lines in the store.

KEY SELLING POINTS

of sale and, in turn, shortening checkout times and lines in the store.

Control Inventory - Advanced reporting and inventory tracking features allow merchants to keep the proper inventory on hand. This will eliminate lost sales due to being out of inventory and will also reduce the amount of money tied up in products that are not moving.

Understand Your Customers – Having the ability to track your customers’ spending habits is a tremendous marketing advantage. Through aggressive reporting, the merchant can keep track of what their customers are buying, the l t ti th i t d h d th t f b i last time their customers made a purchase and the amount of money being spent. This information can be used to market directly to customers.

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Generate Reports – The best way for any merchant to understand their business is through advanced reporting. Reports help every retail business understand inventory, payroll, top selling and slow moving menu items, among

KEY SELLING POINTS

understand inventory, payroll, top selling and slow moving menu items, among many other things. Put the merchant in control of their business with a top level view of their operations.

Customization – Harbortouch Retail offers a wide assortment of customization options to fit a merchant’s unique business needs. Industry-specific features provide useful tools for any business type.

If after discussing the benefits of a Harbortouch POS system, the merchant is still not completely sold:

ROI CALCULATOR

Ask them if you can show them in writing how this system will make them money

Ask them the series of questions listed on the ROI calculator

Fill in the blanks with their answers

Make sure they understand the results

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HARBORTOUCH RETAIL ROI CALCULATORWhat’s your average number of customers per day? 100

How many employees do you have? 3

ROI CALCULATOR

What is the average # of hours an employee works per week? 35

What is the average hourly wage for employees? $8.25

What is the average checkout time (in minutes)? 2

How many days per month are you open? 30

What is your average ticket price? $15

What is your average item price? $10

What is your total inventory value? $100,000

What is the percentage of your inventory that moves slowly? 15%

How many months does it take to deplete slow moving items? 5

CHECKOUT TIMENumber of customers per day 100 x Days open per month 30

= Customers per month 3000 x Reduced time (seconds) 5

ROI CALCULATOR

= Seconds saved per month 15000 = Minutes saved per month 250

÷ Avg checkout time (minutes) 2 = Possible additional customers 125

x % of additional customers 10% = Actual additional customers 12.5

x Average ticket $15 = Additional revenue / month $188

INVENTORY CARRYING COSTS

Total inventory $100,000 x % of slow moving inventory 15%

= Slow moving inventory $15 000 x Inventory carrying cost/month 5% Slow moving inventory $15,000 x Inventory carrying cost/month 5%

= Inventory cost savings / month $750

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LOST SALESAverage ticket $15 x Lost sales due to no inventory 5

ROI CALCULATOR

= Additional sales / month $75

SHRINKAGETotal inventory value $100,000 ÷ Average item price $10

= Number of items in inventory 10,000 x % lost of stolen 0.25%

= Amount of inventory shrink 25 x Average item price $10

= Reduced shrink / month $250

MARKETING EXPOSURE Average drinks per table 5 x Number of tables 20

ROI CALCULATOR

Average drinks per table 5 x Number of tables 20

= Drinks per table turn 100 x # of turns per night 3

= Drinks per night 300

EMPLOYEE TIME KEEPING# of employees 3 x Average hours per week 35

= Employee hours per week 105 x Average pay per hour $8.25

= Payroll expense per week $866 = Payroll expense per month $3,754

x % timesheet rounding errors 10% = Reduction in payroll / month $375

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OWNER’S TIME SAVINGSAverage hours per day spent on b i t

2 x Days per month 30

ROI CALCULATOR

business managementy p

= Hours per month 60 x % savings based on efficiency 25%

= Hours saved / month 15 x Value of owner’s time / hour $75

= Additional revenue / month $1,125

Total Additional Profit / Month: $3,063

Sales Techniques

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Mr. Merchant, what if I could: Create the same value for you that large restaurant chains such as

T G I Fridays and Applebee’s or national retailers such as Target or

THE ELEVATOR PITCH

T.G.I. Fridays and Applebee s or national retailers such as Target or Best Buy get from their POS systems? Save you time and money in the course of running your business? Give you a complete management system for running your

business? Give you a full POS system with no upfront out of pocket expense? Show you how you can have considerable extra profit in your

k t t th d f h th?pocket at the end of each month?

Understand the merchant’s business and what

THE SALES CALL

he/she needs

What are the merchant’s current pain points?

• How do we solve those pain points?

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“What if I can help you solve your current issues with a simple, easy to use and reliable POS system

THE PITCH

with a simple, easy to use and reliable POS systemthat is fully customized to your business?”

OR

“What if I can help you solve your current issueswith a simple, easy to use and reliable POS system that

will cost you nothing out of pocket to get started?”

Backed by United Bank Card

Hardware

Services

• Onsite training

HARBORTOUCH - RELIABILITY

• State of the art

• Built-for-purpose device

• Life expectancy of 7-9 years

Software

• Thousands of successful installs

g

• Onsite installation

• 24/7 remote support

• Onsite repair

• Easy for customers to learn and use

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No upfront costs, no money down

The merchant is only responsible for a low

HARBORTOUCH - AFFORDABILITY

The merchant is only responsible for a low monthly service fee

If you know what the business needs, bring a sample quote/proposal with you.

DEVELOP A PROPOSAL

These proposals will be created through the POS Sales Center software and will be explained later in Harbortouch University.

If you do not know what they need, then offer some possible solutions

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The Lighthouse & Interactive Merchant System

Interactive Merchant System (IMS)

The Interactive MerchantSystem is an online reportinginterface available to UnitedBank Card merchants.

Please note: All Harbortouchmerchants are required toinclude an email address onthe merchant application.This allows them to takeadvantage of the IMS andLighthouse features.

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What is the Lighthouse?

The Lighthouse is a management and reporting tool that communicates information between the Interactive Merchant System and the POS system

It eliminates the need for a dedicated back-office PC by allowing the merchant to access the information on their POS system from any computer with an Internet connection

Among other features, the Lighthouse enables the merchant to run various real-time reports and even make changes to their menu remotely

Lighthouse Features

POS Reports Sales reports Inventory reports

Merchant Account Reports Merchant Account Reports Statements Chargebacks Deposits

Remote administration of Harbortouch POS systems Edit menu items

Help resources Live chat

“H t ” d t ti id “How-to” demonstration videos Quick reference guides / FAQ’s

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IMS – Sales Reports

IMS – Inventory Reports

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IMS – Change Item Details

Accessing the Lighthouse from the POS system

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Sales Reports

Inventory Reports

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View Statements

View Statements

Merchant NameAddressCity, State, Zip

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Chargebacks

Deposits

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Support Center

The Support Center offers various support resources directly from the Lighthouse menu

Support Center

User Manuals & How To Guides

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Support Center

Video Tutorials

Support Center

Support Contact Information

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Support Center

Remote Support

Allows Harbortouch technical support to remotely access the merchant’s POS system for t bl h ti d i troubleshooting and issue resolution

Harbortouch Live Help Chat

Live chat with Harbortouch technical support representatives can be accessed directly from the POS screen

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Interactive ISO System

LOGGING IN

The Interactive ISO System is an online portal that offers numerous resources for ISOs.

To login, go to www.interactiveiso.com and enter your United Bank Card office code and password.

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ACCOUNT STATUS PAGE

The Account Status page offers links to important resources such as the merchant application and account setup form as well as recent UBC announcements

MANAGE MERCHANTS

The Manage Merchants tab allows you to manage your existing merchant accounts and view their statements and orders

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MANAGE OFFICE

The Manage Office tab allows you to view your residuals and bonuses, sales rep information and other office related information.

ONLINE APP

The Online App tab provides access to the Harbortouch configurator, the UBC merchant application and account setup form.

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REQUESTS

The Requests tab allows you to submit task requests to various departments at UBC. This provides another means of communication with UBC’s support departments.

ISO MATERIALS

The ISO Materials tab provides various resources.

The Harbortouch POS and ECR Program links provide f h i l resources for those two programs, respectively.

The Product & Service Info link provides forms and sales materials for UBC’s main programs such as prepaid services, gift cards, Auth.Net, cash advance, etc.

The Training Materials link provides training materials for yourself and your sales reps.

The Quick Reference Guides link includes QRGs for many of UBC’s supported terminals.

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ISO MATERIALS (cont’d)

The Marketing Materials link provides marketing resources such as business card and postcard resources such as business card and postcard templates, leavebehinds and sample account proposals.

The Current Promotions link lists current contests and promotions.

The Newsletter link provides access to past issues of UBC’s newsletter

The Service Advisories link lists service information from UBC’s technical support departmentfrom UBC s technical support department.

IIS TOOLS & HELP

The IIS Tools tab allows you to change your IIS password and logout of the IIS.

The Help tab provides contact information for UBC employees and general support departments

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Lead Management System

LEADS

Each month you will receive pre-set appointments withmerchants in your area that are specifically interested in aHarbortouch POS system. One of the hardest parts of any sale isgetting your foot in the door; we’re taking that obstacle out ofthe equation. When you meet with these merchants, they willalready have been pitched over the phone, so the groundwork islaid for you.

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LEAD MANAGEMENT SYSTEM

You will be given access to our online Lead Management System(LMS) to manage these appointments in real-time and utilize its( ) g ppadvanced CRM functionality, including text and e-mail alerts.

You will be responsible for setting the status of your leads within72 hours of notification.


When you follow the link to the LMS from the Interactive ISO System, you will be prompted to you will be prompted to register your account

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The dashboard will list any important announcements or information regarding your LMS account


The Leads Management tab lists all leads in your account.

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You can sort the leads using the date and status filters at the top of the page.


You can use the “Status” dropdown menu to set the status of a lead directly from this screen. Press the “Save” button once changing a lead’s status.

New Lead – All leads will start in this status. You will have 72 hours to follow up on the lead and change the status.

Appointment Rescheduled – Select this option if you reschedule the appointment Appointment Rescheduled – Select this option if you reschedule the appointment In Progress – Select this status once you have met with the merchant and have begun

the sales process Sold – Select this status once the sale has been made. You will be prompted to enter the

merchant ID (MID) number when you select this status Dead – Select this status if the lead did not produce a sale and all follow-up efforts have

failed

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Press the “Manage Lead” button to view and edit the details of the lead.


The Lead Details page provides all pertinent information about the lead

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Comments and notes are provided by the call center employee that sets the lead


The appointment date and time entered into the system may not be definite. We strongly recommend you contact the merchant directly as soon as the lead is received to confirm the appointment day and time.

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• Rating allows you to provide a feedback score for the lead from 1-5 stars. This lets us know which call center employees are providing the best quality leads and enables us to provide you with better leads.

• You can use the Status dropdown menu to change the status of the lead from this page.


The “Remind Me” checkbox sets a personal reminder for this lead. The LMS will send you an email or text message (based on your contact preferences) with the text entered in the Comment box on the date and time selected. This helps you keep track of all your leads.

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The Status Log page shows a record of each lead’s status changes.

Harbortouch Sales Center

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Logging In

When you first install the HT Sales Center software, you will be prompted for your login information. Enter your United Bank Card ISO office code as the username. The password is the same as your Interactive ISO System (IIS) password. If you do not know this information, contact ISO Support at 800-201-0461 x773 or your Relationship Manager.

HOME SCREEN

When you first login to the HT Sales Center software, it will open to the home screen. From here, you can access marketing materials, the quote generator/configurator and stored merchant applications using the links on the left. The links at the top right will access your stored settings.

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MY PROFILE

This page is required to be completed upon installing the software in order to utilize the quote and application features.

DEFAULT PRICING

This allows you to set default rates that will auto-fill when creating a quote. You can still adjust the rates as necessary to complete the deal during the quote process.

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HELP

This page allows you to view phone numbers and email addresses of UBC and Harbortouch support contacts.

HARBORTOUCH DEMO / MARKETING MATERIALS

Marketing SlicksThis tab gives you access to various marketing leavebehinds.

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Video TutorialsThis tab allows you to play a demo video (by clicking on the film without the mouse icon) or give the user an interactive Harbortouch demonstration (by clicking on the icon with the mouse cursor on it)


Example of demo video

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Example of interactive video


Sales VideosThis tab allows you to show a sales video that pitches the Harbortouch POS system

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Example of sales video


3D DemoThe 3D demo tab allows you to rotate the system and view from all angles

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QUOTE GENERATOR

Use the Quote Generator to create a new pricing and equipment quote for a merchant. Once a quote has been created, a processing application can be created for that merchant by pressing the “A” button next to the quote.

QUOTE GENERATOR – MERCHANT INFO

Enter the requested information on the “Merchant Info” tab. This is the information that will be populated into the merchant application so double check all information for accuracy. Press “Next” when complete.

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QUOTE GENERATOR – EQUIPMENT OVERVIEW

Click on the button to “Add System”. Select the appropriate equipment type to customize the quote.

MERCHANT APPLICATION

The merchant information entered in the quote will auto-populate into the merchant application.

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Installation

INSTALLATION

All Harbortouch POS systems are installed by a third-partyinstallation company. These experienced installationp y pprofessionals are highly trained on the Harbortouch hardware andare specially certified to install this equipment. Their expertiseensures that your merchant’s system will be set up correctly thefirst time. We recommend that you are on-site during theinstallation to provide additional support for the merchant and tohelp answer any questions that arise during the setup process.

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NETWORKING & CABLING 101

What is a standard cable run/cable drop? The installation of wiring from a POS deviceto the RJ-45 jack mounted in the wall; less than 10 feet in distance and not requiringany wiring to be installed within a wall or ceiling. One standard cable run is includedwith each POS system.w t eac OS syste .

What is an excessive/advanced cable run/cable drop? The installation of wiring froman RJ-45 jack mounted in the wall to a back-office modem/router and/or from a POSdevice to a remote printer. These typically require wires being installed behind walls orin the ceiling.

What is an internet modem? A device that provides data communication over anetwork. Cable modems are primarily used to deliver broadband Internet access in theform of cable Internet.

What is a router? A device that forwards data packets along a networkWhat is a router? A device that forwards data packets along a network.

What is high speed internet? High speed internet, also known as broadband Internetaccess, is a high data rate connection to the Internet.

NETWORKING & CABLING 101

What is a network? A collection of computers and/or devices interconnected bycommunications channels that facilitate data transfer among users and allows users toshare resources.

What is an IP address? A numerical label assigned to each device (e.g. computer,printer) participating in a computer network that uses the Internet Protocol forcommunication.

What is cat5 cable? Cat5 or Cat-5 cable refers to category 5 cable which is a twistedpair, high signal integrity cable type

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CABLE

When quoting a Harbortouch system for a merchant, you have to know how manycable drops are required. A cable drop is needed for each device being installed,including POS systems and remote printers.

Example 1: If a restaurant needs three (3) POS terminals, a remote printer inthe bar and one in the kitchen, a total of five (5) cable drops are required; three(3) standard cable drops and two (2) advanced cable drops.

Example 2: If a bookstore requires two (2) POS terminals and doesn’t need anyremote printers, they would need two (2) standard cable drops.

INSTALLATION PREPARATIONS

There are certain preparations that you should make with your merchantprior to the installation date to ensure a smooth setup process:

1 The site must have an active high-speed internet connection (such as cable DSL or1. The site must have an active high speed internet connection (such as cable, DSL orFiOS) prior to the install. This is so the Harbortouch technicians can properly testthe equipment and because the system must be connected to the internet in orderto process credit and debit card payments.

2. Identify the type of networking device at the business location (supplied by theirinternet service provider): i.e. Modem, Router, or Modem/Router combo. Thenumber of open ports on the device should also be noted. This information helps usconfigure the router properly before it arrives on site.

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INSTALLATION PREPARATIONS (CONTINUED)

3. Equipment such as POS terminals and remote kitchen printers may need a networkcable professionally run to the merchant’s networking device (router, modem orrouter/modem combo) if it is more than ten (10) feet from the networking deviceand/or the cable will need to travel through a wall, countertop, or other surface. Ifa d o t e cable w ll eed to t avel t oug a wall, cou te top, o ot e su ace.the necessary network cabling run prior to the equipment installation, Harbortouchmust know the distance from each POS terminal to the networking device, and thedistance from each remote kitchen printer to the networking device. Harbortouchwill contact the merchant directly to obtain this information.

4. We will also need to know the height and style (standard or drop) of the ceilings,and the construction of the interior walls (studded, brick, or concrete). Harbortouchwill contact the merchant directly to obtain this information.

INSTALLATION PREPARATIONS (CONTINUED)

5. The location must have enough power outlets for the Harbortouch equipment. As ageneral rule, each POS terminal must have two (2) available power outlets withinfour (4) feet, and each remote kitchen printer must have one (1) available poweroutlet within four (4) feet.

6. It is highly recommended that each POS system has a dedicated surge protectorwith battery backup. The merchant can supply their own or Harbortouch cansupply these at the time of install. This protects the system in the event of apower outage, lightning, etc. The battery backup will supply power to the POSsystems for long enough to properly shut down the system, avoiding any filecorruption.

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Paperwork

HARBORTOUCH ACCOUNT SETUP FORM

A new account setup form has been created specifically for Harbortouchaccounts. The form, which will be viewed on the next screen, should besubmitted to UBC’s Underwriting Department along with the UBCsubmitted to UBC’s Underwriting Department along with the UBCmerchant application.

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HARBORTOUCH SERVICE AGREEMENT

Any merchant participating in the Free POS Program is required to signan equipment service agreement. The agreement includes a monthlyservice fee starting at $59 for the basic package This monthly serviceservice fee starting at $59 for the basic package. This monthly servicefee will increase if additional accessories are ordered. This fee coverstechnical service, support and equipment replacements. The exactmonthly total will be calculated by the POS configurator which can beaccessed on the HT Sales Center software or through the Interactive ISOSystem.

HARBORTOUCH CONFIGURATOR

To access the configurator from the Interactive ISO System, click on the “Online App” tab and select “Harbortouch POS Configurator” from the dropdown menu.

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HARBORTOUCH CONFIGURATOR

Follow the prompts to complete the Harbortouch POS configurator and produce a merchant quote. Supply all requested information regarding the merchant and the required equipment.

Harbortouch University Reference.ppt - Amazon S3 · ORDER ENTRY AND TICKET HANDLING Transfer tickets to other users A server can transfer open tickets to other employees if they need

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