SMS v3 – Nations Benefits OTC Transaction Steps

This document describes step by step the different transactions that can be performed at the POS with NationsBenefitsOTC.

List of the supported transactions

• Redeem 
• Refund 
• Void 
• Reversal 

Redeem Transaction

• Once all items are scanned, click on the Sub-total button; 
• click on the Sub-total button; The tender buttons page is displayed, click on the Credit button; 
• Pinpad will prompt to swipe the card; 
• Customer has to : Swipe the card; 
• A message will prompt on Pinpad to confirm the amount and press YES; 
• Transaction approved 
  
  

NOTE: Starting with SMS 3.6.0.9, tenders must be processed in this order: eWIC -> OTC -> EBT SNAP and/or FSA/HSA -> all other tenders, otherwise you will get errors like “eWIC must be paid first” or “OTC must be before FSA and FS".

NOTE: The purse used and purse balance values printed on the receipt may be slightly off due to rounding in certain scenarios. Nations Benefits confirmed that the finalization process updates the purses on their end correctly. However, since we receive purse usage and balances before finalization, they may differ by a penny or two.

Refund Transaction

• Press the refund key; 
• Enter the amount in the department or scan the item and confirm the refund amount; 
• click on the Sub-total button;The tender buttons page is displayed, click on the Credit button; 
• Pinpad will prompt to swipe the card; 
• Customer has to : Swipe the card; 
• A message will prompt on Pinpad to select the payment type and press OTC; 
• A message will prompt on Pinpad to confirm the amount and press YES; 
• sign on the pinpad and accept the signature; 
• Transaction approved

Void Transaction

In order to void or remove an OTC payment, you must still be in the transaction, When a Void last item(Function 610) is Selected , the tender is voided, and the card balance is reset. If the customer wishes to use a different card, they must ensure that the new card has an available balance to make the payment.

To void out an OTC payment, follow these steps:

• Once all items are scanned(OTC and Non-OTC);click on the Sub-total button;
• The tender buttons page is displayed, click on the Credit button;
• Pinpad will prompt to swipe the card;
• Customer has to : Swipe the card;
• A message will prompt on Pinpad to select the payment type and press OTC;
• A message will prompt on Pinpad to confirm the amount and press YES;
• The OTC payment will be approved;
• Select Void last item(Function 610) from Functions Tab;
• A message will prompt on pos to Void the last item  and press YES;
• The OTC payment line will be voided.

NOTE: When voiding an OTC payment, if the transaction includes EBT (FS) and FSA payments, you must remove the EBT and FSA payments first. Otherwise, you will get the error message: “Remove EBT(FS)/FSA payment before OTC correction.”