SBI POS Machine Operation SOP Guide

1. Initial Setup & Terminal Preparation

• Primary Checks:
  • Ensure the terminal and Dak Seva App are ready.
  • Select the Counter Number as per the CEPT map during daily allocation.
• Counter Operations:
  • Allocate counters to operators.
  • View/modify counter status or create new counters.
  • Open the Razorpay App and verify P2P is enabled (check notification and top-left corner of POS).

2. Card Payment Process

1. Integrated Payment - Card Flow:
   • Select the booking in the Desktop Application.
   • Click “SBI E-pay Card” → POS auto-populates the amount.
   • Customer inserts the card and enters the PIN.
   • Success Message appears on POS and Desktop App.
   • Charge slip is generated.

3. UPI Payment Process

1. Integrated Payment - UPI:
   • Select the booking in the Desktop Application.
   • Click “SBI E-pay QR” → POS displays a QR code with the amount.
   • Customer scans the QR and completes the payment.
   • Verify Payment after transaction.
   • Success Message appears; charge slip is generated.

4. Settlement & Reports

• Steps:
  1. Open Razorpay App → Click Navigation Icon.
  2. Select Transaction History or Print Summary.
  3. Choose date and transaction type to view/print records.

Key Notes:

• QR Code Matching: Ensure the QR code on POS matches the customer’s scan.
• Charge Slip: Generated for both card and UPI payments.
• Counter Management: Critical for daily operations (allocation/modification).