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CUSTOMER AND VENDOR USER GUIDE 2018 Erica Martin


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Table of Contents Our History..........................................................................................................................................8 Who We Are....................................................................................................................................8 About us..........................................................................................................................................9 Our services...................................................................................................................................10 Follow us on social media..............................................................................................................11 Terms of Use..................................................................................................................................12 Terms..............................................................................................................................................12 License............................................................................................................................................12 Disclaimer.......................................................................................................................................13 Limitations......................................................................................................................................13 Links................................................................................................................................................13 Governing Law................................................................................................................................13 Contact Us......................................................................................................................................14 Privacy Policy.................................................................................................................................15 Personal Identification Information................................................................................................15 Geolocation....................................................................................................................................15 Non-personal identification information........................................................................................15 Web Browser Cookies.....................................................................................................................16 How we use collected information.................................................................................................16 Security Measures..........................................................................................................................16 How we protect your information..................................................................................................17 Sharing your personal information.................................................................................................17 Third party websites.......................................................................................................................17 Advertising.....................................................................................................................................17 Changes to Privacy Policy...............................................................................................................18 Contact Us......................................................................................................................................18 Icon Legend...................................................................................................................................19 Processing Your Payments Using Stripe.........................................................................................20


Privacy Policy 3 Vendor Portal....................................................................................................................................22 About the Website........................................................................................................................23 About the Mobile App...................................................................................................................23 Register for an Account.................................................................................................................24 Login to the website......................................................................................................................26 Forgot Password.............................................................................................................................27 Download the Mobile App............................................................................................................28 Login to Mobile App.......................................................................................................................28 Forgot Password.............................................................................................................................28 Creating Your Profile......................................................................................................................29 Edit Account...................................................................................................................................29 Edit business logo...........................................................................................................................30 Delete logo.....................................................................................................................................32 Logout...........................................................................................................................................33 Return to the Deal N Sum Main Home Page...................................................................................34 The Vendor Panel..........................................................................................................................35 About the Website Dashboard.......................................................................................................35 About the Mobile Dashboard........................................................................................................36 Dashboard Functions......................................................................................................................36 Monitor Weekly Progress..............................................................................................................37 Manage Cards................................................................................................................................38 Add Cards to Your Vendor Account.................................................................................................38 Save Lists of Cards to Your Device...................................................................................................38 Manage Vendor User.....................................................................................................................39 Add a Vendor User..........................................................................................................................39 Save a List of Your Current Vendor Users to Your Device................................................................40 Modify Existing Vendor User.........................................................................................................41 Using QR codes..............................................................................................................................42 Scan Customer QR Codes...............................................................................................................42 Return with QR code......................................................................................................................42


4Privacy Policy Schedule an Event.........................................................................................................................43 Special Reservation (Paid)...............................................................................................................43 General Reservation (Free to Customers).......................................................................................44 Adding USPS Tracking Details........................................................................................................45 Interested in Company Ads?..........................................................................................................47 Customer Portal................................................................................................................................48 About the Website........................................................................................................................49 About the Mobile App...................................................................................................................49 Register for an Account.................................................................................................................50 Website..........................................................................................................................................50 Mobile App.....................................................................................................................................52 Verify your account.......................................................................................................................53 Login to the Deal N Sum website...................................................................................................54 Forgot Password.............................................................................................................................55 Download the Mobile App............................................................................................................56 Login to the Mobile App.................................................................................................................56 Forgot Password.............................................................................................................................56 Delete Account..............................................................................................................................57 Add profile image..........................................................................................................................59 Access and Purchase Cards............................................................................................................62 Editing User Settings......................................................................................................................65 Mobile............................................................................................................................................65 Navigating the Customer Panel......................................................................................................66 About the Dashboard.....................................................................................................................66 My Address...................................................................................................................................67 New Address...................................................................................................................................67 Delete Address...............................................................................................................................69 My Orders.....................................................................................................................................71 Shop for Products..........................................................................................................................72 View My Products.........................................................................................................................75


Privacy Policy 5 Mobile Application Functions........................................................................................................76 Using Cards....................................................................................................................................77 Get Cards........................................................................................................................................77 My Cards.........................................................................................................................................77 Generate QR Code.........................................................................................................................78 Advertiser Portal...............................................................................................................................79 Register as an Advertiser...............................................................................................................80 Choose an Advertising Plan...........................................................................................................83 Mobile App Troubleshooting.............................................................................................................87 Sound Notifications.......................................................................................................................88 Badge notifications........................................................................................................................92 Lock screen notifications...............................................................................................................96 iPhone Notification Center history...............................................................................................100 Force Quit....................................................................................................................................101 Get the latest version..................................................................................................................104 Uninstall and reinstall the app.....................................................................................................105 Technical Support........................................................................................................................107 Email.............................................................................................................................................107 Phone...........................................................................................................................................107 Meet Our Partners.......................................................................................................................108 New Version................................................................................................................................109


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Our History

We Support Local Businesses

Who We Are

Top Features 1. Customer engagement 2. Customer service 3. Individualization in offering both service and promotions 4. Modern user platform 5. The Elements of a Newsletter

“Let some of the best professionals in your field give you a hand.”

Founded in 2016, Deal N Sum is the latest to join the Central Florida startup scene but with a very specific objective in mind: the absolute best value for fine local products and services. This Winter Park-based startup features amazing deals ranging from fine jewelry on Park Avenue to fine dining in surrounding areas. “You can tell we definitely looked into classy,” founder Rishi Bajaj said. Its stated purpose is to provide “customers with more access to businesses and to provide businesses with easier access to each other,” achieving both lower prices and higher profits. Bajaj went on to say that “every business should have an equal opportunity to offer its unique contributions to the marketplace.” The result is that both local businesses and customers get the best end of the deal. Customers and vendors can create free accounts online visiting DealNSum.com website or downloading the Deal N Sum mobile apps available on Apple’s App Store or Google Play (white icon is for customers, orange for vendors).


CUSTOMER AND VENDOR USER GUIDE 8Privacy Policy

About us Deal N Sum is a multi-platform, innovative e-commerce and advertising company based in Central Florida. We are based in The Medical Village at Winter Park, which is also home to Florida Accountable Care Services, Florida Physicians Trust, and some of the biggest players in Central Florida's healthcare industry. Through some of our sister companies, we are affiliated with more than 1,000 doctors and more than 1,000,000 patients in the Central Florida Area. We are also affiliated with a large network of retailers, professionals and commercial vendors. Our formula is simple: more access to information for customers + more access to customers for businesses = lower prices + higher profits. Because when everyone wins, America wins.

In proud partnership with the Medical Village at Winter Park, Florida, Accountable Care Services (one of the largest physician-led networks in Central Florida), and Guardian Health Service (a leading Health Information Exchange serving patients throughout Florida), we also offer event management services for your venue!


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OUR SERVICES

Our services


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Follow Us On Social Media


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Terms of Use This is a legal agreement between the person or organization (“User” or “you”) agreeing to these Terms of Service (“Terms”) and DEAL N SUM, LLC, a Florida limited liability company (“Deal N Sum,” “us,” or “we”), for the use of the Deal N Sum mobile application(s) (singularly and collectively hereinafter referred to as “Application”) and related services (“Services”) available on our Website (as defined below). By accepting these Terms or using the Application or Services, you represent that you are of legal age and have the authority to bind the User to these Terms, Deal N Sum’s Privacy Policy, and the applicable conditions set forth herein (collectively the “Agreement”). Users are responsible for reviewing the terms and conditions as posted on the Deal N Sum website located at https://DealNSum.com (the “Website”). Use of the Website, Application, and Services constitutes your agreement to the Agreement. Deal N Sum reserves the right to change the terms, conditions, and notices of this Agreement. You are responsible for regularly reviewing these terms and conditions and additional terms posted on the Website or provided to you via electronic mail. Continued use of the Website, Application, and Services constitutes your agreement with all such new or revised terms, conditions, and notices.

Terms By accessing the Website or using the Application and Services, you are agreeing to be bound by all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws governing the use of the Website, Application, and Services. The materials contained in the Website are protected by applicable copyright and trademark laws.

License Permission is granted to download one copy of each individual or distinct Application from the Website or applicable “App Store” for personal, non-commercial use only (the “License”). This is the grant of a license, not a transfer of title, and under this license you may not:  

modify or copy the Application use the Application for any commercial purpose, or for any public display (commercial or non-commercial)  attempt to decompile or reverse engineer the Application  remove any copyright, trademark, or other proprietary notations from the Application or  transfer the Application to another person or “mirror” the Application on any other server. This License shall automatically terminate if you violate any of the aforementioned restrictions and may be terminated by Deal N Sum at any time. Upon terminating your use of the Application or upon the termination of the License, you must destroy any downloaded copies of the Application in your possession, whether in electronic or printed format.


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Disclaimer The Application and Services are provided “as is.” Deal N Sum makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties. Further, Deal N Sum does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the Application and Services or software and devices related to the use of the Application, Services, or any other websites linked to the Website.

Limitations In no event shall Deal N Sum or its affiliates be liable for any damages (including, without limitation, damages for loss of data, profit, or due to business interruption) arising out of the use or inability to use the Website, Application, or Services. Because some jurisdictions do not allow limitations on implied warranties or limitations of liability for consequential or incidental damages, these limitations may not apply to you.

Links Deal N Sum has not reviewed any websites linked from the Website and therefore Deal N Sum is not responsible for the contents of any such linked website. The inclusion of any website link on the Website does not imply endorsement by Deal N Sum of that particular linked website. Use of any such linked website is at the User’s own risk.

Governing Law As a condition of your use of Website, Application, or Services, you agree not to use the Website, Application, or Services for any purpose that is unlawful or prohibited by this Agreement. You may not use the Website, Application, or Services in any manner that could damage, disable, overburden, or impair the Website, Application, or Services. You may not attempt to gain unauthorized access to any other User’s information or website. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available through the Website, Application, or Services. Any claim relating to this Agreement, the Website, Application, or Services shall be governed by the laws of the State of Florida.

Contact Us If you have any questions about this Agreement or the practices of Deal N Sum regarding the Website, Application, or Services; please contact us at support@DealNSum.com.


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Privacy Policy Capitalized terms not defined herein shall have the definitions set forth in the Deal N Sum Terms of Use.

Personal Identification Information We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit the Website, register on the Website or Application, use the Application, place an order on the Website or through the Application, respond to a survey on the Website or Application, fill out a form on the Website or Application, and/or do any of the foregoing in connection with other activities, services, features or resources we make available on the Website or Application. Users may be asked for, as appropriate, name, email address, mailing address, phone number, and credit card information. Users can always refuse to supply personal identification information, except that it may prevent them from engaging in certain activities available on the Website, Application, or Services. Whenever you use the Application on a mobile, tablet or desktop device, we may collect your device’s location and sensor information and associate such information with your account with us.

Geolocation We may use GPS technology (or other similar geolocation technology) to determine your current location in order to determine the city you are located within to enhance your experience using the Application. We will not share your current location with other Users or partners. We employee such technology to assist in: a) helping users find vendors and deals in their current location; b) providing vendors customer information for the purposes of generating promotional material; and c) providing vendors and Users an extra form of security to track irregular shopping patterns. We may provide your current location to vendors so that they may contact you with promotional information specific to your location. If you do not want us to use your location for the purposes set forth above, you should turn off the location services for the Application located in your account settings or in your mobile device settings.

Non-personal identification information We may collect non-personal identification information about Users whenever they interact with Website or use the Application or Services for purposes of aggregation and data-analysis. Nonpersonal identification information may include the browser name; the type of computer and technical information about Users means of connection to the Website, such as the operating system and the Internet service providers utilized; age; gender; times Users tend to shop or use the Website, Application, or Services; and other similar information.


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Web Browser Cookies Our Site may use “cookies” to enhance User experience. A User’s web browser places cookies on his/her hard drive for record-keeping purposes and sometimes to track information about him/her. A User may choose to set his/her web browser to refuse cookies, or to alert him/her when cookies are being sent. If he/she does so, note that some parts of the Website, Application, or Services may not function properly.

How we use collected information Deal N Sum may collect and use Users’ personal information for the following purposes:        

To improve customer service To personalize user experience To sell to partners/vendors in the Deal N Sum network for purposes of generating promotional information (emails, flyers, coupons, etc.) To process payments To run a promotion, contest, survey or other Website or Application feature To send periodic emails. To support the Services To create anonymous statistical and aggregated data and reports

Security Measures We follow generally accepted industry standards to protect the personal identification information submitted to us, both during transmission and once we receive it. Your Deal N Sum account and profile (if you have one) and the information contained therein are password protected. Please note that you are not permitted to provide your password to anyone else. Deal N Sum will never ask for your password in e-mails that you receive unexpectedly or that you did not request. Please remember to log out of your account and to close your internet browser window when you leave the Website; this is especially important if you use a PC in public locations. At present, this is the safest way to ensure that no one has access to your personal information. When you enter sensitive information (such as a credit card number) on our order forms, we encrypt the transmission of that information using secure socket layer technology (SSL). While we strive to protect your personal information, we cannot ensure the security of the information you transmit to us, and so We urge you to take every precaution to protect your personal data when you are on the Internet. As examples, change your passwords often, use a combination of letters and numbers, and make sure you use a secure browser. It is recommended that Users upload an accurate picture of themselves to their profiles. This picture will be used for identification purposes only, and We will not share it with any third party. Failure to upload a picture will require Users to provide a legitimate form of personal identification every time they transact using the Website, Application, or Services.


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How we protect your information We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data that may be stored on the Website or the Application.

Sharing your personal information We may sell certain of Users’ personal identification information to the partners and vendors in the Deal N Sum network so that they can generate promotional information (emails, flyers, coupons, etc.) tailored to Users. We will not sell Users’ email addresses. We will share Users’ transactional data with the vendor that is part of the transaction; this data will be limited to the User’s name/customer ID, time of purchase, item(s) purchased, and the price of the item(s) purchased. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. We may use third party service providers to help us operate our business, the Website, Application, or Services or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes.

Third party websites Users may find advertising or other content on the Website or Application that link to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Website or Application. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other websites, including websites which have a link to the Website, is subject to that website’s own terms and policies.

Advertising Advertisements appearing on the Website or Application may be delivered to Users by advertising partners, who may set cookies. These cookies allow the ad server to recognize your computer each time they send you an online advertisement to compile non-personal identification information about you or others who use your computer (see Web Brower Cookies section). This information allows ad networks to, among other things, deliver targeted advertisements that they believe will be of most interest to you. This Agreement does not cover the use of cookies by any advertisers.


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Changes to Privacy Policy Deal N Sum has the discretion to update the privacy policy contents of this Agreement at any time. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this Agreement periodically and become aware of modifications.

Contact Us If you have any questions about this Agreement or the practices of Deal N Sum regarding the Website, Application, or Services; please contact us at support@DealNSum.com.


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Icon Legend Login/Logout Edit Delete Menu Event Calendar Logout Shop Vendor Users


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Processing Your Payments Using Stripe Deal N Sum uses Stripe as its payment gateway. Stripe is a very secure and efficient method of payment. To learn more about Stripe, visit https://stripe.com/about. Stripe is an American technology company, operating in over 25 countries, that allows both private individuals and businesses to accept payments over the Internet. Stripe focuses on providing the technical, fraud prevention, and banking infrastructure required to operate online payment systems. Stripe takes a simple approach. They charge you a flat rate of 2.9 percent plus 30 cents per successful charge as long as you're doing under $1 million in volume per year. This rate varies country to country, but it's always flat. With Stripe, you can charge almost any kind of credit or debit card: U.S. businesses can accept Visa, MasterCard, American Express, JCB, Discover, and Diners Club. Australian, Canadian, European, Hong Kongese, Japanese, and Singaporean businesses can accept Visa, MasterCard, and American Express. The very first transfer Stripe makes to your bank will take 7 days to post in the US or Canada, and can take up to 10 days to post to UK and EU accounts. Payouts are bundled together and paid out to US customers within two business days.

   

Credit card Debit card Bank transfer Paying by bank transfer or by credit card or debit card – pulling out the plastic, so to speak – is straightforward for customers. For online businesses, however, there are a variety of ways to accept these types of payment. The services that process credit card and bank card payments are referred to as payment gateways or gateway systems


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Vendor Portal INTRODUCTION The Deal N Sum website is completely tailored to your business in our network, enabling you to reach more customers and allowing them to directly make orders and purchases. We use our site as a technical platform to bring all forms of local businesses into the modern age. Deal N Sum helps drive customers directly to the vendor by making it easier than ever for customers to find, access, and use your services from any desktop. Our sophisticated logging system allows you to track your own profitability as well as individual purchase data allowing you to understand your customers tastes better and set your business strategy accordingly.


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About the Website Our sophisticated logging system allows you to track your own profitability as well as individual purchase data- allowing you to understand your customer’s tastes better and set your business strategy accordingly. By registering for an account on the Deal N Sum site, you will be able to monitor:         

Sales Orders Average Orders Products Manage cards Add products Manage Vendor Users Track transaction Track Weekly progress

About the Mobile App The Deal N Sum Mobile App is available in two platforms: the vendor and customer applications. These applications are intended to help your business or company reach and interact with customers more efficiently. These apps help you stay up to date and gives you an opportunity to keep your company technologically innovative. After installing the mobile apps, you will be able to:   

Monitor sales, products, orders, and average orders Charge and add back to customer accounts Create a vendor portal


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Register for an Account Prior to downloading the vendor application, create a new account from the Deal N Sum website. 1. Visit: https://DealNSum.com/

2. Click “Register Here” in the top menu bar to open the registration window

3. From the registration menu, click the top drop-down menu and select “Vendor.”


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4.

Fill in all the required

information (designated by a green

*)

5. Agree to the terms and conditions by checking the designated checkbox

6. Click create “Create an Account� to complete the registration process


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Login to the website 1. Visit http://DealNSum.com 2. Move your cursor to the green “Lock” icon

(

) on the top right of the web page

3. A drop-down box will appear asking you to login or register for an account

4. Enter the email and password combination used to create your Deal N Sum customer account during registration, and click the “Login” button


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Forgot Password To retrieve your lost or forgotten password:

1. Click “Forgot your Password” from the log-in drop-down

2. On the following page, enter the email address you used to register and click “Continue”

3. A confirmation screen will appear, confirming instructions to reset your password have been set to your email address


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Download the Mobile App After completing the vendor registration online, download the vendor mobile application from the Apple Store or Google Play.  

Apple Store: https://itunes.apple.com/us/app/DealNSumvendor/id1194933820?mt=8 Google Play: https://play.google.com/store/apps/details? id=io.com.DealNSumVendor

Login to Mobile App Enter the email and password combination you used to create your Deal N Sum vendor account during registration.

Forgot Password To retrieve your lost or forgotten password, click “Forgot Password” below the “Login” button and enter your email address. You will receive a password reminder via email.


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Creating Your Profile Deal N Sum will generate a customized profile using the information used to register for your account. To manage your profile and business logo, follow the instructions below:

Edit Account 1. After logging in, click on your business logo located in the top right hand corner of the dashboard

2. Click “Profile” from the dropdown menu

3. Edit information from the “My Account” page


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Edit business logo 1. Click “Edit Logo “

(

) underneath the logo graphic.

2. A pop-up window will appear. Click “Browse…” to search for a file on your computer

3. Locate and highlight your file, then click the “Open” button


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4. Confirm your image is correct and click “Update�

5. A pop-up will appear, confirming your changes have updated

6. Your company log now appears when logged in to your account.


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Delete logo To delete your logo: 1. From your “Profile” page, click “Remove Logo“

( ) underneath the “Edit Logo” button

2. A confirmation pop-up will appear. Click “Yes, remove it” to confirm your choice


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Logout 1. Click on your business logo in the top right hand corner of the dashboard

2. Click “Profile” from the dropdown menu

3. Click the “Logout” icon

( )


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Return to the Deal N Sum Main Home Page Click on the “Go to Store� button (

) on the upper right side of the dashboard


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The Vendor Panel About the Website Dashboard You can access several Deal N Sum functions on the vendor home page. Click the “Dashboard” icon to view these options:            

Sales Card name Transaction amount Transaction date Orders Average Orders Products Name Added date Store Name Transactions Summary Weekly Progress


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About the Mobile Dashboard You can access several Deal N Sum mobile app functions on the menu page. Tap the “Menu” icon ( ) to view these options:  Dashboard  My Account  Logout

Dashboard Functions       

Scan QR Add Back Vendor User Sales Products Orders Average Orders


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Monitor Weekly Progress 1. Select the “Calendar” icon 2. Select one of the options:  Last 30 days  This Month  Last Month  Custom a. Click “Submit” b. Weekly Progress will be visible in the left side of the dashboard page


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Manage Cards Add Cards to Your Vendor Account 1. 2. 3. 4.

Select the “Create Card” icon on the left sidebar of the dashboard menu Select “ + Add Product” Fill in “Add Card Details” with required information Click “Add”

Save Lists of Cards to Your Device Select any of the following item formats:  Copy  CSV  Excel  Print


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Manage Vendor User A vendor user is a restricted vendor account that does not have access to the following functions:  Sales  Products  Orders data  Card/Product creation or editing  Any transactional or financial data (either aggregate or per customer)  Any sensitive or unique information associated with the “vendor account"

Add a Vendor User 1. Select the “Vendor Users” icon

( ) on the left side of the dashboard menu

2. Select “+ Add Vendor User” 3. Fill in “Add Vendor User Details” with required information 4. Click “Create User”


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Save a List of Your Current Vendor Users to Your Device Select any of the following item formats:  Copy  CSV  Excel  Print


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Modify Existing Vendor User 1. Open the “Vendor Users” button on dashboard 2. Click the “Trash Can” icon ( 3. Click the “Pencil” icon ( 4. Click the “Lock” icon (

) to delete vendor users ) to edit vendor user information ) to block and unblock vendor users


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Using QR codes Scan Customer QR Codes 1. Open the “Scan QR” button on the dashboard 2. Place device camera in front of customer QR code within the viewfinder rectangle until identification 3. Choose “Yes” or “No” to verify customer photo ID 4. Customer account will come into view 5. Enter amount due in “amount” box 6. Click “submit” to generate payment

Return with QR code 1. Scan Customer QR code 2. Input return amount to “amount” box 3. Press “submit” to process return


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Schedule an Event Deal N Sum allows vendors to schedule events in various venues using the vendor dashboard. Whether it’s a special or general reservation, we have a list of available venues with seating to best accommodate your guests. Complete the instructions below to book a special or general reservation:

Special Reservation (Paid) 1. 2. 3. 4.

Click on the “Event” icon ( ) in the main dashboard menu Fill in all the required information in each text box Verify that the information is accurate Click submit to send in your request


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General Reservation (Free to Customers) 1. 2. 3. 4.

Click on the “Event” icon ( ) located in the main dashboard menu Click on the “General Reservation” button to the left-hand corner of the Events page Fill in all required information using the text boxes and drop-down menus When completed Click “Add Reservation Details”


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Adding USPS Tracking Details

1. Search for the ordered products for which you wish to add tracking number. 2. For the selected row click “Add Track No” under the column “Tracker.”

3. Enter the tracking number in the pop-up screen. 4. Select the courier service.


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5. Click submit to save the details.

6. The button “Add Track No” will be changed to “View Track No.”


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Interested in Company Ads? By visiting the Deal N Sum website vendors have the opportunity to promote their company ads sitewide. Online advertising is one of the most effective ways for businesses of all sizes to expand their reach, find new customers, and diversify their revenue streams. If you are interested in learning more about promoting your business contact vendorrelations@DealNSum.com.


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Customer Portal INTRODUCTION The DealNSum website is completely tailored to your business in our network, enabling you to reach more customers and allowing them to directly make orders and purchases. We use our site as a technical platform to bring all forms of local businesses into the modern age. DealNSum helps drive customers directly to the vendor by making it easier than ever for customers to find, access, and use your services from any desktop. Our sophisticated logging system allows you to track your own profitability as well as individual purchase data allowing you to understand your customers tastes better and set your business strategy accordingly.


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About the Website By registering for a customer account on the Deal N Sum site you will have access to:         

Orders Donations Products Membership Prepaid Prepaid Plus Loyalty Merchandise Shopping Cart

About the Mobile App The Deal N Sum Mobile App is available in two platforms: the vendor and customer applications. The customer app provides consumers with the absolute best value for prepaid cards, discounts, and memberships from companies that share our values. Because we know how hard it is to earn money, how every dollar adds up, and we as consumers deserve nothing less. Specifically, our focus is to work with companies to identify novel business opportunities to that both boost sales for them and generate a unique value for consumers. By creating both a single network and venue for companies representing many different sectors of the economy, we hope to engineer dynamic products and solutions for consumers. Our formula is simple: when consumers have more access to information and businesses have more access to consumers, we can guarantee both lower prices and higher sales.


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Register for an Account Website Prior to downloading the vendor application, create a new account from the Deal N Sum website. 1. Visit https://DealNSum.com/

2. Click “Register Here” in the top menu bar

3. From the top dropdown menu, select “Customer”


Privacy Policy 51 4. Fill in all the required information (designated by a green

*)

5. Agree to terms and conditions by clicking the designated checkbox

6. Select “Create an Account� to complete the registration process


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Mobile App 1. Download the customer mobile application and select “Not a member? SIGN UP NOW� on the app home page 2. Fill in all customer information 3. Wait 1-5 minutes to receive an account confirmation email 4. Type in verification key sent via SMS to confirm ownership of account 5. After completing the customer registration either online or on the app, login through the customer mobile app.


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Verify your account  

To verify your account information, click the “Verify Your Email” link in the email sent to you after registration. If a new window does not open automatically, copy and paste the URL provided into your web browser to verify your account manually.

Hi Customer, username@email.com

A confirmation screen with show your have successfully verified your account.


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Login to the Deal N Sum website 1. Visit http://DealNSum.com/ 2. Move your cursor to green “Lock� icon

(

) on the top right of the web page

3. A drop-down box will appear asking you to login or register for an account

4. Enter the email and password combination used to enter into the Deal N Sum customer account made during registration


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Forgot Password To retrieve your lost or forgotten password: 1. Click “Forgot your Password” from the log-in drop-down

2. On the following page, enter the email address you used to register and click “Continue”

3. A confirmation screen will appear, confirming instructions to reset your password have been set to your email address


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Download the Mobile App After completing the vendor registration online, download the vendor mobile application from the Apple Store or Google Play.  

Apple Store: https://itunes.apple.com/us/app/DealNSum/id1190555885? ls=1&mt=8 Google Play: https://play.google.com/store/apps/details? id=io.cordova.DealNSumConsumer

Login to the Mobile App Enter the email and password combination used to enter into the online Deal N Sum customer account made during registration.

Forgot Password To retrieve your lost or forgotten password, click “Forgot Password” below the “Login” button and enter your email address. You will receive a password reminder via email.

Delete Account


Privacy Policy 57 1. After logging in to your account, click the “My Account” tab from the profile drop-down menu

2. On the “My Account” page, click the “Delete Account” option located on the left side of your screen.

3. A confirmation screen will appear


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4. Carefully read the terms and conditions, and when you’re ready click “Delete Account” to finalize your request


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Add profile image 1. After logging in to your account, select the “My Account” option from the drop-down

2. From the my “My Account” page, click the “Upload Profile Pic” button


60Privacy Policy 3. An upload window will appear, allowing you to select an image from your computer to upload as your profile picture

4. Navigate to through your folders to find and select your desired image


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5. After selecting your desired image, click “Open”

6. After ensuring your profile image displays correctly, click “Update” to finalize your selection


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Access and Purchase Cards 1. From the Deal N Sum Home Page Login to your Customer Account 2. On the top right of the menu bar select “OUR DEALS” 3. From the drop-down menu select “CARDS”

4. Select Business type and Vendor Type to filter results

5. Select desired card from the following categories


Privacy Policy 63 a. b. c. d.

PREPAID PREPAID PLUS MEMBERSHIP LOYALTY


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6. Add Card to Cart to purchase


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Editing User Settings Mobile 

Open to the home page

  

Select the “Settings” icon ( ) at the top right corner Select the “+ My Account” to access and edit all account information Press the “- My Account” to collapse account information

To logout, press the “Logout” icon (

) on the bottom of the settings page

Customer Mobile App Settings


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Navigating the Customer Panel About the Dashboard You can access the following Deal N Sum functions from the customer home page:             

Personal Information My Address My Orders My Donations My Products Delete Account Products Membership Prepaid Prepaid Plus Loyalty Merchandise My Shopping Cart


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My Address New Address To update or add a new address to your account, begin by signing in to your account: 1.

From the home page, click “My Account” in the drop-down menu on the top-right of your screen.

2. On the “My Account page, click the “My Address” tab on the menu bar on the left side of the page

3. Click “New/ Edit Address” on the following page


68Privacy Policy 4. Fill in all the required information (designated by a green *)

5. Double check for accuracy 6. Click “Submit” to update or register new address


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Delete Address To delete an address: 1. From the home page, click “My Account” in the drop-down menu located on the top-right side of the homepage

2. On the “My Account page, click the “My Address” tab on the menu bar on the left side of the page

3. Click “Select Address”


70Privacy Policy 4. Locate the desired address in the grey and green box

5. To edit the address, click on the “Edit” icon (

)

6. A confirmation pop-up will appear. Click “Yes, edit it”

7. Make your desired changes, and click “Submit” to save


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My Orders 

To access orders, sign in to your Deal N Sum account and click the “My Orders” tab on the menu bar located on the top-right side of the homepage

You can also access “My Orders” from the left side of your “Profile” page

 

After accessing “My Orders,” double click an order ID to view its invoice To print an invoice, scroll down from the invoice page and click the “Print” icon


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Shop for Products Deal N Sum offers merchandise for sale from select vendors. To search for and purchase products:

1. While logged in to the website, click on “Our Deals” in the upper right corner. 2. Click “Products” in the pulldown menu.


Privacy Policy 73 3. To view products from a specific vendor, select the vendor’s name in the pulldown menu in the top left under the “Products” header. 4. To purchase a product, click “Add to Cart” under the desired merchandise.

5. Click the picture of the product to see larger images, longer descriptions and other produce information.


74Privacy Policy 6.

“Product Added to the Cart” will appear in the top right corner of the screen.


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View My Products   

To access products, click the “Products” tab on the menu bar located on the left side of the homepage My products can also be accessed under the profile logo located on the right corner of each page Listed will be each item previously purchased with QR code


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Mobile Application Functions     

Home Functions Get Cards My Cards Settings Logout


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Using Cards    

Prepaid: Love this vendor? Pay upfront, and you can save your precious time and money. Prepaid Plus: As a premium customer, get exclusive deals on some of our vendors' most sought-after items. Membership: Because your vendor already values you so much, we thought we would share the love. Loyalty: The perfect way to get treated like royalty by your favorite vendor. Just in case they forget.

Get Cards  

To access all your ecards available for purchase select “Get Cards” All cards purchased will be listed with the card price and value. These include: o Prepaid o Prepaid plus o Loyalty o Memberships To purchase a card, click “Check Now” on the individual card

My Cards  

To access all cards already bought select “My Cards” Swipe left to view each purchased ecard


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Generate QR Code     

To scan your ecard by a vendor select “My Cards” on the Home page Select the desired card Select “Generate QR” on the bottom section of the ecard Have the vendor scan the QR code with the Deal N Sum Vendor Application The vendor will then verify and submit your purchase


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Advertiser Portal INTRODUCTION The Deal N Sum website is completely tailored to your business in our network, enabling you to reach more customers and allowing them to directly make orders and purchases. We will use your advertisements at wonderfully low cost to promote your business. It will lead to the grown of awareness for your content and target the ideal customers that will build credibility to your business. Our system allows you to easily make a small profit over a robust period of time to grow your business needs.


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Register as an Advertiser Prior to downloading the vendor application, create a new account from the Deal N Sum website.

1. Visit: https://DealNSum.com/

2. Click “Advertiser Registration� in the top menu bar to open the registration window


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3. From the Fill in all the required basic information (designated by a green *)

4. Fill in all the required business information (designated by a green *)


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5. Add the advertisement logo to your reservation by clicking “Choose File”

6. Locate and highlight your file, then click the “Open” button

7. Agree to the terms and conditions by checking the designated checkbox

8. Click create “Create an Account” to complete the registration process


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Choose an Advertising Plan 1. Visit: https://DealNSum.com/

2. Click “Advertise with Us� in the top menu bar to open the registration window


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3. Select a plan from the menu that falls under the advertisement plan

4. Once the plan is decided, click, “Buy Now.�


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5. Once the plan is selected, a pop up window will display asking for the email address of the company.

6. Type in the company email ID before clicking the “Next” button.

7. A new smaller window will prompt, asking to fill in the rest of the company information before clicking, “Place Order.”


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8. A new pop up window “Confirm Your Order” will display on top of the previous screen. You will verify the AD plan, price, plan validity, and grand total.

9. Once all of this has been verified, you will click, “Confirm” to add it to your cart to

purchase.


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Mobile App Troubleshooting INTRODUCTION Whether you are using iPhone or Android, sometimes technology doesn’t cooperate. Sometimes, it takes more than just restarting your device to get it working properly. We want to ensure you understand how to tailor your mobile device to suit your needs. The following troubleshooting guide offers solutions to common problems with mobile devices and apps.


88Privacy Policy

Sound Notifications Not every notification is worth a sound. If you think the Deal N Sum notifications alert you too often, disable sounds. iPhone 1. Click the “Settings” icon on your iPhone to open. 2. Tap Notifications. 3. Select the Deal N Sum app from the list.

4. Toggle the Allow Notifications on or off based on your preferences 5. Toggle the Sounds switch based on your preferences.


Privacy Policy 89 Android 1. Swipe down on your phone screen and select the “Gear” icon (

2. Select Apps from the menu.

) to open Settings.


90Privacy Policy 3. Select the Deal N Sum app from the list.

4. Select Notifications.


Privacy Policy 91 5. Toggle the Allow notifications switch based on your preference. 6. Toggle the Show silently based on your preference.


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Badge notifications Not everyone likes red numbers tallying notifications. To disable them, consult the following directions. 1. Click the “Settings� icon on your iPhone to open. 2. Tap Notifications. 3. Select the Deal N Sum app from the list.

4. Toggle the Allow Notifications switch on or off based on your preference. 5. Toggle the Badge App Icon switch based on your preference.


Privacy Policy 93 Android 1. Swipe down on your phone screen and select the “Gear” icon (

2. Select Apps from the menu.

) to open Settings.


94Privacy Policy 3. Select the Deal N Sum app from the list.

4. Select Notifications.


Privacy Policy 95 5. Toggle the Allow notifications switch based on your preference.


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Lock screen notifications If you are worried about others seeing your Deal N Sum interactions while your phone is locked, you can disable notifications from the lock screen. iPhone 1. Click the “Settings� icon on your iPhone to open. 2. Tap Notifications. 3. Select the Deal N Sum app from the list.

4. Toggle the Allow Notifications switch on or off based on your preference. 5. Toggle the Show on Lock Screen switch based on your preference.


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Android 1. Swipe down on your phone screen and select the “Gear” icon (

2. Select Apps from the menu.

) to open Settings.


98Privacy Policy 3. Select the Deal N Sum app from the list.

4. Select Notifications.


Privacy Policy 99 5. Toggle the Allow notifications switch based on your preference. 6. Tap “On lock screen,� and select your preference: Show content, Hide content, or Do not show notifications


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iPhone Notification Center history For iPhone users, notifications can stay in Notification Center where you'll be able to see them until you manually clear them. Or you can set them to only show up in Notification Center until you view them, after which time they will simply disappear.

1. Click the Settings icon on your iPhone to open. 2. Tap Notifications. 3. Select the Deal N Sum app from the list.

4. Toggle the Allow Notifications switch on or off based on your preference.


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5. Toggle the Show in History switch based on your preference.

Force Quit Apple 1. Double click the Home button to bring up the fast app switcher. 2. Navigate to the app screen you want to quit.


102Privacy Policy 3. Swipe up on the app card you wish to shut down by flicking it up and off the screen


Privacy Policy 103 Android 1. Swipe down on your phone screen and select the “Gear” icon (

2. Select Apps from the menu.

3. Select the Deal N Sum app from the list.

) to open Settings.


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4. Click Stop or Force Stop


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Get the latest version Make sure you have the most recent features and updates with the latest version of the mobile application. iPhone 1. Click the “iTunes App Store” icon on your iPhone to open. 2. Tap the “Updates” icon at the bottom of the screen. 3. Click the “Updates” icon in the bottom right corner of the screen. 4. If your app needs updating, an “Update” button appears next to it. 5. Tap the button to update the app. 6. If you try to update an app purchased from another iTunes Store account, you must enter account’s ID and password. If you can’t provide them, you may not download the update. Android 1. Find the Android Marketplace on your device and tap it to open it. 2. Tap the menu button on your device. 3. Choose the My Apps option. 4. there are available updates a red “Update” will appear to the right of the app name. 5. Tap and hold down the app you want to update and choose “Update” from the menu. Or you can tap “Update All” at the top of the screen to update your apps.


106Privacy Policy

Uninstall and reinstall the app Sometimes apps or information on your phone corrupts, causing errors. By uninstalling and reinstalling an app, you can make sure that updates to your phone and other apps are not affecting it. iPhone Uninstall 1. Press and hold the “App� icon until it wiggles 2. Tap the X that appears in the corner. 3. Tap Delete. Reinstall 4. Visit the Apple store. 5. Search for the Deal N Sum app. 6. Click Install. Android Uninstall 1. Choose the app to uninstall: a. Go to the Settings menu > Apps or b. Application manager > Choose the app 2. Touch Uninstall Reinstall 3. Visit the App store. 4. Search for the Deal N Sum app. 5. Click Install.


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Technical Support We're here to help 24 hours a day, 7 days a week.

Email Reach us by email. We will be in touch as soon as possible.  

Customers: support@DealNSum.com Vendors: vendorrelations@DealNSum.com

Phone Talk to us over the phone for additional help.  

Customers: +1321-430-3329 Vendors: +1407-463-6310


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Meet Our Partners


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New Version

 Physical cards embedded with microchips that uniquely identify you. This single card will act as a universal card that can alternately work as a gift card, loyalty card, or membership at any store.  All of our platforms (website, mobile site, and mobile apps) will be available in Spanish for our customers  Customers will be able to give a portion of their payment to any non-profit organization of their choosing that is affiliated with DNS

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