Broad POS & PAX S80 Updated: 8/25/2016. PAX S80 Manual - 1

Transcription

1 Broad POS & PAX S80 Updated: 8/25/2016 PAX S80 Manual - 1

2 PAX S80 Manual - 2 Main Overview 1. Go to 2. Login using ID & PW ID: PPSCS PW: Card After login, the next image should load as your page 4. On the left hand side lists: My Merchants: lists all merchants currently using a PAX Terminal My Terminals: lists all active terminals currently being used My Templates: lists any custom templates created by the user User Management My Profile

3 PAX S80 Manual - 3 Please follow the steps in order: Adding A New Terminal 1. First, flip over the terminal to be used and find the SERIAL NUMBER (S/N) 2. Go to "My Terminals" and search for the SERIAL NUMBER (S/N) in the search box Terminal SN/ID 3. If the terminal comes up on your search screen, it is currently active *if the terminal does not show up after first search, it is inactive, please proceed to number 8 4. Click on the terminal with SERIAL NUMBER (S/N) 5. Click "Inactivate" on the bottom of the screen (4th button from the left) 6. After clicking "Inactivate," then "Ok" 7. Then click "Delete" 8. Go to "My Terminals" on the left hand menu 9. Click "Add Terminal (SN)" on the middle of the page

4 PAX S80 Manual At the "Add Terminal" page: A. Input Merchant's Name B. Enter the Terminal S/N (found on the underside of the terminal; e.g. S/N 3L ) C. Reenter the Terminal S/N (same as b) D. The Manufacturer Name and Model Name will automatically pop up E. At the next page click "Now"

5 PAX S80 Manual - 5 Restaurant Terminal F. If the terminal is for a restaurant, choose from the following: 1. TSYS-TC-Restaurant Cutoff time is 9pm, funds will be deposited +2 days 2. Omaha-TC-Restaurant Cutoff time is 7pm, funds will be deposited +1 days But the majority of the time, 2. Omaha-TC-Restaurant, is the one to select. G. Click "Submit" H. Click "Now"

6 PAX S80 Manual - 6 I. Enter "Merchant Number" Note: To get Merchant Number go to Login to the website and search for the Merchant Name in the Search Box The "Merchant Number" is found under "XMID" on the "mxisoagent.com" website J. Enter "Device ID" Note: Device ID is the last 4 digits of the SERIAL NUMBER (S/N)

7 PAX S80 Manual - 7 K. Next click "EMV" Ensure ALL the options are the same as the image above, i.e. "Enable EMV Feature: Enabled"

8 PAX S80 Manual - 8 L. Next click "Industry" Ensure ALL the options are the same as the image above.

9 PAX S80 Manual - 9 M. Next click "EDC" Only ENABLE "CREDIT EDC Support" N. Click on "Debit Features" (circled) and DISABLE Debit EDC Support O. Click on "EBT Features" (below circled) and DISABLE EBT EDC Support P. Click on "Cash Features" and DISABLE Cash EDC Support *some features depend on what the merchant desires

10 PAX S80 Manual - 10 Q. Click on "Receipt" and verify all information is correct Note: If the merchant wants additional wording to appear at the bottom of the receipt, edit/add it here (Trailer Line 1-5)

11 PAX S80 Manual - 11 R. Click "Tip" For the circled area: If the merchant wants the receipt to suggest tip amounts (example: 10%, 15%, 18%) then select Enabled, if the merchant does not want the suggested tip amounts written on the bottom of the receipt select Disabled

12 PAX S80 Manual - 12 S. Select "Tip 1" and delete the #1 (where the arrow is pointing) Disable "Tip 2" and "Tip 3"

13 PAX S80 Manual - 13 T. Select the options same as the above image Note: The areas marked with arrows were specifically changed Leave the System Password section BLANK! Then the PW will automatically be "the present date" Example: *Please review each section to make sure that it is the same as the image

14 PAX S80 Manual - 14 U. Select "Communication" Primary Comm. Type If the merchant will have an Ethernet cable connected to the terminal select "LAN" as the "Primary Comm. Type." If the merchant will use a Phone line to connect their terminal select "Dial Up" as the "Primary Comm. Type" Backup Comm. Type Always set as "Dial Up" V. Maximum Tries 1 Connect Timeout 300 Receive Timeout 300 W. Leave all else as it is. Input same as image.

15 PAX S80 Manual - 15 X. Select "Card Type" Change the option "Mask" to select "Enabled" (see arrow) For the option "Card Present Mode" change the option to "Always Not Present" Do the above 2 steps for each section (Visa, Master Card, American Express, etc...)

16 PAX S80 Manual - 16 T. Select "Broad POS" and press "Submit" Now you have successfully completed adding a new terminal to Broad POS.

17 PAX S80 Manual - 17 Retail Store g. If the terminal is for a retail store, choose from the following: TSYS-TC-Retail-S80 Omaha-HC-Retail-S80

18 PAX S80 Manual - 18 Firmware Update 1. Turn OFF the machine 2. Turn ON the machine and HOLD the MENU button 3. Press 3 (Remote Download) 4. Press 1 (New Download) 5. Press 2 (TCP) 6. It will say "Remote IP" : Press > Enter 8. It will say "Remote Port" : Press 8001 > Enter 10. It will say "Enable DHCP" : Press #1 (YES) 11. For Terminal ID: Press > Enter Done: it will automatically reboot, download, and install. Auto - Download the File to the Terminal 1. Connect the Ethernet cable first to the underside of the terminal in the port labeled "LAN" 2. Connect the power cord second (underside of terminal in port labeled "Port") 3. Power the terminal "ON" (using the red power button on the upper left) *It will automatically download the new file; and the Health Report will show Processing > Connecting > Downloading and REBOOT If the Health Report says "ERROR" and the terminal does NOT REBOOT -It may be a connection error (check your Ethernet cable) -If it says "Transaction remained in database," Please Clear Database MENU > 5 > 5 > Password (date) > 2 > Enter (green button) > 1 4. Power OFF > ON (it should automatically download) or go to MANUAL DOWNLOAD (SEE BELOW) Partial Download 1. If the terminal has been used for transactions, first close the batch. FUNC > 2 (Batch) > 1 (Batch Close) 2. Power OFF and Power ON 3. The terminal will auto download If it does not auto download, you MUST manual download

19 PAX S80 Manual - 19 Manual Download Make sure Batch is Closed (SEE ABOVE), then... Menu > 5 > 8 > Password > 1. Activate > 1. Online > 2. (App Update) Shortcut Keys ALPHA - Changes the # button to an alpha letter FUNC + button is a HOT KEY FUNC + CLEAR Batch FUNC + CANCEL Current Report FUNC + UP ARROW Review Batch FUNC + DOWN ARROW Find Transaction FUNC + ENTER Last Receipt FUNC + Alpha Tip MENU (Restaurant Only)

20 PAX S80 Manual - 20 Press F3 (To change the type of payment) Press F4 (# of times to press F4) 0. Sale 1. Auth - Preauthorization that does NOT charge the credit card, only reserves the requested amount and places a hold. 2. PostAuth - Only if the merchant has performed an AUTH on the customer's card and NOW needs to complete a transaction. 3. Forced - When AUTH has been obtained before, and NOW need to complete a transaction to receive payment. 4. Return - Return a $ amount (issue credit) to a customer's card that will be swiped. Return authorized and settled transactions. 5. V/Sale - Credit Void Sale; void/cancel an approved transaction, one that is authorized but not settled. CANNOT use for transactions that have been settled (then use Return). 6. V/Post - Void a PostAUTH 7. V/FRCD - Void a Forced 8. V/RTRN - Void a Return

21 PAX S80 Manual - 21 Function Menu (The Default PASSWORD is the present date ) 1. Report: Print Report > Password (present date) 2. Batch: Close Batch 3. Review: Review Total Credit, Debit, EBT, Total 4. Find: Find a transaction by the last 4 digits of the credit card 5. Counter Tip: Print a new receipt to add Tip. Enter the sale amount and a new receipt will print with a tip line. 6. Reprint: Reprint any receipt: a) last customer receipt, b) any receipt by transaction number 7. Void: Void any transaction by the transaction #. Void only authorized (but not settled) transactions. 8. Return: Return a $ amount (issue credit) to a customer's card that will be swiped. Return authorized and settled transactions. 9. Tip Report: Print a tip report by payment type (All, Credit, Debit, EBT) 10. Tip Menu: Tip adjustment options, choose FUNC > scroll up to 10 > Desired # (from below) 1. Scroll Untipped 2. By Invoice 3. By SRVR/Clerk# 4. By Trans.#

22 PAX S80 Manual - 22 pw = password Menu Menu > 1. Reports: Menu > 1 > PW > 1. Default Report Menu > 1 > PW > 2. Current Report 4 options will appear: 1. Condensed Report, 2. Short Report, 3. Journal Report, 4. Totals Only Whichever option you choose, it will automatically default when merchant FUNC > 1 Menu > 1 > 3. History Report Menu > 1 > 4. Display Trans Menu > 1 > 5. Tip Report Menu > 1 > 6. FileSys Report Menu > 2. Merchant Settings Menu > 2> 1. Authorization Settings: Menu > 2> 1 > PW > 1. Transaction Types 1. Credit 2. Debit 3. EBT 1. AUTH (disabled, always enabled, pswd protected) 1. Return 1. Return 2. Withdrawal 3. Balance Menu > 2 > 1 > PW > 2. Card Types (1. Disable / 2. Always Enable) 1. Visa 2. Master Card 3. AMEX 4. Diners 5. Discover 6. JCB 7. enroute 8. Extended Menu > 2 > 1 > PW > 3. Debit Prompt: (1. Off, 2. On) Menu > 2 > 2 > PW > 1. User Password: Change PW Menu > 2 > 2 > PW > 2. Batch > 1. Always Enabled / 2. Pswd Protected Menu > 2 > 2 > PW > 3. Secure Card > 1. No Security, 2. Last 4 Digits, 3. All Digits Menu > 2 > 2 > PW > 4. Card Manual Entry (All, Credit, EBT) Menu > 2 > 3. Edit Header

23 PAX S80 Manual - 23 Menu > 2 > 4. Edit Trailer Menu > 2 > 5. Merchant Fee > PW Menu > 2 > 6. Credit Surcharge > PW > 1. Mode, 2. Flat Fee, 3. Percentage, 4. Surcharge Name, 5. Surcharge Confirm Menu > 2 > 7. Set Batch Time Menu > 2 > 8. Additional Prompts > PW > 1. Server ID Mode, 2. Invoice Mode, 3. CashBack Prompt, 4. Tax Prompt, 5. Order No. Prompt, 6. Ticket Prompt, 7. Host Ref Prompt, 8. Debit Account, 9. GIFT CVD2, 10. GIFT Tender Type, 11. Gift Sale Mode, 12. Table Mode, 13. Guest No. Mode Menu > 2 > 9. Cash EDC Setup > PW > 1. With Cash, 2. Without Cash Menu > 2 > 10. Clerk/Server Name Menu > 3. Operation Settings Menu > 3 > 1. No Paper Mode > 1. Off, 2. On, 3. Auto Menu > 3 > 2. Buzzer Setup > 1. Buzzer Setup > 1. Off, 2. On 2. Card Remove Beep > 1. No Beep, 2. One Beep, 3. Cont. Menu > 3 >3 Operation Mode > PW > 1. Normal Mode, 2. Demo Mode Menu > 3 > 4 Disclaimer Setup > PW > 1. OFF, 2. ON, 3. Sign Line Only Menu > 3 > 5 Halo Setup > PW > Halo for Sale/RTRN/Cash-Back > 1. Off, 2. On Menu > 3 > 6 Print Setup > PW > Print all Settings on Terminal Menu > 3 > 7 Receipt Print > PW > 1. Customer Copy > 1. ALL, 2. Credit, 3. Debit, 4. EBT > (On or Off) > 3. Font Size > 1. Medium, 2. X-Small, 3. Small, 4. Large Menu > 3 > 8 Store& Forward > PW > On and Off Menu > 3 > 9 Peripherals > PW > 1. Ctls. CardRdr, 2. Scanner, 3. Check Reader Menu > 3 > 10 Language Setting > 1. Display > 1. English, 2. Chinese 2. Print > 1. English, 2. Chinese Menu > 4. Hosts Setting > PW Menu > 4 > PW > 1. Hosts Parameters > 1. Merchant ID, 2. Terminal ID, 3. Device ID, 4. TPP ID, 5. AUAR, 6. ETC Type Menu > 4 > PW > 2. Hosts Phones > 1. Auth Phones > 1. Phone # 2. Batch Phones > 1. Phone # Menu > 4 > PW > 3. Print EDC Setup Menu > 4 > PW > 4. Hosts URL Parameters > 1. Auth URLs, 2. Batch URLs Menu > 4 > PW > 5. Autodial Setup > 1. Off 2. On Menu > 4 > PW > 6. Host Register

24 PAX S80 Manual - 24 Menu > 4 > PW > 7. EMV Param Download Menu > 5. System Settings Menu > 5 > 1. Date/Time Setup Menu > 5 > 2. Batch Number Menu > 5 > 3. Working Mode > PW > 1. Tip Options [1. EDC Tip, 2. Tip 1 (On/Off)] 2. Fraud Control (1. AVS on Swipe, 2. AVS on Card Prsnt, 3. AVS OnCardNotPrsnt, 4. Card Present, 5. V-Code) 3. Local DUP Check > 1. Off, 2. On 4. Split Tender > 1. Off, 2. On 5. MOTO Menu > 5 > 4. Pre-Dial Call > 1. All, 2. Credit, 3. Debit, 4. EBT Menu > 5 > 5. Database > PW > 1. Post Auth 2. Clear Database 3. Clear Offline 4. Clear Reversal 5. Clear Trans. Menu > 5 > 6. Pin Pad Settings > PW > 1. Internal PIN PAD, 2. External PIN Pad Menu > 5 > 7. Keys Injection > PW > 1. Start, 2. Set BaudRate Menu > 5 > 8. APP Management > PW > 1. Activate 2. App Update 3. Configuration 4. Terminal SN 5. APP Info Menu > 6. Communication > PW Menu > 6 > PW > 1. Main Communication > 1. LAN, 2. Dial Menu > 6 > PW > 2. Backup Communication > 1. LAN, 2. Dial, 3. None Menu > 6 > PW > 3. Maximum Tries Menu > 6 > PW > 4. Connect Timeout Menu > 6 > PW > 5. Receive Timeout Menu > 6 > PW > 6. Dial Parameters > 1. Dial Type, 2. Dialing Prefix, 3. Dial Tone Check Menu > 6 > PW > 7. LAN Parameters > 1. LAN Type (DHCP, Static), 2. IP Address, 3. Subnet Mask, 4. Gateway IP, 5. DNS IP, 6. PING