CCS Point of Sale

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office:system_setup:credit_card [2011/01/13 04:19]
markphillips
office:system_setup:credit_card [2018/12/23 12:11] (current)
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-====== Credit Card ======+====== Credit Card | Gift Card Options ​======
  
-Integration of Credit Cards in done in CCS via Mercury, ​X-Charge ​and PC Charge. This section of the control panel has credit card and gift card options that one can choose to accomplish specific functions within CCS.\\ ​  +Integration of Credit Cards in done in CCS via Mercury, and 911 Software. This section of the control panel has credit card and gift card options that one can choose to accomplish specific functions within CCS.\\ ​  
  
-===== First Entry =====+===== Pre-Requisite ===== 
 +   
 +**Note:** Prior to integration of the POS Software with any of these methods, the user must have the software setup and the merchant account. The dialog box has options for both credit card processing and gift cards. All options are detailed below: 
 + 
 +==== Main Points ==== 
 + 
 +  * [[office:​system_setup:​credit_card#​Accessing for the First Time]] 
 +  * [[office:​system_setup:​credit_card#​Credit Card Processing Options]] 
 +  * [[office:​system_setup:​credit_card#​Gift Card Options]] 
 +  * [[office:​system_setup:​credit_card#​Signature Line Option| Supress Signature and Print Out off Credit Card Receipt]] 
 + 
 +===== Accessing for the First Time =====
  
 When you select this option, you will be prompted to enter a password and confirm it. Make sure you don't forget this password. Because it has requirements to meet PCI Compliance, there are some things about the password you need to know: When you select this option, you will be prompted to enter a password and confirm it. Make sure you don't forget this password. Because it has requirements to meet PCI Compliance, there are some things about the password you need to know:
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 Once you have entered the password twice, you be prompted to enter your user name and password, enter '​Admin'​ as the user, and your new password as the password. Once you have entered the password twice, you be prompted to enter your user name and password, enter '​Admin'​ as the user, and your new password as the password.
 +
 +{{:​office:​system_setup:​adminlogin.png|}}
  
 Select '​Access Config'​ to enter the configuration of the credit card setup. Select '​Access Config'​ to enter the configuration of the credit card setup.
  
-==== Pre-Requisite ==== +===== Credit Card Processing ​Setup =====
-   +
-**Note:** Prior to integration of the POS Software with any of these methods, the user must have the software setup and the merchant account. The dialog box has options for both credit card processing and gift cards. All options are detailed below: +
- +
-===== Credit Card Processing ​Options ​=====+
  
-  * Purge Encrypted Credit Cards Daily This option ​serves like a reset option and should be checked ​always +  * Purge Encrypted Credit Cards DailyThis option should be checked, but is outdated for token based systems. 
-  * Integration Method : Choose integration method; Mercury, ​PC-charge, X ChargeX Charge is used only by legacy customers  +  * Integration Method : Choose integration method; Mercury, ​911 softwareThe others are no longer supported and used for legacy customers. 
-  * Merchant ID : Obtain ​ from  your chosen merchant(Mercury or PC charge) +  * Merchant ID: Merchant ID 
-  * Processor Server| Obtain from your merchantIt is the server used for processing of your transactions +  * Processor Server ​: Legacy field - not supported
-  * Terminal Based Processor : Check if it is a terminal based processor+  * Terminal Based Processor :  ​Legacy field - not supported.
   * High Tip Percentage : Prompts server if the tip is high i.e greater than the number specified in this field   * High Tip Percentage : Prompts server if the tip is high i.e greater than the number specified in this field
   * Suppress Signature if Under Value : Check this option if you do not want customer signatures.Set it to 25   * Suppress Signature if Under Value : Check this option if you do not want customer signatures.Set it to 25
   * Don't Print Credit Card Slip : Does not print slip if sign amount is less than specified in this field   * Don't Print Credit Card Slip : Does not print slip if sign amount is less than specified in this field
-  
-===== Pin Pad Configuration Options ===== 
-X Charge ​ 
  
-PC Charge+===== Debit ===== 
 + 
 +Add the Tender Type - Debit 
 + 
 +To setup debit. Per computer you will add to the config.ini, in the cafe cartel directory:​ 
 + 
 +Section: Settings ; Field: PinPadCom=USB 
 + 
 +===== Signature Line Option ===== 
 + 
 +You may suppress the signature line if the sale amount is less than a certain amount. Make sure you have this setup with your merchant service. 
 + 
 +You can also Set the receipt to not print out if under a certain amount. This and the above feature work together. 
 + 
 +==== Tip Option ==== 
 + 
 +The tip option can be added by Order Type - Go to the order type window, select the type and set the tip option on the right.
  
 ===== Gift Card Options ===== ===== Gift Card Options =====
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   * Merchant ID : Obtain ID from Merchant   * Merchant ID : Obtain ID from Merchant
   * Server List: Obtain Server List information from Merchant   * Server List: Obtain Server List information from Merchant
- 
-Below is a snapshot of the Credit Card Dialog Box within the Control Panel 
  
 {{:​office:​system_setup:​cpanel_cccard.jpg|}} {{:​office:​system_setup:​cpanel_cccard.jpg|}}
  
-//Fig 1:// Control Panel : Credit Card+===== Tender Type | Payment Methods ===== 
 + 
 +Tender types must be configured properly for the credit cards to save in the POS. If they are not, the transaction is processed, but the correct card type is not saved. 
 + 
 +==== Mercury ==== 
 +Amex\\ 
 +Visa\\ 
 +M/C\\ 
 +DCVR\\ 
 + 
 +=== 911 Software === 
 + 
 +Amex\\ 
 +Visa\\ 
 +MC\\ 
 +DCVR\\ 
 + 
 +=== PC Charge === 
 + 
 +Amex\\ 
 +Visa\\ 
 +MC\\ 
 +Disc\\ 
 + 
 +===== Other Management Features ===== 
 +These other features can be accessed as a manager for the Merchant Account. To access these features you must click on the Credit Card node from the Blue Panel on the right in the Control Panel
 + 
 +== Adding User == 
 +{{:office:​system_setup:​creditcard:​adduser.png|}} 
 + 
 +== Reset Password == 
 +{{:​office:​system_setup:​creditcard:​ResetPassword.png|}} 
 + 
 +== Event Log == 
 +{{:​office:​system_setup:​creditcard:​EventLog.png|}} 
 + 

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