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The purpose of this document is to provide the preferred PAXStore or BroadPOS parameter settings for PAX terminal configuration.

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Parameter TabValue
Processor tab (e.g., TSYS, FirstData, etc)If available for the selected processor

Start Batch Time,
End Batch Time


These values should be set close to System Daily Close (EOD) Time set up in ECM. For example, if System Daily Close Time is 4:00AM, set:

Start Batch Time: 4:00AM

End Batch Time: 5:00AM

Also, if there are multiple PAX devices, they should be set up with the same batch time. Each PAX device has its own batch, and it may be reported separately to the merchant, but keeping the same batch time across multiple PAX devices will hopefully allow the funds to appear on the same day in the merchant account. 

Depending on the processor, the merchant can expect around 2-3 day delays between transaction time and seeing the batch amounts in their account. More info on batch reconciliation that may help explain this, and well it is older, most of the same issues apply: https://www.merchantequip.com/merchant-account-blog/1220/the-myth-of-bankcard-deposit-reconciliation

EMV
Enable EMV Feature

Enabled

Credit > Pin Bypass Auto Bypass
Debit > Pin BypassAuto Bypass
Enable Quick Chip
NOTE: Also called Support Quick Chip for some Processors like Heartland. 

Enabled

Info
This setting allows for quick dip and remove of the card chip without waiting for approval. Generally is 2-sec dip or less to read the card and is a pre-requisite, separate setting for the Insert Any Time feature. Disabled can cause more instances of "CHIP READ" errors on the PAX when the card is removed quickly.

  

Insert Any Time or Allow Insert Any Time


Disabled - (coming in Order Entry 4.9.1, not supported before and requires Enable Quick Chip and Http/Https Browser Cancel Mode - Communication tab, as Enabled)


Info

There might be an additional setting located on the Misc tab, called Swipe Any Time for processors like Heartland.


Quick Chip Reset Timer(100ms)


300 - for 30 seconds to hold credit card information in the PAX before it is processed. Only in use with Insert Any Time = Enabled 


Info

There might be an additional setting located on the Misc tab, called Swipe Any Time Timeout (100ms) for different processors like Heartland.


Industry
Industry TypeRestaurant
Fleet/Commercial Card SupportDisabled
Disabled Fleet/Commercial Card PromptsYes
Allow MOTODisabled
Store and Forward

Disabled; unless requested -

If requested to be turned on for offline transactions, recommended settings are:

  • Allow Store&Forward:      Enabled
  • SAF Mode:      Offline on Demand


SAF Mode options defined: 

  • Stay Online - This will process cards ONLINE only, even if Allowed Store&Forward: Enabled
  • Stay Offline - All credit cards will be accepted offline, stored on the PAX in a SAF batch, and not sent to the card processor. (not recommended)
  • Stay Offline Till Batch - All credit cards will be accepted offline, stored on the PAX in a SAF batch and are only sent to the card processor during the batch process, automated or manual batch. (Not recommended, but could be used if transaction speed is more important than possible declines of SAF transactions.)
  • Offline On Demand - All credit cards will be attempted to process online, but if the processor is not available, it will be accepted offline and added to a SAF batch. The SAF batch will be sent to the processor during the next batch process with any active batch. (Recommended if using SAF to limit the number of SAF transactions being held until batched.)

SAF or Offline mode use for PAX devices


Note
titleInitial Setup of Pax:
  • Leave SAF Disabled or turned OFF for when staging or during initial test transactions with the Merchant ID, Terminal ID and Group ID for communication.
    • If SAF is turned on, an "Approval" on the Order Entry app is not sufficient when testing as SAF will return an "Approval Offline" in PAX.log, but will show "Approval" on Order Entry app. "Approval Offline" in PAX.log could indicate that the communication or account information is incorrect. It will continue to fail "Approve Offline" and the site would never get payments.

  • SAF can be turned ON and the device updated when the account info and communication have been validated with an "Approval" message in the c:\program files\custom business solutions\NorthStar Order Entry\Log\PAX.log, for each PAX device

Sites using SAF enabled (offline transactions) should have a process ensure transactions are getting settled. *See the bottom. 


Local Duplicate Check (PAXStore setting in Industry)

Disabled

PAX terminals use only card number, transaction type, and amount to determine duplicates – they don't use invoice number.

Semi Integration Only: 

Gift/Loyalty Check type INPUTACCOUNT

Excluded from Credit Bin
EDC
Auto EDC Support (if it exists)Disabled - Do not use "All EDC" or "Credit & Debit" or PAX will not prompt for TIP 
Auto Credit

For Transactions settings under Credit Features:

  • Sale
  • Pre-Auth
  • Completion
  • Refund
  • Tokenize
  • Void (all settings)
  • Transaction Adjustment

Enabled - for all devices.  

Info
iconfalse
titleOptions:

Under dropdowns for these settings are:

  • Enabled - usually the default for traditional PAX devices
  • Disabled
  • Manager Protected (option available depending on version and hardware)
  • Operator Protected (option available depending on version and hardware, but usually present on Aries or 'A'-Series of PAX)

For 'A'-Series the default may be Manager Protected or Operator Protected, in these instances change to 'Enabled', unless extra security is requested by the owner/site:


Credit Features > Verify (if available)

Disabled - unless requested.

Verify will cause PAX to wait on Yes/No for Pre-Auth, Sale, Tip, Refund and will cause OE to timeout if Server/Cashier is not alert to PAX screen and running the CC.

For all Credit Manual Entry settings under Credit Features (Sale, Pre-Auth, Completion, Refund, etc.)

Enabled
Secure Card (Credit Features>Others)Disabled
Tip (Credit Features>Others)Enabled
Debit (Debit Features)Disabled
EBT (if option available, EBT Features)Disabled
Receipt
*add customer info (among other things this can used for troubleshooting with card processors who will look for Merchant info)

Restaurant Name on line 1

Address on line 2 

City, ST and Zip on line 3

Tip
Tip SelectDisabled (Optional - If enabled it should be noted that Tip Select will prompt for $ selection, unless all $ amounts are set to $0.00, then it will go to %. If using % it is based on the Total sent to PAX, not counting adjustments and including Tax). See: /wiki/spaces/SM/pages/2707095554
Input Mode Input Tip Amount
Tip Edit Confirm (Android)Disable - Note if enabled the prompt for Tip confirmation on PAX (Android) device, might cause the Order Entry to 'move on'/get out of sync with PAX device. Example: Transaction might wait for Credit Card Tip/Process and meanwhile the guest is saying 'No' to Tip Confirmation on PAX, PAX goes forward to process, but Order Entry cancels or gets stuck in processing mode. 


Misc
(Android) ECR-Terminal Integration Mode

External POS

Local Duplicate Check  (BroadPOS setting on Misc tab, it may also be Industry tab depending on processor.)

Disabled

PAX terminals use only card number, transaction type, and amount to determine duplicates – they don't use invoice number.

Idle Image File

Default is mt30_ad1.r (PAX Logo - Blue background). This can be updated to the NorthStar card background for idle screen and even a brand log added as well. To change the idle screen on the PAX device, create a image file to the specification listed when mouse over the file, for that device. Each device will have it's own image size, file type and and resolution or size. All images whether BMP or PNG, will need to be renamed to end in a '.r' type and the name of file cannot be long (best to be 8-9 characters or less). Clicking the file name will open explorer browser to select a new file, and existing image can be downloaded for editing. All images should be tested.
 
Here are some examples of S300 images, with and without brand logo and the size below is 240x199 (height is shortened) and NFC Logos are on the bottom. Change NFC Logos location so they do not overlap the background image graphics:

 

Here is the S300 BMP image for NorthStar card background file that can be resized for different devices, renamed and a brand logo added.

Support PrintDisabled
Contactless Module (Peripheral Features)Internal if supporting tap-to-pay; otherwise. Disabled
Receipt Settings > Pre-printDisabled
Function Menu Protection (Android)Manager Protected
NFC Logo Settings > Pay Logo (all logos)Both
NFC Logo Settings > Logo Orientation

Right (default) or Bottom (if used with a Idle Image File)

Communication
DHCP

Disabled

NOTE: IP addresses of PAX devices must be known ahead of time so that they can be set up in ECM, which precludes DHCP.

Each PAX device must be set up with its own IP address on the network.

Ping URLwww.google.com
DNSIf not specified 8.8.8.8 and/or 8.8.4.4 in DNS 1 & 2
Communication Type Ethernet   (REQUIRED)
Protocol Type

HTTP GET   (REQUIRED)

Http/Https Browser Cancel Mode

Enabled   (REQUIRED with Insert Any Time)

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SAF or Offline mode use

It is strongly recommended that sites periodically, either daily or weekly, check the PAX devices for transaction totals. This is to ensure the PAX devices are settling correctly and they are not offline for an extended period. Keep in mind that if the PAX is offline this is usually “invisible” to Order Entry and during the transaction on the PAX device. Offline may only show in a minor change of the approval code on the receipt as it is getting autogenerated by the device and not the processor.

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