This document outlines the NorthStar recommended parameter settings for PAX terminals using PAXSTORE or BroadPOS configuration utilities.
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Parameter Tab | Value | |||||||
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Processor tab (e.g., TSYS, FirstData, etc) | If available for the selected processor | |||||||
Start 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 Bypass | Auto Bypass | |||||||
Enable Quick Chip NOTE: Also called Support Quick Chip for some Processors like Heartland. | Enabled
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Insert Any Time or Allow Insert Any Time | Disabled - This function is not supported with Order Entry before version 4.9.1 and requires Enable Quick Chip and Http/Https Browser Cancel Mode - Communication tab, as Enabled. This function allows for a credit card to be inserted and information held before Order Entry sends a payment request. There are risks with using Enabled and a credit card is inserted, but the cashier opens or changes to a different check. In that instance the wrong credit card is charged for a check.
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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
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Contactless Limit | While the default value (100.00) might be OK, it can be changed as needed for the Merchant, some possible values:
If the Merchant average check is $300, the $1000.00 limit on contactless tap of credit card should be sufficient. However, if the average check is $10, a $1000.00 limit is unnecessary and increases the likelihood of card being overcharged if a cashier makes a mistake. It should also be noted that different credit card brands have limits on what they will allow contactless (less secure) instead of inserting a card (more info, more secure). | |||||||
Industry | ||||||||
Industry Type | Restaurant | |||||||
Fleet/Commercial Card Support | Disabled | |||||||
Disabled Fleet/Commercial Card Prompts | Yes | |||||||
Allow MOTO | Disabled | |||||||
Local Duplicate Check (PAXStore setting in Industry)Local Duplicate Check For ECR Reference Number | Disabled* *PAX terminals use only card number, transaction type, and amount to determine duplicates – they don't use invoice number, unless there is "Local Duplicate Check For ECR Reference Number" | |||||||
Local Duplicate Check For ECR Reference Number | Enabled | |||||||
Semi Integration Only: Gift/Loyalty Check type INPUTACCOUNT | Excluded from Credit Bin - this will send Gift Card and Mag Card info back to Order Entry for processing. | |||||||
Allow Store & Forward | Disabled -default and recommended; Enable only upon request: Store and Forward (SAF) Setting Guidelines The Store and Forward (SAF) feature on the PAX device allows automatic approval of payments when communication to the host processor's merchant account is interrupted. This typically occurs due to local network issues at the site or host processor, or incorrect Merchant ID or configuration on the PAX device resulting in communication rejection by the host processor. Implementation Process:
Risks and Recommendations: If Store and Forward is requested and enabled, it's crucial for the merchant (site) to understand the associated risks. There are no guarantees that payments taken while offline will be approved by the processor once the system is back online. SAF Settings for taking Offline Transactions:
*Both Max Number and Total Ceiling Amount may vary when considering the number of PAX devices onsite, merchant number of daily transactions and the average check amount. Merchants may want to adjust these values when considering they are per-device limits. For instance, with 4 PAX devices onsite, a $5,000 Total Ceiling Amount per device results in a potential $20,000 at risk if internet interruption is prolonged over multiple days. If the site averages 100 credit card payments per day, per device with an average check of $10, one device could run offline for 5 days.
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SAF Mode | Offline On Demand, or Stay Online SAF Modes Explained:
Usage Recommendation:
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Max Number (Store and Forward section) | 500 (number of SAF transactions allowed for this device) | |||||||
Total Ceiling Amount | 5000.00 ($5000.00 in SAF transactions for this device) | |||||||
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:
| Enabled - for all devices.
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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 and also for PAXSTORE reporting) | Restaurant Name on line 1 Address on line 2 City, ST and Zip on line 3 | |||||||
Tip | ||||||||
Tip Select | Disabled (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) | Disabled - 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. | |||||||
Tip Unit | In Cents (should be default) | |||||||
Amount Option (1-3) | 0.00 (0.00 allows PAX to skip down to using % | |||||||
Percent Option (1-3) | %, unless requested differently from the merchant:
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Misc | ||||||||
(Android) ECR-Terminal Integration Mode | External POS - (REQUIRED for NorthStar Order Entry)
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(Android) Dedicated Device (Full Screen) Mode | Enabled - on restart, the device will start the process app automatically, after it loads the Android Home screen. It also removes the swipe up "Home" and "App Overview" and restricts the "Back" button from exiting the app. In this mode to get to the Android Home screen, the user will need to logon to the app main menu and either select "Exit" at the bottom (not all apps will have that option) or to go into System Settings and disable the Dedicated Device mode. This setting can be used with the "Password on Exit" for more security. Setup the Android settings for the device first as outlined in PAX A35 device or other A-series (Android) Device Setup PAX_Android_DedicatedDeviceMode-FullScreen-autolaunch_app.mp4 | |||||||
(Android) Password on Exit | Enabled - added security to restrict from leaving the processor app to the Android Home screen. Use with Dedicated Device (Full Screen) mode | |||||||
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.
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Support Print | Disabled | |||||||
Contactless Module (Peripheral Features) | Internal if supporting tap-to-pay; otherwise. Disabled | |||||||
Receipt Settings > Pre-print | Disabled | |||||||
Function Menu Protection (Android) | Manager Protected | |||||||
NFC Logo Settings > Pay Logo (all logos) | Both | |||||||
NFC Logo Settings > Logo Orientation | Bottom (if used with a Idle Image File) or Right (default) | |||||||
Terminal Settings > Auto Reboot (Oct 2022 - New Feature for Traditional PAX: D190, S300, etc) NOTE: Android PAX devices will have a reboot option in the Android Home screen > Settings > Security > Scheduled time reboot | Enabled - 0530 (time should be after batch time and before opening the site, this should force device to get PAXSTORE App/Settings Update) | |||||||
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 URL | www.google.com | |||||||
DNS | If 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) | |||||||
BroadPOS | ||||||||
Time zone | Set the time zone for the device (required on traditional PAX devices). For PAX devices that have Android, usually starting with 'A' in the Model name (A35, A920, etc), the time zone must be set with the Android settings on the device itself. |
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