Preferred PAX parameters for all processors

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

Each PAX device is setup at paxstore.us and in the configuration utility is setup with default settings and parameters for the various PAX devices and processors. All the parameters are organized in tabs for each processor application and version that is sent to the PAX device. Some parameters are on different tabs and/or worded or not used in all versions/processors. Unless noted below in Preferred Settings, we generally leave the settings with the default value, except for processor banking account info and the device IP configuration.

If possible use default templates for each processor, with the correct version and the preferred settings, below, already included.

Preferred Settings

Parameter Tab	Value
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 Bypass	Auto Bypass
Enable Quick Chip NOTE: Also called Support Quick Chip for some Processors like Heartland.	Enabled 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) 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 There might be an additional setting located on the Misc tab, called Swipe Any Time Timeout (100ms) for different processors like Heartland.
Industry
Industry Type	Restaurant
Fleet/Commercial Card Support	Disabled
Disabled Fleet/Commercial Card Prompts	Yes
Allow MOTO	Disabled
Store and Forward	Disabled; unless requested - If requested: This setting should stay Disabled until after the site has received it and they have gone live with the device onsite. Preferably it should stay disabled for a few days/weeks until after the site has validated they are receiving the CC funds through the batching/settlement process which occurs daily, but the funds can take 2-3 days to appear in the bank. A post install task should be scheduled at a later point for Support, Implementation or Project Manager to Enable the Store and Forward setting, and the site will reboot or force a download of the new PAX configuration. If requested to be turned on/Enabled for offline transactions, recommended settings are: Allow Store&Forward: Enabled SAF Mode: Offline on Demand Max Number: 600 (max count of SAF transactions at risk) Total Ceiling Amount: 5000.00 (max dollar amount allowed in SAF mode, if UNLIMITED: 0) 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.) Initial 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) 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" 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.
EDC
Auto EDC Support (if it exists)	Disabled - Do not use "All EDC" or "Credit & Debit" or PAX will not prompt for TIP
AID Filter Rule (if it exists)	Auto Credit
For Transactions settings under Credit Features: Sale Pre-Auth Completion Refund Tokenize Void (all settings) Transaction Adjustment	Enabled - for all devices. Options: 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 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)	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 - *(REQUIRED for NorthStar Order Entry)* The other option, sometimes default is: Internal POS/Standalone. This will set the PAX in Standalone and not interface with Order Entry. It should be noted that the Internal POS/Standalone setting, even if set, does NOT function for all processors on all PAX Android devices. Example: for A35 using FDMS, even if set as Standalone, the screen will stay with the same idle image and only function with an External POS. Internal POS/Standalone is only available if using A920PRO, A80 or other PAX terminal that has a printer, and is usually without a number pad.
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 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	Right (default) or Bottom (if used with a Idle Image File)
Terminal Settings > Auto Reboot (Oct 2022 - New Feature)	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.

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.

The best time to check for transactions that are not settled is by logging onto each PAX device in the morning and before new transactions for the day. If found, the site can attempt to manually batch and/or call into support to troubleshoot any network or config issues.

To check the current active transactions/amounts:

Log on to the PAX device main menu, enter password.
Tap Display Transactions
Tap Review
Enter password

To manually batch:

Log on to the PAX device main menu, enter password.
Tap Settings
Enter password
Tap Batch Close
Tap Batch All
If prompted, tap Yes to close without tip.