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, | 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 to be turned on for offline transactions, recommended settings are:
 SAF Mode options defined:
Initial Setup of Pax:
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:
| Enabled - for all devices. Options: Under dropdowns for these settings are:
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 |
| 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 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) |
| 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) |
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.