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Departments Setup (POS Control)

Departments Setup (POS Control)

This article explains how to setup departments to trigger tip prompting on payment terminals.

  1. Login to the Veloce Back-Office with a Super-User password.

    Veloce Back-Office Icon
  2. Start the Point of Sale Control module.

    Point of Sale Control Icon
  3. Click on the Invoice menu and select the Departments... option.

    Invoice menu
  4. The list of departments will appear. Select the departments that will be used by the workstation and payment terminal.

    Departments list
  5. The department configuration screen appears. Configure according to the merchant's needs and preferences:

    Department configuration screen

    Description

    Type a meaningful description for this department.

    Big department

    From the drop-down list, select the big department to which this department belongs.

Client tip entry

Question

The text entered here will be displayed at the very top of the payment terminal's screen during the tipping process.

2nd

If you have a second language profile, type the translation of the Question text.

Tip suggestions

The 3 lines with checkboxes can be used to display tip percentage suggestion presets to the customer. Activate only the lines you need, or none at all if you do not wish to use tip suggestions.

%

Type the suggested percentage, from 1 to 99. Note that the percentage will be calculated on the total sale amount, including taxes.

Description

This field is optional. You can type some text that will be displayed next to each percentage on the payment terminal.

2nd

If you have a second language profile, type the translation of the Description text.

Open amount

Enable this option to allow customers to enter a custom tip amount of they do not wish tu use the suggested percentage presets.

No amount

Enable this option to allow customers to exit the tipping screen without entering an amount.

Ask for donations

...

On the terminal

...

  1. Click the Save button to save changes and return to the department list.

  2. Click Exit on the department list to return to the Point of sale control module.

If the merchant has other departments tied to payment terminals, repeat these steps for other departments.

Related Topics

EFT Module Setup

Departments Setup (POS Control)

Workstation Setup (POS Control)

System Configuration Setup

Finalize Configuration

Veloce POS Application Installation

The following article explains how to install the Veloce POS application from the PAX Store.

NOTE: The Veloce POS application is often incorrectly referred to as "VelPAY". VelPAY is actually the name of the background process which runs EFT transactions on the Veloce server. The application which runs on PAX Android terminals is called "Veloce POS".

Normally, PayFacto PAX payment terminals are shipped with all the required applications pre-installed. Also, PayFacto support staff have the ability to push all the necessary applications to any terminal remotely. If the Veloce POS application seems to be missing from a terminal, it is recommended that you contact PayFacto technical support to obtain missing applications.

Nevertheless, all of these applications can be installed from the PAXSTORE and configured manually from the terminal, should the need arise.

  1. On the PayFacto PAX terminal, exit any running application so you can see the Android desktop.

  2. Start the PAXSTORE.

  1. Search for Veloce.

  2. Select the Veloce POS application and touch the Download icon. If the application is already installed,you will see an UPDATE button instead.

    PAXSTORE - Download/Install
    PAXSTORE - Search/Update
  3. Once the installation is complete, the Veloce icon will appear on the Android Desktop.

Once the Veloce POS application is installed on the terminal, you may proceed to start it up and configure it.

Related Topics

Veloce POS Application - Installation

Veloce POS Application - Configuration

Veloce POS Application - Connection

Veloce Back-Office Setup

EFT Module Setup

This article describes how to configure the Veloce Electronic Funds Transfer (EFT) module to work with PayFacto payment solutions.

  1. Login to the Veloce Back-Office.

  2. Start the Electronic Funds Transfer module.

  3. Click on the Configuration menu and select the Configuration... option.

  4. The EFT configuration screen appears on the Configuration tab.

    Protocol

    Based on your location, select either PayFacto Canada, PayFacto USA or PayFacto WorldPay.

    Model

    If you are using any PAX terminal, select PAX generic.

    Speed(bps)

    Ignore this setting. In legacy installs, this is used to determine the communication speed of serial payment terminals. This does not apply to Ethernet or Wi-Fi (Wireless) payment terminals.

    Time out delay

    Set this value to 200

    Gateway / SecurePAY

    • Don't select anything if you want to use the Veloce POS app with the PayFacto Payment Application. (This is the recommended option.)

    • Select Gateway to use the Veloce POS app along with the PayFacto Gateway app.

IMPORTANT! This should only be selected on legacy terminals using the PayFacto Gateway app. Please contact PayFacto technical support to inquire about upgrading to newer terminals with support for the PayFacto Payment app.

  • Select SecurePAY to use the SecureTable or SecurePAY android application instead of the Gateway app.

  1. Click on the Operation tab.

Tip on purchase

Enable this option to allow customers to leave tip using the payment terminal.

Miscellaneous

Configure the options in this section according to the merchant's needs and preferences. The options in the screenshot above represent a common configuration.

  1. Click the Save button to save your changes and close the EFT configuration window. You may now close the EFT module as well.

This concludes the required setup for the EFT module. Please proceed to the configuration of your workstation(s) in the POS Control module.

Related Topics

EFT Module Setup
Departments Setup (POS Control)
Workstation Setup (POS Control)
System Configuration Setup
Finalize Configuration
Veloce Back-Office Icon
EFT Icon
EFT Configuration Menu
EFT Configuration - Configuration Tab
EFT Configuration - Operation Tab

EFT Module Setup

Departments Setup (POS Control)

Workstation Setup in the Point of Sale Control Module

System Configuration Setup

Finalize Configuration

Workstation Setup in the Point of Sale Control module

Workstation Setup in the Point of Sale Control module

The instructions below explains how to configure workstation settings from the Point of Sale Control module, in order to use a PAX terminal as a POS workstation as well as a payment terminal.

IMPORTANT! Some of the configurations explained in this article requires the user to login with a special "Super-User" password. If you do not know what your "Super-User" password is, please contact PayFacto technical support or your local reseller for assistance.

  1. Login to the Veloce Back-Office with a Super-User password.

Veloce Back-Office Icon
  1. Start the Point of Sale Control module.

Point of Sale Control Icon
  1. Click on the Workstation menu and select the Workstation's Setup... option.

POS Control - Workstation menu
  1. The list of available workstations will appear. Select the workstation number you wish to configure as a payment terminal.

Workstations List
  1. The workstation's configuration opens on the Configuration tab:

Workstation Options - Configuration tab

Description

Type a meaningful name for the workstation being configured.

Department

From the drop-down list, select the department in which this workstation will be used.

Configure the remaining options according to the merchant's needs and preferences.

  1. Click on the Invoice tab:

Workstation Options - Invoice tab

Use client tip entry

Enable this option to use Veloce's tip entry mechanics, which allows the customer to manipulate the payment terminal to decide tip entry. Disable this option for retail/no tip environments.

Configure the remaining options according to the merchant's needs and preferences.

  1. Click on the Printers tab:

Workstation Options - Printers tab

Coupon printer

Enable this option to configure the built-in printer on PAX payment terminals and allow it to print transaction records and other documents.

Printer

From the drop-down list, select the appropriate physical printer. (This is configured in Setup / Utilities > Configuration > Printers...)

Connection

From the drop-down list, select Modern app.

Configure the remaining options according to the merchant's needs and preferences.

IMPORTANT! Merchants in the bar and restaurant industry in the province of Québec need to route guest checks, invoices and receipts through the Québec Sales Recording Module (SRM). For these merchants, the PAX terminal's built-in printer can only be used for EFT transaction records and other non-prescribed documents.

  1. Click on the Interfaces tab:

Workstation Options - Interfaces tab

EFT

Enable this option to allow the Veloce POS app to call up the payment app on the PAX terminal.

Connection

From the drop-down list, select Modern app.

  1. Click on the Material tab:

Workstation Options - Material tab

Workstation type

From the drop-down list, select Modern app workstation.

Font

From the drop-down list, select the desired font.

Usage limitation

Pay at the door

Enable this option to limit the use of this payment terminal to Pay-at-the-door (delivery) operations.

Pay at the table

Enable this option to limit the use of this payment terminal to Pay-at-the-Table operations.

  1. Click the Save button to save you changes and close the configuration screen. This will take you back to the workstation's list, where you can see the updated workstation's name.

Workstation's list - Updated
  1. Click Exit to close this screen and return to the POS Control module.

Repeat these steps for any additional payment terminal you may have.

Related Topics

EFT Module Setup

Departments Setup (POS Control)

Workstation Setup (POS Control)

System Configuration Setup

Finalize Configuration

System Configuration Setup

In the Veloce Setup / Utilities module, some Modern workstation settings need to be setup:

  1. Login to the Veloce Back-Office

    Veloce Back-Office Icon
  2. Open the Setup/Utilities module

    Setup - Utilities Icon
  3. Click the System Config. link. (or use the Configuration > System Configuration... menu option)

    System Config. Icon
  4. Click on the Misc. tab. The Modern workstation options are located at the bottom of that page.

System Configuration - Misc tab

Modern Workstation

Username

Activate the checkbox, then type the username you wish to use to connect the workstation running on the payment terminal to the veloce back-office.

Password

Type the password you wish to use along with the username created above.

Connection managed on the server (port)

Activate the checkbox and type the TCP port number to be used for communication between the payment terminal and the Veloce Back-office server. The default is 40000.

Data saver for PATD

Enable this option if Pay-At-The-Door functionalities are used.

  1. Click the Save button to save the new settings and close this window.

This completes the setup required in the System Configuration module. If all the other configuration steps are completed, now would be a good time to stop the Veloce server, create workstation data and restart the Veloce server.

Related Topics

EFT Module Setup

Departments Setup (POS Control)

Workstation Setup (POS Control)

System Configuration Setup

Finalize Configuration

Introduction and Prerequisites

Introduction

The following articles in this section will allow you to configure the Veloce back-office and the Veloce application for Android such that card payments will be accepted with electronic funds transfer (EFT).


Prerequisites

  • Android-based payment terminals, such as PAX A920 or A920 Pro, A80, etc.

  • PayFacto Payment application.

  • API Key loaded on each wireless payment terminal. (Not required for counter-top terminals)

  • Wi-Fi coverage for wireless terminals.

  • available Ethernet jack for tethered counter top terminals.

  • Internet access for all terminals.

  • Fixed IP address on the Veloce Back-Office PC. (either through Windows network settings or via DHCP assignment)

  • Electronic Funds Transfer module on the Veloce license.

Printer configuration

Many PAX terminals are equipped with built-in printers. These printers are mostly meant to print transaction records for card payments. However, these printers can also be used to print guest checks directly.

If you wish to use the built-in printers in this way, you will need to configure a physical printer for each terminal, from the Setup/Utilities module in the Veloce Back-Office.

Here is an example of the required parameters for the physical printer of a PAX A920 android payment terminal:

IMPORTANT! In the Canadian province of Québec, guest checks / invoices need to be routed through a Sales Recording Module (SRM). Therefore, printers built into payment terminals cannot be used to print these documents. They can, however, be used to print card transaction records or credit card vouchers.

Veloce Mobile Application

Veloce Back-Office Setup

Payment Terminal Setup

Printer setup

Payment Terminal Setup

PayFacto Payment Application

PayFacto Payment Application

PayFacto payment terminals are typically shipped to the merchants with the necessary applications pre-installed and pre-configured.

For more information on the PayFacto Payment application, please review the associated online documentation:

If you need further assistance to download, install or configure the PayFacto Payment application, please contact PayFacto technical support.

PayFacto Payment Application Quick Reference Guide
PayFacto - Payment (standalone mode) User Guide
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PayFacto Payment Application

Veloce POS Application Installation

Veloce POS Application Configuration

Veloce POS Application - Connection

Veloce POS Application Configuration

This topic describes how to configure the Veloce POS application to use a PAX terminal as a workstation.

Veloce POS Application - First start

To start the Veloce POS application, touch its icon on the Android desktop. The app will start, and you will see a welcome screen with the message "Serial number not set".


Veloce POS Application - Initial Configuration

Touch the cog wheel icon in the upper-right corner of the screen to access the application's settings.

The Veloce Application's settings will be displayed. The settings are divided in various sections, illustrated separately for clarity:


Workstation Type

Default value

Workstation

Available options:

Workstation

Select this option to use the payement terminal as a normal POS workstation as well as a payment device.

Client Display

Select this option if you are using a tablet as a customer-facing display or order confirmation screen.

Kitchen Display

Select this option if you are using a tablet as a kitchen display.

Terminal

Select this option to use the terminal as a payment device only.


Workstation Properties

Workstation number

Enter the workstation number to use for this workstation. This corresponds to the workstation number configured in Point of Sale Control > Workstation > Workstation's Setup.

Serial number

Enter you Veloce license serial number.

Cloud-based

Enable this option only if you are using the cloud-based Back-Office. If your Veloce Back-Office is installed on a PC on your local network, this option needs to be disabled.

Workstation theme

Select between the various color schemes that will apply to the workstation.

Auto-Connect

Enable this option to have the Veloce POS application connect automatically to the Veloce Back-Office when the application is launched. If this option is left disabled, the workstation will not connect automatically to the Veloce Back-Office when the application is launched. Instead, you will need to press a "CONNECT" button to manually connect.


Connection credentials

Username

Enter the username to connect to the Veloce Back-Office, as configured in Setup / Utilities > Configuration > System Configuration... > Misc. > Modern Workstation > UserName.

Password

Enter the password to connect to the Veloce Back-Office, as configured in Setup / Utilities > Configuration > System Configuration... > Misc. > Modern Workstation > Password.

Forced IP

In this field, type the IP address that the Veloce POS application should use to connect to the Veloce Back-Office. This is required only if your Veloce Back-Office PC has more than one Ethernet adapter or uses multiple virtual adapters, resulting in the same PC having multiple IP addresses.


Hardware

Scanner

Enable/Disable this option to turn the barcode scanner on or off.

Printer

Enable/Disable this option to turn the built-in printer on or off.

Tear paper prompt

Enable this option to have the application stop printing and notify the user when a check/receipt needs to be torn from the built-in printer. If this option is disabled, the printer will briefly pause between each printout but will automatically resume printing without notifying the user.

Payment

Enable this option to use the terminal as a payment device.

Card Reader

Enable/Disable this option to turn the magnetic card reader on or off. This only affects non-payment cards, like employee cards. Even of this option is disabled, the magnetic card reader will still be usable as a fall-back reader for payments cards (debit and credit).

Mifare Reader

Enable/Disable this option to turn the Mifare reader (contactless reader) on or off. This only affects non-payment cards, like employee cards. Even of this option is disabled, contactless payment will still be available.


Miscellaneous options

Automatic reboots

Enable or disable up to two scheduled automatic reboots. The reboot time can be set to 15 minutes increments.

Run on startup

Enable this option to automatically start the Veloce POS app when the terminal powers on.

Related Topics

Veloce POS Application - Installation

Veloce POS Application - Configuration

Veloce POS Application - Connection

Finalize Configuration

Finalize Configuration

This article explains how to make sure that any configuration change that was made is applied correctly and immediately to your Veloce system.

This procedure should be carried out whenever major configuration changes were made, or when changing any system-wide settings, such as those found in the Setup / Utilities module.


Overview

This procedure involves 3 simple steps:

  1. Stop the Veloce Back-office server.

  2. Create workstation data

  3. Restart the Veloce Back-office server.


Step 1 - Stop the Veloce Back-Office server

  1. From the Windows desktop, click the up-arrow in the Windows notification area (Near the clock). Locate the green Veloce server icon.

  2. Right-click the green Veloce server icon, then left-click on the Close server option.

  3. The Veloce server will stop and the icon will disappear from the notification area.

The Veloce server is now stopped.


Step 2 - Create workstation data

  1. Login to the Veloce Back-Office

  2. Open the Setup / Utilities module

  3. Click the Tools menu and select the Workstation data... option.

  4. The Create workstation data window appears.

    • Select the Every workstation radio button.

    • Activate the Create if not existing checkbox.

    • Click OK.

  5. Some progress bars will be displayed. Depending on your system's performance, this may flash by so quickly that you may not see it.

Once the progress bars have disappeared, proceed to the next step.


Step 3 - Start the Veloce server

  1. Login to the Veloce Back-Office

  2. Open the Setup / Utilities module

  3. Click the Server menu and select the Start/Stop the server... option.

  4. A VelBO prompt will be displayed. Click Yes to start the Veloce server.

  5. The Veloce icon will appear in the Windows notification area. The icon may flash between red and green for a few seconds, but will eventually settle on green.

  6. The Veloce server is now up-and-running.

This completes the procedure. From this point, all the system-wide changes have been applied, and all changes to workstation configurations have also been applied.

Related Topics

EFT Module Setup
Departments Setup (POS Control)
Workstation Setup (POS Control)
System Configuration Setup
Finalize Configuration
Windows notification area
Veloce Icon - Close Server
Windows notification area - without Veloce
Veloce Back-Office Icon
Setup - Utilities Icon
Setup-Utilities - Tools menu
Create workstation data
Create workstation data progress
Veloce Back-Office Icon
Setup - Utilities Icon
Setup-Utilities - Server menu
Start server prompt
Windows notification area - Server started
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Veloce POS Application - Connection

Veloce POS Application - Connection

When the Veloce POS application is started, a startup splash screen is displayed while the application is loading. Then, the home screen displays connection information:

When you touch the CONNECT button, the connection information and the button will disappear. Then, the POS screen will be displayed:

NOTE: If the Auto-Connect option is enabled in the Veloce POS application's settings, this process is fully automated. the App will connect automatically as soon as it is launched.

The Veloce POS application is now ready to be used. Use it just like a regular POS workstation to order items, print checks and process payments.

Related Topics

Veloce POS Application - Installation

Veloce POS Application - Configuration

Veloce POS Application - Connection