BroadPOS Building a Merchant Terminal Profile: TSYS

BroadPOS
Building a Merchant Terminal Profile: TSYS
Accessing BroadPOS
To access your BroadPOS Terminal Maintenance Account on the web:





Navigate to https://secure.broadpos.com
Input your User Name (not case sensitive)
Input your Password (case sensitive)
Input the Identifying Code (not case sensitive)
Click the “Login” button
This will open the “Welcome” Screen…
Add a Merchant

Click on “My Merchants
This will open the “My Merchants” screen…

Click on “Add Merchant” in the upper right corner
This will open the “Add Merchant/General Information” screen…
The “Add Merchant” screen only requires the “General Information” data. The “Business Information”,
“Principal Information” and “Reference” sections are not required.
Additionally, “Retail” and “Restaurant” will be the only Merchant Types you will need to consider.


Populate all of the stared (*) fields in the General Information screen
o Merchant Name
o Contact
o Email
o Phone
o Country
o State/Province
o City
o Zip Code
o Address
o Merchant Type
Click on “Submit”
The “Add Merchant” confirmation screen will open, and you will be presented with the option to add a
terminal to the record either now or at a later time.

Click on the “Now” button
This will open the “Add Terminal” screen…
Adding a Terminal to the Merchant Account




Input the terminal Serial Number
Confirm the Serial Number
Press the “Tab” key on your keyboard to auto-fill the Manufacturer Name and Model Name
Click on the “Submit” button
The “Add Terminal” confirmation screen will open and you will be presented with the option to…
…Import a Previously built Template or Add an Application and build the record from scratch.
(A template includes the terminal application to be loaded into the terminal as well as the default
settings for the terminal record.)


To add a template:
o Click the “Now” button
To select an application and build the record from Scratch
o Un-check the “Import Template” box
o Click on the “Now” button
For our purposes, we will Import a Template, so click the “Now” button
This will open the “Select Template” screen…
Adding a Template
There are two ways to select a template to the record:

Or…
Filter out all of the templates except for the one you want
 Type the name of the template in the “Template Name” field
 Click on the “Filter” button
 Click on the radio button adjacent to the desired template
 Click on the “Submit” button


Select the template directly from the list by clicking on the radio button adjacent to the desired
template
 If there are more than five options, you may have to navigate through two or more
pages of template options by clicking on the arrows in the “Go to Page” area below the
list
Click on the “Submit button”
The “Add Application” confirmation screen will open…
The confirmation screen will present the option of configuring the merchant terminal parameters now
or later.

Click on the “Now” button
This will open the parameter configuration screen…
Configuring the Terminal Parameters
Many of the Merchant Terminal Parameters will be pre-set in the template, but there are several fields
to complete for a specific merchant record.
Required Fields on the Processor Host (TSYS) Tab














Bank Identificaiton Number
Agent Bank Number
Agent Chain Number
Merchant Number
Store Number
Terminal Number
Merchant Name
Merchant City
Merchant State
City Code
Time Zone Differential
Merchant Category Code
Terminal ID (V) Number
TSYS applications are Terminal Capture and, therefore, require terminal settlement each day.
This can be either a manual or automatic process.
o If an automatic settlement is desired, the Start Batch and End Batch times must be be
populated in order to settle the batch and clear the terminal Database (transaction
journal) so as to avoid filling the terminal memory
 The terminal will hold up to 1500 transactions
 Once that threshold has been reached, new transactions will not be allowed
until the batch data (Database) has been cleared from the terminal memory
See the TSYS processor screens on the nexp page…
Se the Host URLs, Ports and Dial numbers on the next page…
All of the Host URLs, Ports, Phone Numbers and Baud Rates are pre-set in the record, so there is no need
to make further changes to the Processor Host (TSYS) Tab.
Most of the fields in the rest of the tabs contain options, and will most likely be pre-set in the terminal
template. This includes the Communication tab, which we’ll go through next…
The “Communication” Tab
The “Communication” tab sets the Terminal to Host communication parameters. The default setting is
for IP communications with Dial Backup.
LAN Settings: DHCP
Most terminals configured for IP (LAN) communications will be conigured for DHCP. By default, the
record is set this way and will require no further editing in the “General” and “LAN” fields.
“General” Fields Settings


Primary Comm. Type: LAN
Backup Comm. Type: Dial Up
“LAN” Fields Settings

DHCP: Enabled
LAN Settings: Static
“General” Fields Settings


Primary Comm. Type: LAN
Backup Comm. Type: Dial Up
“LAN” Fields Settings





DHCP: Disabled
Local IP: Provided by the Merchant
Netmask: Provided by the Merchant
Gateway IP: Provided by the Merchant
DNS IP: Provided by the Merchant
Dial Up Settings


Primary Comm. Type: Dial Up
Backup Comm. Type: Disabled
“Dial Up” Fields Options Settings



Prefix: Used for “outside line” access (9 access or other required prefix)
Dial Mode: Tone or Pulse
Dial Tone Check:
o Enabled: Checks for dial tone before dialing
o Disabled: “Blind” Dials – does not check for a dial tone
The “Receipt” Tab
The “Receipt” tab is populated when the “General Information” portion of the “Add Merchant” screen is
completed.



The first four lines of the receipt are automatically populated
You can add a fith header line
You can also add up to five footer lines
The “Misc” Tab
There are several options available in the “Misc” tab. Some of the more common changes that are made
are:



System Password
Batch Protection (Password)
Batch Pre-Report type
*Generally, any time you see the word
“Protection”, it refers to “Password Protection”.


PINpad type (Internal/External)
Buzzer Sound (Terminal Beep)
Other, less commonly changed, options include:









Menu timeout: Default is 30 seconds
Pre-Print: Will cause the terminal to print header information after the final “Enter” or card
swipe
Demo Mode: Allows the terminal to be downloaded directly into “Demo” Mode
Check Dup Transaction: Causes the terminal to compare the transaction with the current batch
information for the same dollar amount, card number and presents options to proceed with the
transaction or cancel
Batch Report Type (*The same options apply to the Batch Pre-Report):
o Condensed: EDC Type (Credit, Debit, EBT, Gift, etc.), Card Type, Last four digits of the
card number, total number of transactions, Total dollar amount of the batch
o Short Report: Same as Condensed Report (See above)
o Journal Report: EDC type (Credit, Debit, EBT, Gift, etc.), Batch Number, Batch Date, Card
Type, Transaction Type (Sale, Void, Credit, etc.), Transaction #, Transaction Date,
Transactioon Time, Entry Mode (Swiped, keyed), Account # (Truncated by default), Auth
Code, Reference #, Number of sales on that card, Total dollar amount on that card, Total
Number of Transactions, Total dollar amount for all transactions
o Totals Only: EDC Type (Credit, Debit, EBT, Gift, etc.), Batch Number, Batch Date,
Number of transactions by card type, Total Transactions, Total dollar amount for batch
Contactless Module: Presents options for No Contactless reader, Various External Readers
(VIVOTech 4500/4800) or Internal Reader
Receipt Timer: Sets the delay between printing the merchant and customer copies of the receipt.
o The default setting is 5 seconds
Batch Pre-Report: Enables the Batch Pre-Report
o If disabled, the report will not print
No Paper Mode: Determines how the terminal will respond if there is no paper in the tray
o
o
o
Off: Will not allow the transaction to proceed if there is no paper in the tray
On: Will allow the transaction to proceed whether or not there is paper in the tray
 Will not print a receipt even if there is paper present
Auto: Will allow the transaction to proceed wheter or not there is paper in the tray
 Will print a receipt if paper is present
While these are the areas where changes may be most often made, the remaining tabs may
require the occasional change and are described below…
EDC Tab
The “EDC” Tab is where the terminal payment types are set. The EDC types available in the basic
application are:
 Credit
 Debit
 EBT
 Cash
Credit Features: Transactions
Use this area to enable various Credit transaction types. There are three options for each transaction
type:



Enabled
*The “sale” transaction is always enabled and is not editable.
Disabled
Password Protect
Descriptions for the fields in the “Others” section on the nextpage…
Credit Features: Others
The “Others” section of the various tabs allows you to set behavioral rules for all transaction types. In
the “Credit Features” area, the options are:




Print Disclamer: When set to “Yes”, a disclaimer will printat the bottom of the receipt.
*The disclaimer hard coded into the application and is not editable.
Print Card Holder Name: When set to “Yes”, the card holder’s name will print below the
signature line
Print Customer Copy: When set to “Yes”, a customer copy of the receipt will be printed
Manual Entry: Options are
o Disabled
o Enabled
o Password Protected

Tip: Enables of disables Tip Processing: Options are
o Enabled
o Disabled

Pre-dial: When enabled, the terminal will dial after the transaction is initiated – Options
are:
o Enabled
o Disabled
o Only For Swipe

Secure Card: Options are:
o
o
o
o
o
o
Disabled
Re-enter Last 4 digits
Re-enter All Digits
Confrim Card Number
Re-enter Last 4 Digits and Confirm
Re-enter All Digits and Confirm

Surcharge Fee Mode: Options are:
o Disabled
o Flat Fee
o In Percentage
o Highest




Surcharge Fee Name: Name the fee whatever you wish
Surcharge Flat Fee: Input the desired flat fee
Surcharge in Percentage: Input the desired percentage (0-99)
Surcharge Fee Confirm: Options are:
o Enabled
o Disabled


Maximum Single Amt For Store and Forward: Input the maximum allowable dollar amount
for a single Store & Forward transaction
Maximum Total Amt For Store and & Forward: Input the maximum allowable dollar amount
for a Store and Forward batch
Debit Features:

Debit EDC Support: Enable or disable Debit support Available options are:
o Enabled
o Disabled
Debit Features: Transactions


Sale: No options available – Always enabled whrnDebit support is enabled
Refund: Available options are:
o Enabled
o Disabled
o Password Protected
Debit Features: Others


Print Customer Copy: When set to “Yes”, a customer copy of the receipt will be printed
Options are:
o Yes
o No
Descriptions for the fields in the EBT section on the nextpage…
EBT Features:

Debit EDC Support: Enable or disable EBT support Available options are:
o Enabled
o Disabled
EBT Features: Transactions


Sale: No options available – Always enabled whrn EBT support is enabled
Refund: Available options are:
o Enabled
o Disabled
o Password Protected

Withdrawl: Options are:
o Enabled
o Disabled
o Password Protected

Balance Inquiry: Options are:
o Enabled
o Disabled
o Password Protected
EBT Features: Others



Print Customer Copy: When set to “Yes”, a customer copy of the receipt will be printed
Options are:
o Yes
o No
Manual Entry: When enabled, allows manual entry of the card number - Options are:
o Enabled
o Disabled
o Password Protected
(EBT Features: Others – Contued)

Tip: When enabled, allows Tip Processing - Options are:
o Enabled
o Disabled

Pre-dial: When enabled, the terminal will dial after the transaction is initiated – Options are:
o Enabled
o Disabled
o Only For Swipe
Descriptions for the fields in the “Cash Fetures” section on the next page…
Cash Features
The “Cash Features” functionality is a record keeping feature that is extremely rarely used, and is
disabled by default.

Cash EDC Support: Disabled by default – Options are:
o Enabled
o Disabled
Cash Features: Transactions


Sale: Always enabled and not editable
Refund: Available options are:
o Enabled
o Disabled
o Password Protected

Void Sale: Available options are:
o Enabled
o Disabled
o Password Protected

Void Refund: Available options are:
o Enabled
o Disabled
o Password Protected
Cash Features: Others
 Print Customer Copy: When set to “Yes”, a customer copy of the receipt will be printed
 Options are:
o Yes
o No

Tip: When enabled, allows Tip Processing - Options are:
o
o
Enabled
Disabled
Tip Tab
The “Tip” tab is where the rules for Tip Processing are established for the terminal. Within the ‘General’
settings section, there are four sub-sections:
o
o
o
o
General
Additional Features
Amount Options
Percentage Options
You can also set up to three tips in the record.
Tip Tab: descriptions for the Tip tab on the next page…
Tip Tab: General

Input Mode: Sets up how thetip amount is to be entered into the terminal Options are:
o Input Tip Amount
 Will be added to the base amount to create the total dollar amount of the
transaction
o Input Total Amount

Enter the total amount of the transaction, including tip
Tip Tab: Additional Features



Tip Select: When enabled, allows suggested tip amounts/percentages to be printed on the
receipt – Options are:
o Enabled
o Disabled
Tip Unit: Determines whether the tip will be in whole dollars or dollars and cents – Options are:
o In Cents
o In Dollars
Amount Threshold: Sets a pre-defined dollar amount so that, when the transaction amount is
below the threshold, the suggested “Dollar Amounts” will print. When the transaction amount
reaches the threshold amount, the suggested ”Percentage” dollar amount will be printed on the
receipt – Options are:
o Input the threshold dollar amount
These are the suggested dollar amounts to be printed on the receipt. There are three fields to be
populated:
 Amount Option 1: Default amount is 3.00
 Amount Option 2: Default amount is 5.00
 Amount Option 3: Default amount is 7.00
These amounts can be edited to suit the requirements of the merchant.
Tip Tab: Percentage Options
These are the suggested tip percentages to be printed on the receipt. There are three fields to be
populated:
 Percentage Option 1: Default percentage is 20
 Percentage Option 2: Default percentage is 30
 Percentage Option 3: Default percentage is 40
These percentages can be edited to suit the requirements of the merchant.
Tip Tab: descriptions for the “Tip 1” “Tip 2” and “Tip 3” sections on the next page…
Tip Tab: Tips 1, 2 and 3
All three sections are identical. You can enable up to three separate tip lines, depending on the
merchant requirements.

Tip Prompt: When enabled, will prompt the server to add a tip – Options are:
o Enabled
o Disabled

Default Tip: Allows for a predetermined tip amount to be added to the transaction
o Input the dollar amount to be defaulted
o 0.00 will disable the default amount

Name: Allows the designation of the tip recipient – Options are:
o You can edit the “Name” fields so that they reflect the merchant’s requirements. For
example “Server”, “Concierge”, “Manager”, etc.
Card Type Tab: The Card Type tab on the next page…
Card Type Tab
The Card Type tab is divided into nine editable segments, and is rarely touched:





Card Bin
Visa
MasterCard
American Express
Diners Club




Discover
JCB
enRoute
Others
Card Type Tab: descriptions for the Card Type tab on the next page…
Card Type: Card BIN
The Bin ranges are pre-set in bin files and are not individually editable. There are two separate files
included:


Card BIN file
o Contains the BIN ranges for all non-commercial cards
Commercial Card BIN File
o Contains theBIN ranges for all commercial cards
Card Type: Visa
All card type options are identical, so we will just describe the Visa section.

Type: Visa (or other coresponding card type)
o Not editable

Mask: when DISABLED, the Card Brand will be DEACTIVATED – Options are:
o Enabled
o Disabled

AVS For Swipe: Will prompt for AVS data when a card is swiped – Options are:
o Disabled
o Adress Only
o ZIP Only
o Both

AVS For Card Not Present: When enabled, will prompt for AVS data when the card is not
present: Options are:
o Disabled
o Adress Only
o ZIP Only
o Both

Card Present Mode: Tells the terminal to assume the “presence” status of a card – Options are:
o Always Present
 Assumes the card is always present
o Always Not Present
 Assumes thecard is always NOT present
o Prompt
 Does NOT assume the presence or non-presence of the card
 Prompts for the operator to tell it whether or not the card is there
Continued next page…

AVS For Card Present: When enabled, will prompt for AVS data when a card is present – Options
are:
o Disabled
o Adress Only
o ZIP Only
o Both

CVV: When enabled, sets the conditions under which CVV data will be prompted for – Options
are:
o Disabled
o Manual Entry Only
o Manual and Card Not Present
BroadPOS Tab on the next page…
BroadPOS Tab
BroadPOS Tab: Auto Health report
The Auto Health Report (Health Check) serves to keep you informed on the terminal components by
contacting the BroadPOS Server at regular intervals and checking the condition of those components
(Processor, Power Tolerances, etc.).
Some things to keep in mind about the Auto Health Report (Health Check):



The report will not initiate if there are transactions in the terminal memory
o This means that if there is an open batch, the terminal will not update
o Also, even if there is not an open batch, if there is still transaction data in the terminal
database, the terminal cannot update
The Auto Health Report requires IP connectivity between the terminal and the BroadPOS Server
The Health Check will automatically take place each time theterminal is power cycled
Field descriptions:



Type: Determines whether the Health Check will occur at a specific time each day or at apecific
intervals throughout the day – Options are:
o Specific Time
o Fixed Interval
Time: Sets the time of day that the Health Check will take place
 Will initiate at a specific time each day
 Default is set at 6:00 AM
Interval: The amount of time between Health Check sessions
 Will initiate at specific intervals throuout the day
 Default is set at about every 24 hours (100ms x 864,000)
Now, save your work…
The Submit Button
Once you have made your edits, it is necessary to save them to the BroadPOS system. In order to do
that, simply

Click on the “Submit” button
You can click on the Submit button from any screen in “Edit” mode to sae your changes. When you have
done so, you will be brought to the Parameter screen:
The Parameter screen gives you a lot of information:






Parameter Timestamp: Tells you when the last edit was saved in the terminal
Effective Time: Tells you when the record became ready for downloading
DownloadFlag: Gives you the current download status of the changes in the record
Download Time: Tells you if and when the edited parameter was downloaded
Operator: Tells you who made the edits to the download record
Disable: Allows you to disable any record change
Edit an Existing Terminal Record
To edit an existing record, do this:
From the MainMenu:



Click on “My Terminals
Enter the Terminal Serial Number in the “Terminal S/N” field
Click on the “Filter” button
This will filter out all terminals other than the one you want to edit.

Click on the Terminal S/N
This will open the Application screen…

Click on the Application Name
This will open the View “Application” screen…

Click on “View Parameter”
This will open the “Parameter” screen…

Click on “Re-configure Parameter”
This will open the “Configure Parameter” screen…
From here, proceed as shown above…
For Multi-Merchant setup, go to the next page…
Multi-Merchant Setup
TSYS
TSYS Host Tab
On the Processing Host tab (TSYS) under Merchant Parameters:

Multi-Merchant Tab/Merchant 1
Put in the parameters for the Main Merchant (Merchant 1)
On the Multi-Merchant tab Under Merchant 1:

Input the specific merchant data for Merchant 1 (Use the same data from the Processing
Host tab, Merchant Parameters section)
o Merchant Number
o Terminal ID
o Etc.
Multi-Merchant Tab/Merchant 2
On the Multi-Merchant tab Under Merchant 2:

Input the specific merchant data for Merchant 2
o Merchant Number
o Terminal ID, Etc.
Repeat for all subsequent merchants.