PAX POS terminal User manual
BroadPOS is a terminal maintenance account that can be accessed via a web portal. To access the account you need to navigate to secure.broadpos.com and enter your User Name, Password and Identifying Code. Once you have logged in, you will be able to add merchants to your account, add terminals to a merchant account, import templates, configure terminal parameters, edit existing terminal records, and set up multi-merchant terminals.
advertisement
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…
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…
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”
“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…
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…
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
advertisement
Key Features
- Merchant account management
- Terminal management
- Template importing
- Parameter configuration
- Record editing
- Multi-merchant terminal setup
Related manuals
Frequently Answers and Questions
How do I access my BroadPOS Terminal Maintenance Account?
To access your BroadPOS Terminal Maintenance Account, you need to navigate to secure.broadpos.com and enter your User Name, Password, and Identifying Code.
What is the purpose of the Identifying Code?
The Identifying Code is used to verify your identity and ensure that you are authorized to access the BroadPOS Terminal Maintenance Account.
How do I add a merchant to my account?
To add a merchant, you need to click on 'My Merchants', then click on 'Add Merchant' in the upper right corner. You will be asked to populate all of the starred (*) fields in the General Information screen, such as Merchant Name, Contact, Email, Phone, Country, State/Province, City, Zip Code, Address, and Merchant Type. Once you have completed the General Information, click on 'Submit'.
What is the purpose of the 'Add Terminal' screen?
The 'Add Terminal' screen is used to add a terminal to a merchant account. You need to input the terminal Serial Number, confirm the Serial Number, and press the 'Tab' key on your keyboard to auto-fill the Manufacturer Name and Model Name. Then, click on the 'Submit' button.
What is the purpose of the 'Select Template' screen?
The 'Select Template' screen is used to select a template for the terminal. There are two ways to select a template: either filter out all of the templates except for the one you want or select the template directly from the list by clicking on the radio button adjacent to the desired template. Once you have selected a template, click on the 'Submit' button.
What is the purpose of the 'Configure Parameter' screen?
The 'Configure Parameter' screen is used to configure the merchant 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. You can find the required fields on the Processor Host (TSYS) tab. The 'Submit' button will save all edits you have made to the BroadPOS system.
advertisement