Defaulting a Computer to a Point Device
If desirable, a user can default a specific computer
to a Point device. This enables the computer to automatically
select the Point device instead of requiring the user to select it each
time it is needed.
A default setting of ‘No Device’ can also be set and
is beneficial when the user never wishes to process payments.
Review the following instructions for the steps to
set the desired default. These steps are for US based merchant accounts
only. Review Velox Integration
for information on Canadian options.
A computer can be set to default to use a specific
Point device either in the Sales > Options > Devices tab
or in the Point Device Selector dialog.
To set the default computer from the Sales >
Options > Devices tab, complete the following steps:
The Point device must be configured within
EBMS prior to connecting it to a computer. If this has not been done
previously, review and complete the steps outlined in the Network
Configuration of Verifone Point Device section.
On the main EBMS menu select Sales
> Options and click on the Payments
tab.
Verify that the Use
Verifone Point checkbox is selected as shown below:
Click on the Devices
tab.
Click the View
List of Verifone Point Devices button to open the Point
Devices Setup dialog.
Select the Computers
tab as shown below:
If the computer is not listed, click the New button to display the Point Computer Properties entry
dialog. If the computer is already in the list, skip to step 12 and
continue.
Enter an ID
for the computer. The ID is
a user-defined code to uniquely identify it.
Enter the Computer
Name. This name can be found by accessing the computer system
information and will be displayed on a screen similar to what is shown
below:
Enter a Description
for the computer. This may include details such as the location, primary
use within the company, or other identifying information.
Click the OK
button to save changes and return to the Point
Devices Setup dialog.
Select the Point
Devices tab as shown below:
Find and select the Point device to be connected
to the computer.
Click the Properties
button to open the Verifone Device
Connection Setting dialog (as shown in the next step).
At the bottom of the Verifone
Device Connection Setting dialog is a table with a column heading
titled Computer. Click on
the first empty row to display a drop-down menu which contains a list
of the available computers.
Select the name of the computer to be defaulted
to the Point device.
Note that multiple computers can be set to
default to one Point device. Repeat the previous step as needed
to choose all the computers to be defaulted to this specific Point
device.
(Optional) Many retail users wish to show
each item the customer is purchasing on the Point device.
Enable this feature by clicking in the empty cell in the Show Line
Items column that is beside each defaulted computer and selecting
the checkbox that appears or review the Configuring
the Customer Facing Display on a Point Device section.
Click the OK
button to save changes.
Setting a Point device as the default for a computer in the ‘Point
Device Selector’ dialog:
The Point Device Selector dialog
can be accessed from a variety of screens within EBMS where a Point device
may be needed to process a transaction or capture a signature. It
can be used to set or change the default Point device for
a computer very quickly and efficiently. *Note
that this dialog will automatically appear each session the Point device
is used if the user has not permanently defaulted the computer to a specific
Point device.
Listed below are two commonly used access
points to the Point Device Selector dialog:
From the main EBMS menu: Click Sales > Verifone Device To Use
From the Sales
Invoice Entry: Click Edit
> Verifone Device To Use
Complete the following steps to set a Point
device as the default for a computer in the Point
Device Selector dialog:
From the drop-down menu select a
Point device:
Click on the check box to select
Remember this selection for this computer and don’t ask again.
If this field is missing, as shown below, the user has only ‘Basic
Entry’ permissions set and will need to contact a manager to make
this change.
Click OK
to save changes.
Review the Customer
Payments > Payment Entry Dialog section for more information on
processing.
‘No Device’ as the default Point device:
In some instances an EBMS user may never need to use
a Point device and may wish to avoid the repetition of selecting
a device. This would commonly take place in situations
where a user works in a back office and merely accesses sales orders to
update or make changes to a job in progress. EBMS provides for this circumstance
by allowing the user to save the Point device default as ‘No Device.’
This action can be accomplished both in the Point
Device Selector dialog or in the Sales > Options > Device
tab:
Complete the following steps to set the default Point
device to ‘No Device’ in the Point Device Selector dialog:
From the main EBMS menu select Sales
> Verifone Device to use to open the Point
Device Selector dialog.
Click on the check box to select Remember
this selection for this computer and don't ask again. If this
field is missing (as shown below), the user has only 'Basic Entry'
permissions set and will need to contact a manager to make this change.
Click on the No
Device button. The dialog screen will close and your
performance will be saved.
Complete the following steps to set a computer's default
Point device to 'No Device' within the Sales
> Options > Device tab:
On the main EBMS menu, select Sales
> Options and click on the Devices
tab.
Click the View
List of Verifone Point Devices button to open the Point
Devices Setup dialog shown below:
Select NO_DEVICE
from the list of available Point devices as shown above.
Click on the Properties
button to display the Verifone Device
Connection Setting dialog.
Select the name of the computer to have NO_DEVICE as the default.
Click OK
to save changes.