4         Account Setup

In order to use ePNJPOS, the account needs Receipt, Terminals and Clerks to be configured for use. This section covers setting up and managing the ePNJPOS account through the eProcessingNetwork Merchant Service Center.

 

Figure 4–1 Go! Menu

 

Select ePNJPOS Config from the Go! menu, then click Go! to manage the ePNJPOS account settings.

 

Figure 4–2 ePNJPOS Config Screen

 

Figure 3–2 shows the ePNJPOS Config Screen. 

• The Help button displays a new window or tab in your browser with help for using ePNJPOS, as well as very useful walk-throughs from the eProcessingNetwork Merchant Tour Guide.
• The Quick Setup button is only displayed when the account is new and un configured.  It is explained in detail in Section 3.1 Quick Setup.
• ePNJPOS License Summary lists a summary of licenses purchased for and in use for the account.
• Terminals Purchased - The purchased ePNJPOS licenses.
• Terminals Setup - Number of added terminals up to Terminals Purchased.
• Terminals Activated - Number of terminals activated (installed and set up on a computer).
• Clerks Setup – Number of clerks configured on the account. There are no limits for the number of clerks that can be set up on an account.
• Terminals is a collapsed section to allow management of the terminals. It is explained in Section 3.2 Terminal Management.
• Clerks is a collapsed section to allow management of clerks. It is explained in Section 3.3 Clerk Management.
• Account and Receipt Info is a collapsed section to configure general account information and information to display on receipts. It is explained in Section 3.4 Account and Receipt Info.

4.1  Quick Setup

Quick Setup assists in initial configuration of the account using a general template for all settings. From the template the account will have the first terminal and a manager clerk added.

 

Figure 4–3 Quick Setup Main Screen

 

Clicking the Continue button will proceed with the basic Quick Setup (most useful for merchants that are new to ePNJPOS), which is outlined in Section 3.1.1 Quick Setup Basic.

 

The Upload button will allow a merchant to upload the configuration file from an installation of the original ePNJPOS to provide many of the settings required. This procedure is outlined in Section 3.1.2 Quick Setup from Configuration File.

4.1.1Quick Setup Basic

Quick Setup Basic asks for Account Information only, and then uses the template for the rest.

 

Figure 4–4 Quick Setup Basic

 

To complete Quick Setup Basic, simply complete this form, and then click Continue.

• Email Merchant – Check this box to receive an email for every transaction processed through ePNJPOS. Messages will be sent to the email address (es) configured in Account Config in the eProcessingNetwork Merchant Service Center.
• Email Cardholder – Check this box to have an electronic receipt emailed to the cardholder when the optional Email field is filled in on a transaction form.
• Tax Percent – To have ePNJPOS automatically calculate the tax percentage (e.g. for 8.25% enter 8.25), to manually enter tax amount or leave tax zero, enter 0.

 

4.1.2Quick Setup from Configuration File

To setup using settings imported from the older version of ePNJPOS, use this option.  It will pull as much information as possible from the imported configuration file, add a manager clerk, and add a terminal for each terminal previously activated under the old version.

 

Figure 4–5 Select Old Configuration File

 

To use this method, click Browse, then select the ePNConfig.txt file from the installation directory of ePNJPOS. The standard install directory is:

C:\Program Files\eProcessingNetwork\ePNJPOS

Please note that the standard setting in Windows hides the .txt file extension, so the file will typically be listed as ePNConfig with a text file icon (). Click Open, then click Upload to perform the setup.

 

Figure 4–6 Upload Logo

 

If Quick Setup finds a logo in the configuration file, the Upload Logo screen will be shown. The blue text shows the location of the image used in the previous version of ePNJPOS. Click Browse and select the same or a different image, then click Upload to use a logo, or click No Logo to skip this step.

4.2  Terminal Management

The Terminals section is used to add and configure terminals for activation on PC’s.

 

Figure 4–7 Terminals Screen

 

Add Terminal will add a new basic terminal to the list.

 

Figure 4–8 Edit Terminal

 

The Edit button shows the Edit Terminal screen. From here all general setting for the terminal’s capabilities are set.

• Terminal Name – This field is for informational purposes and a meaningful name is suggested.
• IsEnabled – Whether the terminal can connect and run transactions or not.
• AcceptCredit – Can credit transactions be run from this terminal?
• AcceptDebit – Can debit transactions be run from this terminal? Currently only supported with the Ingenico i6550 peripheral, otherwise ignored.
• AcceptChecks – Can check transactions be run from this terminal?  Merchant account must have check service enabled on their account, or setting will be ignored.
• AcceptCash – Can cash transactions be run from this terminal?
• Use Signature Capture – Will terminal request signature capture. Currently only supported with the Ingenico i6550 peripheral, otherwise ignored.
• Has Terminal Been Activated – When ePNJPOS is installed on a PC, it activates the installation as a terminal.  If ‘Yes’, this indicates that this terminal has been activated on a PC.

 

The Delete button will delete this terminal from the account. The Force Reactivate button sets Activated to ‘No’, which will cause ePNJPOS on the PC registered as that terminal, to request activation.  Useful when changing computers for a particular terminal, or reinstalling ePNJPOS.

4.3  Clerk Management

The Clerks section is for managing ePNJPOS users for the account.  There are two types of users:

• Clerks – The standard user, for anyone that will be using the terminal.
• Managers – A special user that has permission to activate and configure terminals, as well as run standard transactions.

It is possible to have a Manager that cannot run transactions, useful for IT staff.

An account may have as many clerks and managers as required by the merchant.

 

Figure 4–9 Clerks Section

 

Clicking Add Clerk will add a deactivated clerk to the list.

 

Figure 4–10 Clerk Edit

 

The Edit button shows the Edit Clerk screen. From here all general setting for the clerk are set.

• Name – The name field is shown at the top of the ePNJPOS window after login, and can be displayed on the receipt.
• Login – Case sensitive username for logging in to ePNJPOS terminals.
• Password – Optional password for logging in to ePNJPOS terminals. It is recommended to have a password for manager accounts.  The password is shown in clear text on the account list, but is only visible to users logged in to the eProcessingNetwork Merchant Service Center.
• ClerkID – This will be recorded with the transaction and can be filtered on in the Activity Reports section of the eProcessingNetwork Merchant Service Center. It is recommended to use a unique ClerkID for every clerk.
• IsManager – Set this clerk as a manager.
• IsEnabled – Disabled clerks will not be able to log in to ePNJPOS terminals.
• AcceptSales – Can this clerk process sale transactions.
• AcceptCash – Can this clerk process cash transactions.
• AcceptAuthOnly – Can this clerk process authorize only credit card transactions?
• AcceptReturns – Can this clerk process return transactions?
• AcceptVoids – Can this clerk process void transactions.
• ConvertAuths – Can this clerk convert authorize only transactions to sale transactions?
• ConfirmLast4Digits – Will this clerk be present with a request to confirm the last four digits of the credit card. This is a useful security feature to validate that the physical card is present and that the card information on the MagStripe matches the imprint on the card.

 

The Delete button will remove this clerk from the account.

 

4.4  Account and Receipt Info

The Account and Receipt Info section allows fro general setup of information that is displayed on receipts and optional email receipts.

 

Figure 4–11 Account and Receipt Info Section

 

4.4.1Account Info

This section is for the account information. It is the same information set up during the Quick Setup, however if the Upload Config method was used, it may be incomplete.

 

Figure 4–12 Account Info Configuration

 

Company Name and address information will be displayed on the receipt.

• Email Merchant – Check this box to receive an email for every transaction processed through ePNJPOS. Messages will be sent to the email address (es) configured in Account Config in the eProcessingNetwork Merchant Service Center.
• Email Cardholder – Check this box to have an electronic receipt emailed to the cardholder when the optional Email field is filled in on a transaction form.
• Tax Percent – To have ePNJPOS automatically calculate the tax percentage (e.g. for 8.25% enter 8.25), to manually enter tax amount or leave tax zero, enter 0.

 

4.4.2General Receipt

These settings control what will be displayed on all receipts.

 

Figure 4–13 General Receipt Config

 

• Use Image at Top – If a top image has been uploaded and this field is set to ‘Yes’, the uploaded image will be printed at the top of the receipt. The current image is displayed next to Image.
• Use Text at Top – This text will be displayed at the top of the receipt, below the top image if set to ‘Yes’.
• Use Image at Bottom – If a bottom image has been uploaded and this field is set to ‘Yes’, the uploaded image will be printed at the bottom of the receipt. The current image is displayed next to Image.
• Use Text at Bottom – This text will be displayed at the bottom of the receipt, above the bottom image if set to ‘Yes’.
• Put clerk Name at Bottom – If set to ‘Yes’, the Name field from the logged in clerk will be printed at the very bottom of the receipt.

 

The Upload Images section is for uploading the top and bottom images. If changes have been made to the top section, they will be lost when either Upload button is clicked. Click Save first, then come back and upload the images, or upload images first.

 

To upload and image, click Browse to select the desired image, and then click the Upload button next to it to upload to the appropriate image location.  Only .gif and .jpg images are accepted.

4.4.3Credit Receipt

This configures the additional information that can be displayed on credit receipts.

 

Figure 4–14 Credit Receipt Config

 

The verbiage text will appear towards the bottom of the receipt, after the signature line, and before the bottom text and image. To not display additional verbiage on the receipt, leave this field blank.

• PromptForTips – Will ePNJPOS prompt for a tip amount after credit card is entered? Will print a merchant receipt for Tip, Total and signature, then customer receipt after approval.
• PromptForConvenienceFee – Convenience Fee is used to add a surcharge to the total. Convenience Fee takes priority over Tips, i.e. if both are set to ‘Yes’, only a Convenience Fee will be asked for.
• PromptForCashBack – Ask for cash back amount on debit transactions.
• PromptForTax – Ask for tax amount. If Tax Percentage in Account Info is set, the tax amount will be automatically calculated, and editable.
• AllowDuplicateTransactions – Allow to transactions in the same batch for the same amount on the same card number.

 

The Default Verbiage button sets the verbiage text to the default value.

 

4.4.4Check Receipt

This configures the additional information that can be displayed on credit receipts.

 

Figure 4–15 Check Receipt Config

 

The verbiage text will appear towards the bottom of the receipt, after the signature line, and before the bottom text and image. To not display additional verbiage on the receipt, leave this field blank.

 

Drivers License may be one of three states:

• Required – Clerk must enter driver’s license information.
• Optional – Clerk may enter driver’s license information, but is not required.
• Not to be taken – Clerk may not enter driver’s license information.

 

The Default Verbiage button sets the verbiage text to the default value.