Setting Up Regions/Stores/Devices

    A device is a uAccept Point of Sale (POS) machine. You can manage all customer transactions through your POS device. Devices are assigned to stores and stores are assigned to regions.

    NOTE: You must perform these steps to link the device to your account.

    To add a device to your uAccept POS account, follow these steps:

    1. From the System Management tab, select Device Settings.

    2. In the Devices section, click Add.

    Add_Device_1.png

    3. In the ID field, enter the Device ID.

    The Device ID can be found on a sticker on the bottom of the POS, with another on the back near the connector ports. It is also located on the back of the Quick Start Guide.

    4. In the Name field, enter a name for the device.

    5. In the Description field, enter a description, if desired.

    6. From the Store drop-down menu, select the store to which the device will be assigned.

    7. In the Store and Forward section, select a Store and Forward option.

    • Disabled — the POS device cannot process credit card payments without an internet connection.
    • Automatic — the POS device automatically enters Store and Forward mode when internet connection is lost.
    • Manual — allows you to enter Store and Forward mode from the device, with or without an internet connection.
    • Automatic and Manual — the POS device automatically enters Store and Forward mode when internet connection is lost and allows you to enter Store and Forward mode from the device, with or without an internet connection.

    Note: Please note that while you are able to enable Store and Forward in your uAccept account, this feature is not available on your POS until a future release.

    8. From the Status drop-down menu, make sure Active is enabled.

    9. From the EMV Status drop-down menu, select Enabled to accept credit cards using the EMV reader.

    Note: EMV is only available to customers using the Velocity payment gateway. An EMV solution for customers using all other payment gateways is currently under development. This EMV solution will be available on your POS in a future release.

    Add_Device_2.png

    The information in the Inherited Information fields has been inherited from the store. Changing this information will only result in altering the settings for this particular device.

    10. In the Tender Options field, check the payment options that you wish to accept on this device.

    The options are CashCredit CardCheck, and Bitcoin.

    11. In the Till Settings section, select the option that you wish to apply to your account.

    • Simple—The Simple method requires that the employee enters the total sum of all bill denominations in dollars and the total sum of all change denominations in cents.
    • Complex A—The Complex A method requires that the employee enters the total amount of each denomination of bills ($1 bills, $5 bills, and so on) in dollars and the total amount of each denomination of change (quarters, dimes, and so on) in cents.
    • Complex B—The Complex B method requires that the employee enters the total number of bills or coins in each denomination, which will then calculate the dollar amount of the denomination.

    12. In the Require Signature field, enter the dollar amount that if a transaction meets or exceeds, will require a signature. Enter 0 to always require a signature.

    13. In the Cash Drop Notification field, enter the dollar amount that if the till meets or exceeds, the POS will notify the employee that they should do a cash drop. Enter 0 to disable this feature.

    14. In the Cash Drop Notification Text field, enter the text that will appear in the notification when the limit of cash in the drawer has been reached.

    15. In the Transaction Authentication field, enter the maximum dollar amount at which a transaction will require authentication before an employee can process it. Enter 0 to disable this feature.

    16. In the Refund Authentication field, enter the maximum dollar amount at which a refund will require authentication before an employee can process it. Enter 0 to disable this feature.

    17. In the Barcode Discount Authentication field, enter the maximum dollar amount at which a barcode discount will require authentication before an employee can process it. Enter 0 to disable this feature.

    18. In the Manual Discount Authentication field, enter the maximum dollar amount at which a manual discount will require authentication before an employee can process it. Enter 0 to disable this feature.

    19. In the Saved Discount Authentication field, enter the maximum dollar amount at which a saved discount will require authentication before an employee can process it. Enter 0 to disable this feature.

    20. Click Save.

    A store is a location that you enter into the uAccept POS system. Devices are added to stores and stores are added to regions.

    To add a store to your uAccept POS account, follow these steps:

    1. From the System Management tab, select Device Settings.

    2. In the Stores section, click Add.

    Add_Store_1.png

    3. In the Name field, enter the name of the store.

    Add_Store_2.png

    4. In the Description field, enter a description, if desired.

    5. In the Zip Code field, enter the zip code for the store.

    6. From the Region drop-down menu, select the region to which the store will be assigned.

    7. In the Hours of Operation Type, select Always OpenSimple, or Complex.

    If you select Simple or Complex, the Hours of Operation fields will display.

    8. In the Hours of Operation section, select the days and times that your business is open.

    9. From the Time Zone drop-down menu, select your time zone.

    Add_Store_3.png

    10. In the Company Logo section, you can click Browse and select your company logo to upload.

    11. From the Receipt drop-down menu, select the custom receipt that you would like to assign to this store. You can also click the Edit button in this field to edit the custom receipt.

    12. From the Text Messaging drop-down menu, select the phone number you would like to use for text message ordering for this store. You can also click the Edit button in this field to edit the text messaging options for this phone number.

    13. In the Screen Displays field, check the menu that you wish to apply to this store. You can also click the Editbutton in this field to edit the screen displays.

    14. From the Status drop-down menu, make sure Active is enabled.

    The Customer Display Message fields allow you to specify messages that appear on the device's customer-facing display.

    15. From the Idle Message drop-down menu, select the default message that you would like to display when the device is idle, or you can select Custom to create your own.

    16. From the End of Transaction Message drop-down menu, select the message that you would like to display when a transaction has been completed or you can select Custom to create your own.

    17. In the Time field, enter the number of seconds that you would like the End of Transaction Message to display before it returns to the Idle Message.

    18. Click Save.

    The following video demonstrates how to edit a store:

    A region is a group of stores. If you have more than one store, this feature may be useful to you. For example, if you have stores in multiple states, you could set up each state as a region. You must set up at least one region in your account.

    To add a region to your uAccept POS account, follow these steps:

    1. From the System Management tab, select Device Settings.

    2. In the Regions section, click Add.

    Add_Region.png

    3. In the Name field, enter the name of the region.

    4. In the Description field, enter a description, if desired.

    5. From the Status drop-down menu, make sure Active is enabled.

    6. Click Save.