Heartland Dinerware PAX S920 Implementation Manual
- Category
- Networking
- Type
- Implementation Manual
PAX S920 Implementation Guide
Rev 03/2020
A Global Payments Company
A Global Payments Company
A Global Payments Company
Setup Guide Template
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Table of Contents
Overview .............................................................................................................................. 1
Assumptions ........................................................................................................................ 1
Dinerware .......................................................................................................................... 1
PAX .................................................................................................................................... 1
Ordering and Account Setup............................................................................................... 1
Point of Contacts ............................................................................................................... 1
Features ............................................................................................................................... 2
The following features are available for the Dinerware PAX S920: .............................. 2
Getting Started Checklist .................................................................................................... 2
Connecting the PAX S920 .................................................................................................. 3
Network Device Setup ...................................................................................................... 3
Dinerware Setup................................................................................................................ 6
Gift Card Setup.................................................................................................................. 7
Updating the PAX S920 ...................................................................................................... 8
Username for the S920 ....................................................................................................... 8
Transaction Types ............................................................................................................... 9
Credit Card with no EMV chip........................................................................................... 9
Insert Credit Card with EMV chip ..................................................................................... 9
Insert Credit Card with EMV chip and PIN request.......................................................... 9
Contactless Credit Card with EMV chip ......................................................................... 10
Credit card manual entry................................................................................................. 10
Credit Card Void .............................................................................................................. 10
Credit Card Refund ......................................................................................................... 11
Transaction Finalizing and Adjustments ........................................................................ 11
Transaction Batching/End of Day ..................................................................................... 11
Post-Implementation Checklist ......................................................................................... 12
Setup Guide Template
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Troubleshooting ................................................................................................................. 12
Contact Information ........................................................................................................... 13
Date Document Version Author Summary
03/20/2020 V 1.0 BB Initial release
Setup Guide Template
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Overview
PAX S920 is the latest integrated payment solution for Dinerware customers who wish to offer high levels
of transactional security combined with the latest EMV technology.
To use PAX, merchants need to be both Dinerware and Heartland Payment Solution customers.
This guide will help users implement the PAX S920 device for use with the Dinerware restaurant POS
system. This guide is designed to help setup the interface from Dinerware to PAX and act as a quick
reference for implementation, common scenarios and frequently asked questions.
Assumptions
Dinerware
Intermediate knowledge and understanding of Dinerware is expected.
For more detailed instructions on the general use of Dinerware please refer to the official Dinerware user
manual: Dinerware user manual.
PAX
Basic knowledge and understanding of PAX is expected.
More information on basic PAX procedures can be found later in this manual. For more detailed
instructions on the general use of PAX please refer to the official PAX user manual.
Ordering and Account Setup
Point of Contacts
The following point of contacts are utilized through the implementation process:
Dinerware – Dinerware Team:
• Dealer Dinerware Support: Call (206) 297-1241 option 2.
• Dinerware End User Support: Contact your Dinerware Dealer.
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Heartland – Product Ops Integration: BroadPOS and additional support, contact Product Ops
Integration (ProductOpsIntegration@e-hps.com or (888) 909-8498).
Features
The following features are available for the Dinerware PAX S920:
Note: Bartabs are not supported on the S920.
• EMV
• Credit card processing
• Voids
• Auto Batching
• Pay at the Table
• Debit Transactions
• On Device Signatures
• Gift Card Processing
Getting Started Checklist
The following are the minimum requirements for installing a PAX S920 device within Dinerware:
PAX S920
Configured BroadPOS account
PAX profiles configured
o Devices are set for Auto Batching
o Devices share a Device ID
o Each device has a Unique Device ID
Note: BroadPOS profiles are maintained by Product Ops Integration (ProductOpsIntegration@e-hps.com
or (888) 909-8498). Please contact Product Ops Integration should you require information or changes to
your profile.
Dinerware version 4.0.0.731 or higher
Dinerware PAX-enabled license
Dinerware compatible terminal/PC
Wireless Internet Connection
Employee IDs
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Connecting the PAX S920
Important: To modify fields on the PAX S920 device, press the button above the 3 button and type in the
password. Type in the desired changes, and then press the green Enter button on the keypad.
Network Device Setup
1 Power the device on.
2 Press the Menu button.
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3 Enter the default password (Contact ProductOpsIntegration@e-hps.com or (888) 909-8498 for
the password) and press the green Enter button on the keypad.
4 Press the down arrow onscreen and select 1. System Settings.
5 Press the down arrow and select 1. Pay At The Table.
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6 Select 2. Server URL and check that it’s set to the Local IP Address of the Brian.
7 Return to the Main Menu, press the down arrow, and select 2. Communication.
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8 Enter the password again.
9 Press the down arrow twice.
10 Select 1. Wifi Parameters.
11 Select 1. SSID and enter the name of the Wireless Network and press Enter.
12 Select 3. Password and enter the password for the Wireless Network then press Enter.
Dinerware Setup
1 Launch the Dinerware Brain.
2 Install a license that’s authorized for use with the PAX Provider.
3 Select [Configure Credit/Gift Processor(s)].
4 Enter the PIN and Password and press OK.
5 Under Credit Card Processors, select the PAX Provider and press Configure Processor.
6 Press Setup Credit and a prompt appears indicating that PAX is now configured.
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7 Restart Dinerware Brain.
Gift Card Setup
1 Launch Dinerware Brain.
2 Select [Configure Credit/Gift Card Processor(s)].
3 Enter the PIN and Password and press OK.
4 Under Gift Card Processors, select the PAX Provider and press Configure Processor.
5 Press Setup Gift and a prompt appears indicating that PAX is now configured.
6 Press OK.
Notes:
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• From here, Gift cards will be enabled and setup as normal in the Dinerware workstation by
navigating to Manager then System then Gift Cards.
• Gift Card transactions will now be performed on the PAX device itself.
Updating the PAX S920
• Your merchant profile is maintained by Product Ops Integration (Contact
ProductOpsIntegration@e-hps.com or (888) 909-8498 for assistance). If an update is needed,
Product Ops Integration will update your merchant profile with requested changes and
maintenance updates. When complete, Product Ops Integration will "push" the change to the
PAX S920.
• In order for a PAX device to receive an update from BroadPOS/ Product Ops Integration it must
be clear of transactions and power cycled. For example, there is an update pending for a PAX
device. After it has completed auto batching, unplug the devices power adapter for 10 seconds
then plug it back in.
• Common change requests are typically around IP address and Networking for the PAX device,
along with adding, changing or removing merchant card types. Please contact Product Ops
Integration for further information on configuration options.
• To update the PAX S920 device, please contact Product Ops Integration
(ProductOpsIntegration@e-hps.com or (888) 909-8498) for assistance.
Username for the S920
The LOGIN button on the S920 takes you to the Username screen. Run the Employee IDs report to get
the username.
1 Go to the Manager page.
2 Select [report name].
3 From the Choose the Report Category dropdown select Labor then select the employee’s ID
number.
4 Click Show Report.
5 The value in the System ID field is the Username.
6 The password is the Dinerware PIN for login.
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Transaction Types
Credit Card with no EMV chip
1 Create a ticket with an item(s) in Dinerware and commit the ticket.
2 On the S920, press Login and enter the username and password.
3 Select the ticket (defaults to table name) to be paid.
4 Review the ticket details and press Func to continue.
5 Select the Pay option.
6 Select the payment method Credit.
7 Select the tip amount, if applicable.
8 Swipe the card to complete the transaction.
9 The ticket is now paid and you can return to Dinerware to close the ticket.
Insert Credit Card with EMV chip
1 Create a ticket with an item(s) in Dinerware and commit the ticket.
2 On the S920, press Login and enter the username and password.
3 Select the ticket (defaults to table name) to be paid.
4 Review the ticket details and press Func to continue.
5 Select the Pay option.
6 Select the payment method Credit.
7 Insert the card chip side up.
8 Select the tip amount, if applicable.
9 Once approved, remove the card.
10 The ticket is now paid and you can return to Dinerware to close the ticket.
Insert Credit Card with EMV chip and PIN request
1 Create a ticket with an item(s) in Dinerware and commit the ticket.
2 On the S920, press Login and enter the username and password.
3 Select the ticket (defaults to table name) to be paid.
4 Review the ticket details and press Func to continue.
5 Select the Pay option.
6 Select the payment method Credit.
7 Insert the card chip side up.
8 When prompted, enter the PIN.
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9 Once approved, remove the card.
10 The ticket is now paid and you can return to Dinerware to close the ticket.
Contactless Credit Card with EMV chip
1 Create a ticket with an item(s) in Dinerware and commit the ticket.
2 On the S920, press Login and enter the username and password.
3 Select the ticket (defaults to table name) to be paid.
4 Review the ticket details and press Func to continue.
5 Select the Pay option.
6 Select the payment method Credit.
7 Tap the contactless card on the screen of the S920 to trigger the transaction.
8 Select the tip amount, if applicable.
9 Once approved, remove the card.
10 The ticket is now paid and you can return to Dinerware to close the ticket.
Credit card manual entry
1 Create a ticket with an item(s) in Dinerware and commit the ticket.
2 On the S920, press Login and enter the username and password.
3 Select the ticket (defaults to table name) to be paid.
4 Review the ticket details and press Func to continue.
5 Select the Pay option.
6 Select the payment method Credit.
7 When prompted to swipe/insert card, type the card number, and press Enter.
8 The ticket is now paid and you can return to Dinerware to close the ticket.
Credit Card Void
1 On the Dinerware workstation, select a ticket that has been paid.
2 Press Pay then Select Payment then Void and a prompt displays asking you to confirm the void.
3 Press Yes and a message displays asking you to confirm the void.
4 Press Yes and the following message displays: PIN Pad processing transaction(s).
5 The payment will be removed.
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Credit Card Refund
1 Press Manager then Credit Refund and a prompt appears informing you that this method of
refunds will not be associate with a ticket.
2 Press Yes and type in the return amount.
3 Press OK.
4 You can enter the card information by swiping, inserting the card, contactless, or manual entry.
Note: Alternatively, users can reopen a ticket and void the payment transaction. This method
maintains the association between the refund and the original ticket.
Transaction Finalizing and Adjustments
As of Dinerware version 4.0.0.731 or higher transactions can now be finalized and adjusted from any
Workstation that is configured with a PAX device.
The following conditions must be met for this functionality to work correctly:
• Each Dinerware Workstation has its PIN pad settings configured with an IP Address for a PAX
device.
• All PAX devices are properly configured and on the same network as the Workstations.
• All PAX devices share a Device ID which is configurable on BroadPOS by Product Ops
Integration (ProductOpsIntegration@e-hps.com or (888) 909-8498).
• All PAX devices have a Unique Device ID assigned which is configurable on BroadPOS by
Product Ops Integration (ProductOpsIntegration@e-hps.com or (888) 909-8498).
Note: Transactions will only display locally on the devices that they originated on and only for the
initial sale amount requested. Tips, adjustments, voids etc. will not be viewable on the PAX
device(s) itself. To view and reference transaction please use Dinerware or logon to the
Heartland Portico Gateway
Transaction Batching/End of Day
This section contains helpful definition for auto batching and EOD (End of Day) procedures.
Auto batching: This is the PAX Autobatch process that automatically settles merchant transactions daily
at the same time.
PAX S920: By default, sites are configured for Auto Batching at 2:00AM daily local time. This setting is
controlled by the Broad POS profile, which is managed by the Special Product Team. At the specified
time, transactions are automatically transmitted by the PAX S920 and settled.
Note: Verify that each PAX device has its local time set correctly.
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Dinerware: By default, sites are configured for EOD at 2:02AM daily local time. Dinerware will mark
transactions as settled independently of PAX.
This needs to match the time of the PAX device(s). To set the EOD in Dinerware, navigate to Manager to
System to Time to Start New Business Day at to Set to 02:00:00AM.
To change the EOD on the PAX device send a request to Product Ops Integration
(ProductOpsIntegration@e-hps.com or (888) 909-8498). Product Ops Integration then configures the
account on BroadPOS for the requested time.
Note: Ensure that the chosen time for EOD/Auto Batching is set late enough in the day that users will
have the necessary time to finalize transactions and assign tips as users will not be able to modify any
transactions once they have been batched and settled.
Post-Implementation Checklist
Verify that the following items have been addressed to complete the PAX implementation with Dinerware:
PAX device(s) are connected to the proper network:
• Each PAX device has a unique IP Address and is a part of the proper subnet.
• The gateway IP and DNS match the network.
• The LAN Parameters have been set to Static.
• The local time on PAX device(s) is set correctly.
• Refer to the Network Device Setup section for instructions.
Dinerware Brain has been configured:
• The PAX-enabled license has been installed.
• The PAX provider has been selected and configured.
• Refer to the Dinerware Setup section for instructions.
BroadPOS account has been configured:
• Auto batching has been enabled on all PAX devices.
• The devices share a Device ID.
• Each device has a Unique Device ID.
• The PAX auto batch time matches Dinerware EOD (Start New Business Day).
Troubleshooting
This section provides trouble shooting procedures for the following issues:
• The PAX S920 device and Dinerware not communicating.
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• Device communication errors.
Contact Information
Heartland – Product Ops Integration: Email ProductOpsIntegration@e-hps.com or Call (888) 909-
8498.
Dinerware – Dinerware Team:
• Dealer Dinerware Support: Call (206) 297-1241 option 2
• Dinerware End User Support: Contact your Dinerware Dealer.
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Heartland Dinerware PAX S920 Implementation Manual
- Category
- Networking
- Type
- Implementation Manual
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