Online Credit Card Setup

LEGACY

EMV-S4

EMV-TR

Step 1.

General System Control Settings > Licensing Tab

•Credit Card Processing licensed and Active
(One EMV module can be activated if using both Legacy and EMV)

•Signature Capture = checked (If using signature capture devices)

•EMV - Shift-4 licensed and Active

•EMV - Tender Retail should be inactive.
•Credit Card Processing may be active if using both legacy and EMV

•Signature Capture = checked

•EMV - Tender Retail licensed and Active

•EMV - Shift-4 should be inactive.
•Credit Card Processing may be active if using both Legacy and EMV

•Signature Capture = checked

Step 2.

External Communications Settings

N/A

Shift-4 tab:

•UTG Server ID ___
•Description ___
•Server Address or Name ___
•Port Number ____
•Location(s) ___

Tender Retail tab:

•MCM Server ID ___
•Description ___
•IP Address ___
•IP Port Number___
•Location(s) ___
•Refund Terminal ID ___
•Settlement Type ___

Step 3.

Payment Card and Device Settings >EMV Tab

N/A

•Client ID ___
•Server Time Out ___
•Shift-4 Local EMV unchecked (unless Shift-4 is using the cloud (Formerly called SaaS - Software as a Service) A version of STORIS in which the system software is located on a server machine maintained by STORIS, thus relieving clients of the burden of purchasing and maintaining their own servers. Clients communicate with the server via a wide-area network connection. configuration to run on a  local PC)
•Manual Authorizations at Non-Process Locations is discretionary

Manual Authorizations at Non-Process Locations is applicable and is discretionary.

Step 4.

Payment Card and Device Settings >Legacy Tab

Set up required; Manual Authorizations at Non-Processing Locations is discretionary

N/A

N/A

Step 5.

Electronic Merchant Settings

Setup merchants to be defined in the Warehouse Location Settings; may define multiple merchants to accommodate multiple locations

N/A

N/A

Step 6. Warehouse/Store Location Settings >Credit Card Tab

• Credit Card Merchant (Electronic Merchant Settings)

• EMV enabled = unchecked

• Signature capture checked when a signature capture device will be used

• Set up in each location defined in External communications settings
•EMV Enabled = checked
•Credit Card Merchant set if using Legacy credit card as well

•Signature Capture = checked

• Set up in each location defined in External communications settings
•EMV Enabled = checked
•Credit Card Merchant set if using Legacy credit card as well

•Signature Capture = checked

Step 7. Warehouse/Store Location Settings >Credit Card Tab>Global Action, Shift-4 Location Authorization

N/A

•Shift-4 Serial Number
•Shift-4 Auth Token
•Click "Get Access Token" if not already retrieved

N/A

Step 8.

Cash Drawer Settings

Not required

• Create cash drawer

• Pin Pad identifier – as defined in UTG

• Store number as defined in external communications settings

• Create cash drawer

• Pin Pad identifier – as defined in MCM

• Store number as defined in external communications settings

Step 9.

POS Bar Code Control Settings

Not required

• Cash Balancing is not required. Please take note of Bar Code Control Settings

• If NOT balancing by drawer, indicate if using drawers in order to activate the cash drawer entry upon logon

• Cash Balancing is not required. Please take note of Bar Code Control Settings

• If NOT balancing by drawer, indicate if using drawers in order to activate the cash drawer entry upon logon

Step 10.

Credit Card Payment Settings

•Set up required for each credit card payment type to be used

•External Processor Code is not needed

Must define External Processor Code as shown:

    AX = American Express
    DC = Diners Club
    JC = JCB/Japan Credit Bureau
    MC = MasterCard
    NS = Discover/Novus
    VS = Visa
    SR = Sears

Must define External Processor code as shown:

AMERICAN EXPRESS = American Express
 DISCOVER = Discover
 MASTER CARD = Master Card
 VISA = Visa

Step 11.

Debit Card Payment Settings

Set up required if debit card payment type will be used

Must define External Processor Code as DB' Debit

Must define External Processor code as DEBIT = DEBIT

Step 12.

Credit Card Validation Settings

Must be defined for each card type

N/A

N/A

Step 13.

Create a User > General tab > Enable Signature Capture

If using terminal servers and a signature capture device, enable this setting to ensure that the terminal server/remote desktop login defaults with this setting checked.

If using terminal servers enable this setting to ensure that the terminal server/remote desktop login defaults with this setting checked to activate the pin pad.

If using terminal servers enable this setting to ensure that the terminal server/remote desktop login defaults with this setting checked to active the pin pad.

Step 14.

Point of Sale Control Settings > Customer tab > REFUND—Original Payment checkbox

Determine whether or not to restrict refunds to the original form of payment when processing returns

Requires refunds of credit/debit cards to the original form of payment when processing refund. This is hardcoded regardless of setting.

Requires refunds of credit/debit cards to the original form of payment when processing refund. This is hardcoded regardless of setting.

LEARN & TEST Accounts

Please contact STORIS to activate your LEARN or TEST account to conduct online EMV/Legacy Credit Card testing