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Pax Technology TSYS A920 User Manual

Pax Technology TSYS A920
151 pages
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User Guide
mPOS A920
Mobile Payment Acceptance
User Guide

Table of Contents

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Pax Technology TSYS A920 Specifications

General IconGeneral
Display5.5-inch touchscreen
Operating SystemAndroid
ConnectivityWi-Fi, Bluetooth, 4G LTE
Card ReaderMagnetic stripe
Camera5MP rear camera

Summary

Disclosure Statements

Confidential Notice

Legal notice regarding document confidentiality and ownership of information.

Copyright & Trademark

Information about the copyright and registered service marks of TSYS.

Introduction

Account Activation and Login

Activate Your Account

Steps to activate the merchant account using email and identifying numbers.

Activate your account and sign in for the first time

Instructions for entering login credentials and creating a password.

PIN Entry

How to use the PIN to access the application quickly.

Login to Your Account

Steps to log in to the application using existing credentials.

The Main Menu

Settings, Account Information, and Help

Manage Settings

Customizing transaction settings to fit business needs.

Create a New Tax Rate

Steps to create and assign a new tax rate.

Enable Tips

How to enable and configure tip options for customer transactions.

Set Amount for Signature

Setting the maximum transaction amount that requires a signature.

Enable Invoice Numbers

Adding invoice numbers to transactions for tracking.

View Account Information

Displaying transaction summaries, account details, and application version.

Help

Accessing support, contact information, and privacy policy.

Products, Categories, Discounts and Customers

Viewing Products

How to view, sort, and search products in the inventory.

Add a Product

Steps to add new products with details like name, price, and categories.

Remove a Product

How to change a product's status to inactive or permanently delete it.

Categories

Organizing products into categories for better inventory management.

Discounts

How to create and manage discounts for products or entire orders.

Manage Customer Information

Viewing, adding, and editing customer details for better service.

Transactions

Add a Customer to a Transaction

Associating a customer record with an ongoing transaction.

Begin a Transaction

Starting a new transaction by various methods like quick sale or product selection.

Apply Discounts to Transactions

Applying one or more discounts to the whole order.

Processing a Payment

Reviewing order total and selecting a payment method.

Card Reader

Using the integrated card reader for chip, tap, or swipe payments.

Manual Card Entry

Entering card details manually to process a payment.

Cash Transaction

Processing payments using cash tender.

Tips and Signature

Allowing customers to select tip amounts and capturing signatures.

Approved Transaction

The final confirmation screen after a successful transaction.

Declined Transaction

Actions to take when a credit card transaction is declined.

Forced Authorizations

How to enter a forced authorization code for specific transactions.

Partial Authorizations

Handling transactions where the customer has insufficient funds for full payment.

Open Orders

Generating and managing orders for future processing or same-day tabs.

Returns/Reversal/Void

History

Accessing and reviewing past transaction records.

Transaction History

Viewing details and status of past transactions.

Sorting Transactions

Options for sorting transaction history by date, customer, or payment type.

Filtering Transactions

How to filter transactions by various criteria like ID, status, or date range.

Transaction History Actions

Actions available for individual transactions like viewing receipts or initiating returns.

Process a Return from the Transaction History

Steps to initiate a return for a specific transaction from history.

Receipt Details

Viewing additional transaction details and emailing receipts.

Back Office/Merchant Center

Log Into Merchant Center

Steps to access the online portal for managing business operations.

Creating User Profiles in Merchant Center

Setting up supervisor and operator roles for employee access control.

Creating and Managing Products In Merchant Center

Using Merchant Center to create and manage product inventory.

Product Categories

Organizing products into categories for better inventory management.

Tax Rates

Setting up and managing individual and global tax rates for products.

Add a New Product

Adding products to the inventory with essential information and options.

Manage Discounts in Merchant Center

Managing discounts for products or transactions within Merchant Center.

Adding Discount Reasons

Adding reasons for manual discounts to track promotional activities.

Modifiers

Defining customizable product options like extras or add-ons.

Variations

Distinguishing products with multiple offerings like size or color.

Manage Product Options

Modifying additional product options like discounts, modifiers, and variations.

Assigning Discounts in Product Options

Applying created discounts to specific products in their options.

Assigning Modifiers in Product Options

Assigning created modifiers to products for customization.

Importing Products

Uploading multiple products at once using a template file.

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