How to Set Up & Get Paid with Integrated POS Hardware
Steps to Set Up & Pay with Integrated POS Hardware
1. When your device is delivered, plug it in and power it up
2. Sync the terminal to your Everyware account
a. Go to Settings > Point of Sale tab
b. Click Sync Terminals button to populate the table with details on terminals provisioned for your Everyware site.
Type | Hardware provider issued device model name. |
Terminal Id | Hardware provider issued Id for the device. |
Location Id | Hardware provider issued Id used to differentiate between terminals provisioned for the same Everyware account. |
Status | Displays the transaction-ready status of the terminals synced to the Everyware account. Active = Terminal is synced and available for transactions. Active terminals appear in the Terminal Quick order and Terminal Order window terminal dropdown options. Inactive = Terminal is synced, but not available for transactions. |
Name | Nickname given to the terminal, which can be renamed with the Edit button from the Action column. |
Date Added | Date the terminal was synced initially to the Everyware system. |
Date Modified | Date the terminal settings and status were last updated using the Edit button in the Action column. |
Action | Contains the Edit button to open and update the Name and Status of the respective terminal row. |
3. Create and send a Quick or Detailed terminal order to an active terminal
Quick Terminal Orders The Quick Terminal Order tool allows you to type in the amount due, a new contact, existing contact or no contact profile at all, and then send the order to an active terminal. |
Quick Order for a New Customer 1) In the Quick Terminal Order window, create a new contact with the +Add New Customer button 2) Enter First Name, Last Name and Cell Phone number fields 3) Enter the Amount Due 4) Select an Active terminal from the Terminal dropdown list 5) Send 6) After customer swipes to pay for their order and the successful transaction status will appear in the View Payments page table, where you can click the hyperlinked Account Name to open the new customer's profile. Inside the customer profile, you will also see the POS transaction saved in the Payments tab, where future payments made by this individual will also appear. |
Quick Order for an Existing Customer When a customer who has a contact profile already saved into Everyware is ready to check out in-person: 1) In the Quick Terminal Order window type the contact's name into the search bar 2) Select the matching contact from the search results 3) Enter the Amount Due 4) Select an Active terminal from the Terminal dropdown list 5) Send 6) After customer swipes to pay for their order and the successful transaction status will appear in the View Payments page table, where you can click the hyperlinked Account Name to open the new customer's profile. |
Quick Order for NO contact When you don't need to save a transaction with a contact profile at all, skip the search and add new steps: 1) In the Quick Terminal Order window enter the Amount Due 2) Select an Active terminal from the Terminal dropdown list 3) Send 4) After customer swipes to pay for their order and the successful transaction status will appear in the View Payments page table with the Account Name as 'POS Customer' |
Detailed Terminal Order To include line item details and calculate the order price before sending it to an active terminal to be paid in person, use the Terminal Detail Order function. |
4. Print or Send your POS payment receipt
Available Terminal Models
- the Basic Ingenico Lane/3000 model, which focuses on processing EMV payments for fast multi-lane checkouts. It includes a high-end keypad for seamless PIN entry.
- the Ingenico Lane/5000 model, which focuses on processing EMV payments for multi-lane checkout use cases. It includes a large touchscreen display combined with a compact consumer-facing terminal, enables accelerated checkout, with electronic signature and boosted NFC acceptance, and is designed for the most demanding retail environments.