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Partner name
Name of organization, company, etc
Location information
Address, City, Zip Code,
State and Country
Contact information
Phone number
Email
NOTE
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: You will receive login information via email after your organisation has been set up in the TMS. An organization might be provided with more than one login to the TMS. This can occur if a processor is supporting multiple SWPs or if an SWP is working with more than one processor.
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Clicking the dropdown menu on the right lets you update your user profile.
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Change User Password
It is possible to change the password. Clicking on User Profile we will see the following:
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The management page provides you with a detailed view of your onboarded merchant's terminals.
Creating a Merchant
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As on On the front page, you can create merchants and assign terminals, as well as have access to all other actions from this single page.
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Data can be filtered by the merchant or terminal information for a quick lookup when needed.
Management Page Navigation
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Information can be grouped by merchants or viewed as a list of terminals. In this case, the merchant view is displayed.
This is the hierarchical view of terminals assigned to merchantsA list of your unassigned temrinals can be found here. These are terminals that you may have purchased but have not yet been assigned to a specific merchant. Contact Handpoint to have new terminals added to this list.
Here you can create new merchants and , assign multiple terminals, some Group Actions and Report (generates a report on the devices assigned to each merchant)
More dropdown and Edit Merchant:
More: Allows to generate and consult the available API Key of the merchant, Reset the merchant password and Delete the merchant.
Edit merchant: Merchant information can be updated here if needed, and below this, terminal information can be updated.
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A list of your assigned/unassigned terminals can be found here. Contact Handpoint to have new terminals added to this list.
More dropdown and Edit Merchant:
More: Unassign terminal from the merchant
Edit terminal: Terminal information can be updated here if needed.
Searching and Filtering
The TMS comes with a filtering tool to help you quickly find what you need. It updates the list view below dynamically based on what you input. The dataset it searches through is linked to the selected view (Merchants or Terminals) and is filtered based on all fields for that particular type of entity
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If you want to filter by a merchants merchant's name, location, ID, category code, etc. Simply enter what you are looking for in the filter box and the results will be updated automatically.
Creating Merchants in the System
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Creating a merchant is the first step in onboarding merchants to the Handpoint platform.
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The Handpoint Merchant ID is generated by the system based on what is input in the Merchant Name field.
After the information has been input, press Save. You can stop and restart this process. Once the Merchant Information is complete, you will be given the option to immediately Publish the information and activate the merchant.
Which fields are required?
Typically all fields are required, and the system will let you know if it’s missing some required fields.
Assigning terminals to merchants
Terminals can be assigned from 3 different places in the TMS: from the front page, the top of the management page, or next to an unassigned terminal. They all lead to the same process.
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To Edit a terminal, locate the terminal in the management view and click Edit terminal.
Can I start creating a merchant without assigning terminals?
Yes. It is very possible to first create the merchant and then add the terminal later on when the serial number for that terminal is known.
Where do I locate the Serial Number?
The terminal serial number can be found on the back of the Card Reader and its packaging. It is a unique identifier for the terminal.
Editing a terminal
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Editing a terminal is the final stage in finalizing the onboarding
You can copy duplicate information from the merchant setup to speed up the process.
Fields in the terminal information section might differ depending on which processor the merchant is setup for
When do changes go live?
Changes are live as soon as they are published. However, changes that propogate to the card reader do not go live until the card reader connects to the gateway, i.e., through a transaction or an update. Then the terminal will automatically download and update itself. This generally takes less than a minute to complete.
Save and publish when done.
Locating the Shared Secret
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The shared secret is the key to merchants’ terminals – It needs to be delivered to the organization responsible for storing the key on the behalf of the merchant. Typically it is the ISV’s responsibility.
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To locate the shared secret click Edit Merchant next to the merchant listing in the management page. This will bring up the Merchant Information view.
Locate the Shared Secret field.
Double-click on the text to highlight the shared secret, right-click, and choose Copy.
You should now be able to paste it into the tool of your choice for sending
Tipping Configuration
Handpoint supports tipping on the card reader. If enabled, the card holder cardholder is prompted to tip on the card reader during a sale. The card holder cardholder can choose between preset values, a custom value, or “No Tip” before commencing with the transaction.
Tipping is enabled per terminal and custom values can be configured both on a merchant level and terminal level.
On the merchant level, you can configure custom tip values – This is done in the Edit Merchant or Create Merchant views
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Tipping has to be enabled per terminal and custom values can be configured further there if needed. This is done in the Edit Terminal view.
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Tip Adjustment (EVO and Tsys)
Handpoint card readers support tipping at the point of sale where the tip amount is added directly on the card reader as an extra step during the sale transaction.
To enable this, you must choose the option while assigning terminals to the merchant.
TSYS
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EVO
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Deleting and unassigning
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Merchants can be deleted and terminals can be unassigned.
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Both deleting and unassigning is done from the More dropdown button next to an item in the management view.
Reusing Terminals
Terminals can be reused and moved from merchant to merchant. In order to do so, the following best practices help ensure a smooth merchant experience and minimze the risk of additional customer support.
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