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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 merchants
Here you can create new merchants, 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.
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.
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Changes are live as soon as they are published. However, changes that propagate 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.
Deleting and unassigning
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Merchants can be deleted and terminals can be unassigned.
Obviously, deleting a merchant is a high risk operation and should only be done if there was an error during the onboarding and it is considered quicker to just delete and start over.
Terminals can be unassigned from merchants. This is done if, e.g., a merchant returns the device to you for replacement or to upgrade to an alternative Handpoint device, such as the HiPro. Merchants with no assigned terminals are considered inactive.
When terminals are unassigned from a merchant they are moved to the list of unassigned terminals.
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.
PAX devices (PAX A920, PAX A920PRO, PAX A80,…)
Unassign terminal from old merchant
Assign terminal to new merchant
Go to the PAX device settings --> Apps --> Payments --> Storage --> Clear Cache. The terminal will get its new configuration after restarting the application
Datecs devices (HiLite, Hi5,..)
Unassign terminal from old merchant
Assign terminal to new merchant
Update terminal information if needed
Extract and send the shared secret
Do a flash reset on the card reader with simple instructions provided to the merchant
Initiate an update to the card reader
Point 5 and 6 can be done by the merchant, and require minimal effort.
Locating the Shared Secret
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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 CopyDownload.
You should now be able to paste it into the tool of your choice for sending
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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
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It is possible to use the default values or use custom values that you choose
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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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After making the changes, click Save and Publish.
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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Merchants can be deleted and terminals can be unassigned.
Obviously, deleting a merchant is a high risk operation and should only be done if there was an error during the onboarding and it is considered quicker to just delete and start over.
Terminals can be unassigned from merchants. This is done if, e.g., a merchant returns the device to you for replacement or to upgrade to an alternative Handpoint device, such as the HiPro. Merchants with no assigned terminals are considered inactive.
When terminals are unassigned from a merchant they are moved to the list of unassigned terminals.
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.
Unassign terminal from old merchant
Assign alternative terminal to new merchant
Update terminal information
Extract and send the shared secret
Do a flash reset on the card reader with simple instructions provided to the merchant
Initiate an update to the card reader
Point 5 and 6 can be done by the merchant, and require minimal effort.
You can find the Powerpoint version of this guide here:
Usage Overview (ppt) If you have any questions, you can write an email to the Handpoint support team: support@handpoint.com