Adding a POS

Manage all your customer transactions through your uAccept Point of Sale (POS) device. 

NOTES: 

• Devices are assigned to stores and stores are assigned to regions. You will need to set up your Stores and Regions before connecting the device to your account. 
• We strongly suggest that you use a surge protector or uninterruptible power supply (UPS). If a surge protector is not used and there is a power surge, your warranty may become void.

In this article:

• Connecting the POS Device
• Adding the POS Device to Your Account
• Next Steps

Connecting the POS Device

You've just unboxed your POS device and are ready to get started. Follow these steps to quickly get your new device up and running.

To connect your uAccept POS device, follow these steps:

1. Remove the back cover of the device. (A)

2. Attach the power cord to the device. (B)

3. Plug the power cord into a surge protector, then plug the surge protector into the power outlet.

4. Plug the Ethernet cable into the device (C), then plug the Ethernet cable into your wired router.

5. Plug the cash drawer line cord into the device (D), then plug the line cord into the bottom of the uAccept cash drawer.

6. Press and hold the Power button (E) on the right side of the device until the uAccept startup screen appears.

Adding the POS Device to Your Account

Before you can begin processing transactions, you'll need to connect the POS device to your account in the online web portal. 

To add a device to your uAccept POS account, follow these steps:

1. From the System Management tab, select Device Settings.

2. In the Devices section, click Add.

3. In the ID field, enter the Device ID.

The Device ID can be found on a sticker on the bottom of the POS, with another on the back near the connector ports. It is also located on the back of the Quick Start Guide.

4. In the Name field, enter a name for the device.

5. In the Description field, enter a description, if desired.

6. From the Store drop-down menu, select the store to which the device will be assigned.

7. In the Store and Forward section, select a Store and Forward option.

• Disabled — the POS device cannot process credit card payments without an internet connection.
• Automatic — the POS device automatically enters Store and Forward mode when internet connection is lost.
• Manual — allows you to enter Store and Forward mode from the device, with or without an internet connection.
• Automatic and Manual — the POS device automatically enters Store and Forward mode when an internet connection is lost and allows you to enter Store and Forward mode from the device, with or without an internet connection.

Note: Please note that while you are able to enable Store and Forward in your uAccept account, this feature is not available on your POS until a future release.

8. From the Status drop-down menu, make sure Active is enabled.

9. From the EMV Status drop-down menu, select Enabled to accept credit cards using the EMV reader.

Note: EMV is only available to customers using the Velocity payment gateway. An EMV solution for customers using all other payment gateways is currently under development. This EMV solution will be available on your POS in a future release.

The information in the Inherited Information fields has been inherited from the store. Changing this information will only result in altering the settings for this particular device.

10. In the Tender Options field, check the payment options that you wish to accept on this device.

The options are Cash, Credit Card, and Check.

11. In the Till Settings section, select the option that you wish to apply to your account.

• Simple—The Simple method requires that the employee enters the total sum of all bill denominations in dollars and the total sum of all change denominations in cents.
• Complex A—The Complex A method requires that the employee enters the total amount of each denomination of bills ($1 bills, $5 bills, and so on) in dollars and the total amount of each denomination of change (quarters, dimes, and so on) in cents.
• Complex B—The Complex B method requires that the employee enters the total number of bills or coins in each denomination, which will then calculate the dollar amount of the denomination.

12. In the Require Signature field, enter the dollar amount that if a transaction meets or exceeds, will require a signature. Enter 0 to always require a signature.

13. In the Cash Drop Notification field, enter the dollar amount that if the till meets or exceeds, the POS will notify the employee that they should do a cash drop. Enter 0 to disable this feature.

14. In the Cash Drop Notification Text field, enter the text that will appear in the notification when the limit of cash in the drawer has been reached.

15. In the Transaction Authentication field, enter the maximum dollar amount at which a transaction will require authentication before an employee can process it. Enter 0 to disable this feature.

16. In the Refund Authentication field, enter the maximum dollar amount at which a refund will require authentication before an employee can process it. Enter 0 to disable this feature.

17. In the Barcode Discount Authentication field, enter the maximum dollar amount at which a barcode discount will require authentication before an employee can process it. Enter 0 to disable this feature.

18. In the Manual Discount Authentication field, enter the maximum dollar amount at which a manual discount will require authentication before an employee can process it. Enter 0 to disable this feature.

19. In the Saved Discount Authentication field, enter the maximum dollar amount at which a saved discount will require authentication before an employee can process it. Enter 0 to disable this feature.

20. Click Save.

Next Steps

Take full advantage of your POS device and explore additional functionalities to optimize your POS experience. 

• Connect a Barcode Scanner
• Set Up a Slip Printer
• Connect an EMV Reader
• Set up Screen Displays