Getting started
Purpose: List the hardware and the few things you need in place before you set anything up, and point you to the right starting procedure.
When to use this: Before a new install, a new device, or your first time on the platform.
What you need before you start
- A Merchant ID. Every device is tied to one. You enter it during install and it identifies the location to the processor. If you don't have it, get it from the cloud portal or from your contact before you begin.
- A cloud portal account. Reconciliation, provisioning, and Order & Pay all live in the portal. You sign in with your own credentials.
- Network access. The workstation and handhelds need to reach the local network and the internet. Card readers connect over USB or over the network depending on the site.
- The POS for on-device ordering. A handheld running in the default Order & Pay mode expects the point-of-sale software to be running on the same device. The other handheld modes do not.
Two dependencies on the workstation
The counter PC relies on two third-party pieces. You don't operate them day to day, but you'll see them named during install and in errors, so it helps to know what each one is:
- NETePay: the payment gateway. It's the piece that actually talks to the card processor. If it isn't running, payments fail with a socket error (see Common errors).
- dsiEMVUS: the card-reader middleware. It lets the service drive the EMV reader. The installer bundles it, and during a reinstall you cancel its maintenance prompt because it's already on the machine (see Install & reinstall).
Supported hardware
Workstation
A standard Windows PC at the counter runs the payment service. It talks to a countertop card reader.
Common countertop readers:
- Verifone P400 and Verifone M400
- PAX A920 Pro (also used as a handheld)
Each reader model has a matching secure-device profile you set in the cloud, see the device reference.
Handheld
The handheld payment app runs on these devices:
- PAX A920 and A920 Pro
- PAX A77
- PAX A3700
- PAX A6650
External card readers used with some devices:
- IDTech VP3300
- IDTech VP3350
Full model-to-profile list is in the handheld reference and the workstation device reference.
Where to begin
- Standing up a counter for the first time, or repairing one: start at Workstation · Install & reinstall.
- Setting up a handheld: start at Handheld · Setup & workstation binding.
- Setting up reporting, or creating the config a device will pull down: start at Cloud · Provisioning configs.
