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EFT Management

An Electronic Financial Transaction (EFT) is the process by which funds are transferred from one bank account to another account electronically.  The EFT Management screens provides access to managing information such as Merchant EFT data, set policy for invalid card swipes, and rules for PIN entry attempts.

 

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Path: Back Office > System Admin > Systems Settings Manager > EFT Management

 

 

 

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Tip: A shortcut to the Systems Settings Manager is clicking the System Settingsicon-sys_settings.pngicon from the Main Menu and then selecting the Password & Failed Login Policy link from the list.


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EFT Management Screens

The EFT Screens are organized according to:

 

Store/Terminal Settings

The Store/Terminal Settings screen allows you to set Merchant information in order to perform EFTs. The fields are described in the table below.

 

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Field

Description

Merchant Number

12-digit merchant ID number

Merchant Zip Code

Warehouse zip code

Merchant Country Code

Warehouse 3-digit country code

Merchant Category

4-digit merchant industry classification

Store Number

4-digit store ID number (default to Warehouse ID)

Terminal Number

4-digit PIN Pad ID number (default to POS ID)

Time Zone Difference

3-digit time difference from GMT time zone

Acquirer BIN

6-digit acquiring bank number

 

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

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Card Reader Options

The Card Reader Options screen manages the payment type entry display and policy/parameters for invalid card swipes. The fields are described in the table below.

 

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Field

Description

Show Payment Type

Identify whether or not to show the payment type entry form

Number of Bad Swipes

Set the number of bad card swipes allowed (0 – unlimited)

Display Ask for Assistance After Max Bad Card Swipes

  • Yes – assistance message is displayed

  • No –  the "Hand card to cashier" message is displayed

Reset Transaction After Max Bad Card Swipes

  • Yes – reset transaction

  • No – display prompt for card swipe again

 

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

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PIN Options

The PIN Options settings screen manages policy/parameters settings for PIN transaction cancellation and PIN entry attempts. The fields are described in the table below.

 

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Step

Action

On PIN Entry Cancel

What should happen when PIN entry is cancelled?

  • 0 – reset transaction

  • 1 – display payment type screen

Timeout for PIN Entry

Identify how long to wait for the customer to enter a PIN before timing out from drop-down list options. (0 equals the system will wait forever)

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Number of Bad PIN Entries

Identify the number of invalid PIN entries allowed. (0 – unlimited)

Display Ask for Assistance After Max Bad PIN Entries

Yes or No

Display Ask for assistance After PIN Entry Timeout

Yes or No

 

Apply Settings

After you have entered all the information for the fields you want set, click on the Apply button at the bottom of the Password & Failed Login Policy screen to apply your entries. Click on Reset to clear the fields and change your entries.

 

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