Introduction

Back Office Configuration

Back Office Admin

Back Office Payment Method Settings

1. For the Payment Type, select SPPAX. A series of toggles will appear.
   
   
   
2. The Factor4 Cards toggle will be disabled (NO) by default.
   
3. When the Factor 4 toggle is enabled (YES), then the Enable EBT toggle will automatically be disabled and unable to be changed (greyed-out).
   
1. And vice-versa: when Enable EBT is enabled, the Factor 4 Cards option can't be enabled.
   

1. For more information on SPPAX Payment Methods, see the Knowledge Article.

Payment Surcharge

1. You can select and set up the Surcharge Type in Payment Surcharge settings.
2. Surcharge, Service charge, Dual price can apply to SPPAX Factor 4 payment.
3. For more information on Payment Surcharge, see the Knowledge Article.

Reporting

1. Transaction Report: Reports > Transactions (Transactions and Void Transactions tabs). For the Payment Option drop-down select By Payment Name or By Payment Type, then for Tender Name dropdown PAX Fac 4 is displayed (if the Service Type was enabled for the Store).
   
2. Daily Summary Report: Reports > Daily Summary. All PAX Fac 4 payments will be displayed under Deposits.
3. Weekly Summary: Reports > Weekly Summary Report.
4. Sale Summary: Reports > Sale Summary Report
5. Daily Sale: Reports > Account Balance Report. Under Payments, if payments using PAX Fac 4 were made then they will be displayed.
6. Refund Report: Reports > Refund. For the Payment Option drop-down select By Payment Name or By Payment Type, then for Payment Name dropdown PAX Fac 4 is displayed (if the Service Type was enabled for the Store).
   
7. All other reports will function as-is and remain unchanged.
   

POS

Hardware Settings

POS Settings

Under POS Settings, the Default Gift Card Type can be selected as Factor 4 SPPAX.

1. Once selected, when the Gift Card button under Check Option is clicked, the Factor 4 tab will be displayed by default. When the Factor4 tab is selected, it will work as existing SPPAX Factor4 payment.
   
   
   
2. Only when SPPAX payment method is configured to the Store, the Factor 4 SPPAX option will be shown in POS Settings.
   

Issuing a Factor4 Card

1. Issue - When clicked, a number pad pop-up for entering the Amount will be displayed. After providing the amount and clicking on the Continue option in the pop-up, the request will be sent to the SPPAX device.
   
1. When no pax is connected to the POS, a pop up with the message 'No sppax is connected to this device' appears (this also applies to a Balance Check)
   
2. Without entering any value in the field then clicking Continue, a pop up with the message 'Amount can’t be zero' (the value has to be more than 0). 
3. Press Clear to clear any already-typed numbers.
2. Done - The pop-up window will be closed.
3. You can either swipe the card or manually enter the Card Number in the PAX device. The masked card number and the last 4 digits will be displayed on the Gift Card screen.
1. On clicking the Done button, the card details will be updated on the Order screen.
4. When no internet is connected to the POS. The following pop up should be shown in POS (Same will be applied for Balance check). Internet connection appears to be offline
   

1. Note: New cards cannot be issued. They are already available forex cards. 
   
2. Factor4 can be loaded or topped up only by cash or credit card, then the Amount to be loaded will appear on the POS screen similar to any Menu Item placed on the Check.
   

1. Factor 4 checks will appear on the Batch screen. (Select the Pax device from the dropdown). 
2. Checks closed using factor 4 cards will be shown in Batch screen. Tips can be adjusted for the factor 4 checks in batch screen. (Once submit process is completed, factor 4 checks will be cleared).

Balance Check on a Factor4 Card

On the Gift Card screen: when Balance Check is selected, the request will be sent to the PAX device.

1. Either swipe the card or manually enter the Card Number in the PAX device.
2. The masked Card Number and the last 4 digits will be displayed on the Gift Card screen.
3. The available Balance on the Card will be displayed on the Gift Card screen.
4. When Done is clicked, the Gift Card screen will be closed.

Factor 4 Payment

1. After creating the sale on the Order screen, the PAX payment name will appear on the Payment screen.
2. Manually enter the Factor4 Card Number or swipe the Factor4 card in the SPPAX device, then complete the payment process.
   

1. Note: The payment process will work same as the SPPAX payment. 
   

Factor 4 Void

1. You can void the item after payment is completed. You must Delete the Factor4 payment on the Payment screen, and the full payment will be voided. 
2. Partial void is not possible. All payments on the check must be deleted to void. Partial payment can be voided.
3. After closing the check, the check will be under the Closed tab.
   

Void a Check

1. Reopen the check then select Void. You are redirected to the Payment page where the message ‘Payment made on this check. Kindly delete the payment to void the menu item payment’ appears.
   
   
   
2. Select the transaction then click Delete.
   

Remove Item from Unpaid Order

1. If a customer would like to remove an item from an unpaid order, press Void. The message ‘All orders are voided’ appears and the Menu Items on the check will be voided.
   

Void Order Already Sent to The Kitchen

1. If an Order has already been sent to the Kitchen, press Void. The Void Reason pop-up appears containing Reasons previously defined in BO. Select one of the pre-defined Reasons, or type in a Void Reason. After providing the Void Reason and pressing Add, the Menu Item(s) will be voided.
   
   

      

Factor 4 Refund

1. Factor4 checks will appear on the Refund screen.
   
2. Factor4 checks can be refunded using the store payment methods (Cash, Credit card, Membership etc.)
3. Refunds, Refund Menu Items and Refund Without Receipt will all be available for Factor4 checks.

 

Receipt Impacts from Factor 4

          

1. When completing payment via Factor4 card, the Pax Fac 4 line item will appear below the Total.
   
2. The Net Amount paid using the Factor4 card will appear below the line item within Front End Receipts.
3. The Balance Amount remaining from Factor4 will appear as a separate line item on receipts.