Retail POS: Receipt Options - Factor 4

Retail POS: Receipt Options - Factor 4


Factor 4 is a Gift Card and a Loyalty Program provider. They empower businesses of all sizes to identify and monetize Customer Loyalty. This article describes the process of integrating Factor 4.

Back Office (BO)

Navigation: Log into BO and select a Store, then navigate to Settings > Payments > Payment Methods

Settings

When SPPAX is chosen as the Payment Type, the Factor 4 option appears and will be Disabled (NO) by default but can be Enabled if needed.
  1. When enabled, then the Enable EBT toggle cannot be Enabled.
  2. Similarly, when Enable EBT is Enabled, then Enable Factor 4 toggle cannot be Enabled.

SPPAX Payment Method in BO 

When creating a new Payment Method (or updating an existing Payment Method): for the Payment Type dropdown select SPPax.


POS

POS Settings

Navigation: Log into POS then select Settings > POS Settings

  1. Factor 4 appears as an option under the Default Gift Card Type section. When selected, it will appear as the default on the Gift Card screen in POS (Receipt Options > Gift Card).

  2. Note: When SPPAX payment is configured for the Store, the Factor 4 option appears under POS Settings.

  3. Factor 4 appears as the default Gift Card Type when the Receipt option is selected.



Gift Card

The Factor 4 tab appears on the Gift Card screen (Factor 4 is the default option when selected under POS Settings). When selected, the screen displays the Card Number and Beginning Balance, with the following button options:

  1. Issue

    1. When no Pax is connected to the POS, a pop-up with the message ‘No Pax is connected…’ appears. This scenario also applies to Balance Receipt.


      1. When Issue is selected, a pop-up for entering the Amount will appear.
      2. When entering the Amount, it must be greater than 0.
        1. Select Clear to clear any already typed numbers.
        2. If no Amount needs to be entered, select Done. The pop-up is closed.
      3. After entering the Amount, select Continue. The Amount is sent to the SpPax device.
      4. Either swipe the card, or manually enter the Card Number, on the SpPax device.
      5. The masked Card Number and the Last 4 Digits appear on the Gift Card screen.
      6. Select Done. The updated card details appear on the Order screen.

    2. When the POS isn’t online, a pop-up with the message ‘Internet connection appears to be offline’ pop up appears in POS.
      1. This scenario also applies to Balance Receipt.

    1. Note: New cards cannot be issued.

    2. Factor 4 can be loaded or topped up only by cash or credit card. The amount to be loaded will be shown on the POS screen, similar to a retail item added to the receipt.


    3. Factor 4 Receipts will be displayed on the Batch screen. (The Pax device can be selected from the device dropdown).


       


  1. Balance Receipt

    1. When Balance Receipt is selected, the request is sent to the SPPAX device.
    2. Either swipe the card, or manually enter the Card Number, on the device.
    3. The masked Card Number and the Last 4 Digits appear on the Gift Card screen.
    4. The available Balance on the Card appears on the Gift Card screen.
    5. When Done is selected, the Gift Card screen will be closed.



  2. Payment Screen

    1. After creating the sale, the SPPAX payment name appears on the Payment screen.
    2. Either swipe the Factor 4 card or enter the Card Number on the SPPAX device to complete payment.
      1. Note: The payment process will work the same as the SPPAX payment.

  3. Refund

    1. Factor 4 receipts will be shown on the Refund screen. They can be refunded using the store’s payment methods (Cash, Credit Card, Membership, etc.).

    2. The options Refund Retail Items, Refund Without Receipt, and Refund will all apply for Factor 4 receipt refunds.
    3. Factor 4 payment method will not be available to refund Factor 4 receipts and other Receipt types. 
    4. Note: Pre auth and Tip adjustment will not apply to Factor 4 receipts.


Factor 4 Receipts

  1. When payment is completed using a Factor 4 card, the net Amount paid appears as the Pax Fac 4 line item below the Total.

                        

Balance Display on Receipts

POS

Merchant Copy

  1. The Factor 4 Balance left on the card will appear on the Merchant copy.
  2. The Balance will be the remaining value on the card after the sale was completed.
  3. It will appear below the Signature on the Merchant copy.

Customer Copy

  1. The Factor 4 Balance left on the card will appear on the Customer copy. 
  2. The Balance will be the remaining value on the card after the sale is completed. 
  3. It will appear below the Total amount on the Customer copy.


Notes

  1. The Factor 4 Balance will appear while making a retrieve copy.
  2. When a receipt is reopened then payment is clicked and the receipt is printed: the Factor 4 Balance will appear on the Merchant and Customer copies.
  3. When a Factor 4 card is loaded and Merchant and Customer copies are printed: the Factor 4 Balance will appear in the same section.

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