Store and Forward
Before offering or explaining this option, it is important for the customer to know that the best option for credit card processing when offline, is a failover router. This will count with celular data and will allow restaurants to continue processing as well as ensure that the transactions have an approval code, can be tip adjusted and the risk of losing any transactions is close to none.
Please contact Sales for failover router offer to customer.
IMPORTANT
SAF mode will NOT allow transactions to be tip adjusted.
If an EMV device has transactions processed in SAF mode is damaged, the transactions will be lost and the restaurant will lose money.
Store and Forward (SAF) will allow the store to process credit card payments when they are offline. The system will check the connection, if no internet then it will store the transaction information (cc number, amount etc) but it will not send it to the processor until the EMV batches out.
If all transactions go through the information will be updated in Ordyx (approval code, reference number, etc). If not, the customer will get a prompt showing the number of transactions that were not approved and the amount of money they are equivalent to. If after getting the prompt the customer decides to move forward with the closing they can hit FORCE CLOSE, the system will try one more time and if transactions failed to be settled then those payments will be voided in Ordyx and orders will be comp as SAF. The user(s) that processed the payment(s) will need to cash out again.
For this feature to work it needs to be enable on the PT settings in Ordyx and on the PAX Store settings. Store and forward can only be enabled by DOD (David or Remon).
BOH Settings found under Equipment>EMV>select the PT we are working with>expand Support section>SAF>Save
These are the settings that need to be configured on the PAX Store
They will have 4 options for the SAF mode but the one we recommend is Offline on Demand.
The processor/ISO has other settings available on the PAX Store. They can set a maximum amount allow on SAF mode or set a ceiling for the different types of cards.
What can go wrong and what needs to be checked
When testing
The customer can get this message: CONNECT ERROR. In this case we need to check if:
1. The SAF is enabled in our end;
2. If the update was downloaded properly (contact the processor);
3. If the customer did not disconnect the LAN cables.
The customer can get this message: CONNECT ERROR. In this case we need to check if:
1. The SAF is enabled in our end;
2. If the update was downloaded properly (contact the processor);
3. If the customer did not disconnect the LAN cables.
When Closing
The customer can get an error to not be able to settle the batch.
1. The amount of transactions that failed will show as well as the total amount.
2. The customer will need to force close to skip these failed transactions.
The customer can get an error to not be able to settle the batch.
1. The amount of transactions that failed will show as well as the total amount.
2. The customer will need to force close to skip these failed transactions.
3. At this time the EMV will light up with a question about deleting the SAF batch. Make sure the customer hits YES.
4. After forcing the failed transactions will automatically be voided and the affected orders will be comped with "SAF Failure".
4. After forcing the failed transactions will automatically be voided and the affected orders will be comped with "SAF Failure".
5. Cash out the affected employees again if needed.
Important notes:
Transactions that were processed offline will have a reference number starting with 5001. Transaction that were legitimately Declined reference number will be 9001 and up.
We need to make sure we have the customer by the PT so the steps can be followed correctly.
Transactions that were processed offline will have a reference number starting with 5001. Transaction that were legitimately Declined reference number will be 9001 and up.
We need to make sure we have the customer by the PT so the steps can be followed correctly.
IMPORTANT INFORMATION TO BE SHARED WITH THE CUSTOMER
When closing the batch some transactions could fail because the card holder does not have enough funds or the processor can still not be reached (internet still down). Ordyx will display the amount of transactions and total dollar amount involved. The customer can decide to keep trying or to skip and therefore void these failed transactions. Ordyx is not responsible for any of the failed transactions. If they have to rekey any of those the processor needs to be involved.
When closing the batch some transactions could fail because the card holder does not have enough funds or the processor can still not be reached (internet still down). Ordyx will display the amount of transactions and total dollar amount involved. The customer can decide to keep trying or to skip and therefore void these failed transactions. Ordyx is not responsible for any of the failed transactions. If they have to rekey any of those the processor needs to be involved.
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