In Retail Pro 9: these instructions apply to new configurations – if the store already was using Global Payments/Genius, it is better to leave their existing settings alone and ONLY update the IP address of the new Genius pin pad in WS Preferences. In addition, these devices come pre-programmed from Global Payments to work at specific stores, so they cannot simply be swapped around from store to store. In order to make one work for another store, the retailer needs to work with Global Payments Support directly to get it changed.
1. Refer to the Retail Pro Site for more information/documentation on setting up and configuring EFT for retailers in the US – documentation is usually under “Cayan”, “Genius” or “Global Payments”
2. On the computer, launch Retail Pro 9
3. Go to WS Preferences. This is the screen you will see and more detail on what each field is:
4. Next, go to System Preferences – Local Preferences – Point of Sale - EFT – General and set up these settings:
5. Next, go down one setting group to Credit Card and set the settings to be like this:
6. Navigate to Local Preferences – Point of Sale – Tenders – Requirements. You will change the following settings for Credit Card, Gift Card, and Debit Card.
a. On the top section, match the settings that are on the top of the screenshot below.
b. In the bottom section, make sure ALL check mark boxes are blank (don’t forget to scroll down to view all the settings in the bottom section
7. Click Update on the side to save the changes
8. TEST: Have the customer test a credit card they can do a sale (using a small Fee or Shipping charge) and then do a return for the same thing to get their money back