EFT with Global Payments (Cayan Genius)

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About Global Payments (Cayan Genius)
This topic explains how to configure and use Prism to perform and process electronic funds transfer (EFT) transactions using Global Payments (formerly Cayan and before that MerchantWare) and the Genius customer engagement device.
Global Payments with Genius securely integrates the following payment types into a single platform:

• Credit card
• Gift card
• Debit card*

* Debit card transactions are not available with the Genius Mini version.
Genius is a PA-DSS validated web-based processing solution that provides merchants with a single platform and interface to perform EFT transactions over a secure Internet connection.  The Genius Customer Engagement Device (CED) is the hardware device that sits on the countertop and reads the customer card and accepts customer signatures. The Genius device connects to the POS via IP network cables. The CED accepts all traditional swiped credit cards, PIN debit cards, and gift/loyalty cards. All signatures are captured directly on the CED screen and stored digitally (instead of on paper receipts).

About Genius 2.0 and Store & Forward Changes
Prism 2.1 and later supports the new Genius 2.0 devices, including the Genius 2.0 Store & Forward on-device implementation. Store & Forward is a feature of Genius that stores EFT transactions offline in the event the network connection is lost. When the network connection is restored, the offline transactions are automatically forwarded to the Genius endpoints.

Genius 2.0 devices are next-generation Genius devices with the following improvements:

• Firmware 6.x.x.x and up (Legacy Genius devices have firmware 5.x.x.x)
• On-board Store & Forward application

Limitations and Considerations for Genius 2.0

• If you do not have Genius 2.0 devices, you can continue using your Genius 1.0 devices with the same setup you had before. Nothing changed.
• Using Genius 2.0 devices WITHOUT Store & Forward does not require a change of setup, except for the IP Address of the Genius device. In addition, the Cayan account (EFT Server configuration) setup can remain at Store level.
• Using Genius 2.0 WITH Store & Forward requires updating of endpoints in Admin Console > Node Preferences > Transactions > Tenders > EFT Server Configuration at WORKSTATION level.
• The Cayan account setup should be done at WS level, as the endpoints are configured to point to a specific Genius device
• When setting up the Genius 2.0 device for Store and Forward, the Port number should be set to 8443 (SSL) (in the WS HAL configuration)
• Transactions NOT available while Genius 2.0 Store & Forward is OFFLINE: Gift card transactions (CED or Bypass), Credit Card Bypass transactions (Webtransport) and Debit transactions

Prism Version Compatibility for Genius 2.0
Prism 2.1.0.

Basic Steps for Configuring Genius and Prism
(Refer to the notes above for requirements when using Genius 2.0 and Store & Forward)
1. Connect the Genius device to the workstation. (If you will be selling/redeeming gift cards, you must connect an encrypted MSR as well.
2. (Subsidiary or Store level) Configure preferences in Transactions > Tenders > EFT Server Configuration.
3. (Subsidiary or Store level) Configure preferences in Transactions > Tenders > EFT.
4. (Workstation level) Configure HAL settings for each workstation using EFT.
5. Reboot your system and perform test transactions.

Limitations

• Encrypted MSR device required for selling (activating), adding value to, or checking balance of gift cards (not required for redeeming gift cards)
• Entry of CVV values is not supported
• Offline mode auto reconciliation is not supported
• Auth and Settle is not supported
• Check verification is not supported
• Decimal quantities are not supported
• Maximum line item quantity of 999
• Separate licensing required
• Maximum transaction limit of $214,748.36

Supported Barcode Readers
The following barcode readers are supported for use with the Genius device: Infiniea Tab M Barcode Reader and Honeywell Captuvo SL62
Infinea Tab M Barcode Reader
Retailers running RP Prism on an iOS device can use the Infinea Tab M Barcode Reader to swipe credit cards and scan bar codes. The Infinea Tab M Barcode Reader is a handheld reader with a small footprint of less than 5 oz., making it well suited to use with mobile devices like the iPad.
No configuration is necessary. The Infinea is ready to use as soon as it is plugged into the iPad.
The Infinea device works with Global Payments transport using IDTech encryption. This has two important ramifications:

• The Infinea Tab M can only be used with credit cards. It cannot be used with gift cards
• For Gift Card transactions, you must enter the number manually, or use a Genius device (redemptions only)

Honeywell Captuvo SL62
The Honeywell Captuvo SL62 sled encases the popular iPad mini, transforming it into a full-fledged POS workstation complete with a bar code scanner and card swipe.  The Captuvo SL62 sled is a rugged device that protects all versions of the iPad mini against wear and tear. Importantly, the unit can be held with one hand as items are scanned. Battery power to the iPad mini is additionally supported by the SL62 to reduce downtime and maximize productivity. The Honeywell Captuvo relies on the same IDTech encryption technology as the Infinea TabM. This means that the Honeywell Captuvo SL62 can only be used with credit card transactions. For gift card transactions, users must use the Web Form for the transactions (or the Genius device, if available).

Configuration
Important: The information in this section DOES NOT apply to the Genius Mini device. For information about configuring Genius Mini, see the "Genius Mini" section of this document.

About the Prism Proxy
The Prism Proxy acts as a gateway for handling requests/responses between a client and the Prism server. Hardware-related requests/responses, including those for the Genius device, are directed through the Proxy's Hardware Abstraction Layer (HAL).
You need to install the Proxy on each iPad or workstation that will host a Genius device. When installing the Proxy, point the Proxy to the Prism server. When launching Prism from a web browser, use the name of the workstation that has the Genius device followed by a colon and the port number of 8080 or 8443 if using Genius 2.0 with Store and Forward.
https:\\myworkstation:8080
OR
https:\\myworkstation:8443

After you log in to Prism for the first time, in the list of workstations on that Prism server you'll see an entry for the iPad/workstation name (in addition to an entry for the Proxy name). 
Click the Edit button for the iPad workstation record.  
Set the WS# in the iPad Workstation record and save the changes.
All EFT configuration (except for Genius Mini device) is done in the HAL settings of the Proxy workstation record, not the HAL settings of the iPad record. Configuration of the HAL settings is explained in a later subsection of this "Configuration" section.
EFT-related preferences
There are various preferences that must be configured to use Genius with Prism. Refer to the following table. Debit card settings do not apply to the Genius Mini.

Preference Path	Type of information to enter
Node Preferences > Transaction > Tenders > Requirements	Make sure Gift Cards, Credit Cards and Debit Cards are enabled as tenders for Take, Give, Return, etc. Define a cash back limit for debit cards in the Max Over Tender field. Most retailers ask Global Payments to enable Cash Back for debit cards on the Global Payments side. In that case, the retailer would leave the Max Over Tender preference at $0.00. You can also set Credit or Debit as the default Take or Give tender in this area (default = Cash)
Node Preferences > Transaction > Tenders > EFT Server Configuration	Enter Merchant info specified on the setup sheet (Merchant Name, Merchant Site ID, and Merchant Key).
Workstation Preferences > HAL	At each workstation with a Genius CED installed, configure HAL preferences. Specify the LED of the Genius device. Genius Mini users must select the Genius Mini checkbox in HAL settings.

EFT Server Configuration Preferences
In the Transactions > Tenders > EFT Server Configuration area, select Cayan/Genius from the dropdown. Enter the various website paths and merchant info specified on the setup sheet (Merchant Name, Merchant Site ID, Merchant Key). Edit the endpoints to the correct values for your network. You can set the default values to either the store and forward defaults (SNF Defaults button) or the standard server defaults (Standard Defaults button).
Prism with Genius 2.0 without Store & Forward:
Use the old non-Store & Forward endpoints (displayed when user clicks "Standard Defaults" button). When the user clicks the Load Default Addresses button, the default paths and endpoints are loaded. Users can manually edit endpoint IP addresses, if needed. After the user clicks Load Default Addresses, addresses are updated and the user sees two new buttons: Standard Defaults and SNF Defaults.
New Endpoint configuration for Genius 2.0 WITHOUT Store & Forward

Fied	Endpoint
WebStageServer	https://transport.merchantware.net/v4/transportService46.asmx
GeniusStageServer	https://transport.merchantware.net/v4/transportService46.asmx
WebCreditEndpoint	https://ps1.merchantware.net/Merchantware/ws/RetailTransaction/v46/Credit.asmx
WebServer	https://transport.merchantware.net/v4/transportweb.aspx?transportKey=
WebGiftEndpoint	https://ps1.merchantware.net/Merchantware/ws/ExtensionServices/v4/GiftcardMagensa10.asmx

EFT Standard Defaults settings (not using Store and Forward) showing Load Default Addresses button:

Prism with Genius 2.0 with Store & Forward
If you plan to use your Genius 2.0 device with Store and Forward, please modify you endpoints according to the table below. Remember to do this at Workstation level, not Store level. As Genius 2.0 devices offer an On-Device Store & Forward solution, the endpoints for Store & Forward have to point to the actual devices IP address and can not be set at Store level. Note: x.x.x.x indicates the IP address of your Genius 2.0 device.  (Note: Global Payments used to be known as Cayan and prior to that was known as Merchantware. That's why some of the endpoints include the word "merchantware.")

Field	Endpoint
WebStageServer	https://x.x.x.x:8443/v4/transportService46.asmx
GeniusStageServer	https://x.x.x.x:8443/v4/transportService46.asmx
WebCreditEndpoint	https://x.x.x.x:8443/Merchantware/ws/RetailTransaction/v46/Credit.asmx
WebServer	https://transport.merchantware.net/v4/transportweb.aspx?transportKey=
WebGiftEndpoint	https://ps1.merchantware.net/Merchantware/ws/ExtensionServices/v4/GiftcardMagensa10.asmx

SNF Defaults
Click SNF Defaults, to let Prism set the defaults for the device on the local host.
Sample SNF defaults with endpoints pointing to the version of Store & Forward included on the Genius 2.0 device:

 SNF Defaults

Field	Endpoint Address
Credit Schema	http://x.x.x.x:7500/v4/transportService.asmx
Gift Schema	http://x.x.x.x:7500/merchantware/40/GiftcardMagensa10
Credit Endpoint	http://x.x.x.x:7501/Merchantware/ws/RetailTransaction/v4/Credit.asmx
Gift Endpoint	http://x.x.x.x:7501/Merchantware/ws/RetailTransaction/v4/GiftcardMagensa10.asmx
Web Transaction Server	http://x.x.x.x:7500/v4/transportweb.aspx?transportKey=

Standard Defaults

Field	Endpoint Address
Credit Schema	http://transport.merchantware.net/v4/transportService.asmx
Gift Schema	http://schemas.merchantwarehouse.com/merchantware/40/GiftcardMagensa10
Credit Endpoint	http://ps1.merchantware.net/Merchantware/ws/RetailTransaction/v4/Credit.asmx
Gift Endpoint	http://ps1.merchantware.net/Merchantware/ws/RetailTransaction/v4/GiftcardMagensa10.asmx
Web Transaction Server	http://transport.merchantware.net/v4/transportweb.aspx?transportKey=

EFT Server Configuration Fields

Field	Description
Use Genius Device	Select the check box to indicate that a Genius CED is being used.
Logo Location	(https: address only) Enables retailers to add a custom image or company logo to the web form. Enter the full path to image.
Credit Schema	(auto-populated) The location of the schema file for credit card transactions.
Credit Endpoint	(auto-populated) The address of the server that is used for some credit card transactions, such as voiding.
Merchant Name	(required) The merchant's name, as specified in the setup sheet. Most other fields on this screen are auto-populated.
Merchant Site ID	(required) Identifies the merchant's store site, specified in the setup sheet.
Merchant Key	(required) The merchant's unique key, specified in the setup sheet.
Software Name	(required) The name of the software. Enter "Prism"
Software Version	(required) The version of the software. Enter "1"
Redirect Location	(auto-populated) The IP address of the redirect location.
Gift Schema	(auto-populated) The schema file for gift card transactions.
Gift Endpoint	(auto-populated) The address of the server for some gift card transactions.
Web Transaction Server	(auto-populated) The address of the server used to prepare transactions.
Terminal ID	This field serves as a unique identifier (", a.k.a. the "Mastercard Card Acceptor Terminal ID") that enables the processor to trace each transaction back to the point of origin. This field serves a similar purpose as the EFT Client Identity setting in RP 9 Workstation Preferences > EFT.  The difference is that the Terminal ID is not visible in the Global Payments Reports user interface, while the EFT Client Identity field is visible in the Global Payments Web Portal as the Register field. If you use the Global Payments Web portal to your account to run your daily report and compare transactions to Retail Pro, it might be advisable to enter the same value you entered for the Terminal ID in the ‘Eft Client Identity field. The maximum length is 16 digits (numbers only). Note: The value allows the payment server to process transactions correctly for multiple users. The value must appear exactly as defined in the payment server and cannot be assigned to another workstation.

Proxy/HAL Settings Notes
The Prism Proxy acts as a gateway for handling requests/responses between a client and the Prism server. You need to install the Proxy on each workstation that will host a Genius device. When installing the Proxy, point to the Prism server. Then, when launching RP Prism from a web browser, use the name of the workstation with the Genius device followed by a colon and the port number of 8080 (or port 8443 for Genius 2.0 with Store & Forward). When a command is sent to print a receipt, open a cash drawer, etc., HAL relays the command and launches the action on the workstation entered in the address bar.
Ex. myworkstation.mycompany.com:8080  Configure HAL Settings for each workstation that has a Genius device attached. HAL preferences include settings for Shopper Display (special line display format for Genius device) and the Genius CED.

Change Port to 8443 for Genius 2.0 Device with Store & Forward
When using your Genius 2.0 device with Store & Forward, data sent to and from the Genius 2.0 device (whether Online or Offline) is SSL encrypted. Edit HAL settings for the Genius device and change the port number to 8443. (Default is 8080). To access HAL settings, navigate to Admin Console > Node Preferences > Node Selection. Drill down to the desired workstation and click the Edit button. Click the HAL Settings > Genius Device tab and select the device from the drop-down. Enter 8443 in the Port field and click the checkmark button to save.
To configure HAL preferences:

1. Launch the Prism Server and log in. Select Administration Console.    
2. Select Preferences & Settings and select any node (e.g. Transactions > General). Double-click a subsidiary.
3. Double-click a store to display a list of the store's workstations.    
4. Select the Edit button (pencil icon) for the desired workstation.    
5. Select the HAL Settings tab and then select the workstation from the drop-down. 

 

Select the Genius Device tab and then click Add Genius Device. Enter 8080 as the port (or 8443 for Genius 2.0 with Store & Forward). Enter the Logical Device Name (LDN) of the Genius device and the IP Address of the Genius device. When finished, click the check mark to save the changes and then click Exit.
Click Save when finished.    

Next EFT Invoice # in Subsidiary Record
Users can define a "Next EFT Invoice #" when setting document numbering sequences at the Subsidiary level. The number entered will be used as the starting point for the sequential numbering of EFT invoices.
This number links a transaction on the web to a specific transaction by workstation in RP Prism.
When viewing batch information in Global Payments, merchants will see this number as the "INV#". The corresponding field in the database is EFT_INVC_NO. When you perform Transaction Lookup, the EFT Invoice Number is displayed.

Configuring Prism Settings in iOS Device
When configuring RP Prism settings in an iOS device, be sure to assign the correct IP Address for the Genius device.

EMV Field Information
EMV Fields and Declined Tender Receipts
EMV (also known as "chip-and-PIN") stands for Europay, MasterCard, and Visa. EMV is a set of technical specifications for payment cards and the payment terminals that can accept those cards. Traditionally, all face-to-face credit or debit card transactions used a magnetic stripe or mechanical imprint to read and record account data, and a signature for verification, a system with a number of security risks. EMV cards, on the other hand, store their data on integrated circuits rather than magnetic stripes (EMV cards may have stripes for backward compatibility). A requirement of EMV is the ability to print Declined Tender receipts. When an EFT Tender is declined by the processor, RP Prism will display a dialog that gives the user a chance to print a receipt. RP Prism Document Designer includes special designs for these declined tender receipts. The user should select one of the Declined Tender document designs when printing. You can assign a default design that will be automatically entered whenever a user is printing, emailing, or previewing declined tender receipts. Assign default designs in RP Prism Preferences & Settings > Hardware > Print Preferences. Note: The user only gets one chance to print the EFT Declined receipt. The information is not persisted anywhere.

EMV Required Field List
There are a total of 27 EMV fields; however, only six fields must be included (by one or more card types) or are recommended to be included in the Declined Tender designs.
Refer to the following table for information about the required EMV fields. The full list of EMV Fields is available in Appendix A.

Field	Description
EMV AID	(Must Include) Cards and terminals use AIDs to determine which applications are mutually supported, as both the card and the terminal must support the same AID to initiate a transaction.
EMV App Label	(Must Include) A data label that differentiates payment systems and products. The card issuer uses the data label to identify an application on the card or terminal.
EMV Card Expiry Date	(Must not include for Visa and Mastercard; Must include for AMEX; optional for others) Card expiration date.
EMV Cryptogram Type	(Recommended) The type of cryptogram used. Commonly used cryptograms are Authorization Request Cryptogram (ARQC), Authorization Response Cryptogram (ARPC), Transaction Certificate (TC), and Application Authorization Cryptogram (AAC).
EMV Cryptogram	(Recommended) An alphanumeric value that is the result of data elements entered into an algorithm and then encrypted.
EMV PIN Statement	(Must Include, if available) e.g., PIN Verified, PIN Locked - Conditional

Editing Declined Tender Document Designs
You can edit the EFT Declined Tender information receipt designs in RP Prism Document Designer to include the new EMV fields.

1. Launch DocumentDesigner.exe and log in.    
2. In the Area drop-down, select CREDITINF. In the Document drop-down, Select the desired design: Declined Receipt 40 col OR Declined Receipt 8x11    
3. Click the Edit button.     
4. Make any needed changes to the receipt design and save the changes.    

Credit Card Names and Processor Card Names
In Node Preferences > Transactions > EFT, you can select the credit cards that your business accepts at POS. If the checkbox for a card is selected, then the card type will be available for selection at POS. There are a set of default card names defined in Prism, as well as several user-defined fields where you can define new card names or cards that are less-well-known but still used by your business. The card name is written to the Card Type field on the Prism transaction.

Credit Card Transactions
Select Credit Card as the Tender Type.
Click the Take button. When you click the Take button, a pop-up menu is displayed in Prism that lists three methods for entering card information: Swipe, Keyed Credit and Bypass Device.

Swipe
The default method is swipe. When a user clicks the Take button on the tender screen, control automatically shifts to the Genius device so the user doesn't have to click the Swipe button. A screen like the one shown below is displayed. Swipe or insert the card through the Genius Mini card reader. The transaction is sent to Global Payments for processing. (Note: If you want to use a different entry method than swipe, use the pop-up menu on the Prism screen to switch to Keyed Credit or Bypass Device.)

If a signature is required, have the customer sign.

When the payment is approved, control returns to Prism where the user can print and update the transaction.

Keyed Credit
Certain retailers do not want employees to handle customer credit cards. These retailers can use a Global Payments feature that allows for fully manual card processing in which the customer enters card information directly into the CED.
This option is only available for credit cards and it is not available when using Auth and Settle. If you select Keyed Credit, a screen like the one below is displayed. Enter the credit card info and click Next. When you click Next, the transaction is sent to Global Payments for processing.

 
Bypass Device
Bypass Device indicates that you want to send the transaction information over Global Payments' proprietary transport protocol. A screen like the one below is displayed. DO NOT SWIPE THE CARD ON THIS SCREEN. Instead, click "Click here to key in card information."
 
When you click "Click here to key in card information," the Web Form is displayed. Enter card details and click Submit.

Gift Cards
You can perform the following gift card transactions at POS:

• Activate (Sell) a gift card
• Add value to an existing gift card
• Check the remaining balance on a gift card
• Redeem a gift card 

Note: A separate Global Payments-supported encrypted card reader is required for selling (activating), adding value or checking the balance of gift cards. Use either the Genius CED or an encrypted card reader to redeem gift cards.
Activate Gift Cards as an Inventory Item
Prism 2.2.1 introduces the ability to create 'Gift Card - Prepaid' and 'Gift Card - Stored Value' inventory items. This enables retailers to sell (activate) gift cards as an inventory item. Previously, activating a gift card required listing the gift cards as a tender. 

• Add one or more inventory items with the Inventory Type field set to the appropriate value: Gift Card - Prepaid or Gift Card - Stored Value. 
• In the case of prepaid cards, you will typically define a separate item for each card denomination used (e.g., $20, $50, $100) and enter a Price for each. 
• In the case of stored-value cards, you will typically define a single item of type Gift Card - Stored Value with a Price of 0.00. The Associate will be prompted to enter the Price (amount) of the gift card item when it is sold at POS. 

Note: Both prepaid and stored-value gift cards typically have the Tax Code set to a tax-exempt code.
 
Sample Inventory record with Inventory Type field highlighted:
 
To activate the gift card at POS, list a gift card item on the transaction. If prompted, enter the Price (amount) of the card. 
Click Tender Transaction.
Take payment for the card.
Click Print Update (or Update Only). This triggers the Activate Card prompt. The customer swipes the gift card through the Genius CED. If successful, the gift card value is added to the card, the receipt prints and a new transaction form opens.
Add Value 
If a gift card is swiped through the Genius device, Genius will detect if the card is active already. Only via CED will Global Payments automatically switch from activation to reload. If the user selects Bypass, it will be a pure activation request and if the card was already active, the user will see an error. 

Activate Gift Cards as a Tender
Start a new transaction and click Tender Transaction.
Select Gift Card as the Tender Type.
Click the Purchase button.

A modal for entering the amount of the gift card is displayed.
In the Add Value field, enter the amount of the gift card being purchased (e.g. $50.00)
Click Process.

Control switches to the Genius Mini.
Swipe the card or enter the card number.
Click the OK button at the bottom of the screen.
 Control returns to Prism.
Tender the transaction and print/update.
Gift Card Balance Inquiry
Click Tender Transaction.
Select Gift Card as the Tender Type.
Click the Balance button.

 In the displayed modal, enter the Card Number and click Process.
 
The card's balance is displayed.
 
Click Print if the customer would like a print-out of the balance inquiry. Otherwise, click Cancel to return to the tender screen.
Add Value to a Gift Card
Select Gift Card as the Tender Type.
Click Add Value.

A prompt is displayed for entering the amount of value to add.
Enter the desired amount of value to add and click Process.

Control switches to the Genius device. Swipe the card.
The amount is added to the card and control returns to Prism.
Tender the transaction and print/update.
If you check the card's balance, the updated balance is shown.
Redeem a Gift Card
With the Genius Mini, after the user clicks the Take button, the "Swipe/Keyed Credit/Bypass Device" menu pops up and the user must select an option to continue. After selection, control shifts to the Genius Mini. In an environment with a PC connected to a regular Genius device, when the user clicks the Take button, control shifts to the Genius screen. but the user still has access to the "Swipe/Keyed Credit/Bypass Device" menu on the screen of the PC. With the Genius Mini, there is only one screen (the iOS device screen) so the user must select from the pop-up menu first.
Select a method for entering the card number:

 

Swipe
If you select Swipe, the transaction is sent to the Genius Mini device. Swipe or insert the card through the Genius Mini card reader. The transaction is sent to Global Payments for processing.

Keyed Credit
The Keyed Credit option is only available for credit cards. If you select Keyed Credit, you are saying that you want to change the Tender Type from gift card to credit card.

Bypass Device
Bypass Device indicates that you want to send the transaction information over Global Payments' proprietary transport protocol. A screen like the one below is displayed. DO NOT SWIPE THE CARD ON THIS SCREEN. Instead, click "Click here to key in card information."
 
When you click the link, a modal like the one shown below is displayed. Type the card information.
Click Submit. The payment is processed. If the transaction is approved, you will see an Approved message.

 
Control returns to Prism.
The payment is listed on the tender screen.
Click Print Update or Update Only.
Debit Card Transactions

1. Click Tender Transaction.
2. Select Debit as the Tender Type.
3. Click the Take button.
4. Control switches to the Genius device.
5. Have the customer swipe the card through the Genius device and enter the PIN.
6. Control returns to Prism. The payment is added to the Tender screen.
7. Click Print Update.

Refund by Reference
(Prism 2.2 and later)
Refund by Reference is a special Global Payments feature that ties a Prism return transaction to the original EFT transaction (using tokenization). If a returned item references an original sales transaction, and the original transaction listed a credit card as tender, the Associate sees a prompt to issue the refund to the original tender. No credit card is required at the time of the return. This feature ONLY applies to credit cards. The tender MUST be one of the tenders linked by the returned items.
Start a new item return in Prism. Select the original transaction and items.
Click the Tender button and then click the Give button.
A prompt asks if you want to return the amount to the original Credit Card. Click Yes to issue the return to the existing token.

 
A dialog displays the credit card tender(s) for the original transaction. Click the desired tender.
Refund by Reference with single credit tender:

 
Click the Print/Update button to update the transaction. The amount is refunded to the card.
Note: If you click No, then a non-token return request will be sent to Global Payments. You will be prompted to swipe the card through the CED.
Split Tender using Multiple Credit Cards
If "Yes" is selected and there are multiple tokens (because multiple cards used) on the original transaction, a multi-select dialog will be displayed. Each token is represented by card type, masked number and original amount. Please note that this dialog only allows you to select one credit card for the refund. If you need to use the tokens for multiple cards to refund the amount due to the customer, you will have to create multiple receipts. You should click Cancel in the dialog, and then modify the transaction to use the amount of the first card, tie the refund to the token and tender. Then repeat for additional cards as needed.
Token must be Present in Database
For split tender transactions involving multiple credit cards, the card and amount will only display if the card's token is in the Prism database. If the token was removed, then the card will not be displayed in the dialog to select a specific card.
Refund by reference tender prompt with multiple credit tenders:

Problematic Scenarios when using Refund by Reference
This section explains two situations that present problems for the refund by reference feature:
Mismatch between tenders and items: If there is a mismatch between the items and the number/amount of tenders, this can present a problem. For example, in the screenshot below, the first two items listed can be returned against two of the tenders (e.g., the $10.00 tender and the $15.00 tender); however, after that, the third item cannot be returned against the $6.00 tender.
Sample return with mismatch between items and tenders:

 
Debit Card Tenders: A second problem can occur when the tenders listed include a debit card tender. Prism does not currently support refund by reference for debit card tenders.

Forced Authorization
(Credit card only)

If authorization cannot be obtained electronically, the retailer has the option of "forcing" authorization.
There are two possible paths a retailer can take to perform a Force Authorization:

• The Merchant enters card information in the Global Payments Web Form
• The Merchant asks the customer to enter card information directly into the Genius device

Important Note about Manual Forced Authorization
If your business practices call for customers to manually enter card information into the CED during a Force Authorization, it is important to NOT SWIPE THE CARD. If you do a Forced Auth over the CED and swipe the card, it will result in a ‘Regular' Sale, and the Auth Code entered by the user will be ignored. If a Forced Authorization is required and the merchant wants to use the CED, the user must select the ‘Keyed Credit' button in RP Prism after the transaction is sent to the CED.
Enter card information into the Genius device

1. Call the designated phone number and obtain an authorization number
2. Select the Force Authorization checkbox and enter the Authorization No in the appropriate field.
3. Touch or click the Take button.
4. Click the Keyed Credit button.
5.  The transaction is sent to the Genius device. DO NOT SWIPE THE CARD!
6. On the Genius screen, the customer is prompted to fill out the credit card information.
7. Control returns to Prism.
8. Click the Print Update button

 Forced Authorization via Web Form
You can force an authorization via the web form.

1. Call the designated phone number and obtain an authorization number.
2. Select the Force Authorization checkbox and enter the Authorization No.
3. Click Bypass Device.
4. The Web Form is displayed, with the Auth Code already entered.
5. Enter the Card Number and Expiration Date.
6. Click the Submit button.
7. Control returns to Prism.
8. Click Print Update.

Shopper Display
The Shopper Display customization enables a regular Genius CED to lists all items, as well as fees, discounts and the total, whereas the standard line display for Genius can only display a single line at a time.
When using the Shopper Display, the screen refreshes automatically as items are added or removed. This enables both the customer and the Associate to clearly see all the elements comprising the transaction, resulting in a more satisfying shopping experience for the customer.
The ShopperDisplay.exe is installed to the same folder as the Prism Proxy (C:\ProgramFiles\RetailPro\PrismProxy and is run on the same machine as the Proxy.  The ShopperDisplay.exe communicates with the Proxy.
Basic Steps for Configuring/Using the Shopper Display

1. Add the Shopper Display customization to each proxy and assign a Port.
2. Configure Hardware preferences and select the Description field to use.
3. On the machine with the CED: Configure Workstation Preferences > HAL Settings > Shopper Display.
4. Perform transactions in RP Prism, using the Genius device to take payment.

Add Shopper Display Customization
The Shopper Display must be enabled for use separately from the Genius device. Users can use Genius for EFT AND the Shopper Display, or use Genius for EFT and another device for the Shopper Display or only use the Genius for EFT with no Shopper Display.

1. Launch the Prism Proxy and log in.     
2. Go into the Admin Console and drill down to the desired workstation. Tap or click the Edit button.    
3. Tap or click the HAL Settings tab.     
4. Select a Proxy from the drop-down    
5. Tap or click the Customizations tab.     
6. Navigate to the drop-down and select the Shopper Display customization.    
7. Enter a Port Override. Default = Port 5678    
8. Tap or click the Save button.    
9. Tap or click the Exit button.    
10. Go back to the HAL Settings tab. Select the next Proxy. Repeat the process to add the Shopper Display Plugin and assign the next sequential Port number. Repeat until you have added the Shopper Display customization and a Port to all Proxies.    

Editing ShopperDisplay.ini
The Prism server only has a single ShopperDisplay.exe file. In the default configuration, when multiple workstations are running through proxies on the Prism server, there is the potential for the workstations to overwhelm the ShopperDisplay.exe. Therefore, users must edit the ShopperDisplay.ini file and tell it which specific ports to listen on for each proxy. If you don't do this, it is likely that the ShopperDisplay.exe will crash.
This section explains how to edit the ShopperDisplay.ini file so that multiple workstations can use ShopperDisplay.exe on the same server
These special steps are necessary when:

• Local workstations do not have Proxies installed locally (e.g. iPads or workstations that only run a browser and connect to the proxy on server
• More than one of the workstations are connected to a Genius device
• You want to use Shopper Display on those Genius devices

If these conditions exist, then you must edit the ShopperDisplay.ini file so it can talk to multiple proxies.
Important! You must configure the .ini file before you start ShopperDisplay.exe

1. Configure Proxies on the Prism server. Save the changes and exit.    
2. Stop the Proxies. You can do this by right-clicking the Proxy icon and selecting Exit.    
3. On the Prism Server, navigate to the …\ProgramData\RetailPro\Server\HardwareServices\Conf folder.    
4. Open the ShopperDisplay.ini file. In the IPPortList section, list the port numbers for each Workstation. Enter the numbers as a comma-separated list (without spaces).    
5. Save the changes and Exit    
6. Restart the Proxies    

Configure RP Prism Hardware Preferences
In RP Prism Preferences & Settings > Hardware > Shopper Display, you can select the item description field that will be displayed on the Genius device screen. Description 1 through Description 4 fields are available. When selecting the description, keep in mind that the Genius will only display the first 18 characters of the field value. This preference is inherited from Corp to SBS to Store to WS.
Workstation (HAL Settings) > Shopper Display
Once a Genius Device has been defined for a proxy to be used for EFT, it will become available for selection as a Shopper Display device. Each Genius device is identified by its Logical Device Number (LDN).  The IP address of the device is displayed (read-only). There are two sections for configuration: 'Line Display' and 'Scrolling Display'. These device types function independently.
Note: To configure the Shopper Display feature, the Genius device must be defined as Active in HAL settings and the "Use Genius Device" setting must be selected in 'Preferences and Settings > Transactions > Tenders > EFT Server Configuration'

Displaying Item Description
When an item is scanned, the item's description is displayed. When configuring the Shopper Display, you can select which item description field to use (Default = Desc 1). When selecting an item description field, keep in mind that the Genius device has a limited screen area for displaying these descriptions (18 characters), with the rest of the description truncated if the limit is exceeded.

Using the Shopper Display at POS

1. Scan the item(s) being purchased. Add any fees or discounts using the Transaction Details dialog. The Genius device shows each item, discount, or fee entered.
2. Touch or click Tender Transaction. The "Please wait for Cashier" message is displayed."
3. Swipe the card. A message is displayed asking "Confirm the Transaction Amount: Accept?
4. Tap "Accept".
5. Print/Update the Receipt. When a user starts a new transaction, the Genius display is initially blank, as shown above. As items are scanned and fees/discounts entered, the Genius display screen shows each item

Shopper Display Notes:

• Items are listed with a quantity and price. Items without descriptions are displayed as . Fee and Shipping are listed as a single line items, with a quantity of 1.
• The Shipping value is a sum of all shipping values, item and document level.
• Discounts (Transaction) are listed as a single line item, with a quantity of 1 or -1, depending on the direction. A regular discount has a quantity of "1" and the amount is a negative value. The example above is a "negative discount". A negative discount has a quantity of "-1" and the value is a positive amount.  Retailers occasionally use a negative discount such as this as a way to apply a third Fee to a transaction (RP Prism is limited to two "fees" per transaction).

Refund Deposit via EFT (Credit or Gift Card)
When closing an order, users can return deposit amounts to EFT tenders (credit or gift card). Previously, refunds of deposits could not be made to EFT tenders.
Notes:

• This feature does not check if the card to which the refund is made is the same card used for the deposit.
• Keyed entry is disabled when refunding a deposit to a card. Card information must be entered by swiping the card.
• The refund deposit to card feature is ONLY supported for Genius 1.0 users when not configured for Store & Forward.
• For Genius 2.0 users, the refund deposit to card feature is available with or without Store & Forward.

Configure Tender Requirements Preferences
Navigate to Admin Console > Node Preferences > Transactions > Tenders > Tender Requirements. For the Credit Card and/or Gift Card tenders, select BOTH:
The checkbox for "Return"
The checkbox for Deposit Refund.
Save the changes.
When preferences are configured to allow deposit refunds by card and a user tries to close an order that has deposits, a modal is displayed for selecting the desired tender for the deposit return.
Select Credit Card or Gift Card in the Tender Type dropdown, enter card information and click Give.

The tender is added to the transaction. Click OK to complete the deposit refund.