Configure the POS Terminal Connection to the Traverse Server

Traverse Administrator Guide

Configure the POS Terminal Connection to the Traverse Server

The Point Of Sale (POS) application can be configured in one of two modes:

Connected	The POS application has a full-time connection to the main Traverse database. Transactions are recorded directly to the POS tables in the Traverse database. The Active Order Processing function in Traverse synchronizes the Inventory quantity, history, and transactional cost retrieval between the POS tables and the main Traverse database.
Disconnected	The POS application uses a local database on each sales terminal to retain transactional data. The local terminal databases are synchronized with the POS tables in the Traverse database via the Synchronize function on the terminal. The data in the POS tables is then updated in the main Traverse database automatically via the Active Order Processing function.

The Traverse server is commonly found in the back office, which may be your company’s primary base of operations. The sales terminal data is retained in POS tables which are added to the main Traverse database when the Point of Sale application is installed.

The following diagrams show the connection between the terminals and the back office data server for each mode.

Regardless of the mode you choose, you must configure the terminal(s) to connect to the Traverse license server and database.

Configure the POS Master Login

You must configure a Traverse user account for the terminal to use to connect to the Traverse database.

In Traverse, open the Users function from the System Manager Administration menu.
Click the New button to open a blank user record.
Enter the user name the terminals should use to log into Traverse in the User Name field. You may wish to use a name that helps to identify the user as a terminal user.
Enter the password to associate with the user name in the Password field.
Select the Is Active check box if the user is currently active and should have access to Traverse.
Select the companies the user should have access to from the Company section.
Select the groups the user should have access to from the Group section.
Click the Apply button to save the new user.

Configure a Terminal

Now that you have created a master login user that will allow the terminals to access Traverse, you must create a terminal ID. A terminal ID (configuration) allows you to set up a register with specific defaults, such as store ID, receipt header, layaway days, distribution code, and many others. You can create as many or as few terminals as necessary. The settings for each terminal are stored in a (terminal) configuration table.

A terminal ID can represent an individual piece of hardware, such as a cash box, or a particular mobile terminal or register. The terminal ID can also represent a configuration for registers or terminals belonging to a particular group or department even if the group is located in multiple stores. If you want a terminal to always be set up a particular way for a certain user, the terminal ID can represent those settings. If you do not need to have multiple terminal configurations, or if you only have one sales register, you can set up a global default terminal configuration.

When a user logs into a sales terminal, the POS terminal application looks for the configuration settings for the register or terminal in a particular order. If the application cannot find a terminal ID in the configuration table, it will search for the next configuration option in the following order:

	What the POS application is looking for	What the terminal ID represents	When you might use this
1.	Terminal ID listed in user configuration	In this situation, the terminal ID represents hardware, such as a cash box, that is tied to a particular user. This means that the POS application uses the same terminal configuration settings any time the user logs onto a register.	If your sales associates have individual cash drawers they may take with them to different sales terminals, you can set up terminal IDs with different distribution codes to assign to each user. If only one of your sales associates can offer a discount, you can set up a terminal ID with a max discount percentage and assign that terminal ID to the user.
2.	Machine name	The terminal ID represents a device or machine. The machine name must be used as the terminal ID. This allows a machine or register to have its own unique configuration.	If only one of your sales registers has a credit card reader, you can configure the terminal ID (machine name) to have a default credit card payment option. Likewise, if only one register is connected to an invoice printer, you can configure that terminal ID (machine name) with an invoice printer.
3.	Config ID listed in user configuration	Though this field is not named "terminal ID" in the (terminal) configuration table, the value in the config ID field represents the terminal ID. Config ID equals terminal ID.	If you want all the sales terminals in a group or department to be configured the same with the same distribution code or the same sales rep no matter which store or location the terminal is in, you can set up a configuration for those registers and assign the config ID to the sales associates in that department or group.
4.	Global default terminal ID	This is a "blank" terminal ID that represents a default, generic sales terminal configuration.	If you have a number of registers that you want to have the same settings.

Create a terminal ID for each POS terminal configuration you will use.

In Traverse, open the Terminals function from the Point-of-Sale Setup and Maintenance menu.
Click the New button on the toolbar to open a blank terminal record.
Enter a terminal ID in the Terminal ID field.

If you are creating a generic global configuration, leave the Terminal ID field blank.
If you are creating a configuration for a specific machine, enter the machine name in the Terminal ID field.
If you are creating a configuration for a group or department, enter a value to use to reference the configuration in the Terminal ID field.

If applicable, select a terminal from which to copy settings in the Copy From field.
Enter a description for the configuration in the Description field.
If applicable, enter or select a location ID in the Store ID field.
Enter a transaction prefix in the Prefix field. This is used to generate unique transaction IDs for each terminal.
Enter a message to appear on the terminal menu in the Message field. The text may contain one or more menu message tokens. You can drag and drop message tokens from the Message Token list into the Message field. See Tokens for more information.
If you want a default sales rep for the terminal, enter or select a sales rep in the Sales Rep field.
Enter or select a default payment method for the terminal in the Payment Method field.
Enter or select a tax group in the Tax Group field.
Enter or select a distribution code in the Dist Code field.
If applicable, enter a maximum discount percentage allowed on the terminal in the Max Discount field. A value of 0 means there is no maximum discount percentage.
If applicable, enter the number of days before a layaway is due to be paid in full in the Layaway Days field. A value of 0 means there is no default due date on the terminal.
In the Printer Option field, you can select the type of form printer you would like to configure on the terminal. Once you select the type of form printer, click the Printer Configuration button to set up the printer.

The Printer Configuration button will open the Form Printers function. This function allows you to specify the printer, copy text, and other options for the form printer(s).

In the row for the form printer you wish to configure:

Enter the text to print on the copy of the invoice or receipt in the Copy Text column, if applicable.
Enter the order in which to print the copy in the Order column.
Select the printer which will print the invoice or receipt the Printer column. Leave the value set to {Default} to use the terminal's default printer.
Once you select a printer, the Tray column drop-down will list the available trays on your printer. You can choose a tray from which to print the form, or leave the option set to Automatically Select, which will print the form from the printer driver's selected tray.
Select the Active check box to print the copy; otherwise, clear the check box.
Press the Save button to save the terminal settings.

You can set up multiple configurations for each printer. For instance, if you want to print two copies of each receipt, but you want to print one on standard white paper in one printer tray and one on colored paper from a different printer tray, you could configure two instances of the PS RECEIPT form, each printing to a different tray of the same printer.

Enter a text value to include on the header and/or footer of the receipt in the Receipt Header and/or the Receipt Footer fields. Text may contain one or more receipt tokens. You can drag and drop message tokens from the Receipt Tokens list into the Receipt Header and/or the Receipt Footer fields. See Tokens on page 1 for more information.
The Drawer Configuration button will open the Cash Drawer function. This function allows you to configure how the terminal will communicate with the cash drawer.

Select a Device Type from the drop-down list. Choose Serial if the cash drawer is connected to the terminal via a serial port connection; otherwise, select Printer.
Select the Device Name, as applicable, from the drop-down list.
The ASCII Code is the code the printer/device needs to issue the "open" command to the drawer. Select the ASCII code(s) required for your device from the drop-down list. Contact the device manufacturer or your software provider for more information.
Press the Test button to test the drawer configuration.
Press the OK button to save the drawer settings.

Press the Save button to save the terminal settings.

Assign a POS Master Login to a Terminal

Now that you have created a POS master login user and a terminal, you need to tie the master login to the terminal. You do this through the TRAVERSE.POS.exe.config file. This file is used by the POS executable on the terminal to identify the Traverse server, license port, default company, logout delay, master login, print mode, date format, mode, and data provider for the terminal.

Note: You may use the same configuration file on multiple terminals if the settings are the same for all terminals.

Click on the Config Generator button on the toolbar to open the configuration generator popup window.
Enter a default company for the terminal in the Company ID field.
Enter the Traverse system database in the System Database field.
Enter the Traverse license server IP address or name in the License Server field.
Enter the Traverse license server port number in the License Port field.
Enter or select the logout delay in minutes into the Logout Delay field.
Enter the login name of the master login user you created for the terminals to access Traverse into the Login Name field.
Enter the login password for the master login user you created for the terminals to access Traverse into the Login Password field.
Select the Print Mode for the terminal:
- Select Print mode if you want the terminal to always print receipts without previewing them.
- Select Demo mode to set the terminal to always display a preview of the receipt without printing it.
In the UI Culture field, select the localization setting for the terminal to adjust the date format.
To set the terminal to communicate directly with the POS tables in the main Traverse database, clear the Disconnected Mode check box. To set the terminal to utilize a database local to the terminal, mark the check box. A synchronization function in the POS application will allow the local database to be synchronized with the main database.
Click the Generate button. This creates the TRAVERSE.POS.exe.config file for the terminal. A dialog box will open to allow you to choose where to save the configuration file. Select the folder within which to save the file, then click OK.
A notification popup window will display to let you know the file has been generated. Click OK to close the popup window.
Close the Config Generator popup window by clicking on the red “X” in the upper right corner of the window.
When you set up the terminal, copy the TRAVERSE.POS.exe.config file you just created to the same location as the TRAVERSE.POS.exe file on the terminal.

Configure Gateway Settings

If you wish to authorize credit card transactions from the POS terminal through the Internet, you will need to set up a payment gateway to connect to your credit card processing provider. When available, the Point Of Sale application will use the XWeb payment provider service by default. You can change this by setting the SM business rules for Payment Provider as required.

If you want to prompt for a signature when entering orders as "on-account" for a customer, the following are required:

A separate subscription from OpenEdge that includes set up and subscription information for this service (XWebHostPay).
Set the SM business rule for Signature Service.
Mark the Allowed to Charge check box in the setup for each customer you want to prompt for a signature when entering orders as "on-account".

Note: The default provider definitions must be loaded into the system database to enable use of the Gateway Settings functionality.

Note: If you want to add additional payment processors, please contact your software provider

The fields available are determined by the payment service you select.

To configure a payment gateway:

Click the Gateway Settings button on the toolbar to open the Gateway Settings window.
Select a payment provider from the Payment Service field drop-down list. If a gateway has not yet been configured, a dialog box will appear asking if you want to create gateway settings for the provider. Click OK to continue.

Enter your company's ID as provided by the payment processor into the XWeb ID field.
Enter the authorization key your payment processor supplied into the Auth Key field.
Enter the terminal ID for the current terminal into the Terminal ID field.
Enter the specification version, if applicable, into the Spec Version field.
Select your industry from the Industry field drop-down list.
In the Duplicate Mode field drop-down list, select CHECKING_ON if you would like the provider to detect duplicate transactions, otherwise select CHECKING_OFF.
The Status Request Mode field setting is determined by the payment provider. Select POLL for a real-time check on the payment approval status. The PERSIST_UNTIL_COMPLETE option is the default mode, which will send a response to the payment provider when an approval, timeout, termination, or transaction complete event occurs.
If you want to use signature capture functionality for your payment services, mark the Prompt for Signature check box.
If you are set up for auto-settlement with your payment processor, mark the Auto-Settle Batch check box.
If you are set up for partial payment approvals, mark the Enable Partial Approvals check box.
Enter the transaction URL for your settlement provider into the Transaction URL field.
Enter the URL for the payment processing service in the Service URL field.
The Hosted Form URL and Hosted Form URL Params should be set as needed for your gateway. Edit these values only if necessary.
Click the Update button to save your changes.