Connecting Verifone Ruby2 and Petrosoft Loyalty Host
To connect Verifone Ruby2 to Petrosoft Loyalty host:
- Open the Verifone Ruby2 console and log into it.
- Configure POS settings.
- In the main console menu, click Payment Controller > POS Configuration.
- In the POS Configuration form, click the POS tab.
- In the Loyalty section, select the Loyalty Enabled option, to activate loyalty on the cash register.
- Specify other loyalty parameters, if needed:
- Multiple Loyalty Discounts in Same Transaction: Select this option, if you need to apply several loyalty promotions in one transaction.
- Auth on Total: It is recommended to keep this option unselected.
You may select it only if you need to authorize loyalty promotion each time the Total button is pressed. If the Auth on Total is unselected, the loyalty promotion is authorized only during the sale completion at the cash register. - EPS PPG Precedes POS PPG: Select this option, if you need to apply EPS (Electronic Payment System) PPG (Pay per Gallon) settings before POS PPG settings.
- At the top right of the POS Configuration form, click Save.
- Configure EPS module settings:
- In the main console menu, click Payment Controller > EPS Configuration.
- In the EPS Configuration sub menu, select a free PCATS Loyalty Configuration, which will be used for configuring loyalty settings, from any of the following available hosts:
- PCATS01 Loyalty Configuration
- PCATS02 Loyalty Configuration
- PCATS03 Loyalty Configuration
- PCATS04 Loyalty Configuration
Result: The PCATS Loyalty Configuration form for the selected loyalty host opens.
- In the PCATS Loyalty Configuration form > Network section, configure the following mandatory settings:
- FEP Enabled: Select this option.
- Dealer ID: Enter the location identifier from CStoreOffice®.
- Program Name: Enter the loyalty program name. For example, Petrosoft Scan Data.
- In the PCATS Loyalty Configuration form > Communication Options section, configure the following mandatory settings:
- IP/Domain Name: In this field, enter the IP address of the loyalty host which is equal to the IP address of the DC Box as the loyalty host is located inside the DC Box.
- Port: Enter 9000. You should always use this port value.
- Enable SSL: Leave this option unselected.
- Heartbeat Timer: Enter the number of seconds, to specify the frequency of sending the requests to loyalty host to check its availability. The recommended value is 30000.
- At the top right of the PCATS Loyalty Configuration form, click Save.
- Add the loyalty card and configure its settings:
- In the main console menu, click Payment Controller > EPS Configuration > Loyalty Card Configuration.
- In the Loyalty Card Configuration form > Loyalty Card Configuration tab, click the Add button.
- In the Card Information form, configure the following loyalty card settings:
All settings in the step 4 are mandatory.
- Card Table Index
- Card Abbreviation
- Card Name
- Lower ISO: Enter the beginning point of the card/phone number range.
- Upper ISO: Enter the ending point of the card/phone number range.
- Pan Length: Enter the maximum length value for the customer's card/phone number.
- Select the Card Enabled option.
- Select the Accept Manual/Scanned Entry option.
- In the Supported FEPs option, click Edit and in the Supported FEPs list, select the same PCATS Loyalty Configuration as was selected at the step 3. Click Done.
Ten-digit phone number range is required.
- At the top right of the Loyalty Card Configuration form, click Save
- Configure loyalty settings:
- In the main console menu, click Payment Controller > EPS Configuration > EPS Global Configuration.
- In the EPS Global Configuration form, click the Loyalty section.
- In the Loyalty section:
- Select the Enable Alternate ID option.
- Configure additional loyalty settings, if needed.
- At the top right of the EPS Global Configuration form, click Save.
For more information about additional loyalty settings, refer to the manufacturer's official documentation
Saving Sensitive Data in the Verifone Ruby 2 Console
For saving a certain sensitive data in the Verifone Ruby2 console, you will require to enter a one-time password (OTP).
To get instructions on how to generate OTP, in the One-Time Password form, click the Guideliness to generate an OTP link.
The One-Time Password form opens each time you click Save on the form with the sensitive data.