Linkly (PC-EFTPOS)

To configure Linkly (PC-EFTPOS) as the Payment Provider:

1. Log in to NetSuite as an administrator.

2. Go to Customization > Lists, Records, & Fields > Record Types.

3. Locate the RA-Workstation row and click List.

4. Click Edit for the first workstation to update.

5. For Payment Provider, select EFTPOS.

   No further setup is required for this record.

   

6. Click Save.

7. Repeat for the next workstation.

   Important:

   During register staging, you may need to install the EFTPOS extension. See Extension Synchronization Selection for NSPOS 2020.1.X.

To configure the Continuous Sequence Flag for Linkly (PC-EFTPOS)

1. Sign in to any NSPOS register as an administrator (9090 level operator).

2. Press Ctrl+F10 to open the Universal Settings window.

3. If you will use Linkly (PC-EFTPOS) for all workstations at all locations/subsidiaries, go to the next step.

   

   If you will use a different payment gateway for other locations or workstations, tap a Settings type. The type limits where this Linkly (PC-EFTPOS) setup will apply:

   • Group Settings – If this workstation is assigned to a group, use this setting to only apply Linkly (PC-EFTPOS) to workstations in that group.

   • Workstation Settings – Use this setting to only apply Linkly (PC-EFTPOS) to this workstation.

   • Store Settings – Use this setting to only apply Linkly (PC-EFTPOS) to workstations assigned to this workstation's location.

   Important:

   If you are using a payment gateway different from Linkly (PC-EFTPOS) at other locations or subsidiaries, tap the appropriate Settings option to limit where the Linkly (PC-EFTPOS) setup will apply.

   Tip:

   If you limited Linkly (PC-EFTPOS) to a group, workstation, or store, you must repeat these NSPOS steps for other groups, workstations, or stores that will use Linkly (PC-EFTPOS).

4. Search for Continuous Sequence.

5. Check the Continuous Sequence box.

   

6. Tap Done.

7. Tap Sign Off and then tap Exit.

8. Restart the NSPOS application on the register.

9. Review the following topic to determine if you need to create a new tender for your setup.

To create a new tender for Linkly (PC-EFTPOS):

1. Sign in to any NSPOS register as an administrator (9090 level operator).

2. Press Ctrl+F12 to open the Functional List window.

3. Search for Edit Tenders.

4. Tap Edit Tenders.

5. If you will set up new tender for Linkly (PC-EFTPOS), tap Create Tender.

   If you will adjust an existing tender, tap that tender name.

   

6. Complete these fields and select the options:

   Tip:

   To use an inactive option, tap the red-dashed icon to turn it into a blue arrow .

   • Tender Code – Use the credit card EMV code CCEM.

     Note:

     If you use a different code, you may need to ask NetSuite Professional Services to adjust your receipts.

   • Tender Name – Enter a name for the tender, such as EFTPOS.

   • Tender Class – Tap the find icon and then tap EMV Card to use the code EM.

   • Require Signature – Check this box. The option does not require your shoppers to sign for the payment. Instead, it causes NSPOS to print two receipts.

   • Require Authorization – Check this box.

   • Tender Limits – Enter your preferred minimum and maximum tender amounts for Linkly (PC-EFTPOS).

   • NetSuite ID – To integrate the tender with NetSuite ERP, enter the Internal ID from the payment method to be used with this tender.

     To locate the internal ID, see "Tenders and Payment Methods, Step 1. Set up a Payment Method in NetSuite ERP."

   

7. Tap Done to complete the tender setup.

8. Review the following topic to determine if you need to assign a button to the new tender.

To assign a button to the Linkly (PC-EFTPOS) tender:

1. Sign in to any NSPOS register as an administrator (9090 level operator).

2. Press Ctrl+F12 to open the Functional List window.

3. Search for Button Edit.

4. Tap Button Edit.

5. Under Button Bar, tap Side and then tap Pages.

6. Under Button Page, scroll to find and tap Tender.

7. Tap Buttons.

   

8. Tap New.

9. Choose your next steps based on the Tender Code you entered when creating the tender.

   1. If for Tender Code you used CCEM:

      • Function – Tap EMV Card CCEM on the left. The field shows EMV Card.

      • Caption – If preferred, change the button name. For example, enter Linkly.

        

   2. If you entered a different Tender Code in the previous steps:

      1. Tap New.

         

      2. Tap Create Function and then Yes.

         

      3. Complete these required fields:

         • Function Name – Enter a name, such as EFTPOS.

         • Function Groups – Tap the search icon, choose Tender, and then tap Done.

         • Resource ID – Determines which roles can use the function/button. Enter 2 to enable all employees with an NSPOS role.

         • Message – Tap the search icon, enter the word tender, and then choose #NetSuite.Retail.POS.Business.TenderProcess.

         • Parameter – Enter Tender:ABCD Provider:0 where ABCD is the Tender Code you entered when creating the tender.

           All other fields are optional.

         

      4. Tap Done. Confirm that your function appears in the tender Button list and in the Function Name field

      5. Caption – If preferred, change the button name.

         

10. Adjust the Style and other options as appropriate.

11. Click the X in the top-right to save your setup and close the form.

    Verify that the new Linkly (PC-EFTPOS) button is available in your tender sidebar.

Refunds for zipPay Transactions

Refunds for returned items purchased through zipPay transactions are handled similarly to other refunds. The following restrictions apply:

• The cashier must locate the zipPay transaction ID to process a refund. The ID can be found in the NSPOS transaction history or on the customer’s receipt.

• Refunds for zipPay transactions can be applied to the customer’s zipPay account or refunded as cash.

• Refunds from items purchased using other tenders, such as credit cards, cannot be applied to a zipPay account.

• Refunds for zipPay transactions cannot exceed the original sale total.

Setting up zipPay for your Registers

Follow these steps to set up zipPay in your tender list. The NSPOS zipPay function and button setup only needs to be applied to one register in each workstation group. These steps assume you have already configured the PC-EFTPOS gateway in NetSuite ERP and set the Continuous Sequence flag.

1. Add the zipPay function and button on your registers.

2. Install the zipPay extension in NSPOS. (Contact your zipPay representative.)

To add the zipPay function and button on your registers:

1. Sign on to an NSPOS register as an administrator.

2. Tap Manager Functions > System Configuration > Button Edit.

   Or, press Ctrl+F12, search for and tap Button Edit.

3. Tap the Side button bar option and tap Pages.

4. Tap the Tender row in the Button Page list.

5. Tap Activate so that you can see the changes immediately.

6. Tap Buttons.

7. Tap New and then Create Function.

   

8. Tap Yes.

9. For Function Name, enter zipPay.

10. For Function Group, click the search icon and tap Tender.

11. Tap Done.

12. For Caption for Buttons, enter zipPay.

13. As necessary, adjust the Resource ID.

    The Resource ID sets the permission level required to use the button. The default is 2 for sales associates and cashiers. Manager-level access is 9070.

14. For Message, enter #NetSuite.Retail.POS.Business.TenderProcess

15. For Parameter, enter Tender:CCEM Provider:0 AuthorizationOption:ZIPPAY

    Tip:

    You can copy and paste these values from the PDF or Help Center topic.

    

16. Tap Done.

17. Choose a color from the Style list.

18. Set the placement for your button by changing the Column and Row fields.

19. If you want to make your button smaller or larger, adjust the Width and Height.

    Tip:

    Because you tapped Activate earlier, you can see the changes behind the edit form.

20. Close the Button Edit form when your setup is complete.

Contact Your zipPay Representative

Your zipPay representative can assist you with getting and installing the zipPay extension.