Using the PAX S300

The PAX S300 is an EMV Chip Card reader that works with desktop devices. The videos below show you how to set up and use the PAX S300 with Smartwerks. For additional assistance, please contact RUPractical at 1-800-555-5555.

Setup

  1. Connect the device as shown in the video.
  2. Find the serial number on the back of the S300.
  3. In Smartwerks, access System Settings under the System menu.
  4. Click the Sales icon.
  5. In the ‘Pax terminal serial number’ field, enter the serial number from the S300 device. This is how Smartwerks is able to communicate with the reader.
  6. In the ‘Pax Merchant ID’ field, enter the Merchant ID from the sticker on the S300.
  7. If you are using Smartwerks Mobile, you also need enter the S300 serial number there. On the Home menu of Smartwerks Mobile, click Settings.
  8. Enter the device’s serial number in the ‘Terminal Serial Number’ field.
  9. The device automatically turns on when it is plugged in. To begin processing, you must enter the password, which is always today’s date in MM/DD/YYYY format.
    IMPORTANT: There are several menu options available on the reader. However, to avoid processing issues, you should only use the ones discussed in the Smartwerks tutorials.

Processing a Sale

  1. On the Smartwerks Sales Order screen, enter the items being sold as you normally would.
  2. Click Checkout.
  3. On the Checkout window, click the CC (Credit Card) button.
  4. Verify the amount being paid with a credit card and click Apply.
  5. Smartwerks instructs you to insert the card. Take the chip card and insert it into the S300 reader, chip end first. Do not remove the card until the device tells you to.
  6. Once authorization is approved or denied, the corresponding message appears on the screen.
  7. The reader then instructs you to remove the card. Take the card out of the S300.
  8. At this point the card has been approved, but the transaction is not complete until you click Ok. If you need to void the transaction, click Cancel. To continue with the sale, click the OK button.
  9. Smartwerks completes the post authorization steps. Once this process is finished, the transaction is complete. A confirmation message also displays on the reader.
  10. Detailed credit card information is included on the receipt.

Processing a Mobile Sale

  1. On the Smartwerks Mobile screen, enter the items being sold as you normally would.
  2. Then click Take With or Delivery.
  3. On the Checkout screen, click the Credit Card button.
  4. Smartwerks instructs you to insert the card. Take the chip card and insert it into the S300 reader, chip end first. Do not remove the card until the device tells you to.
  5. Once authorization is approved or denied, the corresponding message appears on the screen.
  6. The reader then instructs you to remove the card. Take the card out of the S300.
  7. At this point the card has been approved, but the transaction is not complete until you click Ok. If you need to void the transaction, click Cancel. To continue with the sale, click the OK button.
  8. Smartwerks completes the post authorization steps. Once this process is finished, the transaction is complete. A confirmation message also displays on the reader.
  9. Detailed credit card information is included on the receipt.

Closing a Batch

At the end of each day or employee shift, you need to complete a Batch Close to send transactions to the bank for settlement. You will not receive payment for the transactions until this step is completed.

  1. Access the main menu by clicking the Menu button on the screen.
  2. On the Main Menu, press the Hosts Settings button.
  3. Enter the password, which is always today’s date in MM/DD/YYYY format.
  4. The Hosts Settings menu appears. Press the down arrow on the reader to move to the second set of menu options.
  5. Press Batch Close.
  6. Once transactions have been successfully sent to the bank for settlement, ‘BATCH CLOSED’ appears on the screen.