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Configuring Aloha EDC

1. DIRECTNET Communication Information IP Address MAMAMIA NEMKA Cancel Port 1234 Store 0001 Terminal bo Merchant 123456789012 Batch 001 Transaction 0001 Path and filename to use for settlement file e direcnet dat Remove rejected transactions Figure 1 43 DirectNet Dialog Box 1 60 Configuring Aloha EDC Aloha EDC User Guide v6 2 FDC Aliases FDR Envoy FDR Omaha back end only First Data National First Data Nashville Supported Card Types Credit cards v3 8 and above Supported Communication Dial up v3 8 and above Notes Aloha EDC User Guide v6 2 Merchant ID I FEE Terminal ID 999999 Cancel Dialing M Enable Multitrans Remove rejected transactions Figure 1 44 FDC Dialog Box Configuring Aloha EDC 1 61 0d eyolv Bun yuo Fifth Third Processing Solutions Aliases Fifth Third Bank Credit cards v5 3 and above Supported Card Types Fifth Third Bank gift cards v5 4 1 and above TCP IP SSL v5 3 and above Supported Communication TCP IP Frame v5 3 and above Dial up v5 3 and above Notes FIFTH THIRD PROCESSING SOLUTIONS Setup TCPAP Dialing Merchant ID GMMR Bank ID 0000 Credit Card Terminal ID 000 Gift Card Terminal ID 000 Batch 000 Sequence 0000 J Enable Multi trans Figure 1 45 Fifth Third Processing Solutio
2. Authorization IP Address Port Number First Primary 0 0 0 0 0 pom 0 0 0 0 filo Figure 1 58 Stored Value Systems TCP IP Tab 1 74 Configuring Aloha EDC Aloha EDC User Guide v6 2 Visanet Currently named Vital Aliases Vitalnet Credit cards v3 5 and above Supported Card Types Debit cards for QuickService v5 2 7 90 and above TCP IP SSL v5 2 and above Supported Communication TCP IP Frame v5 2 7 90 and above Dial up v3 5 and above Notes Acquirer BIN Merchant Name Merchant Name OK Merchant Number 123456789012 Merchant Location Location Cancel Store Number 0001 State TX Dialing Terminal Number 0001 Zip 338999999 Agent Number 999999 Location Number 98999 Chain Number 999999 Time Zone Central z M Enable Daylight Savings Terminal ID 99999999 Direct Internet Connection Industry Food Restau I Connect using SSL Secure Socket Layer Cumrency US Dollars Countiy USA TCP IP Settings FRAME RELAY Merchant Category 5999 Authorization IP Address Port Number Batch Number 00T First Primary 9 9 0 Sharing Group Merchant ABA Number Settlement Agent Num Reimbursement Attribute 0 Second 0 0 0 Settlement IP Address Port Number First Pima 0 0 0 I Remove rejected transactions F Enable Mult trans Second Figure 1 59 Visanet Dialog Box Aloha ED
3. Figure 1 25 Select Modems Dialog Box 2 Click Add to display the Add Modem dialog box Add Modem Modem Number Description Cancel Com Port Phone Prefix Modems Figure 1 26 Add Modem Dialog Box 1 38 Configuring Aloha EDC Aloha EDC User Guide v6 2 3 Click Modems to display the Select Modem dialog box Select Modem GVC 14400 Boca 2400 External Practical Peripherals 14400 Practical Peripherals 28800 Motorola Modem Surfer 2880 US Robotics Sportster 28800 US Robotics USB 56K Figure 1 27 Select Modem Dialog Box Modems listed on the Select Modem dialog box have been tested with Aloha EDC and have the correct initialization strings stored in the system 4 Select the modem and click OK You are returned to the Add Modem dialog box with the selected modem Click OK You are returned to the Select Modems dialog box 6 Type the following information ur Modem Number Indicates a unique number to assign to the modem You cannot change the modem number Description Indicates the name of the modem Com Port Designates the com port to use for the modem The default com port for a selected modem is input here when a new modem is added You can change this from the default if desired The same com port cannot be used for separate modems The com port number is usually found on the back of your individual computer If the specified com port is used for another modem an error message appears T
4. 5 Click OK Aloha EDC User Guide v6 2 Using Aloha EDC 2 5 ods eYyoly buisp 6 Click Yes The Aloha EDC main screen appears Aloha EDC v6 0 0 Alpha Connected clients 1 ss menu bar Eile Configure Functions Report Help 7 3 number of 107 Offline transaction s need to be reviewed offline Modem 1 Idle i ALOHANET IP Trying to connect transactions number of transactions since last batch settlement Toalbrs 0 POS is ON status Last settlement date time and processor pects used in the last batch set Amount Tips Total Refunds Net tlement MC VISA AMEX x Diners CB Curren Discover transaction Enroute Pan JCB activity Military Private Label Debit Gift Card Total Figure 2 3 EDC Main Screen This screen displays the current transaction activity including totals by card for all transactions in the current batch It is updated as new requests are passed from FOH order entry terminals to Aloha EDC and provides running totals and a monitor on the credit card activities The top por tion of the screen is used to display modem activity as it occurs such as when the modem is con necting disconnecting whether a batch is settling and more The POS status displays indicating whether POS processing is active or not POS processing should be active at all times except during setup and configuration 2 6 Using Aloha EDC Aloha EDC User Guide v6 2 Performing EDC Func
5. 2 3 Select File gt Save to save the Winhook batch file and close Notepad The export file generates during the next EOD The following chart lists the processors currently supported by the Aloha system and the proces sor ID number used for the parameter in the EDC Export file 3 1 CES First Data North 5 2 Visanet z 3 American Express 4 BA Merchant Services 5 Global Payments 6 Nabanco First Data South 7 FDC 8 Nova 9 Maverick 10 FCCNet 11 Paymentech 12 DirectNet 13 in the Bank 14 Concord EFS BuyPass 15 AlohaNet Universal Payment Interface 16 BA Lynk 17 Fifth Third Bank 18 Stored Value Systems Aloha EDC User Guide v6 2 Using Aloha EDC 2 31 buisp 2 32 Using Aloha EDC Aloha EDC User Guide v6 2 Troubleshooting EDC This chapter discusses tips for optimizing your use of the Aloha EDC program processor errors and installation guidelines Support MOP MAGI seca aside coacsisnas abnbicocanhidatstoutnisuaniaeradaleadelesiamaaianenn 3 5 MUU MG OSA 3 6 OTS Y AUS 01S 0 ce 3 8 COMMON Errors c0 ccccececeecceeeceesceeececeeeaeueceeeueeesessuueueeseueneeeeaeaasees 3 11 LRC ERO oeer terest ete ete ae eect tesa ed 3 11 Nova Specifics cc ceeeeeeseeeeeeesceeeeeaaeeaaeeaaecaeceaeecaeceeeeeeeeeeeeeeeaes 3 14 3 2 Troubleshooting EDC Aloha EDC User Guide v6 2 Support Information If you cannot troubleshoot a problem with Aloha EDC you must contact Radiant Systems for technical
6. 2 x Printer None 00 x Default Amt 0 00 W Active IV Print Check On Close Track Open Drawer On Close I Can Refund IV Print Signature Line I Affect Deposit Combine On Check I Close Check Upon Payment I Do Not Verify Amount To edit press Return to add type unused ID and Return Figure I 11 TableService Tenders Tender Tab 2 Type an unused number and press Enter 3 Type the name of the credit card such as AMEX or VISA 4 For TableService installations assign a button position for the tender to appear on the FOH by using one of three options a Type a numeric button position in the Button text box b Select the First Available Button check box to place the button in the first available position Aloha EDC User Guide v6 2 r Overpayment Allow Overpayment T Limit By Percent Excess fo 00 JT Manager Can Always Overpay I Auto Fix without Prompt I Provide Change r Tips I Allow Tips Maximum Tip Tip Refund 70 00000 0 00000 I Remove Tip Line if Auto Gratuity Configuring Aloha EDC 1 25 yUOD Odd eyolv Buinbi c Click the Position button The Button Position dialog box appears E Button Position e Page 1 a Page Down amex omens Lwsa J Liss Lowe Liss uscover rouse accrf ss Cerc eae Lis Lis csc as er TT D Figure l 12 Button Position Dialog Box For QuickService installations you must place tenders on a pa
7. A YYYYMMDD B and so on The stl files accumulate until they are manually deleted and are pulled for reporting purposes The time out for how long the FOH waits for EDC to dial can be configured in seconds by add ing a variable to Aloha ini Edit the WaitForEDCRename variable in Aloha ini Set the value to n where n is the number of seconds to wait until EDC renames the req file After the specified number of seconds has elapsed the req file is deleted and renamed with an hld extension 2 4 Using Aloha EDC Aloha EDC User Guide v6 2 Viewing the Aloha EDC Main Screen Use the Aloha EDC main screen to view the transaction activity per card processed through EDC You also determine the status of the processors in use when you last settled a batch and if POS processing is on or off If you have any offline gift card transactions that occurred while EDC cannot connect to the gift card host the total appears in red at the top of the screen To realize the monies from these trans actions you must review and process these transactions Refer to the gift card feature focus guide pertaining to the gift card you are using for more information on gift cards To log in to the EDC program 1 Launch the Aloha EDC program from the Start menu or from a shortcut placed on the desktop 2 Click Log In ALT L Aloha EDC Login Username Password Cancel Figure 2 2 Aloha EDC Login 3 Type your user name 4 Type your password
8. Allow remote connections is only in the Windows 95 version of DCOMCnfg exe 9 For Client only run DCOMCnfg exe and select EDC in the list of servers Click Proper ties then click the Location tab Clear Run application on this computer Select Run application on the following computer and select the computer where the server is installed Note that you can type either a computer name or a raw IP address in the field 10 From the command line or Explorer run the user interface with EDCUI 11 If you need to uninstall the service type EDCSvr UnregServer from the command line You will also need to reboot since the service will still be running 2S For client only machines the EDCSvr exe program is not used except during DCOM configura tion If you have installed EDCSvr with Service you should not try to run EDCSvr exe directly This causes it to show up in the task list and can cause some unpleasant problems For Windows NT you can specify a user account under which to run the EDC service in Control Panel gt Ser vices gt Startup The default is the system account however it can sometimes be useful to set up a privileged user account for the service if the service requires access to protected network resources 1 6 Configuring Aloha EDC Aloha EDC User Guide v6 2 Although NetBIOS alone is sufficient for client server to work on the same machine TCP IP is required for client only connections to work T
9. Currencies ID None 0 z T Expiration T Verify Expiration J Print Expiration Voucher Printing Verily Signature T Do not print vouchers ie J Always Display Tender Screen ppl Signature Line Rules for I Chip N Pin Reader Id required Vouchers Save Cancel Edit Delete Tenders Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Tender Maintenance Number Jost CASH Y Tender Type Identiication Authorization Back Difice Reconciiation Security Verifications I Debit ja Gift Card Eira eCard X I Credit Card Not Applicable z NR Ehnes SOS Options J Use Magnetic Card ONLY Foreign Currencies ID None 0 J Expiration peere T Verity Expiration J Print Expiration m Voucher Printing T Verify Signature I Do not print vouchers T Get Common Service Tender Prefix Pa ees Sianetine ine nuer IT Chip N Pin Reader ld required Vouchers Save Cancel Edit Delete Tenders Is this Tender Type Cash Figure 1 14 TableService Tenders Type Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 27 yUOD Odd eyolv 6Buiinbi 16 17 18 19 20 21 22 Select the card type from the Credit Card drop down list Select Do Not Print Vouchers Use this option when you have indicated no voucher copies to print in Maintenance gt Store Settings gt Credit Card gr
10. Select Processor to Add dialog box Select Processor to Add IN THE BANK ALOHANET AMEX BA MERCHANT SERVICES Cancel CES ee CONCORD EFS DIRECTNET Store Index 1 FIFTH THIRD PROCESSING SOLUTIONS v Figure 1 33 Select Processor to Add Dialog Box Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 45 0d eyolv Bun yuo 3 Select the processor to use 4 Type the Store Index number if necessary Store Index Used to set up multiple merchant IDs for the same credit card processor but normally set to 1 For example if you already defined CES as a processor and require another CES record with a different merchant ID set the Store Index to 2 on the second record The system combines the processor name and the specified store index to create a new processor in this example CES2 The store index number does not have to be incremented in sequential order 5 Click OK The configuration dialog box for the selected processor appears Refer to Configuring a Processor on page 1 46 for information on configuration requirements for each processor 6 Type the information for the processor and click OK to return to the Select Processor dialog box 7 Click OK to exit the Processors function Configuring a Processor You must configure the processor to communicate with the FOH and the respective host With these configuration dialog boxes you can enable the processor to send transactions over a TCP IP co
11. are using multiple processors or have multiple processors configured the Select Processor dialog box appears 2 20 Using Aloha EDC Aloha EDC User Guide v6 2 2 Select Nova and click OK EDC initiates a phone call to the Nova processor and a mes sage letting you know the purge was successful displays Success Result BATCH 414 PURGED Figure 2 22 Batch Purge Confirmation 3 Click OK Editing a Rejected Transaction Use the Edit Rejected Transactions command to edit transactions that have been rejected during a batch settlement if supported by the processor If a transaction is rejected it is written to an rej file You can then recall the transaction to alter and then retry the settlement Once the transaction is edited it is re added to the current list of txn files and then processed during the next batch settlement The Edit Rejected Transactions menu option is only accessible if you select Remove Rejected Transactions on one or more of the processor specific dialog boxes that support the Edit Rejected Transactions functionality Refer to the supported processors section to determine if the processor supports editing cS rejected transactions If you are using a processor that does not support Edit Rejected Transactions this menu option is greyed out To edit a rejected transaction 1 Select Edit Rejected Transactions to display a list of transactions on file Aloha EDC User Guide v6 2 Using Aloha EDC 2 21
12. best to check any new untested brands before you use them This UART problem is dangerous in that EDC may seem to perform properly with a few short tests but when EDC is subjected to real business the problem reveals itself Try using alternate phone numbers if they are available Switch between local and long distance numbers or vice versa Experiment with the init string if it is an unfamiliar modem Turning on error correction can help as long as it does not interfere with the connection itself Troubleshooting EDC 3 11 ods eY4olv BHuljooysajqnoi Common Errors Returned from Processors Processor Error Messages Resolution AMEX INVL Response to They have incorrect account information or are con INIT CTL necting at an incorrect baud rate AMEX Y Modem Error during Lost carrier during settlement Phone line hung up transfer failed error before complete transmission of the settlement file 618 CES Invalid Data Rec When sending one of the packets it has found one with incorrect information Need to turn debug on and find the last 2 transactions it sent After locating and identi fying the 2 transactions figure out why they are failing and correct the problem or void them CES Batch Full CES supports a maximum of 349 transactions per batch In Aloha versions 5 2 5 104 and higher you can add the MaxTransactionsPerBatch variable to the CES section of EDC ini and assign it a value that represents the e
13. dedicated phone line The phone line should not interact with any internal telephone or PBX system Static crosstalk or other examples of degraded quality in the telephone system or phone lines will cause difficulties in modem connec tions with the processor This guide does not document how to install modems Refer to the documentation sup plied with the modem Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 37 0d3 eyojy Pun uos Selecting a Modem You must select a supported modem for EDC to use You can configure multiple modems for a restaurant depending on your needs such as one modem for handling transactions for all credit card processors a modem for each credit card processor or multiple modems for the same credit card processor You may use a modem not listed however you must enter the correct initialization commands in Authorization Init String and Settlement Init String in the Dialing Properties for the processor Many communication problems are often traced to incorrect register settings in an initialization string To use a modem not in the list click Cancel and type the modem name in Description on the Add Modem dialog box Then type the correct initialization string information in the Dialing Properties dialog box To select a modem 1 Select Configure gt Modems to display the Select Modems dialog box Select Modems Default CETE US Robotics Sportster 28800 Configure Remove
14. file structure is much less likely to be available to anyone entering the system from an external location You can configure Windows and the Aloha system together to permit only the system administrator access to these files To move non temporary EDC files outside the Iberdir file structure 1 Settle all pending batches prior to continuing with this procedure 2 On the EDC server typically the Aloha BOH file server create a new path for EDC outside the Bootdrv file structure For example if the current file structure is C Boot drv Aloha EDC you could use C AlohaEDC EDC 3 Log in to Aloha EDC and select File gt Stop POS Processing 4 Log out and close Aloha EDC and close any remote instances of EDC running on other computers on the network such as a manager workstation 5 Stop the EDCSvr Windows service Create a new environment variable EDCProcPath specifying the new location for the EDC folder created above Move the contents of the old EDC folder to the new location Start the EDCSvr Windows service Open and log in to Aloha EDC 0 Select File gt Start POS Processing aS Ses When you configure the system in this manner the system Aloha FOH BOH or Aloha EDC writes all authorization request files req to the default EDCPath and the transaction txn and settlement stl files to the new EDCProcPath location The system writes answer ans files to the EDCPath location The FOH deletes ans files
15. from EDCPath after processing the response so the file remains in the shared path for only a short time The system writes stl and txn files solely to the EDCProcPath location EDCSvr reads the EDC ini and other EDC files in the EDCProcPath location and monitors the current EDCPath location for incoming req files The Aloha system assumes Iberdir EDC as the default location for the environment F variable EDCPath It is not necessary to create this variable as Aloha assumes this location if you do not If you want to use a path different from the default for EDCPath create the new folder and create a new environment variable EDCPath to match the new location The EDCPath folder must be within the Bootdrv location Configuring Aloha EDC Aloha EDC User Guide v6 2 EDC and Redundancy There are two ways of approaching EDC and redundancy 1 Attempt to maintain live transaction authorization despite server failure 2 Simulate live transaction authorization during server failure Redundant Dialout In a typical restaurant there is only one modem on the BOH computer that is used for EDC dia lout If this is the case and the BOH goes down you have lost EDC dialout capability On the other hand if you put a modem in the master terminal and you run EDC on the master terminal as well as on the BOH you can have a fairly effective redundant EDC Anytime the master termi nal takes over as the file server req files begin to be
16. in Aloha EDC are used to assign individual card types to spe cific credit card processors configure the modem and dialing procedures and store information required for settlement procedures vi The application is launched from an icon in the Aloha program group It runs as a background process on the file server constantly monitoring the Aloha system network and looking for credit card transaction activity Preauthorization and authorization requests are processed automatically with the credit card processor specified for each type of card accepted by the restaurant Aloha EDC allows the cashier to exit a guest check before the authorization is complete The authoriza tion process does not lock the terminal so the cashier is able to ring up the next order immedi ately One of the unique features of Aloha EDC is that it supports split authorization This means that multiple credit cards may be authorized by one processor or by several processors Completed transactions are collected into batches that are then settled with the credit card processors at regular intervals typically on a daily basis and credited to the restaurant s account Settlement procedures are initiated when Functions gt Settle Batch is selected on the Aloha EDC main screen Transactions collected into the batch files are sent electronically to the processing com pany specified for each type of credit card accepted by the restaurant then stored in a transaction b
17. negotiating a connection With advanced modem fea tures enabled the modem takes too long when trying to establish a high speed connection The processor modem often disconnects before making a connection If you install an unlisted modem it is up to you to enter the correct register settings for Authori zation Init String and Settlement Init String located in the Dialing Properties dialog box An incomplete or incorrect initialization string does not normally prevent the system from communi cating with the modem but can prevent the modem from making a connection with the credit card processor Consistent failure to connect is a common symptom of an incorrect initialization string 1 48 Configuring Aloha EDC Aloha EDC User Guide v6 2 Each initialization string should begin with the Attention Command AT followed by the com mands to e Reset modem to factory settings e Disable DCE flow control e Disable v 42 MNP data compression e Disable XON XOFF or RTS CTS flow control e Enable direct data link only Consult the user manual shipped with the modem and determine the appropriate commands For example the init string for a Hayes modem is ATZ amp KO amp M0 amp C1 amp D2 where AT Attention command Alerts modem to subsequent commands Z Resets factory defaults amp KO Disables flow control amp MO Turns off the modem speaker amp C1 Turns DCD on when the carrier from the remote modem is detected amp D2 Se
18. new button such as Credit Card Configure all settings as required in the Text Background and Bitmap sections of the Edit Buttons screen using the Preview window as a guide to give the button the desired appearance ne Oot SS 1 32 Configuring Aloha EDC Aloha EDC User Guide v6 2 10 Click OK to return to the panel with the new button in place nts A Carin ews aU House Account to COMPS PROMOS Figure 1 20 Sample Tenders Panel 11 Select Save All Panels from the Commands menu and exit Panel Editor Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 33 0d eyolv Bun yuo Configuring Aloha EDC Once you configure the requirements in the Credit Card group and create credit card tenders you must configure the Aloha EDC interface such as setting up store information defining modems processors and associating credit card types Use the Configure menu within Aloha EDC to cus tomize the Aloha EDC system to fit the specific requirements for your restaurant To log in to the EDC program 1 Launch the Aloha EDC program from the Start menu or a shortcut placed on the desk top 2 Click Log In ALT L Aloha EDC Login Username Password Cancel Figure 1 21 Aloha EDC Login 3 Type your user name 4 Type your password 5 Click OK To log out of the EDC program select File gt Log Out Stopping POS Processing To configure EDC you must stop EDC processing to access the Configure
19. ods eyY4olv buisp 2 Select the rejected transaction rej to edit and click OK The Edit Rejected Transac tion dialog box with the transaction detail appears Edit Rejected Transaction x Card Number Expiration Amount Delete m AuthCode Cancel Reject Count Figure 2 23 Edit Rejected Transaction Dialog Box 3 Type the card number expiration date amount tip and authorization code The Reject Count number indicates the number of rejected transactions on file 4 After changing any necessary information click Re Add The edited transaction is rein serted into the current batch When you click Re Add or Delete the POS status on the Aloha EDC main screen is momentarily changed to POS is OFF Once the rejected transactions are reloaded into the current batch the POS status returns to POS is ON To remove a transaction from the batch click Delete 5 Click Cancel to exit 2 22 Using Aloha EDC Aloha EDC User Guide v6 2 Reporting EDC Use the Report menu to view and print EDC transactions offline transactions and export reports to a common format You can report information from the current batch previous settlement batches in the history files or a combination of current and previous batches Aloha EDC v6 0 0 Alpha Connected clients 1 Fie Configure Functions esters Review Transactions Review Offline Transactions Create Transaction Report Total txns 0
20. offline mode retries C Is Currently Offline Only tries to connect once Max Amount allowed for Activation 50 00 Max Amount allowed for Redemption 20 00 Figure 1 54 Paymentech Options Tab 1 70 Configuring Aloha EDC Aloha EDC User Guide v6 2 Aloha EDC User Guide v6 2 PAYMENTECH Setup Options TCP IP Dialing Secure Intemet Authorizations I Connect using SSL Secure et Laye Host Jnetconnectvar2 Paymentech net Resource nect controlle User Name orse oo Password iocus E No modem fatove TCP IP Settings m Authorization r IP Address Port Number First Primary 208 237 46 199 Second 0 0 0 Settlement IP Address Port Number First Primary 208 237 46 199 Second Figure 1 55 Paymentech TCP IP Tab Configuring Aloha EDC 1 71 juo9 q3 eyolV Buinbi RBS Lynk LynkSystems Aliases Lynk Supported Card Types Credit cards v4 2 and above TCP IP SSL v5 2 5 and above Supported Communication TCP IP Frame v5 2 5 and above Dial up v4 2 and above Notes RBS Lynk is in direct partnership with Radiant Systems For v5 2 and below use Visanet as an RBS Lynk emulation For v5 2 to v5 3 20 use the Lynk processor Acquirer BIN EEEEEE Merchant Name Merchant Name Merchant Number 123456789012 Merchant Location Location Store Number 0001 State X Terminal Number 0001 zip ssss9
21. one settlement You must always verify batch totals before settling a batch In restaurants with split settlement that is settlement is handled through more than one processor the system prompts for the processor to settle When you settle a batch you cannot perform any other functions until the settlement ends The system initiates the data connection with the processor carries out the settlement procedures and finalizes the process by writing the transactions to a dated settlement file with the format of MMDDYYYY stl in the EDC lt processor name gt directory For example if you use CES for settlement settlement files appear in the EDC CES directory Aloha EDC starts a new batch file to accept transactions The stl files provide a history of all transactions settled through each processor and remain on the system until you manually delete them The decision of when to delete the files is left to restaurant management Settling a Batch Use the Settle Batch command to settle the current batch which is usually part of a normal man agement routine each day To settle a batch 1 Select Functions gt Settle Batch If you are using multiple processors or have multiple processors configured the Select Processor dialog box appears 2 Select a processor from the list and click OK 2 16 Using Aloha EDC Aloha EDC User Guide v6 2 To select a row of processors hold down Shift and select the first and last processor All proce
22. support What do I need to send for Radiant Systems Technical Services or Development to research a problem Dated subdirectory from a day that had problems Settlement file for the same day or a set of txn files if they cannot settle Debout edc EDC ini DRWatson log if General Protection faults or other crashes have been occurring A full description of the problem and when it started Make sure the dated subdirectory and the settlement file are for the same date of business It is common for support to receive mismatched files because the date on the settlement file is often the morning after the batch was built So you might get dated subdirectory 19990715 and 19990715 stl but quite often 19990715 stl is actually the batch from 19990714 that was settled the next morning This wastes a considerable amount of time Look at the stl with an editor if you are not sure Aloha EDC User Guide v6 2 Troubleshooting EDC 3 5 ods eY4olv BHuljooysajqnoi Optimizing EDC Making sure that EDC is authorizing as quickly as possible is important If customers are waiting 30 seconds or longer for credit cards to authorize that impacts their perception of the restaurant s service 1 Ifthe merchant is authorizing using 800 numbers try using 950 numbers instead It takes a long time to dial and connect to an 800 number 950 numbers are special local numbers that connect extremely fast usually on the first ring Ask the credit card process
23. the Aloha suite of restaurant automation software products but for operations that depend on credit cards as a form of payment it is a critical component of any restaurant automation system It was designed to integrate into any of the Aloha hospitality systems to provide on line credit card authorization preauthorization verification and settlement of credit card transactions In addition it provides a number of built in management tools such as real time transaction tracking maintaining transaction history files and customized reporting functions It was developed specifically for the hospitality and food service industry and draws on our many years of experience and proven performance as the market leader in Microsoft Windows based Point of Sale systems for restaurants Although Aloha EDC is a powerful restaurant automation and management tool it is simple to install easy to configure and intuitive to use Managers will find it an essential add in to the Aloha system Aloha EDC Electronic Draft Capture works hand in hand with the Aloha system It is activated and configured in Aloha Manager using check boxes and text boxes in Maintenance gt Store Settings gt Credit Card group These settings determine how Aloha EDC interacts with order entry terminals in the Front of House how the magnetic stripe on credit cards is read and inter preted and how the credit card voucher is printed Additional settings in the Configure menu
24. transaction appears on the appropriate check The adjusted amount appears on totals on the FOH Aloha EDC User Guide v6 2 Using Aloha EDC 2 7 ods eyY4olv buisp Authorizing a Transaction from the BOH Use the Authorize function to enter a manual transaction independent of the FOH Transactions entered using the Authorize function become part of the current batch but are not associated with a guest check on the FOH This is used in special circumstances that require the user to override or supplement FOH transactions If at all possible cards should be authorized and scanned from the FOH To authorize a transaction from the BOH 1 Select Functions gt Authorize to display the Authorize dialog box Authorize x Card Number 6785999999999999 OK Expiration 11 08 Cancel Amount 32 57 Tip 5 00 Figure 2 5 Authorize 2 Type the card number card expiration date amount and tip information 3 Click OK to initiate the authorization process An approval number is received with authorization Adjusting a Transaction from the BOH Use the Adjust function to modify a previous credit card transaction entry after the End of Day has been processed and the batch has not been settled or when the original transaction was gen erated using the Authorize function If the transaction to be adjusted originated on an order entry terminal in the FOH the adjustment should be done from the FOH if possible 2 8 Using Aloha EDC Al
25. transactions 11 40 2 60 14 00 current view magnification vertical scroll bar Figure 2 26 EDC Transaction Report Preview report page Use the arrow keys to maneuver around within the report The Magnifying icon located on the bottom of the dialog box is used to zoom in on a particular area of the report To use this function click the Magnifying icon and then click the area of the report to mag nify To print the report after viewing it click the Printer icon 9 Click Print to print the report if desired 10 Close the report 2 26 Using Aloha EDC Aloha EDC User Guide v6 2 A legend appears at the bottom of the Transaction Report and only appears if the transaction occurred e Automatic authorization occured in standalone mode e F Forced Transaction e C Contactless entered card number e M Manually entered card number e No Capture The transaction in batch was not part of settlement This does not refer to a voided transaction Possible causes Uncompleted PreAuth or card type not enabled on this Merchant ID e O Offline transaction e P Partial redemption e V Voided gift card transcation The No Capture indication only happens with CES processors It is not to be confused with voided transactions that are placed in parenthesis from processors that require voids to remain in the batch Currently Nova and Maverick are the only supported pro cessors that will have these indication
26. up mock authorizations do not occur even if the EDC program is turned off and is not processing requests EDC is able to go into spooldown without losing network connection 5 Select Show message when EDC is down to display a notification when EDC is in spooldown 6 Type a dollar amount in EDC Floor Down to represent the maximum mock authoriza tion amount The system declines any mock authorization attempt over this dollar amount The system does not allow a floor down amount less than 1 00 Z To allow a floor down amount less than 1 00 set the EDCNOFLOORLIMIT variable Y to TRUE in Aloha ini 7 For TableService installations select the credit card lookup ID This designates a pre defined generic tender to search all active tenders based on the prefix number and detect the correct credit card type 8 Type threshold in hours that you are allowed between settling your credit card batches before a warning message appears on the Login screen in Show Last Settlement Alert if More Than __ Hours Ago This option lets you know you need to run a settlement 9 Select Only Read Track Two to designate the mag card reader MSR you are using reads only track two of the magnetic stripe on a card 10 Select Do Not Allow Force Tenders to restrict you from forcing a credit card payment When you select this option the Force button does not appear on the FOH Close screen in TableService operations 11 Select Cannot use sa
27. usually invisible but the DebugScan option on EDC will cause the Aloha EDC program to output detailed information into the Debout edc file showing the scanning activity When Aloha EDC picks up spooled transactions it performs a real authori zation at that point Typically the authorization succeeds and the transaction is added to the cur rent batch and is settled normally Fake transactions that successfully authorize print on the Aloha EDC User Guide v6 2 Configuring Aloha EDC 0d3 eyojy Pun uos Aloha EDC batch report with next to them If the authorization fails the merchant is in jeop ardy of losing money because the FOH allowed the sale to occur Therefore failed authorizations that were spooled using fake authorizations are selected at the bottom of the Aloha EDC batch report The merchant should review these carefully if they occur to avoid losing revenue The ScanRestrict FileName option on EDC will cause the scan to only pay attention to transac tions from terminals where the EDC directory contains FileName This is useful in SuperSites if you are running more than one copy of EDC and you want each copy of EDC to pick up transac tions from only a particular set of terminals The fake authorization mode is only activated when the BOH is down and the master terminal cannot open an req file on the BOH server If the BOH is up fake authorizations do not occur even if the Aloha EDC program is turned off
28. 0001 Sequence 0001 V Enable Multi trans Remove rejected transactions Figure 1 48 Maverick Dialog Box Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 65 0d eyolv Bun yuo Nabanco FDMS South Aliases First Data South Credit cards v3 65 and above Supported Card Types ValueLink gift cards v5 2 5 and above TCP IP SSL v5 2 5 and above Supported Communication TCP IP Frame v5 2 5 and above Dial up v3 65 and above Notes Setup Options TCPAP Dialing Credit Card Merchant Id TEREEIYE Gift Card Merchant Id 12345678901 GC Altemate Merchant Id 00000000000 Terminal Serial Number 99 Qual Code 12345 State Texas ki ZIP 00000 Country USA X Category Code 0000 AMEX Merchandise Description 0000 AMEX SE JCB SE Diners SE Discover SE Enable Multitrans Remove rejected transactions Figure 1 49 Nabanco Setup Tab 1 66 Configuring Aloha EDC Aloha EDC User Guide v6 2 NABANCO Setup Options TCPAP Dialing Offline Gift Card Transactions Automatic offline mode retries Is Currently Offline only tries to connect once Max Amount allowed for Activation 50 00 Max Amount allowed for Redemption 20 00 Figure 1 50 Nabanco Options Tab NABANCO Setup Options TCPAP Dialing TCP IP Credit Card I Sockets stay connected Authorization IP Address Port Number First
29. 1 68 1 81 2 14 2 19 2 20 P Paymentech 1 51 1 69 Phone Prefix 1 40 Preauthorize 2 11 Private Label Cards 1 78 processors 1 44 in the Bank 1 51 AlohaNet 1 51 Amex 1 51 BA Merchant Services 1 51 CES 1 51 Concord EFS 1 51 DirectNet 1 51 FDC 1 51 Fifth Third Bank 1 51 Global Payments 1 51 Maverick 1 51 Nabanco 1 51 Nova 1 51 Paymentech 1 51 RBS Lynk 1 51 Stored Value Systems 1 51 Visanet 1 51 Purge Batch 2 20 R RBS Lynk 1 51 1 72 Refund 2 11 Remove Modem 1 40 Remove rejected transactions 1 46 Report Menu Review Transactions Batches 2 24 Card Types 2 24 Employees 2 24 First Sort By 2 25 Second Sort By 2 25 Aloha EDC User Guide v6 2 Retry SSL Every ___ W Connections 1 79 WAITFOREDCRENAME 2 4 S Worksheets 1 4 Second Sort By 2 25 worksheets A AL selecting multiple processors 2 17 Settle Batch 2 16 settlement l vi Settlement Baud Rate 1 50 Settlement Init String 1 50 Software requirements 1 4 split settlements l vi SSL 1 44 STL files 2 24 STL history file 2 16 Store Index 1 46 Store Information 1 35 Stored Value Systems 1 51 1 73 Supported modems 1 4 T tab names 1 23 TCP IP frame support 1 44 TCP IP Internet secure or encrypt ed support 1 44 Tender type 1 23 Tenders function tab Authorization subtab Allow PreAuth With EDC 1 31 Authorize Using EDC 1 31 Tip Refund 1 23 tips 1 26 TXN files 2 4 U Use Aloha EDC 1 14 V Visanet 1 51 1 75 Void 2 12 Index l 3 1
30. 2 10 Preauthorizing a Transaction from the BOH s 2 11 Refunding a Transaction from the BOH ee eeeeeseeeteeeeeeeeeeee 2 11 Voiding a Transaction from the BOH 0 eeeeeeeeeeeeeeeeeeeeennaaees 2 12 Authorizing CHECK veers cata sseteaactianeeavesras azetsadceeusanrareindeeapseebecads 2 14 Performing Batch Functions sscccitcccscsisseceutedideeteerdbsictnocenetscteusmndete 2 16 Settling a Bathie dreii aara ia aaka Ea RE aaa 2 16 Forcing a Settlement esessseseseessorsrrrrrretrrrrrnnnnesrnrnnnraneeeeeeenee 2 18 Getting Current Batch Totals 0 eeccecseeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 2 19 Getting Previous Batch Totals wic cccccccciecssesssececseessisicesncerteennndece 2 19 P rging a Bath iernii i 2 20 Editing a Rejected Transaction cccceeceeeeeeeeeeeennnneeeeeeeeeeenees 2 21 Reporting EDG ssiiiriisiaato isisisi aa er 2 23 Viewing and Printing the Batch Transaction Report 2 23 Exporting the Batch Transaction Report cccccceesceeeeeeeeees 2 27 Changing the File Path of the Export File eee 2 29 Automating the Batch Transaction Report 2 30 2 2 Using Aloha EDC Aloha EDC User Guide v6 2 Understanding the Aloha EDC File Process After you complete the installation requirements and start POS processing the EDC transactions are processed seamlessly from the FOH to the EDC server The flowchart below demonstrates the normal file process for credit card transactio
31. 37 Amex Setup Tab 1 54 Configuring Aloha EDC Aloha EDC User Guide v6 2 BA Merchant Services Aliases Formerly NPC Supported Card Types Credit cards v3 5 and above Supported Communication Dial up v3 5 and above Notes This processor was named NPC for v3 5 to 5 3 20 BA MERCHANT SERVICES Compuserve Routing 123456 Merchant Number 1234 Cancel Terminal Number 234 Dialing Store Number 1234567 Merchant Category Code 3999 Batch Number 001 I Inquiry Only Remove rejected transactions Figure 1 38 BA Merchant Services Dialog Box Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 55 0d eyolv Bun yuo CES FDMS North Aliases Cardnet First Data North Credit cards v3 5 and above Supported Card Types ValueLink Gift cards v5 2 5 and above TCP IP SSL for credit cards only v5 2 5 and above TCP IP Frame v5 2 5 and above Datawire IPN Gateway v5 2 5 and above Dial up v3 5 and above Supported Communication Notes CES supports a maximum of 349 transactions per batch Setup Options TCP IP Dialing Offline Gift Card Transactions Automatic offline mode retries Is Currently Offline only tries to connect once Max Amount allowed for Activation 50 00 Max Amount allowed for Redemption 20 00 Figure 1 39 CES Options Tab 1 56 Configuring Aloha EDC Aloha EDC User Guide v6 2 Aloha EDC Us
32. 4 Index Aloha EDC User Guide v6 2
33. 993 Agent Number 399999 Location Number 99999 Chain Number 999999 Time Zone Central z M Enable Daylight Savings Terminal ID 99999999 Direct Internet Connection Industry Food Restau I Connect using SSL Secure Socket Layer Currency US Dollars Countiy USA TCPAP Settings FRAME RELAY Merchant Category 5999 Authorization IP Address Port Number Batch Number CF First Primary O iH 5 Sharing Group Merchant ABA Number Settlement Agent Num Reimbursement Attribute 0 Second 0 0 0 0 Settlement IP Address Port Number First Primary I Remove rejected transactions I Enable Multi trans Second Figure 1 56 RBS Lynk Dialog Box 1 72 Configuring Aloha EDC Aloha EDC User Guide v6 2 Stored Value Systems Aliases Credit cards v5 3 and above Supported Card Types Stored Value gift cards 5 3 and above Accepts cards formatted for Aloha eCard 6 2 and above TCP IP Frame v5 3 and above Dial up v5 3 21e and above Supported Communication Notes STORED VALUE SYSTEMS Setup TCP IP Dialing Merchant ID jooo00g Store Number 0000000000 IVR Number 000000 Auth Routing ID S S994 Settle Routing ID svs999 Figure 1 57 Stored Value Systems Setup Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 73 0d eyolv Bun yuo STORED VALUE SYSTEMS Setup TCP IP Dialing
34. 999 00 you can refund a credit card Use this function to prevent users from entering incorrect amounts accidentally Type the number of times to process EDC transactions via dialup before trying to connect through SSL 1 78 Configuring Aloha EDC Aloha EDC User Guide v6 2 Retry SSL Every _ Connections Defines the consecutive number of attempts Aloha EDC uses a dial up connection before attempting to connect via an SSL connec tion This reduces the time spent waiting for a message that the SSL connection is down For example if you enter three the system will notice the Internet connection is lost use a dial up connection for three consecutive transactions and attempt an SSL connection on the fourth transaction 4 Click OK Starting POS Processing After you configure the Aloha EDC program you must start POS processing for the EDC pro gram to communicate with the FOH and process transactions To start POS processing select File gt Start POS Processing Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 79 0d3 eyojy Pun uos Defining an EDC Processing Path Aloha EDC has the ability to directly specify an EDC processing path for EDC and for the FOH This is necessary to support multiple stores using an EDC server or to support a separate EDC server which is not on the BOH By using the EDCPath command line option or EDCPath envi ronment variable this overrides the FOH communicating with EDC using the lt i
35. C Use Canadian Debit Track 63 End 13 I Only Read Track Two I Do Not Allow Force Tenders Cannot use same credit card IV Mock Authorizations When EDC is Down I Show message when EDC is Down EDC Floor Down 0 00 I Show Last Settlement Alert if More Than 94 Hours Ago Number of ICVerifyT erminals 1 Assume this Tip for Authorization 20 00 twice in a day Store Settings Select the option category you are interested in viewing or editing Figure 1 1 QuickService Store Settings Credit Card Group Setup Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 13 yUOD Odd eyolv Buinbi Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Group Credit Card Bd EDC Setup Authorization Voucher Printing 1 Voucher Printing 2 Options IV Enable EDC Electronic Draft Capture m Mag Card Sentinals IV Use Aloha EDC Start 37 Track j3 I Use Chip N Pin EDC oon EO fa I Use Canadian Debit es ae IV Mock Authorizations When EDC is Down Only Read Track Two I Show message when EDC is Down T Do Not Allow Force Tenders EDC Floor Down foo Cannot use same credit card twice in a day Credit Card Lookup ID None 0 X Number of ICVerifyTerminals 1 Assume this Tip for Authorization 20 00 I Show Last Settlement Alert if More Than 24 Hours Ago Store Settings Figure 1 2 TableServic
36. C Setup Tab 1 12 Defining Requirements for Pre Authorization ceeeeeeeee 1 16 Customizing the VOUCHGT 2 cccceeseeesecceeeeeeeeeeseeeeeeeeeeseeeenees 1 17 Creating Card Tenders seater ccc Sasi adac eeeeteadedaldeceantara ace 1 23 Configuring Aloha EDC ccccstcesncssseescteeteeiins site tcctintidenatecsebestaesiioues 1 34 Stopping POS Processing lt aicsestss Rticeitinie caeisoassessnemneakes 1 34 Configuring Store Information eeeeeeeeeeeeeeeeeteeeeeeeeeeeeee 1 35 Configuring MOGOIMS secssiccccscticevenstivotsecvarus casitchecexcnnananetuciertectadees 1 36 Configuring Gateways tt ccaiiandivasditaeterschinnadeteeteaaaiiddeetatnentactdasehe 1 40 Configuring Processors siciciicicecaasaccotiecesteviatabcecsteuasenesstucdereacannuece 1 44 Configuring Private Label Cards ecceesseeeeeeeeeeeeeneneeeeeeeeeeees 1 76 Assigning Cards to ProCe SSOMs ccccceeeeeeeeeeeeeeeeeeeeeeeeeenaaaees 1 77 Defining Additional EDC Options ce eccceceeeeeeeeeeteteeeeeeeeeeeeeee 1 78 Starting POS Processing scccecs teassoacareccsaaneas deeds tettvanteenceecenantarada 1 79 Defining an EDC Processing Path 2 2 cccsses ssscceeeeeeeesesseneeeee 1 80 Editing EDC INi srn it anina a oa iea iata ainiai 1 81 1 2 Configuring Aloha EDC Aloha EDC User Guide v6 2 Before you can use Aloha EDC to process Aloha EDC transactions you must define several items This chapter discusses the setup requirements for Al
37. C User Guide v6 2 Select Transaction To void a transaction from the BOH Select Functions gt Void to display a list of transactions to void Click on column heading to sort items Date Time Type Card 20060727 11 50 52 20060801 08 52 21 20060801 08 59 55 20060808 18 02 00 20060808 18 03 13 20060808 18 12 40 20060808 18 13 08 20060810 15 12 45 20060810 15 13 02 20060810 15 45 59 20060810 15 46 13 20060810 16 35 02 20060810 16 36 44 SCOVER SA HROOOOOOOH 488 2EOOOOOOO 007 RROOOOOOO 0007 ROCCO OOO HROOOOOO OOO 200000000000 0007 200000000000007 KROOOOO OOD EOOOOOOOO 0007 ROCCO OO OOOOH 200000000006 0007 PORREO00001118 ods eyY4olv buisp SZzszsseeeesesso C 20060810 16 37 51 SCOVER 2000000000005488 sil Cancel Figure 2 13 Select Transaction Dialog Box 2 Select the transaction to void and click OK The Void dialog box with the transaction detail appears with a confirmation prompt Void this transaction Authorization Card Number 00000000000 1118 Exp Date 1207 Amount 4 56 Tip 0 44 Cancel Authorized for 5 47 Figure 2 14 Void Dialog Box 3 Click OK to void the transaction or click Cancel to cancel the void Aloha EDC User Guide v6 2 Using Aloha EDC 2 13 Authorizing a Check Use the Check Authorize command for the Nova processor only and to authorize a check To authorize a check 1 Select Functions gt Check Authorize If you are using multi
38. C User Guide v6 2 Configuring Aloha EDC 1 75 yUOD oqq PYyoIV Buinb1 Configuring Private Label Cards Use the Private Label Cards function to configure cards owned by private institutions such as a Sears card or a campus meal card Typically these would be cards that carry credit for purchases but are valid only if used at a location found within the company such as an in house cafeteria To configure a private label card 1 Select Configure gt Private Label Cards The Configure Private Label Cards dialog box appears Configure Private Label Cards Card to Configure Card Name YouNameHere Cancel High Range oooo0000 o LowRange 00000000 Max Len he V Check Digit Min Len MV Expiration Date Optional Figure 1 60 Configure Label Cards Dialog Box 2 Select an unused record from the Card to Configure drop down list Card to Configure Denotes the private card Choose from Privatel Private2 Private3 Private4 or Private5 You can configure up to five private label cards 3 Type the name of the private label card 4 Type a high and low range for the card High Range Denotes the eight digit prefix of the card number which represents the upper range of card numbers Low Range Denotes the eight digit prefix of the card number which represents the lower range of card numbers 1 76 Configuring Aloha EDC Aloha EDC User Guide v6 2 5 Type a minimum and maximum length for the card Max L
39. Credit Card X Voucher Printing 1 Voucher Printing 2 Options ations Automatically Pre Auth Settings Bo Amount Selections awon E 0 00 0 00 Increment 25 00 Warming Point 15 00 Store Settings Perform a Pre Auth if Warning Point Reached Figure 1 3 TableService Store Settings Credit Card Group Setup Tab 2 Select Perform Pre Authorizations Automatically to automatically dial out to perform a pre authorization when the check total exceeds the warning point 3 Type the initial dollar amount to use for automatic pre authorization in Amount 4 Type the dollar amount for subsequent increments over the pre authorization amount in Increment For example if the initial pre authorization amount is 50 00 and the increment amount is 25 00 the amount increases to 75 00 to send to the pro cessor for pre authorization 1 16 Configuring Aloha EDC Aloha EDC User Guide v6 2 5 Type the dollar amount at which point you want the system to warn the server that the guest check total exceeds the total pre authorization amount in Warning Point The total pre authorization amount is the initial amount and any incremented amount When a pre authorized credit card total approaches the authorized amount the system warns the server by changing the color at the top of the FOH guest check window to red 6 Type increment amounts in the Amount Selections text boxes for the employee to select when increm
40. EDC file indicates an out of sequence error To correct this problem manually edit the EDC ini file located in the EDC direc tory Locate the Nova section of this file and reset the LastRecordNumber to zero or call Aloha Technical Services for further assistance Aloha EDC User Guide v6 2 Troubleshooting EDC 3 15 ods eY4olv BHuljooysajqnoi Duplicate Transactions for the Same Credit Card Number Remember that the FOH performs authorizations by creating an req file and waiting for an ans file In particular the master terminal is the one that does this If the master terminal goes down while waiting for an ans file then a duplicate transaction or a failed transaction become possi ble This is because the new master does not know whether the first req transaction went through so it creates another req file This second request file may result in a duplicate transac tion in the batch or the transaction may be rejected because it is recognized by the processor as a duplicate You can confirm this is what happened by looking in the stl for the duplicate credit card number Write down the time of the authorization Then dump the transaction log and look around that time frame to see if the master terminal went down This is an extremely rare occur rence If the merchant prints or views a batch report before settling a batch it should never be a problem because the batch report very explicitly warns the merchant if there are duplicate tra
41. POS is OFF Last settlement Amount Tips Total Refunds Net MC VISA AMEX Diners CB Discover Enroute JCB Military Private Label Debit Gift Card Total Figure 2 24 Report Dropdown Menu Refer to the feature focus guide pertaining to the gift card you use for information on using the Offline Transaction Report Viewing and Printing the Batch Transaction Report View and print the Batch Transaction report to monitor and keep track of transactions for current and settled batches You can include multiple batches card types and have up to two sorts Per form this procedure before or after settling a batch Aloha EDC User Guide v6 2 Using Aloha EDC 2 23 ods eyY4olv buisp To view and print the Batch Transaction Report 1 Select Reports gt Review Transactions to display the Batch Transaction Report dialog box Batch Transaction Report Batches Card Types M Mastercard MV VISA MV AMEX View IV Diners Discover Enroute M JCB iv Military Private Label i Debit Gift Card Paymentech Multi Store Mode Gift Card ValueLink I Sort By Store V Gift Card Comdata Sot By Terminal W Gift Card Fifth Third Bank Cancel Employees First Sort By Second Sort By IV All Employee Employee Card Number Card Number Amount Tip Amount Tip Amount Amount C Tip C Tip C Check C Check Figure 2 25 Batch Transaction Report Dialog Box 2 Select the batc
42. Primary 0 0 0 Second 0 0 0 Settlement IP Address Port Number First Primary 0 0 0 Second 0 60 0 TCP IP Gift Cards I Sockets stay connected First Primary Credit Card DID Service Name Gift Card DID Figure 1 51 Nabanco TCP IP Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 67 juo9 q3 eyolV Buinbi Nova Aliases Supported Card Types Credit cards v3 8 and above Supported Communication Dial up v3 8 and above Notes Bank ID Number BIN 123456 TeminalID 999999 Cancel Merchant ID Number 123456 Dialing IV Enable Multi trans ja Figure 1 52 Nova Dialog Box 1 68 Configuring Aloha EDC Aloha EDC User Guide v6 2 Paymentech Aliases Paytech Credit cards v4 4 and above Supported Card Types Paymentech gift cards v5 2 5 and above TCP IP SSL v5 3 and above Supported Communication TCP IP Frame v5 3 4 and above Dial up v4 4 and above Notes PAYMENTECH Setup Options TCP IP Dialing Client ID E Terminal ID 123 Merchant ID 123456789012 Batch 001 Sequence 001 Enable Multi trans I Remove rejected transactions Figure 1 53 Paymentech Setup Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 69 0d eyolv Bun yuo PAYMENTECH Setup Options TCP IP Dialing Offline Gift Card Transactions Automatic
43. S e gt Q m LLI User Guide Copyright Copyright 2008 Radiant Systems Inc The information contained in this publication is confidential and proprietary No part of this document may be reproduced disclosed to others transmitted stored in a retrieval system or translated into any language in any form by any means without written per mission of Radiant Systems Inc Radiant Systems Inc is not responsible for any technical inaccuracies or typographical errors con tained in this publication Changes are periodically made to the information herein these changes will be incorporated in new editions of this publication Any reference to gender in this document is not meant to be discriminatory The software described in this document is provided under a license agreement The software may be used or copied only in accordance with the terms of that agreement Radiant Systems Inc 2008 All Rights Reserved ALOHA is a U S Registered Trademark of Radi ant Systems Inc Microsoft and Windows are registered trademarks of Microsoft Inc IBM is a registered trademark of International Business Machines Corporation Other products mentioned are trademarks or registered trademarks of their respective companies Revision 20080717 Table of Contents Introduction Concepts and Basic Terminology ccccceseesseccceeeeeeeesseeneneeee l vii Processor S amieu a Anea aA AA AR ENa aa eeina l viii Downgra
44. Svr exe as a standalone program although it still must be registered by running EDCSvr exe RegServer Installing EDC Outside of Bootdrv Share This requirement stresses the need to prevent the insecure storage of cardholder data When the system does store cardholder data even if momentarily the system should encrypt the informa tion to render it unreadable Configure the Aloha system to disable any audit processes that may result in the storage of full credit card numbers or other information obtained from the magnetic stripe Mask cardholder data and card numbers whenever possible We recommend you use Aloha v6 1 or above as these versions take advantage of 128 bit encryp tion required by these standards for the brief periods of time when cardholder data may be stored on disk The Aloha system encrypts cardholder data any time it is at rest and purges non essential data such as track data after completing the authorization process Aloha EDC User Guide v6 2 Configuring Aloha EDC 0d3 eyojy Pun uos Also with Aloha v6 1 Aloha EDC is capable of storing data files related to credit card processing outside the established Iberdir path by using a new environment variable EDCProcPath This change affords more data security and customer protection by moving non temporary files related to transaction authorizations and settlements outside the Bootdrv share currently used by the Aloha system Data not stored within the shared
45. X to perform settlement you could experience this problem In either case double check that the customer is authorized to settle directly with AMEX and verify the phone number Aloha EDC User Guide v6 2 Troubleshooting EDC 3 9 ods eY4olv BHuljooysajqnoi Another cause of You are not authorized messages could be that AMEX has the merchant set up for a different point of sale system other than the Aloha system If so they reject settlement attempts by the Aloha system When we settle we send a unique id which identifies Aloha Unless AMEX is expecting the Aloha system to settle for a merchant they reject our attempts to settle If a merchant is set up using the standard Aloha Account Request form for AMEX this should not happen This is a rare problem because it only happens if the merchant had a previous system that did direct settlement and most of our competitors cannot 3 10 Troubleshooting EDC Aloha EDC User Guide v6 2 Common Errors This section covers LRC errors and errors when using specific processors LRC Errors LRC errors are messages sent and received by EDC If the LRC does not match the message some corruption of the message occurred Corruption may be caused by several problems 1 Aloha EDC User Guide v6 2 The phone line may be noisy The phone company may need to check the line EDC should be running on a direct line Running through a phone system is asking for prob lems Check that the power i
46. a such as Visa and the charge is posted to the account The guest receives a bill from the credit card company and pays the charge at a specified time Debit Indicates the card does not carry an insignia and the charge is immediately taken from the bank account of the guest A PIN entry is required to validate Debit cards must require autho rization and identification Currently debit cards must use either the NDC or Visanet processors and to allow PIN entry interface with the VeriFone 1000 VeriFone Everest and VeriFone Everest Plus pin pads Refer to the Debit Cards Feature Focus Guide for more information on configuring and using debit cards Check Indicates the card is a hybrid of a credit and debit card check card and carries an insignia The charge is immediately taken from the bank account of the guest and can be used as a credit card or as a debit card requiring a PIN entry You can also utilize the Tip Refund feature For a typical credit card charge the restaurant pays a 1 or 2 processing fee For AMEX the fees are even higher between 2 and 4 If an employee gets 20 in credit card tips the restaurant is probably going to pay an extra 0 40 or more in fees In Tender maintenance you can set up a Tip Refund that will cause the Aloha system to deduct the 0 40 from the employee s tips The following procedure includes the required or suggested settings for setting up a credit card tender Other settings in t
47. adjusted for things like tips If someone is out of balance between the restaurant and the host system it is hard to track down because typically you have to call the pro cessor and review the batch Many processors support both terminal and host based processing in which case the Aloha system only supports the terminal based processing Some more recent processors such as Nova have adopted a hybrid processing scheme This is similar to host based processing because most transaction activity requires a dial out However it is somewhat more flexible because the restaurant system has the ability to upload the complete batch during settlement if there is any balancing issue Introduction Aloha EDC User Guide v6 2 Is a host based or terminal based processor preferable Terminal based processors are definitely preferable because the Aloha system does not have to dial out for adjustments and voids and there is less potential for problems due to the fact that the processing is simpler In addition if a batch cannot settle it is possible to manually set the batch aside and return to processing a new batch while Technical Services works on the problem batch With host based or hybrid systems you cannot start a new batch until the current one is settled or cleared Why would someone use multiple credit card processors Cost and time savings are the benefits to using multiple processors The most common example is authorizing and settling throug
48. and is not processing requests This functionality is intended to handle hardware not software failures You can use the following environment variables and command lines to optimize your EDC setup Environment Variables that Affect EDC Environment Variable Default Description Iberdir C Aloha or Root Aloha directory Must be set for the current Aloha ver C AlohaQS sion for client server remote access Datadir Data Subdirectory of lt iberdir gt containing FOH configuration files EDCDir EDC Subdirectory of lt iberdir gt containing EDC files EDCPath C Aloha EDC Full path of directory containing EDC files or C Alo haqs EDC PMSDir PMS Subdirectory of lt iberdir gt containing PMS files PMSPath C Aloha PMS Full path of directory containing PMS Files or C Alo haqs PMS 1 10 Configuring Aloha EDC Aloha EDC User Guide v6 2 Command Line Options that Affect EDC Command Line Option Description NoMutex Do not enforce mutual exclusion This means you can run more than one copy of EDC at a time Not usually recommended Can be very hazard ous Nberdir xxx Overrides the Iberdir environment variable DataDir xxx Overrides the DataDir environment variable EDCDir xxx Overrides the EDCDir environment variable EDCPath xxx Overrides the EDCPath environment variable PMSDir xxx Overrides the PMSDir environment variable PMSPath xxx Overrides
49. appear in accordance with the button positions you assign to the tender therefore is not applicable To add a credit card tender button in QuickService 1 2 Access Maintenance gt Menu gt Panel Editor From the Commands menu select Open Existing Panel gt Button Functions to place the button on an existing panel Select and open the panel currently used for tendering and closing orders If you are adding a new button select Edit Panel from the Commands menu a Clear the following three check boxes e Mark as Template e Fixed Position e Fixed Button Layout b Select New Button from the Commands menu The Edit Buttons QuickService dialog box appears Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 31 0d3 eyojy Pun uos 5 Ifyou are editing an existing or unused button right click the button and select Edit Button The Edit Buttons QuickService dialog box appears Edit Buttons Quick Service rrcion a Tender ID Justify Left C Top Center Center C Right C Bottom Background Color Transparent Highlight I Automatically open drawer Bitmap fz amp iv Justify r e On None Up None Down None OK es Hint Cancel Applies a payment to a guest check Figure 1 19 Tender Button Function Select Tender from the Function drop down list Select the new debit tender from the Tender ID list Type an appropriate name to appear on the
50. ards v5 2 and above Supported Communication TCP IP Frame v5 2 and above Custom Setting text boxes Notes Alohanet is used as a generic credit card processor and part of the Universal Payment Interface UPI Contact the third party credit card processor for information pertaining to the ALOHANET Interface Module Address IP Address or hostname Cancel Aloha EDC User Guide v6 2 Port 55055 Custom Setting 1 Custom Setting 2 Custom Setting 3 Custom Setting 4 Custom Setting 5 Custom Setting 6 Custom Setting 7 Custom Setting 8 Custom Setting 9 Custom Setting 10 Figure 1 36 AlohaNet Dialog Box Configuring Aloha EDC 1 53 0d eyolv Bun yuo Amex Aliases American Express Supported Card Types Credit cards v3 5 and above TCP IP Frame v4 4 and above Merchant Link Gateway for authorization only 5 3 29 and above Dial up v3 5 and above Supported Communication Notes Setup Dialing Terminal ID Service Establishment 0000000000 Chain Affiliated Property if any Process Control ID 000000 Invoice Batch 501 Invoice Sub code 00 Batch Sequence t 00001 Service ID 000000 Network Access Profile ID 0000000000 S IV Enable Multtrans I Remove rejected transactions Gateway Connection J Connect using Merchant Link siteNET M2 Figure 1
51. atch and settle it As previously described the Settlement and Force Settlement functions take all of the txn files and merge them into an stl file The SplitStl utility takes an stl file and convert it back into txn files If you use SplitStl to crack open a settle ment file be aware that you usually need to delete the last txn file that it creates The reason for this is that the last txn file is typically the Settlement command that archived the batch and the batch will refuse to settle again unless you get rid of it Of course make sure you do not mix the txn files with another batch and make sure that Aloha EDC restarts once you have the txn files in place What happens if settlement is interrupted If the Aloha EDC program ends unexpectedly during settlement either because it crashed or the machine was turned off the settling file is not deleted When Aloha EDC starts it checks to see if there is a leftover settling file from the last time it ran If there is it refuses to do anything and displays the following message Your last settlement was interrupted You need to check whether your batch made it through OK Contact technical support to remove this message The only function available is the Batch Report This is because Aloha EDC has no way of knowing whether the current batch went through Therefore knowledgeable intervention is required The most important thing is to get the txn files out of the processor s direc
52. atch history file on the Aloha system network file server There is no limit to the number of transactions in a batch file the number of history files or the length of time they are retained on the system Another unique feature of Aloha EDC is it supports split settlements Credit card transactions for different card types can be kept in separate batches and settled independently Transactions can be adjusted or voided by an authorized user before the settlement procedure is initiated How ever transactions preserved in the history files cannot be edited or deleted in any way after the batch has been settled This security feature provides management with an accurate and tamper proof record of all transactions sent to card processors Setup procedures and problems that are sometimes encountered during setup are covered in detail in Chapter 1 of this manual Introduction Aloha EDC User Guide v6 2 Concepts and Basic Terminology What is a batch A batch is a group of transactions that are settled together Usually batches are settled on a daily basis but it is entirely possible to have multiple batches per day or even batches spanning multi ple days or weeks What is authorization Authorization is the process of getting approval from a credit card processor to charge a specified amount to a person s credit card Normally a six digit approval code is returned Authorizations may be declined for many reasons such as over credit li
53. ated The hld file is converted to an spl spooling file with the same name in the EDC direc tory This is done on the master terminal which may or may not have an EDC directory If not one is created at this time Aloha EDC User Guide v6 2 Using Aloha EDC 2 3 odd eyoly bHuisp Once the response is written to an ans file EDC writes the response to a txn transaction file in the processor specific directory for the processor which is handling the batch for the transaction The txn files are sequentially numbered and have identical contents as the ans files The txn files in a processor specific directory make up the current batch for that processor The ans file is then deleted If a BOH adjustment is made txn and ans files are also generated The FOH picks up the ans file and updates the FOH with the BOH changes If the EDC program goes down while process ing an action then the hld file is left in the EDC directory When EDC starts it scans for any hld files If EDC finds hld files it errors all of them out because it does not know if they pro cessed or not This is indicated by the HLD File not processed error message Once the settlement is complete the txn files are deleted from the directory of the processor and replaced with stl settlement files with the format of YYYYMMDD stl where YYYYMMDD is the current date If a settlement already exists with that file name the settlement file is named YYYYMMDD
54. ateways Use the Gateways menu option to configure a secure portal via the Internet used to transmit and convert encrypted information into a language that is compatible with the protocols used by the receiving network In terms of Aloha EDC a gateway acts as a medium between the client and the host to process credit card authorizations and settlements using a method of encryption The client or processor communicates through the gateway using a Secure Socket Layer SSL con nection over TCP IP thereby adding security and speed for transactions 1 40 Configuring Aloha EDC Aloha EDC User Guide v6 2 Currently Aloha EDC supports the following gateways e First Data IPN for CES and Nabanco e Merchant Link for Amex American Express After you establish the gateway connection you must configure the individual supporting proces sor to use the gateway connection To configure a gateway connection 1 Select Configure gt Gateways The Gateway dialog box appears Select Gateway First Data IPN Merchant Link siteNET M2 Cancel Figure 1 29 Select Gateway Dialog Box 2 Select the gateway connection 3 Click OK Configuring First Data Datawire Use the First Data IPN option to provide an alternative method of sending transactions over the Internet First Data also known as Datawire is an Internet protocol network company that cur rently supports CES First Data North and Nabanco First Data South Most vendors c
55. berdir gt EDC directory For example if you have a dedicated credit card server named CCServer you could set up your FOH icons as Iber EDCPath CCServer BootDrv Aloha EDC or IberEDCPath CCServer BootDrv AlohaQS EDC which forces all req and ans files to go to the specified directory The EDC running on the CCServer should use the same EDCPath 1 80 Configuring Aloha EDC Aloha EDC User Guide v6 2 Editing EDC ini EDC ini is a file that contains all configuration settings defined within Aloha EDC such as pro cessor specific dialog box information settlement attempts debout information and modem setup information EDC ini is located in the C Aloha EDC or C AlohaQS EDC directory You can manually edit the items within EDC ini however we strongly recommend you make all changes from within the Aloha EDC program itself The MultipleMerchantIDS variable is the only variable within EDC ini that must be Z manually edited The following variables are found in EDC ini MultipleMerchantIDs Variable in EDC INI Affects how credit card batch files increment If the variable does not exist or is set to FALSE the default is multi site mode If the variable is set to TRUE then each processor requires its own Merchant ID Edit EDC ini to set this variable Note When Nova is the credit card processor the variable is always treated as TRUE The Nova processor must have multiple Merchant IDs because Nova is a hybrid processor Mult
56. btab 1 12 Cannot use same credit card twice ina day 1 14 1 2 Index Mock Authorizations When EDC is Down 1 14 Use Aloha EDC 1 14 EDC INI MultipleMerchantIDs FALSE 1 81 Edit Rejected Transactions 2 21 Electronic Draft Capture l v Enable Multi trans 1 46 End of Day 2 30 Enroute 1 77 error messages 3 9 Exit 2 7 Expiration Date 1 77 F FDC 1 51 1 61 Fifth Third Bank 1 51 1 62 File Menu Exit 2 7 File server 1 4 file server l vi First Data Datawire 1 41 First Sort By 2 25 Force 2 10 Force Settlement 2 18 Functions Menu Adjust 2 8 Authorize 2 8 Check Authorize 2 14 Edit Rejected Transactions 2 21 Force 2 10 Force Settlement 2 18 Get Current Batch Totals 2 19 Get Previous Batch Totals 2 19 Preauthorize 2 11 Purge Batch 2 20 Refund 2 11 Settle Batch 2 16 Void 2 12 G Gateway Support 1 44 gateways 1 40 Get Current Batch Totals 2 19 Get Previous Batch Totals 2 19 Global Payments 1 51 1 64 H Hardware requirements 1 4 High Range 1 76 HLD files 2 3 Incorrect COM port 1 37 installation 1 9 Interface to Aloha POS System 1 12 J JCB 1 77 L Low Range 1 76 LRC Errors 3 8 M MasterCard 1 77 Maverick 1 51 1 65 Max Len 1 77 Max Tip 1 26 Merchant Link Gateway 1 42 Min Len 1 77 Mock Authorizations When EDC is Down 1 14 Modem 1 4 Modem Number 1 39 Modems 1 36 removing 1 40 Modems Button 1 40 MultipleMerchantIDs FALSE 1 81 Aloha EDC User Guide v6 2 N Nabanco 1 51 1 66 Nova 1 51
57. ce File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Store Settings Maintenance Group Credit Card EA EDC Setup Authorization Voucher Printing 1 Voucher Printing 2 Options Number of Voucher Copies fil _ T Use Custom Text Lines on Sale Vouchers Voucher 1 Thanks Come again Voucher 2 l Voucher 3 Voucher 4 ru istom Text Lir Refund Vouche I Print Large Text on Vouchers zeel na ee I Print Check Message on Vouchers Print Footer on Vouchers Message 00000 None x Save Cancel Store Settings Number of copies of voucher to print Figure 1 5 TableService Store Settings Credit Card Group Voucher Printing 1 Tab 2 Select the number of vouchers to print for each transaction If using a printer with pre printed vouchers and carbon or NCR paper select 1 Type the text to print on the first voucher copy Type the text to print on the second voucher copy Type the text to print on the third voucher copy Type the text to print on the fourth voucher copy Select Print Large Text on Vouchers to print voucher text in a larger font size Select Print Check Message on Vouchers to print the guest check message text on credit card vouchers To define a guest check message select Maintenance gt Messages gt Guest Check Message 9 Select the guest check message from the Print Footer on Vouchers drop down list to include a footer message on credit card
58. ct Manually Entered Cards to apply the ceiling specified for the No Signature Required if less than _ option to all cards manually entered into the Aloha system 4 Select Swiped Cards to apply the ceiling specified for the No Signature Required if less than option to all cards entered in the Aloha system with a magnetic stripe reader 5 Select System Names Tab to enable the system to associate a name with a tab when track one is unreadable based on the first letter of the card type and the last four digits of the credit card number For example a tab named V5555 represents a Visa card with 5555 as the last four digits of the credit card 6 Select Prompt User for Tab Name to prompt you to enter the name to associate with a tab when track one is unreadable 7 Select Print check at the Master when EDC Voucher prints to print an additional check at the master printer whenever a voucher prints at the voucher printer 8 Select Print Void Slip to print a voided receipt from the original credit card transaction when you delete a credit card payment The voucher reflects the full amount that was deleted including the tip amount 1 22 Configuring Aloha EDC Aloha EDC User Guide v6 2 Creating Card Tenders You must configure each type of card you accept as a tender type to process the card as a payment from order entry terminals Typically there are three types of card tenders available Credit Indicates the card carries an insigni
59. ction xv Conventions Used in This Guide Numerous graphics and instructions appear throughout this guide These conventions make it easy to find and understand information Symbols and Alerts The following graphic symbols alert you to important points throughout this guide Highlights a special point of interest about the topic under discussion Alerts you that the operation being described can cause problems if you are not careful Directs you to a more complete discussion in another chapter of the current guide or other reference material Points to a useful hint that may save you time or trouble pE iN xvi Introduction Aloha EDC User Guide v6 2 Configuring Aloha EDC This chapter discusses the preparatory requirements for the Aloha EDC software This includes the steps required to interface with the Aloha system as well as instructions to set up the modem s proces sor s credit cards and more Installing Aloha EDC ciciec 5inccecenttcesluelacthoded ascnatseabtncutenediseedeMulgnessdebs 1 4 Client Server Remote ACCESS c cccccceeseecceeeeeaeeeeeeeseeseeneeeeees 1 7 Installing EDC Outside of Bootdrv Share 1 7 EDC and Redundancy a icccsccssssnccnsicantysnsreudonskicanexcusnartonielateueuanaccons 1 9 Environment Variables that Affect EDC seses 1 10 Command Line Options that Affect EDC 00 0 eeeeeeseeeeeereee 1 11 Interfacing EDC with the Aloha System 1 12 Activating and Configuring the ED
60. d Sasiain eee aA aE AE eae OEE l xiv How This Guide is Organized ccceeeeeeeeeeeeeeeeeeeeneeeeeeesnaeeeeenees I xv Conventions Used in This Guide ccccceeseesssseeeeeeeeeeneneeeees I xvi Configuring Aloha EDC ccccccceeseeeseeeeeeeeeeeeeeeeeeeeeeeeeeenees 1 1 Installing Aloha EDC voc cxcassstcuccatennareeceasndcabedceadupbe tabard catasimasuceninatens 1 4 Client Server Remote ACC SS cssescecccceeeeeeseeeeeeeeeeeeeeeeees 1 7 Installing EDC Outside of Bootdrv Share ccccceceeeeeeeeeeeeeeees 1 7 EDC and Redundancy iccrccssrnssacnmsencptungrsanaiencnaidlniaen acecetmurnenaciwad 1 9 Environment Variables that Affect EDC seses 1 10 Command Line Options that Affect EDC eects 1 11 Interfacing EDC with the Aloha System 1 12 Activating and Configuring the EDC Setup Tab ee 1 12 Defining Requirements for Pre Authorization ceceeeeeee 1 16 Customizing the VOUCHER sxacscesuissccdcecescceaseveccsnedenacmaneseldenesecavessbee 1 17 Creating Card Tenders ccccceeeeeeseeeecceeeeeeeeeeseeeeeseeeeeeeseeees 1 23 Configuring Aloha EDC isccccccrsitetanccicieenteapitiacene decade riccweecteeigaeakes 1 34 Stopping POS Processing cacscecissessaccssnsencascncttzessiansdscatentenssneatadeh 1 34 Configuring Store Information eeeeeeeeeeeeeeeettneeeeeeeeeeeeee 1 35 Configuring MDGOIS sc sinctccaccisassitahintcncencarsttettetensatestsctetmadantdiscte 1 36 Configuri
61. d the Select Processor dialog box appears 2 Select Nova and click OK EDC initiates a phone call to the Nova processor and the totals are brought forward and displayed Edcul BatchNo 415 NetSales 1 55 37 Figure 2 20 Current Batch Total 3 Click OK Getting Previous Batch Totals Use the Get Previous Batch Totals command for the Nova processor only The command accesses the previous batch maintained on the Nova host processor and display the totals on the dialog box Aloha EDC User Guide v6 2 Using Aloha EDC 2 19 ods eYyoly buisp To get previous batch totals 1 Select Functions gt Get Previous Batch Totals If you are using multiple processors or have multiple processors configured the Select Processor dialog box appears 2 Select Nova and click OK EDC initiates a phone call to the Nova processor and the totals are brought forward and displayed EdcUl x BatchNa 413 NetSales 3 2 50 Figure 2 21 Previous Batch Total 3 Click OK Purging a Batch Use the Purge Batch command for the Nova processor only When there is a discrepancy between the current batch maintained on the Nova host processor and the current batch located on the local computer this command deletes the Nova batch so that the local batch can be settled This does not solve any discrepancies between the two Check discrepancies manually before purging the batch To purge batch totals 1 Select Functions gt Purge Batch If you
62. d so on xii Introduction Aloha EDC User Guide v6 2 e Ifthe settlement file is successfully created the txn files are deleted A Settled marker file is created e Ifthe archive batch process fails it is a serious problem Aloha EDC displays the follow ing message five times Settlement succeeded but error nn occurred Contact Technical Support and Write Down the Settlement authorization Error message x of 5 The rea son this is serious is that the batch was settled but was not cleared out for some reason This raises the risk of settling the same batch twice and double billing customers Aloha EDC User Guide v6 2 Introduction xiii xiv Downgrades Downgrades are transactions that are charged at a higher rate than the preferred rate Merchants become very unhappy when downgrades occur regularly For a transaction to receive the pre ferred rate the following must occur The magnetic stripe from the card must be read Manually keyed card numbers are downgraded because they present a higher risk of fraud The transaction must be settled for an amount which is not more than 20 over the orig inal authorization amount and not less than 20 below the original authorization amount Tip adjustments never dial out for additional authorization no matter how large the tip Tip authorization percentage is configurable and defaults to 20 This setting is in Aloha ini as EDCAuthTipPercent and can be set from Aloha Manager u
63. e Information Dialog Box 2 Enter the address and unit number for the store 3 Click OK Configuring Modems Use the Modems menu option to establish the modem you are using to send transactions and enter the COM port and a phone prefix if required used by the modem We recommend using a high speed modem with a baud rate over 9600 however due to the limitations of some credit card processors you may have to turn off all modem intelligence We also highly recommend you use an external modem rather than internal Credit card proces sors have very short time outs when negotiating a connection With advanced modem features enabled the modem takes too long when trying to establish a high speed connection and the pro cessor modem often disconnects before making a connection pa If the processor is Amex at least a 9600 baud modem is required to settle a batch Amex is the only processor that requires a modem faster than 2400 baud 1 36 Configuring Aloha EDC Aloha EDC User Guide v6 2 What You Should Know Before Configuring a Modem There are several common problems encountered when setting up a modem all of which you should solve before attempting to configure a modem and assign it to a processor The most fre quently encountered difficulties are Incorrect COM port This is a common problem encountered when installing internal modems Most internal modems have jumpers used to hardware select both the COM port and the IRQ The
64. e Store Settings Credit Card Group Setup Tab 2 Select Enable EDC to activate the EDC functionality 3 Select Use Aloha EDC to indicate you are using the Aloha EDC system for your credit card processing and not a third party system 4 Select Mock Authorizations When EDC is Down to allow the FOH to perform mock authorizations for sales less than a pre defined amount if the EDC server is down When the FOH loses connection to the EDC server and attempts to do a credit card authoriza tion the system approves the authorization and the transaction is held as an spl spool ing file in the EDC directory When the connection is restored the EDC program scans all spooling files to send them for approval The monies from spooling files are not realized until EDC receives an authorization and settles a batch In SuperSite mode the EDC program must read from a terminal file which includes all the terminals Trm dbf and the matching store file Sto dbf This allows EDC to iden tify the network names of all terminals If any spl files exist they are sent through the normal authorization process The approved mock authorization transactions are indi cated on the Batch Transaction report with an to the right of the authorization number 1 14 Configuring Aloha EDC Aloha EDC User Guide v6 2 All declined transactions are listed at the bottom The mock authorization mode is only activated when the BOH is down If the BOH is
65. e has been returned by Visa and means Insufficient Funds or Insufficient Credit Limit Aloha EDC User Guide v6 2 Troubleshooting EDC 3 13 ods eYyolv Huljooysajqnoi Nova Specifics Nova is different than the other processors supported by Aloha EDC because it is what is known as a hybrid processor What this means for most Aloha dealers is that you can no longer do some of the things you may be used to doing to support your customers when they encounter problems at their restaurant Some of the things Aloha dealers and technical support can no longer do with Nova include deleting txn files to settle a batch and moving a batch aside to be dealt with later just so you can get the restaurant going again during a busy period Due to these differences we have had an unusual number of problems with Nova most stemming from confusion about how Nova should work Host based or in this case hybrid processors store all information on the host s processor side Any update to credit card transactions void adjustment authorization or refund is updated on the host s side as well as on your local Aloha file server When you perform your settlement with a host based processor all credit card transactions on the Aloha file server must match up with the transactions stored on the host If they do not you will not be able to set tle and you must use one of the three new tools provided by Aloha to rectify the problem For this rea
66. ements It is preferable to use a cable DSL connection for a high speed connection Completed Configuration Profiles of the credit card processors that are used by the res taurant Refer to the worksheet for your specific processor The Aloha Installation CD The EDC Installation program sets up EDC as a service but it always helps to know what is hap pening behind the scenes The following steps outline the procedures if you were to manually install Aloha EDC 1 4 Configuring Aloha EDC Aloha EDC User Guide v6 2 EDC now requires three Aloha files EDCUI exe EDCSvr exe and EDCSvrPS dll It also requires DCOM Distributed Component Object Model DCOM comes standard with Windows NT 4 0 and subsequent releases but you must install DCOM 1 1 separately on Windows 95 The required Windows 95 DCOM files are self extracting and are included in the DCOM95 sub directory as DCOM95 exe and DCM95Cfg exe Windows 95 may also require ATL dll The file ATL dll is also in the DCOM95 subdirectory and is for Windows 95 only Windows NT comes with its own version of this file and it is installed by default on Windows NT machines do not overwrite it There are two potentially different installation processes Client and server This is the most common scenario A standard Aloha restaurant runs EDC service and the UI both on the BOH Client only This is used to set up a remote workstation that has access to the EDC user interface but actual pr
67. en Designates the maximum card digit length Min Len Designates the minimum card digit length Optional Denotes any additional information about the private label card Check Digit Verifies the number of digits in the private label card Expiration Date Specifies a required entry of the expiration date for private label card approval Assigning Cards to Processors Currently Aloha EDC provides for these major credit cards MasterCard VISA American Express Diners Carte Blanche Discover Enroute JCB and Military The Aloha system recog nizes Diners and Carte Blanche as being the same thus you should configure Diners Carte Blanche as one credit card type in the Maintenance gt Payments gt Tenders function To assign cards to processors 1 After you configure your processors select Configure gt Cards The Assign Cards to Processors dialog box appears Assign Cards to Processors Common Credit Cards Gift Cards MC None Paymentech Nowe s di VISA None A AMEX None ValueLink None x Diners CB None Comdata ea Sey zi Discover None Fifth Third Bank None X Enroute None JCB None Military None Private Label Credit Cards Other Cards Private Label 1 None Debit RBS LYNK in Private Label 2 None Private Label 3 None Chip N Pin None Ei i n Private Label 4 None OK Private Label 5 None Cancel Figure 1 61 Assign Cards to Proces
68. endors choose this method because it is cheaper and faster Merchant Link configurations always override TCP IP settings or a modem in use 1 42 Configuring Aloha EDC Aloha EDC User Guide v6 2 To configure the Merchant Link gateway 1 From the Select Gateways dialog box select Merchant Link siteNet M2 and click OK The Merchant Link siteNet M2 Configuration dialog box appears Merchant Link siteNET M2 Configuration IP Host Address Port Number Eirst Primary Second gateway2 nxt com Cancel Figure 1 31 Select Gateway Dialog Box To ensure network connectivity to the gateway you can navigate to https gateway 1 nxt com 8442 test cgi and test the connection using the test cards supplied by American Express Upon approval American Express returns with the response cgi is working 2 Type the IP address for connecting to Merchant Link in the First Primary text box 3 Type the port number for the first IP address 4 Type the IP address to use for the second attempt to connect to Merchant Link when the first attempt fails in the Second text box 5 Type the port number for the second IP address 6 Click OK to return to the Select Gateway dialog box 7 Click Cancel to save your configuration and exit the Gateways function Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 43 0d eyolv Bun yuo Configuring Processors Use the Processors menu option to select and conf
69. enting the pre authorization amount The amounts override the use of the amount entered in the Increment text box 7 Click Save Customizing the Voucher Use the Voucher Printing 1 and 2 tabs to enter customized voucher text determine the voucher print style and define your credit card masking The following procedure includes the required or suggested settings for setting up the Voucher Printing tab Other settings on these tabs although available are not discussed To customize the voucher 1 Select the Voucher Printing 1 tab from the Credit Card group See Figure 1 4 for Quick Service and Figure 1 5 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Store Settings Maintenance Group Credit Card bd EDC Setup Voucher Printing 1 Voucher Printing 2 Options Number of Voucher Copies 2 v J Use Custom Text Lines on Sale Vouchers Voucher 1 Customer Copy J Voucher 2 Merchant Copy Voucher 3 x Voucher 4 I Use Custom Text Lines on Refund Vouchers JT Print Large Text on Vouchers gt IV Print Check Message on Vouchers Print Footer on Vouchers J Message 00004 EDC Footer v X Store Settings Save this Record Figure 1 4 QuickService Store Settings Credit Card Group Voucher Printing 1 Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 17 0d3 eyolyv Burinbiyyuog Aloha Manager TableServi
70. er Type Identification Authorization Back Office Reconciliation Security Verifications I Require Identification I Numeric Only Prompt Caa Print On Check Minimum 15 I Validate Maximum 15 I Walid Prefix Checking Prefix 1 fv Pretix 2 i Prefix 3 ss Peirt Digits To Validate fo Meu Tenders Is a payment identifier required for this tender If yes click on More Figure 1 16 TableService Tenders Identification Tab 23 Select Require Identification to prompt for a driver s license number or any other iden tification associated with a payment 24 Type the text to appear on order entry terminals when prompting for identification infor mation 25 Type the minimum and maximum number of digits allowed in a credit card number Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 29 ods eyolv Burinbiyyuog 26 Select the Authorization tab See Figure 1 17 for QuickService See Figure 1 18 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools Yiew Help Tender Maintenance Number Joos VISA X Tender Type Identification Authorization Back Office Reconciliation Security Verifications Prompt Maximum Length fo J Print On Check Authorize Using EDC IT Allow Pre Auth With EDC Tenders Is authorization required for this tender If yes click on More Figure 1 17 QuickService Tenders Authorization Tab Al
71. er Guide v6 2 Setup Options TCP IP Dialing TCP IP Credit Card r First Primary Second Settlement IP Address Port Number First Primary 0 0 0 Second 0 E TCP IP Gift Cards I Sockets stay connected First Primary D D 0 Second 0 0 0 Gateway Connection I Connect using First Data IPN CC Terminal ID 999995 CedtCad DD Service Name a GitCadDID aa Figure 1 40 CES TCP IP Tab Configuring Aloha EDC 1 57 yUOD 9d4 eyolV Buinbi Concord EFS Aliases Formerly BuyPass Supported Card Types Credit cards v4 4 and above gs TCP IP SSL v5 3 6 and above Supported Communication Dial up v4 4 and above Notes This processor was named BuyPass for v4 4 to v5 3 6 CONCORD EFS Setup TCPAP Dialing Credit Card Merchant ID oo0000000000 rd I Enable Multi trans Figure 1 41 Concord EFS Options Tab 1 58 Configuring Aloha EDC Aloha EDC User Guide v6 2 CONCORD EFS Host Jefsnet concordebiz com Resource Store ID Store Key EFSnet dll Figure 1 42 Concord EFS TCP IP Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 59 yUOD 9d4 eyolV Buinbi DirectNet Aliases POSWare Supported Card Types Credit cards v4 4 and above TCP IP Frame v5 2 5 and above Supported Communication Datawire IPN Gateway v5 2 5 and above Notes
72. file using Notepad 2 Add an additional command using the following parameters in the command line to pass the information to EDC exe Parameter Description Date Indicates the date of a dated subdirectory or the current date if you are exporting today s activity You can also use Date Latest to query file extensions such as stl A and B and disregard the BatchOffset parameter Example Date 20050505 or Date Current or Date Latest ExportFile Represents the full path and the name of the export file You can point to a dated subdirectory using a variable Example ExportFile lt iberdir gt Exports Transactions csv ProcessorNumber Represents the ID number of the processor Refer to Processor ID on page 2 31 Example ProcessorNumber 6 Index Used if there are multiple instances of a processor such as CES 1 and CES 2 Example Index 2 BatchOffset Used if there are multiple batches for the processor for a given day The parameter defaults to the current batch or the first settle ment file Example BatchOffset 1 Help Writes the command parameters with their corresponding description to Debout edc Example Help or Indicates a required parameter in the command line 2 30 Using Aloha EDC Aloha EDC User Guide v6 2 When finished your command line might look like the following Date Current ExportFile AlohaQS Exports Transactions csv ProcessorNumber 2 Index
73. from the Reports menu in EDC and export the file to an application that supports a comma separated value CSV format You select the batches to include in the report as well as the card types on which you want to report and the employees who performed the transactions To create and export the EDC transaction report 1 2 Log in to Aloha EDC Select Reports gt Create Transaction Report Select the batch on which you want to report To select multiple batches in a row hold down the Shift key select the first batch and the last batch to include in the report Select the card types to include in the report Select the employee who performed the transactions To select multiple employees in a row hold down the Shift key select the first employee and the last employee to include in the report To select multiple employees not in a row hold down the Ctrl key and select the employees to include in the report Click Export The information writes to a csv file and a confirmation message appears Export File Your Export File was Saved as C 4loha RptExport TxnDetail sls csv Figure 2 27 2 28 Using Aloha EDC Aloha EDC User Guide v6 2 6 Click OK To view the EDC Batch Transaction report double click the esv file to open MSExcel and display the transaction history A portion of this report is shown in the fol lowing example Employee Table Check Authorize 20040107 20040107 11 36 39 123 John Smith Tab
74. h AMEX directly and using another processor such as Visanet or CES for all transactions other than AMEX Rates are lower for processing through Visanet or CES however merchants receive their money faster from AMEX if those transactions are not routed through another processor What is the directory structure Normally the primary EDC directory resides in the EDC subdirectory under lt Iberdir gt on the BOH file server e g C Aloha EDC This directory can be overridden with the EDCPath envi ronment variable however the EDCPath variable is only needed for SuperSites Under the EDC directory each processor has its own subdirectory For example EDC Amex or EDC Visanet Here is a description of the files found in the EDC directory File Description EDC Edc ini EDC Configuration File EDC req Request files from FOH EDC hid FOH requests currently being processed EDC ans Completed requests EDC Changed Marker file indicating to the FOH that at least one file has changed EDC ProcessorName Txn Txn files making up the current batch for the proces sor EDC ProcessorName Settling Marker file indicating that settlement is currently in progress for the processor Aloha EDC User Guide v6 2 Introduction ix File Description EDC ProcessorName Settled Marker file indicating that settlement has been com pleted for the processor EDC ProcessorName YYYYMMDD stl Settlement file containing all of the txn files for a set tled ba
75. h s Batches Displays batch files that exist on the system in date order with the current batch for each processor at the top of the list followed by the batch history files stl You can generate a report from the batches listed here using data from the current batch a particular date a combination of the current batch and multiple dates or all dates settles their credit cards after midnight the settlement date will not match the date of business Any batch history files stl manually deleted from the system do not appear in the Batches box Z The date on the stl file is the actual date settled not the date of business If a restaurant 3 Select the credit card type s Card Types Indicates the card type to include in the report All card types are listed 2 24 Using Aloha EDC Aloha EDC User Guide v6 2 4 Select the employee s to report Employees Displays employees in which to sort the report by Select All to include all employees 5 Select from the First Sort By inset to determine the first sort order First Sort By Determines the order of the data on the report In this case the data is sorted first by Employee then by Card Number 6 Select from the Second Sort By inset to determine the second sort order after First Sort By Second Sort By Determines the order of the data on the report In this case the data is sorted first by Employee then by Card Number 7 Select the Mul
76. had to move txn files to an EDCMMDD directory you need to move them back into the correct processor directory once you know if the batch went through You must ensure that no txn files are in the current processor directory when you move the txn files back in so the best time to do this is normally after a settlement After moving the txn files back in you must restart Aloha EDC because Aloha EDC only reads in the txn files at startup If the processor said that the batch already went through you would then use the Force Settlement function If the processor said the batch did not go through you should use the Settle Batch function to try and settle it again Be very careful when performing these actions Be certain you understand why you are doing what you are doing A mistake can mean double settling a batch which results in unhappy cus tomers or losing a batch resulting in an unhappy restaurateur AMEX Settlement Failing with Error Message You are probably dialing the wrong AMEX host for settlement AMEX has several settlement hosts around the country and a merchant is assigned to a host If you dial a host that does not rec ognize the merchant it will respond You are not authorized to access this host and hang up The only problem is they often hang up before they have finished sending the error message Aloha only receives the first few characters followed by garbage Also if the customer is not set up properly with AME
77. his Comm Port is already in use You must select a different port Figure 1 28 EDC COM Port Error Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 39 0d eyolv Bun yuo Click OK and type an unused com port to successfully add the record If you use multiple modems of the same type we recommend adding the com port num ber to the end of the modem description Modems are assigned to credit card processors and this helps to differentiate between the modems The default com port is assigned to the new modem Verify the com port number and change it if needed Phone Prefix Specifies the numbers that must be dialed prior to dialing the phone numbers specified in the Configure gt Processors gt Dialing Properties dialog box For example type 9 if a 9 must be dialed to get an outside line xo If the phone line is set up per EDC requirements the phone prefix is not required Add a comma to force the modem to pause before completing the dialing process 7 Click Done Editing a Selected Modem You may need to change the configuration of a modem such as the com port number These con figurations can also be performed when you select the modem Click Configure to display the Configure Modem dialog box and make the necessary changes Removing a Modem To remove a modem from the list select the modem from the Select Modems dialog box and click Remove The modem is removed from the list of available modems Configuring G
78. his function although available are not discussed Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 23 0d3 eyojy Pun uos To create a credit card tender 1 Select Maintenance gt Payments gt Tenders The Tenders function tab appears as the default tab See Figure 1 10 for QuickService See Figure 1 11 for TableService Aloha Manager QuickService DAR File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Tender Maintenance Tender Type Identification Authorization Back Office Reconciliation Security Verifications Name VISA gt Overpayment Allow Overpayment Limit By Percent Report As None 0 d Excess f Printer None 00 v I Manager Can Always Overpay Defaut amt 9 I Auto Eig Without Prompt i JT Provide Char Active I Print Check On Close eee er oe Track IV Open Drawer On Close p Tips I CanRefund F7 Print Signature Line M Allow Tips I Affect Deposit Maximum Tip 0 00000 J7 Remove Tip Line if Auto Gratuity To edit press Return to add type unused ID and Return Figure I 10 QuickService Tenders Tender Tab 1 24 Configuring Aloha EDC Aloha EDC User Guide v6 2 Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Tender Type Identification Authorization Back Office Reconciliation Security Verifications Name AMEX Pasition 19 I First Available Button Report As AMEX
79. his means the TCP IP protocol must be installed and some form of WINS DNS or DHCP must be functioning properly to resolve names from IP addresses If you cannot get remote connections to work use ping and nslookup command line utilities for troubleshooting TCP IP connections If you cannot ping the remote machine then you cannot get a DCOM connection to it If you cannot resolve the host name with nslookup then DCOM will not resolve the host name to an IP address either Client Server Remote Access With version 4 2 and subsequent versions EDC processing has become a service A service is a program that runs in the background and does not have a user interface Services can run as soon as Windows starts and do not require a user to be logged in as in other programs The user interface for EDC is now a separate program This architecture has several advantages over earlier methods EDC processing no longer requires someone to be logged in to the server at all times This increases security especially under Windows NT e The Aloha EDC user interface can run from any machine not just the server In addition more than one person can access it at one time This makes it possible to lock the server in a closet which is often requested by customers with large mission critical installa tions It also makes it more convenient to access EDC information from other desktops EDC does not have to run as a service You can run EDC
80. hoose this method because it is cheaper and faster It is especially helpful when using gift cards which require very prompt replies from the processors First Data Datawire configurations always override TCP IP settings or a modem in use Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 41 0d eyolv Bun yuo To configure the First Data IPN gateway 1 ict 5 6 7 From the Select Gateway dialog box select First Data IPN and click OK The First Data IPN Configuration dialog box appears First Data IPN Configuration IP Host Address Port Number First Primary Second yxn1 datawire net Cancel Figure 1 30 Select Gateway Dialog Box The default values in this dialog box are used for staging You must type the IP host addresses and port numbers supplied by CES or Nabanco Type the IP address for connecting to First Data IPN in the First Primary text box Type the port number for the first IP address Type the IP address to use for the second attempt to connect using First Data IPN when the first attempt fails in the Secondary IP text box Type the port number for the second IP address Click OK to return to the Select Gateway dialog box Click Cancel to save your configuration and exit the Gateways function Configuring Merchant Link Gateway Use the Merchant Link option to provide an alternative method of sending transactions over the Internet for Amex American Express Most v
81. if the Aloha system is interfaced to a Property Management System PMS See Interfacing PMS with Aloha User Guide for further information What is the relationship between transaction numbers and Txn file numbers There is no relationship at all Many people have discovered the hard way that if a batch settle ment is failing on transaction 39 that Txn00039 has nothing to do with it Batch transaction num bers are shown in the Select Transaction dialog box when you adjust or void transactions from the BOH That is currently the only way of determining the transaction number What happens during the settlement process The following steps occur during settlement e EDC creates a Settling file in the directory of the processor being settled e EDC dials out to the processor and sends detailed information about all of the transac tions in the batch The processor may approve or reject the batch e EDC deletes the Settling file The txn file for the settlement transaction is written out Ifsettlement failed nothing else happens e Ifsettlement succeeded Aloha EDC attempts to archive the current batch e A settlement file is created that contains a header with some batch information and the text of all txn files in the batch The name of the settlement file is typically Y Y Y YM MDD stl where YYYYMMDD is the current date If a settlement file already exists with that name the settlement file is named YY YYMMDD A YYYYMMDD B an
82. igure the credit card processors used by the restaurant These processors are used to send transactions to the host or bank for authorization adjustments settlements and other options What You Should Know Before Configuring Processors Before you can configure a processor you must first obtain client information from the location and processor information from the host using the Aloha EDC processor worksheets supplied by Radiant Systems including Merchant ID Terminal ID Internet addresses TCP IP settings phone numbers and more cS Refer to the EDC Processor Worksheets for forms to use to send to sites There are several methods of communication used in the industry for processors to submit data Internet based processors is the preferred method to use for faster responses and security how ever some processors do not support Internet communication or the functionality is not sup ported in Aloha EDC In any case if your EDC connection is not cable or DSL you cannot use a processor via the Internet The following methods of communication used for processors are available where applicable TCP IP Internet Secure or Encrypted Support SSL Sends transactions across the public Internet as secured and encrypted packets If you configure the processor to support TCP IP and dial up Aloha EDC uses the TCP IP connection first then resorts to dial up support as a back up TCP IP Frame Support In general sends transactions fro
83. indows 3 1 or Windows for Workgroups Aloha EDC also requires DCom Distributed Component Object Model DCom comes standard with Windows NT 4 0 and above but DCom 1 1 must be installed separately on Windows 95 Windows 95 may also require the Atl dll file which is located in the DCom95 subdirectory and is for Windows 95 only Do not use this file for Windows NT Aloha EDC is distributed on the Aloha Installation CD which contains all files necessary to install configure and run the application Before installing Aloha EDC verify the following hardware and software requirements e A computer typically the back office computer designated as the Aloha system network file server running a compatible operating system preferably Windows 2003 Either Aloha TableService or Aloha QuickService v4 2 or higher An internal or external modem from the list of supported modems Refer to the ReadMe txt file on the distribution disk for an up to date list of the supported modems You should install and verify the modem is working before you perform these instruc tions and note the correct COM port Refer to the user manual supplied with the modem for installation and testing procedures For dialup connections use a dedicated telephone line with an RJ11 jack The telephone line should not be used for any purpose other than Aloha EDC and you must disable any optional service features such as Call Waiting or Call Forwarding This is for minimum requir
84. ined modem the default initialization string of AT amp FO is placed in the field and the correct data must be determined and manually entered A separate initializa tion string is entered for credit card authorization and credit card settlement This allows different modem commands to be used Settlement Init String Automatically populates when a modem is selected in the Current Modem text box If you have not configured the modem you must ensure the correct initializa tion string characters are entered If you select a user defined modem the default initialization string of AT amp FO0 is placed in the field and the correct data must be determined and manually entered Configurable Baud Rates Group Box Use the Configurable Baud Rates group box to determine the baud rate for authorization and set tlement Do not use these settings for the American Express processor Authorization Baud Rate Designates the baud rate used for the modem connection during authorization Do not use these settings for American Express Settlement Baud Rate Designates the baud rate used for the modem connection during set tlement Do not use these settings for American Express 1 50 Configuring Aloha EDC Aloha EDC User Guide v6 2 Supported Processors The following table provides an overview of the processors supported by Aloha EDC Processor Card Type Dial U
85. ipleMerchantIDs Determines whether credit cards are authorized under a single account or separate accounts If MultipleMerchantIDs is set to FALSE credit cards are authorized under a single account with the credit card processor such as Visanet At the same time transactions report in the Aloha sys tem as if they were going into many different accounts at Visanet The advantage is that the merchant does not have to purchase multiple Merchant IDs and the credit card processor reports a single total for all terminals and stores Some people like this cen tralized reporting with a single total of their money If the merchant needs a break down by termi nal or store the Aloha system can provide the subtotal breakout This is the single Merchant ID concept and corresponds to MultipleMerchantIDs FALSE This is done by allowing terminals to be assigned their own directory or batch Setting the processor Store Index field in Configure gt Processors creates a directory for each index for example Visanet Visanet2 Visanet3 Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 81 3q4 eyojy Hun uos On the other hand some people do not like their money accounts combined and want to use sep arate accounts with the credit card processor for each store or terminal This allows them to receive a separate report from the credit card processor for each store or terminal This corre sponds to MultipleMerchantIDs TRUE This method requires a sepa
86. isco cc2cc eres ccandcttat dogadase ch denseccacnantbiges ere 2 16 SOMING A Bate hiene seine a eee a ete ees 2 16 Forcing a Seulement 2 40 sick ccievecesy Gy sacverhetdiecdi hc debatieesgscs ait 2 18 Getting Current Batch Totals 222 ccccceeccceee eee eeeeeeeeeeee eee eeeees 2 19 Getting Previous Batch Totals ee ceeeeeeeeeee eee eeennneeeeeeeeeeea 2 19 PUrging amp Bate ssecenceseataveheventitcs Se xshiaytetecbiicadaehass chon AEn oE ie eti 2 20 Editing a Rejected Transaction c ccccceesseseeeeccceeeeeeeeseerenens 2 21 Reporting EDC icc cecsitsenaisecceteh ceased kuarki kE TAa ENNE PEES eia 2 23 Viewing and Printing the Batch Transaction Report 0 2 23 Exporting the Batch Transaction Report ccccccceeeeeseeeeeeees 2 27 Changing the File Path of the Export File 2 29 Automating the Batch Transaction Report esseere 2 30 Troubleshooting EDC ssssssssssssunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 3 1 Support Information 0cceceeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeneeeseesseeneeenea 3 5 Optimizing EDG serseri opeis onsin ainia Ee tienes 3 6 SOUS ISIE TETEE EAE TETE 3 8 Commimon Errors esc vids ccctcechcenccssdetalen sicriu dadovadichadswepeedadcleusentenecteatend 3 11 LRCO ErTOrS 5 recssalgh sie pireais Stace a e tact aanac te 3 11 Nova Specifics meircc irei e aE a aei EEE 3 14 Index Aloha EDC User Guide v6 2 Introduction Aloha EDC is one of the numerous add ons in
87. le 12 10002 19 22 ADJUST 20040107 20040107 11 53 41 123 John Smith Table 12 10002 19 22 VOID 20040107 20040107 12 05 16 123 John Smith Table 12 10002 The column titles display on the first row The card field appears as un encrypted and adds spaces for every 4th digit to help with cell formatting Blank fields are left blank and not filled with 0 00 Changing the File Path of the Export File You can change the file path of the export file by clicking the Export Settings button To change the file path of the export file 1 From the Batch Transaction Export dialog box click Export Settings to display the Export Settings dialog box Export Settings Export Settings Filename path DFWTTAYLOR1 BOOTDRY AlohalRptExport TxnDetail Cancel Figure 2 28 2 Type the file path and the name of the export file 3 Click Save Aloha EDC User Guide v6 2 Using Aloha EDC 2 29 ods eYyoly buisp Automating the Batch Transaction Report The Batch Transaction report details transaction information processed through EDC such as authorized amount return codes offline status card balance before and after a transaction occurred and much more You can electronically export the file to a comma separated value csv format You can now automate the creation of the file during the End of Day EOD pro cess To automate the EDC Batch Transaction export 1 Open the Winhook batch
88. led for any reason AUTH Authorization code for successful authorizations ERROR Error text for failed actions INFO Additional internal transaction information REASON For void actions the explanation for the void NOCAPTURE Indicates that the authorization succeeded but the transaction is not allowed PROCNO Processor number of settlement processor FILENO Number of the txn file STANDALONE Yes if the action occurred while the FOH was in fake authorization mode Standalone transactions appear on the batch report with a The following fields are used for SuperSite installations only File Description PINDEX Processor index Distinguishes the batch the transaction goes into when you have multiple simultaneous batches for a processor Note This setting comes from Terminal Maintenance in the Edclinfo field TERMID Terminal ID This does not necessarily correspond to the Aloha terminal number This is a specific terminal ID to be sent to the processor so that they can report on credit card activity by terminal Note This setting comes from Terminal Maintenance in the EdclInfo field Aloha EDC User Guide v6 2 Introduction xi The following fields are used for check authorization only Currently supported for Nova BOH Processor only File Description MICR Magnetic Ink Character Recognition code along bottom of check DLL Drivers license CHECKNO Check number STATE State ZIP Zip code Additional fields appear in txn files
89. lick Stop Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 5 0d3 eyojy Pun uos For Windows 95 Install the DCOM95 exe and DCM95Cfg exe self extracting files Copy the three EDC files and ATL dll for Windows 95 into the BIN directory From the command line go to the Bin directory Type the command RegSvr32 ATL dll If successful you should receive a message stat ing DLLRegisterServer in ATL dll succeeded Note This step may not be required 5 For Client and Server register the service with the command EDCSvr Service Win dows 95 does not support services directly but supports the concept of pseudo services which are non interactive programs that start at startup You can check this in RegEdt32 under HKEY_ LOCAL _MACHINE Software Microsoft Windows CurrentVer sion RunServices where any key value may be set to the full path of an executable to be run as a pseudo service 6 For Client only register the service with EDCSvr RegServer There is no message after this command 7 Type the command RegSvr32 EDCSvrps dll to register the EDCSvrps dll If successful you should receive a message stating DLLRegisterServer in EDCSvrps dll succeeded 8 Run DCOMCnfg exe and make sure you now see EDC Class listed in the list of serv ers Under the Default Properties tab make sure Enable Distributed COM on this com puter and Enable remote connections are selected Note
90. m within a network rather than across the Internet If you configure the processor to support TCP IP and dial up Aloha EDC uses the TCP IP connection first then resorts to dial up support as a back up Gateway Support Acts as a medium between the client and the host through a secure socket layer connection over TCP IP Refer to Configuring Gateways on page 1 40 for more informa tion Dial up Support Uses a dedicated telephone line to dial out to the host Dial up support is the slowest of these communication methods and you may experience busy signals more frequently 1 44 Configuring Aloha EDC Aloha EDC User Guide v6 2 If you configure the processor to support TCP IP and dial up Aloha EDC uses the TCP IP con nection first then resorts to dial up support as a back up Adding a Supported Processor You must add a supported processor for EDC to use You can configure multiple processors for a restaurant depending on your needs such as one processor for handling authorizations and a one for settlement You may also use these processors to emulate other processors not listed however Radiant Systems does not support these To add a processor 1 Select Configure gt Processors to display the Select Processor dialog box Select Processor Figure 1 32 Select Processor Dialog Box The Select Processor dialog box displays the current selections defined for use by the res taurant 2 Click Add to display the
91. me credit card twice in a day to limit employees and guest from using the same credit card number more than once in the same business day 12 Type the number of ICVerify terminals you are using This option is typically set to one 13 Type the percentage of the order in which to add to the check total to use to deter mine the authorization amount in Assume This Tip for Authorization For example if this tip percentage is set to 15 and a customer charges 20 00 on a credit card the authorization builds in 15 on top of the original 20 00 for a total authorization of 23 00 There is a leeway of or 20 for restaurants and or 15 for retail before a downgrade fee is charged If a restaurant does not support tips type 0 14 Click Save Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 15 ds eyolv Hun uos Defining Requirements for Pre Authorization Use the Authorization tab to define requirements and amounts for pre authorization This tab is only available with the Aloha TableService product The following procedure includes the required or suggested settings for setting up the Authoriza tion tab Other settings on this tab although available are not discussed To define requirements for pre authorization 1 Select the Authorization tab from the Credit Card group Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Store Settings Maintenance Group
92. menu This disables the EDC program from sending transactions and performing any authorizations or adjustments When you finish configuring EDC you must restart POS Processing 1 34 Configuring Aloha EDC Aloha EDC User Guide v6 2 To stop POS processing 1 Select File gt Stop POS Processing Stopping POS will prevent Further Processing From the Front of House 9 7 Are you sure you want to Stop POS Figure 1 22 Stop POS Processing Confirmation 2 Click Yes The Configure menu becomes available Aloha EDC v6 0 0 Alpha Connected clients 1 File eGini i Functions Report Store Modems Gateways Processors Cards Private Label Cards Options s POS is OFF Last settlement Total Refunds MC VISA AMEX Diners CB Discover Enroute JCB Military Private Label Debit Gift Card Total Figure 1 23 EDC Configure Menu Dropdown Configuring Store Information Use the Store Information menu option to establish the store name address and unit number EDC uses this information for reporting and as default information when setting up individual processor records Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 35 yUOD oqq PYyoIV Buinb1 To configure store information 1 Select Configure gt Store to access the Store Information dialog box Store Information Name Address 1 F Cancel Address 2 City State l Unit Figure 1 24 Stor
93. milar They act as middlemen transferring transaction information to and from some massive backbones managed by EDS and another company that do all of the credit cards in the United States VISA and Mastercard are simply associations of issuing banks What is the difference between host based and terminal based processors What is a hybrid processor A terminal based processor is one where the batch is maintained by a terminal at the restaurant The terminal Aloha keeps track of all authorized transaction amounts If a transaction is adjusted usually to add tips no dial out is usually required because the batch transaction amount can simply be edited as long as it is less than the authorization amount If a transaction is voided it is usually just deleted locally from the batch Credits are simply inserted into the batch because they don t need approval Whatever is sent during settlement is considered the definitive amount As long as the merchant reviews the batch prior to transmission this method rarely has problems A host based processor is designed primarily for more primitive systems which cannot maintain and edit the batch at the restaurant Instead it is kept at the host processor Therefore any change to the batch requires a dial out to the processor to authorize adjust void or credit Host based processing is really more retail oriented than restaurant oriented because retail transactions are simpler and aren t usually
94. mit or stolen card Authorization does not actually result in a charge on a person s credit card bill but rather it does post temporarily against their credit limit The charge is not official until the approval code is set tled with a final amount often the final amount is different that the original authorization amount due to tip adjustments or other edits If the charge is never settled the customer is never billed The post against their credit limit eventually expires but it is not clear how long it takes It may take up to a month or as little as three days but there are no published policies What is settlement Settlement is the process of sending and balancing transactions with the credit card processor Charges are not credited to the restaurant or billed to the customer until they are settled Settle ment is sometimes referred to as Data Capture Settlement should occur within one or two days of authorization If a long period of time elapses it is possible that authorized transactions will be rejected because the host system decides they have been discarded In this event the transac tions must be reentered and reauthorized Aloha EDC User Guide v6 2 Introduction vii viii Processors For our purposes a credit card processor is a company that makes money by providing a dial up network for authorization and settlement They also provide various services like reports and bill ing for merchants They are all fairly si
95. nder Maintenance gt Store Settings gt Credit Card Group Note In Aloha ini 20 is represented as 20 not 20 In Aloha Manager 20 is entered as 20 with no decimal point This means that if a customer has a 10 order the credit will be authorized for 12 As long as the settlement amount is between 9 60 80 of 12 and 14 40 120 of 12 the transaction is not downgraded This is normally the case If the customer leaves more than a 44 tip it is downgraded Establishments that have a lot of very large tips might consider raising the default tip percent for authorization to more than the default of 20 Introduction Aloha EDC User Guide v6 2 How This Guide is Organized This guide is designed to help you familiarize yourself quickly with the Aloha EDC It is orga nized as follows Chapter 1 Configuring Aloha EDC This chapter discusses the preparatory requirements for the Aloha EDC software This includes the steps required to interface with the Aloha system as well as instructions to set up the modem s processor s credit cards and more Chapter 2 Using Aloha EDC This chapter discusses the available menu commands and their functionality within Aloha EDC as well as how Aloha EDC works in relation to the Aloha system Chapter 3 Troubleshooting EDC This chapter discusses tips for optimizing your use of the Aloha EDC program processor errors and installation guidelines Index Aloha EDC User Guide v6 2 Introdu
96. nel Refer to Adding Credit Card Tender Buttons in QuickService on page 1 31 lh Select the credit card type from the Report as drop down list Select Active to indicate the tender is in use Select Can Refund if you want the ability to refund transactions applied with this tender Select Print Check on Close Select Open Drawer on Close 0 Select Print Signature Line to print a line on the voucher for the guest to sign 1 Select Remove Tip Line if Auto Gratuity if you want to suppress the tip line when you apply automatic gratuity to the check 12 Select Allow Tips if applicable 13 Type the maximum tip percentage you can apply to this credit card For example type 10 000 for 10 50 000 for 50 etc 14 Type the tip refund percentage to recover a percentage of credit card tips from employ ees to cover credit card processing fees Sa oe 1 26 Configuring Aloha EDC Aloha EDC User Guide v6 2 15 Select the Type tab See Figure 1 13 for QuickService See Figure 1 14 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools view Help Tender Maintenance Number oor Cash DA Tender Type identification Authorization Back Office Reconciliation Security Verifications I Debit I GitCad AlohaeCad z E I CedtCad Natapi J House Accounts F Not Applicable x IVRBhone 7 Options p Eoreign Currency I Use Magnetic Card ONLY Foreign
97. ng Gateways sci ioiditnssiscanintcctecdadteaninicearcncanenecoterdetneannece 1 40 Configuring Processors snccicccariaalvasnnrencdesansuscdebeerenhilsietdeeceniasadiaiee 1 44 Configuring Private Label CardS eeseeeeeeeeeeeeererrrresssrrenne 1 76 Table of Contents Assigning Cards to Processors cccccceceeceeeeeeeeeeeeeeeeeeneeeeeeeees 1 77 Defining Additional EDC Options eee eeeeenteeeeeeeeeeeeneaees 1 78 Starting POS Processingisig ctisnrandi es enial vate harce iain 1 79 Defining an EDC Processing Path cc cceeeessseeeeeeeeeeeeeeeeeeeeneaes 1 80 Editing EDC ah tase nese rir ta tires Rett ia he eA eG RI end 1 81 Using Aloha EDC cA aiaieee ena as 2 1 Understanding the Aloha EDC File Process ccceeseeeseetteees 2 3 Viewing the Aloha EDC Main Screen ceeceeeeeeeeeeeeeeeeeeeeeeeees 2 5 Performing EDC Functions from the BOH 2 7 Authorizing a Transaction from the BOH cccceeeeeeeeeereeeeees 2 8 Adjusting a Transaction from the BOH cccccceeeeeeeeeeeeeeeeeees 2 8 Forcing a Transaction from the BOH eee eeeeeeeeeeeeeeeeeeeeaes 2 10 Preauthorizing a Transaction from the BOH cece 2 11 Refunding a Transaction from the BOH sses 2 11 Voiding a Transaction from the BOH c cceecceeeeeeeeeeeeeeeeeeees 2 12 Au thorizing a CMCC en co 2a cdtscnatietnchvevct Aacnaseceesnusieth d teeedageecalieriaeae 2 14 Performing Batch Functions
98. ng regular dial up systems e g leased line or satellite or the merchant may simply be mistaken Aloha should be able to authorize as fast as any other dial up mechanism the merchant can demonstrate at least within 2 seconds or so 3 6 Troubleshooting EDC Aloha EDC User Guide v6 2 Tips for Tracking Down EDC Problems e Read the Debout edc file Read the Debout from the master terminal Dump a transaction log and see what FOH transactions occurred Search for the credit card number in the translog dump e Set DebugEDCSvr exe True in Aloha ini This outputs extra debugging information in Debout edc and can be invaluable for tracking down difficult problems Be sure to turn this feature back off when the problem is resolved because it will create very large Debout edc files which can slow authorization down and waste disk space e Check the magnetic card reader Bad card reads can cause strange problems Look in the Stl files and search for Track or Track2 You can usually spot bad card reads because they are much shorter than the others The card reader may be dirty or defective Aloha EDC User Guide v6 2 Troubleshooting EDC 3 7 ods eY4olv BHuljooysajqnoi Settlement Is it possible to Unsettle a batch Not usually But if the occasion arises you can make Aloha EDC settle the same batch again For example if a customer performs a Force Settlement and archives a batch without settling it properly you can bring back the b
99. nnection if supported Most configuration dialog boxes contain the following options Enable Multi trans Enables multiple authorization transactions during a single dial up con nection This is necessary when the system has initiated an authorization call to a processor and a second authorization request is sent from an order entry terminal in the FOH When you select this option the system passes the second authorization request to the processor before hanging up the connection substantially speeding up the transaction Enable Multi trans is selected by default on all the configuration dialog boxes in EDC except NPC Clear this option if you allow only one authorization per call Remove rejected transactions Enables EDC to remove rejected transactions from a settle ment batch and logs a Reject txn file to the current batch similar to a voided transaction This functionality is used in conjunction with Functions gt Edit Rejected Transactions Some processor dialog boxes have this option grayed out so you cannot select it 1 46 Configuring Aloha EDC Aloha EDC User Guide v6 2 Dialing Properties If the processor configuration dialog box has a Dialing tab or button then the processor supports a dialup connection Some processors only offer dialup support In the processor configuration click the Dialing button or select the Dialing tab to display the Dialing Properties Some sites now rely solely on a broadband connection
100. ns Setup Tab 1 62 Configuring Aloha EDC Aloha EDC User Guide v6 2 FIFTH THIRD PROCESSING SOLUTIONS Setup TCPAP Dialing Secure Internet Authorizations Host Resource TCP IP Settings IP Address Port Number Fist Primay go Second 0 0 Settlement IP Address 7 Port Number First Primary 0 0 Second o oo Figure 1 46 Fifth Third Processing Solutions TCP IP Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 63 yUOD 9d4 eyolV Buinbi Global Payments Aliases Formerly NDC Credit cards v3 6 and above Supported Card Types Debit cards for QuickService only v5 2 and above Check authorization for BOH only v3 6 and above Supported Communication Dial up v3 6 and above Notes This processor was named NDC for v3 6 to v5 3 20 GLOBAL PAYMENTS Setup Dialing Bank ID Merchant ID 123456783 tS Terminal Type B32 Batch Sequence 0001 I Enable Multi trans I Remove rejected transactions Figure 1 47 Global Payments Setup Tab 1 64 Configuring Aloha EDC Aloha EDC User Guide v6 2 Maverick Aliases Card Systems Supported Card Types Credit cards v4 2 and above Supported Communication Dial up v4 2 and above Notes MAVERICK ox AcquirerBIN Visa EEEE Lx Terminal ID 1234567890 _ Cancel Merchant ID 1234567890 Dialing Batch
101. ns actions in the batch for the same credit card number 3 16 Troubleshooting EDC Aloha EDC User Guide v6 2 Index Symbols in the Bank 1 51 1 52 A Adjust 2 8 Allow PreAuth with EDC 1 31 ALOHA INI 2 4 WAITFOREDCRENAME 2 4 AlohaNet 1 51 1 53 Amex 1 51 1 54 ANS files 2 3 2 4 Authorization Baud Rate 1 50 Authorization Init String 1 37 1 38 1 50 Authorize l vi 2 7 2 8 Authorize Using EDC 1 31 BA Merchant Services 1 51 1 55 batch history file vi batch incrementing 1 82 Batch Transaction report 2 30 batches I vi 1 81 2 6 2 24 baud rates 1 50 Cc Cannot use same credit card twice ina day 1 14 Card to Configure 1 76 Card Types 2 24 Carte Blanche 1 77 CES 1 51 1 56 Check Authorize 2 14 Check Digit 1 77 Choose Settlement Processor 1 48 client server remote access 3 16 Com Port 1 37 1 39 1 40 Concord EFS 1 51 1 58 Configuration Profiles 1 4 Configure Menu Cards 1 77 Modems 1 36 Com Port 1 39 Modem Number 1 39 Phone Prefix 1 40 Private Label Cards 1 78 Card to Configure 1 76 Check Digit 1 77 Expiration Date 1 77 High Range 1 76 Low Range 1 76 Max Len 1 77 Min Len 1 77 Optional 1 77 Processors 1 44 configuring 1 50 credit cards Batch Transaction report 2 23 Current Modem 1 50 D dial up support 1 44 Diners 1 77 DirectNet 1 51 1 60 directory structure I ix Discover 1 77 downgrades I xiv E EDC Batch Transaction Report 2 28 EDC Processing Path 1 80 EDC Setup su
102. ns assuming no mock authorizations are performed EDC File Process REQ file HLD file ANS file TXN file STL file Figure 2 1 EDC File Process As you apply credit cards in the FOH the master terminal creates an req request file on the EDC server in the EDC directory In a live situation EDC usually scans for req files on an average of once per second When an req file is found EDC immediately converts it to an hld hold file with the same name in the EDC directory indicating that processing has begun If POS processing is off or EDC is not run ning then the req file is not picked up In this case the FOH times out after three minutes and an Err No Response message is received If you are set up to perform mock authorizations when the server is down a spool file pa spl is immediately created in the EDC directory Once the file server is available spl files go through the normal file process for authorization When there is a response the hld file is converted to an ans file in the EDC directory After EDC processes the req file the response is written to an ans answer file and the hld file is deleted The ans file is basically identical to the req file but the Approved field indicates whether the action succeeded and the Auth or Error fields provide additional information If there is not a response and you are set up to perform mock authorizations spooldown is acti v
103. ocessing only occurs on the server to which it connects For Windows NT 4 0 s Copy the three EDC files into the Bin directory From the command line go to the Bin directory For Client and Server register the service with the command EDCSvr Service There is no message after this command Go to Control Panel Services and verify that EDC is now listed in the list of services You can stop and start the service from there as well as specify Automatic startup For Client only register the service with the command EDCSvr RegServer There is no message after this command Type the command RegSvr32 EDCSvrps dll to register the EDCSvrps dll If successful you receive a message stating DllRegisterServer in EDCSvrps dll succeeded Run the program DCOMCnfg exe and make sure Enable DCOM on this computer is selected For Client only run DCOMCnfg exe and select EDC in the list of servers Click Proper ties then click the Location tab Clear Run application on this computer Select Run application on the following computer and select the computer where the server is installed Note that you can type either a computer name or a raw IP address in the field From the command line or Explorer run the user interface with EDCUI If you need to uninstall the service type EDCSvr UnRegServer from the command line Be sure to stop the service also under Control Panel gt Services gt Select EdcSvr and c
104. oha EDC in detail You establish the interface between Aloha EDC and the Aloha system using the Store Settings and Tenders func tions within either Aloha Manager TableService or Aloha Manager QuickService Define other requirements include defining store information modems credit card processors etc using the Configure menu within Aloha EDC In this chapter you learn how to e Enable Aloha EDC and define EDC settings such as whether to use mock authorizations when the EDC file server is down the maximum mock authorization amount the tip per cent to use for authorizations the masking option to use etc These changes do not reflect in the FOH until Refresh Data is processed Refer to the Refresh Data section in this chapter for information on this procedure e Customize voucher text and print options e Configure stores and modems e Configure credit card processors to enable authorization of multiple transactions during a single dial up connection e Establish dialing properties for each credit card processor This includes authorization and settlement phone numbers as well as the modem authorization and initialization strings e Assign the credit cards accepted by the restaurant to the proper credit card processor Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 3 0d3 eyojy Pun uos Installing Aloha EDC Aloha EDC is a 32 bit application that is designed to run under Microsoft Server 2003 Aloha EDC does not run in W
105. oha EDC User Guide v6 2 To adjust a transaction from the BOH 1 Select Transaction Select Functions gt Adjust to display a list of transactions to adjust Click on column heading to sort items Date Time Type Card 20060727 11 50 52 20060801 08 52 21 20060801 08 59 55 20060808 18 02 00 20060808 18 03 13 20060808 18 12 40 20060808 18 13 08 20060810 15 12 45 20060810 15 13 02 20060810 15 45 59 20060810 15 46 13 20060810 16 35 02 20060810 16 36 44 eper 0 16 37 51 lt SGEZSzZzesoxe44444 49 SCOVER SA C SCOVER HROOOOOOOH 488 2EOOOOOOO 007 RROOOOOOO 0007 ROCCO OOO HROOOOOO OOO 200000000000 0007 200000000000007 KROOOOO OOD EOOOOOOOO 0007 ROCCO OO OOOOH 200000000006 0007 PORREO00001118 OOOOH ABB Cancel Figure 2 6 Select Transaction to Adjust 2 Select the transaction to adjust and click OK The Adjust dialog box with the transaction detail appears Adjust Card Number oo 0007 Old Amount 9 12 Aloha EDC User Guide v6 2 Old Tip 0 88 Amount aa Tip 0 88 Cancel Figure 2 7 Adjust Dialog Box Using Aloha EDC 2 9 ods eyoly Buisn 3 Type the new amount and click OK to save the adjustment A confirmation message appears Figure 2 8 Adjustment Result 4 Click OK Forcing a Transaction from the BOH Use the Force command as a backup procedure to use when a card will not process automatically or when the processor requires manual authorizati
106. oha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Number joz AMEX v Tender Type Identification Authorization Back Office Reconciliation Security Verifications M Hegu ori Prompt aunt Maximum Length e IV Print On Check IV Authorize Using EDC Allow Pre Auth With EDC Cancel Edit Delete Meu Tenders Is authorization required for this tender If yes click on More Figure 1 18 TableService Tenders Authorization Tab 1 30 Configuring Aloha EDC Aloha EDC User Guide v6 2 27 28 29 30 31 32 33 34 Select Require Authorization to prompt for an authorization on the order entry screen Type the text to appear on order entry terminals when prompting for an authorization number Type the maximum length of an authorization number Select Print on Check to print the authorization code on the guest check Select Authorize Using EDC to specify Aloha EDC is used for credit card authorization Select Allow PreAuth with EDC to specify Aloha EDC is used for credit card pre authorization This is required for all tenders using the pre authorization feature Click Save Repeat the procedure for all card tenders you accept at your store Adding Credit Card Tender Buttons in QuickService If you are using Aloha QuickService you must use Panel Editor to add tender buttons to an appropriate panel For TableService installations the tender buttons
107. oid the transaction that is numbered nn Write down all the information so that you can retry the transaction later and void the transaction to remove it from the batch and try to settle again If successful note any differences between the failed transaction and the successful transaction VISANET GEH Unexpected Bel or Unexpected Ack error when try ing to settle Like LRC errors this error is usually indicative of a bad connection with the processor When Aloha sends a batch to Visanet it verifies each block sent by alternat ing between a bel or an ack response If Aloha receives two bels in a row or two acks then a block of data was lost you can immediately attempt to settle the batch and it will typically settle If the problem persists try again later EELE EELE VISANET Duplicate batch xxx on MMDD If you look at the setup properties of Visanet you will notice a batch number in the lower left hand corner Each batch is assigned a number and this number will increment with each batch If Radiant Systems or a dealer has to settle a batch at our office the batch num ber will increment in the office but not at the store Unless the store manually increments the number by one they will receive this message VISANET Error 51 Declined When authorizing a credit card a message is returned with error 51 Declined This respons
108. on for a card Forced transactions are not reflected on FOH order entry terminals In most cases the force command is used in conjunction with a telephone call to the processor help desk It does not originate the telephone call You must initiate a voice connection to the processor help desk and obtain the approval code To force a transaction from the BOH 1 Select Functions gt Force to display the Force dialog box Force x Card Number 378900012345678 Expiration 11708 Cancel Amount 45 22 Iip 6 00 Approval 098098 Figure 2 9 Force Dialog Box 2 Type the card number expiration date amount tip and approval code received from the help desk 3 Click OK to save the information 2 10 Using Aloha EDC Aloha EDC User Guide v6 2 Preauthorizing a Transaction from the BOH Use the Preauthorize command to manually enter a preauthorization transaction and originate a phone call to the assigned card processor Transactions entered using the Preauthorize function are not reflected on the FOH Any transaction that has been preauthorized is written to the current batch Batch totals are not affected unless the transaction is adjusted using the Adjust function By default the settlement amount is set to zero Preauthorization transactions entered using this func tion are recalled later using the Adjust function where they are completed To preauthorize a transaction from the BOH 1 Select Functions gt Preauthorize
109. or repre sentative for the number to use for a particular merchant This can save several seconds per authorization 2 Use Multi trans Multi trans means that if you get two credit card authorization requests at the same time you can authorize them during the same phone call This saves a lot of time for the second authorization because if you are already connected an authorization only takes about 3 seconds Multi trans has the most impact in very busy operations that do a lot of credit card authorizations at the same time from different terminals You can flag the Multi trans flag in each processor specific dialog box However for some pro cessors the merchant must be authorized to use Multi trans or it will not work This is something that must be verified with the processor representative 3 Make sure that your init string configures the modem to dial touch tones as fast as possi ble The default speed for touch tones is usually pretty slow You can usually save 1 2 seconds by setting the touch tone speed as fast as possible typically 50ms 4 Very slow authorization times may be a symptom that the system is getting errors and re dialing Check the Debout edc file for possible errors If you can get individual authorization times below 20 seconds you are probably close to the optimum speed Getting times below 15 seconds is unusual Merchants may claim that other sys tems can authorize significantly faster but they are probably not usi
110. oup gt Voucher Printing and you want a voucher to print only for this tender Select Apply Signature Line Rules for Vouchers if you want the system to require a signature for this tender only when the check exceeds a specific amount Select Use Magnetic Card ONLY to require you to use a mag card reader for credit card input Select Print Expiration to set the credit card expiration date to automatically print on the guest check Select Signature Verification to enable the system to prompt you to verify the signature for the guest Select the Identification tab See Figure 1 15 for QuickService See Figure 1 16 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Tender Maintenance Number X Tender Type Identification Authorization Back Office Reconciliation Security Verifications I Require Identification I Numeric Onky Prompt Card I Print On Check Minimum 16 J Validate Maximum 16 I Vaid Prefix Checking Prefix 1 mooo Peiz Prefix 3 O Prefix 4 isd Digits To Validate 1 Tenders Store Settings Job Codes Access Levels Is a payment identifier required for this tender If yes click on More Figure 1 15 QuickService Tenders Identification Tab 1 28 Configuring Aloha EDC Aloha EDC User Guide v6 2 Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Tend
111. p TCP IP SSL in the Bank Credit cards Yes No No Debit cards Canadian Debit AlohaNet Credit cards No Yes No Amex Credit cards Yes Yes No BA Merchant Services Credit cards Yes No No CES Credit cards Yes Yes Yes Gift cards ValueLink Yes Yes No Concord EFS Credit cards Yes Yes No DirectNet Credit cards No Yes No FDC Credit cards Yes No No Fifth Third Bank Credit cards Yes Yes Yes Gift cards Fifth Third Yes Yes Yes Global Payments Credit cards Yes No No Debit cards Yes No No Check authorization Yes No No Maverick Credit cards Yes No No Nabanco Credit cards Yes Yes Yes Gift cards ValueLink Yes Yes No Nova Credit cards Yes No No Paymentech Credit cards Yes Yes Yes Gift cards Paymentech Yes Yes Yes RBS Lynk Credit cards Yes Yes Yes Stored Value Systems Credit cards Yes Yes No Gift cards Yes Yes No Visanet Credit cards Yes Yes Yes Debit cards Yes Yes No Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 51 3q4 eyojy Hun uos In The Bank Shift 4 Aliases Dollars in the Bank on the Net Supported Card Types Credit cards v4 4 and above Supported Communication TCP IP Frame v4 4 and above Notes In The Bank Configuration IP Address of In The Bank Server Merchant ID Figure 1 35 In the Bank Configuration Dialog Box 1 52 Configuring Aloha EDC Aloha EDC User Guide v6 2 Alohanet Aliases Supported Card Types Credit c
112. ple processors or have mul tiple processors configured the Select Processor dialog box appears 2 Select Nova and click OK The Check Authorization dialog box appears Check Authorization xi Enter the drivers license number or the MICR numbers on the bottom of the check but not both Drivers license no 04115962456 MICR check numbers State TX Check No 0516 Amount 21 44 Cancel Figure 2 15 Check Authorization Dialog Box 3 Type either the drivers license number of the customer or the MICR numbers on the bottom of the check Do not type both 4 Type the state check number zip code and amount 2 14 Using Aloha EDC Aloha EDC User Guide v6 2 5 Click OK EDC initiates a phone call to the Nova processor and a message approving or declining the check appears gt Check Authorized OK Figure 2 16 Check Authorization Confirmation 6 Click OK to complete the authorization Aloha EDC User Guide v6 2 Using Aloha EDC 2 15 odd eyoly buisp Performing Batch Functions As the FOH accepts payments the monies from credit card and gift card payments are not real ized until you settle a batch A batch is a collection of transactions processed through Aloha EDC that is sent to the respective hosts for finalization Collecting of actual payments are outside of the Aloha EDC program A batch does not rely on the End of Day process You can run a batch multiple times in one day or combine several days into
113. rate account with the credit card processor for each instance of a processor added in EDC Batch Incrementing Actually there is not much difference in the two methods except when credit card processors have batch numbers associated with each transaction For processors that have batch numbers Visanet Maverick Paymentech it is important to increment this number in different ways depending on the method that applies For the first method there is really only one batch even though it is separated into multiple subdirectories and each subdirectory is settled separately For the second method it is important that each batch be incremented separately upon settlement Basically the MultipleMerchantID flag controls how the batch number is treated in the Aloha system 1 82 Configuring Aloha EDC Aloha EDC User Guide v6 2 Using Aloha EDC This chapter discusses the available menu commands and their func tionality within Aloha EDC as well as how Aloha EDC works in relation to the Aloha system Understanding the Aloha EDC File Process 2 3 Viewing the Aloha EDC Main Screen c csccceeeeeeeeetteeeeeeeeeeeeeee 2 5 Performing EDC Functions from the BOH c ccecseceeeeeeeteeeeeeeees 2 7 Authorizing a Transaction from the BOH ccceeeeeeeereeeeeees 2 8 Adjusting a Transaction from the BOH cccceecceeeeeeeeeeeeeeeeeeees 2 8 Forcing a Transaction from the BOH eeeeceeeeeeeeeeeeeeeeeennaeees
114. s Exporting the Batch Transaction Report The EDC reports in the Aloha system display the net results of all transactions per card type and not the transaction history of adjustments voids declines reversals and other types of communi cation This information has typically been retrieved from txn and stl files however the imple mentation of masking and encrypting card numbers compromises the ability to trace transactions related to an account The restaurant must be able to trace card activity for the following reasons e For instances when balances become out of sync between Aloha reports and the gift card host e For discrepancies from customers about transactions For example the customer may inquire why there are multiple transactions when an employee applies their credit card to the wrong check voids the transaction and then applies the payment to the correct check With the ability to create an EDC Batch Transaction report the restaurant can provide a history of card use in the order that it occurred for a date or a range of dates export the file into an appli cation such as MSExcel and save the history to a disk if necessary The restaurant can then compare the transaction history recorded at the store to the history at the processor or host Aloha EDC User Guide v6 2 Using Aloha EDC 2 27 ods eyojy bHuisp Creating and Exporting the Batch Transaction Report You must create the EDC Batch Transaction report
115. s clean Be sure the phone line is not shared or being inter rupted If the modem is running on a cheap serial port it may be dropping characters Serial ports are how the computer sends and receives characters The chip that handles the sending and receiving is called a UART which stands for Universal Asynchronous Receiver Transmitter Good serial ports have buffered UARTs which means that they can store several characters at a time This greatly reduces the chance that the computer drops a character UARTs in the 16000 range e g 16550 are generally good UARTs in the 8250 range are not buffered and are likely to cause problems if you use them for EDC or for Video To investigate the serial port access Ports in Control Panel You must select the FIFO Enabled option FIFO is the First In First Out buffer on the UART If it appears dimmed there is not a buffer on your UART This is not a common problem If it does you need to get a newer serial port To confirm the UARTs your COM port has use the utility UartType com from our BBS or FTP site To perform properly the utility must be run in DOS mode This means starting Windows 95 Windows NT in DOS mode The symptoms of an incorrect UART are almost indistinguishable from a bad phone line They include numerous retries and bad LRC errors in the Debout EDC file Although most new motherboards and serial cards have 16550 UART some less expensive models may only have 16450 UARTs It is
116. se jumper settings must match the software settings or the computer will not communi cate with the modem Device conflicts are common when an internal modem and an on board IO port share the same IRQ In this case it is best to disable the on board IO port using the conflict ing IRQ This is seldom a problem with external modems Incorrect IRQ As a general rule IRQ settings cannot be shared between devices thus when two devices have been assigned the same IRQ the result is a device conflict that prevents either from functioning properly if at all Under normal circumstances COM1 and COM3 are assigned to IRQ 4 and COM2 and COM4 are assigned to IRQ 3 There are ways to configure Windows to allow two COM ports to share an IRQ however it is recommended that the modem used by Aloha EDC be assigned to its own IRQ and COM port This is seldom a problem with external modems Incorrect Init Strings If an unlisted modem is installed the correct register settings must be entered for Authorization Init String and Settlement Init String located in Configure gt Proces sors gt Dialing Properties An incomplete or incorrect initialization string does not normally pre vent the system from communicating with the modem but can prevent the modem from making a connection with the credit card processor Consistent failure to connect is a common symptom of an incorrect initialization string Telephone Line Interference EDC requires a
117. sk method to designate the portion of the credit card or debit card number to appear on the voucher Select from Always show full num ber Only show last 4 digits except on 1st voucher and Only show last 4 digits on all vouchers If selected the number is masked on the voucher reprinted guest checks and the Payment report 14 Select Suppress Expiration Date to not print the credit card expiration date on the printed voucher 15 Select Suppress Cardholder Name to not print the name of the cardholder on the credit card voucher When using a magnetic card reader the system replaces the Magnetic Card present lt cardholder name gt line on the voucher with Magnetic Card present Yes 16 Click Save Defining Signature and Tab Name Requirements Use the Options tab to define the signature required ceiling requirements and how the system names tabs for unreadable cards The following procedure includes the required or suggested selections for setting up the Options tab Other options on this tab although available are not discussed 1 20 Configuring Aloha EDC Aloha EDC User Guide v6 2 To define signature and tab name requirements 1 Select the Options tab from the Credit Card group See Figure 1 8 for QuickService See Figure 1 9 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools view Help Store Settings Maintenance Group Credi
118. son editing a txn file or deleting any txn files will cause a mismatch with the information held by the host In the Functions menu in the Aloha EDC program there are three options at the bottom of the list Get Current Batch Totals Get Previous Batch Totals and Purge Batch These are only used when troubleshooting a problem with a host based processor They are not used with a terminal based processor Get Current Batch Totals Calls the host and returns an on screen dialogue showing the cur rent batch totals as held by the processor If you cannot settle a batch this is a useful function for you to compare your total with theirs and find the discrepancy Get Previous Batch Totals Calls the host and returns an on screen dialog showing the previ ous batch totals With this function you can confirm that there was not an accidental settlement causing a discrepancy between you and the host 3 14 Troubleshooting EDC Aloha EDC User Guide v6 2 Purge Batch Purges the current batch from the host Since this will not help you diagnose the problem of not settling it can be used as a last effort in synchronizing the information on your computer with the host computer This function purges the current batch s information on the host s side and automatically rebuilds it the next time you attempt a settlement using Settle Batch You can then settle the batch but keep in mind that the automatic rebuild process re synchronizes the hos
119. sors Dialog Box Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 77 0d eyolv Bun yuo 6 In the Common Credit Cards group box select the processor to use for each card type Unless you are using multiple processors you would use the same processor for all types Select None for any card you do not accept In the Private Label Credit Cards group box select the processor to use for each pri vate label card type Unless you are using multiple processors you would use the same processor for all types Select None for any card you do not accept In the Gift Cards group box select the processor to use for the corresponding gift card you accept In most cases such as Paymentech and Stored Value you can select only one supporting processor for the gift card Select None for any card you do not accept In the Other Cards group box select the processor to use for the debit card you accept Select None for any card you do not accept Click Save Defining Additional EDC Options Use the Options function to define a maximum refund amount for credit cards and how many times an SSL connection will attempt to dial out 1 Select Configure gt Options to display the EDC Options dialog box EDC Options Credit card refund lirit Auni Cancel Retry SSL every 0 connections Figure 1 62 EDC Options Dialog Box Type the credit card refund limit Credit Card Refund Limit Sets the maximum amount up to 9
120. spooled to the EDC directory on the master terminal If EDC is running on the master it picks up those files and processes them The only problem with this approach is that EDC currently does not mirror the txn files from the BOH on the terminals Because of this any transactions started before the file server went down will not be in the batch on the master terminal therefore they cannot be adjusted or voided until the BOH recovers New transactions rung after the BOH failure works normally In this scenario you must remember that there are two batches one on the BOH and one on the master terminal Each batch must be settled Simulated Authorization Few restaurants install redundant modems so a software based approach is useful also Aloha also supports a fake authorization mode that allows FOH terminals to automatically authorize transactions when the BOH is down To enable this functionality the EDCSpoolDown variable in Aloha ini must be True The maxi mum amount of a fake authorization is set by EDCFloordown in Aloha ini You can access these settings in Maintenance gt Store Settings gt Credit Card group When EDC generates fake authorizations they are spooled in the EDC directory on the master terminal as spl files The master terminal debout indicates any fake activity that occurs The Aloha EDC program on the BOH server periodically scans the terminals and picks up these spooled transactions This scanning is
121. ssors in the range are selected Select Processor x IN THE BANK MEX Figure 2 17 Select Multiple Processors in a Row To select multiple processors that are not in a row hold down Ctrl and select any num ber of processors Select Processor x IN THE BANK x Figure 2 18 Select Multiple Processors not in a Row Aloha EDC User Guide v6 2 Using Aloha EDC 2 17 ods eyo y buisp 3 Click OK The confirmation prompt appears 7 Are you SURE you want to settle H Cancel Figure 2 19 Confirm Batch Settle 4 Click OK to settle the batch or click Cancel to cancel the settlement Forcing a Settlement Use the Force Settlement command to force a settlement when a batch does not settle In very unusual circumstances sometimes a batch will complete the settlement process but the EDC server does not receive the confirmation from the credit card processor This can happen when settlement is interrupted or when the processor manually settles a batch on their end to solve a problem When this occurs the files are not archived and the transactions could be charged to the customer more than once The Force Settlement command archives the current batch without performing the normal settlement procedures Use Force Settlement only when a batch has already been confirmed and settled The restaurant receives no revenue from a batch if the Force Set tlement function is used on a batch that has not yet been se
122. st also use the Tenders function in Aloha Manager to define credit card types and to set required authorization and identification You must be logged in to Aloha Manager to configure these options Refer to the Aloha QuickService or TableService Reference Guides for more informa tion on options on the Credit Card group and the Tenders function Activating and Configuring the EDC Setup Tab Use the EDC Setup tab on the Credit Card group to activate the EDC program enable mock authorizations and establish the method to use for credit card masking The Start Track Field and End settings should not be modified without specific instructions from the hardware dealer The following procedure includes the required or suggested settings for setting up the EDC Setup tab Other settings on this tab although available are not discussed 1 12 Configuring Aloha EDC Aloha EDC User Guide v6 2 To activate and configure the EDC Setup tab 1 Select Maintenance gt Store Settings gt Credit Card group The EDC Setup tab appears See Figure 1 1 for QuickService See Figure 1 2 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Store Settings Maintenance Group Credit Card Ed EDC Setup Voucher Printing 1 Voucher Printing 2 Options Mag Card Sentinals Start 37 Field 94 Enable EDC Electronic Draft Capture I Use Aloha EDC I Use Chip N Pin ED
123. t Card a EDC Setup Voucher Printing 1 Voucher Printing 2 Options r Signature Required Ceiling I Manually Entered Cards I Swiped Cards I Tapped Card No Signature Required if less than 0 00 r Tab Name Customer name not found System Names Tab Prompt User for Tab Name r Print check at the Master when EDC Voucher prints T Print Void Slip Store Settings Figure 1 8 QuickService Store Settings Credit Card Group Options Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 21 yUOD Odd eyolv Buinbi Aloha Manager TableServie CK Fie Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Group Credit Card Ss EDC Setup Authorization Voucher Printing 1 Voucher Printing 2 Options SUSTOESE EEE Tg r Brint check at the Master when EDC No Signature Required if less than 0 00 Voucher prints I Manually Entered Cards Print Void Slip J Swiped Cards I Tapped Card Tab Name Customer name not found System Names Tab Prompt User for Tab Name Store Settings Figure 1 9 TableService Store Settings Credit Card Group Options Tab 2 Type an amount in the No Signature Required if less than __ text box to specify the minimum amount of credit card purchase to require a signature If the purchase is less than the defined amount a signature line does not print for the transaction Type 0 to indicate all cards require a signature 3 Sele
124. t totals with the information currently in your local EDC terminal This does not guarantee that transaction information will not be lost or incorrect and it would be wise to contact the pro cessor first and manually check all the transactions for discrepancies However it is extremely rare that a batch purge is necessary and in most cases the batch rebuilds correctly A frequent problem is that a technician calls Nova with a problem settling and Nova xa will go ahead and settle the batch on their end If this occurs Purge Batch will fail Since the host has cleared away the batch the correct course of action in Aloha EDC is to Force Settlement which archives the current batch and skips the settlement process itself Nova requires three sets of account numbers to be obtained from Nova before it will function The first is the Bank Identification Number BIN which is always a six digit number The second is the Terminal ID number which can be from one to 16 digits And the third is the Merchant or vendor ID number that can range from 1 to 16 digits Obtain these numbers from Nova at 800 725 1243 touch tone option 6 on Nova s automated phone system There have been a few rare cases reported where a dealer or restaurant operator has called Nova and had them purge a batch or do manual settlement on their end and then deleted the batch on the restaurant machine This results in a decline on all authorizations afterward The Debout
125. tch Where is EDC configuration information stored All configuration information for EDC is stored in Edc ini which is located in the main EDC directory on the file server Anatomy of a TXN File Manually editing or otherwise manipulating txn files is highly discouraged However when troubleshooting it is useful and important to understand how they work The following fields are currently in txn files File Description TYPE Type of action Authorize Preauthorize Adjust Void Credit Force Settle ForceSettle DOB Date of business DATE System date TIME System time TERMINAL Originating terminal or BOH MANAGER If manager approval was required who did it EMPLOYEE FOH Employee preforming the action TABLE Name of table or QuickService order CHECK Check number PAYMENT Unique payment ID AUTHAMT Amount to authorize BATCHAMT Amount to settle BATCHTIP Tip amount to settle x Introduction Aloha EDC User Guide v6 2 File Description PROCESSOR Which credit card processor handles this transaction CARDTYPE Type of card VISA MC etc CARD Card number masked EXP Expiration MMYY TRACK1 Track 1 magnetic card information if available encrypted TRACK2 Track 2 magnetic card information if available encrypted REF Reference ID that identifies the batch transaction this action is updating A transaction consists of all the txn files that have the same Ref ID APPROVED YES if the action succeeded NOT if fai
126. the PMSPath environment variable DEBugExt xxx Changes the extension of the Debout file The default is EDC When you have multiple copies of EDC running this option lets you specify different extensions for their debugging output files Title xxx Specifies text to display in the title of the EDC program window Also use ful when running multiple copies of EDC ReportMode Runs in a mode that only allows the user to run batch reports Sometimes useful for setting up extra copies of EDC on remote stations that do not interfere with regular EDC operation Iberdir is typically required if you are using ReportMode on a remote machine so that EDC can find the EDC ini file and related security key information ScanRestrict xxx Specifies that EDC is to scan for standalone transactions spl files only on FOH terminals that have an xxx file in their EDC directory Useful when running multiple copies of EDC in SuperSites DebugScan Outputs detailed debugging information when scanning for spl files on FOH terminals Not recommended for normal operation because of the large volume of debugging but can be useful in helping you understand how EDC and redundancy work together Aloha EDC User Guide v6 2 Configuring Aloha EDC 0d3 eyojy Pun uos Interfacing EDC with the Aloha System Use the Credit Card group in Aloha Manager to activate EDC and set up the interface between Aloha EDC and the Aloha system You mu
127. ti Store Mode Multi Store Mode Sorts and totals the report by store or by terminal Used in loca tions that have several stores within the same site In this case the report sorts by the selection made here first then the selections made in First Sort By and Second Sort By You must configure your Terminal ID Revenue Center and Store in Maintenance gt Hardware gt Terminals for the report to sort by store il Aloha EDC User Guide v6 2 Using Aloha EDC 2 25 ods eyojy bHuisp 8 Click View to preview the report U report title Credit Card Debit Card Transactions Employee Check Tan Type EDC Transaction Report 06 27 2006 08 11 2006 zj Page 1 08 11 2006 2 22 PM 8 1 1 Alpha move forward backward print the in the report report Amount Sale Refund Sale XXXXXXXXXXXXO 1209 TAS794 M Terminal Back office VISA Total 3 transa 1 Default Store 103 Nathan Ross 10001 Sale Mc XXXXXXXXXKXX1118 1207 TASE94 M 9 73 Terminal 1 MC Total 1 transactions 9 73 Terminal 1 VISA Total 17 transactions 10471 80 1014 51 11486 31 105 Randall Larso 20001 Sale DISCOVER XXXXKXXXXXXXS4 1202 TAS651 M 6 40 0 00 6 40 Terminal 1 DISCOVER Total 1 transactio 6 40 0 00 6 40 Terminal 1 Total 22 transactions 10489 93 1015 02 11504 95 103 Nathan Ross Sale MC XXXXXXXXXXXX1118 1207 4 56 0 44 5 00 103 Nathan Ross Sale Mc XKXXXXXXXXXX1118 120 3 6 84 2 16 9 00 Terminal 2 MC Total 2
128. tions from the BOH Functions such as authorizing adjusting forcing preauthorizing refunding and voiding transac tions are normally preformed from the FOH and should be done whenever possible however you can perform these functions from the BOH for your convenience or when the FOH is down The Functions menu contains the commands used to make manual entries and adjustments as well as the batch processing commands JF Aloha EDC v6 0 0 Alpha Connected clients 1 File Configure titra PMS Report Help Auth m P D aa need to be reviewed Force Preauthorize Ie Refund Void Total txr Settle Batch POS is ON Force Settlement Get Current Batch Totals Get Prev Batch Totals Last settleme Tips Total Refunds Net Check Authorize Edit Rejected Transactions AMEX Diners CB Discover Enroute JCB Military Private Label Debit Gift Card Total Figure 2 4 Functions Menu When you use the Authorize Force Preauthorize and Refund commands the action is indepen dent of the FOH These actions are not assigned to a specific check and they do not affect totals on the FOH Manual transactions are however written to the current batch file and become a part of the permanent record When you use the Adjust and Void commands the action is dependent on the FOH because the transaction originally started with a check on the FOH These actions require access to the check and the
129. to display the Preauthorize dialog box Preauthorize x Card Number 456712123456478 Expiration 11 08 Cancel Amount 52 36 Figure 2 10 Preauthorize Dialog Box 2 Type the card number expiration date and amount 3 Click OK The system automatically initiates the preauthorization process Refunding a Transaction from the BOH Use the Refund command to issue a refund to a customer and credit their account A refund posts a credit amount to the current batch It does not affect FOH totals nor does it dial out Refunds can be deleted using the Void function Aloha EDC User Guide v6 2 Using Aloha EDC 2 11 ods eyY4olv buisp To refund a transaction from the BOH 1 Select Functions gt Refund to display the Refund dialog box Card Number 453278999999999 Expiration 11708 Cancel Amount 22 56 Tip 5 00 Reason Void Figure 2 11 Refund Dialog Box 2 Type the card number expiration date amount and reason for the refund The Amount is entered as a positive number 3 Click OK The system writes the refund to the current batch and the confirmation prompt appears 1 Check Authorized OK Figure 2 12 Result Dialog Box 4 Click OK to complete the transaction Voiding a Transaction from the BOH Use the Void command to void or refund a transaction initiated from the FOH and from the cur rent batch A void must be performed before the batch is settled 2 12 Using Aloha EDC Aloha ED
130. to use for their secure socket layer SSL authorizations and do not install an analog modem on the BOH computer The typical protocol for Aloha EDC is in the event the system cannot connect to the host via an SSL connection the sys tem automatically attempts a dial up connection regardless if a physical modem is installed This causes delays for each transaction while the system tries to find the modem to dial out If you are using Paymentech you can configure the Paymentech processor to not roll over to a modem con nection Do this by selecting No modem failover in the Paymentech processor dialog box Dialing Properties Phone Numbers Authorization is Voice Authorization O Settlement Po Settlement Assistance Help Desk E Settlement Processor J Choose Settlement Processor F Modem Current Modem Default hd Authorization Init String AT amp FO Settlement Init String ATRFO Configurable Baud Rates Authorization Baud Rate 1200 v Settlement Baud Rate 1200 X Figure 1 34 Dialing Properties Dialog Box Phone Numbers Group Box Use the Phone Numbers group box to enter the appropriate phone numbers to call for authoriza tion These numbers are found in the processor worksheets returned from the site and are sent to the modem as part of the dialing string when initiating a call to the processor If the information Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 47 3dqd43 eyolv B
131. tory before you start the next day s business Ultimately you must either delete the files or resettle them You do not want them mixed in with the next day s sales if you have to delete them in the end The proper course of action is the following e Print a batch report for the current batch e Exit Aloha EDC entirely e Call the processor and find out when the last settlement came through and how much it was for Ifthe current batch did not go through delete the settling file restart Aloha EDC and re settle the batch 3 8 Troubleshooting EDC Aloha EDC User Guide v6 2 e Ifthe current batch did go through delete the settling file restart Aloha EDC and per form the Force Settlement function which archives the current batch without trying to re settle it e If the processor cannot tell you whether the batch went through and you need to get the system up and running immediately use File Manager go to your processor s directory and delete the file called Settling Create a subdirectory call EDCMMDD Highlight and move ALL of the txn files into this newly created directory After you do this you should only have stl files and perhaps a Settled file left in the processor s directory e You can now restart EDC and it should not have any credit card transactions listed You are now ready to proceed with the day s business Do not forget to turn POS ON from the Aloha EDC main screen if it is not already Ifyou
132. ts the Data Terminal Ready status to that needed by Aloha EDC S Additional register setting to the Init String by adding S where is the S register to set followed by the desired number to the right of the equal sign Most modems have register settings to set the modem s dialing speed Set the modem s dialing speed to 50 milliseconds to speed up the authorization process li For example the init string fora GVC 14 4 modem is AT amp F5 CO0 GO Q0 N1S11 50 where AT Attention command Alerts modem to subsequent commands amp F5 Resets factory defaults This is important otherwise you may end up with an init string that works on one modem but not another due to a setting which is not in the init string C0 Compression off GO Disable DCE flow control Q0 Hardware flow control off NI Direct data link only S11 50 Set touch tone time to 50 milliseconds This enables quicker dialing Aloha EDC User Guide v6 2 Configuring Aloha EDC 1 49 ds eyolv Hun uos Current Modem Specifies the supported modem defined in Configure gt Modems When you select a modem the corresponding initialization strings used by the modem when performing credit card authorizations and settlements are automatically populated Authorization Init String Automatically populates when you select a modem If you have not configured the modem you must ensure the correct initialization string characters are entered If you select a user def
133. ttled Do not use this function unless you have received instructions from the techni cal support personnel to do so To force a settlement 1 Select Functions gt Force Settlement If you are using multiple processors or have mul tiple processors configured the Select Processor dialog box appears 2 Select the processor and click OK The batch files are archived and the system is ready for new transactions 2 18 Using Aloha EDC Aloha EDC User Guide v6 2 Getting Current Batch Totals Use the Get Current Batch Totals command for the Nova processor only The command accesses the current batch maintained on the Nova host processor and displays the totals on the dialog box If you cannot settle a batch this is a useful function to compare the totals of the restaurant with the totals of the processor and find the discrepancy The Get Current Batch Totals is not available for processors using a secure socket layer connec tion SSL If you have a multi processor environment where you are using an SSL connection for one processor and a non SSL connection for another processor the Get Current Batch Totals menu option is available however the Aloha system displays an error message if you attempt to use the Get Current Batch Totals function for the processor using an SSL connection To get current batch totals 1 Select Functions gt Get Current Batch Totals If you are using multiple processors or have multiple processors configure
134. un yuo on the worksheets has not already been filled out contact the processor to obtain the needed information Ifyou must type a phone prefix such as 9 before dialing the phone number do not f gt type the prefix as part of the phone numbers You enter this information in Phone Pre fix on the Add Modems dialog box Settlement Processor Group Box Use the Settlement Processor group box to indicate an intermediary processor used to settle in case the usual processor is down Select the intermediary processor from the drop down list Only the processors you have selected appear in the list To use an unlisted processor as an intermediary Select OK on the Dialing Properties dialog box to save the data already entered Click OK on the Processor Configuration dialog box Select Configure gt Processors to display the Select Processor dialog box To add the intermediary processor click Add select the desired processor and click OK Return to the original Dialing Properties dialog box and select the new processor from the Settlement Processor drop down list ON Ne Modem Group Box Use the Modem group box to define the current modem authorization init string and Authoriza tion Init string You can use high speed modems over 9600 baud with Aloha EDC but due to the limitations of credit card processors you must turn off all modem intelligence Credit card processors have very short timeouts when
135. vouchers To define a footer message click Message to access Guest Check Messages Maintenance 10 Select Custom Text Lines on Sales Vouchers and type the text you want to appear on all sales vouchers 11 Select Custom Text Lines on Refund Vouchers and type the text you want to appear on all refund vouchers 2S eS 1 18 Configuring Aloha EDC Aloha EDC User Guide v6 2 12 Select the Voucher Printing 2 tab See Figure 1 6 for QuickService and Figure 1 7 for TableService Aloha Manager QuickService File Functions Reports Maintenance Utilities Labor Scheduler Tools View Help Group Credit Card X EDC Setup Voucher Printing1 Voucher Printing 2 Options Credit Card Number Mask Ony show last 4digts IV Suppress Expiration dates I Suppress Cardholder Name Store Settings Figure 1 6 QuickService Store Settings Credit Card Group Voucher Printing 2 Tab Aloha Manager TableService File Functions Reports Maintenance Utilities Labor Scheduler Tools Yiew Help Group Credit Card z EDC Setup Authorization Voucher Printing 1 Voucher Printing 2 Options Credit Card Number Mask Only show last 4 digits X I Suppress Expiration dates Store Settings Suppress the cardholder name from the voucher Figure 1 7 TableService Store Settings Credit Card Group Voucher Printing 2 Tab Aloha EDC User Guide v6 2 Configuring Aloha EDC yUOD Odd eyolv 6Buiinbi 13 Select the Credit Card Number Ma
136. xpected maximum number of transactions CES does not recommend changing this value since it increases the opportunities for errors during settlement FDC Error Unresolved out This is from FDC and it means that the previous settle of balance batch con ment did not total completely perhaps the phone tact First Data to dropped the connection before the settlement finished clear You will have to call their help desk at 800 647 3722 to clear this message Then you can re settle NPC Error 66 Message sent from NPC meaning Duplicate Batch VISANET No batch response Need to try again later Possibly too much load on the NPC received processors network for it to keep up processor network is temporarily out of service Try again later VISANET Rejected batch Usually caused by the Merchant Account information Parameter record on not being correct Verify account information including field x error E Bank ID number BIN Merchant ID number Verify that Visanet has not terminated your account Verify that your account is enabled for Multi Trans before enabling the Multi Trans feature 3 12 Troubleshooting EDC Aloha EDC User Guide v6 2 Processor VISANET Error Messages Rejected batch Detail record nn field y error E Resolution Often caused by an invalid forced transaction in the batch Also verify that the merchant is entitled to settle AMEX and Discover transactions if you are trying to settle them V

Configuring Aloha EDC

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