BroadPOS Shift4 P2PE Application Terminal Level Functions
Description: Learn the instructions for BroadPOS Shift4 P2PE application terminal-level functions.
Notes:
- When any of the following steps prompt for a password input, it will be in the MMDDYYYY format.
- To enable Clerk/Server mode in the application, you must use the Operator settings in the function menu.
Expand a section for more details:
FUNC Menu
- SETTINGS
- REPORTS
- HISTORY
- RE-PRINT
- OPERATOR
- BATCH
- TIP MENU
- STORE&FORWARD
Batch Password Protect
- Press FUNC from the main screen.
- Select Settings.
- Select Merchant Settings.
- Select the batch and choose Always Enabled or Password Protected.
Clerk/Server ID
- Press FUNC from the main screen.
- Select Settings.
- Select Merchant Settings.
- Scroll to the bottom section, Additional Prompts, then tap the button on and off to disable/enable.
Invoice Mode
- Press FUNC from the main screen.
- Select Settings.
- Select Merchant Settings.
- Scroll to the bottom section, Additional Prompts, then choose Invoice Mode. Choices are: Disabled, Enter Manually, or Auto Increment.
Invoice Number
- Press FUNC from the main screen.
- Select Settings.
- Select Merchant Settings.
- Scroll to the bottom section, Additional Prompts, then choose Invoice and input the base invoice number for specialized invoice numbers.
Note: The invoice option is only active when Invoice Mode = "Auto Increment".
Demo Mode
- Press FUNC from the main screen.
- Select Settings.
- Press Operation Settings.
- Enable / Disable Demo Mode.
No Paper Mode
- Press FUNC from the main screen.
- Select Setting.
- Press Operation Settings.
- Press No Paper Mode. Choices are Enabled, Disabled, and Auto Check.
Signature Type
- Press FUNC from the main screen.
- Select Settings.
- Press Operation Settings.
- Press Signature Type. Choices are e-Signature and On Paper
Disclaimer Setup
- Press FUNC from the main screen.
- Select Settings.
- Press Operation Settings.
- Press Disclaimer Setup. Choices are Enabled, Disabled, and Sign Line Only.
Receipt Print
- Press FUNC from the main screen.
- Select Settings.
- Press Operation Settings.
- Enable / Disable Pre-print.
Receipt Font
- Press FUNC from the main screen.
- Select Settings.
- Press Operation Settings.
- Press Font Size. Choices are Medium, x-Small, Small, and Large.
Commercial Card Support
- Press FUNC from the main screen.
- Select Settings.
- Press System Settings.
- Press Commercial Card Support to enable/disable.
Tip Enable/Disable (Other)
- Press FUNC from the main screen.
- Select Settings.
- Select Transaction Settings.
- Select CREDIT.
- Scroll to the bottom and choose the button next to TIP to enable/disable.
Tip Suggestion
- Press FUNC from the main screen.Select Settings.
- Press System Settings.
- Press Tip Suggestion to enable/disable.
Tip Enable/Disable (Tip Options)
- Press FUNC from the main screen.
- Select Settings.
- Press System Settings.
- Press Tip 1.
- Enable/Disable Tip1 Setup.
Tip Line/Prompt
- Press FUNC from the main screen.
- Select Settings.
- Press System Settings.
- Press Tip 1.
- Press Tip 1 Menu/Transaction.
- Choices:
- In Transaction - prompts for tip entry during sale.
- In Tip Menu - Tip line prints on slip.
Duplication Check
- Press FUNC from the main screen.
- Select Settings.
- Press System Settings.
- Scroll to the bottom, Local Duplication Check enable/disable.
Split Tender
- Press FUNC from the main screen.
- Select Settings.
- Press System Settings.
- Scroll to the bottom, Split Tender enable/disable.
Clear Transaction
- Press FUNC from the main screen.
- Select Settings.
- Select Other Settings.
- Choose Clear By Trans option (this is the first transaction).
- Enter the transaction number within the "Please Enter Trans." entry box.
Clear Database
- Press FUNC from the main screen.
- Select Settings.
- Select Other Settings.
- Choose the Clear All option (Clear All is 4th down).
Edit Header/Footer(Trailer)
- Press FUNC from the main screen.
- Select Settings.
- Select Other Settings.
- Scroll to the second & third sections to edit header and trailer text.
- Type new text and select Confirm for each.
Default Report
- Press FUNC from the main screen.
- Press Reports.
- Default Report - will print whatever is the default report (to change, see: Current Report).
Note: If there are no transactions, this option will beep and present a message: "No Trans. Found".
Change Default Report
- Press FUNC from the main screen.
- Press Reports.
- Press Current Report.
- Press Report Type. Choices are: Condensed, Short, Journal, and Totals Only.
- Press Print to ensure this is what you are looking for.
History Report
- Press FUNC from the main screen.
- Press Reports.
- Press History Report.
- Choose the start date (Report From), end date (Report To), then select Print.
Tip Report
- Press FUNC from the main screen.
- Press Reports.
- Press Tip Report.
- Select Print.
Re-Print Last Receipt
- Press FUNC from the main screen.
- Press Re-Print.
- Press Print Last.
Re-Print Any Receipt
- Press FUNC from the main screen.Press Re-Print.
- Press Print Any.
- Choose which transaction number and receipt type. Choices are :
- Customer Copy
- Merchant Copy
- Both Copy
Print Detail Report
- Press FUNC from the main screen.
- Press Re-Print.
- Press Print Detail.
Batch Close
- Press FUNC from the main screen.
- Select Batch.
- Select Batch Close
- Select All.
Note: If prompted, “close w/ untipped?” and they have no other tips to enter, press Ok. An error will alert if there are no transactions.
Enable WiFi
- Press the Home button.
- Press Settings from the Android home.
- Press WiFi and toggle on.
- Choose your WiFi.
- Enter the password and press Connect.
Enable LAN
- Press the Home button.
- Press Settings from the Android home.
- Press Ethernet to enable/disable.
Cashback Prompt
- Press FUNC from the main screen.
- Press Settings.
- Press Merchant Settings, scroll down to “Additional Prompts”.
- Cashback Prompt Enable/Disable.
Enable/Disable Customer Copy
- Press FUNC from the main screen.
- Press Settings.
- Press Transaction Settings.
- Press Credit.
- Enable/Disable Print Customer Copy.
Enable/Disable Customer Name
- Press FUNC from the main screen.
- Press Settings.
- Press Transaction Settings.
- Press Credit.
- Enable/Disable Print Card Holder Name under the other section
Enable/Disable Store&Forward
- Press FUNC from the main screen.
- Press Settings.
- Press Operation Settings.
- Enable/Disable Store&Forward.
Store&Forward Mode
- Press FUNC from the main screen.
- Press Settings.
- Press Operation Settings.
- Choose Store&Forward Mode. Choices are Stay Online, Stay Offline, Offline Until Batch, Offline on Dmnd.
Find File Type
- Press FUNC from the main screen.
- Press Settings.
- Press System Settings.
- Industry Type will say Restaurant or Retail.
Find Current Transaction Number
- Press FUNC from the main screen.
- Press Settings.
- Press System Settings.
- View the current transaction number in Transaction No.
PING
- Press FUNC from the main screen.
- Press Settings.
- Press Merchant Settings.
- Press Communication.
- Press Ping. This will be the default Google Server URL.
- Press Confirm.
View Current Transactions
- Press FUNC from the main screen.
- Press History.
- Will show current sales in batch only.
Menu Timeout
- Press FUNC from the main screen.
- Press Settings.
- Press System Settings.
- Select Menu Timeout.
EMV Key Report
- Press FUNC from the main screen.
- Press Reports.
- Press the EMV Key report.
Change Input Mode
- Press FUNC from the main screen.
- Press Settings.
- Press System Settings.
- Press Input Mode. Choices are Input Tip Amount and Input Total Amount.
Query Operator
- Press FUNC from the main screen.
- Press Operator.
- Press Query Operator.
Add Operator
- Press FUNC from the main screen.
- Press Operator.
- Press Add Operator.
Delete Operator
- Press FUNC from the main screen.Press Operator.
- Press Delete Operator.