# RMS (Retail Management Systems) ## System Requirements .Net Framework 4 and above ## Installation Instructions for Credit Cards Enable Sola payment processing on RMS point-of-sale systems. **PART 1: Prepare each computer** 1. Run a Z Report: 1. Open the Store Operations POS. 2. Press **F5**. 3. Select **Print Z Report**. 2. Close the Store Operations POS. 3. Go to the Store Operations Administrator and click\ **File > Configuration > EDC**. 4. Select **Do not use electronic capture draft software** and click **OK**. 5. Repeat steps 1 and 2 on each register. **PART 2: Download and run the software** 1. Download the Sola Updater plugin:\ 2. Right-click on the downloaded program (Updater.exe), then click **Run as administrator** and choose **Yes** when prompted. 3. An input box will appear. Type fidelipayrms and click **Enter**. 4. You will be prompted to enter your Sola key and Merchant ID. (Developers\ should use their Sola test key and 123456 for the MID for testing.) ## Installation Instructions for Other Payment Types The following steps will enable additional payment types on the Sola\ gateway. ### **Installing Credit Card Capabilities** 1. Open the Store Operations Manager and go to **Database > Tender Types**. 2. If **Credit Card** is not listed: 1. Click on **New**. 2. Type Credit Card in the **Description** field. 3. Set the **Tender Code** and **Display Order** values. 3. Click **OK**. 4. Click **Close**. ### **Installing EBT Capabilities** **PART 1: Configure or create EBTFS as a tender type** 1. Open the Store Operations Manager and go to **Database >** **Tender Types**. 2. If **EBTFS** is listed as an existing tender type, select it, click on **Properties**, and continue to the next step. If it is *not* listed: 1. Click on **New**. 2. Type EBTFS in the **Description** field. 3. Set the **Tender Code** and **Display Order** values. 3. In the **Tender Type** dropdown, select **Food Stamps**. 4. Click **OK**. 5. **PART 2: Add an EBTFS button** 1. Go to **Database** **> Registers > Custom POS Buttons**. 2. Click **New**. 3. On the popup window, fill in several fields: 1. For the **Style** box, choose **COM OBJECT (Session Object)**. 2. For **Caption**, type EBT Balance. 3. For **Command**, type\ FidelipayRMS.GetEBTFSBalance. 4. Click **OK**. 5. Click **Close**. ### Installing Gift Card Capabilities \ **PART 1: Configure or create gift cards as a tender type** 1. Open the Store Operations Manager and go to **Database >** **Tender Types**. 2. If **Gift Card** is listed as an existing tender type, select it and click **Properties**. Continue to the next step. If it is *not* listed: 1. Click on **New**. 2. Type Gift Card in the **Description** field. 3. Type GC as the **Tender Code**. 4. Set the **Display Order** value you desire. 3. In the **Tender Type** dropdown, select **Other**. 4. Click **OK**. **PART 2: Add a Gift Card button** 1. Navigate to **Database > Registers > Custom POS Buttons**. 2. Click **New**. 3. In the window the pops up, you’ll need to fill in several fields: 1. For the **Style** box, choose **COM OBJECT (Session Object)**. 2. For **Caption**, type Gift Card Balance. 3. For **Command**, type\ FidelipayRMS.GetGiftBalance. 4. Click **OK**. **PART 3: Set option to enter the price at POS** 1. Navigate to **Database > Items**. 2. Check if the Gift Card item exists. The description for the item should be\ Gift Card. If it is listed, select the item and click on **Properties** and continue to the next step. If it is not listed: 1. Click on **New**. 2. Select on **Standard Item** and click **OK**. 3. Set **Item Lookup Code** as gc. 3. Select the **Inventory** tab and enter the appropriate\ information. 4. Select the **Options** tab. 5. Enable **Must enter price at the POS**. 6. Click **OK**. ## Installing Tokens The following steps will enable you to securely save cardholder information for future use. **PART 1: Enable tokens on your POS** 1. Run C:\FPS\_RMS\_Plugin\FidelipayRMS.exe. 2. Go to the **FidelipayRMSSettings** tab: 1. EnableTokenization, 1 2. DB\_Database, \[*YourDatabaseName*] 3. DB\_Username, \[*YourDatabaseUserName*] 4. DB\_Server, \[*YourServerIpAddress*] 5. DB\_Password \[*YourPassword*] 6. Click **Test Connection**. 3. Close and save the Settings file. \ **PART 2: Add a Tokens button** 1. Open the Store Operations Manager and go to\ **Database > Registers > Custom POS Buttons**. 2. Click **New**. 3. On the popup window, fill in several fields: 1. For the **Style** box, choose\ **COM OBJECT (Session Object)**. 2. For **Caption**, type Save Card. 3. For **Command**, type FidelipayRMS.SaveCard. 4. Click **OK**. 5. If Store Operations POS is currently running, restart it. If not, open it. 6. Click on **Saved Card** to test. ## Connecting a Credit Card Pin Pad **PART 1: Download the device drivers**\ For VeriFone Mx devices: 32 bit:\ [cdn.cardknox.com/pe/drivers/verifone/verifone\_unified\_driver\_installer\_32.msi](https://cdn.cardknox.com/pe/drivers/verifone/verifone_unified_driver_installer_32.msi) 64 bit:\ [cdn.cardknox.com/pe/drivers/verifone/verifone\_unified\_driver\_installer\_64.msi](https://cdn.cardknox.com/pe/drivers/verifone/verifone_unified_driver_installer_64.msi) **PART 2: Connect your terminal to RMS** 1. Navigate to C:\FPS\_RMS\_Plugin\FidelipayRMS.exe. 2. Complete the form with the appropriate device settings. 3. Restart RMS and run a test transaction. ## Add Sola variables to receipt To show the Sola information on the RMS receipt, you need to add **Session.Variable1** in the XML receipt. It includes the information below. Card number\ Card Type\ Auth Code\ Tender Amount\ Transaction Type\ Response **XML to add:** ```xml Len(Session.Variable1) tbNone "<" PageWidth Session.Variable1
``` **Update existing receipt in RMS** **PART 1: Locate the receipt currently in use** 1. In Store Operations Manager, go to **Database > Registers > Register List**. 2. Select a register that is currently used and on which you wish to base the receipt. 3. Click **Properties**. 4. Click on the **Receipt Printer 1** tab. 5. The receipt currently in use can be found in the **Receipt Format** field. \ **PART 2: Save the current receipt** 1. In the Store Operations Manager, go to **Database > Registers > Receipt Formats**. 2. Select the sales receipt that is currently used. 3. Click **Properties.** 4. Use the **Save As** command to save the receipt as\ CurrentReceipt to the following location:\ C:\Program Files\Microsoft Retail Management System\StoreOperations\ReceiptTemplates **PART 3: Add Session.Variable1 to the receipt** 1. Open the receipt in a text editor. 2. Choose the SUB in the XML receipt where you want to display the Cardknox information. 3. Copy paste the XML to add as listed in the “Add Cardknox variables to receipt“ section above and save it.
**PART 4: Update RMS through the desktop icon** 1. Open Store Operations Manager and go to **Database > Registers > Receipt Formats**. 2. On the right side of the window, click **New**. 3. Type plugin\_receipt into both the **Title** and **Description** fields. 4. In the **Sales** field, click the magnifying glass. 5. Go to the following plugin folder:\ C:\Program Files\Microsoft RetailManagementSystem\StoreOperations\ReceiptTemplates\Plugin 6. Select the current receipt name and click **Open**. 7. When you are prompted to update all transaction types, click **Yes**. 8. The **Report** box will still not have a file. Click the magnifying glass, select **XReport.xml**, and click **Open**. 9. Click **OK** and close the Receipt Formats window. \ **PART 5: Select the receipt format for each register** 1. Go to **Database > Registers > Register List** and complete the following steps for each register: 1. Select the register and click **Properties**. 2. Choose the **Receipt Printer 1** tab. 3. In the **Receipt Format** box, click the magnifying glass. 4. Select **plugin\_receipt** and click **OK**. 2. After this has been completed for all of the registers, close the Registers window and restart the POS. ### Display EBT Balance on Receipt To display the EBT balance on the RMS receipt:
1. In the Cardknox plugin advanced settings set `EBTFSBalanceVariable` to a number from 1-9. Note: Ensure that the (`EBTFSBalanceVariable`) variable doesn't conflict with the following variables in the settings: "GiftCardBalanceVariable", "ReceiptHookVariable", and "RetailPointBalanceVariable". 2. Add `Session.Variable{x}` to the receipt. For example, `Session.Variable1` . The number, in this case "1", should match the number entered in step 1 above. Sample receipt snippet: ``` Len(Session.Variable1) "Available EBTFS Balance|" Session.Variable1 "|" ``` To display the GIFT balance on the RMS receipt: 1. In the Cardknox plugin advanced settings set `GiftCardBalanceVariable` to a number from 1-9. Note: Ensure that the `GiftCardBalanceVariable` variable doesn't conflict with the following variables in the settings "EBTFSBalanceVariable", "ReceiptHookVariable" and "RetailPointBalanceVariable". 2. Add `Session.Variable{x}` to the receipt. For example `Session.Variable2` The number, in this case "2", should match the number entered in step 2 above Sample receipt snippet: ``` Len(Session.Variable2) "Available EBTFS Balance|" Session.Variable2 "|" ``` ## Additional Features ### Enable Cashback #### Cashback Prompt on device 1. Navigate to **Advanced Settings** and set **Allow Cashback** = True 2. Set **Enable Cashback** = True #### Add Cashback as an item 1. Navigate to **FidelipayRMSSettings** tab 2. Set **Cashback Fee Item** to a non inventory item 3. Navigate to **Advanced Settings**. Set **CashbackAmountIncludedInAmount** to True ### Offline Transactions #### Enable Offline transaction 1. Enable Offline Transactions in the **FidelpayRMS Settings** panel 2. Click **“Display Prompt Before Continue”**: This will bring a pop up on RMS before continuing to Offline mode. 3. Selecting **"Require Customer Selection"** will require a customer selected for offline. 4. Designate the max amount allowed for Offline transactions. 5. Select the Transaction Type allowed in Offline mode. {% hint style="warning" %} RMS database Version minimum SQL 2005 {% endhint %} ### eWIC **Step 1: Create a new tender** 1. Navigate to the RMS Manager > Database > Tender Types 2. Click on NEW 3. Set **Description** as eWIC 4. Set **Tender Code** as EBTW **Step 2: Enable eWIC** 1. Enable **eWIC** in the **FidelipayRMS Settings** panel 2. "Secondary UPC Field Name": This can be used to use the Sub description for the UPC or PLU for eWIC. 3. "Discount item": Set a non-inventory item to be used for eWIC partial auth 4. "Discount reason code": Set a reason code to be used for eWIC partial auth 5. Ensure that your items lookup code matches the expected eWIC UPC or PLU code