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NextGen Setup Guide

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NextGen Setup Guide

Overview

This article describes how to configure a Genius location to use the Genius’s NextGen POS solution, running on NextGen payment devices. It also describes how to perform various tasks and transactions with the NextGen POS after it is configured.

Minimum speed for POS networks:  
Networks shared with other
non-POS equipment		 100 mbps download / 20 mbps upload
Network dedicated solely to POS 25 mbps download / 5 mbps upload

 

Contents

Enabling a Location to Use NextGen POS

Before a location can use the NextGen POS, you must enable the location to use it in the Admin Console.

  1. Log into the Admin Console, and access the appropriate account and location.
  2. In the Admin Console’s Main Menu, click Location Setup.
  3. In the Location Settings screen, click the Beta Settings tab.
  4. In the Beta Settings tab, click Add Location to Beta.

Once enabled, you must "force" close and restart the Pay App on any non-NextGen devices on the network. This will reset their socket connections and avoid performance disruptions. 

Connecting Card Readers and Printers

Connecting the CFD Device to the NextGen Device

  1. Turn the CFD device over and unspool its power cable.

    The power cable uses a USB-C connection.
  2. On the back side of the NextGen device, slide the back panel off.

    This will reveal a USB-C printer port labeled CFD.
  3. Plug the CFD’s power cable into the CFD printer port.
  4. Replace the back panel, threading the CFD cable through the panel’s access hole.
  5. Power on the NextGen device, and log into the POS.

When you log into the POS on the NextGen device, the CFD device will display a smaller version of the POS screen.

Configuring the NextGen Device’s Screen Density

For the CFD device to display properly, you must modify the NextGen device’s default setting for screen density.

  1. In the NextGen device, tap the Home button.

    The device will display the Apps screen.
  2. In the Apps screen, tap the Settings icon.
  3. In the Settings screen, tap Display.
  4. In the Display Settings screen, tap Advanced.
    The program will display additional controls for display settings.
  5. Tap Screen density, then select 160 MDPI.

    The app will display a prompt to reboot the device.
  6. Tap REBOOT NOW.

The NextGen device will restart and apply the new screen density.

Updating the CFD Firmware

Before using the Genius app, you must run two utilities.

  1. Press the Home button (at the bottom of the screen) to exit the POS and return to the desktop.
  2. Tap the ELO icon to run the MB5500 FW application to update the firmware on the device.
    The application will run automatically and close once it is finished.
  3. Tap the Android icon to run the Enable MultiClient Input application.

The application will run and restart the device when completed. When the device reboots, it will restart the Genius app automatically

Connecting the Receipt Printer

  1. Facing the back of the receipt printer, turn the device upside down.

    Under the printer, along its back side, you will find a collection of ports, including an Ethernet port, a USB-B port, and a USB-A port. You will also find the port for the device’s power cable.
  2. Find the device’s data cable.

    The data cable features a USB-B connector on one end and a USB-A connector on the other end.
  3. Plug the USB-B end of the data cable into the printer’s USB-B port.
  4. Plug the device’s power cable into the AC port.

  5. Thread both cables through one of the access holes in the printer’s casing.
  6. Facing the front of the printer, push back the right-hand lever along the top of the device and open the paper feed.
     
  7. Insert the printer’s paper roll in the device, unrolling it from the bottom out over the front of the device.
  8. Close the paper lid until it snaps shut.
  9. Turn on the printer by flipping its power switch.

The receipt printer is functional, and you can now log into the POS and associate the printer with a printer template, as described in the earlier section on “Setting a Printer Template for the Device“.

Connecting the Verifone T650 Device

The following procedures describe how to connect a Verifone T650 payment device to a NextGen POS station.

NOTE: You cannot run both Verifone T650 devices and PAX devices on the same network.

Attaching the Verifone’s Power Cable

  1. Turn the Verifone device upside down.
  2. On the underside of the device, press the lock button and slide off its bottom panel.

    Removing the panel will reveal a variety of connection ports (two Ethernet ports, one USB-A port, and one USB-C port).
  3. Plug the device’s power cable into the AC port.
  4. Once connected, thread the power cable through the access slots near the top of the device.
  5. Slide the bottom panel back into place, until it snaps shut.

Connecting the Verifone to the Location’s Wi-Fi Network

  1. Turn on the Verifone device. (Press and hold the Power button along the left edge of the device.)
    Allow the device a few minutes to load and run the necessary apps.
  2. Once the Payments app is running, tap the Home button.
  3. Swipe down from the top of the screen.
  4. In the top panel, press and hold the Wi-Fi icon.
  5. In the Wi-Fi screen, select the location’s Wi-Fi network.
  6. When prompted, enter the Wi-Fi password, then tap Connect.

The Verifone device will connect to the location’s network.

Setting a Static IP Address via Ethernet

  1. In the Home screen, swipe up from the bottom of the screen.
  2. In the Apps screen, tap Settings.
  3. Tap Network and Internet.
  4. Tap Advanced Options.
  5. Set the Ethernet setting to Static.

The app will display additional controls in the IP Settings area, enabling you to enter dedicated values for these settings:

  • IP Address: the address of the device on the network.
  • Gateway ID: the router’s default gateway address.
  • Network Prefix Length: Classified by the number of IP addresses assigned on the network or subnet. The default value is 24.
  • DNS 1: The default setting is “8.8.8.8”.
  • DNS 2: The default setting is “8.8.4.4”.

After entering the necessary network settings, tap Save.

 

Configuring the NextGen Device

Powering Up the Device

Press and hold the Power button (on the underside of the screen). Once the NextGen device powers up, it will display its Home screen.

Connecting to the Location’s Wi-Fi Network

Before running any apps on the NextGen device, you must connect it to the location’s Wi-Fi network.

Note: NextGen devices do not support WPA3 security standard. When connecting a NextGen device to a location's Wi-Fi network, use either the WEP or WPA2 security standards.

  1. Access the NextGen Home screen.
  2. Tap the Settings icon.
  3. In the Settings screen, tap Network & internet.
  4. In the Network & internet screen, tap Wi-Fi.
  5. In the Wi-Fi screen, select the network that the device will use.
    The ELO will prompt you for the network’s password.
  6. In the Password box, enter the network’s password, then tap Connect.

The device should now be connected to the location’s Wi-Fi network.

Running the Restaurant App

  1. Access the NextGen Home screen by tapping the Home button in the bottom panel.
  2. In the NextGen Home screen, tap the Restaurant icon.
    The Restaurant POS app will display a prompt for a Device Login Code.
  3. Enter a valid Device Login Code, then tap Confirm.
    If you do not already have a valid Device Login Code for the location, you can acquire one in the Admin Console. For detailed instructions on acquiring a Device Login Code, review our “Multi-Factor Authentication User Guide“.
    After submitting a login code, the POS will prompt you to specify how the device will be used.
  4. Tap Permanent.
    The Restaurant app will then display the Login screen.
  5. Enter valid email and password credentials.
  6. Select the appropriate location, then tap Next.
    The Restaurant app will then display the location’s PIN screen.
  7. Enter a valid PIN, then tap Go.

Setting a Printer Template for the Device

  1. In the POS PIN screen, log into the POS.
  2. In the Rooms screen, tap the Options button.
  3. In the Options menu, tap Settings, then tap Printers.
  4. In the Printers screen, tap New Template.
  5. In the Template Name box, enter an appropriate name for the new printer template.
  6. In the Rooms area, select each room that will use the printer on this device.
  7. Scroll down and review the available printers.
  8. For each printer that this device will use, tap Enable in the printer’s tile.
  9. For each kitchen printer you enable, in the Default printer for formats area, select the display formats that are applicable.
  10. For each printer you enable, in the Backup printer for formats area, select the display formats that will use this printer as their backup when their default printer ever fails or loses its connection.
  11. To send a test print job to an enabled printer, tap Send Test in the printer’s tile.
  12. Tap Save to save the template.
  13. After saving the template, select an appropriate printer’s tile for the template, then tap Use.
  14. Tap Exit to return to the Ticket screen.

Configuration for Gift Card

If the location offers gift card service, you must configure the location to process gift card transactions in Genius’s Admin Portal.

  1. In the Admin Portal, access the appropriate location.
  2. In the Admin Portal's Main Menu, click Location Setup, then click Payment Gateway.
  3. In the Payment Gateway screen, on the In-Store Settings tab, select Heartland in the Gift Card list.
  4. Click the Heartland Gift Settings tab.
  5. Enter the following necessary credentials:
  • URL
  • Username
  • Password
  • Domain
  • Store ID

Click Save to save your settings.

Configuration for Portico Direct

If the location uses the Heartland Portico service, you must configure the location in Genius’s Admin Portal.

  1. In the Admin Portal's Main Menu, click Location Setup, then click Online Ordering.
  2. In the Online Ordering screen, on the General tab, verify that the location has Online Ordering enabled.
    The location should have a subdomain address entered in the URL Subdomain box.
  3. In the Admin Console's Main Menu, click Payment Gateway.
  4. In the Payment Gateway screen, click the Genius In-Store Settings tab.
  5. In the Genius In-Store Settings tab, select the Allow manual entry for credit cards check box.
  6. Click the Online Settings tab.
    The program will display the Genius Online Boarding Panel.
  7. In the panel, enter the following necessary credentials:
  • Restaurant Name: Enter the location’s name.
  • Merchant ID: Enter the location’s merchant ID number.
  • Street Address: Enter the location’s street address.
  • City, State, ZIP: Enter the location’s city, state, and ZIP code.
  • Please Return the Parameter Form to: Enter the name of the dealership where Genius staff should return the boarding form.

Click Save. After the panel closes, enter the remaining credentials in the Online Settings tab.

Click Save to save your settings.

Configuration for Credit Surcharges

The following section describes how to configure a Genius location to apply surcharges to credit card orders processed with Genius EMV, in accordance with Genius’s Credit Surcharge Program. These procedures assume you have already configured the location’s payment gateway, selected its appropriate EMV solution, and entered all necessary settings for credit card processing.

Adding the Surcharge Clause to Customer Receipts

The surcharge feature is enabled and uploaded to the device by the SIP team. You cannot enable it in the Admin Console. However, before the location can use the surcharge feature, you must configure its customer receipts to include a message alerting customers to possible surcharges.

  1. In the Admin Console’s Main Menu, click Location Setup, then click Customer Receipt.
  2. In the Customer Receipt screen, select the Show Surcharge Clause check box.
    When you select the Show Surcharge Clause check box, the Credit Surcharge Amount box displays below it.
  3. If necessary, enter the accurate surcharge percentage amount in the Credit Surcharge Amount box.
    If you enter a percentage amount in this box, the POS will use that amount as the “Surcharge fee” that appears in the printed surcharge clause. (Its default amount now is 3%.)
  4. Click Save.

The POS will include a message on printed customer receipts alerting customers that a surcharge might be added to the total if they pay with a credit card.

 

If a customer does pay a check with a credit card, the POS will include the amount of the surcharge, clearly labeled as “Surcharge fee”, in the printed receipt.

Conclusion

You have completed the setup process, and the location’s staff can now use run and use the POS on the NextGen terminal.

For a comprehensive description of the screens and controls in the POS, please review the “NextGen User Guide”.