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Unboxing ELO Setup Guide with Reader

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Unboxing ELO Setup Guide with Reader

Welcome to Genius for Restaurants

Contents

Box contents

You should have received the following contents

Optional contents

Enable Mobile/NextGen settings

Before a location can use the Genius POS on any device, you must enable the location to use it in the Admin Portal.

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

Once enabled, you must “force” close and restart the POS app on any non-NextGen devices on the network, such as iPads and kiosks. This will reset their socket connections and help you avoid performance disruptions.

Connect and turn on the device

  1. Underneath the front screen, slide the port cover off of the POS terminal’s base.
  2. Feed the DC port of the power cable through the openings on the bottom of the stand.
  3. Plug the cable into the far-right matching port.
  4. Reinstall the port cover.
  5. Plug the other end of the power brick into a 120V outlet.

Connect device to the Internet

You must connect the device to the Internet to enable it to download and install in any required updates before proceeding. These updates may require to 15 to 30 minutes to complete, depending on network speeds.

Wi-Fi setup (recommended)

  1. When you first turn the device on, it will prompt you to select a wireless network.
  2. If the prompt disappears, you will need to turn the device off and back on to access the prompt again.
  3. Select the desired wireless network.
  4. Enter the password for the network.

Ethernet setup

  1. Route the network cable through the access port located on the bottom of the unit.
  2. Plug the cable into the Ethernet port.

Connect the reader

  1. On the POS terminal, remove the port cover on the cashier facing side.
  2. Feed the cable for the card reader through the slot in the bottom of the stand and plug it into an open USB port.
  3. Reinstall the port cover.

Connect the receipt printer

At this time, you cannot use a USB thermal receipt printer as a shared kitchen printer.

  1. Plug the printer power cable into the wall outlet.
  2. Connect the USB-B cable into the back of the printer.
  3. On the POS stand, remove the port cover on the cashier-facing side.
  4. Run the cable through the cord port on the bottom of the POS stand.
  5. Plug the USB-A cable into one of the available ports in the POS stand.
  6. Reinstall the bottom plate of the printer, taking care to align the tabs and ensure the plate faces the right direction.

The device uses printer paper that is 80mm wide, 0.053-0.085mm thick, with a diameter up to 83mm.

Connect the cash drawer (optional)

  1. Unbox the cash drawer.
  2. Plug the end of the cable, labeled Cash Drawer, into the cash drawer.
  3. Plug the other end, labeled Printer, into the receipt printer.

Connect the scanner (optional)

  1. Remove the port cover on the cashier-facing side of the POS terminal.
  2. Route the scanner cable through one of the openings on the bottom of the POS.
  3. Plug the scanner cable into one of the POS USB ports and the base of the scanner.
  4. Reinstall the port cover on the cashier side of the POS terminal.

Connect the scanner via USB (optional)

Scan this code and wait for the following process to complete before going to the next step:

  • The scanner will chirp twice.
  • The green light on the top of the scanner will blink.
  • Then the scanner will chirp again.

Prepare the kitchen printer (optional)

A 10-foot Ethernet cable is provided with this printer, but you may require a longer cable in some environments.

  1. Unpack the ribbon cassette and turn the knob (in the direction shown) to take up any excess length.
  2. Using the tabs on each side of the printer’s cover, open the ribbon cassette cover.
  3. Insert the new ribbon cassette under the cover (as shown below), then push the ribbon cassette down until it clicks.
  4. Close the ribbon cassette cover of the printer.
  5. Plug printer power cable into wall outlet.
  6. Open up the top of the printer by sliding the lever toward the back of the printer.
  7. Place the roll of paper in the back of the device like in the diagram below and pull enough paper out to feed to the top.
               
  8. Close the printer lid.
  9. Turn the printer on using the power switch on the left side.

We will connect to Wi-Fi in a later step.

Connect your kitchen printer to Wi-Fi (optional)

  1. Run the Epson TM utility.
  2. In the utility’s menu, select Wi-Fi Setup Wizard.
  3. In the list, select the model of the printer you are connecting to, then press Next.
    The U220 will be at the very bottom of the list.
  4. Follow the steps on the Status Check screen.
    The printer will then print a SimpleAP Status Page check.

This status message shows the current SSID, the Encryption type, passphrase, current IP and MAC address of the printer. These are the values currently set on the device before TM Net sets them for your network.

Run applications

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

  1. To exit the POS and return to the desktop, tap the Home button (at the bottom of the screen).
  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.

When completed, the application will run and restart the device. When the device reboots, it will restart the Genius POS application automatically.

Change Display DPI

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

  1. To exit the POS and return to the desktop, tap the Home button (at the bottom of the screen).

    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. Select Reboot Now.

When the device reboots, it will start the Restaurant application automatically.

Sign into Genius for Restaurants POS

You will not be able to sign into the point of sale until you have created Staff users during the Guided Setup process. Check your inbox for the Account Activation email to initiate the Guided Setup process.

Once connected to a network and fully updated, the device will reboot and run the POS app.

  1. 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“.
  2. When prompted to select how you will use the device, tap Point of Sale.

Create your printers

  1. Log into the Admin Console and access the location’s account.
  2. In the Admin Console’s Main Menu, click Location Setup, then click Printers.
  3. In the Printers screen, click +New.
  4. In the Name box, type a descriptive name for the device (such as “Coffee Bar Printer”).
  5. In the IP Address box, type the IP address of the printer.
  6. If you are defining a kitchen printer, select the Shared check box.
  7. In the Brand list, select the printer’s brand.
  8. In the Series list, select the printer’s series.
  9. Click the Save icon to save the record.

Assign your printers

  1. In the POS, tap the Options button.
  2. In the Options menu, tap Manager, then tap Printers.
  3. Tap Use next to a pre-existing printer template, then proceed to Step 13.
    OR Tap New Template to create a new template.
  4. In the Template Name box, enter an appropriate name for the new printer template.
  5. In the Rooms area, select each room that will use the printer on this device.
  6. Scroll down and review the available printers.
  7. For each printer that this device will use, tap Enable in the printer’s tile.
  8. For each kitchen printer you enable, in the Default printer for formats area, select the display formats that are applicable.
  9. 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.
  10. To send a test print job to an enabled printer, tap Send Test in the printer’s tile.
  11. Tap Save to save the template.
  12. After saving the template, select an appropriate printer’s tile for the template, then tap Use.
  13. Tap Exit to return to the Ticket screen.

Assign your payment device

  • In the POS, tap the menu icon on the top right.
  • Tap Manager, then tap Payment Terminals.
  • Select the appropriate Payment Terminal.

Congratulations!

You’re Done.

Looking for support?

Phone: 1-833-844-HPOS(4767), Option 1, then Option 1 again.
Email: HPOSSupport@heartland.us
Support Hours: 24x7x365

Looking for Implementation Services help?

Phone: 833-844-4767, Option 2.
Email: clientservices@heartland.us
Implementation Hours: Monday-Friday 9 am - 6 pm EST

Troubleshooting

The payment device may reinitialize under the following circumstances:

  • When you run the POS app for the first time.
  • When you restart the mobile or POS device.
  • When the POS receives a "Publish" update from the Admin Portal.
  • After you clear the POS application cache.
  • After you uninstall or reinstall the POS app.

In such situations, we recommend you remain on the PIN screen for 2-3 minutes, to provide the device adequate time to fully initialize.

Also, after confirming its permissions, the Reader requires several minutes to initialize before it can receive and process a payment. Therefore, if you swipe a card on the Reader while it is still initializing, it will display a panel describing its status.

Tap Cancel to close the panel and return to the Checkout screen, then swipe the card again after the device finishes reinitializing.