If a user is in multiple groups, they’ll have access to all of the functions that those group members can access. It’s free and private. Pay rates are specific to employees – they do not apply to roles overall. Vital Back Office is broken down into 5 main sections: Each section has multiple features that allow you to manage all aspects of your POS system, transactions, and more. If you haven’t closed out the batch that contains the transaction you’re refunding, it’s called a void. It’s Vital’s inventory management module, and it’s where you can set up your item catalog or menu. code ID to any processor. TSYS bought out Visa’s share in 2005, including rights to the Vital brand, and renamed the business as TSYS Acquiring Solutions in April 2006. If you group related modifiers, you’ll only need to apply the modifier set to an item to enable any of the modifications to that item. You can choose whether to allow permission to all of the functions, none of the functions, or specific functions. Access data in one central location any time from any web browser TSYS today announced the launch of Vital ®, a new brand of payment products designed to help small and medium-sized businesses run more easily and efficiently. The E13 is the larger of the two Vital point of sale systems, partly due to the attached locking cash drawer and partly due to the tablet-sized screen. You can then assign it to the appropriate category, subcategory, and screen layout. Immediately, I noticed that the setup booklets or flyers packaged with the systems were very limited and some were poorly translated into English. You’ll enter the name of a job in your business, choose whether the position is hourly or salaried, and whether it accepts tips. TSYS TSYS Compatibility List. Global Payments and Total System Services agree to merge - Duration: 2:40. Otherwise, you’ll only see the option “all items” which will list every active item in your item library. I’ll explain what I did and what you should do instead so you can learn from my mistakes. And they can grow with a business as necessary. The tablet is on a swiveling stand that allows you to tip it to face your customer to collect signatures or allow them to input tips. Item: An individual product, e.g. The powerful Vital Back Office. The X8 is smaller, featuring an 8” main screen and a 4.5” customer-facing screen. I opted for that training and the team scheduled a phone call for a few days later. It includes functions such as issuing full refunds, allowing users to close batches, and more. After exploring several lackluster point of sale options, their bank suggested TSYS and Vital POS. It doesn’t include a cash drawer, but you can connect one if you’d like. Vital Select. Register now and access all the features! Everything appears to work if you connect an Ethernet cable to the S300 and then connect the USB to the E13. When setting up your items library, work from largest to smallest. TSYS earlier this month launched several Vital-branded payment products, including a cloud-based point of sale suite, aimed at small- and medium-sized merchants, according to … Poynt, for example, which was founded by a former Google executive, raised about $100 million in funding late last year. As the name implies, the Staff category includes features related to managing employees. Otherwise, the Vital Select X8 is a good choice. Once clocked in, the employee can also navigate to the "my shifts" tab to check details on their current, previous, and upcoming shifts. However, Vital has a dedicated site for tech support (help.vitalpos.com) that provides extensive assistance, including screenshots and step-by-step instructions for various tasks. You can also select any “item alerts” that apply. See Details . “must be 21 to purchase”), dietary warnings (e.g. The Vital brand’s initial offering includes Vital POS, a full-featured, cloud-based point-of-sale solution. The PAX device has a cord with three cords that branch off. The POS system can automatically create your screen layouts from the categories and subcategories you create for consistency and faster setup. The Staff section is another part of administrative functions. When you log in to Back Office, you’ll always land on the main dashboard, which shows quick summaries of sales and top items. (Staff can be restricted from accessing settings.). Let’s look at basic setup and the Back Office first, as that’s where you should start before taking payments. The X8 has a built-in receipt printer and a built-in barcode scanner. Drinks. You can elect to allow or not allow individual features, or permit / restrict the entire category. Any of the settings you define by group will apply to all users in that group. Setting up the user with multiple roles allows them to clock in under the correct role. Ideally, you should only use the machine on battery power as a last resort. The apps come in sleek, modern hardware. Other equipment in the Vital line (including the Mobile and Plus X5) does not support an employee timeclock. , including a cloud-based point of sale suite, aimed at small- and medium-sized merchants, according to a company press release. However, you can add or delete any groups you’d like. That said, I did find that when I attempted to refund a transaction with the PAX S300 card reader disconnected, the register initially gave me an error but asked if I wanted to proceed with a cash refund. When you sign in as an administrator, you’ll see a screen with 7 choices (sales, management, reporting, admin, items, training, and more) but only Sales and Management deal with the day to day POS functions. offer you a quote. Individual users’ login screens will reflect only the options to which they’re authorized to use. The Vital Back Office portal allows you to manage multiple aspects of your business, including your inventory, sales screens, employee profiles, payment details, and more. Earlier this month, Square also announced a software development kit that helps developers and merchants process in-app payments, clear moves to offer new payment tools on both the physical and digital fronts. If you choose that option, the system will create a layout for each category and subcategory that has at least one item assigned. The reason I suggest doing it this way is because the items screen will ask you if you want to assign the item to a category / subcategory / screen layout. Your processor may charge more or less depending on other terms of your deal and options you select. Group permissions are a place where Vital offers a lot of options. When you click “split balance” you’ll be given the choice of how many ways to split the remaining total. However, items can belong to multiple categories and it’s often beneficial to create your own categories. To add any product to a competitive quote you’ve received, simply click the blue “+” next to the “Equipment & Software” label in your quotes. The built in receipt printer is on the top of the machine, facing the same side as the cash drawer. Log In. Heartland offers mobile credit card processing services with the highest level of payment security. On the Vital Select systems, refunds can be quickly processed right from the Sales screen. It’s often best to simply mark an item inactive if you have previously sold it and may need to view reports or information about that item.). You can choose whether the discount is a percentage off or a dollar amount off the purchase price of either individual items or the customer’s entire purchase. Search for your desired solution below, but please understand that this list is not exhaustive. Vital is also available to be white-labeled by TSYS partners. TSYS’s Vital point of sale systems give you a feature-rich POS app in sleek, modern-looking hardware with color touchscreens. The company has two primary areas of business. When you accept a cash payment using the E13, you can choose to have the register open automatically when you enter the amount of cash received. When you’re at the checkout screen, the payment methods are listed on the left hand side. The Clover system does not. Both the Vital X8 and Vital E13 only work with TSYS-compatible credit card processors. Other payment processing firms also are arming themselves for what could be a heated battle in an increasingly competitive market. That means it’s a good idea to make sure that you have a good deal on processing and plan to stick with your processor for a while. quote in an apples-to-apples format with This is helpful to others that are considering this product. Try to be as descriptive possible about your experience. You may see the Vital Select X8 also called the E500 Smart Terminal. There are two “components” to Vital POS systems: the POS app and the Back Office portal. The X8 customer-facing signature capture screen. If you’re using an E13 and want to enable PIN authorization for debit cards, you’ll need the PAX S300 PIN pad. The drawer can be opened by pressing “no sale” in the sales screen if the signed in user has appropriate permissions to allow for the register to open on no sale. email, you can also provide your unique They help them run their business with tools for inventory, time and attendance, and reporting. Vital POS leverages technology and other elements that TSYS obtained with last year’s acquisition of iMobile3, TSYS said in the release. Yet, right now, with digital and mobile payments growing, and even long-time holdouts like Target accepting Apple Pay, Google Pay and other alternative payment methods, perhaps there is room for everyone who can process a buck to make one. The larger screen E15 with PAX starts around $1,899. A: Yes. (Including a lifetime rate lock and independent statement monitoring to ensure you’re paying as little as possible.). The X8 does not support PIN entry. Vital Mobile is an easy-to-use, point-of-sale App that allows you to run your business and accept customer payments - anytime, anywhere. Offered by Retail Control Solutions, the Zoom POS is a full-featured point of sale system designed for the hospitality industry. You can connect a PIN pad to the E13 if you want to accept PIN debit cards or contactless (NFC) payments. The E13 also requires the PAX PIN pad for PIN debit transactions, EMV chip card transactions, and contactless payments like Apple Pay. Please talk to your TSYS independent sales agent for more details. Poynt, for example, which was founded by a former Google executive, raised about $100 million in funding late last year, TSYS believes it can go toe-to-toe with the rest of this crowd, but there are risks. As noted above, a physical difference between the two machines is size. Screen Layout: If you want to show category groupings on the main order entry screen, you’ll need to set them up as screen layouts. These cloud-based products help merchants do more than just accept payments. The Transactions section lets you view all transactions, individual batches, payment types, and any financial audits you’ve conducted. The Store Setup section contains the more administrative tasks. You can mark an item inactive by unchecking that box at any time. Yet, right now, with digital and mobile payments growing, and even long-time holdouts like, Target accepting Apple Pay, Google Pay and other alternative payment methods. Both systems include the POS app with all functions, and the full Back Office. If that feature is important to you, you’ll need to use one of the Select POS systems. Our software will automatically update the quote’s cost estimate to include any expense associated with the product you add. Read more about how CardFellow makes money. Not a member yet? Want to use the numbers? There's no cost to the processor to place a The right hardware for you depends on a few factors: If the answer to any of those is “yes,” you’ll want the Vital Select E13. Fortunately, there are many different companies that can offer the Vital POS system. TSYS’s Vital point of sale systems give you a feature-rich POS app in sleek, modern-looking hardware with color touchscreens. Explore Restaurant Solutions. Then, in the resulting pop-up window browse the processor’s inventory and easily ad any product with one click. Vital Processing Services was the name of a 50-50 joint merchant-acquiring venture TSYS and Visa formed in 1995, with Visa providing the front-end services and TSYS doing the back-end tasks. Both the corporate TSYS Merchant Services and independent TSYS-compatible processing companies work with CardFellow. You can print or email a receipt for a refund just like you can for a sale, but it will clearly specify that it’s a refund receipt. If you don’t sync your device, users who sign in won’t see any changes or updates. All “types” of card payments, including credit and debit, magstripe, contactless, or EMV chip, are simply under the “card” payment method. ... Vital Point of Sale Recommended for you. However, the app still includes access to Vital’s Back Office portal, which includes helpful features that increase the functionality of the system. The device connects to the E13 via USB port, but also needs its own ethernet connection or phone line. The E13 does not have a battery. TSYS Issuing Developers Overview - Duration: 3:46. I was able to complete the refund without the original credit card. To that end, it’s important to know that the different options actually mean. The reader is located at the top of the customer-facing screen, as seen in the image below. “Anytime we have questions on Vital, we’ve been able to get ahold of someone pretty quickly. However, the Vital team explained that if you’ve already closed the batch for the transaction that you’re attempting to refund, you will need the original credit card used in the transaction. The Vital POS system typically start at $1,199 for the X8 and $1,600 for the E13 with the PAX S300 PIN pad. However, one things to keep in mind is that gratuities can affect the auto-batch process. As you can see in the screenshot above, setting a screen layout of “Salads” would allow a server to quickly locate a particular salad without having to look through the full item list. Last October, for example, Square, as a potential replacement for traditional keypad-driven credit card processing machines. Both systems support all the features of the Vital POS app and the Back Office portal. It also notes when the shift started and how long the employee has been on the clock/getting paid. There are several terms used in the Items screen. 15”.) Retail. You can set multiple tax rates, tax rates for different items, and even multi-store taxes. However, when you go to actually process a payment, it will not work unless both devices have an ethernet connection. Note that Vital also includes an option to automatically create screen layouts. | Vital Plus The Innovative Retail & Restaurant POS System Vital Plus offers intuitive reporting and easy-to-use tools, without being overly complex and without a huge investment. (Meaning you’ll have to have at least two available ethernet ports or phone lines – one for the E13 system itself and one for the S300.) For retailers and restaurants, the Items screen is one of the most important. Click on a solution to learn more. You can set staff permissions as specifically or as generally as you’d like. But you can use the Analytics section to drill down for more details to get a better understanding of your best selling items and more. Let everyone know what you think about this product. By default, the Vital POS system is set for manually batching. Screen Layouts – Women’s Shoes, Men’s Shoes, Kids’ Shoes, Sport Shoes. Eager to try ringing up a sale, I entered a few times into the item library. Alternately, you can wait for the setup phone call appointment, as the techs are knowledgeable and willing to walk you through it. Note: To bring up the modifier options for a particular item, you’ll need to add the item to an order, then click the item in the order summary on the right hand side of the screen. Topics covered: retail tech, e-commerce, in-store operations, marketing, and more. Vital uses technology TSYS obtained last June when it shelled out $13.4 million in cash to acquire Jacksonville, Fla.-based iMobile3, a provider of POS products and an … Reporting, Admin, and Items all open the Back Office portal, while Training is simply a training mode you can use to familiarize yourself or staff with the POS. Later, I had to go back into each item I had added and manually move it to the appropriate category. It’s good practice to get in the habit of syncing whenever you’re done making a change or series of changes. We keep record of the sales it processes, but do not support it as a backup memory. Questions are generally posted within 24-48 hours, and answers are added as they are submitted. Voids don’t require swiping the original credit card used in the transaction. The items you set up here are what your cashiers / servers will see when they ring up orders. TSYS Merchant Solutions owns the Vital line, and the devices only work on TSYS’s platform. Modifier: A customer-specific adjustment or addition to an item. The Vital Select X8 with power cord and receipt paper. (That is, the cashier’s side.). You can even view sales as a calendar that also includes the weather and temperature, helping you spot any buying trends based on weather factors. Category: The main group(s) to which an item belongs, e.g. Vital gives you the option to notify group members of specific activity, set permissions for which functions they can access, and control which reports or information they’re able to view. TSYS earlier this month launched several Vital-branded payment products, including a cloud-based point of sale suite, aimed at small- and medium-sized merchants, according to a company press release. Vital includes a lot of great features like an integrated timeclock and inventory manager. Get expert answers about credit card processing. You can also set the drawer to open automatically upon completion of a transaction. Back Office provides sales summaries (including gross and net, sales by card type, and tax and refund summaries), profit margin details, comparisons with other time periods, and more. It’s also one of the places where I initially did things incorrectly. “It’s been a good all-around experience,” said Jamie. Instead of sending an invite through You’ll navigate to the “Completed” tab to locate the transaction that you’re refunding and select either “full refund” or “refund items” in the bottom right corner of the screen. “Cheese” would be the modifier to the item “hamburger.” You’ll have the option to set a cost for modifiers as well. Features: Contactless ; CVV (Visa & MasterCard) Unlike other mobile payment solutions that hold funds for up to 30 days, Heartland funds its merchants as if they are processing transactions in a store, so you’ll receive your funds faster. Salesforce 2020 Holiday Retail Strategy & Planning Guide, 2020 Annual Survey: Digital Product Creation Maturity in Retail, Footwear and Apparel, Aptos Signs Definitive Agreement to Acquire LS Retail, Interface Shares its top 2021 Networking Predictions for Restaurants. We make sure all POS applications and their providers undergo a stringent approval process before they are designated Class A. If it is unplugged or the power goes out, it will not turn on. Meanwhile, Fiserv is in the process of acquiring First Data for about $22 billion, a move that will expand the reach of First Data’s Clover POS platform while also signaling that the crowded market may have to consolidate some to move forward. “Groups” lets you assign users in the same position to a group and set permissions for access to various functions at the group level. The Discounts option allows you to set recurring discounts, such as military, senior, or student discounts. Vital Mobile brings your business into the future by streamlining the way you take payments, all while bettering the experience for you and your customers. Despite the name differences, they are the same device. 15”.) In that case, you could create a modifier set such as “Burger Toppings” and add all of the modifiers that relate to your hamburger. ... TSYS Vital Plus. If you don’t have many items, screen layouts may not be necessary. 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