Retail | Assigning Pin Debit Terminals

Adding / Renaming Pin Debit Terminals

After your Pin Debit onboarding session, all of your terminals will be added and named for you, however if you ever need to add new terminals or rename existing ones the steps are as follows:

1. Navigate to Global Settings > Current Shop Settings > BLAZEPAY Settings to see your list of terminals. 

Here you can click on 'EDIT' on the right to change the name or credentials of a terminal. You can also click 'ADD POS TERMINAL' at the top right of the page to add a new terminal.

2. This step is only needed if you are ADDING a new terminal. Once you have clicked 'ADD POS TERMINAL' at the top right of the screen a smaller window will appear that asks for the following details:

• Name: This is what you want to call the terminal, it doesn't effect its ability to transact or connect with BLAZE. This is typically where we assign a number designation to the terminal.
• Serial Number: This field is where the SN or TPN of a terminal is put. If you do not already know the SN or TPN of your terminal, contact BLAZE Payments Support for assistance.
• Register ID: This field is where the SPIN Register ID is put. If you do not already know the SN or TPN of your terminal, contact BLAZE Payments Support for assistance.
• Auth Key: This field is where the  SPIN Auth Key is put. This will always be the same for all terminals that are assigned to a specific shop location. If you already have other terminals set up on the previous page you can copy-paste the Auth Key from any of those.

3. Once you have filled the fields, click 'Save' and you will see your new terminal appear in the list. You will notice that on the far right under the 'Processors' header there will be "1, 2, 3". This will need to be adjust to only contain 1 just like all your other terminals. To do this, click the blue 'EDIT' button on the right, and click the small x to the left of Processor 2 & Processor 3, followed by the blue 'SAVE' button. (Process pictured below)

Assigning Pin Debit Terminals to Cash Drawers

Depending on if you are a Retail Storefront, a Delivery Only service, or both, the way you assign your Pin Debit Terminals to Cash Drawers in BLAZE can change. Below is an outline of the two major assignment methods used by our customers. Each has its own benefit and during your Pin Debit onboarding, your onboarding rep should walk you through each option and make a decision with you on which best suits your needs.

Static Assignment

The first method of assigning Pin Debit terminals to Cash Drawers in BLAZE is Static Assignment. Its referred to as Static because it is set once, and then not adjusted unless for a specific support purpose. This works best if your shop operates on numbered BLAZE Cash drawer per iPad / Driver Phone system.

For example, if your storefront has 2 registers, if your cash drawers in BLAZE are labeled as Reg1 & Reg2 (or something similar) this applies to your setup. If your cash drawers in BLAZE are named for each employee, skip ahead to Dynamic Assignment.

1. Navigate to Global Settings > Current Shop Settings > Terminals

2. You will see a column on the right side of this page labeled 'POS Terminal'. This is where we link a Pin Debit Terminal to your cash drawer. When using Static Assignment simply click 'EDIT' on the right, choose the corresponding named Pin Debit Terminal from the dropdown list, and click 'SAVE'.

Dynamic Assignment

The second method of assigning Pin Debit Terminals to Cash Drawers in BLAZE is Dynamic Assignment. Its referred to as Dynamic because you are changing the assignment on a daily basis. Typically once per shift change. This works best if your shop operates on employee named BLAZE Cash drawers.

For example, if your storefront has 3 drivers, if your cash drawers in BLAZE are labeled as each of those drivers' names this applies to your setup.

1. Navigate to Global Settings > Current Shop Settings > Terminals

2. You will see a column on the right side of this page labeled 'POS Terminal'. This is where we link a Pin Debit Terminal to your cash drawer. When using Dynamic Assignment it's typical that each shift, each employee could be using a different Pin Debit terminal than the day before. At each shift change, the manager or dispatcher in charge of assigning terminals should have the above page open. As each terminal is assigned to each employee, the manager or dispatcher should be clicking 'EDIT' next to the employee's name, selecting the correct numbered Pin Debit Terminal, and clicking 'SAVE'.