FieldStack Installation and Testing

Prepared by FieldStack 
For Users installing new devices

Email: support@fieldstack.freshdesk.com

Phone: 207-210-6000 x1

Hardware Required:

• Touch Dynamic POS Terminal
• Cash Drawer
• Epson Receipt Printer
• Keyboard
• Mouse
• Datalogic Barcode Scanner
• Credit Card Reader - provided by TSYS or Fiserv
• Zebra Label Printer (1 printer per store)

Networking required:

2 Available Network Jacks per POS set-up

2 Ethernet Cables - 1 for POS Terminal and one for Credit Card Machine

Consumables Required:

• Thermal Receipt Printer Roll - Direct Thermal
• 1” x 2” Sticker Label Roll - Non-permanent 

Additional Documents:

Assemble the POS Station

Begin with the cash drawer

1. Typically, the cash drawer will act as a “base” beneath the Touch Dynamic Razor POS unit.
   
   
2. Ensure that one end of the data cable is connected to the data port in the Cash Drawer (the other end will go to the receipt printer.)
   
   
   
3. If locked, unlock the cash drawer.
   

Connect the Computer

1. Attach DC cord to the Touch Dynamic Razor POS unit.
   
   
2. Attach ethernet cable to POS unit and network jack.
   
   
3. Power on the POS unit using button on lower right of base.
   
   
   

Keyboard and Mouse combo

1. Install Keyboard/Mouse USB dongle to user-facing USB on the Razor computer.
   
   
2. Pull the battery tab and turn on both the mouse and the keyboard.

Epson Receipt Printer

1. Attach the USB-B cable to the back of the Epson receipt printer (plastic back panel pops off receipt printer to reveal connection points) and attach the other end to an available USB-A port. 
   
   
   
   
   
2. Attach the power adaptor to the AC power and the printer.
   
   
   
3. Attach the free end of the Cash Drawer data cable to the data port on the Epson printer.
    
   
   

   Note: Some Receipt Printer models have both a Data jack and a Networking jack. The small end of the cable should go into the Data Jack - generally labelled SW or DK.
   

   
   
   
4. Load the printer with a roll of paper.                                
   
   
   
5. Power on the Receipt Printer.
   
   
   

Datalogic Scanner

Attach the Datalogic QD4230 handheld scanner to an available USB-A port.

Credit Card Reader (TSYS)

1. Connect an Ethernet cable to the square (generally red) RJ-45 connector and to an internal networking jack. The device does not physically connect to the Razor POS terminal.
   
   
   
2. USB connection is not needed.
3. Serial connection is not needed.
4. Connect the AC power cord.
   
   
   
5. The device will automatically power on.
6. On initial setup, the CC reader will initiate a firmware/software update when powered on. This will require the CC reader to have the ability to acquire an IP via DHCP over ethernet cable. Upon completion of the update, the CC reader will have a designated Static IP address configured and further testing will require the use of that Static IP address for connectivity.
7. Pairing with POS device will follow in the install outline.
   
   

Credit Card Reader (Fiserv)

1. Connect the power cable to the Clover or Ingenico device.
2. Connect an ethernet cable to the internet.
3. Place the device at the cash wrap station it will be paired with.
4. Pairing with POS device will follow in the install outline.

Configure Peripherals and Software

Windows Admin Login

1. Windows Admin login creation is prompted on first setup. Username and password should be set to a known value determined by your administrator.
2. Create the Admin account using a login and password provided by your company administrator. Go through windows set-up.
   

Rename the Machine

1. In Windows settings go to System > About > Rename this PC
2. Change the Computer name using the following schema:
   Store Name or abbreviation-Store Number-Register number 
   (Example: JIMSMARKET-01-001. The second register in the same store would be JIMSMARKET-01-002, third JIMSMARKET-01-003.)
3. If FieldStack provided a device name list ahead of time, use those device names for each machine.

Download Splashtop 

1. FieldStack will provide a direct link to a Splashtop download page specific to your organization. This will be provided in advance of your installation.
2. Proceed to the provided link during each computer set up.
3. Click “I trust this organization...” and then click Download.

   
   

   
   
   
4. After downloading, run the installer.
5. Select Confirm on the permission popup that shows after installation is complete.
   
   

Note: This is important for FieldStack to be able to assist you in the future or help with any staging issues.

 Customer-facing display screen

1. Go to Windows > Settings > Display to Extend Display
   
   
   
2. This will allow the customer-facing display to be seen on the front-facing screen.

Touch Screen

1. Click Start and begin typing “Calibrate the screen for Pen and Touch”.
   
   
2. Select Calibrate from the resulting menu.
   
   
   
3. Touch the screen when prompted to activate the touch screen capabilities.
   
   
4. Disable the Beep on Touch setting.
5. Go to Start > eGalaxTouch > Configure Utility, Settings tab to turn off the beep.

Disable the customer-facing touchscreen

1. To disable the customer-facing display on the Razor, first go to Device Manager under a Windows admin account.
2. Select Human Interface Devices and right-click on the one listed as HID-compliant Touch screen (there will be two.)
   
   
   
3. After right-clicking, select Disable.
4. Tap the front touch screen to ensure that the correct screen was disabled.
5. If tapping the POS touchscreen facing you no longer works, right-click and reenable the disabled touchscreen.
6. Disable the other touchscreen in this list.

Datalogic QD4230 handheld scanner

Use the included “Datalogic QD2430.pdf” to sequentially scan the QR Codes to program the scanner for compatibility with FieldStack. (Attachment can be accessed at the base of this article.)
Open in a separate tab here.

Epson receipt printer

Verify the printer is visible to Windows. The printer should appear in Control Panel > Devices and Printers as an available printer in Windows.

Note: Do not set the receipt printer as the “default” printer in Windows.

Log out of Admin. Log into Retail account (no password).

FieldStack Application Install

1. Run the file “FieldstackInstaller.exe” (if it does not automatically run upon login).
2. An installer wizard will prompt you to set up each device.
3. Use the following user credentials for login:
   Company Name: name of your database as provided by FieldStack
   Username: Username that exists in your current employee list
   Password: Password that exists in your current employee list
   Quick Token: These vary per machine and may be provided by FieldStack. If not provided, leave this field blank.
   The QuickToken should allow the machine to identify the Store, Register number, and back-end settings associated with that machine. If a QuickToken is not used the POS computer will install with default settings for the location.
4. Ensure database connectivity. If the terminal is not connected to the internet/database, a red bar at the top will show “Resiliency Mode."
   
   
5. If FieldStack is connected and operational, you can continue with set up.

Basic FieldStack Settings

1. Click on the settings gear icon in the upper left corner of FieldStack.
   
   
   
2. Choose Settings. Go to Basic tab.
3. Confirm that Receipt Printer Type shows as Hi-Res ESC Receipt Printer (in Configuration management this setting shows up as STANDARDHIRES)
4. Confirm that Cash Drawer Type shows as Standard Epson ESC
5. Sales tax amount should be correct if QuickKey/QuickToken was used at set up, or if defaults are in place for the location.
   1. If it was not defined in configurations, the tax amount for this register can input on this screen (example: 6.5% sales tax would be input as 0.065)
6. Base cash amount should be correct if QuickKey/QuickToken were used at set up, but may need to be altered by the office or store staff at a later time.
   1. If it was not defined in configurations, the base cash amount for this register can be input on this screen.
7. Report printer name can be set now or later based on a networked or connected full-sheet printer depending on needs (not all computers will need to print reports.)
8. Receipt header/footer and image are handled on the back-end and do not need to be set on this screen if they are set as a location default.
   
   
   
9. Marketplace printer name can be set now or later based on a networked or connected full-sheet printer depending on needs (not all computers will need to print marketplace paperwork)

Zebra Label Printer Connected Terminal
 (Terminal that has the Zebra Printer physically connected to it)

Label Printer

One POS machine should have a Zebra ZD410 price label printer attached.

1. Attach one end of the standard printer cable provided with the printer into the USB-B slot in the back and the other end into one of the USB-A ports on the back of the Razor POS. system.
   
   
   
   
   
2. Attach the AC power to the printer.
   
   
   
3. Open the printer with the side tabs and ensure that the calibration arrow is lined up in the correct orientation.                                                                        
   
   
   
4. Load the Zebra label printer with a roll of 1” x 2” labels, being certain to feed the roll under the roll guides with labels facing upward.                                                                  
   
   
   
5. Close the roll cover and power on the Zebra printer.
   
   
   
6. Calibrate the printer by holding the Pause and Cancel buttons simultaneously for 2 seconds. (The printer will print out a few labels in the process.)
   
   
   
7. On the machine that the Printer is attached to, click on the settings gear icon in the upper left corner of FieldStack.
   
   
   
8. Choose Settings box, go to Enterprise tab and replicate the settings shown below for a POS terminal that is attached to the Zebra Label Printer. The default Price label queue is “0”.
   
9. Choose Settings. Go to Basic tab.
10. Set Label Printer name to ZDesigner ZD410. This printer driver should be discoverable in the dropdown if it is available in Windows Control Panel > Devices and Printers.
    
    
    
11. Click Save Changes.
    
    

Zebra Printer, Non-Connected Terminals

(Secondary terminals that do not have the Zebra Printer physically connected to them)

Any terminals for the same location that will NOT have an attached Zebra Label Printer must be set up to push information from FieldStack to the Label Queue that is printing to the previously designated label printer-connected terminal.

1. Click on the settings Gear icon in the upper left corner of FieldStack.
   
   
   
2. From the same Settings box, go to Enterprise and replicate the settings below for any POS terminal that does not have an attached label printer. The difference between these and the connected device is that Label Queue Print Server Enabled should be set to False. 
   
3. Click on Settings. Go to Basic tab.
4. Set Label Printer name to ZDesigner ZD410. This printer driver should be discoverable in the dropdown if it is available in Windows Control Panel > Devices and Printers.
   
   
   
   
5. Click Save Changes.

Full Sheet Printer Set-Up

1. If an existing full sheet desktop printer will be used for marketplace/BOPIS pick-lists and report printing, use the following set-up. (Note: This will have to be done from within the location by pairing with a discoverable printer; networked or connected to the POS.)
2. Click on the settings Gear icon in the upper left corner of FieldStack.
   
   
   
3. Click Settings. Go to Basic tab.
4. Under Report Printer choose a printer that is networked within the location or physically attached to the terminal. (Note: If not networked, only the connected terminal can print to that printer.)
    
   
   
5. Click Save Changes.

TSYS Credit Card Reader Set-Up 

1. After connecting the  Credit Card Terminal, it should connect itself using DHCP and start updating from TSYS servers.
2. After the update is complete, go to the next step.
3. Go into the FieldStack settings menu in the upper left and go to Settings > Credit Card.
4. Ensure Payment System Type is set to TSYS.
5. Enter the MAC address (usually on the bottom of the TSYS CC reader) in the Terminal MAC Address field and click  Lookup IP by MAC. The IP address of the device should pull in and populate the Terminal IP Address field.
   
   
6. Once the boxes are populated, click Okay/Save Changes.

Fiserv Credit Card Reader Set-Up

Note: Before setting up your Fiserv-provided Credit Card readers, you will need the API key from FieldStack, as well as the location's Merchant ID, and the Gateway Username & Gateway Password that would have been provided in an email from Fiserv upon account set-up.

After connecting the Credit Card terminal to the the network, there is some out of box set up that should be done. 

1. Attach the power cord and ethernet cable to the device.
2. Plug in the device and connect it to a network jack.
3. The device will walk you through the setup.
4. Network Connection: Should show as Ethernet/Connected.
5. Updates should download.
6. Apps should install.
7. Device will alert you that a Registration Code has been emailed (to the primary email on the account.)
8. Enter the code and tap Continue.
9. The device should be operational and ready to pair with a POS computer.

Note: A logo can be added to the device by sending a request to Fiserv with the image and MID.
.jpg or .png file
Image must be max 1 MB
Image proportions must match those of each device. 
Flex 3: 720 H x 1440 W
Mini 3: 800 H x 1280 W

After set up in completed on the device, return to the FieldStack POS it will be paired with.

1. Go into the FieldStack settings menu in the upper left of the application and go to Settings > Credit Card.
2. Ensure Payment System Type is set to Fiserv.
3. Enter the following data points:

• API Key: FieldStack is assigned one for all clients. The key will be provided to you directly or may already be filled in upon installation of your POS.
• Terminal ID: The ID of the terminal you are attempting to configure.
  • Obtained on the device itself or listed in your CardPointe account.
  • Clover: Can be found on the back under the barcode (Same as serial number) also Displayed under Admin Settings as the HSN.
    
  • Ingenico: Displayed in a header on top of the CardPointe logo during normal operation.
• Merchant ID: The Merchant ID of the the account for your physical location. Each store has a separate MID.
  • Obtained in your CardPointe account and in secure email that was sent to you with username and password.
• Gateway Username: The username of the account managing the terminal.
  • This would have been provided in a secure email.
    
• Gateway Password: The password of the account managing the terminal.
  • This would have been provided in a secure email. 

4. Once the boxes are populated, click Okay/Save Changes.

Testing Peripherals and Software

Test the biometric fingerprint reader

1. Log in using FieldStack login and password.
2. Use [ALT + END] to logout (the user logging out at this step is the user who’s fingerprint will be recorded in the next steps.)
3. Place your thumb on the fingerprint scanner on the side of the device.
4. A dialog box will show that your fingerprint is being committed and ask you to press it again 3 or 4 times.
   Note: This is interpreting your fingerprint and is not actually recording your fingerprint.
5. When committed, the fingerprint will be filled in red and it will ask you to log in to save your information.
6. Enter your login and password to save your fingerprint information.
7. If successful, the fingerprint reader is working and you can side-step the keyboard for logins on this device (follow the same steps at each work station to enable it on all POS units.)

Test the drawer open function

1. Make sure the cash drawer is unlocked but closed.
2. In the lower right corner of the POS screen tap on Open Drawer or press the [+] key on the keyboard to open the drawer.

   
   

   Note: the cash drawer open function requires the receipt printer to be connected, powered-on, and loaded with paper. The drawer will not open if the receipt printer is in an error status.
   
   

Search for an item

1. In the white search box in the upper right corner, enter the name of a common item.
   
   
2. A search result screen will come up showing various items with pricing, item type, and manufacturer.   This confirms that the database is connected.

Test the barcode scanner

1. Scan the barcode of a common, in stock item. If that item comes up on screen, the scanner is working properly.
2. If the item does not come up, try a second item in case the first item happens to be a very new item or something that was not in the database when the item list was imported.
3. If you have physical gift cards, or physical loyalty cards, scan those as well.

Test the label printer

1. On the POS Screen, tap Relabel 
2. Make sure the radio button for New is selected (if your system handles new/used items).)
3. Scan the barcode of a new, in stock item.
4. In the lower right, tap on Relabel 1 Item or [+] on the keyboard.
5. A label should print out on the Zebra label printer that shows the item information, item price, item type, date of relabel, and a barcode for scanning that item at the POS.
6. If a label printed, the Zebra label printer is working properly.

Do a test sale using Credit Card as a payment (recommended.)
Note: TSYS or Fiserv may have included a test Credit Card number with each machine.  If so, manually enter that number in the screen that appears after the charge amount.

1. Look up “CREDIT TEST” in the search bar in the upper right. You should find a $0.01 item called “Credit test”
2. Tap Select or Sell New (depending on your set-up) to add this item to the sale.
   
3. In the lower right corner, tap Credit Card or [F4] on the keyboard.
   
   
4. The Credit Card Amount box will pop up showing the 0.01 sale.
   
   
5. Tap OK [Enter] to send the charge information to the CC reader.
6. Insert or tap a credit card using the CC terminal.
7. The sale should process, and a receipt should print from the Epson receipt printer
   NOTE: It is not necessary to complete this sale if using a personal credit card is not preferred. As long as the terminal shows the amount of sale and is ready for a credit card payment, then the POS and credit card machine are communicating appropriately.

Did a receipt print?
If the sale was completed, did a receipt print out? If so, the Epson Printer is working.

If not, do a test print from within FS by going to the gear icon in the upper right > Settings > basic
  

Close the Drawer

Click Drawer-Close on the FieldStack application. Count the cash in the drawer (if any). Follow the on-screen steps to close the drawer. 
TSYS - Closing the drawer will batch the credit card charge (TSYS) and ensure that things are working A-to-Z. The primary reason for doing this is so that the penny charge does not show up as an unbatched credit card payment in a report the next day. If a card was not run, this step can be skipped.
Fiserv - Batching occurs on a set cadence at Fiserv. Closing the drawer is not necessary to initiate batch close, but is still a good test process and ensures cash is counted for the next day.

Log Out

Log out of FieldStack by tapping the Logout area at the lower part of the screen or [ALT + END] on the keyboard.