Brink POS Gift Card Setup Guidecdn.brinkpos.net/docs/SettingUpGiftCardProcessing.pdf8383 Se ParTech, Inc. neca Turnpike, New Hartford, NY 13413 | p. 800.458.6898 | January 2020 —

ParTech, Inc.

8383 Seneca Turnpike, New Hartford, NY 13413 | p. 800.458.6898 | www.partech.com

January 2020 — Revision 3

Brink POS Gift Card Setup Guide

for Brink POS version 4.1+ and 5.0+

2

Publication Details

Copyright Copyright © 2020 by PAR Technology Corporation, Inc. All Rights Reserved. This product and related

documentation are protected by copyright and are distributed under licenses restricting their use, copying,

distribution, and decompilation. No part of this product or related documentation may be reproduced in any form

by any means without prior written authorization of PAR and any requisite licensors.

Trademarks, Patents, etc. Brink, Brink POS, PAR, ParTech, and all of their respective logos are trademarks or registered trademarks of PAR

Technology Corporation, Inc.

PAR holds the following patents in the United States that pertain to the Brink POS software suite: 6,382,850;

6,871,325; 8,146,077. PAR may have other patents, patent applications, trademarks, copyrights, or other

intellectual property rights covering subject matter in this document.

Except as expressly provided in any written license agreement from PAR, the furnishing of this document does not

convey any license to these patents, trademarks, copyright, or other intellectual property.

Microsoft® and Windows® are registered trademarks of Microsoft Corporation in the United States and other

countries. Other product names may be trademarks or registered trademarks of their respective companies and

are hereby acknowledged.

Disclaimer This document is provided for informational purposes only. PAR makes no warranties, either expressed or implied,

in this document. Information in this document is subject to change without notice. Risk of use and responsibility

for the results of use of this document lie with the user.

Revision History March 2017, Revision 1: Initial release.

September 2019, Revision 2: Updated Mercury GC config instructions

January 2020, Revision 3: Updated Valuetec GC config instructions

3

Table of Contents Publication Details ........................................................................................................................................ 2

Copyright ................................................................................................................................................... 2

Trademarks, Patents, etc. ......................................................................................................................... 2

Disclaimer.................................................................................................................................................. 2

Revision History ............................................................................................................................................ 2

Setting Up Gift Card Processing .................................................................................................................... 4

Batching .................................................................................................................................................... 4

Configuration > Processor Settings (The Customer Connection only)...................................................... 4

Options > Payment > Gift Processor ......................................................................................................... 5

First Data ............................................................................................................................................... 6

Givex...................................................................................................................................................... 8

Ceridian Stored Value Solutions............................................................................................................ 9

The Customer Connection .................................................................................................................... 9

Heartland ............................................................................................................................................ 10

Mercury Payment Systems ................................................................................................................. 11

Paytronix ............................................................................................................................................. 12

Valutec ................................................................................................................................................ 12

Vantiv .................................................................................................................................................. 13

WorldPay ............................................................................................................................................. 14

Options > Payment > Gift Options .......................................................................................................... 15

Gift Card Tender ...................................................................................................................................... 16

Gift Card Items ........................................................................................................................................ 18

Gift Card Drafts ....................................................................................................................................... 20

Layout...................................................................................................................................................... 21

Publish Changes ...................................................................................................................................... 22

Taking Gift Card Payments .......................................................................................................................... 23

Performing Other Gift Card Transactions ................................................................................................... 24

Issue/Reload............................................................................................................................................ 24

Balance Check ......................................................................................................................................... 25

Cash Out (First Data, Givex, Ceridian SVS) .............................................................................................. 26

4

Setting Up Gift Card Processing To set up gift card processing, there are several areas of Settings Editor (and, if your processor is The

Customer Connection, in Administrator Portal) where information must be entered and settings

configured.

Batching For all processors, auto-batching must be disabled on the processor side, and the Batch Close type must

be set as “Host/Merchant Initiated.”

Configuration > Processor Settings (The Customer Connection only) If your gift card transaction processor is The Customer Connection (TCC), you must enter some settings

into Administrator Portal. These settings apply to all locations. To set up the TCC processor settings, do

the following:

1. In Administrator Portal, go to Configuration > Processor Settings and click the The Customer

Connection link to access the The Customer Connection Settings entry screen.

TCC Client ID entry screen

2. In the Client Id field, enter the client ID (a two-digit number) that you received from The

Customer Connection.

3. In the Client Unique Id field, enter the alphanumeric client ID code that you received from The

Customer Connection. This is a 32-character code broken down into sections of eight, four, four,

four, and twelve characters, separated by hyphens: XXXXXXXX-XXXX-XXXX-XXXX-

XXXXXXXXXXXX.

4. Click the Save button.

5

Options > Payment > Gift Processor Each payment processor has a different setup dialog in Settings Editor, but the basic steps are the same

for all of them.

NOTE: This procedure must be performed for each location separately.

1. In Settings Editor, use the location drop-down list to select the location.

Settings Editor location selection drop-down list

2. Go to Options > Payment > Gift Processor.

3. In the Processor Type drop-down list, select your gift card transaction processor.

NOTE: If you already have a gift card payment processor set up and only need to change its

settings, click the Edit button to open the dialog.

The Edit dialog opens.

4. Enter the information given to you by your payment processor (see below for processor-specific

information) into the relevant fields in the Edit dialog.

5. Click OK to close the dialog.

The Gift Processor tab shows the entered information for the gift card transaction processor.

6. Save your changes.

7. Repeat steps 1 through 6 for each location at which you wish to accept gift card payments.

6

First Data IMPORTANT: Before you program your credit card settings, the First Data account must be set up with

the following:

• Transarmor

• Datawire

• Rapidconnect

First Data will send you a “VAR Setup Sheet” or a “Client Setup Sheet.” Enter the information from the

sheet into the fields as follows:

Edit dialog for First Data gift card processing

• Application ID: Typically set to RAPIDCONNECTVXN.

• Service ID: Typically set to 160.

• Datawire ID: Must be 20 digits. If the number given to you is shorter, input zeroes (0) in front of

the number to make it 20 digits.

• Group ID: Typically set to 10001. However, this can depend on which platform is processing the

First Data transaction (Northeast, Nashville, etc.).

• Merchant Category Code: Typically set to 5812 or 5814.

• Merchant ID: Typically 12 to 15 alphanumeric characters. Depends on processing platform

(Northeast, Nashville, etc.).

• Alternate Merchant ID: Merchant ID provided for gift card processing. Typically 12 digits. In

cases where the Merchant ID is 12 digits and the Alternate Merchant ID is only 11 digits, a

leading zero (0) may be needed.

• Terminal ID: Must be 8 digits, although it is common for First Data to provide 7-digit terminal

IDs. If this is the case, add a leading zero (0).

• Token Type: Typically set to 0001. This may differ, but it is always four numbers or letters.

7

• E-Commerce Datawire ID: Must be 20 digits. If the number given to you is shorter, input zeroes

(0) in front of the number to make it 20 digits.

• E-Commerce Group ID: Typically set to 10001. However, this can depend on which platform is

processing the First Data transaction (Northeast, Nashville, etc.).

• E-Commerce Merchant Category Code: Typically set to 5499, but can vary.

• E-Commerce Merchant ID: Typically 12 digits. Depends on processing platform (Northeast,

Nashville, etc.).

• E-Commerce Alternate Merchant ID: E-Commerce Merchant ID provided for gift card

processing. Typically 12 digits. In cases where the E-Commerce Merchant ID is 12 digits and the

E-Commerce Alternate Merchant ID is only 11 digits, a leading zero (0) may be needed.

• E-Commerce Terminal ID: Must be 8 digits, although it is common for First Data to provide 7-

digit terminal IDs. If this is the case, add a leading zero (0).

• E-Commerce Token Type: Typically set to 0001. This may differ, but it is always four numbers

or letters.

8

Givex Givex will typically send an email with the relevant setup information contained in it. Unlike some other

processors, there is no separate e-commerce section; the User Id, Password, and Token work for both

on-site and online transactions. Enter the information as follows:

Edit dialog for Givex gift card processing

• User Id: Typically a five- or six-digit number.

• Password: Typically a four-digit number.

• Token: Typically a 32-character alphanumeric string.

• Address 1 and Address 2: Enter https://gapi-us1.givex.com:50081/1.0/trans/

into both fields.

• Card Number Ranges: Use the ‘Add’ button to create card number ranges. When ‘Add’ is

clicked, the Add dialog opens. Enter the lower number of the range into the Bottom field and

the higher number into the Top field.

Add dialog for adding gift card number ranges

Typically, the card numbers are 21 digits long and range from 603628000000000000001 to

603628999999999999999. However, lengths and ranges may be different if Givex has imported

a range of numbers from a previous gift card provider.

9

Ceridian Stored Value Solutions The fields to populate for Ceridian Stored Value Solutions are as follows:

Edit dialog for Ceridian Stored Value Solutions gift card processing

• Merchant Number: Enter the number given to you by Ceridian.

• Store Number: This can be up to ten digits.

• Division Number: Enter 0 (zero) unless told to do otherwise by Ceridian.

The Customer Connection There is only one field to populate for The Customer Connection gift card processing, plus one optional

setting:

Edit dialog for The Customer Connection gift card processing

• Client Location ID: This is always a number.

• Print Receipt Lines: Check this box if you want gift card balance and transaction information to

print at the bottom of the receipt.

10

Heartland The fields to populate for Heartland are as follows:

Edit dialog for Heartland gift card processing

• License ID: Typically a five-digit number.

• Site ID: Typically a five-digit number.

• Device ID: Typically a seven-digit number.

• Username: The user name assigned to you by Heartland, which is included in the setup email.

• Password: The password assigned to you by Heartland, which is included in the setup email.

• E-Commerce License ID: Typically a five-digit number. NOT the same as License ID.

• E-Commerce Site ID: Typically a five-digit number. NOT the same as Site ID.

• E-Commerce Device ID: Typically a seven-digit number. NOT the same as Device ID.

• E-Commerce Username: The e-commerce user name assigned to you by Heartland, which is

included in the setup email. This will not be the same user name as for Username, above.

• E-Commerce Password: The e-commerce password assigned to you by Heartland, which is

included in the setup email. This will not be the same password as for Password, above.

• Address 1 and Address 2: Enter the following URL into both fields: https://posgateway.secureexchange.net/Hps.Exchange.PosGateway/Pos

GatewayService.asmx

11

Mercury Payment Systems The fields to populate for Mercury Payment Systems are as follows:

Edit dialog for Mercury Payment Systems gift card processing

• Merchant Id: Typically a 15-character string. This may include numbers, letters, and special

characters.

• Password: This will vary in length and may contain letters, numbers, or special characters.

• E-Commerce Merchant Id: Typically a 15-character string. This may include numbers, letters,

and special characters. NOT the same as Merchant Id.

• E-Commerce Password: This will vary in length and may contain letters, numbers, or special

characters. Unlike E-Commerce Merchant Id, this is usually the same as Password.

• Use Dial Backup: If you have a modem-based dial-in backup for processing payments, check this

box. The Address 1 and Address 2 fields are displayed.

• Address 1 (WS) and Address 2 (WS): Enter the Web Service server names into these fields. They

are typically https://w1.mercurypay.com/ws/ws.asmx and

https://w2.mercurypay.com/ws/ws.asmx.

• Address 1 and Address 2: These fields are only displayed when Use Dial Backup is checked.

Enter the dial-in server addresses into these fields. They are typically g1.mercurypay.com

and g2.backuppay.com. No http:// is needed.

12

Paytronix The fields to populate for Paytronix are as follows:

Edit dialog for Paytronix gift card processing

• Username: This will be provided to you by Par.

• Password: This will be provided to you by Par.

• Merchant Id: This is a three-digit number that is unique to each customer.

• Store Code: This is a two- to five-digit number that is unique to each location.

• Domain: Enter https://api.pxsweb.com.

Valutec The fields to populate for Valutec are as follows:

Edit dialog for Valutec gift card processing

• Client Key: This is a 32-character code broken down into sections of eight, four, four, four, and

twelve characters, separated by hyphens: XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.

• Terminal ID: Typically a six-digit number.

• E-Commerce Terminal ID: Typically a six-digit number. NOT the same as Terminal ID.

• Address 1 and Address 2: Enter https://ws.valutec.net/Valutec.asmx

13

Vantiv The fields to populate for Vantiv are as follows:

Edit dialog for Vantiv gift card processing

• Bank Id: This is a numeric code provided by Vantiv. It varies in length, but is usually short (fewer

than six digits).

• Merchant Id: This is a numeric code provided by Vantiv. It varies in length, but is usually eight

digits or longer.

• Terminal Id: Typically a three-digit number. If you are given a two- or one-digit number add

zeroes (0) to the beginning to make it three digits.

• E-Commerce Bank Id: This is a numeric code provided by Vantiv. It varies in length, but is usually

short (fewer than six digits). NOT the same as Bank Id.

• E-Commerce Merchant Id: This is a numeric code provided by Vantiv. It varies in length, but is

usually eight digits or longer. Not the same as Merchant Id.

• E-Commerce Terminal Id: Typically a three-digit number. If you are given a two- or one-digit

number add zeroes (0) to the beginning to make it three digits. NOT the same as Terminal Id.

• Username: Enter M3N6re4w. This is the user name assigned to Brink POS and is always the

same.

• Password: Enter 2LL6j83P. This is the password assigned to Brink POS and is always the same.

• Url: Enter https://prod.ssl53.com/AUTH.

14

WorldPay The fields to populate for WorldPay are as follows:

Edit dialog for WorldPay gift card processing

• Store Id: This is typically a six-digit number.

• E-Commerce Store Id: This is typically a six-digit number. NOT the same as Store Id.

• Merchant Id: Typically a 15-digit number.

NOTE: You should only receive one Merchant Identification. If you receive two, then your

account was not set up properly. Contact WorldPay to correct this issue.

• Terminal Id: The length of this string varies, but usually contains both letters and numbers.

• E-Commerce Terminal Id: Usually a string of numbers. NOT the same as Terminal Id.

• URL: Enter https://tptrans.lynksystems.com/servlet/LynkePmtServlet.

• Port: Enter 443.

15

Options > Payment > Gift Options Set options for gift card payments on the Gift Options tab.


Options > Payment > Gift Options tab

1. For CVV For Manual Entry, check the Display check box to display the CVV entry field on the gift

card dialog in Register. Check the Required check box to enforce entry of a CVV value in order to

process a manually entered gift card.

2. For Security Code For Manual Entry, check the Display check box to display the security code

entry field on the gift card dialog in Register. Check the Required check box to enforce entry of a

security code value in order to process a manually entered gift card.

3. Use the Gift Card Limits section to set transaction maximums for gift card use, issuance, and

reloading.

IMPORTANT: If you check an Enforce check box, BE CERTAIN to enter a dollar amount in the

associated Limit field. If the Enforce check box is checked, but the Limit is left at $0.00, then

no transactions of that type will be allowed by the system.

o Manually Entered Cards: These limits apply to transactions for gift cards that are

entered manually into the Register application.

▪ Issue/Reload Maximum Limit: If the Enforce check box is checked, the dollar

amount in the Limit field is the most that can be added to a new or reloaded gift

card in one transaction.

▪ Tender Maximum Limit: If the Enforce check box is checked, the dollar amount

in the Limit field is the most that can be charged to a gift card in one

transaction.

16

o Swiped Cards: These limits apply to transactions for gift cards that are swiped through

the magnetic card reader.

▪ Issue/Reload Maximum Limit: If the Enforce check box is checked, the dollar

amount in the Limit field is the most that can be added to a new or reloaded gift

card in one transaction.

▪ Tender Maximum Limit: If the Enforce check box is checked, the dollar amount

in the Limit field is the most that can be charged to a gift card in one

transaction.


Gift Card Tender Next you must create a Tender for gift card payments. Go to the Tenders page in Settings Editor to

create the gift card Tender.


1. Click the Add button to open the Edit Tender dialog.

Edit Tender dialog

2. Enter a name for the tender in the Name field.

3. Using the Tender Type drop-down list, select Gift Card.

Two extra controls are displayed: Card Type and Requires Authorization.

Gift Card tender extra controls

17

4. Leave Card Type set to [None].

5. Check the Requires Authorization check box.

6. Enter a default amount, if desired, into the Default Amount field.

NOTE: If this is left at 0.00, then the amount will default to the balance due.

7. Leave Variance Amount set to 0.00.

8. Enter the maximum tip percentage in the Max Tip Percent field.

NOTE: If this is left at 0, then no maximum is enforced.

NOTE: For this setting to apply, Allow Tips must be checked on the Options tab.

9. On the Options tab, check the Active check box.

10. Select other options as desired or required.

NOTE: The Auto Fill Amounts option is no longer used.

NOTE: If you wish to be able to issue change or cash back for gift card transaction, check the

Allow Change check box. Otherwise, any attempt to pay more than the order amount with the

gift card will result in an error.

NOTE: If you wish to be able to accept tips on gift card payments, check the Allow Tips check

box.

11. Click OK to save the new tender and close the Edit Tender dialog.


18

Gift Card Items In order to issue, reload, or cash out gift cards, you must create items for each of these functions in

Settings Editor.


1. Go to the Items page in Settings Editor and click the Add button.

Settings Editor Items page and Add button

The Edit Item dialog opens.

Edit Item dialog

2. Enter a Name for the item. This name should reflect the function you are created. For example,

Gift Card Issue, Gift Card Reload, or Gift Card Cash Out.

NOTE: Only First Data, Givex, and Ceridian Stored Value Solutions allow cashing out of gift cards.

3. Make sure that the Active check box is checked.

4. Leave the Non Revenue Item check box unchecked.

5. Leave Kitchen Name blank.

19

6. Select the appropriate revenue center in the Revenue Center drop-down list.

NOTE: It is recommended that you create a separate revenue center for gift cards. See Revenue

Centers in the Settings Editor section of the Administrator Portal Configuration Guide for more

information.

7. Enter a PLU, if desired or required.

8. Leave Price at 0.00. Employees will be able to enter an amount for gift card issuance or

reloading in the Register application.

9. Leave Price Level at [None].

10. On the Options tab, in the Type drop-down list, select Gift Card.

The Gift Card Type drop-down list is displayed.

Options tab Type and Gift Card Type drop-down lists

11. In the Gift Card Type drop-down list, select Cash Out, Issue, or Reload.

12. Set other settings on other tabs as desired or required. See Items in the Settings Editor section

of the Administrator Portal Configuration Guide for more information.

13. Click OK to save the new item.

14. Repeat steps 1 through 12 for each function so that you have one item each for Cash Out, Issue,

and Reload.


20

Gift Card Drafts Set the number of gift card drafts and what information is to be printed on them on the Options >

Printing > Gift Card tab.


Options > Printing > Gift Card tab

1. Set the number of drafts printed using the Draft Copies drop-down list. You can select 1, 2, 3, or

4. If nothing is selected in this drop-down list, the system prints one draft.

2. In the Draft Copy N fields, enter the text to be printed at the bottom of each draft. For example,

if you print two drafts, one for the restaurant and one for the customer, you may want Draft

Copy 1 to say Restaurant Copy and Draft Copy 2 to say Customer Copy.

3. Check the Suggest Tips check box if you want tip suggestions to be printed on the drafts. Enter

the tip suggestion percentages in the Suggested Tip N fields.

NOTE: If you have configured the gift card Tender to not allow tips, it is recommended that you

do not check the Suggest Tips check box.

4. Check the Print Decline Vouchers check box to print a voucher when a gift card transaction fails.

5. Check the Print Signature Line check box to print a signature line on gift card drafts.

6. Check the Show Employee Name check box to print the display name of the employee who

processed the transaction in the header of the gift card draft.

7. Check the Show Additional Tip Line to print a line to enter an additional tip amount when the

gift card draft’s payment already has a tip entered.


21

Layout NOTE: This procedure must be performed for each location separately.

Five buttons must be created for the Register with the following functions:

• Order Item (x3): One each for the gift card issue, gift card reload, and gift card cash out items.

NOTE: Only First Data, Givex, and Ceridian Stored Value Systems allow gift card cash outs.

• Tender: For taking payment with a gift card.

• Check Gift Card Balance: For looking up the current value loaded onto a gift card.

To create these buttons, use the Layout page in Settings Editor.

Layout page

1. Select the appropriate panel in the panels list.

2. From the upper toolbar, add a new button to the layout by selecting Button in the drop-down

list and clicking the Add New Control button.

Adding a new button to the panel

3. Size and style the button as appropriate.

4. In the Behavior drop-down list, select one of the three gift card button behaviors: Order Item,

Tender, or Check Gift Card Balance. Then do one of the following:

• For each of the Order Item buttons, click the Configure button and select one of the gift

card items you created in the Gift Card Items section.

NOTE: Leave Price Method set to Item Price.

• For Tender, click the Configure button and select the gift card tender you created in the

Gift Card Tender section.

22

• For Check Gift Card Balance, click the Configure button and select how the gift card

balance will be presented: Print (printed on a chit), Display (shows on the Register), or

Both.

5. Repeat steps 1 through 4 for all needed buttons.


Publish Changes When all of the above procedures have been completed, you can publish your changes by clicking the

Publish button in the Settings Editor toolbar.


NOTE: You may wish to do this at a time when the restaurant is either closed or not busy, as publishing

restarts the Register application on each terminal.

23

Taking Gift Card Payments Gift cards can be entered for payment in one of three ways:

• The card can be swiped through the magnetic stripe reader on the Register terminal.

• If the location has a credit card payment device that is set up to “pass through” gift card

information, the card can be swiped on the payment device.

• The card number can be manually entered in the Register application.

To accept a gift card payment, do the following:

1. Create an order as usual.

2. At payment time, press the ‘Gift Card Tender’ button.

The Gift Card payment dialog opens.

Gift Card payment dialog in Register

3. Enter the gift card information in one of the ways described above.

4. If Allow Change is checked in the Edit Tender dialog for the gift card tender (see Gift Card

Tender), you may enter an amount larger than the order total in the Amount field.

5. If Allow Tips is checked in the Edit Tender dialog for the gift card tender (see Gift Card Tender),

the Tip field is displayed, and you may enter a tip amount.

6. Press the Done button to process the payment and close the order.

24

Performing Other Gift Card Transactions The following procedures cover various other gift card transactions that cashiers may need to perform.

Issue/Reload The initial purchase and subsequent reloading of gift cards is handled much the same way as ordering

any other item, except that the amount must be specified at the time of the order. To issue or reload a

gift card, do the following:

1. Start an order as usual.

2. Use the gift card issue or gift card reload item button to add the item to the order.

The Gift Card dialog is displayed.

Gift Card issue/reload dialog

3. Enter the amount to be added to the card in the Amount field.

4. Do one of the following:

• If you are issuing a new gift card (‘Gift Card Issue’), scan the new card through the

magnetic stripe reader or enter its number into the Card Number field.

• If you are adding funds to a customer’s existing gift card (‘Gift Card Reload’), enter the

card’s information in one of the ways described in the Taking Gift Card Payments

section.

5. Press Done to close the dialog.

6. Process payment for the order as usual.

25

Balance Check To check the balance on a customer’s gift card, do the following:

1. Press the ‘Check Gift Card Balance’ button.


Gift Card dialog

2. Enter the card number in one of the ways specified in the Taking Gift Card Payments section.

3. Press the Done button.

The balance is either displayed in a dialog on the Register application, printed on a chit from the

Register’s attached printer, or both, depending on the settings configured for the ‘Check Gift Card

Balance’ button (see Gift Card Items).

26

Cash Out (First Data, Givex, Ceridian SVS) Only First Data, Givex, and Ceridian Stored Value Solutions allow cashing out of gift cards. To cash out a

gift card, do the following:

1. Press the ‘Gift Card Cash Out’ button.


Gift Card dialog

1. Enter the card number in one of the ways specified in the Taking Gift Card Payments section.

2. Press the Done button.

The cash drawer is opened and the amount of cash to issue is displayed on a dialog in the Register

application. Touch the dialog to dismiss it when you have completed the transaction.

Documents

Brink POS Gift Card Setup Guidecdn.brinkpos.net/docs/SettingUpGiftCardProcessing.pdf8383 Se ParTech, Inc. neca Turnpike, New Hartford, NY 13413 | p. 800.458.6898 | January 2020 —