How to Edit Register Settings

Using the Vital Mobile app, you can easily edit the settings for you register. The settings you change here will only be unique to the register you are logged into. The Register Settings Screen can be accessed by pressing the pressing the More Button on the Home Screen, and then selecting the Register Settings options from the pop-up that appears. This screen allows you to add, edit, connect, and configure various devices with your Vital Mobile app.

HOW TO ASSIGN A PAYMENT TERMINAL TO A REGISTER

Payment Terminals are an essential part of processing credit transactions for merchants of all types.

On the Payment Terminal section select the Setup button to begin the setup process for your terminal.

Next select the Card Reader you wish to add in the Choose reader section.

A Device Connection pop-up will appear asking which connection type you with to connect with. Select either Audio Jack or Bluetooth. You may also select the Back button to return to the previous screen.

If you select Bluetooth a Bluetooth Connection pop-up will appear. Ensue that the Bluetooth option is enable on the mobile device you are using and then select the Continue button.

The application will proceed with preforming the setup and pairing process. Select the Cancel button at any time to cancel the pairing process and return to the prior screen.

On completion of Payment Terminal Setup, the new options will become available: Update, Test, and Reset.

Select Test check the connect to the current terminal.

QUICK SUMMARY

  1. Select Setup or Update to setup a payment terminal.
  2. Select the Card Reader of your choice from the list.
  3. Select the Connection type for the selected Card Reader If Bluetooth, ensure that Bluetooth is enabled on the device.
  4. The Setup and Pairing process will proceed and return you to the Register Settings screen.
  5. Select the Test button to test the connection

HOW TO ASSIGN A RECEIPT ORDER NUMBER

Order Numbers on printed and emailed receipts can be confusing when using more than one register at a single location. This is because the order numbers automatically default to a numerical value that is sequential, starting at 1, and will increase with each new order generated. These numerical values will be reset whenever a batch is closed and a new batch is opened for a register. To help prevent there from being multiple orders with the same order number you can assign a prefix number to the order numbers. The prefix is a two digit number that is added to the beginning of the order number and will be unique to each register. By setting the prefix for each register differently you will then be able to easily distinguish between orders that are placed from multiple registers.

On the Printers screen, click the Order Number Series text box, on the Receipt Order Number section, and then enter a unique one or two digit number that you wish to become the prefix to the Order Number. To the right of the Order Number Series text box there is a Order Number Preview box. This display an example of what the Receipt Order Number will look like on a printed or emailed receipt when an order is generated. Click the Save Button (represented by a Check Mark) at the top right of the screen.

Note:

Order Number Series functionality is only available in versions 6.16 or newer of the POS application.

Quick Summary

  1. Press the More Button on the Home Screen and choose Register Settings
  2. Click the Order Number Series text box.
  3. Enter a unique one or two digit number that you wish to become the prefix to the Order Number
  4. Preview the example in the Order Number Preview box
  5. Click Save Button (represented by a Check Mark) at the top right of the screen