Marry your storefront, back office and online selling. “Roles” is a function of the timeclock component of Vital. Click on a solution to learn more. Once you’ve located, scanned, or hand entered the item, you’ll simply add it to the order and press “checkout” whenever you’re ready to complete the sale. TSYS TSYS Compatibility List. Vital POS Addition To The TSYS Merchant Status Page Resolved - We are pleased to announce that the Vital status page notifications will now be rolled into the larger TSYS Merchant Status page. Note that Vital also includes an option to automatically create screen layouts. It’s good practice to get in the habit of syncing whenever you’re done making a change or series of changes. It also notes when the shift started and how long the employee has been on the clock/getting paid. (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.) Both systems support all the features of the Vital POS app and the Back Office portal. In the meantime, I decided to try setting up the machines myself. The Clover system does not. The only difference in accessories relates to PIN pads. Vital includes a lot of great features like an integrated timeclock and inventory manager. Fortunately, even though I didn’t set things up in the optimal way initially, it’s fairly easy to make changes without deleting everything you’ve done and starting over. Tested & Approved Class A POS Apps. 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. These cloud-based products help merchants do more than just accept payments. Ideally, you should only use the machine on battery power as a last resort. It’s where you’ll want to start when you first get a new Vital POS system. to this representative inviting him/her to 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. Our software will automatically update the quote’s cost estimate to include any expense associated with the product you add. However, one things to keep in mind is that gratuities can affect the auto-batch process. If you haven’t closed out the batch that contains the transaction you’re refunding, it’s called a void. If a user is in multiple groups, they’ll have access to all of the functions that those group members can access. Both systems include the POS app with all functions, and the full Back Office. The Vital system also features a built-in receipt printer. This option comes in handy for employees that perform work in one role part time and another role the rest of the time, with different pay rates for each role. 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. You won’t need a separate device for those. TSYS makes no representations or warranties about any other website which you may access through this one. The Vital brand’s initial offering includes Vital POS, a full-featured, cloud-based point-of-sale solution. The free newsletter covering the top industry headlines. Register now and access all the features! The POS system can automatically create your screen layouts from the categories and subcategories you create for consistency and faster setup. (Such as the ability to offer refunds without management approval.). 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. Your processor may charge more or less depending on other terms of your deal and options you select. The company has two primary areas of business. create our product content: There are actually two options for Vital POS systems – the Vital Select X8 and the Vital Select E13/E15. Switching to a solid black logo resolved that issue. The checkout screen is also where you’ll see the option for “split balance.”. “Cheese” would be the modifier to the item “hamburger.” You’ll have the option to set a cost for modifiers as well. Learn More. It’s Vital’s inventory management module, and it’s where you can set up your item catalog or menu. Other equipment in the Vital line (including the Mobile and Plus X5) does not support an employee timeclock. Here are just a few of the useful features: Intuitive sales reporting helps you track business performance However, when you go to actually process a payment, it will not work unless both devices have an ethernet connection. TSYS believes it can go toe-to-toe with the rest of this crowd, but there are risks. Since Vital runs on an Android operating system, it will likely feel familiar to you if you’ve ever used an Android phone. However, if you have more than a handful of items, sorting them by screen layout will allow for quicker staff entry. With hardware explained, let’s move on to the features and functions of the systems. That means that you’ll need to close out your batch in order to send transactions to your credit card processor. The X8 has a built-in receipt printer and a built-in barcode scanner. You’ll then be able to add the employee’s pay rate. it’s a good idea to use role names that relate to groups you want that role associate with. However, every feature is available on the Vital Select X8 and Vital Select E13 POS systems. email, you can also provide your unique However, you can add or delete any groups you’d like. From there, you can take payments for the split payment. “It’s been a good all-around experience,” said Jamie. , including a cloud-based point of sale suite, aimed at small- and medium-sized merchants, according to a company press release. quote in an apples-to-apples format with You can update the text that prints on receipts through your Vital Back Office portal. Our point of sale (POS) solutions are designed to meet your unique needs. Read more about how CardFellow makes money. By signing up to receive our newsletter, you agree to our, Fiserv is in the process of acquiring First Data, 17 retailers that could go bankrupt as the COVID-19 era wears on, The running list of 2020 retail bankruptcies, A timeline of how the pandemic hit retail, Ulta announces corporate layoffs, merchandising restructure, By the numbers: Holiday retail sales in 2020, Ads on Facebook may not be that important for brands after all, Forrester data shows, Raising the B2B Bar: Bringing B2C Growth and Opportunity to B2B Ecommerce, Digital transformation in the era of e-commerce. The terminal is a host unto itself. The grey back panel on the machine is removable. Please talk to your TSYS independent sales agent for more details. If that feature is important to you, you’ll need to use one of the Select POS systems. Otherwise, the Vital Select X8 is a good choice. The sales screen is where you, well, enter sales. Vital®: The seriously smart point of sale. Not a member yet? If necessary, you can open the drawer manually using a small latch on the underside of the POS system. Earlier this month, Square also. (The devices I had trouble setting up myself were easily taken care of by the Vital team during my phone training and were related to having so many devices on my account.). 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. 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. The E13 has a larger main screen (13”) as well as a larger “base,” which is actually the built-in cash drawer. When you click “split balance” you’ll be given the choice of how many ways to split the remaining total. (Staff can be restricted from accessing settings.). Subcategories – Heels, Boots, Sandals, Sneakers, Flats For the purposes of this review, I’ll refer to the E13, as that is the one I tested. Aside from physical size, the two machines are pretty similar. You can also exempt certain orders from tax, and view reports of tax-exempt sales. If you have the PAX S300 connected to the E13, the screen will prompt you to insert the card (or tap a smartphone) to the PIN pad. The Select X8 offers almost all of the same functions as the E13, but in a more compact machine. 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. The X8 customer-facing signature capture screen. On items that you enter manually, you’ll have the option to apply tax or you can set the system so that tax will apply automatically. Vital Back Office gives you access to the management tools, reporting, and insights that help you better manage and run your business – through any web browser – whenever you want and wherever you are. Let’s go over the “sales” and “management” POS functions. You can even add a logo for consistent branding. “Non-alcoholic” under the category “Drinks.”. “must be 21 to purchase”), dietary warnings (e.g. Any of the settings you define by group will apply to all users in that group. Marry your storefront, back office and online selling. Login. We don’t have to wait on hold for a long time to get somebody.” Choosing “refund items” allows you to select only particular items to refund, while “full refund” returns the entire original transaction amount. For example, here’s a screenshot showing the Transactions permission category. Vital Back Office for Vital Mobile will help you with all of the real-time reporting you need to run your business using a compatible smart phone – anytime, anywhere. Features: Contactless ; CVV (Visa & MasterCard) Category: The main group(s) to which an item belongs, e.g. If those aren’t set up yet, you’ll have to go back into the item later and add them (or even move the item to a subcategory if you originally place it under a different category) which creates extra work for no reason. The only required fields to add an item are name and price, but you can also include your cost (for margin reports), MSRP, item codes / models / part numbers, manufacturer details, item description, and whether the item should be taxed and if it’s eligible for discounts. You can also select any “item alerts” that apply. Fill out our two-minute signup form to get started and receive access to CardFellow-exclusive member pricing. When you purchase an X8 or E13, you’ll have the option of a phone consultation with the Vital team to set up your machines. As noted above, a physical difference between the two machines is size. See Details . All “types” of card payments, including credit and debit, magstripe, contactless, or EMV chip, are simply under the “card” payment method. Vital POS leverages technology and other elements that TSYS obtained with last year’s acquisition of iMobile3, TSYS said in the release. 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. TSYS will need to prove that Vital POS delivers something better or different than the throng of other competing products. You can connect a PIN pad to the E13 if you want to accept PIN debit cards or contactless (NFC) payments. If you’d like the cash drawer to open upon printing a receipt, you can set that up (through the register settings) as well. Retail. the other's you've received. The screen will tell you that the drawer has opened and prompt you to click “finish transaction” to indicate you’re done handling change and processing the sale. Delete them if they’re mistakes or you want to completely purge them from your system and records. TSYS Merchant Solutions is a registered ISO/MSP of Wells Fargo Bank, N.A., Concord, CA; Synovus Bank, Columbus, GA; and Deutsche Bank, New York, NY for Visa and Mastercard transactions only. In the screenshot above, you can see the options to add a header and footer to receipts. TSYS’s Vital point of sale systems give you a feature-rich POS app in sleek, modern-looking hardware with color touchscreens. Cash2Card, Self-Order, Touchless, Interactive Digital & "Immersive" Technology at NRF 2021 a... Stylitics Names Dan Schultze Vice President of Product, Barneys at Saks: Resurrecting a Luxury Legend, How the fortunes of DTC startups and pay later apps are intertwined, Instacart Offers Employees $25 to Get COVID-19 Vaccine, Delivering Profits in Omnichannel Fulfillment, 3 Vulnerabilities of Location-Based Marketing Data. I’ll explain what I did and what you should do instead so you can learn from my mistakes. It’s easy to add a product to the competitive quotes you already have! offer you a quote. 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. Yup, me.). Want to use the numbers? As you may have guessed from the plus sign in the screenshot above, you can add additional roles to a single user. Mobile POS apps typically have fewer features than full point of sale systems, and that’s true of the Vital Mobile. In that case, you could create a modifier set such as “Burger Toppings” and add all of the modifiers that relate to your hamburger. The Vital brand’s initial offering includes Vital POS, a full-featured, cloud-based point-of-sale solution. 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. The machine also offers a customer-facing screen for displaying the price, accepting NFC (contactless) payments, and capturing customer signatures. (The only difference between the E13 and E15 is the size of the screen – 13” vs. Optional accessories (such as a cash drawer for the X8, or kitchen printers) cost extra. You don’t have to sync after every single change, but sync when you’re done making all of the updates / changes you’re making. 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. (Including a lifetime rate lock and independent statement monitoring to ensure you’re paying as little as possible.). You can choose whether to allow permission to all of the functions, none of the functions, or specific functions. There are two “components” to Vital POS systems: the POS app and the Back Office portal. POS systems add tremendous value when cashflow is vital to your operations. That will display any modifier options assigned to that item. 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. When you add an item to your Item Library, it will be marked “active” by default. The key to smooth Vital operation is syncing. Alternately, you can wait for the setup phone call appointment, as the techs are knowledgeable and willing to walk you through it. The X8 is smaller, featuring an 8” main screen and a 4.5” customer-facing screen. We receive small commissions from TSYS if you sign up for their credit card processing services through the CardFellow marketplace. If you choose that option, the system will create a layout for each category and subcategory that has at least one item assigned. I had to enter items manually or search for the item. However, many different processing companies run on TSYS’s platform, meaning there are plenty of ways to obtain a Vital Plus X5 and credit card processing. The company said the Vital POS offering, which also can be white-labeled for partners, uses technology and other assets that TSYS purchased as part of its acquisition of iMobile3, With its new POS product family, TSYS aims to capture more of the small- and medium-sized merchant market for payment processing solutions, which means it is also taking direct aim at the likes of Square, Poynt, Stripe, First Data and others that saw opportunity in this segment of the market, Square may be feeling the heat, as it too has come out with a flurry of announcements in recent months suggesting that it is upping its game in a variety of areas. 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. The “More” option gives you options for contacting customer support and for accessing settings for this particular register. Poynt, for example, which was founded by a former Google executive, raised about $100 million in funding late last year. Voids don’t require swiping the original credit card used in the transaction. However, CardFellow has a partnership with TSYS, the owner of Vital. Not yet familiar with screen layouts and categories, I didn’t assign the item to any groups. The system splits permissions into several categories, each with multiple functions. Fortunately, there are many different companies that can offer the Vital POS system. By contrast, the X8 has a built-in reader for magstripe, EMV chip card, and contactless payments. A simple in-store solution that lets a merchant run their business from a single, all-in-one countertop solution. Both systems use the same point of sale app and the Vital Back Office portal for management functions. The Vital POS line-up includes Vital Mobile, which has an EMV card reader and runs on a business owner’s mobile phone or tablet; Vital Plus, aimed more at merchants looking to replace countertop payment terminals and electronic cash registers; and Vital Select, a full-featured POS system with discount, pricing and inventory management support appropriate for retailers with one or more brick-and-mortar locations. Explore Restaurant Solutions. “Anytime we have questions on Vital, we’ve been able to get ahold of someone pretty quickly. Pay rates are specific to employees – they do not apply to roles overall. Try to be as descriptive possible about your experience. Then, in the resulting pop-up window browse the processor’s inventory and easily ad any product with one click. Let everyone know what you think about this product. Marking an item inactive will remove it from the order entry screen that staff sees, but retains all of the pricing information and other details you’ve entered. However, it can be more or less at your processor’s discretion. I was able to complete the refund without the original credit card. You can set staff permissions as specifically or as generally as you’d like. “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 reader is located at the top of the customer-facing screen, as seen in the image below. Alerts include age restrictions (e.g. TSYS Merchant Solutions owns the Vital line, and the devices only work on TSYS’s platform. Heartland offers mobile credit card processing services with the highest level of payment security. The E13 does not have a battery. It can run on battery power, but some functions (like the printer) only work while plugged in. While Transactions can provide some of the same information as the Analytics section, it also provides an exportable list of your transactions. Marking inactive is not the same as deleting an item, which will remove it from the system entirely. It’s important to get set up with the correct tipping version for your business. Questions are generally posted within 24-48 hours, and answers are added as they are submitted. CardFellow members receive industry-leading low costs and include protections not readily available in the open market. The Discounts option allows you to set recurring discounts, such as military, senior, or student discounts. Front front-of-house to back, from kiosks and mobile point of sale to guest apps, gift cards and loyalty, we’ve got you—and your customers—covered. Items can belong to multiple subcategories if relevant. The Vital system also supports staff timeclock on compatible devices. Modifier Set: A group of related modifiers for an item. Vital has options for both “retail” tipping (gratuities that are left at the time the card is run) and “restaurant” tipping (gratuities manually adjusted to a transaction later.) If you’re not sure how to do something, chances are you can find an explanation on the Vital help site. From buy online and pick up in store to auto-reorder and in-aisle purchases, TSYS makes it possible for businesses to deliver the outstanding unified commerce experiences customers demand. Vital Mobile App and Portal. By default, Vital offers 4 groups: admin, manager, server, and cashier. Ask for a quote. (Meaning, you simply set permissions once – for the group overall – and any employees you add to that group will have the group’s permissions.). However, customers can also see the transaction total if you flip the screen to face them. (Note that if you’re looking at reports by item, that can cause difficulties. 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