If you are using Access and have a managed service / account manager, the following steps will likely be carried out by the Access support team.
However, if you are self-managing your installation, this guide will help you configure your Access POS to work with Toggle. You will need the supplied API credentials from the Toggle support team.
Note that configurations do vary from installation to installation, so this is an approximate guide only. This guide also assumes some prior knowledge of configuring and managing Stocklink/POSlink. If you need further support, please speak to your Access representative or refer to their online documentation.
Setting up the interface
1 - On Stocklink navigate to POS Control > Interfaces and select a location.
2 - Select to load Record Type 2: Toggle.
3 - Populate the fields with the username, password and merchant reference provided by Toggle.
4 - Populate the Unit ID with the matching EPOS site reference from your Toggle account for this location. This identifies this particular physical location to Toggle for subsequent transactions.
5 - Bulk update to other locations as appropriate and amend Unit IDs at each location to match Toggle locations.
Setting up the media
1 - On Stocklink navigate to POS Control > Media and select a location.
2 - You can create a new media or change your existing gift card Media Type to Toggle Gift Card.
3 - Add the media key to the payment keyboard.
4 - Bulk update the media and payment keyboard to other locations as appropriate.
Setting up a mag-card configuration (only required for physical swipe cards)
1 - On Stocklink navigate to POS Control > Mag Card Configuration and select a location.
2- You can create a new mag card rule or change your existing gift card rule type to Toggle Gift Card.
3 - If migrating from another system, complete the Toggle import process before switching over.
4 - Bulk update to other locations as appropriate.
Setting up Gift Card PLUs (only required for selling physical swipe cards on location)
1 - On Stocklink navigate to POS Control > PLU and select a location.
2 - You can create new PLUs or change your existing PLU’s Credit PLU Type to Toggle Gift Card.
3 - Add the PLUs to main keyboards and bulk update to other locations as appropriate.
Setting up Global Flags
1 - On Stocklink navigate to POS Control > Global Flags and select a location.
2 - Ensure Flags 1 > View Options > Swipe Only On Gift Cards is disabled.
3 - Bulk update global flags as appropriate.