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Setting Up A Bluefin PAX Account and Pin Pad

  1. Connect the device to Ethernet and Power.
  2. If your organization uses a Managed Network, send a message to your Network Admin asking them to make a reservation on the network for each PAX Device and to send you both the IP Address for each device and the Device ID/Name that is listed in the DHCP. Otherwise, open the management interface for your Router and set up a Reservation for the devices there. With either a Managed or Unmanaged Network, be sure to record the Device ID/Name. It will be used in Step 18.
  3. Next, login to Agile Administration.
  4. Click the House Icon and expand the Accounting folder.
  5. Select Merchant. At this time, if Bluefin provided you a Merchant ID, have it ready. You will need it for the next step.
  6. Right-click in the right-hand window, hover over "New" and then in the pop-out menu select "Vital/TSYS".
  7. The new window is where you will set up the new Merchant. Name the Merchant "ORG NAME Bluefin PAX". 
  8. The only section we suggest pulling from any documentation provided from Bluefin is the Merchant Number (if it was provided). Otherwise, put twelve 0's. 
  9. Put 0's in all the other sections except Zip Code, Category Code, and Country Code. The three specifically mentioned fields can be filled with any Zip Code, the letter D, and the letter A respectively.
  10. Check both the Card Holder Present Box and the Retail Terminal Required Box.
  11. Hit Apply
  12. A new Tab will have appeared and will be called "Terminals". Click on this tab.
  13. In the new tab right-click in the top blank window and hit "New"
    1. For the Pax Terminal ID, type the Device ID/Name which was displayed when connecting the PAX Terminal to your network and which you were asked to record in Step 2.
    2. Make sure the Connection Type drop-down menu is set to TCP
    3. The TCP IP is the IP Address you or your Network Admin. Set the reservation up for the device on your network.
    4. The TCP Port is 10009.
    5. Hit Apply and Ok
    6. Repeat for all other PAX Terminals
  14. In the top left corner of the screen, click the Buildings icon. Then, click the Settings Icon and select Locations. In the upper box, select the Location with the same Name as the Organization and then locate the Terminal in the lower box.
  15. Right-click on the Terminal and select Properties. 
  16. In the Terminal Properties window, select the CC Terminal tab.
  17. Checkmark the Merchant EMV Terminal box
  18. Select the PAX device from the drop-down menu that the Terminal will be using.
  19. If you don't want your Box Office personnel entering any Credit Card info into Agile manually, you can check the Credit Card Entry Restricted box.
  20. Click Apply to save your changes and OK to close the window.
  21. Select the House icon. Click the Accounting icon and select Payment Methods.
  22. Here, we will need to switch the Card Present Merchant Types to the Bluefin Merchant for all the AMS credit card Payment Methods.
    1. Right-click on the Payment Method and hit Properties
    2. In the drop-down menu beside Cardholder Present Merchant, select Bluefin.
  23. Click Apply to save your changes and OK to close the window.
  24. In the top left corner of the screen, Select File and click Switch to Agile Sales. 
  25. At the top of the screen, click the PIN PAD/PAX menu and select Init. When you click Init it is possible that the system will appear to freeze. This is normal  Do not try to close the program. Watch the device to see when the Init function has finished, and then you will be able to continue using the application.
  26. Run a test transaction to verify that everything is working correctly.

 

Addendum:

  • NFC/Apple Pay/Google Pay/Chip Reader/etc. usage depends on the merchant processor being used by Bluefin. If the client wishes to use these functions, they need to contact Bluefin.
  • If you are setting up multiple terminals, once you reach the end of the instructions return back to step 12 and continue until all terminals are added.

 

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