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Setting up the Genius Handheld with Cayan on your iPad

This article explains how to:

 

  • Configure your Cayan gateway
  • Set up your EMV-enabled Genius Handeld payment terminal

Genius_Handheld.png

The main setup steps involved are:

  

  1. Connecting the Cayan Genius to your network
  2. Updating the Genius app
  3. Configuring your Cayan gateway
  4. Adding the Genius Handheld
  5. Processing a test transaction

 

 

 

Note: Click here for instructions on how to set up the Genius Handheld payment terminal for use with Cayan on a computer.

 

What you'll need

Before setting up your payment processing with the Genius Handheld, you need your Cayan POS credentials:

 

  • Name
  • Transaction Key
  • Site ID

 

Cayan typically emails POS credentials to their merchants. If you never received your POS credentials, please contact Cayan.

 

 

1. Connect the Cayan Genius to your network

The Genius Handheld payment terminal is connected to your network using Wi-Fi. By default, your network assigns a dynamic IP address to your terminal. You will need to know this IP address to add the terminal in Lightspeed Retail.

You can also assign a static IP address to your terminal. This may be a requirement for your network. It can also ensure that your terminal's IP address stays the same if you experience network connection issues.

 

Connect the terminal to your network

  1. To power on or wake the terminal from sleep mode, press the power button on the top of the terminal.
  2. To unlock the terminal's screen, swipe the lock icon in any direction.
  3. On the terminal's home screen, tap Settings > Wi-Fi.

    Screen_Shot_2017-04-10_at_4.33.26_PM.png

  4. If Wi-Fi is not on and blue at the top-right, swipe the toggle to the right to enable it. 
  5. From the list, tap your network's name.
  6. Enter your Wi-Fi password.
  7. Tap Connect.
  8. To return to the home screen, tap Screen_Shot_2017-04-10_at_2.52.40_PM.png .

 

Find the terminal's IP address

  1. From the device's home screen, tap genius.png . 
  2. On the top-right, tap Screen_Shot_2017-04-10_at_2.52.46_PM.png to open the Admin screen.

    Screen_Shot_2017-04-10_at_2.52.58_PM.png

  3. Take note of the IP address displayed under My IP Address. You will need it to add the terminal in Lightspeed Retail.

    myip.png

  4. To run a network test, tap TEST.
  5. If the network test displays Pass, tap OK.
  6. To return to the red Genius by Cayan idle screen, Tap Screen_Shot_2017-04-10_at_2.53.54_PM.png .

 

 Assign a static IP address to your terminal (optional)

  1. To power on or wake the terminal from sleep mode, press the power button on the top of the device.
  2. To unlock the terminal's screen, swipe the lock icon in any direction.
  3. On the terminal's home screen, tap Settings > Wi-Fi.

    Screen_Shot_2017-04-10_at_4.33.26_PM.png

  4. If Wi-Fi is not on and blue at the top-right, swipe the toggle to the right to enable it. 
  5. From the list, tap your network's name.

    NOTE: If your network's Status displays as Connected, tap Forget and select it from the list again.

  6. Enter your Wi-Fi password.
  7. Swipe up and select the Show advanced options checkbox.
  8. Swipe up and from the IPv4 settings drop-down, select Static.

    Screen_Shot_2017-04-10_at_4.43.36_PM.png

  9. Swipe up and in the IPv4 address field, type the static IP address you want to assign to your terminal.
  10. Tap Connect.
  11. To return to the home screen, tap Screen_Shot_2017-04-10_at_2.52.40_PM.png .

 

2. Update the Genius app

Make sure that your Genius Handheld terminal is running the latest Genius app version.

  1. On the device's home screen, tap the Cayan Files icon.

    Screen_Shot_2017-04-10_at_4.07.12_PM.png

  2. Tap Screen_Shot_2017-04-10_at_4.30.22_PM.png > Update Repos.

    Screen_Shot_2017-04-10_at_4.07.16_PM.png

  3. If an update is available, tap Update Install.

 

3. Configure your Cayan gateway

  1. Open the Retail POS app.
  2. Enter your username and password and tap Sign In.
  3. From the Manager tab, tap Settings > Payment Processing.Frame__23_.png
  4. Tap + Add Payment Gateway. 
  5. From the Gateway drop-down list, select Cayan. The options for the gateway should display.
  6. Under Assign a Name, enter a name for the gateway.
  7. Under Gateway Credentials, enter your Cayan POS credentials (Name, Transaction Key, and Site ID).
    Note: We recommend copying and pasting your credentials. If you do, also make sure that there are no leading or trailing spaces in the fields.
  8. If you have a multi-store account, under Select Shops, select all the shops that will use the gateway.
  9. Under Security Options, select Allow Credits if you want to be able to make a refund to a credit or debit card if a customer doesn't have a sales invoice.
    Note: When you do this type of refund, you must swipe the card for the refund to take effect. Manually entering credit or debit card numbers isn't supported.
  10. Under Credit Card Mapping, for each of the credit and debit card types, select how the corresponding card type will appear on sales receipts and sales reports. For example, if you created a custom Visa payment type, selecting it from the drop-down list for Visa will mark all Visa sales as Visa.
    Note: You'll continue to use the Card or Credit button during a sale. Your terminal will automatically detect the kind of card used and register the sale in your system according to these mappings.
  11. At the top-left of the screen, tap Save.
  12. At the top-right of the screen, tap Done to return to the Manager screen.

 

4. Add the Genius Handheld

Lightspeed Retail POS is designed to save all the terminals that you've added to your Cayan gateway in a shared list between your computers and iPads. This facilitates terminal setups in the future if you use Lightspeed Retail POS on multiple devices. If terminals are removed from your Lightspeed Retail POS account using your computers or the Manager tab on your iPads, the list is updated on all your devices.

To add the Genius handheld in Retail POS:

  1. On the Profile screen, under Devices, tap Payment terminal.Frame__14_.png
  2. Tap Add payment terminal... Frame__26_.png
  3. Enter the terminal's IP address and tap Next.
  4. Enter the terminal's name and tap Next.
  5. Enter the terminal's Terminal ID (optional) and tap Next. A checkmark should appear to the left of the terminal's name to indicate the connection between your iPad and terminal was successful.Frame__27_.png
  6. Tap Done to return to the Profile screen. 

 

Your payment terminal should now display on the Profile screen.

Frame__16_.png

 

5. Process a test transaction

  1. On the Profile screen, tap New Sale.Frame__22_.png
  2. Scan or search an item to add it to the sale.
  3. Tap Card.Frame__28_.png
  4. Process a credit or debit card at your terminal.
  5. Once the screen displays Payment Successful, tap Finish Sale.Frame__20_.png

 

You're now ready to accept credit and debit card payments from your customers with Cayan!

Note: To learn how to refund the test transaction, click here.

 

What's next?

Along with paying for a sale with a credit or debit card, Cayan supports many other payment features. We recommend you explore the articles below to familiarize yourself with them:

  • To learn how to process refunds and exchanges, click here.
  • To learn how to add deposits, refund deposits and make payments to customer accounts, click here.

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