P400 Pin-Pad Setup (How To)

P400 Pin-Pad
P400 Pin-Pad

Setting up the P400 Pin-Pad for use with credit cards and INTERAC has 8 basic steps:

  1. Pre-Preparation with Moneris
  2. Turn Off Power-Saving for Workstations Using the P400
  3. P400 Pin-Pad First Time Setup
  4. Update Moneris Merchant Account in Theatre Manager
  5. Create Device Record(s) in Theatre Manager
  6. Associate the P400 Pin-Pad via Hardware Setup
  7. Add Payment Method in Theatre Manager
  8. Test a Transaction with the P400 Pin-Pad

Each of the above has multiple steps which are broken out below.

Pre-Preparation with Moneris   Top

You will need a Moneris E-Select+ account to use the P400 Pin-Pad EMV device, herein referred to as the P-400 Pin-Pad.

If your organization already uses Moneris as your merchant provider then all that is needed is to contact your Moneris representative and order the number of P400 Pin-Pad devices your organization will need.

Artsman suggests having one P400 Pin-Pad for each box office window that will be selling tickets to in-person patrons. That said, Theatre Manager does allow the sharing of Pin-Pads between workstations, so it's up to each organization how they wish to set up the devices between box office stations.

If you do not use Moneris as your merchant provider, there are a few options:

  1. Switching your merchant provider to Moneris
  2. Keeping your existing merchant provider and adding a Moneirs E-Select+ account

If you are considering switching merchant providers to Moneris, Artsman suggests contacting the Theatre Manager CRM Team to talk through the Pro's and Con's of moving over to Moneris and what the logistics of switching merchant providers entail.

Once you have an E-select+ account, you must tell Moneris that you are using it with Theatre Manager because Moneris must provision it with their software. As part of this process, your team will need to work with the Moneris representative to get the required merchant account information and P400 Pin-Pad set up in the E-select+ account.

Important Note: Do Not allow Moneris to settle the EMV devices automatically. Theatre Manager will settle the device(s) at the End of Day.

Turn Off Power-Saving   Top

Turn Off Power Saving
  • The pin-pad requires a constant connection to the database while the authorization is occurring.
  • On macOS make sure that the computer is set to never go to sleep
  • On Windows make sure the ethernet connection is set so that the computer can't sleep
    • Open Windows Control Panel
    • Select Network and Internet
    • Pick Network Connections
    • Click the network card
    • Right-click and show properties
    • Click configure
    • Click on the Power Management tab and uncheck Allow the computer to turn off this device to save power
alt="Power
Power Saving

P400 First-Time Setup   Top

Download Moneris P400 Pin-Pad Quick Install Guide
  • Download the Moneris P400 Pin-Pad Quick Install Guide
  • This manual will walk users through the hardware setup steps 1a through 1f.
  • At Step 2 of the Quick Install Guide users can come back to this how-to-guide to continue the pin-pad setup process.
alt="Install
Install Guide

Select Language
  • On the "Which language would you like to use?" screen, select a default display language for the P400 PIN Pad:
    • To select English, tap English.
    • To select French, tap Fran├žais.
alt="Select
Select Language

Communication Settings
  • When the "Let's set up the communication settings" screen displays, go to the "Integration mode" parameter, and tap Select integration mode.
  • Tap OK to move on to the next step
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Communication Settings

Select Moneris Cloud
  • In the expanded "Integration Mode" drop-down, tap Moneris Cloud.
  • Tap OK to move on to the next step
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Moneris Cloud

Select Host Environment
  • Go to the "Host Environment" parameter, and tap Select host environment.
  • Tap OK to move on to the next step
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Host Environment

Select Production
  • In the expanded "Host environment" drop-down, tap Production.
  • Tap OK to move on to the next step
alt="Production"
Production

Select ECR Connection
  • Go to the "ECR Connection" parameter, and tap Select ECR connection.
  • Tap OK to move on to the next step
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ERC Connection

Select LAN
  • In the expanded "ECR Connection" drop-down, tap LAN.
  • Tap OK to move on to the next step
alt="LAN"
LAN

Enable the P400 PIN Pad to use dynamic IP
  • On the "Let's set up the communication settings" screen, tap OK.
  • Note: Dynamic IP is enabled by default; therefore, you do not have to configure any dynamic IP parameters.
alt="Dynamic
Dynamic IP

  • Leave the P400 Pin-Pad for the moment.

Update Moneris Merchant Account   Top

Open Merchant Accounts
  • Navigate to Merchant Accounts by going to Setup -> System Tables -> Merchant Accounts
alt="Merchant
Merchant Accounts

Open Moneris Merchant Account
  • Hit Enter on the keyboard, click the spyglass icon to populate the Merchant Account list window
  • Select the Moneris account and use the Open button in the toolbar, or double-click to open
alt="Merchant
Merchant Accounts

Input Credentials on Authorization Tab
  • Click on the Authorization tab
  • In the Associated Pin-Pads section
  • Enter the StoreID provided by Moneris
  • Enter the API key provided by Moneris
  • In the Misc Authorization Settings section
  • Change the Timeout to 90 seconds to allow for manual entry of card data for phone orders
  • Close the window to save changes
alt="Authorization
Authorization Tab

Device Record(s)   Top

Open Devices Menu
  • Navigate to the Devices menu by going to Setup -> System Tables -> Devices
alt="Devices
Devices Menu

Add New Device
  • Hit Enter on the keyboard, click the spyglass icon to populate the Merchant Account list window
  • Click the New button in the toolbar to add a new Device Record
alt="Devices
Devices Window

Select Device Type
  • Click the Device Type pull-down menu
  • Select Credit Card-EMV Pin Pad
  • Once selected the window will update for Pin-Pad only options
alt="Device
Device Type

Enter Pin-Pad Device Info
  • Enter a description with a suggested format including the Type, ID and location
  • For example: P400 - 61041516 - BoxOffice Stn 1
  • The Theatre Manager Merchant Account Number (click on the icon to the right of the field to lookup the Moneris Merchant Account number)
  • The Pin Pad Number provided by Moneris. This number is unique to each device (this is provided by Moneris as part of the P400 order)
  • Optional: Add text to the Device Notes that may prove useful in the future. For example, "Setup for use at workstation 3 in the admin office"
  • The remainder of the fields will auto-populate, including: Timeout, Pin Pad URL and Port
  • Click Save to update the record
alt="Device
Device Type Window

Power Cycle P400 Device
  • Place the devices where you think they will be best used for your box office and administration areas.
  • If not already done, physically plug the P400 Pin-Pad(s) devices in, power them up and connect them to your ethernet network.
  • The EMV devices will go through a startup process and should eventually show a screen with a Pair Code.
alt="Plug
Plug In Device

Pair Device
  • Click the Pair button
  • This will open the Pair Device window
  • Refer to the P400 Pin-Pad being setup, write down the Pair Code displayed on the device
  • Enter the Pair Code that you see on the device to associate it with this record. After pairing, the device should go to a ready mode.
alt="Pair
Pair Device Window

Hardware Setup   Top

Open Hardware Prferences
  • Navigate to Hardware Preferences menu by going to Setup -> Hardware Preferences
  • This will open the Timezone and Hardware Devices Associated with this Computer window
alt="Hardware
Hardware Preferences

Select EMV CC Swipe
  • Click the icon next to the field for EMV CC Swipe
  • This will open the list of P400 Devices that have been successfully setup
  • Select the Device that this workstation will use
  • Click OK to confirm the changes
  • Reminder: P400 Pin-Pads can be shared between users
alt="Hardware
Hardware Window

Payment Methods   Top

Open Code Tables
  • Navigate to Payment Methods in Code Tables by going to Setup -> System Tables -> Code Tables ->
  • This will open the Code Tables window
alt="Code
Code Tables

Add New Payment Method
  • On the left-hand side of the window click on Payment Methods
  • Once selected the right side of the window will display current options
  • Click on the New button in the toolbar to add a new option
alt="Payment
Payment Methods

Add Details for Debit Card (INTRAC)
  • Enter "INTRAC" in the Payment Code field (code is case sensitive)
  • Enter a description in the Payment Method text field (this can be whatever best describes what your patrons would recognize as a debit card)
alt="Payment
Payment Code

Enter GL Account #
  • Click on the icon next to the GL Account # field to open up the GL Accounts window
  • Select the account you wish to post Debit Card payments to
  • In this example we using GL# 1090-0, but the GL# will be specific to your organization
  • Optional: Set the Sort Order
alt="INTRAC
INTRAC Settings

Set Payment Type to Credit Card
  • Select Credit Card for the Payment Type
  • Once you do the Mandatory Fields will become available. Set all the bullet points to Yes
    • Require Card Number = YES
    • Require Authorization Number = YES
    • Require Credit Card Expiry Date = YES
    • Require Credit Card CID/CVV2 = YES
    • Authorize Via Merchant Provider/EMV Device = YES
alt="INTRAC
INTRAC Settings

Set Payment Type to Credit Card
  • Click on the Merchant Charges tab
  • Click on the icon next to the Merchant Account# field to open up the Merchant Account List window
  • Select the Moneris account
  • Click Save and close out of the window
alt="INTRAC
INTRAC Settings

Test Transaction   Top