How to Add a Device Under an Existing Merchant on the iPOSpays Portal

This document explains how to add a new device under an existing merchant and store in the iPOSpays Portal so the device is ready for configuration and transaction processing.

Steps to Create a TPN

Step 1: Log In to the iPOSpays Portal

Log in to the iPOSpays Portal using your ISO or Agent Office credentials.

Step 2: Access the Merchants Module

From the left-hand menu:

• Click Merchants

• Search for the merchant using DBA, name, or phone number

• Select the merchant from the results

Step 3: Add a Device

• Click Add Device. The Add Device configuration page opens

Step 4: Configure Device Details

• If the merchant has multiple stores, select the store under which the device should be added

In the Add Device screen, provide the following information:

1. Manufacturer – Select the manufacturer based on the solution being offered.

Examples:

• Q Series / P Series – For physical payment terminals

• CloudPOS – For virtual terminals

• Apple - For Tap on Phone on iPhone

• Android Phone – For Tap on Phone on Android

2. Device Model – Select the specific device model provided to the merchant.

3. Application Sign – Select the appropriate application sign (for example, Credit Debit).

4. Assign Template (Optional) – This feature displays any previously saved templates under your account, allowing you to apply those configurations to the newly created TPN.

5. Routing Type – Select the routing type.

• By default, Simple is selected.

6. Processor – Select the required processor.

• This example demonstrates configuration using the TSYS processor. Separate configurations may apply for other processors.

7. TPNS – Note the value displayed in the TPNS field.

• This is the device’s unique identifier and must be recorded for terminal activation.

8. Device Label (Optional) – Enter a device label for easy identification.

• This helps the merchant recognize the device without remembering the TPN.

9. BIN – Enter the BIN using the VAR sheet information.

10. Promo Code (Optional) – Enter a promo code if applicable.

Step 5: Configure Fee Profiles (With Fee / Without Fee)

Two fee profiles are available:

• With Fee

• Without Fee

Configure With Preferred Profile (With Fee or Without Fee)

1. Select With Fee or Without Fee from the Profile drop-down.

2. Enter the required details using the VAR sheet, including:

• MID

• Agent

• Chain

• Store

• Term No.

• Term ID

• ABA Number

• SETT. Agent #

• Debit Sharing Group

3. Ensure all required values are entered exactly as provided in the VAR sheet.

Step 6: Finish Device Creation

• Click Save after completing all required fields

• A TPN is generated automatically

• Note down the TPN—it is the device’s unique identifier

Step 7: Edit Device Parameters and Processor Information

After the TPN is created:

1. Go back to the Merchants Module

2. Search for the merchant again and select the correct merchant record.

3. In the Devices / TPN section, click the TPN (hyperlinked) to open the options menu.

4. Select Edit Param to update device parameters.

• Update the required settings as required.

• Click Save to apply the changes.

5. From the same TPN menu, select Edit Processor Info (if processor details need to be updated).

• Update the processor configuration as required.

• Click Save to confirm.