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Getting Started

By Ava Oscuro
8 articles

Enlite Setup Process: Step by Step

STEP 1 Setting up prices 1. Please complete the Price list excel template provided by our Team. 2. We suggest having no more than 27 categories and no more than 9 items per category, if possible. This will help your team be more efficient when detailing invoices. STEP 2 Importing customer list 1. Use the customer list excel template provided by our Team to fill all your Customer Info details. 2. Try to add the most current and accurate data into the template. 3. Avoid having records of customer you have not seen in the last 3 years. You’ll thank us later! STEP 3 Setting up printers 1. Please confirm your models are supported by Enlite POS. 2. If you’re buying new hardware, there is a list of suggestions our Team can send you before you make your decision. 3. Make sure the printers’ drivers are installed and everything is correctly connected to your computer(s). 4. Download AnyDesk so we can work remotely on your computer. (This will be helpful in the future, for Training, fixing issues, checking processes with you, etc.). Click here to download 5. Schedule a Printers Setup Session with one of our Customer Support agents. 6. During the call, we will make sure that everything prints correctly and that all your requirements regarding printouts are covered. 7. If there are changes to be made, a time frame will be discussed according to what needs to be modified. STEP 4 Integrating payment solution 1. Check the list of payment processors we support: Click here 2. Please confirm who you will use for payment processing. 3. We will then ask you to get a couple of details from your payment processor so we can complete the integration. 4. Schedule a Payment Integration call with one of our Customer Support agents. 5. We’ll test with you and you’ll be READY FOR TRAINING STEP 5 Training 1. Decide who will receive training and the best day and time for our call. 2. We will have up to 3 1-hour sessions that we like to divide into: 1. Front office 2. Back office 3. Specific questions and doubts regarding the System IMPORTANT NOTE: We can already send the Front Office Training as soon as we have received the price list or customer list Your Training session will be scheduled once the first 4 steps above have been completed.

Last updated on Jul 17, 2024

Payment Integration Overview

Quickly and securely integrate your payment processor with Enlite. Key benefits: - Streamline your payment processing right inside Enlite. - Authorize credit cards and debit cards. - Increase security with PCI-compliant processing solutions - Store customer payment information securely - Accept payments from the Enlite Customer Mobile App Traditional Payment Services - BOLD - EVO - TSYS - Priority Payments - CardConnect Online Payment Services - MX Merchant - Authorize.net - Genius - Square - Stripe - PayPal - Payroc Payment Terminals Supported - Dejavoo Z9, Z10, Z11 (Registered with SPIN PROXY) - PAX S300 (Semi-integrated) - Genius - Ingenico Frequently Asked Questions - Can I use my own payment processor? Depends. We like for people to use the payment processor they are comfortable with. Enlite connects with most payment processors through a gateway, like Authorize.net. Let us talk to your provider and we will determine if the connection is possible. - I don’t see my payment processor on this, what can I do? Let us know who you are using and we can see if integration is possible. In most cases, our approved Payment Processors will meet or beat your current processing rate. - Are there any fees to integrate Enlite with a payment processor? Enlite does not charge any additional fees for integrating with your payment processor. Any processing fees are charged by the payment processor or gateway. - I’m not happy with my payment processor, can you recommend a better option? Absolutely. Based on your requirements, we can point you to a great solution. - Will my customer’s payment information be safe? Yes. Enlite does not store any credit card information on our system. All credit card details are stored with the payment processor. - How long does it take to integrate with a payment processor? Once we have the information we need from the payment processor, we can have you set up in 1 to 2 business days. Important note: Please let our team know before you sign any contract or purchase hardware from the payment processor you intend to integrate with Enlite so that we can confirm the correct equipment is being acquired.

Last updated on Jul 13, 2024

Hardware Requirements

Hardware Requirements Workstations (must be current and latest OS). Preferably with a minimum of 8GB of RAM. - PC (Windows10 & Mac) - Apple iPad - Android Tablet - Microsoft Surface Important Note: If you want to use a tablet instead of a desktop computer, it will require a Dark Box (sold by us) to connect with your printers. Our Dark Box costs $200 and includes shipping. Receipt Printers (USB Connections) - Epson - Epson TM-T88 Series - Epson TM-T20 Series - Epson TM-T70 Series - Star - Star TSP100 Series - Star TSP600 Series - Samsung/Bixolon - Bixolon SRP 350 Series - Bixolon SRP 370 Series - Most ESC/POS printers (Please make sure the receipt printer is connected via USB, before purchasing it) Tag Printers (USB Connections) - Epson - Epson TM-U220 - Star - Star SP700 Series - Samsung/Bixolon - Bixolon SRP-270 Series - Bixolon SRP-275 Series (Please make sure the tag printer is connected via USB, before purchasing it) Note: If you want to use a tablet instead of a desktop computer, it will require a Dark Box (sold by us) to connect with your printers. The Dar Box has a cost of $150, including shippig (inside the US) Scale - Any CAS scale connected to the Terminal via RS232 cable Barcode Scanner - Any connected to the Terminal with keyboard emulation. - USB Connected - Bluetooth: Wireless 2.4 GHz Cash Drawer - Any connected to the Receipt Printer via RJ12 cable Payment Terminal - Any from our list of payment partners Also be sure to purchase the necessary accessories, such as: - Cables to connect the printers with the computer - Paper rolls for the receipt and tag printers - Ink for the tag printer Also note that while some of the items may be sold directly by third party retailers, we are not recommending the specific purchase of these items from these retailers. This list should be used to refer to the various types and configuration of hardware options available to you. Important: Please let our team know before you purchase the hardware you intend to integrate with Enlite so that we can confirm the correct equipment is being acquired.

Last updated on Sep 13, 2024