Documentation

1. Login to eQuate Back Office
2. On the left menu, select "Settings", under "System", click Settings.
3. Select Locale (see Figure A)
4. Find "System Currency" and change to your preferred currency.
5. Press Save Changes to complete your change.

1. Login to the Back Office.
2. On the left menu, select "Settings" under Settings, then select "Invoicing", then "Taxes".
3. Click "Add Tax Group" button (see Figure A below).
4. Provide a name for the tax group and then click "Save Changes" (see Figure C).

1. Login to the Back Office.
2. On the left menu, select "Settings" under Settings, then select "Invoicing", then "Taxes".
3. Find the Tax Group you would like to add or modify a Tax rate then select "Action", then "Edit" (see Figure D).
4. Click "Add Tax" and then provide the tax rate details (see Figure E).
5. Click "Save Changes" when complete.

1. Login to the Back Office.
2. On the left menu, select "Settings" under Settings, then select "Invoicing", then "Taxes".
3. Find the Tax Group you would like to add or modify a Tax rate then select "Action", then "Edit" (see Figure D).
4. Click "Add Tax" and then provide the tax rate details (see Figure E).
5. Click "Save Changes" when complete.

1. Login to the Back Office.
2. On the left menu, click "Settings", under "System", click "Settings".
3. Select "Terminals" in the left sub-menu.
4. Find "Require Login" and change to either Enabled or Disabled (see Figure A below).
5. Press "Save Changes" to finalize changes made.
6. The terminal must synchronize before the changes are discovered (see Figure B below).

1. Login to the Back Office.
2. On the left menu, click "Settings", then click "Terminals".
3. On the "Action" drop-down menu, select "Edit" (see Figure C below).
4. On the left sub-menu, click "Settings".
5. Find "Require Login" and change to either Enabled or Disabled, or use Global Settings (default) (see Figure D below).
6. Press "Save Changes" to finalize changes made.
7. The terminal must synchronize before the changes are discovered (see Figure E below).

1. Navigate to the Back Office area
2. On the left menu, click on "Settings", then click "Invoicing", then "Payment Methods".
3. Click on "Add Payment Method" (see Figure A).
4. Press "Save Changes" to finalize changes made (see Figure B).
5. The terminal must synchronize before the changes are discovered.

If you have the Move 5000 model, you should increase the sleep timer. The Move 5000 must always be connected to a power source for integration to work.

1. On the Ingenico device; select the bottom left Admin (gear icon).
2. Select "3 - Setup Menu"
3. Select "5 - Term Settings"
4. Select "2 - Term HW"
5. Select "2 - Sleep Timer"
6. Enter the time in seconds. We recommend the maximum size, "9999" (166 minutes). Press Enter.
7. Press the Red button 4 times to go back to the main screen.

1. On the Ingenico device; select the bottom left Admin (gear icon).
2. Select "8 - Misc. Options"
3. Select "1 - Semi-Integrated"
4. Toggle "Enable SemiInteg" mode to "ON" (If you do not see this option, your terminal must be configured by your provider to allow semi-integration).
5. Select "2 - Communication Type"
6. Select "3 - Ethernet" (for Move 5000, select "WiFi") press Enter.
7. Enter the port, which will be "95" by default. We recommend leaving it on this port. Press Enter
8. Select "Receipt Options", and set this to "ECR". Press Enter.
9. Press the Red button 3 times to go back to the main screen.

1. On the Ingenico device; select the bottom left Admin (gear icon).
2. Select "3 - Setup Menu"
3. Go to "2 - Communications"
4. Click on Ethernet (Desk 5000) or WiFi Settings (Move 5000)
   1. Desk 5000:
      1. Select "Ethernet Setup"
      2. Select "Static IP" and press Enter.
      3. Input the TerminalIP (this is the static IP you will use for your terminal)
      4. Enter the appropriate GatewayIP, IPSubMask, and PriDNSIP/SecDNSIP (if applicable)
      5. Press the green save button.
   2. Move 5000:
      1. Select "Advanced Settings"
      2. Select "IP Settings"
      3. Select "Static IP" and press Enter.
      4. Input the TerminalIP (this is the static IP you will use for your terminal)
      5. Enter the appropriate GatewayIP, IPSubMask, and PriDNSIP/SecDNSIP (if applicable)
      6. Press the green save button.
5. Press the Red button 4 times to go back to the main screen.
6. When you have enabled Semi-Integration mode and set the static IP, proceed to follow the instructions for Adding a Peripheral to eQuate POS

1. Login to the Back Office.
2. On the left menu, select "Settings" then select "Terminals".
3. On the terminal you want to configure the peripheral for, select "Actions" then "Edit".
4. Click on the "Peripherals" tab
5. Select the peripheral type Ingenico Desk/Move 5000:
   1. Enter the local static IP address of the debit terminal (peripheral).
   2. Enter the port selected during the activation of semi-integrated mode. By default, this is usually 95.
   3. Enter the payment methods you would like to associate with this peripheral (Debit, Credit, etc...)
6. Once you are done entering the information, press "Save Changes".
7. Synchronize your Front Office by pressing the Synchronize button.
8. Test your peripheral.

1. Login to the Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Click "Add Online Store" button (see Figure A below).
4. Enter the Prestashop SQL database details and press "Save Changes" (see Figure B).
5. Configure the default settings for Prestashop and "Save Changes" (see Figure C).
6. Allow some time for the data to synchronize. Depending on the size of your Prestashop database, this could take anywhere from 1 to 60 minutes.
7. Refresh the page to check the status of the synchronization.

1. Login to the Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Select your online store and under the Actions column, select "Action", then "Edit" (see Figure D).
4. You must ensure the database you are editing is the same database that was previously synchronized (see Figure E).
5. Click "Save Changes" when complete.

1. Login to the Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Click "Add Online Store" button (see Figure A below).
4. Enter the VirtueMart SQL database details and press "Save Changes" (see Figure B).
5. Configure the default settings for VirtueMart and "Save Changes" (see Figure C).
6. Allow some time for the data to synchronize. Depending on the size of your VirtueMart database, this could take anywhere from 1 to 60 minutes.
7. Refresh the page to check the status of the synchronization.

1. Login to the Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Select your online store and under the Actions column, select "Action", then "Edit" (see Figure D).
4. You must ensure the database you are editing is the same database that was previously synchronized (see Figure E).
5. Click "Save Changes" when complete.

1. Login to your WordPress administrator site. WooCommerce must already be installed to continue.
2. On the left menu, select "WooCommerce", then select "Settings".
3. Select "Advanced" on the top menu.
4. Click "REST API" link on the top page menu (see Figure A below).
5. Click "Create an API Key".
6. Give the API Key a description, and select a user with sufficient Administrative privledges. Permissions must be set to Read/Write.
7. Click "Generate API Key".
8. On the next page, your Consumer Key and Consumer Secret will be displayed. Save these details for later when you add WooCommerce to eQuate POS.

1. Download the eQuate POS WordPress plugin here.
2. Login to your WordPress administrator site. WooCommerce must already be installed to continue.
3. On the left menu, select "Plugins", then select "Add New".
4. Select "Upload Plugin" on the top menu.
5. Attach the eQuate POS WordPress plugin zip file you downloaded (see Figure D below).
6. You will see that the plugin is now installed, but not activated. Click "Activate Plugin" to enable the plugin (see Figure E below).

1. Login to the eQuate POS Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Click "Add Online Store" button (see Figure F below).
4. Enter the WooCommerce API details and press "Save Changes" (see Figure G below).
5. Configure the default settings for WooCommerce and "Save Changes" (see Figure H below).
6. Allow some time for the data to synchronize. Depending on the size of your WooCommerce database, this could take anywhere from 1 to 60 minutes.
7. Refresh the page to check the status of the synchronization.

1. Login to the Back Office.
2. On the left menu, select "Settings", under "System", select "Online Stores".
3. Select your online store and under the Actions column, select "Action", then "Edit" (see Figure I below).
4. You must ensure the database you are editing is the same database that was previously synchronized (see Figure J below).
5. Click "Save Changes" when complete.

1. Navigate to the Back Office area
2. On the left menu, click on "Settings", then click "System", then "Security Groups".
3. Click on "Create Security Group" (see Figure A).
4. Enter the details of the security group. Select which areas you would like this group to have access to (see Figure B below).
5. Press "Save Changes" to finalize changes made.
6. The terminal must synchronize before the changes are discovered.

1. Navigate to the Back Office area
2. On the left menu, click on "Settings", then click on "Users".
3. Click on "New User" (see Figure A).
4. Enter the users details. Both e-mail address and Operator ID & PIN are mandatory fields and must be unique.
5. Press "Save Changes" to finalize changes made.
6. The terminal must synchronize before the changes are discovered (see Figure B below).