1 Prerequisites

The following are the prerequisites for installing ExpressCheck:

• .NET 4.6.2 or Higher
• Windows 7 POS Ready 2009 or Higher
• All Workstations with Internet Access

2 POS Configuration – Pre Installation

The following section describes the required changes in Simphony EMC prior to installation:

2.1 Create Employee Class
Under Personnel > Employee Class, add 'ECAPI' using a template. Set Operator Type to 'On Demand'.

2.2 Create Interface User
Under Employee Maintenance, create 'ECAPI' user. Assign Employee Class 'ECAPI' and record the Employee name and number for later use.

2.3 Create API Workstation
Under Hardware/Interfaces > Workstations, create new workstation named 'ExpressCheck' (Type: POSAPI Client). Set Service Host ID to the Simphony Server Workstation and enable Transaction Services.

2.4 Create Report Groups
Under Reports and Data, add 'ExpressCheck' (Tender/Media), 'ExpressCheck Fee' (Service Charge), ‘ExpressReward’ (Discount), ‘ExpressCheck Gift’ (Tender/Media), and ‘ExpressCheck Gift Card’ (Menu Item).

2.5 Create “ExpressCheck“ Tender
Under Sales > Tender/Media, create Tender Name 'ExpressCheck', Privilege Group 0, Key Type 'Payment', Report Group 'ExpressCheck', and ensure 'Account Options: Amount Required' and 'Reference Entry Required' are enabled. Record the Name used.

2.6 Create “ExpressCheck Gift” Tender
Under Sales > Tender/Media, create Tender Name 'EC Gift', Privilege Group 0, Key Type 'Payment', Report Group 'ExpressCheck', and ensure 'Account Options: Amount Required' and 'Reference Entry Required' are enabled. Record the Name used.

2.7 Create “ExpressCheck Fee” Service Charge
Under Sales > Service Charges, create 'Expck Reward Club Fee' with Amount unspecified, Tax Class 'None', and Report Group 'ExpressCheck Fee'. Record the name used.

2.8 Create “ExpressReward” Discount
Under Sales > Discounts, create 'ExpressReward' with Amount unspecified, Tax Class 'None', and Report Group 'ExpressReward'. Record the name used.

2.9 Create “ExpressCheck Gift Card” Menu Item
Under Sales > Menu Items, create 'ExpressCheck Gift Card' with Amount unspecified, Tax Class 'None', and Report Group 'ExpressCheck Gift Card'. Record the name used.

2.10 Create Custom Content
Under Custom Content > Extension Application, import 'ExpressCheck.Plugin.Simphony.dll' from the ExpressCheck folder.

2.11 Add ExpressCheck Icons
Under Custom Content > Content, import 'ExpressCheckIcon' and 'ExpressCheckTransactionIcon' PNG files.

2.12 Add ExpressCheck Buttons
Under User Interface > Page Design, add buttons on 'Sign In' and 'Transaction' pages that call the ExpressCheck launcher DLL.

2.13 Assign Pages
Under User Interface > Page Assignment, set all default and training pages to versions including ExpressCheck buttons.

3 Configuration Settings