Atrium User Guide in Connect for Appetize

Description: You'll learn how Appetize integrates with Atrium, offering benefits like meal plan support, contactless ordering, and real-time balance updates, along with a comprehensive guide on setting up terminals, roles, item configurations, Activate settings, hardware considerations, reporting, and transaction procedures for Atrium-enabled POS systems.

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Appetize is proud to integrate with Atrium, bringing a seamless campus card experience to your campus.

Here are just a few of the benefits available through our partnership:

• Meal plan and stored value support provides a consistent experience - whether in a cafe, at a game, or purchasing retail
• Using contactless ordering creates a safe and convenient way for students to eat and shop with our solutions
• Our offline mode ensures transactions can still be made - even in the busiest of times or when the network is not at its strongest
• Card balances are updated in real-time to ensure students are aware of their spending power at all times.
• Enable student ID checks to confirm transactions are being made on the correct student account.
• Meal equivalency support allows students the flexibility to decide how to use their money.

Terms

• Meal Equivalency: The conversion of a meal to dollars for use as stored value
• Meal: Defined as “Mel” in configuration, these tenders are used for transaction types that deduct a meal instead of a dollar amount.
• Debit Tenders: These are stored value tenders
• Tender ID: Provided by Atrium, these are the IDs for each type of tender used in transactions.
• Key: Password provided by Atrium

Before You Begin

Atrium will need to set up the Terminal IDs in their system to allow transactions. You will need to configure the Vendor Terminal IDs in Connect for a given Vendor as well. The process for setting up and assigning the Terminal ID is outlined later in this guide.

Connect Setup/Venue Level Gateway Setup

1. Navigate to Settings > Integrations > Payment Integrations > Atrium.
2. Insert the information into the relevant fields.
3. All the information for these fields should be provided by Atrium, and there could be multiple “Tender IDs” per section.Important: Setup tenders as determined by Atrium-side configuration; otherwise, transactions will fail.
4. If configuring at the Corporate Level, ensure that you assign the integration to the venue that it will be used in.

Terminal Role

1. Navigate to Options > Terminal Roles.
2. Select the Role.
3. Select the External Value tab, then the Atrium section.
   
   
   

• Atrium: This value will need to be set to yes before you will see the options above and enables Atrium for this terminal role.
• Button Text: The text entered here will be displayed on the button on Activate
• Max $ Amount: This is the maximum amount allowed per transaction with this tender type
• Max # per Transaction: How many of this type of transaction can be included in a single transaction
• Signature Required: Will a signature be required for these transactions
• Additional Vouchers: Indicates the number of additional vouchers to print if needed
• Allow Cash Out: This is not supported with Atrium and should be set to no
• Offline Enabled: This should be set to yes to allow offline transactions
• Member Benefits: Should be set to no and is not used by Atrium

Item Setup

Item setup for items used with Atrium is standard, with the exception of items that are paid for as “Meal Tenders.”

Note: To utilize Meal type tenders, items must be explicitly set up as MEAL in Connect.

To create a Meal item:

1. Go to Items > Items.
2. Choose the blue create button on the top right of the screen.
   
   

If Atrium is tendered, then it will pay for the Meal type items using the Meal balance rather than the debit/stored value balance.

Note: The type is not editable once the item is saved.

Activate

Set Terminal ID

1. Login to venue/vendor/terminal role with Atrium enabled.
2. Navigate to the Diagnostics page from the hamburger menu.
3. Select the Set Terminal ID option.
4. Choose an available Terminal ID from the modal.

After completing this process, the POS is now capable of performing transactions with Atrium.

Balance Check

1. Login to venue/vendor/terminal role that has Atrium enabled.
2. To check balance, press the 4-square action button and select Atrium Balance Check.

Transaction

1. Login to venue/vendor/terminal role that has Atrium enabled.
2. Add items to the cart. If that item has a meal as its type, meals will be deducted, If you add standard items, then the transaction will be based on the dollar amount.
3. To pay using Atrium loaded value:
   1. Select Checkout.
   2. Select Atrium as tender.
   3. Enter the amount tendered.
   4. Scan/swipe/manually enter Atrium card #.
   5. Select Tender Type from the modal.
      
   6. Proceed with checkout.

Hardware Considerations

If you want to be able to use mag stripe cards from the payment devices, a whitelist entry needs to be created per school. This needs to be requested from the payments team and can take 6 weeks.

Reporting

All reporting for Atrium will show as Atrium tender in Appetize tender reports.

InteractX

Transaction

1. Login to venue/vendor/terminal role that has Atrium enabled.
2. Add items to the cart. If an item has a meal as its type, meals will be deducted. If you add standard items, then the transaction will be based on the dollar amount.
3. To pay using Atrium meals or loaded value:
4. Select Place Order.
   1. Select Atrium as tender (Atrium button text will display as it is set in Connect).
   2. Swipe the Atrium card.
   3. The system automatically identifies stored value vs. meal type transactions

Additional Information

• Ensure that you are using a supported version of Activate X, Interact X and Connect.

  • Activate: 15.2

  • InteractX: 1.16

• This functionality is not currently available on other platforms including Interact Classic, Interact Web and Activate Classic.