Setup Wizard for Echo

Description: Before you receive your system, you will be sent a Setup Wizard in which you will create your Master PIN as well as other settings such as Taxes and Receipt Settings. This MUST be completed before you are able to get into the system. Below is an outline of what the Setup Wizard entails so that you may walk through the Wizard.

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You will receive a Setup Wizard Link in your email after the tracking numbers have been sent out. You have 24 hours to select the link before it expires.

Internal:

To Resend the Setup Wizard to the merchant, go into Archos, navigate under the Order Summary tab on the left, and select Wizard Status:

• Sending to the merchant? Just select Resend
• Sending to any other email? Enter email and select Resend

1. When you receive the Setup Wizard email, select the Start the Setup Wizard link to launch the wizard in the computer’s default browser.
2. Once in the Setup wizard, select Next in the upper right corner of the Welcome page.
3. Verify that all of the DBA information is correct, then select Next to continue.
4. On the next screen, create the Master PIN to get into the system by selecting the four digits on the number pad and selecting Next.
5. After you have created the Master PIN, add it to Archos:
   1. Navigate to Workflow > Build/Config and select Integration.
   2. Select Auto Generate Passwords (if they are not already populated).
   3. Once generated, select the Pen & Pad next to Admin Password and enter the Master Pin.
   4. Select Save to commit the change.
      
6. On the next screen, create the taxes for the system by adding a Tax Name and Tax Percentage, choose whether or not it should be Hidden, select Save to commit the tax(es), and then Next to continue on with the Wizard.
   
7. The Tender Type settings allow you to select whether or not you would like to accept checks in your system and then choose Next to go to the next screen.
   
8. On the Receipt Settings page, choose options like automatically printing the receipt or what you want on the receipt (receipt structure), and select Next to continue.
   
9. The Tip Settings screen is used to decide whether or not to accept tips. If enabled, enter the Suggested Tip amounts, then select Next to commit.
   
10. There is currently no functionality in the Day End Settings page. Select Next, and do not fill this in.
    
11. The Features on the Echo screen are going to give you an overview of some of the functionality of the Echo System. When you are finished reading, select Next.
    
12. On the Congratulations screen, select the Exit button in the black bar to complete the wizard and be navigated to the Lighthouse login page.