What is Genius Vault

Genius is a gateway offered by payment solution provider TSYS (previously Cayan, under Global Payments), which Erply integrates with.
Genius allows to save card information on file in a secured manner, in what is called Vault.
Cards saved in Genius Vault can be used for future transactions, allowing a customer to pay with a card on file without the card being present.

The Erply integration with Genius now supports requesting that a card be added to Vault when paying for a transaction at Erply POS, and later use a card on file in Vault to pay for a transaction in Erply POS. Card information is solely stored in Genius Vault and Genius handles payments with cards on file.

Prerequisites

Vault is available only for Genius payment integration with Erply, and operates with Brazil POS. The Cayan Microservice must be configured for payment integration. See also: Cayan Microservice Setup
Moreover the Vault feature requires the Genius payment terminal to run G2 build (firmware version 6 or higher). For more information, please contact your TSYS representative.

Enabling Vault

In Brazil POS, navigate to settings > payment configuration > setup payment gateways > select current integration: Cayan - Merchant warehouse > You will find a checkbox for cayan vault.

Using Vault

Adding a new card to Vault

Proceed to ring a transaction as usual in Brazil POS: add products to cart as needed.
Select a customer for the transaction. This will be the customer under whom the card will be boarded. Boarding a card means requesting that Genius save the card information in Vault for future transactions.
Select any other applicable sales options and click Pay.
On the payment screen, add a card payment. With Vault enabled, you now have an option to "Board Card".
Select this option and complete the payment as usual through the payment terminal.
Once the payment complete, a banner will show at the POS to confirm that the card was succesfully boarded.
If you add multiple card payments and select to board all of them, they will all be added in Vault in succession.

Viewing a boarded card

After finishing the payment, you can see the boarded card information under the customer's card at the POS: search for the customer, open customer details and click on the bank card icon at the top of the customer card side panel.
You will see a list of cards on file in Vault, identified my their last 4 digits, as well as their mounted/unmounted status.

Mounting and Unmounting cards

The cards listed under the customer card are all the cards that Erply as sent to Genius to store in Vault.

The mounted card is the card on file used by default when paying for a future transaction in Erply POS with a card on file for this customer.
There can only be one mounted card per customer at any given time.

To unmount a card, click on the "Unmount" button. The card status will then change to "unmounted".
To mount a card click on the "Mount" button. The card status will change to "mounted".

To remove a card on file, click on the trash icon at the end of a card row.

Please make sure to click the "save" button before exiting the card on file screen to confirm your changes.

Paying with a card in Vault

Once you have you card boarded and mounted, you can pay with it for a transaction for this customer.
Proceed to initiate a sale at the POS as usual and make sure to select the customer for this sale.
Click Pay and once on the payment screen, add a card payment and select "Pay with boarded card".

The payment will go through the integration with Genius, without the termminal prompting for a card. The card on file in Vault will be used for the transaction.

In case you choose to switch a card payment from Cayan to External, if you had either "board card" or "pay with boarded card" pressed, they will get unselected automatically.

Issuing a refund

Refunds for transactions paid with Vault work the same as refunds for regular card payments. A card should not be required present.
When processing a return, the “board card“ and “pay with vault” options will not be available on the payment screen.

Card on File with TSYS Genius Payment Integration (formerly Cayan Vault)