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Connecting a CommBank Smart Terminal with Z Software

This document describes the entire process for connecting a new Smart Terminal to your POS workstation (Z Software)

Scrypt Support avatar
Written by Scrypt Support
Updated over 7 months ago

NOTE: Please see this article if your terminal is already connected and you would like to optimise the terminal settings.

More Information: CommBank SmartHealth User Guides

Information Covered In This Article

  1. How To: Prepare a Smart Terminal for Integrated Mode

  2. How To: Pair the terminal to your Smart Health Hub account

  3. How To: Connect a Smart Terminal to Z-Software (integrated mode)

  4. Final Check

Prepare a Smart Terminal for Integrated Mode

Prerequisites - please make sure you have the following ready

Smart Terminal is charged and turned on

  • Access PIN to unlock the terminal (received in documentation along with the terminal)

  • Login details to the CommBank SmarthHealth Hub (received in Email "please setup your SmartHealth Hub" from 'Whitecoat')

  • Access to the POS workstation(computer) you will be processing transactions from that will go to this terminal

1. Connect Smart Terminal to store WIFI

  • Unlock the device using the Access PIN supplied by CommBank in the documentation with the Smart Terminal

  • Slide down on the terminal screen to show the WIFI symbol at the top of the screen.

  • Click the WIFI symbol and select your store WIFI

  • Enter store WIFI Password

Success! The terminal will now be connected to your store's WIFI

2. Setup default launcher app: Launcher3

  1. Slide down from the top of the terminal screen

  2. Select the ⚙️Settings Cog.

  3. Select Apps and notifications

  4. Select Advanced

  5. Select Default APP.

  6. Select Home APP.

  7. Set to Launcher3.

  8. Press the Circle at the bottom of the screen

Success! Launcher3 is now your default app, you should see a blank white screen

3. Setup default Payment app: The SmartHealth APP

There are many apps within this terminal, the most common APP your staff will use is the SmartHealth APP so we should put it on the home screen.

Ensure you have completed Change the default app to Launcher3

  1. Slide up to show all APPs.

  2. Find the SmartHealth APP (Yellow square with a grey heart icon)

  3. Press and hold the SmartHealth APP icon

  4. Drag the APP icon to the blank home screen.

Success! Pressing the circle at the bottom will now show you the SmartHealth APP

4. Extend the Sleep Mode

Sleep mode will trigger the Smart Terminal to lock and require the access PIN to unlock this can be disruptive during business hours.

  1. Slide down from the top of the terminal screen

  2. Select the ⚙️Settings Cog.

  3. Select Display.

  4. Select Advanced.

  5. Select Sleep.

  6. Set to your preferred duration

    Note setting to 24 hours will ensure the device only sleeps after 1 day of no use and will only require a PIN to restart on days after full store closure.

Success!

5. Extend the Lock Mode

Lock mode will require the access PIN to unlock the terminal - this can be disruptive during business hours.

  1. Slide down from the top of the terminal screen

  2. Select the ⚙️Settings Cog.

  3. Select Security & location.

  4. Select Screen Lock cog.

  5. Toggle off "Power button instantly locks"

  6. Select Automatically lock.

  7. Set to your preferred duration

    Note setting to 24 hours will ensure the device only locks after 1 day of no use and will only require a PIN to restart on days after full store closure.

If the terminal is locked it is a good idea to leave a note on the lock screen to direct staff on how to proceed

Set up a lock screen note:

  1. Slide down from the top of the terminal screen

  2. Select the ⚙️Settings Cog.

  3. Select Security & location.

  4. Select Screen Lock cog.

  5. Select "lock screen message".

  6. Consider a useful note to assist POS staff with how to proceed

    ie: "Get Retail Manager" or "Pin is located in passwords book"

Success! Your terminal is ready for pairing with the Smart Health Hub

Pair the terminal to your Smart Health Hub account

You will need:

  • A Smart Terminal.

  • Access to any Internet browser.

  • Your CommBank SmartHealth Login details.

    received in Email "please setup your SmartHealth Hub" from 'Whitecoat'

1. Find the Terminal ID

Turn on your Smart Terminal, open the Smart Health APP and click the Let's Start button

2. Login to CommBank Smart Health Hub / Generate a Pairing Code

On any browser:

navigate to https://merchant.whitecoat.com.au/login

or

Search "Login to CommBank Smart Health Hub - Whitecoat"

Log in using your CommBank SmartHealth Login details:

Click the Practices tab on the left-hand side menu,

Select your practice usually, this is your business name,

Click the Terminal tab at the top of this page,

You will see a list of terminals linked to your SmartHealth Hub account,

Click Generate Pairing Code for the terminal ID shown on your Smart Terminal.

Enter the Pairing Code into your Smart Terminal

What should you do if you have more Terminals than login details?

If you have, for example, two terminals and can only see one Terminal ID on the terminal page, please contact the CommBank Smart Health Help Desk on 1800 222 484 between 8am and 8pm AEST Monday to Friday

Success! Your terminal has now been activated with your Smart Health Hub account

Integrating with your POS (Z-software)

The SmartHealth APP can be used in TWO modes:

  • Integrated mode - the Smart Health Hub and Associated Terminals are linked to your Practice Management Software (PMS) / Point of Sale (POS)

    or

  • Standalone mode - the Smart Health Hub and Associated Terminals are not linked to your PMS - payments to your account are handled entirely by the SmartHealth app.

Both modes can successfully process a transaction however the Integrated mode allows your staff to process a transaction using your POS software rather than entering details manually.

1. Change the SmartHealth APP to integrated PMS (practice management software) mode

  1. Click the circle at the bottom of the terminal screen to go to the home page.

  2. Select the SmartHealth APP

  3. Click the hamburger menu at the top left of the screen

  4. Select Switch to PMS (practice management software) mode

Note, sometimes the machine will show a different 'waiting for PMS' screen, the text displayed on the terminal will be:

✅

Terminal is ready to receive

a claim transaction from

practice management

software

Success! Your terminal is now waiting for instructions from your POS to process transactions.

2. Check your integration keys have been set up in Z

  • Open Z Office

  • Select Settings

    • Store Settings

  • When the System Settings page opens up click the Integration tab and ensure Scrypt is enabled

  • Scroll down until you see Scrypt Pay

  • Ensure "Enable Scrypt Pay" is checked

  • Ensure "API Version" is set to V2

  • Ensure there are hidden values in the API Key and API Secret fields

  • Press Validate for confirmation, expect "Success! - Your activation keys are valid"

  • Press Save

3. Set Z software to send transactions to the terminal

  • Go to the Til you plan to connect this terminal to

  • Open Z Register

  • Click Settings

  • Ensure "Enable integrated EFTPOS" is selected

  • Set System to CommBank Smart Health

  • Click the Default Terminal and select the corresponding Terminal ID from the dropdown menu

  • click Save

Note: Multiple Till Workstations can point to ONE SmartHealth Terminal, and these workstations may be set under different 'registers'. It may be worthwhile to consider how your configuration may be reflected on Z EOD reports and SmartHealth Hub settlement reports.

Congrats! Your Smart Terminal is now connected to your Z POS.

Tips: Optimised Settings for Community Pharmacy

Optimisation settings are now centralised in this document.

Final Check

At this stage, you will have:

  1. setup launcher3 as the default terminal app

  2. setup Smart Health app as the default payment app on the home screen

  3. paired your terminal to your Smart Health Hub account

  4. configured terminal settings in your POS (Z-software) to use the terminal

Take Payment

Make sure your Smart Terminal is showing this screen

  • Create a transaction in Z POS with a misc item valued at $0.01.

  • Select Finish and wait for the Payment screen.

  • Select EFTPOS.

  • The Smart Terminal should now be showing a transaction for $0.01 ready for payment.

  • Complete the payment via instructions on the terminal tap, insert, swipe (we will practice a refund next).

  • Once payment has been taken the sale will be completed on Z POS.

Issue Refund

  • Create a refund transaction in Z POS with the same value as before, ie $0.01.

  • Select Finish and wait for the payment screen.

  • Select EFTPOS.

  • When prompted by the terminal enter the Manager PIN or Cashier PIN to authorise a refund (this is a security measure).

  • The Smart Terminal should now be showing a refund transaction for $0.01

  • Enter the card PIN for the card you are issuing a refund to

  • Once a refund has been issued the sale will be completed on Z POS.

Troubleshooting

Possible Issues and Solutions

ISSUE: When I select EFTPOS the Smart Terminal does not prompt to take payment:

Solution: Ensure your Smart Terminal is in PMS mode (practice management software), change your terminal back to PMS mode by the following steps

Your terminal should now look like this - listening for direction from Z POS:

Still need help?

  • Live Chat: For Scrypt HQ users - click the big yellow button at the bottom right of the screen for instant assistance.

  • Email: Reach out to us at support@scrypt.com.au.

  • Phone: Call our support hotline at 1800 SCRYPT (72 79 78).

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