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This section guides you through the discrete implementation steps in order to complete a successful implementation.

Welcome to the Implementation guide for Braintree In-Person which is also sometimes referred to as PayPal Enterprise.

This documentation focuses primarily on the solutions to address the in-person components of the omni-channel payments ecosystem.

The Braintree platform enables next-generation omni-channel commerce experiences across in-person, e-commerce, mobile app, and other merchant sales channels.

This documentation focuses primarily on the solutions to address the in-person components of the omni-channel payments ecosystem.

Future-proof Integration

The Reader can accept a broad range of current and future payment methods with a consistent interaction. The Braintree In-Person product is EMV certified and does not expose MAX Pay Global nor merchant to EMV or PCI scope. Future payment methods can be rolled out without changes to POS software.

Platform features:

• Certified EMV Solution
• Certified P2PE solution
• Initialized from the Cloud
• "Future payment method"-proof
• Accept EMV Chip and Contactless Credit/Debit Cards
• Accept Apple Pay, Google Pay, Fitbit Pay, and all NFC-based wallets
• Accept PayPal and Venmo QRC
• Collect Vaulted Payment methods and make payments from the Vault
• Readers employ Point-to-Point Encryption (P2PE) Certification

The Braintree In-Person is a P2PE certified solution and P2PE-certified application and is listed on the PCI Website under the name PayPal Enterprise Omni-Channel (EOC).

In-store reader configuration

The primary communication method between an in-store component and the reader is via a web-based API and as such can initialize and create a transaction on the reader. This modern interaction method simplifies configuration and maintenance and eliminates the direct communication between POS hardware allowing the merchant to take advantage of a more flexible way to make payments.

Traditional Fixed POS 1:1 Configuration Example

Historically, a common configuration would be to have a dedicated card reader for each POS device.

Mobile POS with Fixed Readers Example

Another configuration includes a single fixed reader at the convenient place in the store shared by two or more fixed POS registers. An additional POS device can be located at a convenient spot at the front of the store. Sales associates given tablets can wirelessly initialize and share the front store reader while working with the customer.  The Store Commerce Point of Sale applications would connect to the reader by selecting it from the Dynamics Hardware station profile.

Dual-lane Checkout Example

It's also possible to create a many-readers-to-single-POS configuration, as seen in dual-lane, single-POS scenarios.

Payment method abstraction

The Braintree In-Person solution with MAX Pay Global solution allows a single integration for all payment methods across all channels (in-store and online) through a unified platform. Our solution abstracts all payment methods for current and future payment types.  MPG provides a consistent interaction flow using for all Braintree supported payment methods and Transaction types without requiring additional development work as a new payment method become available, subject to testing by the Retail Realm team.

Omnichannel Capabilities

The Braintree In-Person reader solution is only one channel of the enterprise offering. Combining Braintree In-Person with Braintree's best-in-class "card not present" and "vault" solutions will allow developers to build cohesive capabilities across all channels. 

Solution Coverage

This topic is intended to give an overview of the payment methods supported and the geographies covered by the Braintree In-Person solution.

Payment Methods Overview

Braintree is constantly innovating and expanding on our solutions offering when it comes to payment methods supported.  The listed payment methods below are what we currently support. However, we welcome conversations with merchants who may require more than what is listed below.

Credit Cards Supported

The following credit cards are supported:

• Visa
• Mastercard
• Discover
• AMEX
• JCB
• China Union Pay (CUP)

Debit Cards Supported

• Visa
• Mastercard
• Discover
• AMEX

For AMEX, merchants who process over the annual AMEX volume threshold may be required to have a direct contract with AMEX and provide Braintree their AMEX Service Establishment identifiers.

Digital Wallets Supported

Digital wallets are supported natively for in-store transactions through the Braintree reader. 

• Apple Pay
• Google Pay
• Fitbit Pay
• Samsung Pay
• Garmin Pay

QR Code-Based Payment Methods

• PayPal
• Venmo

Entry Modes Supported

• EMV Chip
• Magstripe / swipe
• Contactless Near Field Communication (NFC)
• QR Code scanning (PayPal/Venmo)

Note – Manual entry is not supported.

Countries Supported

The Braintree In-Person solution is supported in the entire United States as well as Puerto Rico and the US Virgin Islands.  Please contact Retail Realm if you would like to discuss opening up Braintree in person in other territories. 

Puerto Rican ATH debit cards not co-branded with a major processing network are not supported.

• United States
• Puerto Rico
• US Virgin Islands

Readers

This topic gives an overview of the Verifone P400 device with the Braintree In-Person solution.  All current readers are touch-screen compatible and can have the Idle screen customized to the merchant’s logo / image.

Verifone P400

The Verifone P400 is part of the Engage series of Verifone payment terminals.  This device is a fixed lane payment terminal tethered to a power source that supports either WiFi or Ethernet network connectivity.  The glass display screen has touchscreen capabilities for seamless interaction with your customers.  This robust device is perfect for merchants who need a reliable and sturdy card reader for a fixed-lane checkout experience.  

For more information, can be found here

https://www.verifone.com/en/us/countertops-pin-pads-multilane/verifone-p400

Verifone M400

Overview

The Verifone M400 is part of the Engage series of Verifone payment terminals.  This device is a fixed lane payment terminal which supports both Ethernet and WiFi network connectivity.  The glass display screen has touch screen capabilities for seamless interaction with your customers. This device is perfect for merchants who need a fixed payment terminal for in-store checkout with a larger screen display for advanced interactions with your customers such as loyalty sign up, customer satisfaction surveys, signature capture, and many more customer journeys.

Verifone E285

The Verifone E285 is part of the Engage series of Verifone payment terminals.  This device is a wireless mobile payment terminal which supports WiFi network connectivity.  The glass display screen has touch screen capabilities for seamless interaction with your customers. This device is perfect for merchants who need a wireless mobile device for a line-busting or checkout anywhere in the store experience.

Configuration overview

Device configuration

The Braintree In Person devices will come pre-configured by Braintree.  As they are cloud enabled devices and are always on-line, configuration changes can be pushed to the device by Braintree.  The device and Braintree host will store information such as Merchant ID and Terminal ID, reducing the workload and maintenance on the part of Dynamics 365.

Dynamics 365 Configuration

The primary configuration tool inside of Dynamics 365 is the Hardware Profile (EFT Service).  Refer to the relevant topic within this document for detailed guidance.  In the case where payment processing occurs at Store, the back-office Headquarters Payment Services profile will also be required to be configured, using the Braintree In Person connector, to fulfil the Microsoft requirements, although no back office processing will actually occur.

Hardware station

The store and register will require a the Pin pad to be connected via a hardware station.  In the case of Windows Store Commerce, this can either be a local dedicated hardware station or a Shared hardware station.  A Shared hardware station is required in the case of Store Commerce a Cloud POS deployment such as a web browser or Store Commerce for iOS.

Specification

Review the specification for the MAX Pay Global payment connector to ensure it meets your requirements, prior to deployment.

Retail Realm prerequisites

1. MAX Pay Global for Dynamics 365 Finance / Commerce LCS packages.
2. MAX Pay Global test / production licenses.

Prerequisite tasks and information required

You will require the following prerequisite pieces of information and tasks to be completed prior to implementing MAX Pay Global:

Installation steps

This section describes the specific installation steps

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