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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- Paysafe: How to Void a Transaction
- Paysafe: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: Create a Merchant Account
- Paysafe / Meritus: Settling Credit Cards
- Braintree or Paysafe - Which is right for us?
- Paysafe: Change Credit Card Reader to Keyboard Mode
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Paysafe: Link your Merchant Account
- Braintree: Create and Connect a Merchant Account
- Cash Drawer (USB) Windows 10
- Preparing for Next School Year
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- Heartland ProPay Merchant Account
- School Logo
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- Preparing for Next School Year
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- Preparing for Next School Year
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
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Announcements
Configure your Portal and Products
In this article, you will learn about configuring your portal and products.
In order to use the portal you need to create a merchant account with either Braintree or Meritus / Paysafe.
To decide which one is right for you, please read this article.
Public Portal (System Value)
Click on the System Settings option available on the left menu.
Click on System from the top right menu and then click on Store to find the store settings. Click the link Public Portal and change the setting from Disabled to "Enabled with ProPay payment processor" ProPay will be our core Credit Card Integration moving forward.
Once option is selected, click on the OK button to save the changes.
Public Portal Login Message
ProPay Connector
Under Global Settings you will find ProPay Account Number, Private and Public Keys. The Account number is auto populated, please do not change this. This number is put in once you have created a ProPay Account. If you don't see a number here, go to Payment Gateway and fill out the application.
After filling out the form, Software 4 Schools will be notified and typically one day later you should see the Private and Public keys. If you have an account number but don't have the keys, please reach out to support@software4schools.com
Braintree Connector
Meritus Connector
Show on Portal and Pickup
Show on Portal will display the selected product on the portal. If you do not want parents to purchase specific products, click on the toggle to turn it off.
Store Pickup allows parents to purchase an item online and then notifies the cashier that the student has purchased an item for pick-up. When an item is sold online, it will be removed from inventory so you can't oversell items that have not yet been picked-up. Leaving this on is good for physical items like a Binders and Sweatshirt. If you are selling digital item like a donation or dance ticket you might want to turn this off and it just records that the student made the purchase.
Portal URL The link / URL to your portal is the same as the link to your site with a "/portal" at the end.
For example if you have : https://myschool.store4schools.com/ as your site,
your portal will be https://myschool.store4schools.com/portal
your portal will be https://myschool.store4schools.com/portal
View for "Allow Anonymous Portal" = No
When a user goes to your portal page they will be prompted to login with student ID and Password. If this is the first time, they will use the register button.
View our Portal Walkthrough Help doc For more details on the user experience
View for "Allow Anonymous Portal" = Yes
When a user goes to your portal page they will see all products except those that have the setting "Must be sold to a student". From there they can either Create an Account or Sign in by clicking on their user type.
View our Portal Walkthrough Help doc For more details on the user experience