Counter Sales has built-in business logic to determine which Payment Provider Configuration to use in a payment transaction. It uses details from the configurations themselves and cash registers to determine which configuration applies. It works through a hierarchy of checks as described below.

Configuration eligibility

Before a configuration can be considered, the following must be enabled:

• Enabled: If set to Disabled, the configuration is skipped entirely.
• Manual Cards Enabled / Saved Cards Enabled / Terminals Enabled: The relevant payment transaction type must also be enabled. For example, if a manual card transaction is being processed and Manual Cards Enabled is set to Disabled on a configuration, that configuration is not considered regardless of its global Enabled setting.

Configuration selection

Once eligibility is established, the logic determines which configuration to use by working through the following hierarchy.

1. Cash Register configuration code: If there is a cash register assigned to the payment line, the logic checks the Counter Sales Cash Register card for a configuration code specific to the transaction type (manual card, saved card, or terminal). If a matching configuration code is found, that configuration is used and the process stops here. A cash register is expected on the payment line when Counter Sales Users are assigned cash registers.
2. Location-specific configuration: If no configuration code is set on the cash register, the logic checks the Payment Provider Configurations for one whose Location Filter matches the location associated with the payment. If a match is found, that configuration is used.
3. Global configuration: If no location-specific configuration is found, the logic falls back to finding a global configuration, one that is enabled and has the relevant payment transaction type enabled, with no location filter applied.

Terminal selection

Terminal transactions have an additional step to determine which physical terminal device to use. This is controlled by the Payment Provider Terminal Selection setting on each Counter Sales User, which has two options:

• Cash Register (default): The system uses the Terminal Code specified on the cash register associated with the payment.
• User Selection: The user is presented with a list of available terminals for the matched Payment Provider Configuration and selects the specific terminal to process the transaction with.