Set up your Portable card machine

Set up your Barclaycard Portable card machine

We’ve made setting up your Barclaycard Portable card machine as easy as pie.

It takes less than 5 minutes to connect your cables, and only about 15 minutes to do the on-screen setup.

Watch the installation video

Watch our short guide to setting up your Portable card machine using a broadband connection.
Viewing time: 03:02.

Watch our short guide to setting up your Portable card machine using a telephone line.
Viewing time: 03:02.

  • What’s in the box

    Your box should contain the following

    A portable card machine and a base unit

    A pink Ethernet cable, a black phone cable and a power lead

    2 supervisor cards and 1 PIN training card

  • Connect and charge

    Base unit with Ethernet and phone cables connected

    1. Choose how you connect to the internet

    The cables should all be attached to the base unit when you open the box. It’s good to do a quick check, though.

    You can connect to the internet in any of these 3 ways:
     
    Both phone and broadband

    If you want to connect this way, leave both the phone and Ethernet cables connected to the base unit.

     
    Why both?
    If your broadband ever goes down, the card machine tries to connect using the phone line after 2 failed transaction attempts.

    Base unit with Ethernet cable connected

    Broadband only

    If you want to connect this way, unplug the black phone cable.
    Turn the base unit over and remove the cover to find where the phone cable is plugged in.

    Base unit with phone cable connected

    Phone only

    If you want to connect this way, unplug the pink Ethernet cable.

    Base unit with power lead connected

    2. Connect the power

    Connect the power lead to the base unit.

    Power lead connected to mains with switch in ON position

    3. Plug the power lead into the mains

    Remember to turn the power on at the wall.

    Card machine on the base unit

    4. Put your card machine on its base

    Any time your card machine is sitting on its base, it starts to charge.

    Screens lights up when charged on Barclaycard portable card machine

    5. Leave it for a couple of hours

    When your card machine has enough charge, it will switch on. But you need to charge it until you have a full charge in the battery.

    Screen displays reminder message Place handset on base with a telephone line on Barclaycard portable card machine

    6. Power up your card machine

    After startup, the screen displays a reminder message. The default reminder says Place handset on a base with a telephone line but a broadband connection also works.

    Screen displays Base Assignment SUCCESSFUL on Barclaycard Portable card machine

    7. Pair your card machine and base unit

    Put your card machine on the base unit and press ENTER.

    Your card machine pairs itself to the base unit. When it’s done, the screen displays Base Assignment SUCCESSFUL.

    Then, the Bluetooth icon goes from red to blue.

      Get to know your card machine

    8. Get to know your card machine

    You can see a row of icons when the screen is active. Here's what those icons mean.

    The battery icon shows how much charge the battery has

    • All coloured bars means a full charge
    • Any grey bars at the top means a partial charge
    • All grey bars means almost no charge
    A blue Bluetooth icon means the unit is connected. A red icon means it’s not connected.

    A blue Bluetooth icon means the unit is connected. A red icon means it’s not connected.

    You can see a row of icons when the screen is active.

    The Bluetooth icon lets you know whether your card machine is paired with the base unit

    Blue means connected

    Red means not connected

    The icon with 3 green bars means a strong signal. 3 grey bars means a weak signal.

    The signal icon lets you know how strong the Bluetooth signal is

    The phone icon is white and horizontal when disconnected, yellow and tilted when connecting, and green and vertical when connected

    The phone icon lets you know what the phone is doing

    White, horizontal phone means it’s not connected

    Yellow phone at 45o means the phone is dialling

    Green, vertical phone means it is connected and sending data

  • On-screen setup

    At this point, you’ve got your Barclaycard Portable card machine sorted. Now, you’re ready to finish with the on-screen setup. 

    Screens lights up when charged on Barclaycard portable card machine

    1. Before you start

    If you make a mistake or want to start again, press CANCEL twice to go back to the start of the setup process.

    Choose connection method, phone or broadband

    2. Choose how you connect

    Choose connection method, phone or broadband

    Under the screen message CONNECTION METHOD, scroll down with the arrow key to choose one of these options.

    A) Local Network
    If you want to connect using broadband only, or broadband and a phone line

    B) Telephone (PPP)
    If you want to connect using a phone line only

    Then press ENTER.

    Merchant number sticker on side of card machine

    3. Find your merchant number

    Your 7-digit merchant number is on the blue sticker on the side of your card machine.

    Merchant number entered on screen

    4. Key in your number

    Key in your merchant number, and press ENTER. 

    Your card machine then does some setup on its own. It shuts down and restarts, and displays a sequence of different messages during this time. Just wait till it’s done – about 5-10 minutes.

    Set Date screen message

    5. Set the date

    When your card machine is ready for you to continue, it displays:

    SET DATE/TIME
    Enter Current Date
    dd/mm/yy 

    Enter today’s date – 2 digits for the day, then 2 digits for the month, then the 2 last digits of the year. Key in the date using the keypad, then press ENTER.

    Set Time screen message

    6. Set the time

    Set Time screen message

    Key in the time using the keypad, then press ENTER.

    Enter the time, using the 24-hour clock.

    List of card types accepted

    7. Check the list

    Check the list that the card machine prints out. The list shows all of the card types you are able to accept.

    If any card types are missing, or if the list displays CARD TYPES NOT ACCEPTED, contact us.

    When ready to use, Ready and your merchant number are displayed

    8. You're set to start

    Your card machine displays READY, and your merchant number.

    You can now run your test sale.