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    • Handling Payments
        • Process a payment for an order (Full Service)
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        • Top up Octopus card with the Eats365 POS

Table of Contents

Top up Octopus card with the Eats365 POS

Learn how to add funds to an Octopus card using the Eats365 POS.

If you have Octopus integrated with your Eats365 POS, you can load funds onto Octopus cards directly through the POS. You can also check key Octopus card information, such as a card's recorded transaction history and discount usage history.

Delete

Important: To use the Octopus top-up feature on your Eats365 POS, you must contact both Octopus and Eats365 to set up the function for your restaurant. Once enabled, you can turn on the function on your POS. 

In this article, you'll learn how to perform a top-up for an Octopus card and view transaction and discount details.

Enable the Octopus top-up feature on the POS

To allow your POS to process top-ups for Octopus cards, follow the steps below:

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Integrated Payment," select Octopus Reader Setup.
  4. Under "General Settings," turn on Enable Octopus Top Up .

Once the setting is enabled, you can start performing top-ups using the steps below.

Add funds to an Octopus card

To perform a cash-in to an Octopus card, follow the steps below:

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Business Operations," tap Octopus Add Value.
  4. Select a preset amount or enter the exact amount that the customer wants to top up onto their Octopus card. 
  5. Tap Pay. This initiates the Octopus device to prepare for a top-up.
  6. Once you see the top-up amount on the Octopus device's screen, hold the Octopus card over the card reader and wait for the top-up to complete.

If the top-up transaction is successful, the POS will be directed to the payment confirmation page.

The Octopus Reader 3.0 should display the newly added amount and the card's overall balance.

Check recent transactions

To view the Octopus card's four most recent transactions, follow the steps below:

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings.
  3. Under "Integrated Payment," select Octopus Reader Setup.
  4. Tap Discount Enquiry, then select Card Enquiry. This initiates the Octopus device for card scanning.
  5. Hold the Octopus card over the card reader.

Once the Octopus card is successfully scanned, both the POS and Octopus Reader 3.0 should display the last four transactions recorded on the card, including key details about each entry.

Octopus Reader 3.0
Eats365 POS

Check discount history

To view the Octopus card's discount history, follow the steps below:

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Integrated Payment," select Octopus Reader Setup.
  4. Tap Discount Enquiry, then select Discount Scheme Enquiry. This initiates the Octopus device for card scanning.
  5. Hold the Octopus card over the card reader. 

If the scanning is successful, the POS should display a list of discounts used by the card.

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