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Mitchell1 SE POS Integration

About

Mitchell1 is a leading American software provider that produces comprehensive repair information, diagnostic tools, and shop management software for the automotive and heavy-duty truck repair industries.

Website: Mitchell1 SE

Category Details
Integration Type On-prem

Installation Guide:
Installing POS+ On-Prem
Features Payment processing integration supported within Mitchell 1.
Payment Flows Push to Terminal
Payment Links
Keyed Transactions
Keyed ACH
Additional Payment Flows Payment links reconcile in Mitchell 1.

Once a payment flow has been built for a software, it becomes available to all users.

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.

⚠️ Critical Notes:
  • Payment links do not automatically reconcile for on-prem software. In Mitchell 1, reconciliation must be performed manually under Unreconciled Invoices.
  • There are multiple versions of on-prem Mitchell 1. Additional versions may require development. Partners are responsible for any development costs needed to support unsupported versions.
  • During reconciliation in Mitchell 1, the option "Apply to the oldest entrie(s)" is selected.

Reconciliation Payment Type

This is the payment type/tender type POS+ uses when reconciling a transaction to the software's ledger. Where possible, POS+ will reconcile a transaction as payment type 'POS+' with the gateway authorization code written in the notes or memo field. If the POS+ payment type cannot be created in the software, POS+ will choose the next best option.

For this integration, the reconciliation payment type is:

It is your responsibility to add the correct payment type to the software. Failure to do so will break the reconciliation flow.

Marketing Demo Video

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Integration Type

This integration requires the On- Prem software to be installed.

Set Up

  1. Click “Setup” 
    Mitchell1- Setup Up_KB Media

  2. Select "Standard Tables"

    1. Select "Income/Payment Types."

    2. Underneath, select the "Payment Types" radio button. 


    Mitchell1- Standard Tables_KB Media

  3.  Modify an existing type or add a new POS+ entry

    Mitchell1- Standard Tables 2_KB Media

  4. Click “OK”

  5. Click “Done”

Support

  1. Moving the mouse or typing on the keyboard while POS+ is running a payment activity might cause POS+ to fail. Therefore, inform the merchant not to engage in these activities while running a transaction through POS+. If the transaction fails, simply retry the operation and remove hands from the mouse and keyboard for a few seconds.  
  2. If the user’s machine is too slow, POS+ might timeout waiting for a user’s activity. While we have never seen this in practice, it is possible that people are running 20+ year old machines and the machine is simply incapable of running a POS+ integration.  
  3. Ensure the user’s Mitchell1 version is supported by POS+. 
  4. Firewalls can prevent the POS+ executable from installing. Please consult with the customer’s network personnel to overcome any obstacles.