CompacOnline V2 User Manual
Updated 18 March, 2026
Conditions of Use
Read this manual completely before working on, or making adjustments to, the CompacOnline website.
Along with any warnings, instructions, and procedures in this manual, you should also observe any other common sense procedures that
are generally applicable to websites of this type.Compac Industries Limited accepts no liability for loss of profits, loss of products, and loss of time, resulting from failure to follow any warnings, instructions, and procedures in this manual, or any other common sense procedures generally applicable to software of this type, whether incurred by the user or their employees, the installer, the commissioner, a service technician, or any third party.
Unless otherwise noted, references to brand names, product names, or trademarks constitute the intellectual property of the owner
thereof.Every effort has been made to ensure the accuracy of this document. However, it may contain technical inaccuracies or typographical
errors. Compac Industries Limited assumes no responsibility for and disclaims all liability of such inaccuracies, errors, or omissions in this publication.Compac Industries Limited reserves the right to change the specifications of its products or the information in this manual without necessarily notifying its users.
Manufactured by:
52 Walls Road, Penrose, Auckland 1061, New Zealand
P.O. Box 12-417, Penrose, Auckland 1641, New Zealand
Phone: + 64 9 579 2094
Fax: + 64 9 579 0635
www.compac.co.nz
Copyright ©2015 Compac Industries Limited, All Rights Reserved
Table of Contents
Overview
Registration
Logging on
Home Page
Sites Page
Transaction Page
Products Page
Price Schedule Page
Card Management
User Management
Monitor Page
Overview
This document provides a high-level overview of CompacOnline V2 and is intended to assist users in navigating the portal.
Access to CompacOnline V2 requires valid login credentials. The availability of features described in this document may vary depending on the access level assigned by Compac and your Administrator. For further information, please contact your Compac representative.
Registration
Users who are added to CompacOnline will receive an invitation email to set up their account. Follow the link in the email to complete the registration process.
Logging on
After completing registration, access CompacOnline by visiting https://portal.compaconline.com/ and log in with your credentials.
Contact your Compac Representative if SSO(Single Sign On) is required to be set up to access CompacOnline Portal.
Home Page
Once logged in, you will be presented with the Home page. Options are found on the left-hand side of the page.
Home – This is reserved for future Dashboard development.
Sites – displays all Sites listed under the current Organisation
Transactions – displays all transactions processed through this Organisation
Products – displays all Products available to be used under the current Organisation
Price Schedule – displays all Price Schedules available under the current Organisation
Card Management
BIN Ranges – displays all BIN Ranges that can be configured under the current Organisation
Cards – displays individual card that can be processed through CompacOnline (Account Cards)
User Management
Users – displays all current users that have access to the Organisation and the permission group the user is allocated to. You will not see the permission groups users are assigned to, if they have higher permissions than you.
Permission Groups – displays the permission groups created and individual permissions enabled for the user.
You can only see permission groups that have the same or less permissions than you.
Monitor
Events – displays all events/notification triggered from a site of the current Organisation
Activity Logs – displays all activity and configuration changes made by users within the Organisation
Alerts
Alert History – displays all alert history
Alert Rules – displays a list of all alerts created
User Groups – displays a list of User Groups created for Alerts
Compac Pay
Organisation – this enables Mobile App function for the organisation
Sites – this contains Windcave Mobile merchant details for each site
Sites Page
Sites created under the Organisation is listed on this page. To view or edit site specific information and configuration, select the site required.
Note: Editing the site config will trigger a config/systems download to the device.
Click on the status button
of a site will display the high-level status of the Terminal, Pumps, Tanks and Forecourt Controller.
Under Sites, the following options are available:
Site Details – this page lists the site details: Site Name, Currency, Address, Tax Rate and Tax Identifier.
Terminals – displays a list of terminals connected to site
Selecting the terminal will open the configuration page. Selecting the Show button will show more information of the status of the terminal.
Selecting the Windcave status will show the status of each Windcave hardware connected to the unit.
Selecting the 3 dots on the side of each terminal will bring up the Operations menu related to that specific terminal. You may see different options based on the permissions you are assigned with.
Under “Operations”, you may see more options based on your permission levels
Pumps & Hoses – displays all pumps and hoses configured for this site
Pump configuration can be viewed by selecting each pump number.
Tanks – displays the Tank/s configured for site
Each tank listed is linked to a Product configured for the Organisation. Tank details can be viewed by selecting each tank. Details include Tank Number, Product, Capacity and Gauge.
Price Sign – displays the Price Sign configured for the site
Price Sign details can be viewed by selecting the Price Sign
Forecourt Controllers – displays the forecourt controller that your Compac OPT is connected to.
Receipt Templates – displays the receipt template of each BIN Range
Each receipt template corresponds to a BIN Range that is available under the Organisation.
The following features can be added on receipts:
Headers and Footers – configured for site name and addresses, can also be customised
Cents Per Unit – enabling this will print the unit price in cents
Eftpos and/or Credit Card disclaimer – standard authorisation disclaimer can be added for bank card transactions
Transactions Page
This page will display all transactions happened under the current Organisation. This will include the transactions processed using Mobile App. App transactions can be identified with a different reference number. E.G.: CP2339.
Authorisation and Completion on a transaction can be viewed individually by selecting the corresponding transaction.
Selecting the View Receipt will display the printed receipt of the transaction.
Example of Using Filters to narrow down specific transactions
Suppose you want to the check all the transactions taken by card 7885360087654321 during this week on site ‘Site5’.
Select the Organisation Compac Testing which ‘Site5’ belongs to.
On the Sidebar, select Transactions
Select
on the top right of the transaction page to set the filter.
In the filter, select the correct site name, Date Range and input the card number then click on ‘Apply’.
Now all the transactions you want to check are listed as following screen shot.
Transactions can be exported from CompacOnline. To export transactions, select
from the top right corner of the page.
There are currently 3 type of exports available. Transaction export is only available in CSV format. Transaction Totals Card Scheme and Transaction Totals Product can be exported in CSV or pdf format.
Transaction export has columns selection whereas the other two reports don't. Transaction export also has more filter options than the other two reports.
Enter and configure the report as required using the following:
Name: Give your exported transaction file a name
Filters: Use this option to filter and narrow down the criteria of the transactions.
Select
Sites: Select a site, or leave blank for all sites (muklti site filter is not supported)
Type: Select a Transaction Type or leave blank to select all
Date Range: Select the date range from the list or leave blank to capture all transactions
For Custom date, a specific date and time is required
Date Range Type: Select either Transaction Time or Transaction Upload Time
Transaction Time: Only transactions that occurred in the specified date range will be included in the report
Transaction Upload Time: Only transactions that were uploaded in the specified date range will be included in report. This option is useful for ensuring no transactions are missed when there is a delay in uploading them
State: Select a transaction state or leave blank to select all (multi selection of transaction state not supported at this stage)
Reference: Enter the reference number or leave blank
Acquirer: Select an Acquirer or leave blank to select all Acquirers
BIN Range: Select a BIN Range or leave blank to select all BINs
Card Type: Select a Card Type or leave blank to select all
PAN: Enter PAN or leave to select all
Card Tags: Select a Card Tag and specify the value or leave blank to select all
Select Apply to apply the filters.
NOTE: Select Reset to reset the filter values and select Apply to save, if you don't want the browser to save this filter option for next time use.
Columns: Here you can add the columns required on the report. To change the order of columns, simply drag and drop them.
The leftmost column will be displayed as the first column in the generated report file.
Click on the "setup" icon for Date Time Site Local Column to change the time format
To add columns, select
Select the missing columns and select Add
Select Export to start exporting the transactions.
Products Page
This page will display all current products that have been added to the Organisation
To view the details of each product, select the corresponding product. The product details includes Unit of Measure and Product Code.
Price Schedule Page
This page contains the price schedule of each product. Price schedules can be applied to one or multiple sites within the Organisation.
Each price schedule can be applied to a single or multiple sites within the Organisation, a site can only have one price schedule linked to it.
Each price schedule can be applied to a single or multiple sites within the Organisation, a site can only have one price schedule linked to it.
Card Management
BIN Ranges - This page displays the current card bin range that the Organisation can process.
Specific routing and processing rules e.g. Offline acceptance, auth limits and prompts can be configured here.
Please contact Compac Industries to arrange this.
Cards - This page displays individual cards that can be processed through CompacOnline (Account Cards).
Cards that are processed through an acquirer e.g. Windcave or WEX can not be added.
Each card can be configured to a site, restrict product and/or have a set pin.
Account cards can be added individually using Create New button or through Bulk upload function to CompacOnline.
Create New – Each card can be configured to a specific site, multiple sites or all sites under the Organization. Card can be configured to be restricted to products, to an expiry date, to a PIN. If PIN needs to be reset by user at terminal, this can be configured. Card related details can be entered under Card “Tags”.
Bulk Card Upload
Click on Card Manangment/Cards
On the right hand side click Bulk
On the right hand side click Start New
Click on the Import Cards Template CSV.
Fill out the required fields for all cards you want to import.
Open a new Excel sheet. Click on "Data" then select "Get Data From Text/CSV"
Select the updated card file and Click on "Transform Data".
Change the format of the Pan column to "text" and replace the current data in that column.
Close and Load the file. Save it as CSV.
Upload the modified csv file
Click on Start and then view progress. Once all cards are uploaded, it will display under the Completed Operations.
Click on down-arrow to view details.
User Management
Permission Groups - Permission Group defines whether this group of users have access to specific functions.
You can set up different permission groups based on the different operation requirements for your users. For example.
Your service and maintenance team may need to have access to the status of the site, pumps and tanks.
Your pricing team may need to only have access to the site and pump prices, not others.
Your fuel scheduling team or company may only need to have access to your tank data.
Click on Create New to generate new permission group.
There are large number of refined permissions available in this list.
There is an option to upload from a file, if ticking box one by one is too time consuming.
Users - This page displays all local Users created for the Site
To create a new user, select Create User and enter all requried details
Mobile number is only required if this user needs to receive Txt Alert. Otherwise leave it blank.
Permission Group needs to be created before user is invited, as user needs to be assigned to an appropriate permission group.
Click on Save once all required fields are filled out. New user will receive an invitation email with a link to set up their portal password.
Inviting a Guest user, select the drop down option
This function will enable users that already has access to other sites in the Organisation be added to the new site as a guest user.
Monitor Page
Events - All events and notifications triggered from a site will be available on this page e.g. Terminal Configuration changes,
card swipes and Online/Offline states.
Use the Search field or the filter to find specific events.
When using the filters, the Clear option has to be selected to reset the filters
Activity Logs – activities relating to an organisation or a site will be listed on this page
Alerts – selecting this page displays all alert history triggered for an organisation or site/s.
To set up an alert, a user group must be created before an Alert Rule can be configured. Select User Groups and Create New.
Enter the Name and add Users to the user group and select Save
Now to add a specific alert, select "Alert Rules" and select "Create New".
Add the required details e.g. Site; Triggers and the notification method and select Save.
Once an alert rule is triggered, a notification will be sent through email or sms.