Moneris iCT250 OPERATING MANUAL

Moneris iCT250 OPERATING MANUAL
Moneris iCT250
OPERATING MANUAL
Software Version 2.31
Documentation Date: July 15, 2013
® MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and MERCHANT DIRECT are
registered trade-marks of Moneris Solutions Corporation. All other marks or registered trade-marks are the property
of their respective owners.
© 2013 Moneris Solutions, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2
All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical,
including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions
Corporation.
This manual is for informational purposes only. Neither Moneris Solutions Corporation (“Moneris”) nor any of its
affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of
any of the information contained in this manual.
Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or
suppliers warrant or make any representation regarding the use or the results of the use of the information, content
and materials contained in this manual in terms of their correctness, accuracy, reliability or otherwise.
Your Gift card processing is governed by your Moneris Gift Program Agreement with Moneris.
Your Loyalty card processing is governed by your Moneris Loyalty Program Agreement with Moneris.
Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA
Merchant Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover Merchant Agreement
and/or your Moneris INTERAC Merchant and Terminal Agreement (collectively the “Merchant Agreements”), as
applicable with Moneris.
It is the merchant’s responsibility to ensure that proper card processing procedures are followed at all times. Please
refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The
Moneris Merchant Operating Manual is available for free download at moneris.com/manuals.
.
Table of Contents
TABLE OF CONTENTS................................................................................................... I
1
INTRODUCTION....................................................................................................... 1
1.1
Getting Started.................................................................................................................................................1
1.2
Learning About the Terminal.........................................................................................................................1
1.3
Caring for your Moneris Hardware...............................................................................................................1
1.3.1
Caring for the Terminal .............................................................................................................................2
2
FEATURES AND PROCEDURES ............................................................................ 3
2.1
Standard Features ...........................................................................................................................................3
2.1.1
Backlight....................................................................................................................................................3
2.1.2
Card Number Masking...............................................................................................................................3
2.1.3
Communications Status .............................................................................................................................4
2.1.4
The Menu Feature......................................................................................................................................5
2.1.5
Admin Codes ...........................................................................................................................................14
2.1.6
Stored Transactions .................................................................................................................................17
2.1.7
Training Mode .........................................................................................................................................18
2.2
Optional Features ..........................................................................................................................................18
2.2.1
Balanced Prompt......................................................................................................................................19
2.2.2
Cashback..................................................................................................................................................19
2.2.3
Cheque Authorization ..............................................................................................................................19
2.2.4
Using a Chip Card ...................................................................................................................................19
2.2.5
Clerk Subtotalling....................................................................................................................................21
2.2.6
Clerk IDs..................................................................................................................................................21
2.2.7
Contactless Reader Feature......................................................................................................................21
2.2.8
Corporate Cards .......................................................................................................................................23
2.2.9
Credit-Only Processing............................................................................................................................23
2.2.10 Declined Beep..........................................................................................................................................23
2.2.11 Dial Backup for Ethernet Communication...............................................................................................23
2.2.12 Key Beep .................................................................................................................................................23
2.2.13 Loyalty/Gift Programs .............................................................................................................................24
2.2.14 Invoice Number Prompt...........................................................................................................................24
2.2.15 MOTO Transactions ................................................................................................................................24
2.2.16 Manual Entry ...........................................................................................................................................25
2.2.17 Multi-Terminal Reporting........................................................................................................................25
2.2.18 Personalized Message on Receipts ..........................................................................................................25
2.2.19 Pre-Authorization as the Default Transaction..........................................................................................26
2.2.20 Private Label Cards..................................................................................................................................26
2.2.21 The Air Miles Rewards Program .............................................................................................................26
2.2.22 Signatureless Transactions: Credit Cards ................................................................................................27
2.2.23 Terminal Names.......................................................................................................................................28
2.2.24 Tip Entry by Cardholder ..........................................................................................................................28
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Table of Contents
2.2.25
2.2.26
2.2.27
Tip Line on Pre-Authorization Receipts ..................................................................................................29
Tip Reporting...........................................................................................................................................29
Tip Percentage .........................................................................................................................................29
2.3
Standard Procedures .....................................................................................................................................30
2.3.1
Powering Up the Terminal.......................................................................................................................30
2.3.2
Powering Down the Moneris iCT250 ......................................................................................................30
2.3.3
Bilingual Displays and Receipts ..............................................................................................................30
2.3.4
Changing the Display Language on the Terminal....................................................................................31
2.3.5
Taking a Manual Imprint of a Card .........................................................................................................32
2.3.6
Cancelling a Transaction .........................................................................................................................32
2.3.7
Cancelling a Report .................................................................................................................................33
2.3.8
Reprinting a Receipt or Report ................................................................................................................33
2.3.9
The Reprint Function ...............................................................................................................................34
2.3.10 Disputed Debit Transactions....................................................................................................................35
2.3.11 PAN Fraud Check....................................................................................................................................35
2.3.12 Code 10 Authorization.............................................................................................................................35
2.3.13 Terminal Security ....................................................................................................................................35
2.3.14 POS Admin Card .....................................................................................................................................36
2.3.15 Entering Alphabetic Characters and Punctuation ....................................................................................37
2.3.16 Entering the Clerk ID...............................................................................................................................37
2.3.17 Entering the Invoice Number...................................................................................................................38
2.3.18 Entering Original Amount and Tip ..........................................................................................................38
2.3.19 Deleting a Pre-Auth from the Pre-Authorization Advice List .................................................................39
2.3.20 Entering the Promo Code.........................................................................................................................39
2.3.21 Finding the Original Sequence Number...................................................................................................39
2.3.22 Transaction with MOTO Enabled............................................................................................................40
2.3.23 Enter Reporting Data for Transaction with Purchasing Card ..................................................................40
2.3.24 Cardholder Prompts: Debit/Credit ...........................................................................................................41
3
THE MONERIS ICT250 HARDWARE .................................................................... 51
3.1
Setting Up the Terminal Hardware..............................................................................................................52
3.2
The Terminal..................................................................................................................................................52
3.3
The Integrated Printer ..................................................................................................................................53
3.4
The Display.....................................................................................................................................................55
3.4.1
The READY Screen ................................................................................................................................55
3.4.2
The TRAINING Screen ...........................................................................................................................55
3.4.3
The External PINpad WELCOME/BONJOUR Screen ...........................................................................56
3.4.4
The External PINpad TRAINING Screen ...............................................................................................56
3.4.5
The Credit-Only READY Screen ............................................................................................................56
3.4.6
The Pre-Auth READY Screen .................................................................................................................56
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Moneris iCT250 Operating Manual
Table of Contents
3.5
The Terminal Keypad ...................................................................................................................................57
3.6
The Magnetic Stripe Reader on the Terminal.............................................................................................58
3.7
The Chip Card Reader on the Terminal......................................................................................................59
3.8
The Contactless Reader on the Terminal ....................................................................................................60
3.9
The External PINpad ....................................................................................................................................61
3.9.1
The Moneris iPP230 PINpad ...................................................................................................................61
3.9.2
Setting Up the External PINpad...............................................................................................................63
3.9.3
Configuring the PINpad for a USB Connection ......................................................................................67
3.9.4
The PINpad Keypad ................................................................................................................................68
3.9.5
The Magnetic Stripe Card Reader on the PINpad....................................................................................69
3.9.6
The Chip Card Reader on the External PINpad .......................................................................................69
3.10 The Cables ......................................................................................................................................................70
3.10.1 The Power Cable......................................................................................................................................70
3.10.2 Installing the 2-part Power Cable ............................................................................................................70
3.10.3 Dial Communication Cable .....................................................................................................................71
3.10.4 Ethernet Communication Cable...............................................................................................................72
4
CONFIGURING YOUR TERMINAL ........................................................................ 73
4.1
Configuring Communications ......................................................................................................................73
4.1.1
Configuring Dial Communication ...........................................................................................................73
4.1.2
Dial Backup for Ethernet Communication...............................................................................................76
4.1.3
Configuring Ethernet Communications ...................................................................................................76
4.2
Configuring the Receipt Format ..................................................................................................................84
4.2.1
Select number of receipts printed for a transaction..................................................................................86
4.2.2
Select and edit the trailer message for cardholder receipts ......................................................................87
4.2.3
Reset the trailer message to the original text ...........................................................................................88
4.2.4
Trailer Message Options..........................................................................................................................89
4.3
Disabling the Backlight .................................................................................................................................90
4.4
Configuring Corporate (Purchasing) Cards................................................................................................91
4.5
Configuring Private Label ............................................................................................................................92
4.6
Configuring General Parameters .................................................................................................................92
4.7
Configuring Tip Entry - Debit/Credit..........................................................................................................98
4.7.1
Tip Prompt Formats: Terminal ................................................................................................................99
4.7.2
Tip Prompt Formats: PINpad.................................................................................................................100
4.8
Configuring Clerk Subtotals.......................................................................................................................101
4.8.1
Allow Clerks to Zero Totals ..................................................................................................................101
4.8.2
Identify Clerk ID Entry Method ............................................................................................................102
4.8.3
Adding Clerk IDs (including the Default Clerk ID) ..............................................................................102
4.8.4
Removing Clerk IDs ..............................................................................................................................103
4.8.5
Enabling Clerk Subtotalling...................................................................................................................104
4.8.6
Enabling the Clerk ID Prompt ...............................................................................................................104
4.8.7
Enabling the Default Clerk ID ...............................................................................................................105
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4.8.8
Identifying the Clerk ID Location..........................................................................................................105
4.9
Configuring Multi-terminal Reporting......................................................................................................106
4.9.1
Enabling Multi-Terminal Reporting ......................................................................................................106
4.9.2
Disabling Multi-terminal Reporting ......................................................................................................106
4.9.3
Changing the Terminal Name................................................................................................................106
4.9.4
Deleting the Terminal Name..................................................................................................................107
4.10
Configuring Cheque Authorization............................................................................................................108
4.11 Initialization .................................................................................................................................................108
4.11.1 First Initialization...................................................................................................................................108
4.11.2 Re-initialization .....................................................................................................................................109
4.12
Restore Factory Defaults.............................................................................................................................109
4.13
Remote Code Download ..............................................................................................................................109
5
FINANCIAL TRANSACTIONS.............................................................................. 111
5.1
Card Programs ............................................................................................................................................111
5.1.1
Card Entry at the POS............................................................................................................................111
5.2
Payment Types.............................................................................................................................................112
5.2.1
Credit Transactions................................................................................................................................112
5.2.2
Debit Transactions .................................................................................................................................112
5.3
Transaction Flows........................................................................................................................................113
5.4
Transaction Guidelines ...............................................................................................................................113
5.5
Credit and Debit Transactions ...................................................................................................................114
5.5.1
Purchase.................................................................................................................................................114
5.5.2
Purchase-Void........................................................................................................................................116
5.5.3
Refund ...................................................................................................................................................118
5.5.4
Refund-Void ..........................................................................................................................................120
5.5.5
Pre-Authorization and Advice Transactions ..........................................................................................123
5.5.6
Manually Processing Transactions ........................................................................................................131
5.5.7
Manually Processing Transactions UNDER Floor Limit ......................................................................131
5.5.8
Manually Processing Transactions OVER Floor Limit .........................................................................131
5.5.9
Private Label Transactions.....................................................................................................................132
5.6
Cheque Authorization Transactions ..........................................................................................................134
5.6.1
Cheque Authorization ............................................................................................................................134
5.6.2
Cheque Authorization with a Credit Card..............................................................................................134
5.6.3
Cheque Authorization with a Driver's Licence ......................................................................................135
5.6.4
Province or State Code ..........................................................................................................................135
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Moneris iCT250 Operating Manual
Table of Contents
5.7
6
6.1
Receipt Processing .......................................................................................................................................136
MONERIS LOYALTY AND GIFT PROGRAMS .................................................... 137
Loyalty/Gift Programs ................................................................................................................................137
6.2
Configuring Tip Entry for Gift...................................................................................................................137
6.2.1
Configuring Tip Entry for Gift ..............................................................................................................137
6.2.2
Configuring the Tip Percentage for Gift ................................................................................................138
6.3
Moneris Gift Card Program .......................................................................................................................140
6.3.1
The Moneris Gift Card Program ............................................................................................................140
6.3.2
Gift Card Transactions...........................................................................................................................141
6.4
Moneris Loyalty Program...........................................................................................................................145
6.4.1
Loyalty Card Transactions.....................................................................................................................145
6.4.2
Loyalty Reports .....................................................................................................................................145
6.4.3
Loyalty Transactions..............................................................................................................................146
6.5
Loyalty and Gift Procedures.......................................................................................................................152
6.5.1
Reprinting Loyalty/Gift Receipts...........................................................................................................152
6.5.2
Starting a Loyalty Card Transaction from a Financial Transaction .......................................................152
6.5.3
Transferring the Balance to a New Gift Card ........................................................................................153
6.5.4
Selecting the Balance Due Payment Method.........................................................................................153
6.5.5
Entering the Bonus Code .......................................................................................................................155
6.5.6
Entering the Optional Information.........................................................................................................156
6.5.7
Entering the Activation Amount............................................................................................................156
6.5.8
Entering the Number of Points for a Redemption..................................................................................156
6.5.9
Entering the Pre-Tax Amount................................................................................................................157
6.5.10 Entering the Benefit Amount.................................................................................................................158
6.5.11 Entering the Redemption Amount .........................................................................................................159
6.5.12 Cardholder Prompts: Gift.......................................................................................................................160
6.5.13 Entering a Tip on Terminal: Preset Percentage Enabled - Gift..............................................................161
6.5.14 Selecting Percentage or Dollar Amount Tip on Terminal - Gift............................................................161
6.5.15 Entering a Percentage Tip on Terminal - Gift........................................................................................162
6.5.16 Entering a Dollar Amount Tip on Terminal - Gift.................................................................................162
6.5.17 Tip Prompt on PINpad: Preset Percentage Enabled - Gift .....................................................................163
6.5.18 Tip Prompt on PINpad: Selecting Percentage or Dollars - Gift.............................................................163
6.5.19 Tip Prompt on PINpad: Entering a Percentage - Gift ............................................................................164
6.5.20 Tip Prompt on PINpad: Entering a Dollar Amount - Gift......................................................................164
6.6
Loyalty and Gift Menu Feature..................................................................................................................165
6.6.1
The ERNEX Menu ................................................................................................................................165
6.6.2
The Loyalty/Gift SETUP Menu.............................................................................................................166
6.6.3
The Loyalty/Gift VOUCHER HEADER Menu.....................................................................................168
6.6.4
The Loyalty/Gift REPORT FUNCTIONS Menu ..................................................................................169
6.7
Loyalty and Gift Admin Transactions .......................................................................................................170
6.7.1
Loyalty/Gift Card Inquiry......................................................................................................................170
6.7.2
Voiding a Loyalty/Gift Transaction.......................................................................................................171
6.7.3
Loyalty/Gift Close Batch .......................................................................................................................172
6.7.4
Loyalty/Gift Initialization ......................................................................................................................172
6.8
Loyalty and Gift Reports ............................................................................................................................174
6.8.1
Printing a Loyalty/Gift Report after a Financial Report ........................................................................174
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Table of Contents
6.8.2
6.8.3
6.8.4
6.8.5
6.8.6
6.8.7
6.8.8
6.8.9
6.8.10
6.8.11
7
Printing a Stored Transactions Report for Loyalty/Gift Transactions ...................................................174
Printing a Loyalty/Gift Open Batch Totals Report ................................................................................175
Loyalty/Gift Transaction Inquiry Report ...............................................................................................176
Printing Gift Tip Totals..........................................................................................................................178
Clerk Subtotalling on Loyalty/Gift Transactions...................................................................................179
Loyalty/Gift Clerk Subtotals Report for All Clerks...............................................................................179
Loyalty/Gift Clerk Subtotals Report for a Group of Clerks...................................................................180
Loyalty/Gift Clerk Subtotals Report for One Clerk...............................................................................180
Printing the Loyalty/Gift Configuration Parameters List.......................................................................181
Printing a Loyalty/Gift Help List...........................................................................................................182
THE AIR MILES REWARDS PROGRAM ............................................................. 183
7.1
The Air Miles Rewards Program ...............................................................................................................183
7.1.1
Configuring Air Miles ...........................................................................................................................183
7.1.2
Air Miles Rewards Transactions............................................................................................................183
7.1.3
Air Miles Rewards Administration........................................................................................................183
7.2
Configuring the Air Miles Rewards Program...........................................................................................183
7.2.1
The Air Miles REWARDS SETUP Menu.............................................................................................184
7.2.2
Planning the Rewards Program Configuration ......................................................................................185
7.2.3
Rewards Program Planning Worksheet .................................................................................................186
7.2.4
Reward Program Components - Calculator and Factor Values .............................................................187
7.2.5
Reward Program Components - Bonus Offer Values ............................................................................190
7.2.6
Reward Program Components - Incentive Values .................................................................................192
7.2.7
Order of Calculation ..............................................................................................................................192
7.2.8
Rewards Calculation Table....................................................................................................................193
7.2.9
Enable the Rewards Program.................................................................................................................194
7.2.10 Select the Type of Rewards Program.....................................................................................................195
7.2.11 Configure the Calculator and Factor Values..........................................................................................195
7.2.12 Configure the Incentive Values .............................................................................................................196
7.2.13 Configure the Maximum Rewards Allowed ..........................................................................................197
7.2.14 Set the Rewards Totals Reset Time of day ............................................................................................198
7.2.15 Enable the Enter Reference Number Prompt.........................................................................................198
7.2.16 Configure the Bonus Offers...................................................................................................................198
7.2.17 Configure the Tax Type.........................................................................................................................201
7.2.18 Configure the SAF Upload Time Period................................................................................................201
7.3
Air Miles Transactions ................................................................................................................................202
7.3.1
Air Miles Rewards - Purchase ...............................................................................................................202
7.3.2
Add Bonus Offers during a Rewards Purchase......................................................................................203
7.3.3
Applying the Incentive to an Air Miles Rewards Purchase ...................................................................203
7.3.4
Air Miles Rewards - Refund..................................................................................................................204
7.3.5
Add Bonus Offers during a Rewards Refund ........................................................................................205
7.4
Air Miles Admin Transactions ...................................................................................................................205
7.4.1
Completing Air Miles Reward Transactions .........................................................................................205
7.4.2
Printing the Air Miles Rewards SAF List..............................................................................................206
7.4.3
SAF Log Status Icons ............................................................................................................................206
7.4.4
Deleting a transaction from the Air Miles Rewards SAF List ...............................................................207
7.4.5
Printing an Air Miles Rewards Totals Report........................................................................................207
7.4.6
Printing the Air Miles Rewards Transaction List ..................................................................................208
7.4.7
Printing an Air Miles Rewards Configuration List ................................................................................209
7.4.8
Printing an Air Miles Rewards Help List...............................................................................................209
7.4.9
Rewards - Reprint Last Receipt .............................................................................................................210
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8
ADMIN TRANSACTIONS ..................................................................................... 211
8.1
Log On ..........................................................................................................................................................211
8.2
Log Off..........................................................................................................................................................211
8.3
EMV Transaction Data ...............................................................................................................................212
8.4
Private Label Instant Credit Card Application ........................................................................................212
8.5
Clear Storage................................................................................................................................................214
8.6
Training Mode .............................................................................................................................................215
8.6.1
Training Mode .......................................................................................................................................215
8.6.2
Transactions Available in Training mode..............................................................................................215
8.6.3
Loyalty/Gift Reports ..............................................................................................................................217
8.6.4
Entering Training Mode.........................................................................................................................217
8.6.5
Exiting Training Mode...........................................................................................................................218
9
REPORTS ............................................................................................................. 219
9.1
Clerk Subtotalling Reports .........................................................................................................................219
9.1.1
Clerk Subtotals Report for All Clerks....................................................................................................219
9.1.2
Clerk Subtotals Report for One Clerk....................................................................................................219
9.1.3
Clerk Subtotals Report for a Group of Clerks........................................................................................220
9.2
Printing the Configuration Parameters Report ........................................................................................221
9.3
EMV Parameters List..................................................................................................................................222
9.4
Current Batch Totals Report......................................................................................................................222
9.5
Deposit Totals Inquiry.................................................................................................................................223
9.6
Tip Totals Report.........................................................................................................................................223
9.7
Printing a Help List .....................................................................................................................................225
9.8
Merchant Subtotals Report.........................................................................................................................225
9.9
Printing the Pre-Authorization List ...........................................................................................................226
9.10
Delete a Pre-Authorization using Transaction Inquiry............................................................................227
9.11
Private Label Transactions on Reports .....................................................................................................228
9.12
Printing a Stored Transactions Report......................................................................................................229
9.13 Transaction Inquiry Report........................................................................................................................230
9.13.1 Printing a Transaction Inquiry Report ...................................................................................................231
9.13.2 Transaction Inquiry - Reprinting the Merchant Receipt Copy...............................................................231
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10
END-OF-DAY PROCEDURE ............................................................................. 233
10.1
Merchant Close ............................................................................................................................................233
10.2
System Close.................................................................................................................................................234
10.3
Close Batch...................................................................................................................................................234
10.4 Multi-terminal Reports ...............................................................................................................................235
10.4.1 Multi-Terminal Report for All Terminals..............................................................................................235
10.4.2 Multi-Terminal Report for One or More Terminals by Name ...............................................................236
10.4.3 Multi-Terminal Report for One or More Groups of Terminals .............................................................237
11
TROUBLESHOOTING....................................................................................... 239
11.1
Additional Documentation..........................................................................................................................239
11.2
Telephone Assistance...................................................................................................................................239
11.3
Merchant Direct...........................................................................................................................................240
11.4
Troubleshooting ...........................................................................................................................................240
11.5
Error Messages on the iCT250 Terminal ..................................................................................................241
11.6
Error Messages on the PINpad...................................................................................................................259
11.7
Hardware Problems.....................................................................................................................................264
11.8
Understanding DECLINED Messages.......................................................................................................267
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Moneris iCT250 Operating Manual
1
Introduction
1.1 Getting Started
You must prepare your terminal before you process transactions:
1. Set up the Hardware.
2. Configure the terminal.
3. Initialize the terminal.
4. Log onto the Moneris Host.
Once the terminal is ready to use, practise performing transactions in Training mode to ensure
that any errors made while learning to perform transactions do not affect your business
account.
1.2 Learning About the Terminal
The Moneris debit and credit card payment system that connects to the point-of-sale (POS)
services provided by Moneris Solutions.
To introduce yourself to the terminal,:
•
Moneris Hardware
•
Features & Procedures
•
READY Screens
•
Training mode
•
MAIN Menu
1.3 Caring for your Moneris Hardware
Proper care of your terminal will help ensure uninterrupted service. Here are some
recommendations for maintaining the hardware in good working order:
IMPORTANT: Misuse of equipment can result in replacement liability.
•
DO clean the hardware components with a dry or slightly damp cloth rinsed in a mild
soap solution.
•
Do NOT use solvents, detergents, cleaning fluids or abrasives on any of the hardware
components.
•
Avoid spilling liquids on components.
•
Do NOT expose components to extreme temperatures.
Moneris iCT250 Operating Manual
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1
1.3.1
Introduction
Caring for the Terminal
•
Clean the magnetic stripe reader (MSR) periodically, using the cleaning card
provided with your terminal. To obtain additional MSR cleaning cards, contact the
Moneris Merchant Service Centre.
•
Note: Do NOT use the MSR cleaning card in the chip card reader.
•
It is recommended that merchants obtain their POS stationery and paper rolls from
Moneris to ensure that these supplies comply with the applicable specifications.
Contact the Moneris Merchant Service Centre to obtain additional supplies for your
terminal.
•
Load the paper into the printer correctly.
IMPORTANT: You must use the exact power adaptor and cable provided with the
terminal by Moneris Solutions. Failure to do so may affect the operability of, or cause
damage to the terminal and Moneris Solutions shall have no liability whatsoever for a
failure to follow these instructions.
2
Moneris iCT250 Operating Manual
2
Features and Procedures
Your terminal can be set up to accept and process a variety of transactions for a variety of
cards including debit cards, magnetic stripe credit cards, chip cards (credit and debit), private
label cards, purchasing cards, and loyalty/gift cards. The terminal can also be set up to process
cheque authorizations and to prompt for entry of a Tip amount by the cardholder on the
terminal (or an external PINpad if attached) for debit/credit transactions and gift transactions.
The terminal supports many other features.
2.1 Standard Features
These features are available and enabled on all Moneris iCT250 terminals.
2.1.1
•
Backlight
•
Bilingual Displays and Receipts
•
Chip Card Processing
•
Ethernet Communication
•
Menu-driven interface
•
Shortcut Codes
•
Stored Transactions
•
Training Mode
Backlight
Both the screen and the keypad can be lit up to make reading and responding to the prompts
easier in low-light locations such as restaurants. The backlight will turn off automatically after
a preset amount of time of no activity. The backlight will turn on again the first time any
button is pressed.
IMPORTANT: The buttons on the keypad still function normally even when the
backlight is turned off. For example, if you press the
key when the backlight is off,
the MAIN MENU appears, and the backlight comes on.
2.1.2
Card Number Masking
To reduce the risk of fraudulent card use, masking and/or truncation is applied to card
numbers: Only a portion of the card number is masked with an '*' ( i.e., an asterisk is printed
in place of the remaining digits of the number). The expiry date is not printed on any receipt
copy.
IMPORTANT: Do not disable Merchant Receipt Card Number Masking. If Merchant
Receipt Card Number Masking is disabled, the Card number will be fully displayed on
the Merchant copy of the receipt.
2.1.2.1
On Receipts
Card masking is dependent on payment type (i.e., credit or debit) and the card issuer.
For credit (and some debit chip) cards:
[Cardholder copy] The card number will appear masked as ***************1234
while no Expiry date appears at all.
Moneris iCT250 Operating Manual
3
2
Features and Procedures
[Merchant copy] The card number will appear as 1234***********1111 while the
Expiry date will appear masked as ****.
For most debit cards:
[Cardholder copy] The card number will appear masked as 1234567891*********.
[Merchant copy] The card number will appear masked as 1234***********1111.
For loyalty and gift cards:
[Cardholder copy] The card number will appear masked as ***************1234
and no Expiry date appears.
[Merchant copy] The card number will appear masked as 1234***********1111 and
no Expiry date appears.
For Air Miles Rewards cards:
An Air Miles Rewards card number will appear fully as 12345678911.
2.1.2.2
2.1.3
On Reports
Expiry dates are not printed on reports.
Communications Status
As the terminal communicates with the Moneris Host, the terminal displays PROCESSING to
indicate that the transaction is proceeding correctly.
The following communication indicators are displayed in the information header portion of
the terminal display screen:
Ethernet communication (if you are using IP)
Dial communication (if you are using dial or dial backup)
2.1.3.1
Ethernet Communication Status
If your terminal is using Ethernet communication to communicate with the Moneris Host, the
terminal will connect to the Moneris Host each time you begin a transaction (the connection
process does not generate any noise).
The following icons appear at the top of the screen.
Icon
Description
(Ethernet Connection Available symbol)
appears at the top of the terminal screen and is coloured green
under normal conditions
If your terminal is configured to use Ethernet communication AND the dial parameters are
configured on your terminal AND your terminal is connected to a dial line:
•
4
when there is a problem with the Ethernet connection, the terminal will automatically
attempt to use the dial line to communicate with the Moneris Host and the
ETHERNET COMMS ERROR-DIAL USED PRESS OK prompt will appear.
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2
2.1.3.2
2.1.4
Features and Procedures
Dial Communication Status
If your terminal is using dial communication to communicate with the Moneris Host, the
terminal will dial the Moneris Host each time you begin a transaction. (The terminal does not
make any noise when it dials.)
•
Under normal conditions the terminal will not indicate the status of the dial line.
•
If there is a problem with the dial communication, an error message will appear.
The Menu Feature
All transactions and functions can be accessed through menus and sub-menus.
- Scroll down: press
For quicker access to transactions and functions use the Short-cut codes.
2.1.4.1
The Main Menu
The Main menu (see MAIN MENU below) gives you access to sub-menus that allow you to
select financial transactions, manage processed financial transactions and configure your
terminal to perform the transactions you need.
The menus are listed in the order they appear on the menu.
MAIN MENU
Opens the:
TRANSACTIONS
TRANSACTIONS menu
ERNEX
Ernex Gift and Loyalty menu
REWARDS
Air Miles REWARD menu
REPORTS
REPORT FUNCS menu
ADMIN
ADMIN FUNCS menu
CONFIGURATION
CONFIG FUNCS menu
To access the MAIN MENU:
from the READY screen:
•
Simply press the
key.
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5
2
2.1.4.2
Features and Procedures
The Transactions Menu
This menu allows you to select the type of transaction you wish to process.
The transactions are listed in the order they appear on the menu. Some items may not appear
on the terminal until a specific feature is enabled.
TRANSACTIONS
From the READY screen
PURCHASE
Process a credit or debit Purchase transaction.
REFUND
Process a credit or debit Refund transaction for a portion of or the
full amount of the original Purchase.
PRE-AUTH
Process a Pre-Authorization transaction.
P-A ADVICE
Process an Advice (to complete a Pre-Authorization Transaction).
P-A ADVICE LST
Complete or delete multiple Pre-Auth transactions from a list.
Note: This item appears only if Tip Reporting is enabled.
PAYMENT
Processes a private label Payment transaction.
Note: This item appears only if the terminal is set up on the
Moneris Host to process this transaction.
CHEQUE AUTH
Connect to a cheque authorization service and obtain approval
based on a credit card or driver's licence.
Note: This item appears only if the terminal is set up on the
Moneris Host to process this transaction.
VOID-PURCHASE
Void a credit or debit Purchase transaction for the full amount of
the original Purchase transaction. In effect this cancels the
original Purchase transaction.
VOID-REFUND
Void a credit or debit Refund transaction for the full amount of
the original Refund transaction. In effect this cancels the original
Refund transaction.
To access the TRANSACTIONS menu:
from the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
6
Moneris iCT250 Operating Manual
2
2.1.4.3
Features and Procedures
The Reporting Functions Menu
This menu allows you to produce a variety of reports and perform a close batch on your
terminal.
The reports are listed in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
REPORT FUNCS
Allows you to print:
CLOSE BATCH
A Batch Totals report and close the current batch in order to
deposit funds in your account.
TRANS LIST
A list of all stored transactions by date or by batch.
TRANS INQUIRY
A list of transactions based on selected criteria and
print duplicate Merchant Copies of receipts and
delete Pre-Authorization transactions.
DEPOSIT TOTALS
A report listing deposit totals by card and transaction type.
MERCH SUBTOTAL
A report listing totals in the current batch by card and
transaction type.
TIP TOTALS
A report that shows the Tip summary of all Purchase and PreAuth Advice transactions for the current batch.
Note: This item appears only if Tip Reporting is enabled.
MULTI TERM RPT
A Deposit Totals report for each terminal associated with your
Moneris Merchant ID.
This item appears only if Multi-Terminal Reporting is
enabled.
CLERK INQUIRY
A report listing totals for a specific clerk, a group of clerks or
all clerks.
This item appears only if Clerk Subtotalling is enabled.
PRE-AUTH LIST
A list of Pre-Authorization transactions based on selected
criteria.
CONFIG LIST
A report listing the current settings for each parameter.
EMV PARAMS LIST
A report listing the current EMV parameter settings.
HELP LIST
A list of the functions and transactions with their Shortcut
codes.
To access the REPORT FUNCS menu:
from the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
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2
2.1.4.4
Features and Procedures
The Admin Functions Menu
This menu allows you to perform the administrative functions required to manage your
terminal.
The functions are listed in the order they appear on the menu.
ADMIN FUNCS
Allows you to:
LOGON
Log on to the Moneris Host and allow the terminal to process
transactions.
LOGOFF
Log off of the Moneris Host and prevent the terminal from
processing transactions.
REPRINT
Print a duplicate copy of the most recently printed receipt or
report.
EMV TRNS DATA
Print the DE55 data for the most recent EMV transaction that
has gone online.
LANGUAGE
Switch the language displayed on the terminal and printed on
the merchant copy of the receipt from English to French and
vice versa.
BACKLIGHT
Turn the display backlight off and on.
TRAINING
Enter and exit Training mode.
CREDIT APP
Allows for the instant processing of a customer's Private Label
Credit Card Application.
CLEAR STORAGE
Clears all stored transaction data (including card data) for
debit, credit, gift, and loyalty transactions from the terminal's
memory.
To access the ADMIN FUNCS menu:
from the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCTIONS menu appears.
8
Moneris iCT250 Operating Manual
key.
2
2.1.4.5
Features and Procedures
The Configuration Menu
The Configuration menu (see CONFIG FUNCTIONS below) contains a list of parameters and
programs that can be enabled and configured on the iCT250 terminal.
IMPORTANT: A number of these programs require agreements between the merchant
and a service provider other than Moneris Solutions. Please ensure that the necessary
agreements are in place before attempting to configure those programs on the terminal.
The parameters and programs are listed in the order they appear on the menu. Some items
may not appear on the terminal until another feature is enabled.
CONFIG FUNCS
Allows you to:
INITIALIZATION
Initialize the terminal to the Moneris Host.
GENERAL PARAMS
Configure the communications (if not using Dial) and other
parameters that affect all transactions, e.g., tip entry and admin
card protection.
DIAL CONFIG
Configure the parameters required to use a regular phone line
to communicate with the Moneris Host.
ETHERNET CFG
Configure the parameters required to use the Internet to
communicate with the Moneris Host.
HOST SETUP
Configure Moneris Host parameters when Ethernet
communication is enabled.
PRINTER CONFIG
Configure the receipt printing options including number of
copies, signature lines and trailer messages on your receipt.
MULTI TERM CFG
Configure a terminal in order to use multi-terminal reporting.
CLERK TOTALS
Configure the terminal to display the Clerk ID prompt.
CLERK MAINT
Add and remove Clerk IDs (if Clerk Totals is enabled).
DEFAULT CLERK
Configure the Default Clerk ID on a terminal.
PURCHASE CARD
Configure the merchant name and tax type for processing
purchasing and corporate cards.
REMOTE D-LOAD
Download upgrades from the Moneris Host.
RESTORE DEFLT
Reset all of the parameters on the terminal to the factory
defaults.
To access the CONFIG FUNCS menu:
from the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
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2
Features and Procedures
2.1.4.6
The General Parameters Menu
The General Parameters menu allows you to enable and configure the optional features on
your terminal.
The parameters are listed in the order they appear on the menu. Some items may not appear
on the terminal until another feature is enabled.
10
GENERAL PARAMETERS
Allows you to:
COMMS TYPE
Select the communication type
DECLINED BEEP
Enable/disable terminal beep when a financial
transaction has been cancelled, declined, or not
completed.
KEY BEEP
Enable/disable the keystroke beep.
TIP REPORTING
Enable/disable Pre-Authorization Advice List (found in
the TRANSACTIONS menu) and a Tip Totals report
(found in the REPORT FUNCS menu).
TIP ENTRY
Enable/disable Tip prompts during debit or credit
Purchase transactions.
TIP PERCENTAGE
Define a default Tip Percentage.
CHIP PRE-AUTH
Enable/disable processing Pre-Authorization
transactions using chip credit cards as well as magnetic
stripe credit cards.
COMM WARNINGS
Do NOT use this function unless directed to do so by the
Moneris Merchant Service Centre.
CASH BACK
Enable/disable the ENTER CASH BACK prompt during
debit Purchase transactions.
C BACK AMT 1
Set a preset Cashback Amount option during debit
Purchase transactions.
C BACK AMT 2
Set a higher preset Cashback Amount option during
debit Purchase transactions.
C BACK AMT 3
Set the highest preset Cashback amount or give the
customer the option to key in another amount during
debit Purchase transactions.
CASHBACK LIMIT
Set the maximum Cashback amount that can be entered
during debit Purchase transactions.
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2
Features and Procedures
BALANCE PROMPT
Enable/disable the ARE TOTALS BALANCED?
prompt during the Close Batch transaction.
INVOICE NUMBER
Enable/disable the ENTER INVOICE NO entry screen
during all financial transactions.
TAKE IMPRINT
Enable/disable the TAKE MANUAL IMPRINT OF
CARD AND PRESS OK prompt during financial
transactions (e.g., credit) in which the Card number is
manually entered.
PROVINCE CODE
Set the default Province Code value for Cheque
Authorization transactions using a driver's licence.
MAIL/TEL ORDER
Enable/disable identifying a credit transaction as a Mail
Order or Telephone Order during the transaction.
BACKLIGHT TIME
Set the amount of terminal idle time before the backlight
turns off automatically.
CONTRAST
This function is not supported.
ADMIN PROTECT
Enable the SWIPE ADMIN CARD prompt on all
transactions accessed from the REPORTS, ADMIN and
CONFIGURATION menus.
CTLS READER
Enable/disable the contactless functionality that allows
the terminal (or external PINpad if attached) to
communicate with and accept information from cards
that are tapped or waved over the internal contactless
reader.
CTLS LOGO
Enable/disable printing of the generic Contactless logo
on contactless transaction receipts.
SURCHARGE AMT
Do NOT configure unless directed to do so by the
Moneris Merchant Service Centre.
SURCH MIN LMT
Do NOT configure unless directed to do so by the
Moneris Merchant Service Centre.
SURCH MAX LMT
Do NOT configure unless directed to do so by the
Moneris Merchant Service Centre.
SEMI-INTEGRATE
Do NOT enable.
MANUAL ENTRY
Enable/disable the option to key in card data when the
terminal prompts you to enter a card during a financial
transaction.
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11
2
Features and Procedures
To access the GENERAL PARAMETERS menu:
from the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
3. Scroll down to GENERAL PARAMS, and press the
2.1.4.7
key.
The Ethernet Setup Menu
This menu allows you to configure the Ethernet communication parameters.
The functions that appear on this menu vary according to the type of Ethernet communication
you select. Not all functions are available for every Ethernet communication type.
The parameters and programs are listed in the order they appear on the menu.
ETHERNET SETUP
Allows you to:
TERMINAL SETUP
select the terminal type and enter terminal address information
DNS SETUP
enter the Primary and Secondary DNS addresses
PING
Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
CONNECT T-OUT
Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
RETRY CONNECT
Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
ERROR REPORT
Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
To access the ETHERNET SETUP menu, from the READY screen:
1.
Press the
key.
The MAIN MENU appears.
2.
Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3.
Scroll down to ETHERNET CFG, and press the
The ETHERNET SETUP menu appears.
key.
key.
Note: The Communications Type must be set to Ethernet (complete Step 1 of Configuring
Dynamic Public IP Communication) before the ETHERNET CFG item will appear on the
menu.
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2
2.1.4.8
Features and Procedures
The Printer Configuration Menu
This menu allows you to set the printer and receipt settings that work best for your business.
The functions are listed in the order they appear on the menu.
PRINTER CFG
Allows you to:
PRE-PRINT
Set the printer to begin printing the beginning of the receipt while
you enter the transaction information. DO NOT enable this
feature.
NO OF COPIES
Select the number of receipts to print for each transaction.
PRINT DELAY
Set the length of time the printer waits before printing the next
copy of the receipt
P-A TIP LINE
Print a separate line for a Tip amount on Pre-Authorization
transaction receipts.
SIGNATURE LINE
Print a signature line on credit transaction receipts. (Not necessary
for terminals that process MOTO transactions).
PRINT P-A ADV
Print receipts for Pre-Auth Advice transactions.
PRINT PRE-AUTH
Print receipts for Pre-Authorization transactions. (Not necessary
for some businesses).
CARD MASKING-M
Enable masking of the customer's Card number on the Merchant
copy of the receipt. Masking is enabled by default. DO NOT
change this setting.
RCPT LIMIT-M
Suppress the printing of the Merchant copy of the receipt if the
credit Purchase qualifies as a signatureless transaction. Printing is
enabled by default. Do NOT change this setting.
RCPT LIMIT-C
Suppress the printing of the Cardholder copy the receipt if the
credit Purchase qualifies as a signatureless transaction.
TRAILER MSG
Add personalized messages (in English and/or French) to the
bottom of Cardholder copy of the receipts.
To access the PRINTER CFG menu:
from the READY screen:
1. Press the
key.
2. Scroll down to CONFIGURATION, and press the
key.
3. Scroll down to PRINTER CONFIG, and press the
key.
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2
2.1.5
Features and Procedures
Admin Codes
To access transactions directly without having to navigate through a number of menus, use the
key and the Admin codes listed here.
•
Financial transactions, Loyalty/Gift transactions and Air Miles transactions can be
accessed using a 3-digit code.
•
Other transactions can each be accessed using a 2-digit code:
•
Reporting Transactions
•
Administrative Transactions
•
Configuration Transactions
To start a transaction or function using the Admin code, at the READY screen:
1. Press the
key twice.
2. Key in the code and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
Note: You can also use Admin codes from the TRANSACTIONS menu, the REPORT
FUNCS menu, the ADMIN FUNCS menu and the CONFIG FUNCS menu by pressing the
key once.
Financial Transactions
TRANSACTION
CODE
BEGIN AT
Purchase
100
step 1.
Refund
101
step 4.
Pre-Auth
102
step 4.
Pre-Auth Advice
103
FIND ORIGINAL
TRANSACTION?
YES - step 4 of "Advice - with Pre-Authorization Sequence
Number"
NO - step 4 of "Advice - with Voice Authorization Number"
Pre-Auth Advice List
109
step 4.
Private Label Payment
104
step 4.
Cheque Authorization
105
Driver's Licence
- step 5 of "Cheque Authorization with a Driver's Licence"
Credit Card
- step 5 of "Cheque Authorization with a Credit Card"
14
Purchase-Void
106
step 4.
Refund-Void
107
step 4.
Payment-Void
108
step 3.
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2
Features and Procedures
Reporting Transactions
TRANSACTION
CODE
Close Batch
99
Transaction List
60
Transaction Inquiry
66
Deposit Totals Inquiry
77
Tip Totals
96
Merchant Subtotals Inquiry
95
Multi-Terminal Report
85
Clerk Subtotals Inquiry
82
Pre-Authorization List
62
Configuration Report
16
EMV Parameters Report
19
Print Help List
40
Administrative Transactions
TRANSACTION
CODE
Log on
02
Log off
03
Reprint (a receipt or report)
29
EMV Transaction Data
41
Language
(change between English and French)
04
Backlight
39
Training
05
Private Label Credit Application
48
Clear Storage
91
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15
2
Features and Procedures
Configuration Transactions
Note: Not all items appear on the list at all times.
TRANSACTION
CODE
Initialization
01
General Parameters
08
Host Setup
11
Dial Communication Setup
15
Ethernet Communication Setup
13
Printer Setup
14
Multi-Terminal Configuration
80
Clerk Subtotalling Configuration
83
Clerk ID Maintenance
84
Default Clerk ID
81
Purchasing (Corporate) Card
50
Remote Download
97
Restore Default Settings
98
Loyalty and Gift Transactions
TRANSACTION
16
CODE
Initialization(Loyalty/Gift)
301
Communication (Loyalty/Gift)
332
Configuration List (Loyalty/Gift)
316
Enable Ernex (Loyalty/Gift)
322
Disable Ernex (Loyalty/Gift)
323
General Parameters (Loyalty/Gift)
308
Open Batch Totals (Loyalty/Gift)
390
Reprint (Loyalty/Gift)
329
Routing Code (Loyalty/Gift)
330
Help List (Loyalty/Gift)
340
Transaction List (Loyalty/Gift)
360
Ernex Transaction Inquiry (Loyalty/Gift)
366
Tip Totals (Loyalty/Gift)
370
Clerk Subtotal Inquiry (Loyalty/Gift)
382
Close Batch (Loyalty/Gift)
399
Points Purchase / Gift Purchase
300
Moneris iCT250 Operating Manual
2
Features and Procedures
Points Refund / Gift Refund
311
Redemption (Loyalty)
302
Activate Loyalty card /
Activate/Load Gift Card
304
Deactivate Loyalty card /
Deactivate Gift Card
312
Card Inquiry (Loyalty/Gift)
306
Void (Loyalty/Gift)
307
Reports (Loyalty/Gift)
309
Setup (Loyalty/Gift)
310
Air Miles Rewards Transactions
TRANSACTION
2.1.6
CODE
Initialization(Loyalty/Gift)
301
Communication (Loyalty/Gift)
332
Configuration List (Loyalty/Gift)
316
Enable Ernex (Loyalty/Gift)
322
Disable Ernex (Loyalty/Gift)
323
General Parameters (Loyalty/Gift)
308
Open Batch Totals (Loyalty/Gift)
390
Reprint (Loyalty/Gift)
329
Routing Code (Loyalty/Gift)
330
Help List (Loyalty/Gift)
340
Stored Transactions
The terminal can store up to 500 approved credit and debit transactions in its memory. These
transactions are searchable, allowing you to print reports and reprint receipts in the event of a
disputed transaction.
IMPORTANT: The oldest transaction is dropped once the terminal memory reaches
capacity. If your terminal is replaced, the memory cannot be transferred to the new
terminal, and is therefore lost. Moneris recommends printing a list of all transactions on
the old terminal before disconnecting it then installing the new terminal.
Moneris iCT250 Operating Manual
17
2
2.1.7
Features and Procedures
Training Mode
Training mode allows you and your employees to practise operating the Moneris iCT250
terminal without affecting your terminal total amounts, your financial accounts, and your
customers’ accounts.
Note: Once you enter Training mode you can not change the terminal language. If you wish
to change the terminal language you must exit Training mode, change the terminal display
language, and then enter Training mode again.
When using a chip card to perform chip transactions in Training mode, the card will prompt
for a PIN even if the card requires a signature in normal processing mode. The terminal will
then display PIN ENTERED BY CUSTOMER instead of allowing the PIN to be entered.
After five seconds the terminal will continue the transaction.
2.2 Optional Features
These features may be available on your iCT250 depending on the configuration of your
Merchant ID on the Moneris Host. If the feature is available and you wish to use it, you must
enable and configure the feature. If you do not wish to use an enabled feature, you can
deactivate it.
Contact the Moneris Merchant Service Centre to discuss these options and determine whether
changes to your Merchant ID configuration are required in order to enable them.
18
•
Balanced Prompt on Close Batch
•
Cashback on Debit
•
Cheque Authorization
•
Clerk Subtotalling and Clerk IDs
•
Contactless Transactions
•
Credit-Only Processing
•
Dial Backup for Ethernet
Communication
•
Declined Beep configuration
•
External PINpad
•
Loyalty and Gift programs
•
Invoice Number prompt
•
Keystroke Beep
•
Mail Order and Telephone Order
Transactions
•
Manual Card Entry
•
Multi-Terminal Reporting
Moneris iCT250 Operating Manual
•
Personalized Message on
Receipts
•
Pre-Authorization Advice List
•
Pre-Authorization as Default
Transaction
•
Pre-Authorizations using Chip
Cards
•
Private Label Cards
•
Rewards Program - Air Miles
•
Signatureless Transactions
(credit)
•
Tax and reference number info
on Corporate Cards
•
Tip Entry by Cardholder
•
Tip Line on Pre-Authorization
Receipts
•
Tip Percentage
•
Tip Reporting
2
2.2.1
Features and Procedures
Balanced Prompt
Use this feature to display a prompt during a Close Batch that asks you to indicate whether the
terminal totals on the Stored Transactions report match the Moneris Host totals printed on the
Current Batch Totals report (printed during the Close Batch).
This prompt is used solely for your in-house record keeping and is not reported to the Moneris
Host.
2.2.2
Cashback
This feature gives your customers the option of withdrawing cash from their debit account
when they make a Purchase at your place of business. You provide the cash to your customer,
and your business account is reimbursed for the amount of the Cashback when the Close
Batch transaction is processed.
Cashback is only available on debit Purchases.
Perform a Stored Transactions Report to check the number of debit Purchases that included
Cashback and the total dollar amount of all Cashback transactions in the terminal memory
2.2.3
Cheque Authorization
This feature allows you to give your customers the option of paying with a cheque while
reducing your risk of accepting an NSF cheque. Use the terminal to connect to a cheque
authorization service and obtain approval based on the identification your customer provides.
The customer's driver’s licence or credit card can be used as identification for this transaction.
2.2.4
Using a Chip Card
Cards with a chip in them, called "chip cards," must be inserted into the chip card reader and
left in the reader for the entire transaction. The terminal will display the REMOVE CARD
prompt when it is time to remove the chip card from the chip card reader.
Chip cards can be customized by the card issuer to have different applications and methods of
verifying the cardholder; therefore, different chip cards may have different prompts: Some
prompt for a PIN (like a debit card), others print a signature line on the receipt (like a stripe
credit card) for the cardholder to sign.
If the chip card prompts for a PIN, the cardholder must key in their PIN. If the PIN is
incorrect, the cardholder will be prompted to retry.
Note: Not all chip card types are currently supported. If you insert an unsupported chip
card, you will be prompted to swipe the card.
Note: If you swipe a supported chip card, you will be prompted to insert the chip card.
If the transaction cannot be completed with the chip card, request another form of payment,
and tell the cardholder to contact the card issuer.
As a best practice, always look for "VERIFIED BY PIN" on the Merchant copy of the
receipt:
If "VERIFIED BY PIN" appears, no signature is required.
If a signature line appears, the cardholder must sign the receipt.
Moneris iCT250 Operating Manual
19
2
Features and Procedures
2.2.4.1
Identifying a Chip Card:
Every time a cardholder presents a card (debit or credit) for payment:
2.2.4.2
Using a Chip Card
There are five basic steps to performing a transaction with a chip card.
1. Begin the transaction, and follow the prompts.
2. Check for the chip on the credit or debit card every time a cardholder presents a card for
payment.
3. If the card has a chip: When the SWIPE OR INSERT CARD prompt appears, insert the
chip card into the chip card reader. Make sure that the card is facing up (the chip on the
visible front side), and the chip-end of the card is inserted into the reader first. Leave the card
in the reader for the entire transaction.
Note: If you don't see a chip, swipe the card on the terminal or, if an external PINpad is
attached, on the external PINpad.
4. Follow the prompts, and have the cardholder follow their prompts.
5. Remove the chip card when the REMOVE CARD prompt appears. The terminal will beep
if the chip card is left in the chip card reader after the transaction is completed.
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Moneris iCT250 Operating Manual
2
2.2.5
Features and Procedures
Clerk Subtotalling
This feature allows you to produce Clerk Subtotals reports tracking financial totals and the
number of transactions performed using the Clerk Inquiry function.
The Clerk Inquiry function can be performed for one clerk, a group of clerks or all clerks on
one or more terminals.
Totals are calculated according to the Clerk ID entered during a transaction or the Default
Clerk ID.
2.2.6
Clerk IDs
Clerk IDs are unique identifiers of one to six characters that a terminal operator keys in when
prompted for each transaction they perform. This allows you to produce Clerk Subtotal
Reports tracking financial totals and number of transactions.
A maximum of 255 Clerk IDs can be added for one Merchant ID.
2.2.6.1
Default Clerk ID
A default Clerk ID can be assigned on the terminal and all transactions performed on that
terminal will be added to the Default Clerk IDs totals regardless of which operator performs
the transaction. The terminal will not prompt for a Clerk ID if a Default Clerk ID has been
set.
2.2.6.2
Clerk ID Groups
Clerk IDs are defined as a group when they share up to five common starting characters (a
prefix).
For example, Clerk IDs P1, P12 and P134 can be entered as a group with the prefix P1. When
performing reports, all Clerk IDs that begin with the characters P1 are reported as Group P1.
2.2.7
Contactless Reader Feature
If contactless functionality is enabled on the terminal, your customers may pay for qualifying
purchases by tapping or waving their contactless card over the contactless reader imbedded in
terminal (or reader imbedded in the external PINpad if attached).
2.2.7.1
Using a Contactless Card
At the POS, a customer may tap or wave a contactless card over the internal contactless reader
imbedded in the terminal ( or external PINpad if attached).
Note: The term "contactless card" includes other payment formats such as key fobs and
mobile devices (i.e., smartphone payment apps). Like a traditional contactless debit/credit
card, these other payment formats may be tapped or waved over the terminal's or external
PINpad's internal contactless reader.
General Contactless Transaction Guidelines
Contactless transactions can be performed subject to the following conditions:
- Only Purchases and Refunds may be contactless.
- A valid contactless card must be used.
- The amount of the transaction must be equal to or less than the
maximum Contactless Dollar Value (CDV) set for the card.
Identifying Valid Contactless Cards
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2
Features and Procedures
•
Credit cards: One of these labels must appear on the card:
- MasterCard PayPass or
- Visa payWave or
- Amex ExpressPay
•
Debit cards: This label must appear on the card:
- INTERAC Flash
Maximum Contactless Dollar Value (CDV)
Contactless cards can be tapped at the SWIPE/INSERT/TAP CARD prompt for an amount
(Purchase or Refund) that is equal to or below the maximum Contactless Dollar Value set for
the card type.
Credit Cards: If a card is tapped for an amount that exceeds its maximum CDV, the terminal
(or external PINpad if attached) will display the either the CONTACTLESS TRANSACTION
LIMIT EXCEEDED message or NO SUPPORTED APPLICATIONS message.
Debit Cards: If a card is tapped for an amount that exceeds its maximum CDV, the
terminal (or external PINpad if attached) will display the TAP FAILED PLEASE INSERT
OR SWIPE CARD prompt.
Note: The maximum CDV for contactless debit cards is determined by the card and does not
appear on any terminal report.
1. Print a terminal Configuration report. (Refer to the "Printing the Configuration Parameters
Report" procedure.)
2. Look near the bottom of the report for the dollar values:
* Purchase amount, including taxes, must be equal to or less than the $ value.
Tapping a Contactless Card
The card does not have to touch the terminal or PINpad (but it is all right if it does).
The card must be within 0.5 in. (1.3 cm) of the display screen to allow the contactless
reader (imbedded behind the screen) to read the card.
The card must be tapped or waved by itself (e.g., the customer cannot leave the card in
their wallet and wave it over the contactless reader).
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2.2.8
Features and Procedures
Corporate Cards
Corporate cards (also known as purchasing cards) are a special type of credit card that provide
enhanced reporting data to help cardholders with cost allocation, tax compliance and account
reconciliation.
If this feature is enabled on your terminal, the terminal will prompt for a Customer Reference
number and tax amounts when a corporate card is swiped or keyed in for a transaction. The
Customer Reference number and tax amounts will be printed on the receipt and will also
appear on the cardholder's monthly statement from the corporate card issuer.
2.2.9
Credit-Only Processing
If your business accepts only credit card payments (i.e. does not accept debit card payment),
you may wish to have a credit-only terminal that processes only magnetic stripe credit cards
and chip credit cards.
Note: Some debit chip cards may still be used at a credit-only terminal.
Contact the Moneris Merchant Service Centre to determine whether this option meets your
business needs.
2.2.10
Declined Beep
If the Declined Beep feature is enabled, the terminal will emit a beep to alert you whenever a
financial transaction is cancelled, declined, or not completed.
2.2.11
Dial Backup for Ethernet Communication
When Ethernet communication is not available, the terminal will attempt to use dial
communication as backup. After performing a transaction using dial as backup, the terminal
will attempt to use Ethernet communication for the next transaction.
The dial cable must be connected to the magic box, and the appropriate dial parameters (e.g.,
the dial prefix) may have to be configured.
When the terminal uses dial backup, the message ETHERNET COMMS ERROR-DIAL
USED PRESS OK appears. Press the
key to acknowledge the message and return to the
READY screen. The terminal will revert to Ethernet communication for the next transaction.
2.2.12
Key Beep
This feature allows you to enable/disable the beep emitted whenever a terminal key is pressed.
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2.2.13
Features and Procedures
Loyalty/Gift Programs
The Moneris Loyalty/Gift program allows you to offer your customers two electronic cardbased programs that are activated and processed through the iCT250 terminal:
•
Gift Cards: allows you to offer your customers stored-value gift cards for pre-defined
dollar values as well as variable-value cards and rechargeable cards.
•
Loyalty Points: allows you to reward customer loyalty by awarding points based on
the dollar value of Purchases a cardholder makes.
To enable a loyalty/gift program on your terminal:
1. Contact Moneris Solutions.
2. Enable Ernex on the terminal.
3. Initialize the terminal to the Moneris/Ernex Host.
IMPORTANT: If you process more than one card plan with Moneris/Ernex, maintain a
list of the card names along with the first 14-character card description that will be
displayed on the terminal screen during step 6 of the Transaction Inquiry report. This
will allow the terminal operator to easily identify which card plan description to select.
4. If you wish to enable Tip Prompting (gift Purchases only):
a. Enable the loyalty/gift Tip Entry parameter.
b. If you wish to define a default the Tip Percentage, configure the loyalty/gift Tip
Percentage parameter.
2.2.14
Invoice Number Prompt
This feature enables a prompt to key in an Invoice number for every credit and debit financial
transaction. If this feature is activated, you have the option of entering an Invoice number or
bypassing the prompt by simply pressing the
key when the prompt appears.
2.2.15
MOTO Transactions
If your business receives orders by Internet, mail or telephone, you can still process credit
card (and some chip debit card) transactions by enabling the Mail Order/Telephone Order
(MOTO) feature. This allows you to process transactions without the cardholder and their
card being present in your place of business.
The key difference between regular transactions and MOTO transactions is that the
cardholder and their card are not normally present. This means that:
•
MOTO transactions are performed by keying in the Card number and the Expiry
date. The card cannot be swiped or inserted. If the card is swiped or inserted, the
terminal will perform a regular credit (or debit) transaction, not a MOTO transaction.
•
"MAIL/TEL" must be selected (as opposed to "REGULAR") during the transaction.
•
The cardholder signature is not required.
•
Receipts do not need to be printed; however, Moneris recommends printing the
Merchant copy and retaining it for your records.
To process MOTO transactions, you must configure your terminal to prompt for MOTO
selection.
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2.2.16
Features and Procedures
Manual Entry
If all available card entry methods fail, you may manually enter the card number for credit
cards and some chip debit cards. The option to key in a credit card number during a financial
transaction on the terminal can be enabled (with or without POS Admin card protection) or
disabled from the terminal.
Note: Manual entry with POS ADmin card protection is enabled by default.
To manually enter a card:
1. Wait for the "SWIPE CARD" or "SWIPE OR INSERT CARD" or "SWIPE/INSERT/TAP
CARD" prompt to display on the terminal.
2. Key in the card number on the terminal, and press the
key.
3. Key in the card’s expiry date (MMYY) on the terminal, and the
key.
If the "SWIPE ADMIN CARD" prompt appears, swipe the POS Admin card on the
terminal.
If the "TAKE MANUAL IMPRINT OF CARD AND PRESS OK" prompt appears, take a
manual imprint of the card, and press the
key.
2.2.17
Multi-Terminal Reporting
This function allows you to perform the Close Batch function and print the Deposit Totals
report on all terminals or a group of terminals associated with the same merchant number
from one of the terminals.
For example, if you have 15 named terminals associated with your merchant number, you
simply perform the Multi-Terminal Report function on one of the 15 terminals and the Close
Batch and Deposit Totals functions are performed on all 15 terminals at the same time.
The totals are cleared in the terminal that performs the Multi-Terminal Reporting function,
but the totals are not cleared on the other associated terminals.
To use Multi-Terminal Reporting, you must enable the Multi-Terminal Report function on
each terminal.
2.2.18
Personalized Message on Receipts
This feature allows you to configure your terminal to print a personalized trailer message at
the bottom of your receipts. The language of the message will match the language on the
customer’s card if the card is swiped or the language selected during the cardholder prompts.
If the Card number and Expiry date are keyed in, the language of the customer’s receipt will
match the language displayed on the terminal.
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2.2.19
Features and Procedures
Pre-Authorization as the Default Transaction
If you operate a service-based business such as a car rental location, a restaurant or a hotel
and generally process Pre-Authorizations rather than Purchases, you may wish to have your
READY screen configured to default to a Pre-Authorization transaction rather than a
Purchase transaction.
This feature must be set at the Moneris Host and is downloaded to your terminal during
Initialization. To change it, please contact the Moneris Merchant Service Centre.
To use chip cards (credit and some debit) in addition to magnetic stripe credit cards for Preauthorizations, you must configure the terminal to allow for Pre-Authorizations with chip
cards.
To perform a Pre-Auth transaction from the Pre-Auth READY screen, refer to the "PreAuthorization as Default" procedure.
2.2.20
Private Label Cards
Use this feature to offer your customers a credit card that can be used exclusively in your
store(s). Depending on the program you create with the private label card issuer, you can
process standard financial transactions, Payment and Payment Void transactions as well as
produce reports of your Private Label transactions.
2.2.21
The Air Miles Rewards Program
The Air Miles rewards program allows you to offer your customers the opportunity to collect
miles on a loyalty card based on the dollar value of Purchases they make. Some programs also
provide miles based on the purchase of specific items or incentive calculations that can be
implemented for a specific time period.
2.2.21.1
Configuring Air Miles
To enable an Air Miles rewards program on your terminal:
1. Contact Moneris Solutions.
2. Plan how the program will calculate miles.
3. Configure Air Miles on your terminal.
4. Initialize your terminal.
2.2.21.2
2.2.21.3
26
Air Miles Rewards Transactions
•
Reward Purchase
•
Reward Refund
Air Miles Rewards Administration
•
Reprint the last Air Miles Reward receipt
•
Rewards Totals Report
•
Rewards Transactions Report
•
Rewards SAF Transactions Report
•
Deleting Rewards SAF Transactions
•
Completing Rewards Transactions
•
Printing the Rewards Configuration Report
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2.2.22
Features and Procedures
•
Printing the Help List of Rewards Transactions and Admin codes
•
Configuring the Air Miles Rewards Program
Signatureless Transactions: Credit Cards
A “signatureless” transaction is a swiped or tapped credit Purchase for which a customer
signature is not required because the amount of the Purchase is equal to or less than the
maximum Signatureless Dollar Value (SDV) set for the card. The terminal may be
configured to print a Merchant copy and/or a Cardholder copy or no receipts at all.
Note: If your Merchant account is enabled for signatureless transactions, you may
configure your terminal so that it does not print a Cardholder copy (or even a Merchant
copy) of the receipt for qualifying Purchases. (For instructions refer to the "Configuring
the Receipt Format" procedure.) It is strongly recommended that you configure the
terminal to print a Merchant copy for your records.
2.2.22.1
If a Merchant Receipt Prints
If a Merchant copy of the receipt prints for a qualifying transaction, the statement "NO
SIGNATURE REQUIRED" appears on the receipt instead of a cardholder signature line.
IMPORTANT: Do NOT obtain a signature, but retain this receipt for your records.
Note: Receipts are always printed for Refunds, Void-Purchases, Void-Refunds or any
Cancelled / Declined / Not Completed transaction. A signature line will appear on
receipts for Refunds, Void-Purchases, or Void-Refunds; you or the cardholder will be
required to sign a copy of the receipt depending on the type of transaction.
2.2.22.2
Card Entry Method
Only a Purchase can qualify as a signatureless transaction. Cards must either be tapped or
swiped on the terminal. The Purchase amount including all taxes must be equal to or less than
the maximum Signatureless Dollar Value of the card type.
2.2.22.3
Maximum Signatureless Dollar Value (Maximum SDV)
To find the maximum SDV for a card and card entry method, print a terminal Configuration
Parameters report. (Refer to the "Printing the Configuration Parameters List" procedure.)
Look near the bottom of the report for these values:
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2
Features and Procedures
* Purchase, including tax, must be equal to or less than the $ value.
** Purchase, including tax, must be less than the $ value.
2.2.22.4
2.2.23
Printing Receipts upon Request
IMPORTANT: If the customer requests a receipt, you must give it to them. Use the
Reprint function to print the Cardholder copy of the receipt. If you need a
Merchant copy , refer also to the "Transaction Inquiry--Reprinting the Merchant
Receipt Copy" procedure.
Terminal Names
If you have more than one terminal operating in one location, you can use this feature to
identify individual terminals by assigning a unique alphanumeric name to each terminal.
If you are using the Multi-Terminal Report function, a Terminal Name must be assigned to
each terminal you wish to include in the Multi-Terminal Report and Batch Close processes.
2.2.24
Tip Entry by Cardholder
This feature gives your customers the option of entering a Tip on the terminal or external
PINpad (if attached) during a debit or credit Purchase transaction rather than leaving cash or
writing the Tip amount on a Pre-Authorization receipt. Tip entry is generally used in servicebased industries.
The Tip Entry prompt may be configured to appear only for debit Purchase transactions or for
both debit and credit Purchase transactions. During Tip Entry configuration, you may enable
a default Tip percentage prompt and/or the option(s) to enter a percentage or dollar amount
Tip that is customer-defined.
Even if enabled, the cardholder's Tip Entry prompt will not appear during:
28
•
Contactless transactions
•
MOTO Purchase transactions because the cardholder is presumed not to be present
for these types of transactions and, therefore, cannot key in a Tip amount.
•
Pre-Authorization transactions
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•
Pre-Auth Advice transactions
•
Refund transactions
•
Void transactions
Features and Procedures
Note: Tip entry may also be enabled for gift Purchases if the Moneris Gift program is
enabled on your terminal.
2.2.25
Tip Line on Pre-Authorization Receipts
This feature gives your customers the option of adding a Tip to the Purchase amount on a PreAuthorization transaction by indicating the Tip amount on the Merchant copy of the receipt. It
is traditionally used in restaurants and other service-based businesses.
If you wish to allow cardholders to add a Tip to Purchase transactions as well as PreAuthorization transactions, you must enable the Tip Entry feature.
2.2.26
Tip Reporting
If Tip Reporting is enabled, the Pre-Authorization Advice List transaction and the Tip Totals
report appear as menu items.
•
Pre-Authorization Advice List
From this Advice list, you can complete or delete multiple Pre-Auth transactions as
well as record a Tip amount (if any was added by the cardholder) for every
completion.
•
The Tip Totals report
This report prints a summary of all Tip amounts entered for Purchase and PreAuthorization Advice transactions stored in the current or a previous batch.
2.2.27
Tip Percentage
Defining a default debit/credit Percentage gives your customers the option to select your
default Tip percentage to calculate the Tip amount during debit and/or credit Purchases.
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Features and Procedures
2.3 Standard Procedures
These procedures are followed for all configurations of the terminal.
2.3.1
•
Powering on the terminal
•
Using Admin Shortcut Codes
•
Changing the Terminal Display Language
•
Inserting a Chip Card
•
Swiping a Stripe Card
•
Performing Pre-Authorization and Advice Transactions
•
Cancelling a Transaction
•
Cancelling a Report
•
Reprinting a Receipt or Report
•
Dealing with Disputed Debit Transactions
•
PAN Fraud Check
•
Requesting Code 10 Authorization
•
Terminal Security
Powering Up the Terminal
To power up (or turn on) the terminal, simply connect the 2-part power cable to the terminal
and plug it into a power outlet.
2.3.2
Powering Down the Moneris iCT250
Simply unplug the power cord from the power outlet on the wall.
IMPORTANT: Do not unplug the power cord from the iCT250 first.
2.3.3
2.3.3.1
Bilingual Displays and Receipts
Displays
The terminal displays messages and prompts in either English or French.
When an external PINpad is attached to the terminal, the initial message on the PINpad is
always bilingual (i.e., "WELCOME/BONJOUR"). After the customer’s card has been swiped
or inserted, the language of the messages and prompts for the customer on the PINpad match
the card’s language code.
2.3.3.2
Receipts
Customer and merchant receipts can be printed in English, in French or bilingually.
30
•
If the printer is configured to print separate copies for the customer and merchant
(i.e., two or three copies), the customer receipt language is based on the language
code on the customer’s card OR the language selected during the cardholder
prompts; the merchant receipt language is based on the current terminal language.
•
If the printer is configured to print only one copy and the customer’s language code
matches the terminal language, the receipt will be printed in that language. If the
customer’s language code does not match the terminal language, one bilingual
receipt will be printed.
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2.3.4
Features and Procedures
Changing the Display Language on the Terminal
The terminal can display text in English or French. There are four options for changing from
one language to the other:
•
enter Admin Code 04
•
access the ADMIN menu
•
swipe or insert the Cardholder's card
•
press the
key when FRANCAIS or ENGLISH is displayed above it
The following two options change the default display language of both the merchant prompts
and the cardholder prompts. This change is permanent until this function is used again. These
options can only be used from the READY screen. They cannot be used during a transaction.
2.3.4.1
Use Admin Code 04 to Change Language
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key twice.
2. Key in 04, and press the
key.
3. Select the language you wish the terminal to display.
4. Press the
2.3.4.2
key once.
Use the ADMIN menu to Change Language
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
2. Scroll down to ADMIN, and press the
key.
3. Scroll down to LANGUAGE, and press the
key.
4. Select the language you wish the terminal to display.
5. Press the
key twice.
The following two options change the language for the duration of the current transaction.
The next transaction will be displayed in the default display language set up during the initial
configuration of the terminal.
2.3.4.3
Swipe or Insert the cardholder's card
If the cardholder's card has a different language code on its magnetic stripe or chip, the
cardholder prompts will be in the language indicated on the card.
2.3.4.4
Press the
key on the terminal
key, press the
key
If FRANCAIS or ENGLISH is displayed on the screen above the
to change the language of the remaining cardholder prompts. This will only appear during
cardholder prompts.
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2.3.5
Features and Procedures
Taking a Manual Imprint of a Card
If the TAKE MANUAL IMPRINT OF CARD AND PRESS OK prompt appears:
1. Take an imprint of the customer's card using the imprinter and appropriate Paper Sales
Draft (e.g. a VISA Purchase Paper Sales Draft for a Purchase on a VISA card).
Ensure that the Card number, issue date, Expiry date, and cardholder name are legible.
2. Print the transaction date and amount on the Paper Sales Draft.
If the transaction amount is over your Merchant Floor Limit, call the Moneris Voice
Authorization number to obtain a Voice Authorization number for the transaction and record
the Voice Authorization number on the Paper Sales Draft.
3. PURCHASE:
Have the cardholder sign the Sales Draft.
Ensure their signature matches the signature on the card. If not, contact the Moneris Merchant
Service Centre.
4. REFUND:
Sign the sales draft yourself.
5. Provide the customer with the Cardholder copy of the Sales Draft, and retain the Merchant
copy for your records.
6. Press the
key to continue the transaction.
Go back to the transaction.
2.3.6
Cancelling a Transaction
A transaction can be cancelled from the terminal or, if an external PINpad is attached, from
the PINpad.
Note: Once the terminal has begun communicating with the Moneris Host, the transaction can
no longer be cancelled.
2.3.6.1
From the TERMINAL
To cancel a transaction from the terminal:
1. Press the
key on the terminal during any of the merchant prompts including the
CONTINUE ON PINPAD message displayed when cardholder prompts are displayed on an
external PINpad.
The CANCELLED status prompt appears on the terminal screen and the external PINpad
display if a PINpad is attached to your terminal.
If the CANCELLED REMOVE CARD prompt appears, remove the chip card from
the chip card reader.
2. If the receipt has begun printing, the text * CANCELLED* will be printed on the receipt.
Note: You may be prompted to confirm that you wish to cancel the transaction. Press the
key (Yes) to cancel the transaction. The terminal will return to the READY screen
automatically.
3. Press the
screen.
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key on the terminal to finish printing the receipts and return to the READY
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2.3.6.2
Features and Procedures
From the External PINpad
To cancel a transaction from the external PINpad (if one is attached):
1. Press the
key on the PINpad during any of the cardholder prompts.
The CANCELLED status prompt appears on the terminal screen and the PINpad display.
If the CANCELLED REMOVE CARD prompt appears, remove the chip card from
the chip card reader.
2. If the receipt has begun printing, the text * CANCELLED* will be printed on the receipt.
3. Press the
2.3.7
key or the
key on the terminal to return to the READY screen.
Cancelling a Report
To cancel a report:
1. Press the
key.
The CANCELLED status prompt appears on the terminal screen.
2. If the report has begun printing, the text * CANCELLED* will be printed on the receipt.
Note: You may be prompted to confirm that you wish to cancel the transaction. Press the
key (YES) to cancel the transaction. The terminal will return to the READY screen
automatically.
3. If the REPORTS menu reappears, press the
screen.
2.3.8
2.3.8.1
2.3.8.2
key twice to return to the READY
Reprinting a Receipt or Report
Reprinting Receipts
You can print a duplicate of the Cardholder copy or the Merchant copy of a receipt.
•
To print a duplicate of the most recently printed receipt (Cardholder copy) or report,
use the Reprint function (see below).
•
To print a duplicate of the Merchant copy of a receipt, use the Transaction Inquiry
function.
Reprinting Reports
The following reports can be reprinted:
•
Close Batch
•
Merchant Subtotals Inquiry
•
Multi-Terminal Report
•
Clerk Subtotal Inquiry
•
Deposit Totals Inquiry
Note: If the report you wish to reprint does not appear on this list, simply perform that report
function again to print another copy.
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2.3.9
Features and Procedures
The Reprint Function
Use this function to print a duplicate of the most recently printed receipt or report.
•
If the most recently printed item was a Financial Transaction receipt,
a copy of the Cardholder copy is re-printed with the text * DUPLICATE* at the top,
below the merchant address and at the bottom.
Note: To print a duplicate of the Merchant copy of the receipt, use the Transaction Inquiry
function.
•
If the most recently printed item was a terminal report,
a copy of the report is re-printed with the text * DUPLICATE* at the top and
bottom.
There are two ways to access the Reprint function:
•
enter the Admin code
•
access the ADMIN FUNCS menu
Enter Admin Code 29
1. Press the
key twice.
2. Key in 29, and press the
key.
A duplicate of the Cardholder copy of the most recently printed receipt is printed.
OR
A duplicate of the most recently printed report is printed.
3. The terminal returns to the MAIN MENU.
4. Press the
key to return to the READY screen.
Access the ADMIN Menu
From the READY screen:
1. Press the
key.
2. Scroll down to ADMIN and press the
The ADMIN FUNCS menu appears.
3. Scroll down to REPRINT, and press the
key.
key.
A duplicate of the Cardholder copy of the most recently printed receipt is printed.
OR
A duplicate of the most recently printed report is printed.
4. The terminal returns to the ADMIN FUNCS menu.
5. Press the
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key twice to return to the READY screen.
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2.3.10
Features and Procedures
Disputed Debit Transactions
Do not attempt to resolve or compensate a cardholder for a disputed Debit transaction. Refer
the cardholder to their financial institution.
2.3.11
PAN Fraud Check
To reduce the fraudulent use of credit cards, this security feature prompts you to key in the
last four digits of a credit Card number after the card has been swiped. The PAN Fraud Check
then compares the keyed-in digits to the information contained in the card’s magnetic stripe to
ensure they match.
2.3.12
Code 10 Authorization
During a transaction, if you feel that a customer, card or transaction is suspicious and needs
investigating, call the Moneris Merchant Service Centre and state that the call is a Code 10.
This will alert the Moneris operator without alarming your customer. The operator will ask
you some "Yes/No” questions and then provide instructions.
Reasons for calling in a Code 10 include:
2.3.13
•
the signature on the credit card does not seem to match the signature on the Purchase
receipt.
•
the card appears to have been tampered with.
•
the name on the card is inconsistent with the person’s gender.
•
the customer is purchasing an unusual number of expensive items.
•
the customer’s Purchases seem randomly selected, with little regard for size, quality
or value.
•
the customer seems nervous or signs slowly with uncertainty.
Terminal Security
To minimize the risk of unauthorized transactions being processed through your terminal after
your business hours, log off the terminal at the end of each business day and log on again at
the beginning of each business day.
The POS Admin card allows you to restrict access to various terminal functions and financial
transactions that impact your financial account (e.g., Refunds and Voids). See POS Admin
card for important information about your liability for transactions performed using a POS
Admin card.
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2.3.14
Features and Procedures
POS Admin Card
The Point-of-Sale Administrative card (POS Admin card) restricts access to various terminal
functions as well as financial transactions that impact your financial account (e.g., Refunds
and Voids).
IMPORTANT: You, the merchant, are solely responsible for the security and care of all
your POS Admin cards at all times. If your POS Admin card is lost, stolen or damaged
(or you suspect it may be lost, stolen or damaged), call the Moneris Merchant Service
Centre immediately. All transactions completed with a POS Admin card are subject to
the terms and conditions of your merchant agreement with Moneris. The merchant
agreement contains important provisions regarding your responsibility for POS Admin
card security and your liability for transactions made with a POS Admin card.
There are a number of factors that affect whether the terminal prompts for a POS Admin card
including whether debit cards are processed, how the terminal is set up on the Moneris Host
and whether the SWIPE ADMIN CARD prompt has been enabled on the terminal.
The SWIPE ADMIN CARD prompt always appears for the following reports, regardless of
the POS Admin card configuration:
•
Stored Transactions List
•
Pre-Authorization List
•
Transaction Inquiry
These reports include credit and debit Card numbers.
If the SWIPE ADMIN CARD prompt is enabled on your terminal, the prompt will appear for:
•
Refunds
•
all types of Voids
•
Payments (if supported)
•
all functions on the REPORT FUNCS menu
•
all functions on the CONFIG FUNCS menu
•
all functions on the ADMIN FUNCS menu except for LANGUAGE, BACKLIGHT
and REPRINT
If the prompt is not enabled, the SWIPE ADMIN CARD prompt may still appear for:
36
•
Refunds
•
all types of Voids
•
Payments (if supported)
•
Logon
•
Close Batch
•
Deposit Totals Inquiry
•
Merchant Subtotals Inquiry
•
Multi-terminal configuration and report
•
Clerk Subtotalling configuration and report
•
Remote Code Download
Moneris iCT250 Operating Manual
2
•
2.3.15
Features and Procedures
Restore Factory Defaults
Entering Alphabetic Characters and Punctuation
The following punctuation and special characters are available:
Note: These are not allowed for Clerk IDs and Invoice Numbers.
using the 1 key:
using the 0 key:
(space)
@ (at sign)
* (asterisk)
# (pound or number sign)
, (comma)
. (period or dot)
To key in alphabetic characters and punctuation:
1. Press the number key with the character you wish to display
2. Press the
key repeatedly until the character appears.
For example, to key in THANK YOU. for a receipt message:
To key in
this text:
Press these keys on the keypad:
T
H
A
N
K
8
4
2
6
5
[space]
1
Y
O
U
9
6
8
.
[period]
0
Note: Use the
2.3.16
key to delete single characters.
Entering the Clerk ID
When the ENTER CLERK ID entry screen appears:
a. Key in the Clerk ID, and press the
Characters and Punctuation ".)
key. ( Refer to " Entering Alphabetic
A Clerk ID MUST be entered. This cannot be left blank.
The Clerk ID can be up to 6 characters long and any combination of alphabetic and
numeric characters (punctuation and special characters are not allowed).
Continue the transaction or report.
Moneris iCT250 Operating Manual
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2
2.3.17
Features and Procedures
Entering the Invoice Number
When the ENTER INVOICE NO entry screen appears:
a. Key in the Invoice number and press the
leave this blank.
key, or simply press the
key to
The Invoice number can be up to seven characters long and any combination of
alphabetic and numeric characters (punctuation and special characters are not
allowed). ( Refer to " Entering alphabetic characters and punctuation " )
Continue the transaction.
2.3.18
Entering Original Amount and Tip
At the ENTER ORIGINAL AMOUNT entry screen:
1. Take one of the following actions:
To proceed with the completion, continue at step 2.
To cancel a Pre-Auth and immediately release the hold on the cardholder's funds:
a. Press the
key. (This automatically inputs a $0.00 dollar value.)
b. Press the
key.
c. Refer back to the Advice transaction.
2. Depending on the amount that appears, do one of the following:
If an dollar amount appears (this is the same value that is printed on the original Pre-Auth
receipt), press the
key to accept.
If the original Pre-Auth amount not including the Tip has changed, key in a new amount,
and press the
key.
If $0.00 appears (i.e., for a Force Post), key in the amount written on the Paper Sales
draft, and press the
key.
The ENTER TIP AMOUNT entry screen appears.
3. Key in the Tip amount (if any) written on the Tip line of the original Pre-Auth receipt, and
press the
key.
The FINAL AMOUNT $#.##-OK? prompt appears (the amount includes the Tip if any).
4. Press the
key.
Refer back to the Advice transaction.
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Moneris iCT250 Operating Manual
2
2.3.19
Features and Procedures
Deleting a Pre-Auth from the Pre-Authorization Advice List
Note: This operation does not immediately release the hold on the cardholder's funds.
At the DELETE PRE-AUTH? screen:
DELETE PRE-AUTH?
00000000000
0000
PA $999,999.99
YES
NO
1. Press the
key (YES) to delete the Pre-Auth transaction.
The P-A ADVICE LIST appears if there are remaining uncompleted Pre-Auths; otherwise,
the TRANSACTION NOT FOUND message appears.
2. Do one of the following:
If the TRANSACTION NOT FOUND message appears, press the
the READY screen.
key to return to
If the P-A ADVICE LIST menu appears but you wish to return to the READY screen,
press the
key twice.
If the P-A Advice LIST menu appears and you wish to complete another Pre-Auth, refer
back to the "Advice - Using Pre-Authorization Advice List" procedure beginning at step
8.
2.3.20
Entering the Promo Code
When the ENTER PROMO CODE prompt appears:
a. Key in the promotional code supplied to you by the private label card provider and
press the
key ( Refer to " Entering Alphabetic Characters and Punctuation " ), or
simply press the
key to leave this blank.
The next prompt appears.
Continue the transaction.
2.3.21
Finding the Original Sequence Number
The Original Sequence number needed for a Pre-Auth Advice is found on the PreAuthorization receipt.
If the Receipt number is:
X00000000-123-456-789-0
Then the Original Sequence number is: 456789
Moneris iCT250 Operating Manual
39
2
2.3.22
Features and Procedures
Transaction with MOTO Enabled
Note: Even if enabled, the Tip Entry prompt will not appear a MOTO transaction because the
cardholder is presumed not to be present and therefore cannot key in an amount.
When the terminal prompts you to select either REGULAR or MAIL/TEL, do the following:
If cardholder is present...
a. Select REGULAR.
b. Continue the transaction.
If cardholder is NOT present...
a. Select MAIL/TEL.
The MOTO options appear.
b. Select the type of MOTO transaction to be
processed:
To process a one-time transaction, select
SINGLE.
OR
To process a transaction that occurs on a
regular basis (e.g. a monthly donation),
select RECURRING.
OR
To process a transaction that occurs as part
of a monthly payment plan, select
INSTALLMENT.
c. Go back to the transaction.
2.3.23
Enter Reporting Data for Transaction with Purchasing Card
When the ENTER XXX AMOUNT entry screen appears ( XXX is the tax type, e.g. GST):
1. Key in the Tax amount, and press the
key, or simply press the
blank.
The ENTER CUSTOMER REFERENCE NUMBER entry screen appears.
2. Key in the Customer Reference number, and press the
key to leave this blank.
The terminal communicates with the Moneris Host.
Continue the transaction.
40
Moneris iCT250 Operating Manual
key to leave this
key, or simply press the
2
2.3.24
Features and Procedures
Cardholder Prompts: Debit/Credit
1. Follow the prompt that appears:
If CUSTOMER PRESS OK TO CONTINUE appears on the terminal, pass the terminal
to the cardholder without pressing the
key. The cardholder presses the
key.
If CONTINUE ON PINPAD appears on the terminal, pass the external PINpad to the
cardholder.
2. Have the cardholder follow the prompts that appear on the terminal or external PINpad:
Note: The prompts below are listed in the order in which they would appear. (The prompts
that appear are dependent a number of factors, including transaction type, merchant setup, and
card type.)
If the SELECT LANGUAGE prompt appears, refer to the "Selecting the Display
Language for Chip Cards" procedure.
If the SELECT <Application name> prompt appears, refer to the "Selecting the Chip
Card Application" procedure.
If the AUTHORIZATION AMOUNT $#.##-OK? prompt appears (chip Pre-Auth only),
the cardholder presses the
key to accept the displayed amount.
If the CASH BACK? prompt appears (debit Purchase only), refer to the “Entering
Cashback Amount” procedure.
If the PURCHASE $#.##-OK? prompt appears, the cardholder presses the
accept the displayed amount.
key to
Note: If a Cashback prompt appeared, the cardholder can re-enter their Cashback (if
entered incorrectly) by pressing the
key to go back to the original Cashback
prompt.
Terminal prompts (Tip)
External PINpad prompts (Tip)
If the ENTER TIP OR PRESS OK AA% OTHER
prompt appears on the terminal, refer to the
"Entering a Tip on Terminal: Default Percentage
Enabled" procedure.
If the TIP AMOUNT AA% OTHER
prompt appears on the PINpad, refer to
the “Entering a Tip on the PINpad:
Default Percentage Enabled” procedure.
If the ENTER TIP OR PRESS OK % $ prompt
appears on the terminal, refer to the "Selecting
Percentage or Dollar Amount Tip on the Terminal"
procedure.
If the TIP AMOUNT % $ prompt
appears on the PINpad, refer to the
"Selecting Percentage or Dollar Amount
Tip on PINpad" procedure.
If the ENTER TIP PERCENTAGE entry screen
appears on the terminal, refer to the "Entering a
Percentage Tip on the Terminal" procedure.
If the TIP PERCENTAGE entry screen
appears on the PINpad, refer to the
"Entering a Percentage Tip on PINpad"
procedure.
If the ENTER TIP AMOUNT entry screen appears
on the terminal, refer to the "Entering a Dollar
Amount Tip on Terminal" procedure.
If the TIP AMOUNT $0.00 entry screen
appears on the PINpad, refer to the
"Entering a Dollar Amount Tip on
PINpad" procedure.
If the PURCHASE $#.##-OK? prompt appears (Purchase only), the cardholder presses
the
key to confirm the displayed amount.
Note: If a Tip was entered, the cardholder can re-enter their Tip (if entered incorrectly)
by pressing the
key to go back to the original Tip prompt.
If the SELECT ACCOUNT prompt appears (debit only), refer to the “Account Selection”
procedure.
Moneris iCT250 Operating Manual
41
2
Features and Procedures
If the ENTER PIN & OK entry screen appears, refer to the PIN Entry procedure.
3. Depending on the card used, do one of the following:
If a credit card was used,continue the financial transaction procedure.
If a debit card was used, continue below at step 4.
4. When APPROVED and/or RETURN TO CLERK appears, the cardholder returns the
terminal or external PINpad to you.
Note: If the card is inserted (chip transaction), the cardholder removes their card from the
chip reader. If the cardholder requested a cashback (debit only), then CASH BACK $#.##
also appears in the prompt.
5. Press the
key on the terminal when the APPROVED message appears.
6. Process the receipts that print. (Refer to the "Receipt Processing" procedure.)
2.3.24.1
Selecting the Display Language for Chip Cards
When the SELECT LANGUAGE prompt appears during a chip card transaction:
Terminal only
1. The cardholder presses the
their prompts in English or the
them in French.
Terminal + PINpad
key to view
key to view
2. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
2.3.24.2
1. The cardholder presses the
their prompts in English or the
them in French.
key to view
key to view
2. Continue following the "Cardholder Prompts:
Debit/Credit" procedure.
Changing the External PINpad Display Language
The text on the external PINpad display screen can appear in English or French. The display
language can be changed from one language to the other in three ways:
These two options change the language for the duration of the current transaction. The
next transaction will be displayed in the default display language set up during the
initial configuration of the terminal.
•
Swipe a cardholder card (on the terminal or the PINpad) that has a different language
code on its magnetic stripe. The external PINpad will display the encoded language.
The terminal display will remain in the original language.
•
key on the
At the CONTINUE ON PINPAD prompt on the terminal, press the
terminal. The external PINpad will display the selected language. The terminal
display will remain in the original language.
This option changes the default display language on both the terminal and on the
external PINpad. This change is permanent until this function is used again. This
option can only be used from the READY screen. It cannot be used during a
transaction.
•
42
Use the Language function on the Admin menu on the terminal.
Moneris iCT250 Operating Manual
2
2.3.24.3
Features and Procedures
Selecting the Chip Card Application
When the chip card has more than one application that the terminal also supports, the
SELECT <Application name> prompt appears. The application to be used to process the
current transaction must be selected.
Note: On the display <Application name> is replaced with the name of the first application in
the list of available applications.
The cardholder selects the application during a Purchase or Pre-Authorization transaction.
You, the Merchant, select the application during a Refund, Purchase-Void, or Refund-Void:
Selecting Application for Purchase or Pre-Authorization transaction:
Terminal only
Terminal + PINpad
When the SELECT<Application name>
prompt appears:
When the SELECT <Application name>
prompt appears:
1. To select the displayed application, the
key (YES);
cardholder presses the
key (NO) to
otherwise, they press the
view the next available application on the
card.
1. To select the displayed application, the
key (YES);
cardholder presses the
key (NO) to
otherwise, they press the
view the next available application on the
card.
If the <Application name>-OK?
prompt appears, the cardholder presses
key (YES) to confirm that they
the
wish to use the displayed application.
If the <Application name>-OK? prompt
appears, the cardholder presses the
key (YES) to confirm that they wish to
use the displayed application.
The <Application name> SELECTED
PLEASE WAIT message appears while
the chip verifies that the card is valid.
The <Application name> SELECTED
PLEASE WAIT message appears while the
chip verifies that the card is valid.
2. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
2. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
Selecting Application for Refund or Void transaction:
IMPORTANT: Do NOT allow the cardholder to select the application. You must select
the application used to perform the original transaction (indicated on the original
transaction receipt).
Terminal only
Terminal + PINpad
When the SELECT <Application name> prompt appears:
1. The SELECT <Application name>
prompt does not appear on the PINpad for
these transactions.
1. To select the displayed application, press the key
(YES); otherwise, press
(NO) to view the next
available application.
Refer to the "Terminal only" column in
this table.
If the <Application name>-OK? prompt appears, press
key (YES) to confirm that the displayed
the
application should be used.
The <Application name> SELECTED PLEASE WAIT
message appears while the chip verifies that the card is
valid.
2. Continue following the "Cardholder Prompts:
Debit/Credit" procedure.
Moneris iCT250 Operating Manual
43
2
2.3.24.4
Features and Procedures
Entering Cashback Amount on Debit Purchase
When the CASH BACK? prompt appears:
1. The cardholder presses the
key (YES) on the terminal (or the
key on the PINpad if
connected).
The SELECT CASH BACK prompt appears on the terminal (or the PINpad if connected).
Note: The Cashback amount will be withdrawn from the same account used for the Purchase
transaction (e.g., if the cardholder selects CHQ when prompted to select an account, both the
Purchase amount and the Cashback amount with be withdrawn from their Chequing account).
2. The cardholder selects either a Preset amount or, if the option is available, they can enter
another amount as indicated below:
For Preset amount:
Terminal Only
Terminal + PINpad
(prompts display on PINpad)
a. The cardholder presses the
key (for
preset Amount One), the
key (for preset
Amount Two), or the
key (for preset
Amount Three).
a. The cardholder presses the
key (for
key (for preset
preset Amount One), the
key (for preset
Amount Two), or the
Amount Three).
PURCHASE $#.##-OK? appears. (This
includes the Cashback amount.)
PURCHASE $#.##-OK? appears. (This includes
the Cashback amount.)
b. The cardholder presses the
displayed amount.
b. The cardholder presses the
accept the displayed amount.
to accept the
c. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
key to
c. Continue following the "Cardholder Prompts:
Debit/Credit" procedure.
For Other amount:
Terminal Only
Terminal + PINpad
(prompts display on PINpad)
a. The cardholder presses the
key (OTHER).
ENTER CASH BACK appears.
a. The cardholder presses the
(OTHER).
b. The cardholder keys in the amount they wish
to withdraw and then presses
.
ENTER CASH BACK appears.
Note: The dollar value entered must be in
increments of 10 (e.g., $10.00 or $20.00 or
$30.00, etc.).
PURCHASE $#.##-OK? appears. (This includes
the Cashback amount.)
c. The cardholder presses the
key.
d. Continue following the "Cardholder
Prompts:Debit/Credit" procedure.
key
b. The cardholder keys in the amount they wish
to withdraw and then presses the
key.
Note: The dollar value entered must be in
increments of 10 (e.g., $10.00 or $20.00 or
$30.00, etc.).
PURCHASE $#.##-OK? appears. (This includes
the Cashback amount.)
c. The cardholder presses the
key.
d. Continue following the "Cardholder Prompts:
Debit/Credit" procedure.
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Moneris iCT250 Operating Manual
2
2.3.24.5
2.3.24.6
Features and Procedures
Entering a Tip on Terminal: Default Percentage Enabled
1. The cardholder follows the terminal prompt shown here:
To enter a default Tip
Percentage:
To enter a different
percentage or dollar
amount Tip:
To bypass entering a
Tip:
a. The cardholder presses
key (AA%).
the
a. The cardholder presses
the
key (OTHER).
a. The cardholder presses
key without
the
making a selection.
The PURCHASE $#.##OK? prompt appears
(amount includes the Tip).
The ENTER TIP
AMOUNT OR PRESS OK
% $ prompt appears.
b. Continue the
"Cardholder Prompts:
Debit/Credit" procedure.
b. Continue in the
"Selecting Percentage or
Dollar Amount Tip on
Terminal" procedure.
The PURCHASE $#.##OK? prompt appears.
b. Continue the
"Cardholder Prompts:
Debit/Credit" procedure.
Selecting Percentage or Dollar Amount Tip on the Terminal
1. The cardholder follows the terminal prompt shown here:
To select the Tip-aspercentage option:
To select the Tip-asdollar-amount option:
To bypass entering a
Tip:
a. The cardholder presses
the
key (%).
a. The cardholder presses
the
key ($).
a. The cardholder presses
the
key without
making a selection.
The ENTER TIP
PERCENTAGE entry
screen appears.
The ENTER TIP
AMOUNT entry screen
appears.
The PURCHASE $#.##OK? prompt appears.
b. Continue in the
"Entering a Percentage
Tip on the Terminal"
procedure.
b. Continue in the
"Entering a Dollar Amount
Tip on the Terminal"
procedure.
b. Continue the
"Cardholder Prompts:
Debit/Credit"
procedure.
Moneris iCT250 Operating Manual
45
2
2.3.24.7
Features and Procedures
Entering a Percentage Tip on Terminal
1. The cardholder follows the terminal prompt shown here:
To enter a desired percentage Tip:
To bypass entering a Tip:
a. The cardholder keys in a percentage
value (replaces displayed value, AA) and
key.
presses the
a. The cardholder presses the
without entering a value.
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
2.3.24.8
46
key
The PURCHASE $#.##-OK? prompt
appears.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
Entering a Dollar Amount Tip on Terminal
1. The cardholder follows the terminal prompt shown here:
To enter a desired dollar amount
Tip:
To bypass entering a Tip:
a. The cardholder keys in a dollar amount
key.
and presses the
a. The cardholder presses the
without entering an amount.
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
The PURCHASE $#.##-OK? prompt
appears.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
Moneris iCT250 Operating Manual
key
2
2.3.24.9
Features and Procedures
Entering a Tip on PINpad: Default Percentage Enabled
1. The cardholder follows the external PINpad prompt shown here:
To enter a default Tip
Percentage:
To enter a different
percentage or dollar
amount Tip:
To bypass entering a
Tip:
a. The cardholder presses
key (AA%).
the
a. The cardholder presses
the
key (OTHER).
a. The cardholder presses
key without
the
making a selection.
The PURCHASE $#.##OK? prompt appears
(amount includes the Tip).
The TIP AMOUNT % $
prompt appears.
b. Continue the
"Cardholder Prompts:
Debit/Credit" procedure.
b. Continue in the "Tip
Prompt on PINpad:
Selecting Percentage or
Dollars" procedure.
The PURCHASE $#.##OK? prompt appears.
b. Continue the
"Cardholder Prompts:
Debit/Credit" procedure.
2.3.24.10 Selecting a Percentage or Dollar Amount Tip on PINpad
1. The cardholder follows the external PINpad prompt shown here:
To select the Tip-aspercentage option:
To select the Tip-asdollar-amount option:
To bypass entering a
Tip:
a. The cardholder presses
key (%).
the
a. The cardholder presses
key ($).
the
a. The cardholder presses
key without
the
making a selection.
The TIP AMOUNT entry
screen appears.
The TIP AMOUNT $0.00
entry screen appears.
b. Continue in the "Tip
Prompt on PINpad:
Entering a Percentage"
procedure.
b. Continue in the "Tip
Prompt on PINpad:
Entering a Dollar Amount"
procedure.
The PURCHASE $#.##OK? prompt appears.
b. Continue the
"Cardholder Prompts:
Debit/Credit" procedure.
Moneris iCT250 Operating Manual
47
2
Features and Procedures
2.3.24.11 Entering a Percentage Tip on PINpad
1. The cardholder follows the external PINpad prompt shown here:
To enter a percentage Tip:
To bypass entering a Tip:
a. The cardholder keys in a percentage
key.
value and presses the
a. The cardholder presses the
without entering a value.
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
The PURCHASE $#.##-OK? prompt
appears.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
key
2.3.24.12 Entering a Dollar Amount Tip on PINpad
1. The cardholder follows the external PINpad prompt shown here:
To enter a dollar amount Tip:
To bypass entering a Tip:
a. The cardholder keys in a dollar amount
and presses the
key.
a. The cardholder presses the
without entering an amount.
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
The PURCHASE $#.##-OK? prompt
appears.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
b. Continue the "Cardholder Prompts:
Debit/Credit" procedure.
key
2.3.24.13 Selecting an Account
When the SELECT ACCOUNT prompt appears:
Terminal only
1. The cardholder presses the
key
key (Savings).
(Chequing) or the
2. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
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Moneris iCT250 Operating Manual
Terminal + PINpad
(prompts display on PINpad)
1. At the SELECT ACCOUNT
prompt, the cardholder presses
(Savings).
(Chequing) or
2. Continue following the "Cardholder
Prompts: Debit/Credit" procedure.
2
Features and Procedures
2.3.24.14 PIN Entry
When the ENTER PIN & OK prompt appears on the terminal or external PINpad:
1. The cardholder keys in their Personal Identification number (PIN) and presses the
key.
Note: Please respect the cardholder’s privacy, and encourage them to protect their PIN.
2. Continue following the "Cardholder Prompts: Debit/Credit" procedure.
Moneris iCT250 Operating Manual
49
3
The Moneris iCT250 Hardware
The Moneris iCT250 Terminal
The iCT250 consists of a hand-held terminal with an integrated PINpad, an integrated printer,
a chip card reader, and a magnetic stripe card reader, connected. An external PINpad may be
connected if required.
Moneris iCT250 Operating Manual
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3
The Moneris iCT250 Hardware
3.1 Setting Up the Terminal Hardware
You must perform these steps to set up the terminal hardware:
1. Connect the communication cable(s) depending on your requirements:
- To use dial (including dial backup for IP), refer to "Dial Communication Cable."
- To use IP (Ethernet), refer to "Ethernet Communication Cable."
Note: If you use an external PINpad with your terminal, you must connect the PINpad now.
2. Install a paper roll if required.
3. Connect the power cable and power on the terminal. (Refer to "Power Cable.")
3.2 The Terminal
The terminal (handheld) consists of the following components:
52
•
Integrated printer
•
Display (READY Screen)
•
Keypad
•
Magnetic stripe reader
•
Chip card reader
•
Contactless Reader (internal)
•
Magic box (ports)
Moneris iCT250 Operating Manual
3
The Moneris iCT250 Hardware
3.3 The Integrated Printer
A thermal printer is integrated into the iCT250 terminal. It prints black text on white, one-part
thermal paper.
Note: When stored, thermal paper should not be exposed to:
- Vinyl, plastics, adhesives, shrink-wraps, wet-toner copies or certain carbon papers
- Office light, UV light
- High humidity (above 65% relative humidity)
- Temperatures above 25 degrees Celsius (77 degrees Fahrenheit)
3.3.1.1
To load a new paper roll into the terminal:
1. Pull the printer latch up and then pull it back to open the lid.
2. Remove the empty paper roll (if present) from the paper well.
Moneris iCT250 Operating Manual
53
3
The Moneris iCT250 Hardware
3. Place the new paper roll into the paper well with the loose end of the roll extended towards
the front of the terminal.
4. Unroll enough paper to extend at least one inch (2.5 cm) past the purple faceplate.
5. Close the printer lid and press firmly on it until it snaps back into place and the extended
paper securely pressed between the lid and the faceplate.
6. Tear off the loose end of the paper by pulling it towards the keypad.
The printer is ready to print.
Note: Once the paper roll has been installed, do not try to advance the paper by pulling it. To
advance the paper (the terminal must be powered on), press and hold down the
key. If
the printer ran out of paper in the middle of a receipt or report, you can reprint the receipt or
report.
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Moneris iCT250 Operating Manual
3
The Moneris iCT250 Hardware
3.4 The Display
The display screen on the terminal displays the merchant and cardholder prompts as well as
status and error messages.
The Idle screen is displayed when the terminal is not performing any transactions or
functions. All transactions and functions begin at the Idle screen. There are two types of Idle
screens on the terminal:
•
The READY screen
•
The TRAINING screen
There two idle screens on the external PINpad:
3.4.1
•
The WELCOME/BONJOUR screen
•
The PINpad TRAINING screen
The READY Screen
The READY screen displays "READY" over the default transaction. This screen appears
when the terminal is operating normally.
If the default transaction is Pre-Auth, refer to "The Pre-Auth READY screen".
If the terminal is credit-only, refer to "The Credit-Only READY screen".
If the READY screen isn't displayed, press the
3.4.2
key repeatedly to access it.
The TRAINING Screen
The TRAINING Ready screen displays "TRAINING" (instead of "READY") over the default
transaction (Purchase or Pre-Auth). This screen appears when the terminal is in Training
mode.
To return to the READY screen, you must exit Training mode.
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3.4.3
The Moneris iCT250 Hardware
The External PINpad WELCOME/BONJOUR Screen
The external PINpad idle screen displays WELCOME/BONJOUR. This screen appears when
the PINpad is not required to communicate with the terminal.
If this screen is not displayed on the PINpad, a transaction is in progress. To return to the
PINpad idle screen, cancel the transaction.
3.4.4
The External PINpad TRAINING Screen
The external PINpad Training Screen displays "TRAINING" in addition to
"WELCOME/BONJOUR". This screen appears when the PINpad is not required to
communicate with the terminal.
To return to the PINpad WELCOME/BONJOUR screen, you must exit Training mode.
3.4.5
The Credit-Only READY Screen
If the terminal is enabled for credit-only transactions:
The READY screen displays "READY" over "PURCHASE". This screen appears when the
terminal is operating normally.
Note: Some debit chip cards may be used at a credit-only terminal.
If the READY screen isn't displayed, press the
3.4.6
key repeatedly to access it.
The Pre-Auth READY Screen
If the default transaction on the terminal is Pre-Auth:
The READY screen displays "READY" over "PRE-AUTH". This screen appears when the
terminal is operating normally.
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If the READY screen isn't displayed, press the
key repeatedly to access it.
To perform a Pre-Auth from the Pre-Auth READY screen, refer to the "Pre-Authorization as
Default" procedure.
3.5 The Terminal Keypad
The terminal keypad contains alpha-numeric keys and function keys.
3.5.1.1
Alpha-numeric Keys
These keys allow you to enter amounts for transactions, text for receipt messages and
selection criteria for reports.
3.5.1.2
The Function Keys
KEY
NAME
ALLOWS YOU TO...
access the MAIN MENU
Admin
access the Admin Shortcut Code input screen
enter alphabetic characters for personalized receipt text, Clerk
IDs, etc.
select the option above the key (e.g. YES)
F1
scroll down through options
select an option
F2
select an option
F3
select the option above the key (e.g. NO)
F4
scroll up through options
scroll left and right through text if the text is wider than the
display
cancel a transaction
Cancel
return to the READY screen after completing a transaction
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return to the previous menu when performing ADMIN functions
Correct
clear the last character or number entered (by the cardholder or the
merchant)
return to the previous cardholder prompt if no value is currently
displayed for the cardholder prompt
clear the value displayed when a prompt is first displayed
advance paper from the printer (press and hold down until paper
advances to the desired length)
confirm the data input is complete
OK /
Enter
confirm the data displayed is correct
select the highlighted item on a menu
3.6 The Magnetic Stripe Reader on the Terminal
The magnetic stripe reader (MSR) is located in a slot on the right-hand side of the terminal.
When a payment card is swiped, the MSR reads the information encoded on the card's black
magnetic stripe.
To correctly swipe a card on the MSR:
1. Ensure that when you swipe, the card's magnetic stripe is down and facing towards the
terminal. (Cards can be swiped from the back of the terminal towards the front or from the
front of the terminal towards the back.)
Note: For information about swiping a card on an attached iPP320 external PINpad, refer to
"The Magnetic Stripe Reader on the PINpad."
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3.7 The Chip Card Reader on the Terminal
The chip card reader is located in a slot in the front of the terminal. When a chip card is
inserted, the chip card reader reads the information on the card's chip (e.g., whether to prompt
for PIN or print a signature line on the receipt).
To correctly insert the chip card in to the chip card reader:
1. Ensure that the card is facing up.
2. Position the card so that the chip
is closest to the terminal's chip card reader slot.
3. Slide the card into the slot until the card stops sliding in.
IMPORTANT: Leave the chip card in the reader for the entire transaction.
When the REMOVE CARD prompt appears, you or the cardholder must pull the card gently
out of the chip card reader.
Note: If an external iPP320 PINpad is attached to the terminal, the chip card must be inserted
into the chip card reader on the PINpad. Refer to section "The Chip Card Reader on the
PINpad."
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3.8 The Contactless Reader on the Terminal
If contactless functionality is enabled, your customers may pay for qualifying purchases by
tapping or waving a contactless card over the terminal's contactless reader, which is imbedded
behind the display screen.
1. Wait for the TAP CARD prompt to appear on the screen (usually appears as part of the
SWIPE/INSERT/TAP CARD prompt).
2. Tap/wave the card over the screen. For information about using contactless cards (e.g.,
qualifying amounts, supported transaction types, tips on tapping for best results), refer to the
"Using Contactless Cards" section.
Note: If the optional external iPP320 PINpad is connected, contactless transactions must be
performed using the PINpad's internal contactless reader (i.e., the TAP CARD prompt will
appear on the PINpad instead of the terminal). Refer to "The Contactless Reader on the
External PINpad."
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3.9 The External PINpad
3.9.1
The Moneris iPP230 PINpad
In some store locations, it may be more convenient to have an external PINpad attached to
terminal. The Moneris iPP320 PINpad can be attached to the terminal for cardholder input.
The iPP320 PINpad consists of the following components:
3.9.1.1
•
display
•
magnetic stripe card reader
•
chip card reader
•
contactless reader
Configuring the Terminal
To use the external iPP320 PINpad:
1. Connect the PINpad hardware.
2. Configure the external PINpad to use a USB connection.
3. Enable the external PINpad.
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3.9.1.2
The Moneris iCT250 Hardware
Processing Transactions with an External PINpad
The iPP320 PINpad is used by the cardholder in the following transactions:
Credit Transactions
•
Purchase with Tip
•
Purchase with Chip (with or without Tip)
Debit Transactions:
•
Purchase (with or without Cashback or Tip)
•
Refund
•
Void-Purchase (Purchase Correction)
•
Void-Refund (Refund Correction)
Gift Transactions:
•
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Purchase with Tip
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3.9.2
The Moneris iCT250 Hardware
Setting Up the External PINpad
1. Connect the Moneris iPP320 PINpad cable to the PINpad:
a. Turn over the PINpad so that the
back panel is facing you.
b. Raise the latch, and plug the
PINpad cable into the USB port on
the PINpad.
c. Fold the latch down.
d. Press down on the closed latch
to secure the cable to the PINpad.
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2. Connect the PINpad (with cable attached) to the terminal:
a. Turn over the terminal so that
the back panel is facing you.
Locate the two corner latches.
b. Grip the latches
simultaneously, and then pull
back to raise the back panel.
c. Detach the panel completely.
d. Do one of the following:
- If a three-pronged rubber
stopper is attached, go to step e.
-If there is no stopper, go to
step f.
e. Grip the stopper, and pull
back until it tears off completely
(or use a scissors to carefully
snip it off).
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f. Plug the PINpad cable into the
terminal port labelled "USB
Host."
g. Position the PINpad cable so
that it sits securely in the middle
groove at the top of the terminal.
h. Position the back panel so that
its upper two corner tabs are
slotted into the openings at the
top of the terminal.
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The Moneris iCT250 Hardware
i. Close the back panel until it
snaps shut.
(The PINpad cable should be
secured as it passes through the
middle opening between the
closed panel and the terminal.)
j. Go to step 3.
3. Return to Setting up the Terminal Hardware.
Note: If the terminal has already been set up and initialized without the PINpad, you will need
to re-initialize before you can perform transactions once the PINpad is attached.
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3.9.3
The Moneris iCT250 Hardware
Configuring the PINpad for a USB Connection
1. Unplug the terminal’s power cable from the power source and then replug it to restart the
hardware.
2. On the PINpad, do the following:
a. As soon as the PINpad displays the CPX version screen,
key within 3 seconds.
press the
b. When the “PIN/CARD BEEP” screen appears, go to the
next step.
Note: If this screen does not appear, repeat step 1.
c. Press the
appears.
key until the “COM PORT” screen
d. Press the
key until “USB-9600” appears.
e. Press the
key to select “USB-9600”.
f. The CPX version screen appears (with <USB-9600>
displayed in the middle of the screen).
3. Go back to the Configuring Your Terminal procedures.
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3.9.4
The Moneris iCT250 Hardware
The PINpad Keypad
The PINpad keypad contains alpha-numeric keys and function keys.
Alpha-numeric Keys
These keys allow you to enter a Tip or Cashback amount and key in a PIN for applicable
transactions.
The Function Keys
NAME
F1
IMAGE
ALLOWS YOU TO...
select the Chequing account for a debit
transaction
select option
F2
F3
F4
select option
select option
select the Savings account for debit
transaction
select option
Cancel
cancel a transaction
Correct
clear the last character or number entered
may return to the previous prompt if no value
is currently displayed for the prompt
clear the value displayed when a prompt is
first displayed
OK/Enter
confirm the data input is complete
confirm the data displayed is correct
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3.9.5
The Moneris iCT250 Hardware
The Magnetic Stripe Card Reader on the PINpad
The magnetic stripe reader (MSR) is located in a slot on the right side of the PINpad. When a
debit or credit card is swiped on the PINpad, the MSR reads the information encoded on the
card's magnetic stripe.
To swipe a card, the magnetic stripe must be down and facing towards the PINpad.
Cards can be swiped from top to bottom or bottom to top.
3.9.6
The Chip Card Reader on the External PINpad
The chip card reader is located in a slot on the front of the PINpad. When a chip card is
inserted, the chip card reader reads the information on the card's chip, e.g. whether to prompt
for PIN or print a signature line on the receipt.
To correctly insert the chip card in to the chip card reader:
Ensure that:
the card is facing up
AND
the chip
is closest to the chip card reader slot on the PINpad.
Then slide the card into the chip card reader slot until the card stops sliding in.
IMPORTANT: Leave the chip card in the reader for the entire transaction.
When the REMOVE CARD prompt appears, pull the card gently out of the chip card reader.
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3.10
The Cables
3.10.1
The Power Cable
The power cable supplies power to the terminal.
IMPORTANT: You must use the exact power adaptor and cable provided with the
terminalby Moneris Solutions. Failure to do so may affect the operability of, or cause
damage to the terminal and Moneris Solutions shall have no liability whatsoever for a
failure to follow these instructions.
3.10.2
Installing the 2-part Power Cable
To turn on the terminal, simply connect the terminal's magic box a power outlet as outlined
below:
IMPORTANT: You must use the exact power adaptor and cable provided with the
terminal by Moneris Solutions. Failure to do so may affect the operability of, or cause
damage to the terminal and Moneris Solutions shall have no liability whatsoever for a
failure to follow these instructions.
1. Connect the two-part power supply plug (connect the plug piece to the adaptor piece).
2. Connect the adaptor cable to the magic box's circular port, which is labelled with the power
symbol.
.
3. Plug the other end of the power cable into a power source.
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4. The terminal (and external iPP320 PINpad if attached will power on). The terminal beeps,
performs a self-test then displays:
a. "Authenticate..." while it checks the applications on the terminal (this may take a moment
or two)...
b. The Moneris Application and software version numbers...
c. PLEASE WAIT...
5. One of the following things will happen:
If this is the first time you have turned on the iCT250: The TERMINAL SETUP
REQUIRED prompt will appear.
If you have already configured your terminal and are NOT logged on: The PLEASE
LOGON prompt will appear. Go to Logon.
If you have already configured your terminal and are logged on: The READY screen will
appear.
(The terminal is ready to perform transactions. Go to the MAIN MENU.)
3.10.3
Dial Communication Cable
When connected to a telephone wall jack and the phone port on the terminal magic box, this
cable allows the terminal to use dial communication.
To connect the dial cable:
1. Insert one end of the cable into the IN port on magic box.
2. Insert the other end into a telephone wall jack.
You must configure the terminal's dial parameters before the terminal can communicate with
the Moneris Host (i.e., if you are using dial as default, you must enable dial; if you are using
dial as default or backup, you may be required to configure additional parameters such as the
prefix if one is required for dialing out.)
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3.10.4
The Moneris iCT250 Hardware
Ethernet Communication Cable
The cable pictured below allows the terminal to communicate over the Internet.
Ethernet cable
To connect the Ethernet communication cable:
1. Insert one end of the Ethernet cable into the ETH port on the magic box
2. Insert the other end of the Ethernet cable into an Ethernet wall jack or a router.
You must configure the terminal's Ethernet parameters before it can communicate with the
Moneris Host.
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4
Configuring Your Terminal
Your iCT250 terminal can be set up to accept and process a variety of cards including debit
cards, credit cards with a magnetic stripe, credit cards with a chip, private label cards,
corporate ( a.k.a. purchasing) cards, Moneris gift cards and loyalty programs. The terminal
can also be set up to process cheque authorizations.
Before you begin using your terminal to process transactions, you must configure it, inputting
any special values and parameters needed for the options you wish to use.
Ensure you have the following available:
•
your Merchant ID
•
the Moneris Host Initialization phone number
•
your POS Admin card (if required)
1. Configure the communications parameters:
2. Select the optional features you intend to use on the terminal.
If you connected an external iPP320 PINpad to the terminal, do the following:
a. Configure the PINpad to use a USB connection.
b. Enable the PINpad option on the terminal.
3. Configure the features and general parameters.
4. Print a Configuration Parameters Report.
4.1 Configuring Communications
The terminal can communicate with the Moneris Host over Ethernet and dial Communication.
Ethernet Communication:
•
Public Internet - Dynamic
•
Private Internet - Dynamic
•
Public Internet - Static
•
Private Internet - Static
Dial Communication
If Ethernet communication goes down during a transaction, the terminal will attempt to use
dial communication to perform the transaction (if dial backup is available). The terminal will
then attempt to use Ethernet communication for the next transaction.
4.1.1
Configuring Dial Communication
If your terminal will communicate with the Moneris Host over a standard analog telephone
line as the default, you must enable dial. Regardless of whether your terminal will use dial as
default or dial as backup, you may be required to configure additional dial parameters (e.g.,
the prefix if the terminal must use one to dial out).
WARNING: Due to data security issues, terminals using dial communication must use a
true analog phone line connecting to a public switched telephone network. Analog
telephone adaptors (ATAs) and digital phone service over IP communication must NOT
be used as an alternative to dial communication.
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Configuring Your Terminal
Moneris recommends installing a dedicated telephone line for the terminal to ensure
transactions are processed quickly and reliably. Sharing the line with another device (e.g. a
fax machine) can cause communication problems. Line splitters and filters are not
recommended.
If you access a prompt and decide to keep the displayed value, simply press the
keep that value and return to the previous menu.
key to
Note: If the terminal is configured to use Ethernet communication and dial backup is
available then, when Ethernet communication is not available, the terminal will attempt to use
dial communication. After performing a transaction using dial (as backup), the terminal will
attempt to use Ethernet communication for the next transaction.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
Note: The dial cable must be connected before the terminal can communicate with the
Moneris Host.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down and select CONFIGURATION.
The CONFIG FUNCS menu appears.
3. If the terminal will use dial as the default, confirm the COMMS TYPE is set to DIAL:
a. Scroll to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
b. Press the
key to select COMMS TYPE.
The COMMUNICATIONS TYPE menu appears.
key.
c. Scroll to DIAL, and press the
The GENERAL PARAMETERS menu re-appears.
key.
d. Press the
The CONFIG FUNCS menu re-appears.
4. Scroll down to DIAL CONFIG, and press the
The DIAL CONFIG menu appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
5. To enter or change the PBX prefix for the seven-digit local telephone number and the tendigit long distance telephone number to the Moneris Host:
Note: This field is optional.
a. Press the
key to select PREFIX.
The PREFIX entry screen appears.
b. Key in the local PBX prefix ( min. 1 digit, max. 20 digits), and press the
The DIAL CONFIG menu reappears.
key.
Note: If Call Waiting or Call Answer is activated on the phone line that the terminal will use,
the Prefix must be configured as: *70,, (star, seven, zero, comma, comma). Refer to "
Entering alphabetic characters and punctuation ".
6. To change the modem speed for the primary and backup lines:
a. Scroll down to PRI LINE SPEED, and press the
The PRIMARY LINE SPEED menu appears.
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key.
4
Configuring Your Terminal
b. Scroll to the list item with the appropriate Baud rate, and press the
(The default is 1200 Baud.)
key.
The DIAL CONFIG menu reappears.
c. Scroll down to BCK LINE SPEED, and press the
The BACKUP LINE SPEED menu appears.
key.
d. Scroll to the list item with the appropriate Baud rate, and press the
(The default is 1200 Baud.)
key.
The DIAL CONFIG menu reappears.
7. To set the terminal to check that the phone line is available before attempting to dial out:
a. Scroll down to LINE AVAIL CHK, and press the
The LINE AVAILABLE CHECK? prompt appears.
key.
key (YES) to force the terminal to check that the line is available
b. Press the
before dialing out (default).
key (NO) to set the terminal to begin dialing without checking.
Press the
The DIAL CONFIG menu reappears.
8. To change the number of tones dialed per second (if you are using tone dialing rather than
pulse dialing):
a. Scroll down to TONE DIAL SPD, and press the
The TONE DIAL SPEED menu appears.
key.
b. Scroll to the item with the appropriate Dial Speed, and press the
default speed is FAST (10), which is 10 tones per second.)
key. (The
The DIAL CONFIG menu reappears.
9. To change the number of seconds the dial tone must be present before the connection is
determined to be successful:
a. Scroll down to STABILIZATION, and press the
The STABILIZATION TIMER entry screen appears.
key.
b. Key in a value ( min. 0.06, max. 5.00 seconds), and press the
default is 0.06 seconds.)
key. (The
The DIAL CONFIG menu reappears.
10. To determine whether the terminal monitors the modem-to-host connection process:
a. Scroll down to CALL PROGS CHK, and press the
The CALL PROGRESS CHECK? prompt appears.
key.
key (YES) to monitor the modem-to-host connection process.
b. Press the
Press the
key (NO) to if the phone environment is noisy.
The DIAL CONFIG menu reappears.
11. Press the
key three times to return to the READY screen or the TERMINAL
SETUP REQUIRED prompt.
The terminal is ready to communicate with the Moneris Host over a dial line.
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4.1.2
Configuring Your Terminal
Dial Backup for Ethernet Communication
When Ethernet communication is not available, the terminal will attempt to use dial
communication as backup. After performing a transaction using dial as backup, the terminal
will attempt to use Ethernet communication for the next transaction.
The dial cable must be connected to the magic box, and the appropriate dial parameters (e.g.,
the dial prefix) may have to be configured.
When the terminal uses dial backup, the message ETHERNET COMMS ERROR-DIAL
USED PRESS OK appears. Press the
key to acknowledge the message and return to the
READY screen. The terminal will revert to Ethernet communication for the next transaction.
4.1.3
4.1.3.1
Configuring Ethernet Communications
Configuring the Host Setup Parameters
From the MAIN MENU or the TERMINAL SETUP REQUIRED screen:
1. Press the
key.
The MAIN MENU appears.
key.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to HOST SETUP, and press the
The HOST SETUP menu appears.
key.
4. Do one of the following as appropriate to your setup.
a. Scroll to PUBLIC, and press the
key.
b. Scroll down to "Production", and press the
Set up the Host
Parameters as "Public"
c. When TCP HOST CONNECTION OK PRESS OK
appears, press the
key.
The READY screen or TERMINAL SETUP REQUIRED
appears.
a. Scroll to PRIVATE, and press the
Set up the Host
Parameters as
"Private"
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key.
key.
b. Scroll to the appropriate option based on your setup, and
press the
key.
c. When TCP HOST CONNECTION OK PRESS OK
appears, press the
key.
The READY screen or TERMINAL SETUP REQUIRED
appears.
4
4.1.3.2
Configuring Your Terminal
Configuring Dynamic Public IP Communication
If your terminal will communicate with the Moneris Host over the Internet using Public IP
with Dynamic addressing, you will need to set up these parameters.
Note: If the terminal is configured to use Ethernet communication and dial backup is
available, when Ethernet communication is not available the terminal will attempt to use dial
communication. After performing a transaction using dial (as backup), the terminal will
attempt to use Ethernet communication for the next transaction.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
Note: The Ethernet cable must be connected before the terminal can communicate with the
Moneris Host.
1. Set up the Host Parameters as "Public"
a. Refer to the "Configuring the Host Parameters" procedure.
Note: If your terminal uses customized DNS addresses, you will need to enter the DNS
addresses.
2. Select the Communications Type
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
c. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
d. Press the
key to select COMMS TYPE.
The COMMUNICATION TYPE menu appears.
e. Scroll to ETHERNET, and press the
The ETHERNET SETUP menu appears.
key.
Note: You may need to press the
key once then scroll down to and select ETHERNET
CFG to access the ETHERNET SETUP menu.
3. Set up the Terminal Type as Dynamic
a. Press the
key to select TERMINAL SETUP.
The TERMINAL SETUP menu appears.
key to select TERMINAL TYPE.
b. Press the
The TERMINAL TYPE menu appears.
key.
c. Scroll to DYNAMIC, and press the
The TERMINAL SETUP menu reappears.
key once.
d. Press the
The ETHERNET SETUP menu reappears.
4. Test the Ethernet Connection
a. Press the
key.
The TCP HOST CONNECTION OK PRESS OK prompt appears.
b. Press the
key to return to the READY screen.
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Configuring Your Terminal
Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a reinitialization to complete the configuration process.
The terminal is ready to communicate with the Moneris Host over the Internet.
4.1.3.3
Configuring Dynamic Private IP Communication
If your terminal will communicate with the Moneris Host over the Moneris Private IP
Network with Dynamic addressing, you will need to set up these parameters.
Note: If the terminal is configured to use Ethernet communication and dial backup is
available, when Ethernet communication is not available the terminal will attempt to use dial
communication. After performing a transaction using dial as backup, the terminal will attempt
to use Ethernet communication for the next transaction.
Before you begin you will need to know:
•
the Moneris Region in which the terminal is located
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
Note: The Ethernet cable must be connected before the terminal can communicate with the
Moneris Host.
1. Set up the Host Parameters as "Private"
a. Refer to the "Configuring the Host Parameters" procedure.
2. Select the Communications Type:
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
c. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
d. Press the
key to select COMMS TYPE.
The COMMUNICATION TYPE menu appears.
e. Scroll down to ETHERNET, and press the
The ETHERNET SETUP menu appears.
key.
Note: You may need to press the
key once then scroll down to and select ETHERNET
CFG to access the ETHERNET SETUP menu.
3. Set up the Terminal Type as Dynamic
a. Press the
key to select TERMINAL SETUP.
The TERMINAL SETUP menu appears.
key to select TERMINAL TYPE.
b. Press the
The TERMINAL TYPE menu appears.
key.
c. Scroll to DYNAMIC, and press the
The TERMINAL SETUP menu reappears.
key once.
d. Press the
The ETHERNET SETUP menu reappears.
4. Test the Ethernet Connection
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Configuring Your Terminal
a. Press the
key.
The TCP HOST CONNECTION OK PRESS OK prompt appears.
b. Press the
key to return to the READY screen.
Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a reinitialization to complete the configuration process.
The terminal is ready to communicate with the Moneris Host over the Internet.
4.1.3.4
Configuring Customized DNS Addresses for Dynamic Public IP Communication
If your terminal uses customized DNS addresses, you must manually enter the DNS
addresses.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key.
c. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
d. Press the
key to select COMMS TYPE.
The COMMUNICATION TYPE menu appears.
e. Scroll to ETHERNET, and press the
The ETHERNET SETUP menu appears.
key.
Note: You may need to press the
key once then scroll down to and select ETHERNET
CFG to access the ETHERNET SETUP menu.
f. Scroll down to DNS SETUP, and press the
g. Press the
key.
key to select AUTOMATIC DNS.
h. Press the
key (NO) to disable Automatic DNS.
The ETHERNET SETUP menu reappears with additional DNS options.
key.
i. Scroll down to PRIM ADDRESS, and press the
The ENTER PRIMARY ADDRESS entry screen appears.
j. Key in the Primary DNS Address, and press the
key.
k. Scroll down to SEC ADDRESS, and press the
key.
The ENTER SECONDARY ADDRESS entry screen appears.
l. Key in the Secondary DNS Address, and press the
key.
m. Press the
key.
The ETHERNET SETUP menu reappears.
Return to Step 4. Test the Ethernet connection and continue configuring Dynamic Public IP
Communication.
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4.1.3.5
Configuring Your Terminal
Configuring Static Public IP Communication
If your terminal will communicate with the Moneris Host over the Internet using Public IP
with Static addressing, you will need to set up these parameters.
Note: If the terminal is configured to use Ethernet communication and dial backup is
available, when Ethernet communication is not available the terminal will attempt to use dial
communication. After performing a transaction using dial (as backup), the terminal will
attempt to use Ethernet communication for the next transaction.
Before you begin you will need:
•
the terminal's IP Address
•
the terminal's Mask ID
•
the Gateway Address
•
the Primary DNS Address
•
the Secondary DNS Address
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
Note: The Ethernet cable must be connected before the terminal can communicate with the
Moneris Host.
1. Set the Host parameters to Public
a. Refer to the "Configuring the Host Parameters" procedure.
2. Select the Communications Type
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
c. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
d. Press the
key to select COMMS TYPE.
The COMMUNICATION TYPE menu appears.
e. Scroll to ETHERNET, and press the
The ETHERNET SETUP menu appears.
key.
Note: You may need to press the
key once then scroll down to and select ETHERNET
CFG to access the ETHERNET SETUP menu.
3. Set up the Terminal Type as Static
a. Press the
key to select TERMINAL SETUP.
The TERMINAL SETUP menu appears.
key to select TERMINAL TYPE.
b. Press the
The TERMINAL TYPE menu appears.
key.
c. Scroll to STATIC, and press the
The TERMINAL SETUP menu reappears.
key.
d. Scroll down to TERMINAL ADDR, and press the
The ENTER TERMINAL ADDRESS entry screen appears.
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e. Key in the terminal's IP Address, and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
f. Scroll down to MASK ID, and press the
The ENTER MASK ID entry screen appears.
key. ( Refer to " Entering alphabetic
key.
key. ( Refer to " Entering alphabetic
g. Key in the terminal's Mask ID, and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
key.
h. Scroll down to GATEWAY, and press the
The ENTER GATEWAY ADDRESS entry screen appears.
i. Key in the Gateway Address, and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
key. ( Refer to " Entering alphabetic
key once.
j. Press the
The ETHERNET SETUP menu reappears.
4. Set up the DNS Addresses
a. Scroll down to DNS SETUP, and press the
key.
Note: If the AUTOMATIC DNS item appears instead of the PRIM ADDRESS and SEC
ADDRESS items, select AUTOMATIC DNS then press the
key.
b. Scroll down to PRIM ADDRESS, and press the
key.
The ENTER PRIMARY ADDRESS entry screen appears.
key. ( Refer to " Entering alphabetic
c. Key in the Primary DNS Address, and press the
characters and punctuation " )
d. Scroll down to SEC ADDRESS, and press the
key.
The ENTER SECONDARY ADDRESS entry screen appears.
e. Key in the Secondary DNS Address, and press the
alphabetic characters and punctuation " )
key. ( Refer to " Entering
5. Test the Ethernet Connection
a. Press the
key.
The REBOOT TERMINAL message appears and then the terminal reboots.
b. When the READY screen appears, press the
key.
key twice, key in 11, and press the
key to test the connection.
c. Press the
The TCP HOST CONNECTION OK PRESS OK prompt appears if the connection is up.
d. Press the
key to return to the READY screen.
Note: You must perform a re-initialization to complete the configuration process.
The terminal is ready to communicate with the Moneris Host over the Internet.
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4.1.3.6
Configuring Your Terminal
Configuring Static Private IP Communication
If your terminal will communicate with the Moneris Host over the Moneris Private IP
Network with Static addressing, you will need to set up these parameters.
Note: If the terminal is configured to use Ethernet communication and dial backup is
available, when Ethernet communication is not available the terminal will attempt to use dial
communication. After performing a transaction using dial (as backup), the terminal will
attempt to use Ethernet communication for the next transaction.
Before you begin you will need:
•
the terminal's IP Address
•
the terminal's Mask ID
•
the Gateway Address
•
the Moneris region in which the terminal is located
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
Note: The Ethernet cable must be connected before the terminal can communicate with the
Moneris Host.
1. Set up the Host Parameters as "Private"
a. Refer to the "Configuring the Host Parameters" procedure.
2. Select the Communications Type
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
c. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
d. Press the
key to select COMMS TYPE.
The COMMUNICATION TYPE menu appears.
e. Scroll to ETHERNET, and press the
The ETHERNET SETUP menu appears.
key.
Note: You may need to press the
key once then scroll down to and select ETHERNET
CFG to access the ETHERNET SETUP menu.
3. Set up the Terminal Type as Static
a. Press the
key to select TERMINAL SETUP.
The TERMINAL SETUP menu appears.
key to select TERMINAL TYPE.
b. Press the
The TERMINAL TYPE menu appears.
key.
c. Scroll to STATIC, and press the
The TERMINAL SETUP menu reappears.
key.
d. Scroll to TERMINAL ADDR, and press the
The ENTER TERMINAL ADDRESS entry screen appears.
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e. Key in the terminal's IP address and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
f. Scroll down to MASK ID, and press the
The ENTER MASK ID entry screen appears.
g. Key in the terminal's Mask ID, and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
key. ( Refer to " Entering alphabetic
key.
key. ( Refer to " Entering alphabetic
key.
h. Scroll down to GATEWAY, and press the
The ENTER GATEWAY ADDRESS entry screen appears.
i. Key in the Gateway Address, and press the
characters and punctuation " )
The TERMINAL SETUP menu reappears.
key. ( Refer to " Entering alphabetic
key once.
j. Press the
The ETHERNET SETUP menu reappears.
4. Test the Ethernet Connection
a. Press the
key.
The REBOOT TERMINAL message appears, and the terminal reboots.
b. When the READY screen appears, press the
key.
key twice, key in 11, and press the
key to test the connection.
c. Press the
The TCP HOST CONNECTION OK PRESS OK prompt appears if the connection is up.
d. Press the
key to return to the READY screen.
Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a reinitialization to complete the configuration process.
The terminal is ready to communicate with the Moneris Host over the Internet.
As the terminal communicates with the Moneris Host, the terminal displays PROCESSING to
indicate that the transaction is proceeding correctly.
The following communication indicators are displayed in the information header portion of
the terminal display screen:
Ethernet communication (if you are using IP)
Dial communication (if you are using dial or dial backup)
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4.2 Configuring the Receipt Format
This function allows you to configure the terminal to print a Pre-Authorization tip line and a
signature line on credit card transaction receipts, set the number of receipt copies printed, and
select which trailer messages to print on receipts.
Note: "Declined" or "Not Approved" messages always appear in reverse font.
From the READY screen:
1. Press the
key.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
3. Scroll down to PRINTER CONFIG, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The PRINTER CFG menu appears.
Note: The default values for the following printer parameters are highlighted in reverse text
(e.g., YES).
To start printing the receipt before all the transaction information is entered on the terminal:
DO NOT enable this feature:
a. Scroll down to PRE-PRINT, and press the
The PREPRINTING? prompt appears.
key.
key to select YES.
b. Press the
The PRINTER CFG menu re-appears.
To select the number of receipts printed for a transaction:
a. Scroll down to NO OF COPIES, and press the
The NUMBER OF COPIES menu appears.
key.
b. Scroll down to the number of copies the terminal should print for each transaction, and
press the
key at your selection. There are five options.
The PRINTER CFG menu re-appears.
To force the printer to pause between copies for a specified number of seconds:
a. Scroll down to PRINT DELAY, and press the
The PRINT DELAY entry screen appears.
key.
b. Key in the number of seconds the printer will wait between printing receipt copies, and
press the
key. The default is 99 seconds.
The PRINTER CFG menu re-appears.
Note: If, during the transaction, the operator does not want to wait for the receipt copies to
print automatically, they can press the
key to force the next receipt to begin printing
immediately.
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To print a tip line on Pre-Authorization receipts for the customer to indicate a Tip amount:
a. Scroll down to P-A TIP LINE, and press the
key.
The PRINT PRE-AUTH TIP LINE? prompt appears.
key tos elect YES.
b. Press the
The PRINTER CFG menu re-appears.
To print a signature line on Credit Card Transaction receipts (including private label and corporate cards):
Note: If a chip card requires a signature, a signature line will be printed even if this parameter
is set to NO. If a chip card does NOT require a signature, a signature line will NOT be printed
even if this parameter is set to YES.
a. Scroll down to SIGNATURE LINE, and press the
The PRINT CREDIT SIGNATURE LINE? appears.
key.
key to select YES.
b. Press the
The PRINTER CFG menu re-appears.
To print receipts for Advice transactions:
a. Scroll down to PRINT P-A ADV, and press the
The PRINT PRE-AUTH ADVICE? prompt appears.
key.
key to select YES.
b. Press the
The PRINTER CFG menu re-appears.
To print receipts for Pre-Authorization transactions:
a. Scroll down to PRINT PRE-AUTH, and press the
The PRINT PRE-AUTH? prompt appears.
key.
key to select YES.
b. Press the
The PRINTER CFG menu re-appears.
To enable masking of the Card number on the Merchant copy of the receipt:
IMPORTANT: Masking is enabled by default (i.e., set to YES). DO NOT change this
setting.
a. Scroll down to CARD MASKING-M, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The MERCHANT RECEIPT CARD MASKING? prompt appears.
b. Press the
key (YES).
The PRINTER CFG menu re-appears.
To suppress the printing of a Merchant copy of the receipt for any credit Purchase that
qualifies as a signatureless transaction:
Note: Merchant copy printing is enabled by default (i.e., set to YES). Moneris recommends
that you do not change this setting.
a. Scroll down to RCPT LIMIT-M, and press the
key.
The MERCHANT RECEIPT BELOW FLOOR LMT? prompt appears.
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b. Press the
key (NO).
The PRINTER CFG menu re-appears.
To suppress the printing of a Cardholder copy of the receipt for any credit Purchase
that qualifies as a signatureless transaction:
a. Scroll down to RCPT LIMIT-C, and press the
key.
The CUSTOMER RECEIPT BELOW FLOOR LMT? prompt appears.
key (NO).
b. Press the
The PRINTER CFG menu re-appears.
To print one or more personalized messages at the bottom of cardholder receipts:
a. Scroll down to TRAILER MSG, and press the
The ACTIVE TRAILER MSG menu appears.
key.
b. Select and edit the trailer message for cardholder receipts.
The PRINTER CFG menu re-appears.
Press the
4.2.1
key three times to return to the READY screen.
Select number of receipts printed for a transaction
There are five options:
86
OPTION
DESCRIPTION
1 COPY
prints only one copy
2 COPIES
prints one Cardholder and
one Merchant copy
2 COPIES OPTN
prints the first copy
To print the second copy, press the
To cancel the second copy, press the
key.
key.
3 COPIES
prints one Cardholder and
two Merchant copies
3 COPIES OPTN
prints two copies (one Cardholder and one Merchant copy)
To print the third copy (another Merchant copy), press the
To cancel the third copy, press the
key.
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4
4.2.2
Configuring Your Terminal
Select and edit the trailer message for cardholder receipts
There are 10 Trailer Message options available in each language.
Select one of the default messages (1 through 5) and edit it to suit your requirements or select
a blank message (6 through 10) to create your own promotional message.
If you have customized a trailer message, you can reset the message to the original text.
IMPORTANT: If you edit or change an English trailer message, ensure that you also
edit the corresponding French message. The trailer message that prints on the
cardholder receipt is determined by the language on the card's magnetic stripe.
For example: If you select Option 1 and replace ' xxxxxx' with your company name in
the English message, make sure to replace the ' xxxxxx' in the French Option 1 message
as well.
Note: You can select more than one trailer message to print on your receipts.
There are four lines per trailer message; each line can be from zero to 24 characters (if no
double width is used) or from zero to 12 characters (if double width is used). All characters
are allowed.
A. Select a trailer message option:
1. Scroll down to the option on the terminal, and press the
2. Select ENABLED (i.e. press the
3. Press the
key.
key).
key to confirm that you wish to enable the trailer message.
B. Edit the trailer message option:
1. Scroll down to the line number and language you wish to edit
(e.g. LINE 3 ENGLISH).
2. Press the
key. (This deletes the entire line.)
Note: A single message line can be from zero to 24 characters (if no double width is used) or
from zero to 12 characters (if double width is used). All characters are allowed.
3. Key in the new text. ( Refer to " Entering alphabetic characters and punctuation " ).
Note: Once you have keyed in new text, you can use the
a time.
4. Press the
key to delete characters one at
key to save the new line of text.
C. Format the font of the entire trailer message:
1. Scroll down to the format you wish to apply to all lines of the message (BOLD, DOUBLE
HEIGHT or DOUBLE WIDTH) and press the
key.
2. Press the
D. Press the
key to apply the format.
key four times to return to the READY screen.
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4.2.3
Configuring Your Terminal
Reset the trailer message to the original text
If you have edited a trailer message, you can reset the message to the original text.
IMPORTANT: If you edit or change an English trailer message, ensure that you also
edit the corresponding French message. The trailer message that prints on the
cardholder receipt is determined by the language on the card's magnetic stripe.
For example: If you reset Option 1 to the original English text, make sure to reset the
French Option 1 message as well.
From the READY screen:
1. Press the
key.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
3. Scroll down to PRINTER CONFIG, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The PRINTER CFG menu appears.
4. Scroll down to TRAILER MSG, and press the
The ACTIVE TRAILER MSG menu appears.
key.
5. Select the trailer message option you wish to reset to the original text:
a. Scroll down to the trailer message option, and press the
key.
b. Scroll down and select INITIAL TEXT (i.e., press the
key).
The RESET MSG TO ITS INITIAL TEXT? prompt appears.
key (YES) to confirm that you wish to reset the trailer message to the
c. Press the
original text.
The ACTIVE TRAILER MSG menu re-appears.
6. Press the
88
key four times to return to the READY screen.
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4.2.4
Configuring Your Terminal
Trailer Message Options
If the Language on the cardholder's card is ENGLISH OR the cardholder selected ENGLISH
during the cardholder prompts, the ENGLISH MESSAGE selected will appear.
If the Language on the cardholder's card is FRENCH OR the cardholder selected FRANCAIS
during the cardholder prompts, the FRENCH MESSAGE selected will appear.
4.2.4.1
English Trailer Messages
OPTION
ENGLISH MESSAGES
1 HAPPY
HOLID
HAPPY HOLIDAYS
THANK YOU FOR SHOPPING
AT xxxxxx
2 SPECIAL
OFF
SPECIAL OFFER ON YOUR
NEXT VISIT PRESENT THIS
RECEIPT AND RECEIVE A
10 PERCENT DISCOUNT
3 XXXXXX
xxxxxx
KEEP THIS RECEIPT FOR A
REFUND WITHIN 14 DAYS
4 MOTHERS
DAY
MOTHERS DAY IS COMING
RESERVE YOUR SPACE
CALL xxx xxx xxxx
TO AVOID
DISAPPOINTMENT
5 BACK TO
SCH
BACK TO SCHOOL SPECIAL
PRESENT THIS RECEIPT TO
CLAIM A FREE BACKPACK
WITH YOUR NEXT
PURCHASE
6
7
8
9
[These messages are blank and
can be used to create
personalized messages for your
cardholder receipts.]
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4.2.4.2
Configuring Your Terminal
French Trailer Messages
OPTION
FRENCH MESSAGES
1 HAPPY
HOLID
JOYEUSES FETES
MERCI DE MAGASINER
CHEZ
xxxxxx
2 SPECIAL
OFF
OFFRE SPECIALE
RABAIS DE 10 POURCENT
A LA PROCHAINE VISITE,
PRESENTEZ CE RELEVE
3 XXXXXX
xxxxxx
POUR UN
REMBOURSEMENT
DELAI DE 14 JOURS,
CONSERVEZ CE RELEVE.
4 MOTHERS
DAY
LA FETE DES MERES
APPROCHE. RESERVEZ
TOUT DE SUITE.
APPELEZ AU xxx xxx xxxx
5 BACK TO
SCH
OFFER POUR LA RENTREE
SAC A DOS GRATUIT
AU PROCHAIN ACHAT,
PRESENTEZ CE RELEVE.
6
7
8
9
[These messages are blank and
can be used to create
personalized messages for your
cardholder receipts.]
10
4.3 Disabling the Backlight
The Backlight can be disabled.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll to ADMIN, and press the
The ADMIN FUNCS menu appears.
key.
3. Scroll to BACKLIGHT, and press the
The BACKLIGHT menu appears.
key.
key to turn the backlight off permanently.
4. Scroll to DISABLE, and press the
The ADMIN FUNCS menu appears (and the backlight turns off).
Note: The backlight will no longer come on when the terminal keys are pressed.
5. Press the
key twice to return to the READY screen or the TERMINAL SETUP
REQUIRED prompt.
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4.4 Configuring Corporate (Purchasing) Cards
Use this function to indicate the type of sales tax applied in your geographic location and
enter your GST and provincial tax numbers as applicable. This will determine which tax type
prompt appears during corporate card transactions and the tax number that appears on the
monthly statements your corporate card customers receive.
From the READY screen:
1. Press the
key.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
3. Scroll down to PURCHASE CARD, and press the
The PURCHASING CRD menu appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Press the
key to select PURCHASE CARD.
The ENABLE PURCHASING CARD? prompt appears.
key to select YES.
5. Press the
The PURCHASING CRD menu appears with additional items.
6. Scroll down to SALES TAX TYPE, and press the
The SALES TAX TYPE menu appears.
key.
7. Scroll to the combination of taxes that you are required to charge, and press the
The PURCHASING CRD menu appears.
8. Scroll down to MERCHNT GST NO, and press the
The MERCHANT GST NUMBER entry screen appears.
9. Key in your GST number, and press the
The PURCHASING CRD menu appears.
key.
key.
key.
If necessary:
a. Scroll down to MERCHNT PST NO or MERCHNT QST NO, and press the
key.
b. Key in your Provincial Tax number, and press the
key.
The PURCHASING CRD menu appears.
10. Press the
key three times to return to the READY screen.
The terminal is now ready to process financial transactions using corporate (purchasing)
Cards.
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4.5 Configuring Private Label
The terminal does not require additional configuration in order to process private label credit
cards. However, before using private label cards you must:
•
contact Moneris to obtain a list of private label card issuers.
•
contact the private label card issuer and arrange for service from them.
•
notify Moneris that you will be using this service to ensure that your terminal's
initialization parameters are updated on the Moneris Host.
•
re-initialize your terminal
4.6 Configuring General Parameters
The General Parameters menu allows you to enable and configure the optional features on
your terminal.
If you access a prompt and decide to keep the displayed value, simply press the
keep that value and return to the previous menu.
Press the
key to
key repeatedly to return to the READY screen at any time.
From the READY screen OR the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
To select the Communications Type:
a. Press the
key to select COMMS TYPE.
b. Select the appropriate communication type.
Note: You may have to do some additional configuration depending on your communications
requirements. Refer to Communications Configuration for an overview on configuring the
communications parameters on the terminal.
The GENERAL PARAMETERS menu reappears.
To enable/disable the Declined Beep alert:
a. Scroll down to DECLINED BEEP, and press the
key.
The DECLINED AUDIBLE NOTIFICATION prompt appears.
b. Press the
OR Press the
key (YES) to enable Declined Beep.
key (NO) to disable this feature.
The terminal beeps and then the GENERAL PARAMETERS menu reappears.
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To enable/disable the Key Beep feature:
Note: Regardless of this setting, the optionally attached PINpad will continue to emit a beep
when a key is pressed during a transaction (i.e., when the customer is entering information on
the PINpad as prompted).
a. Scroll down to KEY BEEP, and the
key.
The ENABLE KEY STROKE BEEP? prompt appears.
key(YES) to enable Key Beep.
b. Press the
key (NO) to disable Key Beep.
OR Press to the
The GENERAL PARAMETERS menu appears.
To enable/disable Tip Reporting
(Enables option to record a Tip amount during Pre-Auth Completions (Advices) and
prints a Tip amount line on Pre-Auth Completion receipts; enables Tip Totals report;
enables option for completion or deletion of multiple Pre-Auths from list):
a. Scroll down to TIP REPORTING, and press the
The ENABLE TIP REPORTING? prompt appears.
b. Press the
OR Press the
key.
key(YES) to enable this feature.
key (NO) to disable this feature.
The GENERAL PARAMETERS menu reappears.
To enable/disable Tip Entry:
Refer to the "Configuring Tip Entry - Debit/Credit" procedure.
To define a default debit/credit Tip Percentage:
Note: For this feature to work, debit/credit Tip Entry must be also enabled.
a. Scroll down to TIP PERCENTAGE, and press the
The ENTER TIP PERCENTAGE entry screen appears.
key.
Note: If debit/credit Tip Entry is enabled, and the Tip Percentage value is set to "0," the
cardholder will still be prompted to enter a Tip in percentage and/or dollars. (The cardholder
may choose to enter nothing at all when prompted to enter Tip.)
b. Key in a percentage value, and press the
key.
The GENERAL PARAMETERS menu reappears.
To enable/disable allowing the terminal to process Pre-Authorization transactions using chip cards (credit and
some debit cards) as well as magnetic stripe cards:
a. Scroll down to CHIP PRE-AUTH, and press the
key.
The CHIP CARD PRE-AUTH ALLOWED prompt appears.
b. Press the
OR Press the
key (YES) to use chip cards for Pre-Auth transactions.
key (NO) to use only magnetic stripe cards for Pre-Auth transactions.
The GENERAL PARAMETERS menu reappears.
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To enable/disable the CASH BACK? prompt during Debit Purchase transactions:
a. Scroll down to CASHBACK, and press the
The ENABLE CASH BACK? prompt appears.
b. Press the
OR Press the
key.
key (YES) to have the CASH BACK? prompt appear.
key (NO) to disable the CASH BACK? prompt.
The GENERAL PARAMETERS menu reappears.
To set Cashback Preset Amount 1:
Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 10 = $10.00).
a. Scroll down to C BACK AMT 1, and press the
key.
The CASH BACK PRESET AMOUNT 1 entry screen appears.
Note: The Default amount is 10; the amount can range from 10 to 90.
b. Key in the dollar value for Cash Back Preset Amount 1, and press the
The GENERAL PARAMETERS menu reappears.
key.
To set Cashback Preset Amount 2:
Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 20 = $20.00.)
a. Scroll down to C BACK AMT 2, and press the
key.
The CASH BACK PRESET AMOUNT 2 entry screen appears.
Note: The Default amount is 20; the amount can be from 20 to 990.
b. Key in the dollar value for Cash Back Preset Amount 2, and press the
The GENERAL PARAMETERS menu reappears.
key.
Note: The amount that you key in must be less than and not equal to Preset Amount 3, but it
must be greater than and not equal to Preset Amount 1.
Set Cashback Preset Amount 3:
(This can be used to set a third amount or allow a customer to enter a different amount)
a. To allow your customer to key in any other amount that is less than or equal to your Cashback Limit:
key.
1. Scroll down to C BACK AMT 3, and press the
The CASH BACK PRESET AMOUNT 3 entry screen appears.
2. Select OTHER (press the
key).
The GENERAL PARAMETERS menu reappears.
Note: The amount that the customer keys in at the ENTER CASH BACK entry screen cannot
be greater than your set Cashback Limit.
b. To set a specific amount for Preset Amount 3:
Note: The Cashback Limit that you set does not apply to Amount 3. (For example, even if
your Cashback Limit is set to $40, you could still set Amount 3 to be any value from $150 to
$990).
1. Scroll down to C BACK AMT 3, and press the
key.
The CASH BACK PRESET AMOUNT 3 entry screen appears.
Note: The Default amount is 30; the amount can be from 30 to 990.
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Configuring Your Terminal
Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 300 =
$300.00.)
2. Select VALUE (press the
key).
Note: The amount that you key in for VALUE must be greater than and not equal to Preset
Amount 2 and greater than and not equal to Preset Amount 1.
3. Key in the amount, and press the
key.
The GENERAL PARAMETERS menu reappears.
To set the maximum Cashback amount that can be entered during debit Purchase transactions:
a. Scroll down to CASHBACK LIMIT, and press the
The CASH BACK LIMIT entry screen appears.
key.
Note: The default is 40.
b. Key in the maximum dollar amount that can be entered at the ENTER CASH BACK entry
screen, and press the
key.
The GENERAL PARAMETERS menu reappears.
Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 40 = $40.00).
Note: The Cashback Limit amount only applies to Preset Amount 3 if the cardholder keys in
an amount that is higher than the set Cashback Limit. However, if you set Preset Amount 3
to an amount that is higher than the Cashback Limit, that restriction will not apply.
To enable/disable the ARE TOTALS BALANCED? prompt during the Close Batch transaction:
a. Scroll down to BALANCE PROMPT, and press the
The TOTALS BALANCED PROMPT? prompt appears.
b. Press the
OR Press the
key.
key (YES) to have the Balanced prompt appear.
key (NO) to skip the Balanced prompt.
The GENERAL PARAMETERS menu reappears.
To enable/disable the ENTER INVOICE NO prompt during all financial transactions:
a. Scroll down to INVOICE NUMBER, and press the
The ENABLE INVOICE NUMBER? prompt appears.
key.
key (YES) to have the Invoice Number prompt appear.
b. Press the
key (NO) to skip the Invoice Number prompt.
OR Press the
The GENERAL PARAMETERS menu reappears.
To enable/disable the TAKE MANUAL IMPRINT OF CARD AND PRESS OK prompt during financial
transactions (e.g., credit) in which the Card number is manually entered:
a. Scroll down to TAKE IMPRINT, and press the
The TAKE IMPRINT MESSAGE? prompt appears.
key.
key (YES) to have the Take Imprint prompt appear.
b. Press the
key (NO) to skip the Take Imprint prompt.
OR Press the
The GENERAL PARAMETERS menu reappears.
To set the default Province Code value for Cheque Authorization transactions using a driver's licence:
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4
Configuring Your Terminal
a. Scroll down to PROVINCE CODE, and press the
The DEFAULT PROVINCE CODE prompt appears.
key.
b. Key in the two-character alphanumeric Province code that will most likely be used during
Cheque Authorization transactions using a driver's licence, and press the
key. ( Refer to
" Entering alphabetic characters and punctuation " )
Note: The province codes are provided by the cheque authorization service.
The GENERAL PARAMETERS menu reappears.
To be able to identify a transaction (e.g., credit) as a Mail Order or Telephone Order during the transaction:
a. Scroll down to MAIL/TEL ORDER, and press the
key.
The MAIL/TEL ORDER TRANSACTIONS? prompt appears.
b. Press the
OR Press the
key (YES) to have the Mail/Tel item appear.
key (NO) to leave the Mail/Tel item off.
The GENERAL PARAMETERS menu reappears.
To set the amount of terminal idle time before the back light turns off automatically:
a. Scroll down to BACKLIGHT TIME, and press the
key.
The BACKLIGHT OFF TIME IN SECONDS entry screen appears.
b. Key in the number of seconds before the backlight turns off, and press the
key.
Note: Any value between 120 to 999 will result in the backlight turning off after 120 seconds.
(The minimum is 15; the maximum is 999; the default is 60.)
The GENERAL PARAMETERS menu reappears.
To enable/disable the SWIPE ADMIN CARD prompt on all transactions on the REPORTS, ADMIN and
CONFIGURATION menus:
a. Scroll down to ADMIN PROTECT, and press the
key.
The PROTECT ALL ADMIN OPTIONS? prompt appears.
key (YES) to have the Admin card prompt appear for all reporting, admin and
b. Press the
configuration transactions.
key (NO) to have the Admin card prompt appear only for those transactions
OR Press the
that are required by Moneris.
The GENERAL PARAMETERS menu reappears.
To enable an External PINpad:
a. Scroll down to EXT PINPAD, and press the
key.
The ENABLE EXTERNAL PINPAD? prompt appears.
key (YES) to enable the external PINpad for financial transactions. All
b. Press the
cardholder prompts will appear on the external PINpad.
key (NO) to disable the external PINpad. All prompts for the merchant and the
Press the
cardholder will appear on the terminal.
The GENERAL PARAMETERS menu appears on the terminal..
The message WELCOME/BONJOUR appears on the external PINpad.
Note: If this prompt is switched from YES to NO or from NO to YES, you must re-initialize
the terminal.
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To enable/disable the internal contactless reader:
Note: If an external PINpad is attached. the contactless transaction prompts appear on the
PINpad.
a. Scroll down to CTLS READER, and press the
The CONTACTLESS READER menu appears.
key.
key.
b. Scroll to ENABLE, and press the
OR To disable this feature, scroll to DISABLE, and press the
key.
PLEASE WAIT appears on the terminal's display for several seconds and then the terminal
returns to the GENERAL PARAMETERS menu.
To enable/disable the contactless logo on contactless transaction receipts:
a. Scroll down to CTLS LOGO, and press the
The CONTACTLESS LOGO menu appears.
key.
key.
b. Scroll to ENABLE, and press the
OR To disable this feature, scroll to DISABLE, and press the
key.
The GENERAL PARAMETERS menu appears.
To enable/disable the Manual (Card) Entry option for debit/credit transactions:
IMPORTANT: This parameter restricts/prohibits key entering card information in
order to prevent completion of transactions which can later be disputed and charged
back. Moneris strongly recommends using the default value of ADMIN PROTECT to
maintain this protection.
a. Scroll down to MANUAL ENTRY, and press the
key.
Note: The default is ADMIN PROTECT.
b. When SWIPE ADMIN CARD appears, swipe your POS Admin card.
The MANUAL CARD ENTRY menu appears.
c. Select one of the following options:
To enable manual entry without POS Admin card protection: Scroll to ON, and press the
key.
Note: Following entry of the card number and the expiry date, you will not be prompted
to swipe the POS Admin card (i.e., the SWIPE ADMIN CARD prompt will not appear).
To enable manual entry with POS Admin card protection: Scroll to ADMIN PROTECT,
and press the
key.
Note: Following entry of the card number and the expiry date, the SWIPE ADMIN
CARD prompt will appear. (You must swipe the POS Admin card to continue the
transaction.)
To disable Manual Entry: Scroll to OFF, and press the
key.
Note: You will not be permitted to key in a card number (and expiry date) at the card
entry prompt.
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Configuring Your Terminal
4.7 Configuring Tip Entry - Debit/Credit
From the READY screen OR the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to GENERAL PARAMS, and press the
The GENERAL PARAMETERS menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Scroll down to TIP ENTRY, and press the
The TIP ENTRY menu appears.
key.
5. Depending on your requirements, do one of the following:
To disable the Tip Entry prompt:
a. Scroll down to NO TIP, and press the
key.
b. Continue at step 6.
To enable the Tip Entry prompt:
a. Scroll down to the card type (DEBIT only or DEBIT & CREDIT), select the
one for which the Tip Entry prompt should appear, and press the
key.
The TIP ENTRY menu appears listing three Tip prompt formats.
b. Scroll to a Tip Entry format (TIP BY AMOUNT or TIP BY PERCENT or TIP
BY $ AND %), and press the
key.
Note:
To see how Tip Entry formats affect debit/credit Tip prompting on the
terminal, refer to the "Tip Prompt Formats: Terminal" table.
To see how Tip Entry formats affect debit/credit Tip prompting on an
external PINpad, refer to the "Tip Prompt Formats: PINpad" table.
The TIP ENTRY menu appears.
c. Continue at step 6.
6. Press the
98
key repeatedly to return to the READY screen.
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4.7.1
Configuring Your Terminal
Tip Prompt Formats: Terminal
Tip Prompt
Format
What Happens During a debit/credit
Purchase
TIP BY AMOUNT
The cardholder will be prompted to enter the
Tip as a dollar amount only. (The cardholder
may press the
key to bypass entering a
Tip during this prompt.)
TIP BY PERCENT
The cardholder will be prompted to enter a
Tip as a percentage value only. (The
cardholder may press the
key to bypass
entering a Tip during this prompt.)
Actual Tip Prompt/Screen
on Terminal
Note:
If the Tip Percentage parameter is set as a
value greater than zero, the value will appear
beside the percent sign (e.g., 15%) during Tip
prompting.
If the Tip percentage parameter is set to zero,
then a "0" value will appear beside the percent
sign (i.e., 0%) during Tip prompting.
TIP BY $ AND %
The cardholder will be prompted to enter the
Tip as a percentage value or as a dollar
amount. (The cardholder may press the
key to bypass entering a Tip during one
of the following prompts.)
Note: If the Tip Percentage parameter is set to
a value greater than zero, the cardholder will
be prompted to enter the default value (AA%),
or they may select OTHER and then enter
their own percentage value or dollar amount.
Note: If the Tip percentage parameter is set to
zero, the cardholder will automatically be
prompted to choose to whether to enter their
own Tip as a percentage value or dollar
amount.
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4.7.2
Configuring Your Terminal
Tip Prompt Formats: PINpad
Tip Prompt
Format
What Happens During a Debit/Credit
Purchase
TIP BY AMOUNT
The cardholder will be prompted to enter the
Tip as a dollar amount only. (The cardholder
may press the
key to bypass entering a
Tip during this prompt.)
TIP BY PERCENT
The cardholder will be prompted to enter a
Tip as a percentage value only. (The
cardholder may press the
key to bypass
entering a Tip during this prompt.)
Note: The Tip Percentage parameter has no
effect on this prompt format. TIP AMOUNT
will appear as the prompt regardless of how
you define the default Tip Percentage.
TIP BY $ AND %
The cardholder will be prompted to enter the
Tip as a percentage value or as a dollar
amount. (The cardholder may press the
key to bypass entering a Tip during one
of the following prompts.)
Note: If the Tip Percentage parameter is set
to a value greater than zero, the cardholder
will be prompted to enter the default value
(AA%), or they may select OTHER and then
enter their own percentage value or dollar
amount.
Note: If the Tip percentage parameter is set
to zero, the cardholder will automatically be
prompted to choose to whether to enter their
Tip as a percentage value or dollar amount.
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Actual Tip Prompt/Screen
on PINpad
4
Configuring Your Terminal
4.8 Configuring Clerk Subtotals
To configure the terminal to perform Clerk Subtotalling:
Note: If you have more than one terminal, you must configure Clerk Subtotalling on each
terminal individually.
1. Enable Clerk Subtotalling.
2. Configure the ENTER CLERK ID prompt.
3. Identify the Clerk ID Entry Method.
4. Allow clerks to "zero" clerk totals.
IMPORTANT: Clerk Subtotals must be cleared manually (by performing a Clerk
Subtotals Report) on a regular basis (weekly is recommended). If not, the Moneris Host
will automatically clear the totals when the number of transactions for a card type
within a Clerk ID reaches 10,000.
5. Add Clerk IDs.
6. If you are using a Default Clerk ID, enable the Default Clerk ID.
You can now perform Clerk Subtotalling on your terminal.
4.8.1
Allow Clerks to Zero Totals
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK TOTALS, and press the
The MERCHANT ID entry screen appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Key in your Merchant ID, and press the
The CLERK SUBTTL CFG menu appears.
key.
5. Scroll down to CLERK ZERO TTL, and press the
The CAN CLERK ZERO TOTALS? prompt appears.
key.
key (YES) to display the Zero Clerk Totals? prompt during the Clerk
6. Press the
Subtotals Inquiry. This allows terminal operators to reset the totals for their Clerk ID to zero.
OR
key (NO) to skip the ZERO CLERK TOTALS? prompt during the Clerk
Press the
Subtotals Inquiry.
The CLERK SUBTTL CFG menu reappears.
7. Press the
key repeatedly until the READY screen reappears.
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4.8.2
Configuring Your Terminal
Identify Clerk ID Entry Method
You must identify the method that will be used to enter the Clerk ID during transactions.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK TOTALS, and press the
The MERCHANT ID entry screen appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Key in your Merchant ID, and press the
The CLERK SUBTTL CFG menu appears.
key.
5. Scroll down to CLERK ENTRY, and press the
key.
6. Select the method for entering the Clerk ID at the ENTER CLERK ID entry screen.
- Select SWIPE/MANUAL to allow the use of Clerk ID cards and manually keyed in Clerk
IDs
OR
- Scroll down and select MANUAL if only manually entered Clerk IDs will be used
OR
- Scroll down and select SWIPE if only Clerk ID cards will be used. You must now identify
the location of the Clerk ID on the card stripe.
The CLERK SUBTTL CFG menu reappears.
7. Press the
4.8.3
key repeatedly until the READY screen reappears.
Adding Clerk IDs (including the Default Clerk ID)
Use this function to add the Clerk IDs to be associated with your Merchant ID. The terminal
must communicate with the Moneris Host in order to complete this function.
The Clerk IDs you enter here can be entered at the ENTER CLERK ID entry screen during
transactions and will be used in Clerk Subtotals Reporting.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK MAINT, and press the
The CLRK MAINTCE(## PEND) menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
Note: (## PEND) indicates the number of Clerk IDs waiting to be processed.
4. Press the
key to select ADD.
The ENTER CLERK ID TO BE ADDED entry screen appears.
key. ( Min. 1, max. 6 characters. Any combination
5. Key in the Clerk ID, and press the
of numbers and letters. Refer to " Entering alphabetic character and punctuation ".)
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.
The CLRK MAINTCE (## PEND) menu reappears.
To continue to add Clerk IDs, repeat steps 4 and 5.
You can add a maximum of 20 Clerk IDs at one time.
Once 20 Clerk IDs have been added, the terminal communicates with the Moneris
Host to add the Clerk IDs to the Host.
When all the Clerk IDs have been added:
key.
6. Scroll down to FINISHED, and press the
The terminal communicates with the Moneris Host to add the Clerk IDs to the Host then
returns to the READY screen.
4.8.4
Removing Clerk IDs
Use this function to remove Clerk IDs associated with your Merchant ID. The terminal must
communicate with the Moneris Host in order to complete this function.
The Clerk IDs you remove here can no longer be entered at the ENTER CLERK ID entry
screen during transactions and cannot be used in Clerk Subtotals Reporting.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK MAINT, and press the
The CLRK MAINTCE(## PEND) menu appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
Note: (## PEND) indicates the number of Clerk IDs waiting to be processed.
4. Scroll down to REMOVE, and press the
key.
The ENTER CLERK ID TO BE REMOVED entry screen appears.
key. ( Refer to " Entering alphabetic characters and
5. Key in the Clerk ID, and press the
punctuation " )
Min. 1, max. 6 characters. Any combination of numbers and letters.
The CLRK MAINTCE(## PEND) menu reappears.
To continue removing Clerk IDs, repeat steps 4 and 5.
You can remove a maximum of 20 Clerk IDs at one time.
Once 20 Clerk IDs have been removed, the terminal communicates with the Moneris
Host to remove the Clerk IDs from the Host.
When all the Clerk IDs have been removed:
key.
6. Scroll down to FINISHED, and press the
The terminal communicates with the Moneris Host to remove the Clerk IDs from the Host
then returns to the READY screen.
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4.8.5
Configuring Your Terminal
Enabling Clerk Subtotalling
From the READY screen:
1. Pressthe
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK TOTALS, and press the
The MERCHANT ID entry screen appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Key in your Merchant ID, and press the
The CLERK SUBTTL CFG menu appears.
key.
5. Select CLERK SUBTTL.
The ENABLE CLERK SUBTOTALLING prompt appears.
6. Press the
key (YES) to enable Clerk Subtotalling.
The CLERK SUBTTL CFG menu reappears.
7. Press the
4.8.6
key repeatedly until the READY screen reappears.
Enabling the Clerk ID Prompt
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
3. Scroll down to CLERK TOTALS, and press the
The MERCHANT ID entry screen appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Key in your Merchant ID, and press the
The CLERK SUBTTL CFG menu appears.
key.
5. Scroll down to PROMPT CLERK, and press the
The PROMPT FOR CLERK ID? prompt appears.
6. Press the
key.
key (Yes) to enable the Clerk ID prompt for all transactions.
Note: If you are using a Default Clerk ID, you must press the
prompt.
key (NO) to disable this
The CLERK SUBTTL CFG menu reappears.
7. Press the
104
key repeatedly until the READY screen reappears.
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4.8.7
Configuring Your Terminal
Enabling the Default Clerk ID
The Clerk ID prompt must be disabled.
You must add the Default Clerk ID to the terminal before enabling it.
The ENTER CLERK ID entry screen will not appear during transactions when the Default
Clerk ID is enabled.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
3. Scroll down to DEFAULT CLERK, and press the
The ENTER CLERK ID entry screen appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Key in the Clerk ID to be used as the default, and press the
alphabetic characters and punctuation ".)
The READY screen reappears.
4.8.8
key. ( Refer to " Entering
Identifying the Clerk ID Location
From the CLERK SUBTTL CFG menu:
a. Select DATA LOCATION.
b. Select the location:
Note: This information is provided by the card manufacturer.
TRACK 1
TRACK 2 (This is the default selection.)
NAME
The CLERK SUBTTL CFG menu reappears.
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Configuring Your Terminal
4.9 Configuring Multi-terminal Reporting
You must perform this configuration on every terminal you wish to include in the MultiTerminal Report. This configuration enables Multi-Terminal Reporting and assigns a terminal
name to the terminal.
4.9.1
Enabling Multi-Terminal Reporting
From the READY screen:
Note: The terminal must be logged on before performing this configuration.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key.
3. Scroll down to MULTI TERM CFG, and press the
The MULTIPLE TERM TRANSACTION? prompt appears.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Press the
key to select YES.
The MERCHANT TERMINAL NAME entry screen appears.
5. Key in the terminal name (max. 6 characters) and press the
Alphabetic Characters)
The ALLOW CLOSE BY ADMIN 99? prompt appears.
key. ( Refer to Entering
6. If you wish to:
- use the Multi-Terminal Report function to remotely close the batch for this terminal, press
key to select YES.
the
key to
- use only the Close Batch transaction to close the batch on this terminal, press the
select NO.
The terminal communicates with the Moneris Host then returns to the READY screen.
4.9.2
Disabling Multi-terminal Reporting
Follow steps 1 through 5 above. At step 6, press the
key to select NO. The terminal
communicates with the Moneris Host then returns to the READY screen.
The terminal can no longer be closed from another terminal and cannot close other terminals.
4.9.3
Changing the Terminal Name
Use this function to assign a different terminal name to a terminal that has Multi-Terminal
Report enabled on it.
From the READY screen:
Note: The terminal must be logged on before performing this configuration.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key.
3. Scroll down to MULTI TERM CFG, and press the
The MULTIPLE TERM TRANSACTION? entry screen appears.
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Configuring Your Terminal
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Press the
key to select YES.
The MERCHANT TERMINAL NAME entry screen appears with the existing terminal name
displayed in the bottom right corner of the screen.
5. Press the
key to clear the existing terminal name.
6. Key in the new terminal name (max. 6 characters) and press the
Entering Alphabetic Character and Punctuation ". )
The ALLOW CLOSE BY ADMIN 99? prompt appears.
key. ( Refer to "
7. If you wish to:
- use the Multi-Terminal Report function to remotely close the batch for this terminal, press
key to select YES.
the
key to
- use only the Close Batch function to close the batch on this terminal, press the
select NO.
The terminal communicates with the Moneris Host then returns to the READY screen.
4.9.4
Deleting the Terminal Name
To delete a terminal name, simply disable the Multi-terminal Report function on the terminal.
Note: Once the terminal name is deleted, the terminal can no longer be closed using the
Multi-Terminal Report function.
From the READY screen:
Note: The terminal must be logged on before performing this configuration.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key.
3. Scroll down to MULTI TERM CFG, and press the
The MULTIPLE TERM TRANSACTION? prompt appears.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. Press the
key to select NO.
The terminal communicates with the Moneris Host then returns to the READY screen.
The terminal name has now been removed from the Moneris Host and the terminal can no
longer be closed using the Multi-terminal Report function.
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4.10
Configuring Your Terminal
Configuring Cheque Authorization
The terminal does not require additional configuration in order to process Cheque
Authorizations. However, before performing Cheque Authorizations you must:
•
contact Moneris to obtain a list of Cheque Authorization service providers.
•
contact a Cheque Authorization service and arrange for service from them.
•
notify Moneris that you will be using this service to ensure that your terminal's
initialization parameters are updated on the Moneris Host.
•
re-initialize your terminal
If the Cheque Authorization service requires the entry of a province code for Cheque
Authorizations using a drivers' licence, you may wish to configure a default province code to
avoid having to enter it each time.
4.11
Initialization
This function sends information about the terminal to the Moneris Host and receives
additional parameters and information from the Host. If you are setting up your terminal for
the first time, follow the First Initialization instructions below.
From time to time, the Moneris Merchant Service Centre may ask you to re-initialize your
terminal if changes have been made to your terminal or your merchant account. Follow the
Re-initialization instructions below.
4.11.1
First Initialization
This function MUST be performed once, after completing configuration, in order to use your
terminal to process transactions.
Note: Before attempting this transaction, ensure that the Communications parameters have
been configured.
From the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key to select INITIALIZATION.
3. Press the
The MERCHANT ID entry screen appears.
4. Key in your Moneris Merchant ID, and press the
The PHONE NUMBER entry screen appears.
key.
5. If you are using dial communication as default or as backup for Ethernet communication:
Key in the Initialization Phone Number, and press the
key. OR If you are using Ethernet
communication without dial backup: Simply press the
key.
The terminal communicates with the Moneris Host. This may take a few minutes.
The external PINpad displays WELCOME/BONJOUR during the Initialization.
6. The PLEASE LOGON prompt appears.
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4.11.2
Configuring Your Terminal
Re-initialization
The Moneris Merchant Service Centre may ask you to re-initialize your terminal from time to
time.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the
The CONFIG FUNCS menu appears.
key.
key to select INITIALIZATION.
3. Press the
The RETAIN CURRENT MERCH SETTINGS? prompt appears.
If the SWIPE ADMIN CARD prompt appears instead, swipe the POS Admin card.
4. Press the
key to select YES.
IMPORTANT: Do NOT select NO unless instructed to do so by a Moneris Service
Centre representative.
If the PHONE NUMBER entry screen appears, press the
key.
5. Please wait while the terminal communicates with the Moneris Host. This may take a few
minutes.
The external PINpad displays WELCOME/BONJOUR during the Re-initialization.
The CLEAR TERMINAL STORAGE? prompt appears.
6. Press the
key to select NO.
IMPORTANT: Do NOT select YES unless instructed to do so by a Moneris Service
Centre representative. Selecting YES will erase all the transaction information from the
terminal memory.
The PLEASE LOGON prompt appears.
4.12
Restore Factory Defaults
IMPORTANT: Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
This function returns the terminal’s parameters to the original factory settings.
4.13
Remote Code Download
IMPORTANT: Do NOT use this function unless directed to do so by the Moneris
Merchant Service Centre.
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5
Financial Transactions
A financial transaction involves the transfer of funds between a cardholder's account and your
own business account. For example, a credit Purchase transaction moves funds from the credit
cardholder's account to your business account. A debit Refund transaction moves funds from
your business account to the debit cardholder's chequing or savings account.
The Moneris iCT250 point-of-sale terminal can process a variety of financial transactions on
cards including debit cards, magnetic stripe credit cards, chip cards, private label credit cards
and purchasing/corporate cards.
IMPORTANT: It is the merchant’s responsibility to ensure that proper card processing
procedures are followed at all times. Please refer to your Merchant manuals and the
Terms & Conditions of your Merchant Agreement for details.
5.1 Card Programs
Depending on the card issuer, a payment card may incorporate Chip and/or Stripe and/or
Contactless functionality. The card entry method at the POS (see below) determines which
functionality is used and how the card interfaces with the terminal or attached PINpad.
5.1.1
Card Entry at the POS
To use Chip functionality:
When the SWIPE OR INSERT CARD (or SWIPE/INSERT/TAP CARD) prompt displays
(terminal or PINpad), you or the customer insert the card into the chip reader. (For more
information about using chip cards, refer to "Using a Chip Card.")
To use Stripe functionality:
When the SWIPE CARD (or SWIPE OR INSERT CARD or SWIPE/INSERT/TAP CARD)
prompt displays (terminal or PINpad), swipe the card on the magnetic stripe reader. (For
more information about using stripe cards, refer to "The Magnetic Stripe Reader on the
Terminal.")
Note: If the terminal is chip enabled, the card must be inserted into the chip reader.
To use Contactless functionality:
When the SWIPE/INSERT/TAP CARD prompt appears, the customer taps or waves their
card over the terminal or external PINpad display screen. (For more information about
contactless cards, refer to "Using a Contactless Card")
Manual Entry: If all available Card Entry methods fail, you may manually enter the Card
number (terminal only) for credit cards and some debit chip cards: When SWIPE CARD or
SWIPE OR INSERT CARD or SWIPE/INSERT/TAP CARD displays, simply key in the
Card number on the terminal, and press the
key. You may be required to swipe your
POS Admin card.
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Financial Transactions
5.2 Payment Types
5.2.1
Credit Transactions
The terminal processes the following credit card transactions:
•
Purchase
•
Purchase-Void
•
Refund
•
Refund-Void
•
Pre-Authorization
•
Pre-Auth Advice
•
Force Post (Advice-Voice Authorization)
•
Private Label Payment
•
Private Label Payment-Void
Note: If an external PINpad is attached, the cardholder will be required to use
it to enter data as prompted.
Note: All transactions may also be processed as Mail Order/Telephone Order
transactions.
The terminal can process the following types of credit cards:
5.2.2
•
Standard credit cards (e.g., MasterCard, Visa, AMEX and others depending on
the services for which you are registered).
•
Corporate (purchasing) cards if you are already processing the same standard
card. For example, if you can process VISA cards, you can also process VISA
Corporate cards. Refer to "Corporate Card Purchase" for detailed instructions.
•
Private label cards. These require additional agreements with Moneris and a
private label provider depending on the card(s) you wish to process.
Debit Transactions
The terminal processes the following transactions for debit:
Note: Some debit chip cards may be used to process these transactions as Mail
Order/Telephone Order transactions.
•
Purchase
•
Purchase-Void (Purchase Correction)
•
Refund
•
Refund-Void (Refund Correction)
•
Some debit chip cards may also be used to process:
- Pre-Authorization
- Pre-Auth Advice
- Force Post (Advice-Voice Authorization)
- Private Label Payment
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- Private Label Payment-Void
5.2.2.1
To process a Debit Transaction:
•
the cardholder swipes their card through the magnetic stripe reader or inserts their
card into the chip reader on the terminal or, if an external PINpad is attached, on the
PINpad.
Note: If an external PINpad is attached, the cardholder will be required to use
it to enter data as prompted.
•
the debit cardholder MUST key in their own PIN (Personal Identification number)
on the terminal or, if an external PINpad is attached, on the PINpad.
IMPORTANT: For security reasons, please respect the cardholder's privacy while they
enter their PIN and encourage them to protect their PIN.
5.3 Transaction Flows
To reduce the number of times the terminal or external PINpad is handed to the cardholder for
their input (e.g. Tip amount entry, PIN entry, etc.), the terminal begins at the ENTER
AMOUNT entry screen. To begin a credit, debit or chip Purchase transaction simply key in
the dollar amount, and then swipe the credit or debit card, or insert the chip card, or tap the
contactless card. The terminal can determine the card type (i.e., debit, credit, or chip) from the
information on the card's magnetic stripe or chip.
5.4 Transaction Guidelines
To process financial transactions, you will follow these general guidelines:
1. Determine the transaction to be processed (e.g., Purchase or Refund).
Note: If the terminal is configured to use Ethernet, confirm that the Ethernet icon at
the top of the screen is coloured green.
2. Establish the means of payment, i.e., credit or debit.
3. Enter the card data on the terminal (or external PINpad if attached) (refer to “Card
Entry at the POS.” )
4. Follow the terminal prompts. (Refer to individual financial transaction procedures).*
5. Process receipts.
* These variables affect which transaction prompts you and the cardholder will see:
- Terminal and merchant setup.
- Transaction type (e.g., Purchase or Refund).
- Card Program (i.e., stripe, contactless, or chip).
- Card Entry method at the POS (e.g., swipe, insert, tap, or manually enter).
- Payment type (i.e., credit or debit)1
Some debit cards may initiate Cashback and/or Tip, and/or Account & PIN
prompting after the terminal has been returned to you, which means you will have to
hand the terminal back to the cardholder.
1
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Financial Transactions
5.5 Credit and Debit Transactions
5.5.1
Purchase
Note:
- The cardholder may be prompted for input under the following circumstances: 1) If a chip
card is used; 2) If a debit card is swiped or inserted; or 3) If Tip Entry or Cashback is
enabled.
- If a Corporate (purchasing) credit card is used, you may be prompted to enter Tax data.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
From the READY screen:
1. Key in the amount of the Purchase, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE OR INSERT CARD prompt appears on the terminal (or appears on the external
PINpad if attached).
Note: If contactless functionality is enabled, the SWIPE/INSERT/TAP CARD prompt
appears on the terminal (or the external PINpad if attached).
2. Enter the card as follows:
swipe
insert
tap
manually enter
(credit and
some debit chip cards)
a. Swipe the card on
the terminal (or
external PINpad if
attached).
a. You or the
cardholder must insert
the card into the
terminal chip reader
(or external PINpad
chip reader if
attached).
a. The cardholder
taps (or waves) their
card over the
terminal's or
PINpad's internal
contactless reader
(i.e., the display
screen).
a. Key in the Card number, and press
If the ENTER
LAST 4 DIGITS
entry screen
appears on the
terminal, key in
the last 4 digits of
the Card number,
and press the
key.
IMPORTANT:
Leave the chip card
in the reader for the
entire transaction.
b. Continue below at
step 3.
b. Continue below at
step 3.
The terminal or
PINpad beeps.
b. Continue below at
step 3.
the
key.
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press
the
key.
If the SWIPE ADMIN CARD
prompt appears on the terminal,
swipe the POS Admin card.
If MAIL/TEL options appear on
the terminal, refer to the
"Transaction with MOTO Enabled"
procedure.
If the TAKE MANUAL IMPRINT
OF CARD AND PRESS OK
prompt appears on the terminal,
refer to the "Taking a Manual
Imprint of a Card" procedure.
c. Continue below at step 3.
3. Please wait while the terminal processes the transaction; follow the terminal prompt that
appears:
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Financial Transactions
If the CUSTOMER PRESS OK TO CONTINUE prompt appears, refer to the
“Cardholder Prompts: Debit/Credit” procedure.
If the CONTINUE ON PINPAD prompt appears, refer to the "Cardholder Prompts:
Debit/Credit" procedure.
If the ENTER PROMO CODE entry screen appears, refer to the "Entering the Promo
Code" procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
If the ENTER XXX AMOUNT entry screen appears ( XXX is the tax type, e.g. GST),
refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure.
If an APPROVED message appears, go to step 4.
Note: For some debit cards, the CUSTOMER PRESS OK TO CONTINUE prompt or
the CONTINUE ON PINPAD prompt may appear again. If this happens, simply hand
the terminal or PINpad back the cardholder, who may then be prompted to select a
Cashback amount, key in a Tip, select a debit account, or key in their PIN.
4. When an APPROVED message appears (see list below) on the terminal or PINpad,
process any receipts that are printed. (Refer to the "Receipt Processing" procedure.)
Note: If REMOVE CARD appears in any message, you or the cardholder must remove the
card from the chip reader.
APPROVED ###### OBTAIN SIGNATURE
APPROVED ###### REMOVE CARD
APPROVED ###### GIVE CUST COPY
APPROVED ######
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5.5.2
Financial Transactions
Purchase-Void
This transaction (also known as a Purchase Correction) is used only when a Purchase
transaction was entered incorrectly and needs to be cancelled.
IMPORTANT: This transaction must be processed for the full amount of the original
Purchase, and it must be processed in the same batch as the original Purchase.
Note:
- If a debit card is used, the cardholder may be prompted to select an Account and enter a PIN.
- If a Corporate (purchasing) credit card is used, you may be prompted to enter Tax data.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to VOID-PURCHASE, and press the
The SWIPE ADMIN CARD prompt appears.
key.
4. Swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.
5. Key in the amount of the Purchase to be voided, and press the
key.
IMPORTANT: This transaction must be processed for the full amount of the original
Purchase.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE OR INSERT CARD prompt appears on the terminal (or external PINpad if
attached).
Note: If an external PINpad is attached, the SWIPE CARD prompt appears on the terminal
while the SWIPE OR INSERT CARD prompt appears on the external PINpad.
6. Enter the card as follows:
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Financial Transactions
swipe
insert
a. Swipe the card on the
terminal (or external PINpad if
attached).
a. You or the cardholder must
insert the card into the
terminal chip reader (or the
PINpad chip reader if
attached).
If the ENTER LAST 4
DIGITS entry screen
appears on the terminal, key
in the last 4 digits of the
Card number, and press the
key.
The ENTER ORIGINAL
AUTHORIZATION # entry
screen appears on the
terminal.
IMPORTANT: Leave the
chip card in the reader for
the entire transaction.
If the SELECT
<Application name>
prompt appears, refer to the
"Selecting the Chip Card
Application" procedure.
b. Key in the Auth # found on
the Purchase receipt, and press
key.
the
The ENTER ORIGINAL
AUTHORIZATION # entry
screen appears on the
terminal.
IMPORTANT: Enter an
Original Authorization
number that exists in the
current Batch.
b. Key in the Auth # found
on the Purchase receipt, and
press the
key.
c. Continue below at step 7.
IMPORTANT: Enter an
Original Authorization
number that exists in the
current Batch.
c. Continue below at step 7.
manually enter
(credit and
some debit chip cards)
a. Key in the Card number, and
key.
press the
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press
the
key.
If the SWIPE ADMIN CARD
prompt appears on the terminal,
swipe the POS Admin card.
If MAIL/TEL options appear on
the terminal, refer to the
"Transaction with MOTO
Enabled" procedure.
If the TAKE MANUAL
IMPRINT OF CARD AND
PRESS OK prompt appears on the
terminal, refer to the "Taking a
Manual Imprint of a Card"
procedure.
The ENTER ORIGINAL
AUTHORIZATION # entry screen
appears on the terminal.
c. Key in the Auth # found on the
Purchase receipt, and press the
key.
IMPORTANT: Enter an Original
Authorization number that exists
in the current Batch.
d. Continue below at step 8.
7. One of the following prompts may appear on the terminal:
If CUSTOMER PRESS OK TO CONTINUE appears, refer to the “Cardholder
Prompts: Debit/Credit” procedure.
If CONTINUE ON PINPAD appears,refer to the "Cardholder Prompts: Debit/Credit"
procedure.
8. Please wait while the terminal processes the transaction. Some of the prompts listed below
may appear on the terminal:
If ENTER PROMO CODE appears, refer to the "Entering the Promo Code"
procedure.
If ENTER INVOICE NO appears, refer to the "Entering the Invoice Number"
procedure.
If ENTER XXX AMOUNT appears ( XXX is the tax type, e.g. GST), refer to the
"Entering Reporting Data for Transaction with Purchasing Card" procedure.
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Financial Transactions
9. The terminal communicates with the Moneris Host, and then one of the following
APPROVED messages appears on the terminal depending on the Card Entry method or
Payment type:
If APPROVED ###### MERCHANT COPY appears, press the
prints.
If APPROVED ###### GIVE CUST COPY appears, press the
prints.
key. A receipt
key. A receipt
10. Process receipts. (Refer to the "Receipt Processing" procedure.)
5.5.3
Refund
Credit: Use this transaction to credit a cardholder's account for all or a portion of a previous
credit Purchase (e.g., when they return merchandise).
Debit: Use this transaction to return money to a cardholder's account for a portion of the
previous debit Purchase (e.g., when they return merchandise).
Note:
- If a debit card is swiped or inserted, the cardholder may be prompted to select an Account
and enter a PIN.
- If a Corporate (purchasing) credit card is used, you may be prompted to enter Tax data.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to REFUND, and press the
The SWIPE ADMIN CARD prompt appears.
key.
4. Swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.
5. Key in the amount of the Purchase to be refunded, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE OR INSERT CARD prompt appears on the terminal (or external PINpad if
attached).
Note: If contactless functionality is enabled, the SWIPE/INSERT/TAP CARD prompt
appears on the terminal (or external PINpad if attached).
6. Enter the card as follows:
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swipe
a. Swipe the card on the
terminal (or external
PINpad if attached).
If the ENTER LAST 4
DIGITS entry screen
appears on the
terminal, key in the
last 4 digits of the
Card number, and
press the
key.
If the ENTER
ORIGINAL
AUTHORIZATION #
entry screen appears
on the terminal, key in
the Auth # found on
the Purchase receipt,
and press the
insert
tap
manually enter
(credit and
some debit chip cards)
a. You or the
cardholder must insert
the card into the
terminal chip reader (or
the external PINpad
chip reader if the
PINpad is attached).
a. The cardholder taps
(or waves) their card
over the terminal's or
PINpad's internal
contactless reader (i.e.,
the display screen).
a. Key in the Card number, and press
IMPORTANT: Leave
the chip card in the
reader for the entire
transaction.
If the SELECT
<Application name>
prompt appears on
the terminal, refer to
the "Selecting the
Chip Card
Application"
procedure.
key.
b. Continue below at
step 7.
Financial Transactions
If the ENTER
ORIGINAL
AUTHORIZATION
# entry screen
appears on the
terminal, key in the
Auth # found on the
Purchase receipt, and
press the
The terminal or
PINpad beeps.
The ENTER
ORIGINAL
AUTHORIZATION #
entry screen appears
on the terminal.
b. Key in the Auth #
found on the Purchase
receipt, and press the
key.
c. Continue below at
step 8.
key.
b. Continue below at
step 7.
the
key.
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press
the
key.
If the SWIPE ADMIN CARD
prompt appears on the terminal,
swipe the POS Admin card.
If MAIL/TEL options appear on
the terminal, refer to the
"Transaction with MOTO
Enabled" procedure.
If the TAKE MANUAL
IMPRINT OF CARD AND
PRESS OK prompt appears on the
terminal, refer to the "Taking a
Manual Imprint of a Card"
procedure.
The ENTER ORIGINAL
AUTHORIZATION # entry screen
appears on the terminal.
c. Key in the Auth # found on the
Purchase receipt, and press the
key.
d. Continue below at step 8.
7. One of the following prompts may appear on the terminal:
If CUSTOMER PRESS OK TO CONTINUE appears, refer to the “Cardholder
Prompts: Debit/Credit” procedure.
If CONTINUE ON PINPAD appears, refer to the "Cardholder Prompts: Debit/Credit"
procedure.
8. Please wait while the terminal processes the transaction. Some of the prompts listed below
may appear on the terminal:
If ENTER PROMO CODE appears, refer to the "Entering the Promo Code"
procedure.
If ENTER INVOICE NO appears, refer to the "Entering the Invoice Number"
procedure.
If ENTER XXX AMOUNT appears ( XXX is the tax type, e.g. GST), refer to the
"Entering Reporting Data for Transaction with Purchasing Card" procedure.
9. The terminal communicates with the Moneris Host, and then one of the following
APPROVED messages appears on the terminal depending on the Card Entry method or
Payment type:
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Financial Transactions
If APPROVED ###### MERCHANT COPY appears, press the
prints.
If APPROVED ###### GIVE CUST COPY appears, press the
prints.
key. A receipt
key. A receipt
10. Process receipts. (Refer to the "Receipt Processing" procedure.)
5.5.4
Refund-Void
This transaction (also known as a Refund Correction) is used only when a Refund transaction
was entered incorrectly and needs to be cancelled.
IMPORTANT: This transaction must be processed for the full amount of the original
Refund, and it must be processed in the same batch as the original Refund.
Note:
- If a debit card is used, the cardholder may be prompted to select an Account and enter a PIN.
- If a Corporate (purchasing) credit card is used, you may be prompted to enter Tax data.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to VOID-REFUND, and press the
The SWIPE ADMIN CARD prompt appears.
key.
4. Swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.
5. Key in the amount of the Refund to be voided, and press the
key.
IMPORTANT: This transaction must be processed for the full amount of the original
Refund.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE OR INSERT CARD prompt appears on the terminal.
Note: If an external PINpad is attached, the SWIPE CARD prompt appears on the terminal
while the SWIPE OR INSERT CARD prompt appears on the external PINpad.
6. Enter the card as follows:
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swipe
a. Swipe the card on the
terminal (or external PINpad if
attached).
If the ENTER LAST 4
DIGITS entry screen appears
on the terminal, key in the
last 4 digits of the Card
number, and press the
key.
The ENTER ORIGINAL
AUTHORIZATION # entry
screen appears on the terminal.
b. Key in the Auth # found on
the Refund receipt, and press
the
key.
IMPORTANT: Enter an
Original Authorization
number that exists in the
current Batch.
c. Continue below at step 7.
Financial Transactions
insert
a. You or the cardholder must
insert the card into the
terminal chip reader (or the
external PINpad chip reader
if the PINpad is attached).
IMPORTANT: Leave the
chip card in the reader for
the entire transaction.
If the SELECT
<Application name>
prompt appears, refer to
the "Selecting the Chip
Card Application"
procedure.
The ENTER ORIGINAL
AUTHORIZATION # entry
screen appears on the
terminal.
manually enter
(credit and
some debit chip cards)
a. Key in the Card number, and press
the
key.
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press
the
key.
If the SWIPE ADMIN CARD
prompt appears on the terminal,
swipe the POS Admin card.
If MAIL/TEL options appear on the
terminal, refer to the "Transaction
with MOTO Enabled" procedure.
If the TAKE MANUAL IMPRINT
OF CARD AND PRESS OK
prompt appears on the terminal,
refer to the "Taking a Manual
Imprint of a Card" procedure.
b. Key in the Auth # found
on the Refund receipt, and
key.
press the
The ENTER ORIGINAL
AUTHORIZATION # entry screen
appears on the terminal.
IMPORTANT: Enter an
Original Authorization
number that exists in the
current Batch.
c. Key in the Auth # found on the
Refund receipt, and press the
key.
c. Continue below at step 7.
IMPORTANT: Enter an Original
Authorization number that exists in
the current Batch.
d. Continue below at step 8.
7. One of the following prompts may appear on the terminal:
If CUSTOMER PRESS OK TO CONTINUE appears, refer to the “Cardholder
Prompts: Debit/Credit” procedure.
If CONTINUE ON PINPAD appears,refer to the "Cardholder Prompts: Debit/Credit"
procedure.
8. Please wait while the terminal processes the transaction. Some of the prompts listed below
may appear on the terminal:
If ENTER PROMO CODE appears, refer to the "Entering the Promo Code"
procedure.
If ENTER INVOICE NO appears, refer to the "Entering the Invoice Number"
procedure.
If ENTER XXX AMOUNT appears ( XXX is the tax type, e.g. GST), refer to the
"Entering Reporting Data for Transaction with Purchasing Card" procedure.
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Financial Transactions
9. The terminal communicates with the Moneris Host, and then one of the following
APPROVED messages appears on the terminal depending on the Card Entry method or
Payment type:
If APPROVED ###### OBTAIN SIGNATURE appears, press the
prints.
If APPROVED ###### GIVE CUST COPY appears, press the
prints.
10. Process receipts. (Refer to the "Receipt Processing" procedure.)
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key. A receipt
5
5.5.5
Financial Transactions
Pre-Authorization and Advice Transactions
A Pre-Authorization transaction starts the purchase process by confirming that the Preauthorization amount is available on the card and then placing a hold on that amount. This is
useful if the final amount of the transaction is not known. Once the final amount of the
Purchase transaction is known, an Advice transaction MUST be performed to complete the
Purchase process and transfer those funds to your business account.
Note: If you processed a Pre-Authorization transaction and no longer need to complete it (e.g.
the cardholder chose another method of payment when the final amount was known) you can
remove the Pre-Auth from the terminal memory by deleting or cancelling it to ensure that it is
not completed accidentally.
5.5.5.1
Pre-Authorizations
Pre-Authorization transactions are commonly used in hotel, restaurant and car rental
environments where the final amount of the sale is unknown when the card is first swiped. In
these service-based environments, the Pre-Authorization transaction is often set as the default
transaction started from the READY screen.
Note: Pre-Authorizations can only be performed using chip functionality if the CHIP CARD
PRE-AUTH parameter is set to YES on the terminal.
You can process a Pre-Authorization from the (Purchase default) READY screen.
OR
You can process a Pre-Authorization from the (Pre-Auth default) READY screen.
5.5.5.2
Pre-Auth Completion (Advice)
If Tip Reporting is enabled, you can:
- Complete or cancel the Pre-Auth from an Advice List.
If Tip Reporting is disabled, you can:
5.5.5.3
-
Complete or cancel the transaction by using the Pre-Auth's Original
Sequence number.
-
Delete the transaction by performing a Transaction Inquiry.
Pre-Authorization
Note:
- If a chip card is used, the cardholder may be prompted to enter a PIN.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
- Some debit chip cards may be used for this transaction.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to PRE-AUTH., and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
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The ENTER AMOUNT entry screen appears.
4. Key in the amount of the Pre-Auth, and press the
key.
The SWIPE OR INSERT CARD prompt appears on the terminal (or external PINpad if
attached).
Note: If an external PINpad is attached, the SWIPE CARD prompt appears on the terminal
while the SWIPE OR INSERT CARD prompt appears on the external PINpad.
5. Enter the card as follows:
swipe
a. Swipe the card on the
terminal (or external
PINpad if attached).
If the ENTER LAST 4
DIGITS entry screen
appears on the
terminal, key in the
last 4 digits of the
Card number, and
press the
key.
insert
a. You or the cardholder must
insert the card into the terminal
chip reader (or external PINpad
chip reader if attached).
IMPORTANT: Leave the chip
card in the reader for the entire
transaction.
b. Continue below at step 6.
b. Continue below at
step 6.
manually enter
(credit and
some debit chip cards)
a. Key in the Card number, and press the
key.
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press the
key.
If the SWIPE ADMIN CARD prompt
appears on the terminal, swipe the
POS Admin card.
If MAIL/TEL options appear on the
terminal, refer to the "Transaction
with MOTO Enabled" procedure.
If the TAKE MANUAL IMPRINT
OF CARD AND PRESS OK prompt
appears on the terminal, refer to the
"Taking a Manual Imprint of a Card"
procedure.
c. Continue below at step 6.
6. One of the following prompts may appear on the terminal:
If the CUSTOMER PRESS OK TO CONTINUE prompt appears, refer to the
“Cardholder Prompts: Debit/Credit” procedure.
If the CONTINUE ON PINPAD prompt appears, refer to the "Cardholder Prompts:
Debit/Credit" procedure.
7. Please wait while the terminal processes the transaction. Some of the prompts listed below
may appear on the terminal:
If the ENTER PROMO CODE entry screen appears, refer to the "Entering the Promo
Code" procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
8. The terminal communicates with the Moneris Host, and then one of the following
APPROVED messages appears on the terminal depending on the Card Entry method:
If APPROVED ###### OBTAIN SIGNATURE appears, press the
prints.
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5
Financial Transactions
If APPROVED ###### MERCHANT COPY appears, press the
prints.
key. A receipt
9. Process receipts. (Refer to the "Receipt Processing" procedure.)
Note: You must perform a Pre-Auth Advice transaction (using the sequence number or the
Advice List) to complete this transaction, or alternatively you may use the Advice List to
delete or cancel the transaction. You may also delete the Pre-Auth by performing a
Transaction Inquiry.
Note: If the Pre-Auth is cancelled, the hold on the cardholder's funds is immediately released.
If the Pre-Auth is deleted, the hold is NOT immediately released.
5.5.5.4
Pre-Authorization as Default
Note:
- If a chip card is used, the cardholder may be prompted to enter a PIN.
- If a Private label credit card is used, you may be prompted to enter a Promo code.
- Some debit chip cards may be used for this transaction.
From the (PRE-AUTH) READY screen:
1. Key in the amount of the Pre-Auth, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE OR INSERT CARD prompt appears on the terminal (or external PINpad if
attached).
Note: If an external PINpad is attached, the SWIPE CARD prompt appears on the terminal
while the SWIPE OR INSERT CARD prompt appears on the external PINpad.
2. Enter the card as follows:
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swipe
insert
a. Swipe the card on the
terminal (or external
PINpad if attached).
a. You or the cardholder must
insert the card into the terminal
chip reader (or the PINpad chip
reader if attached).
If the ENTER LAST
4 DIGITS entry
screen appears on the
terminal, key in the
last 4 digits of the
Card number, and
press the
key.
IMPORTANT: Leave the
chip card in the reader for the
entire transaction.
manually enter
(credit and
some debit chip cards)
a. Key in the Card number, and press
the
key.
The ENTER EXPIRY DATE entry
screen appears on the terminal.
b. Key in the Expiry date, and press the
key.
b. Continue below at step 3.
If the SWIPE ADMIN CARD
prompt appears on the terminal,
swipe the POS Admin card.
b. Continue below at
step 3.
If MAIL/TEL options appear on the
terminal, refer to the "Transaction
with MOTO Enabled" procedure.
If the TAKE MANUAL IMPRINT
OF CARD AND PRESS OK prompt
appears on the terminal, refer to the
"Taking a Manual Imprint of a Card"
procedure.
c. Continue below at step 3.
3. One of the following prompts may appear on the terminal:
If the CUSTOMER PRESS OK TO CONTINUE prompt appears, refer to the
“Cardholder Prompts: Debit/Credit” procedure.
If the CONTINUE ON PINPAD prompt appears, refer to the "Cardholder Prompts:
Debit/Credit" procedure.
4. Please wait while the terminal processes the transaction.
If the ENTER PROMO CODE entry screen appears, refer to the "Entering the Promo
Code" procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
5. The terminal communicates with the Moneris Host, and then one of the following
APPROVED messages appears on the terminal depending on the Card Entry method:
If APPROVED ###### OBTAIN SIGNATURE appears, press the
prints.
If APPROVED ###### MERCHANT COPY appears, press the
prints.
key. A receipt
key. A receipt
6. Process receipts. (Refer to the "Receipt Processing" procedure.)
Note: You must perform a Pre-Auth Advice transaction (using the sequence number or the
Advice List) to complete this transaction, or alternatively you may use the Advice List to
delete or cancel the transaction. You may also delete the Pre-Auth by performing a
Transaction Inquiry.
Note: If the Pre-Auth is cancelled, the hold on the cardholder's funds is immediately released.
If the Pre-Auth is deleted, the hold is NOT immediately released.
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5.5.5.5
Financial Transactions
Advice - with Pre-Authorization Sequence Number
Note:
- This transaction may be used to cancel a Pre-Auth and immediately release the hold on the
cardholder's funds.
- If a Corporate (purchasing) credit card was used for the original Pre-Auth, you may be
prompted to enter Tax data.
- If a Private label credit card was used for the original Pre-Auth, you may be prompted to
enter a Promo code.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
key.
3. Scroll down to P-A ADVICE, and press the
The FIND ORIGINAL TRANSACTION? prompt appears.
Note: If you do not have the Pre-Authorization receipt available, you must use the Card
number to find the Pre-Authorization transaction.
4. Press the
key (YES).
The ENTER ORIGINAL SEQUENCE NUMBER entry screen appears.
5. Key in the 6-digit Original Sequence number (refer to "Finding the Sequence Number")
found on the Pre-Authorization receipt, and press the
key.
The last 16 digits of the Card number are displayed.
6. Compare to the Card number on the Pre-Authorization receipt.
If they match, press the
key.
Note: If they do NOT match, press the
key and retry the transaction.
7. One of the prompts listed below may appear:
If the ENTER ORIGINAL AMOUNT entry screen appears, refer to the "Entering
Original Amount and Tip" procedure.
If the ENTER AMOUNT entry screen appears, do one of the following:
If the amount displayed is the final amount of the transaction, simply press the
key.
OR
If the amount has changed (e.g., because a Tip has been added), key in the final
key. OR
amount of the transaction, and press the
To cancel the Pre-Auth and release the hold on the cardholder's funds, press the
key (inputs a $0.00 dollar value), and press the
key.
8. The following prompts may appear on the terminal:
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
If MAIL/TEL options appear, refer to the "Transaction with MOTO Enabled"
procedure.
If the ENTER PROMO CODE entry screen appears, refer to the "Entering the Promo
Code" procedure.
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If the ENTER XXX AMOUNT entry screen appears ( XXX is the tax type, e.g. GST),
refer to the "Entering Reporting Data for Transaction with Purchasing Card"
procedure.
The terminal communicates with the Moneris Host.
9. When APPROVED ###### MERCHANT COPY appears, press the
key.
10. Process receipts. (Refer to the "Receipt Processing" procedure.)
5.5.5.6
Advice - Using Pre-Authorization Advice List
This menu shows a list of all Pre-Auth transactions that have not yet been completed. From
this menu, you may select and then complete, delete, or cancel Pre-Auth transactions.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to P-A ADVICE LST, and press the
The SWIPE ADMIN CARD prompt appears.
4. Swipe the POS Admin card, or simply press the
key.
key.
If the ENTER CLERK ID entry screen appears, key in a Clerk ID to use as a selection
criterion. (Refer to the "Entering the Clerk ID" procedure.) OR Simply press the
key.
The ENTER AMOUNT entry screen appears.
5. Key in a specific amount for which to search, and press the
key.
The DATE entry screen appears.
key. OR Simply press the
6. Key in either a specific 4-digit date (MM/DD) or a 6-digit date (YY/MM/DD) for which to
search, and press the
key.
OR Simply press the
key.
The BATCH NUMBER entry screen appears.
7. Key in a Batch number (1 to 3 digits long) for which to search, and press the
key.
OR Simply press the
key.
THE P-A ADVICE LIST menu appears listing all uncompleted Pre-Auth transactions.
P-A ADVICE LIST
PA0000
PA0000
PA0000
8. Press the
(press the
$999.99
$999.99
$999.99
0000 = last four digits of the Card number
key to scroll down the list of uncompleted Pre-Authorization transactions
key to scroll up), and then press the
key at your selection.
9. When the prompt to complete (COMPL) or delete (DELETE) the transaction appears, do
one of the following:
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To complete the
transaction:
a. Press the
key
(COMPL).
The ENTER ORIGINAL
AMOUNT screen
appears.
b. Enter the transaction
amount. (Refer to the
"Entering Original
Amount and Tip"
procedure.)
Financial Transactions
To cancel the transaction:
To delete the transaction:
Note: Cancelling the transaction
immediately releases the hold
placed on the cardholder's funds.
Note: Deleting the Pre-Auth
DOES NOT immediately release
the hold placed on the
cardholder's funds.
key (COMPL).
a. Press the
The ENTER ORIGINAL
AMOUNT screen appears.
b. Press the
key
(automatically enters a $0.00)
key.
amount, and press the
c. Wait while the
terminal communicates
with the Moneris Host.
c. Wait while the terminal
communicates with the Moneris
Host.
d. Continue at step 10.
d. Continue at step 10.
a. Press the
key (DELETE).
b. Continue in the "Deleting a
Pre-Auth from the PreAuthorization Advice List"
procedure.
10. When APPROVED ###### MERCHANT COPY appears, press the
key.
11. Process receipts. (Refer to the "Receipt Processing" procedure.)
If the TRANSACTION NOT FOUND message appears, press the
the READY screen.
key to return to
If the P-A ADVICE LIST menu appears but you wish to return to the READY screen,
press the
key twice.
If the P-A Advice LIST menu appears and you wish to complete another Pre-Auth, refer
back to step 8.
5.5.5.7
Advice - with Voice Authorization Number
Use this transaction to complete a Purchase transaction performed using an imprinter and a
Paper Sales Draft when the terminal was down.
Note: This transaction is also known as a Force Post transaction.
- If a Corporate (purchasing) credit card was used for the original Pre-Auth, you may be
prompted to enter Tax data.
- If a Private label credit card was used for the original Pre-Auth, you may be prompted to
enter a Promo code.
- Some debit chip cards may be used for this transaction.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
key.
3. Scroll down to P-A ADVICE, and press the
The FIND ORIGINAL TRANSACTION? prompt appears.
4. Press the
key to select NO.
If the ENTER ORIGINAL AMOUNT entry screen appears, refer to the "Entering
Original Amount and Tip" procedure.
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If the ENTER AMOUNT entry screen appears, key in the total amount found on the
Paper Sales Draft, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
5. When the ENTER ORIGINAL AUTHORIZATION # entry screen appears, key in the
Voice-authorized number (max 8 digits) written on the Paper Sales Draft, and press the
key.
The ENTER CARD NUMBER entry screen appears.
key.
6. Key in the Card number, and press the
The ENTER EXPIRY DATE entry screen appears.
7. Key in the Expiry date, and press the
key.
If the SWIPE ADMIN CARD prompt appears on the terminal, swipe the POS Admin
card.
If MAIL/TEL options appear, refer to the "Transaction with MOTO Enabled"
procedure.
If the ENTER PROMO CODE entry screen appears, refer to the "Entering the Promo
Code" procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
If the ENTER XXX AMOUNT entry screen appears ( XXX is the tax type, e.g. GST),
refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure.
The terminal communicates with the Moneris Host.
8. When APPROVED ###### MERCHANT COPY appears, press the
9. Process receipts. (Refer to the "Receipt Processing" procedure.)
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5.5.6
Financial Transactions
Manually Processing Transactions
In order to process credit (and some debit chip) Purchase and Refund transactions manually
you must have a Paper Sales Draft for the card type (e.g. a VISA Sales Draft for a Purchase
on a VISA card) and an imprinter. Contact the Moneris Merchant Service Centre to obtain
these supplies if you do not have them.
Use one of the following procedures to complete a Purchase or Refund transaction when the
terminal is down:
Note: Floor limits are established by Moneris. Contact your Moneris account manager for
more information.
5.5.7
Manually Processing Transactions UNDER Floor Limit
If the terminal is down, report the problem to Moneris then follow these instructions to
process the transaction manually.
Note: In order to process credit (and some debit chip) Purchases and Refunds manually you
must have a Paper Sales Draft for the card type (e.g. a VISA Sales Draft for a Purchase on a
VISA card) and an imprinter. Contact the Moneris Merchant Service Centre to obtain these
supplies if you do not have them.
While the terminal is down:
1. Take an imprint of the customer's card.
When the terminal is functioning properly again:
2. Process a Purchase or Refund transaction on the terminal for the amount on the Paper Sales
Draft. You will need to key in the Card number and Expiry date.
3. Attach the Merchant copy of the terminal's receipt to the Merchant copy of the Paper Sales
Draft, and retain the two copies for your records.
5.5.8
Manually Processing Transactions OVER Floor Limit
If the terminal is down, report the problem to Moneris then follow these instructions to
process the transaction manually.
Note: In order to process credit (and some debit chip) Purchases manually you must have a
paper Sales Draft for the card type (e.g. a VISA Sales Draft for a Purchase on a VISA card)
and an imprinter. Contact the Moneris Merchant Service Centre to obtain these supplies if you
do not have them.
While the terminal is down:
1. Take an imprint of the customer's card.
a. Call the Moneris Voice Authorization number to obtain a Voice Authorization
number for the transaction and record the Voice Authorization number on the Paper
Sales Draft.
When the terminal is functioning properly again:
2. Process a Pre-Auth Advice transaction on the terminal for the amount on the Sales Draft.
You will need to key in the Card number, Expiry date and Voice Authorization number.
3. Attach the Merchant copy of the terminal's receipt to the Merchant copy of the Sales Draft
and retain the two copies for your records.
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5.5.9
Financial Transactions
Private Label Transactions
All standard financial transactions can be processed using a private label card. For example, a
private label card Purchase transaction follows the same steps as a regular credit Purchase
with one possible additional step: a prompt to enter a Promo code may appear.
You may also do an instant application for a private label card.
There are two transactions that can only be performed using a Private label card:
Payment
Payment Void
5.5.9.1
Private Label Payment
This transaction allows a cardholder to make a payment towards the balance on their private
label credit card.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to PAYMENT, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.
4. Key in the amount the cardholder wishes to pay towards the balance owing.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The SWIPE CARD prompt appears on the terminal (or external PINpad if attached).
5. Enter the card as follows:
swipe
a. Swipe the card on the terminal (or external
PINpad if attached).
If the ENTER LAST 4 DIGITS entry screen
appears on the terminal, key in the last 4
digits of the Card number, and press the
key.
The terminal communicates with the Moneris
Host.
b. Continue below at step 6.
manually enter
a. Key in the Card number, and press the
key.
The ENTER EXPIRY DATE entry screen appears on
the terminal.
b. Key in the Expiry date, and press the
key.
If the SWIPE ADMIN CARD prompt appears on
the terminal, swipe the POS Admin card.
If the TAKE MANUAL IMPRINT OF CARD
AND PRESS OK prompt appears on the terminal,
refer to the "Taking a Manual Imprint of a Card"
procedure.
The terminal communicates with the Moneris Host.
c. Continue below at step 6.
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6. Please wait while the terminal processes the transaction. The prompts listed below in this
step may appear on the terminal:
If APPROVED ###### OBTAIN SIGNATURE appears, press the
prints. Continue at step 7.
key. A receipt
key. Continue at step 7.
If APPROVED ###### appears, press the
7. Process receipts. (Refer to the "Receipt Processing" procedure.)
5.5.9.2
Private Label Payment-Void
This transaction reverses a Private Label Payment transaction made in error. It may also be
referred to as a Payment Correction transaction.
IMPORTANT: This transaction must be processed for the full amount of the original
Payment transaction and it must be processed in the same batch as the original Payment
transaction.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll up (it's faster) to VOID-PAYMENT, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The ENTER AMOUNT entry screen appears.
4. Key in the amount of the original Payment, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice
Number" procedure.
The ENTER ORIGINAL AUTHORIZATION # entry screen appears.
5. Key in the 6-digit AUTH # found on the Payment receipt, and press the
key.
The SWIPE CARD prompt appears on the terminal (or external PINpad if attached).
6. Enter the card on the terminal:
swipe
manually enter
a. Swipe the card on the terminal (or external
PINpad if attached).
If the ENTER LAST 4 DIGITS entry screen
appears on the terminal, key in the last 4
digits of the Card number, and press the
key.
b. Continue below at step 7.
a. Key in the Card number, and press the
key.
The ENTER EXPIRY DATE entry screen appears on
the terminal.
b. Key in the Expiry date, and press the
key.
If the SWIPE ADMIN CARD prompt appears on the
terminal, swipe the POS Admin card.
If the TAKE MANUAL IMPRINT OF CARD AND
PRESS OK prompt appears on the terminal, refer to
the "Taking a Manual Imprint of a Card" procedure.
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c. Continue below at step 7.
7. Please wait while the terminal processes the transaction.
8. When APPROVED ###### MERCHANT COPY appears, press the
A receipt prints.
key.
9. Process receipts. (Refer to the "Receipt Processing" procedure.)
5.6 Cheque Authorization Transactions
5.6.1
Cheque Authorization
This feature allows you to give your customers the option of paying with a cheque while
reducing your risk of accepting an NSF cheque. Use the terminal to connect to a cheque
authorization service and obtain approval based on the identification your customer provides.
The customer's driver’s licence or credit card can be used as identification for this transaction.
5.6.2
Cheque Authorization with a Credit Card
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
3. Scroll down to CHEQUE AUTH, and press the
The CHEQUE AUTHORIZATION menu appears.
4. Scroll down to CREDIT CARD, and press the
The ENTER AMOUNT entry screen appears.
key.
key.
key.
5. Key in the amount of the cheque, and press the
The SWIPE CARD prompt appears on the terminal (and external PINpad if attached).
6. Enter the card as follows:
swipe
a. Swipe the card on the terminal (or external
PINpad if attached).
If the ENTER LAST 4 DIGITS entry
screen appears, key in the last 4 digits of
the Card number, and press the
key.
manually enter
a. Key in the Card number, and press the
The ENTER EXPIRY DATE entry screen appears on
the terminal.
b. Key in the Expiry date, and press the
c. Continue below.
b. Continue below.
The terminal communicates with the Moneris Host.
7. Record the APPROVED number on the back of the cheque.
Note: A receipt is NOT printed for Cheque Authorizations.
8. Press the
134
key to return to the READY screen.
Moneris iCT250 Operating Manual
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key.
5
5.6.3
Financial Transactions
Cheque Authorization with a Driver's Licence
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key to select TRANSACTIONS.
2. Press the
The TRANSACTIONS menu appears.
key.
3. Scroll down to CHEQUE AUTH, and press the
The CHEQUE AUTHORIZATION menu appears.
4. Scroll to DRIVERS LICNCE, and press the
The ENTER AMOUNT entry screen appears.
key.
key.
5. Key in the amount of the cheque, and press the
The ENTER DRIVERS LICENCE NUMBER entry screen appears.
key. ( Refer to " Entering
6. Key in the Driver's Licence number, and press the
alphabetic characters and punctuation ".)
The ENTER PROVINCE OR STATE CODE entry screen appears.
7. Key in the 2-character code for the province or state in which the licence was issued, and
press the
key.
Note: If you have configured a default Province code and the code is correct for this
transaction, simply press the
key.
The ENTER BIRTH DATE ( YYMMDD) entry screen appears.
8. Key in the Birth date found on the driver's licence, and press the
The terminal communicates with the Moneris Host.
key.
9. Record the APPROVED number on the back of the cheque.
Note: A receipt is NOT printed for Cheque Authorizations.
10. Press the
5.6.4
key to return to the READY screen.
Province or State Code
This code is used to identify the province or state that issued the driver's licence.
A list of codes is provided by the cheque authorization service provider.
A default Province or State code can be configured to speed up the Cheque Authorization
transaction.
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5.7 Receipt Processing
If Merchant and/or Cardholder receipts print after a transaction has been submitted, follow
these recommended procedures to process the receipts:
1. Receipts may not print in the order presented below:
Note: Receipts always print for contactless debit transactions; however, neither a Signature
line nor a statement (i.e., NO SIGNATURE REQUIRED or VERIFIED BY PIN) will be
printed.
If the Merchant copy prints:
a. Tear it off, and press the
key.
If a TIP line prints on this copy, you or the cardholder write in the Tip amount if any.
If a TOTAL line prints on this copy, you or the cardholder write in the final amount to
be charged to the card (include the Tip amount if any).
If a Signature line prints on this copy, have the cardholder sign it.
If NO SIGNATURE REQUIRED prints on this copy, do not obtain the cardholder's
signature.
If VERIFIED BY PIN prints on this copy, do not obtain the cardholder's signature.
b. Retain this copy for your records.
If the Cardholder copy prints:
a. Tear it off, and press the
key.
If a TIP line prints on this copy, follow the same instructions as for the Merchant copy.
If a TOTAL line prints on this copy, follow the same instructions as for the Merchant
copy.
If a Signature line prints on this copy, sign it.
b. Give this copy to the cardholder.
If no receipts print, continue at step 2.
2. The prompts listed below may appear on the terminal; otherwise, the terminal returns to the
READY screen.
If UPDATE POINTS TO ANOTHER CARD? appears on the terminal, refer to the
"Starting a Loyalty Card Transaction" procedure.
If USE LOYALTY INFO FROM PRE-AUTH? appears on the terminal, refer to the
"Starting a Loyalty Card Transaction from a Pre-Auth Completion Transaction"
procedure.
If the FIND ORIGINAL TRANSACTION? prompt appears on the terminal, complete or
cancel another Pre-Auth, or press the
key twice to return to the READY screen.
If the P-A ADVICE LIST menu re-appears on the terminal, complete or cancel another
Pre-Auth, or press the
key to return to the READY screen.
If TRANSACTION NOT FOUND appears on the terminal, press the
to the READY screen.
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key to return
6
Moneris Loyalty and Gift Programs
6.1 Loyalty/Gift Programs
The Moneris Loyalty/Gift program allows you to offer your customers two electronic cardbased programs that are activated and processed through the iCT250 terminal:
•
Gift Cards: allows you to offer your customers stored-value gift cards for pre-defined
dollar values as well as variable-value cards and rechargeable cards.
•
Loyalty Points: allows you to reward customer loyalty by awarding points based on
the dollar value of Purchases a cardholder makes.
To enable a loyalty/gift program on your terminal:
1. Contact Moneris Solutions.
2. Enable Ernex on the terminal.
3. Initialize the terminal to the Moneris/Ernex Host.
IMPORTANT: If you process more than one card plan with Moneris/Ernex, maintain a
list of the card names along with the first 14-character card description that will be
displayed on the terminal screen during step 6 of the Transaction Inquiry report. This
will allow the terminal operator to easily identify which card plan description to select.
4. If you wish to enable Tip Prompting (gift Purchases only):
a. Enable the loyalty/gift Tip Entry parameter.
b. If you wish to define a default the Tip Percentage, configure the loyalty/gift Tip
Percentage parameter.
6.2 Configuring Tip Entry for Gift
6.2.1
Configuring Tip Entry for Gift
Enabling Tip Entry gives your customers the option to enter a Tip on the terminal or external
PINpad (if attached) during a gift Purchase transaction. (Tip entry is generally used in
service-based industries.)
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll up to SETUP, and press the
The SETUP menu appears.
4. Scroll up to TIP ENTRY, and press the
The ENABLE TIP? prompt appears.
key.
key (YES) to enable Tip prompting. OR Press the
5. Press the
Tip prompting.
The SETUP menu appears.
6. Press the
key (NO) to disable
key repeatedly to return to the READY screen.
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Optional: To preset a default Tip Percentage, refer to the "Configuring the Tip Percentage
for Gift" procedure.
6.2.2
Configuring the Tip Percentage for Gift
Defining a default Tip Percentage gives your customers the option to select your default Tip
percentage to calculate the Tip amount during gift Purchases.
Note: For this feature to work, Tip Entry for Gift must be enabled.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll up to SETUP, and press the
The SETUP menu appears.
key.
key.
key.
4. Scroll up to TIP PERCENTAGE, and press the
The ENTER TIP PERCENTAGE entry screen appears.
Note:
-To see how defining the gift Tip Percentage affects Tip prompting on the terminal, refer to
the "Gift Tip Prompt Formats: Terminal" table.
-To see how defining the gift Tip Percentage affects Tip prompting on an external PINpad,
refer to the "Gift Tip Prompt Formats: PINpad" table.
5. Key in the desired default percentage value, and press the
The SETUP menu appears.
6. Press the
6.2.2.1
key repeatedly to return to the READY screen.
Gift Tip Prompt Formats: Terminal
Tip Percentage
value
What Happens During a Gift Purchase
greater than
zero
The cardholder will be prompted to enter the default
value (AA%), or they may select OTHER and then
enter their own percentage value or dollar amount.
zero
138
key.
The cardholder will automatically be prompted to
enter their own Tip as a percentage value or as a
dollar amount.
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Actual Tip Prompt/Screen
on Terminal
6
6.2.2.2
Moneris Loyalty and Gift Programs
Gift Tip Prompt Formats: PINpad
Tip
Percentage
value
What Happens During a Gift Purchase
greater than
zero
The cardholder will be prompted to enter the default
value (AA%), or they may select OTHER and then
enter their own percentage value or dollar amount.
zero
Actual Tip
Prompt/Screen
on PINpad
The cardholder will automatically be prompted to
enter their own Tip as a percentage value or as a
dollar amount.
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6.3 Moneris Gift Card Program
6.3.1
The Moneris Gift Card Program
The Moneris Gift Card program allows you to offer your customers stored-value gift cards for
pre-defined dollar values as well as variable-value cards and reloadable cards.
Gift Card Transactions
•
Purchase
•
Refund
•
Activate/Reload
•
Deactivate
•
Card Inquiry
•
Void
•
Reprint
Gift Reports
140
•
Clerk Inquiry on Transactions
•
Close Batch
•
Help List
•
Configuration Parameters List
•
Stored Transactions
•
Transaction Inquiry
•
Open Batch Totals
•
Tip Totals
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6.3.2
6.3.2.1
Moneris Loyalty and Gift Programs
Gift Card Transactions
Activate a Gift Card
This transaction activates a Moneris gift and allows the card to be used as payment for
Purchases.
IMPORTANT: To control usage of new gift cards, activate them ONLY at the time they
are purchased (e.g., do not activate a batch of cards ahead of time.) Gift cards are
essentially cash once they are activated.
This transaction can also add an additional dollar value to gift cards that can be reloaded after
they are activated.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll down to ACTIVATE/LOAD, and press the
The SWIPE OR ENTER CARD prompt appears.
key.
4. Swipe the gift card on the terminal.
The ENTER CVC entry screen appears.
5. Key in the Card Validation Code (CVC), and press the
key.
Note: The CVC is found on the back of the card after the card number. It may be located
under a scratch-off panel. If the ENTER CVC entry screen appears, this code must be keyed
in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER AMOUNT entry screen appears, refer to the "Entering the Activation
Amount" procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
The PROCESSING message appears, and then the APPROVED ACTIVATE NEXT? prompt
appears.
6. To activate/load another card, press the
key (NO).
another card, press the
key (YES). OR To continue without activating
7. Do one of the following:
If you pressed the
key (YES):
a. The Cardholder copy prints, which you give to the customer.
b. Press the
key.
The SWIPE OR ENTER CARD prompt appears.
c. Go back to step 4.
If you pressed the
key (NO), and the BALANCE DUE $#.## PRESS OK prompt
appears, refer to the "Selecting the Balance Due Payment Method" procedure.
If you pressed the
key (NO), and "Approved" appears:
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Moneris Loyalty and Gift Programs
a. Press the
key.
The Merchant copy prints, which you retain.
key.
b. Press the
The Cardholder copy prints, which you retain.
c. Press the
6.3.2.2
key to return to the READY screen.
Deactivate a Gift Card
Deactivating a gift card renders the card unusable. This should be done when a card is lost,
stolen or demagnetized in order to stop unauthorized use. The terminal will print a receipt
with the last available balance on the card.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key.
3. Scroll down to DEACTIVATE, and press the
The SWIPE OR ENTER CARD prompt appears.
4. Key in the gift card number, and press the
OR If the gift card is available, it can be swiped.
The ENTER CVC entry screen appears.
key.
5. Key in the Card Validation Code (CVC), and press the
key.
Note: The CVC is found on the back of the card after the card number. It may be located
under a scratch-off panel. If the ENTER CVC entry screen appears, this code must be keyed
in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
The PROCESSING prompt appears, and then the APPROVED PRESS OK message appears.
6. Press the
key.
If the TRANSFER BALANCE TO NEW CARD? prompt appears, refer to the
"Transferring the Balance to a New Gift Card" procedure.
The receipts are printed, and then the terminal returns to the ERNEX menu.
7. Press the
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key to return to the READY screen.
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6.3.2.3
Moneris Loyalty and Gift Programs
Gift Card Purchase
Use this transaction when a Moneris gift card is presented as payment. If the Purchase amount
is greater than the value on the card, the terminal may prompt for payment of the outstanding
amount.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key to select PURCHASE.
3. Press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the gift card on the terminal, or key in the card number, press the
swipe the POS Admin card.
The ENTER CVC entry screen appears.
5. Key in the Card Validation Code (CVC), and press the
key, and
key.
Note: The CVC is found on the back of the card after the card number. It may be located
under a scratch-off panel. If the ENTER CVC entry screen appears, this code must be keyed
in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
6. Key in the amount of the Purchase including taxes, and press the
key.
If the CUSTOMER PRESS OK TO CONTINUE prompt appears on the terminal, refer
to the "Cardholder Prompts: Gift" procedure.
If the CONTINUE ON PINPAD prompt appears on the terminal, refer to the
"Cardholder Prompts: Gift" procedure.
If the "Info Data PRESS OK" prompt appears on the terminal (prompt text is variable,
e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the
"Entering Optional Information" procedure.
The PROCESSING prompt appears, and then the APPROVED message appears.
If the BALANCE DUE $#.## PRESS OK prompt appears, refer to the "Selecting the
Balance Due Payment Method" procedure.
key.
7. Press the
The receipts are printed and the terminal returns to the ERNEX menu.
8. Press the
key to return to the READY screen.
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6.3.2.4
Moneris Loyalty and Gift Programs
Gift Card Refund
If a Purchase using a Moneris gift card as payment was processed incorrectly, use this
transaction to return the value of the Purchase back on to the card.
Note: You must have the original gift Purchase receipt available in order to perform this
transaction.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key.
3. Scroll down to REFUND, and press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the gift card on the terminal. OR Key in the loyalty/gift card number, and press the
key.
The ENTER CVC entry screen appears.
5. Key in the Card Validation Code (CVC), and press the
key.
Note: The CVC is found on the back of the card after the card number. It may be located
under a scratch-off panel. If the ENTER CVC entry screen appears, this code must be keyed
in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
6. Key in the total amount of the Purchase including taxes, and press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
The ERNEX REFERENCE NUMBER entry screen appears.
7. Key in the REF # that appears on the Gift Card Purchase receipt, and press the
The PROCESSING prompt appears, and then the APPROVED message appears.
key.
8. Press the
The receipts are printed and the terminal returns to the ERNEX menu.
9. Press the
144
key to return to the READY screen.
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key.
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Moneris Loyalty and Gift Programs
6.4 Moneris Loyalty Program
The Moneris Loyalty Card program allows you to award loyalty points that can be used for
rewards. The program for which you are enrolled determines which prompts will appear
during transactions. For example, you may have the option to award bonus points during a
loyalty Purchase for one program but not another. One program may support autoRedemption/coupons while another program supports both auto-Redemption/coupons and
manual Redemption transactions.
6.4.1
6.4.2
Loyalty Card Transactions
•
Purchase (awards points)
•
Pre-Authorization (allocates points)
•
Pre-Authorization Completion (awards points)
•
Refund (removes points)
•
Redemption (uses points)
•
Activate Card
•
Deactivate Card
•
Card Inquiry
•
Void
•
Reprint receipt
Loyalty Reports
•
Clerk Inquiry on Transactions
•
Close Loyalty Batch
•
Help List
•
Configuration Parameters List
•
Stored Transactions
•
Transaction Inquiry
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6.4.3
6.4.3.1
Moneris Loyalty and Gift Programs
Loyalty Transactions
Activate a Loyalty Card
Activating a loyalty card allows it to be used to earn points.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to ACTIVATE/LOAD, and press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the Loyalty Card number, and press the
key.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER AMOUNT entry screen appears, refer to the "Entering the Activation
Amount" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
The PROCESSING message appears, and then the APPROVED ACTIVATE NEXT? prompt
appears.
5. To activate/load another card, press the
key (NO).
another card, press the
key (YES). OR To continue without activating
6. Do one of the following:
If you pressed the
key (YES):
a. The Cardholder copy prints, which you give to the customer.
b. Press the
key.
The SWIPE OR ENTER CARD prompt appears.
c. Go back to step 4.
If you pressed the
key (NO), and the BALANCE DUE $#.## PRESS OK prompt
appears, refer to the "Selecting the Balance Due Payment Method" procedure.
If you pressed the
key (NO), and "Approved" appears:
a. Press the
key.
The Merchant copy prints, which you retain.
key.
b. Press the
The Cardholder copy prints, which you retain.
c. Press the
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key to return to the READY screen.
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6.4.3.2
Moneris Loyalty and Gift Programs
Deactivate a Loyalty Card
Deactivating a loyalty renders the card unusable. The card can no longer be used to
accumulate points.
This should be done when a Loyalty card is lost, stolen or demagnetized in order to stop
unauthorized use. The terminal will print a receipt with the last available points balance on the
card.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to DEACTIVATE, and press the
The SWIPE OR ENTER CARD prompt appears.
key.
4. Key in the loyalty card number, and press the
OR Swipe the Loyalty Card on the terminal.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
The PROCESSING prompt appears, and then the APPROVED PRESS OK message appears.
5. Press the
6.4.3.3
key to return to the READY screen.
Redemption
This transaction allows a loyalty cardholder to purchase items using the points on their loyalty
card.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REDEMPTION, and press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the loyalty card number, and press the
key.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
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If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
One of the following Redemption prompts may appear:
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it
could be customized to display "Dollars/Points to be Redeemed PRESS OK"),
press the
key.
If the ENTER AMOUNT entry screen appears (dollars redemption), refer to the
"Entering the Redemption Amount" procedure.
If the ENTER NUMBER OF POINTS entry screen appears (points redemption),
refer to the "Entering the Number of Points" procedure.
The PROCESSING message appears.
If the BALANCE DUE $#.## PRESS OK prompt appears, refer to the "Selecting the
Balance Due Payment Method" procedure.
The APPROVED message appears, and then the first receipt prints.
6.4.3.4
5. Press the
key to print the next receipt.
6. Press the
key to return to the ERNEX menu.
7. Press the
key to return to the READY screen.
Loyalty Card Purchase
This transaction adds points to a loyalty card based on the Purchase amount.
Most loyalty card transactions are started automatically at the end of a debit or credit
transaction; however, they can also be started through the Ernex menus.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key to select PURCHASE.
3. Press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the Loyalty Card on the terminal.
OR Key in the Loyalty Card number, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
5. Key in the amount of the Purchase including taxes (or leave the amount at $0.00 to process
a coupon), and press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your
loyalty program's configuration:
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If the "Pre-Tax Amount PRESS OK" prompt appears, press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it
could be customized to display "Food Amount PRESS OK" or "Amount PRESS
OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering
the Benefit Amount" procedure.
The PROCESSING message appears, and then APPROVED appears while the first receipt
prints.
6.4.3.5
6. Press the
key to print the next receipt.
7. Press the
key to return to the ERNEX menu.
8. Press the
key to return to the READY screen.
Starting a Loyalty Card Transaction from a Pre-Authorization Transaction
a. Swipe the loyalty card or key in the card number:
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your
loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it
could be customized to display "Food Amount PRESS OK" or "Amount PRESS
OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering
the Benefit Amount" procedure.
The PROCESSING prompt appears, and then the APPROVED message appears while the
first receipt prints.
b. Press the
key to print the next receipt.
c. Press the
key to return to the ERNEX menu.
d. Press the
key to return to the READY screen.
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6.4.3.6
Moneris Loyalty and Gift Programs
Starting a Loyalty Card Transaction from a Pre-Auth Completion Transaction
When the USE LOYALTY INFO FROM PRE-AUTH? prompt appears:
a. To complete the loyalty transaction using the data keyed in during the Pre-Auth transaction,
press the
key to select YES.
OR
key to select NO.
To key in different data for the loyalty transaction, press the
Note: If the credit Pre-Auth was cancelled (i.e., the credit Advice was processed for a zero
dollar amount), the points allocation for the loyalty Pre-Auth will also be voided.
If the APPLY TO ########## PRESS OK prompt appears, press the
apply points to the Card number (########) displayed.
key to
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your
loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it
could be customized to display "Food Amount PRESS OK" or "Amount PRESS
OK"), refer to the "Customized Prompt for Benefit Amount Example" procedure.
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering
the Benefit Amount" procedure.
The PROCESSING prompt appears, and then the APPROVED message appears while
the first receipt prints.
b. Press the
key to print the next receipt.
c. Press the
key to return to the READY screen.
If the P-A ADVICE LIST menu re-appears, complete another Pre-Auth Advice, or press the
key to return to the READY Screen.
If the TRANSACTION NOT FOUND message displays, press the
READY Screen.
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key to return to the
6
6.4.3.7
Moneris Loyalty and Gift Programs
Loyalty Card Refund
If a loyalty Purchase was processed incorrectly, use this transaction to remove the incorrectly
assigned points from the loyalty card.
Most loyalty card transactions are started automatically at the end of a debit or credit
transaction, however they can also be started through the Ernex menus.
Note: You must have the original loyalty Purchase receipt available in order to perform this
transaction.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key.
3. Scroll down to REFUND, and press the
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the loyalty card number, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
5. Key in the total amount of the Purchase including taxes, and press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be
customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional
Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus
Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your
loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the
key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it
could be customized to display "Food Amount PRESS OK" or "Amount PRESS
OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering
the Benefit Amount" procedure.
The ERNEX REFERENCE NUMBER entry screen appears.
6. Key in the REF # that appears on the loyalty card Purchase receipt, and press the
key.
The PROCESSING prompt appears then the APPROVED message appears while the first
receipt prints.
7. Press the
key to return to print the next receipt.
8. Press the
key to return to the ERNEX menu.
9. Press the
key to return to the READY screen.
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6.5 Loyalty and Gift Procedures
6.5.1
Reprinting Loyalty/Gift Receipts
Use this function to print a duplicate cardholder or Merchant copy of the most recently printed
Loyalty/Gift receipt.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll down to REPRINT, and press the
The REPRINT menu appears.
key.
key.
To print a duplicate of the:
- Merchant Copy of the loyalty/gift receipt, press the
- Cardholder Copy of the loyalty/gift receipt, press the
key to select MRCHANT.
key to select CUSTOMER.
The PRINTING message appears while a duplicate of the most recently printed receipt is
printed.
4. The terminal returns to the ERNEX menu.
5. Press the
6.5.2
key to return to the READY screen.
Starting a Loyalty Card Transaction from a Financial Transaction
The Moneris loyalty application can be started automatically at the end of a financial
transaction (debit/credit) as well as through the Ernex menus.
When the UPDATE POINTS TO ANOTHER CARD? prompt appears:
a. To complete the financial transaction without starting a Loyalty card transaction,
press the
key to select NO.
IMPORTANT: If this prompt appears at the end of a Pre-Auth Advice for a
Voice Authorized transaction, you MUST select NO.
The terminal returns to the READY screen.
OR
To start a Loyalty transaction using an loyalty card,
press the
key to select YES.
The SWIPE OR ENTER CARD prompt appears.
b. If the financial card was swiped, swipe the loyalty card.
If the financial card number was keyed in (e.g. for a MOTO transaction), key in the
loyalty card number, and press the
key.
Go to the appropriate loyalty transaction and continue from the SWIPE OR ENTER CARD
prompt.
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6.5.3
Moneris Loyalty and Gift Programs
If you completed a financial
(debit/credit):
this loyalty transaction will
begin:
Purchase
loyalty Purchase (step 4)
Refund
loyalty Refund (step 4)
Purchase-Void
loyalty Void (step 4)
Refund-Void
loyalty Void (step 4)
Pre-Auth
loyalty Pre-Auth
Pre-Auth Advice
loyalty Pre-Auth Advice
Transferring the Balance to a New Gift Card
There was a balance remaining on the deactivated Gift Card.
Note: If you transfer the balance, the new gift card MUST be one that can be activated for a
variable amount (i.e., NOT a fixed value card).
When the TRANSFER BALANCE TO NEW CARD? prompt appears:
To transfer the remaining balance to a new gift card:
a. Press the
key to select YES.
The terminal automatically begins an Activation transaction (start at step 4).
To simply deactivate the card and cash-out or remove the remaining balance:
a. Press the
key to select NO.
The READY screen appears.
6.5.4
Selecting the Balance Due Payment Method
The BALANCE DUE prompt appears in four transactions:
•
A gift card activation for which the customer must pay for the card
•
A gift card Purchase for which the dollar value on the card is less than the Purchase
amount.
•
A loyalty card activation for which the cardholder can pay to have points put on the
card balance
•
A loyalty card redemption for which the amount to be redeemed is greater than the
amount on the card.
When the BALANCE DUE $#.## PRESS OK prompt appears:
1. Press the
key.
The BALANCE DUE PAY WITH prompt appears.
2. Select a payment method:
To enter a debit card or credit card, press the
key (CR/DB).
OR
To enter another gift card (already activated and loaded), press the
OR
key (CASH).
To accept payment with cash, press the
key (GIFT).
3. Depending on the number of Activation/Loads processed, do one of the following:
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Moneris Loyalty and Gift Programs
If a single Activation/Load or gift Purchase or
loyalty Redemption was processed, and:
If CR/DB was selected:
a. The Merchant copy prints, which you
retain.
b. Press the
key.
c. The Cardholder copy prints, which you
give to the customer.
d. Press the
key.
The SWIPE OR INSERT CARD prompt
appears.
e. Continue the transaction in "Purchase" at
step 2.
If GIFT was selected:
a. The Merchant copy prints, which you
retain.
b. Press the
key.
c. The Cardholder copy prints, which you
give to the customer.
d. Press the
key.
The SWIPE OR ENTER CARD prompt
appears.
e. Continue the transaction in "Gift Card
Purchase" at step 4.
If CASH was selected:
a. The Merchant copy prints, which you
retain.
b. Press the
key.
c. The Cardholder copy prints, which you
give to the customer.
key.
d Press the
The ERNEX menu appears.
e. Press the
key to return to the
READY screen.
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If multiple Activations/Loads were
processed, and:
If CR/DB was selected:
a. The Activation Summary report
prints (which you retain), and the
SWIPE OR INSERT CARD prompt
appears.
b. Continue the transaction in
"Purchase" at step 2.
If GIFT was selected:
a. The Activation Summary report
prints (which you retain), and the
SWIPE OR ENTER CARD prompt
appears.
b. Continue the transaction in "Gift
Card Purchase" at step 4.
If CASH was selected:
a. The Activation Summary report
prints (which you retain), and the
ERNEX menu appears.
b. Press the
key to return to the
READY screen.
6
6.5.5
Moneris Loyalty and Gift Programs
Entering the Bonus Code
When the "Bonus Code PRESS OK" prompt appears:
Note: The configuration of your loyalty program determines whether or not this prompt will
appear during a transaction.
1. Press the
key.
The ENTER DATA entry screen appears.
2. Depending on the loyalty transaction being processed, do one of the following:
for loyalty
Activation:
Press the
key.
for loyalty
Deactivation:
Press the
key.
for loyalty
Redemption:
Press the
key.
for loyalty
Purchase:
To award Bonus points, key in the appropriate Bonus code, and
press the
key.
OR
To bypass awarding Bonus points, simply press the
key
without entering a value.
for loyalty
Refund:
To remove Bonus points, key in the Bonus code that is printed on
the original loyalty Purchase receipt, and press the
key.
OR
To leave the Bonus points on the card, simply press the
key
without entering a value.
for loyalty
Pre-Auth:
To award Bonus points, key in the appropriate Bonus code, and
press the
key.
OR
To bypass awarding Bonus points, simply press the
key
without entering a value.
Note: Bonus points are awarded when the Pre-Auth is completed.
for loyalty
Pre-Auth
Completion:
key without
To award the Pre-Auth Bonus points, press the
entering a value. (This awards the Bonus points printed on the
loyalty Pre-Auth receipt.)
OR
To award a different number of Bonus points, key in the
key.
appropriate Bonus code, and press the
3. Continue the transaction procedure.
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6.5.6
Moneris Loyalty and Gift Programs
Entering the Optional Information
The default text of the optional information prompt is"Info Data PRESS OK"; however, the
Moneris/Ernex Host may send a customized prompt (e.g., "Tracking Code PRESS OK" ). If
this prompt has been customized, see the Customized Prompt Example below.
When the "Info Data PRESS OK" prompt appears:
1. Press the
key.
The ENTER DATA entry screen appears.
key. ( Refer to " Entering alphabetic
2. Key in the required information, and press the
characters and punctuation ".)
OR
If data is displayed and you want to accept that data, press the
key. To change it, simply
key in the new information then press the
key.
Continue the transaction.
Customized Prompt Example
If the Info prompt has been customized to display the "Tracking Code" prompt, then:
When the "Tracking Code PRESS OK" prompt appears:
1. Press the
key.
The ENTER DATA entry screen appears.
2. Key in the tracking code, and press the
characters and punctuation ".)
key. ( Refer to " Entering alphabetic
Continue the transaction.
6.5.7
Entering the Activation Amount
When the ENTER AMOUNT entry screen appears:
a. Key in the dollar amount (gift) or points (loyalty) to be made available on the card,
and press the
key.
Go back to the Activation transaction.
6.5.8
Entering the Number of Points for a Redemption
The default text of this optional prompt is ENTER NUMBER OF POINTS, however the
Moneris/Ernex Host may send a customized prompt. If this prompt has been customized, see
the Customized Prompt Example below.
When the ENTER NUMBER OF POINTS entry screen appears:
a. Key in the number of points to be deducted from the card to pay for the
goods/services, and press the
key.
Go back to the Redemption transaction.
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Moneris Loyalty and Gift Programs
Customized Prompt for Redemption Points Example
If this prompt has been customized, e.g. "Redemption Points PRESS OK" appears, an
additional prompt appears:
Note: The following is an example of a customized Benefit prompt.
When the "Redemption Points PRESS OK" prompt appears:
a. Press the
key.
The ENTER NUMBER OF POINTS entry screen appears.
b. Key in the number of points to be deducted from the card to pay for the
goods/services, and press the
key.
Go back to the Redemption transaction.
6.5.9
Entering the Pre-Tax Amount
When the "Pre-Tax Amount PRESS OK" prompt appears:
Note: The configuration of your loyalty program determines whether or not this prompt will
appear during a transaction.
1. Press the
key.
The ENTER DATA entry screen appears.
2. Depending on the loyalty transaction being processed, do one of the following:
for loyalty Purchase:
Key in the dollar amount excluding tax and tip for which regular
points are to be awarded, and press the
key.
OR
If the amount for which points are to be awarded is the same as
key.
the total dollar amount of the Purchase, press the
for loyalty Refund:
Key in the dollar amount excluding tax and tip for which regular
points are to be deducted, and press the
key.
OR
If the amount for which points are to be deducted is the same as
key.
the total dollar amount of the Refund, just press the
for loyalty PreAuthorization:
Key in the dollar amount excluding tax and tip for which regular
points are to be awarded, and press the
key.
OR
If the amount for which points are to be awarded is the same as
key.
the total dollar amount of the Pre-Auth, press the
Note: Points are not actually awarded until the loyalty Pre-Auth
is completed.
for loyalty Pre-Auth
Completion:
If the Pre-Auth amount has changed, key in the dollar amount
excluding tax and tip for which regular points are be awarded, and
press the
key.
OR
If the Pre-Auth amount has not changed, press the
key to
award points based on the currently displayed dollar amount
(which excludes tax and tip).
3. Continue the transaction procedure.
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6.5.10
Moneris Loyalty and Gift Programs
Entering the Benefit Amount
The default text of this optional prompt is ENTER BENEFIT AMOUNT; however, the
Moneris/Ernex Host may send a customized prompt.If this prompt has been customized, see
the Customized Prompt Example below.
1. When the ENTER BENEFIT AMOUNT entry screen appears:
for loyalty
Purchase:
Key in the dollar amount excluding tax and tip for which regular
points are to be awarded, and press the
key.
OR
If the amount for which points are to be awarded is the same as
key.
the total dollar amount of the Purchase, press the
for loyalty Refund:
Key in the dollar amount excluding tax and tip for which regular
points are to be deducted, and press the
key.
OR
If the amount for which points are to be deducted is the same as
key.
the total dollar amount of the Refund, press the
for loyalty PreAuthorization:
Key in the dollar amount excluding tax and tip for which regular
points are to be awarded, and press the
key.
OR
If the amount for which points are to be awarded is the same as
key.
the total dollar amount of the Pre-Auth, press the
Note: Points are not actually awarded until the loyalty Pre-Auth
is completed.
for loyalty Pre-Auth
Completion:
If the Pre-Auth amount has changed, key in the dollar amount
excluding tax and tip for which regular points are be awarded,
and press the
key.
OR
If the Pre-Auth amount has not changed, press the
key to
award points based on the currently displayed dollar amount
(which excludes tax and tip).
2. Continue the transaction.
Customized Prompt for Benefit Amount Example
Note: The following is an example of a customized Benefit prompt.
If the Benefit prompt has been configured to display a customized prompt (e.g., "Food
Amount PRESS OK"), then when the "Food Amount PRESS OK" prompt appears:
1. Press the
key.
The ENTER BENEFIT AMOUNT entry screen appears.
2. Key in the dollar amount of the food purchased excluding tax and tip, and press the
key. This amount will be used to calculate the number of points (i.e., the benefit).
Note: For examples of what to enter per transaction type, refer to the table in the preceding
"Entering the Benefit Amount" procedure.
3. Continue the transaction.
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6.5.11
Moneris Loyalty and Gift Programs
Entering the Redemption Amount
The default text of this optional prompt is ENTER AMOUNT; however, the Moneris/Ernex
Host may send a customized prompt. If this prompt has been customized, see the Customized
Prompt Example below.
When the ENTER AMOUNT entry screen appears:
a. Key in the dollar amount (key in $0.00 to process coupons) that will be used to
calculate the number of points to be deducted from the card to pay for the
goods/services, and press the
key.
Go back to the Redemption transaction.
Customized Prompt for Redemption Amount Example
If this prompt has been customized, e.g. "Dollars Redeemed PRESS OK" appears, an
additional prompt appears:
When the "Dollars Redeemed PRESS OK" prompt appears:
a. Press the
key.
The ENTER AMOUNT entry screen appears.
b. Key in the dollar amount to be deducted (as points) from the card (or key in $0.00
to process coupons), and press the
key.
Go back to the Redemption transaction.
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6.5.12
Moneris Loyalty and Gift Programs
Cardholder Prompts: Gift
1. Follow the prompt that appears:
If CUSTOMER PRESS OK TO CONTINUE appears on the terminal, pass the terminal
to the cardholder, who presses the
key.
If CONTINUE ON PINPAD appears on the terminal, pass the external PINpad to the
cardholder, who responds to the prompts.
2. When the PURCHASE $#.##-OK? prompt appears on the terminal (or external PINpad if
attached), the cardholder presses the
key.
prompts on Terminal
prompts on PINpad
If the ENTER TIP AMOUNT OR PRESS OK
AA% OTHER prompt appears on the terminal,
refer to the "Entering a Tip on Terminal: Preset
Percentage Enabled - Gift" procedure.
If the TIP AMOUNT AA% OTHER prompt
appears on the PINpad, refer to the "Tip
Prompt on PINpad: Preset Percentage Enabled
- Gift" procedure.
If the ENTER TIP AMOUNT OR PRESS OK %
$ prompt appears on the terminal, refer to the
"Selecting Percentage or Dollar Amount Tip on
Terminal - Gift" procedure.
If the TIP AMOUNT % $ prompt appears on
the PINpad, refer to the "Tip Prompt on
PINpad: Selecting Percentage or Dollars Gift" procedure.
3. When the PURCHASE $#.##-OK? prompt appears on the terminal (or external PINpad if
attached), the cardholder presses the
key to accept the displayed amount (includes the
Tip if any was entered).
Note: To re-enter a Tip (if entered incorrectly), the cardholder presses the
back to the original Tip prompt.
key to go
If the RETURN TO CLERK prompt appears on the terminal, the cardholder returns it to
you.
If the WELCOME/BONJOUR message appears on the external PINpad (if attached), the
cardholder returns it to you.
4. Accept the terminal or external PINpad from the cardholder.
5. If the RETURN TO CLERK prompt appears on the terminal, press the
6. Refer back to the "Gift Card Purchase" procedure.
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key
6
6.5.13
Moneris Loyalty and Gift Programs
Entering a Tip on Terminal: Preset Percentage Enabled - Gift
The cardholder follows the terminal prompt shown here:
To enter the preset Tip
Percentage:
To enter a different
percentage or dollar
amount Tip:
To bypass entering a Tip:
1. The cardholder presses
the
key (AA%).
1. The cardholder presses the
key (OTHER).
1. The cardholder presses the
key.
The PURCHASE $#.##OK? prompt appears
(amount includes the Tip).
The ENTER TIP AMOUNT OR
PRESS OK % $ prompt appears.
The PURCHASE $#.##-OK?
prompt appears.
2. Continue in the "Selecting
Percentage or Dollar Amount Tip
on Terminal - Gift" procedure.
2. Continue the "Cardholder
Prompts - Gift" procedure.
2. Continue the "Cardholder
Prompts - Gift" procedure.
6.5.14
Selecting Percentage or Dollar Amount Tip on Terminal - Gift
The cardholder follows the terminal prompt shown here:
To select "enter-Tip-aspercentage" option:
To select "enter-Tip-asdollar-amount" option:
To bypass entering a Tip:
1. The cardholder presses
the
key (%).
1. The cardholder presses the
key ($).
1. The cardholder presses the
key.
The ENTER TIP
PERCENTAGE entry
screen appears.
The ENTER TIP AMOUNT entry
screen appears.
The PURCHASE $#.##-OK?
prompt appears.
2. Continue in the "Entering a
Dollar Amount Tip on Terminal Gift" procedure.
2. Continue the "Cardholder
Prompts: Gift" procedure.
2. Continue in the "Entering
a Percentage Tip on
Terminal - Gift" procedure.
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6.5.15
Moneris Loyalty and Gift Programs
Entering a Percentage Tip on Terminal - Gift
The cardholder follows the terminal prompt shown here:
To enter a percentage Tip:
To bypass entering a Tip:
1. The cardholder keys in a percentage
value (replaces displayed value, AA) and
presses the
key.
1. The cardholder keys in 0 (zero), and presses
key.
the
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
The PURCHASE $#.##-OK? prompt appears.
2. Continue the "Cardholder Prompts: Gift"
procedure.
2. Continue the "Cardholder Prompts:
Gift" procedure.
6.5.16
Entering a Dollar Amount Tip on Terminal - Gift
The cardholder follows the terminal prompt shown here:
To enter a dollar amount Tip:
To bypass entering a Tip:
1. The cardholder keys in a dollar amount
key.
and presses the
1. The cardholder presses the
The PURCHASE $#.##-OK? prompt
appears (amount includes the Tip).
2. Continue the "Cardholder Prompts:
Gift" procedure.
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Moneris iCT250 Operating Manual
key.
The PURCHASE $#.##-OK? prompt appears.
2. Continue the "Cardholder Prompts: Gift"
procedure.
6
6.5.17
Moneris Loyalty and Gift Programs
Tip Prompt on PINpad: Preset Percentage Enabled - Gift
The cardholder follows the external PINpad prompt shown here:
6.5.18
To enter a preset Tip
Percentage:
To enter a different
percentage or dollar
amount Tip:
To bypass entering a Tip:
1. The cardholder presses
key (AA%).
the
1. The cardholder presses the
key (OTHER).
1. The cardholder presses the
key.
The PURCHASE $#.##OK? prompt appears.
The TIP AMOUNT % $ prompt
appears.
The PURCHASE $#.##-OK?
prompt appears.
2. Continue the "Cardholder
Prompts: Gift" procedure.
2. Continue in the "Tip Prompt
on PINpad: Selecting Percentage
or Dollars: Gift" procedure.
2. Continue the "Cardholder
Prompts: Gift" procedure.
Tip Prompt on PINpad: Selecting Percentage or Dollars - Gift
The cardholder follows the external PINpad prompt shown here:
To select enter-Tip-aspercentage option:
To select enter-Tip-asdollar-amount option:
To bypass entering a Tip:
1. The cardholder presses
key (%).
the
1. The cardholder presses the
key ($).
1. The cardholder presses the
key.
The TIP AMOUNT entry
screen appears.
The TIP AMOUNT $0.00 entry
screen appears.
The PURCHASE $#.##-OK?
prompt appears.
2. Continue in the "Tip
Prompt on PINpad: Entering
a Percentage - Gift"
procedure.
2. Continue in the "Tip Prompt
on PINpad: Entering a Dollar
Amount - Gift" procedure.
2. Continue the "Cardholder
Prompts: Gift" procedure.
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6.5.19
Moneris Loyalty and Gift Programs
Tip Prompt on PINpad: Entering a Percentage - Gift
The cardholder follows the external PINpad prompt shown here:
To enter a percentage Tip:
To bypass entering a Tip:
1. The cardholder keys in a
percentage value and presses the
key.
1. The cardholder presses the
key.
2. Continue the "Cardholder
Prompts: Gift" procedure.
6.5.20
The PURCHASE $#.##-OK? prompt
appears.
2. Continue the "Cardholder Prompts:
Gift" procedure.
Tip Prompt on PINpad: Entering a Dollar Amount - Gift
The cardholder follows the external PINpad prompt shown here:
To enter a dollar amount Tip:
To bypass a entering Tip:
1. The cardholder keys in a dollar
amount and presses the
key.
1. The cardholder presses the
key.
2. Continue the "Cardholder Prompts:
Gift" procedure.
The PURCHASE $#.##-OK? prompt
appears.
2. Continue the "Cardholder
Prompts: Gift" procedure.
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Moneris Loyalty and Gift Programs
6.6 Loyalty and Gift Menu Feature
6.6.1
The ERNEX Menu
The ERNEX Menu (see ERNEX below) gives you access to gift and loyalty transactions and
sub-menus that allow you to print loyalty/gift reports and set up your terminal to perform
loyalty/gift transactions.
The transactions and sub-menus are listed in the order they appear on the menu.
ERNEX
PURCHASE
Starts a gift Purchase or loyalty Purchase
REFUND
Starts a gift Refund or loyalty Refund
REDEMPTION
Starts a loyalty card Redemption
ACTIVATE/LOAD
Starts a gift card Activation/Load or loyalty card Activation
DEACTIVATE
Starts a gift card Deactivation or loyalty Card Deactivation
CARD INQUIRY
Starts a loyalty/gift card Balance Inquiry
VOID
Starts a loyalty/gift Void
REPRINT
Starts the gift/loyalty Reprint function
REPORT FUNCS
Opens the gift/loyalty REPORT FUNCTIONS menu
SETUP
Opens the loyalty/gift SETUP menu
To access the ERNEX menu, from the READY screen:
1.
Press the
key.
The MAIN MENU appears.
2.
Scroll down to ERNEX and press the
The ERNEX menu appears.
key.
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6.6.2
Moneris Loyalty and Gift Programs
The Loyalty/Gift SETUP Menu
The loyalty/gift Configuration menu (see SETUP below) contains a list of parameters that can
be enabled and configured on the iCT250 terminal.
IMPORTANT: The Loyalty/Gift program requires an additional agreement between
the merchant and Moneris Solutions. Please ensure that the necessary agreements are in
place before attempting to configure those programs on the terminal.
The parameters are listed in the order they appear on the menu. Some items may not appear
on the terminal until another feature is enabled.
SETUP
INITIALIZATION
Initializes the terminal to the Moneris/Ernex Host
GENERAL PARAMS
Sets the format of the date printed on loyalty/gift receipts.
Press the
key to select DATE FORMAT.
The DATE FORMAT menu appears.
key.
Select the date format, and press the
The GENERAL PARAMETERS menu reappears.
PRINTER CONFIG
Press the
key to return to the Ernex SETUP menu.
Press the
key to return to the ERNEX menu.
Sets up the Ernex voucher messages printed on the loyalty/gift
receipts.
key to select VOUCHER HEADER.
Press the
The VOUCHER HEADER menu appears.
ENABLE ERNEX
Allows the terminal to process loyalty/gift card transactions. (Default
= YES)
The ENABLE ERNEX? prompt appears.
To allow the terminal to process loyalty/gift card transactions,
press the
key.
The SETUP menu reappears.
DISABLE ERNEX
Stops the terminal from processing loyalty/gift transactions. (Default =
YES)
The DISABLE ERNEX? prompt appears.
To stop the terminal from processing loyalty/gift card
transactions, press the
key.
The SETUP menu reappears.
PAYMENT APPL
Allows the terminal to process debit and credit card transactions.
The PAYMENT APPL ENABLED? prompt appears.
To allow the terminal to process debit and credit card
transactions, press the
key.
The SETUP menu reappears.
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ROUTING CODE
Moneris Loyalty and Gift Programs
Directs the loyalty/gift transactions within the Moneris/Ernex Host.
The ENTER ERNEX ROUTING CODE entry screen appears.
To accept the default code, press the
key.
To change the default code, key in the 2-digit routing code
provided by Moneris, and press the
key.
The SETUP menu reappears.
COMMUNICATION
Tests the communication link between the terminal and the
Moneris/Ernex Host
The terminal begins to communicate with the Moneris/Ernex
Host to test the connection.
If the test is successful, the COMMUNICATION WITH
ERNEX OK message appears.
Press the
key to return to the ERNEX menu.
TIP ENTRY
Enables Tip prompting during gift Purchase transactions.
TIP PERCENTAGE
Configures default percentage value by which the Tip amount may be
calculated for gift Purchases. Tip Entry for gift cards (see above)
must be enabled.
To access the loyalty/gift SETUP menu, from the READY screen:
1.
Press the
key.
The MAIN MENU appears.
2.
Scroll down to ERNEX and press the
The ERNEX menu appears.
key.
3.
Scroll down to SETUP and press the
The SETUP menu appears.
key.
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6.6.3
Moneris Loyalty and Gift Programs
The Loyalty/Gift VOUCHER HEADER Menu
The terminal can be configured to print vouchers on loyalty/gift receipts. Use this menu to set
up the loyalty and gift voucher-related messages printed on the loyalty/gift receipts.
The text can be bold, double height and double width., i.e. more than one format can be
applied to the voucher text.
VOUCHER HEADER
ENABLED
Turn vouchers off or on
Press the
BOLD
key to select YES, press the
key to select NO.
print the voucher in bold text
Press the
DOUBLE HEIGHT
key to select NO.
key to select YES, press the
key to select NO.
If you have changed a pre-programmed voucher header, use this menu
item to reset the voucher header to the original pre-programmed text.
Press the
HDR ENGLISH
key to select YES, press the
print the voucher in text that is 2 characters wide
Press the
INITIAL TEXT
key to select NO.
print the voucher in text that is 2 lines high
Press the
DOUBLE WIDTH
key to select YES, press the
key to select YES, press the
To use the displayed text, press the
key to select NO.
key.
To change the text, begin keying in the new text ( Refer to " Entering
alphabetic characters and punctuation ".) and press the
key.
HDR FRENCH?
To use the displayed text, press the
key.
To change the text, begin keying in the new text ( Refer to " Entering
alphabetic characters and punctuation ".) and press the
key.
Press the
key to return to the loyalty/gift PRINTER CFG menu.
Press the
key to return to the loyalty/gift SETUP menu.
To access the Ernex VOUCHER HEADER menu, from the READY screen:
168
1.
Press the
key.
The MAIN MENU appears.
2.
Scroll down to ERNEX and press the
The ERNEX menu appears.
3.
Scroll up to SETUP and press the
The SETUP menu appears.
4.
Scroll down to PRINTER CONFIG and press the
The PRINTER CFG menu appears.
5.
key to select VOUCHER HEADER.
Press the
The VOUCHER HEADER menu appears.
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key.
key.
key.
6
6.6.4
Moneris Loyalty and Gift Programs
The Loyalty/Gift REPORT FUNCTIONS Menu
This menu allows you to produce a variety of reports on loyalty/gift transactions and perform
a close batch to the Moneris/Ernex Host.
The reports are listed in the order they appear on the menu.
REPORT FUNCTIONS
Allows you to print:
CLOSE BATCH
Close the current loyalty/gift batch on the
Moneris/Ernex Host and print a Batch Totals report of
all loyalty/gift transactions.
OPEN BATCH TOT
Retrieve the gift and loyalty card batch totals by gift and
loyalty ID that were processed since the last Close
Batch request.
TRANS LIST
a list of all loyalty/gift transactions stored in the
terminal by date or by batch.
TRANS INQUIRY
a list of loyalty/gift transactions based on selected
criteria and transaction details for individual loyalty/gift
transactions.
CLERK INQUIRY
A report listing totals for a specific clerk, a group of
clerks or all clerks
This item appears only if Clerk Subtotalling is enabled
in the Moneris (debit/credit) application.
CONFIG LIST
A report listing the current settings for each loyalty/gift
parameter.
HELP LIST
A list of the loyalty/gift functions and transactions with
their Shortcut codes.
TIP TOTALS
A report listing gift Tip totals.
To access the loyalty/gift Reporting Functions menu, from the READY screen:
1.
Press the
key.
The MAIN MENU appears.
2.
Scroll down to ERNEX, and press the
The ERNEX menu appears.
3.
Scroll down to REPORT FUNCS, and press the
The REPORT FUNCTIONS menu appears.
key.
key.
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6.7 Loyalty and Gift Admin Transactions
6.7.1
Loyalty/Gift Card Inquiry
Use this transaction to check the value remaining on the Moneris loyalty or gift card as well
as the status (active or deactivated) of the card.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to CARD INQUIRY, and press the
The SWIPE OR ENTER CARD prompt appears.
key.
4. For a gift card: swipe the card on the terminal.
For a loyalty card: swipe the card on the terminal OR key in the card number and press the
key.
If the ENTER CVC entry screen appears, key in the Card Validation Code (CVC), and
press the
key.
Note: The CVC is found on the back of the card after the card number. It may
be located under a scratch-off panel. If the ENTER CVC entry screen appears,
this code must be keyed in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The terminal communicates with the Moneris/Ernex Host and the PROCESSING prompt
appears then the INQUIRY COMPLETE message appears.
5. Press the
key.
The CARD BALANCE ##### PRESS OK prompt appears. The card balance is displayed for
20 seconds or until the
key is pressed.
6. Press the
key.
The PRINT RECEIPT? prompt appears.
7. To print a customer copy of the Card Inquiry receipt, press the
key for YES.
Note: This transaction does NOT print a Merchant copy of the receipt.
To return to the ERNEX menu without printing a receipt, press the
The ERNEX menu appears.
8. Press the
170
key to return to the READY screen.
Moneris iCT250 Operating Manual
key for NO.
6
6.7.2
Moneris Loyalty and Gift Programs
Voiding a Loyalty/Gift Transaction
Use this transaction to cancel a loyalty/gift transaction that was started from the ERNEX
menu. The loyalty/gift transaction that matches the Ernex Reference number entered during
this Void transaction will be cancelled.
To cancel loyalty transactions that were started at the end of a financial transaction, you must
start the void transaction at the financial TRANSACTIONS menu.
Both loyalty and gift transactions can be cancelled using this transaction including:
Loyalty Transactions
Purchase
Refund
Redemption
Activation
Gift Transactions
Purchase
Refund
Activation/Load
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll down to VOID, and press the
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty/gift card on the terminal
OR Key in the loyalty/gift card number, and press the
key.
If the ENTER CVC entry screen appears, key in the Card Validation Code (CVC), and
press the
key.
Note: The CVC is found on the back of the card after the card number. It may
be located under a scratch-off panel. If the ENTER CVC entry screen appears,
this code must be keyed in to ensure that the card is authentic.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ERNEX REFERENCE NUMBER entry screen appears.
5. Key in the REF # that appears on the loyalty/gift card transaction receipt, and press the
key.
The PROCESSING prompt appears, and then the APPROVED PRESS OK prompt appears.
6. Press the
key to return to the READY screen.
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6.7.3
Moneris Loyalty and Gift Programs
Loyalty/Gift Close Batch
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Press the
key.
key to select CLOSE BATCH.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
Note: If this prompt appears, you must enter the Clerk ID even if the Default Clerk
ID feature has been enabled.
The terminal communicates with the Moneris/Ernex Host, then prints the CURRENT
BATCH TOTALS report, and then returns to the ERNEX menu.
5. Press the
6.7.4
key to return to the READY screen.
Loyalty/Gift Initialization
This function sends information about the terminal to the Moneris/Ernex Host and receives
additional parameters and information from the Host.
This function MUST be performed after completing the set up of the Moneris Loyalty/Gift
program in order for you to use your terminal to process loyalty/gift transactions.
From time to time, the Moneris/Ernex Host may ask you to initialize your terminal again if
changes have been made to your terminal or your merchant account. Follow the Reinitialization instructions below.
Note: Before attempting this transaction, ensure that:
- the communications parameters have been configured.
- the terminal has been initialized to the Moneris Host
6.7.4.1
First Initialization
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll up to SETUP, and press the
The SETUP menu appears.
4. Press the
key.
key.
key to select INITIALIZATION.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The ENTER ERNEX TERMINAL ID entry screen appears.
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5. Key in the Ernex Terminal ID ( min. 1, max. 8 digits), and press the
key.
If the ENTER PHONE NUMBER prompt appears, key in the Ernex phone number
and press the
key. ( Refer to " Entering alphabetic characters and punctuation ".)
Note: Acceptable non-digit characters include: P (for pulse line), T (for tone line), *, #
and, (comma which causes a dialling pause).
The terminal begins communicating with the Moneris/Ernex Host.
6. When the initialization to the Moneris/Ernex Host is complete, the ERNEX menu
reappears.
7. Press the
6.7.4.2
key to return to the READY screen.
Reinitialization
From the READY screen:
Note: If ERNEX INITIALIZATION REQUIRED is displayed on the screen, press the
key and start at step 3 of these instructions.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
3. Scroll up to SETUP, and press the
The SETUP menu appears.
4. Press the
key.
key.
key to select INITIALIZATION.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The ENTER ERNEX TERMINAL ID entry screen appears.
5. To keep the Ernex Terminal ID displayed on the screen, simply press the
key.
To replace the displayed ID, key in a new Ernex Terminal ID ( min. 1, max. 8 digits),
and press the
key.
The terminal begins communicating with the Moneris/Ernex Host.
6. When the initialization to the Moneris/Ernex Host is complete, the ERNEX menu
reappears.
The CLEAR TERMINAL STORAGE? prompt appears.
7. Press the
key (NO).
IMPORTANT: Do NOT select YES unless instructed to do so by a Service
Centre representative. Selecting YES will erase all the transaction information
from the terminal memory.
8. Press the
key to return to the READY screen.
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Moneris Loyalty and Gift Programs
6.8 Loyalty and Gift Reports
6.8.1
Printing a Loyalty/Gift Report after a Financial Report
After the terminal finishes printing a report started from the financial REPORT FUNCS
menu, it provides the option of printing the same report for loyalty/gift transactions.
This financial report...
...prompts for the corresponding loyalty/gift
report.
Close Batch
Loyalty/Gift Close Batch
Stored Transactions List
Loyalty/Gift Stored Transactions List
Transaction Inquiry
Loyalty/Gift Transaction Inquiry
Clerk Subtotals Inquiry
Loyalty/Gift Clerk Subtotals Inquiry
Configuration Parameters Report
Loyalty/Gift Configuration Parameters List
Help List
Loyalty/Gift Help List
When the PRINT ERNEX REPORT? prompt appears:
To print the same report for loyalty/gift transactions:
Press the
key to select YES.
The terminal communicates with the Moneris/Ernex Host, prints the report
then returns to the READY screen.
Note: You may be prompted to enter criteria for the loyalty/gift report.
To return to the READY screen without printing the report:
Press the
key to select NO.
To terminal returns to the READY screen.
Go back to the transaction.
6.8.2
Printing a Stored Transactions Report for Loyalty/Gift Transactions
This report contains information about the loyalty/gift transactions saved in the terminal's
memory. It prints only the terminal totals (i.e. the number of loyalty/gift transactions and total
dollar and points amounts by card type), or a list of all loyalty/gift transactions in the
terminal's memory by date or by batch number followed by the terminal totals.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
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key.
6
Moneris Loyalty and Gift Programs
4. Scroll down to TRANS LIST, and press the
The SWIPE ADMIN CARD prompt appears.
key.
5. Swipe the POS Admin card OR, simply press the
key.
The PRINT DATE OR BATCH? prompt appears.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
6. Select the sorting method for the report:
To print the transactions that occur on a specific date, press the
To print the transactions that occur in a specific batch, press the
key (DATE).
key (BATCH).
Note: If you are printing a Transactions List for the End-of-Day procedure, press the
(BATCH).
key
7. If you selected the
key for Date, key in the date in YYMMDD format.
key for Batch, key in the batch number.
If you selected the
OR simply press the
key to include all transactions in the terminal memory.
The PRINT TOTALS ONLY? prompt appears.
key
8. If you wish to print only the totals for each card type on the report, press the
(YES).
If you wish to print information on each transaction individually as well as totals for the
key (NO).
report, press the
Note: If you are printing a Transactions List for the End-of-Day procedure, press the
(YES).
key
The terminal prints the report then returns to the ERNEX menu.
9. Press the
6.8.3
key to return to the READY screen.
Printing a Loyalty/Gift Open Batch Totals Report
The Open Batch Totals request retrieves the gift and loyalty card batch totals by gift and
loyalty ID that were processed since the last Close Batch request.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to OPEN BATCH TOT, and press the
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The terminal prints the report then returns to the ERNEX menu.
5. Press the
key to return to the READY screen.
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6.8.4
Moneris Loyalty and Gift Programs
Loyalty/Gift Transaction Inquiry Report
This report lists all transactions that match the criteria you select. If you do not select any
criteria (i.e. you simply press the
key as each criteria appears), all transactions in the
terminal memory are listed.
Criteria are:
•
Clerk ID
•
Card type
•
Card number
•
Amount
•
Type of transaction
•
Date of transaction
The results can be printed or displayed on the terminal screen.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to TRANS INQUIRY, and press the
The SWIPE ADMIN CARD prompt appears.
5. Swipe the POS Admin card, or simply press the
key.
key.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The criteria appear in order:
6. The CARD TO SEARCH menu appears with a list of card plans, beginning with ALL
CARDS.
To select all card plans, ensure ALL CARDS is highlighted, and press the
key.
OR
To select a specific card plan, scroll down the list until the card plan description you
key.
wish to select is highlighted, and then press the
Note: To determine the correct card plan description, refer to the list of the card names
and their corresponding first 14-character card plan description.
7. The CARD NUMBER entry screen appears.
To select all Card numbers, simply press the
key.
OR
To select a specific card, key in the card number, and press the
8. The AMOUNT entry screen appears.
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key.
6
Moneris Loyalty and Gift Programs
To select all transactions regardless of amount, simply press the
key.
OR
To select transactions of a specific amount, key in the amount, and press the
key.
If the TRANS TO SEARCH menu appears.
To select all transaction types including all loyalty/gift, debit and credit types,
ensure ALL TRANS is highlighted, and then press the
key.
OR
To select a specific debit or credit transaction type (e.g. Void-Refund), select
key.
FINANCL+ERNEX, and press the
OR
To select a specific loyalty/gift transaction type (e.g. Redemption), select
ERNEX.
The TRANS TO SEARCH menu appears.
Scroll through the list until the transaction type you wish to select is
key.
highlighted, and then press the
9. The DATE ( YY) MMDD entry screen appears.
To select all transactions regardless of the date they were processed, simply press the
key.
OR
To select transactions processed on a specific date, key in the date in the format
key.
indicated on the screen (the 2-digit year is optional), and press the
10. The PRINT OR DISPLAY? prompt appears.
To print the list of matching transactions, press the
key to select PRINT. The
terminal searches its memory for matching transactions then displays PRINTING while
the report is printed.
To reprint Merchant Copy of a receipt:
key to select DISPLAY.
a. Press the
b. Scroll to the desired card number/amount, and press the
key to select REPRINT.
c. Press the
The terminal prints the receipt.
11. Press the
key.
key to return to the READY screen.
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6.8.5
Moneris Loyalty and Gift Programs
Printing Gift Tip Totals
This report contains a tip summary of gift transactions stored in the data capture for the
current or a previous Batch that matches the selection criteria.
Note: If Clerk Sub-totalling is enabled, Tip amounts are summarized by Clerk ID.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to TIP TOTALS, and press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
Note: If a Clerk ID is not entered, the totals for all gift Tips will be retrieved.
The PRINT BY DATE OR BATCH? prompt appears.
5. Press the
key (for Tip totals by date) or the
If you pressed the
key (Tip totals by date)...
If you pressed the
key (Tip totals by
batch)...
The START DATE (YY)MMDD entry screen
appears.
The BATCH NUMBER entry screen
appears.
a. Key in the Start date (the year is optional), and
press the
key.
a. Key in the Batch number, or leave this
field blank (for the current batch), and press
the
key.
Note: The date format is year (YY), month
(MM), and day (DD) (e.g., to enter Dec. 31, 2012,
you would key in 121231).
The START TIME [HHMM] menu appears.
b. Key in the Start time, and press the
key.
Note: The time format is hours (HH) and minutes
(MM) (e.g., to enter 1:00 AM, you would key in
0100).
The END DATE (YY)MMDD entry screen
appears.
c. Key in the End date (year is optional), and
press the
key.
Note: The date format is year (YY), month
(MM), and day (DD) (e.g., to enter Dec. 31, 2012,
you would key in 121231).
The END TIME [HHMM] entry screen appears.
d. Key in the End time, and press the
178
key (for Tip totals by batch)
Moneris iCT250 Operating Manual
key.
The terminal prints the report and then
returns to the ERNEX menu.
b. Continue at step 6.
6
Moneris Loyalty and Gift Programs
Note: You must enter a valid End time value.
The time format is hours (HH) and minutes (MM)
(e.g., to enter 11:59 PM, you would key in 2359).
The terminal prints the report and then returns to
the ERNEX menu.
e. Continue at step 6.
6. Press the
6.8.6
key to return to the READY screen.
Clerk Subtotalling on Loyalty/Gift Transactions
This feature allows you to produce Clerk Subtotals reports tracking loyalty/gift totals and the
number of loyalty/gift transactions performed using the Clerk Inquiry function.
The Clerk Inquiry function can be performed for one clerk, a group of clerks or all clerks on
one or more terminals.
Totals are calculated according to the Clerk ID entered during a transaction or the default
Clerk ID.
6.8.7
Loyalty/Gift Clerk Subtotals Report for All Clerks
Note: You can also perform a Clerk Subtotals Report for one clerk or a group of clerks.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
5. Press the
key (MULTIPLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (YES) to reset the totals for all Clerk IDs to zero.
a. Press the
The MULT CLERKS(00 PEND) menu appears.
6. Scroll down to ALL CLERKS, and press the
key.
The terminal communicates with the Moneris/Ernex Host then prints:
a. The CLERK SUBTOTALS report for each Clerk ID
b. The OVERALL TOTALS report for all Clerk IDs.
When the reports are finished printing, the terminal returns to the ERNEX menu.
7. Press the
key to return to the READY screen.
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6.8.8
Moneris Loyalty and Gift Programs
Loyalty/Gift Clerk Subtotals Report for a Group of Clerks
Note: You can also perform a Clerk Subtotals Report for all clerks or one clerk.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
5. Press the
key (MULTIPLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (YES) to reset the totals for all selected Clerk IDs to zero.
a. Press the
The MULT CLERKS(00 PEND) menu appears.
6. Scroll down to GROUP, and press the
key.
The ENTER GROUP ID TO BE PROCESSED entry screen appears.
key.
7. Key in the Group Identifier, and press the
The MULT CLERKS(01 PEND) menu appears.
To continue selecting Clerk ID Groups, repeat steps 6 and 7.
When all the Clerk IDs have been added:
8. Scroll down to PROCESS LIST, and press the
key.
The terminal communicates with the Moneris/Ernex Host and then prints:
a. The CLERK SUBTOTALS report for each Clerk ID that belongs to the Clerk ID
Group
b. The OVERALL TOTALS report for the Clerk ID Group.
When the reports are finished printing, the terminal returns to the ERNEX menu.
7. Press the
6.8.9
key to return to the READY screen.
Loyalty/Gift Clerk Subtotals Report for One Clerk
Note: You can also perform a Clerk Subtotals Report for all clerks or a group of clerks.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll up to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
key.
4. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
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Moneris iCT250 Operating Manual
key.
6
Moneris Loyalty and Gift Programs
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
5. Press the
key (SINGLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (YES) to reset the totals for the Clerk ID to zero.
a. Press the
The ENTER CLERK ID entry screen appears.
6. Key in the Clerk ID, and press the
punctuation ".)
key. ( Refer to " Entering alphabetic characters and
Note: You must enter the Clerk ID even if the Default Clerk ID feature has been enabled.
The terminal communicates with the Moneris/Ernex Host then prints the CLERK
SUBTOTALS report and returns to the ERNEX menu.
7. Press the
6.8.10
key to return to the READY screen.
Printing the Loyalty/Gift Configuration Parameters List
When you have finished configuring Loyalty/Gift on your terminal, perform this function in
order to have a printed record of the terminal’s loyalty/gift parameters. Included on the printout are:
•
Ernex software version number (Ernex Core Version)
•
terminal identification information (Ernex Term ID)
•
Moneris Merchant ID ( Merch ID)
•
configuration details for each card type downloaded from the Moneris/Ernex Host
(e.g., card description, whether Refunds are allowed for this card, etc.)
From the READY screen prompt:
Note: This will use quite a bit of paper, especially if there are a number of different
loyalty/gift cards configured.
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll down to CONFIG LIST, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report. When the report is finished
printing, the terminal returns to the ERNEX menu.
5. Press the
key to return to the READY screen.
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6.8.11
Moneris Loyalty and Gift Programs
Printing a Loyalty/Gift Help List
This report lists all the loyalty/gift functions and transactions that are enabled on the terminal
and the corresponding Admin Shortcut Code.
From the READY screen prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the
The ERNEX menu appears.
key.
3. Scroll down to REPORT FUNCS, and press the
The REPORT FUNCS menu appears.
4. Scroll up to HELP LIST, and press the
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report. When the reports are finished
printing, the terminal returns to the ERNEX menu.
5. Press the
182
key to return to the READY screen.
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7
The Air Miles Rewards Program
7.1 The Air Miles Rewards Program
The Air Miles rewards program allows you to offer your customers the opportunity to collect
miles on a loyalty card based on the dollar value of Purchases they make. Some programs also
provide miles based on the purchase of specific items or incentive calculations that can be
implemented for a specific time period.
7.1.1
Configuring Air Miles
To enable an Air Miles rewards program on your terminal:
1. Contact Moneris Solutions.
2. Plan how the program will calculate miles.
3. Configure Air Miles on your terminal.
4. Initialize your terminal.
7.1.2
7.1.3
Air Miles Rewards Transactions
•
Reward Purchase
•
Reward Refund
Air Miles Rewards Administration
•
Reprint the last Air Miles Reward receipt
•
Rewards Totals Report
•
Rewards Transactions Report
•
Rewards SAF Transactions Report
•
Deleting Rewards SAF Transactions
•
Completing Rewards Transactions
•
Printing the Rewards Configuration Report
•
Printing the Help List of Rewards Transactions and Admin codes
•
Configuring the Air Miles Rewards Program
7.2 Configuring the Air Miles Rewards Program
Air Miles rewards are awarded based on the formula you configure on the terminal as a
Reward Program. After you have planned how the program will award miles, the terminal
must be configured to match the formula. This function allows you to configure the terminal
to process Air Miles rewards transactions and produce reports on those transactions.
There are six main steps to be completed when configuring the terminal to process Air Miles
Rewards transaction.
1. Enable the Rewards Program.
2. Select the Program Type.
3. Configure the Program:
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The Air Miles Rewards Program
i. Configure the Calculator and Factors.
ii. Configure the Incentive.
iii. Set the maximum number of rewards per transaction.
iv. Set the Rewards Totals Reset time of day.
v. Enable the Enter Reference Number prompt.
4. Configure the Bonus Offers if you intend to offer them.
5. Configure the Tax setup.
6. Set the SAF Upload Time Period.
Note: The default is 5 minutes. If you wish to use this value you do not need to perform this
step.
Note: If you wish to use both the Retail and the Wholesale Rewards programs, repeat steps 2
through 6 for each program.
The terminal is ready to process Air Miles Rewards transactions.
Moneris recommends printing an Air Miles Configuration List to have a record of the
program configuration and an Air Miles Help List to have a list of transactions available and
their Admin Codes.
7.2.1
The Air Miles REWARDS SETUP Menu
IMPORTANT: Do NOT attempt to configure your terminal without assistance from the
Moneris Merchant Service Centre.
The Air Miles Rewards configuration menu (see REWARD PROGRAM below) contains a
list of parameters that can be enabled and configured on the iCT250 terminal.
IMPORTANT: The Air Miles Rewards program requires an additional agreement
between the merchant and Moneris Solutions. Please ensure that the necessary
agreements are in place before attempting to configure those programs on the terminal.
The parameters are listed in the order they appear on the menu. Some items may not appear
on the terminal until another feature is enabled.
REWARD PROGRAM
184
ENABLE REWARD
Allows the terminal to process Air Miles Reward card
transactions. (Default = NO)
PROGRAM TYPE
Identifies the Reward program type to be configured and
used to calculate the number of Air Miles Reward miles to
be assigned.
SAF UPD PERIOD
Sets the time period that must pass between the last SAF
Upload attempt (automatic or manually prompted) and the
next automatic SAF Upload attempt
RETAIL CONFIG
Identifies the parameters of the Retail Rewards program.
WHOLESALE CFG
Identifies the parameters of the Wholesale Rewards
program.
BONUS OFR CGF
Identifies the parameters of the Bonus Offers.
TAX SETUP
Identifies the type of tax to be considered in the miles
calculation.
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The Air Miles Rewards Program
To access the Air Miles REWARD PROGRAM Set-up menu, from the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD menu appears.
key.
3. Scroll down to PROGRAM SETUP, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The REWARD PROGRAM Set-up menu appears.
7.2.2
Planning the Rewards Program Configuration
Air Miles rewards are awarded based on the formula you configure on the terminal as a
Reward Program.
7.2.2.1
Rewards Program Calculation Overview
The Air Miles Rewards program applies the Calculator and Factor values to the Purchase
amount to determine the number of Reward miles to be awarded.
If an Incentive value, Start date and End date have been configured and the Purchase occurs
within the Start and End dates, the number of Rewards miles will be multiplied by the
incentive value to determine the number of Incentive Rewards to be awarded.
If Bonus Offers have been configured, and the cardholder has purchased a qualifying item, the
program will multiply the Bonus Offer value by the number of items purchased to determine
the number of Bonus Offer miles awarded.
The program then totals all miles awarded and compares it to the Maximum Rewards value to
ensure it is not over the maximum before applying the miles to the cardholder's Rewards
account.
7.2.2.2
Rewards Program Components
There are three components that may be used in calculating the reward miles:
Purchase Amount
The terminal calculates the number of rewards miles based on the dollar value of the
cardholder's purchase to which configurable variables are applied.
Incentives
The terminal automatically applies a multiplication factor to any Air Miles Rewards miles that
have been awarded within a configurable time period.
Bonus Offers
If the cardholder's Purchases include items identified as Bonus Offer items, the terminal
awards a configurable number of miles per item.
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7.2.2.3
7.2.3
The Air Miles Rewards Program
Rewards Program Parameters
Before configuring an Air Miles Rewards program on your terminal, you will need to decide
which parameters to use in creating your formula and what values those parameters will have.
The parameters are:
•
Calculator and Factor values
•
Incentive parameters
•
Maximum Rewards value
•
Bonus Offer parameters
•
Tax Setup
Rewards Program Planning Worksheet
Print this sheet and fill in the values you wish to use for each parameter in the Rewards
Program. If the program has more than one Bonus Offer, print a copy of this worksheet for
each Bonus Offer.
You will need to refer to these values when configuring the program.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
Step 1. Enable the Rewards Program:
Enable Reward Program?: YES
Step 2. Select the Program Type
Program Type (circle one): RETAIL or WHOLESALE
Step 3.i. Configure the Calculator and Factors
Calculator 1 ___________
Factor 1 ___________
Calculator 2 ___________
Factor 2 _________
Step 3.ii. Configure the Incentive:
Description ____________________________
Automatically applied? (circle one): YES or NO
Value ____
Incentive Start Date ( YYYYMMDD): ______________________
Incentive End Date ( YYYYMMDD): ______________________
Step 3.iii Set the maximum number of rewards per transaction:
Maximum Rewards per Transaction: _____________
Step 3.iv Set the Rewards Totals Reset time of day:
Rewards Totals Reset Time ( HHMM): ______________
Step 3.v: Enable the Enter Reference Number prompt:
Enable Enter Reference Number prompt (circle one): YES or NO
Step 4. Configure the Bonus Offers:
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Number: ________
Description: _________________________
Reward Type (circle one): MULTIPLIER or POINTS
If MULTIPLIER selected:
Value: _____________
Multiplier Type (circle one): BASE POINTS or BONUS OFFERS
Program Type (circle one): RETAIL or WHOLESALE or BOTH
If POINTS selected:
Number of miles: ______________
Program (circle one): RETAIL or WHOLESALE or BOTH
MLT Bonus Offer applicable: _____________
Start Date (YYYYMMDD): ______________________
End Date (YYYYMMDD): _______________________
Step 5. Configure the Tax Setup:
Tax Type: NO TAX or HST or GST/PST
Tax Percentage: Type: _______ = ______% and Type: ________ = ______%
Tax Mode: TAX ON TAX or TAX AND TAX
Step 6. Set the SAF Upload Time Period:
SAF Upload Time Period: (MM) ______________
7.2.4
Reward Program Components - Calculator and Factor Values
The Calculator and Factor values are the basic values for calculating Rewards miles based on
a dollar amount. The Calculator amounts indicate the dollar value for which one reward unit
is awarded. The Factor values indicate the number of times that the Calculator amount is
applied (maximum is 99). If the Factor value is set to 99, that Calculator will be applied
infinitely.
Some examples are provided below.
Example 1: only one component value assigned ( CALC 1) applied to a small amount
($10.00)
Example 2: only one component value assigned ( CALC 1) applied to a large amount
($300.00)
Example 3: three component values assigned ( CALC 1, FACTOR 1, and CALC 2) applied to
a large amount ($300.00)
Example 4: four component values assigned (CALC 1, FACTOR 1, CALC 2 and FACTOR 2)
applied to a large amount ($300.00)
Example 1
Values:
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CALC 1 = $2.00 FACTOR 1 = 99
CALC 2 = 0
FACTOR 2 = 0
PURCHASE = $10.00
Calculation:
PURCHASE ÷ CALC 1 = REWARDS
$10.00 ÷ $2.00 = 5
Description:
Calculator 1 is applied to all sales of $2.00 or more, so the cardholder will receive 5
rewards miles for their $10.00 purchase.
Example 2
Values:
CALC 1 = $2.00 FACTOR 1 = 99
CALC 2 = 0
FACTOR 2 = 0
PURCHASE = $300.00
Calculation:
PURCHASE ÷ CALC 1 = REWARDS
$300.00 ÷ $2.00 = 150
Description:
Calculator 1 is applied to all sales of $2.00 or more, so the cardholder will receive 150
rewards miles for their $300.00 purchase.
Example 3
Values:
CALC 1 = $2.00 FACTOR 1 = 50
CALC 2 = $1.00 FACTOR 2 = 99
PURCHASE = $300.00
Calculation:
PURCHASE ÷ CALC 1 = REWARDS 1
$300.00 ÷ $2.00 = 150
If (REWARDS 1 > FACTOR 1) then (CALC 1 x FACTOR 1) = MAX PURCHASE 1
(150 > 50) so ($2.00 x 50) = $100.00
If (REWARDS 1 > FACTOR 1) then (MAX PURCHASE 1 ÷ CALC 1) = MAX
REWARDS 1
(150 > 50) so $100.00 ÷ $2.00 = 50
PURCHASE - MAX PURCHASE 1 = PURCHASE 2
$300.00 - 100.00 = $200.00
PURCHASE 2 ÷ CALC 2 = REWARDS 2
$200.00 ÷ $1.00 = 200
If FACTOR 2 = 99 then MAX REWARDS 1 + REWARDS 2 = TOTAL C/ F
REWARDS
FACTOR 2 = 99 so 50 + 200 = 250
Description:
Calculator 1 is applied to sales of more than $1.99 and less than $100.01, so the
cardholder will receive 50 miles PLUS Calculator 2 will be applied to any remaining
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The Air Miles Rewards Program
purchase value, so the cardholder will receive an additional 200 reward miles for a
total of 250 miles
Example 4
Values:
CALC 1 = $2.00 FACTOR 1 = 52
CALC 2 = $1.00 FACTOR 2 = 98
PURCHASE = $300.00
REWARDS 1 = 150
MAX PURCHASE 1 = $104.00
MAX REWARDS 1 = 52
PURCHASE 2 = $196.00
REWARDS 2 = 196
Calculation:
PURCHASE ÷ CALC 1 = REWARDS 1
$300.00 ÷ $2.00 = 150
If (REWARDS 1 > FACTOR 1) then
(150 > 52)
(CALC 1 x FACTOR 1) = MAX PURCHASE 1
($2.00 x 52) = $104.00
(MAX PURCHASE 1 ÷ CALC 1) = MAX REWARDS 1
$104.00 ÷ $2.00 = 52
PURCHASE - MAX PURCHASE 1 = PURCHASE 2
$300.00 - $104.00 = $196.00
PURCHASE 2 ÷ CALC 2 = REWARDS 2
$196.00 ÷ $1.00 = 196
If FACTOR 2 < 99 then compare REWARDS 2 vs. FACTOR 2
(98 < 99) so (196 > 98)
If (REWARDS 2 > FACTOR 2) then
(196 > 98)
(CALC 2 x FACTOR 2) = MAX PURCHASE 2
($1.00 x 98) = $98.00
(MAX PURCHASE 2 ÷ CALC 2) = MAX REWARDS 2
($98.00 ÷ $1.00) = 98
MAX REWARDS 1 + MAX REWARDS 2 = TOTAL REWARDS
(52 + 98) = 150
Description:
Calculator 1 is applied to sales of more than $1.99 and less than $104.01, so the
cardholder will receive 52 miles PLUS Calculator 2 will be applied to an additional
$98.00 of purchase value, so the cardholder will receive an additional 98 reward miles
for a total of 150 miles.
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7.2.5
The Air Miles Rewards Program
Reward Program Components - Bonus Offer Values
Within a program, Bonus Offers can be applied in one of three ways.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
1. As Miles ("points") - Specific items can qualify for additional Air Miles Rewards miles if
they are defined as Bonus Offers in the Rewards configuration. Up to 20 items can be defined.
See Example 1.
2. As a multiplier applied to base miles (similar to an Incentive) - If a cardholder purchases a
qualifying item, an incentive value is applied to their C/ F rewards value. Only applicable if
no other Incentive has been applied to the transaction. See Example 2.
3. As a multiplier applied to other Bonus Offers - If a cardholder qualifies for a Bonus Offer,
the miles from that Bonus Offer may be eligible for the application of an additional multiplier
value. See Example 3.
Some examples are provided below.
Example 1: Bonus Offers as Points
Example 2: Bonus Offer as a Multiplier applied to base miles
Example 3: Bonus Offer as a Multiplier applied to other Bonus Offers
Example 1
Values:
PURCHASE AMOUNT: $438.55
TOTAL C/ F REWARDS: 115
BONUS OFFER configured as POINTS
BONUS OFFER 1: Points per BO Item - 12, Number of BO Items - 3
BONUS OFFER 2: Points per BO Item - 6, Number of BO Items - 7
Calculation:
Bonus Offer 1
Point per item x Number of Items = BO1 REWARDS
(12 x 3) = 36
Bonus Offer 2
Point per item x Number of Items = BO2 REWARDS
(6 x 7) = 42
BO1 REWARDS + BO2 REWARDS = TOTAL BO REWARDS
(36 + 42) = 78
TOTAL C/ F REWARDS + TOTAL BO REWARDS = TOTAL REWARDS
(115 + 78) = 193
Description:
The cardholder is awarded 115 miles for their Purchase. Then, because the cardholder
purchased 3 of Bonus Offer item 1 with a value of 12 miles each and 7 of Bonus Offer
item 2 with a value of 6 miles each, they qualify for an additional 78 miles for a grand
total of 193 rewards miles.
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Example 2
Values:
PURCHASE AMOUNT: $438.55
TOTAL C/ F REWARDS: 115
BONUS OFFER configured as BASE POINTS MULTIPLIER
VALUE: 1.5
Calculation:
C/ F REWARDS X BO MULTIPLIER VALUE = TOTAL REWARDS
(115 x 1.5) = 172
Description:
The cardholder was awarded 115 miles for their Purchase and has qualified for the
Bonus Offer. The miles for the purchase are multiplied by the Bonus Offer value of
1.5 for a grand total of 172 rewards miles.
Example 3
Values:
PURCHASE AMOUNT: $438.55
TOTAL C/ F REWARDS: 115
BONUS OFFER 1: Points per BO Item - 12, Number of BO Items - 3
BONUS OFFER 3: MULTIPLIER applicable to Bonus Offer 1
BO3 MULTIPLIER VALUE: 1.5
Calculation:
Bonus Offer 1
Point per item x Number of Items = BO1 REWARDS
(12 x 3) = 36
Bonus Offer 3
BO1 REWARDS x MULTIPLIER VALUE = BO3 REWARDS
(36 x 1.5) = 54
BO3 REWARDS + TOTAL C/ F REWARDS = TOTAL REWARDS
(54 + 115) = 169
Description:
The cardholder was awarded 115 miles for their Purchase. Then, because the
cardholder purchased 3 of Bonus Offer item 1 with a value of 12 miles each, they
qualify for an additional 36 miles. The cardholder has also qualified for Bonus Offer 3
so the Bonus Offer 1 miles are multiplied by the Bonus Offer 3 multiplier value of 1.5
for a grand total of 169 rewards miles.
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7.2.6
The Air Miles Rewards Program
Reward Program Components - Incentive Values
If the Incentive value is greater than one, the rewards program awards additional rewards
miles to a cardholder's account based on the Incentive value.
The Incentive value is multiplied by the Total Standard Rewards (calculated using the
Calculator and Factor values) to determine the Total Incentive Rewards. The Incentive value
will only be applied during the period identified by the Incentive Start date and Incentive End
date.'
An example including calculations and a description is provided below.
Values:
PURCHASE AMOUNT: $438.55
TOTAL STANDARD REWARDS: 115
INCENTIVE VALUE: 1.5
Calculation:
TOTAL STANDARD REWARDS x INCENTIVE VALUE = TOTAL INCENTIVE
REWARDS
(115 x 1.5) = 172
TOTAL INCENTIVE REWARDS - TOTAL STANDARD REWARDS =
INCENTIVE REWARDS
(172 - 115) = 67
Note: The Incentive Rewards value is printed on the Air Miles Purchase receipt rather
than the Total Incentive Rewards.
Description:
The cardholder is awarded 115 miles for their purchase. This number of miles is
multiplied by the Incentive value of 1.5 to give the cardholder a rewards total of 172
miles.
7.2.7
Order of Calculation
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
Bolded items are defined in the Calculation Table below.
1. Calculate Rewards 1.
2. Review Factor 1:
If Factor 1 = 99 then DONE
If Factor 1 < 99 then:
3. Compare Factor 1 to Rewards 1.
If Factor 1 > Rewards 1 then award Rewards 1.
If Factor 1 < Rewards 1 then:
4. Calculate Max. Purchase 1.
5. Calculate Purchase 2.
6. Calculate Rewards 2.
7. Calculate Total Standard Rewards.
8. Review Incentive Value:
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The Air Miles Rewards Program
If Incentive Value < 1.00 then go to step 9.
If Incentive Value > 1.00 then calculate Incentive Rewards.
9. Review Bonus Offers:
If no Bonus Offers are configured then go to step 10
If one or more Bonus Offers are configured as Points then calculate Total Points
Bonus Offer Rewards.
If one or more Bonus Offers are configured as a Multiplier then calculate Total
Multiplier Bonus Offer Rewards.
10. Calculate the total rewards to be awarded:
If Incentive Value < 1.00 and no Bonus Offers are configured then award Total
Standard Rewards.
If Incentive Value < 1.00 and at least one Bonus Offer is configured then calculate
the sum of Total Standard Rewards + Total Bonus Offer Rewards (multiplier or
miles).
If Incentive Value >1.00 and no Bonus Offers are configured then award Total
Incentive Rewards.
If Incentive Value >1.00 and at least one Points Bonus Offer is configured then
calculate the sum of Total Incentive Rewards + Total Points Bonus Offer
Rewards.
7.2.8
Rewards Calculation Table
Value
Definition
Purchase
Dollar Amount after application of Tax Type
values to amount keyed in at the ENTER
AMOUNT entry screen
Calc 1
Calculator 1 value
Factor 1
Factor 1 value
Calc 2
Calculator 2 value
Factor 2
Factor 2 value
Rewards 1
Purchase ÷ Calc 1
Max. Purchase 1
Calc 1 x Factor 1
Max. Rewards 1
= Factor 1
Purchase 2
Purchase - Max. Purchase 1
Rewards 2
Purchase 2 ÷ Calc 2
Max. Purchase 2
Calc 2 x Factor 2
Max. Rewards 2
= Factor 2
Total Standard Rewards
Max. Rewards 1 + Rewards 2
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Value
Max. Total Standard Rewards
Definition
Max Rewards 1 + Max Rewards 2
Note: This should not be greater than the value set
for Maximum Rewards per transaction.
Incentive Value
Incentive value
Incentive Rewards
Total Incentive Rewards - Total Standard Rewards.
Note: This value appears on Air Miles Purchase
receipts.
7.2.9
Total Incentive Rewards
Total Standards Rewards x Incentive Value
Bonus Offers
Bonus Offers configured
Points Bonus Offer # N Rewards
( PBO#N)
(Points Bonus Offer # N value) x number of items
Total Points Bonus Offer
Rewards
PBO#1 +... + PBO#N
Multiplier Bonus Offer # N
Rewards
( MBO#N)
Multiplier Value x (Points Bonus Offer # N
Rewards)
Total Multiplier Bonus Offer
Rewards
MBO#1 +... + MBO#N
Total Bonus Offer Rewards
(Total Points Bonus Offer Rewards) + (Total
Multiplier Bonus Offer Rewards)
Enable the Rewards Program
You must enable the Rewards program on the terminal before you can process Air Miles
Rewards card transactions.
From the READY screen:
a. Press the
key.
The MAIN MENU appears.
b. Scroll down to REWARDS, and press the
The REWARD PROGRAM menu appears.
key.
c. Scroll down to PROGRAM SETUP, and press the
key.
Note: If the PROGRAM SETUP item does not appear on the REWARD PROGRAM
menu, perform an UPLOAD SAF transaction to clear the SAF Log then access the
REWARD PROGRAM menu and try again.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The REWARD PROGRAM Set-up menu appears.
d. Press the
key to select ENABLE REWARD.
The ENABLE REWARD PROGRAM? prompt appears.
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The Air Miles Rewards Program
e. Press the
key to select YES.
The default is NO.
The REWARD PROGRAM menu reappears with additional options.
7.2.10
Select the Type of Rewards Program
This process identifies the Reward program type to be configured and used to calculate the
number of Air Miles Reward miles to be assigned during transactions.
From the REWARD PROGRAM menu:
a. Scroll down to PROGRAM TYPE, and press the
The PROGRAM TYPE menu appears.
key.
b. Select the Program Type you wish to enable.
The REWARD PROGRAM menu reappears with additional options.
If you selected:
•
RETAIL then the RETAIL CONFIG option appears on the REWARD PROGRAM
menu.
•
WHOLESALE then the WHOLESALE CFG option appears on the REWARD
PROGRAM menu.
•
BOTH then both the RETAIL CONFIG option and the WHOLESALE CFG option
appear on the REWARD PROGRAM menu.
Note: If you select BOTH, the REWARD PURCHASE program selection prompt will
appear during Reward Purchases and the REWARD REFUND program selection prompt will
appear during Reward Refund transactions.
7.2.11
Configure the Calculator and Factor Values
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to RETAIL CONFIG, and press the
The REWRD CFG-RETAIL menu appears.
key.
key to select CALCULATOR 1.
b. Press the
The CALCULATOR 1 entry screen appears.
c. Key in the value of Calculator 1 without the decimal mile, and press the
( min. = 0.001, max. = 9,999.999)
The REWARD CFG menu reappears.
key.
Note: The default value of Factor 1 is 99. If you wish to leave the value as 99, then this step is
finished. Go back the "Configuring the Air Miles Rewards Program"procedure.
d. Scroll down to FACTOR 1, and press the
The FACTOR 1 entry screen appears.
key.
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The Air Miles Rewards Program
e. Key in the value of Factor 1, and press the
( min. = 01, max. = 99)
The REWARD CFG menu reappears.
key.
f. Scroll down to Calculator 2, and press the
The CALCULATOR 2 entry screen appears.
key.
g. Key in the value of Calculator 2 without the decimal mile, and press the
( min. = 0.001, max. = 9,999.999)
The REWARD CFG menu reappears.
key.
Note: The default value of Factor 2 is 99. If you wish to leave the value as 99 then this step is
finished. Return to Configuring Rewards.
h. Scroll down to FACTOR 2, and press the
The FACTOR 2 entry screen appears.
key.
i. Key in the value of Factor 2, and press the
( min. = 01, max. = 99)
The REWARD CFG menu reappears.
key.
j. Press the
7.2.12
key to return to the REWARD PROGRAM menu.
Configure the Incentive Values
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to RETAIL CFG, and press the
The REWRD CFG-RETAIL menu appears.
b. Scroll down to INCENTIVE, and press the
The INCENTIVE entry screen appears.
key.
key.
c. Key in the value of the Incentive, and press the
( min. 0.01, max. = 99.99, default = 1.00)
The REWRD CFG menu reappears.
key.
To display a name for the incentive during Reward transactions:
d. Scroll down to INCEN DESCRIPT, and press the
key.
e. Press the
key to select DESCR ENGLISH.
The DESCRIPTION ENGLISH entry screen appears.
f. Key in the English description of the incentive, and press the
alphabetic character and punctuation ".)
key. (Refer to " Entering
Note: If you wish to display a French description when the terminal language is set to
French, repeat steps e. (select DESCR FRENCH this time) and f.
g. Press the
196
key to return to the REWRD CFG-RETAIL menu.
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The Air Miles Rewards Program
To apply the incentive automatically during Reward Purchases:
h. Scroll down to AUTO INCENTIVE, and press the
The AUTOMATIC INCENTIVE? prompt appears.
key.
i. To have the incentive applied automatically to all qualifying Reward Purchases, press the
key to select YES.
key to
To display the APPLY INCENTIVE? prompt during Reward Purchases, press the
select the
key.
The REWRD CFG-RETAIL menu re-appears.
To restrict the Incentive to a specific time frame:
j. Scroll down to INCEN START DT, and press the
key.
The INCENTIVE START DATE entry screen appears.
k. Key in the first date the Incentive will be applied ( YYYYMMDD), and press the
key.
The REWRD CFG-RETAIL menu reappears.
key.
l. Scroll down to INCEN END DT, and press the
The INCENTIVE END DATE entry screen appears.
m. Key in the last date the Incentive will be applied ( YYYYMMDD), and press the
The REWRD CFG-RETAIL menu reappears.
n. Press the
7.2.13
key.
key to return to the REWARD PROGRAM menu.
Configure the Maximum Rewards Allowed
If you wish to limit the number of miles that can be awarded for a single transaction, this
process sets the maximum miles value to be considered in the miles calculation.
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to RETAIL CONFIG, and press the
The REWRD CFG-RETAIL menu appears.
b. Scroll down to MAXIMUM REWRDS, and press the
The MAXIMUM REWARDS entry screen appears.
key.
key.
c. Key in the maximum number of rewards that can be rewarded for one Rewards transaction,
and press the
key.
( min. 1, max. 99,999, default = 50).
The REWRD CFG-RETAIL menu re-appears.
d. Press the
key to return to the REWARD PROGRAM menu.
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7.2.14
The Air Miles Rewards Program
Set the Rewards Totals Reset Time of day
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to RETAIL CFG, and press the
The REWRD CFG-RETAIL menu appears.
b. Scroll down to RESET TTL TIME, and press the
The RESET TOTALS TIME entry screen appears.
key.
key.
c. Key in the time of day at which the Rewards Totals Log will be cleared, and press the
key.
This should be set to occur while the location is closed.
(24-hour clock, e.g. 11:30 PM would be entered as 2330).
The REWRD CFG-RETAIL menu re-appears.
d. Press the
7.2.15
key to return to the REWARD PROGRAM menu.
Enable the Enter Reference Number Prompt
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to RETAIL CONFIG, and press the
The REWRD CFG-RETAIL menu appears.
key.
key.
b. Scroll down to REFERENCE NO, and press the
The REFERENCE NUMBER? selection screen appears.
i. To display the ENTER REFERENCE NUMBER entry screen during Reward transactions,
key to select YES.
press the
key to select NO.
To disable the entry screen, press the
The REWRD CFG-RETAIL menu re-appears.
c. Press the
7.2.16
key to return to the REWARD PROGRAM menu.
Configure the Bonus Offers
This process establishes the parameters of the Bonus Offers available in the Rewards
program.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
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Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to BONUS OFR CFG, and press the
key.
The BONUS OFFER REWARD menu appears with the list of 20 possible bonus offers.
Note: If this is the first bonus offer to be configured, the list displays the bonus offer
numbers 001 to 020. When a bonus offer has been configured with a description, the
first 14 characters of that description are displayed on this list.
b. Select a bonus offer number (e.g. 001), and press the
key.
The Bonus Offer Setup menu appears with the bonus offer name as the menu title.
To display a name for the Bonus Offer during Reward transactions:
c. Press the
key to select DESCR ENGLISH.
The DESCRIPTION ENGLISH entry screen appears.
d. Key in the English description of the incentive, and press the
alphabetic character and punctuation ".)
key. (Refer to " Entering
Note: If you wish to display a French description when the terminal language is set to
French, repeat steps c. (select DESCR FRENCH this time) and d.
The Bonus Offer Setup menu re-appears with the bonus offer name as the menu title.
To set the type of Bonus Offer as MULTIPLIER:
e. Scroll down to REWARD TYPE, and press the
The REWARD TYPE menu reappears.
key.
f. To use a multiplier to calculate Bonus Offer miles, select MULTIPLIER, and press the
key.
The Bonus Offer Setup menu re-appears.
key.
g. Scroll down to MULTIPLIER, and press the
The BONUS OFFR REWRD MULTIPLIER entry screen appears.
h. Key in the value of the multiplier ( min. 1.00, max. 99.99), and press the
The Bonus Offer Setup menu re-appears.
i. Scroll down to MULTIPLR TYPE, and press the
The MULTIPLIER TYPE menu appears.
key.
key.
j. Select BASE POINTS to have the multiplier behave as an incentive.
Select BONUS OFFERS to have the multiplier applied to another bonus offer.
The Bonus Offer Setup menu re-appears.
k. Scroll down to PROGRAM TYPE, and press the
The PROGRAM TYPE menu appears.
key.
key.
l. Select the Program type, and press the
To display the Bonus Offer prompt during:
- Retail program transactions, select RETAIL.
- Wholesale program transactions, select WHOLESALE.
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The Air Miles Rewards Program
- transactions of either program type, select BOTH.
The Bonus Offer Setup menu re-appears.
To set the type of Bonus Offer as POINTS:
e. Scroll down to REWARD TYPE, and press the
The REWARD TYPE menu reappears.
key.
f. To set a specific number of miles for a Bonus Offer, select POINTS, and press the
key.
The Bonus Offer Setup menu re-appears.
key.
g. Scroll down to NO. OF POINTS, and press the
The BONUS OFFER REWARDS entry screen appears.
h. Key in the number of miles to be awarded to purchases that match the criteria for this bonus
offer, and press the
key.
The Bonus Offer Setup menu re-appears.
i. Scroll down to PROGRAM TYPE, and press the
The PROGRAM TYPE selection screen appears.
key.
key.
j. Select the Program type, and press the
To display the Bonus Offer during:
- Retail program transaction, select RETAIL.
- Wholesale program transactions, select WHOLESALE.
- transactions of either program type, select BOTH.
The Bonus Offer Setup menu re-appears.
If Multiplier Bonus Offers have also been configured with a Multiplier Type of "Bonus
Offers", the MLT BONUS OFFER item appears on the Bonus Offer setup menu.
To be able to apply a Multiplier Bonus Offer to a Points Bonus Offer:
k. Scroll down to MLT BONUS OFFER, and press the
The BONUS OFFER REWARD menu appears.
key.
l. Scroll down to the Bonus Offer (listed by number or by description if it has one), and press
the
key to apply the Multiplier Bonus Offer to the Points Bonus Offer you selected.
The Bonus Offer Setup menu re-appears.
To restrict the Bonus Offer to a specific time frame:
m. Scroll down to BONUS START DT, and press the
key.
The BONUS OFFR START DATE entry screen appears.
n. Key in the first date the bonus offers will be available ( YYYYMMDD), and press the
key.
The Bonus Offer Setup menu reappears.
o. Scroll down to BONUS END DATE, and press the
The BONUS OFFR END DATE entry screen appears.
key.
p. Key in the last date the bonus offers will be available ( YYYYMMDD), and press the
key.
The Bonus Offer Setup menu re-appears.
q. Press the
200
key twice to return to the REWARD PROGRAM menu.
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7.2.17
The Air Miles Rewards Program
Configure the Tax Type
If you wish to apply the Rewards calculation to the Purchase dollar value before taxes, this
process identifies the type and amount of tax to be considered in the miles calculation.
Refer to your Rewards Program Planning worksheet for the values to key in for each
parameter.
The configuration steps are the same for both the RETAIL and the WHOLESALE program
types. The following instructions refer specifically to the Retail program. To configure the
Wholesale program, follow these instructions substituting WHOLESALE wherever you see
RETAIL.
From the REWARD PROGRAM menu:
a. Scroll down to TAX SETUP, and press the
The TAX SETUP menu appears.
b. Select TAX TYPE, and press the
The TAX TYPE menu appears.
key.
key.
c. Select the type of tax your business charges on Purchases.
The TAX SETUP menu reappears.
d. Scroll down to the tax type your business charges on Purchases, and press the
The TAX PERCENTAGE entry screen appears.
e. Key in the Tax percentage, and press the
( min. 0.01, max. 99.99)
The TAX SETUP menu reappears.
key.
key.
Note: If your business applies 2 types of tax, e.g. GST and PST, repeat steps d. and e.
for each type of tax.
f. If the Tax Type was GST/PST, scroll down to TAX MODE, and press the
The TAX MODE menu appears.
g. Select the method used to calculate the tax, and press the
The TAX SETUP menu reappears.
h. Press the
7.2.18
key.
key.
key to return to the REWARD PROGRAM menu.
Configure the SAF Upload Time Period
This function sets the time period that must pass between the last SAF Upload attempt
(automatic or manually prompted) and the next automatic SAF Upload attempt.
Note: The default is 5. If you wish to use this value you do not need to perform this step.
From the REWARD PROGRAM menu:
1. Select SAF UPD PERIOD.
The SAF UPLOAD TIME PERIOD entry screen appears.
2. Key in the number of minutes the terminal must wait before attempting an automatic SAF
Upload transaction, and press the
key. ( min. 1 minute, max. 15 minutes, default is 5
minutes)
The REWARD PROGRAM menu re-appears.
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The Air Miles Rewards Program
7.3 Air Miles Transactions
7.3.1
Air Miles Rewards - Purchase
This transaction awards Air Miles Reward miles to an Air Miles cardholder for Purchases that
they have made at your location.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
3. Press the
key.
key to select PURCHASE.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the REWARD PURCHASE menu appears, select the program (RETAIL or
WHOLESALE) to be used for calculating miles and press the
key.
If the ENTER REFERENCE NUMBER entry screen appears, key in the Reference
number ( min. 1, max. 4 digits), and press the
key.
The ENTER AMOUNT entry screen appears.
4. Key in the dollar amount of the Purchase, and press the
key.
If the APPLY INCENTIVE? prompt appears, refer to the "Applying the Incentive to
Air Miles Rewards Purchase" procedure.
If the ADD BONUS OFFERS prompt appears, refer to the "Add Bonus Offers during
a Rewards Purchase " procedure.
The ENTER COLLECTOR CARD prompt appears.
If the ZERO POINTS AWARDED message or the REWARD EXCEEDS LIMIT
message appears, no miles are awarded. The transaction is cancelled, and the terminal
returns to the READY screen automatically.
5. Swipe the Air Miles card on the terminal.
OR
Key in the Air Miles Card number, and press the
used on the cardholder receipt.
The Cardholder copy of the receipt is printed.
key.
6. Press the
The Merchant copy of the receipt is printed.
7. Press the
202
key to return to the READY screen.
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key, and then select the language to be
7
7.3.2
The Air Miles Rewards Program
Add Bonus Offers during a Rewards Purchase
If one or more Bonus Offers were enabled for the Rewards program used to calculate miles on
this transaction, and the cardholder has purchased items that qualify as Bonus Offers, you
must select those Bonus Offers in order to calculate the correct number of miles to be added
to the cardholder's account.
The ADD BONUS OFFERS prompt appears.
a. To select the Bonus Offers to be applied to this transaction, press the
select YES.
To continue without applying Bonus Offers, press the
and go to the ENTER COLLECTOR CARD prompt.
key to
key to select NO,
The list of Bonus Offers configured for this Rewards Program appears.
b. Select a Bonus Offer, and press the
key.
The ENTER QUANTITY entry screen appears.
c. Key in the number of Bonus Offer items purchased, and press the
key.
If the APPLY MULTIPLIER? prompt appears:
key to select YES.
To apply the multiplier, press the
key to select NO.
To continue without applying the multiplier, press the
If the ADD BONUS OFFERS prompt re-appears:
To select another Bonus Offer, repeat steps a. through c.
To continue without selecting additional Bonus Offers, press the
select NO.
key to
The ENTER COLLECTOR CARD prompt appears.
Continue the Air Miles Reward Purchase.
7.3.3
Applying the Incentive to an Air Miles Rewards Purchase
If an Incentive was enabled for the Rewards program used to calculate miles on this
transaction:
The APPLY INCENTIVE? prompt appears with the incentive name on the second line.
a. Press the
key to select YES and apply the Incentive to the miles calculation.
key to select NO to continue without applying the incentive.
Press the
The next prompt appears.
Continue the Air Miles Reward Purchase.
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7.3.4
The Air Miles Rewards Program
Air Miles Rewards - Refund
This transaction removes Air Miles Reward miles from an Air Miles cardholder's account for
items they have returned to your location.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
key.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
3. Scroll down to REFUND, and press the
The SWIPE ADMIN CARD prompt appears.
key.
4. Swipe your MONERIS POS Admin card.
If the ENTER CLERK ID entry screen appears instead, refer to the "Entering the
Clerk ID" procedure.
If the REWARD REFUND menu appears, select the program (RETAIL or
WHOLESALE) to be used for calculating miles and press the
key.
If the ENTER REFERENCE NUMBER entry screen appears, key in the
REFERENCE number that appears on the Reward Purchase receipt and press the
key.
The ENTER AMOUNT entry screen appears.
5. Key in the Reward Purchase Amount that appears on the Reward Purchase receipt, and
press the
key.
The ENTER STANDARD POINTS REFUNDED entry screen appears.
6. Key in the number of Standard Points that appear on the Reward Purchase receipt, and
press the
key.
The ENTER INCENTIVE POINTS REFUNDED entry screen appears.
7. Key in the number of Incentive miles that appear on the Reward Purchase receipt, and
press the
key.
If there are no incentive miles listed on the Purchase receipt, simply press the
key.
If the ADD BONUS OFFERS prompt appears, refer to the "Add Bonus Offers during
a Rewards Refund" procedure.
The ENTER COLLECTOR CARD prompt appears.
8. Swipe the Air Miles card on the terminal.
OR
Key in the Air Miles Card number, then press the
used on the Cardholder copy of the receipt.
The Cardholder copy of the receipt is printed.
key.
9. Press the
The Merchant copy of the receipt is printed.
10. Press the
204
key to return to the READY screen.
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key, and then select the language to be
7
7.3.5
The Air Miles Rewards Program
Add Bonus Offers during a Rewards Refund
If one or more Bonus Offers were enabled for the Rewards program used to calculate miles on
the Air Miles Reward Purchase transaction, you must select those Bonus Offers in the Air
Miles Refund transaction in order to calculate the correct number of miles to be removed from
the cardholder's account.
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
The ADD BONUS OFFERS prompt appears.
a. To select the Bonus Offers to be applied to this transaction, press the
select YES.
To continue without applying Bonus Offers, press the
go to the ENTER COLLECTOR CARD prompt.
key to
key to select NO and
The ENTER BONUS OFFER entry screen appears.
b. Key in the 3-digit Bonus Offer number, and press the
key.
The Bonus Offer number appears on the Air Miles Reward Purchase receipt to the left
of the first 14 characters of the bonus offer name (e.g. if bonus offer 001 is named
"June and July Offer" then the receipt will display "001 JUNE AND JULY " and the
Bonus Offer number to be entered here is 001).
The POINTS REFUNDED entry screen appears.
key. The number of
c. Key in the number of Bonus Offer miles, and press the
miles appears on the Air Miles Reward Purchase receipt to the right of the Rewards
Program type (e.g. RETAIL #### or WHOLESALE ####).
If the ADD BONUS OFFERS prompt re-appears:
To select another Bonus Offer, repeat steps a. through c.
To continue without selecting additional Bonus Offers, press the
select NO.
key to
The ENTER COLLECTOR CARD prompt appears.
Continue the Air Miles Reward Refund.
7.4 Air Miles Admin Transactions
7.4.1
Completing Air Miles Reward Transactions
Air Miles transactions are not complete until they have been uploaded to the Moneris Host for
processing.
The terminal automatically connects to the Moneris Host to upload and complete the
transactions in the Reward SAF Log (listed in the Air Miles Reward SAF Log; refer to the
"Printing the Air Miles Rewards SAF List" procedure). The message UPLOAD SAF appears
at the top of the screen while the terminal communicates with the Moneris Host. The
transactions are then cleared from the Reward SAF Log and saved in the Reward Transactions
Log (listed in the Air Miles Reward Transaction List; refer to the "Printing the Air Miles
Rewards Transaction List" procedure).
If this process has not occurred or you wish to send the transactions in the Reward SAF Log
before they are scheduled to be sent automatically, you can send them any time using the
UPLOAD SAF function.
From the READY screen:
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The Air Miles Rewards Program
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and the
The REWARD MENU appears.
key.
3. Scroll up (it's faster) to UPLOAD SAF, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays the communication status while it sends the SAF transactions to the
Moneris Host, and then the terminal returns to the READY screen.
7.4.2
Printing the Air Miles Rewards SAF List
This report prints or displays a list of all Air Miles Rewards transactions in the Rewards SAF
log. These are Air Miles transactions that have not been sent to the Moneris Host for
completion.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
3. Scroll down to SAF INQUIRY, and press the
key.
key.
If SAF INQUIRY does not appear on the menu, there are no transactions in Rewards
SAF log. Press the
key to return the READY screen.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The PRINT OR DISPLAY? prompt appears.
4. To print the list of Air Miles Rewards transactions, press the
key to select PRINT.
The terminal displays PRINTING while it prints the report and then returns to the READY
screen.
To delete an Air Miles SAF transaction, refer to "Deleting a transaction from the Air Miles
Rewards SAF List".
7.4.3
SAF Log Status Icons
The SAF Log status icon appears in the top left corner of the terminal display on the
following screens: READY, MAIN MENU, TRANSACTIONS, REPORT FUNCS, ADMIN
FUNCS, and CONFIG FUNCS.
Icon
Description
The SAF log is nearly full and a manual SAF Upload transaction should be
performed.
The SAF log is full. The next time the terminal returns to the READY
screen, it will perform an automatic SAF Upload. No other transactions can
be processed until the SAF Upload has been successfully completed.
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7.4.4
The Air Miles Rewards Program
Deleting a transaction from the Air Miles Rewards SAF List
If an Air Miles Rewards transactions does not need to be sent to the Moneris Host for
completion, e.g. if you wish to cancel the transaction before it is completed, you can delete
the transaction from the Air Miles Rewards SAF Log in order to ensure that it is not
completed accidentally.
Perform a Air Miles Rewards SAF Inquiry to find the transaction you wish to delete. When
the PRINT OR DISPLAY? prompt appears:
key to select DISPLAY.
A. Press the
The terminal searches its memory for Air Miles SAF transactions.
B. The TRANSAC TO DELETE Menu displays the matching transactions on the screen, one
transaction per line.
To select a particular transaction, scroll through the list until the transaction is highlighted
key.
then press the
TRANSAC TO
DELETE
T NNNN $999.99
T NNNN $999.99
T NNNN $999.99
T = Transaction Type:
P = Reward Purchase
R = Reward Refund
NNNN = last 4 digits of the Card number
999.99 = last 5 digits of the transaction amount
The DELETE TRANSACTION? screen appears.
C. Confirm that this is the correct transaction then press the
the terminal memory.
key (YES) to remove it from
IMPORTANT: Once deleted, the Air Miles Reward transaction can no longer be
completed.
If the DELETE TRANS, SWIPE ADMIN CARD prompt appears, swipe the POS
Admin card on the terminal to delete the transaction.
The terminal deletes the selected transaction from the terminal memory and returns to the
TRANSAC TO DELETE menu.
D. To select another Air Miles Rewards transaction to delete, repeat steps B and C.
To return to the READY screen, press the
key.
7.4.5
Printing an Air Miles Rewards Totals Report
This report checks the Air Miles Reward Log and produces a list of
•
the total dollar value of all Rewards Transactions
•
the total number of Rewards miles awarded
•
the total number of Rewards transactions performed
The Air Miles Reward Log contains all Rewards transactions performed since the log was last
cleared (see Reset Rewards Total Time).
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
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The Air Miles Rewards Program
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
key.
key.
3. Scroll down to REWARD TOTALS, and press the
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report and then returns to the READY
screen.
7.4.6
Printing the Air Miles Rewards Transaction List
This report prints a list of all transactions that match the criteria you select. If you do not
select any criteria (i.e. you simply press the
key as each criteria appears), all transactions
in the terminal memory are listed.
Criteria are:
•
Date of Transaction
•
Card Number
•
Number of Points
Note: "POINTS" is displayed on terminal prompts while "miles" is printed on transaction
receipts.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
key.
3. Scroll down to REWARD LIST, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The criteria appear in order.
4.
The DATE ( YY) MMDD entry screen appears.
To select all transactions regardless of the date they were processed, simply press the
key.
OR
To select transactions processed on a specific date, key in the date in the format
key.
indicated on the screen (the 2-digit year is optional) and press the
5. The CARD NUMBER entry screen appears.
To select all Card numbers, simply press the
key.
OR
To select a specific card, key in the Card number, and press the
key.
6. The REWARD POINTS entry screen appears.
To select all transactions regardless of the number of miles awarded, simply press the
key.
OR
To select transactions of a specific number of miles, key in the amount, and press the
key.
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The Air Miles Rewards Program
The terminal displays PRINTING while it prints the report and then returns to the READY
screen.
7.4.7
Printing an Air Miles Rewards Configuration List
When you have finished configuring the Air Miles Rewards program on your terminal,
perform this function in order to have a printed record of the terminal’s parameters. See
printout example.
Each program (i.e. RETAIL and WHOLESALE) has a separate section for program
parameters including:
•
Calculator values
•
Factor values
•
Incentive values, descriptions and dates
•
Tax settings
•
Bonus Offer parameters
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
key.
3. Scroll up (it's faster) to PRINT CFG, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report then returns to the READY screen.
7.4.8
Printing an Air Miles Rewards Help List
This report lists all the functions and transactions that are enabled on the terminal and the
corresponding Admin Shortcut code.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
key.
3. Scroll up (it's faster) to HELP LIST, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report and then returns to the READY
screen.
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7.4.9
The Air Miles Rewards Program
Rewards - Reprint Last Receipt
This transaction prints a * DUPLICATE* cardholder copy of the last Rewards receipt printed.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REWARDS, and press the
The REWARD MENU appears.
key.
key.
3. Scroll down to REPRINT, and press the
A duplicate of the most recently printed Rewards receipt is printed.
The terminal returns to the REWARD MENU.
4. Press the
210
key to return to the READY screen.
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Admin Transactions
8.1 Log On
From the PLEASE LOGON prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
3. Press the
key.
key to select LOGON.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. The terminal communicates with the Moneris Host.
5. The READY screen appears.
The terminal is now ready to process transactions.
If this is your first time using the terminal, use the Training mode to practise performing
transactions.
Note: To ensure unauthorized transactions cannot be processed, the terminal should be
logged off at the end of the business day.
8.2 Log Off
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
3. Scroll down to LOGOFF, and press the
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. The terminal communicates with the Moneris Host.
5. The PLEASE LOGON prompt appears.
The terminal can NOT process transactions while the PLEASE LOGON prompt is displayed
although some reports can be processed and the terminal configuration can be changed.
To process transactions again, the terminal must be logged on.
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8
Admin Transactions
8.3 EMV Transaction Data
This function prints the DE55 data for the most recent EMV transaction to go online. The
terminal stores the data of the last EMV transaction to go online. That data is kept in memory
until the next EMV transaction is started, whereupon the previous data are erased. New data
are saved only if the transaction goes online.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
key.
3. Scroll down to EMV TRNS DATA, and press the
key.
The terminal displays PRINTING while the report prints.
The ADMIN FUNCS menu appears.
4. Press the
key twice to return to the READY screen.
8.4 Private Label Instant Credit Card Application
Allows for the instant processing of an applicant's Private Label Credit Card Application. If
the application is approved, a receipt with a new Card number is issued to the applicant to use
as a temporary card for any subsequent Purchase transactions.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
3. Scroll down to CREDIT APP, and press the
key.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The SELECT CARD TYPE menu appears.
4. Scroll down the list of card types, and press the
key at your selection.
The SWIPE CARD prompt appears on the terminal (and external PINpad if attached).
5. Enter the card as follows:
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8
Admin Transactions
swipe
manually enter
(credit and
some debit chip cards)
a. Swipe the card on the terminal (or external PINpad if
attached).
a. Key in the Card number, and press the
b. Continue below.
The ENTER EXPIRY DATE entry screen appears
on the terminal.
key.
b. Key in the Expiry date, and press the
key.
If the SWIPE ADMIN CARD prompt appears
on the terminal, swipe the POS Admin card.
c. Continue below.
The LAST NAME: prompt appears.
If the ENTER LAST NAME entry screen appears, edit/key in the applicant's Last name,
and press the
key.
6. Press the
OR Press the
the
key).
key (YES) to accept the displayed Last name.
key (EDIT) to edit the Last name (and then key in the characters, and press
The FIRST NAME: prompt appears.
If the ENTER FIRST NAME entry screen appears, edit/key in the applicant's First name,
and press the
key.
7. Press the
OR Press the
the
key).
key (YES) to accept the displayed First name.
key (EDIT) to edit the First name (and then key in the characters, and press
If the MIDDLE INITIAL prompt appears, press the
key (YES) to accept the
displayed initial.
key (EDIT) to edit/key in the Middle initial (and then key in a
OR Press the
character, and press the
key).
If the ENTER MIDDLE INITIAL entry screen appears, key in the applicant's Middle
initial, or leave this field blank, and press the
key.
The ENTER HOME TELEPHONE # entry screen appears.
8. Key in the applicant's Home Telephone number (10 digits, no spaces), and press the
key.
The ENTER BUSINESS TELEPHONE # entry screen appears.
9. Key in the applicant's Business Telephone number (ten digits, no spaces), or leave this
field blank, and press the
key.
If the ENTER BUSINESS EXTENSION # entry screen appears, key in the applicant's
Business Extension number (maximum of four digits), or leave this field blank, and press
the
key.
The ENTER DATE OF BIRTH entry screen appears.
10. Key in the applicant's Birth date (MMDDYYYY), and press the
The LANGUAGE PREF menu appears.
key.
key.
11. Scroll down to select the applicant's Preferred Language, and press the
PROCESSING is displayed on the terminal as it communicates with the Moneris Host.
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The Merchant copy of the receipt is printed.
12. Have the applicant sign the Merchant copy.
13. Press the
key.
The Cardholder copy of the receipt is printed.
14. Look for the Expiry date printed on the Merchant copy, and then write it down on the
applicant's copy of the receipt ( i.e., the Cardholder copy).
15. Give the Cardholder copy of the receipt to the applicant.
The successful applicant can then use the temporary receipt as a private label credit card and
present it as payment during any subsequent Purchase transactions until the actual private
label card has been issued.
8.5 Clear Storage
This operation clears all stored transaction data (including card data) for debit, credit, gift, and
loyalty transactions from the terminal's memory. The Clear Storage operation should only be
used after you perform all of the prescribed end-of-day steps including printing the Stored
Transactions report (see "End-of-Day Procedure").
IMPORTANT: Once the terminal's memory is cleared, it will not be possible to use the
terminal to do any of the following:
• Perform a report generated from the card data previously stored in the terminal's
memory, specifically:
- Transaction Inquiry
- Stored Transactions
- Pre-Auth List
• Complete or cancel any open Pre-Auths that were previously stored in the terminal's
memory.
From the READY screen:
1. Press the
key.
The MAIN MENU menu appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
key.
3. Scroll down to CLEAR STORAGE, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
The CLEAR TERMINAL STORAGE? prompt appears.
4. To clear transaction data and report totals from terminal memory, press the
key (YES).
Note: If you select YES and then subsequently attempt to perform a report (i.e., Transaction
Inquiry, Stored Transactions, or Pre-Auth List) or perform a Pre-Auth Advice, all of which
are generated from card data previously stored in the terminal's memory, you will get a
TRANSACTION NOT FOUND response.
5. Press the
214
key twice to return to the READY screen.
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8.6 Training Mode
8.6.1
Training Mode
Training mode allows you and your employees to practise operating the Moneris iCT250
terminal without affecting your terminal total amounts, your financial accounts, and your
customers’ accounts.
Note: Once you enter Training mode you can not change the terminal language. If you wish
to change the terminal language you must exit Training mode, change the terminal display
language, and then enter Training mode again.
When using a chip card to perform chip transactions in Training mode, the card will prompt
for a PIN even if the card requires a signature in normal processing mode. The terminal will
then display PIN ENTERED BY CUSTOMER instead of allowing the PIN to be entered.
After five seconds the terminal will continue the transaction.
8.6.2
Transactions Available in Training mode
Most transactions can be practised in Training mode on the terminal. Refer to the tables below
for a complete list.
•
Financial Transactions by Card Type
•
Reporting Functions
•
Administrative Functions
•
Loyalty/Gift Transactions and Reports
•
Air Miles Rewards Transactions and Functions
Transactions that cannot be performed do not appear on the terminal screen while in Training
mode.
Admin codes can be used in Training mode if the transaction or function is available in
Training mode.
Note: Training transactions are limited to a maximum amount of $1.00.
If Tip Entry is enabled, the maximum tip amount in Training mode is $1.00.
If Cashback is enabled, the maximum Cashback amount in Training mode is $1.00.
The maximum final total amount (Purchase + Tip +Cashback) is $3.00.
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Financial Transactions by Card Type
Most financial transactions are available regardless of the type of card used, however
Purchasing Cards (i.e., Corporate cards) cannot be used while in Training mode.
Description
CREDIT
DEBIT
Purchase
Swipe or Insert or
Tap
Swipe or Insert or
Tap
Refund
Swipe or Insert or
Tap
Swipe or Insert or
Tap
Swipe or Insert
-
Pre-Authorization
With Sequence
Number
Pre-Authorization Advice
With Voice Auth
Number
Pre-Authorization Advice
List
X
-
Voids a Purchase
Swipe or Insert
Swipe or Insert
Voids a Refund
Swipe or Insert
Swipe or Insert
Functions
Reporting Functions
Admin Functions
CLOSE BATCH
REPRINT
TRANS LIST
BACKLIGHT
TRANS INQUIRY
TRAINING
DEPOSIT TOTALS
CREDIT APP
MERCH SUBTOTAL
TIP TOTALS
CLERK INQUIRY
PRE-AUTH LIST
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Loyalty/Gift Transactions
Gift Card Transactions
Loyalty card Transactions
Purchase using Gift Card
Purchase (awards points)
Refund using Gift Card
Refund (removes points)
Activate/Reload Gift Card
Redemption (uses points)
Deactivate Gift Card
Activate Loyalty card
Card Inquiry on Gift Card
Deactivate Loyalty card
Void of Gift Card
Transaction
Card Inquiry on Loyalty
card
Reprint a Gift Card Receipt
Void of Points Transaction
Reprint a Loyalty card
Receipt
8.6.3
Loyalty/Gift Reports
Close Loyalty/Gift Batch
Stored Loyalty/Gift Transactions
Loyalty/Gift Transaction Inquiry
Clerk Inquiry on Loyalty/Gift Transaction
Loyalty/Gift Tip Totals
Air Miles Rewards Transactions and Functions
Purchase
Refund
Reprint
Help List
8.6.4
Entering Training Mode
Note: Training mode can only be activated on terminals that have been configured, initialized
and logged on.
IMPORTANT: Ensure that you exit Training mode before processing actual financial
transactions. Transactions processed in Training mode will NOT affect your terminal
totals, your financial accounts, and your customers’ accounts.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
key.
key.
3. Scroll down to TRAINING, and press the
The CLEAR TRAINING TOTALS? prompt appears.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
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4. Select YES to clear the Training Totals amount to zero
OR
Select NO to leave the Training Total amounts as they are.
The training screen appears.
Note: If an external PINpad is attached to the terminal, the PINpad training screen appears on
the PINpad.
All transactions performed on the terminal will now be in Training mode until you exit Training mode. All financial
training transactions will be approved and stored in the terminal’s memory in Training Totals.
All receipts for training transactions and reports on training totals will have a * TRAINING * TRAINING *
TRAINING * banner printed on them at the top, middle and bottom.
IMPORTANT: Ensure that you exit Training Mode before processing actual financial
transactions. Transactions processed in Training mode will not affect your terminal
totals, your financial accounts, and your customers’ accounts.
8.6.5
Exiting Training Mode
IMPORTANT: Ensure that you exit Training mode before processing actual financial
transactions. Transactions processed in Training mode will NOT affect your terminal
totals, your financial accounts, and your customers’ accounts.
From the TRAINING screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the
The ADMIN FUNCS menu appears.
3. Scroll down to TRAINING, and press the
The terminal returns to the READY screen.
key.
key.
Note: If an external PINpad is attached, the PINpad display returns to the
WELCOME/BONJOUR screen.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
IMPORTANT: All transactions performed on the terminal will now be in normal mode.
They WILL affect your terminal totals, your financial accounts, and your customers’
accounts.
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9.1 Clerk Subtotalling Reports
9.1.1
Clerk Subtotals Report for All Clerks
Note: You can also perform a Clerk Subtotals Report for one clerk or a group of clerks.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Press the
key (MULTIPLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (Yes) to reset the totals for all Clerk IDs to zero.
a. Press the
The MULT CLERKS(00 PEND) menu appears.
5. Scroll down to ALL CLERKS, and press the
key.
The terminal communicates with the Moneris Host then prints:
a. The CLERK SUBTOTALS report for each Clerk ID
b. The OVERALL TOTALS report for all Clerk IDs.
When the reports are finished printing, the terminal returns to the READY screen.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
9.1.2
Clerk Subtotals Report for One Clerk
Note: You can also perform a Clerk Subtotals Report for all clerks or a group of clerks.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
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3. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Press the
key (SINGLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (YES) to reset the totals for the Clerk ID to zero.
a. Press the
The ENTER CLERK ID entry screen appears.
5. Key in the Clerk ID, and press the
punctuation ".)
key. ( Refer to " Entering alphabetic characters and
Note: You must enter the Clerk ID even if the Default Clerk ID feature has been enabled.
The terminal communicates with the Moneris Host then prints the CLERK SUBTOTALS
report and returns to the READY screen.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
9.1.3
Clerk Subtotals Report for a Group of Clerks
Note: You can also perform a Clerk Subtotals Report for all clerks or one clerk.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to CLERK INQUIRY, and press the
The SINGLE/MULTIPLE CLERKS? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Press the
key (MULTIPLE).
If enabled, the ZERO CLERK TOTALS? prompt appears.
key (YES) to reset the totals for all selected Clerk IDs to zero.
a. Press the
The MULT CLERKS(00 PEND) menu appears.
5. Scroll down to GROUP, and press the
key.
The ENTER GROUP ID TO BE PROCESSED entry screen appears.
key.
6. Key in the Group identifier, and press the
The MULT CLERKS(01 PEND) menu appears.
To continue selecting Clerk ID Groups, repeat steps 5 and 6
When all the Clerk IDs have been added:
7. Scroll down to PROCESS LIST, and press the
key.
The terminal communicates with the Moneris Host then prints:
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a. The CLERK SUBTOTALS report for each Clerk ID that belongs to the Clerk ID
Group
b. The OVERALL TOTALS report for the Clerk ID Group.
When the reports are finished printing, the terminal returns to the READY screen.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
9.2 Printing the Configuration Parameters Report
When you have finished configuring your terminal, perform this function in order to have a
printed record of the terminal’s parameters. Included on the printout are:
- software revision number (under Term Software Revision)
- terminal identification information (under Host Initialization Parameters)
- features enabled from the GENERAL PARAMS menu (under Terminal Configuration)
- printer setup (under Printer Configuration)
- all receipt trailer messages, pre-programmed and customized (under Trailer Message)
- communications parameters (under Dial Comms Parms and Ethernet Parms)
- optional features if enabled (e.g., Purchasing Card Parms,
Multi-Terminal Parms, Clerk Multi- Subtotals Parms)
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll up (it's faster) to CONFIG LIST, and press the
The PRINT TRAILER MESSAGES? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
4. Press the
key (NO) to skip the trailer message text OR
key (YES) to include the text of all receipt trailer messages (English and French)
Press the
programmed on your terminal.
Note: This will use quite a bit of paper, especially if there are a number of trailer messages
configured.
The terminal displays PRINTING while it prints the report then returns to the READY screen.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
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9.3 EMV Parameters List
This report shows the current values for the EMV parameters.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to EMV PARMS LIST, and press the
The EMV PARMS LIST screen appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
The terminal prints out the EMV parameters list and then returns to the READY screen.
9.4 Current Batch Totals Report
This report is printed as part of the Close Batch transaction; however, it can be printed
without closing the batch.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
key.
3. Scroll to CLOSE BATCH, and press the
The terminal communicates with the Moneris Host.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
4. The terminal prints the report.
The CLOSE BATCH? prompt appears.
5. Press the
key to select NO and print the report without closing the batch.
IMPORTANT: Do NOT press the
batch at this time.
key to select YES unless you want to close the
The terminal finishes printing the report and returns to the READY screen.
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9.5 Deposit Totals Inquiry
The Deposit Totals Inquiry report provides transaction type totals by card type from the
Moneris Host and grand totals by transaction type.
Note: Visa Debit transactions may appear under "VISA" totals on the report (i.e., there may
be no distinction between Visa credit and debit transactions).
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
key.
3. Scroll down to DEPOSIT TOTALS, and press the
If the SWIPE ADMIN CARD prompt appears, swipe your POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
4. The terminal communicates with the Moneris Host.
5. The report prints and the terminal returns to the READY screen.
9.6 Tip Totals Report
This function prints a summary of all Tip amounts entered for Purchase and Pre-Auth Advice
transactions stored in the current or a previous batch.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to TIP TOTALS, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure..
(If no Clerk ID is entered, the results for all Clerk IDs are printed.)
The PRINT DATE OR BATCH? prompt appears.
4. Press the
key (for Tip totals by date) or the
key (for Tip totals by batch):
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If you pressed the
date)...
key (Tip totals by
key (Tip totals by
The START DATE (YY)MMDD entry screen
appears.
The BATCH NUMBER entry screen
appears.
a. Key in the Start date (the year is optional),
and press the
key.
a. Key in the Batch number, or leave this
field blank (for the current batch), and
press the
key.
Note: The date format is year (YY), month
(MM), and day (DD) (e.g., to enter Dec. 31,
2013, you would key in 131231).
The START TIME [HHMM] menu appears.
b. Key in the Start time, and press the
key.
Note: The time format is hours (HH) and
minutes (MM) (e.g., to enter 1:00 AM, you
would key in 0100).
The END DATE (YY)MMDD entry screen
appears.
c. Key in the End date (year is optional), and
press the
key.
Note: The date format is year (YY), month
(MM), and day (DD) (e.g., to enter Dec. 31,
2013, you would key in 131231).
The END TIME [HHMM] entry screen
appears.
d. Key in the End time, and press the
key.
Note: You must enter a valid End time value.
The time format is hours (HH) and minutes
(MM) (e.g., to enter 11:59 PM, you would key
in 2359).
The terminal prints the report and then returns
to the READY screen.
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If you pressed the
batch)...
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The terminal prints the report and then
returns to the READY screen.
9
Reports
9.7 Printing a Help List
This report lists all the functions and transactions that are enabled on the terminal and the
corresponding Admin Shortcut Code.
From the READY screen or the TERMINAL SETUP REQUIRED prompt:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll up (it's faster) to HELP LIST, and press the
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
The terminal displays PRINTING while it prints the report then returns to the READY
prompt.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
9.8 Merchant Subtotals Report
This function prints the merchant totals for the current batch from the Moneris Host.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to MERCH SUBTOTAL, and press the
The terminal communicates with the Moneris Host.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
4. The terminal displays PRINTING while it prints the report then returns to the READY
screen.
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9.9 Printing the Pre-Authorization List
This report lists all Pre-Authorization transactions in the terminal memory that match the
criteria you select.
Criteria are:
•
Open or closed
•
Transaction Date
•
Batch Number
The results are printed.
Note: Visa Debit transactions may appear under "VISA" on the report (i.e., there may be no
distinction between Visa credit and debit transactions).
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to PRE-AUTH LIST, and press the
The SWIPE ADMIN CARD prompt appears.
key.
4. Swipe the POS Admin card, or simply press the
The PRE-AUTH LIST menu appears.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
5. Select the type of Pre-Authorization transaction:
•
To print only Pre-Authorizations that have NOT been completed (i.e. an Advice has
NOT been processed for this Pre-Authorization), select OPEN.
•
To print only Pre-Authorizations that have been completed (i.e. an Advice has been
processed for this Pre-Authorization), select CLOSED.
•
To print all Pre-Authorizations, Open and Closed, in the terminal memory, select
BOTH.
The PRINT DATE OR BATCH? prompt appears.
6. Select the order in which you want the Pre-Authorization transactions to be listed in the
report:
226
•
To print the report by date, press the
key (DATE).
The DATE ( YY) MMDD entry screen appears.
Simply press the
key.
•
To print the report for a specific date, press the
The DATE ( YY) MMDD entry screen appears.
Key in the date, and press the
key.
key (DATE).
•
To print the report by Batch number, press the
The BATCH NUMBER entry screen appears.
Simply press the
key.
key (BATCH).
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•
To print the report for a specific Batch number, press the
The BATCH NUMBER entry screen appears.
Key in the batch number and press the
key.
Reports
key (BATCH).
7. The terminal displays PRINTING while it prints the report then returns to the READY
prompt.
9.10
Delete a Pre-Authorization using Transaction Inquiry
You can delete a Pre-Authorization transaction that will not be completed (e.g. the cardholder
choose another method of payment when the final amount was known) in order to ensure that
it is not completed accidentally.
Perform a Transaction Inquiry function using the "Card Number" and " Trans to Search"
criteria to find the Pre-Authorization transaction you wish to delete. When the PRINT OR
DISPLAY? prompt appears:
key to select DISPLAY.
A. Press the
The terminal searches its memory for matching transactions.
B. The Trans Inquiry Menu displays the matching transactions on the screen, one transaction
per line.
To select a particular Pre-Authorization transaction, scroll through the list until the transaction
key.
is highlighted then press the
Note: Pre-Authorization transactions begin with 'PA'.
TRANS INQUIRY
TTNNNN $999.99
TTNNNN $999.99
TTNNNN $999.99
TT = Transaction Type:
P = Purchase
R = Refund
PA = Pre-Authorization
A = Advice
VP = Void Purchase
VR = Void Refund
Y = Payment
VY = Void Payment
NNNN = last 4 digits of the Card number
999.99 = last 5 digits of the transaction amount
C. Detailed information about the selected transaction appears.
TRANS INQUIRY
CCCCCCCCCCC XXXX
TT $999,999.99
NEXT
REPRINT
CCCCCCCCCCC = last 11 digits of the Card number
XXXX:
- for Credit (and some debit chip cards)= transaction date
- for Debit = CHQ or SAV
TT = Transaction Type (see above)
999,999.99 = transaction amount
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D. Press the
key (NEXT).
The DELETE PRE-AUTH? screen appears.
DELETE PRE-AUTH?
CCCCCCCCCCC MMDD
TT $999,999.99
NEXT
DELETE
E. Confirm that this is the correct transaction then press the
from the terminal memory.
key (DELETE) to remove it
IMPORTANT: Once deleted, the Pre-Authorization transaction can no longer be
completed using the Advice transaction.
F. The terminal deletes the Pre-Authorization from the terminal memory and returns to the
Trans Inquiry Menu.
To select another Pre-Authorization transaction to delete, repeat steps B through E.
To return to the READY screen, press the
key repeatedly.
9.11
Private Label Transactions on Reports
Private label transactions appear as a separate card type on all reports that include credit card
transactions including:
228
•
Stored Transactions List
•
Transaction Inquiry
•
Deposit Total Inquiry
•
Clerk Subtotals Inquiry
•
Multiple Terminal Report
•
Merchant Subtotals Report
•
Current Batch Totals Report
•
Tip Totals Report
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9.12
Reports
Printing a Stored Transactions Report
This report contains information about the transactions in the terminal's memory. It prints
only the terminal totals (i.e. the number of transactions and total dollar amount by card type),
or a list of all transactions in the terminal's memory by date or by batch number followed by
the terminal totals.
Note: This is the only report that lists information about Cashback transactions. It includes
the number of transactions utilizing Cashback and the total dollar amount of all Cashback
transactions in the terminal memory.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
Note: This is the only report that identifies chip card
transactions. See step 7.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to TRANS LIST, and press the
The SWIPE ADMIN CARD prompt appears.
4. Swipe the POS Admin card, or simply press the
The PRINT DATE OR BATCH? prompt appears.
key.
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
5. Select the sorting method for the report:
key to print the transactions that occur on a specific date.
Press the
key to print the transactions that occur in a specific batch.
Press the
Note: Select the
procedure.
key if you are printing a Transactions List for the End-of-Day
6. If you pressed the
key for Date, key in the date in YYMMDD format.
key for Batch, key in the Batch number.
If you pressed the
OR simply press the
key to include all transactions in the terminal memory.
The PRINT TOTALS ONLY? prompt appears.
key
7. If you wish to print only the totals for each card type on the report, press the
(YES).
If you wish to print information on each transaction individually as well as totals for the
key (NO).
report, press the
Note: Press the
key if you are printing a Transactions List for the End-of-Day procedure.
Note: Select the
key if you wish to determine which transactions were processed using a
chip card. On the report, the word "CHIP" will appear on the same line as the card name if a
chip card was inserted for that transaction.
The terminal prints the report then returns to the READY screen.
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9
Reports
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
9.13
Transaction Inquiry Report
This report lists all transactions that match the criteria you select. If you do not select any
criteria (i.e. you simply press the
key as each criteria appears), all transactions in the
terminal memory are listed.
Criteria are:
•
Clerk ID
•
Card Type
•
Card Number
•
Amount
•
Type of Transaction
•
Date of Transaction
The results can be printed or displayed on the terminal screen.
Note: Visa Debit transactions may appear under "VISA" on the report (i.e., there may be no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key on the keypad.
The MAIN MENU appears.
2. Scroll down and select REPORTS.
The REPORT FUNCS menu appears.
3. Scroll down and select TRANS INQUIRY.
The SWIPE ADMIN CARD prompt appears.
4. Swipe the POS Admin card, or simply press the
key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The criteria appear in order:
5. The list of card types appears, beginning with ALL CARDS.
To select all card types, ensure ALL CARDS is highlight then press the
key.
OR
To select a specific card type, scroll down the list until the card type you wish to select
key.
is highlighted then press the
6. The CARD NUMBER prompt appears.
To select all Card numbers, simply press the
key.
OR
To select a specific card, key in the Card number and press the
7. The ENTER AMOUNT entry screen appears.
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key.
9
Reports
To select all transactions regardless of amount, simply press the
key.
OR
To select transactions of a specific amount, key in the amount and press the
key.
8. The list of transaction types appears, beginning with ALL TRANS.
To select all transaction types, ensure ALL TRANS in highlighted then press the
key.
OR
To select a specific transaction type (e.g. Refunds), scroll through the list until the
key.
transaction type you wish to select is highlighted then press the
9. The DATE ( YY) MMDD prompt appears.
To select all transactions regardless of the date they were processed, simply press the
key.
OR
To select transactions processed on a specific date, key in the date in the format
key.
indicated on the screen (the 2-digit year is optional) and press the
10. The PRINT OR DISPLAY? prompt appears.
To print the list of matching transactions, refer to "Transaction Inquiry - Printed
Report".
To print a duplicate of the Merchant copy of a receipt, refer to "Transaction Inquiry Reprint the Merchant copy".
To delete a Pre-Authorization transaction, refer to "Transaction Inquiry - Delete a PreAuthorization".
9.13.1
Printing a Transaction Inquiry Report
Begin a Transaction Inquiry then, when the PRINT OR DISPLAY? prompt appears:
A. Press the
key to select PRINT.
The terminal searches its memory for matching transactions.
B. The terminal displays PRINTING while the report is printed.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
The terminal returns to the READY prompt.
9.13.2
Transaction Inquiry - Reprinting the Merchant Receipt Copy
Begin a Transaction Inquiry then, when the PRINT OR DISPLAY? prompt appears:
A. Press the
key to select DISPLAY.
The terminal searches its memory for matching transactions.
B. The Trans Inquiry Menu displays the matching transactions on the screen, one transaction
per line.
To select a particular transaction, scroll through the list until the transaction is highlighted
key.
then press the
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Reports
TRANS INQUIRY
TTNNNN $999.99
TTNNNN $999.99
TTNNNN $999.99
TT = Transaction Type:
P = Purchase
GP = Gift Purchase
R = Refund
RF = Loyalty/Gift Refund
RD = Loyalty Redemption
PA = Pre-Authorization
A = Advice
VP = Void Purchase
VR = Void Refund
V = Loyalty/Gift Void
Y = Payment
VY = Void Payment
AL = Loyalty/Gift Activate/Load
DA = Loyalty/Gift Deactivate
NNNN = last 4 digits of the Card number
999.99 = last 5 digits of the transaction amount
C. Detailed information about the selected transaction appears.
To print a duplicate of the Merchant copy of the receipt, press the
key (NEXT).
To return to the Trans Inquiry Menu, press the
TRANS INQUIRY
CCCCCCCCCCC XXXX
TT $999,999.99
NEXT
REPRINT
key (REPRINT).
CCCCCCCCCCC = last 11 digits of the
Card number
XXXX:
- for Credit (including some debit chip
cards) and loyalty/gift cards = transaction
date
- for Debit = CHQ or SAV
TT = Transaction Type (see above)
999,999.99 = transaction amount
D. The terminal prints the Merchant copy of the receipt (with a signature line if it was present
on the original receipt) and returns to the Trans Inquiry menu.
To select another transaction to reprint, scroll through the list until the transaction is
highlighted then press the
key.
To return to the READY screen, press the
key repeatedly.
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End-of-Day Procedure
If your merchant account is set up for Merchant Close settlement, you must process a Batch
Close transaction in order to have the funds from your POS transactions deposited to your
business account. If your merchant account is set up for System Close settlement, Moneris
automatically closes your batch for you at the end of each day. You must verify transaction
totals on a daily basis.
10.1
Merchant Close
IMPORTANT: At the end of each business day you must process a Close Batch
transaction in order to have the funds from your POS transactions deposited to your
business account.
You will need to perform three tasks:
Task 1: Perform a debit/credit Stored Transactions report by batch on the terminal to be
closed.
Task 2: Perform a debit/credit Close Batch for a single terminal OR
If Multi-Terminal Reporting is enabled, a Multi-Terminal Report for a group of named
terminals.
Task 3: Compare the totals on the two reports.
Note: If the debit/credit totals do not match, call the Moneris Merchant Service Centre for
reconciliation assistance.
If Moneris Loyalty/Gift programs are enabled on your terminal, at the end of each of the
aforementioned debit/credit reports the PRINT ERNEX REPORT? prompt appears.
If you wish to print the equivalent loyalty/gift report and close the loyalty/gift batch
key to select YES when
immediately following the debit/credit operations: Press the
the PRINT ERNEX REPORT? prompt or CLOSE ERNEX BATCH? prompt appears
respectively.
If you wish instead to close the Loyalty/Gift batch separately from the debit/credit batch,
you will have to print the loyalty/gift Stored Transactions report and then close the
loyalty/gift batch from the Ernex REPORT FUNCS menu.
Note: If loyalty/gift totals do not match, call the Moneris Merchant Service Centre (i.e.,
Merchant Customer Service) for reconciliation assistance.
If the Air Miles Rewards program is enabled on your terminal, reward transactions are saved
on the terminal then forwarded to the Moneris Host in small groups. You do not need to
process an administrative transaction in order to close Air Miles transactions. It is
recommended, however, that you check at the end of the day to ensure all Air Miles Rewards
transactions have been forwarded to the Moneris Host.
A. Check the REWARDS MENU to see if the SAF INQUIRY transaction appears.
• If it does not, all transactions have been forwarded.
• If it does, perform an UPLOAD SAF transaction.
B. Print a Reward Daily Totals report for your records.
Note: You may wish to enable the ARE TOTALS BALANCED? prompt to appear during a
Close Batch to remind you to perform Task 3.
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10
End-of-Day Procedure
10.2
System Close
You will need to perform three tasks:
Task 1: Print a Stored Transactions on the terminal to be closed.
Task 2: Print a Merchant Subtotals Report.
Note: The Merchant Subtotals report must be printed before 11:00 p.m. local time.
Task 3: Compare the totals on the two reports: Confirm that the totals on the Stored
Transactions report (printed in Task 1) match the totals on the Merchant Subtotals report
(printed in Task 2). If they do not match, call the Moneris Merchant Service Centre for
reconciliation assistance.
10.3
Close Batch
Chip card totals are rolled into the card totals, not a separate card type
Note: Refer to "Multi-Terminal Reporting" to close multiple terminals at one time.
Refer to "Current Batch Totals Report" to print the report without closing the batch.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
3. Press the
key.
key to select CLOSE BATCH.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
Note: If this prompt appears, you must enter the Clerk ID even if the Default Clerk ID
feature has been enabled.
The terminal communicates with the Moneris Host then prints the CURRENT BATCH
TOTALS report.
The CLOSE BATCH? prompt appears.
4. Press the
account.
key (YES) to close the current batch and have funds deposited to your
Note: If you press the
key (NO), the Close Batch will be cancelled and funds will not be
deposited to your account. If you perform the Close Batch again later and press the
key
(YES), the funds will be deposited at that time.
If enabled, the ARE TOTALS BALANCED? prompt appears.
a. Confirm that the totals on the CURRENT BATCH TOTALS report match the totals
on the TERMINAL BATCH TOTALS report (printed from the Print Stored
Transactions report).
b. If the totals do not match, contact the Moneris Merchant Service Centre the next
business day for reconciliation assistance.
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End-of-Day Procedure
5. The terminal communicates with the Moneris Host again, finishes printing the report, and
returns to the READY screen.
If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report
after a Financial Report" procedure.
10.4
Multi-terminal Reports
10.4.1
Multi-Terminal Report for All Terminals
This function does not compare totals stored in the terminal memory to totals stored on the
Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals
Report (selected in step 5) or print a stored Transactions List report on each of the terminals
selected.
Note: You can also perform a Multi-Terminal Report for a group of terminals or one or more
terminals by name.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to MULTI TERM RPT, and press the
The CLOSE BATCHES? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. To close the batch on the selected terminal, press the
key (YES).
key (NO).
To skip closing the batch for that terminal, press the
The GET DEPOSIT TOTALS? prompt appears.
5. To print the Deposit Totals report for the selected terminal, press the
key (NO).
To skip printing the report for that terminal, press the
key (YES).
Note: If you press the
key (NO) for both the CLOSE BATCHES? and the GET
DEPOSIT TOTALS? prompts, the terminal returns to the READY screen.
The MULT TERM menu appears.
6. Scroll down to ALL TERMINALS, and press the
key.
The terminal communicates with the Moneris Host then, if the Deposit Totals report was
requested in step 5, displays PRINTING while it prints the report and returns to the READY
screen.
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End-of-Day Procedure
10.4.2
Multi-Terminal Report for One or More Terminals by Name
This function does not compare totals stored in the terminal memory to totals stored on the
Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals
Report (selected in step 5) or print a stored Transactions List report on each of the terminals
selected.
Note: You can also perform a Multi-Terminal report for all terminals or a group of terminals.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
IMPORTANT: You must know the terminal name in order to perform this function for
one terminal.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to MULTI TERM RPT, and press the
The CLOSE BATCHES? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. To close the batch on the selected terminal, press the
key (YES).
key (NO).
To skip closing the batch for that terminal, press the
The GET DEPOSIT TOTALS? prompt appears.
5. To print the Deposit Totals Report for the selected terminal, press the
key (NO).
To skip printing the report for that terminal, press the
key (YES).
Note: If you press the
key (NO) for both the CLOSE BATCHES? and the GET
DEPOSIT TOTALS? prompts, the terminal returns to the READY screen.
The MULT TERM menu appears.
6. Press the
key to select NAME.
The ENTER TERM NAME TO BE PROCESSED entry screen appears.
key. ( Refer to " Entering Alphabetic
7. Key in the terminal name and press the
Characters and Punctuation ".)
The MULT TERM menu appears indicating that 1 terminal is pending (i.e. MULT TERM [01
PEND]).
To select additional terminals by name, repeat steps 6 and 7.
When you have selected all the terminals you wish, go to step 8.
Note: You may select up to 20 terminals by name to process at one time. When you enter the
twentieth terminal name, the terminal automatically processes the list then returns to the
MULT TERM menu. You can then add additional terminals.
8. Scroll down to PROCESS LIST, and press the
key.
The terminal communicates with the Moneris Host then, if the Deposit Totals report was
requested in step 5, displays PRINTING while it prints the report and returns to the READY
screen.
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10.4.3
End-of-Day Procedure
Multi-Terminal Report for One or More Groups of Terminals
This function does not compare totals stored in the terminal memory to totals stored on the
Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals report
(selected in step 5) or print a stored Transactions List report on each of the terminals selected.
Note: You can also perform a Multi-Terminal Report for all terminals or one or more
terminals by name.
Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no
distinction between Visa credit and debit transactions).
Note: Flash transactions are included in "INTERAC" totals on the report.
IMPORTANT: You must know the Terminal Group ID in order to perform this
function for a group of terminals.
From the READY screen:
1. Press the
key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the
The REPORT FUNCS menu appears.
key.
3. Scroll down to MULTI TERM RPT, and press the
The CLOSE BATCHES? prompt appears.
key.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
4. To close the batch on the selected terminal, the
key (YES).
key (NO).
To skip closing the batch for that terminal, press the
The GET DEPOSIT TOTALS? prompt appears.
5. To print the Deposit Totals Report for the selected terminal, press the
key (NO).
To skip printing the report for that terminal, press the
key (YES).
Note: If you press the
key (NO) for both the CLOSE BATCHES? and the GET
DEPOSIT TOTALS? prompts, the terminal returns to the READY screen.
The MULT TERM menu appears.
6. Scroll down to GROUP, and press the
key.
The ENTER GROUP ID TO BE PROCESSED entry screen appears.
key. ( Refer to " Entering Alphabetic
7. Key in the Terminal Group ID, and press the
Characters and Punctuation ".)
The MULT TERM menu appears indicating that 1 Group ID is pending (i.e. MULT TERM
[01 PEND]).
To select additional terminals by Group ID, repeat steps 6 and 7.
When you have selected all the groups you wish, go to step 8.
Note: You may select up to 20 Group IDs to process at one time. When you enter the
twentieth Group ID, the terminal automatically processes the list then returns to the
MULT TERM menu. You can then add additional groups.
8. Scroll down to PROCESS LIST, and press the
key.
The terminal communicates with the Moneris Host then, if the Deposit Totals report was
requested in step 5, displays PRINTING while it prints the report and returns to the READY
screen.
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11
Troubleshooting
Assistance can be accessed in a number of ways. You may:
11.1
•
Refer to other Moneris iCT250 documentation
•
Call the Moneris Merchant Contact Centre
•
Use the Merchant Direct Secure Message Centre
Additional Documentation
To download a copy of the Moneris iCT250 Using Your Terminal guide:
1. Visit: moneris.com/guides
2. Click on the link "iCT250 v2.31 Reference Guide"
To download a printable PDF file of this Operating Manual:
1. Visit: moneris.com/manuals
2. Click on the link "iCT250 v2.31 Operating Manual"
To download a copy of the Merchant Operating Manual:
1. visit: moneris.com/manuals
2. Click on the link "Merchant Operating Manual"
11.2
Telephone Assistance
WHEN YOU NEED:
CONTACT:
+ to order stationery supplies and printer rolls
+ to resolve balancing issues
+ to solve problems with your terminal
+ to report a Code 10 situation
+ to change your terminal configuration
Moneris Merchant
Service Centre
1-866-319-7450
toll-free
24 hours a day, 7 days a week
+ Voice Authorizations
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11
Troubleshooting
11.3
Merchant Direct
Log in to Merchant Direct, and use the Message Centre to send a secure message directly to
the Moneris Merchant Service Centre.
1. Visit moneris.com/mymerchantdirect for more information.
11.4
Troubleshooting
If your terminal is not working properly and an error message appears on the screen, go to the
list of Error Messages and locate the message you see on the terminal. If the problem appears
to be with the hardware, go to the list of Hardware Problems and locate the symptom. Then,
review the possible problems and try the suggested solution.
If your external PINpad (if attached) is not working properly, and an error message appears
on the PINpad screen, go to the list of PINpad error messages.
Note: Please keep any receipts printed during problem transactions. The Service Centre
representative may require information that appears on the receipts.
IMPORTANT: If you are using PUBLIC IP communications, you may need to contact
your ISP for assistance before contacting Moneris. Check the Error Message or
Hardware Problem resolution to determine if this is the case.
If this does not resolve the problem, contact the Moneris Merchant Service Centre for
assistance.
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11
11.5
Troubleshooting
Error Messages on the iCT250 Terminal
A message will appear on the display if an error occurs. In the table below, find the error
message that appears on the terminal and try the solution. If the error message re-appears,
contact the Moneris Merchant Service Centre for assistance.
If an error message appears on the external PINpad, refer to the " Error Messages on the
PINpad " section.
IMPORTANT: If you are using PUBLIC IP communication, you may need to contact
your ISP for assistance before contacting Moneris. Check the Error Message resolution
to determine if this is the case.
All error messages are listed in alphabetical order (regardless of their cause).
ERROR MESSAGE
PROBLEM & SOLUTION
This icon (which always appears at the top of the display screen)
is coloured green when an Ethernet connection has been
established.
not coloured green
= Ethernet
Connection
Not Available
If the terminal has a dial cable connected to a phone jack and dial
communication have been configured, the terminal will attempt
to use dial communications.
Check that your Internet service is available.
- If it is not available, contact your ISP.
- If it is available, contact the Moneris Merchant Service Centre
for assistance.
This symbol appears in top left corner of the terminal display
when the SAF log is nearly full.
= SAF Log 90% Full
A manual SAF Upload transaction should be performed as soon
as possible.
This symbol appears in top left corner of the terminal display
when the SAF log is full.
= SAF Log is
100% Full
The next time the terminal returns to the READY screen, it will
perform an automatic SAF Upload. No other transactions (Air
Miles, debit, credit or Ernex) can be processed until the SAF
Upload has been successfully completed.
Wait while the terminal performs the SAF Upload.
Do NOT cancel the SAF Upload. It must be completed before
any other transactions can be performed.
"TRAINING"
(top of the screen)
= Training Mode
The text "TRAINING" appears when the terminal is in Training
mode.
Exit Training mode to remove this text and replace with
"READY" on the display
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
AMOUNT EXCEEDED
RETURN TO CLERK
The Refund Amount entered exceeds the limit set on the terminal
during Initialization.
or
AMOUNT EXCEEDED
RETURN PINPAD
- Ask the cardholder to return the PINpad/ terminal.
- Press the
key to display the merchant prompts.
- The REFUND LIMIT EXCEEDED prompt appears.
ASSERT
Contact the Moneris Merchant Service Centre for assistance.
CHECK PINPAD
The external PINpad has been enabled but the terminal cannot
communicate with it.
If this message appears on the terminal:
- at the beginning of a transaction:
- Press tthe key on the PINpad.
- in the middle of a transaction:
key on the PINpad.
- Press the
Then
- Ensure the PINpad cable is securely connected to the PINpad
and the terminal magic box.
- Retry the transaction.
If there is no external PINpad attached to the terminal, disable
the external PINpad and re-initialize the terminal.
CHECK PRINTER
A problem has been detected with the printer.
Open the printer and check that:
- there is paper in the printer
- the paper feed is clear.
- the paper roll is seated correctly.
Close the printer lid and ensure that it is closed completely.
If the problem is fixed:
The printer will finish printing the receipt or report that was in
progress and complete the transaction.
If the problem is not fixed:
Press the
key. The terminal will complete the transaction.
Fix the problem then reprint the transaction.
Note: Transactions should not be performed until the printer
problem is fixed.
CHIP NOT ALLOWED
DO PURCHASE
PRESS OK
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Moneris iCT250 Operating Manual
- Press the
key again to return to the READY screen.
- Process a Purchase using the Chip card
OR
- request another credit card and retry the Pre-Authorization.
11
Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
CHIP NOT ALLOWED
DO PURCHASE
REMOVE CARD
A chip card has been used to attempt a Pre-Authorization
transaction and the terminal is not configured to allow this.
If this appears during merchant prompts:
- You remove the chip card
- Press the
key to return to the READY screen.
If this message appears during the cardholder prompts:
- the cardholder removes the card.
- The CHIP NOT ALLOWED DO PURCHASE RETURN TO
CLERK prompt appears.
CHIP NOT ALLOWED
DO PURCHASE
RETURN TO CLERK
The cardholder passes the terminal back to you.
key. The CHIP NOT ALLOWED DO
- Press the
PURCHASE PRESS OK prompt appears.
- Press the
key again to return to the READY screen.
- Process a Purchase using the Chip card
OR
- request another credit card and retry the Pre-Authorization.
CHIP TYPE
NOT SUPPORTED
REMOVE CARD
The chip on the chip card cannot be used on this terminal.
CLERK ID NOT
SETUP
PRESS OK
The Default Clerk ID has not been set.
- Remove the chip card.
- The SWIPE OR INSERT CARD prompt appears.
- Swipe the chip card on the magnetic stripe card reader to start
the transaction.
Press the
key to return to the READY screen.
If you wish to use a Default Clerk ID, add the Default Clerk ID.
OR
If you wish to use a number of Clerk IDs, change the prompt for
Clerk ID to YES.
COMMUNICATION
PROBLEM WITH
ERNEX
The Moneris/Ernex Host Communication Test failed.
Press
to return to the READY screen.
Contact the Moneris Merchant Service Centre for assistance.
CONTACTLESS
TRANSACTION
LIMIT EXCEEDED
A credit card was tapped for an amount that exceeds the card’s
maximum Contactless Dollar Value. If the card has a chip, insert
it into the terminal chip reader; otherwise, swipe the card.
CUSTOMER INSERT CARD
INTO READER
A chip card was swiped on the Magnetic Stripe Card Reader
instead of inserted into the chip card reader.
DECLINED...
See Declined Messages.
Insert the card into the chip card reader to start the transaction.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
DO A PURCHASE
WITH CHIP CARD
The chip card cannot be used for a Pre-Auth transaction because
the terminal is not configured to allow this. Retrieve the terminal
or ipp320, remove the chip card, press the
key, and perform
a Purchase using the chip card.
DUPLICATE
TERMINAL NAME
The terminal name you have attempted to assign to this terminal
is already assigned to another one of your terminals.
Try keying in another terminal name.
OR
To assign the terminal name to this terminal, first delete it from
the other terminal then assign it to this one.
EMV DATA
MAC FAILURE
CHECK PINPAD
Contact the Moneris Merchant Service Centre for assistance.
ERNEX
INITIALIZATION
FAILED
There has been a terminal, host or communication problem
during the Initialization to the Ernex Host.
Press the
key to return to the READY screen.
IMPORTANT: The terminal must be initialized before any
other transactions (loyalty/gift or debit or credit) can be
performed.
Try to re-initialize again. If this does not work, Contact the
Moneris Merchant Service Centre for assistance.
ERNEX
INITIALIZATION
REQUIRED
The Moneris/Ernex Host is requesting a re-initialization of the
terminal.
ERROR 401
COMM ERROR
An unknown communication error has occurred.
Re-initialize for Ernex.
Press the
key to return to the READY screen and try the
transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
ERROR 402
HOST DISCONNECT
The Host has dropped the connection to the terminal during a
transaction.
key to return to the READY screen and try the
Press the
transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
ERROR 403
CONNECTION LOST
The terminal has lost the connection to the Host during a
transaction.
key to return to the READY screen and try the
Press the
transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
ERROR 405
NO ENQ FROM HOST
This applies to Dial Communications only.
The terminal has connected to the Host but the Host has not
responded with the ENQ to begin data transmission.
Press the
key to return to the READY screen and try the
transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
ERROR 406
NO NETWORK RESP
The terminal has sent the transaction request to the Host but the
Host has not responded.
key to return to the READY screen and try the
Press the
transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
ERROR 407
ACK NOT SENT
The application did not send the final message to the Moneris
Host. The transaction is considered cancelled.
key.
- Press the
- If a chip card was used in the transaction, remove the chip card.
- Any receipts finish printing with CANCELLED on them.
- The READY screen appears.
ETHERNET COMMS
ERROR-DIAL USED
PRESS OK
The terminal was unable to communicate with the Moneris Host
over the Ethernet connection and dial backup was used to
process the transaction.
key to acknowledge the message and return to the
Press the
READY screen.
The terminal will revert to Ethernet communication for the next
transaction.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
ETHERNET DOWN
PRESS OK
The terminal has checked the Ethernet connection and
determined that it is unavailable for communication.
Press the
following:
key to return the READY screen then check the
- Check all the cables to ensure everything is plugged in
tightly.
- Check that the router and hub/switch (if any) are
functioning.
If you use Public Internet: Contact your ISP (Internet
service provider) for assistance.
If you use Private Internet: Call the Moneris Merchant
Service Centre.
If you use Corporate WAN: Call your corporate help desk
to confirm that the Corporate WAN is functioning
properly.
GIFT CARD
MUST BE SWIPED
You have tried to key in a gift card number for a transaction that
does not support manual entry.
Swipe the gift card on the Magnetic Stripe Card reader to
continue.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
HOST CONNECTION
FAILED
The terminal has attempted to connect to the Moneris Host and
has failed. The terminal will display this message for 3 seconds
then return to the previous prompt.
Wait for a few minutes, and then try the transaction again. If the
message reappears, do the following:
1. Check all the cables to ensure everything is correctly plugged
into the base to which the terminal is registered. If you
unplug/re-plug the cables, ensure that you re-plug the Ethernet
and/or dial cable(s) to the base first before re-plugging the power
cable.
2. Do one of the following:
- If the terminal is configured for dial: If the terminal must use a
prefix to dial out, ensure that the dial PREFIX parameter has
been configured correctly.
- If the terminal is configured for Ethernet:
a. Check that the router and hub/ switch (if any) are functioning
(refer to the IPReadiness Checklist at moneris.com/checklist to
confirm that you firewall rules are correct).
b. Confirm that the network is functioning:
- Public Internet: Contact your ISP (Internet service provider)
for assistance.
- Corporate WAN: Call your corporate help desk to confirm
that the corporate WAN is functioning properly.
3. If the message reappears, contact the Moneris Merchant
Service Centre for assistance.
INCORRECT PIN -LAST RETRY
PRESS OK
The cardholder has not entered the correct PIN, i.e. (the PIN
entered does not match the PIN on the card). The cardholder can
retry entering their PIN correctly one last time.
INCORRECT PIN
PRESS OK
The PIN entered does not match the PIN on the card.
- The cardholder presses the
key.
- The ENTER PIN & OK prompt re-appears.
- The cardholder re-enters their PIN correctly to continue the
transaction.
For chip cards with PIN: If the cardholder cannot remember their
PIN the card may approve the transaction or the terminal may
prompt for a signature at the end of the transaction or the
transaction may be cancelled. If the transaction was cancelled,
request another form of payment.
For debit cards: If the debit cardholder cannot remember their
PIN, the transaction cannot be completed. Ask for another form
of payment.
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ERROR MESSAGE
PROBLEM & SOLUTION
INCREMENTS OF 10
DOLLARS, PLEASE
The Cashback amount that was entered is not a rounded amount
(i.e., there must be no cents included, and the dollar position
must be zero).
Key in a Cashback amount like $10 or $20 or $30 or $40, etc.
INITIALIZATION
ERROR
PLEASE WAIT
Please wait while the terminal is re-establishes an Ethernet
connection to the Host in order to retry the initialization.
INITIALIZATION
ERROR
RETRYING TRANS
If the Initialization process is not successful because of a
communication problem, the terminal will automatically retry the
Initialization once.
When the connection is established, the INITIALIZATION
ERROR RETRYING TRANSACTION prompt appears.
Please wait while the terminal retries the Initialization.
This message is displayed until the Initialization retry is
successfully under way or the retry fails and a new error message
is displayed.
INITIALIZATION
FAILED, CONTACT
SERVICE CENTRE
There has been a terminal, host or communication problem
during the Initialization.
Press the
key to return to the READY screen.
Contact the Moneris Merchant Service Centre for assistance.
INITIALIZATION
FAILED, MERCHANT
ID ERROR
The Merchant ID entered during the Initialization was not
correct.
key to return to the READY screen
- Press the
- Check the Merchant ID.
- Retry the Initialization.
If the Merchant ID was entered correctly and the message reappears, contact the Moneris Merchant Service Centre for
assistance.
INITIALIZATION
FAILED
RETRYING TRANS
If the Initialization process is not successful, the terminal will
automatically retry the Initialization once.
Please wait while the terminal retries the Initialization.
This message is displayed until the Initialization retry is
successfully under way or the retry fails and a new error message
is displayed.
INITIALIZE
ERNEX
The Moneris/Ernex Host is requesting a re-initialization of the
terminal.
Re-initialize for Ernex.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
INIT FAILED-###
CALL HELP CENTRE
PRESS OK
There has been a parameter error during the Initialization. ###
indicates the specific error.
- Record the 3-digit number that appears where the ### is in this
example.
key to return to the READY screen.
- Press the
Contact the Moneris Merchant Service Centre for assistance.
INIT REQ'D
The Moneris Host is requesting a re-initialization of the terminal.
Re-initialize the terminal.
INSUFFICIENT
POINTS FOR
REDEMPTION
INVALID CARD NO.
There are not enough points on the card to redeem the number of
loyalty points requested.
Perform a loyalty/gift Card Inquiry to obtain the balance on the
card then retry the Redemption with a valid number of points.
The swiped card failed the MOD 10 check.
If the READY screen appears, retry the transaction.
If the SWIPE OR INSERT CARD prompt appears, try swiping
the card again.
If this message reappears, contact the Moneris Merchant Service
Centre for assistance.
INVALID CARD
TYPE
The card that was swiped cannot be used for this transaction.
Ask for another card (e.g. a credit card) and retry the transaction.
Try swiping the card again. If this message reappears, press the
key to cancel the transaction and retry the debit or credit
transaction.
INVALID DATE
The date entered is not a valid date.
The date must be entered in the MMDD or YYMMDD format
and must be a valid calendar date, e.g. 0231 ( Feb. 31) is not a
valid date.
Check the date and re-enter it when the prompt re-appears.
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ERROR MESSAGE
PROBLEM & SOLUTION
INVALID ENTRY
While in Training mode you have attempted to enter a
transaction amount, a Cashback amount or a Tip amount greater
than $1.00.
When the prompt reappears, key in an amount of $1.00 or less
and press the
key to continue.
OR
The information you have entered for the loyalty/gift transaction
is not valid. Check the information and retry.
Note: This message will also appear (Enhanced Loyalty program
or Pro Loyalty program) if you entered a benefit amount (e.g.,
may be called "pre-tax" or something different if your setup is
customized) that is greater than the total transaction amount.
OR
The Air Miles Reward incentive you entered was greater than
0.99. Check the value and re-enter a value equal to or less than
0.99.
Invalid Expiry Date
The gift card that you entered has passed its expiry date. Request
another gift card.
Note: The expired card and its balance cannot be used again nor
can the balance be transferred to another card.
INVALID
EXPIRY DATE
PLEASE RETRY
The 4-digit Expiry date entered is not a valid date.
Check the date and re-enter it when the prompt re-appears.
The date must be entered in the MMDD format and must be a
valid calendar date, e.g., 0231 ( Feb. 31) is not a valid date.
INVALID IP
ADDRESS
The IP address entered does not match the standard IP address
format of #.#.#.# where each # can be a minimum of 1 and a
maximum of 3 digits long with a minimum value of 0 and a
maximum value of 255. For example:
0.10.127.255
Check the IP Address and re-enter it when the prompt re-appears.
INVALID PASSWORD
The password entered does not match the password downloaded.
INVALID PHONE #
The number that was keyed in is not the correct length.
Key in a 10-digit phone number (including the area code but
without any spaces).
250
Invalid Redemption
Points/Amount
You have entered a redemption value that is outside the
minimum or maximum value allowable for your loyalty program.
INVALID
TAG LIST
Contact the Moneris Merchant Service Centre for assistance.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
INVALID TIME
The time entered is not a valid time.
The time must be entered in the HHMM format and must be a
valid time (HH must be from 00 to 23 and MM must be from 00
to 59.)
Check the time and re-enter it when the prompt re-appears.
NO MATCH ON
PINPAD, CONTACT
SERVICE CENTRE
The terminal was unable to initialize due to an invalid PINpad
ID.
NO SUPPORTED
APPLICATIONS
REMOVE CARD
The applications available on the terminal do not match any of
the applications on the chip card.
Contact the Moneris Merchant Service Centre for assistance.
- If the chip card was inserted into the chip reader, remove the
card. Swipe the chip card on the magnetic stripe card reader to
continue the transaction
If the card was tapped, insert it into the chip reader; otherwise,
swipe it on the magnetic stripe reader.
No Totals Available
No loyalty/gift transactions have been processed since the last
loyalty/gift Batch Close.
NOT ACCEPTED
REMOVE CARD
The chip card inserted cannot be read
OR
A card-to-terminal communication error occurred.
- Remove the chip card.
If the SWIPE OR INSERT CARD prompt appears:
- re-insert the chip card to retry the transaction.
If the PURCHASE Ready screen appears:
- restart the transaction
If the SWIPE CARD prompt appears:
- Swipe the chip card on the Magnetic Stripe Card reader to
continue
If the NOT ACCEPTED message reappears:
- Remove the chip card.
- Request another form of payment.
NOT COMPLETED
PLEASE TRY AGAIN
The terminal has encountered a communication error during the
cardholder prompts.
or
If the cardholder is swiping or inserting the card:
NOT COMPLETED
RETURN TO CLERK
- Ask the cardholder to return the PINpad/ terminal.
- Press the
key to display the merchant prompts.
- A communication error message appears.
- Find the communication error message in this table and follow
the instructions.
or
NOT COMPLETED
RETURN PINPAD
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ERROR MESSAGE
PROBLEM & SOLUTION
OPTION
NOT AVAILABLE
The Admin code entered does not exist or the function has not
been configured on this terminal.
Check the Admin Shortcut Code and try again.
PERFORM ADM 60
PRINT CASHBACK
INFO, PRESS OK
The terminal is about to erase from its memory a transaction that
includes a Cashback amount and has not been printed on a Stored
Transactions List.
key.
- Press the
- Print a Stored Transaction List.
- Retry the transaction.
PIN MUST BE
4 TO 12 DIGITS
The cardholder has entered a PIN that was too short (less than 4
digits) or too long (more than 12 digits).
When the ENTER PIN prompt reappears:
- Ask the cardholder to enter the PIN again.
- Remind them that they must key in at least four digits (i.e. at
least four asterisks **** appear on the display) but no more than
key.
12 digits before pressing the
PIN TRIES
EXCEEDED
REMOVE CARD
PLEASE LOGON
The cardholder keyed in an incorrect PIN too many times in a
row for this transaction. The transaction is declined.
- If the REMOVE CARD message appears under the PIN
RETRIES EXCEEDED message, remove the chip card from the
chip card reader.
key.
- Press the
- Request an alternate form of payment.
The terminal has been logged off to protect it from attempts to
perform unauthorized transactions.
Perform a Logon transaction.
252
PLEASE WAIT
If this message appears when the terminal is powered on AND an
external PINpad is attached to the terminal, the PINpad is still
authenticating its applications. When the PINpad finishes its
authentication process, the terminal will finish its power up
process.
REFER CALL
Contact the Moneris Merchant Service Centre to obtain a voice
authorization. Once authorized, process an Advice Transaction.
Refund Amount
Greater Than
Original
The dollar amount you have entered for a loyalty/gift Refund is
greater than the amount in the original Purchase transaction.
Moneris iCT250 Operating Manual
Press the
key, and retry the Refund with the correct amount.
11
Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
REFUND LIMIT
EXCEEDED
PRESS OK
The total value of Refunds performed today is greater than your
daily Refund limit. Contact the Moneris Merchant Service
Centre for a temporary increase. Please have the original
Purchase receipt available for reference.
REINITIALIZATION
REQUIRED
The First Initialization attempt failed
OR
The Moneris Host has sent a Re-initialization request to the
terminal
OR
An item of the Host Setup for (Ethernet parameter)has been
changed on the terminal.
Try to re-initialize again.
REMOVE CARD
A chip card has been left in the chip card reader (in the terminal
or, if attached, the external PINpad) after the transaction was
completed. The terminal will beep once per second until the card
is removed.
Remove the chip card from the chip card reader. The Idle prompt
will appear on the screen.
RETRY - SYSTEM
PROBLEM ###
The Moneris Host was unable to process the transaction.
RETRY - SYSTEM
TIME OUT ###
The Moneris Host or the Third Party Host was unable to process
the transaction.
Retry the transaction.
If problem persists, contact the Moneris Merchant Service Centre
for assistance.
Retry the transaction.
If the problem persists, contact the Moneris Merchant Service
Centre for assistance.
RETRY TERMINAL
TIME-OUT
PRESS OK
The customer has taken too long to enter their PIN.
RETRY
TRANSACTION?
key to select YES and retry the transaction. The
Press the
CUSTOMER PRESS OK TO CONTINUE prompt appears. Pass
the terminal back to the customer and ask them to press the
key then re-enter their debit card information.
YES
NO
key.
- Press the
- The terminal will print the receipt(s) including a NOT
COMPLETED message then the RETRY TRANSACTION?
prompt appears.
Press the
key to select NO and return to the READY screen.
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ERROR MESSAGE
PROBLEM & SOLUTION
REWARD EXCEEDS
LIMIT
The total awards calculated for this Air Miles Rewards Purchase
or Air Miles Rewards Refund are greater than the maximum
reward limit configured on the terminal.
The READY screen re-appears.
Check the values entered during the Rewards transaction and
retry the transaction.
SAF UPLOAD
FAILED
The SAF Upload attempt (automatic during a transaction or
manually started from the terminal menus) was not completed.
Press the
key.
If this was an automatic SAF upload attempted during a
transaction (Close Batch or Multi-terminal Reporting),
the transaction is cancelled then the READY screen
appears.
If this was a manual SAF upload attempt, the READY
screen appears.
Wait a moment then retry the upload.
If the problem persists, contact the Moneris Merchant Service
Centre for assistance.
SAF UPLOAD
REQUIRED
The function you have attempted to process ( enter Training
mode or Initialization ) is not available until a SAF upload of the
Air Miles transactions in the SAF log has been processed.
Perform a manual SAF Upload then retry the function.
SYSTEM PROBLEM
PLEASE RETRY
One or more of the messages sent between the terminal and the
Moneris Host are missing data or have incorrect data.
Wait for a few minutes then try the transaction again.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
SYSTEM PROBLEM
RETRYING
The terminal is automatically retrying the transaction.
SYSTEM PROBLEM
SECURITY LIMIT
PLEASE RETRY
The terminal limits the number of PINs that can be entered in a
specific time frame.
Please wait until the terminal returns to the READY screen or
another message appears.
This message appears if the number of PINs entered exceeds that
limit. The current transaction is cancelled and debit and Chipwith-PIN transactions cannot be performed for a period of up to
10 minutes.
After 3 seconds the last line of this message changes to
"RETURN TO CLERK".
- Retrieve the terminal from the cardholder.
key twice.
- Press the
- Request an alternate form of payment.
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Troubleshooting
ERROR MESSAGE
PROBLEM & SOLUTION
SYSTEM PROBLEM
SECURITY LIMIT
RETURN TO CLERK
This message appears 3 seconds after the "SYSTEM PROBLEM
SECURITY LIMIT PLEASE RETRY" message appears.
or
SYSTEM PROBLEM
SECURITY LIMIT
RETURN PINPAD
TABLE FULL
- Retrieve the terminal from the cardholder.
- Press the
key twice.
- Request an alternate form of payment.
You have tried to add too many Clerk IDs or Terminal Names.
You can add a maximum of 255 different Clerk IDs and 100
different Terminal Names.
TAP FAILED
PLEASE INSERT
OR SWIPE CARD
The contactless reader was unable to read a card or (contactless
debit only) the card has been tapped for an amount that exceeds
its maximum Contactless Dollar Value. If the card is also a chip
card, insert it into the chip reader. If the card does not have a
chip, swipe the card on the terminal.
TCP CONNECTION
FAILED
The terminal has tested the Ethernet connection and was unable
to establish a connection to the Moneris Host. The terminal will
display this message for 3 seconds then return to the previous
prompt.
1. Check all the cables to ensure everything is plugged in
correctly.
2. Check that the router and hub/ switch (if any) are functioning
(refer to the IP Readiness Checklist at moneris.com/checklist to
confirm that your firewall rules have been updated).
3. Confirm that the network is functioning.
- Public Internet: Contact your ISP (Internet service
provider) for assistance.
- Corporate WAN: Call your corporate help desk to confirm
that the corporate WAN is functioning properly.
4. If the message reappears, contact the Moneris Merchant
Service Centre for assistance.
TERMINAL DATA
ERROR, CONTACT
SERVICE CENTRE
If the Initialization retry is not successful, contact the Moneris
Merchant Service Centre for assistance.
TERMINAL SETUP
REQUIRED
The terminal has not been configured.
Press the
key to return to the READY screen.
Contact the Moneris Merchant Service Centre for assistance with
configuring the terminal.
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ERROR MESSAGE
PROBLEM & SOLUTION
TIME-OUT
RETURN TO CLERK
The cardholder has taken too long to respond to their prompts.
TIME-OUT
REMOVE CARD
Transaction amount over
maximum
- Ask the cardholder to return the terminal.
- Press the
key.
- The RETRY TERMINAL TIME-OUT PRESS OK prompt
appears.
The cardholder has taken too long to respond to their prompts.
- Ask the cardholder to remove their card. The TIME-OUT
RETURN TO CLERK prompt appears.
The transaction amount exceeds the allowable amount for a
single transaction using a loyalty/gift card.
If the transaction is a gift Purchase, do a split-tender transaction,
or request another gift card or other form of payment.
Transaction Code Invalid
The loyalty/gift transaction cannot be voided (possibly because
the card used for the transaction has already been deactivated).
TRANSACTION DATA
NOT FOUND
- EMV Transaction Data:
TRANSACTION
NOT ALLOWED
No EMV data could be found. Wait until the terminal returns to
the ADMIN FUNCS menu.
The terminal has incorrectly interpreted a Maestro debit card as a
credit card. and
A Maestro debit card with non-debit Service code has been
swiped for any non-debit supported transaction type (i.e., a
transaction type other than Purchase, Refund, Purchase-Void
or Refund-Void).
or
A Maestro card has been manually entered.
Retry the transaction with a credit card.
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ERROR MESSAGE
PROBLEM & SOLUTION
TRANSACTION
NOT FOUND
Purchase Void;
Refund Void;
Troubleshooting
No Original Authorization number was found in the current
Batch that matches the one that was keyed in. Wait until the
ENTER ORIGINAL AUTHORIZATION # entry screen
reappears, and then check your criteria, and try again. OR Press
key to return to the READY screen.
the
-Credit Refund Void:
No Original Authorization number was found in the current
Batch that matches the one that was keyed in. Wait until the
ENTER ORIGINAL AUTHORIZATION # entry screen
reappears, and then check your criteria, and try again. OR Press
to return to the READY screen.
Debit Purchase Void:
No transactions were found that match the criteria you entered
during one of the following reports:
- debit/credit Stored Transactions or loyalty/gift Stored
Transactions:
Wait until the PRINT DATE OR BATCH? prompt OR the
ENTER CLERK ID entry screen reappears then check your
criteria and try again.
- Pre-Authorization List:
Wait until the PRE-AUTH LIST menu OR the ENTER CLERK
ID entry screen reappears then check your criteria and try again.
- Transaction Inquiry or loyalty/gift Transaction Inquiry:
Wait until the CARD TO SEARCH menu OR the ENTER
CLERK ID entry screen reappears then check your criteria and
try again.
OR
three times to cancel the report and return to the
Press
READY screen.
- SAF Inquiry:
There are no SAF transactions in the Air Miles log waiting to be
uploaded.
OR
No transactions were found that match the Ernex reference
number you entered during an loyalty/gift VOID. Check the
Ernex reference number on the loyalty/gift receipt and re-enter it
to continue the transaction.
OR
No matching transaction was found during a Pre-Auth Advice.
Check the Sequence number of the transaction you are trying to
find and re-enter it to continue the transaction.
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ERROR MESSAGE
PROBLEM & SOLUTION
TRANSFER NOT
ALLOWED FOR
THIS CARD
The card to which you are attempting to transfer a gift balance is
key to return to
not a variable amount gift card. Press the
the READY screen.
VALID VALUES
ARE FROM 0.06 TO
5.00 SECONDS
The Stabilization Timer time entered during Dial
Communications configuration is not valid.
VALID VALUES
ARE FROM 1 TO
15 MINUTES
The value for the SAF upload time period was less than 1 or
greater than 15.
VALID VALUES
ARE FROM 15 TO
999 SECONDS
The Backlight delay time is not valid.
VALID VALUES
ARE FROM 5 TO
90 SECONDS
Check the number of seconds entered and enter a valid value
when the prompt re-appears.
Check the value and enter a valid value.
Check the number of seconds entered and enter a valid value
when the prompt re-appears.
The Ethernet time-out or retry time is not valid.
Check the number of seconds entered and enter a valid value
when the prompt re-appears.
VALID VALUES
FROM 0 TO 30%
PRESS OK
This message is displayed if the preset Tip percentage is not in
the right range.
ZERO POINTS
AWARDED
No points were awarded for the Air Miles Rewards transaction.
Enter a valid value.
The READY screen appears after 3 seconds.
Check the values that were entered at the ENTER AMOUNT,
ENTER QUANTITY and the BONUS OFFER selected. They
may not qualify the transaction for points OR may have been
entered incorrectly.
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11.6
Troubleshooting
Error Messages on the PINpad
A message will appear on the PINpad display if an error occurs. In the table below, find the
error message that appears on the PINpad and try the solution. If the error message re-appears,
contact the Moneris Merchant Service Centre for assistance.
ERROR
MESSAGE
DESCRIPTION & ACTION
AMOUNT
EXCEEDED
The Refund Amount entered exceeds the limit set on the terminal
during Initialization.
- If the REMOVE CARD message appears under the AMOUNT
EXCEEDED message, ask the cardholder to remove the chip
card from the chip card reader on the PINpad.
key on the terminal to continue the transaction.
- Press the
CANNOT SWIPE
CHIP CARD
The chip card error message was followed by the SWIPE CARD
prompt and the chip card was swiped on the Magnetic Stripe
reader, however this is not allowed for this card.
- The PINpad returns to the WELCOME/BONJOUR screen.
- Request another form of payment.
CARD NOT
SUPPORTED
There are two possible problems:
- You have swiped a Credit or Debit card that is not valid. Check
that the cardholder has activated the card with their financial
institution.
- During a Payment or Payment Void transaction, you have
swiped a card that is not a Private Label card. Check the card to
ensure that it is a Private Label card.
Check the card and press the
key on the PINpad then
If the WELCOME/BONJOUR screen appears on the
PINpad, retry the transaction.
If the SWIPE OR INSERT CARD prompt appears on the
PINpad, swipe the card again.
You may need to swipe the card more quickly or more slowly or
from the front of the reader back to read it properly.
If the message reappears, swipe the card on the terminal.
If the message re-appears on the terminal:
- for a credit card, key in the Card number manually on the
terminal;
- for a debit card, request another form of payment;
- for a Private Label card, cancel the transaction.
Then direct the cardholder to report the problem to their card
Issuer.
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Troubleshooting
ERROR
MESSAGE
DESCRIPTION & ACTION
CARD PROBLEM
You have swiped a card on the PINpad's magnetic stripe reader
and the card stripe could not be read properly.
key on the PINpad, then:
Press the
- If the WELCOME/BONJOUR screen appears on the PINpad,
restart the transaction.
- If the SWIPE OR INSERT CARD prompt (or
SWIPE/INSERT/TAP CARD) appears on the PINpad, try
swiping the card more quickly or more slowly or from the front
of the reader back.
If the message reappears, press the
swipe the card on the terminal.
key on the PINpad then
If the messages re-appears on the terminal:
- for a credit card, key in the Card number manually on the
terminal;
- for a debit card, request another form of payment.
CARD REMOVED
The chip card was removed from the chip card reader on the
PINpad during the transaction, before the REMOVE CARD
prompt was displayed.
The transaction is cancelled.
Start the transaction on the terminal again and leave the chip card
in the chip card reader until the REMOVE CARD prompt
appears.
CHIP NOT
ALLOWED
DO PURCHASE
REMOVE CARD
A chip card has been used to attempt a Pre-Authorization
transaction and the terminal is not configured to allow this.
CHIP TYPE
NOT SUPPORTED
The chip on the chip card inserted into the chip card reader on the
PINpad cannot be used on this terminal.
- Ask the cardholder to remove the chip card from the chip card
reader on the PINpad.
- Process a Purchase using the chip card
OR
request another credit card and retry the Pre-Authorization.
- Remove the card from the chip card reader.
- The SWIPE CARD prompt appears.
- Swipe the chip card in the magnetic stripe reader on the PINpad
to continue the transaction.
260
CONTACTLESS
TRANSACTION
LIMIT EXCEEDED
A credit card was tapped for an amount that exceeds the card’s
maximum Contactless Dollar Value. If the card has a chip, insert
it into the terminal chip reader; otherwise, swipe the card.
DECLINED BY
CARD
The chip card has declined the transaction.
- The PINpad beeps once per second until the chip card is
removed.
- Remove the card from the chip card reader.
- Request another form of payment.
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11
Troubleshooting
ERROR
MESSAGE
DESCRIPTION & ACTION
INCORRECT PIN
PRESS OK
The PIN entered does not match the PIN on the card.
- The cardholder presses the
key on the PINpad.
- The ENTER PIN + OK prompt re-appears on the PINpad.
- The cardholder re-enters their PIN correctly to continue the
transaction.
For chip cards with PIN: If the cardholder cannot remember
their PIN the card may approve the transaction or the terminal
may prompt for a signature at the end of the transaction or the
transaction may be cancelled. If the transaction was cancelled,
request another form of payment.
For debit cards: If the debit cardholder cannot remember their
PIN, the transaction cannot be completed. Ask for another form
of payment.
INCORRECT PIN
- LAST RETRY
PRESS OK
The second attempt to enter a PIN for this transaction was
incorrect. The cardholder can try one more time.
key on the PINpad.
- The cardholder presses the
- The ENTER PIN + OK prompt re-appears on the PINpad.
- The cardholder re-enters their PIN correctly to continue the
transaction.
If the PIN is entered incorrectly again, the transaction is
cancelled.
- Request another form of payment.
INVALID ENTRY
While in Training mode you have attempted to add a Cash Back
amount or a Tip amount greater than $1.00.
- When the original prompt reappears, key in an amount of $1.00
or less and press the
key to continue.
MAXIMUM
AMOUNT
EXCEEDED
The total of the purchase amount and the tip amount is greater
than $99,999,999.99.
The ENTER TIP prompt re-appears after 3 seconds.
- Ask the cardholder to enter a tip amount that does exceed the
maximum total.
NO
APPLICATIONS
LOADED
Contact the Moneris Merchant Service Centre for assistance.
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Troubleshooting
ERROR
MESSAGE
DESCRIPTION & ACTION
NO SUPPORTED
APPLICATIONS
REMOVE CARD
The applications available on the terminal do not match any of
the applications on the chip card.
- If the chip card was inserted into the PINpad's chip reader,
remove the card. Swipe the chip card on the terminal's magnetic
stripe card reader to continue the transaction (i.e., do not swipe
the card on the external PINpad's magnetic stripe reader).
If the card was tapped, insert it into the PINpad's chip reader;
otherwise, swipe it on the terminal's magnetic stripe reader (i.e.,
do not swipe the card on the external PINpad's magnetic stripe
reader).
NOT ACCEPTED
REMOVE CARD
The chip card inserted cannot be read
OR
A card-to-terminal communication error occurred.
Ask the cardholder to remove the chip card from the chip card
reader on the PINpad.
If the SWIPE CARD prompt appears on the PINpad:
- swipe the chip card on the Magnetic Stripe reader on the
PINpad to continue.
If not, the transaction is cancelled.
- Request another form of payment.
NOT COMPLETED
A prompt requiring data entry was left blank too long. The
transaction has been cancelled.
- If the REMOVE CARD message appears under the NOT
COMPLETED message, remove the chip card from the chip card
reader on the PINpad.
key on the PINpad.
- Press the
- Retry the transaction.
- Remind the cardholder to respond to each prompt within 30
seconds.
PIN MUST BE
4 TO 12 DIGITS
The cardholder has entered a PIN that was too short (less than 4
digits) or too long (more than 12 digits).
When the ENTER PIN prompt reappears on the PINpad:
- Ask the cardholder to retry entering their PIN on the PINpad.
- Remind them that they must key in at least four digits (i.e. at
least four asterisks **** appear on the display) but no more than
key.
12 digits before pressing the
PIN TRIES
EXCEEDED
The cardholder keyed in an incorrect PIN too many times in a
row for this transaction. The transaction is cancelled.
- If the REMOVE CARD message appears under the PIN
RETRIES EXCEEDED message, remove the chip card from the
chip card reader on the PINpad.
key on the PINpad.
- Press the
- Request an alternate form of payment.
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Moneris iCT250 Operating Manual
11
Troubleshooting
ERROR
MESSAGE
DESCRIPTION & ACTION
REMOVE CARD
A chip card has been left in the chip card reader on the PINpad
after the transaction was completed. The terminal will beep once
per second until the card is removed.
- Remove the chip card from the chip card reader. The
WELCOME/BONJOUR prompt will appear on the screen.
SYSTEM
PROBLEM
One or more of the messages sent between the PINpad, the
terminal and the Moneris Host are missing data or have incorrect
data.
key on the PINpad.
- Press the
- Wait a few moments.
- Restart the transaction on the terminal.
If the message reappears, contact the Moneris Merchant Service
Centre for assistance.
SYSTEM
PROBLEM
SECURITY LIMIT
PLEASE RETRY
The terminal limits the number of PINs that can be entered in a
specific time frame.
This message appears if the number of PINs entered exceeds that
limit. The current transaction is cancelled and debit and chipwith-PIN transactions cannot be performed for a period of up to
10 minutes.
key on the PINpad.
- Press the
- Request an alternate form of payment.
TAP FAILED
PLEASE INSERT
OR SWIPE CARD
The contactless reader was unable to read a card or (contactless
debit only) the card has been tapped for an amount that exceeds
its maximum Contactless Dollar Value. If the card is also a chip
card, insert it into the chip reader. If the card does not have a
chip, swipe the card on the terminal.
TIME-OUT
The cardholder has taken too long to respond to their prompts.
- If the REMOVE CARD message appears under the TIME-OUT
message, ask the cardholder to remove the chip card from the
chip card reader.
- Press the
key on the PINpad.
- Wait a few moments.
- Restart the transaction on the terminal.
WRONG CARD
TYPE
USED
Ensure the card is the correct type for the transaction (e.g. a
credit card for a Pre-Auth).
key on the PINpad.
- Press the
- Wait a few moments
- Retry the transaction on the terminal.
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11
Troubleshooting
11.7
Hardware Problems
If terminal does not display an error message but is not functioning correctly, review this list
of hardware problems to find suggested solutions.
IMPORTANT: If you are using PUBLIC IP communication, you may need to contact
your ISP for assistance before contacting Moneris. Check the Hardware Problem
resolution to determine if this is the case.
HARDWARE PROBLEM
SOLUTION
Card numbers are not masked
properly on the Cardholder copy
and/or the Merchant copy of the
receipt
Make sure that Merchant Receipt Card Masking is
enabled, and Pre-Printing is disabled.
Chip card reader won't read cards
- Try inserting a different card. If this card can be
read, the problem is with the first card. Request
another form of payment.
- If the card reader still won't read cards, contact the
Moneris Merchant Service Centre for assistance.
The "TAP CARD" text doesn’t
display as part of the card entry
prompt
Enable the Contactless Reader parameter.
The contactless logo doesn't appear
on printed contactless transaction
receipts
Enable the Contactless Logo parameter.
Display screen is blank
Check that the power cable is:
- firmly connected to the magic box.
- plugged into a functioning wall jack.
If the power cable disconnects from the terminal or
becomes unplugged on a regular basis, consider
moving the terminal.
If the display is still blank, contact the Moneris
Merchant Service Centre for assistance.
Ethernet communication problems
are occurring intermittently.
264
Moneris iCT250 Operating Manual
Contact the Moneris Merchant Service Centre for
assistance.
11
Troubleshooting
HARDWARE PROBLEM
SOLUTION
Magnetic Stripe Card reader won't
read cards.
- Try swiping the card more quickly or more slowly
or from the front of the reader towards the back.
- Try swiping a different card. If this card can be
read, the problem is with the first card. Request
another form of payment.
- Use a Head Cleaning Card to clean the card reader
( a.k.a. the magnetic stripe reader or MSR). Contact
the Moneris Merchant Service Centre if you need
Head Cleaning Cards.
- If the card reader still won't read cards, contact the
Moneris Merchant Service Centre for assistance.
No transactions are being processed.
Terminal is using Dial.
- Determine whether Call Waiting or Call Answer is
activated on the phone line that the terminal is using.
- If either one is activated, configure the dial Prefix
on the terminal as: *70,, (star, seven, zero, comma,
comma). Refer to " Entering alphabetic characters
and punctuation ".
Nothing is possible on the terminal
after initial communications
configuration is completed: not
initialization, not transactions
Contact the Moneris Merchant Service Centre for
assistance.
Printer Jam
Open the printer and check that:
- the paper feed is clear.
- the paper roll is seated correctly.
Close the printer lid and ensure that it is closed
completely.
When the problem is fixed, the printer will finish
printing the receipt or report that was in progress. If
necessary, reprint the transaction.
Note: Most debit transactions cannot be performed
until the printer problem is fixed. (Credit
transactions and some debit chip transactions can be
performed manually if necessary.)
"CANCELLED" is printed on a
Loyalty/Gift Close Batch report.
If communications are interrupted during the
Loyalty/Gift Close Batch leaving the Close Batch
out of balance, the "CANCELLED” message
appears on the terminal screen, "CANCELLED" is
printed on the report, and the batch is NOT closed.
Contact the Moneris Merchant Service Centre for
assistance.
The gift card expiry date does not get
printed on the transaction receipt
even though the card has an expiry
rule.
Your gift program is not configured to allow for the
printing of the gift card's expiry date on transaction
receipts.
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265
11
266
Troubleshooting
HARDWARE PROBLEM
SOLUTION
Points balance is negative
A negative points balance is possible if you have
chosen this option for your loyalty program setup.
One Reward coupon prints although
the loyalty card has reached the
Reward Threshold Level multiple
times.
For Automatic Redemption, a cardholder may
redeem only one Reward Coupon per transaction (a
Reward is equal to the Reward Threshold Level).
Terminal does not respond when a $
amount is entered and the
key
is pressed.
You have attempted to enter $0.00 as the loyalty
card total transaction or benefit amount. Re-enter
the correct amount.
TOTALS NOT AVAILABLE is
printed on a Close Batch report.
If a Close Batch transaction is sent to the
Moneris/Ernex Host when there are no transactions
at the Host, the report prints only a header, footer,
and the text "312 -- TOTALS NOT AVAILABLE."
Zero dollar values on a Loyalty/Gift
Stored Transactions report by batch.
No Ernex transactions have been performed since
the last Loyalty/Gift Stored Transactions report (
a.k.a. a Loyalty/Gift Batch Totals report) was
printed.
Moneris iCT250 Operating Manual
Inform the cardholder that he/she can receive the
remaining Reward Coupons during subsequent
transactions with the same card.
11
11.8
Troubleshooting
Understanding DECLINED Messages
A transaction can be declined for a number of reasons. (Decline receipts print in "reverse
print.")
Check the table below for the full Declined message and follow the resolution instructions.
If configured do so, the terminal will beep for each of these messages:
DECLINED
MESSAGE
RESOLUTION
DECLINED
Return the card to the cardholder, and advise them to contact
their card issuer.
Request another form of payment.
DECLINED 4x
HOLD CARD CALL
Retain the card if possible and contact Moneris Merchant
Contact Centre for further instructions.
DECLINED BY
CARD
PRESS OK
The chip card has declined the transaction.
DECLINED BY
CARD
REMOVE CARD
The chip card has declined the transaction.
DECLINED
CARD
CANCELLED
The debit transaction has not been approved.
DECLINED
CARD NOT SETUP
The terminal has not been set up on the Moneris Host to process
that card type.
key.
- Press the
- The DECLINED BY CARD REMOVE CARD message
appears.
- The terminal beeps once per second until the chip card is
removed.
- The receipts are printed with DECLINED BY CARD on them.
- Request another form of payment.
If the problem persists, advise the debit cardholder to contact
their branch.
Request another form of payment.
Call the Moneris Merchant Contact Centre for assistance.
DECLINED
CARD NOT
SUPPORTED
Call the Moneris Merchant Contact Centre for assistance.
DECLINED
EXCEEDS REFUND
AMT/LIMIT
The amount of this transaction is greater than your Refund limit.
Provide the cardholder with the amount of the refund using an
alternate payment method or contact Moneris Merchant Contact
Centre for a temporary increase.
Contact your Moneris Solutions Sales representative if you wish
to increase your limit permanently.
DECLINED
EXCESS PIN TRIES
The cardholder has entered their PIN number incorrectly too
many times in a row.
Refer the cardholder to their branch, and request another form
of payment.
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Troubleshooting
DECLINED
MESSAGE
RESOLUTION
DECLINED
EXPIRED CARD
Examine the Expiry date embossed on the card:
If the date is in the future, retry the transaction.
OR
If the embossed date on the card is in the past, return the card to
the cardholder, and advise them to contact their card issuer for
renewal.
DECLINED
HOLD CARD CALL
Retain the card if possible and call the Moneris Merchant
Contact Centre for further instructions.
DECLINED
INVALID CARD
A debit card has been swiped, and the terminal does not process
debit transactions.
Return the card to the cardholder and request another form of
payment.
DECLINED
PLEASE TRY
AGAIN
REMOVE CARD
A chip transaction could not be completed because it was
declined by the Host.
DECLINED RE-TRY
EDIT ERROR ###
PRESS OK
The transaction was not completed.
DECLINED RETRY
TRANSACTION?
A non-chip transaction could not be completed because it was
declined by the Host.
YES
268
NO
Remove the card, and retry the transaction.
key or wait 3 seconds for the READY screen to
Press the
reappear then try the transaction again.
key, or return to the READY
Try again by pressing the
key.
screen by pressing the
Moneris iCT250 Operating Manual
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