Mobile 8300 v3.36A Operating Manual

Mobile 8300 v3.36A Operating Manual

Moneris Mobile 8300

OPERATING MANUAL

Software Version 3.36A

Documentation v1.1.02

Documentation Date: September 2, 2011

® Moneris and the Moneris Solutions design are registered trademarks of Moneris Solutions Corporation. All other marks or registered trademarks are the marks or registered trademarks of their respective owners.

Copyright – © 2011 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.

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 guide. 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 guide in terms of their correctness, accuracy, reliability or otherwise.

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 and/or your Moneris Debit Card 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/en/Support/Downloads/MerchantManuals.aspx.

Table of Contents

CHAPTER

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

1.3.2

Caring for the Battery........................................................................................2

1.3.3

Caring for the Charging Base ...........................................................................2

CHAPTER

2.

FEATURES AND PROCEDURES ............................................................................... 3

2.1

Standard Features.............................................................................................................3

2.1.1

Language Selection for Display, Receipts and Reports .....................................3

2.1.2

Card Information Security.................................................................................4

2.1.3

Communications Status .....................................................................................5

2.1.4

The Menu Feature .............................................................................................5

2.1.5

Demo Mode .....................................................................................................24

2.2

Optional Features ...........................................................................................................25

2.2.1

Chip Cards.......................................................................................................25

2.2.2

Signatureless Transactions..............................................................................26

2.2.3

Tip Processing .................................................................................................26

2.2.4

Cashback .........................................................................................................27

2.2.5

Clerk ID Prompting and Clerk Sub-Totalling .................................................27

2.2.6

Invoice Number Prompting..............................................................................28

2.2.7

Personalized Receipts......................................................................................28

2.2.8

PAN Fraud Control .........................................................................................28

2.2.9

The Manager Password...................................................................................29

2.2.10

Multi-Terminal Reporting................................................................................29

2.2.11

Terminal Names...............................................................................................29

2.2.12

Private Label Cards.........................................................................................30

2.2.13

Corporate Cards..............................................................................................30

2.2.14

The Ernex Program .........................................................................................30

2.3

Procedures......................................................................................................................31

2.3.1

Powering Up the Mobile 8300.........................................................................32

2.3.2

Powering Down the Mobile 8300 ....................................................................33

2.3.3

Loading Paper in the Integrated Printer .........................................................33

2.3.4

Selecting the Terminal Language ....................................................................34

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Table of Contents

2.3.5

Taking a Manual Imprint of a Credit Card .....................................................34

2.3.6

Responding to Basic Transaction Prompts......................................................35

2.3.7

Entering a Tip Amount ....................................................................................36

2.3.8

Entering a Cashback Amount on a Debit Transaction ....................................37

2.3.9

Entering the Clerk ID ......................................................................................37

2.3.10

Entering an Invoice Number............................................................................37

2.3.11

Finding a Transaction's Sequence and Orig Auth Numbers............................38

2.3.12

Signing Credit Card Receipts ..........................................................................39

2.3.13

Reprinting Receipts..........................................................................................39

2.3.14

Printing a Cash Receipt...................................................................................40

2.3.15

Entering Alphabetic Characters and Punctuation...........................................40

2.3.16

Cancelling a Transaction ................................................................................41

2.3.17

Cancelling a Report.........................................................................................42

2.3.18

Changing the Manager Password ...................................................................42

2.3.19

Requesting a Code 10 Authorization ...............................................................43

2.3.20

Dealing With Disputed Debit Transactions.....................................................43

CHAPTER

3.

THE MONERIS MOBILE 8300 HARDWARE ............................................................ 45

3.1

The Moneris Mobile 8300 Duet Terminal .....................................................................45

3.2

Backlight........................................................................................................................46

3.3

Setting up the Terminal..................................................................................................46

3.4

Wireless Signal Status Icons ..........................................................................................47

3.4.1

The Antenna Icon.............................................................................................47

3.4.2

The Wireless Signal Strength Icon...................................................................47

3.5

The Terminal Keypad ....................................................................................................48

3.5.1

Alphanumeric Keys..........................................................................................48

3.5.2

The Function Keys ...........................................................................................48

3.6

The Magnetic Stripe Card Reader..................................................................................49

3.7

The Chip Card Reader ...................................................................................................50

3.8

The Integrated Printer ....................................................................................................50

3.9

Inserting the SIM Card...................................................................................................51

CHAPTER

4.

BATTERY MANAGEMENT ....................................................................................... 53

4.1

The Battery ....................................................................................................................53

4.2

Attaching the Battery .....................................................................................................53

4.3

Removing the Battery ....................................................................................................54

4.4

Charging the Battery ......................................................................................................54

4.5

The Charging Cable for Use in Your Vehicle................................................................55

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Table of Contents

4.6

The Charging Base.........................................................................................................56

4.6.1

LED Status Light on the Charging Base..........................................................56

4.6.2

Power Port on the Charging Base...................................................................57

4.7

The Power Cable for the Charging Base........................................................................57

4.8

Battery Charge Level .....................................................................................................58

4.9

LED Status Light on the 8300........................................................................................59

4.10

Sleep Mode ....................................................................................................................59

CHAPTER

5.

CONFIGURING YOUR TERMINAL........................................................................... 61

5.1

Using Quick Setup .........................................................................................................61

5.1.1

Options for Each Parameter............................................................................61

5.1.2

Parameters ......................................................................................................62

5.2

Configuring Your Merchant ID and Terminal ID..........................................................62

5.3

Configuring Receipt Printing .........................................................................................63

5.3.1

Enable the Printer ...........................................................................................63

5.3.2

Configure Receipt Headers and Footers .........................................................63

5.3.3

Enable Large Amount Printing........................................................................63

5.3.4

Enable Printing of Customer Copies ...............................................................63

5.3.5

Enable Re-Printing of Customer Copies .........................................................63

5.3.6

Configure the Print Prompt Beep Delay..........................................................63

5.4

Configuring Tip Processing ...........................................................................................63

5.4.1

Basic Tip Processing .......................................................................................63

5.4.2

Enhanced Tip Processing ................................................................................64

5.4.3

Gratuity Guidelines Printing on Pre-Authorization Receipts..........................64

5.4.4

Tip Percentage on Purchases ..........................................................................64

5.5

Configuring the Cashback Feature.................................................................................65

5.5.1

Cashback Amount Prompting on Debit Transactions......................................65

5.5.2

Changing Cashback Amounts..........................................................................65

5.5.3

Setting the Cashback Limit ..............................................................................65

5.6

Configuring Clerk ID Prompting and Clerk Sub-Totalling............................................65

5.6.1

Clerk ID Prompting .........................................................................................65

5.6.2

Using a Default Clerk ID.................................................................................65

5.6.3

Clerk Sub-Totalling .........................................................................................66

5.6.4

Adding Clerk IDs (including the Default Clerk ID).........................................66

5.6.5

Deleting Clerk IDs...........................................................................................67

5.7

Configuring Invoice Number Prompting .......................................................................67

5.8

Configuring Multi-Terminal Reporting .........................................................................67

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5.9

Adding a Terminal Name...............................................................................................68

5.10

Deleting a Terminal Name.............................................................................................68

5.11

Configuring Private Label Cards ...................................................................................69

5.12

Configuring Corporate Cards.........................................................................................69

5.12.1

Enabling the Corporate Card Feature ............................................................69

5.12.2

Enabling Tax Amount Prompting ....................................................................69

5.12.3

Configuring Tax Type and Tax Registration Numbers ....................................69

5.13

Initializing Your Terminal .............................................................................................70

CHAPTER

6.

FINANCIAL TRANSACTIONS................................................................................... 71

6.1

Card and Transaction Types ..........................................................................................71

6.2

Transaction General Guidelines.....................................................................................72

6.3

Card Entry Options ........................................................................................................72

6.3.1

Magnetic Stripe Cards - Swipe ........................................................................72

6.3.2

Chip Cards - Insert ..........................................................................................72

6.3.3

Manual Entry...................................................................................................72

6.4

Transaction Procedures..................................................................................................73

6.4.1

Processing a Purchase ....................................................................................73

6.4.2

Processing a Refund ........................................................................................73

6.4.3

Processing a Correction (Void).......................................................................74

6.4.4

Processing a Pre-Authorization ......................................................................75

6.4.5

Processing a Pre-Authorization Completion ...................................................75

6.4.6

Processing a Pre-Authorization Deletion........................................................76

6.4.7

Processing an Advice.......................................................................................77

6.4.8

Transacting a Purchase on a Corporate Card ................................................78

6.4.9

Transacting a Payment on a Private Label Card ............................................79

6.4.10

Manually Processing Credit Transactions ......................................................81

CHAPTER

7.

ADMIN TRANSACTIONS .......................................................................................... 83

7.1

Logging On ....................................................................................................................83

7.2

Logging Off ...................................................................................................................83

7.3

Re-Initializing the Terminal...........................................................................................84

7.4

Demo Mode Transactions ..............................................................................................84

7.4.1

Financial Transactions....................................................................................85

7.4.2

Functions .........................................................................................................85

7.5

Entering Demo Mode.....................................................................................................86

7.6

Exiting Demo Mode.......................................................................................................87

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Table of Contents

CHAPTER

8.

REPORTS .................................................................................................................. 89

8.1

Reports...........................................................................................................................89

8.2

Stored Transactions Report............................................................................................89

8.3

Merchant Sub-Totals Report..........................................................................................90

8.4

Clerk Sub-Totals Report ................................................................................................90

8.4.1

For One or More Clerks ..................................................................................90

8.4.2

For All Clerks ..................................................................................................91

8.5

Deposit Totals Report ....................................................................................................91

8.6

Multi-Terminal Deposit Totals Report...........................................................................92

8.7

Pre Auth Transactions Report ........................................................................................92

8.8

Tip Report ......................................................................................................................93

8.9

Batch Totals Report .......................................................................................................93

8.10

The Terminal Parameters Report ...................................................................................94

8.11

The EMV Parameters Report.........................................................................................94

8.12

Private Label Card Transactions on Reports..................................................................94

CHAPTER

9.

THE ERNEX PROGRAMS......................................................................................... 95

9.1

Enabling an Ernex Program ...........................................................................................95

9.2

Ernex Transactions ........................................................................................................95

9.2.1

Activate or Load Value on an Ernex Card ......................................................95

9.2.2

Ernex Transaction With a Balance Due ..........................................................96

9.2.3

Voiding an Ernex Gift or Loyalty Transaction ................................................97

9.2.4

Ernex Card Inquiry..........................................................................................97

9.2.5

Reprinting an Ernex Receipt............................................................................98

9.3

Gift Card Transactions...................................................................................................98

9.3.1

Ernex Purchase With a Gift Card....................................................................98

9.3.2

Deactivate an Ernex Gift Card ........................................................................99

9.3.3

Ernex Refund With a Gift Card .......................................................................99

9.4

Loyalty Card Transactions ...........................................................................................100

9.4.1

Ernex Purchase with a Loyalty Card.............................................................100

9.4.2

Deactivate an Ernex Loyalty Card ................................................................101

9.4.3

Ernex Refund with a Loyalty Card ................................................................101

9.4.4

Ernex Redemption with a Loyalty Card.........................................................102

9.5

The Menu Feature in Ernex .........................................................................................103

9.5.1

The Ernex Gift & Loyalty Transactions Menu...............................................103

9.5.2

The Ernex Reports Menu ...............................................................................103

9.5.3

The Ernex GIFT & LOYALTY Setup Menu ...................................................104

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Table of Contents

9.6

Ernex Admin Transactions ..........................................................................................105

9.6.1

Ernex Batch Close .........................................................................................105

9.6.2

Initialization to the Ernex Host......................................................................105

9.7

Ernex Reports ..............................................................................................................106

9.7.1

Ernex Transaction List ..................................................................................106

9.7.2

Ernex Transaction Inquiry.............................................................................107

9.7.3

Clerk Subtotals Report for Ernex Transactions.............................................108

9.7.4

Configuration List for Ernex .........................................................................109

9.8

Ernex Configuration ....................................................................................................109

9.8.1

Ernex Printer and Receipt Parameters..........................................................109

9.8.2

Ernex Merchant Parameters..........................................................................110

9.8.3

Ernex Communications Parameters ..............................................................111

9.8.4

Ernex Terminal Parameters ..........................................................................112

9.8.5

Adding Clerk IDs to the Ernex Gift & Loyalty Application ...........................113

9.8.6

Deleting Clerk IDs From the Ernex Gift & Loyalty Application ...................114

9.9

Ernex Demo Mode.......................................................................................................114

9.9.1

Ernex Demo Mode .........................................................................................114

9.9.2

Entering Demo Mode in Ernex ......................................................................115

9.9.3

Exiting Demo Mode in Ernex ........................................................................115

CHAPTER

10.

END-OF-DAY PROCEDURE ................................................................................... 117

10.1

Processing a Batch Close .............................................................................................117

10.1.1

Merchant Close .............................................................................................117

10.1.2

System Close..................................................................................................118

10.2

Processing a Batch Clear .............................................................................................118

10.3

Processing a Batch Review ..........................................................................................119

10.4

Processing a Multi-Terminal Batch Close ...................................................................120

10.4.1

By Terminal Name .........................................................................................120

10.4.2

For All Terminals ..........................................................................................121

CHAPTER

11.

TROUBLESHOOTING ............................................................................................. 123

11.1

Additional Documentation...........................................................................................123

11.2

Telephone Assistance...................................................................................................123

11.3

Merchant Direct Secure Message Centre.....................................................................124

11.4

Error Messages on the Moneris Mobile 8300 Terminal...............................................124

11.5

Ernex Error Messages on the Moneris Mobile 8300....................................................129

11.6

Solving Hardware Problems ........................................................................................130

vi Mobile 8300 Operating Manual Version 1.1.01

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 on to the Moneris Host .

Once the terminal is ready to use, practice performing transactions in Demo 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 Mobile 8300 terminal is a stand-alone, long-range wireless 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, read these sections:

Moneris Mobile 8300 Hardware

Features and Procedures

Demo Mode

The Menu Feature

1.3 Caring for your Moneris Hardware

Proper care of your

terminal and battery 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.

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1. Introduction

1.3.1 Caring for the Terminal

• Clean the Magnetic Stripe Reader (MSR) periodically, using a Moneris POS cleaning card. These cards can be ordered online at shopmoneris.com or by phone at 1-866-421-1666.

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 or order online at shopmoneris.com.

• Load the paper into the printer correctly.

• If the terminal has battery recharging or communication problems, gently clean the golden contact on the battery and in the terminal's battery compartment with a damp cloth. Do not scratch or scrape the surface of the contacts.

1.3.2 Caring for the Battery

• The

battery must be attached to the terminal for charging. Never charge the battery on the charging

base by itself.

• If the terminal has been inactive for a number of weeks, a full recharge may be necessary.

• Avoid overcharging or overheating the battery.

1.3.3 Caring for the Charging Base

• Avoid unnecessary movement of the charging base

to prevent accidental disconnection of the power cables.

IMPORTANT: You must use the exact battery charging cable and power adaptor provided with the terminal by Moneris Solutions and use only batteries provided 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 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Your terminal can be set up to accept and process a variety of transactions for a variety of card types including debit cards, credit cards (includes private label cards and corporate cards), gift cards and loyalty cards. The terminal can accept credit cards and debit cards with the new chip technology on them as well as the traditional magnetic stripe.

2.1 Standard Features

These features are available and enabled on all Moneris Mobile 8300 terminals.

Backlight

Language selection

Card information security

Communications status

Menu-driven interface

Removable, interchangeable batteries

Sleep Mode

Demo Mode

2.1.1 Language Selection for Display, Receipts and Reports

The Moneris Mobile 8300 supports two language selections: 1)

Merchant Language

and 2) Customer

Language .

Merchant Language

Supported languages:

1. English

2. French

Used to:

1. Display merchant prompts

2. Print merchant copies of receipts

3. Print reports

Initial setting:

Set on the Moneris Host.

Changing the language:

The Merchant Language can be changed at any time. For details, see

Selecting the Terminal Language .

Mobile 8300 Operating Manual Version 1.1.01 3

2. Features and Procedures

Customer Language

Supported languages:

1. English

2. French

Used to:

1. Display customer prompts

2. Print copies of customer receipts

Initial setting:

Default is set by the Merchant Language but is set for each individual transaction based on the Language

Code on the customer's card.

Changing the language:

If the Language Code is not present on the customer's card or if the code is neither English nor French,

the customer is prompted to select either English or French. For details, see Selecting the Terminal

Language .

2.1.2 Card Information Security

To reduce the risk of fraudulent card use, masking and/or truncation are applied to card numbers and expiry dates printed on receipts and reports.

Masking replaces a card's numbers (except for the last 4) with *'s. For example, the card number 1234

5678 9012 3456 is printed as ************3456.

If a card number is truncated, only the last 4 digits are printed. For example, the card number 1234 5678

9012 3456 would appear as 3456.

Card Numbers on Receipts

Numbers of debit, credit and gift cards are always masked on both Merchant and Customer copies of transaction receipts.

Card Numbers on Reports

Card numbers are truncated on all reports containing transaction details.

Reports that require the manager password, e.g. Batch Review, display the entire card number but the resulting report prints the truncated card number.

Expiry Date on Receipts

The credit card expiry date is not printed on receipts for credit card transactions.

Expiry Date on Reports

The credit card expiry date is printed in full on all reports containing transaction details.

4 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.1.3 Communications Status

The terminal connects to the Moneris Host each time you begin a transaction (it does not make any noise when it attempts to connect). As the terminal communicates with the Moneris Host, it displays

"Processing" to indicate that the transaction is proceeding correctly. If there is a problem with the communications, an error message will appear.

The terminal also provides information on the status of the wireless communication between the terminal

and the wireless service provider.

2.1.4 The Menu Feature

All transactions and functions can be accessed through menus and sub-menus starting at the

applications menu

.

Navigating through menus:

To scroll down:

Select the icon (press the left-most purple key) to move down to the next menu screen.

To scroll up:

1. Press the yellow CORR key to change the direction of the arrow on the display screen.

2. Select the icon (press the left-most purple key) to move up to the next menu screen.

To select an item:

Press the function key beside the menu item (e.g., on the transactions menu , press F1 to select Purchase).

Navigating through parameters:

To move to the next feature:

Select Next.

To move back to the last feature displayed:

Select Previous.

Changing the value of a parameter:

1. Select Edit.

2. Select Next to scroll through the values and select Slct to select a displayed value.

OR

Key in a new value and press the green OK key.

3. Select Next to move to the next feature.

When you are finished making changes:

1. Select Exit. The "Save Changes?" prompt appears.

2. Select OK. The menu re-appears.

Mobile 8300 Operating Manual Version 1.1.01 5

2. Features and Procedures

Icons displayed on the menus:

Icon Indicates:

Signal strength

Wireless connectivity

CommServer is being used for communications

Battery strength

Terminal is powered by the charging base (rather than running on the battery)

The Applications Menu

The applications menu gives you access to the applications available on the terminal. When the terminal is not performing any transactions or functions and has been idle for a pre-set period of time, it displays the applications menu.

The applications are listed here in the order they appear on the menu.

MM/DD/YY HH:MM

DEBIT & CREDIT

F0

F1

GIFT & LOYALTY F2

F3

F4

F5

The Applications Menu

To access the applications menu from any screen:

Press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

6 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

The Transactions (DEBIT & CREDIT) Menu

This transactions menu allows you to select the type of transaction you want to process. The menu also provides access to the

CONFIGURATION menu

(press the green OK key) and to the REPORTS menu

(press the 1st purple key on the right).

The transactions are listed here in the order they appear on the menu. Some items may not appear on the terminal until a specific feature is enabled.

MM/DD/YY HH:MM

Purchase

Pre Auth

Refund

Select this menu item to:

process a Credit or Debit Purchase

open the

Pre Auth menu

process a Credit or Debit Refund

Advice

Correction

Batch Close

process a Credit Advice

process a Credit or Debit Correction

process a

Batch Close

search for a transaction

in the open batch

Batch Review

Batch Clear

clear the batch

on the terminal

The Transactions Menu

To access the transactions (DEBIT & CREDIT) menu:

On the

applications menu

, select DEBIT & CREDIT.

To return to the applications menu:

Press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

The Pre Auth Menu

This menu allows you to select the type of pre-authorization transaction you wish to process.

The transactions are listed here in the order they appear on the menu.

Pre Auth

Pre Auth

Completion

Del Pre Auth

Pre-Auth Rpt

Select this menu item to:

process a process a process a print the

Pre-Authorization

Pre-Authorization Completion

Pre-Authorization Deletion

The Pre Auth Menu

To access the Pre Auth menu:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Pre Auth.

Pre-Auth Transactions Report

Mobile 8300 Operating Manual Version 1.1.01 7

2. Features and Procedures

To return to the applications menu:

Press the red CANC ANNUL key then press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

The REPORTS Menu

This menu allows you to produce a variety of reports containing information about transactions stored in the terminal memory, transactions stored on the Moneris host and the configuration of the terminal.

The terminal must be initialized

before this menu can be accessed.

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.

REPORTS

Stored Trans

Deposit Totals

Clerk

SubTotals

Multi Terminal

Merch

SubTotals

Tip Report

This report contains:

a list of all transactions in the terminal memory a list of deposit totals by card and transaction type a list of totals for one or more clerks (only active if clerk

IDs are configured) a Deposit Totals report for one or more terminals a list of totals in the current batch by card and transaction type a lit of tip activity for the current batch by clerk and period (only active if Clerk and Tip Processing are enabled) a list of the current settings for each parameter

Terminal

Parms

Terminal

Stats

EMV Param

Rpt

EMV

Diagnostics a list of the number of occurrences of error situations a list of chip program parameters by card type prints the data on the last transaction if a chip card was used

The REPORTS Menu

To access the REPORTS menu:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

To return to the applications menu:

Press the red CANC ANNUL key then press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

8 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

The CONFIGURATION Menu

This menu allows you to configure a number of features and procedures and perform administrative functions.

The parameters and functions are listed in the order they appear on the menu.

CONFIGURATION

Setup

Servers

Terminal

Name

Menus/Keys

Set

Language

Initialize

Host Logon

Host Logoff

About

Contrast

This allows you to:

configure parameters on the terminal configure server/clerk IDs configure multi-terminal names configure password level on menus set the display language initialize the terminal to the Moneris host log the terminal on to the Moneris host log the terminal off of the Moneris host display application version information (press the green

OK key to exit) increase or decrease the contrast of the display

(The display changes immediately.)

The CONFIGURATION Menu

To access the CONFIGURATION menu:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key.

To return to the applications menu:

Press the red CANC ANNUL key then press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

Mobile 8300 Operating Manual Version 1.1.01 9

2. Features and Procedures

The Setup Menu

This menu allows you to set values for a number of parameters on your terminal.

The parameters are listed in the order they appear on the menu. Some items may not appear on the terminal until a specific feature is enabled.

SETUP

This allows you to:

Demo

Printer

Terminal

Merchant

Comm

Host

Merchant IDs

Enter and exit Demo Mode

Configure the receipt format

Configure a variety of features on the terminal

Configure a variety of features

Configure dial communications-related parameters

Configure communications type parameters

Configure additional receipt parameters

Do Not Use

IP Hosts

Lock Kbd

Date/Time

Do Not Use

Do Not Use

Cashback

Configure Cashback parameters

Do Not Use

Edit Cards

The Setup Menu

To access the Setup menu:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Setup.

4. At the "Password:" prompt, key in the manager password

and press the green OK key.

To return to the applications menu:

Press the red CANC ANNUL key then press the * (ASTERISK) key.

Note: For instructions on navigation through the menus, see

The Menu Feature .

Terminal Parameters (Edit Terminal Menu)

The Edit Terminal menu allows you to edit Terminal parameters.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > Terminal > Edit Terminal menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters.

10 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Tip% nn.nn

Sets a predetermined percentage of tip automatically added to Purchase transaction amounts (0-9999). If

set to 0 (default) no tip is added.

Key in a percentage and press the green OK key.

Tip Processing

Enables/disables tip prompting on Purchase, Pre-Authorization Completion and Advice transactions.

Enables/disables printing of the tip line

on Pre-Authorization transaction receipts.

None (default)

On - Prompt

Sug Tip% 1 nn

default = 15

Sug Tip% 2 nn

default = 20

Sug Tip% 3 nn

default = 25

Determine suggested tip amounts for gratuity guidelines

printed on Pre-Authorization receipts.

Note: The

Tip Processing

and Gratuity Guide?

parameters must be enabled.

Determine the suggested tip amounts displayed when

Enhanced Tip Processing

is enabled

(

EnhancedTipProc

parameter is set to On).

Note: If all 3 parameters are set to 0, selecting % on Enhanced Tip Processing prompts the customer to key in a % amount. The Gratuity Guide? parameter does not need to be enabled for Enhanced Tip

Processing use.

Key in a percentage and press the green OK key.

Manager Pwd

Changes the manager password

.

Key in password and press the green OK key.

Clrk/Srvr Mode

Enables/disables the

Clerk Id: prompt.

0 - None (default)

2 - Prompt

Note: If the Use Def. Clrk?

parameter is enabled, the prompt is disabled.

Idle Timeout

Sets the number of seconds the error message is displayed before the terminal returns the "Swipe or Insert

Card" prompt.

Key in number of seconds and press the green OK key.

Mobile 8300 Operating Manual Version 1.1.01 11

2. Features and Procedures

PABX Code

Do Not change this parameter unless directed to do so by Moneris.

Not used

Histories Limit

Do Not change this parameter unless directed to do so by Moneris.

Idle Time Fmt

Sets the time format of the clock displayed on the transactions menu

.

24 Hr (e.g. 14:24)

12 Hr (e.g. 02:24pm)

Terminal Beep

Enables/disables key beeping.

On (default)

Off

Process Tax

Enables/disables tax amount prompting on Purchasing Card transactions (the "xST Amt: $" prompt).

On

Off (default)

Note: You must enable the Commercial on?

parameter. The Tax Type (xST) parameter is configured on the Moneris host.

Trning Settle?

Enables/disables settlement during

Demo Mode

.

On

Off (default)

CashBack Option

Enables/disables the

Cashback Option

on Debit transactions.

On

Off (default)

Note: The

Show CB Choices parameter must be enabled. You can configure the pre-set cashback

amounts ( Amt 1

, Amt 2, Amt 3) that are displayed for selection by the customer. You can also configure

the maximum dollar amount the customer can request as cashback ( Amt Limit ).

Commercial On?

Enables/disables processing of

Purchasing Cards

(a.k.a., Commercial Cards or Corporate Cards).

On

Off (default)

12 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Gratuity Guide?

Enables/disables printing of three suggested tip amounts on Pre-Authorization receipts.

On

Off (default)

Note: The

Tip Processing parameter must be enabled. You can configure the amounts via the three Sug

Tip%

parameters.

Receipt Parameters Menu (Edit PCT)

The Edit PCT menu allows you to edit Printer parameters.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > Printer > Edit PCT menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters.

Header Line 2 to 5

The third through sixth lines of text that appears after your merchant name and address at the top of the receipt.

You may also edit the Header Line 1 and Header Line 6 parameters

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Footer 1 to 3

The text that appears at the bottom of the receipt.

You may also edit the Footer 4 parameter.

Key in alphanumeric text

(max. 40 characters) and the green OK key.

Customer Copy

Determines whether to print a Customer copy of the receipt after the Merchant copy on credit non-EMV

(non-chip) transactions.

None - no customer copy prints

Confirm - Prt Cust Cpy? prompts for confirmation to print copy (YES/NO)

Automatic - automatically prints the customer copy (default)

Note: The customer copy is always printed for Debit and EMV (chip) transactions and, when set to

Confirm, the terminal does not prompt. On signatureless transactions, the customer copy may or may not be printed depending on the card being used and how your terminal is configured

Reprnt Cust Copy

Determines whether a Customer copy of the receipt is printed in addition to the Merchant copy when

reprinting receipts

.

None - only the Merchant copy prints (default)

Confirm - "Prnt Cust Copy?" prompts for confirmation to print the Customer copy (YES/NO)

Automatic (both the Merchant copy and the Customer copy will print)

Note: On signatureless transactions, the Customer copy is always printed instead of the Merchant copy.

Mobile 8300 Operating Manual Version 1.1.01 13

2. Features and Procedures

Prompt Beep Delay

Number of seconds to wait after beeping and displaying the ’r;Tear Receipt; Press OK key’ message before printing the customer receipt.

Key in number of seconds and press the green OK key.

Default = 120 seconds.

Enable Printer

Enables/disables the printer.

On (default)

Off

Note: Selecting Off results in the "printer disabled" message any time a report should be printed or

"Printer Error" any time a financial transaction is attempted).

Large Amt Print

Determines whether to print double-wide characters for amount lines, the Sequence number and the

Original Auth #.

On (default)

Off

Merchant Parameters (Edit Format Menu)

Use the Edit Format menu to edit Merchant parameters.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > Merchant > Edit Format menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters.

Term Id

The Moneris Terminal ID.

Key in the Terminal ID and press the green OK key.

Merch Num.

Your Moneris Merchant ID.

Key in the Merchant ID and press the OK key.

Default Clerk

The

Clerk ID that will be used for all transactions when the

Use Def. Clrk?

parameter is enabled.

Key in the alphanumeric Clerk ID and press the green OK key.

14 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

GST Tax Reg #

QST Tax Reg #

PST Tax Reg #

HST Tax Reg #

Your tax registration number for the tax type.

Key in your alphanumeric tax registration number and press the green OK key.

Tax Type

The type of tax you are required to apply to all purchases.

0 - No Tax (default)

1 - HST

2 - GST Only

3 - PST/GST

4 - QST/GST

EnhancedTipProc

Enables/disables the

Enhanced Tip Processing

feature.

On

Off (default)

TipNone

Enables/disables the display of the No Tip option on Enhanced Tip Processing .

On

Off (default)

Note: The

EnhancedTipProc

parameter must be enabled.

Ask Inv Num?

Enables/disables the

Invoice #:

prompt.

On

Off (default)

Mobile 8300 Operating Manual Version 1.1.01 15

2. Features and Procedures

Chip on PreAuth

Enables/disables the use of chip cards for Pre-Authorization transactions. This parameter does not affect the use of magnetic stripe cards for Pre-Authorization transactions.

On

Off (default)

Note: Many chip cards require a PIN instead of a signature from the cardholder. If a chip and PIN card is used during a Pre-Authorization, the cardholder MUST be present to enter their PIN during the transaction. For this reason, some businesses may wish to disable the use of chip cards for Pre-

Authorization transactions. If the Chip on Preauth parameter is set to Off, the "Swipe Card" prompt appears instead of the "Swipe or Insert Card" prompt during a Pre-Authorization and you can swipe the card even if it is a chip card.

DispEMVPreAuth

Do Not change this parameter unless directed to do so by Moneris.

Use Def. Clrk?

Enables/disables the automatic use of the

Default Clerk ID

.

On

Off (default)

Note: The

Default Clerk parameter must be configured.

Dial Communications Parameters (Edit CPT Menu)

Use the Edit CPT menu to edit dial communications parameters. These values may be set on the 8300 but the terminal will not use them.

Transactions menu > CONFIGURATION menu (press the green OK key) > Setup menu > Comm >

Edit CPT menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Some parameters cannot be edited unless the terminal batch is empty. If the "Edit

Not Allwd Batch Not Empty" message appears, perform a

Batch Close transaction then try editing

the parameter again.

Pri Auth Phone

The Moneris phone number is automatically loaded into this parameter during

initialization

.

If blank, key in the Moneris authorization phone number and press the green OK key.

Sec Auth Phone

The Moneris phone number is automatically loaded into this parameter during

initialization

.

Pri Sett Phone

The Moneris phone number is automatically loaded into this parameter during

initialization

.

Sec Sett Phone

The Moneris phone number is automatically loaded into this parameter during

initialization

.

16 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Baud Rate

Sets the data transmission rate of the dial modem.

300 BAUD

1200 BAUD (default)

2400 BAUD

4800 BAUD

9600 BAUD

14400 BAUD

Reconnect

Allows the terminal to attempt to automatically reconnect, if the dial connection is lost

On

Off (default)

Blind Dial

Allows the terminal to dial without checking for a dial tone.

On

Off (default)

Dial Type

Sets the dial type.

Tone (default)

Pulse

Moneris Host Parameters (Edit Hosts Menu)

Use the Edit Hosts menu to edit Moneris Host parameters.

Transactions menu > CONFIGURATION menu (press the green OK key) > Setup menu > Host >

Edit Hosts menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Some parameters cannot be edited unless the terminal batch is empty. If the "Edit

Not Allwd Batch Not Empty" message appears, perform a

Batch Close transaction then try editing

the parameter again.

Backup Support

Do Not Use.

Card Imprt

Enables/disables the

Imprint Card Press OK Key prompt

. This prompt may appear during a Purchase or

Refund transaction.

Key in 0 to turn the feature off

Key in 1 to turn the feature on

Mobile 8300 Operating Manual Version 1.1.01 17

2. Features and Procedures

Additional Merchant Parameters (Edit MIT Menu)

Use the Edit MIT menu to edit additional merchant-related parameters.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > Merchant IDs > Edit MIT menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters.

Merchant Number

Do Not Change .

Header Line 1

First line of text that appears after your merchant name and address at the top of receipts. You can also

edit the Header Lines 2 through 5

parameters.

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Header Line 6

Second line of text that appears after your merchant name and address at the top of receipts. You can also

edit the Header Lines 2 through 5

parameters.

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Footer 4

Last line of text that appears at the bottom of receipts. You can also edit the

Footer Lines 1 through 3

parameters.

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Ethernet Communication Parameters (Edit ECT Menu)

Use the Edit ECT menu to display the Ethernet communications parameters. These values may be set on the 8300 but the terminal will not use them.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > IP Hosts > Edit ECT

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters.

Pri Auth URL

The URL is automatically loaded into this parameter during

Initialization

.

If blank, key in the Moneris URL and press the green OK key.

Pri Auth Port

The port number is automatically loaded into this parameter during Initialization .

If blank, key in the port number and press the green OK key.

18 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Sec Auth URL

The URL is automatically loaded into this parameter during

Initialization

. This is the same value as Pri

Auth URL .

Sec Auth Port

The port number is automatically loaded into this parameter during Initialization . This is the same value

as Pri Auth Port

.

Pri Sett URL

The URL is automatically loaded into this parameter during

Initialization

. This is the same value as Pri

Auth URL .

If blank, key in the Moneris URL and press the green OK key.

Pri Sett Port

The port number is automatically loaded into this parameter during Initialization . This is the same value

as Pri Auth Port

.

If blank, key in the port number and press the green OK key.

Sec Sett URL

The URL is automatically loaded into this parameter during

Initialization

. This is the same value as Pri

Auth URL .

Sec Sett Port

The port number is automatically loaded into this parameter during Initialization . This is the same value

as Pri Auth Port

.

SSL Enabled

Do Not Edit

Cashback Parameters (Cashback Menu)

Use the Cashback menu to configure parameters related to the Cashback feature .

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Setup menu > Cashback menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

Amt 1 ($10)

default = $10

Amt 2 ($20)

default = $20

Mobile 8300 Operating Manual Version 1.1.01 19

2. Features and Procedures

20

Amt 3 ($30)

default = $30

Determine the dollar amounts displayed on the terminal when the customer selects the Cashback option on Debit transactions. The value displayed in brackets (e.g., ($10)) is the parameter's current value.

Select the parameter, key in the new dollar value (must be a multiple of 10) then press the green OK key.

Note: The Cashback feature must be enabled ( Cashback Option

parameter set to On). Each Amt parameter has an allowable range, which is displayed when editing. The range is calculated based on the dollar amounts of the other Amt parameters.

Hint: If you are increasing the amounts, start with Amt 3 then Amt 2 then Amt 1 to avoid overlapping ranges.

Amt Limit ($40)

default = $40

The maximum dollar amount customers can request (key in) if they do not select a pre-set Cashback amount. The value displayed in brackets ($40) is the parameter's current value.

Select the parameter, key in the new dollar value (must be a multiple of 10) then press the green OK key.

Note: The Cashback feature must be enabled ( Cashback Option

parameter set to On). The maximum value for this parameter is $990.

Menu and Editing Parameters (Menu Config Menu)

The Menu Config menu allows you to determine the menu items that are displayed and which of these

require the manager password

for access.

Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >

Menus/Keys > Menu Config menu

Note: For instructions on navigation through the menus, see

The Menu Feature .

IMPORTANT: Some parameters cannot be edited unless the terminal batch is empty. If the "Edit

Not Allwd Batch Not Empty" message appears, perform a

Batch Close then try editing the

parameter again.

Display on Menu options:

Yes

No

Password-Level options:

None

Manager

Main Menu/Keys

Select Slct to display and edit the following sub-items:

• REPRINT

• Password Level

• REPORTS

• Password Level

Mobile 8300 Operating Manual Version 1.1.01

• Quick Setup

• Password Level

• Cash Receipt

• Password Level

• Purchase

• Display on Menu

• Password Level

• Pre Auth

• Display on Menu

• Password Level

• Refund

• Display on Menu

• Password Level

• Mail/Phone

• Display on Menu

• Password Level

• Advice

• Display on Menu

• Password Level

• Payment

• Display on Menu

• Password Level

• Correction

• Display on Menu

• Password Level

• Batch Close

• Display on Menu

• Password Level

• Batch Review

• Display on Menu

• Password Level

• Batch Clear

• Display on Menu

• Password Level

Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

21

2. Features and Procedures

CONFIGURATION

Select Slct to display and edit the following sub-items:

• Setup

• Display on Menu

• Password Level

• Servers

• Display on Menu

• Password Level

• Terminal Name

• Display on Menu

• Password Level

• Menus/Keys

• Display on Menu

• Password Level

• Set Language

• Display on Menu

• Password Level

• Initialize

• Display on Menu

• Password Level

• Host Logon

• Display on Menu

• Password Level

• Host Logoff

• Display on Menu

• Password Level

• Contrast

• Display on Menu

• Password Level

22 Mobile 8300 Operating Manual Version 1.1.01

SETUP

Select Slct to display and edit the following sub-items:

• Cashback

• Display on Menu

• Password Level

• Edit Tables

• Display on Menu

• Password Level

Pre Auth

Select Slct to display and edit the following sub-items:

• Pre-Auth Rpt

• Display on Menu

• Password Level

The following items are not editable:

• Quick Setup

• Phone

• Terminal

• Communications

• IP Hosts

• REPRINT

• REPORTS

• CONFIGURE SERVER

• DOWNLOAD

• TERM DOWNLOAD

• BATCH HIST RPTS

2. Features and Procedures

Mobile 8300 Operating Manual Version 1.1.01 23

2. Features and Procedures

2.1.5 Demo Mode

Demo Mode allows you and your employees to practice operating the Moneris Mobile 8300 terminal

WITHOUT affecting your terminal total amounts, your financial accounts or your customers’ accounts.

Note: Demo Mode is available only if you close your terminal batches on the terminal (Merchant Close).

If your terminal uses System Close, you cannot use Demo Mode. (See

Processing a Batch Close .)

While the terminal is in Demo Mode:

• The DEMO icon ( ) is displayed on the left side of the screen on all menus (except the applications menu).

• All financial transaction types that are supported on your terminal can be performed in Demo mode.

• All financial transactions will be approved.

• The message APPROVED DEMO will be displayed on the screen.

• All transactions will be stored in the terminal’s memory while you remain in Demo mode.

• All receipts for demo transactions and reports on demo totals will have a DEMO banner printed across the top of them.

• The initial transaction amount must be $1.00 or less.

• If you wish to add a tip to the Purchase amount, the tip amount must be $1.00 or less.

• If you select or key in a Cashback amount during a Debit Purchase, only $1.00 is added to the transaction amount regardless of which Cashback amount is selected or keyed in.

• If you change parameters values while the terminal is in demo mode, those changes will not be cleared when you exit Demo mode. Parameter values affect the way the terminal works in both live mode and demo mode. Any changes you make in demo mode will also affect the way terminal works when you perform live transactions.

• If you power off the terminal while it is in Demo mode, it will still be in Demo mode the next time you power up the terminal.

For instructions on using Demo Mode, see:

Transactions Available in Demo Mode

Entering Demo Mode

Exiting Demo Mode

24 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.2 Optional Features

These features may be available on your terminal depending on the configuration of your Merchant ID on

the Moneris Host. If a feature is available on your terminal and you want to use it, you must enable and configure it

. If you do not want to use a feature, you can disable 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.

IMPORTANT: Some of these programs require agreements with a service provider other than

Moneris Solutions. Please ensure that the necessary agreements are in place before attempting to enable those programs on the terminal.

Chip Cards

Signatureless Transactions

Tip Processing

Cashback (Debit transactions)

Clerk IDs and Clerk Sub-totalling

Invoice Number Prompting

Personalized receipts

PAN Fraud Control

Manager Password

Multi-Terminal Reporting

Private Label Cards

Corporate Cards

Ernex Gift Program

Ernex Loyalty Program

Moneris Gift Program

Moneris Loyalty Program

2.2.1 Chip Cards

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 prompt you 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, so different chip cards may have different prompts. Some prompt for a PIN (like a debit card), while others prompt for a signature on the receipt (like a stripe credit card).

If the chip card prompts for a PIN, the cardholder must enter their PIN. If the PIN is wrong, they will be prompted to retry. If they forget their PIN, cancel the transaction, request another form of payment and direct the cardholder to contact the card issuer.

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.

Mobile 8300 Operating Manual Version 1.1.01 25

2. Features and Procedures

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.

Identifying a Chip Card

Every time a cardholder presents a card:

2.2.2 Signatureless Transactions

A "signatureless" transaction is a swiped Purchase for which a cardholder signature is not required because the Purchase amount is at or below the card's maximum Signatureless Dollar Value (SDV).

Depending on the card type and how your terminal is configured, receipts may or may not print for a signatureless transaction.

Maximum Signatureless Dollar Value (SDV)

To determine the maximum SDV for a card, print an EMV Parameters Report and locate the Contactless

CVM Limit parameter under the report's section for the card. An SDV of 9999 means there is no maximum limit.

See Signing Credit Card Receipts .

2.2.3 Tip Processing

Tip Processing on the Mobile 8300 has a number of features.

Basic Tip Processing

You can configure the terminal to prompt customers for a tip amount on Purchase, Pre-Authorization

Completion and Advice transactions. If the customer enters a tip amount greater than 0, the amount is printed on the receipt below the base amount. For tip amount entry by customers on receipts, Basic Tip

Processing prints a blank tip line below the base amount on Pre-Authorization receipts.

Note: Tip Processing is skipped on

Signatureless Transactions

.

Enhanced Tip Processing

This feature gives customers the option of keying in an amount or a percentage when prompted for a tip on Purchases. If a customer opts for a percentage, the terminal displays up to three pre-configured selectable percentage amounts. You can also configure your terminal to give customers a No Tip option.

Note: On Pre-Authorizations and Pre-Authorization Completions, Enhanced Tip Processing works the same way as Basic Tip Processing.

26 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Gratuity Guidelines

You can configure the terminal to print suggested tip amounts on the Merchant copy of Pre-Authorization receipts. The tip amounts are calculated on the base amount using three pre-configured percentage amounts.

Tip Percentage on Purchases

You can configure your terminal to automatically add a pre-set Tip Percentage to all Purchase transactions. Tip Percentage is calculated on the base amount and printed on the receipt.

Note: Tip Percentage is skipped on

Signatureless Transactions

.

For customer tip entry procedures, see Entering a Tip Amount

.

To configure Tip Processing, see

Configuring Tip Processing

.

2.2.4 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 Batch Close transaction is processed.

Cashback is available only on Debit Purchases.

When customers choose to receive cash back, the terminal prompts them to:

• select a pre-set Cashback amount,

• manually key in another amount, or

• skip Cashback altogether.

Your terminal is configured with three pre-set Cashback amounts ($10, $20, $30), but you can change these to amounts of your choice. You terminal is also configured with a limit that is applied when customers manually key an amount instead of selecting a pre-set amount ($40), but you can change it to an amount of your choice.

For Cashback customer entry procedures, see Entering a Cashback Amount

.

To configure the Cashback feature on the terminal, see

Configuring Cashback

.

2.2.5 Clerk ID Prompting and Clerk Sub-Totalling

This feature allows you to set up individual Clerk IDs on your terminal. Clerk IDs are unique identifiers that a terminal operator keys in when prompted each time he/she performs a transaction.

This allows you to produce Clerk Sub-Totals Reports

that track financial totals and number of

transactions by clerk. Using this feature also allows you to produce Tip Reports in order to track tip

activity by individual clerk.

Each Clerk ID can have one to six alphanumeric characters (punctuation and special characters are not allowed). A maximum of 255 Clerk IDs can be added for one Merchant ID. Once Clerk IDs are set up and associated with your Merchant ID, they can be used on any handheld terminal that has been configured using your Merchant ID.

IMPORTANT: Clerk Subtotals must be cleared 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 processed by a Clerk ID reaches 10,000.

Mobile 8300 Operating Manual Version 1.1.01 27

2. Features and Procedures

Default Clerk ID

A default Clerk ID can be set up on your terminal to be automatically used on all transactions (no Clerk

ID prompting). When this feature is enabled, all transactions performed on that terminal will be added to the Default Clerk IDs totals regardless of which operator performs the transaction.

For the Clerk ID prompting procedure, see

Entering the Clerk ID

.

To configure Clerk Mode on your terminal, see Configuring Clerk Mode

.

2.2.6 Invoice Number Prompting

This feature enables a prompt to key in an Invoice Number for every Credit and Debit financial transaction. If this feature is enabled, you have the option of entering an Invoice Number or bypassing the prompt by simply pressing the green OK key when the prompt appears.

The Invoice Number can be up to 10 characters long and any combination of alphabetic and numeric characters (punctuation and special characters are not allowed).

If a

Private Label Card

or a

Purchasing Card

is used, the Invoice Number can be up to 7 characters long and you cannot bypass prompt.

For Invoice Number Prompting procedures, see Entering an Invoice Number

.

To enable Invoice Number Prompting, see

Configuring Invoice Number Prompting

.

2.2.7 Personalized Receipts

You can configure your terminal to print receipts with personalized headers and footers. You can configure up to six headers and four footers. The language in which receipt text is printed is based on

your terminal's Language Selection configuration.

You can also configure your terminal to print receipts with double-wide characters for amount lines and the

Sequence Number and Approval Code lines.

In addition, you can configure your terminal to determine whether a Customer copy of the receipt after the Merchant copy on credit non-EMV (non-chip) transactions.

To configure your terminal's receipt printing, see Configuring Receipt Printing .

2.2.8 PAN Fraud Control

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. PAN Fraud Check then compares the keyed-in digits to the information contained in the card’s magnetic stripe or chip to confirm that the numbers are valid. If the numbers are invalid, the transaction cannot continue.

This feature is enabled on the Moneris Host.

For PAN Fraud Control procedures, see Responding to Basic Transaction Prompts .

28 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.2.9 The Manager Password

The Manager Password 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 of the Manager

Password at all times. If your Manager Password is compromised, change the password

immediately.

There are a number of factors that affect whether the terminal prompts for a Manager Password including

how the terminal is set up on the Moneris Host and how you have configured the use of passwords on the

terminal.

Note: On some functions, the "Password:" prompt may still appear regardless of your terminal's configuration.

To change the Manager Password, see

Changing the Manager Password

.

To configure the use of passwords on your terminal, see Menu and Editing Parameters (Menu

Config Menu)

.

2.2.10 Multi-Terminal Reporting

If you have more than one terminal associated with your Merchant Number operating in one location,

Multi-Terminal Reporting allows you to perform a

Batch Close

and print a Deposit Totals Report on all

your terminals or a sub-set of the terminals from a single terminal.

In order to use Multi-Terminal Reporting, you must set up a Terminal Name on each terminal you want to include in the function. At any time, you can add a new Terminal Name or delete a Terminal Name.

IMPORTANT: When doing a multi-terminal Batch Close and running the Multi-Terminal Deposit

Totals Report, totals are cleared on the terminal on which the functions are performed, but are

NOT cleared on the other associated terminals.

To configure Multi-Terminal Reporting, see

Configuring Multi-Terminal Reporting

.

To use Multi-Terminal Reporting, see

Processing a Multi-Terminal Batch Close

and Multi-

Terminal Deposit Totals Report

.

2.2.11 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 Multi-Terminal Batch Close

, a Terminal Name must be assigned to each terminal you

want to include in the Multi-Terminal Reporting and Batch Close processes.

To enable Multi-Terminal reporting and add/delete Terminal Names, see

Configuring Multi-

Terminal Reporting .

Mobile 8300 Operating Manual Version 1.1.01 29

2. Features and Procedures

2.2.12 Private Label Cards

The Private Label feature allows you to offer your customers a credit card that can be used exclusively in your store or stores.

Purchases

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 card Purchase with one possible additional step: the "Promo Code:" prompt may appear. Promo codes (or promotion codes) are supplied to you by the Private Label Card Issuer.

Payments

There is one transaction that is unique to Private Label Cards. The Payment transaction is used to apply a

dollar amount towards the balance on a cardholder's Private Label Card.

Reporting

Private Label Card transactions appear as a separate card type on all reports that include credit card transactions.

To configure Private Label Cards on the terminal, see Configuring Private Label Cards

.

To transact a Payment on a Private Label Card, see Transacting a Payment on a Private Label

Card

.

2.2.13 Corporate Cards

Corporate Cards (also known as Purchasing Cards) are a special type of credit card that provides enhanced reporting data to help cardholders with cost allocation, tax compliance and account reconciliation.

If the terminal is configured to accept Corporate Cards, it prompts for a Customer Reference Number and tax amounts when a Corporate Card is entered on a transaction. The Customer Reference Number and tax amounts are printed on receipts and also appear on the cardholder's monthly statement from the Corporate

Card issuer.

To enable and configure this feature, see Configuring Corporate Cards .

To transact a Purchase on a Corporate Card, see Transacting a Purchase on a Corporate Card .

2.2.14 The Ernex Program

The Ernex programs allow you to offer your customers an electronic card-based program that is activated and processed through the Moneris Mobile 8300 terminal. There are two programs available:

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. This is available for small businesses as the

Moneris Gift Card program and as a customized program for national chains.

Loyalty Points: allows you to reward customer loyalty by awarding points based on the dollar value of purchases a cardholder makes. This is available for small businesses as the Moneris Loyalty Card program and as a customized program for national chains.

All transactions, administrative and configuration functions begin at the

GIFT & LOYALTY transactions menu

.

30 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.3 Procedures

Listed below are some of the more common procedures followed on the Mobile 8300.

For other, more specific procedures, see

Financial Transactions

,

Admin Transactions ,

Reports ,

End-of-

Day Procedure

and

Demo Mode Transactions

.

Powering up the terminal

Powering down the terminal

Attaching the battery to the terminal

Removing the battery from the terminal

Charging the battery

Loading paper in the printer

Selecting the terminal language

Taking a manual imprint of a credit card

Transaction prompts:

Responding to basic transaction prompts

Entering a tip amount

Entering a Cashback amount on a debit transaction

Entering the Clerk ID

Entering an Invoice number

Receipts:

Finding a transaction's Sequence and Orig Auth numbers

Signing credit card receipts

Reprinting a receipt

Printing a cash receipt

Entering alphabetic characters and punctuation

Cancelling a transaction

Cancelling a report

Terminal security:

Changing the manager password

Requesting a Code 10 Authorization

Dealing with disputed debit transactions

Mobile 8300 Operating Manual Version 1.1.01 31

2. Features and Procedures

2.3.1 Powering Up the Mobile 8300

The Moneris Mobile 8300 terminal does not have an ON/OFF switch.

32

The 8300 Charge Base 2-part Power Cable

IMPORTANT: You must use the exact power adaptor and cable provided with the charging base by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to, the terminal.

To power up (or turn on) the charging base:

1. Plug the power adaptor cable into the power port ( ) on the

base

.

2. Plug the power cable into the power adaptor.

3. Plug the other end of the power cable into a power source, e.g. a wall jack or a power bar.

To power up (or turn on) the terminal:

Press and hold the green OK key until the display lights up and the keypad backlight comes on.

OR

Place the terminal on the

charging base .

The terminal is ready when the

applications menu

appears.

Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.3.2 Powering Down the Mobile 8300

The Moneris Mobile 8300 terminal does not have an ON/OFF switch.

To help reduce battery usage, power down the terminal when you are not using it.

The terminal will power off automatically when it is has remained in Sleep Mode for approximately 4

hours and the terminal is not sitting on a charging base.

To power down (or turn off) the terminal:

1. Press the * (asterisk) key to access the applications menu .

2. Press and hold down the red CANC ANNUL key until the message “Shutting Down 2” appears and the terminal beeps.

3. Release the red CANC ANNUL key.

The screen will go blank and the backlight will turn off.

Note: See Powering Up the Terminal

.

2.3.3 Loading Paper in the Integrated Printer

Paper well open and empty Paper well open with roll of paper

To load a paper roll into the terminal:

1. Open the paper well at the back of the terminal of the base.

2. Press the printer latch towards the back of the printer then lift the printer lid up and back.

3. Remove the paper roll that is in the paper well.

4. Place the new paper roll into the paper well with the loose end unrolling from the bottom of the roll towards the top of the terminal.

5. Pull the loose end of the paper towards the top of the terminal at least one inch (2.2 cm) past the metal teeth at the front of the paper well.

6. Close the printer lid and press firmly on it to ensure that it is securely latched.

7. Tear off the loose end of the paper by pulling it towards the keypad then sideways across the metal teeth.

8. Press the 3 key to feed paper through the printer and ensure it is working properly.

The printer is ready to print again.

Note: If the printer ran out of paper in the middle of a receipt or report, you may be able to

reprint the receipt or report

.

Mobile 8300 Operating Manual Version 1.1.01 33

2. Features and Procedures

2.3.4 Selecting the Terminal Language

The text on the terminal display, receipts and reports can be in one of two languages: English and French.

One language can be selected for the Merchant and another for the Customer.

Selecting the Merchant Language

The Merchant Language is used on merchant terminal prompts, the merchant copy of receipts and reports.

The language is initially set on the Moneris Host but it can be changed anytime through

the

CONFIGURATION menu

.

IMPORTANT: The language can be changed only AFTER the

terminal's first initialization .

To change the Merchant Language:

1. On the

applications menu , select DEBIT & CREDIT.

The

transactions menu appears.

2. Press the green OK key to access the CONFIGURATION menu.

3. Scroll down and select Set Language.

4. Select ENG (English) or FRN (French).

5. Press the red CANC ANNUL key then press the * (ASTERISK) key to return to the applications menu.

Selecting the Customer Language

The Customer Language is used on customer terminal prompts and customer copies of receipts. By default, the language is the same as the Merchant Language but is set for each individual transaction based on the Language Code on the customer's card. When the terminal detects the code, it switches to that language for the duration of the transaction. When the transaction is complete, the terminal reverts to the Merchant Language.

If a Language Code is not present on the card or if it is neither English nor French, the terminal prompts the customer to select either English or French.

To change the Customer Language on the terminal:

1. You or the customer swipes or inserts the card .

2. At the "Select Language" prompt, the customer selects ENG or FRN.

The selected language is used for the duration of the transaction.

2.3.5 Taking a Manual Imprint of a Credit Card

If the "Imprint Card Press OK Key" prompt appears:

1. Take an imprint of the customer's credit card using the imprinter and the 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.

Note: If the transaction amount is over your Merchant Floor Limit, call the Moneris Credit Voice

Authorization number to obtain a Voice Authorization Number for the transaction and record the Voice

Authorization Number on the paper sales draft.

3a. To process a Purchase, have the cardholder sign the sales draft. Ensure the signature matches the

signature on the card. If not, contact the Moneris Merchant Service Centre

.

OR

34 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

3b. To process a Refund, sign the sales draft yourself.

4. Provide the customer with the Cardholder Copy of the Sales Draft and retain the Merchant Copy for your records.

5. Press the green OK key to continue the transaction.

2.3.6 Responding to Basic Transaction Prompts

Merchant Prompts

If this prompt appears ...

Customer Press OK to Continue

Return to Clerk

Last 4 Digits

Exp Date (MMYY)

Validation Code

Code present?

Promo Code:

Take this action

Pass the terminal to the customer, who follows the prompts.

Retrieve the terminal and press the green OK key to continue.

Key in the last four digits of the card number and press the green

OK key.

Key in the card's expiry date (MMYY) and press the green OK key.

Key in the three- or four-digit validation code on the back of the card and press the green OK key.

If the code is not there, select No. If the code is not readable, select Xread.

Key in the six-digit

Private Label

promotion code and press the green OK key.

Customer Prompts

If this prompt appears ...

Customer Press OK to Continue

Select Language Select

Select Appl: Select a displayed application by pressing the corresponding function key (F1, F2, etc.)..

<Application name>-OK? Select Yes to confirm use of the displayed application.

Purchase Amount OK?

Purchase Total OK?

Select Account:

Enter PIN & OK:

Remove Card

Return to Clerk

Take this action

Press the green OK key.

Check the Purchase amount and select Yes to accept it.

Check total Purchase +

Cashback +

Tip Amount and select Yes

to accept it.

Select CHQ (Chequing) or SAV (Savings).

Key in their PIN (Personal Identification Number) and press the green OK key.

Remove the chip card from the reader.

Return the device to you.

Mobile 8300 Operating Manual Version 1.1.01 35

2. Features and Procedures

2.3.7 Entering a Tip Amount

Basic Tip Processing

If

Basic Tip Processing

is enabled on the terminal, the customer is prompted as shown below on

Purchase, Pre-Authorization Completion and Advice transactions.

1. "Tip: $0.00" appears on the terminal.

2a. The customer (or in some cases you) keys in a tip amount to add to the transaction and presses the green OK key to continue the transaction with the tip added.

OR

2b. The customer presses the green OK key without keying in a tip amount and the transaction continues with no tip added.

Note: Tip Processing is skipped on

Signatureless Transactions

.

Enhanced Tip Processing

If

Enhanced Tip Processing is enabled on the terminal, the customer is prompted as shown below on

Purchase transactions.

Note: On Pre-Authorizations and Pre-Authorization Completions, Enhanced Tip Processing works the same way as Basic Tip Processing.

1. "Tip Type:" appears on the terminal.

2a. The customer selects %.

If

three configured suggested percentages appear with an Other selection, the customer selects the

desired tip percentage OR selects Other, keys in a tip percentage and presses the green OK key to continue the transaction with the tip added accordingly.

If no tip percentages have been configured on the terminal, the "Tip %:" prompt appears, and the customer keys in a tip percentage then presses the green OK key to continue the transaction with the tip added accordingly.

OR

2b. The customer selects $.

At the "Tip:" prompt, the customer keys in a tip amount and presses the green OK key to continue the transaction with the tip added.

OR

2c. The customer selects No Tip (selection is available only if the

No Tip option is enabled on the

terminal) and the transaction continues with no tip added.

IMPORTANT: Basic Tip Processing must be enabled in order for Enhanced Tip Processing to work.

To configure Tip Processing, see

Configuring Tip Processing

.

36 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.3.8 Entering a Cashback Amount on a Debit Transaction

If the

Cashback option

is enabled on the terminal, the customer is prompted as follows on Debit Purchase transactions.

1. The "Cashback?" prompt appears on the terminal.

2a. The customer selects Yes.

Three pre-set amounts appear with an Other selection.

If the customer selects a pre-set amount, the transaction continues with the amount added to the

Purchase.

If the customer selects Other, the "Cash:" prompt appears, and the customer keys in a cash amount then presses the green OK key to continue the transaction with the amount added to the Purchase.

If the customer selects Other and the keyed in amount exceeds

the maximum Cashback allowed , an

"Out of range" message appears and the customer is prompted to key in another amount.

OR

2b. The customer selects No and the transaction continues with no Cashback amount added.

Note: The Cashback amount is withdrawn from the same account used for the Purchase transaction.

To configure the Cashback option, see

Configuring Cashback

.

2.3.9 Entering the Clerk ID

If

Clerk ID prompting is enabled, the terminal prompts you as shown below on all transactions.

1. The "Clerk Id:" prompt appears on the terminal.

2. Key in a Clerk ID (1-6 digits) and press the green OK key to continue the transaction.

Note: You are required to key in a Clerk ID when prompted for one.

To configure Clerk ID prompting, see Configuring Clerk Mode .

2.3.10 Entering an Invoice Number

If

Invoice Number prompting is enabled, the terminal prompts you for an Invoice ID on Credit Card and

Debit transactions.

1. The "Invoice Id:" prompt appears on the terminal.

2a. Key in an alphanumeric Invoice ID up to 10 characters long and press the green OK key to continue the transaction.

OR

2b. Press the green OK key to bypass the prompt.

Note: If prompted for an Invoice Number during a

Corporate Card Purchase transaction, you must key in

a number with a maximum of 7 characters..

To configure Invoice Number Prompting, see

Configuring Invoice Number Prompting

.

Mobile 8300 Operating Manual Version 1.1.01 37

2. Features and Procedures

2.3.11 Finding a Transaction's Sequence and Orig Auth Numbers

Sequence Number

The Sequence Number is printed on the receipt for all transactions. A transaction's Sequence Number is the first 6 of the last 7 digits of the Seq # printed on the receipt. For example, if the Seq # on a receipt is

0001234560, the Sequence Number is 123456.

The Sequence Number is used to select transactions from the terminal memory to process Corrections,

Pre-Authorization Completions and Pre-Authorization Deletions, to reprint receipts

and to use the

Batch

Review function.

To process a Pre-Authorization

Completion or Deletion:

Use the Sequence Number printed on the

Pre-Authorization receipt.

Note: If you do not have the Pre-

Authorization receipt, print the Pre-Auth

Transactions Report to obtain the Pre-

Authorization's Sequence Number.

To process a Correction (transaction void):

Use the Sequence Number printed on the receipt of the transaction you want to void.

Note: If you do not have the original receipt, use the

Batch Review

function to obtain the

Sequence Number of the transaction you want to void.

Orig Auth #

The Orig Auth # is printed on the receipt for all transactions. A transaction's Orig Auth # is the 6-digit Appr Code printed on the receipt (e.g., 654321).

The Orig Auth # is used to select transactions from the terminal memory to process Refunds.

To process a Refund:

Use the Orig Auth # (Appr Code) on the receipt of the transaction you want to refund.

38 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.3.12 Signing Credit Card Receipts

General Guidelines

• If a signature line appears on the Merchant copy of a receipt, the cardholder must sign the receipt.

• If NO SIGNATURE REQUIRED or VERIFIED BY PIN appears on the Merchant copy of a receipt, a signature is not required.

• If a signature line appears on the Customer copy of a receipt, you (the merchant) must sign the receipt.

Signatureless Transactions

A "signatureless" transaction is a swiped Purchase for which a cardholder signature is not required because the Purchase amount is at or below the card's maximum Signatureless Dollar Value (SDV).

Depending on the card type and how your terminal is configured, receipts may or may not print for a signatureless transaction.

To configure receipt printing, see Configuring Receipt Printing .

2.3.13 Reprinting Receipts

This function prints a duplicate Merchant copy of receipts.

Note: To have the function print the Customer copy of a receipt as well as the Merchant copy, enable the

Rprnt Cust Copy parameter (see

Configuring Receipt Printing ).

To reprint a receipt:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPRINT key (second purple key from the right, below the icon on the screen).

The REPRINT menu appears.

3a. To reprint the Merchant Copy of the last transaction receipt, select Last Receipt.

OR

3b. To reprint a different receipt, select Any Receipt, key in the transaction's

Sequence Number and press

the green OK key.

The terminal prints the Merchant Copy of the receipt.

Note: On

signatureless transactions

, this function always prints the Customer copy of the receipt.

4. If the "Prnt Cust Copy?" prompt appears: a. Select Yes to print the Customer Copy of the receipt.

OR b. Select No to return directly to the transactions menu.

Mobile 8300 Operating Manual Version 1.1.01 39

2. Features and Procedures

2.3.14 Printing a Cash Receipt

Use this function to print a receipt for a cash purchase.

To print a cash receipt:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press 9 to print a cash receipt.

If the "Clerk Id:" prompt appears, key in your

Clerk ID and press the green OK key.

The "Amount: $" prompt appears.

3. Key in the amount of the purchase and press the green OK key.

4. If the "Tip: $0.00" prompt appears: a. The customer can key in a tip amount and press the green OK key.

OR

b. You can press the green OK key to print a Tip line and Total line on the cash receipt.

2.3.15 Entering Alphabetic Characters and Punctuation

Alphabetic Characters

To key in alphabetic characters:

1. Press the number key with the character you want to display.

2. Press the ALPHA key repeatedly until the character appears on the screen.

For example, to key in “THANK YOU.”:

To key in this text:

T

H

A

N

K

Press these keys on the keypad:

8 ALPHA

4 ALPHA ALPHA

2 ALPHA

6 ALPHA ALPHA

5 ALPHA ALPHA

[space]

0 ALPHA ALPHA

Y

O

U

9 ALPHA ALPHA ALPHA

6 ALPHA ALPHA ALPHA

8 ALPHA ALPHA

.

[period]

1 ALPHA

Note: Use the yellow CORR key to delete single characters.

40 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

Punctuation and Special Characters

KEY CHARACTER

1 . (period or dot)

\ (backslash)

3 %

6 ?

7 [

8 ]

9 {

, (comma)

' (apostrophe)

" (quotation mark)

}

(space)

+

&

# # (pound or number sign)

=

:

$

^

Note: These are not allowed for Clerk IDs

and Invoice Numbers

.

2.3.16 Cancelling a Transaction

Note: Once the terminal has begun communicating with the Moneris host, i.e., once the "Processing" message is displayed, the transaction can no longer be cancelled.

To cancel a transaction:

Press the red CANC ANNUL key.

The terminal prints the Merchant Copy of the receipt with TRANS CANCELLED on it, if configured, prints the Customer Copy of the receipt with TRANS CANCELLED on it then returns to the transactions menu.

Mobile 8300 Operating Manual Version 1.1.01 41

2. Features and Procedures

2.3.17 Cancelling a Report

To cancel a report:

1. Press the red CANC ANNUL key.

If the report has begun printing, the terminal stops printing the report and returns to the REPORTS menu.

Note: The Terminal Stats report continues to print until the report is finished.

2. Press the red CANC ANNUL key to return to the transaction menu.

2.3.18 Changing the Manager Password

IMPORTANT: For security purposes, we strongly recommend you change your terminal's temporary Manager Password to a secure password of your own. The password should not be changed until after the terminal's

first initialization .

To change the Manager Password:

1. On the

applications menu , select DEBIT & CREDIT.

The

transactions menu appears.

2. Press the green OK key to access the CONFIGURATION menu.

3. Select Setup, key in the current manager password or the temporary password, and press the green OK key.

4. Select Terminal.

5. Select Next until “Manager Pwd” appears.

6. Select Edit, key in your new password and press the green OK key.

Note: The password must be 5-10 digits long and must consist of numbers only.

7. Select Exit then select the green OK key to save changes.

8. Press the red CANC ANNUL key then press the * (ASTERISK) key to return to the applications menu.

See The Manager Password .

42 Mobile 8300 Operating Manual Version 1.1.01

2. Features and Procedures

2.3.19 Requesting a 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

agent 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:

• the signature on the credit card does not seem to match the signature on the 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.

2.3.20 Dealing With Disputed Debit Transactions

Do not attempt to resolve or compensate a cardholder for a disputed Debit transaction. Refer the

Cardholder to their Financial Institution.

Mobile 8300 Operating Manual Version 1.1.01 43

2. Features and Procedures

44 Mobile 8300 Operating Manual Version 1.1.01

3. The Moneris Mobile 8300 Hardware

3.1 The Moneris Mobile 8300 Duet Terminal

The terminal consists of:

• a hand-held wireless terminal with:

• an integrated PINpad

an LED status light

• a backlit display

a backlit keypad

an integrated printer

• a

magnetic stripe reader

• a

chip card reader

a removable, rechargeable battery

• a charging base

base with:

Mobile 8300 Operating Manual Version 1.1.01 45

3. The Moneris Mobile 8300 Hardware

3.2 Backlight

Both the screen and the keypad light up to make it easier to read the screen and locate the keys in lowlight locations such as restaurants.

The backlight will turn off automatically when the terminal has remained at the application menu or one

of the transaction menus for 6 minutes and it is not on a charging base. When the backlight turns off, the

screen displays **SLEEP MODE** above the application menu.

To turn the backlight back on and exit sleep mode

, press the green OK key on the terminal.

8300 Handheld with the backlight on

3.3 Setting up the Terminal

Follow these three steps to set up the terminal hardware:

1.

Charge the battery

.

IMPORTANT: When charging a battery for the first time, it must be charged for a minimum of 3 hours.

2.

Insert the SIM card

.

3. Check the printer for paper: a. From the applications menu, select DEBIT & CREDIT. b. Press the 3 key to see if paper appears.

Note: If no paper appears, load a paper roll in the printer

.

46 Mobile 8300 Operating Manual Version 1.1.01

3. The Moneris Mobile 8300 Hardware

3.4 Wireless Signal Status Icons

The terminal must be within the coverage area of the wireless service provider in order to process transactions. If the either the wireless signal status icon or the antenna icon does not appear, the terminal cannot process transactions.

3.4.1 The Antenna Icon

The antenna icon appears in the lower left side of the display whenever a menu is displayed.

Icon Description

The terminal is connected to the wireless network and can process transactions.

The terminal is NOT connected to the wireless network and can NOT process transactions.

3.4.2 The Wireless Signal Strength Icon

The wireless signal status icon appears in the bottom left corner of the terminal display on all menus except the application menu.

4 bars The terminal is receiving a strong signal from the wireless network and can process transactions.

3 bars The terminal is receiving a good signal and can process transactions.

2 bars

1 bar

0 bars

The terminal is receiving a signal and can process transactions but it may take longer to complete a transaction.

The terminal is receiving a weak signal and may not be able to process transactions.

The terminal is not receiving any signal and can

NOT process transactions.

Mobile 8300 Operating Manual Version 1.1.01 47

3. The Moneris Mobile 8300 Hardware

3.5 The Terminal Keypad

The Mobile 8300 keypad and purple function keys

The terminal keypad contains alphanumeric keys and function keys.

3.5.1 Alphanumeric Keys

These keys allow you to enter amounts for transactions, text for receipt messages and selection criteria for reports. Some alphanumeric keys also act as function keys (see below).

3.5.2 The Function Keys

NAME ALLOWS YOU TO...

F0 to F5 select the option displayed on the right-hand side of the display screen beside the function key

Purple keys select the icon displayed on the bottom of the display screen above the purple key

Arrow Key scroll down or up (press the yellow CORR key to toggle between scrolling up and down)

The first purple key on the left, located under the arrow icon ( or ).

Reprint Key launch the

REPRINT menu

The second purple key from the right, located under Reprint icon ( ) .

Reports Key launch the

REPORTS menu

ALPHA

CANC

ANNUL

The first purple key on the right, located under the Reports icon ( ).

- enter alphabetic characters for personalized receipt text, Clerk IDs, etc.

Located in the middle of the row of purple keys.

- cancel a transaction

- return to the transaction menu after completing a transaction

- return to the previous menu when performing ADMIN functions

The red key located at the bottom left of the keypad.

48 Mobile 8300 Operating Manual Version 1.1.01

3. The Moneris Mobile 8300 Hardware

NAME

CORR

OK

3

6

9

* (asterisk)

ALLOWS YOU TO...

- 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

- change the direction of the arrow icon above the 1st purple function key.

The yellow key located at the bottom centre of the keypad.

- confirm the data input is complete

- confirm the data displayed is correct

- display the

CONFIGURATION menu if pressed when the terminal is at the

transactions menu .

The green key located at the bottom right of the keypad.

advance the paper in the printer

access the Quick Setup

menu

print a Cash Receipt

return to the

applications menu

3.6 The Magnetic Stripe Card Reader

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 magnetic stripe.

To swipe a card, the magnetic stripe must be down and facing towards the terminal.

Cards can be swiped from the back of the terminal forwards or from the front of the terminal backwards.

Mobile 8300 Operating Manual Version 1.1.01 49

3. The Moneris Mobile 8300 Hardware

3.7 The Chip Card Reader

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 into the chip card reader:

1. Ensure that: a. the card is facing up

AND b. the chip is closest to chip card reader slot on the terminal.

2. Slide the card into the chip card reader slot until the card stops sliding in.

Inserting a Chip Card in to the Chip Card Reader

IMPORTANT: Leave the chip card in the reader for the entire transaction.

3. When the "Remove Card" prompt appears, pull the card gently out of the chip card reader.

3.8 The Integrated Printer

A thermal printer is integrated into the Moneris Mobile 8300 terminal. It prints black text on white, onepart thermal paper.

To order additional paper rolls, see Assistance

. To load a paper roll in the printer, see Loading

Paper in the Printer .

50 Mobile 8300 Operating Manual Version 1.1.01

3.9 Inserting the SIM Card

3. The Moneris Mobile 8300 Hardware

SIM Card Slot - No SIM Card SIM Card Slot with SIM Card

1.

Remove the battery

from the terminal.

2. Insert the SIM card in to the top right slot marked SIM.

Make sure that the metal contacts on the SIM card are face-down and the notch on the SIM card is aligned with the notch on the outline of the SIM slot (marked SIM).

IMPORTANT: There are four slots. Make sure you insert the SIM card into the SIM slot.

3.

Re-attach the battery to the terminal.

4.

Power up the terminal .

The terminal is ready when the applications menu appears.

Mobile 8300 Operating Manual Version 1.1.01 51

3. The Moneris Mobile 8300 Hardware

52 Mobile 8300 Operating Manual Version 1.1.01

4. Battery Management

4.1 The Battery

Top of Battery Bottom of Battery

The Mobile 8300 is powered by a removable Li-ion battery.

IMPORTANT: You must use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and/or battery and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.

To extend the battery life, reduce battery usage. You can

power off the terminal manually when you are

not using it or wait for the terminal to go into Sleep Mode

after a set time period.

The battery can only be charged while attached to the terminal. It cannot be charged by itself.

To purchase additional batteries, contact Moneris Solutions .

To charge the battery, refer to

Charging the Battery

.

To attach the battery to a terminal, refer to Attaching the Battery

.

To remove the battery from a terminal, refer to

Removing the Battery

.

4.2 Attaching the Battery

1. Turn the handheld so that the keypad and display are facing to the left, the back of the handheld is facing to the right and the chip card reader is facing up.

2. Hold the battery with the connectors facing downwards and the Verifone logo facing the battery well.

IMPORTANT: Do not touch the contacts on the battery or the handheld.

3. Insert the two plastic teeth at the bottom of the battery into the slots at the bottom of the battery well.

4. Tilt the battery towards the terminal into the battery well.

5. Press the top of the battery towards the terminal until you hear a click.

Mobile 8300 Operating Manual Version 1.1.01 53

4. Battery Management

4.3 Removing the Battery

Battery Removal

IMPORTANT: The handheld must be powered off before removing the battery.

1. Power off the handheld.

2. Turn the handheld so that the keypad and display are facing to the left, the back of the handheld is facing to the right and the chip card reader is facing up.

3. Press down on the latch on the battery.

4. Pull the latch to the right.

The top of the battery lifts off the back of the handheld.

5. Holding onto the sides of the battery, lift the battery up to disengage the two plastic teeth at the bottom of the battery.

IMPORTANT: Do not touch the contacts on the battery or the handheld.

4.4 Charging the Battery

To recharge the battery, there are two options:

• a car-charger cable that connects to a vehicle's cigarette lighter. This is available for purchase.

• a charging base

with charging cable and power adaptor. This is available for purchase.

IMPORTANT: When charging a battery for the first time, it must be fully charged before it is used. This will take approximately 6 hours.

54 Mobile 8300 Operating Manual Version 1.1.01

4. Battery Management

Battery Charging Tips

• The battery must be attached to the terminal for charging-never charge the battery on the charging base by itself.

• Avoid frequent full discharge - it is better to recharge more often.

• Return the device to the charging station whenever possible. Charging a full battery is safe and does not damage the battery.

• The battery will not re-charge while the terminal is printing.

• If the terminal has been inactive for a number of weeks, a full recharge may be necessary.

• Allow a full discharge once a month (or at least once every 3 months)

• It is not recommended that batteries be allowed to fully discharge for extended periods of time as this may cause permanent damage.

4.5 The Charging Cable for Use in Your Vehicle

IMPORTANT: You must use the exact battery charging cable and power adaptor provided with the terminal by Moneris Solutions and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and/or the battery and Moneris

Solutions shall have no liability whatsoever for a failure to follow these instructions.

1. Ensure the battery is attached to the terminal.

2. Plug the charging cable into the port on the terminal and the vehicle's cigarette lighter.

The

LED on the terminal flashes yellow

and the

battery charge level icon will appear on the terminal

display while the battery is charged.

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4. Battery Management

4.6 The Charging Base

The Moneris Mobile 8300 Charging Base

IMPORTANT: You must use the exact power cable and power adaptor

provided with the terminal by Moneris Solutions and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal, the battery and/or the charging base and

Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.

The base consists of the terminal cradle (see above) and the

two-piece power cable .

4.6.1 LED Status Light on the Charging Base

The LED Status Light on the front of the Charging Base

When the right-hand LED (above the symbol) is glowing solid green, the power cable is plugged into base and providing power to the base.

Please note that the left-hand LED (above the symbol) is not used on the charging base available from

Moneris Solutions.

56 Mobile 8300 Operating Manual Version 1.1.01

4.6.2 Power Port on the Charging Base

4. Battery Management

4.7 The Power Cable for the Charging Base

IMPORTANT: You must use the exact battery charging cable and power adaptor provided with the terminal by Moneris Solutions and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and/or the battery and Moneris

Solutions shall have no liability whatsoever for a failure to follow these instructions.

Mobile 8300 Operating Manual Version 1.1.01 57

4. Battery Management

Before you begin, ensure the battery is attached to the terminal.

1. Plug the power adaptor cable into the power port on the charging base ( ).

2. Plug the power cable into the power adaptor.

3. Plug the other end of the power cable into a power outlet.

4. Place the terminal on the charge base.

The

LED flashes yellow

and the battery charge level icon will appear on the terminal display while the

battery is charged.

IMPORTANT: When charging a battery for the first time, it must be fully charged before it is used. This will take approximately 6 hours.

4.8 Battery Charge Level

The battery charge level icon appears in the bottom left corner of the terminal display on all menu screens except the applications menu..

75% Battery almost fully charged

25%

10%

0%

Battery almost empty

Printing slows down, and the green backlight goes off and can not be turned on again until a charged battery is attached to the terminal or the terminal is placed on a charging base.

Battery is virtually empty.

The terminal cannot print receipts or reports. The terminal will not process transactions until a charged battery is attached to the terminal or the terminal is placed on a charging base.

Battery is empty.

The terminal will power off unless a charged battery is attached to the terminal or the terminal is placed on a charging base.

58 Mobile 8300 Operating Manual Version 1.1.01

4. Battery Management

4.9 LED Status Light on the 8300

• Green - Solid: Terminal is charged and ready to use.

• Red - Flashing Slowly: Out of paper.

• Red - Flashing Quickly: Very low battery

• Amber - Flashing Slowly while terminal is on the charging base : Battery is charging.

• Off - The terminal is off.

4.10 Sleep Mode

The terminal automatically goes into sleep mode when it is has remained at the application menu or one

of the transactions menus for 6 minutes and the terminal is not sitting on a charging base.

In sleep mode, the backlight is off and the screen displays **SLEEP MODE** above the application menu.

To exit sleep mode, press any key on the terminal.

Note: The terminal will not go into sleep mode when it is seated on the charging base .

Mobile 8300 Operating Manual Version 1.1.01 59

4. Battery Management

60 Mobile 8300 Operating Manual Version 1.1.01

5. Configuring Your Terminal

Your Mobile 8300 terminal can be set up to accept and process a variety of cards including debit cards, credit cards, Private Label credit cards, and corporate (a.k.a. purchasing) credit cards. The terminal can also be set up to support gift card programs and loyalty programs.

Before you begin using your terminal to process transactions, you must configure it, inputting any special values and parameters needed for the options you want to use. Before you start, ensure you have the following information available:

• your Merchant ID

• your Terminal ID

1. Configure the communications parameters.

2. Configure your

Merchant ID and Terminal ID .

3. Select the standard features

and the

optional features you intend to use on the terminal.

4. Configure the selected features:

Receipt printing

Tip Processing

Cashback

Clerk IDs and Clerk Sub-Totalling

Invoice Prompting

Multi-Terminal Reporting

Private Label Cards

Corporate Cards

Note: Some terminal parameters can be edited using the Quick Setup menu .

5.

Initialize your terminal .

6.

Print a Terminal Parameters Report

.

5.1 Using Quick Setup

The Quick Setup menu provides quick access to a number of popular terminal configuration parameters.

See the list of parameters below.

To access Quick Setup:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. From the transactions menu, press 6.

The "Password:" prompt appears.

3. Key in the

manager password and press the green OK key.

The first Quick Setup menu appears.

5.1.1 Options for Each Parameter

• View (display and edit parameters)

• Print (print a list of parameters in the sub-menu and their current values)

Mobile 8300 Operating Manual Version 1.1.01 61

5. Configuring Your Terminal

5.1.2 Parameters

These parameters can also be found on other menus. For instructions on editing the parameters, refer to the section for the menu indicated in parentheses beside the parameter.

Phone

Do Not Use

Terminal

• MONC Term Id (also found in the

Edit Format menu

)

• MONC Merch Num (also found in the

Edit Format menu )

• Tip Processing (also found in the

Edit Terminal menu

)

• Clrk/Srvr Mode (also found in the

Edit Terminal menu )

• Customer Copy (also found in the

Receipt Parameters menu )

• Header Line 1 to 6 (also found in the

Receipt Parameters menu and the

Edit MIT menu )

• Terminal Beep (also found in the

Edit Terminal menu

)

Communications

Do Not Use

IP Hosts

Do Not Use

5.2 Configuring Your Merchant ID and Terminal ID

To configure your Merchant ID and Terminal ID:

1. On the

applications menu, select DEBIT & CREDIT.

"Activating App" appears followed by the transactions menu.

2. Press the green OK key to access the CONFIGURATION menu.

3. Select Setup, key in the temporary password and then press the green OK key.

4. Scroll down and select Merchant.

“Term Id” appears.

5. Select Edit, key in the Terminal ID (the eight-digit number starting with 28 found on the back of the terminal, e.g. 28123456) and press the green OK key.

6. Select Next until “Merch Num” appears.

7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g. 0030212345678) and press the green OK key.

Note: Your Moneris Merchant ID was provided to you when Moneris contacted you to confirm your terminal order. If you currently have a 9-digit merchant number beginning with a 1, 2 or 4, simply add

0030 to the beginning (i.e., 123456789 becomes 0030123456789).

8. Select Exit then select OK to save changes.

9. Press the red CANC ANNUL key then press the * (ASTERISK) key to return to the applications menu.

62 Mobile 8300 Operating Manual Version 1.1.01

5. Configuring Your Terminal

5.3 Configuring Receipt Printing

There are several parameters you can edit to configure what your receipts will look like and how they will print.

5.3.1 Enable the Printer

Use the Enable Printer

parameter to enable/disable the integrated printer. The printer is enabled by default.

5.3.2 Configure Receipt Headers and Footers

Use these parameters to configure the lines of text you want to appear at the top of your receipts: Header

Line 1

, Header Line 2 to 5 ,

Header Line 6 .

Use these parameters to configure the lines of text you want to appear at the bottom of your receipts:

Footer 1 to 3 ,

Footer 4 .

All the parameters are blank by default.

5.3.3 Enable Large Amount Printing

Use the Large Amt Print

parameter to enable/disable printing of double-wide characters for amount lines

and the Sequence number and Approval Code lines (see Finding Sequence and Orig Auth Numbers

). The feature is enabled by default.

5.3.4 Enable Printing of Customer Copies

Use the Customer Copy parameter to enable/disable and configure printing of Customer copies of

receipts from non-chip transactions. By default, the terminal is configured to print Customer copies automatically.

5.3.5 Enable Re-Printing of Customer Copies

Use the Reprnt Cust Copy

parameter to enable/disable and configure re-printing of Customer copies of receipts in addition to Merchant copies. Re-printing of customer copies is disabled by default.

5.3.6 Configure the Print Prompt Beep Delay

Use the Prompt Beep Delay

parameter to configure the number of seconds you want the terminal to wait before printing the Customer copy after beeping and displaying the "Tear Receipt; Press OK key" prompt.

For receipt-related procedures, see Finding Sequence and Orig Auth Numbers

,

Signing Credit

Card Receipts

,

Reprinting Receipts

and Printing a Cash Receipt

.

5.4 Configuring Tip Processing

5.4.1 Basic Tip Processing

To enable Basic Tip Processing:

1. Set the

Tip Processing

parameter to On - Prompt.

2. Set the

Tip % nn.nn

parameter to 0.

Note: Tip Processing is skipped on

Signatureless Transactions

.

Mobile 8300 Operating Manual Version 1.1.01 63

5. Configuring Your Terminal

5.4.2 Enhanced Tip Processing

Note: On Pre-Authorizations and Pre-Authorization Completions, Enhanced Tip Processing works the same way as Basic Tip Processing.

To enable Enhanced Tip Processing:

1. Set the

EnhancedTipProc

parameter to On.

2. Set the

Tip Processing

parameter to On - Prompt.

IMPORTANT: Basic Tip Processing must be enabled in order for Enhanced Tip Processing to work.

To enable the No Tip option:

1. Make sure Enhanced Tip Processing is enabled.

2. Set the

TipNone

parameter to On.

To configure the suggested tip percentage amounts:

1. Make sure Enhanced Tip Processing is enabled.

2. Set any of the

Sug Tip% 1 nn , Sug Tip% 2 nn and Sug Tip% 3 nn

parameters to the desired percentage amount (e.g., for 15%, key in 15).

Note: If all three parameters are set to 0, the customer is prompted for a percentage amount if he/she selects the percentage option on tip prompting.

5.4.3 Gratuity Guidelines Printing on Pre-Authorization Receipts

To enable printing of Gratuity Guidelines:

1. Set the

Gratuity Guide?

parameter to On.

2. Set all of the

Sug Tip% 1 nn

,

Sug Tip% 2 nn and Sug Tip% 3 nn parameters to a value greater than 0

(e.g., for 15%, 20% and 30%, key in 15, 20 and 30).

3. Set the

Tip Processing

parameter to On - Prompt.

Note: Both the Enhanced Tip Processing feature and the Gratuity Guidelines feature make use of the Sug

Tip% parameters when enabled. However, these features operate independently of each other, and you do not need to enable Gratuity Guidelines to use Enhanced Tip Processing.

5.4.4 Tip Percentage on Purchases

To configure Tip Percentage:

1. Set the

Tip % nn.nn

parameter to a value greater than 0 (e.g., for 15%, key in 1500).

2. Set the

Tip Processing

parameter to On - Prompt.

Note: Tip Percentage is skipped on

Signatureless Transactions

.

For Tip Processing customer entry procedures, see Entering a Tip Amount .

64 Mobile 8300 Operating Manual Version 1.1.01

5. Configuring Your Terminal

5.5 Configuring the Cashback Feature

5.5.1 Cashback Amount Prompting on Debit Transactions

To enable Cashback prompting:

1. Set the

CashBack Option

parameter to On.

2. Make sure the Show CB Choices parameter is set to On.

5.5.2 Changing Cashback Amounts

To change the pre-set Cashback amounts:

1. Set the any of the

Amt 1

,

Amt 2 and

Amt 3 parameters to new amounts of your choice.

2. Make sure the CashBack Option parameter is set to On.

5.5.3 Setting the Cashback Limit

To change the pre-set Cashback limit:

Set the

Amt Limit

parameter to a new amount of your choice.

For Cashback customer entry procedures, see Entering a Cashback Amount

.

5.6 Configuring Clerk ID Prompting and Clerk Sub-

Totalling

5.6.1 Clerk ID Prompting

To enable the Clerk ID prompt:

Set the

Clrk/Srvr Mode

parameter to Prompt.

For the Clerk ID prompting procedure, see

Entering the Clerk ID

.

5.6.2 Using a Default Clerk ID

To automatically use the same Clerk ID for all transactions (no ID prompting):

1. Set the

Clrk/Srvr Mode

parameter to None.

2.

Add the Clerk ID

to your terminal.

3. Set the

Use Def. Clrk?

parameter to On.

4. Set the

Default Clerk parameter to the Clerk ID added in step 2.

Note: Clerk ID prompting must be disabled in order to use a default Clerk ID. Before setting a Clerk ID

as the default, you must add it

to your terminal.

IMPORTANT: If you have more than one terminal, use must configure the Default Clerk ID on each terminal individually.

Mobile 8300 Operating Manual Version 1.1.01 65

5. Configuring Your Terminal

5.6.3 Clerk Sub-Totalling

To enable Clerk Sub-Totalling on your terminal to produce Clerk Sub-Total Reports :

1. Set the

Clrk/Srvr Mode

parameter to Prompt.

2.

Add Clerk IDs

as needed.

To delete Clerk IDs added to your terminal:

See Deleting Clerk IDs

.

5.6.4 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 "Clerk Id" prompt during transactions and will be used in Clerk Subtotals Reporting.

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Servers.

If the "Password:" entry screen appears, key in the manager password

and press the green OK key.

The CONFIGURE SERVER menu appears.

4. Select Add Server to add a clerk ID.

The "Clerk ID:" prompt appears.

5. Key in the Clerk ID to be added and press the green OK key. For help, see

Entering Alpha Characters and Punctuation .

The "Clerk ID:" prompt re-appears.

To continue adding Clerk IDs, repeat step 5. You can add a maximum of 20 Clerk IDs at one time.

Once 20 Clerk IDs have been entered for addition, the terminal communicates with the Moneris Host to add the Clerk IDs to the Host.

6. When all the Clerk IDs have been entered for addition, press the red CANC ANNUL key.

The "Send to Host?" prompt appears.

7. Select Yes to send the Clerk IDs to the Moneris host for addition.

The terminal communicates with the Moneris Host then displays "APPROVED" and beeps.

8. Press the green OK key to return to the CONFIGURE SERVER menu.

9. Press the red CANC ANNUL key twice to return to the transaction menu.

Note:

Clerk IDs

can also be deleted .

66 Mobile 8300 Operating Manual Version 1.1.01

5. Configuring Your Terminal

5.6.5 Deleting 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 "Clerk Id" prompt during transactions and

cannot be used in

Clerk Subtotal Reports

.

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Servers.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The CONFIGURE SERVER menu appears.

4. Select Delete Server to delete a Clerk ID.

The "Clerk ID:" prompt appears.

5. Key in the Clerk ID to be removed and press the green OK key. For help, see Entering Alpha

Characters and Punctuation .

The "Clerk ID:" prompt re-appears.

To continue removing Clerk IDs, repeat step 5. You can remove a maximum of 20 Clerk IDs at one time.

Once 20 Clerk IDs have been entered for removal, the terminal communicates with the Moneris Host to remove the Clerk IDs from the Host.

6. When all the Clerk IDs have been entered for removal, press the red CANC ANNUL key.

The "Send to Host?" prompt appears.

7. Select Yes to send the Clerk IDs to the Moneris host for removal.

The terminal communicates with the Moneris Host then displays "APPROVED" and beeps.

8. Press the green OK key to return to the CONFIGURE SERVER menu.

9. Press the red CANC ANNUL key twice to return to the transaction menu.

Note: Clerk IDs can also be added

on the terminal.

5.7 Configuring Invoice Number Prompting

When Invoice Number Prompting

is enabled, your terminal prompts you for an Invoice Number during

Credit Card and Debit transactions ("Invoice Id:").

To enable Invoice Number Prompting:

Set the

Ask Inv Num?

parameter to On.

For Invoice Number Prompting procedures, see Entering an Invoice Number

.

5.8 Configuring Multi-Terminal Reporting

To use Multi-Terminal Reporting, you must set up a Terminal Name on each terminal you want to

include in the multi-terminal Batch Close and reporting process (see Processing a Batch Close

and Multi-

Terminal Deposit Totals Report ). You can delete a Terminal Name at any time.

Mobile 8300 Operating Manual Version 1.1.01 67

5. Configuring Your Terminal

5.9 Adding a Terminal Name

Use this function to set up a Terminal Name associated with your Merchant Number on a terminal you

want to include in Multi-Terminal Reporting

. The terminal must communicate with the Moneris Host in order to complete this function.

1. On the

applications menu of the terminal for which you want to add a name, select DEBIT &

CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Terminal Name.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The Term Name Config menu appears.

4. Select Add Terminal to add the terminal name.

The "Terminal Name:" prompt appears.

5. Key in the terminal name for this terminal and press the green OK key. For help, see

Entering Alpha

Characters and Punctuation .

The "Send to Host?" prompt appears.

6. Select Yes to send the terminal name to the Moneris Host to be added to and associated with your

Merchant Number.

The terminal communicates with the Moneris Host then displays "APPROVED" and beeps.

8. Press the green OK key to return to the Term Name Config menu.

9. Press the red CANC ANNUL key twice to return to the transactions menu.

Note: See Deleting a Terminal Name

.

5.10 Deleting a Terminal Name

Use this function to delete a terminal's Terminal Name, disassociate the name from your Merchant

Number and make the terminal no longer available for Multi-Terminal Reporting. The terminal must communicate with the Moneris Host in order to complete this function.

1. On the

applications menu of the terminal whose name you want to delete, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Terminal Name.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The Term Name Config menu appears.

4. Select Del Terminal to delete the terminal name.

The "Delete Now?" prompt appears.

5. Select Yes to send the terminal name to the Moneris Host to be deleted from and disassociated with your Merchant Number.

The terminal communicates with the Moneris Host then displays "APPROVED" and beeps.

6. Press the green OK key to return to the Term Name Config menu.

7. Press the red CANC ANNUL key twice to return to the transaction menu.

Note: See Adding a Terminal Name .

68 Mobile 8300 Operating Manual Version 1.1.01

5. Configuring Your Terminal

5.11 Configuring Private Label Cards

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.

5.12 Configuring Corporate Cards

5.12.1 Enabling the Corporate Card Feature

To enable the terminal to accept

Corporate Cards

:

Set the

Commercial On?

parameter to On.

5.12.2 Enabling Tax Amount Prompting

To enable the terminal to prompt for a tax amount on Corporate Card transactions:

1. Set the

Commercial On?

parameter to On.

2. Set the

Process Tax parameter to On.

3. Configure the applicable tax type and tax registration number as shown below.

5.12.3 Configuring Tax Type and Tax Registration Numbers

When you enable the terminal to prompt for a tax amount on Corporate Card transactions, you need to configure the type of tax you are required to charge (based on your geographic location) and the related

Tax Registration Number(s). This configuration determines the type of tax the terminal prompts for and the number that appears on customer monthly statements.

To configure Tax Type and Tax Registration Numbers:

1. Set the

Commercial On?

parameter to On.

2. Set the

Process Tax parameter to On.

3. Set the

Tax Type parameter to the applicable tax type.

4. In one or more of the

Tax_Type

parameters, key in the tax registration number as appropriate.

To process a Purchase on a Corporate Card, see Transacting a Purchase on a Corporate Card

.

Mobile 8300 Operating Manual Version 1.1.01 69

5. Configuring Your Terminal

5.13 Initializing Your Terminal

This function sends information about the terminal to the Moneris Host and receives additional parameters and information from the Host. The instructions below are for initializing your terminal the

FIRST time. For instructions on performing subsequent initializations, see Re-Initializing Your Terminal

.

Note: Before attempting this function, ensure that the SIM card

has been inserted.

To initialize your terminal:

1. On the

applications menu

, select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Configure the Terminal ID and your Merchant ID

in the terminal (see Configuring Your Merchant and

Terminal IDs

).

3. Initialize the terminal: a. On the applications menu, select DEBIT & CREDIT. b. Press the green OK key to access the CONFIGURATION menu. c. Scroll down and select Initialize. d. When “Retain IDs?” appears, select Yes. e. When “Transmitting…”, “Receiving…” and “Please wait” appear on the terminal, please wait while the terminal communicates with Moneris. When the initialization is finished, “Init Successful” appears then the transactions menu appears.

4. Do a Host Logon: a. On the transactions menu, press the green OK key to access the CONFIGURATION menu. b. Scroll down and select Host Logon.

c. Key in the manager password and press the green OK key.

“Logon Success” appears then the transactions menu appears.

5. Press the * (ASTERISK) key to return to the applications menu.

Your terminal is now ready to process transactions.

70 Mobile 8300 Operating Manual Version 1.1.01

6. Financial Transactions

6.1 Card and Transaction Types

A financial transaction involves the transfer of funds between a cardholder's account and your own business account. For example, a credit card Purchase transaction moves funds from the credit cardholder's account to your business account, and a debit card Refund moves funds from your business account to the debit cardholder's chequing or savings account.

The Moneris Mobile 8300 Point of Sale terminal can process various financial transactions on a number of card types. The matrix below displays the supported card types and the transactions each card type supports.

Transaction /

Card Type

Purchase

Refund

Correction

(Void)

Pre-

Authorization

Magnetic Stripe Cards Chip Cards Private Label Cards

Debit Credit Debit Credit

Y Y Y Y

Credit

Y

Y Y Y Y

Y Y Y Y

N Y N Y

Y

Y

Y

Pre-

Authorization

Completion

Pre-

Authorization

Deletion

N Y N Y

N Y N Y

Y

Y

Advice

Payment

N Y N Y

N N N N

N

Y

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.

The Moneris Merchant Operating Manual, covering MasterCard and Visa procedures, is available for free download at www.moneris.net/en/Support/Downloads/MerchantManuals.aspx

. Scroll down to the 'Other' section and select "Merchant Operating Manual".

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6. Financial Transactions

6.2 Transaction General Guidelines

When performing financial transactions, follow these general guidelines:

1. Determine the transaction to be processed (i.e., Purchase, Refund, etc.).

2. Establish the means of payment (i.e., debit or credit).

3. Identify the card entry method and enter the card data on the POS device accordingly (see

Card Entry

Options

).

4. Follow the terminal prompts (see

Transaction Procedures ).

5. Process receipts (see

Signing Credit Card Receipts ).

Note: Terminal prompts may vary depending on variables such as terminal setup, merchant setup and card type.

6.3 Card Entry Options

6.3.1 Magnetic Stripe Cards - Swipe

• Look for the magnetic stripe on the back of the card.

• When “Swipe Card:” or “Insert or Swipe Card:” appears on the terminal, swipe the card on the magnetic stripe reader and follow the prompts.

6.3.2 Chip Cards - Insert

• Look for the chip on the card.

• When “Swipe Card:” or “Insert or Swipe Card:” appears on the terminal, you or the customer inserts the card in the chip card reader.

• When prompted, the customer keys in his/her PIN.

• The chip card must remain inserted in the reader until the “Remove Card” prompt appears on the display.

Note: Unless the device prompts otherwise, do not swipe a chip card even if it has a magnetic stripe.

6.3.3 Manual Entry

See Manually Processing Credit Card Transactions .

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6. Financial Transactions

6.4 Transaction Procedures

Follow the procedures in this section to process these transactions:

Purchase

Refund

Correction

Pre-Authorization

Pre-Authorization Completion

Pre-Authorization Deletion

Advice

Purchase on a Corporate Card

Payment on a Private Label (Purchasing) Card

Manual Credit Transactions

6.4.1 Processing a Purchase

Follow the procedure below to process the sale of goods using a debit or credit card.

To process a Purchase:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Purchase.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

3. Key in the Purchase amount and press the green OK key.

4. Follow the prompts on the terminal.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

If prompted for an Invoice Number ("Invoice Id:"), see

Entering an Invoice Number

.

If prompted for Tip Entry, see

Entering a Tip Amount

.

If prompted for a Cashback amount ("Cashback?"), see Entering a Cashback Amount

.

5. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

Note: If processing the Purchase on a Private Label Card, you may be prompted for a Promo Code. To

process a Purchase on a Corporate Card, see Processing a Purchase on a Corporate Card

.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

6.4.2 Processing a Refund

Follow the procedure below to credit a customer's account for a previous debit or credit Purchase.

To process a Refund:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Refund.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Key in the Refund amount and press the green OK key.

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6. Financial Transactions

4. When the “Orig Auth #:” prompt appears, key in the 6-digit Appr Code printed on the original receipt

and press the green OK key (see Finding Sequence and Orig Auth Numbers

).

5. Follow the remaining prompts on the terminal.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

If prompted for an Invoice Number ("Invoice Id:"), see

Entering an Invoice Number

.

6. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

Note: If processing the Refund on a Private Label Card, you may be prompted for a Promo Code.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

6.4.3 Processing a Correction (Void)

Follow the procedure below to correct (void) a previous Purchase or Refund transaction processed on a debit or credit card.

Note: The correction MUST be performed in the same batch as the original transaction.

To process a Correction:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Correction.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

3a. To correct the last transaction performed on the terminal:

A. Select Yes.

B. Select Yes again to confirm the displayed transaction is the one you want to correct.

OR

3b. To correct a different transaction:

A. Select No.

B1. To retrieve the transaction by Sequence Number, select Seq#, key in the 6-digit Sequence

Number printed on the original receipt and press the green OK key (see

Finding Sequence and Orig

Auth Numbers ).

OR

B2. To retrieve the transaction by card number, select Acct#, key in the last 4 digits of the card number and press the green OK key.

C. Select Yes to confirm the displayed transaction is the one you want to correct.

4. Follow the remaining prompts on the terminal.

If prompted for an Invoice Number ("Invoice Id:"), see Entering an Invoice Number

.

5. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

Note: If processing the Correction on a Private Label Card, you may be prompted for a Promo Code.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

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6. Financial Transactions

6.4.4 Processing a Pre-Authorization

Follow the procedure below to authorize a temporary amount when the final amount of a credit card

Purchase is not known.

To process a Pre-Authorization:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Pre Auth.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

3. On the Pre Auth menu, select Pre Auth again.

4. Key in the Pre-Authorization amount and press the green OK key.

5. Follow the prompts on the terminal.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

If prompted for an Invoice Number ("Invoice Id:"), see

Entering an Invoice Number

.

6. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

Note: If Tip Processing is enabled, a blank Tip line is printed on the receipt below the base amount. If a

signature line is printed on the Pre-Authorization receipt, the cardholder MUST sign the receipt.

7. When the final amount of the purchase is known, process a

Pre-Authorization Completion for the final

amount using the same card number.

Note: If processing the Pre-Authorization on a Private Label Card, you may be prompted for a Promo

Code.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

6.4.5 Processing a Pre-Authorization Completion

Follow the procedure below to complete a

Pre-Authorization

once the final amount is known.

Note: A Completion must be performed on the same terminal using the same card number. The card does not need to be present.

To process a Pre-Authorization Completion:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Pre Auth.

3. On the Pre Auth menu, select Completion.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

4. Key in the 6-digit Sequence Number printed on the Pre-Authorization transaction’s receipt and press

the green OK key (see Finding Sequence and Orig Auth Numbers

).

If the message "No Record Found" appears, repeat step 2.

The terminal displays the following information about the Pre-Authorization:

Seq#:

Card Name

Transaction Type

Card Number

Amount

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6. Financial Transactions

5. Compare the displayed information to the Pre-Authorization's receipt. If the information matches, select Yes (to cancel the Completion, select No).

Note: If the displayed Pre-Authorization is not the one you want, select Next to display the next Pre-

Authorization in the terminal memory. Repeat until the transaction you want is displayed.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

If prompted for an Invoice Number ("Invoice Id:"), see

Entering an Invoice Number

.

6. When the Pre-Authorization amount and the "New Amt:" prompt appear: a. To change the Pre-Authorization amount, key in the amount and press the green OK key.

OR

b. To continue the transaction with the original amount, press the green OK key.

Note: If Tip Processing is enabled and the cardholder has entered a tip amount on the Pre-Authorization receipt's Tip line and you want the Tip amount printed on a separate line on the Completion's receipt, press the green OK key to key in the amount at the Tip prompt as shown below.

7. Follow the remaining prompts on the terminal.

If prompted for Tip Entry, see

Entering a Tip Amount

. If you chose to print the Tip amount on a separate line (step 4) above, key in this amount at the Tip prompt.

8. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

Note: If processing the Pre-Authorization Completion on a Private Label Card, you may be prompted for a Promo Code.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

6.4.6 Processing a Pre-Authorization Deletion

Follow the procedure below to delete a Pre-Authorization in the terminal memory before it is completed.

To process a Pre-Authorization Deletion:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Pre Auth.

3. On the Pre Auth menu, select Del PreAuth.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

4. Select the method to retrieve the Pre-Authorization you want to delete: a. To retrieve by Sequence Number:

A. Select Seq #.

B. Key in the 6-digit Sequence Number printed on the Pre-Authorization transaction’s receipt and press the green OK key (see

Finding Sequence and Orig Auth Numbers ). If the message "No Record

Found" appears, repeat step 3.

OR

b. To retrieve by Account Number:

A. Select Acct.

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6. Financial Transactions

B. Key in the last 4 digits of the credit card number and press the green OK key.

The terminal displays the following information about the Pre-Authorization:

Seq#:

Card Name

Transaction Type

Card Number

Amount

5. Compare the displayed information to the Pre-Authorization's receipt. If the information matches, select Yes (to cancel the Deletion, select No).

Note: If the displayed Pre-Authorization is not the one you want, select Next to display the next Pre-

Authorization in the terminal memory. Repeat until the transaction you want is displayed.

6. Follow any remaining prompts.

7. Process receipts (see

Personalized Receipts

and

Signing Credit Card Receipts

).

Note: If processing the Pre-Authorization Deletion on a Private Label Card, you may be prompted for a

Promo Code.

For details on basic prompts, see

Responding to Basic Transaction Prompts .

6.4.7 Processing an Advice

Follow the procedure below to complete a voice-authorized Purchase on a credit card.

To process an Advice:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. To begin the transaction, select Advice.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

3. At the "Amount:" prompt, key in the transaction amount and press the green OK key.

If prompted for a Clerk ID ("Clerk Id:"), see

Entering the Clerk ID

.

If prompted for an Invoice Number ("Invoice Id:"), see

Entering an Invoice Number

.

4. Follow the terminal prompts below: a. At the “Auth #:” prompt, key in the Voice Authorization Number that you wrote on the paper sales draft when you called the Moneris Merchant Service Centre for Voice Authorization and press the green OK key. b. At the “Account #:” prompt, key in the card number and press the green OK key. c. At the “Exp Date (MMYY):” prompt, key in the card’s expiry date and press the green OK key.

5. Follow the remaining terminal prompts.

If prompted for Tip Entry, see

Entering a Tip Amount

.

6. Process receipts (see

Personalized Receipts and

Signing Credit Card Receipts

).

For details on basic prompts, see

Responding to Basic Transaction Prompts .

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6. Financial Transactions

6.4.8 Transacting a Purchase on a Corporate Card

Follow the procedure below to transact a Purchase on a Corporate Card. Corporate Cards are also referred to as Purchasing Cards.

Note: If Tip Entry has been enabled

for credit cards, the cardholder must perform some of the steps. The

bold text below indicates the additional steps required for a Corporate card transaction.

To transact a purchase on a Corporate Card:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. Select Purchase.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The "Amount: $ 0.00" prompt appears.

3. Key in the amount of the purchase and press the green OK key.

If prompted for a Clerk ID, ("Clerk Id:"), key in your Clerk ID and press the green OK key.

If prompted for an Invoice Number ("Invoice #:"), key in the Invoice Number (max. 7 alphanumeric

characters) and press the green OK key, or simply press the green OK key to leave this blank.

The "Swipe or Insert Card:" prompt appears.

4a. Swipe the credit card on the terminal.

If the "Last 4 Digits:" prompt appears, key in the last 4 digits of the card number and press the green

OK key.

OR

4b. Manually process the transaction:

A. Key in the card number.

The "Exp Date (MMYY):" prompt appears.

B. Key in the card's expiry date and press the green OK key.

The "Validation Code:" prompt appears.

If the "Imprint Card Press OK Key" prompt appears, you must take a manual imprint of the credit

card. For help, see Taking a Manual Imprint of a Credit Card

.

C. Key in the validation code found on the back of the card and press the green OK key.

If you do not have the validation code, press the green OK key and, when the "Code present?" prompt appears, select No.

If the "Customer Press OK To Continue" prompt appears, the cardholder must respond to the cardholder prompts. For help, see

Entering a Tip Amount

.

If the "Select Language" prompt appears, select ENGL for English or select FREN for French.

The cardholder receipt will be printed in the selected language.

The xST Amt: entry screen appears.

5. Key in the tax amount and press the green OK key, or simply press the green OK key to leave this blank.

The "Reference #:" entry screen appears.

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6. Financial Transactions

6. Key in the customer reference number (max. 16 alphanumeric characters) and press the green OK key, or simply press the green OK key to leave this blank.

If the "Promo Code:" prompt appears, key in the

promotion code (max. 6 alphanumeric characters)

supplied to you by the Private Label card provider and press the green OK key, or simply press the green OK key to leave this blank.

The terminal communicates with the Moneris Host.

7. Please wait while the terminal processes the transaction.

The "APPROVED" message appears.

The "Tear Receipt Press OK Key" message is displayed while the merchant receipt is printed then terminal begins beeping.

8. Tear off the merchant copy of the receipt and give it to the cardholder to sign.

9. Press the green OK key to stop the beeping and print the cardholder copy of the receipt, or simply press the red CANC ANNUL key to stop the beeping and return to the transaction menu.

If the cardholder copy of the receipt is printed, give the cardholder copy of the receipt to the cardholder then press the green OK key to return to the transactions menu.

6.4.9 Transacting a Payment on a Private Label Card

This transaction allows a cardholder to make a payment towards the balance on their Private Label credit card.

To transact a payment on a Private Label card:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." appears followed by the transactions menu .

2. Select Payment.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The "Amount: $0.00" prompt appears.

3. Key in the amount of the payment and press the green OK key.

If prompted for a Clerk ID, ("Clerk Id:"), key in your Clerk ID and press the green OK key.

If prompted for an Invoice Number ("Invoice #:"), key in the Invoice Number (max. 7 alphanumeric

characters) and press the green OK key, or simply press the green OK key to leave this blank.

The "Swipe or Insert Card:" prompt appears.

4a. Swipe the private label credit card on the terminal.

If the "Last 4 Digits:" prompt appears, key in the last 4 digits of the card number and press the green

OK key.

OR

4b. Manually process the transaction:

A. Key in the card number.

The "Exp Date (MMYY): prompt appears.

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6. Financial Transactions

B. Key in the card's expiry date and press the green OK key.

The "Validation Code:" prompt appears.

If the "Imprint Card Press OK Key" prompt appears, you must take a manual imprint of the credit

card. For help, see Taking a Manual Imprint of a Credit Card

.

C. Key in the validation code found on the back of the card and press the green OK key.

If you do not have the validation code, press the green OK key and, when the "Code present?" prompt appears, select No.

If the "Select Language" prompt appears, select ENGL for English or select FREN for French.

The cardholder receipt will be printed in the selected language.

If the "Promo Code:" entry screen appears, key in the

promotion code

(max. 6 alphanumeric characters) supplied to you by the Private Label card provider and press the green OK key, or simply press the green OK key to leave this blank.

The terminal communicates with the Moneris Host.

5. Please wait while the terminal processes the transaction.

The APPROVED message appears.

The "Tear Receipt Press OK Key" message is displayed while the merchant receipt is printed then terminal begins beeping.

6. Tear off the merchant copy of the receipt and give it to the cardholder to sign.

7. Press the green OK key to stop the beeping and print the cardholder copy of the receipt, or simply press the red CANC ANNUL key to stop the beeping and return to the transaction menu.

If the cardholder copy of the receipt is printed, give the cardholder copy of the receipt to the cardholder then press the green OK key to return to the transactions menu.

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6. Financial Transactions

6.4.10 Manually Processing Credit Transactions

In order to process Credit 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.

IMPORTANT: Debit transactions CANNOT be processed manually.

To manually process a credit card transaction:

Use one of the following procedures to complete a Credit Purchase or Refund transaction when the terminal is down:

• If the transaction amount is less than your floor limit, see

Manual Credit Transaction Under Floor

Limit

.

• If the transaction amount is higher than your floor limit,

Manual Credit Transaction Over Floor

Limit

.

Note: Floor limits are established by Moneris. Contact your Moneris account manager for more information.

Manually Processing Credit Transactions UNDER the Floor Limit

If the terminal is down, report the problem to the Moneris Merchant Service Centre then follow these

instructions to process the transaction manually.

Note: In order to process Credit 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:

Take an imprint of the customer's Credit Card.

When the terminal is functioning properly again:

1. Process a

Purchase or Refund

transaction on the terminal for the amount on the sales draft. You will need to key in the card number, expiry date and validation code (3 or 4 digit V-code on the back of the credit card).

2. 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.

Manually Processing Credit Transactions OVER Floor Limit

If the terminal is down, report the problem to the Moneris Merchant Service Centre then follow these

instructions to process the transaction manually.

Note: In order to process Credit 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.

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6. Financial Transactions

While the terminal is down:

1.

Take an imprint of the customer's credit card.

2. Call the

Moneris Merchant Service Centre

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:

1. Process an Advice transaction on the terminal for the amount on the sales draft. You will need to key in

the card number, expiry date, validation code (3 or 4 digit V-code on the back of the credit card) and

Voice Authorization Number.

2. 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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7. Admin Transactions

The following Admin Transactions are available:

Logging On

Logging Off

Re-Initializing the Terminal

Demo Mode

Demo Mode Transactions

Entering Demo Mode

Exiting Demo Mode

7.1 Logging On

If the "Host Logon Required" prompt appears, you must log on before you can perform transactions on the terminal.

To log on to the terminal:

1. On the

applications menu , select DEBIT & CREDIT.

The

transactions menu appears.

2. Press the green OK key to access the CONFIGURATION menu.

3. Scroll down and select Host Logon.

3. At the "Password:" prompt, key in the Manager Password and press the green OK key.

The terminal communicates with the Moneris host, displays "Logon Successful" then returns to the transactions menu.

The terminal is now ready to process transactions. If this is your first time using the terminal, use the

Demo Mode

to practice performing transactions.

Note: To ensure unauthorized transactions cannot be processed, the terminal should be logged off at the

end of the business day.

7.2 Logging Off

To ensure unauthorized transactions cannot be processed, your terminal should be logged off at the end of the business day.

To log off the terminal:

1. On the

applications menu , select DEBIT & CREDIT.

The

transactions menu appears.

2. Press the green OK key to access the CONFIGURATION menu.

3. Scroll down and select Host Logoff.

The terminal communicates with the Moneris host, displays "Logoff Successful" then returns to the transactions menu.

Note: To process transactions again, the terminal must be

logged on

.

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7. Admin Transactions

7.3 Re-Initializing the Terminal

This function sends information about the terminal to the Moneris Host and receives additional parameters and information from the Host.

If changes have been made to your terminal configuration or your merchant account, the terminal may display 'Init Required' or the Service Centre may call and ask you to re-initialize your terminal.

To re-initialize the terminal:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Scroll down and select Initialize.

If the "Password:" prompt appears, key in the Manager Password and press the green OK key.

4. At the "Retain Settings?" prompt, select Yes.

The terminal communicates with the Moneris Host (this may take a few minutes). When the initialization is complete, the transactions menu re-appears.

5. If the "Host Logon Required" prompt appears, log on to the terminal.

Note: For instructions on initializing your terminal the first time, see Initializing Your Terminal .

7.4 Demo Mode Transactions

Most transactions can be practiced in Demo Mode

on the terminal (see Entering Demo Mode and

Exiting

Demo Mode

).

Financial Transactions by Card Type

Reporting Functions

Administrative Functions

Shortcuts

Transactions that cannot be performed do not appear on the terminal screen while in Demo Mode.

The terminal CANNOT perform a Batch Close in Demo mode. You can clear transactions from the Demo batch by using the Batch Clear function while in Demo mode or by selecting Yes at the "Clear Batch" prompt when you exit Demo Mode.

Note: Demo transactions are limited to a maximum amount of $1.00.

If

Tip Processing

is enabled, the maximum tip amount in Demo Mode is $1.00.

If

Cashback is enabled, the maximum Cashback amount in Demo Mode is $1.00.

The maximum final total amount (purchase + tip + cashback) is $3.00.

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7. Admin Transactions

7.4.1 Financial Transactions

Most financial transactions are available regardless of the type of card used, however Purchasing Cards

(i.e., Corporate Cards) cannot be used while in Demo Mode.

• Purchase

• Refund

• Correction

• Pre-Authorization

• Pre-Authorization Completion

• Pre-Authorization Deletion

• Advice

7.4.2 Functions

Reporting

Functions

Stored Tran Rpt

Deposit Totals

Clerk SubTotals

Multi Terminal

Merch SubTotals

Terminal Parms

Terminal Stats

EMV Param Rpt

EMV Diagnostics

Pre-Auth Rpt

Admin Functions

Reprint

Demo

Batch Review

Batch Clear

Shortcuts

3 = Paper feed

6 = Quick Setup

9 = Cash Receipt

Green OK Key = Configuration menu

* = Applications menu

The following Setup functions should NOT be used in Demo Mode although they are available:

• Printer

• Comm

• Host

• Merchant IDs

• IP Hosts

• Date/Time

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7. Admin Transactions

7.5 Entering Demo Mode

Note:

Demo Mode can be activated only on terminals that have been configured, initialized and logged

on.

IMPORTANT: You must

close the current batch before you can enter Demo Mode. Do NOT clear

the batch.

IMPORTANT: Ensure that you exit Demo Mode before processing actual financial transactions.

Transactions processed in Demo Mode will NOT affect your terminal totals, financial accounts or customer accounts.

To enter Demo Mode:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Setup.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

4. On the Setup menu, select Demo.

5. At the "Demo Mode" prompt, select On.

If the "Batch Not Empty Clear Batch" message appears, the terminal has transactions in terminal memory and you must follow the steps below: a. Select No. The "TRANS CANCELLED" message appears. b. Press the green OK key to return to the Setup menu then press the red CANC ANNUL key two times to return to the transactions menu.

c. Perform a Batch Close

then try entering Demo Mode again.

IMPORTANT: Do NOT select Yes. If you do, the batch will be deleted and you will lose all transactions in the batch in the terminal memory. You will be unable to close that batch and will be out of balance with the Moneris Host.

The terminal displays "DEMO MODE ON" then the Setup menu re-appears with the DEMO icon ( ) displayed on the left side of the screen.

6. Press the red CANC ANNUL key two times to return to the transactions menu.

IMPORTANT: Ensure that you exit Demo Mode before processing actual financial transactions.

Transactions processed in Demo Mode will not affect your terminal totals, financial accounts and customers’ accounts.

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7. Admin Transactions

7.6 Exiting Demo Mode

IMPORTANT: Ensure that you exit Demo Mode before processing actual financial transactions.

Transactions processed in Demo Mode will NOT affect your terminal totals, financial accounts and customers’ accounts.

To exit Demo Mode:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the green OK key to display the CONFIGURATION menu.

3. Select Setup.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

4. On the Setup menu, select Demo.

5. At the "Demo Mode" prompt, select Off.

If the "Batch Not Empty Clear Batch" message appears, the terminal has Demo transactions in terminal memory and you must do the following:

Select Yes.

The terminal displays "BATCH DELETED" and all Demo transactions in the terminal memory are deleted.

The "DEMO MODE OFF" message is displayed then the Setup menu re-appears WITHOUT the DEMO icon displayed on the left side of the screen.

6. Press the red CANC ANNUL key two times to return to the transactions menu.

IMPORTANT: All transactions performed on the terminal as of this point will be in normal mode and WILL affect your terminal totals, your financial accounts and your customers’ accounts.

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8.1 Reports

The following reports are available:

Stored Transactions

Merchant Sub-Totals

Clerk Sub-Totals (one or more clerks OR all clerks)

Deposit Totals

Multi-Terminal Deposit Totals

Pre-Auth Transactions

Tip

Batch Totals

Terminal Parameters

EMV Parameters

Private Label Card Transactions on Reports

8.2 Stored Transactions Report

This report prints a detailed list of all transactions for the current batch in the terminal's memory, sorted by date. The report also prints transaction type totals sorted by card type and grand totals sorted by transaction type.

Note: This report does not include Pre-Authorization transactions. These transactions are listed in The

Pre-Auth Transactions Report .

To print the Stored Transactions Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Select Stored Tran.

The "Rpt Period:" prompt appears.

4a. To print transactions and totals for a specific date:

A. Select Date.

B. At the "Date (YYYYMMDD):" prompt, key in the date and press the green OK key.

4b. To print all transactions and totals:

A. Select All.

The terminal prints the Stored Transactions report and returns to the REPORTS menu.

5. Press the red CANC ANNUL key to return to the transactions menu.

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8. Reports

8.3 Merchant Sub-Totals Report

This report prints totals of all transaction types in the current batch on the Moneris host. Transaction type totals are sorted by card type and grand totals are sorted by transaction type. The report does NOT close the batch.

To print the Merchant Sub-Totals Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Scroll down and select Merch SubTotals.

The terminal communicates with the Moneris Host.

4. If the terminal displays "APPROVED", press the green OK key.

The terminal prints the report and returns to the REPORTS menu.

5. Press the red CANC ANNUL key to return to the transactions menu.

8.4 Clerk Sub-Totals Report

This report prints totals for all transactions in the current batch on the Moneris Host processed by one or more Clerks or by all Clerks. Transaction type totals are sorted by card type and grand totals are sorted by transaction type, by Clerk ID.

IMPORTANT: Clerk IDs must be set up for your merchant account on the Moneris host before

this report can be used (see Clerk Mode

).

8.4.1 For One or More Clerks

To print the Clerk Sub-Totals Report for one or more Clerks:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Select Clerk SubTotals.

4. At the "Clerk Id:" prompt, key in the Clerk ID and press the green OK key.

Note: You must enter a Clerk ID.

The "Add Another Clerk?" prompt appears.

5a. To print sub-totals only for the keyed-in Clerk ID, select No.

OR

5b. To print sub-totals for more Clerk IDs, select Yes then repeat steps 4 and 5 for each additional Clerk

ID.

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6. At the "Clear Totals?" prompt, select No.

The terminal communicates with the Moneris host then prints the report and returns to the first

REPORTS menu screen.

7. Press the red CANC ANNUL key to return to the transactions menu.

IMPORTANT: Clerk Subtotals must be cleared 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.

8.4.2 For All Clerks

To print the Clerk Sub-Totals Report for all Clerks:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Select Clerk SubTotals.

4. At the "Clerk Id:" prompt, press the (*) ASTERISK key then press the green OK key.

The "Add Another Clerk?" selection screen appears.

5. When the "Add Another Clerk?" prompt appears, select No.

6. At the "Clear Totals?" prompt, select No.

The terminal communicates with the Moneris host then prints the report and returns to the first

REPORTS menu screen.

7. Press the red CANC ANNUL key to return to the transactions menu.

IMPORTANT: Clerk Subtotals must be cleared 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.

8.5 Deposit Totals Report

This report prints totals for all transactions in closed batches on the Moneris Host. Transaction type totals are sorted by card type and grand totals are sorted by transaction type.

To print the Deposit Totals Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. On the REPORTS menu, select Deposit Totals.

The terminal communicates with the Moneris host.

4. If the terminal displays "APPROVED", press the green OK key.

The terminal prints the report and returns to the REPORTS menu.

5. Press the red CANC ANNUL key to return to the transactions menu.

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8.6 Multi-Terminal Deposit Totals Report

This report prints totals for all transactions in closed batches on the Moneris Host, for all terminals.

Transaction type totals are sorted by Terminal Name then by card type; overall transaction type totals are sorted by card type; grand totals are sorted by transaction type.

IMPORTANT: Terminal Names must be set up for your merchant account on the Moneris Host before this report can be used (see

Configuring Multi-Terminal Reporting ).

To print the Multi-Terminal Deposit Totals Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. Select Multi Terminal.

The "Terminal Name:" prompt appears.

4a. To print the report for a specific terminal, key in the Terminal Name, press the green OK key and proceed to step 5.

OR

4b. To print the report for all terminals, press the (*) ASTERISK key, press the green OK key and proceed to step 6.

5. At the "Add Another Terminal?" prompt, select Yes, repeat step 4 until you have added all the desired terminals (maximum 20) then press No.

6. At the "Deposit Ttls" prompt, select Yes.

The terminal prints the report and returns to the REPORTS menu.

7. Press the red CANC ANNUL key to return to the transactions menu.

8.7 Pre Auth Transactions Report

This report prints details of all open Pre-Authorization transactions in the terminal memory (i.e., Pre-

Authorizations that have not been completed).

To print the Pre Auth Transactions Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Pre Auth.

3. At the

Pre Auth menu

, select Pre-Auth Rpt.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

The terminal prints the report and returns to Pre Auth menu.

4. Press the red CANC ANNUL key to return to the transactions menu.

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8.8 Tip Report

This report prints tip activity for a given Clerk or for all Clerks, for a given date or for the current batch.

Clerk totals are sorted by card type and totalled for all cards; overall totals for all Clerks are sorted by card type and totalled for all cards.

IMPORTANT: Tip Processing must be enabled and Clerk IDs must be set up for your merchant

account on the Moneris host before this report can be used (see Tip Processing

and

Clerk Mode ).

To print the Tip Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. On the REPORTS menu, select Tip Report.

The "Clrk Rpt Opt" prompt appears.

4a. To print the report for a specific Clerk, select One and proceed to step 5.

OR

4b. To print the report for all Clerks, select All and proceed to step 6.

5. At the "Clerk Id:" prompt, key in the Clerk ID and press the green OK key.

6. At the "Rpt Period:" prompt: a. To print the report for a specific date, select Date and, at the "Date (YYYYMMDD):" prompt, key in the date and press the green OK key.

OR

b. To print the report for all tip activity in the current batch, select All.

The terminal prints the report and returns to the REPORTS menu.

7. Press the red CANC ANNUL key to return to the transactions menu.

8.9 Batch Totals Report

This report is printed as part of the Merchant

Batch Close process but can be printed WITHOUT closing

the batch.

To print the Batch Totals Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Close.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Close Type?" prompt, select Sngl.

The terminal communicates with the Moneris Host and prints the Batch Totals section of the Batch Close

Report.

4. At the "Prt Stored Trans?" prompt, select No.

5. At the "Close Batch?" prompt, select No.

The terminal displays a "Batch Close Failed" message, finishes printing the report with the message on it and returns to the transactions menu.

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8.10 The Terminal Parameters Report

This report provides a printout of the current parameter configuration on the terminal. Included in the printout are:

• software revision number (Application ID),

• terminal identification information (Terminal Serial #:),

• features enabled from the CONFIGURATION menu, including Terminal Parameters, Debit

Parameters and Tip Parameters,

• tip processing setup (Tip Parameters),

• receipt setup (Receipt Parameters) and

• communications parameters (Dial Parameters and Ethernet Parameters).

• To print the Terminal Parameters Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. On the REPORTS menu, select Terminal Parms.

The terminal prints the report and returns to the REPORTS menu.

4. Press the red CANC ANNUL key to return to the transactions menu.

8.11 The EMV Parameters Report

This report prints a list of EMV parameters and their values by EMV card record number.

To print the EMV Parameters Report:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the REPORTS key (first purple key on the right, below the icon on the screen).

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. On the REPORTS menu, scroll down and select EMV Param Rpt.

The terminal prints the report and returns to the REPORTS menu.

4. Press the red CANC ANNUL key to return to the transactions menu.

8.12 Private Label Card Transactions on Reports

Private Label Card transactions appear as a separate card type on all reports that include credit card transactions including:

Stored Transactions

Merchant Sub-Totals

Clerk Sub-Totals

Deposit Total

Multi-Terminal Deposit Totals

Batch Review

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9. The Ernex Programs

The Ernex programs allow you to offer your customers an electronic card-based program that is activated and processed through the Moneris Mobile 8300 terminal. There are two programs available:

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. This is available for small businesses as the

Moneris Gift Card program and as a customized program for national chains.

Loyalty Points: allows you to reward customer loyalty by awarding points based on the dollar value of purchases a cardholder makes. This is available for small businesses as the Moneris Loyalty Card program and as a customized program for national chains.

All transactions, administrative and configuration functions begin at the

GIFT & LOYALTY transactions menu

.

9.1 Enabling an Ernex Program

To enable an Ernex program on your terminal:

1. Contact Moneris Solutions .

If you wish to have a gift or loyalty program set up for a national chain, you will also need to contact

Ernex.

2.

Initialize the terminal to the Moneris host.

3. Key in the Ernex parameter values:

a. Key in the Moneris merchant ID , Moneris terminal ID and Ernex terminal ID .

b. Key in the Ernex device type .

c. Key in the Ernex routing code

.

4.

Initialize the terminal to the Ernex host.

9.2 Ernex Transactions

9.2.1 Activate or Load Value on an Ernex Card

To activate or load additional value on a Moneris gift card:

1. On the

applications menu

, select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Activate/Load.

The "Swipe or Enter Card" prompt appears.

3a. Swipe the gift or loyalty card.

OR

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9. The Ernex Programs

3b. Key in the loyalty card number and press the green OK key.

The terminal displays the last four digits of the card number.

If the "Enter CVC" prompt appears, key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If the "Enter Amount" prompt appears, key in the dollar amount to be loaded on the card and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Invoice Number" prompt appears, key in the Invoice number and press the green OK key. The terminal displays "Approved".

The terminal displays "Balance Due" then the "Press OK Key" prompt appears.

4. Follow the Split Tender instructions to complete the transaction.

9.2.2 Ernex Transaction With a Balance Due

Gift card purchases, activations, and reloads can be paid for with more than one payment type to cover transactions where there is a balance due. For example, if the total amount due is $50 and a gift card has only $30 remaining on it, the balance due of $20 can be paid for with cash.

When the terminal displays the "Balance Due $###.##" message followed by the "Press OK key" prompt:

1. Press the green OK key.

The "Select Payment For Balance Due" prompt appears.

2. Use the functions keys to select the payment type:

For payment by debit or credit card, select DbCr.

For payment by gift card, select Gift.

For payment by cash, select Cash.

For payment by split tender, select Splt.

The terminal displays "Approved" or "Tear Receipt" and prints the customer copy of the receipt then displays the "Press OK key" prompt.

3. Press the green OK key to print the merchant copy of the receipt.

4. If you selected:

DbCr: The terminal begins a

purchase transaction

(debit or credit) beginning at the "Swipe or Enter

Card" prompt.

Gift: The terminal begins a

gift card purchase

transaction beginning at the "Swipe or Enter Card" prompt.

Cash: The transaction is complete.

Splt: The terminal begins a

purchase transaction (debit or credit) beginning at the "Swipe or Enter

Card" prompt.

The transaction is completed when the balance due is $0.

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9.2.3 Voiding an Ernex Gift or Loyalty Transaction

Follow the procedure below to void a gift or loyalty card transaction.

IMPORTANT: This transaction must be performed in the same batch and for the same amount as the original transaction.

To void an Ernex transaction:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Void.

The "Password:" prompt appears.

3. Key in the manager password and press the green OK key.

The "Swipe or Enter Card" prompt appears.

4. Swipe the gift or loyalty card.

If the "Enter CVC" prompt appears, key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key the clerk ID and press the green OK key.

The "Ernex Ref Number" prompt appears.

5. Key in the original reference number from the gift card or loyalty card transaction receipt and press the green OK key.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt, then the "Press OK key" prompt appears.

6. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

9.2.4 Ernex Card Inquiry

Display or print a Moneris gift card or loyalty card balance and expiry date.

To process and Ernex card inquiry:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Card Inquiry.

The "Swipe or Enter Card" prompt appears.

3a. Swipe the gift card or loyalty card.

OR

3b. Key in the gift card number or the loyalty card number and press the green OK key.

The terminal displays the last four digits of the card number.

If the "Enter CVC" prompt appears, key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.

The "Card Inquiry 000 Inquiry Complete" prompt appears.

4. Press the green OK key.

The terminal displays the Card Balance and Card Status then the "Press OK key" prompt.

5. Press the green OK key.

The "Print Receipt?" prompt appears.

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9. The Ernex Programs

6. To print the receipt, select Yes.

OR

To skip printing the receipt, select No.

The terminal returns to the GIFT & LOYALTY transactions menu.

9.2.5 Reprinting an Ernex Receipt

This function prints a duplicate of a gift or loyalty receipt.

To reprint an Ernex receipt:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the reprint key (second purple key from the right, under the icon).

3. Select the receipt you wish to print: a. To print the most recent receipt, select Last Receipt. b. To print an earlier receipt, select Any Receipt.

The "Ernex Ref Number" prompt appears. Key in the reference number and press the green OK key.

The terminal reprints the customer copy of the receipt.

Note: The card number on the reprinted receipt will be masked , i.e., only the last four digits will be

printed in the clear. For example, *************1234.

9.3 Gift Card Transactions

9.3.1 Ernex Purchase With a Gift Card

Follow the procedure below to process the sale of goods or services using a Moneris gift card.

To process an Ernex Purchase with a gift card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Purchase.

The "Total Amount" prompt appears.

3. Key in the total amount and press the green OK key.

The "Swipe or Enter Card" prompt appears.

4. Swipe the gift card OR Key in the gift card number and press the green OK key.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The "Enter CVC" prompt appears.

5. Key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt.

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6. If the terminal displays "Balance Due $###.##", follow the

Split Tender instructions to complete the

transaction.

The "Press OK key" prompt appears.

7. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

9.3.2 Deactivate an Ernex Gift Card

Follow the procedure below to deactivate a Moneris gift card.

IMPORTANT: Once the gift card is deactivated, it can never be used again.

To deactivate a Moneris gift card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Deactivate.

The "Swipe or Enter Card" prompt appears.

3. Swipe the gift card.

The terminal displays the last four digits of the card number then the "Enter CVC" prompt appears.

4. Key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Invoice Number" prompt appears, key in the Invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt then displays "Press OK key".

5. Press the green OK key to print the merchant copy of the receipt.

The "Transfer Balance to New Card?" prompt appears.

6a. To move the remaining balance to a new gift card:

IMPORTANT: A balance can be transferred only from and to variable amount gift cards.

a. Select Yes.

b. Proceed with step 3 in the Activation instructions using the new gift card.

6b. To deactivate the card and delete the balance: a. Select No.

The gift card can no longer be used.

The terminal returns to the GIFT & LOYALTY transactions menu.

9.3.3 Ernex Refund With a Gift Card

Follow the procedure below to refund a gift card transaction. This credits a cardholder’s gift card for a previous gift card transaction.

To process an Ernex Refund with a gift card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Refund.

The "Total Amount" prompt appears.

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3. Key in the refund amount and press the green OK key.

The "Swipe or Enter Card" prompt appears.

4. Swipe the gift card.

The "Enter CVC" prompt appears.

5. Key in the CVC number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

The "Ernex Ref Number" prompt appears.

6a. Key in the original reference number from the Gift Card transaction receipt and press the green OK key.

OR

6b. Press the green OK key to leave this blank.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt then displays the "Press

OK key" prompt.

7. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

9.4 Loyalty Card Transactions

9.4.1 Ernex Purchase with a Loyalty Card

Follow the procedure below to process an accumulation of loyalty points with a purchase by credit card,

debit card or cash; or with a credit pre-auth , completion or

advice

.

IMPORTANT: When to awards points for a Pre Auth transaction:

- Award points when you perform a

PRE AUTH if you know that you will NOT have the loyalty

card available later when you perform the pre-auth completion.

- Award points when you perform the PRE AUTH COMPLETION

if you know that you WILL have the loyalty card available at that time.

To process an Ernex purchase with a loyalty card:

1. Complete the purchase, pre-auth, completion or advice transaction that will accumulate points.

2. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

3. Select Refund.

The "Total Amount" prompt appears.

4. Key in the total amount and press the green OK key.

The "Swipe or Enter Card" prompt appears.

Note: Consult your manager to determine the dollar amount to be entered (e.g., before taxes or including tip amount) to award points.

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5. Swipe the loyalty card.

OR

Key in the card number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Benefit Amt" prompt appears, key in the benefit amount to be rewarded and press the green OK key.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt then the "Press OK key" prompt appears.

6. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

9.4.2 Deactivate an Ernex Loyalty Card

Follow the procedure below to deactivate a Moneris loyalty card.

IMPORTANT: Once the loyalty card is deactivated, it can never be used again.

To deactivate an Ernex loyalty card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Deactivate.

The "Swipe or Enter Card" prompt appears.

3. Swipe the loyalty card.

OR

Key in the loyalty card number and press the green OK key.

The terminal displays the last four digits of the card number.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Invoice Number" prompt appears, key in the Invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt then displays "Press OK key".

4. Press the green OK key to print the merchant copy of the receipt and returns to the GIFT &

LOYALTY transactions menu.

9.4.3 Ernex Refund with a Loyalty Card

Follow this procedure to remove points from a cardholder’s account when a purchase that qualified for points is refunded.

To process an Ernex Refund with a loyalty card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Refund.

The "Total Amount" prompt appears.

3. Key in the refund amount and press the green OK key.

The "Swipe or Enter Card" prompt appears.

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4. Swipe the loyalty card.

OR

Key in the card number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

If the "Benefit Amt" prompt appears, key in the benefit amount from the original loyalty card transaction receipt and press the green OK key.

The "Ernex Ref Number" prompt appears.

5. Key in the original reference number from the loyalty card transaction receipt and press the green OK key.

OR

Press the green OK key to leave this blank.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt, then the "Press OK key" prompt appears.

6. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

9.4.4 Ernex Redemption with a Loyalty Card

Follow the procedure below to process a payment for goods and services using a Moneris loyalty card.

To process an Ernex Redemption with a loyalty card:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Redemption.

The "Swipe or Enter Card" prompt appears.

3. Swipe the loyalty card.

OR

Key in the card number and press the green OK key.

If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

If prompted, key in the additional transaction information and press the green OK key.

The "Enter Amount" prompt appears.

4. Key in the total amount and press the green OK key.

If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.

The terminal displays "Approved" and prints the customer copy of the receipt, then the "Press OK key" prompt appears.

Note: If the terminal displays a "Balance Due" message, follow the steps in Ernex Transaction With a

Balance Due .

5. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu.

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9.5 The Menu Feature in Ernex

9.5.1 The Ernex Gift & Loyalty Transactions Menu

This menu allows you to select the type of Ernex transaction you wish to process. The transactions are listed here in the order they appear on the menu. Some items may not appear on the terminal until a specific feature is enabled.

Click on the links in the table below to go to the appropriate instructions.

MM/DD/YY HH:MM

Purchase

Refund

Redemption

Activate/Load

Deactivate

Card Inquiry

Void

Clerk Admin

Setup

Use this transaction to:

perform a

gift card purchase

or a

loyalty card purchase

perform a

gift card refund

or a loyalty card refund

perform a

loyalty card redemption

activate a gift card OR load

additional value on a gift card

deactivate a gift card or

loyalty card , OR

transfer a balance

from one gift card to another display or print the

balance and expiry date of a gift card or a loyalty card void any gift card or loyalty card transaction

add and

delete Clerk IDs to your gift or loyalty program

configure gift & loyalty program parameters

Ernex GIFT & LOYALTY Transactions Menu

To access the GIFT & LOYALTY transactions menu:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

Note: For instructions on navigating through the menus and editing parameters, see The Menu Feature .

9.5.2 The Ernex Reports Menu

This menu allows you to print a number of Ernex reports.

Click on a report name in the table below to go to the appropriate instructions.

MM/DD/YY HH:MM

Trans List

Trans Inquiry

Clerk Subtotals

Batch Close

Config List

This allows you to:

print a list of all Ernex transactions in the terminal memory print the Transaction Inquiry report print a list of totals for one or more clerks

(only active if clerk IDs are configured) close the Ernex Batch print a list of the current settings for each parameter

The Ernex Reports Menu

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To access the Ernex Reports menu:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the Reports key (first purple key on the right, below the icon on the screen).

Note: For instructions on navigating through the menus and editing parameters, see The Menu Feature .

9.5.3 The Ernex GIFT & LOYALTY Setup Menu

This menu allows you to set values for a number of Ernex parameters on your terminal. The parameters are listed in the order they appear on the menu. Some items may not appear on the terminal until a specific feature is enabled.

Click on a parameter name in the table below to go to the appropriate instructions.

MM/DD/YY HH:MM

Printer

Merchant

Comm

IP Hosts

Terminal

Initialization

About

This allows you to:

configure the Ernex receipt format configure a variety of Ernex features

Do Not Use

Do Not Use configure a variety of Ernex features initialize the terminal to the Ernex host displays Ernex application version information (press the green OK key to exit)

Do Not Use enter and exit Ernex Demo Mode

Date/Time

Demo

The Ernex Setup Menu

To access the Ernex Setup menu:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Select Setup.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

Note: For instructions on navigating through the menus and editing parameters, see The Menu Feature .

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9.6 Ernex Admin Transactions

9.6.1 Ernex Batch Close

This function closes a Moneris gift and/or loyalty card batch on the terminal and the Ernex host and prints a detailed transaction report.

To close an Ernex batch:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Press the Reports key (first purple key on the right, under the icon).

The Ernex Reports menu appears.

3. Select Batch Close.

If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.

The terminal communicates with the Ernex host then the "Print Details Report?" prompt appears.

4a. To include details for each transaction in the batch summary report, select Yes. This produces the same report as a

Transaction Inquiry

performed for all transactions in the current batch.

OR

4b. To print only totals in the batch summary report, select No.

The terminal prints the batch summary report, communicates with the Ernex host then returns to the

Reports main menu.

5. Press the red CANC ANNUL key to return to the GIFT & LOYALTY main menu.

9.6.2 Initialization to the Ernex Host

This function sends information about the terminal to the Ernex 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.

If changes have been made to your Ernex configuration or your Ernex account, the terminal may display

"Initialization Required" or the Service Centre may call and ask you to re-initialize your terminal. Follow the

Re-Initialization

instructions below.

First Initialization

This function MUST be performed once, after completing configuration, in order to use your terminal to process gift card or loyalty card transactions.

Note: Before attempting this function, ensure that the SIM card

has been inserted.

To perform the first Ernex initialization on your terminal:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Setup.

The "Password:" prompt appears.

3. Key in the manager password

and press the green OK key.

4. On the Setup menu, select Initialization.

The "Ernex Term ID" prompt appears.

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5. Key in the Ernex Terminal ID and press the green OK key.

The terminal completes the initialization and returns to the Setup menu.

6. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu.

Re-Initialization

If changes have been made to your Ernex configuration or your Ernex account, the terminal may display

'Initialization Required' or the Service Centre may call and ask you to re-initialize your terminal.

To re-initialize your terminal:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Setup.

The "Password:" prompt appears.

3. Key in the manager password

and press the green OK key.

4. Select Initialization.

5. If the "Batch Not Empty Close Batch?" prompt appears:

Select Yes to close the Ernex batch.

OR

Select No to leave the Ernex batch open.

The "Ernex Term ID" prompt appears.

6. Press the green OK key to continue.

The terminal completes the initialization and returns to the Setup menu.

7. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu.

9.7 Ernex Reports

9.7.1 Ernex Transaction List

This report displays or prints Moneris gift and/or loyalty card transactions stored on the terminal in the current batch without closing the batch.

To display a list of Ernex transactions:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the Reports key (first purple key on the right, below the icon on the screen).

The Ernex Reports menu appears.

3. Select Trans List.

If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.

The "Print by Date or Batch?" prompt appears.

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4. Choose the selection method: a. To select transactions by date:

A. Select Date.

The "Date" prompt appears.

B. Key in the date and press the green OK key.

OR

Press the green OK key for all dates. b. To select transactions by batch number:

A. Select Batch Number.

The "Batch Num" prompt appears.

B. Key in the batch number (5 numeric digits) and press the green OK key.

OR

Press the green OK key for all batches

5. If the "Print Totals Only" prompt appears:

Select Yes to print just the terminal batch totals.

OR

Select No to print the transaction details as well as the terminal batch totals.

The terminal prints the list of Ernex transactions.

6. Press the red CANC ANNUL key to return to the GIFT & LOYALTY main menu.

9.7.2 Ernex Transaction Inquiry

This report displays or prints details of Moneris gift and/or loyalty card transactions in the current batch

WITHOUT closing the batch.

To print a Transaction Inquiry for an Ernex transactions:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the Reports key (first purple key on the right, below the icon on the screen).

The Ernex Reports menu appears.

3. Select Trans Inquiry.

If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.

The "Clerk ID" prompt appears.

4a. To print all transactions for all cards: a. Select All.

The "Card #:" prompt appears. b. Press the green OK key for all cards.

4b. To scroll through the list of cards and select a transaction: a. Scroll through the list:

To scroll forwards, select Next.

To scroll backwards, select Prev. b. When the correct transaction is displayed, press the green OK key to select it.

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4c. To retrieve information about a specific card number. a. Select Slct.

The "Card #" prompt appears. b. Key in the gift or loyalty card number and press the green OK key.

4d. To return to the Reports menu, select Exit.

The "Enter Amount:" prompt appears.

5. Key in a dollar amount and press the green OK key.

OR

Press the green OK key for all amounts.

The "Date:" prompt appears.

6. Key in the date and press the green OK key.

OR

Press the green OK key for all dates.

The "Select option" prompt appears.

7a. To view information on the terminal, select View and scroll through the information:

To scroll forwards, select Next.

To scroll backwards, select Prev.

7b. To print the transaction information, select Print.

The terminal prints the report and returns to the Reports menu.

7c. To return to the Reports menu, select Cncl.

8. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu.

9.7.3 Clerk Subtotals Report for Ernex Transactions

This report displays or prints the totals of all Moneris gift and/or loyalty transaction types for one or more clerk IDs in the current batch without closing the batch.

IMPORTANT:

Clerk IDs must be added to your merchant account on the Ernex Host before this

report can be generated.

To print the Clerk Subtotals report for Ernex transactions:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the Reports key (first purple key on the right, below the icon on the screen).

The Ernex Reports menu appears.

3. Select Clerk Subtotals.

If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.

The "Zero Clerk totals" prompt appears.

4. To reset clerk totals to zero (0) upon completion of the report, select Yes.

OR

To continue accumulating clerk totals upon completion of the report, select No.

The "Select Clerks" prompt appears.

5a. To print subtotals for one clerk, a. Select One. b. Key in the Clerk ID and press the green OK key.

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5b. To print subtotals for a group of clerks: a. Select Grp. b. Key in the group ID and press the green OK key.

5c. To print subtotals for more than one clerk: a. Select List. b. Key in the clerk ID and press the green OK key.

The "Add more?" prompt appears. c. Select Yes to add more clerks to the list.

OR

Select No to finish the list and print the report.

5d. To print subtotals for all clerks, select All.

6. The terminal prints the report and returns to the Reports menu.

7. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu.

9.7.4 Configuration List for Ernex

When you have finished configuring the gift and/or loyalty program on your terminal, print the Ernex

Configuration List to have a printed record of the terminal’s Ernex parameters.

To print the Ernex Configuration list:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Press the Reports key (first purple key on the right, below the icon on the screen).

The Ernex Reports menu appears.

3. Select Config List.

The terminal prints the report and returns to the Reports menu.

4. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu.

9.8 Ernex Configuration

9.8.1 Ernex Printer and Receipt Parameters

Use the Printer selection on the Ernex Setup menu to configure Ernex printer and receipt parameters.

Transactions menu (GIFT & LOYALTY) > Setup menu > Printer

Note: For instructions on navigating through the menus, see

The Menu Feature .

Prmpt Beep Delay

Number of seconds to wait after beeping and displaying the "Tear Receipt; Press OK key" message before printing the customer receipt.

Key in number of seconds and press the green OK key (120 = default).

Pre-print

Sets the terminal to begin printing the receipt header before the transaction is complete.

Off

On = Default

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Enable Printer

Turns the printer on or off.

On = Default

Off (results in the "Printer Disabled" message any time a report should be printed or the "Printer Error" message any time a financial transaction is attempted)

Number of Copies

Sets the number of receipts printed for each transaction.

0 COPY - no receipts are printed

1 COPY - prints the customer copy

2 COPIES - prints the customer copy and the merchant copy = Default

2 COPIES OPTN - prints the customer copy and prompts for confirmation to print the merchant copy

3 COPIES - prints the customer copy, the merchant copy and a duplicate of the merchant copy

3 COPIES OPTN - prints the customer copy and the merchant copy and prompts for confirmation to print a duplicate of the merchant copy

9.8.2 Ernex Merchant Parameters

Use the Merchant selection on the Ernex Setup menu to configure Ernex Merchant parameters.

Transactions menu (GIFT & LOYALTY) > Setup menu > Merchant

Note: For instructions on navigating through the menus, see

The Menu Feature .

Merchant ID

Your Moneris Merchant ID.

Key in the numeric Merchant ID assigned to you by Moneris and press the green OK key.

Moneris Term ID

Your Moneris Terminal ID.

Key in the numeric Terminal ID assigned to you by Moneris and press the green OK key.

Ernex Term ID

Your Ernex Terminal ID.

Key in the 8-digit Terminal ID assigned to you by Ernex and press the green OK key.

Rct Hdr 1 to 7

The seven lines of text that appear at the top of receipts.

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Footer 1 to 6

The six lines of text that appear at the bottom of receipts.

Key in alphanumeric text

(max. 40 characters) and press the green OK key.

Seq #

Not Editable

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AutoClos Time

This parameter is updated to match the host each time the GIFT & LOYALTY application is initialized

.

HHMMSS (230000 = default)

Auto Close Tries

The number of times the terminal tries to perform an automatic batch close.

Key in a 2-digit numeric value (displayed in seconds, e.g. 60 = 60 seconds) and press the green OK key (3 = default).

Auto Close Delay

The amount of time the terminal waits between attempts to perform an automatic batch close.

Key in a 2-digit numeric value and press the green OK key (10 = default).

Auto Close Opt

Determines whether the terminal will attempt an automatic batch close each day or the batch must be closed manually.

No - you must perform a batch close manually (default).

Yes - the terminal will automatically attempt to close each day.

Beneft Amt Prmpt

Not Editable

Coupon Validation

Enables or disables coupon validation.

No (default)

Yes

Amt Verification

Enables or disables the verification prompt for the amount entered during an Ernex gift and/or loyalty transaction.

No (default)

Yes

9.8.3 Ernex Communications Parameters

Use the Comm selection on the Ernex Setup menu to configure Ernex communications parameters.

Transactions menu (GIFT & LOYALTY) > Setup menu > Comm

Note: For instructions on navigating through the menus, see

The Menu Feature .

Pri Auth Phone

Do Not Use

Sec Auth Phone

Do Not Use

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Baud Rate

Do Not Use

Blind Dial

Do Not Use

Device Type

The Ernex device type

Key in the 2-digit alphanumeric device type assigned by Moneris or Ernex and press the green OK key.

Note: For help on keying in alphabetic characters, see Entering Alpha Characters and Punctuation .

Dial Type

Do Not Use

Backup Support

Do Not Use

Num Retries

Do Not Use

Reversal Retries

Do Not Use

9.8.4 Ernex Terminal Parameters

Use the Terminal selection on the Ernex Setup menu to configure Ernex terminal parameters.

Transactions menu (GIFT & LOYALTY) > Setup menu > Terminal

Note: For instructions on navigating through the menus, see

The Menu Feature .

Clrk/Srvr Mode

Enables or disables the "Clerk ID:" prompt. If Clerk Totals and Clerk ID input are supported, select

Prompt.

None (default)

Prompt

Terminal Beep

Turns the key beep on or off.

Off

On (default)

PABX Code

Do Not Use

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Demo Mode

Turns Ernex Demo Mode

on or off.

Off (default)

On

Man Inv Prompt

Enables or disables the "Invoice Number" during Ernex gift and/or loyalty transactions. Entry at the prompt is not required and can be bypassed by pressing the green OK key.

Off (default)

On

Ernex Route Code

The Routing Identifier for the Ernex Host provided to you by Ernex or Moneris.

Key in the two-digit numeric value and press the green OK key.

Language

Sets the terminal display language.

English (default)

French

9.8.5 Adding Clerk IDs to the Ernex Gift & Loyalty Application

Follow the procedure below to add Clerk IDs to be used when processing gift and loyalty transactions.

To add an Ernex Clerk ID:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Clerk Admin.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The CLERK ADMIN menu appears.

3. Select Add Clerk to add a clerk ID.

The "Clerk ID:" prompt appears.

4. Key in the Clerk ID to be added and press the green OK key. For help, see

Entering Alpha Characters and Punctuation .

The "Clerk Added" message appears then the "Clerk ID:" prompt re-appears.

To continue adding Clerk IDs, repeat step 5 as needed. You can add a maximum of 20 Clerk IDs at one time.

Note: Once 20 Clerk IDs have been entered for addition, the terminal communicates with the host to add the Clerk IDs to the Host.

5. When all the Clerk IDs have been entered for addition, press the red CANC ANNUL key.

The "Send to Host?" prompt appears.

6. Select Yes to send the Clerk IDs to the host for addition.

The terminal communicates with the host then displays "APPROVED" and beeps.

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7. Press the green OK key to return to the CLERK ADMIN menu.

8. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu.

Note:

Clerk IDs

can also be deleted .

9.8.6 Deleting Clerk IDs From the Ernex Gift & Loyalty Application

Use this function to remove Clerk IDs so they can no longer be used when processing gift and loyalty transactions.

To delete and Ernex Clerk ID:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the transactions menu appears.

2. Select Clerk Admin.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The CLERK ADMIN menu appears.

3. Select Delete Clerk to delete a clerk ID.

The "Clerk ID:" prompt appears.

4. Key in the Clerk ID to be removed and press the green OK key. For help, see Entering Alpha

Characters and Punctuation .

The "Clerk Deleted" message appears then "Clerk ID:" entry screen re-appears.

To continue deleting Clerk IDs, repeat step 4 as needed.

5. When all the desired Clerk IDs have been deleted, press the red CANC ANNUL key.

The "Send to Host?" prompt appears.

6. Select Yes to send the Clerk IDs to the host for deletion.

The terminal communicates with the host then displays "APPROVED" and beeps.

7. Press the green OK key to return to the CLERK ADMIN menu.

8. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu.

Note:

Clerk IDs

can also be added

.

9.9 Ernex Demo Mode

9.9.1 Ernex Demo Mode

Demo Mode allows you and your employees to practice performing gift and loyalty transactions on your

Moneris terminal WITHOUT affecting your terminal total amounts, your financial accounts and your customers’ accounts.

Note: Demo Mode is only available if you close your terminal batches on the terminal. If your terminal uses system close, you cannot use Demo mode.

While the terminal is in Demo mode:

• DEMO is printed at the top of each receipt and report

• There is no transaction maximum, however, demo transactions for more than $10 produce a decline message.

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• Transaction amounts equal to or greater than $1.00 produce a "Balance Due" message with an amount due of $1.00.

• All gift and loyalty transactions are supported

Note: To use Demo Mode, see

Entering Demo Mode in Ernex and Exiting Demo Mode in Ernex .

9.9.2 Entering Demo Mode in Ernex

Note:

Demo mode can only be activated on terminals that have been configured and initialized to the

Ernex host.

IMPORTANT: You must

close the current Ernex batch before you can enter Demo mode. Do

NOT clear the batch.

IMPORTANT: Ensure that you exit Demo Mode before processing actual gift or loyalty

transactions. Transactions processed in Demo Mode will NOT affect your terminal totals, Ernex accounts and customers’ accounts.

To enter Demo Mode in Ernex:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Select Setup.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The Setup menu appears.

3. Select Demo.

The "Demo Mode" prompt appears.

4. Select On.

The terminal displays "DEMO MODE ON" then the Setup menu re-appears with the DEMO icon ( ) displayed on the left side of the screen.

5. Press the red CANC ANNUL key two times to return to the GIFT & LOYALTY transactions menu.

IMPORTANT: Ensure that you exit Demo Mode before processing actual Ernex transactions.

Transactions processed in Demo Mode will not affect your terminal totals, Ernex accounts and customers’ accounts.

9.9.3 Exiting Demo Mode in Ernex

IMPORTANT: Ensure that you exit Demo Mode before processing actual gift or loyalty transactions. Transactions processed in Demo Mode will NOT affect your terminal totals, Ernex accounts and customers’ Ernex accounts.

To exit Demo Mode in Ernex:

1. On the

applications menu , select GIFT & LOYALTY.

The message "Activating App..." is displayed then the Ernex transactions menu appears.

2. Select Setup.

If the "Password:" prompt appears, key in the

manager password and press the green OK key.

The Setup menu appears.

3. Select Demo.

The "Demo Mode" prompt appears.

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4. Select Off.

The "Batch Not Empty Clear Batch" message appears.

5. Select Yes to clear the demo batch so it does not affect totals of real Ernex transactions.

The terminal displays "DEMO MODE OFF" then the Setup menu re-appears. The DEMO icon ( ) is no longer displayed on the screen.

6. Press the red CANC ANNUL key two times to return to the GIFT & LOYALTY transactions menu.

IMPORTANT: Ensure that you exit Demo Mode before processing actual gift or loyalty transactions. Transactions processed in Demo Mode will NOT affect your terminal totals, Ernex accounts and customers’ Ernex accounts.

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10. End-of-Day Procedure

The end-of-day process comprises a number of procedures:

Batch Close

Batch Clear

Batch Review

Multi-Terminal Batch Close

10.1 Processing a Batch Close

Moneris has two types of settlement:

Merchant Close

- You are responsible for settlement/Batch Close at the end of each day.

System Close - Moneris automatically settles your transactions at the end of the day.

Note: To close multiple terminals at once, see Multi-Terminal Batch Close

.

Note: To print the Batch Totals report without closing the batch, see The Batch Totals Report

.

10.1.1 Merchant Close

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.

Here’s how:

Step 1: Process a Batch Close Transaction

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Close.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Close Type?" prompt, select Sngl.

The terminal communicates with the Moneris Host then prints the Batch Totals section of the Batch Close

Report.

4. At the "Prt Stored Trans?" prompt, select Yes to print the Stored Transactions Report

.

5. At the "Rpt Period:" prompt: a. To print the transactions for a specific date, select Date, key in the date at the Date

"YYYYMMDD:" prompt then press the green OK key.

OR

b. To print all transactions in the batch, select All.

The terminal prints the Stored Transactions Report and the "Close Batch?" prompt appears.

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Step 2: Confirmation

1. When the “Close Batch?” prompt appears, check that the totals on the

Batch Totals Report match the

totals on the printed Stored Transactions Report.

If they match, select Yes to close the batch. The terminal finishes printing the Batch Close Report and returns to the transactions menu.

If they do NOT match, select No to cancel the Batch Close process and call Moneris the next business day for reconciliation assistance.

Note: If you don’t make a selection at the “Close Batch?” prompt within two minutes, the terminal will beep three times then return to the transactions menu without closing the batch.

10.1.2 System Close

If your account is set up for System Close settlement, Morris automatically settles your transactions for you at the end of each day. You must verify transaction totals on a daily basis. Here’s how:

Step 1: Print a Stored Transactions Report .

Step 2: Print a Merchant Sub-Totals Report

.

IMPORTANT: The Merchant Sub-Totals Report must be printed before 11:00 p.m. local time.

Step 3: Confirmation

Confirm that the totals on the Merchant Sub-Totals Report match the totals on the Stored Transactions

Report. If they do not match, contact Moneris within 30 days for reconciliation assistance.

10.2 Processing a Batch Clear

This function is primarily used by System Close merchants to clear the batch in the terminal memory. A system close is initiated by the Moneris Host and clears the batch on the host but not on the terminal. If the batch on the terminal is never cleared, any totals reports that rely on the terminal batch will continue to increment each day.

To process a Batch Clear:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Clear.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Clear Batch?" prompt, select Yes.

The terminal clears the batch and returns to the transactions menu.

Note: If you select No, the terminal returns to the transactions menu without clearing the batch.

118 Mobile 8300 Operating Manual Version 1.1.01

10. End-of-Day Procedure

10.3 Processing a Batch Review

The Batch Review process retrieves transactions in the current batch by using the following retrieval methods:

• Clerk ID (Clrk)

• Transaction Amount (Amt)

• Last 4 Digits of the Card Number (Acct)

• Sequence Number (Seq#)

• Once the transaction is retrieved, you can print a Transaction Inquiry, reprint the Merchant copy of the receipt, or correct (void) the transaction.

Note: To use the Clerk ID retrieval method, you must enable

Clerk ID Prompting . The method is not

available if the

Default Clerk ID

option is enabled.

Note: This function does NOT include Pre-Authorization transactions. To review these transactions, you

must print a Pre-Auth Transactions Report

.

To process a Batch Review:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Review.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Retrieve By" prompt, select the method you want to use to retrieve transactions:

Clrk => key in the transaction Clerk ID and press the green OK key.

Amt => key in the transaction amount press the green OK key.

Acct => key in the last 4 digits of the transaction card number and press the green OK key.

Seq# => key in the transaction Sequence Number and press the green OK key. To review the first transaction in the batch, press the green OK key.

The terminal displays the following information for the first transaction that matches the criteria:

Seq#:

Card Name

Transaction Type

Card Number

Amount

4a. Select the action you want to perform:

Corr => perform a Correction on that transaction

Prev => move back to the previous transaction that matches the criteria

Next => move forward to the next transaction that matches the criteria

Prnt => print the details displayed on the screen in the Transaction Inquiry report format

OR

4b. Press the REPRINT key (2nd purple key from the right) to reprint the Merchant copy of the displayed transaction's receipt.

5. Press the red CANC ANNUL key twice to return to the applications menu.

Mobile 8300 Operating Manual Version 1.1.01 119

10. End-of-Day Procedure

10.4 Processing a Multi-Terminal Batch Close

This feature allows you to close batches by Terminal Name (i.e., on one or more terminals) or on all terminals from another terminal.

This function does NOT compare totals stored in the terminal memory to totals stored on the Moneris

Host. Therefore, you should check that your receipts balance with the Batch Totals printed on the Multi-

Terminal Batch Close Report. You can also check the balance by printing a Stored Transactions Report

on each terminal included in the Batch Close.

IMPORTANT: A Multi-Terminal Batch Close can be performed only for terminals that are added to and associated with your Merchant Number on the Moneris Host (see

Adding a Terminal

Name

).

10.4.1 By Terminal Name

You can process a Batch Close on one or more terminals by selecting the appropriate Terminal Name(s).

You must therefore know the Terminal Name of the terminal whose batch you want to close.

To process a Batch Close on one or more terminals by Terminal Name:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Close.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Close Type?" prompt, select Mult.

4. At the "Terminal Name:" prompt, key in the name of the terminal and press the green OK key.

The "Add Another Terminal?" prompt appears.

5a. To include more terminals in the Batch Close, select Yes then repeat steps 4 and 5 for each additional terminal to create the Batch Close process list. After you finish adding terminals, select No.

OR

5b. To include only the terminal selected in step 4, select No.

IMPORTANT: To close the batch for the terminal in use, you must add its Terminal Name to the

Batch Close process list.

Note: You can include up to 20 terminals in a Batch Close. When you enter the 20th Terminal Name, the terminal automatically processes the Batch Close on them and returns to the "Add Another Terminal?" prompt. You can then add more terminals as above or select No to complete the Batch Close.

The terminal communicates with the Moneris Host then prints the Batch Totals section of the Multi-

Terminal Batch Close Report.

6. At the "Batch Close?" prompt, select Yes.

The terminal communicates with the Moneris Host to close the batch, finishes printing the report with the

Batch Close section and returns to the REPORTS menu.

7. Press the red CANC ANNUL key to return to the transactions menu.

120 Mobile 8300 Operating Manual Version 1.1.01

10. End-of-Day Procedure

10.4.2 For All Terminals

You can process a Batch Close on all terminals associated with your Merchant Number on the Moneris

Host.

To process a Batch Close on all terminals:

1. On the

applications menu , select DEBIT & CREDIT.

The message "Activating App..." is displayed then the transactions menu appears.

2. Scroll down and select Batch Close.

If the "Password:" prompt appears, key in the

Manager Password

and press the green OK key.

3. At the "Close Type?" prompt, select Mult.

4. At the "Terminal Name:" prompt, press the (*) ASTERISK key and then press the green OK key.

5. At the "Add Another Terminal?" prompt, select No.

6. At the "Batch Close?" prompt, select Yes.

The terminal communicates with the Moneris host to close the batch, finishes printing the report with the

Batch Close section and returns to the REPORTS menu.

7. Press the red CANC ANNUL key to return to the transactions menu.

Mobile 8300 Operating Manual Version 1.1.01 121

10. End-of-Day Procedure

122 Mobile 8300 Operating Manual Version 1.1.01

11. 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.

Note: Please keep any receipts printed during problem transactions. The Service Centre representative may require information that appears on the receipts.

IMPORTANT: You may need to contact your wireless service provider 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.

11.1 Additional Documentation

Additional documentation for the Mobile8300 can be accessed in a number of ways:

• On performing transactions and end-of-day procedures, please refer to the Moneris Mobile 8300

Using Your Terminal guide shipped with your hardware

• On setting up your terminal, please refer to the Moneris Mobile 8300 Setting up Your Terminal guide also shopped with your hardware

• For complete instructions, please refer to the Moneris Mobile 8300 Operating Manual. To download a printable PDF of this manual, go to moneris.com/8300.

• To access the Moneris Mobile 8300 Webhelp, go to

• For a copy of the Moneris Merchant Operating Manual, go to www.moneris.com/Support/Downloads/MerchantManuals.aspx

.

To download other documentation, visit the Support - Downloads pages on our website www.moneris.com

.

11.2 Telephone Assistance

When you need:

• to order POS stationary supplies including printer rolls and additional batteries

• to resolve balancing issues

• to solve problems with your terminal

• to report a

Code 10 situation

• assistance

changing your terminal configuration

Credit Voice Authorizations

Please Contact the Moneris Merchant Service Centre

Toll free 1-866-319-7450

24 hours a day, 7 days a week

Mobile 8300 Operating Manual Version 1.1.01 123

11. Troubleshooting

11.3 Merchant Direct Secure Message Centre

Log in to Merchant Direct and use the Message Centre to send a secure message directly to the Moneris

Merchant Service Centre.

11.4 Error Messages on the Moneris Mobile 8300 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.

IMPORTANT: You may need to contact your wireless service provider 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

CARD NOT

SUPPORTED

CARD SWIPE

ERROR

PROBLEM & SOLUTION

The type of card swiped on the terminal does not match the card type selected at the READY screen. For example, a Debit card was swiped during a Credit Pre-

Authoirzation transaction or an Ernex Gift Card was swiped for an Ernex Loyalty

Card transaction.

Try swiping the card again.

If this message reappears, press the red CANC ANNUL key to cancel the transaction and retry the transaction.

-OR-

Your merchant account with Moneris is not set up to accept the card type that was swiped.

Request another form of payment then contact the Moneris Merchant Service

Centre to discuss how to add that payment type to your merchant account.

There is a problem with the magnetic stripe on the card that was swiped.

Try swiping the card again, this time more slowly or quickly, or from front of the terminal to the back.

If the message reappears:

- for credit card with stripe &endash; key in the card number.

- for credit card with chip &endash; swipe the card

- for debit card with stripe or chip &endash; request another form of payment.

CARD

REMOVED - 991

The chip card was removed before the end of the transaction.

Retry the transaction.

CARRIER

TIME-OUT

The terminal was not able to connect to the wireless Ethernet provider.

Press the green OK key to return to the transactions menu and try the transaction again.

CHIP CARD

MALFUNCTION

There was an error reading the chip card.

Remove the card and retry the transaction. If the message reappears, swipe the card.

124 Mobile 8300 Operating Manual Version 1.1.01

11. Troubleshooting

ERROR

MESSAGE

CHIP CARD

SWIPED

COMMSVR

ENTRY

PASSWORD

-----------------

CONNECT

FAILED

PROBLEM & SOLUTION

A chip-enabled card was swiped.

Insert the card in the chip card reader and resume the transaction.

The 2 key was pressed when the terminal was at the applications menu (e.g.

attempting to key in a dollar value of $20.00 or another value that includes a 2).

Press the red CANC ANNUL key to return to the applications menu .

The terminal could not connect via wireless Ethernet.

1. Press the green OK key to return to the transactions menu.

2. Ensure the SIM card is in the SIM card slot and is inserted correctly then retry

the transaction.

This symbol appears when the terminal is in Demo Mode.

Exit Demo Mode

to remove the symbol from the display.

Edit Config

About

UTILITIES>

The "8" key was pressed when the terminal was at the

applications menu

(e.g. attempting to key in a dollar value of $8.00 or another value that includes an 8).

Press the * (asterisk) key to return to the applications menu .

EMPTY BATCH If you attempt a Pre Auth Completion

but there are no uncompleted pre auths in the terminal memory, the Empty Batch message appears.

Press the green OK key to return to the

Pre Auth menu

.

ERR READ

CARD NO.

There is a problem with the magnetic stripe on the card that was swiped.

Try swiping the card again, this time more slowly or quickly, or from front of the terminal to the back.

If the message reappears:

- for credit card with stripe &endash; key in the card number.

- for credit card with chip &endash; swipe the card

- for debit card with stripe or chip &endash; request another form of payment.

EXCEEDS

REFUND LIMIT

The total value of refunds performed today is greater than your daily refund limit.

- Call the Moneris Merchant Service Centre for a temporary increase. Please have the original purchase receipt available for reference.

EXPIRED CARD The expiry date on the card that was swiped has passed.

Request another form of payment.

HOST LOGON

REQUIRED

The terminal has been

logged off

unauthorized transactions.

Perform a Logon transaction.

to protect it from attempts to perform

INIT

REQUIRED

When this message is displayed at the top of the screen (alternating with the date and time), the Moneris host is requesting a

re-initialization

of the terminal.

Mobile 8300 Operating Manual Version 1.1.01 125

11. Troubleshooting

ERROR

MESSAGE

PROBLEM & SOLUTION

INVALID DATE The date entered is not a valid date.

The date must be entered in the MMYY format and must be a valid calendar date, e.g. 1409 is not a valid date.

Check the date and re-enter it when the prompt re-appears.

INVALID The password entered does not match the manager's password.

Press the red CANC ANNUL key then re-enter the manager password and press the green OK key.

Inv# is 7 char max

Press OK key

The Private Label card or Purchasing card used for this transaction only supports

invoice numbers with a maximum of 7 characters. The invoice number keyed in earlier in the transaction was longer than 7 characters.

Press the green OK key. The "Invoice #:" entry screen appears.

Check the invoice number, enter the correct number of characters and press the green OK key to continue the transaction.

INVALID

ACCNT NO.

IP

CONNECTION

FAILED

During a swiped credit card transaction, the digits entered as the last four of the credit card do not match the last four digits of the card number encoded on the card's magnetic stripe.

Check the card number and re-enter the last four digits when the "Last 4 digits:" prompt re-appears.

If the prompt reappears, contact the Moneris Merchant Service Centre for assistance.

The terminal could not connect via wireless Ethernet.

1. Press the green OK key to return to the transactions menu.

2. Ensure the SIM card is in the SIM card slot and is inserted correctly then retry

the transaction.

LINE BUSY Check if the phone line is shared with another piece of equipment, e.g. a fax machine.

If it is, disconnect the other piece of equipment to leave the line free for the terminal and try the transaction again.

OR

Check if a prefix is required to dial out.

If it is, set the PABX code to the required prefix then try the transaction again.

MUST SETTLE

SOON

The terminal batch file is nearly full.

Perform a Batch Clear transaction to empty the batch file.

NO ACTIVITY There are no transactions associated with that clerk ID.

OR

That Clerk ID does not exist.

Check the Clerk ID and try the

Clerk Subtotals report

again.

NO AIDs If this message appears when the terminal is powering up, press the green OK key to continue or wait 45 seconds for the terminal to continue on its own.

126 Mobile 8300 Operating Manual Version 1.1.01

11. Troubleshooting

ERROR

MESSAGE

No Chip CD On

Pre Auth

Please Remove

Card

NO LINE

NO MATCH

PROBLEM & SOLUTION

Your terminal is not configured to process Pre Auth transactions using a chip card and a chip card has been inserted during a Pre Auth transaction.

Remove the chip card, press the red CANC ANNUL key to return to the transaction menu and perform a Purchase transaction with the chip card.

The terminal cannot detect a dial communications line.

Check that all communications cables are connected to the base and the wall jack correctly. If they are, check the phone line for dial tone.

Check that the phone line is an analog dial line. The terminal will not work on a digital phone line or on VoIP.

Try the transaction again. If the message reappears, unplug and replug the power cable at the power source.

The information you have used to find a transaction in memory can not be found.

Check the information and try again.

OUT OF RANGE The Cashback amount requested exceeds the maximum cashback value

set on the terminal.

Ask the cardholder to key in an amount lower than the maximum amount when the

"Cash: " prompt re-appears.

If this error message appears on a regular basis, consider

increasing the cashback limit

set on the terminal.

OR

If this message appears while the terminal is in Demo mode

, ensure the amount of the transaction plus Cashback is $1.00 or less, and the tip is $1.00 or less.

PAPER OUT

PHONE NUM

FLDS EMPTY

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 green OK 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.

The terminal has attempted to dial out but the phone number parameters are empty. If this message occurs during:

- a financial transaction, call the Moneris Merchant Service Centre for assistance.

- a Batch Close

transaction, perform a

Re-initialization

then try the transaction again.

Mobile 8300 Operating Manual Version 1.1.01 127

11. Troubleshooting

ERROR

MESSAGE

PROBLEM & SOLUTION

PRINTER ERR

Open the printer

, check that there is a paper roll and that the roll is loaded properly then close the printer.

Note: If the battery charge level is at less than 20%, the terminal cannot print receipts however transactions can still be processed. Please the terminal on the

charging base to print receipts.

READ CARD

ERR

There is a problem with the magnetic stripe on the card that was swiped.

Try swiping the card again, this time more slowly or quickly, or from front of the terminal to the back.

If the message reappears:

- for credit card with stripe &endash; key in the card number.

- for credit card with chip &endash; swipe the card

- for debit card with stripe or chip &endash; request another form of payment.

RECORD NOT

FOUND

The information you have used to find a transaction in memory can not be found.

Check the information and try again.

REFUND LIMIT

EXCEEDED

The total value of refunds performed today is greater than your daily refund limit.

Call the Moneris Merchant Service Centre for a temporary increase. Please have the original purchase receipt available for reference.

RETRY TRAN? Select YES to retry the transaction. The terminal will try to send the transaction to the Moneris Host using the card data already entered.

Select NO to return to the transactions menu.

SETTLE

FAILED

SYSTEM

PROBLEM

The connection with the Moneris host was lost during the batch close function and the settlement was not completed.

Try the

Batch Close

again. If the batch totals are $0, print a Deposit Totals report

and a

Stored Transactions report then call the

Moneris Merchant Service Centre .

This message will be followed by one of the three following messages:

- TCP INIT ERR: ####

- TCP RECV ERR: ####

- TCP SEND ERR: ####

A communication error has occurred.

Call the Moneris Merchant Service Centre and give the agent the four-digit number.

TABLE FULL 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.

TCP INIT ERR:

####

Refer to the

SYSTEM PROBLEM

error message.

TCP RECV ERR:

####

Refer to the

SYSTEM PROBLEM

error message.

TCP SEND ERR:

####

Refer to the

SYSTEM PROBLEM

error message.

128 Mobile 8300 Operating Manual Version 1.1.01

11. Troubleshooting

ERROR

MESSAGE

TIP ERROR

PROBLEM & SOLUTION

TRANS

CANCELLED

TRANS NOT

ALLOWED

USE MAG

STRIPE ON

TERMINAL

The cardholder has keyed in a tip amount that is greater that the standard percentage or a tip percentage that is not defined in the terminal.

The red CANC ANNUL key was pressed during the transaction.

- If the cardholder pressed the CANC ANNUL key, ask the cardholder to return the terminal.

- Press the green OK key to display the merchant prompts and print the merchant copy of the cancelled receipt.

- Retry the transaction.

You have attempted to perform a transaction that is either not configured on your terminal or not set up in your merchant account.

If this appears during a Batch Close

transaction, your merchant account is set up to

close your batches automatically. Simply print a Merchant Sub-totals report at the

end of each business day.

Call the Moneris Merchant Service Centre for assistance.

Your terminal is configured for Visa Debit Opt Out and you have attempted to perform a Visa Debit transaction. The message appears when you remove the card from the terminal after you receive a "Card Not Accepted" message and then press the green OK key at the "Remove Card" prompt.

Press the red CANC ANNUL key and request another form of payment.

11.5 Ernex Error Messages on the Moneris Mobile 8300

A message will appear on the display if an error occurs in the GIFT & LOYALTY application. 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.

Additional error messages can be found in

Error Messages on the Moneris Mobile 8300 .

IMPORTANT: You may need to contact your wireless service provider for assistance before contacting Moneris. Check the Error Message resolution to determine if this is the case.

PROBLEM & SOLUTION ERROR

MESSAGE

811 SYSTEM

ERROR

PLEASE TRY

LATER

Batch Balance –

NO

The connection with the host was lost during the transaction processing and the transaction was not completed.

Call the Moneris Merchant Service Centre.

CARD NOT IN

BIN RANGE

If this message is printed on the batch summary report during an Ernex Batch

Close

, contact the Moneris Merchant Service Centre the next business day for

reconciliation assistance.

The card type you swiped cannot be used for that transaction type.

OR

Your merchant account is not set up to accept the card type that was swiped.

Request another form of payment.

Mobile 8300 Operating Manual Version 1.1.01 129

11. Troubleshooting

ERROR

MESSAGE

CARD READ

ERROR

ERROR IN

PRINTING

NO MATCH

FOUND

NOT A

LOYALTY

CARD

PROBLEM & SOLUTION

There is a problem with the magnetic stripe on the card that was swiped.

Try swiping the card again, this time more slowly or quickly, or from front of the terminal to the back.

If the message reappears request another form of payment.

Open the printer, check that there is a paper roll and that the roll is loaded properly then close the printer.

The information you have used to find a transaction in memory can not be found.

Check the information and try again

The card swiped (or card number entered) during a Redemption transaction is not a loyalty card.

Check the card and try again.

11.6 Solving 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: You may need to contact your wireless service provider for assistance before contacting Moneris. Check the Hardware Problem resolution to determine if this is the case.

HARDWARE PROBLEM SOLUTION

The battery is almost empty.

Swap the battery

for a fully charged battery

or place the terminal on a

charging base to charge the battery and continue performing

transactions. appears on the left side of the display.

Battery is not charging.

Communication problems are happening intermittently.

Ensure the LED is blinking amber. If not, move the terminal on the

charging base , until the battery contacts touch the base contacts and the

LED

slowly flashes amber.

Contact the Moneris Merchant Service Centre for assistance.

Chip cards can not be processed.

If the card entry prompt is "Swipe Card" and the terminal won’t accept inserted chip cards (i.e. it beeps and remains at "Swipe Card" when a chip card is inserted), contact the Moneris Merchant Service Centre for assistance.

130 Mobile 8300 Operating Manual Version 1.1.01

11. Troubleshooting

HARDWARE PROBLEM SOLUTION

Display screen is blank The terminal has powered off or the battery has drained completely.

Turn the terminal on by pressing and holding the green OK key.

If the

applications menu

does not appear, check that the battery is

properly attached to the terminal .

If it is, and the display is still blank, the battery needs to be charged.

Swap the battery

for a fully charged battery

or place the terminal on a

charging base to charge the battery.

If the display screen is still blank, ensure that the power cable is firmly

connected to the power port on the charging base and the wall jack.

If the display is still blank, contact the Moneris Merchant Service

Centre for assistance.

Display lighting is too bright or too dark

Magnetic Stripe Card reader won't read cards.

The contrast setting is too high or too low.

Check the contrast setting

and increase or decrease it to work with the lighting at the terminal location.

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.

Contact the Moneris Merchant Service Centre for assistance. Nothing is possible on the terminal after initial communications configuration is completed: not initialization, not transactions

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: Debit transactions cannot be performed until the printer

problem is fixed. Credit transactions can be performed manually if

necessary.

Mobile 8300 Operating Manual Version 1.1.01 131

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