Quick Reference Guide - UP Payment Solutions

Quick Reference Guide - UP Payment Solutions
• Press ENTER>Transaction>Sale>Credit
• Swipe card
• Amex will ask if purchasing card?
YES or NO
– If NO continue below
– If YES, will ask for order number,
customer code and ship to zip code
– Card number shows press ENTER to
accept if swiped
– Enter last four digits of card number
and press ENTER to accept if swiped
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter sale amount and press ENTER
– Enter tax amount and press ENTER or Press ENTER and select tax option
• Merchant receipt will print
• Print customer receipt? Press YES or NO
CREDIT SALE (MANUAL ENTRY)
• Press ENTER>Transaction>Sale>Credit
• Manually enter the account number
and press ENTER
• Card present? YES or NO
– Select YES (If NO see MAIL/PHONE
section)
• Amex will ask if purchasing card?
YES or NO
– If NO continue below
– If YES, will ask for order number,
customer code and ship to zip code
• Enter the expiration date and press ENTER
– Enter cashier number and press ENTER
– Choose Verification Code option (Not
Provided, Present, Illegible or Not
Present). If Present enter V-Code from
card and press ENTER
– Enter invoice number and press ENTER
• Enter sale amount and press ENTER
– Enter tax amount and press ENTER or Press ENTER and select tax option
• Merchant receipt will print
• Print customer receipt? Press YES or NO
CREDIT CLEAR (REMOVE FROM JOURNAL)
• Press ENTER>Batch>Down Arrow>Down
Arrow> Down Arrow>Supervisor
– Enter password and press ENTER
• Select Clear>Transaction>Last or Invoice
• If INVOICE selected enter four-digit
invoice number and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
CREDIT REFUND
• Press ENTER>Transaction>REFUND>Credit
– Enter password and press ENTER
• Swipe credit card or manually enter the
account number and press ENTER
• Amex will ask if purchasing card?
YES or NO
– If NO continue below
– If YES, will ask for order number,
customer code and ship to zip code
– If swiped card number shows press
ENTER to accept
– Enter the last 4 of card number and
press ENTER to accept if swiped
– Enter cashier number and press ENTER
• Enter refund amount and press ENTER
– Enter tax amount and press ENTER or Press ENTER and select tax option
• Merchant receipt will print
• Print customer receipt? Press YES or NO
CREDIT partial reversal
Voids (reversals) may only be processed on
sales within the current batch.
• Press ENTER>Batch>Down Arrow>
Partial Reversal
– Enter password and press ENTER
• Select Last or Invoice
• Enter four-digit invoice number and
press ENTER
• Info shows Correct? YES or NO
– No will cancel the transaction
– Yes asks for the reversal amount then
press ENTER
• Correct? YES or NO
• Press NO to enter different reversal
amount
• Press YES to complete transaction
– Terminal dials out
• Enter street address number and
press ENTER
• Enter ZIP code and press ENTER
– Enter customer code and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
ALPHA
• Press corresponding number of letter
desired
• Press the ALPHA key until desired letter
appears [number + alpha=letter]
CARD TYPES ACCEPTED
• Visa
• MasterCard
• American Express
• Discover
• Carte Blanche
• Diners Club
• JCB
• ATM/Debit Cards
TERMINAL MESSAGES
AVS: (Address Verification Service) Checks
if street address and zip code match
CALL: Call Voice Authorization Center. If
approved proceed with offline entry
CARD SWIPE ERROR: Magnetic stripe did not
read. Swipe again or manually enter card
number
HOLD/CALL OR PICK UP CARD: Hold the card.
Use code 10 procedure. Call Voice
Authorization Center.
IMPRINT CARD: Magnetic stripe was not
swiped. Must imprint card using an
imprinter and provide a manual receipt.
MANUAL ENTRY NOT ALLOWED: Current
transaction won’t allow manual entry.
Debit cards may not be manually entered.
QD (Quick Duplicating) or RB (Rejected
Batch): Call help desk for assistance.
RECORD NOT FOUND: Invoice number is not
found in terminal batch
V-CODE: (Verification Code) a 3-4 digit
non-embossed number found on the card
signature panel or near the embossed
number on front of card
0119891
V061510
EBT DEFINITIONS
ELECTRONIC VOUCHER: Form which is
completed by merchant when a Food
Stamp transaction authorization cannot
be received through the terminal
FCSID (FOOD AND CONSUMER SERVICES
IDENTIFIER): Identifies a merchant as
approved to accept Food Stamps
RE-ENTER: A procedure to be followed
only when instructed to do so by your
HELP DESK. May be necessary if terminal
malfunctions or batch becomes corrupted
VOUCHER AP: (VOUCHER APPROVAL
CODE) A Voice Authorized Approval
Code received when a Food Stamp
transaction authorization through the
terminal is not possible. To obtain, call the
Voice Authorization Center.
VOUCHER S/N: (VOUCHER SERIAL NUMBER)
A pre=-printer number found on an
Electronic Voucher form
Quick
Reference
Guide
Bank Name _______________________
QUICK REFERENCE
CREDIT SALE (SWIPED)
Bank Phone _______________________
Help Desk Phone _ __________________
V Number ________________________
Voice Authorization Phone _____________
Merchant Number ID _ _______________
Other _ __________________________
_______________________________
www.tsysacquiring.com
© 2010 Total System Services, Inc. All rights reserved worldwide. TSYS is a federally registered service mark of Total System Services, Inc. Other marks are trademarks
or registered trademarks of their respective owner.
Hypercom Optimum T42XX/M42XX,
SPOS32
r e ta i l
CREDIT void (full reversal)
Voids (reversals) may only be processed on
sales within the current batch.
• Press ENTER>Batch>Down Arrow>
down arrow>void
– Enter password and press ENTER
• Select Last or Invoice
• If INVOICE selected enter four-digit
invoice number and press ENTER
• Info shows Correct? YES or NO
– No will cancel the transaction
• Press YES to complete transaction
– Terminal dials out
• Merchant receipt will print
• Print customer receipt? Press YES or NO
CREDIT OFFLINE ENTRY
• Press ENTER>TRANSACTION>OFFLINE>
SALE OFFLINE
– Enter password and press ENTER
• Swipe card or manually enter the
account number and press ENTER.
If manual enter the expiration date and
press ENTER
– Card number shows press ENTER to
accept (if swiped)
– Enter the last 4 of card number and
press ENTER to accept (if swiped)
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter amount and press ENTER
• Enter Transaction ID and press ENTER
• Enter approval code and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
DEBIT SALE
• Press ENTER>Transaction>Sale>Debit
– Enter password and press ENTER
• Swipe customer card
– Card number shows press ENTER
to accept
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter sale amount and press ENTER
– Enter cash amount and press ENTER
• Total correct? YES or NO
**Total will include Host Fee if any**
– No will cancel the transaction
– Press YES
• Customer enters PIN and presses ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
DEBIT REFUND
• Press ENTER>Transaction>Refund
– Enter password and press ENTER
• Select DEBIT
• Swipe customer card
– Card number shows press ENTER
to accept
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter amount and press ENTER
• Using the PIN pad, have customer enter
PIN and press ENTER
– Enter original date (MMDD) and, press ENTER
– Enter original time (HHMM) and, press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
AUTHORIZATION ONLY
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 9 and
press ENTER
• Swipe card or manually enter the
account number and press ENTER
• Enter the expiration date (MMYY) and
press ENTER if manual
– Card number shows press ENTER to
accept if swiped
– Enter the last 4 of card number and
press ENTER to accept if swiped
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter amount and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
FOOD STAMP SALE
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 42 and
press ENTER
• Swipe customer card or manually
enter card number
• Select FOOD STAMP
– If swiped card number shows press
ENTER to accept
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter amount and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
NOTE: Italicized steps are optional and may not be prompted for.
CASH BENEFIT SALE
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 42 and
press ENTER
• Swipe customer card or manually
enter EBT card number
• Select EBT CASH BENEFIT
– If swiped card number shows press
ENTER to accept
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Total correct? Yes or No
• On the PIN pad, have customer enter
PIN and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
VOUCHER CIR SALE
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 43 and
press ENTER
• Manually enter card number
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter the sale amount and press ENTER
– Enter cash back amount
• Enter Voucher approval number and
press ENTER
• Enter Voucher number and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
EBT REFUND
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 44 and
press ENTER
• Swipe customer card or manually
enter EBT card number
– If swiped card number shows press
ENTER to accept
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter the amount and press ENTER
• Enter Voucher approval number and
press ENTER
• Enter Voucher number and press ENTER
• Receipt will print
• Print customer receipt? Press YES or NO
MAIL/PHONE/WEB SALE
• Press ENTER>TRANSACTION>DOWN
ARROW>DOWN ARROW>MAIL ORDER
• Select option Mail/Phone Trans, Web
Secure Trans or Web Non-secure
• Manually enter account number and
press ENTER
• Enter expiration date and press ENTER
– Enter cashier number and press ENTER
• Select Verification Code option: Not
Provided, Present, Illegible or Not
Present
– If Not Provided, Illegible or Not Present
follow below
– If Present enter V-Code from card and
press ENTER
• Enter PO / ID number and press ENTER
• Enter invoice number and press ENTER
• Enter Sale Amount and press ENTER
• Enter Billing Address and press ENTER
• Enter Billing Zip Code and press ENTER
– If address or zip mismatch terminal will
prompt to capture transaction
– No will VOID sale, YES will capture sale
– Enter customer code and press ENTER
– Enter tax amount and press ENTER
• Merchant receipt will print
• Print customer receipt? Press YES or NO
ADJUST AMOUNT
Not allowed on EBT or DEBIT
• Press ENTER>Batch>Down Arrow>Adjust
– Enter password and press ENTER
– Enter cashier number and press ENTER
• Enter invoice number or press ENTER to
view list
– If invoice number entered: Correct? YES OR NO
– If list displays correct item select adjust – Press Right Arrow to find scroll thru
transactions
• Amount shows Correct? YES or NO
• Press NO to enter new amount and press
ENTER
• Amount shows Correct? YES or NO
• Press YES to accept
• Transaction accepted no receipt prints
Multi-Merchant Note: Select the merchant name (1-20) then ENTER after optional
Merchant password
Note: Use available SOFT KEYS if enabled; If “partial auth” is enabled and processed, “Partial
Authorization” and “AMOUNT DUE $--.—“ will appear on screen and “AMOUNT DUE $--.--“ will
print on receipts.
RE-ENTRY MODE
• Press ENTER>TRANSACTION>OFFLINE>
RE-ENTER
– Enter password and press ENTER
• Select DEBIT, EBT or Voucher Cir
– If DEBIT selected select Purchase or
Refund
– If EBT selected select Food Stamp or EBT
Cash Benefit then if Food Stamp select
Purchase or Refund
– If Voucher Cir selected enter Password
then press ENTER (manual entry only
allowed)
• Swipe card or manually enter the
account number and press ENTER
– If manual enter the expiration date and
press ENTER
– Enter cashier number and press ENTER
– Enter invoice number and press ENTER
• Enter amount and press ENTER
• Enter original Date (MMDDYY) and
press ENTER
• Enter original Time (HHMM) and
press ENTER
• Enter original Trace Number and
press ENTER
• Enter original RRN and press ENTER
• Enter Network ID and press ENTER
• Enter original settle Date (MMDD) and
press ENTER
• Transaction ID and press ENTER
• Enter approval code and press ENTER
• Enter Voucher approval code and
press ENTER
• Enter Voucher Number and press ENTER
• Merchant receipt will print
• Press ENTER to print Customer Receipt or
Cancel to skip
REPRINT A RECEIPT
• Press FUNCTION + 72 (reprint last receipt)
• Press FUNCTION + 73 (reprint any receipt)
– Enter invoice number and press ENTER
• Select customer or merchant copy
• Selected receipt will print
REPORTS
• Press ENTER>Reports
– Enter password and press ENTER
• Select Audit, Summary or Cashier
• Follow particular report prompts
• Press CANCEL when finished
BALANCE INQUIRY REPORT
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 75 and press
ENTER
• Select Debit, Credit-Pre Paid or EBT
• Follow particular report prompts
• Report prints
• Press CANCEL when finished
ADD/REMOVE CASHIER
• Press FUNCTION + 77 and press ENTER
– Enter password and press ENTER
• Enter Cashier Number and press ENTER
• Sign Off/On? YES or NO
• Press CANCEL when finished
FIND TRANSACTION
• Press ENTER>BATCH>DOWN ARROW>FIND
• Enter Invoice Number and press ENTER
• Use arrows for more info
TRANSACTION REVIEW
• Press ENTER>BATCH>REVIEW
– Enter password and press ENTER
• Enter Invoice Number and press ENTER
• Use arrows for more info
DISPLAY TOTALS
• Press FUNCTION
– Enter password and press ENTER
• Enter Merchant Function 5 and press
ENTER
• Press ENTER to view totals by card type
• Press CANCEL to exit when complete
BATCH SETTLEMENT
• Press ENTER>Batch>Settle
– Enter password and press ENTER
• Sales totals correct? Press ENTER
• Refund totals correct? Press ENTER
• Settlement report prints (GB)
• Trans total summary report also prints
FAILED SETTLEMENT
• Terminal will display QDXXXXX or
RBXXXXX
• DO NOT DELETE BATCH OR CONTINUE
WITHOUT HELP DESK VERIFICATION
• Call Help Desk
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