USING YOUR SEMI-INTEGRATED TERMINAL

USING YOUR SEMI-INTEGRATED TERMINAL
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® MONERIS and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation.
TM MONERIS BE PAYMENT READY & Design is a trade-mark of Moneris Solutions Corporation. All other marks or registered
trade-marks are the property of their respective owners.
© 2015 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2.
All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including
photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).
This guide is for informational purposes only. Neither 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, your Moneris Discover Merchant Agreement, your Moneris UnionPay
International Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the “Merchant
Agreements”), as applicable with Moneris. Your Gift card processing is governed by your Moneris Gift Program Agreement
with Moneris. Your Loyalty card processing is governed by your Moneris Loyalty Program Agreement with Moneris. It is the
merchant’s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant
manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is
available for free download at moneris.com/manuals.
Moneris® iCT250
iCT250-SI-UYT-E (12/15)
(12/15)
Contents
Important: Read first
Cabling options for iCT250 semi-integration
Terminal-to-ECR cable: Ethernet
Terminal-to-host cable: Ethernet
Need help?
Web: moneris.com/support
Toll-free: 1-866-319-7450
Overview setup steps: E1 and ED1
Terminal-to-ECR cable: RS232 serial
Terminal-to-host cable: Ethernet or dial
Overview setup steps: E2 , ED2 , and D2 Terminal-to-ECR cable: USB
Terminal-to-host cable: Ethernet or dial
Overview setup steps: E3 , ED3 , and D3 Setup and configuration for iCT250 semi-integration
Record your Moneris merchant ID here:
Set up an RS232 serial connection
Download/install the USB driver, and connect the terminal to your ECR
Enabling Semi-Integrated mode on the terminal
Configuring the terminal-to-ECR communication parameters
Enable for Ethernet connection to ECR
Enable for RS232 serial connection to ECR
Enable for USB connection to ECR
Enabling cash transaction receipt printing from the terminal
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Performing debit/credit and cash transactions in
Semi-Integrated mode
Financial transactions: debit, credit, and cash
Pre-paid credit cards
Partially Approved Purchase
Transaction reports
Administrative transactions
End-of-day processes
General guidelines during a debit/credit or cash transaction
Purchase with debit/credit card
Purchase with cash
Refund with debit/credit card
Refund with cash
Void with debit/credit card
Void with cash
Balance Inquiry on pre-paid credit cards
Pre-Authorization with credit card
Advice with credit card
Force Post with credit card
Debit, credit, and cash receipts
If ECR is configured to print receipts: debit/credit and cash
If terminal is configured to print receipts: debit/credit and cash
Performing gift transactions in Semi-Integrated mode
2
Gift transactions
Gift transaction reports
End-of-day processes for gift transactions
General guidelines during a gift transaction
Purchase with gift card
Refund with gift card
Void with gift card
Gift card receipts
If terminal is configured to print gift card receipts
If ECR is configured to print gift card receipts
U S I N G Y O U R S E M I - I N T E G R AT E D T E R M I N A L : M O N E R I S ® I C T 2 5 0
Performing loyalty transactions in Semi-Integrated mode
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Loyalty transactions
Loyalty transaction reports
End-of-day processes for loyalty transactions
General guidelines during a loyalty transaction
Awarding points for a debit/credit card Purchase
Awarding points for a cash Purchase
Processing a loyalty Refund on a debit/credit card Refund
Removing loyalty points on a cash Refund
Voiding a loyalty transaction
Allocating points for a Pre-Authorization
Awarding points during an Advice (Pre-Auth Completion)
Redeeming points automatically
Redeeming points manually
Redeeming dollars manually
Loyalty card receipts
If terminal is configured to print loyalty card receipts
If ECR is configured to print loyalty card receipts
End-of-day process in Semi-Integrated mode
Merchant close
Merchant close: closing the debit/credit batch
Merchant close: closing the gift/loyalty batch
Merchant close: closing all the batches together
System close
Troubleshooting in Semi-Integrated mode
Error messages
Equipment issues
Need help?
Contact us
Other resources
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3
Important: Read first
Follow the steps below to set up and configure the Moneris iCT250 terminal to
work as a semi-integrated POS device with your electronic cash register (ECR).
1.Refer to page 3 (Before you get started) in the Setting Up Your Terminal:
Moneris iCT250 guide included in your package, and follow the instructions
to determine if you have the required components for setting up and
configuring the terminal to communicate with the Moneris host.
2.Once you have determined that you have all the required components as
outlined in the Setting Up Your Terminal: Moneris iCT250 guide, follow the
steps immediately below on this page.
Cabling options for iCT250 semi-integration
1.To determine which steps you must follow to set up your device to work in
Semi-Integrated mode, refer to one option from the Terminal-to-Moneris host
cabling options column, and then cross-reference it with one option from the
Terminal-to-ECR cabling options row.
Example: To use Ethernet with dial backup cabling for terminal-to-Moneris
host communication with USB cabling for terminal-to-ECR communication,
you must follow the steps in box ED3 .
Terminal-to-ECR cabling options
Terminal-to-Moneris
Terminal-to-Moneris
host cabling
cabling options
host
options
Ethernet
RS232 serial
USB
Ethernet only
E1
a. You must use
static IP.
b. You will need:
•Ethernet cables
(Moneris provides
one Ethernet cable.)
c. Follow the setup
steps on page 6.
E2
a. You may use
dynamic or static IP.
b. You will need:
•RS232 serial cable
•Ethernet cable
c. Follow the setup
steps on page 8.
E3
a. You may use
dynamic or static IP.
b. You will need:
•USB cable
•Ethernet cable
c. Moneris provides the
ECR USB driver.
d. Follow the setup
steps on page 10.
Ethernet
with dial backup
a. You must use ED1
static IP.
b. You will need:
•Ethernet cables
(Moneris provides
one Ethernet cable.)
•dial cable
c. Follow the setup
steps on page 6.
ED2
a. You may use
dynamic or static IP.
b. You will need:
•RS232 serial cable
•Ethernet cable
•dial cable
c. Follow the setup
steps on page 8.
ED3
a. You may use
dynamic or static IP.
b. You will need:
•USB cable
•Ethernet cable
•dial cable
c. Moneris provides the
ECR USB driver.
d. Follow the setup
steps on page 10.
D1
D2
a. You will need:
•RS232 serial cable
•dial cable
b. Follow the setup
steps on page 8.
a. You will need: D3
•USB cable
•dial cable
b. Moneris provides the
ECR USB driver.
c. Follow the setup
steps on page 10.
3.Please note that Moneris provides the following communications cables:
Terminal-to-Moneris host cables
• Ethernet cable1
•dial cable
Terminal-to-ECR cables
1 This
•RS232 serial cable
or
•USB cable
cable may also be used to connect the terminal to your ECR via Ethernet networking.
4.Proceed to Cabling options for iCT250 semi-integration on page 5 in this guide
to determine which overview setup procedure you must follow.
Note: You must use the exact power adaptor and cables provided by Moneris
to work with the Moneris iCT250 terminal. Failure to do so may affect the
operability of or cause damage to the equipment.
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Dial only
This
configuration
is not supported.
5
Terminal-to-ECR cable:
Ethernet
Terminal-to-host cable:
Ethernet
Overview setup steps:
E1 and ED1
1.Connect the terminal to your ECR via your Ethernet network.
• Refer to the instructions provided with your ECR POS system.
2.Connect the terminal-to-Moneris host cables, set up the terminal hardware,
and power on the terminal.
• See pages 5-10 (Hardware setup) in the Setting Up Your Terminal: Moneris
iCT250 guide.
7.Enable optional features on the terminal as desired.
• To enable cash transaction receipt printing from the terminal, see page 16
in this semi-integration guide.
• For other optional features, see pages 17-21 (Additional options) in the
Setting Up Your Terminal: Moneris iCT250 guide.
8.For information and instructions for using your semi-integrated terminal to
perform:
• debit/credit and cash transactions, see Performing debit/credit and cash
transactions in Semi-Integrated mode on page 17 in this guide.
• gift transactions, see Performing gift transactions in Semi-Integrated mode
on page 29 in this guide.
• loyalty transactions, see Performing loyalty transactions in Semi-Integrated
mode on page 34 in this guide.
• End-of-day steps, see End-of-day process in Semi-Integrated mode on page
43 in this guide.
3.Enable Semi-Integrated mode on the terminal.
• See page 15 in this semi-integration guide.
4.Configure the terminal-to-Moneris host static IP communication parameters
on the terminal.
• See page 11 (Communications setup) in the Setting Up Your Terminal:
Moneris iCT250 guide.
5.Configure the terminal-to-ECR communications parameters (Ethernet) on the
terminal.
• See Enable for Ethernet connection to ECR on page 15 in this semi-integration
guide.
6.Initialize and log the terminal onto the Moneris host.
• See page 15 (Initialization and logon) in the Setting Up Your Terminal:
Moneris iCT250 guide.
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7
Terminal-to-ECR cable:
RS232 serial
Terminal-to-host cable:
Ethernet or dial
Overview setup steps:
E2 , ED2 , and D2
1.Connect the terminal-to-ECR cable (RS232 serial).
• See page 12 in this semi-integration guide.
2.Connect the terminal-to-Moneris host cables, set up the terminal hardware,
and power on the terminal.
• See pages 5-10 (Hardware setup) in the Setting Up Your Terminal: Moneris
iCT250 guide.
6.Initialize and log the terminal onto the Moneris host.
• See page 15 (Initialization and logon) in the Setting Up Your Terminal:
Moneris iCT250 guide.
7.Enable optional features on the terminal as desired.
• To enable cash transaction receipt printing from the terminal, see page 16
in this semi-integration guide.
• For other optional features, see pages 17-21 (Additional options) in the
Setting Up Your Terminal: Moneris iCT250 guide.
8.For information and instructions for using your semi-integrated terminal to
perform:
• debit/credit and cash transactions, see Performing debit/credit and cash
transactions in Semi-Integrated mode on page 17 in this guide.
• gift transactions, see Performing gift transactions in Semi-Integrated mode
on page 29 in this guide.
• loyalty transactions, see Performing loyalty transactions in Semi-Integrated
mode on page 34 in this guide.
• End-of-day steps, see End-of-day process in Semi-Integrated mode on page 43
in this guide.
3.Enable Semi-Integrated mode on the terminal.
• See page 15 in this semi-integration guide.
4.Configure the terminal-to-Moneris host communications parameters
(dynamic IP or static IP or dial) on the terminal.
• See page 11 (Communications setup) in the Setting Up Your Terminal:
Moneris iCT250 guide.
5.Configure the terminal-to-ECR communications parameters (RS232) on the
terminal.
• See Enable for RS232 serial connection to ECR on page 16 in this
semi-integration guide.
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9
Terminal-to-ECR cable:
USB
Terminal-to-host cable:
Ethernet or dial
Overview setup steps:
E3 , ED3 , and D3
1.Download and install the required USB driver to your ECR, and then connect
the terminal to your ECR.
• See page 13 in this semi-integration guide.
2.Connect the terminal-to-Moneris host cables, set up the terminal hardware,
and power on the terminal.
• See pages 5-10 (Hardware setup) in the Setting Up Your Terminal: Moneris
iCT250 guide.
7.Enable optional features on the terminal as desired.
• To enable cash transaction receipt printing from the terminal, see page 16
in this semi-integration guide.
• For other optional features, see pages 17-21 (Additional options) in the
Setting Up Your Terminal: Moneris iCT250 guide.
8.For information and instructions for using your semi-integrated terminal to
perform:
• debit/credit and cash transactions, see Performing debit/credit and cash
transactions in Semi-Integrated mode on page 17 in this guide.
• gift transactions, see Performing gift transactions in Semi-Integrated mode
on page 29 in this guide.
• loyalty transactions, see Performing loyalty transactions in Semi-Integrated
mode on page 32 in this guide.
• End-of-day steps, see End-of-day process in Semi-Integrated mode on page
43 in this guide.
3.Enable Semi-Integrated mode on the terminal.
• See page 15 in this semi-integration guide.
4.Configure the terminal-to-Moneris host communications parameters
(dynamic IP or static IP or dial) on the terminal.
• See page 11 (Communications setup) in the Setting Up Your Terminal:
Moneris iCT250 guide.
5.Configure the terminal-to-ECR communications parameters (USB) on the
terminal.
• See Enable for USB connection to ECR on page 16 in this semi-integration
guide.
6.Initialize and log the terminal onto the Moneris host.
• See page 15 (Initialization and logon) in the Setting Up Your Terminal:
Moneris iCT250 guide.
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11
3 a,b,c
p3_step3-abc_pinpad-connect.jpg
3d
p3_step3-d_panel-closed.jpg
Setup and configuration for
iCT250 semi-integration
3d
p3_step3-d_panel-closed.jpg
3 a,b,c
p3_step3-abc_pinpad-connect.jpg
Download/install the USB driver, and connect
the terminal to your ECR
1.Visit: https://esqa.moneris.com/connect/en/download/drivers.
3d
p3_step3-d_panel-closed.jpg
2.Download the “iCT250 USB Driver”.
Set up an RS232 serial connection
3e,f
p3_step3-ef_panel-open.jpg
4.Once the iCT250 USB driver has been installed on your ECR, connect the
terminal to the ECR by following the steps below:
Set up an RS232 serial connection
a.Plug the RS232 serial cable’s connector
(small end) into the terminal’s Magic
Box port labelled “RS232”.
3.Install the driver on the ECR to which you will connect the terminal.
MAGIC BOX
“RS232” PORT
3e,f
p3_step3-ef_panel-open.jpg
3d
p3_step3-d_panel-closed.jpg
Set up a USB connection
a.Turn the terminal over so that the back panel is
facing you. Locate the two corner latches.
RS232 SERIAL CABLE
CONNECTOR
b.Plug the RS232 serial cable’s connector (large end) into a serial port on your ECR.
CORNER
LATCHES
3e,f
p3_step3-ef_panel-open.jpg
b.Grip the latches simultaneously, and then pull
back to raise the back panel.
RS232 SERIAL CABLE
CONNECTOR
BACK PANEL
3g,h
p3_step3-gh_stopper-cut.jpg
c.Detach the panel completely.
3g,h
p3_step3-gh_stopper-cut.jpg
3e,f
p3_step3-ef_panel-open.jpg
d.If a three-pronged rubber stopper is attached, go
to step e.
c.Continue the overview setup procedure at step 2 (on page 8 in this guide).
RUBBER STOPPER
If there is no stopper, go to step f.
e.Grip the stopper, and pull back until it tears off
completely (or use scissors to carefully snip it off).
3g,h
p3_step3-gh_stopper-cut.jpg
3i
p3_step3-i_cable-hovering.jpg
f.Plug the USB cable into the port labelled “USB SLAVE” in the terminal compartment.
USB CABLE
“USB SLAVE”
PORT
3i
p3_step3-i_cable-hovering.jpg
3g,h
p3_step3-gh_stopper-cut.jpg
(Continued on the next page.)
3i
p3_step3-i_cable-hovering.jpg
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3j
p3_step3-j_cable-inserted.jpg
13
3j
p3_step3-j_cable-inserted.jpg
Set up a USB connection (continued)
Enabling Semi-Integrated mode on the terminal
3j
p3_step3-j_cable-inserted.jpg
3k
p4_step3-k_panel-closing.jpg
g.Position the USB cable so that it sits securely in
one of the three grooves at the top of the terminal.
GROOVE
1.Your terminal should now be powered on, and the “TERMINAL SETUP
REQUIRED” screen should be displayed.
USB CABLE
(PLUGGED IN)
2.Press the
3k
p4_step3-k_panel-closing.jpg
h.Position the back panel so that its upper two
corner tabs are slotted into the openings at the
top of the terminal.
CORNER
TABS
key twice, key in 53, and press the green
key.
3.Do one of the following:
•To enable receipt printing from the terminal: Scroll down to RCPTS AT TERM,
and press the green
key.
•To enable receipt printing from the ECR: Scroll down to RCPTS AT ECR, and
press the green
key.
3k
p4_step3-k_panel-closing.jpg
4.Wait for the “REINITIALIZATION REQUIRED” screen to appear.
3l, m
p4_step3-lm_panel-closed.jpg
i.Close the back panel until it snaps shut.
5.Do one of the following:
•If you are connecting the terminal to your ECR over an Ethernet network:
Continue the overview setup procedure at step 4 (on page 6 in this guide).
•If you are connecting the terminal to your ECR using an RS232 serial cable:
Continue the overview setup procedure at step 4 (on page 8 in this guide).
•If you are connecting the terminal to your ECR using a USB cable:
Continue the overview setup procedure at step 4 (on page 10 in this guide).
(The USB cable should be secured as it passes
through one of the three openings between the
closed panel and the terminal.)
3l, m
p4_step3-lm_panel-closed.jpg
j.Plug the USB cable’s connector into a USB port on
your ECR.
USB CONNECTOR
3l, m
p4_step3-lm_panel-closed.jpg
Paper roll
p4_step4_paperroll-inserted.jpg
k.Continue the overview setup procedure at step 2 (on page 10 in this guide).
Configuring the terminal-to-ECR communication
parameters
Enable for Ethernet connection to ECR
1.Press the
key twice, key in 52, and press the green
2.Scroll down to ETHERNET, and press the green
Paper roll
p4_step4_paperroll-inserted.jpg
Paper roll
p4_step4_paperroll-inserted.jpg
key.
key.
3.When the TERMINAL SETUP menu appears, press the red
key twice.
Note: The terminal will automatically use the static IP values that you
configured as instructed in the Setting Up Your Terminal: Moneris iCT250 guide.
4.Wait for the “REINITIALIZATION REQUIRED” screen to appear.
Extended paper
p4_step4_paperroll-extended.jpg
5.Continue the overview setup procedure at step 6 (on page 6 in this guide).
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15
Enable for RS232 serial connection to ECR
1.Press the
key twice, key in 52, and press the green
2.Press the green
key.
key to select RS232.
3.Scroll to the appropriate baud rate value, and press the green
key.
Note: The default setting is 19200. If necessary, select the baud rate that is
supported by your ECR hardware.
Performing debit/credit
and cash transactions
in Semi-Integrated mode
Financial transactions: debit, credit, and cash
4.Wait for the “REINITIALIZATION REQUIRED” screen to appear.
5.Continue the overview setup procedure at step 6 (on page 9 in this guide).
Transaction
Debit/Credit
Cash
Purchase
see page 19
in this guide
see page 20
in this guide
Refund
see page 20
in this guide
see page 21
in this guide
Void
see page 22
in this guide
not supported
Balance Inquiry (for pre-paid credit cards)
see page 23
in this guide1
not supported
5.Continue the overview setup procedure at step 6 (on page 10 in this guide).
Pre-Authorization
see page 24
in this guide1
not supported
Enabling cash transaction receipt printing from
the terminal
Advice (Pre-Auth Completion)
see page 25
in this guide1
not supported
Force Post
see page 26
in this guide1
not supported
Enable for USB connection to ECR
1.Press the
key twice, key in 52, and press the green
2.Scroll up to USB, and press the green
key.
key.
3.Scroll to the appropriate baud rate value, and press the green
key.
Note: The default setting is 19200. If necessary, select the baud rate that is
supported by your ECR hardware.
4.Wait for the “REINITIALIZATION REQUIRED” screen to appear.
1.Press the
key twice, key in 14, and press the green
2.Scroll up to ECR CASH TRANS, and press the green
key.
3.When “ACCEPT CASH TRANS FROM ECR?” appears, press the
YES.
4.Press the red
16
1This
key.
key to select
key twice to return to the WELCOME/BONJOUR screen.
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is a credit card only transaction; debit cards are not supported.
Pre-paid credit cards
Pre-paid credit cards are issued by Visa, MasterCard, and other credit card
companies. These cards are loaded with a pre-defined value and can be used to
pay for all or part of a purchase.
17
Partially Approved Purchase
A Partial Approval of a purchase transaction occurs when a cardholder pays for
a purchase with a pre-paid credit card but the value on the pre-paid card is less
than the purchase amount.
The amount on the pre-paid card is approved, i.e. part of the total purchase
amount is approved. Prompts are displayed indicating how much of the
purchase amount is still owed (e.g. AMOUNT DUE $5.00). That amount can then
be paid by another tender type, e.g. a credit or debit card.
Note: The transaction types, tender types, and data fields on your ECR may
have different names than those used in this guide.
4.Continue the transaction on the terminal if prompted.
5.Process any transaction receipts that are printed.
6.If the Moneris Loyalty program is enabled on your terminal, you will be
prompted to enter a loyalty card (on the terminal).
Transaction reports
Purchase with debit/credit card
All reports must be printed from the terminal regardless of where receipts
are printed. Refer to the “Reports” section in the Using Your Terminal: Moneris
iCT250 guide. Cash transactions do not appear on terminal reports.
Debit or credit purchase of goods or services. When processing a partial
approval purchase (see page 18 in this guide), use the pre-paid credit card(s)
first, followed by another tender type such as a regular debit/credit card or cash.
Administrative transactions
1.Start the transaction from your ECR
All administrative transactions must be started on the terminal regardless of
where receipts are printed. Refer to the “Administrative transactions” section in
the Using Your Terminal: Moneris iCT250 guide.
a.Select the purchase transaction type.
End-of-day processes
The close batch transaction must be started on the ECR regardless of where
receipts are printed (see page 43 in this guide). Cash transactions are not
included as part of the batch.
b.Select the debit/credit tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
d.Enter the transaction amount.
e.Send the transaction request.
2.Continue the transaction on your iCT250 terminal
General guidelines during a debit/credit or cash
transaction
Note: To cancel a transaction in progress, press the red
key on the terminal.
1.Before beginning a transaction, ensure that the WELCOME/BONJOUR screen
is displayed on the iCT250 terminal.
2.Determine the transaction to be processed (e.g., purchase or refund).
3.Start the transaction from your ECR, and send the transaction request.
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a.Wait for one of the following prompts to appear, and then enter the
required data on the terminal. (Refer to the Using Your Terminal: Moneris
iCT250 guide. If tip entry is enabled, follow the table of prompts on page 28.
If tip entry is disabled, follow the table of prompts on page 19):
•“ENTER CLERK ID”
•“ENTER INVOICE NO”
•“SWIPE CARD” or “SWIPE OR INSERT CARD” or “SWIPE/INSERT/TAP CARD”
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
19
Purchase with cash
Cash purchase of goods or services.
1.Start the transaction from your ECR
a.Select the purchase transaction type.
b.Select the cash tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
d.Enter the transaction amount.
e.Send the transaction request.
2.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
• If your terminal is configured to print receipts:
a.Wait for the terminal to print the merchant copy.
b.Press the green
key to print the cardholder copy.
2.Continue the transaction on the iCT250 terminal
a.If “SWIPE ADMIN CARD” appears, swipe your POS Admin card.
b.Wait for one of the following prompts to appear, and then enter the required
data on the terminal. (Refer to the Using Your Terminal: Moneris iCT250
guide, and follow the table of prompts on page 19):
•“ENTER CLERK ID”
•“ENTER INVOICE NO”
•“ENTER ORIGINAL AUTHORIZATION #”
•“SWIPE CARD” or “SWIPE OR INSERT CARD” or “SWIPE/INSERT/TAP CARD”
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
Refund with cash
Reverse a cash purchase of goods or services.
1.Start the transaction from your ECR
a.Select the refund transaction type.
Refund with debit/credit card
b.Select the cash tender type.
1.Start the transaction from your ECR
c.If required, enter the following data:
•clerk ID
•invoice number
a.Select the refund transaction type.
d.Enter the transaction amount.
b.Select the debit/credit tender type.
e.Send the transaction request.
c.If required, enter the following data:
•clerk ID
•invoice number (found on the original debit/credit purchase receipt)
•authorization number (found on the original debit/credit purchase receipt)
2.Process the transaction receipts
Credit a customer’s account
d.Enter the transaction amount.
Note: To refund a partially approved purchase, use the TOTAL PAID amount
on the Partial Approval receipt.
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
• If your terminal is configured to print receipts:
a.Wait for the merchant copy receipt to print from the terminal.
b.Press the green
key to print the cardholder copy receipt.
e.Send the transaction request.
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Void with debit/credit card
Void with cash
Void (correct) a debit/credit purchase or refund transaction.
•
•
Note: The void must be processed in the same batch as the original transaction.
1.Start the transaction from your ECR
To void (correct) a cash purchase transaction, do a cash refund. (see Refund
with cash on page 21 in this semi-integration guide).
To void (correct) a cash refund transaction, do a cash purchase. (see Purchase
with cash on page 20 in this semi-integration guide).
a.Select the purchase-void or the refund-void transaction type.
b.Select the debit/credit tender type.
c.If required, enter the following data (found on the original debit/credit
purchase or refund receipt):
•clerk ID
•invoice number
•authorization number
d.Enter the transaction amount.
Note: To void a partially approved purchase, use the TOTAL PAID amount on
the Partial Approval receipt.
e.Send the transaction request.
2.Continue the transaction on the iCT250 terminal
a.If “SWIPE ADMIN CARD” appears, swipe your POS Admin card.
b.Wait for one of the following prompts to appear, and then enter the
required data on the terminal. (Refer to the Using Your Terminal: Moneris
iCT250 guide, and follow the table of prompts on page 19):
Balance Inquiry on pre-paid credit cards
1.Start the transaction from your ECR
a.Select the balance inquiry transaction type.
b.Select the debit/credit tender type.
c.Send the transaction request.
2.Continue the transaction on your iCT250 terminal
a.If SWIPE ADMIN CARD appears, swipe the POS Admin card.
b.When SWIPE CARD or SWIPE OR INSERT CARD or SWIPE/INSERT/TAP CARD
appears, enter the pre-paid credit card on the terminal.
3.Process the transaction receipts
Note: The Balance Inquiry receipt always prints on the terminal, regardless
of your print configuration. Only the cardholder copy prints. Give the Balance
Inquiry receipt to the customer.
•“ENTER CLERK ID”
•“ENTER INVOICE NO”
•“ENTER ORIGINAL AUTHORIZATION #”
•“SWIPE CARD” or “SWIPE OR INSERT CARD”
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
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Pre-Authorization with credit card
Advice with credit card
Authorization if the final purchase amount is unknown (e.g. hotel or car rental).
Completes or cancels a credit pre-authorization.
1.Start the transaction from your ECR
Note: The advice (pre-authorization completion) transaction must be processed
through the same terminal as the original pre-authorization.
a.Select the pre-authorization transaction type.
b.Select the debit/credit tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
d.Enter the transaction amount.
e.Send the transaction request.
2.Continue the transaction on the iCT250 terminal
a.Wait for one of the following prompts to appear, and then enter the
required data on the terminal. (Refer to the Using Your Terminal: Moneris
iCT250 guide, and follow the table of prompts on page 19):
•“ENTER CLERK ID”
•“ENTER INVOICE NO”
•“SWIPE CARD” or “SWIPE OR INSERT CARD”
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
Note: When the final purchase amount is known, you must perform an
advice for the final amount using the same card number (see page 25).
1.Start the transaction from your ECR
a.Select the pre-authorization completion transaction type.
b.Select the debit/credit tender type.
c.Do one of the following:
•If Tip Reporting is enabled: Enter the pre-authorization amount excluding
the tip amount (if any) found on the original credit pre-auth receipt.
OR
If Tip Reporting is not enabled: Enter the sum of the pre-authorization
amount plus the tip amount (if any) found on the original credit pre-auth
receipt.
OR
To cancel the credit pre-authorization: Enter a $0.00 amount.
d.If required, enter the following data:
•clerk ID
•invoice number (found on the original credit pre-auth receipt)
•sequence number (found on the original credit pre-auth receipt)
e.Send the transaction request.
2.Continue the transaction on the iCT250 terminal
a.Wait for one of the following prompts to appear, and then enter the
required data on the terminal. (Refer to the Using Your Terminal: Moneris
iCT250 guide, and follow the table of prompts on page 22):
•“FIND ORIGINAL TRANSACTION?”
•“ENTER ORIGINAL SEQUENCE NUMBER”
•“1234567890123456 PRESS [OK]”
•“ENTER TIP AMOUNT $0.00”
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
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Force Post with credit card
Debit, credit, and cash receipts
Completes a voice-authorized purchase.
Depending on how you have configured your terminal, transaction receipts may
be printed from your ECR (see below) or from the terminal (see page 28).
1.Start the transaction from your ECR
a.Select the pre-authorization completion transaction type.
Notes:
b.Select the debit/credit tender type.
• Receipts for Balance Inquiry always print on the terminal, regardless of your
print configuration. Only the cardholder copy prints.
c.If required, enter the following data (recorded on the paper sales draft
imprint):
•clerk ID
•invoice number
•authorization number
• If a transaction begins with a partial approval, all of the receipts will print on
the terminal, including the receipts for any method of payment used to pay
the balance due. Both the cardholder and merchant copies will print.
If ECR is configured to print receipts: debit/credit and cash
d.Do one of the following:
•If Tip Reporting is enabled: Enter the voice-authorized purchase amount
excluding a tip amount (if any) recorded on the paper sales draft imprint.
OR
If Tip Reporting is not enabled: Enter the sum of the voice-authorized
purchase amount plus the tip amount (if any) recorded on the paper sales
draft imprint.
Once a debit/credit financial transaction has been sent to the Moneris host for
processing, an “APPROVED” response will be sent back from the Moneris host
to the terminal, which will send the message to your ECR. One or more receipts
may be printed from your ECR.
e.Send the transaction request.
Note: For debit/credit transactions, the message “APPROVED” will appear
on the iCT250 terminal display screen. For cash transactions, the terminal will
continue to display the WELCOME/BONJOUR screen.
2.Continue the transaction from your iCT250 terminal
a.Wait for one of the following prompts to appear, and then enter the
required data on the terminal. (Refer to the Using Your Terminal: Moneris
iCT250 guide, and follow the table of prompts on page 22):
•“FIND ORIGINAL TRANSACTION?”
•“ENTER TIP AMOUNT $0.00”
•“ENTER ORIGINAL AUTHORIZATION #”
•“ENTER CARD NUMBER”
Note: Cash transactions are not sent to the Moneris host for processing.
1.Obtain the transaction receipts from your ECR.
2.The terminal will return to the WELCOME/BONJOUR screen.
Reprinting receipts from the ECR
Refer to your ECR POS documentation.
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 27 in this semi-integration
guide.
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Once a debit/credit financial transaction has been sent to the Moneris host for
processing, the Moneris host will send back an “APPROVED” response to the
terminal, and then the terminal will print one or more transaction receipts.
Performing gift transactions
in Semi-Integrated mode
Note: Cash transactions are not sent to the Moneris host for processing; therefore,
the “APPROVED” response will not display while the terminal is printing cash
transaction receipts (only “MERCHANT COPY” and “GIVE CUST COPY” will display).
Gift transactions
If terminal is configured to print receipts: debit/credit and cash
Refer to the “Receipts” section in the Using Your Terminal: Moneris iCT250 guide
for more information about printing receipts.
Reprinting receipts from the terminal
When the iCT250 terminal is configured to print receipts, you may obtain a
reprint as follows:
Receipt
Tender type
For instructions,
see:
Refer to
procedure:
Merchant copy
debit/credit
Using Your
Reprint merchant
Terminal: Moneris
receipt
iCT250 guide
Merchant copy
cash
To reprint a merchant copy
cash receipt, see your ECR POS
documentation.
Cardholder copy
debit/credit
Using Your
Terminal: Moneris
iCT250 guide
Reprint last
customer receipt
or last report
Cardholder copy
cash
Using Your
Terminal: Moneris
iCT250 guide
Reprint last
customer receipt
or last report
Transaction
Initiate from:
For instructions, see:
Purchase
ECR
page 30 in this guide
Refund
ECR
page 31 in this guide
Void
ECR
page 32 in this guide
Activate/Load
iCT250 Terminal
Activating/Reloading a Gift card
in the Using Your Terminal for Gift
Card: Moneris iCT250 guide
Deactivate
iCT250 Terminal
Deactivating a Gift card in the
Using Your Terminal for Gift Card:
Moneris iCT250 guide
Card Inquiry
iCT250 Terminal
Looking up a Gift card balance (Card Inquiry) in the Using Your
Terminal for Gift Card: Moneris
iCT250 guide
Re-Initialization
iCT250 Terminal
Initializing the terminal in the
Using Your Terminal for Gift Card:
Moneris iCT250 guide
Gift transaction reports
All reports must be printed from the terminal regardless of where receipts are
printed. Refer to the “Reporting” section in the Using Your Terminal for Gift Card:
Moneris iCT250 guide.
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End-of-day processes for gift transactions
2.Continue the transaction on the iCT250 terminal
The close batch transaction must be started on the ECR regardless of where
receipts are printed. See page 43 in this guide.
a.When “SWIPE OR ENTER CARD” appears, enter the gift card data on the
terminal. (Continue in Processing a Gift card Purchase in the Using Your
Terminal for Gift Card: Moneris iCT250 guide. Begin at the step instructing
you to “Swipe the Gift card...”.)
General guidelines during a gift transaction
Note: To cancel a transaction in progress, press the red
key on the terminal.
1.Before beginning a transaction, ensure that the WELCOME/BONJOUR screen
is displayed on the iCT250 terminal.
2.Determine the transaction to be processed (e.g. purchase or refund).
3.Start the transaction from your ECR, and then send the transaction request.
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 33 in this semi-integration
guide.
Refund with gift card
Refund a gift card purchase transaction.
Note: The transaction types, tender types, and data fields on your ECR may
have different names than those used in this guide.
1.Start the transaction from your ECR
4.Continue the transaction on the terminal if prompted.
b.Select the gift tender type.
5.Process any transaction receipts that are printed.
6.If the Moneris Loyalty program is enabled on your terminal, you may be
prompted to enter a loyalty card (on the terminal).
Purchase with gift card
a.Select the refund transaction type.
c.Enter the reference number (found on the gift purchase receipt).
d.If required, enter the following data:
•clerk ID
•invoice number
e.Enter the transaction amount.
f.Send the transaction request.
Gift card purchase of goods or services.
2.Continue the transaction on the iCT250 terminal
1.Start the transaction from your ECR
a.When “SWIPE ADMIN CARD” appears, continue in Processing a Refund in the
Using Your Terminal for Gift Card: Moneris iCT250 guide. Begin at the step
instructing you to “Swipe your POS Admin card”.
a.Select the purchase transaction type.
b.Select the gift tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 33 in this semi-integration
guide.
d.Enter the transaction amount.
e.Send the transaction request.
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Void with gift card
Void (correct) a gift card transaction in an open batch.
1.Start the transaction from your ECR
a.Select the void transaction type.
b.Select the gift tender type.
c.Enter the reference number (found on the original gift receipt).
d.If required, enter the following data:
•clerk ID
e.Send the transaction request.
2.Continue the transaction on the iCT250 terminal
Reprinting gift card receipts from the terminal
Refer to the “Reprinting a receipt” section in the Using Your Terminal for Gift
Card: Moneris iCT250 guide for instructions.
If ECR is configured to print gift card receipts
Once a gift card transaction has been sent to the Moneris host for processing,
the Moneris host will send back an “APPROVED” response to the terminal, and
then the terminal will send the message to your ECR. One or more receipts may
be printed from your ECR.
1.Obtain the transaction receipts from your ECR.
Note: The message “Approved” will appear on the iCT250 terminal display
screen following the transaction.
a.When “SWIPE ADMIN CARD” appears, continue in Voiding a Gift Card
transaction in the Using Your Terminal for Gift Card: Moneris iCT250 guide.
Begin at the step instructing you to “Swipe your POS Admin card”.
2.The terminal will return to the WELCOME/BONJOUR screen once receipts
have been printed from your ECR.
3.Process transaction receipts
• If your ECR is configured to print receipts, see page 33 in this semi-integration
guide.
Refer to your ECR POS system documentation for instructions.
Reprinting gift card receipts from the ECR
Gift card receipts
Depending on how you have configured your terminal, transaction receipts may
be printed from the terminal (see below) or from your ECR (see page 33).
If terminal is configured to print gift card receipts
Once a gift card transaction has been sent to the Moneris host for processing,
the Moneris host will send back an “APPROVED” response to the terminal, and
then the terminal will print the transaction receipts.
Refer to the “Receipts” section in the Using Your Terminal for Gift Card: Moneris
iCT250 guide for more information.
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Performing loyalty transactions
in Semi-Integrated mode
Loyalty transactions
Transaction
Initiate from:
For instructions, see:
Card Inquiry
iCT250 Terminal
Looking up a Loyalty card
balance (Card Inquiry) in the
Using Your Terminal for
Loyalty: Moneris iCT250
guide
Re-Initialization
iCT250 Terminal
Initializing the terminal
in Using Your Terminal for
Loyalty: Moneris iCT250
guide
Transaction
Initiate from:
For instructions, see:
Purchase
ECR
page 36 in this guide
Refund
ECR
page 37 in this guide
Void
ECR
page 38 in this guide
Pre-Authorization
ECR
page 39 in this guide
Advice (Pre-Auth Completion)
ECR
page 39 in this guide
Redemption (automatic)
ECR
page 39 in this guide
Redemption of points
(manual)
ECR
page 40 in this guide
The close batch transaction must be started on the ECR regardless of where
receipts are printed. See page 43 in this guide.
Redemption of dollars
(manual)
ECR
page 41 in this guide
General guidelines during a loyalty transaction
Activate/Load
iCT250 Terminal
Activating a Loyalty card
in the Using Your Terminal
for Loyalty: Moneris iCT250
guide
Deactivate
iCT250 Terminal
Loyalty transaction reports
All reports must be printed from the terminal regardless of where receipts are
printed. Refer to the “Reporting” section in the Using Your Terminal for Loyalty:
Moneris iCT250 guide.
End-of-day processes for loyalty transactions
Note: To cancel a transaction in progress, press the red
Deactivating a Loyalty card
in the Using Your Terminal
for Loyalty: Moneris iCT250
guide
key on the terminal.
1.Before beginning a transaction, ensure that the WELCOME/BONJOUR screen
is displayed on the iCT250 terminal.
2.Determine the transaction to be processed (e.g. Purchase or Refund).
3.Start the transaction from your ECR, and then send the transaction request.
Note: The transaction types, tender types, and data fields on your ECR may
have different names than those used in this guide.
4.Continue the transaction on the terminal if prompted.
5.Process any transaction receipts that are printed.
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Awarding points for a debit/credit card Purchase
Follow the steps below to award points to a loyalty card when the cardholder
makes a debit/credit card purchase.
1.Follow the Purchase with debit/credit card steps on page 19 in this
semi-integration guide.
2.If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the loyalty transaction has been completed.
Awarding points for a cash Purchase
Follow the steps below to award points to a loyalty card when the cardholder
makes a cash purchase.
1.Follow the Purchase with cash steps on page 20 in this semi-integration guide.
2.Start the loyalty transaction from your ECR
a.Select the purchase transaction type.
b.Select the loyalty tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
Processing a loyalty Refund on a debit/credit
card Refund
Follow the steps below to remove points from a loyalty card when the
cardholder receives a debit/credit refund on a transaction that awarded points.
1.Follow the Refund with debit/credit card steps on page 20 in this semi-integration
guide.
2.If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the loyalty transaction has been completed.
Removing loyalty points on a cash Refund
Follow the steps below to remove points from a loyalty card when the cardholder
receives a cash Refund on a Purchase transaction that awarded points.
1.Follow the Refund with cash steps on page 21 in this semi-integration guide.
2.Start the loyalty transaction from your ECR
a.Select the refund transaction type.
b.Select the loyalty tender type.
c.Enter the reference number (found on the original loyalty receipt).
d.Enter the transaction amount.
d.If required, enter the following data:
•clerk ID
•invoice number
e.Send the transaction request.
e.Enter the loyalty transaction amount.
3.Continue the transaction on the iCT250 terminal
f.Send the transaction request.
a.When “SWIPE OR ENTER CARD” appears, enter the loyalty card data on the
terminal. (Continue in the Awarding points for a cash Purchase procedure
specific to your loyalty program in the Using Your Terminal for Loyalty: Moneris
iCT250 guide. Begin at the step instructing you to “Swipe the Loyalty card”.)
3.Continue the transaction on the iCT250 terminal
4.Process the transaction receipts:
• If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the transaction has been completed.
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a.When “SWIPE ADMIN CARD” appears, continue in Processing a cash Refund
procedure specific to your loyalty program in the Using Your Terminal for
Loyalty: Moneris iCT250 guide. Begin at the step instructing you to “Swipe
your POS Admin card”.
4.Process the transaction receipts
• If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the transaction has been completed.
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Voiding a loyalty transaction
Allocating points for a Pre-Authorization
Follow the steps below to void (correct) a loyalty card transaction in the open batch.
Follow the steps below to allocate points to a loyalty card when a credit card
pre-authorization is performed for the cardholder.
Important: A void must be performed in the same batch and for the same
amount as the original transaction. To reverse a loyalty card purchase transaction
in a closed batch or for a partial amount, you must process a loyalty refund.
1.Start the transaction from your ECR
a.Select the void transaction type.
b.Select the loyalty tender type.
c.Enter the reference number (found on the original loyalty receipt).
d.If required, enter the following data:
• clerk ID
• invoice number
e.Send the transaction request.
2.Continue the transaction on the iCT250 terminal
a.When “SWIPE ADMIN CARD” appears, continue in the Voiding a Loyalty
transaction procedure specific to your program in the Using Your Terminal
for Loyalty: Moneris iCT250 guide. Begin at the step instructing you to
“Swipe your POS Admin card”.
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the transaction has been completed.
Important: Points are not awarded to the card until the loyalty advice (pre-authorization completion) is processed (see below).
1.Follow the Pre-Authorization with credit card steps on page 24 in this
semi-integration guide.
2.If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the loyalty transaction has been completed.
Awarding points during an Advice
(Pre-Authorization Completion)
Follow the steps below to award points that were allocated to a loyalty card during
the pre-authorization.
Important: You must process this loyalty advice in order to award the points
allocated during the loyalty pre-authorization.
1.Follow the Advice with credit card steps on page 25 in this semi-integration
guide.
2.If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the loyalty transaction has been completed.
Redeeming points automatically
If your loyalty program has been set up for Automatic Redemption, a reward
coupon is printed from the terminal or your ECR (depending on your configuration)
and points are automatically redeemed when a cardholder reaches the configured
Reward Threshold Level. For more details about Automatic Redemption, refer to
the Using the Terminal for Loyalty: Moneris iCT250 guide.
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Redeeming points manually
Redeeming dollars manually
If your loyalty program has been set up for Manual Redemption, follow the
steps below to manually redeem points at the cardholder’s request.
If your loyalty program has been set up for Manual Redemption, follow the steps
below to manually redeem dollars at the cardholder’s request.
1.Start the transaction from your ECR
1.Start the transaction from your ECR
a.Select the redemption transaction type.
a.Select the redemption transaction type.
b.Select the loyalty tender type.
b.Select the loyalty tender type.
c.If required, enter the following data:
•clerk ID
•invoice number
c.If required, enter the following data:
•clerk ID
•invoice number
d.Send the transaction request.
d.Enter the transaction amount.
2.Continue the transaction on the iCT250 terminal
e.Send the transaction request.
a.When “SWIPE OR ENTER CARD” appears, enter the loyalty card data on the
terminal. (Continue in the Redeeming points manually procedure specific to
your loyalty program in the Using Your Terminal for Loyalty: Moneris iCT250
guide. Begin at the step instructing you to “Swipe the Loyalty card...”.)
2.Continue the transaction on the iCT250 terminal
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the transaction has been completed.
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a.When “SWIPE OR ENTER CARD” appears, enter the loyalty card data on the
terminal. (Continue in the Redeeming dollars manually procedure specific to
your loyalty program in the Using Your Terminal for Loyalty: Moneris iCT250
guide. Begin at the step instructing you to “Swipe the Loyalty card...”.)
3.Process the transaction receipts
• If your ECR is configured to print receipts, see page 42 in this semi-integration
guide once the transaction has been completed.
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Loyalty card receipts
Depending on how you have configured your terminal, transaction receipts may
be printed from the terminal or from your ECR.
End-of-day process
in Semi-Integrated mode
If terminal is configured to print loyalty card receipts
Once a loyalty card transaction has been sent to the Moneris host for
processing, the Moneris host will send back an “APPROVED” response to the
terminal, and then the terminal will print the transaction receipts.
Refer to the “Receipts” section in the Using Your Terminal for Loyalty: Moneris
iCT250 guide for more information.
Reprinting loyalty card receipts from the terminal
Refer to the “Reprinting a receipt” section in the Using Your Terminal for Loyalty:
Moneris iCT250 guide for instructions.
If ECR is configured to print loyalty card receipts
Once a loyalty card transaction has been sent to the Moneris host for
processing, the Moneris host will send back an “APPROVED” response to the
terminal, and then the terminal will send the message to your ECR. One or more
receipts may be printed from your ECR.
1.Obtain the transaction receipts from your ECR.
Note: The message “Approved” will appear on the iCT250 terminal display
screen following the transaction.
2.The terminal will return to the WELCOME/BONJOUR screen once receipts
have been printed from your ECR.
Your batch must be closed daily in order to have funds from your POS
transaction deposited to your business account. The means by which your batch
is closed depends on how your merchant account is configured:
• If your merchant account is configured for Merchant Close, see Merchant
close below.
• If your merchant account is configured for System Close, see System close
on page 48 in this guide.
Merchant close
You must process a Batch Close transaction in order to have the funds from your
POS transactions deposited to your business account.
If you process debit/credit and gift/loyalty transactions, you may close your
batches individually or together. Here’s how:
• To close only the debit/credit batch, see Merchant close: closing the debit/
credit batch on page 44 in this guide.
• To close only the gift/loyalty batch, see Merchant close: closing the gift/
loyalty batch on page 45 in this guide.
• To close both the debit/credit batch and the gift/loyalty batch together, see
Merchant close: closing all the batches together on page 47 in this guide.
Reprinting loyalty card receipts from the ECR
Refer to your ECR POS system documentation for instructions.
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Merchant close: closing the debit/credit batch
a.When the terminal starts to print the Batch Totals report and
communicates with the Moneris host, go to step b.
Step 1: Print a debit/credit Stored Transactions Report
b.When the terminal finishes printing the Batch Totals report, wait for the
terminal to return to the WELCOME/BONJOUR screen.
Note: Cash transactions do not appear on reports.
1.Start the transaction on the iCT250 terminal:
a.Press the
Step 3: Confirmation
key, select REPORTS, and then select TRANS LIST.
b.When “SWIPE ADMIN CARD” displays on the terminal, swipe your POS
Admin card, or press the green
key to continue.
c.If “ENTER CLERK ID” displays on the terminal, key in a Clerk ID, and press the
green
key to print totals for that Clerk ID.
OR simply press the green
key to print totals for all Clerk IDs.
d.When “PRINT DATE OR BATCH?” displays on the terminal, press the
(BATCH) to print the report by Batch.
e.Press the green
key
key to print the report for the current batch.
f.When “PRINT TOTALS ONLY?” displays on the terminal, press the
key (YES)
to print only the terminal batch totals (including the Cashback total).
g.Wait while the terminal prints the report and then returns to the
WELCOME/BONJOUR screen.
Step 2: Process a debit/credit Close Batch transaction
1.Start the transaction from your ECR:
a.Select the close batch transaction type.
b.Select the debit/credit close batch type.
• If required, enter clerk ID data.
c.Send the transaction request.
2.Continue the transaction on the iCT250 terminal:
• If “ENTER CLERK ID” appears, key in your Clerk ID, and press the green
key.
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Confirm that the totals on the Stored Transactions report (printed in step 1)
match the totals on the Batch Totals report (printed in step 2). If they do not
match, call Moneris Customer Care toll-free at 1-866-319-7450 the next
business day, for reconciliation assistance.
Merchant close: closing the gift/loyalty batch
Step 1: Print a gift/loyalty Stored Transactions Report
1.Start the transaction on the iCT250 terminal:
a.Press the
key, select ERNEX, select REPORT FUNCS, and then select
TRANS LIST.
b.When “SWIPE ADMIN CARD” displays on the terminal, swipe your POS
key to continue.
Admin card, or press the green
c.If “ENTER CLERK ID” displays on the terminal, key in a Clerk ID, and press the
green
key to print totals for that Clerk ID.
OR simply press the green
key to print totals for all Clerk IDs.
d.When “PRINT DATE OR BATCH?” displays on the terminal, press the
(BATCH) to print the report by Batch.
e.Press the green
key
key to print the report for the current batch.
f.When “PRINT TOTALS ONLY?” displays on the terminal, press the
(YES) to print only the gift/loyalty terminal batch totals.
key
g.Wait while the terminal prints the report and then returns to the
WELCOME/BONJOUR screen.
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Step 2: Process a gift/loyalty Close Batch transaction
Merchant close: closing all the batches together
1.Start the transaction from your ECR:
a.Select the close batch transaction type.
Step 1: Print a debit/credit Stored Transactions Report
• See Print a debit/credit Stored Transactions Report on page 44 in this guide.
b.Select the gift/loyalty close batch type.
•If required, enter clerk ID data.
Step 2: Print a gift/loyalty Stored Transactions Report
• See Print a gift/loyalty Stored Transactions Report on page 45 in this guide.
c.Send the transaction request.
Step 3: Process a Close Batch (debit/credit and gift/loyalty) from your ECR
2.Continue the transaction on the iCT250 terminal:
• If “ENTER CLERK ID” appears, key in your Clerk ID, and press the green
key.
1.Start the transaction from your ECR:
a.When the terminal starts to print the Batch Totals report and
communicates with the Moneris host, go to step b.
b.When the terminal finishes printing the Batch Totals report, wait for the
terminal to return to the WELCOME/BONJOUR screen.
Step 3: Confirmation
Confirm that the totals on the gift/loyalty Stored Transactions report (printed in
step 1) match the totals on the gift/loyalty Batch Totals report (printed in step 2).
If they do not match, call Moneris Customer Care toll-free at 1-866-319-7450
the next business day, for reconciliation assistance.
a.Select the close batch transaction type.
b.Select the debit/credit-and-gift/loyalty close batch type.
•If required, enter Clerk ID data.
c.Send the transaction request.
2.Continue the transaction on the iCT250 terminal:
• If “ENTER CLERK ID” appears, key in your Clerk ID, and press the green
key.
a.When the terminal starts to print the debit/credit report and communicates
with the Moneris host, go to step b.
• When the terminal finishes printing the debit/credit Batch Totals report,
it will then print the gift/loyalty Batch Totals report.
b.Wait for the terminal to return to the WELCOME/BONJOUR screen.
Step 4: Confirmation
1.Confirm that the totals on the debit/credit Stored Transactions report
(printed in step 1) match the totals on the debit/credit Batch Totals report
(printed in step 3). If they do not match, call Moneris Customer Care toll-free
at 1-866-319-7450 the next business day, for reconciliation assistance.
2.Confirm that the totals on the gift/loyalty Stored Transactions report (printed
in step 2) match the totals on the gift/loyalty Batch Totals report (printed in
step 3). If they do not match, call Moneris Customer Care toll-free at
1-866-319-7450 the next business day, for reconciliation assistance.
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System close
If your merchant account is set up for System Close settlement, Moneris
automatically closes your batch for you at the end of each day. You must verify
transaction totals on a daily basis.
Note: The gift/loyalty batch cannot be closed via System Close. You must still
close this batch manually before 11:00 p.m. local time (see page 45 in this guide).
Step 1: Print a debit/credit Stored Transactions Report
• See Print a debit/credit Stored Transactions Report on page 44 in this guide.
Step 2: Print a debit/credit Merchant Subtotals Report
Note: The Merchant Subtotals report must be printed before 11:00 p.m. local
time.
• Refer to the “Reports” section of the Using Your Terminal: Moneris iCT250
guide.
Step 3: Confirmation
Troubleshooting
in Semi-Integrated mode
If an error message appears, first press the green
key or the red
key to
clear the message then retry the transaction. If the error message reappears and
is listed in the table below, follow the instructions in the table. If the problem is
still not resolved, contact Moneris Customer Care toll-free at 1-866-319-7450.
Error messages
Error message
CHECK ECR
CONNECTION
PRESS [OK]
Confirm that the totals on the debit/credit Stored Transactions report (printed
in step 1) match the totals on the debit/credit Merchant Subtotals report
(printed in step 2). If they do not match, call Moneris Customer Care toll-free at
1-866-319-7450, within 30 days for reconciliation assistance.
Solution
The terminal could not communicate with your
ECR to transmit the Moneris host transaction
response because the terminal-to-ECR connection
is broken.
1.Press the green
key.
2.When “RESPONSE WAS NOT SENT TO ECR PRESS
key.
[OK]” appears, press the green
3.Reconnect the terminal-to-ECR cable. (If the
terminal is connected to your ECR via an Ethernet
network, ensure that your Ethernet is functioning
correctly.)
ECR PRINTING
FAILED
The ECR was unable to print the transaction
receipts in the allotted time. Do one of the
following:
RETRY CONTINUE • To retry printing the receipts from the ECR, press
the
key (RETRY).
• To print the receipts from the terminal, press the
key (CONTINUE).
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Need help?
Equipment issues
Problem
Your ECR is down, but
you still want to process
transactions.
Solution
Enable Standalone mode on the terminal.
1.Press the
key.
2.When “SWITCH TO STANDALONE MODE?”
appears, press the
key (YES).
3.When the “ENTER AMOUNT” screen displays on
the terminal, it means that it is ready to process
transactions as a standalone device.
4.Once your ECR is functioning again, re-enable
Semi-Integrated mode on the terminal (see
solution below).
You need to re-enable
Semi-Integrated mode on the terminal.
Follow these steps to re-enable Semi-Integrated
mode on your terminal:
1.Press the
key.
2.When “SWITCH TO SEMI-INTGR MODE?” appears,
press the
key (YES).
3.When the WELCOME/BONJOUR screen displays
on the terminal, it means that it is ready to
send/receive data from your ECR and process
transactions as a semi-integrated device.
• Visit moneris.com/support to:
•download additional copies of the Setting up Your Terminal and Using Your
Terminal guides
•consult the Moneris iCT250 WebHelp for detailed information on all of the
options available on your terminal and how to enable them
• If you need help with the steps that are performed on the ECR, consult the
documentation that was provided with your ECR
Contact us
• Call Moneris Customer Care toll-free at 1-866-319-7450 (24/7)
• S
end us a secure message 24/7 by logging in to Merchant Direct® at
moneris.com/mymerchantdirect
Other resources
• Visit shopmoneris.com to purchase point-of-sale supplies and receipt paper
• Visit moneris.com/insights for business advice, payment news & trends,
customer success stories, and quarterly reports & insights
Standalone mode is enabled on your terminal. If
“ENTER AMOUNT”
displays on the terminal’s you wish to re-enable Semi-Integrated mode on
the terminal and resume initiating transactions
READY screen.
from your ECR, see the solution above.
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Notes
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® MONERIS and MERCHANT DIRECT are registered trade-marks of Moneris Solutions Corporation.
TM MONERIS BE PAYMENT READY & Design is a trade-mark of Moneris Solutions Corporation. All other marks or registered
trade-marks are the property of their respective owners.
© 2015 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2.
All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including
photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation (“Moneris”).
This guide is for informational purposes only. Neither 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, your Moneris Discover Merchant Agreement, your Moneris UnionPay
International Merchant Agreement and/or your INTERAC Merchant and Terminal Agreement (collectively, the “Merchant
Agreements”), as applicable with Moneris. Your Gift card processing is governed by your Moneris Gift Program Agreement
with Moneris. Your Loyalty card processing is governed by your Moneris Loyalty Program Agreement with Moneris. It is the
merchant’s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant
manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is
available for free download at moneris.com/manuals.
Moneris® iCT250
iCT250-SI-UYT-E (12/15)
(12/15)
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