null  User manual
e-Select Plus®
Merchant Resource Center
User Manual
v1.0.0 (Canada)
About This Documentation
Documentation Date: March 02, 2016
Created by: Moneris Product Documentation
®MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design and E-SELECT PLUS are registered trade-marks of Moneris
Solutions Corporation. All other marks or registered trade-marks are the property of their respective owners.
© 2016 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.
This manual is for informational purposes only. Neither Moneris Solutions Corporation (“Moneris”) nor any of its affiliates
shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the
information contained in this manual. Neither Moneris or any of its affiliates nor any of our or their respective licensors,
licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of
the information, content and materials contained in this manual in terms of their correctness, accuracy, reliability or
otherwise.
Your Gift card processing is governed by your Moneris Gift Program Agreement with Moneris. Your Loyalty card
processing is governed by your Moneris Loyalty Program Agreement with Moneris.
Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA
Merchant Agreement, your Moneris MasterCard Merchant Agreement, your Moneris Discover Merchant Agreement
and/or your Moneris INTERAC Merchant and Terminal Agreement (collectively the “Merchant Agreements”), as applicable
with Moneris. It is the merchant’s responsibility to ensure that proper card processing procedures are followed at all
times. Please refer to your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details.
The Moneris Merchant Operating Manual is available for free download at moneris.com/manuals.
Terms of Use
Contents
1
2
3
GETTING STARTED ..................................................................................................................... 1
1.1
Introduction
1
1.2
What's New
1
1.3
How to Begin
1.3.1
Administrators versus Regular Users
1.3.2
Steps for Administrators
1.3.3
Steps for Regular Users
1
1
2
2
1.4
System Requirements
3
1.5
Activating Your Store
4
MERCHANT RESOURCE CENTER BASICS ................................................................................ 6
2.1
Logging In
6
2.2
Logging Out
8
2.3
Forgot Your Login Password?
8
2.4
Menu Bars
2.4.1
Main Menu Bar
2.4.2
Sub-Menu Bar
2.4.3
Switching between Canadian and US Login Pages
10
10
10
11
2.5
Default Page
11
2.6
Language Preference for Session
12
2.7
Accessing Screen Help
12
2.8
About Search Fields
12
2.9
Transaction Guidelines
13
FEATURES ................................................................................................................................. 14
3.1
Standard Components
14
3.2
Optional Components
14
iii
Contents
4
5
6
iv
CARD-PRESENT ........................................................................................................................ 15
4.1
Card Programs
4.1.1
Card Entry at the POS
15
15
4.2
Magnetic Stripe Cards
4.2.1
Transactions with Stripe: Basic Steps
4.2.2
Swiping a Card
16
16
17
4.3
Chip Cards
4.3.1
Chip Card Customization
4.3.2
Transactions with Chip: Basic Steps
4.3.3
Inserting a Chip Card
18
18
18
19
4.4
Contactless Cards
4.4.1
Contactless Transactions
4.4.2
How to do a Contactless Transaction
4.4.3
Tapping a Card
4.4.4
Maximum Contactless Dollar Value (CVD)
20
20
20
21
21
HARDWARE: MONERIS 7800 PINPAD.................................................................................. 22
5.1
The 7800 PINpad Keypad
22
5.2
7800 PINpad Cables
23
5.3
Setting Up the 7800 PINpad: Basic Steps
5.3.1
7800 USB Driver: Downloading/Installing
5.3.2
Connecting the 7800 PINpad to a Computer
5.3.3
Enabling PINpad Application
5.3.4
PINpad Application Configuration
5.3.5
7800 PINpad Initialization
5.3.6
Selecting Moneris as a Trusted Source
5.3.7
Finding the Com Port Number
24
25
26
28
28
31
33
33
HARDWARE: MONERIS IPP320 PINPAD .............................................................................. 34
6.1
iPP320 PINpad Keypad
34
6.2
Setting Up the iPP320 PINpad: Using USB Connection
35
6.3
Setting Up the iPP320 PINpad: Using Serial Connection
35
6.4
Connecting the iPP320 PINpad to a Computer: Serial Connection
36
6.5
iPP320 PINpad USB Driver: Downloading/Installing
37
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8
9
6.6
Connecting an iPP320 PINpad to a Computer: USB Connection
38
6.7
Configuring the iPP320 PINpad
39
6.8
Initializing the iPP320 PINpad
41
VIRTUAL TERMINAL ................................................................................................................ 42
7.1
Debit/Credit Transactions
7.1.1
Card Verification
7.1.2
Purchase with Debit/Credit Card
7.1.3
Group Purchase with Debit/Credit Card
7.1.4
Void with Debit/Credit Card
7.1.5
Refund with Debit/Credit Card
7.1.6
Independent Refund with Debit/Credit Card
7.1.7
Pre-Authorization with Debit/Credit Card
7.1.8
Re-Authorization with Debit/Credit Card
7.1.9
Capture with Debit/Credit Card
7.1.10 Voice Authorization with Debit/Credit Card
42
43
44
47
48
50
52
54
57
58
59
7.2
Cash Transactions
7.2.1
Purchase with Cash
7.2.2
Refund with Cash
61
61
62
7.3
Hardware Transactions
7.3.1
Chip MC Report
7.3.2
Chip Initialization
63
63
63
POST-TRANSACTION TASKS .................................................................................................. 64
8.1
Receipt Processing
8.1.1
Printing a Receipt
8.1.2
E-mailing a Receipt
64
65
66
8.2
Action Items and Follow-Ons
8.2.1
Associated Transactions
67
68
OPTIONAL PROCEDURES ....................................................................................................... 69
9.1
Entering Level 2/3 Details
71
9.2
Adding Order Details
74
9.3
Adding Customer Details
76
9.4
When a Balance or Fee is Due
77
v
Contents
10
vi
9.5
ECI Selection
77
9.6
Exporting Transactions to a File
78
9.7
Selecting a Payment Method
9.7.1
Card Entry Options: Credit
9.7.2
Card Entry Options: Debit
9.7.3
Card Entry Options: Vault Profile
9.7.4
Card Entry Options: Gift
9.7.5
Card Entry Options: Loyalty
79
79
80
80
80
81
9.8
Payment Details Fields
9.8.1
Entering Payment Details: Order ID / Customer ID
9.8.2
Entering Payment Details: Credit Cards
9.8.3
Entering Payment Details: Debit Cards
9.8.4
Entering Payment Details: Vault Profiles
9.8.5
Entering Address Verification Details
9.8.6
Entering Recurring Transaction Details
9.8.7
Entering Payment Details: Cash
81
82
82
84
84
86
87
88
9.9
Order History
89
9.10
Cardholder Prompts on the PINpad
9.10.1 Selecting a Prompt Language
9.10.2 Selecting an Application
9.10.3 Entering a Tip: Percentage or Dollars
9.10.4 Entering a Tip: Dollar Amount
9.10.5 Selecting an Account
9.10.6 Entering a PIN
9.10.7 Using the PINpad when a Card Malfunctions
91
92
92
93
94
94
95
95
9.11
Selecting Search Criteria for Reports
96
9.11.1 Search Criteria for Batches Report
96
9.11.2 Search Criteria for Reports
98
9.11.3 Search Criteria for Managing Recurring Transactions Report 101
9.11.4 Search Criteria for Reports: Managed Account Updater
103
GIFT/LOYALTY PROGRAMS .................................................................................................. 105
10.1
Split-Tender Prompting
105
10.2
Gift Transactions
10.2.1 Using Gift Cards
10.2.2 Purchase with Gift Card
10.2.3 Void with Gift Card
106
107
108
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Contents
10.2.4
10.2.5
11
12
Refund with Gift Card
Independent Refund with Gift Card
110
112
10.3
Loyalty Transactions
10.3.1 Using Loyalty Cards
10.3.2 About Redemptions
10.3.3 Using Loyalty Coupons
10.3.4 Manual Redemption with Loyalty Card
10.3.5 Purchase with Loyalty Card
10.3.6 Void with Loyalty Card
10.3.7 Refund with Loyalty Card
10.3.8 Independent Refund with Loyalty Card
10.3.9 Authorization with Loyalty Card
10.3.10 Capture with Loyalty Card
113
114
115
115
116
118
119
120
122
123
125
10.4
Administrative Gift/Loyalty Transactions
10.4.1 Balance Inquiry with Gift/Loyalty Card
10.4.2 Activating a Gift/Loyalty Card
10.4.3 Deactivating a Gift/Loyalty Card
10.4.4 Coupon Validation
126
126
127
129
130
RECURRING BILLING ............................................................................................................. 132
11.1
Registering a Recurring Transaction
132
11.2
Recurring Transactions Report
133
11.3
Manage Recurring Transactions
134
11.3.1 Getting Expiring Cards for Recurring Transactions
134
11.3.2 Terminating a Recurring Transaction
135
11.3.3 Updating Card Data for Recurring Transaction
136
11.3.4 Updating Address Verification Data for Recurring Transaction
137
11.3.5 Updating Customer Details for Recurring Transaction
137
11.3.6 Updating Recurring Transaction Details
138
THE VAULT ............................................................................................................................. 140
12.1
Registering a Vault Profile
140
12.2
Hosted Vault Configuration
142
12.3
Managing Vault Profiles
12.3.1 Updating Card Data of Vault Profile
12.3.2 Updating Address Verification Data of Vault Profile
142
144
145
vii
Contents
12.3.3
12.3.4
12.4
13
viii
Updating Customer Details of Vault Profile
Deleting a Vault Profile
Vault Report
145
146
146
REPORTS ................................................................................................................................. 148
13.1
Transactions Report: Debit/Credit
149
13.2
Batches Report
150
13.3
Transactions Report: Gift /Loyalty
151
13.4
Group Transactions Report
151
13.5
Managed Account Updater Report
152
14
END-OF-DAY PROCEDURE ................................................................................................... 153
15
ADMINISTRATIVE FUNCTIONS............................................................................................ 154
15.1
Adding a User
155
15.2
Audit Logs
15.2.1 Administrative Changes Log
15.2.2 Access Violations Log
15.2.3 Login History (of the Merchant Resource Center)
15.2.4 User Changes Log
156
156
157
158
159
15.3
IP Access
160
15.4
Modifying Users
15.4.1 Changing a User's Login Password
15.4.2 Permissions
15.4.3 Deactivating a User
161
161
163
172
15.5
Notification
173
15.6
Store Settings
15.6.1 API Token
15.6.2 Auto-Logout Period
15.6.3 Batch Close Time
15.6.4 Cash Settings
15.6.5 Receipt Details
15.6.6 Tip Settings
15.6.7 Asynchronous Transaction Response
15.6.8 Managed Account Updater Settings
174
174
175
176
177
178
180
181
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17
15.7
Multi-Store Login
183
15.7.1 Linking Master and Child Stores: Multi-Store Login
184
15.7.2 Switching from One Store to Another Store: Multi-Store Login
185
15.7.3 Removing a Store from the Group: Multi-Store Login
186
15.8
Web Integration Options
15.8.1 DirectPost Configuration
15.8.2 Hosted PayPage Configuration
15.8.3 Hosted Tokenization
187
187
187
188
MANAGING YOUR ACCOUNT ............................................................................................. 190
16.1
Account Information
16.1.1 Changing Your Login Password
16.1.2 Security Pass-Phrase
190
190
191
16.2
Account Settings
16.2.1 Default Electronic Commerce Indicator (ECI)
16.2.2 Export-to-File Fields
16.2.3 Default Language
16.2.4 External Device's Communications Port
16.2.5 Default Transaction Method
16.2.6 Transaction Summary Fields
192
192
193
194
194
195
196
16.3
Login History: Your Account
197
MANAGED ACCOUNT UPDATER SERVICE ......................................................................... 198
17.1
How does it work?
198
18
LEVEL 2/3 REPORTING .......................................................................................................... 199
19
E-FRAUD PROTECTION ......................................................................................................... 200
19.1
20
Address Verification Service (AVS)
201
APPENDIX ............................................................................................................................... 202
20.1
Using the Test Environment
20.1.1 Test Card Numbers
202
203
20.2
Assistance and Resources
204
ix
Contents
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e-Select Plus Merchant Resource Center USER GUIDE (Canada)
1
Getting Started
1.1
Introduction
e-Select Plus™ is a Web-based point-of-sale (POS) solution that enables you to process
financial transactions securely in real time and/or a batch environment.
By using the standard functionality of the virtual interface, the Merchant Resource
Center, you can also monitor transactions, pull reports, and reconcile batches.
By subscribing to optional e-Select Plus features, you also get access to additional
Merchant Resource Center functionality that allows you to process card-present
transactions, gift transactions, and set up and manage recurring transactions.
Note: It is important that all Merchants and Service Providers that store, process, or
transmit cardholder data must comply with PCI DSS and the Card Association
Compliance Programs. For your PCI Compliance, please ensure to review the
Guide to Implementing e-Select Plus in a PA-DSS version 2.0 and PCI-DSS v2.0
Compliant Environment for your deployment. You may obtain this guide by
visiting https://developer.moneris.com.

1.2
For a listing of available features, refer to the "Features" section.
What's New

Contactless transactions (Refer to "Contactless Transactions.")

iPP320 PINpad (Refer to "Hardware: Moneris iPP320 PINpad.")
1.3
How to Begin
Before financial transactions can be processed on the Merchant Resource Center, there
are several steps that you need to follow, particularly if you intend to function as a store
administrator.
1.3.1
Administrators versus Regular Users
Administrators have special responsibilities and access to functions that regular users
should not have. As an administrator, you would normally perform duties such as
manage other users' accounts, add and delete users, configure aspects of the Merchant
Resource center interface, and monitor usage activity.

If you intend to function as an administrator, refer to "Steps for Administrators."
1
1
Getting Started

If you intend to function as a regular user, refer to "Steps for Regular Users."
1.3.2
Steps for Administrators
1. Contact Moneris to create your account and enable your store.
2. Activate your store. (Refer to "Activating Your Store.")
3. Ensure that you have all the system requirements. (Refer to "System
Requirements.")
4. Learn more about the available features. (Refer to the "Features" section.)

To use Merchant Resource Center functionality in a Test environment, refer to
the "Using the Test Environment."
5. Log into the Merchant Resource Center. (Refer to the "Logging In" procedure.)
6. Configure the Administrative settings for your store. (Refer to the
"Administrative Functions" section.)
Important!
As a security precaution, Moneris recommends that you first
configure the Auto-Logout setting so that users are logged out after a specified
period of inactivity.
* Refer to the "Auto-Logout Period" procedure.

To process transactions on a Moneris 7800 PINpad, connect/configure the
supplemental hardware. (Refer to the "Setting Up the 7800 PINpad: Basic
Steps" procedure.)
7. Create users, and assign permissions as necessary. (Refer to the "Adding a User"
procedure.)
1.3.3
1.
Steps for Regular Users
Obtain Login credentials from your administrator.
2. Learn more about the available features. (Refer to the "Features" section.)
3. Log into the Merchant Resource Center.
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1.4
Getting Started
System Requirements
To access the Merchant Resource Center, you will require the following:

Personal Computer

Broadband (DSL or Cable) Internet access
Note: You are responsible for Internet access fees and any costs incurred for
the installation, cabling, and any other fees associated with the
provision of Internet services.

Login credentials

Web browser that supports 128-bit encryption

For transactions on external PINpad:



Moneris 7800 PINpad (Refer to "Hardware: Moneris 7800 PINpad.")

Java Platform installed on personal computer (Free download available from
www.java.com.)
For transactions on iPP320 PINpad:

iPP320 PINpad (Refer to "Hardware: Moneris iPP320 PINpad.)

Java Platform installed on personal computer (Free download available from
www.java.com.)
For transactions on magnetic stripe reader (MSR) device:

Separate MSR device (Refer to the device manufacturer for installation
instructions.)
3
1
Getting Started
1.5
Activating Your Store
To activate your store, you will need to refer to the Activation letter that you received
from Moneris.
In the letter you will find the Merchant ID and Store ID that you will use to fill in the
fields online. Once you key in your merchant information, you will be prompted to
create your temporary Login password for your store.
To activate your store:
1. Go to this address: https://www3.moneris.com/mpg/activate/.
2. Fill in the following fields:


Merchant ID: Your eSelect plus Account Number is a 13-digit number
provided to you in the e-mail that you received from Moneris to confirm your
order.
Store ID: This is a 10 digit alphanumeric string beginning with "mon".
3. Click the Next button.
A page appears listing user ID and password fields.
4. Fill in the following user ID fields:





First Name: Your first name.
Last Name: Your last name.
eSelect Plus User Name: This is the ID under which you will log in and process
transactions.
eSelect Plus Password: The password you will use to log into the store (this
password is case sensitive).
Password Confirm: Re-enter the new password (it must match the one
entered above).
5. Click the Next button.
A page appears listing three authentication drop-down lists and associated
answer fields and an e-mail field.
6. Select a security question from each of the three drop-down lists (e.g.,
Question/Answer #), and then key in an answer in the field below the respective
question.
Note: In the event that you need to have your password reset, you will be
required to answer one or more of these questions. You will also be
periodically prompted to answer one of these questions to access
your store.
7. Key in a contact e-mail address in the Email Address field.
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Getting Started
Note: In the event that you need to have your password reset, a temporary
password will be e-mailed to this address. (You must enter this
password the next time you log in.)
8. Click the Complete Activation button.
A “congratulations” confirmation screen appears. This indicates that your
eSelect plus store is now activated.
9. You may now use your login credentials to access your eSelect plus Merchant
Resource Center. (Refer to the "Logging In" procedure.)
5
2
Merchant Resource Center Basics
2.1
Logging In
To initiate a Merchant Resource Center session, log in using your User name, Store ID,
and Login password. (As an extra measure of security, you may subsequently be
prompted for an answer to an authentication question.)
Note: If you are using the login account for the first time, you will be prompted to
create answers to three authentication questions. One of these questions
may be asked at random during subsequent logins.
To log in:
1. Ensure that you are accessing the correct e-Select Plus interface. (For more
information, refer to the "Switching between Canadian and US Login Pages"
procedure.)
2.
Go to this link: https://www3.moneris.com/mpg .
3.
Fill in these required fields:
Note: The password field is case sensitive.



Username
Store ID
Password
4. Click the Submit (or Login) button.

If a prompt to answer an Authentication security question appears, key in
your personalized answer, and click the Submit button.
5. Do the following depending on your circumstances:



If this is your first time logging in, go to step 6.
If the Merchant Resource Center opens, you may begin processing
transactions immediately.
If a message appears indicating that your password has expired, you must
key in a new one. (Continue at step 7.)
6. When the Account Information page opens:
a. Select an Authentication question from each of the three Security Question #
drop-down lists, and then key into the corresponding Security Answer # field
the answer to each question.
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Merchant Resource Center Basics
b. Re-key each of the three Security answers in the corresponding Confirm
Answer field.
c. Note the three questions along with the answers that you have provided for
each.
Note: You will be required at random intervals to answer one of these
questions during subsequent Logins. You will also be required to
answer a random Authentication question should you request a
new password and log in with it.
d. Key your e-mail address into the Email Address field.
Note: This address will be used to issue a new password to you in the
event that you request a new one because you have forgotten your
current one.
e. Click the Save Reset Password Data button.
The page reloads.
7. Fill in the following fields:
Note: The new password must adhere to these criteria (the password field is
case sensitive):
* must be 7-16 characters long
* must start with a letter
* must contain a number
* cannot be the same as the previous 4 passwords



Old Password
New Password
Confirm New Password
8. Click the Change Password button.
The page reloads.
9. Look for the "password has been successfully updated" message as confirmation
that the new password has been created.
7
2
Merchant Resource Center Basics
2.2
Logging Out
To terminate your Merchant Resource Center session, log out.
Important!
As a good security precaution, you should always log out if you intend to
leave your computer for any period of time.
To log out:
1. Click on LOGOUT in the main menu bar.
The Merchant Resource Center Login page opens. (You are logged out once this
happens.)
2.3
Forgot Your Login Password?
If you forget your password, you can always have a temporary one sent to you via e-mail.
When you next log in, you will be prompted to set up a new password.
To obtain your password:
1. Go to the Merchant Resource Center login page, and click the Forgot Password
button.
The Password Reset page opens.
2. Fill in the following required fields:


Username
Store ID
3. Click the Submit button.
The Password Reset page opens.
4. Key in your Security pass-phrase in the Answer field, and then click the Submit
button.
Your password is reset to a temporary new one, and an e-mail containing the
temporary password is issued to you within the next few minutes.
5. Open the e-mail, and record the new Login password.
6. Go to the Merchant Resource Center login page, and fill in the following fields
(use the new Login password):
Note: The password field is case sensitive.



Username
Store ID
Password
7. Click the Submit button.
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Merchant Resource Center Basics
The page reloads. You are prompted to change your password.
8. Fill in these required fields:
Note: The new password must adhere to these criteria (the password fields are
case sensitive):
* must be 7-16 characters long
* must start with a letter
* must contain a number
* cannot be the same as the previous 4 passwords


New Password
Confirm New Password
9. Click the Change Password button.
The Merchant Resource Center opens. Your new Login settings are saved.
9
2
Merchant Resource Center Basics
2.4
Menu Bars
The main menu bar and the sub-menu bar are your point of access to standard and
optional Merchant Resource Center functionality. (Refer to the "Main Menu Bar" and the
"Sub-Menu Bar" sections respectively.)
2.4.1
Main Menu Bar
The top-level menu bar is referred to in this user guide as the "main menu bar" because
it always displays whenever you log into the Merchant Resource Center. This bar will
also display at the top of every page that you access.
Merchant Resource Center functions are grouped in the main menu bar under the
umbrella component with which they are associated. Components appear as selectable
items in the main menu bar as pictured below:

Terminal (Refer to the "Virtual Terminal" section.)

Gift/Loyalty (Refer to the "Gift/Loyalty Programs" section.)

Recurring (Refer to the "Recurring Billing section.)

Vault (Refer to the "The Vault" section.)

Reports (Refer to the "Reports" section.)

Admin (Refer to the "Administrative Functions" section.)

My Account (Refer to the "Managing Your Account" section.)
2.4.2
Sub-Menu Bar
Directly below the main menu bar is a secondary bar, referred to in this user guide as the
"sub-menu bar." Whenever you click on a selectable item in the main menu bar, the submenu bar populates with associated items.
In the example pictured below, TERMINAL is selected in the main menu bar. This results
in the sub-menu bar populating with associated transaction items:
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e-Select Plus Merchant Resource Center USER GUIDE (Canada)
2
2.4.3
Merchant Resource Center Basics
Switching between Canadian and US Login Pages
This feature allows you to switch back and forth between the Canadian and US Merchant
Resource Center interfaces. (To access a store from either interface, you must login as
instructed in the "Logging In" procedure.)

To switch from the Canadian to the US interface: Simply click on the Switch To
link beside the flag graphic
(located in the upper right
corner of the window).

To switch from the US to the Canadian interface: Click on the Switch To link
beside the flag graphic
located in the upper right corner of the
window.
Note: To switch from one store to another that is linked via the Multi-Store Login
feature, refer to the "Switching from One Store to Another Store: Multi-Store
Login" procedure.
2.5
Default Page
For added convenience, a page of your choosing can be set to automatically open
whenever you log into the Merchant Resource Center.
To set a default page:
1. Click on the menu item that you wish to be your default page.
2. Click on the
icon in the green running header appearing near the
top of the page.
Once you click the icon, the page is immediately set as the default page.
Note: There is no visible indication that the page has been set as the default;
however, it will open whenever you next log into the Merchant
Resource Center.
11
2
Merchant Resource Center Basics
2.6
Language Preference for Session
You can opt to change the language of the Merchant Resource Center interface at any
time during your Login session. This option is available no matter what Merchant
Resource Center page you are viewing.
1. To change the language, simply click on FRANCAIS in the upper right corner of
your screen. (You can change the language back to English at any time by
clicking on ENGLISH.)
Note: To the default language of your login session, refer to the "Default
Language" procedure.
2.7
Accessing Screen Help
Context-sensitive on-screen help is available no matter what Merchant Resource Center
page you are viewing.
1. To access the on-screen help resource, click on HELP in the lower left corner of the
sub-menu bar:
2.8
About Search Fields
When keying data into a search field, please note:
12

Search fields are not case sensitive.

You may key in just a portion of a name (e.g., if you key in "mon" or "eris" or
"Neri," the system retrieves "Moneris" in all instances).
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2.9
Merchant Resource Center Basics
Transaction Guidelines
A financial transaction involves the transfer of funds between a cardholder's account
and your own business account.
Important!
It is your responsibility (as the Merchant) 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. MasterCard and
Visa Merchant Manuals are available for free download at
http://www.moneris.com/en/Support/Downloads/MerchantManuals.aspx.
1. Select the transaction to be processed (e.g., Purchase or Refund).
2. Establish the means of payment (e.g., credit or debit).
3. Select a Card Entry method.
4. Enter the Card data into the POS device (e.g., manually enter data into Merchant
Resource Center fields, or capture the data via a connected PINpad or other
device).
5. Follow the sequence of Merchant Resource Center screen pages as they open (and
have the cardholder follow the PINpad prompts if a PINpad is connected). *
6. Process receipts.
7. Ensure that your batches are closed daily. (Refer to "End-of-Day Procedures.")
* These variables affect the screen fields and PINpad prompts that you and your
customers will see:





Merchant setup
Transaction type (e.g., Purchase or Refund).
Card format/functionality (e.g., stripe or chip)
Card Entry method at the POS (e.g., manually enter).
Payment means (i.e., credit, debit, loyalty, or gift).
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3
Features
The components accessible to you are based on the e-Select Plus features for which your
store has been enabled. If necessary, contact Moneris Solutions for more information
regarding activating, changing, or upgrading your store.
3.1

Administrative Functions (Refer to the "Administrative Functions" section.)

My Account (Refer to the "Managing Your Account" section.)

Transaction and Batch Reports (Refer to the "Reports" section.)

Virtual Terminal (Refer to the "Virtual Terminal" section.)
3.2
14
Standard Components
Optional Components

Card-Present (Refer to the "Card-Present" section)

Gift Transactions (Refer to "Gift Transactions" in the "Gift/Loyalty Programs"
section.)

Loyalty Transactions (Refer to "Loyalty Transactions" in the "Gift/Loyalty
Programs" section.)

Managed Account Updater (Refer to the "Managed Account Updater Service"
section.)

Multi-Store Login (Refer to "Multi-Store Login" section.)

Recurring Billing (Refer to the "Recurring Billing" section.)

The Vault (Refer to "The Vault" section.)

Enhanced Fraud Protection (Refer to the "E-Fraud Protection" section.)

Level 2/3 Processing (Refer to the "Level 2/3 Processing" section.)
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Card-Present
If your store is enabled for the Card-Present feature, you can use a connected 7800 or
iPP320 PINpad to capture card data at the POS, where the cardholder is present for a
transaction. A separate magnetic stripe reader device may also be used to capture card
data.
1. Contact Moneris Solutions to enable your store for the Card-Present feature.



4.1
7800 PINpad: Obtain a 7800 PINpad from Moneris, and connect/configure
the PINpad to work with your computer.
iPP320 PINpad: Obtain an iPP320 PINpad from Moneris, and
connect/configure the PINpad to work with your computer.
Magnetic Stripe Reader (dedicated): Obtain an authorized magnetic stripe
reader, and connect it to your computer.
Card Programs
A card may be formatted to support one functionality (e.g., stripe), or it may support
multiple functionalities (e.g., chip, stripe, contactless, etc). The card entry method used
at the point of sale determines which card functionality is used.
4.1.1
Card Entry at the POS
Manual entry:

Key the card data into the appropriate Merchant Resource Center Payment fields
as they appear on any transaction page.
Note: Some debit chip cards may be manually entered.
Chip functionality:

[7800 PINpad] When SWIPE OR INSERT CARD appears on the PINpad, the card
must be inserted into the PINpad chip reader.

[iPP320] When SWIPE OR INSERT CARD or SWIPE, TAP OR INSERT CARD appears on
the PINpad, the card must be inserted into the PINpad's chip reader.
Stripe functionality:

[7800 PINpad] When SWIPE CARD or SWIPE OR INSERT CARD appears on the
PINpad, the card's magnetic stripe must be swiped on the PINpad's magnetic
stripe reader.
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4
Card-Present

[iPP320] When SWIPE CARD or SWIPE OR INSERT CARD or SWIPE, TAP OR INSERT
CARD appears on the PINpad, the card's magnetic stripe must be swiped on the
PINpad's magnetic stripe reader.
Note: Stripe functionality cannot be used if the card has a chip on it and the PINpad
is also enabled for chip (i.e., the INSERT CARD prompt appears). Insert the
card instead.

[dedicated Magnetic Stripe Reader] When the "swipe card" prompt appears on
your computer screen, the card's magnetic stripe must be swiped on a connected
magnetic stripe reader.
Contactless functionality:

4.2
[iPP320 PINpad] When the SWIPE, TAP OR INSERT card prompt appears, the card
must be tapped or waved over the contactless reader, which is imbedded behind
the iPP320 display screen.
Magnetic Stripe Cards
A magnetic stripe card has a magnetic stripe on the back of the card. (A card may also
have a chip on the front. See "Chip Cards" for more information.)
4.2.1
Transactions with Stripe: Basic Steps
1. Look for the magnetic stripe on the back of the customer's payment card (see
above).
2. Click the Swipe Card button on your computer screen.

If the PINpad is selected as the Card Entry method, the SWIPE CARD or SWIPE
OR INSERT CARD or SWIPE TAP, OR INSERT CARD prompt appears on the
PINpad.
OR
If the magnetic stripe reader (MSR) is selected as the Card Entry method, your
screen page reloads, and the "swipe card" (or similar prompt) appears on your
computer screen.
3. You or the cardholder must swipe the card on the PINpad's magnetic stripe
reader (or connected dedicated MSR device).

16
If a Security Information "display non-secure items" dialog box opens on your
computer screen, click the Yes button.
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4.2.2
Card-Present
Swiping a Card
The magnetic stripe reader is located on the right side of the PINpad (sitting face up). As
the card is swiped, make sure the magnetic stripe is down and facing inward towards
the PINpad screen.
iPP320
7800
17
4
Card-Present
4.3
Chip Cards
Cards with a chip in them, called "chip cards," must be inserted into the chip card reader
and left in the chip reader for the entire transaction. The PINpad will display the
REMOVE CARD prompt when it is time to remove the chip card from the chip card reader.
A chip card can be identified by the chip on the front of the card. (A chip card may also
have a magnetic stripe on the back. See "Magnetic Stripe Cards" for more information.)
4.3.1
Chip Card Customization
Chip cards can be customized by the card issuer to have different applications and
methods of verifying the cardholder; therefore, different chip cards may have different
prompts: Some prompt for a PIN while others may print a signature line on the receipt
(like a stripe credit card) for the cardholder to sign. If the chip card prompts for a PIN, the
cardholder must key in their PIN. If the PIN is incorrect, the cardholder will be prompted
to retry.
Note: Not all chip card types are currently supported. If you insert an unsupported
chip card, you will be prompted to swipe the card. If you swipe a supported
chip card, you will be prompted to insert the card.
As a best practice, always look for "VERIFIED BY PIN" on the Merchant copy of the receipt:

If "VERIFIED BY PIN" is printed on this copy, no signature is required.

If a signature line appears, the cardholder must sign the receipt.
4.3.2
Transactions with Chip: Basic Steps
There are five basic steps to performing a transaction with a chip card.
1. Begin the transaction, and follow the prompts.
2. Check for the chip on the credit or debit card every time a cardholder presents a
card for payment.
3. If the card has a chip, make sure that the card is facing up (the chip on the visible
front side), and the chip-end of the card is inserted into the reader first. Leave the
card in the reader for the entire transaction.
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4
Card-Present
Note: If you do not see a chip, swipe the card on the PINpad's magnetic stripe
reader.
4. Have the cardholder follow their prompts on the PINpad.
5. Remove the chip card when the REMOVE CARD prompt appears on the PINpad.
The PINpad will beep if the chip card is left in the chip card reader after the
transaction is completed.
4.3.3
Inserting a Chip Card
The chip card reader is located in a slot on the front of the PINpad. When a chip card is
inserted, the chip card reader reads the information on the card's chip (e.g., whether to
prompt for PIN or print a signature line on the receipt).
To correctly insert the chip card in to the chip card reader:
iPP320
7800
Ensure that:

The card is facing up

The chip is closest to the chip card reader slot on the PINpad

The card is slid into the chip card reader slot until the card cannot be inserted
further.
Important!

Leave the chip card in the reader for the entire transaction.
When the REMOVE CARD prompt appears, pull the card gently out of the chip
card reader.
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4
Card-Present
4.4
Contactless Cards
4.4.1
Contactless Transactions
If your store is enabled for contactless transactions, a customer can tap or wave their
contactless card instead of swiping it or inserting it during card-present transactions.
You may perform contactless transactions subject to the following conditions:

Only a contactless card can be used for a contactless transaction. (Refer to "How
to do a Contactless Transaction.")

The cardholder will not be prompted to enter a PIN for contactless transactions.

Only Purchases and Refunds may be processed as contactless transactions.

Only the iPP320 PINpad can used to process contactless transactions. (Refer to the
"Hardware: Moneris iPP320 PINpad" section.)

The transaction amount must be equal to or less than the maximum Contactless
Dollar Value set for the card. (Refer to "Maximum Contactless Dollar Value." )

Contactless transactions do not require a cardholder signature (i.e., the
statement NO SIGNATURE TRANSACTION appears on receipts).

The cardholder will not be prompted to enter a PIN for contactless transactions.
4.4.2
How to do a Contactless Transaction
1. Initiate a debit/credit Purchase or Refund transaction.
2. Wait for the SWIPE, TAP OR INSERT CARD prompt to display on the connected
iPP320 PINpad.
3. The customer taps or waves their contactless card over the iPP320 PINpad display
screen (behind which is imbedded the contactless reader).
4. Note the following about contactless cards:



The card must have one of these labels: Visa payWave or MasterCard PayPass
or Amex ExpressPay or Interac Flash.
The card must be within 0.5 in. (1.3 cm) of the screen, but it does not have to
touch it.
The card must be tapped or waved by itself (the customer cannot leave the
card in their wallet and wave it in front of the screen).
5. Wait for the transaction to be approved. (The message NO SIGNATURE
TRANSACTION will appear on contactless transaction receipts).
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4.4.3
Card-Present
Tapping a Card
The internal contactless reader is located behind the iPP320 PINpad's display screen.
Note: Contactless functionality is not supported on the 7800 PINpad.
4.4.4
Maximum Contactless Dollar Value (CVD)
The maximum Contactless Dollar Value (CDV) is the amount under which transactions
may be performed over the contactless interface. If a contactless card is tapped for an
amount that exceeds the card's maximum (CDV), the iPP320 PINpad will display the
message NO SUPPORTED APPLICATIONS or TAP NOT ACCEPTED.
To determine the maximum CDV for a card type, contact eSelect plus support.
Note: To do the transaction by other means, you may insert the card if it has a chip. If
there is no chip, swipe the card. If that does not work, try doing a manual entry
transaction by keying the card number into the Merchant Resource Center fields
(i.e., select -keyed as the Payment method).
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5
Hardware: Moneris 7800 PINpad
A Moneris 7800 PINpad can be connected to a personal
computer so that you can process magnetic stripe or chip
card transactions for which cardholder input is sometimes
required.
5.1
The 7800 PINpad Keypad
To respond to PINpad prompts that may appear during
financial transactions, the cardholder presses the PINpad's
alpha-numeric keys and function keys. The prompts are
different depending on the nature of the financial
transaction and the configuration of your store. (For a
listing of cardholder prompts, refer to the "Cardholder
Prompts on 7800 PINpad" procedure.)
Key
22
Function

Scroll PINpad configuration options.

(POSPAD only) Respond to transaction or configuration
prompts.

Select Chequing account during a debit transaction.

Scroll PINpad configuration options.

(POSPAD only) Respond to transaction and configuration
prompts.

Select Savings account during a debit transaction.

Cancel a transaction.
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Key
5.2
Function

Delete numeric characters on an entry screen.

(CPX only) Decline to enter a Tip depending on Tip Settings
configuration.

(CPX only) Used to select % Tip depending on Tip Settings
configuration.

(CPX only) Scroll through PINpad configuration options.

Accept a displayed amount.

Select menu item.

Used to select $ tip type if multiple tip types configured.
7800 PINpad Cables
USB

Hardware: Moneris 7800 PINpad
Serial
For instructions on how to use one of these cables to connect the PINpad to a
computer, refer to the "Connecting the 7800 PINpad to a Computer" procedure
.
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5
Hardware: Moneris 7800 PINpad
5.3
Setting Up the 7800 PINpad: Basic Steps
If you are connecting a 7800 PINpad to a computer for the first time, ensure that you
follow the exact sequence of instructions so that the PINpad interfaces properly with the
Merchant Resource Center.
Note: If you are simply reconnecting a configured PINpad to a computer, you need only
re-initialize the PINpad. Begin directly at step 7.
1. Determine which cable you will use to connect the PINpad to a computer. (Refer
to "7800 PINpad Cables.")


If you are using a USB cable, download and install the required USB driver.
(Refer to the "7800 USB Driver: Downloading/Installing" procedure.)
If you are using a serial cable, go directly to step 2.
2. Connect the PINpad to a computer. (Refer to the "Connecting the 7800 PINpad to
a Computer" procedure.)
3. Enable the PINpad application to be used if more than one application is loaded
on the PINpad. (Refer to the "Enabling PINpad Application" procedure.)
4. Configure the PINpad application settings. (Refer to the "PINpad Application
Configuration" procedure.)
5. Log into the Merchant Resource Center (if you have not already done so for
another procedure).
6. Specify the com port that the Merchant Resource Center should use to
communicate with the PINpad during your login session. (Refer to the "External
Device's Communications Port" procedure.)
7. Initialize the PINpad. (Refer to "7800 PINpad Initialization.")
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5
5.3.1
Hardware: Moneris 7800 PINpad
7800 USB Driver: Downloading/Installing
To download the 7800 USB driver:
1. Go to https://esqa.moneris.com/connect/en/download/drivers/index.html.
2. Click on the link for the 7800 PINpad (e.g., Moneris 7800 (i3070) PINpad Native
USB Driver).
3. Save the zip file to your computer, and then unzip the file.
4. Install the USB driver. (Continue below.)
To install the USB driver:
1. Locate the CustomCP210xDriverInstall folder (now copied to your hard drive), and
then click on the CP210xVCPInstaller.exe file.
2. Click the Install button.
3. Please wait while the program installs its components to your computer.
The Success dialog box opens upon successful installation of the files.
4. Click the OK button.
5.
The installation of the USB driver is complete.
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5
Hardware: Moneris 7800 PINpad
5.3.2
Connecting the 7800 PINpad to a Computer
1. Plug the PINpad cable into the port on the bottom side of the PINpad:
2. Secure the connection with the cable protector:
Once the cable is securely clamped to the PINpad, it should look like this:
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5
Hardware: Moneris 7800 PINpad
3. Do the following based on the cable you are using:


If you are using a USB cable, follow the "Steps for USB Connection" diagram
below.
If you are using a serial cable follow the "Steps for Serial Connection"
diagram below.
Steps for USB Connection
Steps for Serial Connection
4. Please wait while the PINpad completes its Powers On cycle. The PINpad chirps
and displays some authentication messages for several seconds as it powers on.
(If you are using a serial cable, the PINpad will power on if the plug portion of the
cable is connected to a working power outlet.)
Note: If this is the first time you have connected the PINpad to your computer, the
Windows Found New Hardware Wizard dialog box may open in your
Windows taskbar as the PINpad software automatically installs to your
computer.
5. Once the PINpad completes its Power On cycle, an Idle screen displays.


If the PINpad has already been configured for use, the Idle screen will display
WELCOME /BONJOUR.
If another screen is displayed, the PINpad may need to be properly configured
first.
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5
Hardware: Moneris 7800 PINpad
5.3.3
Enabling PINpad Application
Once the PINpad completes its Power On cycle and is fully powered
for the first time, an Idle screen displays as pictured here.
1. If your store is chip enabled, select MONPSPD; otherwise,
select CPXPL.
2. Press OK.
The PINpad Application settings may have to be configured
depending on the cables you are using.
5.3.4
PINpad Application Configuration
Once an application has been enabled on the PINpad, the application settings must be
properly configured.
Important!
In addition to configuring your own PINpad, ensure that your store is also
enabled for either CPX or POSPAD .

To configure the CPX application, refer to the "Configuring CPX Settings on 7800"
procedure.
OR
To configure the POSPAD application, refer to the "Configuring POSPAD Settings
on 7800" procedure.
5.3.4.1
Configuring CPX Settings on 7800
When CPX is enabled, the application must be properly configured to use a USB or serial
connection.
(Native) USB:
1. Ensure that <USB-9600> displays on the PINpad screen
as pictured here. If <USB-9600> appears, no further
PINpad configuration is required.

If other text appears instead (e.g., <RS232> or
<Ethernet>, or <USB>), you must change a PINpad
setting.
(Refer to the "Configuring7800 PINpad with CPX for
USB Connection" procedure.)
Serial:
1. The PINpad is pre-configured to use <RS232> as the default. Resetting this
configuration is not required.
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5
5.3.4.2
Hardware: Moneris 7800 PINpad
Configuring 7800 PINpad with CPX for USB Connection
To configure the PINpad:
1. Make sure the PINpad is disconnected from the
computer.
2. Connect the PINpad to the computer.
You will have to wait about 20 seconds for the PINpad to
Power-on. During this time, the PINpad beeps and then
displays a series of authentication messages.
3. Press OK as soon as the <RS232> screen appears.

If you pressed OK quickly enough, the PIN/CARD
BEEP screen appears.
Don't worry if you do not get it the first time.
Simply redo steps 1 to 3 again until you get this
screen.
4. Press ALPHA repeatedly until you scroll to "COM PORT."
5. Press CORR repeatedly until "USB-9600" appears under
COM PORT.
6. Press OK to save the settings and exit the menu.
7. If this screen appears, the PINpad is now configured to
use a USB cable.
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5
Hardware: Moneris 7800 PINpad
5.3.4.3
Configuring POSPAD Settings on 7800
To enable the PINpad to use the POSPAD application, follow the steps below:
Notes:
Selecting a screen prompt:
Press CHQ or ALPHA depending on what option appears above the button.
Selecting a menu item:
To scroll down, press CHQ; to scroll up, press ALPHA.
To select a highlighted menu item, press OK.
1. Ensure the PINpad is powered on.
2.
Scroll down to MONPSPD, and press OK.
The LANGUAGE prompt appears.
3. Press CHQ (ENGL) to select English.
The MSG RETRIES prompt appears.
4. Press ALPHA (OFF).
The COMM TYPE menu appears.
5. Select the Communication type depending on your cable connection:

If you are using a Serial cable (native or adapted):
a. Press CHQ (RS232).
The AUTOBAUD prompt appears.
b. Press ALPHA (OFF).

If you are using a USB cable (native):
a. Press ALPHA (USB).
The LINE SPEED menu appears.
6. Select 9600, and press OK.
The PORT SETTING menu appears.
7. Scroll down to 8b NO PARITY, and press OK.
The ERROR CHECKING menu appears.
8. Press ALPHA (OFF).
The BEEP menu appears.
9. Press CHQ (ON).
The PED SERIAL NUMBER ######## screen appears.
10. Press OK.
The WELCOME/BONJOUR Idle screen appears.
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5
Hardware: Moneris 7800 PINpad
11. POSPAD configuration is complete.
5.3.5
7800 PINpad Initialization
The PINpad may have to be initialized (or re-initialized) if it loses power or if your Web
browser shuts down.

To initialize when CPX is enabled, refer to the "Initializing 7800 PINpad: CPX
Enabled" procedure.

To initialize when POSPAD is enabled, refer to "Initializing 7800 PINpad: POSPAD
Enabled" procedure.
5.3.5.1
Initializing 7800 PINpad: CPX Enabled
Initializing allows the PINpad to download the required parameters and establish a link
to the Merchant Resource Center.
Note: Before you attempt to do the Initialization, you must be logged into the Merchant
Resource Center, and the PINpad must be powered on and configured to use the
appropriate cable connection.
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on purchase in the sub-menu bar.
The Purchase page opens.
3. Go the Payment Method section, and select Debit/Credit Card-Pinpad from the
drop-down list.
4. Go to the Amount field, and key in 1.00.
5.
Click the Swipe Card button on your computer screen.


If a "trusted digital signature" dialog box opens, accept it. (Refer to the
"Selecting Moneris as a Trusted Source" procedure.)
If the "CVD field is mandatory / AVS fields are mandatory" message appears,
click the Swipe Card button again.
6. Wait for the "Initializing...Please wait..." message to appear briefly on the PINpad.
Note: When this message displays, your computer screen should also display a
similar "PINpad is initializing" message.
The SWIPE CARD prompt appears on the PINpad.
7. Swipe a credit or debit card.
The $#.## OK? prompt appears.
8. Press the Can/Ann key on the PINpad.
CANCELLED displays briefly, and then the WELCOME /BONJOUR message appears.
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5
Hardware: Moneris 7800 PINpad
9. When the WELCOME /BONJOUR message appears, initialization is complete: At
that time, you may begin processing card-swiped transactions on the PINpad.

You may be prompted to shut down and restart your browser.
Important!
If the PINpad loses power (i.e., it gets disconnected from the computer or
the computer powers off while it is connected), you must repeat these "Initialize the
PINpad" steps to re-initialize the PINpad.
5.3.5.2
Initializing 7800 PINpad: POSPAD Enabled
Initialization allows the PINpad to download the required parameters and establish a
link to the Merchant Resource Center.
Note: Before you attempt to do the Initialization, you must be logged into the Merchant
Resource Center, and the PINpad must be powered on and configured to use the
appropriate cable connection.
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on chip initialization in the sub-menu bar.
e-Select Plus attempts to communicate with the PINpad.
3.
Look for the PLEASE WAIT message to appear on the PINpad.
A "Downloading pinpad parameters from the host. Please wait." message
appears on your computer screen.


If a security warning "Trusted digital signature" dialog box opens, accept it.
(Refer to "Selecting Moneris as a Trusted Source" procedure.)
If the Continue button displays on your computer screen (the "Initialization
Complete" message also appears on-screen), click it.
4. When the WELCOME/BONJOUR screen appears (or reappears) on the PINpad, the
initialization process is complete.
5. Your PINpad is ready to process chip transactions.
Note: You may be prompted to close and restart your browser.
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5.3.6
Hardware: Moneris 7800 PINpad
Selecting Moneris as a Trusted Source
To select Moneris as a trusted source when the "trust digital signature" dialog box
opens:
1. Select the Always trust content from this publisher checkbox.
2. Click the Run button.
3. Refer back to the initialization procedure.
5.3.7
Finding the Com Port Number
1. Make sure the PINpad is connected to the computer from which you are
processing transactions.
2. Identify the number of the com port that the PINpad is using when connected to
your computer (e.g., If you are using an iPP320 PINpad with a USB connection, the
text SAGEM TELIUM will appear beside the com port number. If you are using a
7800 PINpad with a USB connection, the text CP210x USB to UART Bridge will
display beside the com port number).
Note: The means that you will use to find the com port number are dependent on
your computer's operating system. If you are unsure of how to do this,
consult the documentation for your computer and its operating system.
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6
Hardware: Moneris iPP320 PINpad
1. Do one of the following depending on your requirements:


6.1
To use a serial PINpad cable to connect the iPP320 PINpad to a computer, refer
to the "Setting Up the PINpad: Using Serial Connection" procedure.
To use a USB PINpad cable to connect the iPP320 PINpad to a computer, refer
to the "Setting Up the PINpad: Using USB Connection" procedure.
iPP320 PINpad Keypad
Key
Name
F1
F2
F3
F4
Cancel
Correction
OK/Enter
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6
6.2
Hardware: Moneris iPP320 PINpad
Setting Up the iPP320 PINpad: Using USB
Connection
If you are using a USB cable to connect a Moneris iPP320 PINpad to a computer for the
first time, follow the complete sequence of steps.
Note: If you are simply reconnecting an already configured PINpad to a computer,
you need only re-initialize the PINpad. Begin directly at step 6.
1. Download and install the iPP320 USB driver to the computer to which the PINpad
is to be connected. (Refer to the "iPPP320 USB Driver: Downloading/Installing"
procedure.)
2. Connect the PINpad to a computer. (Refer to the "Connecting the iPP320 PINpad
to a Computer" procedure.)
3. Configure the PINpad to use a USB connection to your computer. (Refer to the
"Configuring the iPP320 PINpad" procedure.)
4. Log into the Merchant Resource Center (if you have not already done so for
another procedure).
5. Specify the com port that e-Select Plus should use to communicate with the
PINpad while connected to your computer during your login session. (Refer to
the "External Device's Communications Port" procedure.)
6.
6.3
Initialize the PINpad. (Refer to "iPP320 PINpad Initialization.")
Setting Up the iPP320 PINpad: Using Serial
Connection
If you are using a serial cable to connect a Moneris iPP320 PINpad to a computer for the
first time, follow the complete sequence of steps.
Note: If you are simply reconnecting an already configured PINpad to a computer, you
need only re-initialize the PINpad. Begin directly at step 5.
1. Connect the PINpad to a computer. (Refer to the "Connecting the iPP320 PINpad
to a Computer: USB Serial Connection" procedure.)
2. Configure the PINpad to use a serial connection to your computer. (Refer to the
"Configuring the iPP320 PINpad" procedure.)
3. Log into the Merchant Resource Center (if you have not already done so for
another procedure).
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6
Hardware: Moneris iPP320 PINpad
4. Specify the com port that e-Select Plus should use to communicate with the
PINpad while it is connected to the computer during your login session. (Refer to
the "External Device's Communications Port" procedure.)
5. Initialize the PINpad. (Refer to "iPP320 PINpad Initialization.")
6.4
Connecting the iPP320 PINpad to a Computer: Serial
Connection
1. Follow the connection instructions below:
a. Plug the serial PINpad cable into the
empty port on the underside of the
iPP320 PINpad.
b. Fold the latch down and press to
secure the cable connection to the
PINpad.
c. c. Insert the power cable connector
into the port at the back of the
PINpad cable serial connector.
d. Plug the serial connector into a serial
port on your computer.
e. Plug the power cable into a working
power outlet.
f.
36
Wait while the PINpad powers on.
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Hardware: Moneris iPP320 PINpad
g. Wait for the PINpad to display the
INIT REQUIRED screen.
2. Refer back to the setup procedure.
6.5
iPP320 PINpad USB Driver: Downloading/Installing
To download the iPP320 USB driver:
1. Go to https://esqa.moneris.com/connect/en/download/drivers/index.html
2. Click on the IPP320 USB driver hyperlink, and then save the zip file to your
computer.
3. Unzip the file to extract the executable (.exe) file, which is located in the folder
now copied to your computer.
4. Once the executable file (.exe) has been extracted, click on it, and start the
installation process (click Next repeatedly, then click Install).
5. Once the required components are installed on your computer, refer back to the
setup procedure.
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6
Hardware: Moneris iPP320 PINpad
6.6
Connecting an iPP320 PINpad to a Computer: USB
Connection
1. Follow the connection instructions below:
a. Plug the USB PINpad cable into the empty
port on the underside of the iPP320 PINpad.
b. Fold the latch down and press to secure the
cable connection to the PINpad.
c. Plug the USB connector into a USB port on
your computer.
d. Wait while the PINpad powers on.
e. Wait for the PINpad to display the INIT
REQUIRED screen.
2. Refer back to the setup procedure.
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6.7
Hardware: Moneris iPP320 PINpad
Configuring the iPP320 PINpad
1. Begin from the PINpad's “INIT REQUIRED” screen:
Note: If the screen times out or the PINpad reboots back to the INIT REQUIRED
screen mid-way during the configuration steps (i.e., you did not respond to
the prompts within 5 seconds) simply repeat the steps beginning with
step a.
a. In quick succession, press the white
function keys in the following sequence:
1. Press the F2 key.
2. Press the F1 key.
3. Press the F3 key.
4. Press the F4 key.
b. When the “MENU” screen appears, press
the F2 key to scroll down and
highlight CONFIGURATION.
c. Press the
key.
d. When the CONFIGURATION screen
appears: Press the F4 key, and
then press the
key.
e. When the LANGUAGE/LANGUE screen
appears, enable a default language:

To enable English (ENGL), press the
key.

To enable French (FRAN), press the F4
key.
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6
Hardware: Moneris iPP320 PINpad
f.
When the CABLE TYPE screen appears:

If you are using a USB connection,
simply press the
key (selects USB).

If you are using a serial connection,
press the F2 key (highlights RS232),
and then press the
key.
g. When the QR-CODE screen appears, press
the
key (selects OFF).
h. When the BEEP screen appears, press the
key (selects ON).
i.
When the PED SERIAL NUMBER ########
screen appears, press the
key.
j.
Wait while the PINpad reboots (the
"PINPAD WILL REBOOT..." message
appears).
k. Wait for the PINpad to display the INIT
REQUIRED screen.
2. Refer back to the setup procedure.
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6.8
Hardware: Moneris iPP320 PINpad
Initializing the iPP320 PINpad
Initialization allows the PINpad to download the required parameters and establish a
link to the Merchant Resource Center.
Note: Before you attempt to do the Initialization, you must be logged into the
Merchant Resource Center, and the PINpad must be powered on and
configured to use the appropriate cable connection.
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on chip initialization in the sub-menu bar.
e-Select Plus attempts to communicate with the PINpad that is connected to your
computer.
3. Look for the PLEASE WAIT message to appear on the PINpad.
A "Downloading pinpad parameters from the host" message appears on your
computer screen.


If a "Trusted digital signature" security warning dialog box opens regarding
accepting a "MonerisTerminal Applet," accept it. (Refer to "Selecting Moneris
as a Trusted Source" procedure.)
If a "security warning" dialog box appears asking you whether you want to
block the download of software components, click the No button to allow the
download to proceed.
4. When the WELCOME/BONJOUR screen appears (or reappears) on the PINpad, the
Initialization process is complete.


If the Continue button displays on your computer screen (the "Initialization
Complete" message also appears on-screen), click the button.
If the INIT REQUIRED screen reappears, the Initialization was unsuccessful:
a. Go back to step 1 and repeat the Initialization steps.
b. If this does not work and this is the first time the PINpad is being
initialized, try repeating the "Setting Up the iPP320 PINpad:..." (serial or
USB depending on your connection type) instructions beginning with the
step instructing you to configure the PINpad.
5. Your PINpad is ready to process transactions.
Note: You may be prompted to close and restart your browser.
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7
Virtual Terminal
TERMINAL (i.e., Virtual Terminal) is a standard component of the Merchant Resource
Center. From this component, you may process debit, credit, and cash transactions.
To initiate a financial transaction:
1. Click on TERMINAL in the main menu bar:



7.1
For a list of debit/credit transactions that may be initiated from the Terminal
sub-menu, refer to "Debit/Credit Transactions."
For a list of cash transactions that may be initiated from the Terminal submenu, refer to "Cash Transactions."
For a list of hardware-related transactions that may be initiated from the
Terminal sub-menu, refer to the "Hardware Transactions" section.
Debit/Credit Transactions
The following Debit/Credit transactions may be initiated from the Terminal sub-menu:
42

Card Verification (Refer to "Card Verification.")

Purchase (Refer to "Purchase with Debit/Credit Card.")

Group Purchase (Refer to "Group Purchase with Debit/Credit Card.")

Void (Refer to "Void with Debit/Credit Card.")

Refund (Refer to "Refund with Debit/Credit Card.")

Independent Refund (Refer to "Independent Refund with Debit/Credit Card.")

Pre-Authorization (Refer to " Pre-Authorization with Debit/Credit Card.")

Re-Authorization (Refer to "Re-Authorization with Debit/Credit Card.")

Capture (Refer to "Capture with Debit/Credit Card.")

Voice Authorization (Refer to "Voice Authorization.")
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7
7.1.1
Virtual Terminal
Card Verification
This transaction is also sometime referred to as an Account Status Inquiry. It allows you
to obtain card and address verification without charging the customer’s credit card. For
example, you may wish to verify that a credit card is valid before storing the card
number on file for future payments (e.g. recurring payments, registering the card in the
Vault, etc.).
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on verification in the sub-menu bar.
The Card Verification page opens.
3. Select a Card Entry method from the drop-down list. (Refer to the "Card Entry
Options: Credit" procedure.)
4. Fill in the Payment Details fields that appear: (Refer to the "Entering Payment
Details: Credit" procedure.)
5. Fill in the Address Verification fields as required. (Refer to the "Entering Address
Verification Details" procedure.)
6. Enter the card Account number (means of entry selected in step 3):
Manually enter
(keyed)
Swipe (MSR)
a.
Click the Swipe Card button.
b.
When the "swipe credit card" (or similar)
message appears on your computer
screen, swipe the card on the connected
dedicated magnetic stripe reader.
c.
a.
Click the Process Transaction
button.
b.
Continue below at step 7.
Continue below at step 7.
7. Wait for he APPROVED response from e-Select Plus to appear on your computer
screen.
8. Once the results have been confirmed, refer back to the transaction procedure
and proceed with the financial transaction.
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7
Virtual Terminal
7.1.2
Purchase with Debit/Credit Card
The Purchase charges an amount to an account (credit) or removes an amount from an
account (debit) to pay for goods or services.
Note:
•
If a purchasing card is used, and your store is enabled for the Level 2/3
Reporting feature, you may be given the option (at step 6) to choose
whether or not to attach Level 2/3 data to the transaction.
•
If the Vault feature is enabled on your store and you wish to retrieve
Payment details from a Vault profile, you will be required (at step 4) to
retrieve the profile using the original Data Key (generated when the profile
was created), or some other identifier (e.g., Customer ID, e-mail address,
etc.)
•
If the Loyalty feature is enabled on your store, you will be given the option
to enter a loyalty card (i.e., do a loyalty Purchase) following the transaction.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on purchase in the sub-menu bar.
The Purchase page opens.
3. Select a Payment method from the drop-down list. (Refer to the "Selecting a
Payment Method" procedure.)
4. Fill in as required the transaction fields that appear:
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
a. Depending on the Payment method selected in step 3, refer to the
appropriate procedure:
Note: If a Visa Debit chip card is used, refer to the procedure for entering
credit card Payment details.




Credit Card: Refer to the "Entering Payment Details: Credit Cards"
procedure.
Debit Card: Refer to the "Entering Payment Details: Debit Cards"
procedure.
Vault Profile (may use credit/debit card): Refer to the "Entering Payment
Details: Vault Profiles" procedure.
Cash: Refer to the "Entering Payment Details: Cash" procedure.
b. If the Address Verification section appears, fill in the associated data fields as
required. (Refer to the "Entering Address Verification Details" procedure.)
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7
Virtual Terminal
c. (Keyed entry only) If the Add Order Details button appears, optionally attach
Order details to the transaction. (Refer to the "Adding Order Details"
procedure.)
d. Continue at step 5.
5. Depending on the Payment method selected, do one of the following:

If any one or combination of -Keyed or -Keyed Entry or Cash or Vault Profileis selected:
a. Click the Process Transaction button.
b. Continue at step 6.

If any one of - Pinpad or - MSR is selected, refer to the appropriate column
below:
swipe
(PINpad)
c.
Click the Swipe
Card button on
your computer
screen.
d.
When SWIPE CARD
or SWIPE OR INSERT
CARD appears on
the connected
PINpad, the card
must be swiped on
the PINpad. (Refer
to the "Cardholder
Prompts on the
PINpad"
procedure.)
e.
Continue below at
step 6.
swipe
(MSR)
a.
Click the Swipe
Card button.
b.
When the
"swipe credit
card" (or similar)
message
appears on your
computer
screen, swipe
the card on the
connected
dedicated
magnetic stripe
reader.
c.
insert
(PINpad)
Tap
(PINpad)
a.
Click the Swipe
Card button on
your computer
screen.
a.
Click the Swipe
Card button on
your computer
screen.
b.
When SWIPE OR
INSERT CARD
appears on the
connected
PINpad, the card
must be inserted
into the PINpad.
(Refer to the
"Cardholder
Prompts on the
PINpad"
procedure.)
b.
c.
Continue below
at step 6.
When SWIPE, TAP
OR INSERT CARD
appears on the
connected PINpad
(iPP320), the card
must be tapped
over the PINpad 's
display screen.
(Refer to the
"Cardholder
Prompts on the
PINpad"
procedure.)
c.
Continue below at
step 6.
Continue below
at step 6.
6. Please wait for a response from e-Select Plus.

If the card that was entered is a purchasing card, the Proceed with Level 2/3
button and the Proceed with Purchase button will display on the transaction
page:

If you wish to add the level 2/3 data, click the Proceed with Level 2/3
button. The Purchase will automatically continue as a Pre-Authorization
transaction (continue in the "Pre-Authorization with debit/credit card"
procedure, and begin at step 6.
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7
Virtual Terminal

If you do not wish to add level 2/3 data, click the Proceed with Purchase
button, and continue at step 7 below.
7. If no PINpad was used for the transaction, continue at step 8. If a card was
swiped or inserted on the PINpad, do the following:


If APPROVED THANK YOU OBTAIN CARD appears on the PINpad, the
cardholder should ensure that they have their card.
If APPROVED THANK YOU REMOVE CARD appears on the PINpad, you or the
cardholder remove the chip card from the chip reader.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To process receipts and award loyalty points:
a.
Go to the Action Items section of the page, and click the Loyalty button.
b. Continue in the "Purchase wish Loyalty Card" procedure beginning at step
3.
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7.1.3
Virtual Terminal
Group Purchase with Debit/Credit Card
The Group Purchase simultaneously processes multiple Purchase transactions. Each
Purchase in the group is immediately charged to a credit card.
Note:
•
Mandatory fields are bolded on the Merchant Resource Center interface.
•
Some debit chip cards may be used for this transaction.
To process the transaction:
1.
Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on group purchase in the sub-menu bar.
The Group Purchase page opens.
3. Fill in the necessary Payment Details fields. (Refer to the "Entering Payment
Details: Credit Cards" procedure.)
Note: Follow this procedure even if debit chip card entered.
4. Click the Add Transaction to Group button.
The page reloads, and the new transaction is added to the Group Purchase list.
Important!
If you do not add the transaction to the group, the transaction
will not be submitted for processing.
5. Repeat steps 3 to 4 for every transaction to be included as part the Group
Purchase.
6. Click the Process Transactions button.
The Group Transaction Response page opens. (This page displays the Group ID
that can be used retrieve individual transaction results in a group report.)
7. Click the View Results button.
The Transaction Summary page opens.
8. Process receipts. (Refer to the "Receipt Processing" procedure).
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7
Virtual Terminal
7.1.4
Void with Debit/Credit Card
The Void cancels a debit/credit transaction still in an open batch. Because the Void
cancels an existing e-Select Plus transaction, it is also referred to as a "follow-on"
transaction.
This transaction will not appear on the cardholder's statement.
Note:
•
Mandatory fields are bolded on the Merchant Resource Center interface.
•
If the Loyalty feature is enabled on your store, you will be given the option
to enter a loyalty card (i.e., do a loyalty Void) following the transaction.
•
To reverse a transaction in a closed batch, refer to the "Refund" procedure.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on void in the sub-menu bar.
The Void page opens.
3. Locate the Order ID on the original transaction receipt, and key it into the Order
ID field.
Note: If you have only a partial ID, select the begins with or ends with radio
button.
4. Click the Locate Transaction button.

If a transaction list appears, click the Void button beside the transaction to be
reversed.
The Transaction Details page opens.
5. Click the Process Transaction button.
6. Do the following based on what appears on your computer screen (or the PINpad
if connected):

If the Host response page opens on your computer screen, continue at step 7.

If SWIPE CARD or SWIPE OR INSERT CARD appears on the PINpad if connected:
a. Enter the card data on the PINpad. (Refer to the "Cardholder Prompts on
the PINpad" procedure.)
b. Do the following based on what appears on the PINpad:

48
If APPROVED THANK YOU OBTAIN CARD appears on the PINpad, the
cardholder should ensure that they have their card.
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
Virtual Terminal
If APPROVED THANK YOU REMOVE CARD appears on the PINpad, you or
the cardholder remove the chip card from the chip reader.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


To process receipts without removing loyalty points from an associated
loyalty transaction, refer to the "Receipt Processing" procedure.
To process receipts and remove points from an associated loyalty transaction:
a. Go to the Action Items section of the page, and click the Loyalty button.
b. Continue the "Voiding Loyalty Transaction Associated with Voided
Financial Transaction" procedure beginning at step 3.
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7
Virtual Terminal
7.1.5
Refund with Debit/Credit Card
The Refund transaction reverses a debit/credit transaction in a closed batch. Because a
Refund reverses an existing e-Select Plus transaction, it is also referred to as a "followon" Refund.
The Refund transaction amount may be any amount less than or equal to the amount of
the original Purchase or Capture transaction.
Note:
•
Mandatory fields are bolded on the Merchant Resource Center interface.
•
To reverse a transaction in an open batch, refer to the "Void with
Debit/Credit Card" procedure.
•
If a purchasing card was used for the original transaction, and your store
is enabled for the Level 2/3 Reporting feature, you may be given the
option to attach Level 2/3 data.
•
If the Loyalty feature is enabled on your store, you will be given the
option to enter a loyalty card (i.e., do a loyalty Refund) following the
transaction.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on refund in the sub-menu bar.
The Refund page opens.
3. Locate the Order ID on the original transaction receipt, and key it into the Order
ID field.
Note: If you have only a partial ID, select the begins with or ends with radio
button.
4. Click the Locate Transaction button.

If a transaction list appears, click the Refund button beside the transaction to
be reversed.
5. Key the Refund amount into the Amount field.
6. If the Add Level 2/3 Details button and the Process Transaction button display on
your computer screen, choose whether or not to attach supplementary tax and
shipping tracking data (Level 2/3) to the transaction.
7. Do the following depending on what appears on your computer screen (or the
PINpad if connected):

50
If the Host response page opens on your computer screen, continue at step 8.
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7

Virtual Terminal
If the SWIPE CARD prompt or SWIPE OR INSERT CARD or (iPP320 only) the
SWIPE, TAP OR INSERT CARD prompt appears on the PINpad:
a. Enter the card data on the PINpad. (Refer to the "Cardholder Prompts on
the PINpad" procedure.)
b. Do the following depending on what appears on the PINpad:


If APPROVED THANK YOU OBTAIN CARD appears on the PINpad, the
cardholder should ensure that they have their card.
If APPROVED THANK YOU REMOVE CARD appears on the PINpad, you or
the cardholder remove the chip card from the chip reader.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


To process receipts without reversing an associated loyalty transaction, refer
to the "Receipt Processing" procedure.
To process receipts and reverse an associated loyalty transaction, continue in
the "Reversing Loyalty Transaction Associated with Refunded Financial
Transaction" procedure beginning at step 2.
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7
Virtual Terminal
7.1.6
Independent Refund with Debit/Credit Card
The debit/credit Independent Refund transaction credits an amount to a card or account
without referencing any existing e-Select Plus transaction. Because there is no e-Select
Plus transaction to reference, you will need to input or capture the Card data to process
the Independent Refund.
The independent refund may be used to refund more than the original purchase, but a
payment card will be required for the transaction.
Note: The Independent Refund transaction may or may not be supported on your store.
If independent refund does not appear as a selectable item on your Terminal submenu bar, it means the transaction is not supported on your store. If you wish to
have the Independent Refund temporarily enabled (or re-enabled), please have the
person authorized to make changes on the merchant account contact Moneris
Solutions.
• If the Vault feature is enabled on your store and you wish to retrieve
Payment details from a Vault profile, you will be required to enter that
profile’s unique Data Key (generated when the profile was created).
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on independent refund in the sub-menu bar.
The Independent Refund page opens.
3. Select a Payment method from the drop-down list. (Refer to the "Selecting a
Payment Method" procedure.)
4. Fill in as required the Payment Details fields that appear (as determined by the
Payment method selected):
Note: Mandatory fields are bolded on the Merchant Resource Center interface.


Credit Card: Refer to the "Entering Payment Details: Credit Cards" procedure.
Debit Card: Refer to the "Entering Payment Details: Debit Cards" procedure.
Note: If a Visa Debit card is used, refer to the above procedure for entering credit
card Payment details.

Vault Profile (may use credit/debit card): Refer to the "Entering Payment
Details: Vault Profiles" procedure.
5. Depending on the Payment method selected, do one of the following:

52
If any one or combination of -Keyed or -Keyed Entry or Vault Profile- is
selected:
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7
Virtual Terminal
a. Click the Process Transaction button.
b. Continue at step 6.

If any one of -Pinpad or -MSR is selected, refer to the appropriate column
below:
Swipe (PINpad)
6.
Insert (PINpad)
Swipe (MSR)
Tap (PINpad)
a.
Click the Swipe
Card button on
your computer
screen.
a.
Click the Swipe
Card button on
your computer
screen.
a.
Click the Swipe
Card button on
your computer
screen.
a.
Click the Swipe
Card button on
your computer
screen.
b.
When SWIPE
CARD or SWIPE
OR INSERT CARD
appears on the
connected
PINpad, the card
must be swiped
on the PINpad.
(Refer to the
"Cardholder
Prompts on the
PINpad"
procedure.)
b.
When the
"swipe credit
card" (or similar)
message
appears on your
computer
screen, swipe
the card on the
connected
dedicated
magnetic stripe
reader.
b.
When SWIPE OR
INSERT CARD
appears on the
connected
PINpad, the card
must be inserted
into the PINpad.
(Refer to the
"Cardholder
Prompts on the
PINpad"
procedure.)
b.
c.
c.
c.
c. Continue
below at step 6.
Continue below
at step 6.
Continue below
at step 6.
When SWIPE, TAP
OR INSERT CARD
appears on the
connected PINpad
(iPP320), the card
must be tapped or
waved over the
PINpad's display
screen. (Refer to
the "Cardholder
Prompts on the
PINpad"
procedure.)
c.
Continue below at
step 6.
Wait for the APPROVED response from e-Select Plus to appear on your computer
screen.

If APPROVED THANK YOU REMOVE CARD appears on the PINpad, you or the
cardholder remove the chip card from the chip reader.
The Host's response page opens on your computer screen.
7. Process receipts. (Refer to the "Receipt Processing" procedure.)

To reverse a non-referenced loyalty transaction, refer to the "Loyalty
Independent Refund with Loyalty Card" procedure.
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Virtual Terminal
7.1.7
Pre-Authorization with Debit/Credit Card
The Pre-Authorization ( Pre-Auth) reserves an amount on a credit card. The Pre-Auth is
used to accept payment for goods and services to be shipped at a later date. The hold
time on funds is managed by the issuing card provider. This transaction will not appear
on the cardholder's statement.
Note: Some debit chip cards may be used for this transaction.
Important!
transaction.
The Pre-Auth must be completed or reversed at later time with a Capture
Note:
•
If a purchasing card is used, and your store is enabled for the Level 2/3
Reporting feature, you will be prompted to enter the Level 2/3 data
during the Capture transaction.
•
If the Vault feature is enabled on your store and you wish to retrieve
Payment details from a Vault profile, you will be required at step 4 to
enter that profile’s unique Data Key (generated when the profile was
created).
•
If the Loyalty feature is enabled on your store, you will be given the option
to enter a loyalty card (i.e., do a loyalty Pre-Auth) following the
transaction.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on preauth in the sub-menu bar.
The Preauthorization page opens.
3. Select a Payment method from the drop-down list. (Refer to the "Selecting a
Payment Method" procedure.)
4. Fill in as required the transaction fields that appear:
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
a. Depending on the Payment method selected in step 3, refer to the
appropriate procedure:
Note: If a Visa Debit card is used, refer to the procedure for entering credit card
Payment details.


54
Credit Card: Refer to the "Entering Payment Details: Credit Cards"
procedure.
Vault Profile (may use credit/debit card): Refer to the "Entering Payment
Details: Vault Profiles" procedure.
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Virtual Terminal
b. If the Address Verification section appears, fill in the associated data fields as
required. (Refer to the "Entering Address Verification Details" procedure.)
c. (Keyed entry only) If the Add Order Details button appears, optionally attach
Order details to the transaction. (Refer to the "Adding Order Details"
procedure.)
d. Continue at step 5.
5. Depending on the Payment method selected, do one of the following:

If any one or combination of -Keyed or -Keyed Entry or Vault Profile is
selected:
a. Click the Process Transaction button.
b. Continue at step 6.

If any one of -Pinpad or -MSR is selected, refer to the appropriate column
below:
Swipe (PINpad)
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the connected
PINpad, the card must be
swiped on the PINpad.
(Refer to the "Cardholder
Prompts on the PINpad"
procedure.)
c.
Swipe (MSR)
a.
Click the Swipe Card
button.
b.
When the "swipe credit
card" (or similar) message
appears on your computer
screen, swipe the card on
the connected dedicated
magnetic stripe reader.
c.
Insert (PINpad)
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE OR INSERT
CARD appears on the
connected PINpad, the card
must be inserted into the
PINpad. (Refer to the
"Cardholder Prompts on
the PINpad" procedure.)
c.
Continue below at step 6.
Continue below at step 6.
Continue below at
step 6.
6. Wait while e-Select Plus communicates with the Moneris Host.

If APPROVED THANK YOU OBTAIN CARD appears on the PINpad, the
cardholder should ensure that they have their card.
 If APPROVED THANK YOU REMOVE CARD appears on the PINpad, you or the
cardholder remove the chip card from the chip reader.
The Host's response page opens.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


To process receipts without allocating points to a loyalty card, refer to the
"Receipt Processing" procedure.
To process receipts and allocate loyalty points to a loyalty card:
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a. Click the Loyalty button that appears in the Action Items section of the
page.
b. Continue in the "Pre-Authorization with Loyalty Card" procedure
beginning at step 3.
8. Ensure that the Pre-Auth is completed or reversed with a Capture transaction.
(Refer to the "Capture with Loyalty Card" procedure.)
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7
7.1.8
Virtual Terminal
Re-Authorization with Debit/Credit Card
The Re-Authorization transaction is used in scenarios where you need to capture a part
of the original Pre-authorization now and then the rest at a later date. The option to
process the Re-Auth transaction is available only if the original Pre-Authorization was
captured for an amount that is less than the original authorization transaction.
Examples: Scenario 1: A split shipment for a large order. Scenario 2: A customer has
purchased 10 items but only 6 are currently in stock with the remaining 4 items being on
a 6-week back-order waiting list. To ensure that you are paid for the 6 that can be
shipped at this time, you do a Capture transaction for the cost of those 6 items and the
remaining balance will be returned to cardholder’s "open-to-buy." In order to collect
payment for the last 4 items you will use the Re-authorize transaction to obtain a new
Pre-Authorization based on the data from an original credit Pre-Authorization
transaction.
To process the Re-Auth transaction:
1.
Retrieve the original Pre-Auth or Capture transaction by generating a
debit/credit Transactions report. (Refer to the "Transactions Report: Debit Credit"
procedure.)
Note: You may use the Order ID of the original Pre-Auth or Capture as the only
search criterion to retrieve the transaction.
2. From the transactions listed, identify the original Pre-Auth or Capture
transaction. (This is the transaction from which the card data will be used to
process the Re-Auth.)
3. Click the Order ID hyperlink of the original Pre-Auth transaction to open its Order
History page.
4. Go to the Action Items section, and click the Reauth button.
5. When the Reauth transaction page opens, do the following:
a. Optionally fill in the Reauth Order ID field. (Refer to the "Entering Payment
Details: Order ID / Customer ID" procedure.)
Note: The Re-Authorization will have a different Order ID than the
original Pre-Auth and Capture transactions.
b. Key the Re-Authorization transaction amount into the Amount field.
6. Click the Process Transaction button.
7. Process receipts. (Refer to the "Receipt Processing" procedure.)
8. Ensure that the Re-Auth is completed or reversed with a subsequent Capture
transaction. (Refer to the "Capture" procedure.)
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Virtual Terminal
7.1.9
Capture with Debit/Credit Card
The Capture completes a previously processed Pre-Authorization transaction. Because
the Capture completes an existing transaction (the Pre-Auth), it is also referred to as a
"follow-on" transaction. The amount being captured may be less than, equal to, or
greater than the amount that was pre-authorized.
The Capture may also be used to reverse a Pre-Authorization transaction if a $0.00 dollar
value is keyed into the Amount field.
Note:
Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1.
Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on capture in the sub-menu bar.
The Capture page opens.
3. Locate the Order ID on the Pre-Auth receipt, and key it into the Order ID field.
Note: If you have only a partial ID, select the begins with or ends with radio
button.
4. Click the Locate Transaction button.
The Transaction Details page opens.
5. Key the Capture amount into the Amount field. (If 0.00 is keyed in, the Pre-Auth
will be reversed.).
6. Take the following action depending on what appears on your screen:


If the Add Level 2/3 Details button appears, click it if you wish to attach
supplementary tax and shipping tracking data to the transaction. (Refer to
the "Entering Level 2/3 Details" procedure.)
OR
Click the Process Transaction button, and continue at step 7.
If a "security warning" dialog box appears asking you whether you want to
block the download of software components, click the No button to allow the
download to proceed. (This dialog box may appear if the original Pre-Auth
was processed using an iPP320 PINpad.) If an iPP320 PINpad is attached,
PLEASE WAIT will appear on this device.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


58
To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To process receipts and award loyalty points that were allocated for the PreAuth:
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7
Virtual Terminal
a. Click the Loyalty button that appears in the Action Items section of the
page.
b. Continue in the "Capture with Loyalty Card" procedure beginning at step
3.
7.1.10
Voice Authorization with Debit/Credit Card
The Voice Authorization is used to charge an amount to a credit card once an
Authorization number has been obtained from an IVR or equivalent terminal.
Note:

Mandatory fields are bolded on the Merchant Resource Center interface.

Some debit chip cards may be used for this transaction.
If the Loyalty feature is enabled on your store, you will be given the option to enter a
loyalty card (i.e., do a loyalty Purchase) following the transaction.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on voice auth in the sub-menu bar.
The Voice Authorization / Advice page opens.
3. Select a Payment method from the drop-down list. (Refer to the "Selecting a
Payment Method" procedure.)
4. Fill in as required the Payment details fields that appear. (Refer to the "Entering
Payment Details: Credit Cards" procedure.)
Note: If entering a debit chip card, follow this procedure. (Some debit chip cards
may be used for this transaction.)
5. Depending on the Payment method selected, do one of the following:

If any one or combination of -Keyed or -Keyed Entry is selected:
a. Click the Process Transaction button.
b. Continue at step 6.

If -MSR is selected, refer to the table below:
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Virtual Terminal
Swipe (MSR)
a.
Click the Swipe Card button on your computer screen.
b.
When the "swipe credit card" (or similar) message
appears on your computer screen, swipe the card on
the connected dedicated magnetic stripe reader.
c.
Continue below at step 6.
6. Wait while e-Select Plus communicates with the Moneris Host.
The Host's response page opens.
7. Depending on your requirements, do one of the following:


To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To process receipts and award loyalty points:
a. Go to the Action Items section on the page, and click the Loyalty button.
b. Continue in the "Purchase with Loyalty Card" procedure beginning at step
3.
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7.2
Virtual Terminal
Cash Transactions
The following cash transactions may be initiated from the Terminal sub-menu:

Purchase (Refer to "Purchase with Cash.")

Refund (Refer to "Refund with Cash.")
7.2.1
Purchase with Cash
Sale of goods/services using cash.
Note: If entering a debit chip card, follow this procedure. (Some debit chip cards may be
used for this transaction.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on purchase in the sub-menu bar.
The Purchase page opens.
3. Go to the Payment Method section, and select Cash from the drop-down list.
The page may reload.
4. Go to the Payment Details section, and do the following:
a. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to the
"Entering Payment Details: Order ID / Customer ID" procedure.)
b. Fill in as required the transaction fields that appear:



Amount: Key in the Purchase amount (#.##).
Amount Tendered: Key in the dollar amount (#.##) tendered by the
customer.
Change Due: This field will populate with the dollar amount owed to the
customer (= Amount Tendered - Purchase Amount).
Note: If a negative value appears in the Change Due field, it means the amount that
you keyed into the Amount Tendered field is too small and must be re-keyed.
5. Click the Complete button.
6. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To process receipts and award loyalty points:
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Virtual Terminal
a. Go to the Action Items section of the page, and click the Loyalty (or Add
Loyalty) button.
b. Continue in the "Purchase wish Loyalty Card" procedure beginning at step
3.
7.2.2
Refund with Cash
The Refund transaction reverses a cash Purchase.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on refund in the sub-menu bar.
The Refund page opens.
3. Locate the Order ID on the original transaction receipt, and key it into the Order
ID field.
Note: If you have only a partial ID, select the begins with or ends with radio
button.
4. Click the Locate Transaction button.

If a transaction list appears, click the Refund button beside the transaction to
be reversed.
5. Key the Refund amount into the Amount field.
6. Click the Process Transaction button.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following:


62
To process receipts without reversing an associated loyalty transaction, refer
to the "Receipt Processing" procedure.
To process receipts and reverse an associated loyalty transaction, continue in
the "Reversing Loyalty Transaction Associated with Refunded Financial
Transaction" procedure beginning at step 2.
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7.3
Virtual Terminal
Hardware Transactions
If your store is enabled for card-present chip transactions, the following transactions
may be initiated from the Terminal sub-menu:

Chip Report (Refer to the "Chip MC Report" procedure.)

Chip Initialization (Refer to "Chip Initialization.")
7.3.1
Chip MC Report
Initiate this transaction to generate a report about the last MasterCard chip transaction.
Note: This is not a financial transaction.
To generate the report:
1. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
2. Click on chip report in the sub-menu bar.
The page reloads; the MC report is generated.
3. The procedure is complete.
7.3.2
Chip Initialization
The Chip Initialization function is used to initialize a connected PINpad enabled for
POSPAD so that it can be used to enter cards at the POS.
Note: Chip Initialization is not a financial transaction.

7800 PINpad: To initialize a 7800 PINpad, refer to the “Initializing the 7800
PINpad: POSPAD Enabled” procedure.

iPP320 PINpad: To initialize an iPP320 PINpad, refer to the "Initializing the
iPP320 PINpad" procedure.
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Post-Transaction Tasks
8.1
Receipt Processing
E-mail and/or print receipts depending on the transaction that was processed.
1.
If the transaction is any one of ACTIVATION or CAPTURE or DEACTIVATION or PREAUTHORIZATION or RE-AUTHORIZATION or PURCHASE or REDEMPTION or VOICE
AUTH, do the following:
If the cardholder is not present
a.
b.
E-mail a receipt to the cardholder. (Refer
to the "E-mailing a Receipt" procedure.)
OR
Print a receipt, and send it to the
cardholder. (Refer to the "Printing a
Receipt" procedure.)
If the cardholder is present
a.
If a signature line appears, the cardholder
signs one copy of the receipt.
If VERIFIED BY PIN appears, simply retain
one copy of the receipt for your records.
Print a receipt to retain for your records.
b.

Print two copies of the receipt.
Give the cardholder the other copy.
If the transaction is a REFUND (including an INDEPENDENT REFUND) or VOID, do
the following:
If the cardholder is not present
a.
b.
64
E-mail a receipt to the cardholder.
(Refer to the "E-mailing a Receipt"
procedure.)
OR
Print a receipt, sign it (if a signature line
appears), and send it to the cardholder.
(Refer to the "Printing a Receipt"
procedure.)
If the cardholder is present
a.
Print two copies of the receipt.
b.
Sign one copy (if a signature line appears),
and give this copy to the cardholder.
c.
Retain the other copy for your records.
Print a receipt to retain for your records.
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8
8.1.1
Post-Transaction Tasks
Printing a Receipt
Once a financial transaction has been processed (or you open a page containing the
order history or the details of a transaction), e-Select Plus gives you the option to print a
receipt.
To print a receipt:
1. Go to directly to the Action Items section if it appears.
OR
Click the Order ID link to open the Order History page, and then go to the Action
Items section.
2. Click the Print Receipt - 3x6 button (to print a small version on receipt printers).
OR
Click the Print Receipt 8x11 button (to print a larger version on regular printers).
The Receipt page opens, and...
...the Print dialog box also opens.
3. Select a printer, and click the Print button in the Print dialog box.
The dialog box closes, and the receipt is prints.
4. The procedure is complete.
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Post-Transaction Tasks
8.1.2
E-mailing a Receipt
Once a financial transaction has been processed (or you open a page containing the
order history or the details of a transaction), e-Select Plus gives you the option to e-mail a
receipt to the cardholder.
To e-mail a receipt:
1. Go directly to the Action Items section if it appears.
OR
Click the Order ID link to open the Order History page, and then go to the Action
Items section.
2. Click the Send E-Mail Receipt button.
The Email Receipt page opens.
3. Type the e-mail address of the recipient (if no address appears already) into the
Email Address field.
4. Click the Send Receipt & Close button.
The window closes, and the receipt is sent to the recipient.
5. The procedure is complete.
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8.2
Post-Transaction Tasks
Action Items and Follow-Ons
The table below lists transactions that may be initiated after the submission/processing
of the original or "parent" transaction. Except for the actions listed in the "Any
Transaction" row, not every transaction listed in the table will be applicable.
The procedures here describe transactions that may be initiated directly from an Order
History page:
Any transaction
Debit/Credit

E-mail receipt: Click the Send Email Receipt button in the Action
Items section, and continue in the "E-mailing a Receipt" procedure
beginning at step 2.

Print receipt: Click the Print Receipt -#x# button in the Action Items
section, and continue in the "Printing a Receipt" procedure
beginning at step 2.

Capture: Click the Capture button in the Action Items section, and
continue in the "Capture with Debit/Credit Card" procedure
beginning at step 5.

Re-Auth: Click the Reauth button in the Action Items section, and
continue in the "Re-Authorization with Debit/Credit Card" procedure
beginning at step 5. [ 5 ] (Applies only for credit transactions)

Void: Click the Void button in the Action Items section, and continue
in the "Void with Debit/Credit Card" procedure beginning at step 5.

Refund: Click the Refund button in the Action Items section, and
continue in the "Refund with Debit/Credit Card" procedure
beginning at step 5.

Level 2/3 Details (viewing): Click the Level 2/3 Details button.

Refund: Click the Refund button in the Action Items section, and
continue in the "Refund with Gift Card" procedure beginning at step
5.

Void: Click the Void button in the Action Items section, and continue
in the "Void with Gift Card" procedure beginning at step 5.
Gift
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Post-Transaction Tasks
8.2.1
Associated Transactions
An "Associated" transaction is a gift or loyalty transaction that is linked to at least one
other transaction under one or more of the following circumstances: 1) Split-Tender; 2) A
card Activation fee paid; 3) Loyalty points updated (i.e., awarded or removed).
To view a list of transactions that are linked to each other:
1. Go to the Action Items section of an Order History page, and click the Associated
Transactions button.
Another Order History page (i.e., a "collective" Order History) listing all linked
transactions opens.
2. The following actions may be taken from this "collective" Order History page:



68
To view the individual Order History of any linked transaction (and optionally
initiate applicable follow-on transactions), refer to "Order History."
To e-mail a receipt that includes receipt data for all linked transactions, refer
to the "E-mailing a Receipt" procedure.
To print a receipt that includes receipt data for all linked transactions, refer to
the "Printing a Receipt" procedure.
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9
Optional Procedures
This section contains procedural information regarding options that you may select
when you are processing financial transactions or generating reports.
The following optional procedures appear in this guide:

Adding Level 2/3 Data (Refer to the "Adding Level 2/3 Data procedure.)

Adding Address Verification Details (Refer to the "Entering Address Verification
Details" procedure.)

Adding Order Details (Refer to the "Adding Order Details" procedure.)

Adding Customer Details (Refer to the "Adding Customer Details" procedure.)

Balance or Fee Due (Refer to the "When a Balance or Fee is Due" procedure.)

Exporting Transactions to File (Refer to the "Exporting Transactions to File"
procedure.)

Multiple Action Items Processing (Refer to the "Multiple Action Item Processing"
procedure.)

Order History - viewing of (Refer to the "Order History" procedure.)

PINpad Prompting

Language - selecting (Refer to the "Language Selection" procedure.)

Application - selecting (Refer to the "Application Selection" procedure.)

Tip - Percentage/dollar Amount (Refer to the "Entering a Tip: Percentage or
Dollars" procedure.)

Tip - Dollar Amount (Refer to the "Entering a Tip: Dollar Amount" procedure.)

Account - selecting (Refer to the "Account Selection" procedure.)
PIN - entering (Refer to the "PIN Entry" procedure.)

Payment Details Entry

Order ID / Customer ID (Refer to the "Entering Payment Details: Order ID /
Customer ID" procedure.)

Credit Card Details (Refer to the "Entering Payment Details: Credit Cards"
procedure.)

Debit Card Details (Refer to the "Entering Payment Details: Debit Cards"
procedure.)
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Post-Transaction Tasks

70
Vault Profile Details (Refer to the "Entering Payment Details: Vault Profiles"
procedure.)

Recurring Transaction Details
(Refer to the "Entering Recurring Transaction Details" procedure.)

Search Criteria for Reports

Transactions Criteria, for Transactions report, Vault report, and Recurring
report (Refer to the "Criteria for Reports: Transactions / Vault / Recurring /
Gift / Loyalty" procedure.)

Batch criteria, for Batches report (Refer to the "Search Criteria for Batches
Report" procedure.)

Managing Recurring Transactions criteria
(Refer to the "Search Criteria for Managing Recurring Transactions"
procedure.)
e-Select Plus Merchant Resource Center USER GUIDE (Canada)
9
9.1
Optional Procedures
Entering Level 2/3 Details
Attach Level 2/3 data to enhance transactional information with detailed line item and
taxation information (purchasing cards only). These additional details appear on the
cardholder credit card statement and are used for corporate tracking purposes.
1. When the Destination Postal Code field appears, do the following: If the
product/service is being shipped/rendered within Canada, key the destination
Postal code into the field.
Note: If the product/service is shipping internationally, leave the field blank so
that no taxes are added to the charge total.
2. Click the Continue button, and fill in additional fields as applicable.
3. If you are unsure about the amount to be captured, leave the Amount field blank;
otherwise, key the amount into the field.
Note: If the Capture amount is for less than the Pre-Auth amount, the remainder
will still be available to be captured at a later time. However, if the
Capture amount is greater than the Pre-Auth amount -- even by a cent -this transaction cannot be captured again.
4. Go to the Addendum 1 Details section, and fill in the following fields if they
appear:
Note: This section is also referred to as "the Level 2 details," which define the
breakdown of freight and duty amounts as well any reference numbers
pertaining to the transaction.









Customer Code: This field can contain a unique value to identify the client.
The field can contain both letters and numbers and be a maximum of 17
characters.
Customer Reference Identifier: This field can contain a unique value to
identify the client. This field can be a maximum of 17 characters.
Destination Country: The country where goods will be delivered. If a valid
Canadian postal code has been specified on the previous page, this field will
already be populated.
Destination Postal Code: The Postal code or Zip code where goods will be
delivered. This field can be a maximum of 10 characters.
If a valid Canadian postal code was specified on the previous page, this field
will already be populated.
Freight Amount (incl. taxes): The shipping cost including all taxes. Must
contain 2 decimal places (i.e. 0.01) and can be a maximum of 9 characters.
Duty Amount: The duty on the total purchase amount. Must contain 2
decimal places (i.e. 0.01) and can be a maximum of 9 characters.
Supplemental Data: This field can be used to provide additional data for the
corporate customer. This field can be a maximum of 17 characters.
VAT Reference Num: This field can contain a unique Value Added Tax Invoice
Reference Number. This number can be a maximum of 17 characters.
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Optional Procedures
5. If the Tax Details section appears, fill in the following fields if they appear.
Note: The tax details section appears if a valid Canadian postal code was
entered. This section may include the GST amount and the PST or QST
amount, based on the destination/ship-to province.

Invoice Tax Exempt: YES NO: Select YES or NO to specify whether the entire
order is exempt from both GST and PST/QST.
Note: If NO is selected, the GST Amount and/or PST/QST Amount fields must
contain an amount greater than 0.00 but less that 30% of the total
order amount.


GST Amount: The total Goods and Services Tax of the order. This amount
must contain 2 decimal places (i.e. 0.01 and can be a maximum of 9
characters).
PST Amount / QST Amount: The total Provincial Sales Tax/Quebec Sales Tax of
the order. This amount must contain 2 decimal places (i.e. 0.01 and can be a
maximum of 9 characters).
6. If the Line Item section appears, fill in the following fields:
Note: This section is also known as the "Level 3 details," which breaks down the
total costs of each item/service as well as the breakdown of the cost of each
unit.







7.
Product Code: Specify an alphanumeric code for this line item. If the order has
a Freight/Shipping line item this field can specify "Freight/Shipping". If the
order has a Discount line item, this field can be "Discount". Maximum length
of the field is 10.
Description: This is the description of this particular line item. The description
may be up to 30 characters long and may contain letters and numbers.
Quantity: This is the number of this particular line item. The maximum
length of the field is 4 and only full amounts are accepted.
Unit Measure: This defines the measure that the price is based on (i.e. each,
metre, litre, etc.). Select the appropriate unit of measure from the drop-down
list.
Unit Cost: This is the line item cost per unit. It must contain 2 decimal places
(i.e. 0.01) and can be a maximum of 9 characters.
Discount on unit cost: The Discount Amount defines the full Unit Cost but
allows the customer a discount on each unit. This field may be left blank, or it
must contain 2 decimal places and can be a maximum of 9 characters.
Tax Exempt for Line Item (GST/PST/QST): Specifies whether this particular
line item is exempt from either GST or PST/QST, or both.
Click the Add Line Item button.
The page reloads; the new line item appears in the list.
8. Repeat these steps 1 to 5 for each line item to be added.
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Optional Procedures
9. To recalculate the total Capture amount so that it includes GST and PST/QST
amounts (if applicable), click Calculate Totals button.
The page reloads; the new total appears in the Amount field.
10. Refer back to the transaction procedure.
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Optional Procedures
9.2
Adding Order Details
Use the Add Order Details option to attach additional details to a credit Purchase or PreAuth transaction. Additional details include data such as the customer's billing and
shipping address, tax amounts, special instructions, an e-mail address.
The Add Order Details option is available only for manually entered or MSR-swiped
transactions.
Note: The option to Add Order Details may be available for some debit chip cards.
Important!
Order details are for receipt purposes only; they do not appear on
cardholder statement.
e-Select Plus does not perform any calculations based on the data sent in the Order
Details fields: The total amount billed to the cardholder is exactly the same as what is
keyed into the Amount field.
It is your responsibility to have the Amount reflect the total of the line items, shipping,
and taxes.
To add Order details:
1. Click the Add Order Details button.
The page reloads, and the Order details fields appear.
2. Go to the Order Details section, and key the customer data into the Billing Details
fields:

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If the customer's Shipping details are the same as the Billing details, select
the Check if Shipping address is the same as Billing address checkbox, and
jump to step 3; otherwise, continue with step 2.
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Optional Procedures
3. Go to the Shipping Details column (Order Details section), and key shipping data
into these fields:
4. Key the customer's e-mail address into the Email Address field, and include any
special instructions in the Special Instructions field.
Note: If you key in the client's e-mail address in this field, you will not need to key
it in again should you choose to e-mail a receipt to the client following
completion of the transaction.
5. Go to the Line Items section, and key in the data:

If there are more items to add, click the Add Items button to create additional
fields, and then key the data into those fields.
6. Key in the data for the Taxes and Shipping section:



Shipping/Freight
Tax 1
Tax 2
7. Refer back to the transaction procedure.
To remove all supplementary Order details:
1. Click the Remove Order Details button.
The page reloads, and the details are removed.
2. Refer back to the transaction procedure.
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Optional Procedures
9.3
Adding Customer Details
Use the Customer Details option to attach additional customer-related information
about a Recurring transaction. Customer data include First name, Last name, Company,
Address, City, etc.
Note: This option is available for select transactions.
To add Customer Details:
1. Click the Add Customer Details button.
The page reloads with Customer Details fields.
2. Fill in as many fields as desired:










First Name:
Last Name:
Company:
Address:
City:
State/Prov:
Postal Code:
Country:
Phone:
Fax:
3. Refer back to the transaction procedure.
To remove Customer Details:
1. Click the Remove Customer Details button.
The page reloads, and the details are removed.
2. Refer back to the transaction procedure.
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9.4
Optional Procedures
When a Balance or Fee is Due
A Balance (or Fee) Due condition occurs when a gift/loyalty card has insufficient funds
required for the transaction, or a fee is required (e.g., for activating and loading a card).
To proceed with the transaction:
1. Click the Continue button.
2. Select a Payment method from the drop-down list (Refer to the "Selecting a
Payment Method" procedure.)
3. Depending on the Payment method selected, follow one of these procedures as
appropriate:
Note: The available payment methods depend on the gift/loyalty program for
which the store is enabled.




9.5
Credit/Debit: Continue in "Purchase with Debit/Credit Card" beginning at
step 4.
Gift: Continue in "Purchase with Gift Card" beginning at step 4.
Loyalty: Continue in "Manual Redemption with Loyalty Card" beginning at
step 4.
Cash: Continue in "Purchase with Cash" beginning at step 5.
ECI Selection
A required step for some financial transactions, you must select an ECI (E-Commerce
Indicator). The ECI defines how the Card number was obtained from the cardholder. As
a general rule, an ECI must be attached to a financial transaction if the Card data is
manually entered.
To select an ECI:
1.
Go to the ECI drop-down list, and select one of the following Transaction
descriptors:





M - Manually Keyed Card Present:
0 - Not an electronic commerce transaction:
1 - Mail/Telephone Order - Single: Cardholder provides credit card details via
phone or on paper. Authorizes the use of the card for one payment.
2 - Mail/Telephone Order - Recurring: Cardholder provides credit card details
via phone or on paper. Authorizes the use of the card for multiple payments
processed at predetermined intervals.
3 - Mail/Telephone Order - Instalment: Cardholder provides credit card
details via phone or on paper. Authorizes the use of the card for a single
payment of goods or services billed to the card in multiple segments over a
period of time.
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




4 - Mail/Telephone Order - Unknown classification: Cardholder provides
credit card details via phone or on paper. Transaction type is unknown at
time of authorization – may be one time or multiple payments.
5 - Authenticated E-commerce Transaction (VBV/MCSC): Applicable to ecommerce transactions whereby the cardholder provides their card data over
the Internet on a secure site and authenticates their identity via Verified by
Visa/MasterCard SecureCode.
6 - Non Authenticated E-commerce Transaction (VBV/MCSC): Applicable to ecommerce transactions whereby the cardholder provides their card data over
the Internet on a secure site and attempts to authenticate their identity via
Verified by Visa/MasterCard SecureCode.
7 - SSL Transaction (Not Authenticated): Applicable to e-commerce
transactions whereby the cardholder provides their card data over the
Internet on a secure site.
8 - Non-Secure Transaction - Web or E-mail based: Applicable to e-commerce
transactions whereby the cardholder provides their card data on an
unsecured website or via e-mail.
2. Refer back to the transaction procedure.
9.6
Exporting Transactions to a File
Use the Export Transactions to File function to save and export transaction report data
to a single text file. Content results in the text file are rendered in Comma Separated
Value (CSV) format so that they can be imported to another application (e.g.,
spreadsheet software) for data manipulation.
To generate this file, you must first be viewing the Transaction Summary page of a
transactions report.
To export transaction data to a file:
1. Click the Export Transactions to File button on the Transaction Summary page.
The File Download dialog box opens.
2. Click the Save button.
The Save As dialog box opens.
3. Select the save-the-file-to location, (modify the file name if necessary), and then
click the Save button.
The text file saves to the selected location on your drive. (All content of the file is
saved in CVS format.)
4. The procedure is complete.
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9.7
Optional Procedures
Selecting a Payment Method
The Payment method (sometimes called "Transaction method") that you select (e.g.,
Credit or Debit/Credit or Vault Profile or Gift or Loyalty) determines the types of data
fields that you will be required to complete.
Note: The Payment method options from which you may opt to select vary depending on
the transaction being processed.
The associated Card Entry method that you select (e.g., -Keyed -Pinpad or -MSR or Mag
Swipe Reader) determines whether there are additional steps that you or the
cardholder/customer may be required to take (e.g., such as swiping the card).
1. Refer to the appropriate Card Entry method procedure
Debit/Credit



Credit card: Refer to the "Card Entry Options: Credit" procedure.
Debit card: Refer to the "Card Entry Options: Debit" procedure.
Vault profile: Refer to the "Card Entry Options: Vault" procedure.
Gift/Loyalty


Gift card: Refer to the "Card Entry Options: Gift" procedure.
Loyalty card: Refer to the "Card Entry Options: Loyalty" procedure.
2. Refer back to the transaction procedure.
9.7.1
Card Entry Options: Credit
1. The following credit options may be available on your Payment Method dropdown list. Select one:
Note: The options appearing in the list depend on the features for which your
store is enabled and the type of transaction that you are processing.

Credit Card - Keyed Entry: Select to capture card data by keying them directly
into the appropriate field(s) on the transaction page.
Note: Some debit chip card numbers may be manually entered instead of a
credit card number.


Credit Card - MSR: Select to capture credit card data by swiping a credit card
on a magnetic stripe reader.
Debit/ Credit Card - Pinpad: Select to capture credit card data by inserting or
swiping or tapping the credit card on the connected PINpad.
2. Refer back to the previous procedure.
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9.7.2
Card Entry Options: Debit
1. The following debit options may be available on your Payment Method dropdown list. Select one:
Note: The options appearing in the list depend on the features for which your
store is enabled and the type of transaction that you are processing.

Credit Card - Keyed Entry: Select to capture card data by keying them directly
into the appropriate field(s) on the transaction page.
Note: Select this option only if the debit card supports manual entry.


Debit/Credit Card - Pinpad: Select to capture debit card data by inserting or
swiping or tapping the debit card on the PINpad.
Vault Profile - Keyed Entry: Select to retrieve Payment details from a Vault
profile. (You will be required to manually enter that profile’s unique Data
Key.)
2. Refer back to the previous procedure.
9.7.3
Card Entry Options: Vault Profile
1. From the Payment Methods drop-down list, select Vault Profile - Keyed Entry.
Note: You will be required to manually enter that profile’s unique Data Key.
2. Refer back to the previous procedure.
9.7.4
Card Entry Options: Gift
1. The following gift options may be available on your Payment Method (or Card
Input Method) drop-down list. Select one:
Note: The options appearing in the list depend on the features for which your
store is enabled and the type of transaction that you are processing.






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Keyed: Select to capture gift card data by keying them into the appropriate
field(s) on the transaction page.
Mag Swipe Reader: Select to capture gift card data by swiping the gift card on
a magnetic stripe reader.
Pinpad: Select to capture gift card data by swiping the gift card on a PINpad's
magnetic stripe reader.
Gift Card - Keyed: Select to capture gift card data by keying them into the
appropriate field(s) on the transaction page.
Gift Card - MSR: Select to capture gift card data by swiping the gift card on a
magnetic stripe reader.
Gift Card - Pinpad: Select to capture gift card data by swiping the gift card on
a PINpad's magnetic stripe reader.
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2.
Optional Procedures
Refer back to the previous procedure.
9.7.5
Card Entry Options: Loyalty
1. The following loyalty options may be available on your Payment Method (or Card
Input Method) drop-down list. Select one:
Note: The options appearing in the list depend on the features for which your
store is enabled and the type of transaction that you are processing. Some
of the options listed below may or may not appear in your drop-down list.






Keyed: Select to capture loyalty card data by keying them into the appropriate
field(s) on the transaction page.
Mag Swipe Reader: Select to capture loyalty card data by swiping the loyalty
card on a magnetic stripe reader.
Pinpad: Select to capture loyalty card data by swiping the loyalty card on a
PINpad's magnetic stripe reader.
Loyalty Card - Keyed: Select to capture loyalty card data by keying them into
the appropriate field(s) on the transaction page.
Loyalty Card - MSR: Select to capture loyalty card data by swiping the loyalty
card on a magnetic stripe reader.
Loyalty Card - Pinpad: Select to capture loyalty card data by swiping the
loyalty card on a PINpad's magnetic stripe reader.
2. Refer back to the previous procedure.
9.8
Payment Details Fields
The Payment method (e.g., credit or debit) determines what Payment fields are required
to be filled during a transaction.
Note: The procedures for entering the Order ID and/or Customer ID are included
in this section because these fields are common across most transactions.
(Refer to the "Entering Payment Details: Order ID/Customer ID" procedure.)

Credit card: Refer to the "Entering Payment Details: Credit Cards" procedure.

Debit card: Refer to the "Entering Payment Details: Debit Cards" procedure.

Vault profile (may use credit/debit card): Refer to the "Entering Payment Details:
Vault Profiles" procedure.
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9.8.1
Entering Payment Details: Order ID / Customer ID
The Order ID and Customer ID are used to track financial transactions.
Note: For Re-Auth transactions, the Order ID field is labelled as "Reauth Order ID."
To enter the ID(s) on the transaction page:
1. Fill in the Order ID field, but note that if no value is entered, a unique ID will be
generated automatically and attached to the transaction.
Note: If creating your own Order ID, ensure that it has never been used in the past.
The ID may be up to 50 characters long, it may contain letters and
numbers, and it may also contain the following special characters: -: . @
2. Optional: Fill in the Customer ID field.
Note: This field may be up to 30 characters long, it may contain letters and
numbers, and it may also contain the following special characters: -: @ $ =
/
3. Refer back to the previous procedure.
9.8.2
Entering Payment Details: Credit Cards
To enter the Payment details:
1. Go to the Payment Details section on the transaction page, and fill in as required
the data fields that appear:
a. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to the
"Entering Payment Details: Order ID / Customer ID" procedure.)
Note: Not applicable for Vault profile updates.
b. Fill in any other Payment Details fields if they appear:

Statement Descriptor: Key in any supplementary descriptive information
about the transaction (this information will appear on the cardholder's
credit card statement).
Note: Not applicable for registering a Vault profile or Recurring
transaction.

Customer Code: Key in a value to identify the client (this information will
appear on the cardholder's credit card statement).
Note: Not applicable for registering a Vault profile or Recurring
transaction.
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
Optional Procedures
Invoice Number: Key in a value to identify the transaction (this
information will appear on the cardholder's credit card statement)
Note: Not applicable for registering a Vault profile or Recurring
transaction.

Amount: Key in the dollar amount (#.##) of the transaction to be
processed.
Note:

Card Verification Digits: Key in the digits on the credit card's signature
line, which is located at the back (or in some cases on the front) of the
card. The Card Verification digits (CVD) are not part of the actual Account
number itself.
Note:

Applicable only for Voice Auth transactions.
Credit Card Number: Key in the personal Account number printed on the
card. Do not insert spaces when keying in the number. (Some debit chip
cards may be used in place of a credit card.)
Note:


Not applicable for Vault profile updates.
Auth Code: Key in the Authorization/Reference code of a transaction
previously authorized on an IVR or equivalent terminal.
Note:

Not applicable for Vault profile updates.
Applicable only if Keyed is selected as card entry method.
Card Number: Same as "Credit Card Number" above.
Expiry Date: Key in the Expiry date printed on the card.
Note:
Applicable only if keyed is selected as card entry method.
c. Continue at step 2.
2. If the ECI Indicator drop-down list appears, select an appropriate transaction
descriptor. (Refer to the "ECI Selection" procedure.)
Note: Applicable only if keyed is selected as a card entry method.
3. Refer back to the transaction procedure.
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9.8.3
Entering Payment Details: Debit Cards
To enter the Payment details:
1. Go to the Payment Details section on the transaction page, and fill in as required
the fields that appear:
a. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to the
"Entering Payment Details: Order ID / Customer ID" procedure.)
Note: Not applicable for Vault profile updates.
b. Fill in any other Payment Details fields if they appear:

Amount: Key in the dollar amount (#.##) of the transaction to be
processed.
Note: Not applicable for Vault profile updates.
c. Continue at step 2.
2. Refer back to the transaction procedure.
9.8.4
Entering Payment Details: Vault Profiles
To enter payment details from the Vault:
1. Go to the Payment Details section on the transaction page, and fill in as required
the data fields that appear:
a. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to the
"Entering Payment Details: Order ID / Customer ID" procedure.)
b. Identify the profile that you wish to retrieve, and key its unique Data key into
the Data Key field.
c. Click the Verify Data Key button.
Note:
If the profile is set to use a credit card, the Credit Card Number
and Expiry Date fields populate with the associated card data.
If the Address Verification Service feature is enabled and Address
data were entered when the profile was registered, the Address
Verification fields Address, Street Name, and Zip/Postal Code
populate with the Address data.
d.
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Fill in any other Payment Details fields if they appear:
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


Optional Procedures
Statement Descriptor: Key in any supplementary descriptive information
about the transaction. This information will be appended to the
transaction record appearing on the cardholder's credit card statement.
Amount: Key in the dollar amount (#.##) of the transaction to be
processed.
Card Verification Digits: Key in the digits on the credit card's signature
line, which is located at the back (or in some cases on the front) of the
card. These CVD digits are not part of the actual Account number itself.
Note: Applicable only if the Vault profile is set to use a credit card.
e. Continue at step 2.
2. If the ECI Indicator drop-down list appears, select an appropriate transaction
descriptor. (Refer to the "ECI Selection" procedure.)
3. Refer back to the transaction procedure.
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9.8.5
Entering Address Verification Details
This operation appends Address details to the transaction.
Note: It is strongly recommend that you include Address Verification (AVS) details with all
of your manually input transactions (MOTO/e-commerce). Doing so will ensure
transactions are qualifying at the best possible interchange rate and will minimize
costs to accept credit cards. If AVS is not present, the transaction may be assessed a
higher interchange fee.
To enter Address Verification details:
1. Go to the Address Verification section on the transaction page, and fill in as
required the data fields that appear on the transaction page:
Note: These fields may be pre-filled if data originates from a Vault profile.


Street Number: Key in the street number of the cardholder's mailing address.
(This number should be the same as that found on the cardholder statement
for the card being used.)
Street Name: Key in the street name of the cardholder's mailing address.
(This name should be the same as that found on the cardholder statement
for the card being used.)
Note: If this is a PO Box address, select the PO Box checkbox.

Zip / Postal Code: Key in the zip or postal code of the cardholder's mailing
address. (This number should be the same as that found on the cardholder
statement for the card being used.)
2. Refer back to the transaction procedure.
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9.8.6
Optional Procedures
Entering Recurring Transaction Details
To enter Recurring details:
1. Go to the Recurring Details section on the transaction page, and do the following:
a. Select a Bill Now radio button:


If you select YES (to begin billing right now), key the amount to be billed
into the Bill Now Amount field.
If you select NO (to begin billing later), you may opt to have a Card
Verification performed to obtain verification on card and address data.
(The Card Verification option is not available if the card data originates
from a Vault profile.)
To have a Card Verification performed during the Recurring transaction
registration process, select the Perform card verification checkbox.
Note: If the Card Verification results are negative (i.e., the card or address
data cannot be verified), the registration process will be aborted
and you will have to re-enter the required data.
b. In the Recurring Amount field, key the amount to be billed at the specified
Recur start time.
c. From the Start Date drop-down list, select the date on which billing is to
commence.
d. In the Recur Every field, key a number that defines the interval for a single
billing of the card. (E.g., If 8 is keyed in, billing will occur after eight
undefined periods of time have elapsed. The periods of time are defined in
step e.)
e. From the Recur Every drop-down list, select the time frame (e.g., day(s),
month(s), year(s)) that defines the interval of a single billing of the card. (E.g.,
If month(s) is selected, the card will be billed once every "X" number of
months. "X" is defined by what is keyed in for step d.)
f.
In the Number of Recurs field, key a number that defines how many times a
card should be billed not including the Bill Now option. (E.g., if 5 is keyed in, a
single billing will occur five times at whatever interval was specified for steps
d and e.)
2. Refer back to the transaction procedure.
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9.8.7
Entering Payment Details: Cash
1. Go to the Payment Details section on the transaction page, and fill in as required
the data fields that appear:
a. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to the
"Entering Payment Details: Order ID / Customer ID" procedure.)
b. Fill in the Payment Details fields as follows:


Amount: Key in the dollar amount (#.##) of the transaction to be
processed.
Amount Tendered: Key in the dollar amount (#.##) tendered by the
customer.
Note: The Change Due field automatically populates with the difference
between the Amount Tendered and the Amount values.
2. Refer back to the transaction procedure.
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9.9
Optional Procedures
Order History
An Order History page is created for every financial transaction that is processed on eSelect Plus. The Order History is associated with an Order ID, which is entered or
automatically generated at the time the transaction is being processed. (For instructions
on how to enter the Order ID, refer to "Entering Payment Details: Order ID / Customer
ID.")
Note: If the e-Fraud Protection features AVS and CVD are enabled (refer to "e-Fraud
Protection" for more information) and the required data were entered in the
appropriate field(s) at the time the transaction was processed, the validation
responses are displayed on the transaction's Order History page in the e-Fraud
Information area:
• AVS Result: (Address Verification Service) - Indicates the result of Address
Verification if it was performed at the time the transaction was processed.
This result indicates whether the street number, street name, or zip code
data match the data that the issuer has on file.
•
CVD Result: (Card Verification Digits) - Indicates the result of Card
Verification Digit authentication if it was performed at the time the
transaction was processed. This result indicates whether the 3 or 4-digit
CVD code, which usually appears on the back of the card on the signature
line, matches the code that the issuer has on file.
•
CVV Result: (Verified by Visa) - Indicates the issuer's response regarding
whether the CAVV value provided by the merchant is fully authenticated
and valid. The CAVV value provided by the merchant may be indicative of
data (e.g., a password) entered by the cardholder during an e-commerce
transaction. The authentication data are sent to the card issuer
independent of e-Select Plus.
If Level 2/3 data are attached to a transaction (refer to "Level 2/3 Reporting" for
more information), this data will be accessible from the Order History page. To
view the data, click on the Level 2/3 Details button on the Order History page.
The Order History records any Action Item and/or follow-on transaction referenced to
the original transaction.
To view a transaction's Order History page...
...From the Host Response page that opens following the submission of a transaction:
1. Click the Order ID hyperlink appearing on the transaction page.
2. For a listing of Action Items/applicable follow-on transactions that may be
initiated from the Order History page including the instructions on how to
initiate them), refer to "Action Items and Follow-Ons."
...From a Transaction Summary page of a report:
1. Generate a report. (Refer to the "Reports" section.)
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Optional Procedures
2. Click on the Order ID hyperlink of the transaction in question.
3. For a listing of Action Items/applicable follow-on transactions that may be
initiated from the Order History page (including the procedures for how to
initiate them), refer to "Action Items and Follow-Ons."
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Optional Procedures
9.10 Cardholder Prompts on the PINpad
1. The cardholder follows the prompts appearing on the external PINpad (iPP320 or
7800) subject to the following conditions:

iPP320: If the SWIPE, TAP, OR INSERT CARD prompt appears and the card is a
contactless card, the cardholder may tap their card over the display screen.
Note: If the card has a chip, it may alternatively be inserted into the chip
reader (if there is no chip, the card may be swiped).

iPP320/7800 PINpad: If the SWIPE OR INSERT CARD prompt appears and the
card has a chip on it, you or the cardholder must insert the card into the
PINpad's chip reader. (If the card does not have a chip, swipe the card
instead.)
Note: If the card is inserted, do not remove it from the chip reader unless the
REMOVE CARD prompt appears.

iPP320/7800: If SWIPE CARD appears, you or the cardholder must swipe the
card on the PINpad's magnetic stripe reader.
2. One or more of the following prompts may appear on the connected PINpad:
Note: If there is a problem with the chip (i.e., NOT ACCEPTED REMOVE CARD
prompt appears when the card is inserted) and tapping (iPP320 only) or
swiping the card does not work (i.e., CARD PROBLEM PLEASE RETRY appears
when the card is swiped / TAP NOT ACCEPTED appears if the card is tapped),
refer to the" Using the PINpad when a Card Malfunctions" procedure.









If <Transaction name> PLEASE WAIT appears, wait.
If the SELECT LANGUAGE prompt appears, the cardholder selects a language.
(Refer to the "Selecting a Prompt Language" procedure.)
If the SELECT <Application name> prompt appears, the cardholder selects an
application. (Refer to the "Selecting an Application" procedure.)
If <Transaction name> $#.##-OK? prompt appears, the cardholder confirms
key
the displayed amount by pressing OK on the 7800 or by pressing the
on the iPP320.
If the I PRE-AUTHORIZE UP TO $#.##-OK message appears, the cardholder
confirms the displayed amount by pressing OK on the 7800 or by pressing the
key on the iPP320.
If the ENTER TIP AMOUNT prompt appears, the cardholder enters a Tip
amount in dollars. (Refer to the "Entering a Tip: Dollar Amount" procedure.)
If the TIP? prompt appears (7800 only), the cardholder enters a Tip amount in
dollars or as a percentage. (Refer to the "Entering a Tip: Dollars or
Percentage" procedure.)
If the SELECT ACCOUNT prompt appears, the cardholder selects a debit
account from which to withdraw the funds. (Refer to the "Selecting an
Account" procedure.)
If the ENTER PIN & OK prompt appears, the cardholder enters their Personal
Identification number. (Refer to the "Entering a PIN" procedure.)
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3. Wait while the transaction is processed.

If the PLEASE WAIT DO NOT REMOVE CARD prompt appears, do not remove
the card from the PINpad chip reader.
Your computer screen page may reload.
4. Refer back to the transaction procedure.
9.10.1
Selecting a Prompt Language
A chip card may prompt the cardholder to select the language (English or French) in
which the PINpad should display its prompts.
When the SELECT LANGUAGE prompt appears on the PINpad:
iPP320 PINpad:
1. The cardholder presses the F1 key (ENGL) to view their prompts in English or
presses the F4 key (FRAN) to view them in French.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
1. The cardholder presses CHQ (ENGL) to view their prompts in English or ALPHA
(FRAN) to view them in French.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
9.10.2
Selecting an Application
If the chip card has more than one application that the PINpad supports, the SELECT
<Application name> prompt appears on the PINpad. The application to be used to
process the current transaction must be selected.
Note: On the display <Application name> is replaced with the name of the first
application in the list of available applications.
When SELECT <Application name> appears on the PINpad:
iPP320 PINpad:
1. The cardholder presses the F1 key (YES) to use the displayed application;
otherwise, they press the F4 key (NO) to view the next available application.
Note: For Refund and Void transactions, ensure the cardholder selects the same
application that is printed on the original receipt.
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
Optional Procedures
If the <Application name>-OK? prompt appears, the cardholder the F1 key
(YES) to confirm that they wish to use the displayed application.
The <Application name> SELECTED VERIFYING CARD message appears while the
chip verifies that the card is valid. When the verification is complete, the
transaction continues.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
1. The cardholder presses the CHQ key (YES) to use the displayed application;
otherwise, they press the ALPHA key (NO) to view the next available application.
Note: For Refund and Void transactions, ensure the cardholder selects the same
application that is printed on the original receipt.

If the <Application name>-OK? prompt appears, the cardholder presses the
CHQ key (YES) to confirm that they wish to use the displayed application.
The <Application name> SELECTED VERIFYING CARD message appears while the
chip verifies that the card is valid. When the verification is complete, the
transaction continues.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
9.10.3
Entering a Tip: Percentage or Dollars
If the TIP? prompt displays on the 7800 PINpad, the cardholder chooses whether to add a
Tip to the Purchase amount.
1. The cardholder presses the OK key (YES) to add a Tip.

If TIP METHOD appears:
a. The cardholder presses the OK key ($) to add the Tip in dollars.
OR
The cardholder presses the CORR key (%) to add the Tip as a percentage.
The TIP AMOUNT entry screen appears.
2. The cardholder keys in the Tip amount (in dollars or percentage if enabled) and
presses the OK key.
The $#.##-OK? prompt appears. (If there is a Tip, it is added to the original
amount.)
3. The cardholder presses the OK key to accept the displayed amount.
4. Refer back to the "Cardholder Prompts on the PINpad" procedure.
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9.10.4
Entering a Tip: Dollar Amount
If the ENTER TIP AMOUNT prompt displays on the PINpad, the cardholder chooses
whether to add a Tip to the Purchase amount.
iPP320 PINpad:
1.
The cardholder keys in a dollar amount and presses the
key.
PURCHASE $#.##-OK? appears. (If there is a Tip, it is added to the original
amount.)
2. The cardholder presses the
key to confirm the amount.
3. Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
1. The cardholder keys in a dollar amount and presses OK.
PURCHASE $#.##-OK? appears. (If there is a Tip, it is added to the original
amount.)
2.
The cardholder presses OK to confirm the amount.
3. Refer back to the "Cardholder Prompts on the PINpad" procedure.
9.10.5
Selecting an Account
Debit cards may require the cardholder to select an account from which funds are to be
withdrawn for the transaction.
When the SELECT ACCOUNT prompt appears on the PINpad:
iPP320 PINpad:
1. The cardholder selects their account by pressing the F1 key (for Chequing) or the
F4 key (for Savings).
2.
Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
1. The cardholder selects their account by pressing the CHQ key (for Chequing) or
the SAV/EP key (for Savings).
2. Refer back to the "Cardholder Prompts on External PINpad" procedure.
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9.10.6
Optional Procedures
Entering a PIN
The cardholder may be required to enter a Personal Identification number for debit cards
and chip cards .
When the ENTER PIN & OK prompt appears on the PINpad:
iPP320 PINpad:
1. The cardholder keys in their Personal Identification number (PIN), and presses the
key.
Note: Please respect the cardholder's privacy, and encourage them to protect their
PIN.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
3. The cardholder keys in their Personal Identification number (PIN), and presses OK.
Note: Please respect the cardholder's privacy, and encourage them to protect their
PIN.
4. Refer back to the "Cardholder Prompts on the PINpad" procedure.
9.10.7
Using the PINpad when a Card Malfunctions
This procedure is valid only for Purchases when a credit card is used.
Note: Some debit chip cards may be used in place of a credit card.
To process the transaction:
1. Press the Can/Ann key (7800) or the
transaction.
key (iPP320) on the PINpad to cancel the
2. Click on TERMINAL in the main menu bar.
The sub-menu bar populates with Terminal items.
3. Click on purchase in the sub-menu bar.
The Purchase page opens.
4. From the drop-down list, select Debit/Credit Card - Pinpad as the Payment
method. (Refer to the "Selecting a Payment Method" procedure.)
5. Go to the Entry Mode section on the transaction page, and select the Keyed radio
button.
The PLEASE TAKE MANUAL IMPRINT OF CARD message is displayed on the
transaction page.
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6. Take a manual imprint of the card using the appropriate paper sales draft.
7. Fill in as required the transaction fields that appear. (Refer to the Entering
Payment Details: Credit Cards.)
8. Click the Process Transaction button on your computer screen.
The <Transaction name> $#.## prompt appears on the PINpad.
9. Continue in "Cardholder Prompts on the PINpad" beginning at step 2.
10. Process receipts. (Refer to the "Receipt Processing" procedure.)
9.11 Selecting Search Criteria for Reports
When you initiate a Transaction or Batch report, use the available search criteria to
narrow or widen the breadth of your search results. Different report types have different
search criteria: There are criteria used specifically for Batches reports; there are criteria
for Transactions reports; and there are criteria for Recurring transactions reports.
The procedures for selecting search criteria are listed below:

For Batches report search criteria, refer to the "Search Criteria for Batches Report"
procedure.

For Transactions report search criteria (including Vault, Recurring, Gift, and
Loyalty reports), refer to the "Search Criteria for Reports:
Transactions/Vault/Recurring / Gift / Loyalty" procedure.

For Managed Account Updater report search criteria, refer to the "Search Criteria
for Reports: Managed Account Updater" procedure.

For Managing Recurring Transactions report search criteria, refer to the "Search
Criteria for Managing Recurring Transactions Report" procedure.
9.11.1
Search Criteria for Batches Report
The following search criteria apply only to the Batches report.
To select criteria:
1. Go to the Date section, and select date and/or specific time criteria:

To select a common date (e.g., Today, Yesterday, This Week, etc.):
a. Select the radio button under Date.
b. Select a date from the adjacent drop-down list (also under Date).

To select a more specific date and time:
a. Select the From/To radio button.
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Optional Procedures
b. Select a date and time in the From drop-down list.
c. Select a date and time in the To drop-down list.
2. To narrow the search by Batch number:
a. Select the Batch Number checkbox.
b. Key a Batch number into the Batch Number field.
3. To narrow the search by Batch status:
a. Select the Batch Status checkbox.
b. Select a batch status radio button (In Balance or Out of Balance).
4. To narrow the search by Terminal ID:
a. Select the checkbox for the Terminal ID for which the report is to be
generated.
5. To save your current search criteria, click the Save Settings button and continue
at step 6; otherwise, refer back to the transaction procedure.
6. If you clicked the Save Settings button, a page opens to confirm that your settings
were saved.
7. Refer back to the transaction procedure.
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9.11.2
Search Criteria for Reports
The following search criteria apply only to reports about these transaction types:
debit/credit (includes transactions initiated from a recurring profile and transactions
originating from a vault profile), cash, and gift/loyalty.
Note:
•
Mandatory fields are bolded on the Merchant Resource
Center interface.
•
For information about Tip totals in the report (Tip must be
enabled), select Username as one of your search criteria in
step 5.
To select criteria:
1. Go to the Date section, and select date and/or specific time criteria:

To select a common date (e.g., Today, Yesterday, This Week, etc.):
a. Select the radio button under Date.
b. Select a date from the adjacent drop-down list (also under Date).

To select a more specific date and time:
a. Select the From/To radio button.
b. Select a date and time in the From drop-down list.
c. Select a date and time in the To drop-down list.
2. To narrow the search by Transaction response:
a. Go to the Transaction Response section.
b. Select the Transaction Response checkbox.
c. Select the checkbox(es) for Transaction response(s) that you wish to
include in the report.
3. To narrow your search by Transaction type:
a. Go to the Transaction Type section.
b. Select the Transaction Type checkbox.
c. Select the checkbox(es) for Transaction type(s) that you wish to include in
the report.
4.
To narrow the search by Card type (includes cash):
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
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a. Go to the Card Types section.
b. Select the Card Type checkbox.
c. Select the checkbox(es) for card types (including cash) that you wish to
include in the report.
5. To narrow the search by other criteria, go to the Other Criteria section:
Note: If you have only partial data for any criterion, make sure to select the begins
with or the ends with radio button.

To narrow the search by Amount:
a. Select the Amount checkbox.



If a single field appears beside the Amount checkbox, key a dollar amount
into the field.
If From and To fields appear beside Amount checkbox, specify a dollar
amount range, or key the same amount into both fields to retrieve
transactions for a specific amount.
To narrow the search by Batch number:
a. Select the Batch Number checkbox.
b. Key a Batch number into the Batch Number field.

To narrow the search by Card number:
a. Select the Card Number checkbox.
b. Key the first four and/or last four digits of the Card number into the Card
Number field.

To narrow the search by Customer ID:
a. Select the Customer ID checkbox.
b. Key a Customer ID into the Customer ID field.

To narrow the search by Data Key (applicable to Vault transactions only):
a. Select the Data Key checkbox.
b. Key a Data Key into the Data Key field.

To narrow the search by Order ID:
a.
Select the Order ID checkbox.
b. Key an Order ID into the Order ID field.

To narrow the search by Customer Code:
a.
Select the Customer Code checkbox.
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b. Key a Customer Code into the Customer Code field.

To narrow the search by Invoice Number:
a.
Select the Invoice Number checkbox.
b. Key an Invoice Number into the Invoice Number field.

To narrow the search by ECI (Electronic Commerce Indicator):
a. Select the ECI checkbox.
b. Select an option from the ECI drop-down list.

To narrow the search by Ticket number (applicable to Group transactions
only):
a. Select the Ticket # checkbox, and key in a Ticket number.

To narrow the search by User name:
a. Select the Username checkbox.
b. Select a user name from the Username drop-down list.
6. Go to the Sort by section and select a sort order:
a. Select a sort order (Date/Time, Order ID, Amount, Customer ID , Batch
status, or Terminal ID ) from the Sort Transactions by (or Sort Batches by)
drop-down list.
b. To set the number of search hits appearing on a page, select an option
from the Rows per Page drop-down list.
c. Select an ascending/descending order from the Sort Order drop-down list.
7. To save your current search criteria, click the Save Settings button and continue
at step 8; otherwise, refer back to the transaction procedure.
8. If you clicked the Save Settings button, a page opens to confirm that your settings
were saved.
9. Refer back to the transaction procedure.
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9.11.3
Optional Procedures
Search Criteria for Managing Recurring Transactions
Report
The following search criteria apply only to the Managing Recurring Transactions
operation.
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
To select search criteria:
1. Go to the Date section, and select date criteria:

To narrow the search by the Recurring Transaction Create date:
a. Select the Date checkbox.
b. Select the Create Date checkbox.
c. Select From/To dates from the adjacent From/To drop-down lists.

To narrow the search by the Recurring Transaction Start date:
a. Select the Date checkbox.
b. Select the Start Date checkbox.
c. Select From/To dates from the adjacent From/To drop-down lists.

To narrow the search by the Next Recurrence date:
a. Select the Date checkbox.
b.
Select the Next Recur Date checkbox.
c. Select From/To dates from the adjacent From/To drop-down lists.

To narrow the search by the Recurring Transaction End date:
a. Select the Date checkbox.
b. Select the End Date checkbox.
c. Select From/To dates from the adjacent From/To drop-down lists.

To narrow the search by other criteria, go to the Other Criteria section:
Note: If you have only partial data to enter for any criterion, make sure to
select the begins with or the ends with radio button.

To narrow the search by Amount:
a. Select the Amount checkbox.
b. Key a dollar amount into the Amount field.
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
To narrow the search by Customer ID:
a. Select the Customer ID checkbox.
b. Key a Customer ID into the Customer ID field.

To narrow the search by Hold Status:
a. Select the Hold Status checkbox.
b. Select the On Hold or Active radio button.

To narrow the search by Last name:
a.
Select the Last Name checkbox.
b. Key a Last name into Last Name field.

To narrow the search by Order ID:
a. Select the Order ID checkbox.
b. Key an Order ID into the Order ID field.
2. Go to the Sort By section, and select a sort order:
a. Select a sort order (Date/Time or Order Id): from the Sort Transactions by
drop-down list.
b. To set the number search hits appearing on a single page, select an option
from the Rows per page drop-down list.
3. To save the current search criteria, click the Save Settings button, and continue at
step 5; otherwise, refer back to the transaction procedure.
4. If you clicked the Save Settings button, a page opens to confirm that your settings
were saved.
5. Refer back to the transaction procedure.
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9.11.4
Optional Procedures
Search Criteria for Reports: Managed Account Updater
The following search criteria apply only to Vault profiles and Recurring transactions that
have been changed as a result of the Managed Account Updater service.
To select criteria:
1. Go to the Date section, and select date and/or specific time criteria:

To select a common date (e.g., Today, Yesterday, This Week, etc.):
a. Select the radio button under Date.
b. Select a date from the adjacent drop-down list (also under Date).

To select a more specific date and time:
a. Select the From/To radio button.
b. Select a date and time in the From drop-down list.
c. Select a date and time in the To drop-down list.
2. To narrow the search by Transaction response:
a. Go to the Transaction Response section.
b. Select the Transaction Response checkbox.
c. Select the checkbox(es) for Transaction response(s) that you wish to
include in the report.
3. To narrow your search by Account type:
a. Go to the Account Type section.
b. Select the Account Type checkbox.
c. Select the checkbox for Vault and/or Recur.
4. To narrow the search by Card type:
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
a. Go to the Card Types section.
b. Select the Card Type checkbox.
c. Select the checkbox(es) for card types that you wish to include in the
report.
5. Go to the Sort by section and select a sort order:
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a. Select a sort order (Date/Time or Order Id/Data key) from the Sort
Transactions by (or Sort Batches by) drop-down list.
b. To set the number of search hits appearing on a page, select an option
from the Rows per Page drop-down list.
c. Select an ascending/descending order from the Sort Order drop-down list.
6. To save your current search criteria, click the Save Settings button and continue
at step 8; otherwise, refer back to the transaction procedure.
7. If you clicked the Save Settings button, a page opens to confirm that your settings
were saved.
8. Refer back to the transaction procedure.
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10 Gift/Loyalty Programs
The Moneris Gift/Loyalty program allows you to offer your customers two electronic
card-based programs that are processed through the e-Select Plus Merchant Resource
Center

Gift Cards: allows you to offer your customers stored-value gift cards for predefined 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. (For instructions on how to do gift
transactions, refer to the "Gift Transactions" section.)

Loyalty Points: allows you to reward customer loyalty by awarding points based
on the dollar value of the purchases a cardholder makes. (For instructions on
how to do loyalty transactions, refer to the "Loyalty Transactions" section.)
10.1 Split-Tender Prompting
Split-Tender Prompting is an optional gift/loyalty feature. Split-Tender Prompting is
triggered when the tender amount (i.e., dollars or points) stored on a gift or loyalty card
entered for a transaction (gift Purchase or loyalty Redemption) is less than the value of
the transaction.
When Split-Tender Prompting is required, e-Select Plus indicates that there is a balance
due for the transaction and gives you the option to enter another card (or accept
payment in cash) depending on the initial card type entered.
Important!
If Split-Tender Prompting is not enabled, but you attempt to process a gift
Purchase or loyalty Redemption for a value that is greater than the tender stored on the
gift/loyalty card entered, the transaction will be DECLINED.
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10.2 Gift Transactions
GIFT is an optional component of the Merchant Resource Center. With Gift enabled, you
may process Moneris program gift transactions. (Gift cards store dollars that can be
used to purchase goods and services.)

For more information about how to use gift cards, refer to "Using Gift Cards."

For instructions about how to process specific transactions refer to the
transactions listed below.
To access the Gift sub-menu bar:
1. Click on GIFT (or GIFT/LOYALTY) in the main menu bar.
The following gift (financial) transactions may be initiated from the Gift sub-menu bar:
Note: The available transactions and functionality are subject to the program setup for
which your store is enabled.

Purchase (Refer to "Purchase with Gift Card.")

Void (Refer to "Void with Gift Card.")

Refund (Refer to "Refund with Gift Card.")

Redeem (Refer to "Coupon Validation with Gift/Loyalty Card .")

Independent Refund (Refer to "Independent Refund with Gift Card.")
The following administrative transactions may be initiated from the Gift sub-menu bar:
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
Activate (Refer to "Activating a Gift/Loyalty Card.")

Deactivate (Refer to "Deactivating a Gift/Loyalty Card.")

Balance Inquiry (Refer to "Balance Inquiry with Gift/Card.")
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10.2.1
Gift/Loyalty Programs
Using Gift Cards
Gift cards store dollars that can be used to pay for goods and services. To accept gift
cards, you must have the Gift Transactions feature enabled on your store.
The following table outlines gift functionality:
Note: Available gift functionality is dependent on the program enabled for your store.

To activate a gift card, process an Activate transaction.

To deactivate a gift card, process a Deactivate transaction.

To view a gift card Balance, process a Balance Inquiry
transaction.
Adding Dollars

Process an Activation transaction using a reloadable gift card
Using Dollars

Process a gift Purchase.

Reverse a gift Purchase by processing any of the following:
Administrative
Restoring Dollars

gift Void

gift Refund

gift Independent Refund
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10.2.2
Purchase with Gift Card
This transaction removes dollars stored on a gift card to pay for goods/services.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT in the main menu bar.
Note: If Loyalty is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2.
Click on purchase in the sub-menu bar.
The Purchase page opens.

If the Transaction Type drop-down list appears, select Dollar Value
Purchase/Redemption.
3. Key the transaction amount into the Total Amount field, and click the Next
button.
The page reloads; Payment Method options appear.
4. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to
"Entering Payment Details: Order ID/Customer ID.")
5. Select a Card Entry method from the drop-down list. (Refer to the "Card Entry
Options: Gift" procedure.)

To check the remaining balance on a gift card, click the Gift Card Balance
Inquiry button. (Continue in the "Balance Inquiry" procedure at step 3.)
6. Enter the gift card data (means of entry as selected in step 5):
Swipe (PINpad)
a.
Click the Swipe Gift
Card button on your
computer screen.
a.
Click the Swipe Gift Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe gift
/loyalty card" (or similar)
message appears on your
computer screen, swipe
the card on the connected
dedicated magnetic stripe
reader.
Wait for the page to
reload, and continue
below at step 7.
c.
c.
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Swipe (MSR)
Wait for the page to
reload, and continue
below at step 7.
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Manually Enter (Keyed)
a.
Key the card Account
number into the Gift
Card Number field, and
click the Next button.
b.
Wait for the page to
reload, and continue
below at step 7.
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Gift/Loyalty Programs
7. Key the Card Validation code into the CVC field.
Note: The code is a 3- or 4-digit number printed on the card. The CVC is not part
of the actual card number itself.

If a field other than the one listed in the previous step appears, key in the
required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
8. Click the Process button.
9. Wait for the APPROVED response from e-Select Plus to appear on your computer
screen:

If the Continue button appears, refer to the "When a Balance or Fee is Due"
procedure.
10. Depending on your requirements, do one of the following:


To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To award loyalty points:
a. Go to the Action Items section on the page, and click the Add Loyalty
button.
b. Continue in the "Loyalty Purchase" procedure beginning at step 3.
10.2.3
Void with Gift Card
The gift Void cancels an existing gift transaction if the transaction is in an open batch.
The dollars that were used for the original transaction are restored to the gift card that
was entered. The gift Void must be for 100% of the original transaction amount.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT in the main menu bar.
Note: If Loyalty is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on void in the sub-menu bar.
The Void page opens.
3. Locate the Order ID on the original gift transaction receipt, and key it into the
Order ID field.
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Note: If you have only a partial ID, select also the begins with or ends with radio
button.
4. Click the Locate Transaction button.

If a transactions list appears, click the Void button beside the gift transaction
to be reversed.
The Transaction Details page opens.
5. Key the Card Validation code into the CVC field.
Note: The code is a 3- or 4-digit number printed on the card. The CVC is not part
of the actual card number itself.

If a field other than the one listed in the previous step appears, key in the
required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
6. Click the Process button.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
10.2.4
Refund with Gift Card
The gift Refund reverses an existing Ernex gift transaction if the transaction is in a closed
batch. The dollars that were used for the original transaction are restored to the gift card
that was entered. The gift Refund must be for 100% of the original transaction amount.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT in the main menu bar.
Note: If Loyalty is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on refund in the sub-menu bar.
The Refund page opens.
3. Locate the Order ID on the original gift transaction receipt, and key it into the
Order ID field.
Note: If you have only a partial ID, also select the begins with or ends with radio
button.
4. Click the Locate Transaction button.
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
If a transaction list appears, click the Refund button appearing beside the
transaction to be reversed.
The Transaction Details page opens.
5. Key the Card Validation code into the CVC field.
Note: The code is a 3- or 4-digit number printed on the card. The CVC is not part
of the actual card number itself.

If a field other than the one listed in the previous step appears, key in the
required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
6. Click the Process button.
7. When the APPROVED response from e-Select Plus to appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)

If there is an associated loyalty transaction to be reversed, follow the "Loyalty
Independent Refund" procedure.
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10.2.5
Independent Refund with Gift Card
The gift Independent Refund reverses a non-referenced gift transaction.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process this transaction:
1. Click on GIFT in the main menu bar.
Note: If Loyalty is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on independent refund in the sub-menu bar.
The Independent Refund page opens.
3. Select a Card Entry method from the drop-down list. (Refer to the "Card Entry
Options: Gift" procedure.)
4. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to
"Entering Payment Details: Order ID/Customer ID.")
5. Enter the gift card data (means of entry as selected in step 3):
Swipe (PINpad)
Swipe (MSR)
a.
Click the Swipe card
button on your
computer screen.
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe gift
/loyalty card" (or similar)
message appears on your
computer screen, swipe
the card on the connected
dedicated magnetic stripe
reader.
Wait for the page to
reload, and continue
below at step 6.
c.
c.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in the following fields if they appear on the transaction page:
Note: The fields that appear are dependent on your store's program setup.



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Refund Amount: Key in the amount to be refunded (#.##).
Reference Number: Key in the Reference number appearing on the original
gift Purchase receipt.
CVC: Key in the 3- or 4-digit Card Validation code printed on the card.
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Gift/Loyalty Programs
Note: The CVC is not part of the actual card number itself.

If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
7. Click the Process button.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
10.3 Loyalty Transactions
LOYALTY is an optional component of the Merchant Resource Center. If your store is
enabled for Loyalty, you may process Moneris program loyalty transactions from the
Merchant Resource Center. Loyalty cards store points that can be redeemed for other
goods and services.

For information about points redemption, refer to "About Redemptions."

For information about how to use loyalty cards, refer to "Using Loyalty Cards."

For instructions about how to process specific loyalty transactions, refer to the
transactions listed below.
To access the Loyalty sub-menu bar:
9. 1. click on LOYALTY (or GIFT/LOYALTY) in the main menu bar.
The following financial transactions may be initiated from the Loyalty sub-menu bar:
Note: The available transactions and functionality are subject to the program setup for
which your store is enabled.

Redeem Points (Refer to "Manual Redemption with Loyalty Card.")

Accumulate Points (Refer to "Purchase with Loyalty Card.")

Void (Refer to "Void with Loyalty Card.")

Refund (Refer to "Refund with Loyalty Card.")

Pre-Authorization (Refer to "Pre-Authorization with Loyalty Card.")

Capture (Refer to "Capture with Loyalty Card")

Redeem (Refer to "Coupon Validation with Gift/Loyalty Card.")
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
Independent Refund (Refer to "Independent Refund with Loyalty Card")
The following administrative transactions may be accessed from the Loyalty sub-menu:

Activate (Refer to "Activating a Gift/Loyalty Card.")

Deactivate (Refer to "Deactivating a Gift/Loyalty Card.")

Balance Inquiry (Refer to "Balance Inquiry with Gift/Loyalty Card.")
10.3.1
Using Loyalty Cards
To accept loyalty cards, you must have the Loyalty Transactions feature enabled on your
store. Points are added or used, or removed from loyalty cards depending on the
transaction processed.
The following table outlines basic loyalty functionality:
Administrative

To activate a loyalty card, process an Activation transaction.

To deactivate a loyalty card, process a Deactivate transaction.

To view a loyalty card Balance, process a Balance Inquiry
transaction.

Process any of the following transactions:

loyalty Purchase

loyalty Pre-Auth (allocates points) and then complete
with a loyalty Capture (awards points)

Process a loyalty Redemption transaction.

Coupon Validation*
Adding Points
Using Points
Restoring
Points
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
Process a loyalty Redemption transaction.

Coupon Validation*

Reverse a Manual Redemption transaction with:

loyalty Void (open batch)

Merchant Web Portal (closed batch), visit:
www.moneris.com/loyaltycard/merchant)
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
Removing
points
Gift/Loyalty Programs
Reverse a loyalty Capture or loyalty Purchase with:

loyalty Void (open batch)

loyalty Refund (closed batch)
loyalty Independent Refund
*Uses points from coupon.
10.3.2
About Redemptions
Depending on your loyalty program setup, loyalty redemptions may be done
automatically or manually.
10.3.2.1
Redeeming Points Automatically
If your loyalty program has been set up for Automatic Redemption, points are
automatically redeemed when a cardholder reaches the configured Reward Threshold
Level, at which point a Reward Coupon is generated by e-Select Plus.
Note: If a cardholder’s points balance surpasses the Reward Threshold Level multiple
times in one transaction (e.g. the Reward Threshold Level is 200 and the cardholder
makes a $400 purchase with a Points Earning Rate of $1 = 1 point, meaning they
have earned 400 points), e-Select Plus will redeem points for only one Reward and
print only one Reward Coupon. In the above example, the remaining coupons will
be generated in increments of the Reward Threshold Level during subsequent
transactions with the same card.
10.3.2.2
Redeeming Points Manually
If your loyalty program has been set up for Manual Redemption, a manual Redemption
may be initiated at the cardholder's request. (Refer to the "Manual Redemption with
Loyalty Card" procedure.)
10.3.3
Using Loyalty Coupons
Depending on your loyalty program setup, loyalty coupons may be printed on receipts
following an auto-Redemption. (For information, refer to "About Redemptions.")

To redeem a loyalty coupon, refer to the "Coupon Validation" procedure.
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10.3.4
Manual Redemption with Loyalty Card
Follow the steps below to manually initiate a Redemption at the cardholder’s request.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on LOYALTY in the main menu bar.
Note: If Gift is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on purchase in the sub-menu bar.
The Purchase page opens.

If the Transaction Type drop-down list appears, do one of the following
depending on the card type being entered:


To redeem points for goods/services valued in points, select Points Value
Purchase/Redemption
To redeem points for goods/services valued in dollars, select Dollar Value
Purchase/Redemption.
3. Key the transaction amount into the Amount field (see note), and click the Next
button.
Note:
•
If the Total Amount field appears, key in a dollar value (#.##) to be
redeemed.
•
If the Points to Redeem field appears, key in the number of points to
be redeemed.
The page reloads; Payment Method options appear.
4. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to
"Entering Payment Details: Order ID/Customer ID.")
5. Select a loyalty Card Entry method from the drop-down list. (Refer to the "Card
Entry Options: Loyalty" procedure.)

To check the remaining balance on a loyalty card, click the Loyalty Card
Balance Inquiry button. (Continue at step 3 of the "Balance Inquiry with
Gift/Loyalty Card" procedure.)
6. Enter the loyalty card data (means of entry selected in step 5):
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Swipe (PINpad)
Swipe (MSR)
a.
Click the Swipe Loyalty
Card button on your
computer screen.
a.
Click the Swipe Loyalty
Card button on your
computer screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe gift
/loyalty card" (or similar)
message appears on your
computer screen, swipe
the card on the connected
dedicated magnetic stripe
reader.
Wait for the page to
reload, and continue
below at step 7.
c.
c.
Gift/Loyalty Programs
Manually Enter (Keyed)
a.
Key the card number
into the Loyalty Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 7.
Wait for the page to
reload, and continue
below at step 7.
7. Fill in the following fields (if they appear) as instructed:
Note: Fields are displayed according to the loyalty program for which your store
is enabled.
• Bonus Code: Leave this field empty.
•
Pre-Tax Amount: Leave this field empty.
•
Benefit: Leave this field empty.
•
If a field other than any of the ones listed above appears, key in the
required data.
Note: The name of the "x" field is variable and dependent on your program setup.
8. Click the Process button.
9. When the APPROVED response from e-Select Plus appears on your computer
screen, do one of the following depending on your requirements:


To process receipts without awarding loyalty points, refer to the "Receipt
Processing" procedure.
To award loyalty points:
a. Go to the Action Items section on the page, and click the Add Loyalty
button.
b. Continue in the "Purchase with Loyalty Card" procedure beginning at
step 3.
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10.3.5
Purchase with Loyalty Card
Follow the steps below to award points to a Loyalty card when the cardholder makes a
purchase by credit card, debit card, or cash.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Submit a financial transaction (e.g., debit/credit).
2. When the Host response page opens, click the Loyalty (or Add Loyalty) button that
displays in the Action Items section of the page.
The page reloads.
3. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to
"Entering Payment Details: Order ID/Customer ID.")
4. Select a loyalty Card Entry method from the drop-down list. (Refer to the "Card
Entry Options: Loyalty" procedure.)
5. Enter the loyalty card data (means of entry as selected in step 4):
Swipe (PINpad)
Swipe (MSR)
a.
Click the Swipe Card
button on your
computer screen.
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe card" (or
similar) message appears
on your computer screen,
swipe the card on the
connected dedicated
magnetic stripe reader.
c.
Wait for the page to
reload, and continue
below at step 6..
c.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in the following fields if they appear on the transaction page:
Note: Fields are displayed according to the loyalty program for which your store
is enabled.



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Amount: Key in the total transaction dollar amount (#.##) including any tax
and gratuity.
Bonus Code: Key in the appropriate bonus code to award bonus points.
(Leave this field blank if no bonus points are to be awarded.)
Pre-Tax Amount: Key in the dollar amount (#.##) for which points are to be
awarded excluding tax and gratuity.
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

Gift/Loyalty Programs
Benefit: (the text of this field may be variable and dependent on your
program setup): Key in the dollar amount (#.##) excluding any tax and
gratuity for which points are to be awarded.
If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program setup.
7. Click the Process button.
8. Wait while e-Select Plus communicates with the Moneris/Ernex Host.
9. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
Important!
Loyalty coupons and/or important customer messages may
appear on receipts. To ensure that the cardholder receives this information,
ensure that the cardholder receives the transaction receipt.
10.3.6
Void with Loyalty Card
The loyalty Void reverses an existing loyalty transaction if it is in an open batch.

To void a loyalty transaction associated with a voided financial transaction, refer
to the "Voiding Loyalty Transaction Associated with Voided Financial
Transaction" procedure.

To void a manual Redemption transaction, refer to the "Voiding a Manual
Redemption Transaction" procedure.
10.3.6.1
Voiding Loyalty Transaction Associated with Voided Financial Transaction
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Void the associated financial transaction (e.g., debit/credit).
2. When the Host's response page opens, click the Loyalty button in the Action Items
section of the page.
3. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
10.3.6.2
Voiding a Manual Redemption Transaction
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
1. Click on LOYALTY in the main menu bar.
The sub-menu bar populates with Loyalty items (including Gift if enabled).
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2. Click on void in the sub-menu bar.
The Void page opens.
3. Locate the Order ID on the original loyalty transaction receipt, and key it into the
Order ID field.
Note: If you have only a partial ID, select the begins with or ends with radio
button.
4. Click the Locate Transaction button.

If a transaction list appears, click the Void button appearing beside the
transaction to be reversed.
The Transaction Details page opens.
5. Fill in the following fields (if they appear) as instructed:
Note: The appearance of the field is dependent on the loyalty program for which
your store is enabled.


If the Bonus Code field appears, leave it blank.
If a field other than the one listed above appears, key in the required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
6. Click the Process button.
7. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
10.3.7
Refund with Loyalty Card
This procedure reverses a loyalty transaction if it is in a closed batch.

To refund a loyalty transaction associated with a refunded financial transaction,
refer to the "Reversing Loyalty Transaction Associated with Refunded Financial
Transaction" procedure.

To refund a manual Redemption transaction, refer to the "Refunding a Manual
Redemption Transaction" procedure.
10.3.7.1
Reversing Loyalty Transaction Associated with Refunded Financial
Transaction
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Refund the associated transaction (e.g., debit/credit or gift).
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2. When the Host's response page opens, click the Loyalty button in the Action Items
section of the page.
The page reloads.
3. Fill in as required any fields that appear on the transaction page:
Note: Fields are displayed according to the loyalty program for which your store is
enabled.






Bonus Code: To remove any bonus points awarded on the Purchase, key in the
appropriate bonus code. OR To leave the bonus points on the card, leave this
field blank.
Total Amount: Key in the total dollar amount (#.##) to be refunded. (This
amount can be a partial amount of the original Purchase.)
Pre-Tax Amount: Key in the dollar amount (#.##) excluding any tax and
gratuity for which regular points are to be deducted.
Benefit (the text of this field may be variable and dependent on your program
setup): Key in the dollar amount (#.##) excluding any tax and gratuity for
which regular points are to be deducted.
Reference Number: Key in the Loyalty reference number appearing on the
original receipt.
If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
4. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
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10.3.7.2
Refunding a Redemption Transaction
Manual Redemptions cannot be refunded from the Merchant Resource Center. To
refund a manual Redemption transaction, log into the Gift/Loyalty Merchant Web Portal
at www.moneris.com/loyaltycard/merchant.
10.3.8
Independent Refund with Loyalty Card
The Independent Refund reverses a non-referenced loyalty transaction.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process this transaction:
1. Click on LOYALTY in the main menu bar.
Note: If Gift is enabled, click on GIFT/LOYALTY.
The sub-menu bar populates with Gift/Loyalty items.
2.
Click on independent refund in the sub-menu bar.
The Independent Refund page opens.
3.
Select a Card Entry method from the drop-down list. (Refer to the "Payment
Options: Loyalty" procedure.)
4. Optionally fill in the Order ID field and Customer ID field. (Refer to the "Entering
Payment Details: Order ID/Customer ID" procedure.)
5. Enter the card data (means of entry as selected in step 3):
Swipe (PINpad)
Swipe (MSR)
a.
a. Click the Swipe card
button on your
computer screen.
a.
Click the Swipe Card
button on your computer
screen.
b.
b. When SWIPE
CARD or SWIPE OR
INSERT CARD appears
on the connected
PINpad, swipe the card
on the PINpad's
magnetic stripe reader.
b.
When the "swipe gift
/loyalty card" (or similar)
message appears on your
computer screen, swipe
the card on the connected
dedicated magnetic stripe
reader.
Wait for the page to
reload, and continue
below at step 6.
c.
c.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in the following fields if they appear on the transaction page:
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Note: Fields are displayed according to the loyalty program for which your store is
enabled.






Bonus Code: To remove any bonus points awarded on the Purchase, key in the
appropriate bonus code (see the Loyalty card Purchase receipt). OR To leave
the bonus points on the card, leave this field empty.
Reference Number: Key in the Loyalty reference number appearing on the
Loyalty Purchase receipt.
Refund Amount: Key in the total dollar amount (#.##) to be refunded. (This
amount can be a partial amount of the original Purchase.)
Pre-Tax Amount: Key in the dollar amount (#.##) excluding any tax and
gratuity for which regular points are to be deducted.
Benefit: (the text of this field may be variable and dependent on your
program setup): Key in the dollar amount excluding any tax and gratuity for
which points are to be deducted.
If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
7.
Click the Process button.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
10.3.9
Authorization with Loyalty Card
After you process a credit/debit card Authorization for a cardholder, follow the steps
below to allocate points to a loyalty card.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Submit a (e.g., debit/credit) transaction.
2. When the Host's response page opens, click the Loyalty button in the Action Items
section of the page.
3. Select a Card Entry method from the drop-down list. (Refer to the "Card Entry
Options: Loyalty" procedure.)
4. Optionally fill in the Order ID field and/or Customer ID field. (Refer to the
"Entering Payment Details: Order ID/Customer ID" procedure.)
5. Enter the loyalty card data (means of entry as selected in step 3):
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Swipe (PINpad)
a.
Click the Swipe Card
button on your
computer screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
c.
Wait for the page to
reload, and continue
below at step 6.
Swipe (MSR)
a.
Click the Swipe Card
button on your computer
screen.
The "swipe card" prompt
appears on your computer
screen.
b.
Swipe the card on the
connected dedicated
magnetic stripe reader.
c.
Wait for the page to
reload, and continue
below at step 6.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in as required any fields that appear on the transaction page:
Note: Fields are displayed according to the loyalty program for which your store is
enabled.





Amount: Key in the total transaction dollar amount (#.##) including any tax
and gratuity.
Pre-Tax Amount: Key in the dollar amount (#.##) for which points are to be
awarded excluding tax and gratuity.
Bonus Code: Key in the appropriate bonus code to award bonus points.
(Leave this field empty if no bonus points are to be awarded.)
Benefit (the text of this field may be variable and dependent on your program
setup): Key in the dollar amount for which points are to be awarded
excluding tax and gratuity.
If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
7. Click the Process button.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
Important!
Loyalty coupons and/or important customer messages may appear on
receipts. To ensure that the cardholder receives this information, ensure that the
cardholder receives the transaction receipt.
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10.3.10
Gift/Loyalty Programs
Capture with Loyalty Card
Follow the steps below to award the loyalty points that were allocated to a loyalty card
during the loyalty Pre-Authorization.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Capture the associated debit/credit Pre-Authorization for which the loyalty
points were allocated. (Refer to the "Capture" procedure.)
2. When the Host's response page opens, click the Loyalty button in the Action Items
section of the page.
3. Fill in the fields that appear:
Note: Fields are displayed according to the loyalty program for which your store is
enabled.



Pre-Tax Amount: Key in the dollar amount for which points are to be awarded
(excluding tax and gratuity).
Bonus Code: Key in the appropriate bonus code to award bonus points. (Leave
this field empty if no bonus points are to be awarded.)
If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
4. Click the Process button to submit the transaction.
5. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
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10.4 Administrative Gift/Loyalty Transactions
10.4.1
Balance Inquiry with Gift/Loyalty Card
The Balance Inquiry retrieves balance details about a gift or loyalty card .
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT/LOYALTY in the main menu bar.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on balance inquiry in the sub-menu bar.
The Balance Inquiry page opens.
3. Select a Card Entry method from the drop-down list:


Gift Card: Refer to the "Card Entry Options: Gift" procedure.
Loyalty Card: Refer to the "Card Entry Options: Loyalty" procedure
4. Enter the gift/loyalty card data (means of entry as selected in step 3):
Swipe (PINpad)
a.
Click the Swipe Card
button on your
computer screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
c.
Wait for the page to
reload, and continue
below at step 5.
Swipe (MSR)
a.
Click the Swipe Card
button on your computer
screen.
The "swipe gift /loyalty
card" (or similar) message
appears on your computer
screen.
b.
Swipe the card on the
connected dedicated
magnetic stripe reader.
c.
Wait for the page to
reload, and continue
below at step 5.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 5.
5. Depending on the card type entered, do one of the following:

Gift cards:
a. Key in the 3- or 4-digit Card Verification code (CVC) printed on the card.
Note: The CVC is not part of the actual card number itself.
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Gift/Loyalty Programs
b. Continue at step 6.

Loyalty cards:
a. Continue at step 7.
6. Click the Next button.
7. Wait for the Inquiry Response page to appear, and note:

Gift cards:



Loyalty cards:



10.4.2
Balance: Current dollar amount stored on the card.
Lifetime Balance: The current lifetime balance for the card. (Not all
programs maintain a lifetime balance. Some programs use this field as an
annual balance.)
Current Points Balance: Current balance on card including newly earned
points.
Lifetime Points Balance: Total points earned on the card.
Card Status: Displays "Activated" or "Deactivated."
Activating a Gift/Loyalty Card
This transaction activates a gift or loyalty card (cards must be activated before they can
be used). The Activate transaction changes a gift /loyalty card's status from "new" to
"activated." This transaction can also be used to reload an eligible gift card.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT/LOYALTY in the main menu bar.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on activate in the sub-menu bar.
The Activate page opens.
3. Select a Card Entry method from the drop-down list:


Gift Card: Refer to the "Payment Option: Gift" procedure.
Loyalty Card: Refer to the "Payment Option: Loyalty" procedure.
4. Optionally fill in the Order ID field and Customer ID field. (Refer to the "Entering
Payment Details: Order ID/Customer ID" procedure.)
5. Enter the gift/loyalty card data (means of entry as selected in step 3):
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Swipe (PINpad)
a.
Click the Swipe Card
button on your
computer screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
c.
Wait for the page to
reload, and then go to
step 6.
Swipe (MSR)
a.
Click the Swipe Card
button on your computer
screen.
The "swipe gift /loyalty
card" prompt appears on
your computer screen.
b.
Swipe the card on the
connected dedicated
magnetic stripe reader.
c.
Wait for the page to
reload, and then go to step
6.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload and then go to
step 6.
6. Depending on the card type being activated, do one of the following:
Gift cards:
a. Fill in the following fields if they appear on the transaction page:

CVC: Key in the 3- or 4-digit Card Validation code printed on the card.
Note: The CVC is not part of the actual card number itself.


Activation Amount: Key in the amount (#.##) to be loaded on the card
(reloadable cards only).
If a field other than any of the ones listed above appears, key in the
required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
b. Continue at step 7.
Loyalty cards:
a. If a field appears, key in the required data (field is variable and dependent on
program setup).
b. Continue at step 7.
7.
Click the Process button to submit the transaction.
8. Wait for the APPROVED response from e-Select Plus to appear on your computer
screen, and then do one of the following depending on what appears on your
screen:

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If the Continue button appears, refer to the "When a Balance or Fee is Due"
procedure.
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
Gift/Loyalty Programs
If the Print Receipt-#x# and Send Email Receipt buttons appear, refer to the
"Receipt Processing" procedure.
10.4.3
Deactivating a Gift/Loyalty Card
The Deactivate transaction permanently disables a gift /loyalty card that has become
demagnetized or otherwise damaged. This transaction renders the gift /loyalty Card
number unusable for subsequent transactions. Once a card is deactivated it does not
retain a dollars or points balance nor can it be restored via an Activation transaction.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To deactivate a card:
1. Click on GIFT/LOYALTY in the main menu bar.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on deactivate in the sub-menu bar.
The Deactivate page opens.
3. Select a Card Entry method from the drop-down list:


Gift Card: Refer to the "Card Entry Options: Gift" procedure.
Loyalty Card: Refer to the "Card Entry Options: Loyalty" procedure.
4. Optionally fill in the Order ID field and Customer ID field. (Refer to the "Entering
Payment Details: Order ID/Customer ID" procedure.)
5. Enter the gift/loyalty card data (means of entry as selected in step 3):
Swipe (PINpad)
Swipe (MSR)
a.
Click the Swipe Card
button on your
computer screen.
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe gift
/loyalty card" (or similar)
message appears on your
computer screen, swipe
the card on the connected
dedicated magnetic stripe
reader.
Wait for the page to
reload, and continue
below at step 6.
c.
c.
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in the following fields if they appear on the transaction page:

CVC: Key in the 3- or 4-digit Card Validation code printed on the card.
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Note: The CVC is not part of the actual card number itself.

If a field other than the one listed above appears, key in the required data.
Note: The name of the "x" field is variable and dependent on your program
setup.
7.
Click the Process button.
8. Wait for the APPROVED response from e-Select Plus to appear on your computer
screen confirming that the card has been deactivated.
9. Process the receipts. (Refer to the "Receipt Processing" procedure.)
10.4.4
Coupon Validation
This transaction redeems gift/loyalty coupons and instant win vouchers (processes a $0
purchase). To redeem a coupon or voucher, you require both a valid card Account
number and the Reference number of the coupon or voucher.
Note: Mandatory fields are bolded on the Merchant Resource Center interface.
To process the transaction:
1. Click on GIFT/LOYALTY in the main menu bar.
The sub-menu bar populates with Gift/Loyalty items.
2. Click on redeem in the sub-menu bar.
The Redeem - Coupon / Voucher page opens.
3. Select a gift Card Entry method from the drop-down list. (Refer to the "Card Entry
Options: Gift" procedure.)
4. Optionally fill in the Order ID field and/or the Customer ID field. (Refer to
"Entering Payment Details: Order ID/Customer ID.")
5. Enter the gift card data (means of entry as selected in step 3):
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Swipe (PINpad)
Swipe (MSR)
a.
Click the Swipe Card
button on your
computer screen.
a.
Click the Swipe Card
button on your computer
screen.
b.
When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the
connected PINpad,
swipe the card on the
PINpad's magnetic
stripe reader.
b.
When the "swipe gift card"
(or similar) message
appears on your computer
screen, swipe the card on
the connected dedicated
magnetic stripe reader.
c.
Wait for the page to
reload, and continue
below at step 6.
c.
Gift/Loyalty Programs
Manually Enter (Keyed)
a.
Key the card Account
number into the Card
Number field, and click
the Next button.
b.
Wait for the page to
reload, and continue
below at step 6.
Wait for the page to
reload, and continue
below at step 6.
6. Fill in the following fields if they appear on the transaction page:


Reference Number: Key in the Reference number appearing on the original
gift/loyalty Purchase receipt.
CVC: Key in the 3- or 4-digit number printed on the card.
Note: The CVC is not part of the actual card number itself.

If a field other than any of the ones listed above appears, key in the required
data.
Note: The name of the "x" field is variable and dependent on your program
setup.
7. Click the Process button.
8. When the APPROVED response from e-Select Plus appears on your computer
screen, process the receipts. (Refer to the "Receipt Processing" procedure.)
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11 Recurring Billing
RECURRING (i.e., Recurring Billing) is an optional component of the Merchant Resource
Center.
If your store is enabled for the Recurring Billing feature, you may initiate the automatic
charging of customer credit cards (and some debit chip cards) at regular intervals,
suspend payments, include one-time fees, and generate card expiration reports for
transactions.
To access the Recurring sub-menu bar:
1. Click on RECURRING in the main menu bar:
2. The following transactions and report may be initiated from the Recurring submenu bar:



Recurring Transaction, adding new (Refer to "Registering a Recurring
Transaction.")
Recurring Transactions, managing existing (Refer to "Managing Recurring
Transactions.")
Recurring Transactions Report, generating (Refer to "Recurring Transactions
Report.")
11.1 Registering a Recurring Transaction
The Recurring transaction is essentially a credit Purchase that is set to recur
automatically at a designated frequency. This transaction is often used for
subscriptions, memberships or any time a fixed amount is charged at a regular interval.
Note: Some debit chip cards may be used for this transaction.
To register a Recurring transaction:
1. Click on RECURRING in the main menu bar .
The sub-menu bar populates with Recurring items.
2. Click on add recurring transaction in the sub-menu bar.
The Add Recurring Transaction page opens.
3. Fill in as required the transaction fields that appear:
a. Fill in the Payment details fields. (Refer to the "Entering Payment Details:
Credit Cards" procedure.)
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b. If the Address Verification section appears, fill in the associated data fields as
required. (Refer to the "Entering Address Verification Details" procedure.)
Note: These fields may be pre-filled if the card data originate from a Vault
profile.
c. Fill in the Recurring Details fields. (Refer to the "Entering Recurring Details"
procedure.)
d.
Optionally attach Customer details to the transaction. (Refer to the "Adding
Customer Details" procedure.)
e. Continue at step 4.
4. Click the Process Transaction button to register the transaction.
5. To update the transaction details click the Recur Details button in the Action
Items section of the page, and do the following based on the details that you wish
to update:





Card data: Refer to the "Updating Card Data for Recurring Transaction"
procedure beginning at step 6.
Address Verification data: Refer to the "Updating Address Verification Data
for Recurring Transaction" procedure beginning at step 6.
Customer Data: Refer to the "Updating Customer Details for Recurring
Transaction" procedure beginning at step 6.
Recurring Details: Refer to the "Updating Recurring Transaction Details"
procedure beginning at step 6.
Terminating Payment: Refer to the "Terminating a Recurring Transaction"
procedure beginning at step 6.
11.2 Recurring Transactions Report
Shows a detailed account of Recurring transactions processed on your store within a set
date range.
Before generating the report, narrow or widen the scope of your results by using criteria
such as the Date, Transaction response, Card type, Card number, Customer ID, Order ID,
Amount, and Batch number.
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
To generate this report:
1. Click on RECURRING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on recurring reports in the sub-menu bar.
The Recurring Reports page opens.
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3.
Select the search criteria. (Refer to the "Search Criteria for Reports:
Transactions/Vault/Recurring/Gift/Loyalty" procedure.)
4. Click the Submit Search button (or the Perform Query button).
The Transaction Summary page opens.
5. The procedure is complete.
11.3 Manage Recurring Transactions
Use the Manage Recurring Transactions functions to alter the characteristics of a
previously registered Recurring Billing transaction.

To view expiring cards, refer to the "Getting Expiring Cards for Recurring
Transactions" procedure.

To stop a Recurring payment, refer to the "Terminating a Recurring Transaction"
procedure.

To update card data, refer to the "Updating Card Data for Recurring Transaction"
procedure.
•
To update Address Verification data, refer to the "Updating Address Verification
Data" procedure.

To update the duration of a Recurring transaction (i.e., change the number of
times that a billing should occur), refer to the "Updating Recurring Transaction
Details" procedure.

To update Customer details, refer to the "Updating Customer Details for
Recurring Transaction" procedure.
11.3.1
Getting Expiring Cards for Recurring Transactions
Use the Get Expiring Cards function to retrieve recurring transaction profiles that use
registered cards on the verge of expiring. Once the cardholder has been contacted, you
will update the card information.
To generate this report:
1. Click on RECUR RING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on manage recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Get Expiring Cards button (or Perform Query button).
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Recurring Billing
The Transaction Summary page opens.




11.3.2
To stop a recurring transaction, begin at step 5 of the "Terminating a
Recurring Transaction" procedure.
To update credit Card data for a recurring transaction, begin at step 5 of the
"Updating Card Data for Recurring Transaction" procedure.
To update Customer details for a recurring transaction, begin at step 5 of the
"Updating Customer Details for Recurring Transaction" procedure.
To update the duration of a recurring transaction, begin at step 5 of the
"Updating Recurring Transaction Details" procedure.
Terminating a Recurring Transaction
Use the Terminate Recurring Payment function to discontinue (i.e., stop) a Recurring
transaction.
To stop a Recurring payment:
1. Click on RECUR RING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on manage recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
5. Click the Details button beside the Recurring transaction to be edited.
The Order History page opens.
6. Go to the Recurring Details section, and click the Terminate Payment button.
The Order History page reloads.
7. Look for the "payment has been successfully terminated" statement to confirm
that the payment has indeed been terminated.
8. The procedure is complete.
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11.3.3
Updating Card Data for Recurring Transaction
Use the Update Card Data function to change the payment card data for a recurring
transaction.
To update card data:
1. Click on RECUR RING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on manage recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
5. Click the Details button beside the Recurring transaction to be edited.
The Order History page opens.
6. Depending on the Recurring payment type being used, follow the appropriate
procedure to edit the Payment Details as necessary:
Note: If you are using the Managed Account Updater service and wish to
discontinue using the Updater service to update this profile, select the
Disable automatic card updates for this profile checkbox. This option may
already be selected depending on the response of the updater service (refer
to "Managed Account Updater Service" for more information).
Note: If a chip debit card is used (some cards only), refer to the credit card
procedure for entering Payment Details below.

Credit Card: Refer to the "Entering Payment Details - Credit Cards" procedure.
Note: If you are using the Managed Account Updater service you may switch
back and forth between using the older card data (Old Card Num) and
the newly updated card data (New Card Num) by clicking the Revert
button. If the Updater service has changed the card data multiple
times, you will only be able to revert the most recent update.
7. Click the Update Card Data button.
The Order History page reloads.
8. Go the Payment Details section, and look for the "card details updated
successfully" statement to confirm the change.
9. The procedure is complete.
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11.3.4
Recurring Billing
Updating Address Verification Data for Recurring
Transaction
Use the Update AVS function to change the customer address data associated with a
recurring transaction.
To update AVS data:
1. Click on RECUR in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on Manage Recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
5. Click the Details button beside the Recurring transaction to be edited.
The Order History page opens.
6. Go to the Address Verification section, and edit the data in the fields as necessary.
7. Click the Update Details button.
The page reloads.
8. Look for the "updated successfully" statement above the Update Details button to
confirm the change.
9. The procedure is complete.
11.3.5
Updating Customer Details for Recurring Transaction
Use the Update Customer Data function to revise information about a cardholder
associated with a recurring transaction.
To update Customer data:
1. Click on RECUR RING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on manage recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Submit Search button (or Perform Query button).
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The Transaction Summary page opens.
5. Click the Details button beside the Recurring transaction to be edited.
The Order History page opens.
6. Go to the Customer Data section, and key the new data into any of these fields:









First Name
Last Name
Company
Address
City
State/Province
Zip/Postal Code
Phone
Fax
7. Click the Update Customer Data button.
The Order History page reloads.
8. Go the Customer Data section, and look for the "customer details updated
successfully" statement to confirm the change.
9.
The procedure is complete.
11.3.6
Updating Recurring Transaction Details
Use the Update Recurring Details function to update the frequency of a recurring
transaction (i.e., change the number of times the transaction is scheduled to occur).
To update the details of a Recurring Transaction:
1. Click on RECUR RING in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on manage recurring in the sub-menu bar.
The Manage Recurring Transaction page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Managing Recurring
Transactions" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
5. Click the Details button beside the recurring transaction to be edited.
The Order History page opens.
6. Go to the Recurring Details section, and do one of the following:

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To change the duration of a recurring billing, key a different number into the
Recurs Remaining field.
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
Recurring Billing
To change the status of a recurring billing, select a Status radio button. (If
Hold is selected, the card will not be charged. If Active is selected, the
recurring billing will continue.)
7. Click the Update Recurring Details button.
The Order History page reloads.
8. Look for the "recurring details updated successfully" statement to confirm the
change.
9. The procedure is complete.
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12 The Vault
VAULT is an optional component of the Merchant Resource Center.
If your store is enabled for the Vault feature, you can create customer profiles, edit those
profiles, and use them to process transactions. This means that you will not have to
enter secure financial information each time you wish to process financial transactions
for these customers. Purchases, Pre-Authorizations, Independent Refunds (if enabled on
your store), and Recurring transactions can be processed from Vault profiles.
Each Vault profile is uniquely identified by a Data Key assigned by e-Select Plus.
Note: This Data Key is the identifier used to access the customer's profile and should be
kept confidential.
To access the Vault sub-menu bar:
1. Click on VAULT in the main menu bar:
2. The following profile/transactions or report may be initiated from the sub-menu
bar:




Vault Profile, registering a new (Refer to "Registering a Vault Profile.")
Vault Profiles, managing existing (Refer to "Managing Vault Profiles.")
Vault Report, generating (Refer to "Vault Report.")
Hosted Vault, configuring (Refer to "Hosted Vault Configuration.")
12.1 Registering a Vault Profile
Registering a Vault profile allows you to input cardholder Payment details that can be
recalled and used to process financial transactions any time in the future. To complete
the profile, all fields must be filled in correctly.
Note: Some debit chip cards may be used to create profiles.
To add a profile:
1. Click on VAULT in the main menu bar.
The sub-menu bar populates with Vault items.
2. Click on add profile in the sub-menu bar.
The Add Profile page opens.
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The Vault
3. Select a Transaction method from the Transaction Method drop-down list. (Refer
to the "Selecting a Payment Method" procedure.)

You may opt to have a Card Verification performed to obtain verification on
card and address data. To have the verification performed during the Vault
Profile registration process, select the Perform card verification checkbox.
Note: If the Account Status inquiry results are negative (i.e., the card or
address data cannot be verified), the registration process will be aborted
and you will have to re-enter the required data.
4. Fill in as required the transaction fields that appear:
a. Go to the Profile Details section, and fill in these optional fields:




Customer ID:
Phone Number:
E-mail Address:
Special Instructions:
b. Fill in the required Payment fields (as determined by the Payment method
selected):
Note: If a debit chip card is used, refer to the procedure for entering credit
card Payment details.

Credit Card: Refer to the "Entering Payment Details: Credit Cards"
procedure.
c. If the Address Verification section appears, fill in the associated data fields as
required. (Refer to the "Entering Address Verification Details" procedure.)
d. Optionally attach Customer details to the transaction. (Refer to the "Adding
Customer Details" procedure.)
e. Continue at step 5.
5. Depending on what is selected as the Payment method, do one of the following:

If any one or combination of -Keyed or -Keyed Entry is selected:
a. Click the Register Profile button.
b. Continue at step 6.

If any one of -Pinpad or -MSR is selected, refer to the appropriate column
below:
a. Click the Swipe Card to Register Profile button on your computer screen.
b. When the "swipe credit card" (or similar) message appears on your
computer screen, swipe the card on the connected dedicated magnetic
stripe reader.
6. Please wait.
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The Vault
The response page opens on your computer screen. The "registration successful"
statement and Data key are displayed.
7. Store the newly generated and registered Data key for future reference.
Note: Receipts are not generated.
8. To initiate a financial transaction with this profile:
a. Click a <Transaction Name> button in the Action Items section, and then refer
to one of the following procedures depending on the transaction that is
initiated:




Purchase: Continue in the "Purchase with Debit/Credit Card" procedure
beginning at step 4.
Pre-Authorization: Continue in the " Pre-Authorization with Debit/Credit
Card" procedure beginning at step 4.
Independent Refund: Continue in the "Independent Refund with
Debit/Credit Card" procedure beginning at step 4.
(For this option to appear, your store must be enabled to support
Independent Refunds.)
Add Recurring Transaction: Continue in the "Adding a Recurring
Transaction" procedure beginning at step 3.
12.2 Hosted Vault Configuration
This feature allows for the integration of the Vault into an independent merchant
Website or application. The collection of the secure credit card or bank account data is
handled on a secure Moneris Hosted Page.
Each e-Select Plus account may have up to five unique Hosted Vault Page configurations.
Please note that these configurations do not equate to different stores: All profiles are
added to the same store. Each configuration can have a differing appearance as well as
handle responses in varying ways.

For information about how to view or download detailed Hosted PayPage
configuration instructions, refer to "Assistance and Resources."
12.3 Managing Vault Profiles
Use the Manage Vault Profile function to retrieve a previously registered Vault profile
and then alter its characteristics.
To update or delete a profile:
1. Click on VAULT in the main menu bar.
The sub-menu bar populates with Vault items.
2. Click on manage profiles in the sub-menu bar.
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The Vault
The Manage Profiles page opens.
3. Go to the Create Date section, and select date and/or specific time criteria:

To select a common date (e.g., Today, Yesterday, This Week, etc.):
a. Select the radio button under Date.
b. Select a date from the adjacent drop-down list (also under Date).

To select a more specific date and time:
a. Select the From/To radio button.
b. Select a date and time in the From drop-down list.
c. Select a date and time in the To drop-down list.
4. To narrow the search by other criteria, go to the Other Criteria section:
Note: If you have only partial data for any criterion, make sure to select the begins
with or the ends with radio button.




To narrow the search by Data Key: Select the Data Key checkbox, and key the
value into the field.
To narrow the search by Customer ID: Select the Customer ID checkbox, and
key the ID into the field.
To narrow the search by E-mail Address: Select the E-mail Address checkbox,
and key the address into the field.
To exclude profiles being updated through the Managed Account Updater
service, select the Managed Account Update Ignore Enabled checkbox.
5. To get profiles that have an expiring card:
a. Go to the Expiring Cards section.
b. Select the Get Expiring Cards checkbox.
6. To sort the search results:
a. Select an order from the Sort Transactions by drop-down list.
b. To set the number of search hits appearing on a page, select an option from
the Rows per Page drop-down list.
c. Select an ascending/descending order from the Sort Order drop-down list.
7. To save the current search parameters, click the Save Settings button; otherwise,
click the Submit Search button to proceed without saving the current settings.
 If the Perform Query button appears, click it.
The Profile List page opens.
To disable automatic card updates for a particular profile, checkmark the box
Disable automatic card updates for this profile.
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8. Go to the profile to be edited, and click the Details button appearing beside it.
The page reloads.
9. Do one of the following:




To update a Vault profile's Card data, refer to the "Updating Card Data of
Vault Profile" procedure beginning at step 2.
To update a Vault profile's Address Verification data, refer to the "Updating
Address Verification Data of Vault Profile" procedure beginning at step 2.
To update a Vault profile's Customer details, refer to the "Updating Customer
Details of Vault Profile" procedure beginning at step 2.
To delete a Vault profile, refer to the "Deleting a Vault Profile" procedure
beginning at step 2.
10. To initiate a financial transaction (including registering a Recurring transaction)
with this profile:
a. Click a <Transaction Name> button in the Action Items section, and then refer
to one of the following procedures depending on the transaction that is
initiated:




12.3.1
Purchase: Continue in the "Purchase with Debit/Credit Card" procedure
beginning at step 4.
Pre-Authorization: Continue in the " Pre-Authorization with Debit/Credit
Card" procedure beginning at step 4.
Independent Refund: Continue in the "Independent Refund with
Debit/Credit Card" procedure beginning at step 4. (For this option to
appear, your store must be enabled to support Independent Refunds.)
Add Recurring Transaction: Continue the "Adding a Recurring
Transaction" procedure beginning at step 3.
Updating Card Data of Vault Profile
Follow the steps below to change the card data associated with a Vault profile.
To update the Card data:
1. Retrieve the Vault profile to be updated. (Refer to the "Managing Vault Profiles"
procedure.)
2. Edit as necessary Payment Details fields. (Refer to the "Entering Payment Details:
Credit Cards" procedure.)
Note: If you are using the Managed Account Updater service and wish to
discontinue using the Updater service to update this profile, select the
Disable automatic card updates for this profile checkbox. This option may
already be selected depending on the response of the updater service (refer
to "Managed Account Updater Service" for more information).
3. Click the Update Details button.
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4. Look for the confirmation statement as evidence that the profile was updated.

12.3.2
To initiate a financial transaction with this Vault profile, refer back to the
"Managing Vault Profiles" procedure beginning at step 10.
Updating Address Verification Data of Vault Profile
Follow the steps below to change the customer address data associated with a Vault
profile.
To update the AVS data:
1. Retrieve the Vault profile to be updated. (Refer to the "Managing Vault Profiles"
procedure.)
2. Go to the Address Verification section, and update the associated fields as
necessary. (Refer to the "Entering Address Verification Details" procedure.)
3. Click the Update Details button.
4. Look for the confirmation statement as evidence that the profile was updated.

12.3.3
To initiate a financial transaction with this Vault profile, refer back to the
"Managing Vault Profiles" procedure beginning at step 10.
Updating Customer Details of Vault Profile
Follow the steps below to change the customer details associated with a Vault profile.
To update the Customer details:
1. Retrieve the Vault profile to be updated. (Refer to the "Managing Vault Profiles"
procedure.)
2. Go to the Profile Details section, and update these fields as necessary:




Customer ID:
Phone Number:
E-mail Address:
Special Instructions:
3. Click the Update Details button.
4. Look for the confirmation statement as evidence that the profile was updated.

To initiate a financial transaction with this Vault profile, refer back to the
"Managing Vault Profiles" procedure beginning at step 10.
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12.3.4
Deleting a Vault Profile
Follow the steps below to delete a Vault profile.
To delete the profile:
1. Retrieve the Vault profile to be deleted. (Refer to the "Managing Vault Profiles"
procedure.)
2. Go to the Profile Details section, and update these fields as necessary:
3. Click the Delete Profile button.
The page reloads.
4. Click the CONFIRM button.
The page reloads.
5. Look for the confirmation statement as evidence that the profile was deleted.
6. Click the Close button.
7. The procedure is complete.
12.4 Vault Report
Generate this report to view detailed information regarding all attempted Vault
transactions occurring since the bolded date appearing at the top of the Vault Report
page.
Before generating the report, narrow or widen the scope of the results by using criteria
such as Date, Transaction type, Transaction response, Payment type, and other criteria
such as Card type, Card number, Customer ID, Data Key, Order ID, Amount, Batch
number, ECI, and User name.
To generate this report:
1. Click on VAULT in the main menu bar.
The sub-menu bar populates with Vault items.
2. Click on vault reports in the sub-menu bar.
The Vault Reports page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Reports:
Transactions/Vault/Recurring/Gift/Loyalty" procedure.)
4. Click the Submit Search button (or the Perform Query button).
The Transaction Summary page opens.

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To modify or delete a Vault profile or process a transaction with that profile:
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The Vault
a. a. Locate the Vault profile appearing in the transaction list, and then click
the Data Key hyperlink of the transaction.
The profile opens.
b. Continue at step 9 of the "Managing Vault Profiles" procedure.
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13 Reports
REPORTS (i.e., Transaction and Batch Reports) is a standard component of the Merchant
Resource Center.
Use the functions of this component to close batches and generate reports regarding all
transactions processed through your store.
To access the Reports sub-menu:
1. Click on REPORTS in the main menu bar:
2.
The following reports may be initiated from the Reports sub-menu bar:





Transactions report for debit/credit transactions
(Refer to "Transactions Report: Debit/Credit.")
Batches report for host totals
(Refer to "Batches Report.")
Transactions report for gift/loyalty transactions.
(Refer to "Transactions Report: Gift /Loyalty.")
Transaction report for group transactions
(Refer to "Group Transactions Report.")
Managed Account Updater
(Refer to "Managed Account Updater Report.")
Note: The following reports are not accessible from the REPORTS sub- menu;
rather, they are accessed from other sub-menus:
• Transactions report for Recurring transactions
(Refer to the "Recurring Transactions Report" procedure.)
•
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Vault report for transactions processed from a Vault profile
(Refer to the "Vault Report" procedure.)
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Reports
13.1 Transactions Report: Debit/Credit
Generate this report to view detailed information about debit/credit transactions
processed on your store within a set date range. Cash transactions are also included in
the report.
Before generating the report, narrow or widen the scope of the results by using criteria
such as Date, Transaction type, Transaction response, Card type (includes cash), Card
number, Customer ID, Order ID, Amount, Batch number, ECI, and User name.
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
To generate this report:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Reports items.
2. Click on transactions in the sub-menu bar.
The Transaction Reports page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Reports:
Transactions/Vault/Recurring/Gift/Loyalty" procedure.)
4. Do one of the following:


To retrieve transaction totals and transaction records (includes full
transaction details), click the Submit Search button (or the Perform Query
button).
To retrieve only transaction totals, click the Query Totals button.
The Transaction Summary page opens.
5. The procedure is complete.
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13.2 Batches Report
Generate this report to view a detailed account of your store's transactions according to
batch. (Cash transactions are not included on this report.)
Before generating the report, narrow or widen the scope of the results by using criteria
such as Date, Batch Number, Batch Status, and Terminal ID.
Important!
Moneris recommends that you use this report to verify orders and review
the batch status on a regular basis.
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
To generate this report:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Reports items.
2. Click on batches in the sub-menu bar.
The Batch Reports page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Batches Report"
procedure.)
4. Click the Submit Search button (or Perform Query button).
The report is generated.
5. Click the Details button beside the Terminal ID about which you wish to view a
detailed report.
The report for that Terminal ID opens.
6. The procedure is complete.
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Reports
13.3 Transactions Report: Gift /Loyalty
Generate this report to view a detailed account of all gift/loyalty transactions processed
on your store within a specific date range to a maximum of 18 months. (Cash
transactions are not included on this report.)
Before generating the report, narrow or widen the scope of the results by using criteria
such as Date, Transaction type, Transaction Response, Card number, Customer ID, Order
ID, Batch number, and User name.
To generate the report:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Reports items.
2. Click on gift/loyalty transactions in the sub-menu bar.
The gift/loyalty Transactions page opens.
3. Select the search criteria. (Refer to the "Search Criteria for Reports:
Transactions/Vault/Recurring/Gift/Loyalty" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
5. The procedure is complete.
13.4 Group Transactions Report
Generate this report to view a detailed account of Grouped transactions processed on
your store within a set date range.
Before generating the report, narrow or widen the scope of the results by using criteria
such as Date, Ticket #, and User name.
Note: Visa Debit transactions are reported under "Visa" (i.e., there is no distinction
between Visa credit and Visa debit transactions in the report).
To generate this report:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Reports items.
2. Click on group transactions in the sub-menu bar.
The Grouped Transactions page opens.
3. Select the search criteria. (Refer to the "Criteria for Reports:
Transactions/Vault/Recurring/Gift/Loyalty" procedure.)
4. Click the Submit Search button (or Perform Query button).
The Transaction Summary page opens.
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5. To view a detailed report about any Group transaction, click the Details button
beside any Grouped transaction listed.
The report is generated (the Transaction Summary page opens).
6. The procedure is complete.
13.5 Managed Account Updater Report
Shows registered Vault profiles and/or Recurring transactions for which card data has
changed because of an update made through the Managed Account Updater service.
Managed account updater totals are shown at the top of the report. Totals are broken
down into five categories:

CLOSED: Indicates the card (account) number registered to a Vault profile or
Recurring transaction set up on your store has been closed/cancelled. The card
should not be used to process transactions.

CONTACT: Indicates the cardholder should be contacted for further details
regarding the card (account) number registered to the Vault profile or Recurring
transaction set up on your store.
The card should not be used to process transactions.

EXPIRY: Indicates the card (account) number registered to a Vault profile or
Recurring transaction set up on your store has expired but has since been
updated. The card can be used to process transactions.

UPDATE: Indicates the card (account) number registered to a Vault profile or
Recurring transaction has been updated. This card can be used to process
transactions.
To generate this report:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Recurring items.
2. Click on managed account updater in the sub-menu bar.
The Managed Account Updater Reports page opens.
3. Select the search criteria for this report. (Refer to the "Search Criteria for Reports:
Managed Account Updater" procedure.)
4. Click the Submit Search button (or the Perform Query button).
The Transaction Summary page opens.
5. The procedure is complete.
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14 End-Of-Day Procedure
Follow this procedure daily to ensure that funds are deposited to your Merchant account
the next business day.
1. If your store is set for Manual Batch Close, close the appropriate batch (as
identified by Terminal ID) before 11 PM Eastern Standard Time. (Refer to the
"Closing a Batch Manually" procedure.)
OR
If your store is set for Auto-Batch Close, begin at step 2.
2. Generate a Batch Report for the current business day. (Refer to the "Batches
Report" procedure)
Note: If the report indicates an "Out of Balance" status, contact Moneris within 5
business days for assistance.
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15 Administrative Functions
ADMIN (i.e., Administrative Functions) is a standard component of the Merchant
Resource Center.
Use the functions and settings of this component to configure parameters for the entire
store as well as other registered User accounts.
To access the Admin sub-menu bar:
1. Click on ADMIN in the main menu bar:
2.
The following functions and settings may be configured from the Admin submenu bar:










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Add User (Refer to the "Adding a User" procedure.)
Audit Logs (Refer to "Audit Logs.")
IP Access (Refer to the "IP Access" procedure.)
Modify User (Refer to "Modifying Users.")
Notification (Refer to the "Notification" procedure.)
Store Settings (Refer to "Store Settings.")
Multi-Store Login (Refer to "Multi-Store Login.")
DirectPost Config (Refer to "Web Integration Options.")
Hosted PayPage Config (Refer to "Web Integration Options.")
Hosted Tokenization (Refer to "Web Integration Options.")
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15.1 Adding a User
Use the Add User function to create new User credentials allowing new users to log into
the Merchant Resource Center.
Creating a user is a multi-step process: The first step is to identify the user and create the
Login credentials. In the subsequent steps define what the user has access to and assign
permissions allowing the user to exercise varying degrees of administrative control over
other users and access Merchant Resource Center functions.
To add a new user:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on add user in the sub-menu bar.
The Add User page opens.
3. Go to the User Information section, and fill in these required fields:
Note: The new password must adhere to these criteria (the password fields
are case sensitive):
• must be 7-16 characters long





•
must start with a letter
•
must contain a number
•
cannot be the same as the previous 4 passwords
First Name
Last Name
Username
Temporary Password
Confirm Temporary Password
4. Click the Save User button.
The User permissions page opens.
5. Set the User permissions. (Begin at step 6 of the "Modify User Permissions"
procedure.)
The Create User page opens. (A "Username X has been successfully created and
configured" confirmation statement appears.)
6. The procedure is complete.


To create another user, click the Continue button. (Repeat steps 3 to 5 of this
procedure.)
To make this user an administrator, assign their Administrator Permissions.
(Refer to "Administrator Permissions" for more information.)
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15.2 Audit Logs
Use the functions on the Audit Logs page to view a detailed audit of various types of user
activity on the Merchant Resource Center. The following logs can be generated:

Access Violations
(Refer to the "Access Violations Log" procedure.)

Administrative Changes logs
(Refer to the "Administrative Changes Log" procedure.)

User Changes log
(Refer to the "User Changes Log" procedure.)

Login History log
(Refer the "Login History Log" procedure.)
15.2.1
Administrative Changes Log
Use this Audit Log security feature to view details regarding all administrative changes
made by other Merchant Resource Center users.
Changes include modifications to a DirectPost or Hosted PayPage configuration, IP
Access settings, Notification settings, or Store Settings (i.e., API token, Auto-Logout
period, Batch Close setting, and Receipt Details).
To view this log:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on audit logs in the sub-menu bar.
The Audit Logs page opens.
3. Go to the Admin Changes section, and select a From/To date and time:
a. Select a date and time in the From drop-down list (activity data are retrieved
from this time and date forward).
b. Select a time and date in the To drop-down list (activity data are retrieved up
to this time and date).
4. To narrow the search, select any of the following options:

Retrieve data about a specific user:
a. Select the Username radio button.
b. Select a User name from the Username drop-down list.

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Retrieve data about Administrative configuration changes:
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a. Select the Change radio button.
b. Select the type of change from the Change drop-down list.
Note: The drop-down list will include only the changes that have occurred
on the store. However, the drop-down list will be empty if no
changes have occurred.
5. Click the Search for Admin Changes button.
The Admin Changes Logs page opens (if there are any changes meeting your
criteria).
6. The procedure is complete.
15.2.2
Access Violations Log
Use this Audit Log security feature to view details regarding attempts by users to access
or perform any functions for which they do not have sufficient permissions assigned to
them.
To view this log:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on audit logs in the sub-menu bar.
The Audit Logs page opens.
3. Select an Access Violations time:
a. Go to the Access Violations section.
b. Select a date and time in the From drop-down list (activity data are retrieved
from this time and date forward).
c. Select a date and time in the To drop-down list (activity data are retrieved up
to this time and date).
4. To narrow your search, select any of the following criteria:

Retrieve data about a specific user:
a. Select the Username radio button.
b. Select an Account User name from the Username drop-down list.

Retrieve data about the attempted access violation of a specific page:
a. Select the Page Violation radio button.
b. Select the page from the Page Violation drop-down list.
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
Retrieve data about a specific violation type:
a. Select the Violation Type option.
b. Select the violation type from the Violation Type drop-down list.
5. Click the Search for Access Violations button.
The Transaction Summary page opens (if there are any violations meeting your
criteria).
6. The procedure is complete.
15.2.3
Login History (of the Merchant Resource Center)
Use this Audit Log security feature to verify that there have been no unauthorized
attempts (successful or unsuccessful) to log into the Merchant Resource Center.
By using the Login History function, it is possible to view a history of the previous five
successful and the previous five failed logins for a specific user or for all users associated
with the Merchant Resource Center. Login details include Date, User name, result, and IP
address. Reasons for any login failures are also listed.
Note: To view a login history for anyone using your own Login credentials, refer to the
"Login History: Your Account" procedure.
To view this log:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on audit logs in the sub-menu bar.
The Audit Logs page opens.
3. Go to the Login History section.
4. To narrow the search, select any of the following options:

Retrieve activity data about a specific user:
a. Select the Username option.
b. Select a username from the Username drop-down list.

Retrieve results data about logins:
a. Select the Login Result option.
b. Select the result type from the Login Result drop-down list.
5. Click the Search Login History button.
The Login History page opens (if there are any logins that meet your criteria).
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6. The procedure is complete.
15.2.4
User Changes Log
Use this Audit Log security feature to view details regarding the changes made to a User
account or changes made by a user.
Changes include any modification to the default ECI, the Security pass-phrase, the
Transaction Summary fields, the PINpad com port, the permissions, or any passwords.
Creating users and deactivating users are also changes included in the log.
To view this log:
1.
Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on audit logs in the sub-menu bar.
The Audit Logs page opens.
3. Go to the User Changes section, and select a time and date in the From dropdown list (activity data are retrieved from this time and date forward).
4. Select a time and date in the To drop-down list (activity data are retrieved up to
this time and date).
5. To narrow the search, select any of the following options:

Retrieve activity data about a specific user:
a. Select the Username option.
b. Select a User name from the Username drop-down list.

Retrieve data about affected users:
a. Select the Affected User option.
b. Select the page from the Affected User drop-down list.

Retrieve data about a specific change:
a. Select the Change option.
b. Select the change from the Change drop-down list.
Note: The drop-down list will include only the changes that have occurred
on the store. However, the drop-down list will be empty if no
changes have occurred.
6. Click the Search for User Changes button.
The User Changes Logs page opens (if there are any changes meeting your
criteria).
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7. The procedure is complete.
15.3 IP Access
Use the IP Access Control function to restrict the IP addresses from which users can
access the Merchant Resource Center.
To restrict IP Access to a full or partial IP address:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on ip access in the sub-menu bar.
The IP Access page opens.
3. Key the IP address into the Full or Partial IP field.
Note: You can specify a full or partial IP address. To define a partial IP you should
include the '.' (period) after a completed octet so as to limit access to that
precise octet. For example: '192.16.' will only allow IPs that start with
'192.16'; however, '192.16' will allow 192.16, 192.160, 192.161. . .
4. Use the Bypass User drop-down list to select a user who will not be subject to the
restrictions of the IP Access list.
Important!
This "Bypass user" should be the same for all IPs listed (if there are
any listed). The bypass user exists in case your IP address changes. Should this
happen, at least one user can still access the Merchant Resource Center to update
the IP lists.
The e-Select Plus Support will not alter any of your IP restrictions.
5. Click the Save IP button.
The IP Access Control page reloads, and the Allowed IP Addresses section appears
with the new authorized IP address listed.
6. The procedure is complete.
To remove an IP address from the Allowed IP Access list:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on ip access in the sub-menu bar.
The IP Access page opens.
3. Go to the Allowed IP Addresses section, and click the Remove button beside the IP
address that you wish to delete.
The Confirm Delete page opens.
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4. Confirm that this is the IP address that you wish to delete, and then click the
Remove IP button.
The IP Access Control page reloads. (The IP address that you deleted no longer
appears.)
5. The procedure is complete.
15.4 Modifying Users
Use the functions on the Modify User page to make changes to existing user accounts.
The following changes can be made to accounts:

Deactivate an account. (Refer to the "Deactivating a User" procedure.)

Modify User Permissions or the Administrator Level. (Refer to the "Permissions"
procedure.)

Change a Login password. (Refer to the"Changing a User's Login Password"
procedure.)
15.4.1
Changing a User's Login Password
Every user needs a password to log into the Merchant Resource Center. You can change a
user's Login password if you have sufficient permissions.
Note: To change your own password, refer to the " Changing Your Login Password "
procedure.
To change a user's Login password:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on modify user in the sub-menu bar.
The Modify User page opens.
3. Go to the Locate User section, and fill in these fields:


Last Name
Username
Note: If you have only partial name information, go to the Order By section, and
select a sort order radio button.
4. Click the Locate User button.
The Select User page opens.
5. Click the Edit User button appearing beside the User account to be modified.
A page opens detailing current user account information.
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6. Go to the Change Password section, and fill in the following fields:
Note: The new password must adhere to these criteria (the password fields are case
sensitive):
• must be 7-16 characters long


•
must start with a letter
•
must contain a number
•
cannot be the same as the previous 4 passwords
New Password
Confirm Password
7. Click the Update User button.
The page reloads.
8. Look for the "successfully updated" statement above the Update User button to
confirm that the change has been saved.
9. The procedure is complete.
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15.4.2
Administrative Functions
Permissions
Configure Permissions and Admin Levels settings for user accounts so that certain
Merchant Resource Center components and functions are restricted only to those users
to whom you assign sufficient access rights.

To modify a user's Administrator-level permissions, refer to the "Modifying
Administrator Permissions" procedure.

To modify a user's User-level permissions, refer to the "Modifying User
Permissions" procedure.
15.4.2.1
Modifying the Administrator Level
Assign Administrator permissions only to a user whom you want to perform
administrative duties such as managing other users' accounts, adding and deleting
users as necessary, configuring the Merchant Resource center, and monitoring usage
activity.
Important!
A user possessing full Administrator permissions has complete control
over other users and the Merchant Resource Center.
You should judiciously assign permissions to other users based on business
requirements.
For information about payment card industry best security practices, refer to the
Payment Card Industry (PCI) Security Standards Council's Web site at
https://www.pcisecuritystandards.org/index.shtml. You should not assign
administrator permissions to a user unless you want that user to have control over other
users' accounts and the behaviour of the Merchant Resource Center.
To modify Admin permissions:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on modify user in the sub-menu bar.
The Modify User page opens.
3. Go to the Locate User section, and fill in these fields:


Last Name
Username
Note: If you have only partial name information, go to the Order By section, and
select a sort order radio button.
4. Click the Locate User button.
The Select User page opens.
5. Click the Edit User button appearing beside the User account to be modified.
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A page opens containing details about the User account.
6. Click the Set Level button.
Note: This button appears only if this user has permissions enabled to
modify/update another user.
The Permissions page opens.
7. Select a radio button in each of the three categories of permissions:
Administrative, Transaction, and Report. (For a listing of available Administrator
permissions, refer to "Administrator-Level Permissions List.")
8. When you have finished modifying permissions, click the Update Level button.
The page reloads.
9. Look for the "successfully updated" statement above the Update Level button to
confirm that the change has been saved.
10. The procedure is complete.
15.4.2.2
Administrator-Level Permissions List
Administrator permissions are grouped under three categories: Administrative,
Transactions, and Reporting.
Administrative:
Assign the following permissions to grant a user complete ability, limited ability, or no
ability to grant Administrative abilities to other users. Select one option:
OPTION
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ALLOWS USER TO...
All Administrative Access
Grant the ability to enable full
administrative access.
Add/Modify User and Audit Logs
Grant the ability to add/modify user and
to view audit logs.
Add / Modify User
Grant the ability to add or modify users.
Modify User Only
Grant the ability to modify users only.
None (User is unable to grant Admin
access to others.)
Do nothing.
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Transactions:
Assign the following permissions to grant a user complete ability, limited ability, or no
ability to grant Transaction abilities to other users. Select one option:
OPTION
ALLOWS USER TO...
All transactions, including Gift/Loyalty
Activate, Gift Purchase, and Balance
Inquiry.
Grant the ability to process all financial
transactions.
All transactions except Void, Refund,
and Independent Refund. (Also
excludes Gift/Loyalty Deactivate, Void,
Refund, and Independent Refund.)
Grant the ability to process all financial
transactions except Voids, Refunds, and
Independent Refunds, (including gift/loyalty
Deactivate, Voids, Refunds, and Independent
Refunds) .
None - User is unable to grant
Transaction access to others.
Do nothing.
Reporting:
Assign the following permissions to grant a user complete ability, limited ability, or no
ability to grant Reporting abilities to other users. Select one option:
OPTION
ALLOWS USER TO...
All reports, including Gift/Loyalty
Transaction report.
Grant the ability to generate all reports.
All reports, except the ability to close
batches.
Grant the ability to generate all reports but
deny the ability to close batches.
None - User is unable to grant Report
access to others.
Do nothing.
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15.4.2.3
Modifying User Permissions
Assign User permissions to define a user's ability to access and use Merchant Resource
Center functionality.
To modify User permissions:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on modify user in the sub-menu bar.
The Modify User page opens.
3. Go to the Locate User section, and fill in these fields:


Last Name: Key in the last name of the user.
Username: Key in the login name of the user.
Note: If you have only partial name information, go to the Order By section, and
select a sort order radio button.
4. Click the Locate User button.
The Select User page opens.
5. Click the Edit User button appearing beside the User account to be modified.
A page opens detailing current user account information.
6. Click the Set Permissions button.
The User permissions page opens.
7. Select permissions checkboxes in each Permissions section that appears. (For a
full listing of User permissions, refer to "User-Level Permissions List."


To select all permissions checkboxes simultaneously, click the Select All
button at the bottom of the page.
To deselect all permissions checkboxes simultaneously, click the Deselect All
button.
8. When you have finished assigning permissions, click the Update Permissions
button.
The page reloads.
9. Look for the "successfully updated" statement above the Update Permissions
button to confirm that the change has been saved.
10. The procedure is complete.
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15.4.2.4
Administrative Functions
User-Level Permissions List
The following User permissions may be updated: Administrative, Transaction, Report,
Gift Transactions, and Vault:
Administrative Permissions:
OPTION
ALLOWS USER TO...
Add User
Access transaction page.
Alter Notification Addresses
Access transaction page.
Alter Batch
Access transaction page.
Audit
Access transaction page.
Configure DirectPost
Access transaction page.
Configure Hosted Paypage
Access transaction page.
Configure Multi Merchant
Access transaction page.
Modify User
Access transaction page.
Save Changes *
Execute any of the functions in this section.
(Note: If you deselect this checkbox, the user is restricted
to view-only access: Any attempt to alter the
configuration settings by this user will be logged.)
Set IP Access
Access transaction page.
Store Settings
Access transaction page.
View API Token
Access transaction page.
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Transaction Permissions:
OPTION
ALLOWS USER TO...
Add Recurring
Access transaction page.
Authorization
Access transaction page.
Capture
Access transaction page.
Card Verification
Access transaction page.
Create Group
Access transaction page.
Execute Transactions*
Process transactions.
* Note: If you deselect this checkbox, the user will only be
able to view the transaction screen, but they will not be
able to process the transaction.
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Independent Refund
Access transaction page. (For this permission to appear,
your store must be enabled to support Independent
Refunds.)
Mandatory AVS
Submit Address Verification data.
(Your account must be enabled for E-Fraud Protection
feature.)
Mandatory CVD
Submit Card Verification digits.
(Your account must be enabled for E-Fraud Protection
feature.)
Purchase
Access transaction page.
Refund
Access transaction page.
Retry Recurring
Retry a declined recurring transaction.
Voice Authorization
Access transaction page.
Void
Access transaction page.
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Report Permissions:
OPTION
ALLOWS USER TO...
Allow batch close
Process a manual Batch Close.
Allow view of all users'
transactions*
View all the transactions processed on the
Merchant Resource Center.
*Note: If you deselect this checkbox, the user will be
able to view only the transactions that they
themselves processed.
Alter Recurring Transactions
Modify a Recurring transaction.
Batches
Access transaction page.
Note: The generated Batch report details will
display all transactions regardless of the Allow
view of all users' transactions setting.
Execute Transactions/Batches:
Process follow-up (i.e., follow-on) transactions, and
process Batch Close transactions.
Grouped Transactions
Access transaction page.
Manage Recurring Transactions
Access transaction page.
Recurring Transaction Reports
Access transaction page.
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Gift/Loyalty Permissions:
OPTION
ALLOWS USER TO...
Execute Gift/Loyalty Transactions Reports*
Process transactions and generate reports.
* Note: If this setting is disabled, the user
will only be able to view the transaction
and/or report page; they will not be able to
process the actual transaction/generate
the report.
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Gift/Loyalty Activate
Process a gift/loyalty Activate transaction.
Gift/Loyalty Balance Inquiry
Process a gift/loyalty Balance Inquiry
transaction.
Gift/Loyalty Deactivate
Process a gift/loyalty Deactivate
transaction.
Gift/Loyalty Independent Refund
Process a gift or loyalty Independent
Refund transaction.
Gift/Loyalty Purchase
Process a gift/loyalty Purchase transaction.
Loyalty Redemption
Process a loyalty redemption.
Gift/Loyalty Refund
Process a gift/loyalty Refund transaction.
Gift/Loyalty Transaction Report
Generate a gift/loyalty Transaction report.
Gift/Loyalty Void
Process a gift/loyalty Void transaction.
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Vault Permissions:
Option
ALLOWS USER TO...
Add Profile
Access transaction page.
Delete Profile
Delete a Vault profile.
Execute Vault Transactions/Reports
Process Vault transactions and reports.
* Note: If you deselect this checkbox, the user will
only be able to view the transaction page, but they
will not be able to process the transaction.
Manage Profiles
Access transaction page.
Vault Reports
Access transaction page.
Update Profile Details
Update a Vault profile.
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15.4.3
Deactivating a User
Use the Deactivate User function to render another user's account inactive (i.e.,
deactivate the account) so that the user can no longer access the Merchant Resource
Center with their login credentials.
Note: Deactivating a user account does not delete historical data for that user's activities.
To deactivate a User account:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on modify user in the sub-menu bar.
The Modify User page opens.
3. Go to the Locate User section, and fill in these fields:
Note: If you have only partial name information, go to the Order By section, and
select a sort order radio button.


Last Name
Username
4. Click the Locate User button.
The Select User page opens.
5. Click the Deactivate button appearing beside the User account to be deactivated.
A page opens to confirm that the user has been "successfully deactivated."
6. The procedure is complete.

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To continue modifying other users, click the Back button.
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15.5 Notification
By using the E-mail Notification function, you can get alerts from Moneris about
important information regarding your Merchant Resource Center service. This
information may include updates about new features or system outage notifications.
Important!
You must provide a valid e-mail addresses so as to ensure that you get the
most up-to-date information alerts from Moneris Solutions.
To add an e-mail address to your notification list:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on notification in the sub-menu bar.
The Email Notification page opens.
3. Go to the Add Email section, and key your e-mail address into the Email Address
field.
4. Click the Add Email Address button.
The page reloads, and the new address is listed below in the Notification Emails
section.
5. The procedure is complete.
To remove an e-mail address from your notification list:
1. Click on ADMIN in the main menu bar.
The Administrative Functions component opens, and the sub-menu bar
populates with Admin items.
2. Click on notification in the sub-menu bar.
The Email Notification page opens.
3. Go to the Notification Emails section, and click the Remove button beside the
address that you wish to delete.
The Confirm Delete page opens.
4. Click the Remove Email button.
The Email Notification page opens.
5. Look for the confirmation statement that the e-mail has been "successfully
removed from the notification list." (The address no longer appears in the
notification list.)
6. The procedure is complete.
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15.6 Store Settings
Use the Store Settings page to configure the behaviour of the Merchant Resource Center
for all users logging into your store. The following settings can be configured:
Note: The settings listed below may or may not appear depending on your Merchant
account setup.

API token (Refer to the "API Token" procedure).

Asynchronous Transaction Response (Refer to the "Asynchronous Transaction
Response" procedure.)

Auto-Logout time (Refer to the "Auto-Logout Period" procedure.)

Batch Close time (Refer to the "Batch Close Time" procedure.)

Cash settings (Refer to the "Cash Settings" procedure.)

Managed Account Updater settings (Refer to the "Managed Account Updater
Settings" procedure.)

Receipt details (Refer to the "Receipt Details" procedure.)

Tip settings (Refer to the "Tip Settings" procedure.)
15.6.1
API Token
The API Token is a string of alphanumeric characters that is store specific. Moneris uses
the API token to validate the identity of your online store when E-commerce transactions
are being performed as part of an integrated Web solution. When you opt to send Ecommerce transactions directly from your Website, the transaction requests originate
from an e-Select Plus API.
Important!
You MUST NOT transmit this token in an e-mail or any other insecure
communication medium. If you believe that your token has been compromised, you
should generate another token.
To (re)generate a token:
Note: If you (re)generate your API token and are using an e-Select Plus API, you need to
update your code to reflect the newly generated token. If you do not update your
code, all transactions using the e-Select Plus API will generate an "API Token
Mismatch" error. (This error will not affect transactions processed via the Merchant
Resource Center.)
1.
Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
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3. Click the Re-generate API Token button.
A "Re-generate API Token" warning message appears.
Important!
e-Select Plus Support CANNOT re-activate an old token once a
new one has been generated.
4.
Click the Re-generate API Token button again.
The new API token is generated.
5. All users currently logged in must log out. (These users may then log in again).
6. The procedure is complete.
15.6.2
Auto-Logout Period
Set the Auto-Logout Period to control the amount of time that must elapse before the
Merchant Resource Center automatically logs out a user due to inactivity.
Note: Once this value is updated, it will apply to all users within the store
To configure this setting:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Scroll down to the Automated Logout section, and key a logout time into the Auto
Logout Time field.
Note: The amount entered must be in minutes and can be between 10 minutes
and 720 minutes (12 hours).
4. Click the Save Logout Period button.
The page reloads.
5. Look for the "logout period has been updated" confirmation statement above the
Save Logout Period button to confirm that the change has been saved.
6. The procedure is complete.
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15.6.3
Batch Close Time
At the end of every day (11 PM EST) the Batch must be closed so that funds are settled the
next business day. Funds are usually deposited the following business day, as long as
the batch has been closed prior to 11 PM. For any batches closed after 11 PM, the
deposit will be delayed by one business day.
Note: All time units are in Eastern Time.

To set an automatic daily close time, refer to the "Setting a Close Batch Time"
procedure.

To close the batch manually, refer to the "Closing a Batch Manually" procedure.
15.6.3.1
Setting the Batch Close Time
To configure this setting:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Scroll down to the Batch Close Time section, and select a Batch Close time:



Manually close batch via API or Merchant Resource Center: The Batch never
closes unless you close it via an API or the Merchant Resource Center.
Automatically close between 10 and 11 pm (Eastern Time): The batch closes
automatically on a daily basis between 10 PM and 11 PM (Eastern Standard
Time).
Automatically close at (hh:mm:ss): The batch closes automatically on a daily
basis at a time that you specify (eastern standard time). A time between 1011 pm is not valid.
4. Click the Save Batch Time button to save the changes.
The page reloads.
5. Look for the "Batch Time has been successfully updated" statement to confirm
that the change has been saved.
6. The procedure is complete.
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15.6.3.2
Administrative Functions
Closing a Batch Manually
To close a batch manually:
1. Click on REPORTS in the main menu bar.
The sub-menu bar populates with Reports items.
2. Click on batches in the sub-menu bar.
The Batch Reports page opens.
3. Go to the Terminal ID section, and click the Close Batch button beside the Batch
that you wish to close.
e-Select Plus communicates with the Moneris Host, and then the Batch Close
results page opens.
4. Look for the "batch close successful" statement appearing on the page to confirm
that the batch has been closed.
5. To continue closing other batches, click the Continue button; otherwise, the
procedure is complete.
15.6.4
Cash Settings
Specify if you want "cash" to be an available payment option (Purchases and Refunds
only).
Note: Cash transactions can be tracked through the transaction reporting.
To configure Cash settings:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Go to the Cash Settings section, and do one of the following:


To enable cash transactions, select the Enable cash payments checkbox.
To disable cash transactions, deselect the Enable cash payments checkbox.
4. Click the Update Cash Settings button to save your settings.
The page reloads.
5. Look for the "cash settings have been updated" statement above the Update Cash
Settings button to confirm that the change has been made.
6. The procedure is complete.
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15.6.5
Receipt Details
Configure the Receipt Details settings so that e-Select Plus generates receipts that
display only information that you want to appear on them (e.g., address, Web site URL,
Contact Telephone number, Fax number, Refund policy, etc.).
Important!
You must ensure that all information that you key in is accurate since this
is the exact information will appear on all customer receipts.
To include or exclude merchant-specific information on receipts:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Go to the Receipt Details section, and key in your Merchant-related contact
information in any or all of the following fields:








Street Address 1
Street address 2
City
Province
Postal Code
Website URL
Fax #
Refund Policy: If the policy is greater than 50 characters, key in a URL where
the full policy can be accessed.
4. Select any or all of the following checkboxes to add these cardholder-related
contact details to receipts:




Include Line Item details: Details include item quantity, Description, ID, Price,
and Subtotal.
Include Shipping details: Details include the receiver's First/Last name,
Shipping address, and Phone/Fax numbers
Include Customer ID
Include extra details - Client Email Address and Note: Details include the
customer's E-mail Address and Note data
5. When you have made all of your changes, save them by clicking the Save Receipt
Data button
OR
Delete your changes by clicking the Reset Data button.


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If you clicked the Save Receipt Data button, the Receipt Details section is
updated with your latest changes. Look for the "data successfully saved"
statement to confirm that the change has been saved.
If you clicked the Reset Data button, the data reverts back to the previously
saved version.
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6. The procedure is complete.

If you keyed in your Merchant address information (step 3) and selected all of
the optional receipt details (step 4), e-Select Plus generates transaction
receipts that display the following additional information (circled in red for
this example):
Note: Optional receipt details are not included in "3x6" receipts.
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15.6.6
Tip Settings
Specify if you want the PINpad (if connected) to prompt for a Tip and what type of tips to
accept during Purchase transactions. (Your store must be enabled for the Card-Present
feature.)
Important!
Before you configure this setting, ensure that Tip prompting is
appropriate for your business.
To configure Tip Settings:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Go to the Tip Settings section, and do one of the following:



To enable Tip prompting, select the Enable tip on Pinpad checkbox.
To disable Tip prompting, deselect the Enable tip on Pinpad checkbox.
If you are using a CPX-enabled PINpad and the following options appear,
select the appropriate Tip Type option:
Note: The option to select a Tip type is not supported if POSPAD is enabled.


amount: The cardholder is given the choice whether or not to select a
dollar amount to add to the original Purchase.
amount or percentage : The cardholder is given the option to select a
dollar amount or a percentage of the original amount to add to the
original Purchase.
4. Click the Update Tip Settings button to save your settings.
The page reloads.
5. Look for the "tip settings have been updated" statement above the Update Tip
Settings button to confirm that the change has been made.
6. The procedure is complete.
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15.6.7
Administrative Functions
Asynchronous Transaction Response
Configure the Asynchronous Transaction Response parameters to enable a server-toserver post of the Virtual Terminal response data in XML format as a secondary method
of getting the response data. The response data will be sent to the specified URL.
Note: Response URLs must be secure (HTTPS) in the production environment. Self-signed
certificates will work. HTTP addresses will not work.
To configure Asynchronous Transaction Response:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Go to the Asynchronous Transaction Response section, and select the Perform
asynchronous data post checkbox.
4.
Key the destination URL into the Async Response URL field.
5. Click the Save Asynchronous Settings button to save your settings.
The page reloads.
6. Look for the "Async response settings have been updated" statement above the
Save Asynchronous Settings button to confirm that the change has been made.
7.
The procedure is complete.
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15.6.8
Managed Account Updater Settings
Specify if you want eSelect plus to automatically attempt to update your stored credit
card data using the updating services provided by Visa and/or Mastercard.
To configure Managed Account Updater Settings:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on store settings in the sub-menu bar.
The Store Settings page opens.
3. Go to the Managed Account Updater section, and:

To enable Managed Account Updater for Recurring transactions, select the
Automatically update recurring transactions checkbox.
(To disable this option, deselect the checkbox.)
Note: If the Visa or MasterCard account updater service returns a response
indicating "closed" or "contact" for a registered card (account) number
that you have used to set up a Recurring transaction, e-Select Plus will
stop automatic card updates for the transaction (refer to the "Managed
Account Updater Report" procedure for more information).

To enable Managed Account Updater for Vault profiles, select the
Automatically update vault transactions checkbox.
(To disable this option, deselect the checkbox.)
Note: If the Visa or MasterCard account updater service returns a response
indicating "closed" or "contact" for a registered card (account) number
that you have used to set up a Vault profile, e-Select Plus will stop
automatic card updates for the profile (refer to the "Managed Account
Updater Report" procedure for more information).
4. Click the Save Account Updater Settings button.
5. Look for the "Managed Recur Account Updater is enabled" statement (s) above
the Save Account Updater Settings button to confirm that the change has been
made.
6.
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The procedure is complete.
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15.7 Multi-Store Login
Multi-Store Login allows e-Select Plus Merchant Resource Center merchants with
multiple stores to link their accounts together:

Users can have one User name/password as opposed to managing multiple
passwords.

Users can access linked stores.

Users can log into one store and process transactions in other linked stores.
Listed here are the procedures for setting up and using the Multi-Store Login feature:

To link stores, refer to the "Linking Master and Child Stores: Multi-Store Login"
procedure.

To switch from one linked store to another, refer to the "Switching from One
Store to Another Store: Multi-Store Login" procedure.

To remove a linked store from the group, refer to the "Removing a Store from the
Group: Multi-Store Login" procedure.
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15.7.1
Linking Master and Child Stores: Multi-Store Login
To link your individual e-Select Plus stores, you will be required to designate one store as
the "master" store and designate any other stores as "child" stores. Please note that any
user may log into a child store directly, but to cross between stores without having to log
out/log in, a user must always log in via the master store.
Before you begin this procedure, do the following:

Ensure that you have the Login credentials to access the store that you will
designate as the master store

Ensure that you have the Login credentials to access the store(s) that you will
designate as the child store(s).

Ensure that the Login credentials that you use for this procedure are enabled for
full Administrative permissions.

Ensure that the Login credentials that you use to log into the individual stores are
enabled for the Configure Multi Merchant User permission.
To link your stores in a new Multi-Store setup, begin at step 1.
OR
To link a store to an existing Multi-Store setup, begin at step 2.
1. Designate the prime store, and configure your account permissions:
a. Log into the store that you wish to designate as the "master" store. (Refer
to the "Logging In" procedure.)
b. Open your login account's User Permissions page (refer to the "Modifying
User Permissions" procedure), and checkmark the Configure Multi
Merchant checkbox.
c. Click the Update Permissions button.
d. Log out, and go to step 2.
2. Designate the dependent store(s), and configure your account(s) permissions:
a. Log into a store that you wish to designate as a "child" store.
b. Open your login account's User Permissions page (refer to the "Modifying
User Permissions" procedure), and checkmark the Configure Multi
Merchant checkbox.
c. Click the Update Permissions button.
d. Log out.
e. For every store that you wish to include as a child store, repeat step 2 (a. to
e.); otherwise, go to step 3.
3. Using your administrator login credentials, log into the main store.
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4. Link the child store(s) to the master store:
a. Click on ADMIN in the main menu bar.
b. The sub-menu populates with Admin items.
c. Click on Multi Store Login in the sub-menu bar.
d. The Multi Store Setup page opens.
e. Go to the Add Store section, and key in your login credentials ( Username,
Store ID, and Password) for the child store that you wish to link (as
selected in step 2).
f.
Click the Authenticate Access button.
g. If the store has been successfully linked, the "Store has been successfully
paired" statement will appear.
5. To link the other child stores (if any) to the master store, repeat step 4 (c to f).
When your stores are linked via Multi-Store Login, you may at any time switch
back and forth between them subject to the following restrictions:


To navigate between linked stores, you must first log into the master store.
If you log out while you are switched to a child store, you will have to log back
in to the master store again to be able to move back and forth between
stores.
Note: You may always log into any child store using your login credentials for
that store; however, you will not be able to access any other linked store
directly from that child store.
15.7.2
Switching from One Store to Another Store: Multi-Store
Login
Note: Multi-Store Login functionality must be enabled for your store. (For instructions,
refer to the Linking Master and Child Stores: Multi-Store Login" procedure.)
To switch from one linked store to another linked store:
1. Log into the master store.
2. Go the Switch Store drop-down list in the gray bar appearing at the top of the
page, and select the store that you wish to access.
3. Click the GO button to make the switch.
Note: To identify the store to which you have switched, refer to the gray bar at the
top of the transaction page. The name of the open store will be clearly
marked in is gray bar.
4. To switch to another store, repeat step 3.
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15.7.3
Removing a Store from the Group: Multi-Store Login
To remove a linked store:
1. Log into the master store.
2. Click on ADMIN in the main menu bar.
3. Click on Multi Store Login in the sub-menu bar.
4. Go the Edit Stores section, and select the checkbox beside the store(s) that you
wish to remove.
5. Click the Remove button.
Note: If there are no stores linked to the main store, the grey Multi-Store bar will
not display at the top of the page on the interface of the main store.
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Administrative Functions
15.8 Web Integration Options
To integrate your site with the Merchant Resource Center, you must choose from among
several available Web integration options: DirectPost, Hosted PayPage, Hosted
Tokenization, or one of the APIs. Determining which Web integration option to use is
dependent on a number of factors such as:

the skill/knowledge level of the developer responsible for completing the
integration

the system requirements and/or limitations of the system being integrated

the merchant’s business decision on importance of branding on the payment
page and PCI-compliance responsibilities.
For assistance in determining which integration method is right for you, contact the eSelect Plus Integration Support team.
15.8.1
DirectPost Configuration
DirectPost is one of the Web integration options available for integrating MOTO/Ecommerce transaction processing with e-Select Plus.
How DirectPost works: When a transaction is initiated, the transaction-specific data is
sent to e-Select Plus DirectPost via an HTTP POST. e-Select Plus processes the transaction
and directs the cardholder and the response back to your merchant site so that a custom
receipt can be created. Transaction verification can be performed to ensure that what is
being sent is a legitimate transaction.
If you have chosen the DirectPost integration method, you must complete a DirectPost
configuration via the Merchant Resource Center interface.

For information about how to view or download detailed DirectPost
configuration instructions, refer to "Assistance and Resources."
15.8.2
Hosted PayPage Configuration
Hosted PayPage is one of the Web integration options available for integrating MOTO/Ecommerce transaction processing with e-Select Plus. If you have chosen the Hosted
PayPage integration method, you must complete a Hosted PayPage configuration via the
Merchant Resource Center interface.
How Hosted PayPage works: When a transaction is initiated, the non-secure transaction
details are sent via an HTTP POST to e-Select Plus, and the cardholder is redirected to a
secure Moneris hosted payment page. On this page, the cardholder enters their secure
payment details (i.e. credit card or bank account data). The cardholder then securely
enters their credit card data. Upon receipt of this data, e-Select Plus either generates a
receipt on your behalf or directs the cardholder and response back to your merchant site
so that a custom receipt can be created. Transaction verification can be performed to
ensure that the response is from a legitimate transaction.
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
For information about how to view or download detailed Hosted PayPage
configuration instructions, refer to "Assistance and Resources."
15.8.3
Hosted Tokenization
Hosted Tokenization is one of the Web integration options (refer to "Web Integration
Options") available for integrating MOTO/E-commerce transaction processing with eSelect Plus. Similar to the Hosted PayPage option, Hosted Tokenization offers a
mechanism whereby a secure card number can only be entered on a secure Moneris
hosted site. All other non-secure transaction details are collected on your merchant site.
This option is ideal if you have your own API and do not wish to handle credit card
numbers directly on your Website, but you would like the ability to fully customize the
checkout Web page. Hosted Tokenization offers the security of the Hosted PayPage while
offering full control over the look and feel of the checkout page. At no time is the
cardholder redirected from your merchant site.
Hosted Tokenization may be used in one of 2 scenarios:

Processing a one-time financial transaction. OR

Collecting the card data so that it may be stored within the Moneris Vault (Refer
to "The Vault") for future use.
To set up your Hosted Pay Page Temporary Tokenization (HPPTT) page:
1. Click on ADMIN in the main menu bar.
The sub-menu bar populates with Admin items.
2. Click on hosted tokenization in the sub-menu bar.
The Hosted Tokenization page opens.
3. Key in the domain address from which requests on your Website will be initiated.
4. Click the Create Profile button.
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Administrative Functions
5. Go to the Developer Portal at https://developer.moneris.com, and download the
integration specifications that will provide guidance on how to do development
work on your Website.
189
16 Managing Your Account
MY ACCOUNT is a standard component of the Merchant Resource Center.
Use the functions and settings of this component to configure your own account's
defaults and the behavior of the Merchant Resource Center for your own login session.
To access your account settings:
1. Click on MY ACCOUNT in the main menu bar:
2. The following functions and settings may be configured from the My Account
sub-menu bar:



Account Information, changing login credentials ("Refer to "Account
Information.")
Account Settings, changing defaults (Refer to "Account Settings.")
Login History, accessing personal (Refer to "Login History: Your Account.")
16.1 Account Information
Use the Account Information options to change your own Login password and Security
pass-phrase.
16.1.1
Changing Your Login Password
To access the Merchant Resource Center, you must use a Login password (along with a
Store ID and your User name). You can at any time change your own Login password.
To change your Login password:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account information in the sub-menu bar.
The Account Information page opens.
3. Go to the Change Password Section:
a. Key in your old Login password in the Old Password field.
b. Key your new Login password into the New Password Field.
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Note: The new Password must follow this criteria:
•
must be 7-16 characters long
•
must start with a letter
•
must contain a number
•
cannot be the same as the previous 4 passwords
c. Key your new Login password into the Confirm New Password field.
d. Click the Change Password button.
e. The page reloads.
4. Look for the password "successfully updated" message to confirm that the
change has been made.
5. The procedure is complete.
16.1.2
Security Pass-Phrase
In the event that you forget your Login password, you will have to use your Security passphrase as an alternate means of authentication. (If you have a Security pass-phrase set
up, you can always obtain a temporary password via e-mail and then reset your Login
password.)
Only you can create a permanent Security pass-phrase for your Login account.
Important!
You must keep your e-mail address information up to date for this
feature to be effective; otherwise, you will need to contact your store administrator to
reset your password should you forget it.
To change your pass-phrase:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account information in the sub-menu bar.
The Account Information page opens.
3. Go to the Security Passphrase section, and fill in the following fields:



Security Question 1: Must be between 6 and 90 characters long and different
from the Security answer.
Security Answer 1: Must be between 6 and 90 characters long and different
from the Security question.
Confirm Answer:
4. Fill in the remaining fields (Question/Answer 2 and 3) as instructed in the
previous step.
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Note: Use a different question and answer for each.
5. Key a valid e-mail address into the Email Address field
6. Click the Save Reset Password Data button.
The page reloads.
7. The procedure is complete.
16.2 Account Settings
Use the Account Settings functions to configure the default settings for your account
when you are logged in to the Merchant Resource Center.
The following settings can be configured:
Note: The settings listed below may or may not appear depending on your Merchant
account set up.

Default Electronic Commerce Indicator (ECI) (Refer to the "Default Electronic
Indicator (ECI)" procedure.)

Export-to-File fields (Refer to the "Export to File Fields" procedure.)

Default language (Refer to the "Default Language" procedure.)

Com Port for external device (e.g., PINpad ) (Refer to the "External Device's
Communications Port" procedure.)

Default Transaction method (Refer to the "Default Transaction Method"
procedure.)

Transaction Summary fields (Refer to the "Transaction Summary Fields"
procedure.)
16.2.1
Default Electronic Commerce Indicator (ECI)
By configuring this setting, you can set a default Electronic Commerce Indicator for
when you process financial transactions on the Virtual Terminal. For instance, if you set
Mail/Telephone Order - Single as your default ECI, this option will appear by default in
the ECI drop-down list appearing on any transaction page. (You may change the ECI at
the time you are processing a transaction.)
To configure this setting:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu.
The Account Settings page opens.
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Managing Your Account
3. Go to the Default Transaction ECI section, and select an ECI from the Default ECI
drop-down list. (For available ECI values, refer to the "ECI Selection" procedure.)
4. Click the Save Default ECI button.
The page reloads.
5. Look for the "successfully updated" statement above the Save Default ECI button
to confirm that your new setting has been saved.
6. The procedure is complete.
16.2.2
Export-to-File Fields
Configure this setting to select specific types of data to be included in any CSV (commaseparated values) output file generated with the Export Transactions to File function.
To configure this setting:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu bar.
The Account Settings page opens.
3. Go to the Export to File Fields section, and select the checkboxes for fields that
you wish to appear in the Exported-to-file download:
Note: To include field headers in the downloaded file, select the Include Field
Headers checkbox. If this checkbox is deselected, only the report data will be
exported to the file.



















Amount
Auth Code
AVS Result
Batch Number
Card Level Result
Card Number
Card Type
Customer Code
Customer ID
CVD Result
Date / Time
ECI
Expiry date
Invoice Number
Order ID
Orig Transaction Number
Reference Number
Response Code
Result
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Managing Your Account







Sequence
Swiped
Terminal ID
Transaction Number
Transaction Type
Username
VBV/SecureCode Result
4. Click the Save Export to File Settings button.
The page reloads.
5. Look for the "successfully updated" statement above the Save Export to File
Settings button to confirm that your new setting has been saved.
6. The procedure is complete.
16.2.3
Default Language
Configure the Default Language setting to customize the language of Merchant
Resource Center for your account. When next you log in, the language that you have
selected will always display. (You can choose between English and French.)
To configure this setting:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu bar.
The Account Settings page opens.
3. Go to the Default Language section, and select a Language radio button.
4. Click the Save Default Language button.
The page reloads.
5. Look for the "successfully updated" statement above the Save Default Language
button to confirm that your new setting has been saved.
6. The procedure is complete.
16.2.4
External Device's Communications Port
To process transactions using an external device (e.g., PINpad) connected to your
computer, you must configure the device's Port setting for your User account so that the
external device can interface with the Merchant Resource Center via one of your
computer's communications ("com") ports.
To configure this setting:
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Managing Your Account
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu bar.
The Account Settings page opens.
3. Input the port setting for the connected external device:
Note: The Com Port number is defined by your personal computer's operating
system. (To determine which Com Port number to register, refer to the
"Finding the Com Port Number" procedure.)

For a 7800 PINpad:
a. Go to the Pinpad COM Port section, and key a Com Port number into the
COM Port field .
b. Click the Save COM Port button.
c. The page reloads.
4. Look for the "successfully updated" statement above the Save COM Port button to
confirm that your new setting has been saved.
5. Log out of the Merchant Resource Center, close and restart your browser, then log
back into the Merchant Resource Center.
6. The procedure is complete.
16.2.5
Default Transaction Method
Configure the Default Transaction Method setting to specify a Payment method (and in
some cases a Card Entry method) that is automatically selected whenever you initiate a
financial transaction.
Note: A different transaction method may be selected at the time the transaction is being
processed.
To configure this setting:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu bar.
The Account Settings page opens.
3. Go to the Default Transaction Method section, and select an option from the
drop-down list:

Keyed: Payment card's data are manually entered.
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

Mag Swipe Reader: Payment card's data are entered via swipe on connected
magnetic stripe reader.
Pinpad: Payment card's data are entered via swipe on connected PINpad.
4. Click the Save Transaction Method button.
The page reloads.
5. Look for the "successfully updated" statement above the Save Transaction
Method button to confirm that your new setting has been saved.
6. The procedure is complete.
16.2.6
Transaction Summary Fields
Configure the Transaction Summary Fields setting to define the data fields that you wish
to appear in a Transaction Summary page (i.e., the page that opens whenever you click
the Locate Transactions button or when you generate a report).
Optional fields that you can choose to include or exclude are: Card Number, Customer
ID, Response code, Batch number, Card type, Authorization code, Amount, Expiry date,
ECI, Result, CVD result, and AVS result.
To configure this setting:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on account settings in the sub-menu bar.
The Account Settings page opens.
3. Go to the Transaction Summary Fields section, and select the checkboxes for
fields that you wish to appear on Transaction Summary reports.

















196
Account Number
Amount
Authorization Code
AVS Result
ECI
Batch Number
Card Level Result
Customer Code
Customer ID
CVD Result
Expiry Date
Invoice Number
Payment Type
Response Code
Result
Username
VBV/SecureCode Result
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Managing Your Account
4. Click the Save Transaction Summary Settings button.
The page reloads.
5. Look for the "successfully updated" statement above the Save Transaction
Summary Settings button to confirm that your new setting has been saved.
6. The procedure is complete.
16.3 Login History: Your Account
The Login History log is a security feature that you can use to verify that there have been
no unauthorized attempts (successful or unsuccessful) to log into your own account.
By using the Login History function, you can view a history of the previous five successful
and the previous five unsuccessful logins by anyone using your Login credentials. Login
details are listed by Date and IP address. Reasons for any login failures also appear as
part of this log.
To view this log:
1. Click on MY ACCOUNT in the main menu bar.
The sub-menu bar populates with My Account items.
2. Click on login history in the sub-menu bar.
The Login History page opens.
3. The procedure is complete.
197
17 Managed Account Updater Service
Managed Account Updater Service allows you to maintain accuracy of your customers’
data stored in e-Select Plus Vault and Recurring transactions with the Visa Account
Updater (VAU) and the MasterCard Automatic Billing Updater (ABU).
VAU and ABU are mechanisms for updating cardholder account information
electronically among participating card issuers, payment processors, and merchants
who accept account-on-file transactions.
Note: Not all card issuers participate in the VAU and ABU programs, which may impact
the availability of updated cardholder account information.
17.1 How does it work?
1. Participating card issuers submit cardholder account changes, such as card
numbers and expiry dates, to the VAU and ABU databases.
2. As the merchant, you enrol in the e-Select Plus Managed Account Update Service.
3. When the service is enabled on your store, you must configure the setting to
specify whether you want the service to work for Recurring transactions and/or
Vault profiles.
(Refer to the "Managed Account Updater Settings" procedure.)
4. Periodically, your stored customer data are automatically submitted to VAU and
ABU databases and then your store profiles are updated accordingly:
Note: If the VAU or ABU database returns a response indicating "closed" or
"contact" for a registered card (account) number that you have used to set
up a Vault profile or Recurring transaction on your store, e-Select Plus will
stop automatic card updates for the Vault profile or Recurring transaction
(if the automatic update options are enabled for your store as referenced in
step 3).


Recurring transactions - data submitted 5 days before the next billing date
Vault profiles – all the stored customer profiles are submitted once a week.
5. You may use the Managed Account Updater report to see which recurring and/or
vault profiles have been updated. (Refer to the "Managed Account Updater
Report" procedure.)
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18 Level 2/3 Reporting
By having your store enabled for the Level 2/3 Reporting feature, you will be presented
with the option to attach addendum "Level 2/3 data" (used for business tracking) to
Captures (Pre-Auth Completions) and Refunds when a purchasing card is used to process
these transactions.
If Level 2/3 data are submitted with a transaction, you will be given the option to view
the data from the transaction's Order History page (refer to "Order History").
Note: If you enter a purchasing card to do a credit Purchase, you will be prompted to
choose whether or not to attach level 2/3 details to the transaction. If you opt for
Level 2/3 processing, e-Select Plus automatically changes the Purchase to a PreAuthorization transaction. You will have the opportunity to enter the Level 2/3
data at the time you complete the Pre-Auth (i.e,. by performing a Capture
transaction). If your store is not enabled for Level 2/3 Processing, you may still
accept purchasing cards for payment; however, no option will be presented for you
to submit Level 2/3 data.
Level 2 and Level 3 data are differentiated as follows:

Level 2 data - include a breakdown of Sales Tax data (e.g. GST, PST, HST, QST
where applicable) Customer ID, P.O. number, General Ledger code or Account
number, Brokerage fees, and Duty amount.

Level 3 data - include Product description, Unit/Measurement, Shipping
information, Product codes, and Freight/Delivery charges. (Similar to the level of
detail found on invoices.)
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19 E-Fraud Protection
If your store is registered for the E-Fraud Protection feature, users are prompted to key in
the required authentication data for credit (and some chip debit) Purchases, PreAuthorizations, and Recurring transactions (adding) when they are processed as
manually entered or MSR-swiped transactions. Authentication data may include Card
Verification Digits (CVD) and cardholder Address information.
Contact Moneris at [email protected] to have the e-Fraud features enabled for
your store. Make sure to include your Store ID or Merchant ID in any E-Fraud activation
e-mail requests.
For instructions on how to enter authentication data for transactions that will be sent to
the Host as "live" transactions, refer to the following procedures listed below:
Note: The results will be displayed in the Host response page (Fraud Check Results section)
that opens following the transaction. The results will also be available on the
transaction's Order History page. (Refer to "Order History.")

Purchase, refer to the "Purchase with Debit/Credit Card" procedure.

Pre-Authorization, refer to the " Pre-Authorization with Debit/Credit Card"
procedure.

Recurring transaction (if first billing occurs immediately), refer to the
"Registering a Recurring Transaction" procedure.
For instructions on how to obtain card verification results (these transactions are not
sent "live" to the Moneris Host), refer to the following procedures listed below:
200

Card Verification (as separate transaction), refer to the "Card Verification"
procedure.

Recurring transaction (if first billing set to occur at a later time), refer to the
"Registering a Recurring Transaction" procedure.

Vault profile (at time of registration), refer to the "Registering a Vault Profile"
procedure.
e-Select Plus Merchant Resource Center USER GUIDE (Canada)
E-Fraud Protection
19.1 Address Verification Service (AVS)
The Address Verification Service (AVS) is a fraud prevention feature that enables the card
issuer to compare the Street number, Street name, and ZIP/postal code data that you
keyed in with the corresponding data that would appear on the cardholder's statement.
Requirements to use AVS:
1. Your store must be enabled for the e-Fraud Protection feature.

Contact Moneris at [email protected] to have the E-Fraud feature
enabled for your store. Make sure to include your Store ID or Merchant
number in any E-Fraud activation e-mail requests.
How to know if your store is enabled for AVS:

If your store is enabled for this feature, an Address Verification section displays
when you are processing transactions on the Virtual Terminal. You will be
required to fill in the Street number, Street name, and ZIP/postal code data.
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20 Appendix
20.1 Using the Test Environment
The Merchant Resource Center test environment is designed to replicate the production
environment as closely as possible. The test environment is accessible 24 hours a day, 7
days a week.
Note: Moneris cannot guarantee 100% availability of the Test environment.
Please be aware that other merchants are using the test environment; hence, you
will likely see transactions and User IDs that you did not create. As a courtesy to
others who are also testing Moneris asks that you work only with the
transactions/users that you created.
To log in:
1. Click on this link: https://esqa.moneris.com/mpg .
2. Fill in these required fields:



Username: Key in demouser.
Store ID: Key in To test e-Fraud (AVS & CVD), key in store1 or store2 or store 3
or store5. To test VBV, key in moneris.
Password: Key in abc1234.
3. Click the Submit button.
The Merchant Resource Center opens.
4. The procedure is complete.
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20
20.1.1
Appendix
Test Card Numbers
Use the following test card Account numbers with any future expiry date:
Important!
These cards are for the Test environment only. DO NOT use in the
Production environment.
Card
Card Type
Amex
373599005095005
Diners
36462462742008
MasterCard
5454545454545454
Visa
4242424242424242
Although the test environment is designed to replicate the production environment as
closely as possible, one major difference is that test transactions are not sent to the
production authorization network. This means issuer responses are simulated. In
Addition, the requirement to emulate approval, decline, and error situations dictates the
use of certain transaction variables to initiate various response and error situations.
The test environment approves and declines transactions based on the penny value of
the amount field. For example, a transaction processed for $399.00 or $1.00 will be
approved since the .00 penny value is set to "approve" in the test environment.
Transactions in the test environment should not exceed $1000.00. (This limit does not
exist in the production environment.)

For a list of all current test environment responses for various penny values,
download the appropriate documentation (i.e., the Test Environment Penny
Response table as well as the Test Environment e-Fraud Response table). Refer
to "Assistance and Resources" for instructions on how to obtain this
documentation.
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20
Appendix
20.2 Assistance and Resources
Assistance

Enabling optional
features

Creating Merchant accounts

Enabling Independent Refunds
(temporarily)

Adding Card plans, pricing and
other sales-related

Technical issues

Training
Call toll free: 1 866 319 7450.
For online assistance, e-mail:
[email protected]
OR
For telephone assistance, call toll free:
1-866-319-7450.
Documentation

Error Codes and Messages

Integration Guides
1. Go to:
https://www.eselectplus.ca/en/downlo
adable-content .
2. Go to the Downloads section, and log in
as a Registered user (online registration
is required for new users).
Drivers and APIs

APIs
1. Go to:
https://www.eselectplus.ca/en/downlo
adable-content .
2. Go to the Downloads section, and log in
as a Registered user (online registration
is required for new users).
204

PINpad drivers

ICC Simulators
1.
Go to:
https://esqa.moneris.com/connect/en/
download/drivers/index.html.
e-Select Plus Merchant Resource Center USER GUIDE (Canada)
20
Appendix
Other

Activating your store
1. Go to:
https://www.eselectplus.ca/en/home .
2. Click on Activate My Store, and follow the
instructions.
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