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Merchant Resource Center
USER GUIDE
(Canada)
About This Documentation
Documentation Date: March. 14, 2014
Created by: Moneris Solutions POS Devices
®MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design and E-SELECT PLUS are registered trademarks of Moneris Solutions Corporation. All other marks or registered trade-marks are the property of their
respective owners.
© 2014 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
Table of Contents
1
GETTING STARTED ......................................................................................... 1
1.1
Introduction ...........................................................................................................................................1
1.2
What's New ............................................................................................................................................1
1.3
How to Begin .........................................................................................................................................1
1.3.1
Administrators versus Regular Users ................................................................................ 1
1.3.2
Steps for Administrators ....................................................................................................... 2
1.3.3
Steps for Regular Users .......................................................................................................... 2
1.4
System Requirements ..........................................................................................................................3
1.5
Activating Your Store ...........................................................................................................................4
2
MERCHANT RESOURCE CENTER BASICS .......................................................... 6
2.1
Logging In ...............................................................................................................................................6
2.2
Logging Out ...........................................................................................................................................7
2.3
Forgot Your Login Password? .............................................................................................................8
2.4
Menu Bars ..............................................................................................................................................9
2.4.1
Main Menu Bar ........................................................................................................................ 9
2.4.2
Sub-Menu Bar ........................................................................................................................... 9
2.4.3
Switching between Canadian and US Login Pages .................................................... 10
2.5
Default Page ....................................................................................................................................... 10
2.6
Language Preference for Session ................................................................................................... 10
2.7
Accessing Screen Help ...................................................................................................................... 11
2.8
About Search Fields ........................................................................................................................... 11
2.9
Transaction Guidelines .................................................................................................................... 12
3
FEATURES .................................................................................................... 13
3.1
Standard Components ..................................................................................................................... 13
3.2
Optional Components ...................................................................................................................... 13
4
CARD-PRESENT ............................................................................................ 14
4.1
Card Programs.................................................................................................................................... 14
4.1.1
Card Entry at the POS .......................................................................................................... 14
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4.2
Magnetic Stripe Cards ...................................................................................................................... 15
4.2.1
Transactions with Stripe: Basic Steps ............................................................................ 15
4.2.2
Swiping a Card ...................................................................................................................... 15
4.3
Chip Cards ........................................................................................................................................... 16
4.3.1
Chip Card Customization ................................................................................................... 16
4.3.2
Transactions with Chip: Basic Steps ............................................................................... 16
4.3.3
Inserting a Chip Card ........................................................................................................... 17
4.4
Contactless Cards .............................................................................................................................. 18
4.4.1
Contactless Transactions ................................................................................................... 18
4.4.2
How to do a Contactless Transaction ............................................................................. 18
4.4.3
Tapping a Card ...................................................................................................................... 19
4.4.4
Maximum Contactless Dollar Value (CVD) ................................................................... 19
5
HARDWARE: MONERIS 7800 PINPAD ........................................................... 20
5.1
The 7800 PINpad Keypad ................................................................................................................. 20
5.2
7800 PINpad Cables........................................................................................................................... 21
5.3
Setting Up the 7800 PINpad: Basic Steps ...................................................................................... 21
5.3.1
7800 USB Driver: Downloading/Installing.................................................................... 22
5.3.2
Connecting the 7800 PINpad to a Computer ............................................................... 23
5.3.3
Enabling PINpad Application ............................................................................................ 24
5.3.4
PINpad Application Configuration .................................................................................. 25
5.3.4.1
Configuring CPX Settings on 7800 .............................................................. 25
5.3.4.2
Configuring 7800 PINpad with CPX for USB Connection ...................... 26
5.3.4.3
Configuring POSPAD Settings on 7800 ...................................................... 27
5.3.5
7800 PINpad Initialization ................................................................................................. 28
5.3.5.1
Initializing 7800 PINpad: CPX Enabled ....................................................... 28
5.3.5.2
Initializing 7800 PINpad: POSPAD Enabled ............................................... 29
5.3.6
Selecting Moneris as a Trusted Source .......................................................................... 30
5.3.7
Finding the Com Port Number ......................................................................................... 30
6
iv
HARDWARE: MONERIS IPP320 PINPAD ......................................................... 31
6.1
iPP320 PINpad Keypad ...................................................................................................................... 31
6.2
Setting Up the iPP320 PINpad: Using USB Connection.............................................................. 32
6.3
Setting Up the iPP320 PINpad: Using Serial Connection........................................................... 32
6.4
Attaching the iPP320 PINpad to a Computer: Serial Connection ............................................ 33
6.5
iPP320 PINpad USB Driver: Downloading/Installing ................................................................. 34
6.6
Attaching an iPP320 PINpad to a Computer: USB Connection ................................................ 34
6.7
Configuring the iPP320 PINpad ...................................................................................................... 35
6.8
Initializing the iPP320 PINpad ........................................................................................................ 36
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7
VIRTUAL TERMINAL ...................................................................................... 38
7.1
Debit/Credit Transactions ............................................................................................................... 38
7.1.1
Card Verification................................................................................................................... 39
7.1.2
Purchase with Debit/Credit Card..................................................................................... 40
7.1.3
Group Purchase with Debit/Credit Card ....................................................................... 42
7.1.4
Void with Debit/Credit Card ............................................................................................. 43
7.1.5
Refund with Debit/Credit Card ........................................................................................ 44
7.1.6
Independent Refund with Debit/Credit Card .............................................................. 45
7.1.7
Pre-Authorization with Debit/Credit Card ................................................................... 47
7.1.8
Re-Authorization with Debit/Credit Card ..................................................................... 49
7.1.9
Capture with Debit/Credit Card ...................................................................................... 50
7.1.10
Voice Authorization with Debit/Credit Card ................................................................ 51
7.2
Cash Transactions.............................................................................................................................. 52
7.2.1
Purchase with Cash .............................................................................................................. 52
7.2.2
Refund with Cash ................................................................................................................. 53
7.3
Hardware Transactions .................................................................................................................... 54
7.3.1
Chip MC Report ..................................................................................................................... 54
7.3.2
Chip Initialization ................................................................................................................. 54
8
POST-TRANSACTION TASKS ......................................................................... 55
8.1
Receipt Processing ............................................................................................................................. 55
8.1.1
Printing a Receipt ................................................................................................................. 56
8.1.2
E-mailing a Receipt .............................................................................................................. 57
8.2
Action Items and Follow-Ons .......................................................................................................... 58
8.2.1
Associated Transactions ..................................................................................................... 59
9
OPTIONAL PROCEDURES .............................................................................. 60
9.1
Entering Level 2/3 Details ................................................................................................................ 61
9.2
Adding Order Details ........................................................................................................................ 63
9.3
Adding Customer Details ................................................................................................................. 65
9.4
When a Balance or Fee is Due ......................................................................................................... 65
9.5
ECI Selection ........................................................................................................................................ 66
9.6
Exporting Transactions to a File ..................................................................................................... 67
9.7
Selecting a Payment Method .......................................................................................................... 67
9.7.1
Card Entry Options: Credit ................................................................................................. 68
9.7.2
Card Entry Options: Debit .................................................................................................. 68
9.7.3
Card Entry Options: Vault Profile .................................................................................... 68
9.7.4
Card Entry Options: Gift ..................................................................................................... 69
9.7.5
Card Entry Options: Loyalty ............................................................................................... 69
9.8
Payment Details Fields ..................................................................................................................... 70
9.8.1
Entering Payment Details: Order ID / Customer ID .................................................... 70
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9.8.2
9.8.3
9.8.4
9.8.5
9.8.6
9.8.7
9.9
Entering Payment Details: Credit Cards ........................................................................ 71
Entering Payment Details: Debit Cards ......................................................................... 71
Entering Payment Details: Vault Profiles ...................................................................... 72
Entering Address Verification Details ............................................................................ 73
Entering Recurring Transaction Details ........................................................................ 74
Entering Payment Details: Cash ....................................................................................... 74
Order History ...................................................................................................................................... 75
9.10 Cardholder Prompts on the PINpad ............................................................................................... 76
9.10.1
Selecting a Prompt Language ........................................................................................... 77
9.10.2
Selecting an Application .................................................................................................... 77
9.10.3
Entering a Tip: Percentage or Dollars ............................................................................. 78
9.10.4
Entering a Tip: Dollar Amount.......................................................................................... 78
9.10.5
Selecting an Account ........................................................................................................... 79
9.10.6
Entering a PIN ........................................................................................................................ 79
9.10.7
Using the PINpad when a Card Malfunctions .............................................................. 80
9.11 Selecting Search Criteria for Reports ............................................................................................. 81
9.11.1
Search Criteria for Batches Report .................................................................................. 81
9.11.2
Search Criteria for Reports ................................................................................................. 82
9.11.3
Search Criteria for Managing Recurring Transactions Report ................................ 84
9.11.4
Search Criteria for Reports: Managed Account Updater .......................................... 86
10
GIFT/LOYALTY PROGRAMS ........................................................................... 88
10.1 Split-Tender Prompting.................................................................................................................... 88
10.2 Gift Transactions ............................................................................................................................... 88
10.2.1
Using Gift Cards .................................................................................................................... 89
10.2.2
Purchase with Gift Card...................................................................................................... 90
10.2.3
Void with Gift Card .............................................................................................................. 91
10.2.4
Refund with Gift Card ......................................................................................................... 92
10.2.5
Independent Refund with Gift Card ............................................................................... 93
10.3 Loyalty Transactions ......................................................................................................................... 94
10.3.1
Using Loyalty Cards .............................................................................................................. 95
10.3.2
About Redemptions ............................................................................................................. 96
10.3.2.1 Redeeming Points Automatically ................................................................ 96
10.3.2.2 Redeeming Points Manually ......................................................................... 96
10.3.3
Using Loyalty Coupons ........................................................................................................ 96
10.3.4
Manual Redemption with Loyalty Card ......................................................................... 96
10.3.5
Purchase with Loyalty Card ............................................................................................... 98
10.3.6
Void with Loyalty Card ........................................................................................................ 99
10.3.6.1 Voiding Loyalty Transaction Associated with Voided Financial
Transaction ......................................................................................................... 99
10.3.6.2 Voiding a Manual Redemption Transaction ............................................ 99
10.3.7
Refund with Loyalty Card ................................................................................................. 100
10.3.7.1 Reversing Loyalty Transaction Associated with Refunded Financial
Transaction ....................................................................................................... 100
10.3.7.2 Refunding a Redemption Transaction ..................................................... 101
10.3.8
Independent Refund with Loyalty Card ....................................................................... 101
10.3.9
Authorization with Loyalty Card .................................................................................... 103
10.3.10 Capture with Loyalty Card ............................................................................................... 104
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10.4 Administrative Gift/Loyalty Transactions .................................................................................. 105
10.4.1
Balance Inquiry with Gift/Loyalty Card........................................................................ 105
10.4.2
Activating a Gift/Loyalty Card ........................................................................................ 106
10.4.3
Deactivating a Gift/Loyalty Card ................................................................................... 107
10.4.4
Coupon Validation ............................................................................................................. 108
11
RECURRING BILLING ................................................................................... 110
11.1 Registering a Recurring Transaction ........................................................................................... 110
11.2 Recurring Transactions Report ..................................................................................................... 111
11.3 Manage Recurring Transactions .................................................................................................. 112
11.3.1
Getting Expiring Cards for Recurring Transactions ................................................. 112
11.3.2
Terminating a Recurring Transaction .......................................................................... 113
11.3.3
Updating Card Data for Recurring Transaction ........................................................ 113
11.3.4
Updating Address Verification Data for Recurring Transaction .......................... 114
11.3.5
Updating Customer Details for Recurring Transaction .......................................... 115
11.3.6
Updating Recurring Transaction Details ..................................................................... 116
12
THE VAULT................................................................................................. 117
12.1 Registering a Vault Profile ............................................................................................................. 117
12.2 Hosted Vault Configuration .......................................................................................................... 119
12.3 Managing Vault Profiles ................................................................................................................ 119
12.3.1
Updating Card Data of Vault Profile ............................................................................. 121
12.3.2
Updating Address Verification Data of Vault Profile ............................................... 121
12.3.3
Updating Customer Details of Vault Profile ............................................................... 122
12.3.4
Deleting a Vault Profile..................................................................................................... 122
12.4 Vault Report ...................................................................................................................................... 123
13
REPORTS .................................................................................................... 124
13.1 Transactions Report: Debit/Credit ............................................................................................... 125
13.2 Batches Report ................................................................................................................................. 125
13.3 Transactions Report: Gift /Loyalty ............................................................................................... 126
13.4 Group Transactions Report ........................................................................................................... 126
13.5 Managed Account Updater Report .............................................................................................. 127
14
END-OF-DAY PROCEDURE .......................................................................... 128
15
ADMINISTRATIVE FUNCTIONS .................................................................... 129
15.1 Adding a User ................................................................................................................................... 130
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15.2 Audit Logs .......................................................................................................................................... 131
15.2.1
Administrative Changes Log ........................................................................................... 131
15.2.2
Access Violations Log ......................................................................................................... 132
15.2.3
Login History (of the Merchant Resource Center) ..................................................... 133
15.2.4
User Changes Log ............................................................................................................... 134
15.3 IP Access ............................................................................................................................................. 135
15.4 Modifying Users ............................................................................................................................... 136
15.4.1
Changing a User's Login Password ................................................................................ 136
15.4.2
Permissions .......................................................................................................................... 137
15.4.2.1 Modifying the Administrator Level ........................................................... 137
Administrator-Level Permissions List ................................................................................................... 138
15.4.2.2 Modifying User Permissions ........................................................................ 139
User-Level Permissions List ..................................................................................................................... 140
15.4.3
Deactivating a User ............................................................................................................ 143
15.5 Notification ....................................................................................................................................... 143
15.6 Store Settings ................................................................................................................................... 144
15.6.1
API Token ............................................................................................................................... 145
15.6.2
Auto-Logout Period ............................................................................................................ 145
15.6.3
Batch Close Time ................................................................................................................. 146
15.6.3.1 Setting the Batch Close Time ....................................................................... 146
15.6.3.2 Closing a Batch Manually ............................................................................. 147
15.6.4
Cash Settings ....................................................................................................................... 147
15.6.5
Receipt Details ..................................................................................................................... 148
15.6.6
Tip Settings ........................................................................................................................... 149
15.6.7
Asynchronous Transaction Response ........................................................................... 150
15.6.8
Managed Account Updater Settings ............................................................................ 151
15.7 Multi-Store Login ............................................................................................................................. 152
15.7.1
Linking Master and Child Stores: Multi-Store Login ................................................ 152
15.7.2
Switching from One Store to Another Store: Multi-Store Login ........................... 154
15.7.3
Removing a Store from the Group: Multi-Store Login ............................................ 154
15.8 Web Integration Options ............................................................................................................... 155
15.8.1
DirectPost Configuration ................................................................................................. 155
15.8.2
Hosted PayPage Configuration ...................................................................................... 155
15.8.3
Hosted Tokenization .......................................................................................................... 156
16
MANAGING YOUR ACCOUNT ..................................................................... 157
16.1 Account Information ...................................................................................................................... 157
16.1.1
Changing Your Login Password...................................................................................... 157
16.1.2
Security Pass-Phrase .......................................................................................................... 158
16.2 Account Settings .............................................................................................................................. 159
16.2.1
Default Electronic Commerce Indicator (ECI) ............................................................. 159
16.2.2
Export-to-File Fields ........................................................................................................... 160
16.2.3
Default Language ............................................................................................................... 161
16.2.4
External Device's Communications Port ..................................................................... 161
16.2.5
Default Transaction Method ........................................................................................... 162
16.2.6
Transaction Summary Fields........................................................................................... 163
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16.3 Login History: Your Account .......................................................................................................... 164
17
MANAGED ACCOUNT UPDATER SERVICE .................................................... 165
17.1 How does it work? ........................................................................................................................... 165
18
LEVEL 2/3 REPORTING ................................................................................ 166
18.1 Level 2/3 Processing ........................................................................................................................ 166
19
E-FRAUD PROTECTION ............................................................................... 167
19.1 Address Verification Service (AVS) ............................................................................................... 167
20
APPENDIX .................................................................................................. 168
20.1 Using the Test Environment .......................................................................................................... 168
20.1.1
Test Card Numbers ............................................................................................................ 168
20.2 Assistance and Resources .............................................................................................................. 169
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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."
•
If you intend to function as a regular user, refer to "Steps for Regular Users."
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1
Getting Started
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
Steps for Regular Users
1. 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.
2
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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.)
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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 email 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 email 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.
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.)
4
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Getting Started
Note: You may also use a mobile device to access your store and process
certain transactions if you have downloaded the eSelect plus mobile app and
installed it to your device. (For more information, go to
moneris.com/espmobile.
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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 # dropdown lists, and then key into the corresponding Security Answer # field the answer to
each question.
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.
6
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Merchant Resource Center Basics
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.
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.)
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Merchant Resource Center Basics
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.
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.
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2.4
Merchant Resource Center Basics
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 sub-menu 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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Merchant Resource Center Basics
2.4.3
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.
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.
•
10
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.
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2.7
Merchant Resource Center Basics
Accessing Screen Help
Context-sensitive on-screen help is available no matter what Merchant Resource Center page you are
viewing.
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:
•
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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Merchant Resource Center Basics
2.9
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 an attached 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 attached). *
6. Process receipts.
* 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).
7. Ensure that your batches are closed daily. (Refer to "End-of-Day Procedures.")
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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
Standard Components
•
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
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 an attached 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.
• 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.
4.1
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:
14
•
[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.
•
[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 an attached magnetic stripe reader.
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Card-Present
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 attached dedicated
MSR device).
•
4.2.2
If a Security Information "display non-secure items" dialog box opens on your computer screen,
click the Yes button.
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
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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.
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.
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4.3.3
Card-Present
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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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 attached 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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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
20
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.
•
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.
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5.2
7800 PINpad Cables
USB
•
5.3
Hardware: Moneris 7800 PINpad
Serial
For instructions on how to use one of these cables to attach the PINpad to a computer, refer to the
"Connecting the 7800 PINpad to a Computer" procedure.
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 reinitialize 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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Hardware: Moneris 7800 PINpad
5.3.1
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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5.3.2
Hardware: Moneris 7800 PINpad
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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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 attached 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.
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.
a. If your store is chip enabled, select MONPSPD;
otherwise, select CPXPL.
b. Press OK.
The PINpad Application settings may have to be
configured depending on the cables you are using.
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5.3.4
Hardware: Moneris 7800 PINpad
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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Hardware: Moneris 7800 PINpad
5.3.4.2
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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5.3.4.3
Hardware: Moneris 7800 PINpad
Configuring POSPAD Settings on 7800
To enable the PINpad to use the POSPAD application, follow the steps below:
Notes:
Selecting a screen prompt:
1. Press CHQ or ALPHA depending on what option appears above the button.
Selecting a menu item:
1. To scroll down, press CHQ; to scroll up, press ALPHA.
2. 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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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.
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.
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Hardware: Moneris 7800 PINpad
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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Hardware: Moneris 7800 PINpad
5.3.6
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 attached 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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Hardware: Moneris iPP320 PINpad
Do one of the following depending on your requirements:
•
To use a serial PINpad cable to attach the iPP320 PINpad to a computer, refer to the "Setting Up the
PINpad: Using Serial Connection" procedure.
•
To use a USB PINpad cable to attach the iPP320 PINpad to a computer, refer to the "Setting Up the
PINpad: Using USB Connection" procedure.
6.1
iPP320 PINpad Keypad
Key
Name
F1
F2
F3
F4
Cancel
Correction
OK/Enter
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Hardware: Moneris iPP320 PINpad
6.2
Setting Up the iPP320 PINpad: Using USB Connection
If you are using a USB cable to attach 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 attached.
(Refer to the "iPPP320 USB Driver: Downloading/Installing" procedure.)
2. Attach the PINpad to a computer. (Refer to the "Attaching 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 attached
to your computer during your login session. (Refer to the "External Device's Communications Port"
procedure.)
6. Initialize the PINpad. (Refer to "iPP320 PINpad Initialization.")
6.3
Setting Up the iPP320 PINpad: Using Serial Connection
If you are using a serial cable to attach 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. Attach the PINpad to a computer. (Refer to the "Attaching 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).
4. Specify the com port that e-Select Plus should use to communicate with the PINpad while it is
attached 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.")
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6.4
Hardware: Moneris iPP320 PINpad
Attaching 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. 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. Wait while the PINpad powers on.
g. Wait for the PINpad to display the INIT REQUIRED screen.
2. Refer back to the setup procedure.
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Hardware: Moneris iPP320 PINpad
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.
6.6
Attaching 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.
d. 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.
f. When the CABLE TYPE screen appears:
• If you are using a USB connection, simply press the
(selects USB).
key
• 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
.
h. When the BEEP screen appears, press the
key (selects OFF).
key (selects ON).
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Hardware: Moneris iPP320 PINpad
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.
6.8
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 attached 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.
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Hardware: Moneris iPP320 PINpad
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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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:
• 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 sub-menu, 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.
7.1
Debit/Credit Transactions
The following Debit/Credit transactions may be initiated from the Terminal sub-menu:
•
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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7.1.1
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):
SWIPE
MANUALLY ENTER
(KEYED)
(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 attached dedicated magnetic
stripe reader.
a. Click the Process Transaction
button.
b. Continue below at step 7.
c. Continue below at step 7.
7. Waitthe 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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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.)
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.
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Virtual Terminal
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 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
SWIPE
(PINPAD)
a. Click the Swipe Card
button on your
computer screen.
b. When SWIPE CARD or
SWIPE OR INSERT
CARD appears on the
attached PINpad, the
card must be swiped
on the PINpad. (Refer
to the "Cardholder
Prompts on the
PINpad" procedure.)
(MSR)
TAP
(PINPAD)
INSERT
(PINPAD)
a. Click the Swipe Card
button.
a. Click the Swipe Card button
on your computer screen.
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 attached dedicated
magnetic stripe reader.
b. When SWIPE OR INSERT CARD
appears on the attached
PINpad, the card must be
inserted into the PINpad.
(Refer to the "Cardholder
Prompts on the PINpad"
procedure.)
b. When SWIPE, TAP OR
INSERT CARD appears on
the attached 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.
c. Continue below at step 6.
c. Continue below at step 6.
c. 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.
OR
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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Virtual Terminal
7.1.3
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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7.1.4
Virtual Terminal
Void with Debit/Credit Card
The Void cancels a debit/credit transaction still in an open batch. Because the Void cancels an existing eSelect 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 attached):
• 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 attached:
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:
• 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.
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.
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Virtual Terminal
• 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.
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 "follow-on" 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 attached):
• If the Host response page opens on your computer screen, continue at step 8.
• If the SWIPE CARD prompt or SWIPE OR INSERT CARD or (iPP320 only) the SWIPE, TAP OR INSERT
CARD prompt appears on the PINpad:
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Virtual Terminal
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.
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 sub-menu 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.
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Virtual Terminal
• 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:
• 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
SWIPE
INSERT
TAP
(PINPAD)
(MSR)
(PINPAD)
(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 OR
INSERT CARD
appears on the
attached PINpad, the
card must be
inserted into the
PINpad. (Refer to the
"Cardholder Prompts
on the PINpad"
procedure.)
b. When SWIPE, TAP OR
INSERT CARD
appears on the
attached PINpad
(iPP320), the card
must be tapped or
waved over the
PINpad's display
screen. (Refer to the
"Cardholder Prompts
on the PINpad"
procedure.)
b. When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the attached
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 attached dedicated
magnetic stripe reader.
c. Continue below at step 6.
c. Continue below at step 6.
c. Continue below at
step 6.
c. Continue below at
step 6.
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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7.1.7
Virtual Terminal
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! The Pre-Auth must be completed or reversed at later time with a Capture transaction.
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.
• 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.
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:
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Virtual Terminal
• 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
SWIPE
INSERT
(PINPAD)
(MSR)
(PINPAD)
a. Click the Swipe Card button
on your computer screen.
a. Click the Swipe Card
button.
a. Click the Swipe Card button
on your computer screen.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached 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 attached dedicated
magnetic stripe reader.
b. When SWIPE OR INSERT CARD
appears on the attached
PINpad, the card must be
inserted into the PINpad.
(Refer to the "Cardholder
Prompts on the PINpad"
procedure.)
c. Continue below at step 6.
c. Continue below at
step 6.
c. 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:
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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7.1.8
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 Preauthorization 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:
• 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 Pre-Auth:
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.
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7.1.10
Virtual Terminal
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 appropriate column below:
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 attached 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:
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Virtual Terminal
• 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.
7.2
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:
•
Mandatory fields are bolded on the Merchant Resource Center interface.
•
To reverse this transaction, do a Cash Refund. (Refer to the "Refund with Cash" procedure.)
•
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. 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 (#.##).
Note: This field may already be populated with a dollar value if
the Purchase transaction was initiated as a result of a
gift/loyalty Balance Due condition.
• Amount Tendered: Key in the dollar amount (#.##) tendered by the customer.
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Virtual Terminal
• 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:
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:
• To process receipts without reversing an associated loyalty transaction, refer to the "Receipt
Processing" procedure.
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Virtual Terminal
• 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.
7.3
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 an attached 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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8.1
Post-Transaction Tasks
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 PRE-AUTHORIZATION
or RE-AUTHORIZATION or PURCHASE or REDEMPTION or VOICE AUTH, do the following:
If the cardholder is not present:
a. E-mail a receipt to the cardholder. (Refer to the "Emailing a Receipt" procedure.)
OR
Print a receipt, and send it to the cardholder. (Refer
to the "Printing a Receipt" procedure.)
b. Print a receipt to retain for your records.
If the cardholder is present:
a. Print two copies of the receipt.
•
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.
b. 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. 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.
b. Print a receipt to retain for your records.
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Post-Transaction Tasks
8.1.1
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.
2. Select a printer, and click the Print button in the Print dialog box.
The dialog box closes, and the receipt is prints.
3. The procedure is complete.
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8.1.2
Post-Transaction Tasks
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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Post-Transaction Tasks
8.2
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:
•
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.
DEBIT/CREDIT
GIFT
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8.2.1
Post-Transaction Tasks
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:
• 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.)
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.)
•
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.)
Debit Card Details
(Refer to the "Entering Payment Details:
Debit Cards" procedure.)
•
Multiple Action Items Processing
(Refer to the "Multiple Action Item
Processing" procedure.)
Vault Profile Details
(Refer to the "Entering Payment Details:
Vault Profiles" procedure.)
•
Order History - viewing of
(Refer to the "Order History" procedure.)
•
PINpad Prompting
Language - selecting
(Refer to the "Language Selection"
procedure.)
Credit Card Details
(Refer to the "Entering Payment Details:
Credit Cards" procedure.)
•
Recurring Transaction Details
(Refer to the "Entering Recurring
Transaction Details" procedure.)
•
Search Criteria for Reports
Application - selecting
(Refer to the "Application Selection"
procedure.)
Transactions Criteria, for Transactions
report, Vault report, and Recurring
report
(Refer to the "Criteria for Reports:
Transactions / Vault / Recurring / Gift /
Loyalty" procedure.)
Tip - Percentage/dollar Amount
(Refer to the "Entering a Tip: Percentage
or Dollars" procedure.)
Batch criteria, for Batches report
(Refer to the "Search Criteria for Batches
Report" procedure.)
Tip - Dollar Amount
(Refer to the "Entering a Tip: Dollar
Amount" procedure.)
Managing Recurring Transactions
criteria
(Refer to the "Search Criteria for
Managing Recurring Transactions"
procedure.)
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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.
If no postal code was specified on the previous page, choose a country from the dropdown list.
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 Features
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.
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.
7. 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.
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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9.2
Optional Procedures
Adding Order Details
Use the Add Order Details option to attach additional details to a credit Purchase or Pre-Auth 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:
• 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.
2. Go to the Shipping Details column (Order Details section), and key shipping data into these fields:
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3. 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.
4. 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.
5. Key in the data for the Taxes and Shipping section:
Shipping/Freight
Tax 1
Tax 2
6. 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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9.3
Optional Procedures
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:
• State/Prov:
• Last Name:
• Postal Code:
• Company:
• Country:
• Address:
• Phone:
• City:
• Fax: Applies
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.
9.4
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.
• 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.
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9.5
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.
• 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 e-commerce 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 e-commerce
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.
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9.6
Optional Procedures
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.
9.7
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.
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9.7.1
Card Entry Options: Credit
1. The following credit options may be available on your Payment 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.
• 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 attached PINpad.
2. Refer back to the previous procedure.
9.7.2
Card Entry Options: Debit
1. The following debit options may be available on your Payment 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.
• 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.
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9.7.4
Optional Procedures
Card Entry Options: Gift
1. The following gift options may be available on your Payment Method (or Card Input 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.
• 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.
2. 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.
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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.
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.
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9.8.2
Optional Procedures
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 be appended to the transaction record
appearing 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: Not applicable for Vault profile updates.
• 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: 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: 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: 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.
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:
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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. Fill in any other Payment Details fields if they appear:
• 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
Optional Procedures
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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Optional Features
9.8.6
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.
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.
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2. Refer back to the transaction procedure.
9.9
Order History
An Order History page is created for every financial transaction that is processed on e-Select 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 any of 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.
Note: If Level 2/3 data are attached to a transaction (refer to "Level 2/3 Processing" 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 FollowOns."
...From a Transaction Summary page of a report:
1. Generate a report. (Refer to the "Reports" section.)
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 FollowOns."
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Optional Features
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 attached 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 the displayed
amount by pressing OK on the 7800 or by pressing the
key 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.)
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.
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9.10.1
Optional Procedures
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.
• 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.
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• 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:
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.
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.)
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Optional Procedures
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.
9.10.6
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
Note: Please respect the cardholder's privacy, and encourage them to protect
their PIN.
key.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
7800 PINpad:
1. 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.
2. Refer back to the "Cardholder Prompts on the PINpad" procedure.
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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
key (iPP320) on the PINpad to cancel the transaction.
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.
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.)
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9.11
Optional Procedures
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.
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.
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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.
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.
•
To include 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.
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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).
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 ECI (Electronic Commerce Indicator):
a. Select the ECI checkbox.
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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.
9.11.3
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.
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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.
2. 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.
• 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.
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3. 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.
4. To save the current search criteria, click the Save Settings button, and continue at step 5; otherwise,
refer back to the transaction procedure.
5. If you clicked the Save Settings button, a page opens to confirm that your settings were saved.
6. Refer back to the transaction procedure.
9.11.4
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.
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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:
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 pre-defined dollar values
as well as variable-value cards and rechargeable cards. This is available for small businesses as the
Moneris Gift Card program and as a customized program for national chains. (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.
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.")
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•
Redeem (Refer to "Coupon Validation with Gift/Loyalty Card .")
•
Independent Refund (Refer to "Independent Refund with Gift Card.")
Gift/Loyalty Programs
The following administrative transactions may be initiated from the Gift sub-menu bar:
•
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.")
10.2.1
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.
ADMINISTRATIVE
ADDING DOLLARS
USING DOLLARS
RESTORING DOLLARS
•
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.
Process an Activation transaction using a reloadable gift card
Process a gift Purchase.
Reverse a gift Purchase by processing any of the following:
•
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
SWIPE
(PINPAD)
(MSR)
MANUALLY ENTER
(KEYED)
a. Click the Swipe Gift Card
button on your computer
screen.
a. Click the Swipe Gift Card
button on your computer
screen.
a. Key the card Account number into
the Gift Card Number field, and
click the Next button.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached 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
attached dedicated magnetic
stripe reader.
b. Wait for the page to reload, and
continue below at step 7.
c. Wait for the page to reload,
and continue below at step 7.
c. Wait for the page to reload,
and continue below at step 7.
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.
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Gift/Loyalty Programs
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.
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.)
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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.
• 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
Gift/Loyalty Programs
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
SWIPE
(PINPAD)
(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
attached 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
attached 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.
c. 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.
• 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.
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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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:
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.")
•
Independent Refund (Refer to "Independent Refund with Loyalty Card")
The following administrative transactions may be accessed from the Loyalty sub-menu:
94
•
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.")
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10.3.1
Gift/Loyalty Programs
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
ADDING POINTS
•
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*
USING POINTS
RESTORING POINTS
REMOVING POINTS
Reverse a Manual Redemption transaction with:
•
loyalty Void (open batch)
•
Merchant Web Portal (closed batch), visit:
www.moneris.com/loyaltycard/merchant)
Reverse a loyalty Capture or loyalty Purchase with:
•
loyalty Void (open batch)
•
loyalty Refund (closed batch)
•
loyalty Independent Refund
*Uses points from coupon.
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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), eSelect 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 autoRedemption. (For information, refer to "About Redemptions.")
•
To redeem a loyalty coupon, refer to the "Coupon Validation" procedure.
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.
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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):
SWIPE
SWIPE
(ON PINPAD)
(ON MSR)
MANUALLY ENTER
(KEYED)
a. Click the Swipe Loyalty Card
button on your computer
screen.
a. Click the Swipe Loyalty Card
button on your computer
screen.
a. Key the card number into the
Loyalty Card Number field, and
click the Next button.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached 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
attached dedicated magnetic
stripe reader.
b. Wait for the page to reload, and
continue below at step 7.
c. Wait for the page to reload,
and continue below at step 7.
c. 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.
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b. Continue in the "Purchase with Loyalty Card" procedure beginning at step 3.
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
SWIPE
(ON PINPAD)
(ON MSR)
a. Click the Swipe Card
button on your computer
screen.
b. When SWIPE CARD or
SWIPE OR INSERT CARD
appears on the attached
PINpad, swipe the card on
the PINpad's magnetic
stripe reader.
a. Click the Swipe Card button on
your computer screen.
b. When the "swipe card" (or
similar) message appears on
your computer screen, swipe the
card on the attached dedicated
magnetic stripe reader.
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.
c. Wait for the page to reload, and
continue below at step 6.
c. 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.
• 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.
• 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.
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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).
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.
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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).
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.)
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• 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.)
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):
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SWIPE
SWIPE
(ON PINPAD)
(ON 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 attached 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
attached 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.
c. 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.
• 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.)
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10.3.9
Gift/Loyalty Programs
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):
SWIPE
SWIPE
(ON PINPAD)
(ON MSR)
a. Click the Swipe Card button on
your computer screen.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached PINpad, swipe
the card on the PINpad's
magnetic stripe reader.
c. Wait for the page to reload,
and continue below at step 6.
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
attached dedicated magnetic
stripe reader.
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.
c. 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.
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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.
10.3.10
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
Gift/Loyalty Programs
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
SWIPE
(PINPAD )
(MSR)
a. Click the Swipe Card button on
your computer screen.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached PINpad, swipe
the card on the PINpad's
magnetic stripe reader.
c. Wait for the page to reload,
and continue below at step 5.
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
attached dedicated magnetic
stripe reader.
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.
c. 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.
b. Continue at step 6.
• Loyalty cards:
a. Continue at step 7.
6. Click the Next button.
8. Wait for the Inquiry Response page to appear, and note:
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• Gift cards:
- 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.)
• Loyalty cards:
- 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."
10.4.2
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):
SWIPE
SWIPE
(PINPAD)
(MSR)
a. Click the Swipe Card button on
your computer screen.
b. When SWIPE CARD or SWIPE
OR INSERT CARD appears on
the attached PINpad, swipe
the card on the PINpad's
magnetic stripe reader.
c. Wait for the page to reload,
and then go to step 6.
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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
attached dedicated magnetic
stripe reader.
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.
c. Wait for the page to reload,
and then go to step 6.
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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:
• If the Continue button appears, refer to the "When a Balance or Fee is Due" procedure.
• 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.
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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
SWIPE
(PINPAD)
(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 attached 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
attached 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.
c. 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.
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.)
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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
SWIPE
(PINPAD)
(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 attached 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
attached 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.
c. 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 sub-menu 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.)
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.)
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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.
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.
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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).
The Transaction Summary page opens.
• 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.
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11.3.2
Recurring Billing
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.
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.
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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.
11.3.4
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.
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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).
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.
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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:
• To change the duration of a recurring billing, key a different number into the Recurs Remaining
field.
• 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.
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.
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The Vault
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 attached dedicated magnetic stripe reader.
6. Please wait.
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:
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The Vault
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.
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.
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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.
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:
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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 the "Adding a Recurring Transaction"
procedure beginning at step 3.
12.3.1
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.
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.
12.3.2
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.
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The Vault
• To initiate a financial transaction with this Vault profile, refer back to the "Managing Vault
Profiles" procedure beginning at step 10.
12.3.3
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.
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.
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12.4
The Vault
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.
• To modify or delete a Vault profile or process a transaction with that profile:
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.)
- Vault report for transactions processed from a Vault profile
(Refer to the "Vault Report" procedure.)
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13.1
Reports
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 Active 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.
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.
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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.
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.
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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.
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 sub-menu bar:
• 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
Administrative Functions
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.
• Retrieve data about Administrative configuration changes:
a. Select the Change radio button.
b. Select the type of change from the Change drop-down list.
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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.
• 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).
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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).
6. The procedure is complete.
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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 drop-down 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).
7. The procedure is complete.
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15.3
Administrative Functions
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.
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.
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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.
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.
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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.
15.4.2
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.
A page opens containing details about the User account.
6. Click the Set Level button.
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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.
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:
ALLOWS USER TO...
OPTION
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.
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:
ALLOWS USER TO...
OPTION
138
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.
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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:
ALLOWS USER TO...
OPTION
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.
15.4.2.2
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.
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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.
User-Level Permissions List
The following User permissions may be updated: Administrative, Transaction, Report, Gift Transactions, and
Vault:
Administrative Permissions:
ALLOWS USER TO...
OPTION
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.)
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Set IP Access
Access transaction page.
Store Settings
Access transaction page.
View API Token
Access transaction page.
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Transaction Permissions:
ALLOWS USER TO...
OPTION
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.
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.
Report Permissions:
ALLOWS USER TO...
OPTION
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:
ALLOWS USER TO...
OPTION
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.
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.
Vault Permissions:
ALLOWS USER TO...
OPTION
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.
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Manage Profiles
Access transaction page.
Vault Reports
Access transaction page.
Update Profile Details
Update a Vault profile.
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15.4.3
Administrative Functions
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.
• To continue modifying other users, click the Back button.
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-todate 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.
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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.
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.
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•
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.)
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15.6.1
Administrative Functions
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 E-commerce 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.
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).
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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.
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 10-11 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.
• 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.
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
Administrative Functions
Tip Settings
Specify if you want the PINpad (if attached) 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.
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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.
15.6.7
Asynchronous Transaction Response
Configure the Asynchronous Transaction Response parameters to enable a server-to-server 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
Administrative Functions
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, eSelect 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. 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: MultiStore Login" procedure.
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.)
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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.
4. Link the child store(s) to the master store:
a. Click on ADMIN in the main menu bar.
The sub-menu populates with Admin items.
b. Click on Multi Store Login in the sub-menu bar.
The Multi Store Setup page opens.
c. Go to the Add Store section, and key in your login credentials ( Username, Store ID, and
Password) of the child store that you wish to link (as selected in step 2).
d. Click the Authenticate Access button.
e. 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 e.).
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.
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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.
15.7.3
Removing a Store from the Group: Multi-Store Login
To remove a linked store:
1. Log into the prime 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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15.8
Administrative Functions
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 PCIcompliance responsibilities.
For assistance in determining which integration method is right for you, contact the e-Select Plus Integration
Support team.
15.8.1
DirectPost Configuration
DirectPost is one of the Web integration options available for integrating MOTO/E-commerce 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/E-commerce
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.
•
For information about how to view or download detailed Hosted PayPage configuration
instructions, refer to "Assistance and Resources."
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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 e-Select 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.
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.
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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.
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.
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d. Click the Change Password button.
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 pass-phrase 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.
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.
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16.2
Managing Your Account
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.
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.
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16.2.2
Export-to-File Fields
Configure this setting to select specific types of data to be included in any CSV (comma-separated 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.
•
Order ID:
•
Response Code:
•
Transaction Type:
•
Batch Number:
•
Date / Time:
•
Sequence:
•
Amount:
•
Reference Number:
•
Card Number:
•
Terminal ID:
•
Card Type:
•
Transaction Number:
•
Expiry date:
•
Orig Transaction Number:
•
Swiped:
•
ECI:
•
CVD Result:
•
Username
•
AVS Result:
•
Auth Code:
•
Result:
•
Customer ID:
•
Card Level Result:
•
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.
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16.2.3
Managing Your Account
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) attached 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:
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.
The page reloads.
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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.
• Mag Swipe Reader: Payment card's data are entered via swipe on attached magnetic stripe
reader.
• Pinpad: Payment card's data are entered via swipe on attached 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.
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16.2.6
Managing Your Account
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.
•
Customer ID:
•
CVD Result:
•
Batch Number:
•
AVS Result ECI:
•
Amount:
•
Response Code:
•
Account
Number:
•
Authorization Code:
•
•
Username:
Payment Type:
•
•
Result:
Expiry Date:
•
Card Level Result:
•
VBV/SecureCode Result:
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.
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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.
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17 Managed Account Updater Service
Managed Account Updater Service allows you to maintain accuracy of your customers’ data stored in eSelect 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
18.1
Level 2/3 Processing
By having your store enabled for the Level 2/3 Processing feature, you will be presented with the option to
attach addendum processing data, "Level 2/3 data" (used for business tracking), to the following
transactions processed with a corporate (purchasing card): Captures (Pre-Auth Completions) and Refunds.
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 decide
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 Pre-Authorization
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:
166
•
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, Pre-Authorizations, 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:
•
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.
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:
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.
20.1.1
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 TYPE
CARD NUMBER
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.
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Appendix
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.)
•
20.2
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.
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/downloadable-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/downloadable-content .
2. Go to the Downloads section, and log in as a Registered user (online
registration is required for new users).
•
PINpad drivers
•
ICC Simulators
1. Go to:
https://esqa.moneris.com/connect/en/download/drivers/index.ht
ml.
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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Appendix
e-Select Plus Merchant Resource Center USER GUIDE (Canada)
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