QUICK REFERENCE GUIDE
Equinox T4200 Series
This Quick Reference Guide
will guide you through
understanding your
terminal’s functionality and
navigation, and will help
you with troubleshooting.
INDUSTRY
Lodging
APPLICATION
Chase Paymentech’s PTS32L
TERMINALS
Equinox T4220, T4210 and T4205
(formerly Hypercom Optimum)
Contents
GETTING STARTED
Available Transaction Types . . . . . . . . . . . . . . . . . . . . . 3
Clerk and Cashier Setup . . . . . . . . . . . . . . . . . . . . . . . . 4
Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Gift Card Transaction Types (Opt.). . . . . . . . . . . . . . . 6
Navigating Your Terminal . . . . . . . . . . . . . . . . . . . . . . . 7
Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
REFERENCE
Prompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . 10
Credit Transactions
To initiate
Check-In Perform this transaction to create a
folio for the guest and authorize, but not yet
charge, a specific amount on a credit card; the
card may or may not be present.
Select Check-In.
Check-Out Perform this transaction to close
Select
the guest’s folio and charge the original card,
Check-Out.
or authorize and charge a different credit, debit
or gift card.
Re-Auth A re-authorization must be
performed if the guest’s charges exceed the
amount originally authorized on the card, but
the guest is not yet checking out.
Select Re-Auth.
Re-Check-In Perform this transaction to
re-open a previously closed folio.
Press
[FUNCTION],
[16] and
[ENTER].
Update An update should be performed to
modify the check-in date, check-out date, folio
number or room number of a guest’s folio.
Press [ENTER].
Select
Transaction,
Lodging and
Update.
Credit Sale A sale transaction using a credit
card; the card may or may not be present.
Select Sale.
Auth Only An authorization-only transaction
provides an approval, but does not charge the
consumer until the transaction has been added
to the batch by way of a force transaction.
Press
[FUNCTION],
[9] and [ENTER].
Force Sale Perform a force sale when the
terminal cannot reach the host (Chase
Paymentech) to authorize a transaction, or to
finalize an Auth Only transaction. Contact your
voice authorization center for an authorization
code, and then perform the transaction.
Press [ENTER].
Select
Transaction and
Force.
Force Check-In/Check-Out Perform a force
check-in or check-out when the terminal
cannot reach the host (Chase Paymentech) to
authorize a transaction, or to finalize an Auth
Only transaction. Contact your voice
authorization center for an authorization code,
and then perform the transaction.
Press [ENTER].
Select
Transaction,
Lodging and
Force CKIN or
Forc CKOUT.
Refund Perform a refund to return money to a
cardholder’s account from a credit sale
completed in a closed batch (i.e., previous
day). May also be used to adjust a previous
transaction.
Press [ENTER].
Select
Transaction and
Refund.
Available
Transaction
Types
Your terminal
supports various
transaction types.
Refer to this section for
information on what
transactions are
available, when to use
them, and how to begin
the transaction.
3
Available
Transaction
Types
Continued
Your terminal
supports various
transaction types.
Refer to this section for
information on what
transactions are
available and when to
use them.
Credit Transactions
To initiate
Void Perform a void to reverse a check-in,
check-out, credit sale, force, or refund
transaction and prevent any funds from
transferring from the cardholder’s account.
Only available for transactions in the current
batch (i.e., same day).
Select Void.
Debit Transactions
To initiate
Debit Sale A sale transaction using a debit card Select Sale.
and PIN; the card must be present.
Debit Refund Perform a debit refund to return
money to a cardholder’s account; the card must
be present.
Select Refund.
May not be available for all card issuers.
Clerk and
Cashier Setup
Clerk/cashier setup
allows you to manage
IDs.
Access the feature by
pressing [FUNCTION],
[78] and [ENTER].
4
ADD/REMOVE
Used to log on clerks/cashiers as their shifts begin, and log them off
at the end of their shift.
ID TABLE REPORT
Prints a report of clerks/cashiers currently signed on.
CLEAR
Clears the ID table of all signed-on clerks/cashiers.
Reports: Main Menu
Audit Report Prints detail information for each transaction and a
totals summary for each card type and transaction type.
Summary Report Prints totals by card type and transaction type.
Clerk/Cashier Report Launches Clerk/Cashier Reports menu
options. (See Reports: Clerk/Cashier Reports Menu.)
Reprint Reprints a receipt from the batch.
Antq Auth Prints an authorization report from a previous date.
Settlement Report Prints settlement status and transaction totals.
Available
Reports
A report is like a
snapshot in time of
business activities. Use
this data to help you
make crucial business
decisions.
Press the [REPORTS]
hot key to launch the
Reports menu.
Shift Report Prints detail information for each transaction and a
summary report for each shift, if enabled.
Performance Report Prints a summary of transaction counts and
communications statistics.
History Report Prints a summary of transaction totals from a set
number of days (5, 10, 15, 30).
HCS Batch Inquiry Report Prints the status of the current batch
as reported by the host (Chase Paymentech).
GC Cash Out Report Prints a list of cashed-out gift card
redemptions by clerk/cashier.
GC Audit Prints a list of gift card transaction details by transaction
type.
GC Summary Prints a list of gift card transactions and totals.
GC Clerk Prints a list of gift card transaction details by clerk/cashier.
Reports: Clerk/Cashier Reports Menu
Detail Report Prints detail information on all transactions
performed by all clerks/cashiers, or a specific clerk/cashier.
Summary Report Prints totals by card type and transaction type
performed by all clerks/cashiers, or a specific clerk/cashier.
ID Table Report Prints a list of all clerks/cashiers currently signed
on.
5
Gift Card
Transaction
Types (Opt.)
If you are participating
in Chase Paymentech’s
proprietary Gift Card
program, your terminal
supports various gift
card transaction types.
Refer to this section for
information on what gift
card transactions are
available and when to
use them.
Access the Gift Card
menu by pressing
[FUNCTION], [74] and
[ENTER].
6
Gift Card Transactions (Optional)
To initiate
Issuance/Add Value Adds value to the gift
card account. This transaction can be used to
issue and activate a new card, or to reload an
active card with incremental value.
Select Issue/Add
Value.
Activation Create a consumer’s gift card
account by assigning value to a card. One or
more gift cards can be activated at one time.
Activations can only be performed on cards that
have not been previously activated.
Select
Activation.
Redemption Decreases the value stored on the Select
consumer’s gift card account. This transaction is Redemption.
performed when a consumer uses the card to
purchase goods or services.
Balance Inquiry Print a receipt that displays
the customer’s available gift card balance
(without changing it).
Scroll to and
select Balance
Inquiry.
Force Perform a force redemption, activation or
issuance with a valid approval code from the
voice authorization center when connectivity to
the host is available.
Scroll to and
select Force
Redemption,
Issuance or
Activation.
Deactivate When enabled, change the status
of a card from active to inactive. Inactive cards
may not be used for redemptions.
Scroll to and
select
Deactivate.
Reactivate When enabled, this transaction
allows the merchant to change the status of a
card from inactive to active. This transaction can
only be used to activate “deactivated” cards.
Scroll to and
select
Reactivate.
HOT KEYS
The terminal has six hot keys to the left and right of the display;
these are used to scroll and make selections. The four hot keys below
the display are :
[HOME] - Exits the PTS32L application and returns to the Terminal
Applications menu.
[SETTLE] - Initiates a batch settlement.
[REPORTS] - Opens the Reports menu.
Navigating
Your
Terminal
Refer to this section to
find and begin the
transaction or function
you wish to use.
[FUNCTION] - Initiate 1- or 2-digit numbered terminal functions.
BEGIN A TRANSACTION
Use the hot keys at the main menu to navigate to the transaction
type you wish to perform. If the desired transaction is not available
via the main menu, press [ENTER] and select Transaction.
CLERK/CASHIER MENU
Press [FUNCTION], [78] and [ENTER] to access the Clerk/Cashier menu.
BATCH REVIEW
Press [FUNCTION], [1] and [ENTER] to review the current batch.
ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and
open a new batch for logging and accumulating transactions.
Your Equinox terminal uses a Terminal Capture System (TCS),
meaning it stores transactions throughout the day and sends
batch totals of sales and refunds to the host (Chase
Paymentech) after the close of business.
There are two settlement options:
1 - MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settle from the
main menu and follow the prompts displayed.
Settling
the Batch
Your transactions must
be “settled” daily. Read
this section to ensure
the settlement process
operates smoothly.
2 - AUTO SETTLEMENT
If your terminal is set to automatically settle, it will
automatically settle transactions in the current batch at a specific,
predetermined time, within a 24-hour period. When configured,
auto settlement begins any time after the set time occurs if
there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
then auto settlement occurs any time after 22:30:00. If the
terminal is turned off before the set time, and turned on again
(usually the next morning), auto settlement occurs at that time.
7
Prompt
Q&A
While navigating
through transactions,
you’ll find that some
prompts aren’t as clear
as others. This section
clarifies those prompts.
Prompt
Description/Action
[CARDTYPE] [Transaction] Imprint the card using a manual
imprint machine and press [ENTER].
Take Imprint of Card
VERIFICATION CODE
Not Provided
Present
Illegible
Press the hot key to the left of the
appropriate option.
Press [ENTER] or scroll down to
select Not Present.
Press [CANCEL] to return to the
main menu.
[CARDTYPE] [Transaction] Key the V-Code from the card and
press [ENTER].
CXXX from Card
[CARDTYPE] [Transaction] Press [ENTER] if the duplicate
transaction should be processed.
Duplicate Trans
Add?
Press [CLEAR] if the duplicate
transaction should be cancelled.
[CARDTYPE] [Transaction] Key in the approval code and press
[ENTER].
Enter Approval Code
Note: Terminal will only accept an
approval code of six characters.
Note: For alpha characters, use the
[#] key on most devices.
Extra Charge Code
2: RSTR, 3: GS, 4: MB
5: TEL, 6:OTHER, 7: LDR
8
Select the appropriate extra charge
code and press [ENTER].
2: Restaurant
3: Gift Shop
4: Mini Bar
5: Telephone
6: Other
7: Laundry
Code Description
VISA
MC AMEX Disc.
X
Match - Address and 9-digit
ZIP code
Y
Match - Address and ZIP code
(for Discover, address only
matches)
A
Partial - Address matches, ZIP
code does not (for Discover,
both address and ZIP match)
W
Partial - 9-digit ZIP code
matches, address does not (for
Discover, no data from issuer)
Z
Partial - ZIP code matches,
address does not
N
No match - Neither address nor
ZIP code match
U
Unavailable - AVS system
unavailable or issuer does not
support AVS
R
Retry - Issuer’s system
unavailable or timed out
S
Not supported - AVS not
supported by issuer at this time
AVS Response
Codes
The Address Verification
System (AVS) is a
feature that adds fraud
protection on card-notpresent transactions.
The numeric portion of
the customer’s street
address and the ZIP
code are compared
against the information
on file with the cardissuing bank.
Use this chart to
interpret domestic AVS
Response Codes by card
type.
9
Common
Error
Codes
In the event that
your terminal displays
an error, refer to these
error codes to
troubleshoot your
terminal.
If the code you are
experiencing is not
shown, retry the
transaction, or if
possible, manually enter
the account number.
If the error persists,
contact your Help Desk
for support.
10
Error Code
Description
Action
Error
No Batch
Totals
Cannot perform
requested function batch is empty
No action.
Invalid Card
The four digits keyed do
not match the account
number from the card’s
magnetic stripe.
Re-key the last four
digits of the card
number. If the problem
persists, ask for
another form of
payment, as the card
may be fraudulent.
Please Try
Again - CE
Communications error.
Check the line or
network, then retry
the transaction.
Expired Card
The card’s expiration
date has passed.
Ask for another form
of payment.
Settlement
Required
The terminal has
reached batch
transaction capacity.
Perform Batch
Settlement.
Paper Out
The terminal is out of
paper.
Reload paper.
Unsupported
Card
The terminal is not
configured for the card
type.
Request an alternate
form of payment.
11
POS-0503 08/12
©2012, Chase Paymentech Solutions, LLC. All rights reserved.
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