Ingenico Desk Series Manual de usuario

Quick Start Guide

Ingenico Desk Series

1. Powering your terminal

Your Ingenico Desk series EFTPOS terminal

requires a power connection in order to

operate. This is connected to the “magic box”

located at the end of the coiled black cable.

Plug the power connection into the round port

with the lightning bolt icon on the magic box.

The power adapter then connects to your wall

outlet to power the EFTPOS terminal.

2. Connecting your terminal to the Internet

Your terminal supports multiple connection types. Depending on your terminal

model and desired connection type, a cable may be required. If your terminal

is connected with a SIM (3G/4G) or via Wi-Fi a cable will not be required. If

you are unsure please consult Eftco technical support.

For a cabled Internet connection start by connecting

your Ethernet (network) cable to the port labelled

“ETH” on the magic box. The other end of the

Ethernet cable should be connected to your network.

Depending on your network setup this could be

connected directly to your modem/router, or a

network wall port.

For a dial-up connection your telephone cable will

connect to the port labelled “IN”. Please pay special

attention to the port labels, the telephone cable will fit

into the other ports and can cause costly hardware

damage when incorrectly connected. Once connected

to the “IN” port on the magic box, the other end of

the cable can be plugged into an analogue telephone wall port. Dial-up should

only be used in cases where an Internet connection is not available, when using this

connection type transactions will perform slowly and updates will not download.

3. Activation

If this is the first time this terminal is being used, it may need to be activated

before you can start transacting. Please contact support on 0800 180 181.

4. Using your terminal

Now that your terminal is up and running you can familiarise yourself with the

function and menu keys, these enable quick and easy operation of the

terminal.

Menu: Pressing the menu key while at the home screen will open the

main menu where all terminal functions can be found.

Clear: When entering any value pressing the clear key will delete the

entered value. Clear also represents no if used at a yes/no prompt.

Cancel: Pressing the cancel key will cancel the current transaction or

close the current menu, use this to return to the home screen.

Enter/OK: The enter key will confirm the current value or prompt. If

used on a yes/no prompt, enter will represent the yes option.

Paper feed: Holding the paper feed key will feed receipt paper from

the roll. After replacing the roll we recommend testing with this key.

Your terminal also includes 4 function keys. These are labelled F1 - F4 and are

located at the very bottom of the touch screen for the Desk/5000, while the

Desk/3200 has physical keys located at the top of the keypad.

Desk/5000: Desk/3200:

From the home screen you can press the function keys to quickly perform

certain tasks, this allows quick access to common tasks without needing to

open the menu each time.

F1: Starts a new purchase transaction.

F2: Starts a new cash-out transaction (if enabled).

F3: Starts a new refund transaction (requires refund/merchant card).

F4: Performs a log-on.

5. Performing a log-on

A log-on can be performed as a check to ensure you are ready to transact. If

the log-on response is “accepted”, you can be assured the terminal is online.

Simply press the “F4” key from the home screen to perform a log-on.

6. Performing a transaction

•Press F1 to start a new transaction from the home screen

•Input the desired purchase amount, followed by the enter key

•If you have cash-out enabled, you can input this next (optional)

•Allow the customer to tap/swipe/insert their card

•Advise the customer to select their account and enter their PIN

•Please take note of the “accepted” or “declined” response

7. Performing a refund

•Press F3 to start a new refund transaction from the home screen

•Swipe your merchant/refund card and input the refund card PIN

•Input the desired refund amount, followed by the enter key

•Allow the customer to swipe/insert their card

•Advise the customer to select their account and enter their PIN

•Please take note of the “accepted” or “declined” response

8. Card not present transaction (MANPAN)

Please note: This requires your bank’s merchant services team to have

enabled MANPAN for your facility before this function will work.

•Press F1 to start a new transaction from the home screen

•Input the desired purchase amount, followed by the enter key

•If you have cash-out enabled, you can input this next (optional)

•Press the “Func.” key (next to enter)

•Input the customer card number

•Input the expiry date of the card

•At CSC prompt press the enter key if the card has a CSC number

•Input the CSC number from the rear of the card (3-4 digit code)

•Select the correct transaction type (typically MOTO)

•Select the correct transaction frequency (typically single)

•Select the credit account option, followed by enter to accept

signature

•Please take note of the “accepted” or “declined” response

9. Reprint last receipt

To reprint the last receipt, simply press the “3” key from the home screen.

10. Settlements

•Press the menu key from the home screen

•Select “admin menu”

•Select the desired settlement transaction

oTotal: Will provide a report showing the transaction values

since the total was last run & reset. When this transaction is

run, the terminal will ask if you would like to reset the values

to 0.

oInquiry: Generates a report showing the transaction values

for today, or a specific date (no further than 7 days in the

past) as recorded by Worldline.

oCutover: Generates a report showing the transaction values

for today, as recorded by Worldline. Please note: this can only

be performed once per day, during your settlement window.

Once performed, any subsequent transactions will be included

in the next day’s takings. Perform this at the end of your day.

11. Enabling & disabling contactless (payWave/PayPass/Tap and Go)

Please note: This requires your bank’s merchant services team to have

enabled contactless payments for your facility before this function will work.

•Press the “Func.” key from the home screen

•Input “7418” followed by the enter key

•At the multi-merch prompt, press the “7” key

•The terminal will present a prompt to enable or disable contactless,

depending on the current state, press enter to confirm this change.

•Press the cancel key to return to the home screen

•Perform a log-on by pressing the F4 key

12. Rebooting your EFTPOS terminal

To reboot your terminal simply hold the “Clear” and “Func.” keys together for

2-3 seconds. The terminal will perform a reboot. Alternatively disconnect the

power cable for 5 seconds, then reconnect.

13. Useful resources

EOV (Offline transactions): Merchants that are approved for EOV from their

bank’s merchant services team have the ability to store transactions in the

terminal when there is a connectivity issue, such as an Internet outage. When

performing an offline transaction please take extreme care, it is important to

obtain and check the cardholder’s signature as this is verifying the card’s

validity without a PIN. Store each offline receipt in a safe place, if there is any

issue during the uploading of offline transactions the receipt will contain

required card and cardholder information for processing at a later stage.

Detailed reports: Further transactional information and reporting is available

from Worldline. Insights, a free Worldline offering allows self-service online

access to transactional information from your computer, for more information

please contact Worldline directly on 0800 729 627 quoting “Insights”.

Common faults:

Transmission error: This error usually occurs when the terminal has been

unable to communicate with Worldline. In most cases this can be narrowed

down to a network related issue, checking Internet connectivity and cabling is

advised.

Declined (declined): The card’s issuing bank has declined the transaction, the

most common cause is insufficient funds.

Account error: The cardholder has selected the incorrect account for the card.

Incorrect PIN: The cardholder has entered an incorrect PIN for the card.

Invalid transaction: The merchant facility does not support the type of

transaction or card being used. Commonly this occurs if a credit card is used

when this is not accepted by the merchant facility.

Response error: Terminal has been disconnected by Worldline, this is

commonly a billing issue between the merchant and Worldline. Contact

Wordline support on 0800 729 627.

Phone help desk: Please contact tech support on 0800 180 181.

Alert irruption/unauthorised: The terminal’s anti-tampering system has been

activated, this system is in place to prevent fraud. Please contact technical

support on 0800 180181.

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