Moneris Smartselect Manual de usuario

SmartSELECT

MERCHANT OPERATING MANUAL

Software Version: 3.11

Document Date: June 24, 2005

Document Version: 2.0

transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or

otherwise, without the prior written permission of Moneris Solutions.

SmartSELECT Merchant Operating Manual V2.0 i

Table of Contents

Chapter 1: Introduction 1

Using This Manual 1

Overview 1

Merchant and Terminal Information 2

Contacting Moneris Solutions 2

Terminal Supplies 3

Additional Documentation 3

Chapter 2: About the SmartSELECT 5

The Terminal 5

The Touch Screen 5

The Printer 11

The Magnetic Stripe Reader 11

The Speaker 12

The Connection Ports 12

The Cables 12

The Power Cable 12

The Communication Cable 12

The PINPad to Terminal Cable 13

The PINPad 13

Care of the Components 13

Chapter 3: Features & Procedures 15

Standard Features 15

Menu driven interface 15

On-line Help System 15

POS Administrative Card 15

On-screen Calculator 16

Time and Date Display 16

Stored Transactions 16

Training Mode 16

Bilingual Displays and Receipts 16

Card Number Masking 17

Standard Procedures 17

Terminal Security 17

Disputed Debit Transactions 17

Code 10 Authorization 17

PAN Fraud Check 18

Table of Contents

ii SmartSELECT Merchant Operating Manual V2.0

Shortcuts 18

Terminal Display Language 18

PINPad Display Language 19

Pre-Authorization and Advice Transactions 19

Cancelling a Transaction 19

Optional Features 19

Invoice Number Prompt 19

Clerk ID Prompt 20

Tip Entry on PINPad 20

Tip Line on Credit Card Receipts 20

Personalized Message on Receipts 20

Pre-Authorization as Default Transaction 20

Third Party Credit Transactions 20

Private Label Cards 20

Cheque Authorization 21

Purchasing Cards 21

Gift Cards 21

Loyalty Programs 21

Clerk Subtotalling 21

Terminal ID 22

Balanced Prompt 22

Optional Procedures 22

Group Clerk Subtotals Reporting 22

Multi-Terminal Reporting 22

End-of-Day Shortcut 22

Chapter 4: Configuring Your Terminal 23

Powering Up the SmartSELECT 23

Configuration Shortcut 24

Following the Configuration Shortcut 24

Restarting the Shortcut 26

Exiting the Shortcut 26

Intro Shortcut 27

The Terminal Configuration Menu 28

General Parameters 29

Receipt Format 29

Additional SmartSELECT Prompts 30

Other Configuration Parameters 31

Screen Control 31

Printer Control 32

Communications Parameters 32

Communications Type 32

Dial Communications Parameters 33

SmartSELECT Merchant Operating Manual V2.0 iii

Table of Contents

3201 Direct Communications Parameters 35

LAN Communication Parameters 35

Configure Terminal as LAN master station 35

Configure Terminal as LAN slave 36

Printing Configuration Parameters 36

Remote Code Download 37

Restoring Factory Defaults 37

Chapter 5: Training Mode 39

Enter Training Mode 39

Exit Training Mode 40

Transactions Available in Training Mode 40

Chapter 6: Administrative Transactions 41

Initializing the SmartSELECT Terminal 41

Terminal Initialization (First Initialization) 41

Terminal Re-initialization 42

Logon 43

Balancing & Settling Your Account 43

Close Batch 43

Multi-Terminal Report and Close 46

End of Day Shortcut 46

Logoff 47

Chapter 7: Reporting Transactions 49

Reprinting a Receipt 49

Transaction Inquiry 49

Merchant Subtotals Inquiry 52

Deposit Totals Inquiry 53

Print Stored Transactions 53

Cancel Report Printing 54

Chapter 8: Debit Financial Transactions 55

Debit Purchase 56

Debit Refund 57

Debit Purchase Void 58

Debit Refund Void 59

‘Enter Purchase Amount’ Idle Screen Instructions 60

Cancelling a Debit Transaction 61

Table of Contents

iv SmartSELECT Merchant Operating Manual V2.0

Chapter 9: Credit Financial Transactions 63

Credit Purchase 64

Refund 65

Purchase Void 66

Refund Void 67

Pre-Authorization 68

Advice 69

Advice by Sequence Number 69

Advice by Card Number 70

To remove a Pre-Authorization Transaction 71

‘Enter Purchase Amount’ Idle Screen Instructions 72

Completing a Paper Sales Draft 73

Chapter 10: SmartSELECT Help System 75

Context-Sensitive Help 75

SmartSELECT Help Topics 75

On-line Help Index 76

On-line Help Search 76

Chapter 11: On-Screen Calculator 77

Accessing the Calculator 77

Transferring a Calculator Value 78

Clearing the Calculator 78

Appendix A: Clerk Subtotalling 79

Clerk Subtotalling Configuration 79

Configure Clerk Subtotalling 80

Clerk ID Maintenance 81

Set Default Clerk ID 83

Reporting - Clerk Subtotals Inquiry 84

Subtotals Report for One Clerk 84

Subtotals Report for Multiple Clerks 85

Appendix B: Multi-Terminal Reporting 87

Configuration 87

Multiple Terminal Setup 87

Multi-Terminal Report and Close 89

End of Day Shortcut with Multiple Terminals 90

SmartSELECT Merchant Operating Manual V2.0 v

Table of Contents

Appendix C: Tip Entry on PINPad Transactions 93

Configuration 94

Debit Transactions with Tip Entry 95

Debit Purchase with Tip Entry 95

Debit Refund with Tip Entry 96

Debit Purchase Void with Tip Entry 97

Debit Refund Void with Tip Entry 98

Credit Card Transactions with Tip Entry 99

Credit Purchase with Tip Entry 99

Other Credit Transactions with Tip Entry Enabled 100

Appendix D: Purchasing Card Transactions 101

Configuration 102

Purchase 103

Other Financial Transactions 103

‘Enter Purchase Amount’ Idle Screen Instructions 104

Appendix E: Private Label Transactions 105

Configuration 106

Third Party Host 106

Third Party Card 108

Financial Transactions 111

Private Label Card Purchase 111

Private Label Card Refund 112

Other Financial Transactions with Private Label Cards 113

Credit Application 114

Error Messages on Credit Application Receipt 115

Payment 116

Payment Void 117

Appendix F: Cheque Authorization 119

Configuration 119

Enabling Cheque Authorization 119

Disabling Cheque Authorization 120

Driver’s License Authorization Method 121

Credit Card Authorization Method 122

Appendix G: ValueLink Gift Card Program 123

ValueLink Screen Format 124

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vi SmartSELECT Merchant Operating Manual V2.0

Terminal Configuration for ValueLink 124

Enabling ValueLink on the Terminal 124

Changing Terminal Configuration for ValueLink 125

Disabling ValueLink on the Terminal 125

ValueLink Gift Card Financial Transactions 126

ValueLink Gift Card Activation 126

Activation Void 127

ValueLink Gift Card Redemption 128

ValueLink Gift Card Redemption - Balance Owing 128

ValueLink Gift Card Redemption Void 130

ValueLink Gift Card Refund 130

ValueLink Gift Card Refund Void 131

ValueLink Gift Card Balance Transfer 132

ValueLink Gift Card Balance Inquiry 133

ValueLink Gift Card Cash Out 133

ValueLink Gift Card Receipts 134

ValueLink Gift Card Receipt Language 134

ValueLink Gift Card Admin Transactions 135

Print ValueLink Gift Card Transactions 135

ValueLink Gift Card Transaction Inquiry 136

Appendix H: ERNEX Electronic Marketing Programs 137

Ernex Screen Format 138

Ernex Configuration 138

Terminal Configuration for ERNEX 138

ERNEX Host Configuration 139

Clerk IDs with ERNEX 140

Ernex E-Gift Transactions 140

ERNEX E-Gift Card Activation 140

ERNEX E-Gift Card Purchase 141

ERNEX E-Gift Card Void 141

Financial transactions with Ernex Loyalty Transactions 142

ERNEX Loyalty Card Activation 142

Purchase with ERNEX Loyalty 142

Purchase Void with ERNEX Loyalty 142

Refund with ERNEX Loyalty 143

Refund Void with ERNEX Loyalty 144

Pre-Authorization with ERNEX Loyalty 144

Advice 145

ERNEX Loyalty Card Void 145

ERNEX Loyalty Redemption 145

ERNEX Administrative Transactions 146

ERNEX Card Deactivation 146

ERNEX Card Balance Inquiry 146

SmartSELECT Merchant Operating Manual V2.0 vii

Table of Contents

Print Stored ERNEX Transactions 146

ERNEX End-of-Day Close 147

Appendix I: AIR MILES Reward Program 149

AIR MILES Configuration 150

Overview of Calculation of Points 150

Calculator and Factor Values 150

Incentive Value and Dates 153

Sale Item Values 153

Order of Calculations 154

Calculation Table 154

Test Val u e Tab l e s 155

Configuring AIR MILES Rewards 156

Changing Reward Program Configurations 159

AIR MILES Financial Transactions 160

Reward Purchase 160

Reward Refund 161

AIR MILES Receipts 162

AIR MILES Receipt Language 162

AIR MILES Admin Transactions 163

Reward Daily Totals Report 163

Reward Transaction Report 163

Reward SAF Transaction Report 164

Deleting Reward SAF Transactions 164

Completing Rewards Transactions 165

Appendix J: Error Messages & Troubleshooting 167

Initialization Error Messages 167

Communications Error Messages 169

3201 LAN Communications Error Messages 170

Printer Error Messages 171

Financial Transaction Error Messages 171

PINPad Error Messages 175

Administrative Transaction Error Messages 176

ERNEX Error Messages 177

Appendix K: Transelect Code Equivalents 179

INDEX 181

Table of Contents

viii SmartSELECT Merchant Operating Manual V2.0

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