St George EFTPOS 1i Manual de usuario

EFTPOS 1i

Terminal

User Guide

Learn how to use your new terminal

with this easy-to-follow guide.

Get in touch

• Merchant Help Desk

Service, Sales and Support

Terminal Difficulties

Stationery Orders

1300 650 977

(24 hours a day, 7 days a week.)

• PCEFTPOS Support

PCEFTPOS provides the software that allows communication between your

terminal and your point of sale software.

www.pceftpos.com

02 9998 9800

Monday to Friday: 830am – 1000pm (Sydney time)

Saturday: 1000am – 500pm (Sydney time)

Sunday : 1000am – 300pm (Sydney time)

Please have your merchant and terminal numbers ready.

Being aware of error messages you are experiencing will come in handy to ensure

your issues are resolved.

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

iii

Contents

1.0 Introducing the EFTPOS 1i Terminal ��1

What this guide will cover ...............................................................................1

A brief overview of what your terminal can do...............................................1

11 Merchant responsibility for equipment and materials provided..........................1

12 Cancellation of facility............................................................................................2

13 Damaged, lost or stolen equipment.......................................................................2

14 Merchant receipts...................................................................................................2

15 EFTPOS stationery.................................................................................................2

Ordering stationery online ..............................................................................2

Ordering stationery by phone .........................................................................2

2.0 Setup and configuration��3

21 Using the Touch Screen..........................................................................................3

22 Using the Keypad....................................................................................................3

23 Powering up.............................................................................................................4

Connecting base station to power .................................................................4

Manual Start-up...............................................................................................4

Manual Shutdown............................................................................................4

24 Loading paper..........................................................................................................4

25 Getting started .......................................................................................................4

Communication type .......................................................................................5

26 Terminal setup and configuration...........................................................................5

27 Terminal pairing with base (Bluetooth)...................................................................5

28 Terminal configuration ............................................................................................6

3.0 Procedures��7

31 Conducting Contactless transactions...................................................................7

32 Inserting a Chip Card..............................................................................................7

33 Swiping a Magnetic Stripe Card............................................................................7

34 CCV Security Codes ...............................................................................................8

What is CCV?...................................................................................................8

Where can I find the CCV Security Code? .....................................................8

Should I save CCV Security Codes? ..............................................................8

4.0 Everyday Functions ��9

41 Purchase/Sale .........................................................................................................9

How to process a Purchase transaction ........................................................9

How to process a Purchase with Cash-Out transaction............................ 11

42 Cash Out............................................................................................................... 13

How to process a Cash Out only transaction ............................................. 13

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

43 Refund................................................................................................................... 15

How to process a Refund transaction......................................................... 15

44 Void a transaction ................................................................................................ 17

How to Void a transaction ............................................................................ 17

45 Tip Adjustment..................................................................................................... 18

How to process a Tip Adjustment................................................................ 18

46 How to process a Mail/Telephone Order/e-Commerce transaction ................. 20

47 How to process a Pre-Authorisation................................................................... 22

48 How to process a Completion ............................................................................. 24

Using the ROC number................................................................................. 24

Using the Authorisation number.................................................................. 26

5.0 End of Day Functions ��28

51 Settlement............................................................................................................ 28

To enable an Automatic Settlement: ........................................................... 28

To process a Manual Settlement: ................................................................ 28

52 How to print a Pre-Settlement report................................................................. 29

53 How to reprint Last Settlement .......................................................................... 29

6.0 Standalone-Lite Mode��30

Switching between Standalone-Lite Mode and Integrated Mode ............ 30

61 Terminal Logon using Standalone-Lite Mode..................................................... 30

62 Purchase using Standalone-Lite Mode .............................................................. 31

63 Standalone-Lite Cash Out flow........................................................................... 33

64 Standalone-Lite Refund flow............................................................................... 34

65 Standalone-Lite Settlement flow........................................................................ 36

66 Standalone-Lite Pre-Settlement Report ............................................................ 37

67 Standalone-Lite Last Settlement Report........................................................... 37

68 Standalone-Lite Duplicate/Reprint Receipt flow............................................... 38

69 Standalone-Lite Shift Totals flow........................................................................ 38

7.0 Glossary��39

8.0 Trouble-shooting�� 40

81 Hardware Faults................................................................................................... 40

82 Response Codes .................................................................................................. 41

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

1.0 Introducing the EFTPOS 1i Terminal

What this guide will cover

This user guide will tell you all you need to know about the EFTPOS 1i terminal. As you read

you’ll become familiar with the terminal and feel comfortable operating it using this as a

guide. This guide will cover all transaction types as well as additional processes to ensure a

smooth transition to your new terminal.

A brief overview of what your terminal can do

Your new terminal enables online transactions to be processed for Debit Cards

(Savings and Cheque accounts), Credit Cards (Visa®and Mastercard®) and Charge Cards

(American Express®, Diners Club and JCB).

Your EFTPOS 1i terminal can process:

• Purchases

• Purchases with Cash Out for Debit Cards

• Refunds

• Voids

• Mail Order/Telephone Order transactions (MOTO) and eCommerce

Cash Out transactions for Debit Cards

• Pre-Authorisation and Completion transactions (approved merchants only)

• Purchase with Tips

• Tip Addition

* American Express® is a registered trademark of American Express Company.* Mastercard®is a registered trademark of

Mastercard International Incorporated.* Visa® is a registered trademark of Visa Worldwide Pte Limited.

1.1 Merchant responsibility for equipment and materials provided

Any hardware or equipment and any unused stationery and promotional materials supplied

by the Bank, remain the property of the Bank.

Additionally:

• You must not sell, assign or in any way encumber them.

• You cannot give them to a third party or give access to a third party.

• You must ensure that the terminals are covered by your business or contents insurance.

It’s also important to note that your terminal must not be relocated without prior

authorisation.

It must be located where customers can use the pinpad without the risk of other people

seeing them key in their PIN.

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

1.2 Cancellation of facility

If your merchant facility is cancelled for any reason, the equipment and materials must

be returned to us. To make arrangements for return call the Merchant Help Desk on

1300650977. You must ensure that all equipment and materials are available to be

returned within five business days of our request.

Fees and charges will continue to be incurred until the equipment is returned to the bank

asinstructed.

1.3 Damaged, lost or stolen equipment

You are responsible for your equipment. If equipment is damaged, lost or stolen, you will be

charged for its replacement.

1.4 Merchant receipts

It’s vital that you retain all merchant receipts printed, in a secure manner for reconciliation

and in case of terminal failure.

You must provide the customer with a receipt unless he or she requests otherwise.

1.5 EFTPOS stationery

Stationery can be ordered by the phone or online on the internet.

Please place your orders before running your stocks too low. Orders will be delivered to you

within five business days.

Ordering stationery online

Log on to http://www.stgeorge.com.au/business/payment-solutions/eftpos-solutions to

order stationery online. Select stationery ordering system, which will direct you to the

stationery order page on the St.George website and enter the followingdetails:

• Merchant Number (MID)

• Trading Address Postcode then:

– Select your stationery items and quantities and follow the prompts.

Ordering stationery by phone

Call the Merchant Help Desk on 1300 650 977 (available 24/7). Follow the prompts and

use your phone keypad to enter the following details:

• Select your stationery items and quantities then:

– Merchant Number (MID)

– Trading Address Postcode

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

2.0 Setup and configuration

2.1 Using the Touch Screen

The EFTPOS 1i terminal has a colour touch screen. To navigate using the touch screen,

follow the prompts and press the option on the screen to make a selection.

2.2 Using the Keypad

Key Title Symbol Key Purpose

Enter This button on the terminal keypad is used to accept data entry or

proceed with a function and is the same as using the SELECT or

OK buttons displayed on the touch screen. This button is also used

to power on the terminal when held down for 10 seconds.

Clear/

Back

This button on the terminal keypad is used for clearing entered

data or moving back to the previous screen and is the same as

using the CLEAR or BACK buttons displayed on the touch screen.

Cancel This button on the terminal keypad is used to cancel the current

function and return to the home screen and is the same as using

the CANCEL or NO buttons displayed on the touch screen. This

button is also used to power off the terminal when held down for

10 seconds.

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

2.3 Powering up

Connecting base station to power

1. Insert the power cable into the power port on

the terminal base.

2. Plug the AC power cord into a wall outlet or a

power surge.

3. Place terminal on charger to begin charging

the terminal.

Manual Start-up

Hold the green (Enter) key down for about 10 seconds until terminal displays the

start-upscreen.

Manual Shutdown

Hold the red (Cancel) key down for about 10 seconds until the terminal displays the

shutdown verification screen. Keep holding the red key until the terminal shuts down.

(Must be unplugged from power supply before attempting manual shut down)

2.4 Loading paper

1. On top of your terminal, lift and open the black paper compartment latch.

2. Position the paper roll with the end of the roll protruding from underneath the roll towards

the terminal screen.

3. Pull paper out slightly and close the cover.

2.5 Getting started

Your EFTPOS 1i terminal arrives as a complete unit. Included in your delivery is:

• quick reference guide

• terminal

• terminal base

• paper rolls

• power supply

• cables (RS232 serial, USB and dial cables).

For any PC-EFTPOS software queries, please contact the PC-EFTPOS Help Desk on

029998 9800.

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

Communication type

The terminal supports PC-EFTPOS IP Gateway via the POS.

In the event that your main communication method is down, the terminal will automatically

failover to 3G/GPRS backup communications.

2.6 Terminal setup and configuration

To begin setting up your new EFTPOS 1i terminal:

1. Ensure the terminal base is connected to power.

2. Ensure the terminal base is connected to your Point of Sale (POS) via a supported

communications method.

3. Ensure the terminal is fully charged, or is sitting on the terminal base for power.

4. Ensure that your POS software is running on your Point of Sale. Please contact your Point

of Sale provider or refer to your POS Guide if further information is required.

5. Hold down the green “Enter” key found at bottom right corner of the terminal keypad, until

an audible beep is heard and/or the terminal screen powers on.

6. Follow the instructions for Bluetooth pairing below.

Your terminal should display “Ready” on-screen, at which point you can begin transacting via

your POS software.

2.7 Terminal pairing with base (Bluetooth)

Your terminal uses Bluetooth communications between the Keypad and the Base, with

security measures in place for all communications.

If the base does not display a solid blue light (indicating that it is currently paired with the

terminal), follow these instructions to pair the terminal with the base:

• Press the button on the front of the base and wait for the blue light to begin blinking.

• On the Keypad, select the correct base by identifying the 9-digit serial number printed on

the underside of the base.

• Wait for the pairing to complete, which will be indicated by a solid blue light displayed on

the base.

The terminal will display the following message if Bluetooth pairing has not occurred or is

unsuccessful:

TERMINAL SCREEN

READY

NOT PAIRED

Common issues in the initial pairing process include power and communications issues

which are often resolved by checking the connections between device and power outlets.

Please contact the Merchant Helpdesk for further assistance.

ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE

2.8 Terminal configuration

Once the EFTPOS 1i terminal is connected, the Merchant ID and Terminal ID will need to be

entered into the PC-EFTPOS EFT Client.

This is done via the Control Panel Your POS Vendor or PC EFTPOS support desk may be able

to assist you if required.

You can use the function on the keypad from the terminal idle screen to configure the

primary communications method. To do this, press the # key at the idle screen and enter

998 to proceed to communications selection.

The following configuration options will be displayed:

1. Bluetooth Base: View the details of the connected Bluetooth base hardware, and press

“1” to unpair from the base so that your terminal can be paired with another base.

2. Bluetooth Base Version: View the firmware version of the connected Bluetooth base,

and press “2” to update the base firmware if required.

3. POS Details: View details on the POS interface methodology (such as RS232).

4. SIM: Press “4” to verify the SIM details (if installed).

5. PSTN Details: Press “5” to verify the PSTN phone number (if in use).

6. Power off timer: Press “6” to configure the power-off timer duration.

7. (not in use).

8. Internal Modem: Press “8” to configure which communications method should be used

to communicate with the bank in the event that POS Communications are down. The

available options are GPRS, PSTN, and None.

Note that these communications method configurations are for the handset communicating

directly with the host (via GPRS or PSTN) in the event that the POS-to-Bank link is down.

The host communications (GPRS or PSTN) will only be used in the event that the POS

communications to the bank are (and/or the terminal is in standalone lite mode), and this

process should be seamless during a transaction.

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