Moneris Transelect v2000 Bedienungsanleitung

TRANSELECT (V2000)

MERCHANT OPERATING MANUAL

For Terminal Software Version 7.52

Document Release Date: July 27, 2007

Document Version:1.1

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

otherwise, without the prior written permission of Moneris Solutions.

Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1 i

Table of Contents

CHAPTER 1: About Your Terminal 1

Equipment Care 2

Terminal Key Board 2

PINPad Key Functions 3

CHAPTER 2: Terminal Features and Procedures 5

Standard Features 5

POS Administrative (Admin) Card 5

Cardholder Conflicts 5

Code 10 Authorization 5

Credit Transaction Pre-Authorization 6

Printer Problems 6

Securing Your Terminal 7

Stored Credit and Debit Transactions 7

Training Mode 7

Card Masking 7

Optional Features 8

Balance Prompt 8

Invoice Number 8

Optional Signature Line On Credit Card Transactions 8

Purchasing Card 9

Reprint Transaction 9

Third Party Card Processing 9

Tip Processing 9

Clerk Subtotalling 9

Clerk ID 10

Clerk Subtotals Reported As Group 10

Multiple Terminal Reporting 11

Terminal Name 11

Multiple Terminal Reporting In Group 11

CHAPTER 3: Processing Credit Transactions 13

Entering Credit Card Information 13

Processing Credit Card Purchase Transactions 14

Processing Credit Card Purchase Transactions (Back Up Procedure) 15

Correcting/Voiding Credit Card Purchase 16

Processing Credit Card Refund 17

Correcting/Voiding Credit Card Refund 19

Table of Contents

ii Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1

Processing Pre-Authorized Credit Transaction 20

Completing A Pre-Authorized Credit Transaction 21

Processing Credit Card Advice Transaction 22

CHAPTER 4: Processing Debit Transactions 23

Entering Debit Card Information 23

Processing Debit Card Purchases 23

Processing Debit Purchase (without Tip Entry) 24

Processing Debit Purchase with Tip Entry 25

Correcting/Voiding Debit Card Purchase 26

Processing Debit Card Refund 27

Correcting/Voiding Debit Card Refund 29

CHAPTER 5: Processing E-commerce And Mail / Telephone Order

Transactions 31

Processing Transactions with E-Commerce and MOTO Enabled 32

E-commerce Purchase 32

MOTO Purchase 33

Processing Transactions with Only E-Commerce Enabled 34

Processing Transactions with Only MOTO Enabled 35

CHAPTER 6: Processing ERNEX Transactions 37

Ernex Features 37

Clerk IDs 37

Gift Card Validation Code (CVC) 37

Stored Transactions 37

Card Masking 38

ERNEX Admin Functions 38

Balancing and Closing Your Terminal with Ernex 38

Initializing with ERNEX 38

Re-initialization with ERNEX 39

Host Communication Test with ERNEX (ADMIN 58) 40

Performing ERNEX Gift Card Transactions 41

Gift Card Activation 41

Gift Card Activation with CASH PAYMENT 41

Gift Card Activation with DEBIT, CREDIT or GIFT CARD PAYMENT 42

Gift Card Purchase Transactions 43

Split Tender Purchase with Gift Card 44

Split Tender Purchase - Gift Card with Second Gift Card Payment 45

Split Tender Purchase - Gift Card with CASH Payment 46

Gift Card Inquiry (ADMIN 55) 46

Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1 iii

Table of Contents

Deactivating a Gift Card (ADMIN 51) 47

Gift Card General Void (ADMIN 56) 48

Performing Ernex Loyalty Card and Combination Card Transactions 48

Loyalty Card Activation (ADMIN 51) 49

Loyalty Purchase Transactions 50

Loyalty Purchase - Combination Card 50

Purchase - Loyalty Card and Debit or Credit Card 51

Purchase - Loyalty Card and Cash

or Loyalty Card ONLY Transaction 51

Pre-Authorization with a Loyalty Transaction 52

Pre-authorization Completion/Advice 53

Refunds with a Loyalty Card 54

Refund - Loyalty Card and ANY Debit or Credit Card 54

Refund - Loyalty Card and Cash OR

Loyalty Card Only 55

Loyalty Redemption (ADMIN 54) 56

Cardholder Inquiry (ADMIN 55) 56

Loyalty Card General Void (ADMIN 56) 57

Deactivating Loyalty Cards (ADMIN 51) 57

End-of-Day Procedures 58

Print Stored Transactions (ADMIN 60) 58

Transaction Inquiry List (ADMIN 66) 59

Merchant Subtotals Inquiry (ADMIN 95) 60

Batch Close (ADMIN 99) 61

CHAPTER 7: Balancing & Closing Your Terminal 63

Deposit Procedures 63

Option 1: Batch Closing 63

Option 2: Non-Batch Closing 64

CHAPTER 8: Processing Administrative Functions 65

Initializing Your Terminal (Initialization - ADMIN 01) 65

Logging On (ADMIN 02) 66

Logging Off (ADMIN 03) 67

Processing Transactions In Training Mode (ADMIN 05) 67

Exiting Training Mode 68

Configuring Your Terminal (ADMIN 08) 68

Some Notes on 3201 Communication 68

Setting Up Third Party Host Communication Parameters (ADMIN 10) 71

Setting Up Third Party Card (ADMIN 11) 73

Setting Up the Printer (ADMIN 14) 74

Setting Up Dial Communications (ADMIN 15) 75

Table of Contents

iv Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1

Printing Configuration Parameters (ADMIN 16) 77

Printing Stored Transactions (ADMIN 60) 77

Performing Transaction Inquiry (ADMIN 66) 79

Performing Credit and Debit Deposit Totals Inquiry (ADMIN 77) 81

Setting Up Multiple Terminal Transaction (ADMIN 80) 81

Processing Multiple Terminal Reporting (ADMIN 85) 82

Setting Up Clerk Subtotalling (ADMIN 83) 83

Maintaining Clerk ID (ADMIN 84) 85

Adding a Clerk ID 85

Removing a Clerk ID 86

Setting Default Clerk ID (ADMIN 81) 86

Processing Clerk Subtotalling Inquiry (ADMIN 82) 87

Processing Credit and Debit Transaction Subtotals (ADMIN 95) 89

Closing Batch Transaction [Close Batch] (ADMIN 99) 90

CHAPTER 9: Troubleshooting 93

Error Messages 93

Helpful Hints On Balancing Problems 96

Batch Not Balanced 96

Clerk Subtotalling And Multiple Terminal Reporting 96

Warning Messages For Clerk Subtotalling And Multiple Terminal

Reporting 96

Helpful Hints On Communication Problems 97

Communication Problem Using A Datapac 3201 Line 97

Quatro Is Not Working 97

Communication Problem Using A Datapac 3101 Dial Line 97

Helpful Hints On Hardware Problems 98

Changing Terminal Language 98

Forwarding Printer Paper 98

Printer Lights Not On 98

Printer Paper-Low Light On 98

PINPad Display Screen Blank 98

Printer Ready Light Flashing 98

Reprint A Transaction 98

Rotary To Touch Tone 98

Touch Tone To Rotary 98

Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1 v

Merchant and Terminal Information

Merchant Name:

Merchant Location:

Moneris Merchant ID Number:

Initialization Telephone Number:

DATAPAC 3201 (Polled) Communication Information:

Moneris Solutions Poll Code:

Third Party Poll Code:

Call the Moneris Merchant Service Centre at

1-866-319-7450 (toll-free long distance)

for Information and Assistance with

• Balancing your terminal

• Problems with your equipment

• Processing financial transactions

• Processing non-financial transactions

• Security features - merchant responsibility or liability concerns

• Settlement processing

• Setting up your terminal

• Ordering terminal supplies

Available 24 Hours a Day, 7 Days a Week

Contact Moneris Authorization at:

1-833-802-2637 (toll-free long distance)

for assistance with:

• Voice authorizations

• Code 10 situations

Merchant and Terminal Information

vi Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1

Terminal Supplies

It is recommended that merchants obtain their POS stationery and paper

rolls from Moneris to ensure that these supplies comply with the applicable

specifications. Contact the Moneris Merchant Service Centre (see above)

to obtain additional supplies for your terminal.

Additional Documentation

To download additional copies of this Merchant Operating Manual, visit-

www. moneris.com/merchant/manuals/index.html and select Transelect.

To download a copy of theTranselect Quick Reference Guide for Debit and

CreditProcedures, visit www.moneris.com/merchant/qrguides and select

Transelect.

Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1 1

CHAPTER 1: About Your Terminal

This section of the manual will introduce you to your terminal. It tells you

about the components of the terminal, how to care for the terminal, the ter-

minal keyboard, and PINPad key functions. The Transelect terminal con-

nects to the POINT OF SALE (POS) payment service provided by

Moneris. Your TRANSELECT includes a terminal, a printer, and a PIN-

Pad (if you process Interac Direct Payment/Debit transactions).

Note: Throughout this document Interac Direct Payment or IDP will be

referred to as “Direct Card Transaction”.

The Terminal can be set-up to accept and process:

• Credit Cards - VISA, MasterCard, American Express (AMEX), JCB,

and Diners Club/enRoute

• Interac Direct Payment/Debit Cards

• Ernex Gift and Loyalty Cards

The Printer connects to the terminal and to a power outlet. The printer pro-

vides:

• Transaction records on two-part paper or one-part, double-copy paper.

IMPORTANT: To maintain compliance with card masking requirements,

the printer must print the receipt at least twice (even if

you use two-part paper). See section 8.8: Setting Up

the Printer (ADMIN 14) for instructions.

• Journal listings of transactions, totals, etc.

Note: Retain an unmasked copy of all approved credit and debit receipts for

one year.

If you accept Debit Cards, a PINPad is required with your Transelect Ter-

minal. The PINPad consists of a display window for prompts and mes-

sages, and a keypad.

Note: Since your customers PIN (the Personal Identification Number) is

required for all Debit transactions and is confidential, it will not

appear on the display on either your PINPad or terminal. Please

respect your customer’s privacy when they key in their PIN.

CHAPTER 1: About Your Terminal

2 Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1

1.1: Equipment Care

IMPORTANT: You must use the exact power adaptor and cable pro-

vided with the terminal by Moneris Solutions. Failure to

do so may affect the operability of, or cause damage to

the terminal and Moneris Solutions shall have no liability

whatsoever for a failure to follow these instructions.

IMPORTANT: Misuse of equipment could result in replacement liability.

• Avoid spilling liquids on components

• Do not expose components to extreme temperatures

• To ensure the warranty on equipment, it is recommended that mer-

chants obtain their POS stationery and paper rolls from Moneris.

• For instructions on changing paper and ribbons, refer to your printer

manual

• For equipment failure, contact Moneris Solutions Merchant Service

Centre

• Avoid unnecessary movement of the terminal to prevent accidental dis-

connection of any of the cables

1.2: Terminal Key Board

KEY EXPLANATION

A, B, C Use these keys to respond to prompts for various

(including Credit and Debit Card) transactions. The

arrows below the keys allow you to scroll up and down

or sideways when additional information is available.

ADMIN Press this key before all administrative functions.

ADVICE To complete a Pre-Authorized or Voice Authorized

Credit transaction.

ALPHABETIC To access an alphabetic character, press the number

key that contains the desired letter and then the SHIFT

(T) key; continue pressing the SHIFT (T) key until the

desired letter displays on the terminal.

CANCEL/EXIT To reset the terminal to the ready state after completing

a transaction, or to cancel a transaction already in

progress.

DELETE To delete the last character keyed on the keyboard.

ENTER Press on completion of input and in response to the

display on the terminal.

NUMERIC KEYS 0-9 To key in a numeric response to a prompt. The decimal

automatically inserts on dollar amount keyed. Example:

$145.27 – key in 14527

PP LANG Press the SHIFT (T) key and then the PP LANG key to

change the language on the PINPad from English to

French or vice versa.

Inhaltsverzeichnis

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