Ingenico Tetra Move/5000 User manual

User Guide
for Ingenico MOVE/5000 terminal
First Data
Mobile integrated EFTPOS terminal

Contents
Get to know your terminal
05
Introduction 06
Terminal location and PIN privacy 06
Terminal ownership 06
Your terminal layout 07
Using the keypad 08
Basic functions 09
Integration with your Point of Sale (POS) 10
Transaction processing options 11
Loading receipt paper 12
Communication setup
14
Broadband internet (Ethernet setup) 16
Broadband internet (Wi-Fi setup) 17
Bluetooth setup (pair base to terminal) 19
Switching communication options 21
Communication status 22
What are you
looking for?
2

Operating your EFTPOS terminal
25
How to complete a sale 26
Cash out transaction 27
Cash out transaction with purchase 27
Cash out only transaction 29
Tipping 31
How to process a refund 33
Void last transaction 35
Pre-Authorisation processing 37
Part one: Pre-authorisation 37
Part two: Completion 37
Processing a pre-authorisation transaction 38
Processing a pre-authorisation completion 40
Surcharge 42
Enabling/disabling surcharge 42
Surcharge (card acceptance setup) 44
Mail Order Telephone Order (MOTO) 46
Dynamic Currency Conversion (DCC) 49
How to print last receipt 52
Reprint specic transaction record (invoice) 53
Settlement 54
Manual settlement 54
Print settlement totals (pre-settlement) 55
Print settlement totals (last settlement) 56
View Batch details on the screen 57
Batch totals 58
Transaction list 58
How to enable transaction list 59
How to print the transaction list 60
Ofine transaction processing 61
Card rules 61
Electronic fallback 61
Change merchant password 62
Additional terminal functions 64
Contents
Where to get help
65
3

4
Get to know your terminal
01

5
Get to know your terminal
Get to know
your terminal

6
Get to know your terminal
Your First Data EFTPOS terminal allows you to accept credit, debit and charge card transactions
electronically as a means of payment. Customers can access their cheque, savings or credit accounts for
purchases and refunds. Customers can also request cash out from cheque and savings accounts.
The physical location of an EFTPOS terminal is
important in protecting a customer’s PIN privacy.
When your new terminal is installed or relocated
within the premises, you must take care to ensure:
> the EFTPOS terminal is in a position that allows
the customer to enter their PIN so it cannot be
observed by employees or other customers
> the EFTPOS PIN pad has an adequate length
of terminal connection cord to allow customers
to enter their PIN privately
> if in a xed position, the EFTPOS PIN pad has not
been placed at an angle or height that prevents
customers from shielding their PIN entry
> the placement of mirrors and other reective
materials do not allow the customer’s PIN entry
to be observed through reection
> security cameras can’t make a visual record
of a customer’s PIN entry.
You should communicate these guidelines to any
staff members that process EFTPOS transactions
using the First Data terminal. It is also important to
remind staff members that customers should never
be asked to disclose a PIN.
Terminal location and PIN privacy
Get to know your terminal
Introduction
All physical equipment provided to the merchant by First Data remains the property of First Data. This can
include but is not limited to EFTPOS terminals, PIN pads, power packs, phone line cables and any additional
hardware provided at the time of installation.
Terminal ownership

7
Get to know your terminal
Your terminal layout
Integrated Contactless Reader
Receipt Printer
Magnetic Stripe Reader
Menu
Cancel
Clear
Enter
Chip Reader
Your First Data mobile integrated EFTPOS terminal is supplied with:
> Power pack
> Contactless card reader
> 3G modem
> Docking/Base station
7
Get to know your terminal

8
Get to know your terminal
Using the keypad
The grey Menu key on the keypad accesses difference application menus
The red Cancel key on the keypad cancels the procedure in process
The yellow Clear key on the keypad cancels the last character
The green Enter key on the keypad validates input and powers on the terminal
The Function button on the keypad is used to perform advanced functions
on the terminal
F2 F2 on the touchscreen scrolls down menu options
F3 F3 on the touchscreen scrolls up menu options

9
Get to know your terminal
Basic functions
Power on Press the green Enter key on the keypad
Power off Remove the terminal from its base and any power source.
Press and hold the Func and yellow Clear keys together
Cancel an action Press the red Cancel button on the keypad
Idle state The terminal will return to the Home screen if there is no activity for 60 seconds

10
Get to know your terminal
The First Data EFTPOS terminal can integrate with
your Point of Sale (POS) to process credit, debit
and charge card transactions. When the card
payment option is selected, the POS integration
software provided by PC-EFTPOS, interacts with
the First Data EFTPOS terminal to process the
transaction. The outcome of the transaction is then
automatically updated in your POS solution, making
it easy for you to reconcile the payments and
shorten payment processing time.
First Data EFTPOS terminals are designed to work
with your PC-EFTPOS-certied POS system. The
POS system sends the total amount to the First Data
EFTPOS terminal to nalise the payment.
For all transaction types, the merchant initiates the
transaction on the POS system and follows the
system prompts displayed on the POS screen. The
customer follows the prompts displayed on the
terminal to process the payment.
Your First Data EFTPOS terminal and base are paired
via Bluetooth. This enables the terminal to continue
to operate normally when it is separated from the
base. Integrated mode also automatically switches
to 3G if connection is lost.
You can also choose to have all transaction receipts
printed directly from your POS system or have the
terminal print the transaction receipt.
Integration with your Point of Sale (POS)

11
Get to know your terminal
The First Data EFTPOS terminal has a chip card reader, a magnetic stripe reader and an integrated contactless
reader for processing transactions.
Transaction processing options
Chip Card Reader
All chip cards must be inserted into the chip card reader located
in front of the terminal below the keyboard.
> Insert the credit card into the card reader with the gold
contact pad facing upward.
> Leave the chip card in the reader until the transaction is
completed.
> Remove the card when prompted by the terminal.
> The terminal screen prompts will guide you through the
transaction process.
Chip Card Reader
The contactless reader is located on top of the receipt roll around
the display.
> If the card is capable of performing a contactless transaction,
place the card over the contactless reader.
> When the terminal is powered on, the rst LED will blink on
and off while the terminal is in Idle/Ready state.
> All 4 status LEDs will be illuminated from the time the card
reader is activated until completion of the contactless
transaction.
Magnetic Stripe Reader
The magnetic stripe card reader is located on the right hand side
of the terminal.
If the card does not have a chip or contactless capability, you can
process transactions by swiping the magnetic stripe through the
terminal. The magnetic stripe should face down and against the
side of the terminal.

12
Get to know your terminal
IMPORTANT
Always store thermal paper for your terminal in a dry, dark area.
Handle thermal paper carefully. Impact, friction, temperature, humidity and oils can affect the
colour and storage characteristics of the paper.
Never load a roll of paper that has folds, wrinkles, tears or holes at the edges of the print area.
Please call our Stationary Partner Milmar on 1300 664 660 for all stationery orders.
Loading receipt paper
Open the printer cover by gently pulling the printer
cover’s latch, then lift the cover away from the printer.
Load a roll of thermal paper into the printer.
Pull the paper up to the top of the terminal.
Maintain the paper and close the cover.
Press simultaneously on both upper corners of the paper
compartment until it clips into position.
Use the serrated bar to tear off any excess paper.
Pull cover open
Correct paper position
Lift latch up

13
Get to know your terminal
02

14
Get to know your terminal
Communication
setup

15
Communication setup
Terminal communication conguration will be completed during the install process. All communication
options are available on new terminals and it is possible to switch communication congurations.
If required, please contact the Merchant helpdesk on 1800 243 444 if you need assistance.
The First Data EFTPOS terminal has the following communication options available:
> Broadband internet (Ethernet setup)
> Broadband internet (Wi-Fi setup)
> Mobile 3G
> Integrated — PC EFTPOS (USB and Rs232 connectivity with 3G backup)
> Bluetooth (pair base to terminal)
Communication setup

16
Communication setup
Step 04 Step 05
Press 4 to select
Host Comms
Select ETH to switch the
communications option
to Ethernet
Broadband internet (Ethernet setup)
Please ensure you have Broadband Internet available at your merchant site and have a First Data supplied
Ethernet cable. Please contact your Internet service provider to help set up Broadband Internet if not
available. Please ensure the terminal and base have been paired for Bluetooth (refer section Bluetooth
Setup (pair base to terminal) page 19).
Step 01 Step 02 Step 03
Press the Menu key Press 4 to select TerminalPlug the Ethernet cable
into the back of the base

17
Communication setup
Step 04 Step 05 Step 06
Press 3 to select
Manager Menu
Enter terminal password
and press Enter
Tap Control panel
Broadband internet (Wi-Fi setup)
Please ensure you have access to a Wi-Fi network. Please contact your Internet service provider to help
set up if not available. Please ensure the terminal and base have been paired for Bluetooth (refer section
Bluetooth Setup (pair base to terminal) page 19).
Step 02Step 01 Step 03
Press 4 to select TerminalPress the Menu key Press 3 to select Others

18
Communication setup
Step 10 Step 11 Step 12
Step 13
Tap Scan networks to nd
available hotspots
Select the required
network
Use the keypad to enter
the password for the
selected Wi-Fi hotspot,
then tap the green button
to Enter
When the password is entered
correctly the message New
Prole displays. The Wi-Fi
symbol in the status header of
the terminal displays green.
Step 08Step 07 Step 09
Tap Communication meansTap Terminal settings Tap Wi-Fi

19
Communication setup
Step 04 Step 05 Step 06
Press 3 to select
Manager Menu
Enter terminal password
and press Enter
Tap Control panel
Bluetooth setup (pair base to terminal)
Step 02Step 01 Step 03
Press 4 to select TerminalPress the Menu key Press 3 to select Others
Note: Your password will be set up at the time of terminal install. If you’re unsure of your password please
contact the Merchant Helpdesk on 1800 243 444.

20
Communication setup
Step 10 Step 11 Step 12
Tap Association Tap New base A message displays on the
terminal to warn that the
terminal will reboot
Step 08Step 07 Step 09
Tap BluetoothTap Communication means Tap Base
Step 13
The idle screen redisplays
with the Bluetooth symbol
in the status header of
the terminal