Moneris iWL255 User manual

Moneris iWL255
Long-Range Mobile
OPERATING MANUAL
Software Version 1.21
Documentation Date: August 13, 2012

®Moneris and the Moneris Solutions design are registered trademarks of Moneris Solutions Corporation. All other
marks or registered trademarks are the marks or registered trademarks of their respective owners.
© 2012 Moneris Solutions, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2.
All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical,
including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions.
For informational purposes only. Neither Moneris Solutions Corporation (“Moneris”) nor any of its affiliates shall
be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the
information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective
licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the
results of the use of the information, content and materials contained in this guide in terms of their correctness,
accuracy, reliability or otherwise.
Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA
Merchant Agreement, your Moneris MasterCard Merchant Agreement and/or your Moneris INTERAC Merchant
and Terminal Agreement (collectively, the “Merchant Agreements”), as applicable with Moneris. It is the
merchant’s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to
your Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris
Merchant Operating Manual is available for free download at moneris.com/manuals.

Table of Contents
TABLE OF CONTENTS...................................................................................................I
1INTRODUCTION.......................................................................................................1
1.1 Getting Started.................................................................................................................................................1
1.2 Learning About the Terminal.........................................................................................................................1
1.3 Caring for your Moneris Hardware...............................................................................................................1
1.3.1 Caring for the Terminal .............................................................................................................................2
1.3.2 Caring for the Base....................................................................................................................................2
2FEATURES AND PROCEDURES............................................................................3
2.1 Standard Features ...........................................................................................................................................3
2.1.1 Backlight....................................................................................................................................................3
2.1.2 Card Number Masking...............................................................................................................................3
2.1.3 Communications Status .............................................................................................................................4
2.1.4 The Menu Feature......................................................................................................................................7
2.1.5 Admin Codes...........................................................................................................................................17
2.1.6 Stored Transactions .................................................................................................................................19
2.1.7 Training Mode.........................................................................................................................................19
2.1.8 Stand-by Mode.........................................................................................................................................19
2.2 Optional Features..........................................................................................................................................20
2.2.1 Balanced Prompt......................................................................................................................................21
2.2.2 Cashback..................................................................................................................................................21
2.2.3 Cheque Authorization..............................................................................................................................21
2.2.4 Using a Chip Card ...................................................................................................................................21
2.2.5 Contactless Reader (Internal)...................................................................................................................23
2.2.6 Clerk Subtotalling....................................................................................................................................23
2.2.7 Clerk IDs..................................................................................................................................................23
2.2.8 Corporate Cards.......................................................................................................................................23
2.2.9 Credit-Only Processing............................................................................................................................23
2.2.10 Declined Beep..........................................................................................................................................23
2.2.11 Invoice Number Prompt...........................................................................................................................24
2.2.12 Loyalty/Gift Programs.............................................................................................................................24
2.2.13 MOTO Transactions................................................................................................................................24
2.2.14 Multi-Terminal Reporting........................................................................................................................25
2.2.15 Personalized Message on Receipts ..........................................................................................................25
2.2.16 Pre-Authorization as the Default Transaction..........................................................................................25
2.2.17 Private Label Cards..................................................................................................................................25
2.2.18 The Air Miles Rewards Program.............................................................................................................25
2.2.19 Signatureless Transactions: Credit Cards ................................................................................................26
2.2.20 Terminal Names.......................................................................................................................................28
2.2.21 Tip Entry by Cardholder..........................................................................................................................28
2.2.22 Tip Line on Pre-Authorization Receipts..................................................................................................28
2.2.23 Tip Percentage.........................................................................................................................................28
2.2.24 Tip Reporting...........................................................................................................................................28
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2.3 Standard Procedures.....................................................................................................................................29
2.3.1 Powering On the iWL255 Long-Range Mobile.......................................................................................29
2.3.2 Powering Off the iWL255 Long-Range Mobile......................................................................................30
2.3.3 Charging the Battery................................................................................................................................30
2.3.4 Battery Charging Status...........................................................................................................................31
2.3.5 Battery Charge Level...............................................................................................................................31
2.3.6 Battery Management Tips........................................................................................................................32
2.3.7 Bilingual Displays and Receipts..............................................................................................................32
2.3.8 Changing the Display Language..............................................................................................................32
2.3.9 Taking a Manual Imprint of a Card .........................................................................................................33
2.3.10 Cancelling a Transaction .........................................................................................................................34
2.3.11 Cancelling a Report .................................................................................................................................34
2.3.12 Reprinting a Receipt or Report................................................................................................................34
2.3.13 The Reprint Function...............................................................................................................................35
2.3.14 Disputed Debit Transactions....................................................................................................................35
2.3.15 PAN Fraud Check....................................................................................................................................35
2.3.16 Code 10 Authorization.............................................................................................................................36
2.3.17 Terminal Security ....................................................................................................................................36
2.3.18 POS Admin card......................................................................................................................................36
2.3.19 Entering Alphabetic Characters and Punctuation ....................................................................................38
2.3.20 Entering the Clerk ID...............................................................................................................................38
2.3.21 Entering the Invoice Number...................................................................................................................39
2.3.22 Entering Original Amount and Tip..........................................................................................................39
2.3.23 Deleting a Pre-Auth from the Pre-Authorization Advice List .................................................................39
2.3.24 Entering the Promo Code.........................................................................................................................40
2.3.25 Finding the Original Sequence Number...................................................................................................40
2.3.26 Transaction with MOTO Enabled............................................................................................................40
2.3.27 Enter Reporting Data for Transaction with Purchasing Card ..................................................................40
2.3.28 Cardholder Prompts.................................................................................................................................41
3THE MONERIS IWL255 LONG-RANGE MOBILE HARDWARE ...........................49
3.1 Setting Up the Hardware ..............................................................................................................................49
3.2 The Terminal..................................................................................................................................................50
3.3 Installing the SIM Card ................................................................................................................................50
3.4 The Integrated Printer..................................................................................................................................52
3.5 Wireless Signal Strength Testing (3G).........................................................................................................54
3.6 The Display.....................................................................................................................................................54
3.6.1 The READY Screen ................................................................................................................................54
3.6.2 The TRAINING Screen...........................................................................................................................54
3.6.3 The Credit-Only READY Screen ............................................................................................................55
3.6.4 The Pre-Auth READY Screen.................................................................................................................55
3.7 The Terminal Keypad ...................................................................................................................................56
3.8 The Magnetic Stripe Reader on the Terminal.............................................................................................57
3.9 The Chip Card Reader on the Terminal......................................................................................................57
3.10 The Contactless Reader on the Terminal ....................................................................................................58
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3.11 The Charge-Only Base..................................................................................................................................60
3.11.1 Powering on the base...............................................................................................................................60
3.11.2 Ports on the base......................................................................................................................................60
3.11.3 Docking the terminal on the base.............................................................................................................60
3.12 The Cables......................................................................................................................................................61
3.12.1 The Power Cable......................................................................................................................................61
3.12.2 Installing the Power Cable.......................................................................................................................61
3.12.3 Direct-to-Terminal Charge Cable............................................................................................................62
4CONFIGURING YOUR TERMINAL........................................................................65
4.1 Configuring Communications ......................................................................................................................65
4.2 Configuring the Receipt Format ..................................................................................................................65
4.2.1 Select number of receipts printed for a transaction..................................................................................68
4.2.2 Select and edit the trailer message for cardholder receipts......................................................................68
4.2.3 Reset the trailer message to the original text ...........................................................................................69
4.2.4 Trailer Message Options..........................................................................................................................70
4.3 Disabling the Backlight .................................................................................................................................71
4.4 Configuring Corporate (Purchasing) Cards................................................................................................71
4.5 Configuring Private Label............................................................................................................................72
4.6 Configuring General Parameters.................................................................................................................72
4.7 Configuring Tip Entry - Debit/Credit..........................................................................................................77
4.7.1 Tip Prompt Formats.................................................................................................................................78
4.8 Configuring Clerk Subtotals.........................................................................................................................79
4.8.1 Allow Clerks to Zero Totals ....................................................................................................................79
4.8.2 Identify Clerk ID Entry Method ..............................................................................................................80
4.8.3 Adding Clerk IDs (including the Default Clerk ID) ................................................................................80
4.8.4 Removing Clerk IDs................................................................................................................................81
4.8.5 Enabling Clerk Subtotalling.....................................................................................................................82
4.8.6 Enabling the Clerk ID Prompt.................................................................................................................82
4.8.7 Enabling the Default Clerk ID.................................................................................................................83
4.8.8 Identifying the Clerk ID Location............................................................................................................83
4.9 Configuring Multi-terminal Reporting........................................................................................................84
4.9.1 Enabling Multi-Terminal Reporting ........................................................................................................84
4.9.2 Disabling Multi-terminal Reporting ........................................................................................................84
4.9.3 Changing the Terminal Name..................................................................................................................84
4.9.4 Deleting the Terminal Name....................................................................................................................85
4.10 Configuring Cheque Authorization..............................................................................................................85
4.11 Initialization...................................................................................................................................................86
4.11.1 First Initialization.....................................................................................................................................86
4.11.2 Re-initialization .......................................................................................................................................86
4.12 Restore Factory Defaults...............................................................................................................................87
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4.13 Remote Code Download................................................................................................................................87
5FINANCIAL TRANSACTIONS................................................................................89
5.1 Payment Types...............................................................................................................................................89
5.1.1 Credit Transactions..................................................................................................................................89
5.1.2 Debit Transactions...................................................................................................................................90
5.2 Card Programs ..............................................................................................................................................90
5.2.1 Card Entry at the POS..............................................................................................................................90
5.3 Transaction Flows..........................................................................................................................................91
5.4 Transaction Guidelines .................................................................................................................................91
5.5 Credit and Debit Transactions .....................................................................................................................92
5.5.1 Purchase...................................................................................................................................................92
5.5.2 Purchase-Void..........................................................................................................................................93
5.5.3 Refund .....................................................................................................................................................95
5.5.4 Refund-Void............................................................................................................................................97
5.5.5 Pre-Authorizations...................................................................................................................................99
5.5.6 Pre-Auth Completion (Advice)................................................................................................................99
5.5.7 Pre-Authorizations and Completions (Advices) ......................................................................................99
5.5.8 Manually Processing Transactions ........................................................................................................105
5.5.9 Manually Processing Transactions UNDER Floor Limit ......................................................................105
5.5.10 Manually Processing Transactions OVER Floor Limit .........................................................................106
5.5.11 Private Label Transactions.....................................................................................................................106
5.6 Cheque Authorization Transactions..........................................................................................................109
5.6.1 Cheque Authorization with a Credit Card..............................................................................................109
5.6.2 Cheque Authorization with a Driver's Licence......................................................................................109
5.6.3 Province or State Code ..........................................................................................................................110
5.7 Receipt Processing.......................................................................................................................................110
6THE MONERIS LOYALTY AND GIFT PROGRAMS............................................113
6.1 Loyalty/Gift Programs ................................................................................................................................113
6.2 The Moneris Gift Card Program ...............................................................................................................114
6.2.1 The Moneris Gift Card Program............................................................................................................114
6.2.2 Configuring Tip Entry for Gift ..............................................................................................................114
6.2.3 Configuring the Tip Percentage for Gift................................................................................................115
6.2.4 Gift Card Transactions...........................................................................................................................116
6.3 The Moneris Loyalty Program...................................................................................................................119
6.3.1 Loyalty Card Transactions.....................................................................................................................119
6.3.2 Combo Card Transactions .....................................................................................................................119
6.3.3 Loyalty Reports .....................................................................................................................................120
6.3.4 Loyalty Transactions..............................................................................................................................120
6.4 Loyalty/Gift Procedures..............................................................................................................................125
6.4.1 Reprinting Loyalty/Gift Receipts...........................................................................................................125
6.4.2 Starting a Loyalty Card Transaction from a Financial Transaction.......................................................126
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6.4.3 Transferring the Balance to a New Gift Card........................................................................................126
6.4.4 Selecting the Balance Due Payment Method.........................................................................................127
6.4.5 Entering the Optional Information.........................................................................................................128
6.4.6 Entering the Activation Amount............................................................................................................128
6.4.7 Entering the Benefit Amount.................................................................................................................129
6.4.8 Entering the Number of Points for a Redemption..................................................................................130
6.4.9 Entering the Redemption Amount.........................................................................................................130
6.4.10 Entering the Bonus Code.......................................................................................................................131
6.4.11 Entering the Pre-Tax Amount................................................................................................................132
6.4.12 Cardholder Prompts - Gift.....................................................................................................................133
6.5 The Menu Feature - Loyalty/Gift...............................................................................................................136
6.5.1 The ERNEX Menu ................................................................................................................................136
6.5.2 The Loyalty/Gift SETUP Menu.............................................................................................................137
6.5.3 The Loyalty/Gift VOUCHER HEADER Menu.....................................................................................138
6.5.4 The Loyalty/Gift REPORT FUNCTIONS Menu ..................................................................................140
6.6 Loyalty/Gift Admin Transactions ..............................................................................................................141
6.6.1 Loyalty/Gift Card Inquiry......................................................................................................................141
6.6.2 Voiding a Loyalty/Gift Transaction.......................................................................................................142
6.6.3 Loyalty/Gift Close Batch.......................................................................................................................143
6.6.4 Loyalty/Gift Initialization......................................................................................................................143
6.7 Loyalty/Gift Reports....................................................................................................................................145
6.7.1 Printing a Loyalty/Gift Report after a Financial Report ........................................................................145
6.7.2 Printing a Stored Transactions Report for Loyalty/Gift Transactions ...................................................145
6.7.3 Printing a Loyalty/Gift Open Batch Totals Report................................................................................146
6.7.4 Loyalty/Gift Transaction Inquiry Report...............................................................................................147
6.7.5 Clerk Subtotalling on Loyalty/Gift Transactions...................................................................................148
6.7.6 Loyalty/Gift Clerk Subtotals Report for All Clerks...............................................................................148
6.7.7 Loyalty/Gift Clerk Subtotals Report for a Group of Clerks...................................................................149
6.7.8 Loyalty/Gift Clerk Subtotals Report for One Clerk...............................................................................150
6.7.9 Printing Gift Tip Totals..........................................................................................................................150
6.7.10 Printing the Loyalty/Gift Configuration Parameters List.......................................................................151
6.7.11 Printing a Loyalty/Gift Help List...........................................................................................................152
7THE AIR MILES REWARDS PROGRAM.............................................................153
7.1 The Air Miles Rewards Program...............................................................................................................153
7.1.1 Configuring Air Miles ...........................................................................................................................153
7.1.2 Air Miles Rewards Transactions............................................................................................................153
7.1.3 Air Miles Rewards Administration........................................................................................................153
7.2 Configuring the Air Miles Rewards Program...........................................................................................153
7.2.1 The Air Miles REWARDS SETUP Menu.............................................................................................154
7.2.2 Planning the Rewards Program Configuration ......................................................................................155
7.2.3 Rewards Program Planning Worksheet .................................................................................................156
7.2.4 Reward Program Components - Calculator and Factor Values .............................................................157
7.2.5 Reward Program Components - Bonus Offer Values............................................................................159
7.2.6 Reward Program Components - Incentive Values.................................................................................161
7.2.7 Order of Calculation ..............................................................................................................................161
7.2.8 Rewards Calculation Table....................................................................................................................162
7.2.9 Enable the Rewards Program.................................................................................................................163
7.2.10 Select the Type of Rewards Program.....................................................................................................164
7.2.11 Configure the Calculator and Factor Values..........................................................................................164
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7.2.12 Configure the Incentive Values .............................................................................................................165
7.2.13 Configure the Maximum Rewards Allowed..........................................................................................166
7.2.14 Set the Rewards Totals Reset Time of day............................................................................................166
7.2.15 Enable the Enter Reference Number Prompt.........................................................................................167
7.2.16 Configure the Bonus Offers...................................................................................................................167
7.2.17 Configure the Tax Type.........................................................................................................................169
7.2.18 Configure the SAF Upload Time Period................................................................................................170
7.3 Air Miles Transactions................................................................................................................................170
7.3.1 Air Miles Rewards - Purchase...............................................................................................................170
7.3.2 Add Bonus Offers during a Rewards Purchase......................................................................................171
7.3.3 Applying the Incentive to an Air Miles Rewards Purchase...................................................................171
7.3.4 Air Miles Rewards - Refund..................................................................................................................172
7.3.5 Add Bonus Offers during a Rewards Refund ........................................................................................173
7.4 Air Miles Admin Transactions...................................................................................................................173
7.4.1 Completing Air Miles Reward Transactions .........................................................................................173
7.4.2 Printing the Air Miles Rewards SAF List..............................................................................................174
7.4.3 SAF Log Status Icons............................................................................................................................174
7.4.4 Deleting a transaction from the Air Miles Rewards SAF List...............................................................175
7.4.5 Printing an Air Miles Rewards Totals Report........................................................................................175
7.4.6 Printing the Air Miles Rewards Transaction List ..................................................................................176
7.4.7 Printing an Air Miles Rewards Configuration List................................................................................177
7.4.8 Printing an Air Miles Rewards Help List...............................................................................................177
7.4.9 Rewards - Reprint Last Receipt.............................................................................................................177
8ADMIN TRANSACTIONS.....................................................................................179
8.1 Log On..........................................................................................................................................................179
8.2 Log Off..........................................................................................................................................................179
8.3 Private Label Instant Credit Card Application ........................................................................................180
8.4 Training Mode .............................................................................................................................................181
8.4.1 Training Mode.......................................................................................................................................181
8.4.2 Transactions Available in Training mode..............................................................................................181
8.4.3 Loyalty/Gift Reports..............................................................................................................................183
8.4.4 Entering Training Mode.........................................................................................................................183
8.4.5 Exiting Training Mode...........................................................................................................................184
9REPORTS.............................................................................................................185
9.1 Clerk Subtotalling Reports.........................................................................................................................185
9.1.1 Clerk Subtotals Report for All Clerks....................................................................................................185
9.1.2 Clerk Subtotals Report for One Clerk....................................................................................................185
9.1.3 Clerk Subtotals Report for a Group of Clerks........................................................................................186
9.2 Printing the Configuration Parameters Report........................................................................................187
9.3 EMV Parameters List..................................................................................................................................188
9.4 EMV Transaction Data...............................................................................................................................188
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9.5 Current Batch Totals Report......................................................................................................................188
9.6 Deposit Totals Inquiry.................................................................................................................................189
9.7 Tip Totals Report.........................................................................................................................................189
9.8 Printing a Help List.....................................................................................................................................190
9.9 Merchant Subtotals Report.........................................................................................................................191
9.10 Printing the Pre-Authorization List...........................................................................................................191
9.11 Delete a Pre-Authorization using Transaction Inquiry............................................................................192
9.12 Private Label Transactions on Reports .....................................................................................................194
9.13 Printing a Stored Transactions Report......................................................................................................194
9.14 Transaction Inquiry Report........................................................................................................................195
9.14.1 Printing a Transaction Inquiry Report ...................................................................................................196
9.14.2 Transaction Inquiry - Reprinting the Merchant Receipt Copy...............................................................197
10 END-OF-DAY PROCEDURE.............................................................................199
10.1 Close Batch...................................................................................................................................................199
10.2 Multi-terminal Reports...............................................................................................................................200
10.2.1 Multi-Terminal Report for All Terminals..............................................................................................200
10.2.2 Multi-Terminal Report for One or More Terminals by Name...............................................................201
10.2.3 Multi-Terminal Report for One or More Groups of Terminals .............................................................202
11 TROUBLESHOOTING.......................................................................................203
11.1 Additional Documentation..........................................................................................................................203
11.2 Telephone Assistance...................................................................................................................................203
11.3 Merchant Direct...........................................................................................................................................203
11.4 Troubleshooting...........................................................................................................................................204
11.5 Error Messages on the iWL255 Terminal.................................................................................................204
11.6 Hardware Problems.....................................................................................................................................220
11.7 Understanding DECLINED Messages.......................................................................................................222
11.8 Error Messages during Code Authentication............................................................................................224
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