Moneris Mobile 8300 User manual

Moneris Mobile 8300
OPERATING MANUAL
Software Version 3.36A
Documentation v1.1.01
Documentation Date: June 13, 2011

® 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.
Copyright – © 2011 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 Debit Card 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/en/Support/Downloads/MerchantManuals.aspx.

Table of Contents
CHAPTER 1. INTRODUCTION..........................................................................................................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 Battery........................................................................................2
1.3.3 Caring for the Charging Base ...........................................................................2
CHAPTER 2. FEATURES AND PROCEDURES...............................................................................3
2.1 Standard Features.............................................................................................................3
2.1.1 Language Selection for Display, Receipts and Reports.....................................3
2.1.2 Card Information Security.................................................................................4
2.1.3 Communications Status .....................................................................................5
2.1.4 The Menu Feature .............................................................................................5
2.1.5 Demo Mode .....................................................................................................24
2.2 Optional Features...........................................................................................................25
2.2.1 Chip Cards.......................................................................................................25
2.2.2 Signatureless Transactions..............................................................................26
2.2.3 Tip Processing.................................................................................................26
2.2.4 Cashback .........................................................................................................27
2.2.5 Clerk ID Prompting and Clerk Sub-Totalling .................................................27
2.2.6 Invoice Number Prompting..............................................................................28
2.2.7 Personalized Receipts......................................................................................28
2.2.8 PAN Fraud Control.........................................................................................28
2.2.9 The Manager Password...................................................................................29
2.2.10 Multi-Terminal Reporting................................................................................29
2.2.11 Terminal Names...............................................................................................29
2.2.12 Private Label Cards.........................................................................................30
2.2.13 Corporate Cards..............................................................................................30
2.2.14 The Ernex Program.........................................................................................30
2.3 Procedures......................................................................................................................31
2.3.1 Powering Up the Mobile 8300.........................................................................32
2.3.2 Powering Down the Mobile 8300....................................................................33
2.3.3 Loading Paper in the Integrated Printer.........................................................33
2.3.4 Selecting the Terminal Language....................................................................34
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2.3.5 Taking a Manual Imprint of a Credit Card .....................................................34
2.3.6 Responding to Basic Transaction Prompts......................................................35
2.3.7 Entering a Tip Amount ....................................................................................36
2.3.8 Entering a Cashback Amount on a Debit Transaction....................................37
2.3.9 Entering the Clerk ID......................................................................................37
2.3.10 Entering an Invoice Number............................................................................37
2.3.11 Finding a Transaction's Sequence and Orig Auth Numbers............................38
2.3.12 Signing Credit Card Receipts..........................................................................39
2.3.13 Reprinting Receipts..........................................................................................39
2.3.14 Printing a Cash Receipt...................................................................................40
2.3.15 Entering Alphabetic Characters and Punctuation...........................................40
2.3.16 Cancelling a Transaction ................................................................................41
2.3.17 Cancelling a Report.........................................................................................42
2.3.18 Changing the Manager Password ...................................................................42
2.3.19 Requesting a Code 10 Authorization...............................................................43
2.3.20 Dealing With Disputed Debit Transactions.....................................................43
CHAPTER 3. THE MONERIS MOBILE 8300 HARDWARE............................................................45
3.1 The Moneris Mobile 8300 Duet Terminal.....................................................................45
3.2 Backlight........................................................................................................................46
3.3 Setting up the Terminal..................................................................................................46
3.4 Wireless Signal Status Icons..........................................................................................47
3.4.1 The Antenna Icon.............................................................................................47
3.4.2 The Wireless Signal Strength Icon...................................................................47
3.5 The Terminal Keypad....................................................................................................48
3.5.1 Alphanumeric Keys..........................................................................................48
3.5.2 The Function Keys...........................................................................................48
3.6 The Magnetic Stripe Card Reader..................................................................................49
3.7 The Chip Card Reader ...................................................................................................50
3.8 The Integrated Printer....................................................................................................50
3.9 Inserting the SIM Card...................................................................................................51
CHAPTER 4. BATTERY MANAGEMENT .......................................................................................53
4.1 The Battery ....................................................................................................................53
4.2 Attaching the Battery.....................................................................................................53
4.3 Removing the Battery....................................................................................................54
4.4 Charging the Battery......................................................................................................54
4.5 The Charging Cable for Use in Your Vehicle................................................................55
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4.6 The Charging Base.........................................................................................................56
4.6.1 LED Status Light on the Charging Base..........................................................56
4.6.2 Power Port on the Charging Base...................................................................57
4.7 The Power Cable for the Charging Base........................................................................57
4.8 Battery Charge Level.....................................................................................................58
4.9 LED Status Light on the 8300........................................................................................59
4.10 Sleep Mode....................................................................................................................59
CHAPTER 5. CONFIGURING YOUR TERMINAL...........................................................................61
5.1 Using Quick Setup.........................................................................................................61
5.1.1 Options for Each Parameter............................................................................61
5.1.2 Parameters ......................................................................................................62
5.2 Configuring Your Merchant ID and Terminal ID..........................................................62
5.3 Configuring Receipt Printing.........................................................................................63
5.3.1 Enable the Printer ...........................................................................................63
5.3.2 Configure Receipt Headers and Footers.........................................................63
5.3.3 Enable Large Amount Printing........................................................................63
5.3.4 Enable Printing of Customer Copies...............................................................63
5.3.5 Enable Re-Printing of Customer Copies .........................................................63
5.3.6 Configure the Print Prompt Beep Delay..........................................................63
5.4 Configuring Tip Processing...........................................................................................63
5.4.1 Basic Tip Processing.......................................................................................63
5.4.2 Enhanced Tip Processing................................................................................64
5.4.3 Gratuity Guidelines Printing on Pre-Authorization Receipts..........................64
5.4.4 Tip Percentage on Purchases..........................................................................64
5.5 Configuring the Cashback Feature.................................................................................65
5.5.1 Cashback Amount Prompting on Debit Transactions......................................65
5.5.2 Changing Cashback Amounts..........................................................................65
5.5.3 Setting the Cashback Limit..............................................................................65
5.6 Configuring Clerk ID Prompting and Clerk Sub-Totalling............................................65
5.6.1 Clerk ID Prompting.........................................................................................65
5.6.2 Using a Default Clerk ID.................................................................................65
5.6.3 Clerk Sub-Totalling .........................................................................................66
5.6.4 Adding Clerk IDs (including the Default Clerk ID).........................................66
5.6.5 Deleting Clerk IDs...........................................................................................67
5.7 Configuring Invoice Number Prompting.......................................................................67
5.8 Configuring Multi-Terminal Reporting .........................................................................67
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5.9 Adding a Terminal Name...............................................................................................68
5.10 Deleting a Terminal Name.............................................................................................68
5.11 Configuring Private Label Cards ...................................................................................69
5.12 Configuring Corporate Cards.........................................................................................69
5.12.1 Enabling the Corporate Card Feature ............................................................69
5.12.2 Enabling Tax Amount Prompting....................................................................69
5.12.3 Configuring Tax Type and Tax Registration Numbers....................................69
5.13 Initializing Your Terminal.............................................................................................70
CHAPTER 6. FINANCIAL TRANSACTIONS...................................................................................71
6.1 Card and Transaction Types ..........................................................................................71
6.2 Transaction General Guidelines.....................................................................................72
6.3 Card Entry Options........................................................................................................72
6.3.1 Magnetic Stripe Cards - Swipe........................................................................72
6.3.2 Chip Cards - Insert..........................................................................................72
6.3.3 Manual Entry...................................................................................................72
6.4 Transaction Procedures..................................................................................................73
6.4.1 Processing a Purchase ....................................................................................73
6.4.2 Processing a Refund........................................................................................73
6.4.3 Processing a Correction (Void).......................................................................74
6.4.4 Processing a Pre-Authorization ......................................................................75
6.4.5 Processing a Pre-Authorization Completion...................................................75
6.4.6 Processing a Pre-Authorization Deletion........................................................76
6.4.7 Processing an Advice.......................................................................................77
6.4.8 Transacting a Purchase on a Corporate Card................................................78
6.4.9 Transacting a Payment on a Private Label Card............................................79
6.4.10 Manually Processing Credit Transactions......................................................81
CHAPTER 7. ADMIN TRANSACTIONS..........................................................................................83
7.1 Logging On....................................................................................................................83
7.2 Logging Off ...................................................................................................................83
7.3 Re-Initializing the Terminal...........................................................................................84
7.4 Demo Mode Transactions..............................................................................................84
7.4.1 Financial Transactions....................................................................................85
7.4.2 Functions.........................................................................................................85
7.5 Entering Demo Mode.....................................................................................................86
7.6 Exiting Demo Mode.......................................................................................................87
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CHAPTER 8. REPORTS ..................................................................................................................89
8.1 Reports...........................................................................................................................89
8.2 Stored Transactions Report............................................................................................89
8.3 Merchant Sub-Totals Report..........................................................................................90
8.4 Clerk Sub-Totals Report................................................................................................90
8.4.1 For One or More Clerks..................................................................................90
8.4.2 For All Clerks..................................................................................................91
8.5 Deposit Totals Report....................................................................................................91
8.6 Multi-Terminal Deposit Totals Report...........................................................................92
8.7 Pre Auth Transactions Report........................................................................................92
8.8 Tip Report......................................................................................................................93
8.9 Batch Totals Report.......................................................................................................93
8.10 The Terminal Parameters Report...................................................................................94
8.11 The EMV Parameters Report.........................................................................................94
8.12 Private Label Card Transactions on Reports..................................................................94
CHAPTER 9. THE ERNEX PROGRAMS.........................................................................................95
9.1 Enabling an Ernex Program...........................................................................................95
9.2 Ernex Transactions ........................................................................................................95
9.2.1 Activate or Load Value on an Ernex Card ......................................................95
9.2.2 Ernex Transaction With a Balance Due..........................................................96
9.2.3 Voiding an Ernex Gift or Loyalty Transaction................................................97
9.2.4 Ernex Card Inquiry..........................................................................................97
9.2.5 Reprinting an Ernex Receipt............................................................................98
9.3 Gift Card Transactions...................................................................................................98
9.3.1 Ernex Purchase With a Gift Card....................................................................98
9.3.2 Deactivate an Ernex Gift Card........................................................................99
9.3.3 Ernex Refund With a Gift Card .......................................................................99
9.4 Loyalty Card Transactions...........................................................................................100
9.4.1 Ernex Purchase with a Loyalty Card.............................................................100
9.4.2 Deactivate an Ernex Loyalty Card ................................................................101
9.4.3 Ernex Refund with a Loyalty Card ................................................................101
9.4.4 Ernex Redemption with a Loyalty Card.........................................................102
9.5 The Menu Feature in Ernex .........................................................................................103
9.5.1 The Ernex Gift & Loyalty Transactions Menu...............................................103
9.5.2 The Ernex Reports Menu...............................................................................103
9.5.3 The Ernex GIFT & LOYALTY Setup Menu ...................................................104
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9.6 Ernex Admin Transactions ..........................................................................................105
9.6.1 Ernex Batch Close.........................................................................................105
9.6.2 Initialization to the Ernex Host......................................................................105
9.7 Ernex Reports ..............................................................................................................106
9.7.1 Ernex Transaction List ..................................................................................106
9.7.2 Ernex Transaction Inquiry.............................................................................107
9.7.3 Clerk Subtotals Report for Ernex Transactions.............................................108
9.7.4 Configuration List for Ernex .........................................................................109
9.8 Ernex Configuration ....................................................................................................109
9.8.1 Ernex Printer and Receipt Parameters..........................................................109
9.8.2 Ernex Merchant Parameters..........................................................................110
9.8.3 Ernex Communications Parameters..............................................................111
9.8.4 Ernex Terminal Parameters ..........................................................................112
9.8.5 Adding Clerk IDs to the Ernex Gift & Loyalty Application...........................113
9.8.6 Deleting Clerk IDs From the Ernex Gift & Loyalty Application...................114
9.9 Ernex Demo Mode.......................................................................................................114
9.9.1 Ernex Demo Mode.........................................................................................114
9.9.2 Entering Demo Mode in Ernex......................................................................115
9.9.3 Exiting Demo Mode in Ernex ........................................................................115
CHAPTER 10. END-OF-DAY PROCEDURE...................................................................................117
10.1 Processing a Batch Close.............................................................................................117
10.1.1 Merchant Close .............................................................................................117
10.1.2 System Close..................................................................................................118
10.2 Processing a Batch Clear .............................................................................................118
10.3 Processing a Batch Review..........................................................................................119
10.4 Processing a Multi-Terminal Batch Close ...................................................................120
10.4.1 By Terminal Name.........................................................................................120
10.4.2 For All Terminals ..........................................................................................121
CHAPTER 11. TROUBLESHOOTING.............................................................................................123
11.1 Additional Documentation...........................................................................................123
11.2 Telephone Assistance...................................................................................................123
11.3 Merchant Direct Secure Message Centre.....................................................................124
11.4 Error Messages on the Moneris Mobile 8300 Terminal...............................................124
11.5 Ernex Error Messages on the Moneris Mobile 8300....................................................129
11.6 Solving Hardware Problems........................................................................................130

1. Introduction
1.1 Getting Started
You must prepare your terminal before you process transactions:
1. Set up the hardware.
2. Configure the terminal.
3. Initialize the terminal.
4. Log on to the Moneris Host.
Once the terminal is ready to use, practice performing transactions in Demo Mode to ensure that any
errors made while learning to perform transactions do not affect your business account.
1.2 Learning About the Terminal
The Moneris Mobile 8300 terminal is a stand-alone, long-range wireless Debit and Credit card payment
system that connects to the point-of-sale (POS) services provided by Moneris Solutions.
To introduce yourself to the terminal, read these sections:
•Moneris Mobile 8300 Hardware
•Features and Procedures
•Demo Mode
•The Menu Feature
1.3 Caring for your Moneris Hardware
Proper care of your terminal and battery will help ensure uninterrupted service. Here are some
recommendations for maintaining the hardware in good working order:
IMPORTANT: Misuse of equipment can result in replacement liability.
•DO clean the hardware components with a dry or slightly damp cloth rinsed in a mild soap solution.
•Do NOT use solvents, detergents, cleaning fluids or abrasives on any of the hardware components.
•Avoid spilling liquids on components.
•Do NOT expose components to extreme temperatures.
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1. Introduction
2 Mobile 8300 Operating Manual Version 1.1.01
1.3.1 Caring for the Terminal
•Clean the Magnetic Stripe Reader (MSR) periodically, using a Moneris POS cleaning card. These
cards can be ordered online at shopmoneris.com or by phone at 1-866-421-1666.
Note: Do NOT use the MSR cleaning card in the Chip Card Reader.
•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 to obtain additional supplies for your terminal or order online at shopmoneris.com.
•Load the paper into the printer correctly.
•If the terminal has battery recharging or communication problems, gently clean the golden contact on
the battery and in the terminal's battery compartment with a damp cloth. Do not scratch or scrape the
surface of the contacts.
1.3.2 Caring for the Battery
•The battery must be attached to the terminal for charging. Never charge the battery on the charging
base by itself.
•If the terminal has been inactive for a number of weeks, a full recharge may be necessary.
•Avoid overcharging or overheating the battery.
1.3.3 Caring for the Charging Base
•Avoid unnecessary movement of the charging base to prevent accidental disconnection of the power
cables.
IMPORTANT: You must use the exact battery charging cable and power adaptor provided with
the terminal by Moneris Solutions and use only batteries provided 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.

2. Features and Procedures
Your terminal can be set up to accept and process a variety of transactions for a variety of card types
including debit cards, credit cards (includes private label cards and corporate cards), gift cards and loyalty
cards. The terminal can accept credit cards and debit cards with the new chip technology on them as well
as the traditional magnetic stripe.
2.1 Standard Features
These features are available and enabled on all Moneris Mobile 8300 terminals.
•Backlight
•Language selection
•Card information security
•Communications status
•Menu-driven interface
•Removable, interchangeable batteries
•Sleep Mode
•Demo Mode
2.1.1 Language Selection for Display, Receipts and Reports
The Moneris Mobile 8300 supports two language selections: 1) Merchant Language and 2) Customer
Language.
Merchant Language
Supported languages:
1. English
2. French
Used to:
1. Display merchant prompts
2. Print merchant copies of receipts
3. Print reports
Initial setting:
Set on the Moneris Host.
Changing the language:
The Merchant Language can be changed at any time. For details, see Selecting the Terminal Language.
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2. Features and Procedures
Customer Language
Supported languages:
1. English
2. French
Used to:
1. Display customer prompts
2. Print copies of customer receipts
Initial setting:
Default is set by the Merchant Language but is set for each individual transaction based on the Language
Code on the customer's card.
Changing the language:
If the Language Code is not present on the customer's card or if the code is neither English nor French,
the customer is prompted to select either English or French. For details, see Selecting the Terminal
Language.
2.1.2 Card Information Security
To reduce the risk of fraudulent card use, masking and/or truncation are applied to card numbers and
expiry dates printed on receipts and reports.
Masking replaces a card's numbers (except for the last 4) with *'s. For example, the card number 1234
5678 9012 3456 is printed as ************3456.
If a card number is truncated, only the last 4 digits are printed. For example, the card number 1234 5678
9012 3456 would appear as 3456.
Card Numbers on Receipts
Numbers of debit, credit and gift cards are always masked on both Merchant and Customer copies of
transaction receipts.
Card Numbers on Reports
Card numbers are truncated on all reports containing transaction details.
Reports that require the manager password, e.g. Batch Review, display the entire card number but the
resulting report prints the truncated card number.
Expiry Date on Receipts
The credit card expiry date is not printed on receipts for credit card transactions.
Expiry Date on Reports
The credit card expiry date is printed in full on all reports containing transaction details.
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2. Features and Procedures
2.1.3 Communications Status
The terminal connects to the Moneris Host each time you begin a transaction (it does not make any noise
when it attempts to connect). As the terminal communicates with the Moneris Host, it displays
"Processing" to indicate that the transaction is proceeding correctly. If there is a problem with the
communications, an error message will appear.
The terminal also provides information on the status of the wireless communication between the terminal
and the wireless service provider.
2.1.4 The Menu Feature
All transactions and functions can be accessed through menus and sub-menus starting at the applications
menu.
Navigating through menus:
To scroll down:
Select the icon (press the left-most purple key) to move down to the next menu screen.
To scroll up:
1. Press the yellow CORR key to change the direction of the arrow on the display screen.
2. Select the icon (press the left-most purple key) to move up to the next menu screen.
To select an item:
Press the function key beside the menu item (e.g., on the transactions menu, press F1 to select Purchase).
Navigating through parameters:
To move to the next feature:
Select Next.
To move back to the last feature displayed:
Select Previous.
Changing the value of a parameter:
1. Select Edit.
2. Select Next to scroll through the values and select Slct to select a displayed value.
OR
Key in a new value and press the green OK key.
3. Select Next to move to the next feature.
When you are finished making changes:
1. Select Exit. The "Save Changes?" prompt appears.
2. Select OK. The menu re-appears.
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2. Features and Procedures
Icons displayed on the menus:
Icon Indicates:
Signal strength
Wireless connectivity
CommServer is being used for communications
Battery strength
Terminal is powered by the charging base (rather
than running on the battery)
The Applications Menu
The applications menu gives you access to the applications available on the terminal. When the terminal
is not performing any transactions or functions and has been idle for a pre-set period of time, it displays
the applications menu.
The applications are listed here in the order they appear on the menu.
MM/DD/YY HH:MM F0
DEBIT & CREDIT F1
GIFT & LOYALTY F2
F3
F4
F5
The Applications Menu
To access the applications menu from any screen:
Press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
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2. Features and Procedures
The Transactions (DEBIT & CREDIT) Menu
This transactions menu allows you to select the type of transaction you want to process. The menu also
provides access to the CONFIGURATION menu (press the green OK key) and to the REPORTS menu
(press the 1st purple key on the right).
The transactions are listed here in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
MM/DD/YY HH:MM Select this menu item to:
Purchase process a Credit or Debit Purchase
Pre Auth open the Pre Auth menu
Refund process a Credit or Debit Refund
Advice process a Credit Advice
Correction process a Credit or Debit Correction
Batch Close process a Batch Close
Batch Review search for a transaction in the open batch
Batch Clear clear the batch on the terminal
The Transactions Menu
To access the transactions (DEBIT & CREDIT) menu:
On the applications menu, select DEBIT & CREDIT.
To return to the applications menu:
Press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
The Pre Auth Menu
This menu allows you to select the type of pre-authorization transaction you wish to process.
The transactions are listed here in the order they appear on the menu.
Pre Auth Select this menu item to:
Pre Auth process a Pre-Authorization
Completion process a Pre-Authorization Completion
Del Pre Auth process a Pre-Authorization Deletion
Pre-Auth Rpt print the Pre-Auth Transactions Report
The Pre Auth Menu
To access the Pre Auth menu:
1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." is displayed then the transactions menu appears.
2. Select Pre Auth.
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2. Features and Procedures
To return to the applications menu:
Press the red CANC ANNUL key then press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
The REPORTS Menu
This menu allows you to produce a variety of reports containing information about transactions stored in
the terminal memory, transactions stored on the Moneris host and the configuration of the terminal.
The terminal must be initialized before this menu can be accessed.
The reports are listed in the order they appear on the menu. Some items may not appear on the terminal
until a specific feature is enabled.
REPORTS This report contains:
Stored Trans a list of all transactions in the terminal memory
Deposit Totals a list of deposit totals by card and transaction type
Clerk
SubTotals a list of totals for one or more clerks (only active if clerk
IDs are configured)
Multi Terminal a Deposit Totals report for one or more terminals
Merch
SubTotals a list of totals in the current batch by card and transaction
type
Tip Report a lit of tip activity for the current batch by clerk and
period (only active if Clerk and Tip Processing are
enabled)
Terminal
Parms a list of the current settings for each parameter
Terminal
Stats a list of the number of occurrences of error situations
EMV Param
Rpt a list of chip program parameters by card type
EMV
Diagnostics prints the data on the last transaction if a chip card was
used
The REPORTS Menu
To access the REPORTS menu:
1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." is displayed then the transactions menu appears.
2. Press the REPORTS key (first purple key on the right, below the icon on the screen).
To return to the applications menu:
Press the red CANC ANNUL key then press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
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2. Features and Procedures
The CONFIGURATION Menu
This menu allows you to configure a number of features and procedures and perform administrative
functions.
The parameters and functions are listed in the order they appear on the menu.
CONFIGURATION This allows you to:
Setup configure parameters on the terminal
Servers configure server/clerk IDs
Terminal
Name configure multi-terminal names
Menus/Keys configure password level on menus
Set
Language set the display language
Initialize initialize the terminal to the Moneris host
Host Logon log the terminal on to the Moneris host
Host Logoff log the terminal off of the Moneris host
About display application version information (press the green
OK key to exit)
Contrast increase or decrease the contrast of the display
(The display changes immediately.)
The CONFIGURATION Menu
To access the CONFIGURATION menu:
1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." is displayed then the transactions menu appears.
2. Press the green OK key.
To return to the applications menu:
Press the red CANC ANNUL key then press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
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2. Features and Procedures
The Setup Menu
This menu allows you to set values for a number of parameters on your terminal.
The parameters are listed in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
SETUP This allows you to:
Demo Enter and exit Demo Mode
Printer Configure the receipt format
Terminal Configure a variety of features on the terminal
Merchant Configure a variety of features
Comm Configure dial communications-related parameters
Host Configure communications type parameters
Merchant IDs Configure additional receipt parameters
IP Hosts Do Not Use
Lock Kbd Do Not Use
Date/Time Do Not Use
Cashback Configure Cashback parameters
Edit Cards Do Not Use
The Setup Menu
To access the Setup menu:
1. On the applications menu, select DEBIT & CREDIT.
The message "Activating App..." is displayed then the transactions menu appears.
2. Press the green OK key to display the CONFIGURATION menu.
3. Select Setup.
4. At the "Password:" prompt, key in the manager password and press the green OK key.
To return to the applications menu:
Press the red CANC ANNUL key then press the * (ASTERISK) key.
Note: For instructions on navigation through the menus, see The Menu Feature.
Terminal Parameters (Edit Terminal Menu)
The Edit Terminal menu allows you to edit Terminal parameters.
Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press the green OK key) >
Setup menu > Terminal > Edit Terminal menu
Note: For instructions on navigation through the menus, see The Menu Feature.
IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of
the menu's parameters are listed below. You can ignore all other parameters.
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2. Features and Procedures
Tip% nn.nn
Sets a predetermined percentage of tip automatically added to Purchase transaction amounts (0-9999). If
set to 0(default) no tip is added.
Key in a percentage and press the green OK key.
Tip Processing
Enables/disables tip prompting on Purchase, Pre-Authorization Completion and Advice transactions.
Enables/disables printing of the tip line on Pre-Authorization transaction receipts.
None (default)
On - Prompt
Sug Tip% 1 nn
default = 15
Sug Tip% 2 nn
default = 20
Sug Tip% 3 nn
default = 25
Determine suggested tip amounts for gratuity guidelines printed on Pre-Authorization receipts.
Note: The Tip Processing and Gratuity Guide? parameters must be enabled.
Determine the suggested tip amounts displayed when Enhanced Tip Processing is enabled
(EnhancedTipProc parameter is set to On).
Note: If all 3 parameters are set to 0, selecting %on Enhanced Tip Processing prompts the customer to
key in a % amount. The Gratuity Guide? parameter does not need to be enabled for Enhanced Tip
Processing use.
Key in a percentage and press the green OK key.
Manager Pwd
Changes the manager password.
Key in password and press the green OK key.
Clrk/Srvr Mode
Enables/disables the Clerk Id: prompt.
0 - None (default)
2 - Prompt
Note: If the Use Def. Clrk? parameter is enabled, the prompt is disabled.
Idle Timeout
Sets the number of seconds the error message is displayed before the terminal returns the "Swipe or Insert
Card" prompt.
Key in number of seconds and press the green OK key.
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2. Features and Procedures
PABX Code
Do Not change this parameter unless directed to do so by Moneris.
Not used
Histories Limit
Do Not change this parameter unless directed to do so by Moneris.
Idle Time Fmt
Sets the time format of the clock displayed on the transactions menu.
24 Hr (e.g. 14:24)
12 Hr (e.g. 02:24pm)
Terminal Beep
Enables/disables key beeping.
On (default)
Off
Process Tax
Enables/disables tax amount prompting on Purchasing Card transactions (the "xST Amt: $" prompt).
On
Off (default)
Note: You must enable the Commercial on? parameter. The Tax Type (xST) parameter is configured on
the Moneris host.
Trning Settle?
Enables/disables settlement during Demo Mode.
On
Off (default)
CashBack Option
Enables/disables the Cashback Option on Debit transactions.
On
Off (default)
Note: The Show CB Choices parameter must be enabled. You can configure the pre-set cashback
amounts (Amt 1, Amt 2, Amt 3) that are displayed for selection by the customer. You can also configure
the maximum dollar amount the customer can request as cashback (Amt Limit).
Commercial On?
Enables/disables processing of Purchasing Cards (a.k.a., Commercial Cards or Corporate Cards).
On
Off (default)
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