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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1.3.1 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.