Moneris iCT250 User manual

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Moneris® iCT250
Semi-Integrated Reference Guide

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Moneris® iCT250 Semi-Integrated Reference Guide 1
Contents
Setting up Your Terminal ..............................................................................................3
Important: Read first ..................................................................................................................................4
Cabling options for iCT250 semi-integration......................................................................................................5
Terminal-to-ECR cable: Ethernet Terminal-to-host cable: Ethernet..............................................................6
Overview setup steps: E1 and ED1.....................................................................................................................6
Terminal-to-ECR cable: RS232 serial Terminal-to-host cable: Ethernet or dial ..............................................7
Overview setup steps: E2, ED2, and D2..............................................................................................................7
Terminal-to-ECR cable: USB Terminal-to-host cable: Ethernet or dial ...........................................................8
Overview setup steps: E3, ED3, and D3..............................................................................................................8
Setup and configuration for iCT250 semi-integration...................................................................................9
Set up an RS232 serial connection .....................................................................................................................9
Download/install the USB driver, and connect the terminal to your ECR .......................................................10
Enabling Semi-Integrated mode on the terminal.............................................................................................12
Configuring the terminal-to-ECR communication parameters ........................................................................12
Enable for Ethernet connection to ECR ........................................................................................................................12
Enable for RS232 serial connection to ECR...................................................................................................................12
Enable for USB connection to ECR................................................................................................................................13
Enabling cash transaction receipt printing from the terminal .........................................................................13
Using Your Terminal ...................................................................................................14
Performing debit/credit and cash transactions in Semi-Integrated mode ..................................................15
Financial transactions: debit, credit, and cash .................................................................................................15
Pre-paid credit cards.....................................................................................................................................................15
Partially approved Purchase .........................................................................................................................................15
Transaction reports ......................................................................................................................................................15
Admin functions............................................................................................................................................................15
End-of-day processes....................................................................................................................................................15
General guidelines during a debit/credit or cash transaction..........................................................................16
Purchase with debit/credit card.......................................................................................................................16
Purchase with cash ...........................................................................................................................................17
Refund with debit/credit card ..........................................................................................................................17
Refund with cash ..............................................................................................................................................18
Void with debit/credit card ..............................................................................................................................19
Void with cash ..................................................................................................................................................19
Balance Inquiry on pre-paid credit cards..........................................................................................................20
Pre-Authorization with credit card...................................................................................................................20
Advice with credit card.....................................................................................................................................21
Force Post with credit card...............................................................................................................................22
Debit, credit, and cash receipts ........................................................................................................................23
If ECR is configured to print receipts: debit/credit and cash ........................................................................................23
If terminal is configured to print receipts: debit/credit and cash.................................................................................23

Moneris® iCT250 Semi-Integrated Reference Guide 2
Performing gift transactions in Semi-Integrated mode...............................................................................25
Gift transactions ...............................................................................................................................................25
Gift transaction reports ................................................................................................................................................25
End-of-day processes for gift transactions ...................................................................................................................25
General guidelines during a gift transaction ....................................................................................................26
Purchase with gift card.....................................................................................................................................26
Refund with gift card ........................................................................................................................................27
Void with gift card ............................................................................................................................................27
Gift card receipts ..............................................................................................................................................28
If terminal is configured to print gift card receipts.......................................................................................................28
If ECR is configured to print gift card receipts ..............................................................................................................28
Performing loyalty transactions in Semi-Integrated mode .........................................................................29
Loyalty transactions..........................................................................................................................................29
Loyalty transaction reports...........................................................................................................................................29
End-of-day processes for loyalty transactions..............................................................................................................29
General guidelines during a loyalty transaction...............................................................................................30
Awarding points for a debit/credit card Purchase ...........................................................................................30
Awarding points for a cash Purchase ...............................................................................................................30
Processing a loyalty Refund on a debit/credit card Refund .............................................................................31
Removing loyalty points on a cash Refund.......................................................................................................31
Voiding a loyalty transaction ............................................................................................................................32
Allocating points for a Pre-Authorization.........................................................................................................32
Awarding points during an Advice (Pre-Auth Completion) ..............................................................................33
Redeeming points automatically......................................................................................................................33
Redeeming points manually .............................................................................................................................33
Redeeming dollars manually ............................................................................................................................34
Loyalty card receipts.........................................................................................................................................35
If terminal is configured to print loyalty card receipts .................................................................................................35
If ECR is configured to print loyalty card receipts.........................................................................................................35
End-of-day process in Semi-Integrated mode ............................................................................................36
Merchant close.................................................................................................................................................36
Merchant close: closing the debit/credit batch............................................................................................................36
Merchant close: closing the gift/loyalty batch .............................................................................................................37
Merchant close: closing all the batches together.........................................................................................................38
System close .....................................................................................................................................................39
Troubleshooting in Semi-Integrated mode ................................................................................................40
Error messages .................................................................................................................................................40
Equipment issues..............................................................................................................................................41
Merchant support.......................................................................................................42

Moneris® iCT250 Semi-Integrated Reference Guide 3
In this section, we go over everything you need to
know to set up your Moneris iCT250 for
semi-integration.
Setting up Your Terminal
Setting up
Your
Terminal

Moneris® iCT250 Semi-Integrated Reference Guide 4
Important: Read first
Follow the steps below to set up and configure the Moneris iCT250 terminal to work as a semi-integrated POS
device with your electronic cash register (ECR).
1. Refer to Before you get started in the Setting Up Your Terminal section of the Moneris iCT250 Reference
Guide included in your package, and follow the instructions to determine if you have the required
components for setting up and configuring the terminal to communicate with the Moneris host.
2. Once you have determined that you have all the required components as outlined in the Setting up Your
Terminal section of the Moneris iCT250 Reference Guide, follow the steps immediately below on this page.
3. Please note that Moneris provides the following communications cables:
Ethernet cable1
dial cable
RS232 serial cable
or
USB cable
1 This cable may also be used to connect the terminal to your ECR via Ethernet networking.
4. Proceed to Cabling options for iCT250 semi-integration on page 5 in this guide to determine which overview
setup procedure you must follow.
Note: You must use the exact power adaptor and cables provided by Moneris to work with the Moneris
iCT250 terminal. Failure to do so may affect the operability of or cause damage to the equipment.

Moneris® iCT250 Semi-Integrated Reference Guide 5
Cabling options for iCT250 semi-integration
To determine which steps you must follow to set up your device to work in Semi-Integrated mode, refer to one
option from the Terminal-to-Moneris host cabling options column, and then cross-reference it with one option
from the Terminal-to-ECR cabling options row.
Example: To use Ethernet with dial backup cabling for terminal-to-Moneris host communication with USB
cabling for terminal-to-ECR communication, you must follow the steps in box ED3.
Terminal-to-ECR cabling options
Terminal-to-Moneris
host cabling options
Ethernet
RS232 serial
USB
Ethernet only
a. You must use static IP.
b. You will need
Ethernet cables
(Moneris provides
one Ethernet cable.)
c. Follow the setup steps
on page 6.
a. You may use
dynamic or static IP.
b. You will need:
RS232 serial cable
Ethernet cable
c. Follow the setup steps
on page 7.
a. You may use
dynamic or static IP.
b. You will need:
USB cable
Ethernet cable
c. Moneris provides the
ECR USB driver.
d. Follow the setup
steps on page 8.
Ethernet with dial
backup
a. You must use
static IP.
b. You will need:
Ethernet cables
(Moneris provides
one Ethernet cable.)
dial cable
c. Follow the setup steps
on page 6.
a. You may use
dynamic or static IP.
b. You will need:
RS232 serial cable
Ethernet cable
dial cable
c. Follow the setup steps
on page 7.
a. You may use
dynamic or static IP.
b. You will need:
USB cable
Ethernet cable
dial cable
c. Moneris provides the
ECR USB driver.
d. Follow the setup
steps on page 8.
Dial only
This configuration is not
supported.
a. You will need:
RS232 serial cable
dial cable
b. Follow the setup steps
on page 7.
a. You will need:
USB cable
dial cable
b. Moneris provides the
ECR USB driver.
c. Follow the setup
steps on page 8.
E1
E2
E3
ED1
ED2
ED3
D1
D2
D3

Moneris® iCT250 Semi-Integrated Reference Guide 6
Terminal-to-ECR cable: Ethernet
Terminal-to-host cable: Ethernet
Overview setup steps: E1 and ED1
1. Connect the terminal to your ECR via your Ethernet network.
Refer to the instructions provided with your ECR POS system.
2. Connect the terminal-to-Moneris host cables, set up the terminal hardware, and power on the terminal.
Refer to Hardware setup in the Setting up Your Terminal section of the Moneris iCT250 Reference Guide.
3. Enable Semi-Integrated mode on the terminal.
See page 12 in this semi-integration guide.
4. Configure the terminal-to-Moneris host static IP communication parameters on the terminal.
Refer to Communications setup in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
5. Configure the terminal-to-ECR communications parameters (Ethernet) on the terminal.
See Enable for Ethernet connection to ECR on page 12 in this semi-integration guide.
6. Initialize and log the terminal onto the Moneris host.
Refer to Initialization and logon in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
7. Enable optional features on the terminal as desired.
To enable cash transaction receipt printing from the terminal, see page 13 in this semi-integration guide.
For other optional features, refer to Additional options in the Setting up Your Terminal section of the
Moneris iCT250 Reference Guide.
8. For information and instructions for using your semi-integrated terminal to perform:
debit/credit and cash transactions, see Performing debit/credit and cash transactions in Semi-Integrated
mode on page 15 in this guide.
gift transactions, see Performing gift transactions in Semi-Integrated mode on page 25 in this guide.
loyalty transactions, see Performing loyalty transactions in Semi-Integrated mode on page 29 in this
guide.
End-of-day steps, see End-of-day process in Semi-Integrated mode on page 36 in this guide.

Moneris® iCT250 Semi-Integrated Reference Guide 7
Terminal-to-ECR cable: RS232 serial
Terminal-to-host cable: Ethernet or dial
Overview setup steps: E2, ED2, and D2
1. Connect the terminal-to-ECR cable (RS232 serial).
See page 9 in this semi-integration guide.
2. Connect the terminal-to-Moneris host cables, set up the terminal hardware, and power on the terminal.
Refer to Hardware setup in the Setting up Your Terminal section of the Moneris iCT250 Reference Guide.
3. Enable Semi-Integrated mode on the terminal.
See page 12 in this semi-integration guide.
4. Configure the terminal-to-Moneris host communications parameters (dynamic IP or static IP or dial) on the
terminal.
Refer to Communications setup in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
5. Configure the terminal-to-ECR communications parameters (RS232) on the terminal.
See Enable for RS232 serial connection to ECR on page 12 in this semi-integration guide.
6. Initialize and log the terminal onto the Moneris host.
Refer to Initialization and logon in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
7. Enable optional features on the terminal as desired.
To enable cash transaction receipt printing from the terminal, see page 13 in this semi-integration guide.
For other optional features, refer to Additional options in the Setting up Your Terminal section of the
Moneris iCT250 Reference Guide.
8. For information and instructions for using your semi-integrated terminal to perform:
debit/credit and cash transactions, see Performing debit/credit and cash transactions in Semi-
Integrated mode on page 15 in this guide.
gift transactions, see Performing gift transactions in Semi-Integrated mode on page 25 in this guide.
loyalty transactions, see Performing loyalty transactions in Semi-Integrated mode on page 29 in this
guide.
End-of-day steps, see End-of-day process in Semi-Integrated mode on page 36 in this guide.

Moneris® iCT250 Semi-Integrated Reference Guide 8
Terminal-to-ECR cable: USB
Terminal-to-host cable: Ethernet or dial
Overview setup steps: E3, ED3, and D3
1. Download and install the required USB driver to your ECR, and then connect the terminal to your ECR.
See page 10 in this semi-integration guide.
2. Connect the terminal-to-Moneris host cables, set up the terminal hardware, and power on the terminal.
Refer to Hardware setup in the Setting up Your Terminal section of the Moneris iCT250 Reference Guide.
3. Enable Semi-Integrated mode on the terminal.
See page 12 in this semi-integration guide.
4. Configure the terminal-to-Moneris host communications parameters (dynamic IP or static IP or dial) on the
terminal.
Refer to Communications setup in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
5. Configure the terminal-to-ECR communications parameters (USB) on the terminal.
See Enable for USB connection to ECR on page 13 in this semi-integration guide.
6. Initialize and log the terminal onto the Moneris host.
Refer to Initialization and logon in the Setting up Your Terminal section of the Moneris iCT250 Reference
Guide.
7. Enable optional features on the terminal as desired.
To enable cash transaction receipt printing from the terminal, see page 13 in this semi-integration guide.
For other optional features, refer to Additional options in the Setting up Your Terminal section of the
Moneris iCT250 Reference Guide.
8. For information and instructions for using your semi-integrated terminal to perform:
debit/credit and cash transactions, see Performing debit/credit and cash transactions in Semi-
Integrated mode on page 15 in this guide.
gift transactions, see Performing gift transactions in Semi-Integrated mode on page 25 in this guide.
loyalty transactions, see Performing loyalty transactions in Semi-Integrated mode on page 29 in this
guide.
End-of-day steps, see End-of-day process in Semi-Integrated mode on page 36 in this guide.

Moneris® iCT250 Semi-Integrated Reference Guide 9
Setup and configuration for iCT250 semi-integration
Set up an RS232 serial connection
Set up an RS232 serial connection
a. Plug the RS232 serial cable's connector (small
end) into the terminal’s Magic Box port
labelled "RS232".
b. Plug the RS232 serial cable's connector (large
end) into a serial port on your ECR.
c. Continue the overview setup procedure at step 2 (on page 7 in this guide).

Moneris® iCT250 Semi-Integrated Reference Guide 10
Download/install the USB driver, and connect the terminal to your
ECR
1. Visit: https://esqa.moneris.com/connect/en/download/drivers.
2. Download the "iCT250 USB Driver”.
3. Install the driver on the ECR to which you will connect the terminal.
4. Once the iCT250 USB driver has been installed on your ECR, connect the terminal to the ECR by following the
steps below:
Set up a USB connection
a. Turn the terminal over so that the back panel is facing you. Locate
the two corner latches.
b. Grip the latches simultaneously, and then pull back to raise the back
panel.
c. Detach the panel completely.
d. If a three-pronged rubber stopper is attached, go to step e.
If there is no stopper, go directly to step f.
e. Grip the stopper, and pull back until it tears off completely (or use
scissors to carefully snip it off).
f. Plug the USB cable into the port labelled "USB SLAVE" in the terminal
compartment.
Continued on the next page…

Moneris® iCT250 Semi-Integrated Reference Guide 11
Set up a USB connection (continued)
g. Position the USB cable so that it sits securely in one of the three
grooves at the top of the terminal.
h. Position the back panel so that its upper two corner tabs are slotted
into the openings at the top of the terminal.
i. Close the back panel until it snaps shut.
(The USB cable should be secured as it passes through one of the
three openings between the closed panel and the terminal.)
j. Plug the USB cable's connector into a USB port on your ECR.
k. Continue the overview setup procedure at step 2 (on page 8 in this guide).

Moneris® iCT250 Semi-Integrated Reference Guide 12
Enabling Semi-Integrated mode on the terminal
1. Your terminal should now be powered on, and the TERMINAL SETUP REQUIRED screen should be displayed.
2. Press the key twice, key in 53, and press the green key.
3. Do one of the following:
To enable receipt printing from the terminal: Scroll down to RCPTS AT TERM, and press the green
key.
To enable receipt printing from the ECR: Scroll down to RCPTS AT ECR, and press the green key.
4. Wait for the REINITIALIZATION REQUIRED screen to appear.
5. Do one of the following:
If you are connecting the terminal to your ECR over an Ethernet network:
Continue the overview setup procedure at step 4 (on page 6 in this guide).
If you are connecting the terminal to your ECR using an RS232 serial cable:
Continue the overview setup procedure at step 4 (on page 7 in this guide).
If you are connecting the terminal to your ECR using a USB cable:
Continue the overview setup procedure at step 4 (on page 8 in this guide).
Configuring the terminal-to-ECR communication parameters
Enable for Ethernet connection to ECR
1. Press the key twice, key in 52, and press the green key.
2. Scroll down to ETHERNET, and press the green key.
3. When the TERMINAL SETUP menu appears, press the red key twice.
Note: The terminal will automatically use the static IP values that you configured as instructed in the Setting
Up Your Terminal section of the Moneris iCT250 Reference Guide.
4. Wait for the REINITIALIZATION REQUIRED screen to appear.
5. Continue the overview setup procedure at step 6 (on page 6 in this guide).
Enable for RS232 serial connection to ECR
1. Press the key twice, key in 52, and press the green key.
2. Press the green key to select RS232.
3. Scroll to the appropriate baud rate value, and press the green key.
Note: The default setting is 19200. If necessary, select the baud rate that is supported by your ECR hardware.
4. Wait for the REINITIALIZATION REQUIRED screen to appear.
5. Continue the overview setup procedure at step 6 (on page 7 in this guide).

Moneris® iCT250 Semi-Integrated Reference Guide 13
Enable for USB connection to ECR
1. Press the key twice, key in 52, and press the green key.
2. Scroll up to USB, and press the green key.
3. Scroll to the appropriate baud rate value, and press the green key.
Note: The default setting is 19200. If necessary, select the baud rate that is supported by your ECR hardware.
4. Wait for the REINITIALIZATION REQUIRED screen to appear.
5. Continue the overview setup procedure at step 6 (on page 8 in this guide).
Enabling cash transaction receipt printing from the terminal
1. Press the key twice, key in 14, and press the green key.
2. Scroll up to ECR CASH TRANS, and press the green key.
3. When ACCEPT CASH TRANS FROM ECR? appears, press the key to select YES.
4. Press the red key twice to return to the WELCOME/BONJOUR screen.

Moneris® iCT250 Semi-Integrated Reference Guide 14
In this section, we go over everything you need to
know to use your Moneris iCT250 terminal in
semi-integrated mode, including how to perform
transactions and end-of-day processes.
Using Your Terminal
Using
Your
Terminal

Moneris® iCT250 Semi-Integrated Reference Guide 15
Performing debit/credit and cash transactions in
Semi-Integrated mode
Financial transactions: debit, credit, and cash
Transaction
debit/credit
cash
Purchase
see page 16 in this guide
see page 17 in this guide
Refund
see page 17 in this guide
see page 18 in this guide
Void
see page 19 in this guide
not supported
Balance Inquiry (for pre-paid credit cards)
see page 20 in this guide1
not supported
Pre-Authorization
see page 20 in this guide1
not supported
Advice (Pre-Auth Completion)
seepage 21 in this guide1
not supported
Force Post
seepage 22 in this guide1
not supported
1This is a credit card only transaction; debit cards are not supported.
Pre-paid credit cards
Pre-paid credit cards are issued by Visa, MasterCard, and other credit card companies. These cards are loaded
with a pre-defined value and can be used to pay for all or part of a purchase.
Partially approved Purchase
A Partial Approval of a purchase transaction occurs when a cardholder pays for a purchase with a pre-paid credit
card but the value on the pre-paid card is less than the purchase amount.
The amount on the pre-paid card is approved, i.e. part of the total purchase amount is approved. Prompts are
displayed indicating how much of the purchase amount is still owed (e.g. AMOUNT DUE $5.00). That amount can
then be paid by another tender type, e.g. a credit or debit card.
Transaction reports
All reports must be printed from the terminal regardless of where receipts are printed. Refer to Reports in the
Using Your Terminal section of the Moneris iCT250 Reference Guide. Cash transactions do not appear on
terminal reports.
Admin functions
All admin functions must be started on the terminal regardless of where receipts are printed. Refer to Admin
functions in the Using Your Terminal section of the Moneris iCT250 Reference Guide.
End-of-day processes
The close batch transaction must be started on the ECR regardless of where receipts are printed (see page 36 in
this guide). Cash transactions are not included as part of the batch.

Moneris® iCT250 Semi-Integrated Reference Guide 16
General guidelines during a debit/credit or cash transaction
Note: To cancel a transaction in progress, press the red key on the terminal.
1. Before beginning a transaction, ensure that the WELCOME/BONJOUR screen is displayed on the terminal.
2. Determine the transaction to be processed (e.g., purchase or refund).
3. Start the transaction from your ECR, and send the transaction request.
Note: The transaction types, tender types, and data fields on your ECR may have different names than those
used in this guide.
4. Continue the transaction on the terminal if prompted.
5. Process any transaction receipts that are printed.
6. If the Moneris Loyalty program is enabled on your terminal, you will be prompted to enter a loyalty card (on
the terminal).
Purchase with debit/credit card
Debit or credit purchase of goods or services. When processing a partial approval purchase (see page 15 in this
guide), use the pre-paid credit card(s) first, followed by another tender type such as a regular debit/credit card
or cash.
1. Start the transaction from your ECR
a. Select the purchase transaction type.
b. Select the debit/credit tender type.
c. If required, enter the following data:
clerk ID
invoice number
d. Enter the transaction amount.
e. Send the transaction request.
2. Continue the transaction on your iCT250 terminal
a. Wait for one of the following prompts to appear, and then enter the required data on the terminal.
(Refer to Transactions in the Using Your Terminal section of the Moneris iCT250 Reference Guide. If tip
entry is enabled, follow the prompts in the table entitled Merchant prompts: Purchase with tip entry
enabled. If tip entry is disabled, follow the prompts in the table entitled Merchant prompts:
Purchases/Pre-Auths/Refunds/Voids):
ENTER CLERK ID
ENTER INVOICE NO
SWIPE CARD or SWIPE OR INSERT CARD or SWIPE/INSERT/TAP CARD
3. Process the transaction receipts
If your ECR is configured to print receipts, see page 23 in this semi-integration guide.

Moneris® iCT250 Semi-Integrated Reference Guide 17
Purchase with cash
Cash purchase of goods or services.
1. Start the transaction from your ECR
a. Select the purchase transaction type.
b. Select the cash tender type.
c. If required, enter the following data:
clerk ID
invoice number
d. Enter the transaction amount.
e. Send the transaction request.
2. Process the transaction receipts
If your ECR is configured to print receipts, see page 23 in this semi-integration guide.
If your terminal is configured to print receipts:
a. Wait for the terminal to print the Merchant copy.
b. Press the green key to print the Cardholder copy.
Refund with debit/credit card
Credit a customer’s account.
1. Start the transaction from your ECR
a. Select the refund transaction type.
b. Select the debit/credit tender type.
c. If required, enter the following data:
clerk ID
invoice number (found on the original debit/credit purchase receipt)
authorization number (found on the original debit/credit purchase receipt)
d. Enter the transaction amount.
Note: To refund a partially approved purchase, use the TOTAL PAID amount on the Partial Approval
receipt.
e. Send the transaction request.
2. Continue the transaction on the iCT250 terminal
a. If SWIPE ADMIN CARD appears, swipe your POS Admin card.
b. Wait for one of the following prompts to appear, and then enter the required data on the terminal.
(Refer to the prompts in the table entitled Merchant prompts: Purchases/Pre-Auths/Refunds/Voids
located in the Using Your Terminal section of the Moneris iCT250 Reference Guide):

Moneris® iCT250 Semi-Integrated Reference Guide 18
ENTER CLERK ID
ENTER INVOICE NO
ENTER ORIGINAL AUTHORIZATION #
SWIPE CARD or SWIPE OR INSERT CARD or SWIPE/INSERT/TAP CARD
3. Process the transaction receipts
If your ECR is configured to print receipts, see page 23 in this semi-integration guide.
Refund with cash
Reverse a cash purchase of goods or services.
1. Start the transaction from your ECR
a. Select the refund transaction type.
b. Select the cash tender type.
c. If required, enter the following data:
clerk ID
invoice number
d. Enter the transaction amount.
e. Send the transaction request.
2. Process the transaction receipts
If your ECR is configured to print receipts, see page 23 in this semi-integration guide.
If your terminal is configured to print receipts:
a. Wait for the Merchant copy receipt to print from the terminal.
b. Press the green key to print the Cardholder copy receipt.