Moneris Mobile 8100 User manual

Moneris Mobile 8100
MERCHANT OPERATING MANUAL
Software Version 1.0x
Date: August 18, 2005
Document Version: 1.01

Copyright © Moneris Solutions, 2005
All rights reserved. No part of this publication may be reproduced, stored in retrieval system, or
transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or
otherwise, without the prior written permission of Moneris Solutions.

Moneris Mobile 8100 Merchant Operating Manual v1.01 i
Table of Contents
CHAPTER 1: Getting Started 1
Setting Up Your Terminal 1
Terminal Package Contents 2
Loading Paper 3
Setting Up the Slow Charging Base 4
CHAPTER 2: About Your Terminal 5
Terminal Components 5
Keypad 6
Display Screen 7
Navigation Button 7
Magnetic Stripe Card Reader 7
SmartCard Reader 7
Printer 7
RF Modem 8
Battery Pack 8
Charging Base 9
Power Adaptor 9
Equipment Care and Cleaning 10
Battery Care and Handling 10
CHAPTER 3: Features and Procedures 11
Features 11
Backlighting on the Display and Keypad 11
Invoice Number Entry 11
Multiple Terminal Reporting 11
Training Mode 11
Balance Prompt on Batch Close 12
Password Protection 12
Tip Entry by Cardholder on the Terminal 12
Tip Line Printed on Pre-Authorization Receipts 12
Signature Line on Credit Card Transaction Receipts 12
Procedures 13
Debit Cardholder Disputes 13
CODE 10 Authorization 13
Securing Your Terminal 13
Stored Credit & Debit Transactions 13

Table of Contents
ii Moneris Mobile 8100 Merchant Operating Manual v1.01
CHAPTER 4: Operating Your Terminal 15
Charging the Battery 15
Powering Up the Terminal 15
Powering Off the Terminal - ADMIN 00 15
Understanding the Wireless Signal Status Symbols 16
Selecting Display Language - ADMIN F1 17
Reprinting Transactions 18
ADMIN F2 18
Select REPRINT 18
Navigating the Menus 19
Idle Prompt 19
Pre-Auth Menu 20
Correction Menu 20
Correcting Data Entry Errors 20
CHAPTER 5: Configuring Your Terminal 21
Terminal Configuration - ADMIN 08 21
PPP Configuration - ADMIN 45 23
Multiple Terminal Setup – ADMIN 80 25
Enable Multi-terminal Transactions 25
Managing Terminal Names 26
Print Configuration Parameters – ADMIN 16 26
CHAPTER 6: Administrative Functions 27
Accessing Admin Functions 27
Initialization – ADMIN 01 28
First Initialization 28
Re-Initialization 29
Logon – ADMIN 02 29
Logoff – ADMIN 03 30
Training Mode – ADMIN 05 30
To Enter Training Mode 31
To Exit Training Mode 31
Change Password – ADMIN 12 32
Printing a Help List – ADMIN 40 32
RF Status - ADMIN 44 33
Print Stored Transactions - ADMIN 60 34
Transaction Inquiry – ADMIN 66 35
Search Criteria Codes 36
Displayed Transactions 37

Moneris Mobile 8100 Merchant Operating Manual v1.01 iii
Table of Contents
CHAPTER 7: Processing Credit Card Transactions 39
Purchase 40
Purchase Correction 41
Refund 42
Refund Correction 43
Pre-Authorization 44
Pre-Authorization Completion (Advice)
from the SAME BATCH 45
Pre-Authorization Completion (Advice)
from a PREVIOUS BATCH 46
Purchase with Tip Entry 48
Manual Entry of a Credit Card for Purchase 49
CHAPTER 8: Processing Debit Card Transactions 51
Purchase 52
Purchase Correction 53
Refund 55
Refund Correction 57
Debit Purchase with Tip Entry 59
CHAPTER 9: Balancing and Closing Your Terminal 61
Deposit Totals Inquiry - ADMIN 77 61
Close Batch and Balance 62
Verifying Batch Balances – ADMIN 99 then F3 62
Close Batch – ADMIN 99 then F1 63
Multiple Terminal Reporting - ADMIN 85 64
APPENDIX A: Troubleshooting 67
Support and Contact Information 67
Additional Documentation 67
Purchase Back-up Procedures 68
Terminal Problems 68
Customer Card Problem 68
Printer Problems 69
Battery Voltage Status 69
Error Messages 70
Hardware Problems 75
Index 77

Table of Contents
iv Moneris Mobile 8100 Merchant Operating Manual v1.01

Moneris Mobile 8100 Merchant Operating Manual v1.01 1
CHAPTER 1: Getting Started
This guide explains how to use the terminal’s transaction processing features and
provides information on how to configure the terminal operating features such as
the modem and backlighting options and the debit and credit transaction func-
tions. It also explains how to run close batch and balance reports.
1.1: Setting Up Your Terminal
Before you can begin using your Mobile 8100 terminal, you will need to:
1. Unpack your terminal and confirm that all items listed in Section 1.2: Termi-
nal Package Contents are there.
2. Load paper into the terminal’s paper well.
See Section 1.3: Loading Paper for instructions.
3. Set up the charging base and fully charge the terminal’s battery.
See section 1.4: Setting Up the Slow Charging Base and 4.1: Charging the
Battery for instructions.
IMPORTANT: The battery must be FULLY charged before using the
terminal for the first time.
4. Take the terminal off the base.
5. If the terminal is not already on, turn it on by pressing OK. The terminal will
display TERMINAL SETUP REQUIRED.
6. Change the password.
See Section 6.6: Change Password – ADMIN 12.
IMPORTANT: The terminal will not accept any transaction or
ADMIN function until the default password is
changed. If an attempt is made to process a
transaction, the terminal will display the following error
message TRANSACTION NOT ALLOWED.
7. Configure the terminal options.
See Section 5.1: Terminal Configuration - ADMIN 08.
8. Configure the communications.
See Section 5.2: PPP Configuration - ADMIN 45.
9. Initialize the terminal.
See Section 6.2: Initialization – ADMIN 01.
10. Perform a Log On transaction.
See Section 6.3: Logon – ADMIN 02.
Refer to CHAPTER 4: Operating Your Terminal for information on operating the
Mobile 8100 and navigating the menus.
Refer to CHAPTER 7: Processing Credit Card Transactions and CHAPTER 8:
Processing Debit Card Transactions for instructions on performing financial
transactions.

Getting Started
2 Moneris Mobile 8100 Merchant Operating Manual v1.01
1.2: Terminal Package Contents
The following items should be included in the package your terminal arrived in.
Note: Call the Moneris Help Desk to purchase additional stationary
including paper rolls, replacement batteries, etc.
QUANTITY ITEM
1Mobile 8100 terminal
2 Removable Battery pack
2 Thermal paper roll
1 Slow Charging Base
1 AC Power adaptor
1 Carrying case/holster
1Mobile 8100 Quick Reference Guide
(For additional copies,
go to www.moneris.com\merchant\qrguides
and click on “Mobile 8100”.)

Moneris Mobile 8100 Merchant Operating Manual v1.01 3
Getting Started
1.3: Loading Paper
Do not wait until the paper roll is empty to load a new roll. When the red stripe
first appears on printout paper, replace the paper roll.
Note: Call the Moneris Help Desk to purchase paper rolls.
Refer to Figure 1.1: Loading Paper in the Mobile 8100 to view the open paper
compartment.
Figure 1.1: Loading Paper in the Mobile 8100
A. Paper Compartment
Cover
B. Paper Load Lever
C. Leading Edge of Paper at
Cutter bar
D. Paper Roller Release
Lever
To load a new paper roll into the Mobile 8100 paper compartment:
1. Open the paper compartment cover (A) by grasping the black cover on either
side of the cutter bar (C) and pulling upwards.
2. Disengage the friction roller by pulling the paper load lever (B) towards the
front of the terminal.
3. Release the paper roll by pressing the release lever (D) on the right hand side.
4. Remove the paper roll.
5. Place the new paper roll in the black printer cover (A) (this makes it easier to
feed the paper under the roller) with the leading edge feeding from the bottom
of the roll toward the front of the terminal.
6. Feed the leading edge of the paper under the paper roller (underneath (C), not
visible on the diagram) until the paper comes out the top of the roller. Pull
gently on the end of the paper to ensure it is straight in the roller.
7. Re-engage the paper roller by moving the paper load lever (B) towards the
back of the terminal until it clicks.
8. Place the new paper roll in the paper well by pressing the release lever (D)
and sliding the paper roll onto the left-hand spindle (the spindles will click
back in place) then releasing the lever (D).
9. Close the cover (A).
10. Test the operation of the printer by pressing the paper feed key ( ).
A.
B.
C.
D.

Getting Started
4 Moneris Mobile 8100 Merchant Operating Manual v1.01
1.4: Setting Up the Slow Charging Base
Figure 1.2: Ports on the back of the Mobile 8100 Charging Base
A. B. C.
Phone RS232 AC Power
Line Port Jack
1. Connect the power adaptor provided in the Mobile 8100 package to the AC
Power Jack marked with a a(lightning bolt, see item C. on Figure 1.2: Ports
on the back of the Mobile 8100 Charging Base) on the back of the charging
base.
WARNING: You must use the exact AC power adaptor and
cable provided with the terminal 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. Many adapters appear similar and will
plug into the terminal but will not work properly.
2. Plug the other end of the power adaptor into a wall jack.
After unpacking it is important to provide an initial charge to the battery. This is
required for the battery pack to reach full capacity quickly. See Section 4.1:
Charging the Battery for instructions.
Refer to Section 2.1.8: Battery Pack for additional information on battery use and
care.

Moneris Mobile 8100 Merchant Operating Manual v1.01 5
CHAPTER 2: About Your Terminal
The Mobile 8100 is a fully self-contained wireless terminal with an integrated
printer. The terminal communicates with Moneris using a RF data network. This
network is similar to that used for mobile phones except that it is for data only.
The terminal can be set-up to accept and process credit and debit transactions
including:
•VISA
• MasterCard
• American Express (AMEX)
• Diners Club/enRoute
• Interac Direct Payment/Debit cards
Note: If you accept Debit cards, your terminal acts as a PINPad.
2.1: Terminal Components
Figure 2.1: The Mobile 8100 Terminal
A. Alphanumeric Keys
B. Function Keys
C. Display Screen
D. Magnetic Stripe
Reader
E. Paper Print-out
F. Paper Compartment
G. CAN/ANN Key
H. CORR Key
I. OK/ENTER/ENTREE
Key
J. ADMIN Key
K. Paper Feed Key
Not visible:
Navigation button
Battery pack
A.
B.
C.
D.
E. F.
G.
H.
I.
J.
K.

About Your Terminal
6 Moneris Mobile 8100 Merchant Operating Manual v1.01
2.1.1: Keypad
The keypad has 18 keys described below, with backlighting:
KEY ITEM # ON
Figure 2.1: EXPLANATION
ALPHANUMERIC
KEYS
A These keys allow you to enter:
• a numeric response to a prompt. The
decimal automatically inserts on dollar
amount entered.
Example: $145.27 – enter 14527
• alphabetic characters. Press the num-
ber key containing the character then
press the ADMIN key until the desired
letter/character is displayed.
F1, F2, F3 B Use these keys to:
• select the function displayed on the
screen above the key.
• scroll down, up or sideways when addi-
tional information is available.
CAN/ANN G This red key:
• cancels the current transaction or
report and returns the terminal to the
idle prompt.
CORR H This yellow key will either clear:
• the entire currently displayed value OR
• one character at a time of a value that
has just been keyed in
OK
ENTER
ENTREE
I This green key allows you to:
• confirm user-entered data
• confirm default data
• select a menu item
Referred to in this document as OK.
ADMIN J This blue key allows you to:
• access administrative functions
• select alphabetic and punctuation
characters from the keyboard.
(Paper Feed)
K This blue key advances 20mm of paper
through the integrated printer.

Moneris Mobile 8100 Merchant Operating Manual v1.01 7
About Your Terminal
2.1.2: Display Screen
The display screen (item C. on Figure 2.1: The Mobile 8100 Terminal) has a 4 line
x 16 character LCD graphic display, with backlighting.
2.1.3: Navigation Button
Located on the left side of the terminal, the navigation button allows you to move
through menus and select options.
2.1.4: Magnetic Stripe Card Reader
Your terminal is equipped with a bi-directional magnetic stripe reader located
immediately above the display (item D. on Figure 2.1: The Mobile 8100 Termi-
nal). The magnetic stripe on the card should face down and to the rear of the ter-
minal. The card should be swiped at uniform speed and pressure, ensuring that the
card remains in contact with the bottom of the track throughout the entire swipe
action.
2.1.5: SmartCard Reader
Your terminal is equipped with a SmartCard reader slot at the front of the terminal
for future use.
2.1.6: Printer
The built-in-printer (located under item F. on Figure 2.1: The Mobile 8100 Termi-
nal) is a high-speed (6 lines per second) thermal printer that can print graphics and
provides the following:
• Multiple receipts: One receipt is always printed. Follow the prompts to print a
second copy. If you print more than one copy, the first copy is for your
records, the second copy is the cardholder copy, the third copy is a duplicate
cardholder copy.
• Reports of transactions, totals, etc.
IMPORTANT: Retain your copy of all approved Credit and Debit card
receipts for one year.
See section 1.3: Loading Paper for instructions on loading paper into the printer.
PRESS THE
NAVIGATION BUTTON... RESULT ACTS LIKE PRESSING:
towards the front of the terminal option displayed above
F1 is selected
F1 
towards the back of the terminal option displayed above
F2 is selected
F2 
straight in displays the next menu
(i.e. the option displayed
above F3 is selected.)
F3 

About Your Terminal
8 Moneris Mobile 8100 Merchant Operating Manual v1.01
2.1.7: RF Modem
The terminal is equipped with a 1xRTT modem for exchanging data over a 1xRTT
wireless network.
2.1.8: Battery Pack
The Mobile 8100 is powered by a removable Ni-MH (Nickel Metal-Hydride)
battery. The battery pack is accessed from the bottom of the terminal.
Note: Call the Moneris Help Desk to purchase additional batteries.
Under normal conditions of use:
• after a full charge the terminal is expected to provide 50 or more transactions
before a recharge is required.
• the full charge time is 16 hours
Under exceptional conditions of use:
• the terminal has a “reserve” capacity that can be used in the event that more
transactions are needed after the battery needs recharging (i.e. the printer
begins slowing down).
Note: The print time for a transaction processed using “reserve” capacity
will be significantly longer.
• After extended use of the “reserve” capacity, the terminal will require addi-
tional charge time
• If the terminal has been inactive a number of weeks it may require another 16-
hour initial charge.
Battery Voltage Status
When the battery voltage:
• is becoming low, the printer slows down
• becomes low, the “battery low” sign is displayed
• becomes very low, the “battery low” sign flashes and the terminal double-
beeps
Tips for Conserving Battery Voltage
• Configure the Power Off Time (see section 5.1: Terminal Configuration -
ADMIN 08) to set the amount of time that the terminal will remain idle before
automatically powering off (while powered by the battery) in order to con-
serve battery power.
Note: The terminal will not power off when it is on the charging base.
• If you know you will not be using the terminal for a period of time longer than
the power-off time, use ADMIN 00 to turn the terminal off and conserve bat-
tery power.

Moneris Mobile 8100 Merchant Operating Manual v1.01 9
About Your Terminal
2.1.9: Charging Base
Figure 2.2: The Mobile 8100 Charging Base
The battery charging base has a green LED that lights up when the battery is on
the base and being charged.
See section 1.4: Setting Up the Slow Charging Base for instructions on setting up
the slow charging base and section 4.1: Charging the Battery for instructions on
using it.
There are two charging bases available for the Mobile 8100:
• Slow charging base
• Vehicle charging base
Slow Charging Base
This base takes approximately 16 hours to fully charge the Mobile 8100 battery,
however it can be used to maintain the charge of the battery in between processing
transactions. It receives power from a regular wall jack using the power adaptor
provided.
Vehicle Charging Base
This is also a slow charging base, however this base must receive power from a
12VDC vehicle battery (i.e. hardwired into the vehicle’s battery) or through a cig-
arette lighter power adaptor.
2.1.10: Power Adaptor
The power adapter is used to provide power to the Slow Charging Base.
Use only the power adaptor supplied with your Mobile 8100 charging base.
Many adaptors look similar and will connect to the Mobile 8100 charging base,
but will not work properly. The wrong adaptor can cause unpredictable behaviour,
poor charging and possibly damage to the base, battery and terminal.

About Your Terminal
10 Moneris Mobile 8100 Merchant Operating Manual v1.01
2.2: Equipment Care and Cleaning
• Clean the terminal with a soft cloth moistened with a mild detergent solution.
• Never spray cleaning solution directly onto the terminal as drips may enter the
unit.
• Do not use Isopropyl Alcohol based cleaning products.
• Avoid spilling or spraying liquids on components.
• Do not expose components to adverse temperatures (below 5° or above 40° C)
or other environmental conditions such as rain and snow.
• It is recommended that merchants obtain their POS stationery and paper rolls
from Moneris to ensure that these supplies comply with the applicable specifi-
cations. Contact the Moneris Help Desk to obtain additional supplies for your
terminal.
• For equipment failure contact the Moneris Help Desk (see page A.3.1: Termi-
nal Problems).
• Any additional hardware accessories must be approved by the manufacturer
of the terminal.
• You are responsible for any loss or damage to a terminal including fire, theft,
breakage due to carelessness etc.
IMPORTANT: Misuse of equipment could result in replacement
liability. Please refer to your terminal lease agreement.
2.2.1: Battery Care and Handling
• Keep batteries out of the reach of children.
• Do not heat or throw batteries in a fire.
• Do not use in an airtight box.
• Do not use the battery or try to fix it if it is damaged or is leaking liquid.

Moneris Mobile 8100 Merchant Operating Manual v1.01 11
CHAPTER 3: Features and Procedures
3.1: Features
These features relate to the operation of the Mobile 8100 terminal.
• Backlighting on display and keypad
• Invoice Number entry
• Multiple Terminal Reporting
• Training Mode
• Balance Prompt during Close Batch
• Password Protection
These functions relate specifically to credit and debit transactions.
• Tip Entry by the cardholder on the terminal
• Tip Line printed on Pre-authorization receipts
• Signature Line on Credit Card Transactions
3.1.1: Backlighting on the Display and Keypad
This option allows for illumination of the display and keypad for use in low light
conditions.
IMPORTANT: Using the backlight when operating on battery power
reduces the number of transactions the terminal can
perform per battery charge.
3.1.2: Invoice Number Entry
This feature prompts the operator to enter an invoice number with every Credit
and Debit card transaction. Any number used to reference individual transactions
can be entered (e.g. invoice, sales order or purchase order number). The number
entered will be printed on the receipt. If this feature is activated, the prompt
appears for every transaction but can be bypassed by pressing OK.
3.1.3: Multiple Terminal Reporting
This features allows you to manage end-of-day processes, including Batch Totals
and Close Batch for a number of terminals from one terminal.
Each terminal must be setup with a terminal name created using 1 to 6 numbers or
letters. The same terminal name cannot be used on more than one terminal. You
can identify up to 100 different terminal names (this would require 100 different
terminals) for each Moneris Merchant ID.
3.1.4: Training Mode
The Mobile 8100 terminal is able to simulate financial transactions in “TRAIN-
ING MODE”. Transactions processed in training mode will NOT affect your cus-

Features and Procedures
12 Moneris Mobile 8100 Merchant Operating Manual v1.01
tomer’s accounts or your business accounts. Financial settlement does NOT occur
for transactions processed while your terminal is in training mode.
3.1.5: Balance Prompt on Batch Close
This enables the Balanced? prompt during the batch close process and prints
the balance status on the Batch Balance Report. Responding “Yes” to this prompt
flags a closed batch transaction with an “Out of Balance” condition if there is a
discrepancy between the terminal totals and the Moneris Host totals.
Note: This is for in-store reporting purposes only.
3.1.6: Password Protection
For security purposes, the Mobile 8100 terminal can be password protected to
restrict access to all transactions, configuration and reporting functions.
Moneris recommends that password protection be enabled to help prevent unau-
thorized use of the terminal.
3.1.7: Tip Entry by Cardholder on the Terminal
This function enables the cardholder to key in a tip amount on the Mobile 8100
keypad during debit and credit transactions. During a purchase transaction the
cardholder is prompted to enter a tip amount ($0.00 is a valid amount) after
accepting the original amount. The customer receipt includes the subtotal amount,
tip amount and total amount. This function eliminates the need to process Pre-
Authorizations followed by Advices (Pre-Auth Completions) for tip values on
credit card transactions.
3.1.8: Tip Line Printed on Pre-Authorization Receipts
The features adds a tip line to the printed pre-authorization receipt for credit card
purchase transactions.
Note: If Tip Entry is enabled, typically this is disabled because the tip amount
is entered on the terminal by the cardholder during the transaction.
3.1.9: Signature Line on Credit Card Transaction Receipts
This feature allows you to control whether the signature line will be printed on
receipts for all Credit card transactions.
If enabled, the signature line is printed:
• on the merchant copy of purchase and refund correction receipts
• on the cardholder copy of refund and purchase correction receipts.
IMPORTANT: Merchants that process transactions in “card present”
environments must enable the signature line and have
the appropriate signature on the receipt.

Moneris Mobile 8100 Merchant Operating Manual v1.01 13
Features and Procedures
3.2: Procedures
• Debit Cardholder Disputes.
• Code 10 Authorization.
• Securing Your Terminal.
• Stored Credit and Debit Transactions.
3.2.1: Debit Cardholder Disputes
Merchants should not attempt to resolve or compensate Debit cardholder disputed
transactions. Direct the cardholder to their financial institution.
3.2.2: CODE 10 Authorization
If you feel that a customer, card or transaction is suspicious and needs investigat-
ing call the credit card authorization centre and ask for a Code 10. This will imme-
diately alert the operator without alarming your customer. The operator will ask
you some “YES/NO” questions and then provide instructions. Here are some
examples of situations in which you would call for a Code 10.
• If the signature on the card and the signature on the POS receipt do not seem
to match.
• If the card has been tampered with.
• If the name on the card is inconsistent with the person’s gender.
• If the customer is purchasing an unusual number of expensive items.
• If the customer’s purchases seem randomly selected, with little regard for
size, quality or value.
• If the customer seems nervous, or signs slowly with uncertainty.
3.2.3: Securing Your Terminal
To minimize the risk of unauthorized transactions being processed through your
terminal use a password and log the terminal off at the end of each business day.
• While configuring your terminal, enable a password that must be entered in
order to begin any transaction or report. This will help prevent unauthorized
operators from using the terminal.
• At the end of each business day, log the terminal OFF (after performing a
CLOSE BATCH transaction). See Section 6.4: Logoff – ADMIN 03 for
instructions. At the start of the next business day, log your terminal back on.
See section 6.3: Logon – ADMIN 02 for instructions.
3.2.4: Stored Credit & Debit Transactions
Your Mobile 8100 terminal can store 500 APPROVED Credit and Debit transac-
tion records. When the terminal memory reaches capacity, the oldest transaction
will be replaced by the newest transaction. If your terminal is replaced, the mem-
ory cannot be transferred to the replacement terminal and is therefore lost.

Features and Procedures
14 Moneris Mobile 8100 Merchant Operating Manual v1.01