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.