Moneris mobile 8200 User manual

Moneris Mobile 8200
OPERATING MANUAL
Software Version 7.53
Documentation v1.2.1
Documentation Date: July 4, 2013

® MONERIS, MONERIS & Design, MONERIS SOLUTIONS & Design, and MERCHANT DIRECT are
registered trade-marks of Moneris Solutions Corporation. All other marks or registered trade-marks are the property
of their respective owners.
Copyright – © 2013 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.
This manual is 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 manual.
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 manual in terms of their correctness, accuracy, reliability or otherwise.
Your Gift card processing is governed by your Moneris Gift Program Agreement with Moneris.
Your Loyalty card processing is governed by your Moneris Loyalty Program Agreement with Moneris.
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, your Moneris Discover Merchant Agreement
and/or your Moneris INTERAC Merchant 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/manuals .

Moneris Mobile 8200 Operating Manual i
Table of Contents
1INTRODUCTION...............................................................................................................................................1
1.1 WHAT'S NEW IN V7.53....................................................................................................................................1
1.2 GETTING STARTED .........................................................................................................................................1
1.3 LEARNING ABOUT THE TERMINAL..................................................................................................................1
1.4 CARING FOR YOUR MONERIS HARDWARE ......................................................................................................1
1.4.1 Caring for the Terminal.........................................................................................................................2
1.4.2 Caring for the Battery............................................................................................................................2
1.4.3 Caring for the Base................................................................................................................................2
2FEATURES AND PROCEDURES....................................................................................................................3
2.1 STANDARD FEATURES....................................................................................................................................3
2.1.1 Backlight................................................................................................................................................3
2.1.2 Card Number Masking...........................................................................................................................3
2.1.3 Communications Status..........................................................................................................................4
2.1.4 The Menu Feature..................................................................................................................................5
2.1.5 Admin Codes........................................................................................................................................13
2.1.6 Stored Transactions.............................................................................................................................17
2.1.7 Training Mode.....................................................................................................................................18
2.1.8 Wireless Communication on the Mobile 8200.....................................................................................18
2.1.9 Stand-by Mode.....................................................................................................................................18
2.2 OPTIONAL FEATURES ...................................................................................................................................18
2.2.1 Balanced Prompt.................................................................................................................................19
2.2.2 Cashback .............................................................................................................................................19
2.2.3 Cheque Authorization..........................................................................................................................19
2.2.4 Using a Chip Card on the Mobile 8200...............................................................................................19
2.2.5 Clerk Subtotalling................................................................................................................................21
2.2.6 Clerk IDs..............................................................................................................................................21
2.2.7 Corporate Cards..................................................................................................................................22
2.2.8 Credit-Only Processing .......................................................................................................................22
2.2.9 Dial Backup Communications for Ethernet.........................................................................................22
2.2.10 Declined Beep......................................................................................................................................22
2.2.11 Invoice Number Prompt.......................................................................................................................22
2.2.12 Loyalty/Gift Programs.........................................................................................................................22
2.2.13 MOTO Transactions............................................................................................................................23
2.2.14 Multi-Terminal Reporting....................................................................................................................23
2.2.15 Personalized Message on Receipts......................................................................................................24
2.2.16 Pre-Authorization as the Default Transaction.....................................................................................24
2.2.17 Private Label Cards.............................................................................................................................24
2.2.18 The Air Miles Rewards Program.........................................................................................................24
2.2.19 Signatureless Transactions: Credit Cards...........................................................................................25
2.2.20 Terminal Names...................................................................................................................................26
2.2.21 Tip Entry by Cardholder......................................................................................................................26

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ii Moneris Mobile 8200 Operating Manual
2.2.22 Tip Line on Pre-Authorization Receipts...............................................................................................27
2.2.23 Tip Percentage.....................................................................................................................................27
2.2.24 Tip Reporting.......................................................................................................................................27
2.3 STANDARD PROCEDURES .............................................................................................................................27
2.3.1 Powering Up the Mobile 8200.............................................................................................................28
2.3.2 Powering Down the Mobile 8200........................................................................................................28
2.3.3 Attaching the Battery...........................................................................................................................28
2.3.4 Removing the Battery...........................................................................................................................29
2.3.5 Charging the Battery ...........................................................................................................................29
2.3.6 Battery Charging Status.......................................................................................................................30
2.3.7 Battery Charge Level...........................................................................................................................30
2.3.8 Battery Management Tips....................................................................................................................31
2.3.9 Bilingual Displays and Receipts..........................................................................................................31
2.3.10 Changing the Display Language .........................................................................................................32
2.3.11 Taking a Manual Imprint of a Card.....................................................................................................32
2.3.12 Cancelling a Transaction.....................................................................................................................33
2.3.13 Cancelling a Report.............................................................................................................................33
2.3.14 Reprinting a Receipt or Report............................................................................................................33
2.3.15 The Reprint Function...........................................................................................................................34
2.3.16 Disputed Debit Transactions ...............................................................................................................35
2.3.17 PAN Fraud Check................................................................................................................................35
2.3.18 Code 10 Authorization.........................................................................................................................35
2.3.19 Terminal Security.................................................................................................................................35
2.3.20 POS Admin card..................................................................................................................................36
2.3.21 Entering Alphabetic Characters and Punctuation...............................................................................37
2.3.22 Entering the Clerk ID ..........................................................................................................................38
2.3.23 Entering the Invoice Number...............................................................................................................38
2.3.24 Entering Original Amount and Tip......................................................................................................38
2.3.25 Deleting a Pre-Auth from the Pre-Authorization Advice List..............................................................39
2.3.26 Entering the Promo Code....................................................................................................................39
2.3.27 Finding the Original Sequence Number ..............................................................................................39
2.3.28 Transaction with MOTO Enabled........................................................................................................39
2.3.29 Enter Reporting Data for Transaction with Purchasing Card ............................................................40
2.3.30 Cardholder Prompts............................................................................................................................40
3THE MONERIS MOBILE 8200 HARDWARE .............................................................................................47
3.1 SETTING UP THE HARDWARE........................................................................................................................47
3.2 SELECTING THE BASE LOCATION .................................................................................................................48
3.2.1 Base Location Considerations.............................................................................................................48
3.2.2 Ensure a base is placed:......................................................................................................................48
3.2.3 Protect a base from: ............................................................................................................................48
3.2.4 Do not place a base near:....................................................................................................................49
3.2.5 Sample Floor plans..............................................................................................................................49
3.2.6 Center-Obstruction Floor Plan............................................................................................................49
3.2.7 Indoor/Outdoor Floor plan..................................................................................................................49

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Moneris Mobile 8200 Operating Manual iii
3.2.8 L-Shaped Floor plan............................................................................................................................50
3.2.9 Multi-Level Floor plan.........................................................................................................................50
3.2.10 Testing the Wireless Communications.................................................................................................50
3.3 REGISTERING THE HANDHELD TO A BASE ....................................................................................................50
3.3.1 Communications Base ID ....................................................................................................................51
3.4 THE HANDHELD TERMINAL..........................................................................................................................52
3.5 THE INTEGRATED PRINTER...........................................................................................................................52
3.6 THE DISPLAY................................................................................................................................................53
3.6.1 The READY Screen..............................................................................................................................53
3.6.2 The TRAINING Screen.........................................................................................................................53
3.6.3 The Credit-Only READY Screen..........................................................................................................53
3.6.4 The Pre-Auth READY Screen...............................................................................................................54
3.7 THE TERMINAL KEYPAD ..............................................................................................................................54
3.8 THE MAGNETIC STRIPE READER ..................................................................................................................55
3.9 THE CHIP CARD READER ON THE TERMINAL................................................................................................56
3.10 THE BATTERY ..............................................................................................................................................57
3.10.1 Identifying Battery Types.....................................................................................................................57
3.11 THE COMMUNICATIONS BASE ......................................................................................................................58
3.12 THE CHARGE-ONLY BASE............................................................................................................................59
3.13 THE LED ON THE BASE ................................................................................................................................60
3.13.1 LED States on the Communications Base............................................................................................61
3.14 THE CABLES.................................................................................................................................................62
3.14.1 The Power Cable .................................................................................................................................62
3.14.2 Installing the Power Cable..................................................................................................................62
3.14.3 Dial Communications Cable................................................................................................................63
3.14.4 Ethernet Communications Cable.........................................................................................................63
4CONFIGURING YOUR TERMINAL ............................................................................................................65
4.1 CONFIGURING COMMUNICATIONS................................................................................................................65
4.1.1 Configuring Dial Communications......................................................................................................65
4.1.2 Dial Backup Communications for Ethernet.........................................................................................68
4.1.3 Configuring Ethernet Communications...............................................................................................68
4.2 CONFIGURING THE RECEIPT FORMAT...........................................................................................................75
4.2.1 Select number of receipts printed for a transaction.............................................................................77
4.2.2 Select and edit the trailer message for cardholder receipts.................................................................78
4.2.3 Reset the trailer message to the original text.......................................................................................79
4.2.4 Trailer Message Options .....................................................................................................................79
4.3 DISABLING THE BACKLIGHT.........................................................................................................................81
4.4 CONFIGURING CORPORATE (PURCHASING)CARDS ......................................................................................81
4.5 CONFIGURING PRIVATE LABEL.....................................................................................................................82
4.6 CONFIGURING GENERAL PARAMETERS ........................................................................................................82
4.7 CONFIGURING TIP ENTRY -DEBIT/CREDIT...................................................................................................87
4.7.1 Tip Prompt Formats ............................................................................................................................88
4.8 CONFIGURING CLERK SUBTOTALS ...............................................................................................................89
4.8.1 Allow Clerks to Zero Totals.................................................................................................................89

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iv Moneris Mobile 8200 Operating Manual
4.8.2 Identify Clerk ID Entry Method...........................................................................................................89
4.8.3 Adding Clerk IDs (including the Default Clerk ID).............................................................................90
4.8.4 Removing Clerk IDs.............................................................................................................................91
4.8.5 Enabling Clerk Subtotalling ................................................................................................................91
4.8.6 Enabling the Clerk ID Prompt.............................................................................................................92
4.8.7 Enabling the Default Clerk ID.............................................................................................................92
4.8.8 Identifying the Clerk ID Location........................................................................................................93
4.9 CONFIGURING MULTI-TERMINAL REPORTING ..............................................................................................93
4.9.1 Enabling Multi-Terminal Reporting ....................................................................................................93
4.9.2 Disabling Multi-terminal Reporting ....................................................................................................93
4.9.3 Changing the Terminal Name..............................................................................................................94
4.9.4 Deleting the Terminal Name................................................................................................................94
4.10 CONFIGURING CHEQUE AUTHORIZATION.....................................................................................................95
4.11 INITIALIZATION ............................................................................................................................................95
4.11.1 First Initialization................................................................................................................................95
4.11.2 Re-initialization ...................................................................................................................................96
4.12 RESTORE FACTORY DEFAULTS.....................................................................................................................96
4.13 REMOTE CODE DOWNLOAD .........................................................................................................................96
5FINANCIAL TRANSACTIONS......................................................................................................................97
5.1 PAYMENT TYPES ..........................................................................................................................................97
5.1.1 Credit Transactions .............................................................................................................................97
5.1.2 Debit Transactions...............................................................................................................................98
5.2 CARD FUNCTIONALITY.................................................................................................................................98
5.2.1 Card Entry at the POS.........................................................................................................................98
5.3 TRANSACTION FLOWS IN V6.XX AND ABOVE................................................................................................99
5.4 TRANSACTION GUIDELINES..........................................................................................................................99
5.5 CREDIT AND DEBIT TRANSACTIONS .............................................................................................................99
5.5.1 Purchase..............................................................................................................................................99
5.5.2 Purchase-Void ...................................................................................................................................101
5.5.3 Refund................................................................................................................................................103
5.5.4 Refund-Void.......................................................................................................................................105
5.5.5 Pre-Authorizations and Completions (Advices).................................................................................107
5.5.6 Manually Processing Transactions....................................................................................................114
5.5.7 Manually Processing Transactions UNDER Floor Limit..................................................................114
5.5.8 Manually Processing Transactions OVER Floor Limit.....................................................................115
5.5.9 Private Label Transactions................................................................................................................115
5.6 CHEQUE AUTHORIZATION TRANSACTIONS.................................................................................................117
5.6.1 Cheque Authorization........................................................................................................................117
5.6.2 Cheque Authorization with a Credit Card.........................................................................................117
5.6.3 Cheque Authorization with a Driver's Licence..................................................................................118
5.6.4 Province or State Code......................................................................................................................119
5.7 RECEIPT PROCESSING.................................................................................................................................119
6LOYALTY AND GIFT CARD PROGRAMS ..............................................................................................121
6.1 LOYALTY/GIFT PROGRAMS ........................................................................................................................121

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Moneris Mobile 8200 Operating Manual v
6.2 THE MONERIS GIFT CARD PROGRAM .........................................................................................................121
6.3 CONFIGURING TIP ENTRY FOR GIFT ...........................................................................................................122
6.4 CONFIGURING THE TIP PERCENTAGE FOR GIFT ..........................................................................................122
6.4.1 Gift Tip Prompt Formats ...................................................................................................................123
6.5 GIFT CARD TRANSACTIONS........................................................................................................................123
6.5.1 Activate a Gift Card...........................................................................................................................123
6.5.2 Deactivate a Gift Card.......................................................................................................................124
6.5.3 Gift Card Purchase............................................................................................................................125
6.5.4 Gift Card Refund................................................................................................................................126
6.6 THE MONERIS LOYALTY PROGRAM ...........................................................................................................127
6.6.1 Loyalty Card Transactions ................................................................................................................127
6.6.2 Combo Card Transactions.................................................................................................................127
6.6.3 Loyalty Reports..................................................................................................................................127
6.7 LOYALTY TRANSACTIONS ..........................................................................................................................128
6.7.1 Activate a Loyalty Card.....................................................................................................................128
6.7.2 Deactivate a Loyalty Card.................................................................................................................129
6.7.3 Redemption........................................................................................................................................129
6.7.4 Loyalty Card Purchase......................................................................................................................130
6.7.5 Starting a Loyalty Card Transaction from a Pre-Authorization Transaction....................................131
6.7.6 Starting a Loyalty Card Transaction from a Pre-Auth Completion Transaction ..............................131
6.7.7 Loyalty Card Refund..........................................................................................................................132
6.8 LOYALTY/GIFT PROCEDURES.....................................................................................................................133
6.8.1 Reprinting Loyalty/Gift Receipts........................................................................................................133
6.8.2 Starting a Loyalty Card Transaction from a Financial Transaction.................................................134
6.8.3 Transferring the Balance to a New Gift Card....................................................................................134
6.8.4 Selecting the Balance Due Payment Method.....................................................................................135
6.8.5 Entering the Optional Information ....................................................................................................136
6.8.6 Entering the Activation Amount.........................................................................................................136
6.8.7 Entering the Benefit Amount..............................................................................................................137
6.8.8 Entering the Number of Points for a Redemption..............................................................................138
6.8.9 Entering the Redemption Amount......................................................................................................138
6.8.10 Entering the Bonus Code...................................................................................................................139
6.8.11 Entering the Pre-Tax Amount............................................................................................................140
6.8.12 Cardholder Prompts - Gift.................................................................................................................141
6.8.13 Entering a Tip : Preset Percentage Enabled - Gift............................................................................141
6.8.14 Selecting Percentage or Dollar Amount Tip - Gift ............................................................................142
6.8.15 Entering a Percentage Tip- Gift ........................................................................................................143
6.8.16 Entering a Dollar Amount Tip - Gift..................................................................................................144
6.9 THE LOYALTY/GIFT (ERNEX)MENU..........................................................................................................144
6.9.1 The ERNEX Menu..............................................................................................................................144
6.9.2 The Loyalty/Gift SETUP Menu..........................................................................................................145
6.9.3 The Loyalty/Gift VOUCHER HEADER Menu...................................................................................147
6.9.4 The Loyalty/Gift REPORT FUNCTIONS Menu.................................................................................148
6.10 LOYALTY/GIFT ADMIN TRANSACTIONS .....................................................................................................149

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vi Moneris Mobile 8200 Operating Manual
6.10.1 Loyalty/Gift Card Inquiry..................................................................................................................149
6.10.2 Voiding a Loyalty/Gift Transaction...................................................................................................150
6.10.3 Loyalty/Gift Close Batch....................................................................................................................151
6.10.4 Loyalty/Gift Initialization ..................................................................................................................151
6.11 LOYALTY/GIFT REPORTS............................................................................................................................153
6.11.1 Printing a Loyalty/Gift Report after a Financial Report ...................................................................153
6.11.2 Printing a Stored Transactions Report for Loyalty/Gift Transactions...............................................153
6.11.3 Printing a Loyalty/Gift Open Batch Totals Report............................................................................154
6.11.4 Loyalty/Gift Transaction Inquiry Report ...........................................................................................155
6.11.5 Clerk Subtotalling on Loyalty/Gift Transactions...............................................................................156
6.11.6 Loyalty/Gift Clerk Subtotals Report for All Clerks............................................................................157
6.11.7 Loyalty/Gift Clerk Subtotals Report for a Group of Clerks...............................................................157
6.11.8 Loyalty/Gift Clerk Subtotals Report for One Clerk............................................................................158
6.11.9 Printing Gift Tip Totals......................................................................................................................158
6.11.10 Printing the Loyalty/Gift Configuration Parameters List..............................................................160
6.11.11 Printing a Loyalty/Gift Help List...................................................................................................160
7THE AIR MILES REWARDS PROGRAM.................................................................................................161
7.1 THE AIR MILES REWARDS PROGRAM.........................................................................................................161
7.1.1 Configuring Air Miles........................................................................................................................161
7.1.2 Air Miles Rewards Transactions........................................................................................................161
7.1.3 Air Miles Rewards Administration.....................................................................................................161
7.2 CONFIGURING THE AIR MILES REWARDS PROGRAM ..................................................................................161
7.2.1 The Air Miles REWARDS SETUP Menu............................................................................................162
7.2.2 Planning the Rewards Program Configuration.................................................................................163
7.2.3 Rewards Program Planning Worksheet.............................................................................................164
7.2.4 Reward Program Components - Calculator and Factor Values........................................................165
7.2.5 Reward Program Components - Bonus Offer Values........................................................................167
7.2.6 Reward Program Components - Incentive Values.............................................................................169
7.2.7 Order of Calculation..........................................................................................................................170
7.2.8 Rewards Calculation Table ...............................................................................................................171
7.2.9 Enable the Rewards Program............................................................................................................172
7.2.10 Select the Type of Rewards Program.................................................................................................172
7.2.11 Configure the Calculator and Factor Values ....................................................................................173
7.2.12 Configure the Incentive Values..........................................................................................................173
7.2.13 Configure the Maximum Rewards Allowed .......................................................................................174
7.2.14 Set the Rewards Totals Reset Time of day .........................................................................................175
7.2.15 Enable the Enter Reference Number Prompt.....................................................................................175
7.2.16 Configure the Bonus Offers ...............................................................................................................175
7.2.17 Configure the Tax Type......................................................................................................................177
7.2.18 Configure the SAF Upload Time Period............................................................................................178
7.3 AIR MILES TRANSACTIONS.........................................................................................................................178
7.3.1 Air Miles Rewards - Purchase...........................................................................................................178
7.3.2 Add Bonus Offers during a Rewards Purchase..................................................................................179
7.3.3 Applying the Incentive to an Air Miles Rewards Purchase................................................................180

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Moneris Mobile 8200 Operating Manual vii
7.3.4 Air Miles Rewards - Refund...............................................................................................................180
7.3.5 Add Bonus Offers during a Rewards Refund .....................................................................................181
7.4 AIR MILES ADMIN TRANSACTIONS ............................................................................................................181
7.4.1 Completing Air Miles Reward Transactions......................................................................................181
7.4.2 Printing the Air Miles Rewards SAF List...........................................................................................182
7.4.3 SAF Log Status Icons.........................................................................................................................182
7.4.4 Deleting a transaction from the Air Miles Rewards SAF List............................................................183
7.4.5 Printing an Air Miles Rewards Totals Report ...................................................................................183
7.4.6 Printing the Air Miles Rewards Transaction List..............................................................................184
7.4.7 Printing an Air Miles Rewards Configuration List............................................................................184
7.4.8 Printing an Air Miles Rewards Help List...........................................................................................185
7.4.9 Rewards - Reprint Last Receipt .........................................................................................................186
8ADMIN TRANSACTIONS.............................................................................................................................187
8.1 LOG ON......................................................................................................................................................187
8.2 LOG OFF.....................................................................................................................................................187
8.3 PRIVATE LABEL INSTANT CREDIT CARD APPLICATION..............................................................................187
8.4 TRAINING MODE ........................................................................................................................................189
8.4.1 Transactions Available in Training mode..........................................................................................189
8.4.2 Loyalty/Gift Reports...........................................................................................................................191
8.4.3 Entering Training Mode ....................................................................................................................191
8.4.4 Exiting Training Mode.......................................................................................................................192
9REPORTS........................................................................................................................................................193
9.1 CLERK SUBTOTALLING REPORTS ...............................................................................................................193
9.1.1 Clerk Subtotals Report for All Clerks................................................................................................193
9.1.2 Clerk Subtotals Report for One Clerk................................................................................................193
9.1.3 Clerk Subtotals Report for a Group of Clerks ...................................................................................194
9.2 PRINTING THE CONFIGURATION PARAMETERS REPORT..............................................................................195
9.3 EMV PARAMETERS LIST.............................................................................................................................195
9.4 MASTERCARD TRANSACTION DATA ..........................................................................................................196
9.5 CURRENT BATCH TOTALS REPORT.............................................................................................................196
9.6 DEPOSIT TOTALS INQUIRY..........................................................................................................................196
9.7 TIP TOTALS REPORT...................................................................................................................................197
9.8 PRINTING A HELP LIST ...............................................................................................................................198
9.9 MERCHANT SUBTOTALS REPORT ...............................................................................................................199
9.10 PRINTING THE PRE-AUTHORIZATION LIST..................................................................................................199
9.11 DELETE A PRE-AUTHORIZATION USING TRANSACTION INQUIRY................................................................200
9.12 PRIVATE LABEL TRANSACTIONS ON REPORTS............................................................................................202
9.13 PRINTING A STORED TRANSACTIONS REPORT ............................................................................................202
9.14 TRANSACTION INQUIRY REPORT ................................................................................................................203
9.14.1 Printing a Transaction Inquiry Report ..............................................................................................204
9.14.2 Transaction Inquiry - Reprinting the Merchant Receipt Copy ..........................................................205
10 END-OF-DAY PROCEDURE....................................................................................................................207
10.1 CLOSE BATCH ............................................................................................................................................207

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viii Moneris Mobile 8200 Operating Manual
10.2 MULTI-TERMINAL REPORTS .......................................................................................................................208
10.2.1 Multi-Terminal Report for All Terminals...........................................................................................208
10.2.2 Multi-Terminal Report for One or More Terminals by Name ...........................................................209
10.2.3 Multi-Terminal Report for One or More Groups of Terminals .........................................................210
11 TROUBLESHOOTING..............................................................................................................................213
11.1 ADDITIONAL DOCUMENTATION..................................................................................................................213
11.2 TELEPHONE ASSISTANCE............................................................................................................................213
11.3 MERCHANT DIRECT....................................................................................................................................213
11.4 TROUBLESHOOTING....................................................................................................................................214
11.5 ERROR MESSAGES ON THE 8200 TERMINAL ...............................................................................................214
11.6 HARDWARE PROBLEMS ..............................................................................................................................233
11.7 UNDERSTANDING DECLINED MESSAGES.................................................................................................236
11.8 ERROR MESSAGES DURING CODE AUTHENTICATION .................................................................................237

Moneris Mobile 8200 Operating Manual 1
1 Introduction
1.1 What's New in v7.53
Cancelling Pre-Authorizations (at terminal)
Enhanced Tip prompting (debit/credit cards)
Tip prompting (gift cards)
See "Optional Features" section for details about these new features, or call the Moneris Merchant
Contact Centre to discuss how these features can benefit your business.
1.2 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, practise performing transactions in Training mode to ensure that
any errors made while learning to perform transactions do not affect your business account.
1.3 Learning about the Terminal
The Moneris Mobile 8200 terminal is a short-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:
Moneris Mobile 8200 Hardware
Features & Procedures
READY Screen
Training mode
MAIN Menu
1.4 Caring for your Moneris Hardware
Proper care of your terminal , battery and base 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.
The terminal must be powered off for all cleaning operations.
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.

1 Introduction
2 Moneris Mobile 8200 Operating Manual
1.4.1 Caring for the Terminal
Clean the magnetic stripe reader (MSR) periodically, using the cleaning card provided
with your terminal. To obtain additional MSR cleaning cards, contact the Moneris
Merchant Service Centre.
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.
Load the paper into the printer correctly.
If the terminal has battery recharging or communication problems, gently clean the
golden contact under the terminal with a damp cloth. Do not scratch or scrape the surface
of the contacts.
1.4.2 Caring for the Battery
If a battery is attached to a handheld terminal, do NOT place the handheld on a metal
surface. It may damage the contacts on the back of battery (i.e., the contacts that are used
when the battery is on a base). Refer to "Battery Management Tips."
IMPORTANT: Do not interchange batteries with other terminal types.
1.4.3 Caring for the Base
IMPORTANT: You must use the exact power adaptor and cable provided with the
base by Moneris Solutions. Failure to do so may affect the operability
of, or cause damage to the base and Moneris Solutions shall have no
liability whatsoever for a failure to follow these instructions.
Avoid unnecessary movement of the terminal base to prevent accidental disconnection of
any of the cables.

Moneris Mobile 8200 Operating Manual 3
2 Features and Procedures
Your terminal can be set up to accept and process a variety of transactions for a variety of cards
including Debit cards, magnetic stripe credit cards, chip cards (credit and debit), private label
cards, purchasing cards, and Loyalty programs. The terminal can also be set up to process cheque
authorizations and to prompt for entry of a Tip amount by the cardholder on the terminal for both
debit and credit transactions as well as many other features.
2.1 Standard Features
These features are available and enabled on all Moneris Mobile 8200 terminals.
Backlight
Bilingual Displays and Receipts
Chip Card Processing
Ethernet Communications
Menu-driven interface
Removal, interchangeable batteries
Shortcut Codes
Stored Transactions
Stand-by Mode
Training Mode
Wireless terminal-to-base Communications
2.1.1 Backlight
Both the screen and the keypad can be lit up to make reading and responding to the prompts easier
in low-light locations such as restaurants. The backlight will turn off automatically after a preset
amount of time of no activity. Setting the backlight timer to a short time period can help reduce
battery usage and extend battery life. The backlight will turn on again the first time any button is
pressed and whenever the handheld terminal is placed on a base.
IMPORTANT: The buttons on the keypad still function normally even when the
backlight is turned off. For example, if you press the Admin key when
the backlight is off, the MAIN MENU appears, and the backlight
comes on.
2.1.2 Card Number Masking
To reduce the risk of fraudulent card use, only a portion of the cardholder's Card number is printed.
The remainder of the Card number is masked with an '*' ( i.e., an asterisk is printed for each of the
remaining digits of the number).
IMPORTANT: Do not disable Merchant Receipt Card Number Masking.
If Merchant Receipt Card Number Masking is disabled, the Card
number and the Expiry date will be fully displayed on the Merchant
copy of the receipt.

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4 Moneris Mobile 8200 Operating Manual
On Receipts Card masking is dependent on payment type (i.e., credit or debit) and the card issuer.
For credit (and some debit chip) cards:
[Cardholder copy] The card number will appear masked as ***************1234 while
no Expiry date appears at all. .
[Merchant copy] The card number will appear as 1234***********1111 while the Expiry
date will appear masked as ****.
For most debit cards:
[Cardholder copy] The card number will appear masked as 1234567891*********.
[Merchant copy] The card number will appear masked as 1234***********1111.
For loyalty and gift cards:
[Cardholder copy] The card number will appear masked as ***************1234 and no
Expiry date appears.
[Merchant copy] The card number will appear masked as 1234***********1111 and no
Expiry date appears.
For Air Miles Rewards cards:
An Air Miles Rewards card number will appear fully as 12345678911.
On Reports If a POS Admin card is swiped at the SWIPE ADMIN CARD prompt during a report transaction,
the Card numbers on the printed report will NOT be masked (i.e., the full Card number is printed).
The Card numbers displayed on the screen (e.g., in the Transaction Inquiry) are NOT masked on
the terminal display.
If the SWIPE ADMIN CARD prompt is bypassed by pressing OK, the card numbers are masked
on the report and on the terminal display. In addition, the credit card (including some debit chip
cards) Expiry dates are not printed on the report.
2.1.3 Communications Status
As the terminal communicates with the Moneris Host through the base, it displays PROCESSING
to indicate that the transaction is proceeding correctly. Depending on the type of communication,
additional status information is provided
The terminal also provides information on the status of the wireless communication between the
terminal and the communications base.
Wireless Signal Status
The terminal must be registered to a communications base and be within the coverage area of that
base to process transactions. If the wireless signal status icon does not appear, the terminal cannot
process transactions.
The wireless signal status icon appears in the top right corner of the terminal display on the
following screens: MAIN MENU, TRANSACTIONS, REPORT FUNCS, ADMIN FUNCS, and
CONFIG FUNCS.
To display this symbol from the READY screen, press the Admin key to access the ADMIN
FUNCTIONS menu.
Icon Description
The terminal can see the wireless signal from the base and can process transactions.

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Moneris Mobile 8200 Operating Manual 5
Ethernet Communications Status
If your terminal is using Ethernet Communications to communicate with the Moneris Host, the
terminal will connect to the Moneris Host each time you begin a transaction (it does not make any
noise when it attempts to connect).
The following symbols appear in the top left corner on the following screens: MAIN MENU,
TRANSACTIONS, REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
To display these icons from the READY screen, press the Admin key to access the ADMIN
FUNCTIONS menu.
Icon Description
(Ethernet Connection Available symbol)
appears under normal conditions and indicates that the terminal is
configured to use Ethernet communications and the Ethernet connection
is up.
(Ethernet Connection Not Available symbol)
appears when there is a problem with the Ethernet connection.
An error message may also appear.
If your terminal is configured to use Ethernet communications AND the Dial Parameters are
configured on your terminal AND your terminal is connected to a dial line:
when there is a problem with the Ethernet connection, the terminal will automatically
attempt to use the dial line to communicate with the Moneris Host and the ETHERNET
COMMS ERROR-DIAL USED PRESS OK prompt will appear.
Dial Communications Status
If your communication base is using dial communications to communicate with the Moneris Host,
the terminal will ask the base to dial the Moneris Host each time you begin a transaction. (The base
does not make any noise when it dials.)
Under normal conditions the terminal will not indicate the status of the dial line.
If there is a problem with the dial communications, an error message will appear.
2.1.4 The Menu Feature
All transactions and functions can be accessed through menus and sub-menus.
For quicker access to transactions and functions use the Short-cut codes.
The Main Menu The Main menu (see MAIN MENU below) gives you access to sub-menus that allow you to select
financial transactions, manage processed financial transactions and configure your terminal to
perform the transactions you need.
The menus are listed in the order they appear on the menu.
MAIN MENU Opens the:
TRANSACTIONS TRANSACTIONS menu
ERNEX Ernex Gift and Loyalty menu
REWARDS Air Miles REWARD menu
REPORTS REPORT FUNCS menu

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6 Moneris Mobile 8200 Operating Manual
MAIN MENU Opens the:
ADMIN ADMIN FUNCS menu
CONFIGURATION CONFIG FUNCS menu
To access the MAIN MENU from the READY screen:
Simply press the Admin key.
The Transactions Menu
This menu allows you to select the type of transaction you wish to process.
The transactions are listed in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
TRANSACTIONS From the READY screen
PURCHASE process a credit or debit Purchase transaction
REFUND process a credit or debit Refund transaction for a portion of or the
full amount of the original Purchase
PRE-AUTH process a Pre-Authorization transaction
P-A ADVICE process an Advice (to complete a Pre-Authorization Transaction)
P-A ADVICE LST complete or delete multiple Pre-Auth transactions from a list
Note: This item appears only if Tip Reporting is
enabled.
PAYMENT
processes a private label Payment transaction
Note: This item appears only if the terminal is set up
on the Moneris Host to process this
transaction.
CHEQUE AUTH
connect to a cheque authorization service and obtain approval based on a credit card or driver's licence
Note: This item appears only if the terminal is set up
on the Moneris Host to process this
transaction.
VOID-PURCHASE void a credit or debit Purchase transaction for the full amount of
the original Purchase transaction. In effect this cancels the
original Purchase transaction.
VOID-REFUND void a credit or debit Refund transaction for the full amount of
the original Refund transaction. In effect this cancels the original
Refund transaction.
VOID-PAYMENT
void a private label Payment transaction
Note: This item only appears if the terminal is set up
on the Moneris Host to process this
transaction.

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Moneris Mobile 8200 Operating Manual 7
To access the TRANSACTIONS menu from the READY screen:
1. Press the Admin key.
The MAIN MENU appears.
2. Press OK to select TRANSACTIONS.
The TRANSACTIONS menu appears.
The Reporting Functions Menu
This menu allows you to produce a variety of reports and perform a close batch on your terminal.
The reports are listed in the order they appear on the menu. Some items may not appear on the
terminal until a specific feature is enabled.
REPORT FUNCS Allows you to print:
CLOSE BATCH a Batch Totals report and
close the current batch in order to deposit funds in your account
TRANS LIST a list of all stored transactions by date or by batch
TRANS INQUIRY a list of transactions based on selected criteria and
print duplicate Merchant Copies of receipts and
delete Pre-Authorization transactions
DEPOSIT TOTALS a report listing deposit totals by card and transaction type
MERCH
SUBTOTAL a report listing totals in the current batch by card and transaction type
TIP TOTALS a report that shows the Tip summary of all Purchase and Pre-Auth
Advice transactions for the current batch
Note: This item appears only if Tip Reporting is
enabled.
MULTI TERM RPT a Deposit Totals report for each terminal associated with your
Moneris Merchant ID.
This item appears only if Multi-Terminal Reporting is enabled.
CLERK INQUIRY a report listing totals for a specific clerk, a group of clerks or all
clerks
This item appears only if Clerk Subtotalling is enabled.
PRE-AUTH LIST a list of Pre-Authorization transactions based on selected criteria
EMV PARMS LIST a report listing the current EMV parameter settings
CONFIG LIST a report listing the current settings for each parameter
HELP LIST a list of the functions and transactions with their Shortcut codes
To access the REPORT FUNCS menu from the READY screen:
1. Press the Admin key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press OK.
The REPORT FUNCS menu appears.

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8 Moneris Mobile 8200 Operating Manual
The Admin Functions Menu
This menu allows you to perform the administrative functions required to manage your terminal.
The functions are listed in the order they appear on the menu.
ADMIN
FUNCTIONS Allows you to:
LOGON log on to the Moneris Host and allow the terminal to process
transactions.
LOGOFF log off of the Moneris Host and prevent the terminal from
processing transactions
REPRINT print a duplicate copy of the most recently printed receipt or report
MC TRNS DATA
print the DE55 data for the most recent MasterCard EMV transaction that has gone online
LANGUAGE switch the language displayed on the terminal and printed on the
merchant copy of the receipt from English to French and vice versa
BACKLIGHT turn the display backlight off and on
TRAINING enter and exit Training mode
CREDIT APP Allows for the instant processing of a customer's Private Label
Credit Card Application
POWER OFF
power down the terminal
To access the ADMIN FUNCS menu:
From the READY screen:
1. Press the Admin key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press OK.
The ADMIN FUNCTIONS menu appears.
The Configuration Menu
The Configuration menu (see CONFIG FUNCTIONS below) contains a list of parameters and
programs that can be enabled and configured on the Mobile 8200 terminal.
IMPORTANT: A number of these programs require agreements between the
merchant and a service provider other than Moneris Solutions. Please
ensure that the necessary agreements are in place before attempting to
configure those programs on the terminal.
The parameters and programs are listed in the order they appear on the menu. Some items may not
appear on the terminal until another feature is enabled.

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Moneris Mobile 8200 Operating Manual 9
CONFIG
FUNCTIONS Allows you to:
INITIALIZATION initialize the terminal to the Moneris Host
GENERAL PARAMS configure the communications (if not using Dial) and other
parameters that affect all transactions, e.g., tip entry and admin
card protection
DIAL CONFIG configure the parameters required to use a regular phone line to
communicate with the Moneris Host
ETHERNET CFG configure the parameters required to use the Internet to
communicate with the Moneris Host
PRINTER CONFIG configure the receipt printing options including number of
copies, signature lines and trailer messages on your receipt
BASE CONFIG register the terminal to a communications base
MULTI TERM CFG configure a terminal in order to use multi-terminal reporting
CLERK TOTALS configure the terminal to display the Clerk ID prompt
CLERK MAINT add and remove Clerk IDs (if Clerk Totals is enabled)
DEFAULT CLERK configure the Default Clerk ID on a terminal
PURCHASE CARD configure the merchant name and tax type for processing
purchasing and corporate cards
REMOTE D-LOAD download upgrades from the Moneris Host
RESTORE DEFLT reset all of the parameters on the terminal to the factory defaults
To access the CONFIG FUNCS menu:
From the READY screen:
1. Press the Admin key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press OK.
The CONFIG FUNCS menu appears.
The General Parameters Menu
The General Parameters menu allows you to enable and configure the optional features on your
terminal.
The parameters are listed in the order they appear on the menu. Some items may not appear on the
terminal until another feature is enabled.
GENERAL
PARAMETERS Allows you to:
COMMS TYPE select the communications type
DECLINED BEEP enable the terminal to emit a beep when a financial transaction
has been cancelled, declined, or not completed

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10 Moneris Mobile 8200 Operating Manual
GENERAL
PARAMETERS Allows you to:
TIP REPORTING enables Pre-Authorization Advice List (found in the
TRANSACTIONS menu) and a Tip Totals report (found in the
REPORT FUNCS menu)
TIP ENTRY display Tip prompts during debit or credit Purchase transactions
TIP PERCENTAGE defines a default Tip Percentage
CHIP PRE-AUTH process Pre-Authorization transactions using chip credit cards
as well as magnetic stripe credit cards
COMM WARNINGS Do NOT use this function unless directed to do so by the
Moneris Merchant Service Centre.
CASH BACK enable the ENTER CASH BACK prompt during debit Purchase
transactions
C BACK AMT 1 set a preset Cashback Amount option during debit Purchase
transactions
C BACK AMT 2 set a higher preset Cashback Amount option during debit
Purchase transactions
C BACK AMT 3 set the highest preset Cashback amount or give the customer the
option to key in another amount during debit Purchase
transactions.
CASHBACK LIMIT set the maximum Cashback amount that can be entered during
debit Purchase transactions
BALANCE PROMPT enable the ARE TOTALS BALANCED? prompt during the
Close Batch transaction
INVOICE NUMBER enable the ENTER INVOICE NO entry screen during all
financial transactions
TAKE IMPRINT enable the TAKE MANUAL IMPRINT OF CARD AND
PRESS OK prompt during financial transactions (e.g., credit) in
which the Card number is manually entered.
PROVINCE CODE set the default Province Code value for Cheque Authorization
transactions using a driver's licence
MAIL/TEL ORDER identify a credit transaction as a Mail Order or Telephone Order
during the transaction