Moneris iWL220 User manual

Moneris iWL220
Short-Range Mobile
OPERATING MANUAL
Software Version 1.17
Documentation Date: February 21, 2012

®Moneris and the Moneris Solutions design are registered trademarks of Moneris Solutions Corporation. All other
marks or registered trademarks are the marks or registered trademarks of their respective owners.
Copyright – © 2012 Moneris Solutions, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2
All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical,
including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions.
For informational purposes only. Neither Moneris Solutions Corporation (“Moneris”) nor any of its affiliates shall
be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the
information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective
licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the
results of the use of the information, content and materials contained in this guide in terms of their correctness,
accuracy, reliability or otherwise.
Your credit and/or debit card processing is separately governed by the Terms and Conditions of your Moneris VISA
Merchant Agreement, your Moneris MasterCard Merchant Agreement and/or your Moneris Debit Card and
Terminal Agreement (collectively the “Merchant Agreements”),as applicable with Moneris. It is the merchant’s
responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your
Merchant manuals and the Terms and Conditions of your Merchant Agreement(s) for details. The Moneris Merchant
Operating Manual is available for free download
http://www.moneris.com/en/Support/Downloads/MerchantManuals.aspx.

Table of Contents
TABLE OF CONTENTS...................................................................................................I
1INTRODUCTION.......................................................................................................1
1.1 Getting Started.................................................................................................................................................1
1.2 Learning About the Terminal.........................................................................................................................1
1.3 Caring for your Moneris Hardware...............................................................................................................1
1.3.1 Caring for the Terminal .............................................................................................................................2
1.3.2 Caring for the 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......................................................................................................................................6
2.1.5 Admin Codes...........................................................................................................................................14
2.1.6 Stored Transactions .................................................................................................................................18
2.1.7 Training Mode.........................................................................................................................................18
2.1.8 Wireless Communication on the iWL220................................................................................................18
2.1.9 Stand-by Mode.........................................................................................................................................18
2.2 Optional Features..........................................................................................................................................19
2.2.1 Balanced Prompt......................................................................................................................................20
2.2.2 Cashback..................................................................................................................................................20
2.2.3 Cheque Authorization..............................................................................................................................20
2.2.4 Using a Chip Card on the iWL220 ..........................................................................................................20
2.2.5 Contactless Reader (Internal)...................................................................................................................22
2.2.6 Clerk Subtotalling....................................................................................................................................23
2.2.7 Clerk IDs..................................................................................................................................................23
2.2.8 Corporate Cards.......................................................................................................................................23
2.2.9 Credit-Only Processing............................................................................................................................24
2.2.10 Dial Backup Communications for Ethernet.............................................................................................24
2.2.11 Declined Beep..........................................................................................................................................24
2.2.12 Invoice Number Prompt...........................................................................................................................24
2.2.13 Loyalty/Gift Programs.............................................................................................................................25
2.2.14 MOTO Transactions................................................................................................................................25
2.2.15 Multi-Terminal Reporting........................................................................................................................26
2.2.16 Personalized Message on Receipts ..........................................................................................................26
2.2.17 Pre-Authorization as the Default Transaction..........................................................................................26
2.2.18 Private Label Cards..................................................................................................................................26
2.2.19 The Air Miles Rewards Program.............................................................................................................27
2.2.20 Signatureless Transactions: Credit Cards ................................................................................................28
2.2.21 Terminal Names.......................................................................................................................................29
2.2.22 Tip Entry by Cardholder..........................................................................................................................29
2.2.23 Tip Line on Pre-Authorization Receipts..................................................................................................29
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2.2.24 Tip Percentage.........................................................................................................................................29
2.2.25 Tip Reporting...........................................................................................................................................29
2.3 Standard Procedures.....................................................................................................................................30
2.3.1 Powering On the iWL220........................................................................................................................30
2.3.2 Powering Off the iWL220 .......................................................................................................................31
2.3.3 Charging the Battery................................................................................................................................31
2.3.4 Battery Charging Status...........................................................................................................................32
2.3.5 Battery Charge Level...............................................................................................................................32
2.3.6 Battery Management Tips........................................................................................................................32
2.3.7 Bilingual Displays and Receipts..............................................................................................................33
2.3.8 Changing the Display Language..............................................................................................................33
2.3.9 Taking a Manual Imprint of a Card .........................................................................................................34
2.3.10 Cancelling a Transaction .........................................................................................................................34
2.3.11 Cancelling a Report .................................................................................................................................35
2.3.12 Reprinting a Receipt or Report................................................................................................................35
2.3.13 The Reprint Function...............................................................................................................................35
2.3.14 Disputed Debit Transactions....................................................................................................................36
2.3.15 PAN Fraud Check....................................................................................................................................36
2.3.16 Code 10 Authorization.............................................................................................................................36
2.3.17 Terminal Security ....................................................................................................................................37
2.3.18 POS Admin card......................................................................................................................................37
2.3.19 Entering Alphabetic Characters and Punctuation ....................................................................................39
2.3.20 Entering the Clerk ID...............................................................................................................................39
2.3.21 Entering the Invoice Number...................................................................................................................40
2.3.22 Entering Original Amount and Tip..........................................................................................................40
2.3.23 Deleting a Pre-Auth from the Pre-Authorization Advice List .................................................................40
2.3.24 Entering the Promo Code.........................................................................................................................41
2.3.25 Finding the Original Sequence Number...................................................................................................41
2.3.26 Transaction with MOTO Enabled............................................................................................................41
2.3.27 Enter Reporting Data for Transaction with Purchasing Card ..................................................................41
2.3.28 Cardholder Prompts.................................................................................................................................42
3THE MONERIS IWL220 SHORT-RANGE MOBILE HARDWARE.........................49
3.1 Setting Up the Hardware ..............................................................................................................................50
3.2 Selecting the Base Location...........................................................................................................................51
3.2.1 Base Location Considerations .................................................................................................................51
3.2.2 Ensure a base is placed:...........................................................................................................................51
3.2.3 Protect a base from: .................................................................................................................................51
3.2.4 Do not place a base near:.........................................................................................................................52
3.2.5 Sample Floorplans...................................................................................................................................52
3.2.6 Centre-Obstruction Floor Plan.................................................................................................................52
3.2.7 Indoor/Outdoor Floor plan.......................................................................................................................52
3.2.8 L-Shaped Floor plan ................................................................................................................................53
3.2.9 Multi-Level Floor plan.............................................................................................................................53
3.2.10 Testing the Wireless Communications ....................................................................................................53
3.3 Registering the Handheld to a Base .............................................................................................................54
3.3.1 Communications Base ID........................................................................................................................54
3.4 The Terminal..................................................................................................................................................55
3.5 The Integrated Printer..................................................................................................................................55
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3.6 The Display.....................................................................................................................................................57
3.6.1 The READY Screen ................................................................................................................................57
3.6.2 The TRAINING Screen...........................................................................................................................57
3.6.3 The Credit-Only READY Screen ............................................................................................................57
3.6.4 The Pre-Auth READY Screen.................................................................................................................58
3.7 The Terminal Keypad ...................................................................................................................................59
3.8 The Magnetic Stripe Reader.........................................................................................................................60
3.9 The Chip Card Reader on the Terminal......................................................................................................60
3.10 The Communications Base............................................................................................................................61
3.11 The Ports on the Base....................................................................................................................................61
3.12 The Cables......................................................................................................................................................62
3.12.1 The Power Cable......................................................................................................................................62
3.12.2 Installing the Power Cable.......................................................................................................................62
3.12.3 Dial Cable................................................................................................................................................63
3.12.4 Ethernet Cable .........................................................................................................................................63
4CONFIGURING YOUR TERMINAL........................................................................65
4.1 Configuring Communications ......................................................................................................................65
4.1.1 Configuring Dial Communication ...........................................................................................................66
4.1.2 Dial Backup Communication for Ethernet...............................................................................................68
4.1.3 Configuring Ethernet Communication.....................................................................................................68
4.2 Configuring the Receipt Format ..................................................................................................................77
4.2.1 Select number of receipts printed for a transaction..................................................................................80
4.2.2 Select and edit the trailer message for cardholder receipts......................................................................80
4.2.3 Reset the trailer message to the original text ...........................................................................................81
4.2.4 Trailer Message Options..........................................................................................................................82
4.3 Disabling the Backlight .................................................................................................................................83
4.4 Configuring Corporate (Purchasing) Cards................................................................................................84
4.5 Configuring Private Label............................................................................................................................85
4.6 Configuring General Parameters.................................................................................................................85
4.7 Configuring Tip Entry - Debit/Credit..........................................................................................................90
4.7.1 Tip Prompt Formats.................................................................................................................................91
4.8 Configuring Clerk Subtotals.........................................................................................................................92
4.8.1 Allow Clerks to Zero Totals ....................................................................................................................92
4.8.2 Identify Clerk ID Entry Method ..............................................................................................................93
4.8.3 Adding Clerk IDs (including the Default Clerk ID) ................................................................................93
4.8.4 Removing Clerk IDs................................................................................................................................94
4.8.5 Enabling Clerk Subtotalling.....................................................................................................................95
4.8.6 Enabling the Clerk ID Prompt.................................................................................................................95
4.8.7 Enabling the Default Clerk ID.................................................................................................................96
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4.8.8 Identifying the Clerk ID Location............................................................................................................96
4.9 Configuring Multi-terminal Reporting........................................................................................................97
4.9.1 Enabling Multi-Terminal Reporting ........................................................................................................97
4.9.2 Disabling Multi-terminal Reporting ........................................................................................................97
4.9.3 Changing the Terminal Name..................................................................................................................97
4.9.4 Deleting the Terminal Name....................................................................................................................98
4.10 Configuring Cheque Authorization..............................................................................................................98
4.11 Initialization...................................................................................................................................................99
4.11.1 First Initialization.....................................................................................................................................99
4.11.2 Re-initialization .......................................................................................................................................99
4.12 Restore Factory Defaults.............................................................................................................................100
4.13 Remote Code Download..............................................................................................................................100
5FINANCIAL TRANSACTIONS..............................................................................101
5.1 Payment Types.............................................................................................................................................101
5.1.1 Credit Transactions................................................................................................................................101
5.1.2 Debit Transactions.................................................................................................................................102
5.2 Card Programs ............................................................................................................................................102
5.2.1 Card Entry at the POS............................................................................................................................102
5.3 Transaction Flows........................................................................................................................................103
5.4 Transaction Guidelines ...............................................................................................................................103
5.5 Credit and Debit Transactions ...................................................................................................................104
5.5.1 Purchase.................................................................................................................................................104
5.5.2 Purchase-Void........................................................................................................................................105
5.5.3 Refund ...................................................................................................................................................107
5.5.4 Refund-Void..........................................................................................................................................108
5.5.5 Pre-Authorizations.................................................................................................................................110
5.5.6 Pre-Auth Completion (Advice)..............................................................................................................110
5.5.7 Pre-Authorizations and Completions (Advices) ....................................................................................110
5.5.8 Manually Processing Transactions ........................................................................................................116
5.5.9 Manually Processing Transactions UNDER Floor Limit ......................................................................116
5.5.10 Manually Processing Transactions OVER Floor Limit .........................................................................117
5.5.11 Private Label Transactions.....................................................................................................................117
5.6 Cheque Authorization Transactions..........................................................................................................119
5.6.1 Cheque Authorization............................................................................................................................119
5.6.2 Cheque Authorization with a Credit Card..............................................................................................119
5.6.3 Cheque Authorization with a Driver's Licence......................................................................................120
5.6.4 Province or State Code ..........................................................................................................................120
5.7 Receipt Processing.......................................................................................................................................121
6THE MONERIS LOYALTY AND GIFT PROGRAMS............................................123
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6.1 Loyalty/Gift Programs ................................................................................................................................123
6.2 The Moneris Gift Card Program ...............................................................................................................124
6.2.1 Configuring Tip Entry for Gift ..............................................................................................................124
6.2.2 Configuring the Tip Percentage for Gift................................................................................................125
6.2.3 Gift Card Transactions...........................................................................................................................126
6.3 The Moneris Loyalty Program...................................................................................................................129
6.3.1 Loyalty Card Transactions.....................................................................................................................129
6.3.2 Loyalty Reports .....................................................................................................................................129
6.3.3 Loyalty Transactions..............................................................................................................................130
6.4 Loyalty/Gift Procedures..............................................................................................................................135
6.4.1 Reprinting Loyalty/Gift Receipts...........................................................................................................135
6.4.2 Starting a Loyalty Card Transaction from a Financial Transaction.......................................................135
6.4.3 Transferring the Balance to a New Gift Card........................................................................................136
6.4.4 Selecting the Balance Due Payment Method.........................................................................................136
6.4.5 Entering the Optional Information.........................................................................................................137
6.4.6 Entering the Activation Amount............................................................................................................138
6.4.7 Entering the Benefit Amount.................................................................................................................139
6.4.8 Entering the Number of Points for a Redemption..................................................................................140
6.4.9 Entering the Redemption Amount.........................................................................................................140
6.4.10 Entering the Bonus Code.......................................................................................................................141
6.4.11 Entering the Pre-Tax Amount................................................................................................................142
6.4.12 Cardholder Prompts - Gift.....................................................................................................................143
6.5 The Menu Feature - Loyalty/Gift...............................................................................................................146
6.5.1 The ERNEX Menu ................................................................................................................................146
6.5.2 The Loyalty/Gift SETUP Menu.............................................................................................................147
6.5.3 The Loyalty/Gift VOUCHER HEADER Menu.....................................................................................148
6.5.4 The Loyalty/Gift REPORT FUNCTIONS Menu ..................................................................................150
6.6 Loyalty/Gift Admin Transactions ..............................................................................................................151
6.6.1 Loyalty/Gift Card Inquiry......................................................................................................................151
6.6.2 Voiding a Loyalty/Gift Transaction.......................................................................................................152
6.6.3 Loyalty/Gift Close Batch.......................................................................................................................153
6.6.4 Loyalty/Gift Initialization......................................................................................................................153
6.7 Loyalty/Gift Reports....................................................................................................................................155
6.7.1 Printing a Loyalty/Gift Report after a Financial Report ........................................................................155
6.7.2 Printing a Stored Transactions Report for Loyalty/Gift Transactions ...................................................155
6.7.3 Printing a Loyalty/Gift Open Batch Totals Report................................................................................156
6.7.4 Loyalty/Gift Transaction Inquiry Report...............................................................................................157
6.7.5 Clerk Subtotalling on Loyalty/Gift Transactions...................................................................................158
6.7.6 Loyalty/Gift Clerk Subtotals Report for All Clerks...............................................................................158
6.7.7 Loyalty/Gift Clerk Subtotals Report for a Group of Clerks...................................................................159
6.7.8 Loyalty/Gift Clerk Subtotals Report for One Clerk...............................................................................160
6.7.9 Printing Gift Tip Totals..........................................................................................................................160
6.7.10 Printing the Loyalty/Gift Configuration Parameters List.......................................................................161
6.7.11 Printing a Loyalty/Gift Help List...........................................................................................................162
7THE AIR MILES REWARDS PROGRAM.............................................................163
7.1 The Air Miles Rewards Program...............................................................................................................163
7.1.1 Configuring Air Miles ...........................................................................................................................163
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7.1.2 Air Miles Rewards Transactions............................................................................................................163
7.1.3 Air Miles Rewards Administration........................................................................................................163
7.2 Configuring the Air Miles Rewards Program...........................................................................................163
7.2.1 The Air Miles REWARDS SETUP Menu.............................................................................................164
7.2.2 Planning the Rewards Program Configuration ......................................................................................165
7.2.3 Rewards Program Planning Worksheet .................................................................................................166
7.2.4 Reward Program Components - Calculator and Factor Values .............................................................167
7.2.5 Reward Program Components - Bonus Offer Values............................................................................169
7.2.6 Reward Program Components - Incentive Values.................................................................................171
7.2.7 Order of Calculation ..............................................................................................................................172
7.2.8 Rewards Calculation Table....................................................................................................................173
7.2.9 Enable the Rewards Program.................................................................................................................174
7.2.10 Select the Type of Rewards Program.....................................................................................................174
7.2.11 Configure the Calculator and Factor Values..........................................................................................175
7.2.12 Configure the Incentive Values .............................................................................................................176
7.2.13 Configure the Maximum Rewards Allowed..........................................................................................177
7.2.14 Set the Rewards Totals Reset Time of day............................................................................................177
7.2.15 Enable the Enter Reference Number Prompt.........................................................................................177
7.2.16 Configure the Bonus Offers...................................................................................................................178
7.2.17 Configure the Tax Type.........................................................................................................................180
7.2.18 Configure the SAF Upload Time Period................................................................................................181
7.3 Air Miles Transactions................................................................................................................................181
7.3.1 Air Miles Rewards - Purchase...............................................................................................................181
7.3.2 Add Bonus Offers during a Rewards Purchase......................................................................................182
7.3.3 Applying the Incentive to an Air Miles Rewards Purchase...................................................................182
7.3.4 Air Miles Rewards - Refund..................................................................................................................183
7.3.5 Add Bonus Offers during a Rewards Refund ........................................................................................184
7.4 Air Miles Admin Transactions...................................................................................................................184
7.4.1 Completing Air Miles Reward Transactions .........................................................................................184
7.4.2 Printing the Air Miles Rewards SAF List..............................................................................................185
7.4.3 SAF Log Status Icons............................................................................................................................185
7.4.4 Deleting a transaction from the Air Miles Rewards SAF List...............................................................185
7.4.5 Printing an Air Miles Rewards Totals Report........................................................................................186
7.4.6 Printing the Air Miles Rewards Transaction List ..................................................................................187
7.4.7 Printing an Air Miles Rewards Configuration List................................................................................187
7.4.8 Printing an Air Miles Rewards Help List...............................................................................................188
7.4.9 Rewards - Reprint Last Receipt.............................................................................................................188
8ADMIN TRANSACTIONS.....................................................................................189
8.1 Log On..........................................................................................................................................................189
8.2 Log Off..........................................................................................................................................................189
8.3 Private Label Instant Credit Card Application ........................................................................................190
8.4 Training Mode .............................................................................................................................................192
8.4.1 Training Mode.......................................................................................................................................192
8.4.2 Transactions Available in Training mode..............................................................................................192
8.4.3 Loyalty/Gift Reports..............................................................................................................................194
8.4.4 Entering Training Mode.........................................................................................................................195
8.4.5 Exiting Training Mode...........................................................................................................................195
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9REPORTS.............................................................................................................197
9.1 Clerk Subtotalling Reports.........................................................................................................................197
9.1.1 Clerk Subtotals Report for All Clerks....................................................................................................197
9.1.2 Clerk Subtotals Report for One Clerk....................................................................................................197
9.1.3 Clerk Subtotals Report for a Group of Clerks........................................................................................198
9.2 Printing the Configuration Parameters Report........................................................................................199
9.3 EMV Parameters list...................................................................................................................................200
9.4 MasterCard Transaction Data ...................................................................................................................200
9.5 Current Batch Totals Report......................................................................................................................200
9.6 Deposit Totals Inquiry.................................................................................................................................201
9.7 Tip Totals Report.........................................................................................................................................201
9.8 Printing a Help List.....................................................................................................................................202
9.9 Merchant Subtotals Report.........................................................................................................................203
9.10 Printing the Pre-Authorization List...........................................................................................................203
9.11 Delete a Pre-Authorization using Transaction Inquiry............................................................................204
9.12 Private Label Transactions on Reports .....................................................................................................205
9.13 Printing a Stored Transactions Report......................................................................................................206
9.14 Transaction Inquiry Report........................................................................................................................207
9.14.1 Printing a Transaction Inquiry Report ...................................................................................................208
9.14.2 Transaction Inquiry - Reprinting the Merchant Receipt Copy...............................................................209
10 END-OF-DAY PROCEDURE.............................................................................211
10.1 Close Batch...................................................................................................................................................211
10.2 Multi-terminal Reports...............................................................................................................................212
10.2.1 Multi-Terminal Report for All Terminals..............................................................................................212
10.2.2 Multi-Terminal Report for One or More Terminals by Name...............................................................213
10.2.3 Multi-Terminal Report for One or More Groups of Terminals .............................................................214
11 TROUBLESHOOTING.......................................................................................215
11.1 Additional Documentation..........................................................................................................................215
11.2 Telephone Assistance...................................................................................................................................215
11.3 Merchant Direct...........................................................................................................................................215
11.4 Troubleshooting...........................................................................................................................................216
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11.5 Error Messages on the iWL220 Terminal.................................................................................................216
11.6 Hardware Problems.....................................................................................................................................232
11.7 Understanding DECLINED Messages.......................................................................................................234
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1 Introduction
1.1 Getting Started
You must prepare your terminal before you process transactions:
1. Set up the Hardware.
2. Configure the terminal.
3. Initialize the terminal.
4. Log on to the Moneris Host.
5. Charge the battery.
IMPORTANT: When charging a battery for the first time it must left it on the base for a minimum of 3
hours.
6. Check the printer for paper: Press the key for several seconds to see if paper appears.
Note: If no paper appears, load a paper roll in the printer.
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.
1.2 Learning About the Terminal
The Moneris iWL220 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 iWL220 Hardware
•Features & Procedures
•READY Screens
•Training mode
•MAIN Menu
1.3 Caring for your Moneris Hardware
Proper care of your terminal 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.
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1 Introduction
1.3.1 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.
1.3.2 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.
2 Moneris iWL220 Short-Range Mobile Operating Manual

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 iWL220 terminals.
•Backlight
•Bilingual Displays and Receipts
•Chip Card Processing
•Ethernet Communication
•Menu-driven interface
•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.
The backlight will turn on again the first time any button is pressed.
IMPORTANT: The buttons on the keypad still function normally even when the backlight is turned off. For
example, if you press the 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.
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 ****.
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2 Features and Procedures
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 the key, 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:
READY, MAIN MENU, TRANSACTIONS, REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
Icon Description
The terminal can see the wireless signal from the base and can process
transactions.
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2 Features and Procedures
Ethernet Communication Status
If your base is configured to use Ethernet communication 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 key to access the ADMIN FUNCTIONS menu.
Icon Description
(Ethernet Connection Available symbol)
appears under normal conditions and indicates that the base is configured to use Ethernet
communication 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 base is configured to use Ethernet communication AND the dial parameters are configured on your terminal
AND your base is connected to a dial line:
•when there is a problem with the Ethernet connection, the base 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 Communication Status
If your base is using dial 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 communication, an error message will appear.
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2 Features and Procedures
6 Moneris iWL220 Short-Range Mobile Operating Manual
2.1.4 The Menu Feature
All transactions and functions can be accessed through menus and sub-menus.
- Scroll down: press
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
GIVEX
GIVEX menu
REPORTS REPORT FUNCS menu
ADMIN ADMIN FUNCS menu
CONFIGURATION CONFIG FUNCS menu
To access the MAIN MENU:
from the READY screen:
•Simply press the key.

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Moneris iWL220 Short-Range Mobile Operating Manual 7
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.
To access the TRANSACTIONS menu:
from the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Press the key to select TRANSACTIONS.
The TRANSACTIONS menu appears.

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8 Moneris iWL220 Short-Range Mobile Operating Manual
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 Batch Totals report and
close the current batch in order to deposit funds in your account.
TRANS LIST List of all stored transactions by date or by batch.
TRANS INQUIRY List of transactions based on selected criteria and
print duplicate Merchant Copies of receipts and
delete Pre-Authorization transactions.
DEPOSIT TOTALS Report listing deposit totals by card and transaction type.
MERCH SUBTOTAL Report listing totals in the current batch by card and transaction type.
TIP TOTALS 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 Deposit Totals report for each terminal associated with your Moneris Merchant ID.
This item appears only if Multi-Terminal Reporting is enabled.
CLERK INQUIRY 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 List of Pre-Authorization transactions based on selected criteria.
EMV PARMS LIST Report listing the current EMV parameter settings.
CONFIG LIST Report listing the current settings for each parameter.
HELP LIST List of the functions and transactions with their Shortcut codes.
To access the REPORT FUNCS menu:
from the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to REPORTS, and press the key.
The REPORT FUNCS menu appears.

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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 Instant processing of a customer's Private Label Credit
Card Application.
POWER OFF Power off the terminal.
To access the ADMIN FUNCS menu:
from the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press the key.
The ADMIN FUNCTIONS menu appears.

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10 Moneris iWL220 Short-Range Mobile Operating Manual
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 iWL220 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.
CONFIG FUNCS 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 key.
The MAIN MENU appears.
2. Scroll down to CONFIGURATION, and press the key.
The CONFIG FUNCS menu appears.