Moneris mobile 8200 User manual

Moneris Mobile 8200
OPERATING MANUAL
Software Version 6.60
Documentation Date: April 27, 2009

Copyright Notice
Copyright © 2009 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.
Disclaimer
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 debit and/or credit processing with Moneris Solutions 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, as applicable with Moneris.

Table of Contents
CHAPTER TABLE OF CONTENTS I
CHAPTER 1INTRODUCTION 1
1.1 What's New in v6.60..................................................................................................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
CHAPTER 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.................................................................................................14
2.1.6 Stored Transactions ......................................................................................18
2.1.7 Training Mode...............................................................................................19
2.1.8 Wireless Communication on the Mobile 8200 ..............................................19
2.1.9 Stand-by Mode ..............................................................................................19
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 Mobile 8200........................................................21
2.2.5 Clerk Subtotalling.........................................................................................22
2.2.6 Clerk IDs.......................................................................................................22
2.2.7 Credit-only Processing..................................................................................23
2.2.8 Dial Backup Communications for Ethernet ..................................................23
2.2.9 Declined Beep...............................................................................................23
2.2.10 Invoice Number Prompt................................................................................23
2.2.11 Multi-Terminal Reporting.............................................................................23
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2.2.12 Terminal Names............................................................................................24
2.2.13 Personalized Message on Receipts ...............................................................24
2.2.14 Pre-Authorization as the Default Transaction..............................................24
2.2.15 Private Label Cards......................................................................................24
2.2.16 Air Miles Rewards Transactions...................................................................25
2.2.17 Air Miles Rewards Administration................................................................25
2.2.18 Corporate Cards...........................................................................................25
2.2.19 Signatureless Transactions ...........................................................................25
2.2.20 Tip Entry by Cardholder...............................................................................27
2.2.21 Tip Line on Pre-Authorization Receipts........................................................27
2.2.22 Tip Reporting ................................................................................................27
2.2.23 Tip Percentage Default.................................................................................28
2.3 Standard Procedures ................................................................................................28
2.3.1 Powering Up the Mobile 8200......................................................................28
2.3.2 Powering Down the Mobile 8200..................................................................29
2.3.3 Attaching the Battery ....................................................................................29
2.3.4 Removing the Battery....................................................................................30
2.3.5 Charging the Battery.....................................................................................30
2.3.6 Battery Charging Status................................................................................30
2.3.7 Battery Charge Level....................................................................................31
2.3.8 Battery Management Tips .............................................................................31
2.3.9 Bilingual Displays and Receipts ...................................................................32
2.3.10 Changing the Display Language...................................................................32
2.3.11 Taking a Manual Imprint of a Credit Card...................................................33
2.3.12 Cancelling a Transaction..............................................................................34
2.3.13 Cancelling a Report ......................................................................................34
2.3.14 Reprinting a Receipt or Report.....................................................................34
2.3.15 The Reprint Function ....................................................................................35
2.3.16 Disputed Debit Transactions.........................................................................35
2.3.17 PAN Fraud Check.........................................................................................35
2.3.18 Code 10 Authorization ..................................................................................36
2.3.19 Terminal Security..........................................................................................36
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 Credit Pre-Authorization Advice List - Entering an Amount........................38
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2.3.25 Deleting a Pre-Auth from the Pre-Authorization Advice List .......................39
2.3.26 Entering the Promo Code for Private Label Credit Card Transactions......39
2.3.27 Finding the Original Sequence Number........................................................40
2.3.28 Cardholder Entry..........................................................................................40
CHAPTER 3THE MONERIS MOBILE 8200 HARDWARE 53
3.1 Setting up the Hardware ..........................................................................................53
3.2 Selecting the Base Location.....................................................................................54
3.2.1 Base Location Considerations ......................................................................54
3.2.2 Ensure the base is placed:.............................................................................54
3.2.3 Protect the base from:...................................................................................54
3.2.4 Do not place the base near:..........................................................................55
3.2.5 Sample Floorplans........................................................................................55
3.2.6 Center-Obstruction Floor Plan.....................................................................55
3.2.7 Indoor/Outdoor Floor plan...........................................................................55
3.2.8 L-Shaped Floor plan.....................................................................................56
3.2.9 Multi-Level Floor plan..................................................................................56
3.2.10 Testing the Wireless Communications ..........................................................56
3.3 Registering the Handheld to a Base.........................................................................57
3.3.1 Communications Base ID..............................................................................57
3.4 The Handheld Terminal...........................................................................................58
3.5 The Integrated Printer..............................................................................................58
3.6 The Display..............................................................................................................59
3.6.1 The READY Screen........................................................................................59
3.6.2 The TRAINING Screen..................................................................................59
3.6.3 The Credit-Only READY Screen...................................................................59
3.6.4 The Pre-Auth READY Screen........................................................................60
3.7 The Terminal Keypad..............................................................................................60
3.8 The Magnetic Stripe Reader ....................................................................................62
3.9 The Chip Card Reader on the Terminal...................................................................62
3.10 The Battery ..............................................................................................................63
3.10.1 Identifying Battery Types ..............................................................................63
3.11 The Communications Base......................................................................................64
3.12 The Charge-Only Base.............................................................................................65
3.13 The LED on the Base...............................................................................................66
3.13.1 LED States on the Communications Base.....................................................67
3.14 The Cables...............................................................................................................68
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3.14.1 The Power Cable...........................................................................................68
3.14.2 Installing the Power Cable............................................................................68
3.14.3 Dial Communications Cable.........................................................................69
3.14.4 Ethernet Communications Cable ..................................................................69
CHAPTER 4CONFIGURING YOUR TERMINAL 71
4.1 Configuring Communications..................................................................................71
4.1.1 Configuring Dial Communications...............................................................72
4.1.2 Dial Backup Communications for Ethernet ..................................................74
4.1.3 Configuring Ethernet Communications ........................................................74
4.2 Configuring the Receipt Format ..............................................................................81
4.2.1 Select number of receipts printed for a transaction......................................84
4.2.2 Select and edit the trailer message for cardholder receipts..........................84
4.2.3 Reset the trailer message to the original text................................................85
4.2.4 Trailer Message Options...............................................................................86
4.3 Disabling the Backlight ...........................................................................................87
4.4 Configuring Corporate (Purchasing) Cards .............................................................87
4.5 Configuring Private Label .......................................................................................88
4.6 Configuring General Parameters..............................................................................88
4.7 Configuring Clerk Subtotals....................................................................................93
4.7.1 Allow Clerks to Zero Totals ..........................................................................94
4.7.2 Identify Clerk ID Entry Method ....................................................................94
4.7.3 Adding Clerk IDs (including the Default Clerk ID)......................................95
4.7.4 Removing Clerk IDs......................................................................................95
4.7.5 Enabling Clerk Subtotalling..........................................................................96
4.7.6 Enabling the Clerk ID Prompt......................................................................96
4.7.7 Enabling the Default Clerk ID......................................................................97
4.7.8 Identifying the Clerk ID Location .................................................................97
4.8 Configuring Multi-terminal Reporting.....................................................................97
4.8.1 Enabling Multi-Terminal Reporting..............................................................97
4.8.2 Disabling Multi-terminal Reporting..............................................................98
4.8.3 Changing the Terminal Name .......................................................................98
4.8.4 Deleting the Terminal Name.........................................................................99
4.9 Configuring Cheque Authorization..........................................................................99
4.10 Initialization...........................................................................................................100
4.10.1 First Initialization.......................................................................................100
4.10.2 Re-initialization...........................................................................................100
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4.11 Restore Factory Defaults .......................................................................................101
4.12 Remote Code Download........................................................................................101
CHAPTER 5FINANCIAL TRANSACTIONS 103
5.1 Transaction Flows in v6.xx and above...................................................................103
5.2 Credit Card Transactions.......................................................................................103
5.2.1 Credit Purchase ..........................................................................................103
5.2.2 Credit Purchase Void..................................................................................104
5.2.3 Credit Refund..............................................................................................106
5.2.4 Credit Refund Void......................................................................................107
5.2.5 Credit Pre-Authorization ............................................................................108
5.2.6 Credit Pre-Authorization as Default...........................................................109
5.2.7 Credit Advice - with Pre-Authorization Sequence Number.........................110
5.2.8 Credit Advice - with Voice Authorization Number......................................111
5.2.9 Credit Pre-Authorization Advice List..........................................................112
5.2.10 Manually Processing Credit Transactions..................................................114
5.2.11 Manually Processing Credit Transactions UNDER Floor Limit................114
5.2.12 Manually Processing Credit Transactions OVER Floor Limit..................114
5.2.13 Corporate Card Purchase...........................................................................115
5.2.14 E-commerce & MOTO Transactions ..........................................................115
5.2.15 Private Label Transactions.........................................................................118
5.3 Chip Credit Card Transactions .......................................................................120
5.3.1 Credit Purchase with Chip Card .........................................................120
5.3.2 Credit Purchase Void with Chip Card ................................................120
5.3.3 Credit Refund with Chip Card .............................................................122
5.3.4 Credit Refund Void with Chip Card ....................................................122
5.3.5 Credit Pre-Authorization with Chip Card ...........................................124
5.3.6 Credit Pre-Authorization as Default with Chip Card ..........................124
5.3.7 Corporate Card Purchase with Chip Card .........................................125
5.4 Debit Card Transactions ........................................................................................126
5.4.1 Debit Purchase............................................................................................126
5.4.2 Debit Purchase Void...................................................................................127
5.4.3 Debit Refund ...............................................................................................128
5.4.4 Debit Refund Void.......................................................................................129
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5.5 Chip Debit Card Transactions ........................................................................130
5.5.1 Debit Purchase with Chip Card ..........................................................130
5.5.2 Debit Purchase Void with Chip Card ..................................................131
5.5.3 Debit Refund with Chip Card .............................................................132
5.5.4 Debit Refund Void with Chip Card .....................................................133
5.6 Cheque Authorization............................................................................................134
5.6.1 Cheque Authorization .................................................................................134
5.6.2 Cheque Authorization with a Credit Card ..................................................134
5.6.3 Cheque Authorization with a Driver's Licence ...........................................135
5.6.4 Province or State Code ...............................................................................136
5.7 Receipt Printing for Debit and Credit Transactions...............................................136
5.7.1 Receipt Printing after a Transaction (Credit).............................................136
5.7.2 Receipt Printing after a Transaction (Debit)..............................................137
CHAPTER 6THE ERNEX PROGRAMS 141
6.1 The Ernex Gift Card Program................................................................................141
6.2 The Moneris Gift Card Program............................................................................142
6.3 Gift Card Transactions...........................................................................................142
6.3.1 Activate a Gift Card....................................................................................142
6.3.2 Deactivate a Gift Card................................................................................143
6.3.3 Ernex Gift Card Purchase...........................................................................144
6.3.4 Ernex Gift Card Refund ..............................................................................145
6.4 The Ernex Loyalty Program...................................................................................146
6.4.1 Ernex Loyalty Card Transactions...............................................................146
6.4.2 Ernex Combo Card Transactions................................................................146
6.4.3 Ernex Reports..............................................................................................146
6.5 Ernex Loyalty Transactions...................................................................................146
6.5.1 Activate a Loyalty Card ..............................................................................146
6.5.2 Deactivate a Loyalty Card ..........................................................................147
6.5.3 Ernex Redemption.......................................................................................148
6.5.4 Loyalty Card Purchase ...............................................................................149
6.5.5 Starting an Ernex Loyalty Card Transaction from a Pre-Authorization
Transaction .................................................................................................149
6.5.6 Starting an Ernex Loyalty Card Transaction from a Pre-Auth Completion
Transaction .................................................................................................150
6.5.7 Ernex Loyalty Card Refund.........................................................................150
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6.6 Ernex Procedures...................................................................................................151
6.6.1 Reprinting Ernex Receipts...........................................................................151
6.6.2 Starting an Ernex Loyalty Card Transaction from a Financial Transaction
....................................................................................................................152
6.6.3 Transferring the Balance to a New Gift Card.............................................152
6.6.4 Selecting the Balance Due Payment Method ..............................................153
6.6.5 Entering the Optional Information..............................................................153
6.6.6 Entering the Activation Amount..................................................................154
6.6.7 Entering the Benefit Amount.......................................................................154
6.6.8 Entering the Number of Points for a Redemption .......................................155
6.6.9 Entering the Redemption Amount ...............................................................155
6.7 The Menu Feature in Ernex ...................................................................................156
6.7.1 The ERNEX Menu.......................................................................................156
6.7.2 The Ernex SETUP Menu.............................................................................157
6.7.3 The Ernex VOUCHER HEADER Menu......................................................158
6.7.4 The Ernex REPORT FUNCTIONS Menu....................................................159
6.8 Ernex Admin Transactions ....................................................................................160
6.8.1 Ernex Card Inquiry.....................................................................................160
6.8.2 Voiding an Ernex Transaction ....................................................................161
6.8.3 Ernex Close Batch.......................................................................................162
6.8.4 Ernex Initialization .....................................................................................162
6.9 Ernex Reports ........................................................................................................164
6.9.1 Printing an Ernex Report after a Financial Report ....................................164
6.9.2 Printing a Stored Transactions Report for Ernex Transactions..................164
6.9.3 Printing an Ernex Open Batch Totals Report .............................................165
6.9.4 Ernex Transaction Inquiry Report ..............................................................166
6.9.5 Clerk Subtotalling on Ernex Transactions..................................................167
6.9.6 Ernex Clerk Subtotals Report for All Clerks...............................................168
6.9.7 Ernex Clerk Subtotals Report for a Group of Clerks ..................................168
6.9.8 Ernex Clerk Subtotals Report for One Clerk...............................................169
6.9.9 Printing the Ernex Configuration Parameters List.....................................169
6.9.10 Printing an Ernex Help List........................................................................170
CHAPTER 7THE AIR MILES REWARDS PROGRAM 171
7.1 Air Miles Rewards Transactions............................................................................171
7.2 Air Miles Rewards Administration........................................................................171
7.3 Configuring the Air Miles Rewards Program........................................................171
7.3.1 The Air Miles REWARDS SETUP Menu.....................................................172
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7.3.2 Planning the Rewards Program Configuration ..........................................173
7.3.3 Rewards Program Planning Worksheet......................................................174
7.3.4 Reward Program Components - Calculator and Factor Values.................175
7.3.5 Reward Program Components - Bonus Offer Values..................................177
7.3.6 Reward Program Components - Incentive Values ......................................179
7.3.7 Order of Calculation...................................................................................180
7.3.8 Rewards Calculation Table.........................................................................180
7.3.9 Enable the Rewards Program.....................................................................182
7.3.10 Select the Type of Rewards Program..........................................................182
7.3.11 Configure the Calculator and Factor Values..............................................182
7.3.12 Configure the Incentive Values...................................................................183
7.3.13 Configure the Maximum Rewards Allowed.................................................184
7.3.14 Set the Rewards Totals Reset Time of day...................................................185
7.3.15 Enable the Enter Reference Number Prompt..............................................185
7.3.16 Configure the Bonus Offers.........................................................................186
7.3.17 Configure the Tax Type...............................................................................188
7.3.18 Configure the SAF Upload Time Period.....................................................188
7.4 Air Miles Transactions...........................................................................................189
7.4.1 Air Miles Rewards - Purchase ....................................................................189
7.4.2 Add Bonus Offers during a Rewards Purchase...........................................189
7.4.3 Applying the Incentive to an Air Miles Rewards Purchase.........................190
7.4.4 Air Miles Rewards - Refund........................................................................190
7.4.5 Add Bonus Offers during a Rewards Refund...............................................191
7.5 Air Miles Admin Transactions...............................................................................192
7.5.1 Completing Air Miles Reward Transactions...............................................192
7.5.2 Printing the Air Miles Rewards SAF List....................................................192
7.5.3 SAF Log Status Icons..................................................................................193
7.5.4 Deleting a transaction from the Air Miles Rewards SAF List.....................193
7.5.5 Printing an Air Miles Rewards Totals Report.............................................194
7.5.6 Printing the Air Miles Rewards Transaction List .......................................194
7.5.7 Printing an Air Miles Rewards Configuration List.....................................195
7.5.8 Printing an Air Miles Rewards Help List....................................................196
7.5.9 Rewards - Reprint Last Receipt...................................................................196
CHAPTER 8ADMIN TRANSACTIONS 197
8.1 Log On...................................................................................................................197
8.2 Log Off ..................................................................................................................197
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8.3 Private Label Instant Credit Card Application.......................................................197
8.4 Training Mode.......................................................................................................199
8.4.1 Training Mode.............................................................................................199
8.4.2 Transactions Available in Training mode...................................................199
8.4.3 Reporting Functions....................................................................................200
8.4.4 Admin Functions.........................................................................................200
8.4.5 Configuration..............................................................................................200
8.4.6 Ernex Reports..............................................................................................201
8.4.7 Entering Training Mode..............................................................................201
8.4.8 Exiting Training Mode................................................................................202
CHAPTER 9REPORTS 203
9.1 Clerk Subtotalling Reports.....................................................................................203
9.1.1 Clerk Subtotals Report for All Clerks .........................................................203
9.1.2 Clerk Subtotals Report for One Clerk.........................................................203
9.1.3 Clerk Subtotals Report for a Group of Clerks.............................................204
9.2 Printing the Configuration Parameters List ...........................................................204
9.3 EMV Parameters list..............................................................................................205
9.4 Current Batch Totals Report..................................................................................206
9.5 Deposit Totals Inquiry ...........................................................................................206
9.6 Tip Totals report ....................................................................................................207
9.7 Printing a Help List................................................................................................208
9.8 Merchant Subtotals Report ....................................................................................208
9.9 Printing the Pre-Authorization List........................................................................208
9.10 Delete a Pre-Authorization using Transaction Inquiry ..........................................210
9.11 Private Label Transactions on Reports ..................................................................211
9.12 Printing a Stored Transactions Report...................................................................211
9.13 Transaction Inquiry Report....................................................................................212
9.13.1 Printing a Transaction Inquiry Report........................................................213
9.13.2 Transaction Inquiry - Reprinting the Merchant Receipt Copy....................214
CHAPTER 10 END-OF-DAY PROCEDURE 215
10.1 Close Batch............................................................................................................215
10.2 Multi-terminal Reports ..........................................................................................216
10.2.1 Multi-Terminal Report for All Terminals....................................................216
10.2.2 Multi-Terminal Report for One or More Terminals by Name.....................217
10.2.3 Multi-Terminal Report for One or More Groups of Terminals...................218
CHAPTER 11 TROUBLESHOOTING 219
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11.1 Additional Documentation.....................................................................................219
11.2 Telephone Assistance ............................................................................................219
11.3 Troubleshooting.....................................................................................................219
11.4 Error Messages on the 8200 Terminal...................................................................220
11.5 Hardware Problems................................................................................................237
11.6 Understanding DECLINED Messages...................................................................239
11.7 Error Messages during Code Authentication.........................................................241
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1 Introduction
1.1 What's New in v6.60
•Ernex: new Multiple Card Activation prompt (allows for the consecutive activation
of multiple Gift and Loyalty cards)
Refer to the “Activate a Gift Card” or “Activate a Loyalty Card” procedure to see where this
new prompt appears in an Activate/Load transaction flow, or call the Moneris Merchant
Contact Centre to discuss how this feature 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, read these sections:
•Moneris Mobile 8200 Hardware
•Features & Procedures
•READY Screens
•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.
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1. Introduction
•Do NOT expose components to extreme temperatures.
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.
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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 Admin 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.
2.1.2.1 On Receipts
For Credit Cards:
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2. Features and Procedures
[Cardholder copy] A credit Card number will appear masked as
***************1234 while no Expiry date appears at all. .
[Merchant copy] A Card number will appear as 1234***********1111 while the
Expiry date will appear masked as ****.
For Debit Cards:
[Cardholder copy] The Card number will appear masked as 1234567891*********. .
[Merchant copy] The Card number will appear masked as 1234***********1111.
For rewards/gift cards:
[Cardholder copy] An Ernex Card number will appear masked as
***************1234 while no Expiry date appears.
[Merchant copy] The Card number will appear masked as 1234***********1111
while the Expiry date will appear fully masked as ****.
An Air Miles Rewards Card number will appear fully as 12345678911.
2.1.2.2 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 OK key, the Card numbers
are masked on the report and on the terminal display. In addition, the credit card 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.
2.1.3.1 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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2. Features and Procedures
2.1.3.2 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.
2.1.3.3 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
(it, 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.
To navigate through the menus:
- Scroll down: press F1 to move the highlight bar down
- Scroll up: press F3 to move the highlight bar up
- Select a highlighted item :press OK.
For quicker access to transactions and functions use the Short-cut codes.
2.1.4.1 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.
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2. Features and Procedures
MAIN MENU Opens the:
TRANSACTIONS TRANSACTIONS menu
ERNEX Ernex Gift and Loyalty menu
REWARDS Air Miles REWARD 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 Admin key.
2.1.4.2 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 credit Pre-Authorization transaction
P-A ADVICE process a credit Advice (to complete a Pre-Authorization
Transaction)
P-A ADVICE LST complete or delete multiple Pre-Auth transactions
Note: This item appears only if Tip Reporting is enabled.
PAYMENT
processes a private label credit 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.
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2. Features and Procedures
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
voids a private label credit 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 Admin key.
The MAIN MENU appears.
2. Press OK to select TRANSACTIONS.
The TRANSACTIONS menu appears.
2.1.4.3 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.
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2. Features and Procedures
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.
2.1.4.4 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
8 Moneris Mobile 8200 Operating Manual