Moneris mobile 8200 User manual

Using
Your
Terminal
Moneris® Mobile 8200
Need help?
Please contact the Moneris Merchant Service Centre
toll-free at 1-866-319-7450 (open 24 hours a day, 7 days
a week).
If you use Merchant Direct, you can also contact us
online. Simply log in to Merchant Direct and use the
Message Centre to send a secure message directly to
the Moneris Merchant Service Centre.
For more information, visit the Moneris Mobile 8200
product webpage at moneris.com/8200.
Shop for point-of-sale supplies and paper online at
shopmoneris.com.
Important: You must use the exact power adaptor
and cables provided by Moneris Solutions to work
with the Moneris Mobile 8200 terminal. Failure to do
so may affect the operability of or cause damage to
the equipment.
® 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.
© 2010 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 afliates 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 afliates 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 at moneris.com/en/Support/
Downloads/MerchantManuals.aspx.
82-UYT-E (07/10)

2 1
Record your Moneris merchant number here:
Need help?
Call 1-866-319-7450
Moneris Mobile 8200 ........................... 2
Wireless communication ........................ 5
Battery use ..................................... 6
Card entry options .............................. 8
Transactions .................................... 9
Receipts ........................................ 14
Reporting ....................................... 16
Administrative transactions ...................... 19
End-of-day process .............................. 20
Troubleshooting ................................ 22
Contents

2 1
Record your Moneris merchant number here:
Need help?
Call 1-866-319-7450
Moneris Mobile 8200 ........................... 2
Wireless communication ........................ 5
Battery use ..................................... 6
Card entry options .............................. 8
Transactions .................................... 9
Receipts ........................................ 14
Reporting ....................................... 16
Administrative transactions ...................... 19
End-of-day process .............................. 20
Troubleshooting ................................ 22
Contents

2 3
Moneris Mobile 8200
Use this handheld, all-in-one wireless terminal to
process transactions at the point of sale (POS). When
prompted, you (and sometimes your customer) will
key in information on the terminal. If your customer
is required to key in information, you will pass the
terminal back and forth.
Cards accepted
• Magnetic stripe cards
• Chip cards
5
1
6
7
9
2
3
4
8
Terminal keys
1 F1, F2, F3
• Move through the items on the display.
• Select the option displayed above the key (e.g. If YES
displays above F1, press F1 to select YES. If displays
above F3, press F3 to scroll up).
• To select an item, scroll through the list until the
item is highlighted (e.g. LOGON vs. LOGON), and
then press OK.
2 Alpha-numeric keys
• Key in numbers, letters and punctuation
(with the Admin key).
3 Paper feed
• Advance the receipt paper in the printer.
4 Admin
• Go to the MAIN MENU from the READY screen.
• Select letters and punctuation.
5 Can/Ann
• Cancel a transaction.
• Move back one screen at a time.
6 CORR
• Clear displayed data one character at a time.
7 OK/Enter/Entree
• Accept displayed data.
• Submit data.
• Select highlighted menu item.
8 Printer
9 Magnetic stripe reader
10 Chip reader
Backlight
If the backlight goes off (the display and buttons lose
their green glow), press any key. The keys continue to
function even when the backlight is off.
10

2 3
Moneris Mobile 8200
Use this handheld, all-in-one wireless terminal to
process transactions at the point of sale (POS). When
prompted, you (and sometimes your customer) will
key in information on the terminal. If your customer
is required to key in information, you will pass the
terminal back and forth.
Cards accepted
• Magnetic stripe cards
• Chip cards
5
1
6
7
9
2
3
4
8
Terminal keys
1 F1, F2, F3
• Move through the items on the display.
• Select the option displayed above the key (e.g. If YES
displays above F1, press F1 to select YES. If displays
above F3, press F3 to scroll up).
• To select an item, scroll through the list until the
item is highlighted (e.g. LOGON vs. LOGON), and
then press OK.
2 Alpha-numeric keys
• Key in numbers, letters and punctuation
(with the Admin key).
3 Paper feed
• Advance the receipt paper in the printer.
4 Admin
• Go to the MAIN MENU from the READY screen.
• Select letters and punctuation.
5 Can/Ann
• Cancel a transaction.
• Move back one screen at a time.
6 CORR
• Clear displayed data one character at a time.
7 OK/Enter/Entree
• Accept displayed data.
• Submit data.
• Select highlighted menu item.
8 Printer
9 Magnetic stripe reader
10 Chip reader
Backlight
If the backlight goes off (the display and buttons lose
their green glow), press any key. The keys continue to
function even when the backlight is off.
10

54
Optional devices
• Connects to up to seven
terminals via wireless
communication.
• Connects to the Moneris
Host via Ethernet
communication.
• Charges the Mobile
8200 battery.
Communications base
• Charges the Mobile
8200 battery.
Charge-only base
Rechargeable battery
The Mobile 8200 is powered
by this removable battery.
Along with the wireless
communication feature, the
battery power allows you to
take the terminal right to
your customer.
There are two types of
battery-charging bases
that can be used with
the terminal:
The base
Wireless
communication
The Mobile 8200 terminal uses wireless communication
to connect to a communications base. The terminal
must be within the coverage area of the communications
base to process transactions.
Important icons
Wireless signal status
This icon appears in the top right corner of the
display on the following screens: MAIN MENU,
REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
Indicates the terminal recognizes the
wireless signal from the base and can
process transactions.
To test the wireless communication:
1. Power up the base and the terminal.
2. Press the Admin key to go to the MAIN MENU.
3. Walk with the terminal to the spot farthest away
from the base that the terminal is likely to use (e.g.
the far side of the patio, the back room, the second
oor).
4. While you are walking, check that the wireless
signal icon is displayed on the MAIN MENU
screen the whole time. If the icon is not displayed,
transactions cannot be processed when the
terminal is in that spot.

54
Optional devices
• Connects to up to seven
terminals via wireless
communication.
• Connects to the Moneris
Host via Ethernet
communication.
• Charges the Mobile
8200 battery.
Communications base
• Charges the Mobile
8200 battery.
Charge-only base
Rechargeable battery
The Mobile 8200 is powered
by this removable battery.
Along with the wireless
communication feature, the
battery power allows you to
take the terminal right to
your customer.
There are two types of
battery-charging bases
that can be used with
the terminal:
The base
Wireless
communication
The Mobile 8200 terminal uses wireless communication
to connect to a communications base. The terminal
must be within the coverage area of the communications
base to process transactions.
Important icons
Wireless signal status
This icon appears in the top right corner of the
display on the following screens: MAIN MENU,
REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
Indicates the terminal recognizes the
wireless signal from the base and can
process transactions.
To test the wireless communication:
1. Power up the base and the terminal.
2. Press the Admin key to go to the MAIN MENU.
3. Walk with the terminal to the spot farthest away
from the base that the terminal is likely to use (e.g.
the far side of the patio, the back room, the second
oor).
4. While you are walking, check that the wireless
signal icon is displayed on the MAIN MENU
screen the whole time. If the icon is not displayed,
transactions cannot be processed when the
terminal is in that spot.

6 7
Battery use
Extending battery life
Stand-By mode
To save battery life, the 8200 terminal goes into Stand-
By mode when it has not been used for a set time
period and is not on a base. In Stand-By mode, the green
backlight is off, and the display screen is blank. To exit
Stand-By mode, power up the terminal (see below).
Power On
• If the battery is charged, simply press OK.
• If the battery needs to be charged, place the
terminal (with the battery attached) on the base.
The green backlight comes back on, the READY screen
appears, and the icon appears until the terminal
establishes the charge level of the battery.
Power Off [49]
Extend battery life by using this mode to turn off the
terminal when it is not in use. (Or, wait for the Stand-
By timer to automatically power off the terminal
after a set time period; see Stand-By mode above.)
1. If the terminal is on the base, remove it from the base.
2. Press the Admin key, select ADMIN, and then select
POWER OFF.
3. Press F1 (YES). The green backlight goes off, and the
display screen goes blank.
Base status light
The green LED on the front of the communications
base indicates the power and communications status
of the base.
Light status Base status
Off Powered off.
On
(but not ashing)
Powered on, has found at least one
registered terminal and, if using IP, is ready
to communicate or is communicating
with the Host. If using dial backup, the
base is communicating with the Host,
or a terminal is sitting on the base.
Flashing quickly Unable to nd any registered terminals.
Flashing slowly
(dial backup only) Powered on, has found at least one
registered terminal and is ready to
communicate with the Host.
Helpful hints
Check the battery charge level before taking the
terminal to the customer.
Li-ion batteries:
Remember to put the terminal back on the base
between transactions to maintain the battery charge.
NiMH batteries:
Remember to let the NiMH battery discharge completely
before putting the terminal back on a base.
Important Icons
Battery charging
In order to charge, the battery must be attached to a
terminal that is placed on the base (and not in use).
Indicates terminal is sitting correctly on
the base and the battery is being charged.
Battery charge status
This icon appears in the top right corner of the
display on the following screens: MAIN MENU,
REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
Indicates fully charged (100%) battery.
Almost fully charged (75%) battery.
Half-charged (50%) battery.
Low-charged (25% ) battery:
Printing slows down; green backlight goes
off and can’t be turned on again until a
charged battery is attached to the terminal
or the terminal is placed on a base.
Empty battery:
Transaction data and conguration
parameters are not lost if the battery
reaches 0% charge.
[no icon]

6 7
Battery use
Extending battery life
Stand-By mode
To save battery life, the 8200 terminal goes into Stand-
By mode when it has not been used for a set time
period and is not on a base. In Stand-By mode, the green
backlight is off, and the display screen is blank. To exit
Stand-By mode, power up the terminal (see below).
Power On
• If the battery is charged, simply press OK.
• If the battery needs to be charged, place the
terminal (with the battery attached) on the base.
The green backlight comes back on, the READY screen
appears, and the icon appears until the terminal
establishes the charge level of the battery.
Power Off [49]
Extend battery life by using this mode to turn off the
terminal when it is not in use. (Or, wait for the Stand-
By timer to automatically power off the terminal
after a set time period; see Stand-By mode above.)
1. If the terminal is on the base, remove it from the base.
2. Press the Admin key, select ADMIN, and then select
POWER OFF.
3. Press F1 (YES). The green backlight goes off, and the
display screen goes blank.
Base status light
The green LED on the front of the communications
base indicates the power and communications status
of the base.
Light status Base status
Off Powered off.
On
(but not ashing)
Powered on, has found at least one
registered terminal and, if using IP, is ready
to communicate or is communicating
with the Host. If using dial backup, the
base is communicating with the Host,
or a terminal is sitting on the base.
Flashing quickly Unable to nd any registered terminals.
Flashing slowly
(dial backup only) Powered on, has found at least one
registered terminal and is ready to
communicate with the Host.
Helpful hints
Check the battery charge level before taking the
terminal to the customer.
Li-ion batteries:
Remember to put the terminal back on the base
between transactions to maintain the battery charge.
NiMH batteries:
Remember to let the NiMH battery discharge completely
before putting the terminal back on a base.
Important Icons
Battery charging
In order to charge, the battery must be attached to a
terminal that is placed on the base (and not in use).
Indicates terminal is sitting correctly on
the base and the battery is being charged.
Battery charge status
This icon appears in the top right corner of the
display on the following screens: MAIN MENU,
REPORT FUNCS, ADMIN FUNCS, and CONFIG FUNCS.
Indicates fully charged (100%) battery.
Almost fully charged (75%) battery.
Half-charged (50%) battery.
Low-charged (25% ) battery:
Printing slows down; green backlight goes
off and can’t be turned on again until a
charged battery is attached to the terminal
or the terminal is placed on a base.
Empty battery:
Transaction data and conguration
parameters are not lost if the battery
reaches 0% charge.
[no icon]

8 9
Card entry options
Insert: Chip cards
1. Wait for “SWIPE OR
INSERT CARD” to display
on the terminal.
2. Either you or the
customer insert
the card into the
chip reader.
Note: Unless the terminal
prompts otherwise, do
not swipe a chip card
even if the card has a
magnetic stripe.
3. The customer may be prompted to key in a PIN.
4. Ensure that the chip card remains inserted until the
“REMOVE CARD” prompt appears.
Swipe: Magnetic stripe cards
1. Wait for “SWIPE CARD”
or “SWIPE OR INSERT
CARD” to display on
the terminal.
2. Swipe the card on the
magnetic stripe reader.
Note: If the card has a
chip and the terminal
is enabled to read chip
cards, the card must be
inserted into the chip reader.
Manual entry
If all available card entry methods fail, you may
manually enter the card number for credit cards and
some debit cards. When “SWIPE CARD” or “SWIPE OR
INSERT CARD” displays, simply key in the card number
on the terminal, and press OK.
All instructions in this guide begin at the READY
screen. To access the READY screen from any other
screen, press the Can/Ann key repeatedly until the
READY screen appears.
Guidelines for nancial transactions
1. Determine the transaction to be processed (e.g.
Purchase or Refund).
2. Establish the means of payment (credit or debit).
3. Enter the card data on the POS device (see page 8).
4. Follow the terminal prompts* (see pages 10-13).
5. Process receipts (see page 14).
*Prompts may vary depending on terminal setup, merchant setup
and card type.
Note: Some debit cards may display Cashback and/or
Account Selection and PIN prompts after the terminal
has been returned to you. Hand the terminal back to the
customer to respond to these prompts.
Admin code shortcuts
To bypass scrolling through menus to select a
transaction, use the Admin codes to jump directly to a
transaction. Admin codes can be found in this guide in
square brackets beside the transaction name (i.e. “Logon
[02]” means the Admin code for logging on is 02).
To use an Admin code:
1. Press the Admin key until “ENTER ADMIN
CODE” appears.
2. Key in the Admin code, and press OK. The
transaction appears.
To print a list of all Admin codes:
1. Press the Admin key until “ENTER ADMIN
CODE” appears.
2. Key in 40, and press OK. The list prints.
Transactions