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

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

10 11
Financial transactions
Purchase [100]
Credit or debit Purchase of goods or services.
1. If PURCHASE is the default, key in a Purchase
amount, and press OK. (If PURCHASE is not the
default, press the Admin key, select TRANSACTIONS,
and then select PURCHASE.)
2. Follow the prompts, but note:
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Pre-Authorization [102]
Authorization if the nal Purchase amount is
unknown (e.g. hotel or car rental).
1. If PRE-AUTH is the default: key in a Pre-Auth
amount, and press OK. (If it is not the default, press
the Admin key, select TRANSACTIONS, and then
select PRE-AUTH.)
2. Follow the prompts, but note:
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Note: When the nal Purchase amount is known, you
must perform an Advice for the nal amount using the
same card number (see page 11).
Refund [101]/VOID–Purchase [106]/VOID–Refund [107]
A Refund credits a customer’s account. A Void cancels
the original transaction.
Note: Credit card Voids must be processed in the same
batch as the original transaction.
1. Press the Admin key, select TRANSACTIONS, and
then select the transaction (REFUND or VOID-
PURCHASE or VOID-REFUND).
2. Follow the prompts, but note:
• When “ENTER ORIGINAL AUTHORIZATION #”
appears, key in the six-digit Auth# found on the
original receipt, and press OK (see Original Receipt
image on page 14).
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Advice [103]/Force Post [103]
An Advice transaction completes a Pre-Auth.
A Force Post transaction completes a voice-authorized
Purchase.
Note: The Advice transaction must be processed on the
same terminal as the original Pre-Auth.
1. Press the Admin key, select TRANSACTIONS, and
then select P-A ADVICE.
2. When “FIND ORIGINAL TRANSACTION?” appears,
press F1 (YES) for Advice or press F3 (NO) for
Force Post.
3. Follow the prompts, but note:
• If “ENTER ORIGINAL AUTHORIZATION #” appears,
key in the (voice) Auth # written on your paper
sales draft.
• If “ENTER ORIGINAL SEQUENCE NUMBER” appears,
key in the six-digit # found on the Pre-Auth
receipt, and press OK (see Pre-Auth Receipt image
on page 14).
• If “ENTER AMOUNT” appears, key in the amount
written on the Total line (sum of the printed Pre-
Auth amount plus any written Tip), and press OK
(see Pre-Auth Receipt image on page 14).
• If “ENTER ORIGINAL AMOUNT” appears, key in the
printed Pre-Auth amount found on the receipt,
and press OK. When “ENTER TIP AMOUNT” appears,
key in the amount written on the Tip line, and
press OK (see Pre-Auth Receipt on page 14).
• If “FIND ORIGINAL TRANSACTION” appears, press
F1 (YES) to process another Advice, or press F3 (NO)
and then press the Can/Ann key to return to the
READY screen.
Advice List [109]
Completes a Pre-Auth from a list.
Note: The Advice List (P-A ADV LIST) will only appear if Tip
Reporting is enabled. The Advice must be processed on the
same terminal as the original Pre-Auth.
1. Press the Admin key, select TRANSACTIONS, and then
select P-A ADV LIST.
2. Follow the prompts, but note:
• To narrow your search criteria, key in the data
as prompted when “ENTER CLERK ID,” “ENTER
AMOUNT,” “DATE” and “BATCH NUMBER” appear;
(Continued on page 12)

10 11
Financial transactions
Purchase [100]
Credit or debit Purchase of goods or services.
1. If PURCHASE is the default, key in a Purchase
amount, and press OK. (If PURCHASE is not the
default, press the Admin key, select TRANSACTIONS,
and then select PURCHASE.)
2. Follow the prompts, but note:
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Pre-Authorization [102]
Authorization if the nal Purchase amount is
unknown (e.g. hotel or car rental).
1. If PRE-AUTH is the default: key in a Pre-Auth
amount, and press OK. (If it is not the default, press
the Admin key, select TRANSACTIONS, and then
select PRE-AUTH.)
2. Follow the prompts, but note:
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Note: When the nal Purchase amount is known, you
must perform an Advice for the nal amount using the
same card number (see page 11).
Refund [101]/VOID–Purchase [106]/VOID–Refund [107]
A Refund credits a customer’s account. A Void cancels
the original transaction.
Note: Credit card Voids must be processed in the same
batch as the original transaction.
1. Press the Admin key, select TRANSACTIONS, and
then select the transaction (REFUND or VOID-
PURCHASE or VOID-REFUND).
2. Follow the prompts, but note:
• When “ENTER ORIGINAL AUTHORIZATION #”
appears, key in the six-digit Auth# found on the
original receipt, and press OK (see Original Receipt
image on page 14).
• If “CUSTOMER PRESS OK TO CONTINUE” appears,
pass the terminal to the customer (see page 12).
3. Process receipts (see page 14).
Advice [103]/Force Post [103]
An Advice transaction completes a Pre-Auth.
A Force Post transaction completes a voice-authorized
Purchase.
Note: The Advice transaction must be processed on the
same terminal as the original Pre-Auth.
1. Press the Admin key, select TRANSACTIONS, and
then select P-A ADVICE.
2. When “FIND ORIGINAL TRANSACTION?” appears,
press F1 (YES) for Advice or press F3 (NO) for
Force Post.
3. Follow the prompts, but note:
• If “ENTER ORIGINAL AUTHORIZATION #” appears,
key in the (voice) Auth # written on your paper
sales draft.
• If “ENTER ORIGINAL SEQUENCE NUMBER” appears,
key in the six-digit # found on the Pre-Auth
receipt, and press OK (see Pre-Auth Receipt image
on page 14).
• If “ENTER AMOUNT” appears, key in the amount
written on the Total line (sum of the printed Pre-
Auth amount plus any written Tip), and press OK
(see Pre-Auth Receipt image on page 14).
• If “ENTER ORIGINAL AMOUNT” appears, key in the
printed Pre-Auth amount found on the receipt,
and press OK. When “ENTER TIP AMOUNT” appears,
key in the amount written on the Tip line, and
press OK (see Pre-Auth Receipt on page 14).
• If “FIND ORIGINAL TRANSACTION” appears, press
F1 (YES) to process another Advice, or press F3 (NO)
and then press the Can/Ann key to return to the
READY screen.
Advice List [109]
Completes a Pre-Auth from a list.
Note: The Advice List (P-A ADV LIST) will only appear if Tip
Reporting is enabled. The Advice must be processed on the
same terminal as the original Pre-Auth.
1. Press the Admin key, select TRANSACTIONS, and then
select P-A ADV LIST.
2. Follow the prompts, but note:
• To narrow your search criteria, key in the data
as prompted when “ENTER CLERK ID,” “ENTER
AMOUNT,” “DATE” and “BATCH NUMBER” appear;
(Continued on page 12)

12 13
Customer prompts
This table lists the prompts your customers might see
during a POS transaction, along with the actions to
take for each one.
Customer
prompt Customer action
SELECT
LANGUAGE
Presses F1 (ENGLISH).
Or presses F3 (FRANCAIS).
SELECT
<Application
name>
Presses F1 (YES) to select the displayed
application.
Or presses F3 (NO) to view the next
application on the card.
<Application
name>-OK?
Presses F1 (YES) to conrm that they wish
to use the displayed application.
CASH BACK? Presses F1 (YES) or presses F2 (NO).
SELECT CASH
BACK
$AA $BB $CC
Presses F1 or F2 or F3 to select a displayed
amount
SELECT CASH
BACK
$AA $BB
OTHER
Presses F3 (OTHER), keys in an amount,
and presses OK.
TIP?
AA% OTHER
Presses F1 to select the preset %, and then
presses OK.
Or presses F3 to enter a different amount,
including no Tip.
ENTER TIP
% $
Presses F1 (%) or F3 ($).
ENTER TIP
PERCENTAGE
or
ENTER TIP
AMOUNT
Keys in a percentage or dollar amount
(or nothing at all), and presses OK.
SELECT ACCOUNT Presses F1 (for Chequing account).
Or presses F3 (for Savings account).
ENTER PIN & OK Keys in their PIN (Personal Identication
Number), and presses OK.
RETURN TO
CLERK
Returns the terminal to you.
REMOVE CARD Removes their chip card from the reader.
Note: Customer should not remove their
chip card until this prompt appears.
otherwise, simply press OK at each of these prompts.
• When “ENTER ORIGINAL AMOUNT” appears, key
in the Pre-Auth amount printed on the Pre-Auth
receipt, and press OK (see Pre-Auth Receipt image
on page 14).
• When “ENTER TIP AMOUNT” appears, key in the
amount written on the Tip line, and press OK
(see Pre-Auth Receipt image on page 14).
• If the Pre-Auth is completed, the terminal returns
to the Pre-Auth list screen. Press the Can/Ann key
repeatedly to return to the READY screen.
(Continued from page 11)

12 13
Customer prompts
This table lists the prompts your customers might see
during a POS transaction, along with the actions to
take for each one.
Customer
prompt Customer action
SELECT
LANGUAGE
Presses F1 (ENGLISH).
Or presses F3 (FRANCAIS).
SELECT
<Application
name>
Presses F1 (YES) to select the displayed
application.
Or presses F3 (NO) to view the next
application on the card.
<Application
name>-OK?
Presses F1 (YES) to conrm that they wish
to use the displayed application.
CASH BACK? Presses F1 (YES) or presses F2 (NO).
SELECT CASH
BACK
$AA $BB $CC
Presses F1 or F2 or F3 to select a displayed
amount
SELECT CASH
BACK
$AA $BB
OTHER
Presses F3 (OTHER), keys in an amount,
and presses OK.
TIP?
AA% OTHER
Presses F1 to select the preset %, and then
presses OK.
Or presses F3 to enter a different amount,
including no Tip.
ENTER TIP
% $
Presses F1 (%) or F3 ($).
ENTER TIP
PERCENTAGE
or
ENTER TIP
AMOUNT
Keys in a percentage or dollar amount
(or nothing at all), and presses OK.
SELECT ACCOUNT Presses F1 (for Chequing account).
Or presses F3 (for Savings account).
ENTER PIN & OK Keys in their PIN (Personal Identication
Number), and presses OK.
RETURN TO
CLERK
Returns the terminal to you.
REMOVE CARD Removes their chip card from the reader.
Note: Customer should not remove their
chip card until this prompt appears.
otherwise, simply press OK at each of these prompts.
• When “ENTER ORIGINAL AMOUNT” appears, key
in the Pre-Auth amount printed on the Pre-Auth
receipt, and press OK (see Pre-Auth Receipt image
on page 14).
• When “ENTER TIP AMOUNT” appears, key in the
amount written on the Tip line, and press OK
(see Pre-Auth Receipt image on page 14).
• If the Pre-Auth is completed, the terminal returns
to the Pre-Auth list screen. Press the Can/Ann key
repeatedly to return to the READY screen.
(Continued from page 11)

14 15
Reprint Merchant Receipt [66]
Prints a duplicate of the Merchant Copy of the receipt.
1. Press the Admin key, select REPORTS, and then select
TRANS INQUIRY.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card to print the unmasked card number
on the duplicate receipt.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
2. Identify the transaction (follow the prompts).
• When “PRINT OR DISPLAY?” appears, press F3
(DISPLAY), scroll to the transaction, and press OK.
Then press F3 (REPRINT).
The terminal prints the receipt.
Signatureless transactions
A cardholder signature is not required for swiped
purchase transactions if the total is at or below a
maximum Signatureless Dollar Value (SDV). The
terminal may be congured to print just a Merchant
Copy and/or a Cardholder Copy or no receipts at all.
If a receipt is printed, the statement NO SIGNATURE
REQUIRED appears on the receipt.
Maximum Signatureless Dollar Values (SDV)
To determine the maximum SDV for a card, print a
Conguration report (see page 20), and look near the
end of the report for the CVM LIMITS (see the sample
report below).
Signing credit card receipts
Merchant copy
Always retain this copy for your records, but note that
if a signature line is printed, you must obtain the
cardholder’s signature.
• If VERIFIED BY PIN is printed, do not obtain a
signature.
• If NO SIGNATURE REQUIRED is printed, do not obtain
a signature.
Cardholder copy
Give this copy to the cardholder, but note:
• If a Merchant signature line is printed, sign this copy.
Reprint Last Customer Receipt or Last Report [29]
Prints a duplicate of the last printout.
1. Press the Admin key, select ADMIN, and then
select REPRINT.
The terminal prints the receipt or report.
Six digit Sequence #
for Advices
Six digit Auth#
for Refunds
and Voids
Pre-Auth Receipt
Original Receipt
Receipts
Max. SDV card swiped *
Max. SDV card swiped *
* Purchase, including tax, must be equal to or less than this $ value.

14 15
Reprint Merchant Receipt [66]
Prints a duplicate of the Merchant Copy of the receipt.
1. Press the Admin key, select REPORTS, and then select
TRANS INQUIRY.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card to print the unmasked card number
on the duplicate receipt.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
2. Identify the transaction (follow the prompts).
• When “PRINT OR DISPLAY?” appears, press F3
(DISPLAY), scroll to the transaction, and press OK.
Then press F3 (REPRINT).
The terminal prints the receipt.
Signatureless transactions
A cardholder signature is not required for swiped
purchase transactions if the total is at or below a
maximum Signatureless Dollar Value (SDV). The
terminal may be congured to print just a Merchant
Copy and/or a Cardholder Copy or no receipts at all.
If a receipt is printed, the statement NO SIGNATURE
REQUIRED appears on the receipt.
Maximum Signatureless Dollar Values (SDV)
To determine the maximum SDV for a card, print a
Conguration report (see page 20), and look near the
end of the report for the CVM LIMITS (see the sample
report below).
Signing credit card receipts
Merchant copy
Always retain this copy for your records, but note that
if a signature line is printed, you must obtain the
cardholder’s signature.
• If VERIFIED BY PIN is printed, do not obtain a
signature.
• If NO SIGNATURE REQUIRED is printed, do not obtain
a signature.
Cardholder copy
Give this copy to the cardholder, but note:
• If a Merchant signature line is printed, sign this copy.
Reprint Last Customer Receipt or Last Report [29]
Prints a duplicate of the last printout.
1. Press the Admin key, select ADMIN, and then
select REPRINT.
The terminal prints the receipt or report.
Six digit Sequence #
for Advices
Six digit Auth#
for Refunds
and Voids
Pre-Auth Receipt
Original Receipt
Receipts
Max. SDV card swiped *
Max. SDV card swiped *
* Purchase, including tax, must be equal to or less than this $ value.

16 17
“CLOSE BATCH” appears, and then the report prints.
2. When “CLOSE BATCH?” appears, press F3 (NO) to
nish printing without closing the batch.
The terminal nishes printing the report and returns
to the READY screen.
Merchant Subtotals Report [95]
Prints a list of transaction type totals by card type
for the current batch from the Moneris Host. Grand
totals by transaction type are also included.
1. Press the Admin key, select REPORTS, and select
MERCH SUBTOTAL.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
The terminal prints the report and returns to the
READY screen.
Pre-Auth List [62]
Prints a list of Pre-Auths and identies open Pre-Auths
that need to be deleted.
1. Press the Admin key, select REPORTS, and then
select PRE-AUTH LIST.
2. When “SWIPE ADMIN CARD” appears, swipe your
POS Admin card to print unmasked card numbers.
Otherwise, simply press OK to mask the numbers.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
3. Select OPEN or CLOSED (for completed Pre-Auths)
or BOTH (for both types). “PRINT DATE OR BATCH?”
appears.
4. To print the report by date, press F1. To print the
report by batch, press F3.
5. To print the current date or batch, simply press OK.
Otherwise, to select a specic date or batch, key in a
date or batch number, and press OK.
The terminal prints the report and returns to the
READY screen.
Masking on reports
Card numbers print unmasked (in full) on reports
only if you swipe your POS Admin card at the “SWIPE
ADMIN CARD” prompt. Or simply press OK at this
prompt to print masked numbers on reports.
Clerk Subtotals Report [82]
Prints transactions by Clerk ID for one, a group, or all
clerks. Transactions are grouped by type and itemized
under card type. Grand total amount(s) also appear for
each Clerk ID.
Note: Clerk Subtotalling must be enabled.
1. Press the Admin key, select REPORTS, and then select
CLERK INQUIRY.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
2. Select the number of clerks to include in the report:
• For one clerk, press F1 (SINGLE). When “ENTER
CLERK ID” appears, key in a Clerk ID, and press OK.
• For a specic group of clerks, press F3 (MULTIPLE)
and then select GROUP. If “ZERO CLERK TOTALS?”
appears, press F1 to clear the clerk totals or press
F3 to keep them. When “ENTER GROUP ID TO BE
PROCESSED” appears, key in the Group ID and
press OK. Select PROCESS LIST.
• For all clerks, press F3 (MULTIPLE). If “ZERO CLERK
TOTALS?” appears, press F1 to clear the clerk totals
or press F3 to keep them. Select ALL CLERKS.
The terminal prints the report and returns to the
READY screen.
Current Batch Totals Report [99]
Prints a report listing transactions by card type for
the current batch (on the terminal) without closing
the batch. Grand totals by transaction type are also
included in the report.
1. Press the Admin key, select REPORTS, and then select
CLOSE BATCH.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
• If “ENTER CLERK ID” appears, key in your Clerk ID
and press OK.
Reporting

16 17
“CLOSE BATCH” appears, and then the report prints.
2. When “CLOSE BATCH?” appears, press F3 (NO) to
nish printing without closing the batch.
The terminal nishes printing the report and returns
to the READY screen.
Merchant Subtotals Report [95]
Prints a list of transaction type totals by card type
for the current batch from the Moneris Host. Grand
totals by transaction type are also included.
1. Press the Admin key, select REPORTS, and select
MERCH SUBTOTAL.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
The terminal prints the report and returns to the
READY screen.
Pre-Auth List [62]
Prints a list of Pre-Auths and identies open Pre-Auths
that need to be deleted.
1. Press the Admin key, select REPORTS, and then
select PRE-AUTH LIST.
2. When “SWIPE ADMIN CARD” appears, swipe your
POS Admin card to print unmasked card numbers.
Otherwise, simply press OK to mask the numbers.
• If “ENTER CLERK ID” appears, key in your Clerk ID,
and press OK.
3. Select OPEN or CLOSED (for completed Pre-Auths)
or BOTH (for both types). “PRINT DATE OR BATCH?”
appears.
4. To print the report by date, press F1. To print the
report by batch, press F3.
5. To print the current date or batch, simply press OK.
Otherwise, to select a specic date or batch, key in a
date or batch number, and press OK.
The terminal prints the report and returns to the
READY screen.
Masking on reports
Card numbers print unmasked (in full) on reports
only if you swipe your POS Admin card at the “SWIPE
ADMIN CARD” prompt. Or simply press OK at this
prompt to print masked numbers on reports.
Clerk Subtotals Report [82]
Prints transactions by Clerk ID for one, a group, or all
clerks. Transactions are grouped by type and itemized
under card type. Grand total amount(s) also appear for
each Clerk ID.
Note: Clerk Subtotalling must be enabled.
1. Press the Admin key, select REPORTS, and then select
CLERK INQUIRY.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
2. Select the number of clerks to include in the report:
• For one clerk, press F1 (SINGLE). When “ENTER
CLERK ID” appears, key in a Clerk ID, and press OK.
• For a specic group of clerks, press F3 (MULTIPLE)
and then select GROUP. If “ZERO CLERK TOTALS?”
appears, press F1 to clear the clerk totals or press
F3 to keep them. When “ENTER GROUP ID TO BE
PROCESSED” appears, key in the Group ID and
press OK. Select PROCESS LIST.
• For all clerks, press F3 (MULTIPLE). If “ZERO CLERK
TOTALS?” appears, press F1 to clear the clerk totals
or press F3 to keep them. Select ALL CLERKS.
The terminal prints the report and returns to the
READY screen.
Current Batch Totals Report [99]
Prints a report listing transactions by card type for
the current batch (on the terminal) without closing
the batch. Grand totals by transaction type are also
included in the report.
1. Press the Admin key, select REPORTS, and then select
CLOSE BATCH.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
• If “ENTER CLERK ID” appears, key in your Clerk ID
and press OK.
Reporting

18 19
Logon [02]
If “PLEASE LOGON” appears, you are required to log on.
1. Press the Admin key, select ADMIN, and select LOGON.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
The READY screen appears within 60 seconds.
Logoff [03]
To ensure that unauthorized transactions cannot be
processed, your terminal should be logged off at the
end of the business day.
1. Press the Admin key, select ADMIN and then select
LOGOFF.
The “PLEASE LOGON” prompt appears within
60 seconds.
Re-Initialization [01]
The Moneris Merchant Service Centre may ask you to
re-initialize your terminal if changes have been made
to it or your merchant account.
1. Press the Admin key, select CONFIGURATION, and
then select INITIALIZATION.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
“RETAIN CURRENT MERCH SETTINGS?” appears.
2. Press F1 (YES) to keep all parameters set as they are.
3. When “CLEAR TERMINAL STORAGE?” appears, press
F3 (NO) to keep all stored transactions. The “PLEASE
LOGON” prompt appears within 60 seconds.
Tip Totals Report [96]
Prints a summary of tip amounts entered for
transactions in a specied batch or a specied date range.
Note: If Clerk Subtotalling is enabled, tips are
summarized by Clerk ID.
1. Press the Admin key, select REPORTS, and then select
TIP TOTALS.
• If “SWIPE ADMIN CARD” appears, swipe your POS
Admin card.
• If “ENTER CLERK ID” appears, key in a Clerk ID to
print the tip total for a specic clerk; otherwise,
press OK to print tip totals for all clerks.
“PRINT DATE OR BATCH?” appears.
2. For totals by date, press F1; for totals by batch,
press F3.
• If F1 (PRINT DATE) is selected:
(a) When “START DATE” appears, key in the start
date (YYMMDD) and press OK.
(b) When “START TIME” appears, key in the start
time (HHMM, 24-hour clock) and press OK.
(c) When “END DATE” appears, key in the end date
and press OK.
(d) When “END TIME” appears, key in the end time
and press OK.
• If F3 (BATCH) is selected, key in the batch number
and press OK.
The terminal prints the report and returns to the
READY screen.
Conguration Report [16]
This report lists the terminal parameters and
their values.
1. Press the Admin key twice, key in 16 and press OK.
2. When “PRINT TRAILER MESSAGES?” appears, press F3
(NO). The report prints.
Administrative
transactions