Moneris smartselect User manual

SmartSELECT
MERCHANT OPERATING MANUAL
Software Version: 3.11
Document Date: June 24, 2005
Document Version: 2.0

Copyright Notice
Copyright © Moneris Solutions, 2003, 2004, 2005.
All rights reserved. No part of this publication may be reproduced, stored in retrieval system, or
transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or
otherwise, without the prior written permission of Moneris Solutions.

SmartSELECT Merchant Operating Manual V2.0 i
Table of Contents
Chapter 1: Introduction 1
Using This Manual 1
Overview 1
Merchant and Terminal Information 2
Contacting Moneris Solutions 2
Terminal Supplies 3
Additional Documentation 3
Chapter 2: About the SmartSELECT 5
The Terminal 5
The Touch Screen 5
The Printer 11
The Magnetic Stripe Reader 11
The Speaker 12
The Connection Ports 12
The Cables 12
The Power Cable 12
The Communication Cable 12
The PINPad to Terminal Cable 13
The PINPad 13
Care of the Components 13
Chapter 3: Features & Procedures 15
Standard Features 15
Menu driven interface 15
On-line Help System 15
POS Administrative Card 15
On-screen Calculator 16
Time and Date Display 16
Stored Transactions 16
Training Mode 16
Bilingual Displays and Receipts 16
Card Number Masking 17
Standard Procedures 17
Terminal Security 17
Disputed Debit Transactions 17
Code 10 Authorization 17
PAN Fraud Check 18

Table of Contents
ii SmartSELECT Merchant Operating Manual V2.0
Shortcuts 18
Terminal Display Language 18
PINPad Display Language 19
Pre-Authorization and Advice Transactions 19
Cancelling a Transaction 19
Optional Features 19
Invoice Number Prompt 19
Clerk ID Prompt 20
Tip Entry on PINPad 20
Tip Line on Credit Card Receipts 20
Personalized Message on Receipts 20
Pre-Authorization as Default Transaction 20
Third Party Credit Transactions 20
Private Label Cards 20
Cheque Authorization 21
Purchasing Cards 21
Gift Cards 21
Loyalty Programs 21
Clerk Subtotalling 21
Terminal ID 22
Balanced Prompt 22
Optional Procedures 22
Group Clerk Subtotals Reporting 22
Multi-Terminal Reporting 22
End-of-Day Shortcut 22
Chapter 4: Configuring Your Terminal 23
Powering Up the SmartSELECT 23
Configuration Shortcut 24
Following the Configuration Shortcut 24
Restarting the Shortcut 26
Exiting the Shortcut 26
Intro Shortcut 27
The Terminal Configuration Menu 28
General Parameters 29
Receipt Format 29
Additional SmartSELECT Prompts 30
Other Configuration Parameters 31
Screen Control 31
Printer Control 32
Communications Parameters 32
Communications Type 32
Dial Communications Parameters 33

SmartSELECT Merchant Operating Manual V2.0 iii
Table of Contents
3201 Direct Communications Parameters 35
LAN Communication Parameters 35
Configure Terminal as LAN master station 35
Configure Terminal as LAN slave 36
Printing Configuration Parameters 36
Remote Code Download 37
Restoring Factory Defaults 37
Chapter 5: Training Mode 39
Enter Training Mode 39
Exit Training Mode 40
Transactions Available in Training Mode 40
Chapter 6: Administrative Transactions 41
Initializing the SmartSELECT Terminal 41
Terminal Initialization (First Initialization) 41
Terminal Re-initialization 42
Logon 43
Balancing & Settling Your Account 43
Close Batch 43
Multi-Terminal Report and Close 46
End of Day Shortcut 46
Logoff 47
Chapter 7: Reporting Transactions 49
Reprinting a Receipt 49
Transaction Inquiry 49
Merchant Subtotals Inquiry 52
Deposit Totals Inquiry 53
Print Stored Transactions 53
Cancel Report Printing 54
Chapter 8: Debit Financial Transactions 55
Debit Purchase 56
Debit Refund 57
Debit Purchase Void 58
Debit Refund Void 59
‘Enter Purchase Amount’ Idle Screen Instructions 60
Cancelling a Debit Transaction 61

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iv SmartSELECT Merchant Operating Manual V2.0
Chapter 9: Credit Financial Transactions 63
Credit Purchase 64
Refund 65
Purchase Void 66
Refund Void 67
Pre-Authorization 68
Advice 69
Advice by Sequence Number 69
Advice by Card Number 70
To remove a Pre-Authorization Transaction 71
‘Enter Purchase Amount’ Idle Screen Instructions 72
Completing a Paper Sales Draft 73
Chapter 10: SmartSELECT Help System 75
Context-Sensitive Help 75
SmartSELECT Help Topics 75
On-line Help Index 76
On-line Help Search 76
Chapter 11: On-Screen Calculator 77
Accessing the Calculator 77
Transferring a Calculator Value 78
Clearing the Calculator 78
Appendix A: Clerk Subtotalling 79
Clerk Subtotalling Configuration 79
Configure Clerk Subtotalling 80
Clerk ID Maintenance 81
Set Default Clerk ID 83
Reporting - Clerk Subtotals Inquiry 84
Subtotals Report for One Clerk 84
Subtotals Report for Multiple Clerks 85
Appendix B: Multi-Terminal Reporting 87
Configuration 87
Multiple Terminal Setup 87
Multi-Terminal Report and Close 89
End of Day Shortcut with Multiple Terminals 90

SmartSELECT Merchant Operating Manual V2.0 v
Table of Contents
Appendix C: Tip Entry on PINPad Transactions 93
Configuration 94
Debit Transactions with Tip Entry 95
Debit Purchase with Tip Entry 95
Debit Refund with Tip Entry 96
Debit Purchase Void with Tip Entry 97
Debit Refund Void with Tip Entry 98
Credit Card Transactions with Tip Entry 99
Credit Purchase with Tip Entry 99
Other Credit Transactions with Tip Entry Enabled 100
Appendix D: Purchasing Card Transactions 101
Configuration 102
Purchase 103
Other Financial Transactions 103
‘Enter Purchase Amount’ Idle Screen Instructions 104
Appendix E: Private Label Transactions 105
Configuration 106
Third Party Host 106
Third Party Card 108
Financial Transactions 111
Private Label Card Purchase 111
Private Label Card Refund 112
Other Financial Transactions with Private Label Cards 113
Credit Application 114
Error Messages on Credit Application Receipt 115
Payment 116
Payment Void 117
Appendix F: Cheque Authorization 119
Configuration 119
Enabling Cheque Authorization 119
Disabling Cheque Authorization 120
Driver’s License Authorization Method 121
Credit Card Authorization Method 122
Appendix G: ValueLink Gift Card Program 123
ValueLink Screen Format 124

Table of Contents
vi SmartSELECT Merchant Operating Manual V2.0
Terminal Configuration for ValueLink 124
Enabling ValueLink on the Terminal 124
Changing Terminal Configuration for ValueLink 125
Disabling ValueLink on the Terminal 125
ValueLink Gift Card Financial Transactions 126
ValueLink Gift Card Activation 126
Activation Void 127
ValueLink Gift Card Redemption 128
ValueLink Gift Card Redemption - Balance Owing 128
ValueLink Gift Card Redemption Void 130
ValueLink Gift Card Refund 130
ValueLink Gift Card Refund Void 131
ValueLink Gift Card Balance Transfer 132
ValueLink Gift Card Balance Inquiry 133
ValueLink Gift Card Cash Out 133
ValueLink Gift Card Receipts 134
ValueLink Gift Card Receipt Language 134
ValueLink Gift Card Admin Transactions 135
Print ValueLink Gift Card Transactions 135
ValueLink Gift Card Transaction Inquiry 136
Appendix H: ERNEX Electronic Marketing Programs 137
Ernex Screen Format 138
Ernex Configuration 138
Terminal Configuration for ERNEX 138
ERNEX Host Configuration 139
Clerk IDs with ERNEX 140
Ernex E-Gift Transactions 140
ERNEX E-Gift Card Activation 140
ERNEX E-Gift Card Purchase 141
ERNEX E-Gift Card Void 141
Financial transactions with Ernex Loyalty Transactions 142
ERNEX Loyalty Card Activation 142
Purchase with ERNEX Loyalty 142
Purchase Void with ERNEX Loyalty 142
Refund with ERNEX Loyalty 143
Refund Void with ERNEX Loyalty 144
Pre-Authorization with ERNEX Loyalty 144
Advice 145
ERNEX Loyalty Card Void 145
ERNEX Loyalty Redemption 145
ERNEX Administrative Transactions 146
ERNEX Card Deactivation 146
ERNEX Card Balance Inquiry 146

SmartSELECT Merchant Operating Manual V2.0 vii
Table of Contents
Print Stored ERNEX Transactions 146
ERNEX End-of-Day Close 147
Appendix I: AIR MILES Reward Program 149
AIR MILES Configuration 150
Overview of Calculation of Points 150
Calculator and Factor Values 150
Incentive Value and Dates 153
Sale Item Values 153
Order of Calculations 154
Calculation Table 154
Test Val u e Tab l e s 155
Configuring AIR MILES Rewards 156
Changing Reward Program Configurations 159
AIR MILES Financial Transactions 160
Reward Purchase 160
Reward Refund 161
AIR MILES Receipts 162
AIR MILES Receipt Language 162
AIR MILES Admin Transactions 163
Reward Daily Totals Report 163
Reward Transaction Report 163
Reward SAF Transaction Report 164
Deleting Reward SAF Transactions 164
Completing Rewards Transactions 165
Appendix J: Error Messages & Troubleshooting 167
Initialization Error Messages 167
Communications Error Messages 169
3201 LAN Communications Error Messages 170
Printer Error Messages 171
Financial Transaction Error Messages 171
PINPad Error Messages 175
Administrative Transaction Error Messages 176
ERNEX Error Messages 177
Appendix K: Transelect Code Equivalents 179
INDEX 181

Table of Contents
viii SmartSELECT Merchant Operating Manual V2.0

SmartSELECT Merchant Operating Manual v 2.0 1
Chapter 1: Introduction
1.1: Using This Manual
This Merchant Operating Manual describes the SmartSELECT Point of Sale sys-
tem – what it looks like, what the components do, and how to take care of them –
and provides instructions on how to set up the system and how to operate it.
1.1.1: Overview
Here’s a quick overview of what each chapter covers:
Chapter 2: About the SmartSELECT describes the physical components of
the system and how to take care of them.
Chapter 3: Features & Procedures describes the SmartSELECT’s standard
features and processes as well as options that can be activated.
Chapter 4: Configuring Your Terminal explains how to set up your termi-
nal to meet your POS needs.
Chapter 5: Training Mode describes how to use the SmartSELECT’s Train-
ing Mode to familiarize operators with the terminal.
Chapter 6: Administrative Transactions provides instructions on initializ-
ing your terminal, activating the training mode, and settling your accounts.
Chapter 7: Reporting Transactions provides instructions on printing reports
and duplicate receipts.
Chapters 8 - 9: These chapters describe standard Debit and Credit card Finan-
cial Transactions, including purchase, refund, and void transactions.
Chapters 10 - 11: These chapters explain how to use the SmartSELECT’s on-
screen help system and calculator.
Appendix A: Clerk Subtotalling: This appendix describes how to enable and
configure Clerk Subtotalling, how to change to Clerk IDs and produce Clerk Sub-
totals reports.
Appendix B: Multi-Terminal Reporting: This appendix outlines the proce-
dures for enabling Multi-terminal Reporting and processing reporting transactions
when this feature has been enabled.
Appendix C: Tip Entry on PINPad Transactions provides instructions for
performing Debit and Credit transactions when Tip Entry has been enabled.
Appendices D - E: These appendices describe how to perform purchasing
card and Private Label card transactions.
Appendix F: Cheque Authorization explains how to use the SmartSELECT
to electronically obtain approval from a cheque authorization company.

Introduction
2 SmartSELECT Merchant Operating Manual v 2.0
Appendices G, H, and I: provide information and instructions on using gift
card and loyalty card programs on the SmartSELECT. The ValueLink, Ernex,
and AIR MILES programs are available.
Appendix J: Error Messages & Troubleshooting lists the error message
you may encounter on the SmartSELECT and suggests possible solutions to those
error conditions.
Appendix K: Transelect Code Equivalents: This appendix lists the Finan-
cial, Administrative and Configuration transactions available on the Transelect
system with their Admin Codes and the SmartSELECT menu containing that
function.
1.2: Merchant and Terminal Information
Merchant Name:
Merchant Location:
Moneris Merchant ID Number:
Initialization Telephone Number:
Configuration Code:
1.3: Contacting Moneris Solutions
Call the Moneris Merchant Service Centre at:
1-866-319-7450 toll-free
for information and assistance with:
• Balancing your account
• Problems with your equipment
• Processing financial transactions
• Processing non-financial transactions
• Security features - merchant responsibility or liability concerns
• Settlement processing
• Terminal set-up
• Ordering terminal supplies
Available 24 hours a day, 7 days a week.
Contact Moneris Authorization at:
1-866-802-2637 toll-free
for assistance with:
• Voice authorizations
• Code 10 situations

SmartSELECT Merchant Operating Manual v 2.0 3
Introduction
1.4: Terminal Supplies
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 (see section 1.3:) to obtain addi-
tional supplies for your terminal.
1.5: Additional Documentation
To download additional copies of this Merchant Operating Manual, visit-
www.moneris.com/merchant/manuals/index.html and select SmartSELECT.
To download a copy of the SmartSELECT Quick Reference Guide for Debit and
CreditProcedures, visit www.moneris.com/merchant/qrguides and select Smart-
SELECT (Debit/Credit).
To download a copy of the SmartSELECT Quick Reference Guide for Loyalty
Programs, visit www.moneris.com/merchant/qrguides and select SmartSELECT
(Loyalty).

Introduction
4 SmartSELECT Merchant Operating Manual v 2.0

SmartSELECT Merchant Operating Manual v 2.0 5
Chapter 2: About the SmartSELECT
Your SmartSELECT terminal is a stand-alone, electronic Debit and Credit card
payment system that connects to the Point of Sale (POS) payment services pro-
vided by Moneris Solutions.
The basic SmartSELECT system consists of the SmartSELECT terminal with a
built-in printer. If you accept debit cards, you will need to connect a PINPad to the
terminal.
If you encounter any problems using the SmartSELECT, review the appropriate
section of this documentation (use the Index to find information quickly) or con-
sult Appendix J: Error Messages & Troubleshooting. If the problem persists, call
the Moneris Merchant Service Centre for immediate professional assistance. (See
Section 1.3: Contacting Moneris Solutions for telephone numbers.)
2.1: The Terminal
The SmartSELECT terminal consists of a touch screen, an integrated printer, a
magnetic stripe reader (MSR) and a small speaker. Together these pieces form a
self-supporting unit. A PINPad holster can also be attached if a PINPad will be
connected to the terminal for performing debit transactions.
2.1.1: The Touch Screen
The interface is a touch-sensitive, backlit, monochrome black on white, LCD
screen, 3.4” wide by 4.5” high.
To select an item or “press” a button, touch the surface of the screen gently with
your fingertip or the eraser end of a pencil.
IMPORTANT: Do NOT use pointed objects on the touch screen.
They may damage the surface.
The screen changes as you proceed through a transaction, presenting the neces-
sary prompts and information in a clear, easy-to-read fashion. The standard
screens are described below along with the standard areas of the screen, and the
buttons and keypads that appear on the screen.
The Idle Screen
The Idle screen is displayed when your SmartSELECT terminal is not performing
any transactions or functions. It is determined by whether a PINPad is attached to
the terminal and, if so, the type of PINPad. There are two types: the Swipe Card
Idle screen and the Amount Entry Idle screen.
•The
Swipe Card Idle screen appears if there is no PINPad or there is a PINPad
II attached. It displays the default transaction type (Purchase or Pre-Authori-
zation) over the prompt Swipe Customer Card and a numeric keypad with a
Calculator button and a Transfer from Calc button.

About the SmartSELECT
6 SmartSELECT Merchant Operating Manual v 2.0
•TheAmount Entry Idle screen appears if there is an PINSmart (eN-Crypt
1200) PINPad attached to the terminal. It displays the default transaction type
(Purchase or Pre-Authorization) over the prompt Enter Purchase Amount and
a numeric keypad with a Calculator button and a Transfer from Calc button.
To access the Idle screen from the Moneris Logo screen, press the Moneris Solu-
tions logo.
To access the Idle screen from any other screen, press the Exit button repeatedly
until the Idle screen appears.
Moneris Logo Screen
The Moneris Logo screen appears after the Idle screen has been displayed for one
minute without any activity. It displays the Moneris Solutions logo, the Menu but-
ton and the Date and Time at the bottom of the screen.
Standard Transaction Screens
The Standard Financial Transaction screen
Prompt Area
Terminal Status Area
Data Entry Display Box
Variable Screen Area
(Numeric keypad displayed)

SmartSELECT Merchant Operating Manual v 2.0 7
About the SmartSELECT
The Standard Selection Screen
The Standard Host Response Screen
Terminal Status Area
Prompt Area
Variable Screen Area
(List with Choice 5 selected
displayed)
Terminal Status Area
Variable Screen Area
(Approved Purchase
response displayed)
Navigation Button
(Next Copy button
Host Response Area
displayed)

About the SmartSELECT
8 SmartSELECT Merchant Operating Manual v 2.0
Standard Screen Areas
The following tables provide definitions of the standard screen areas identified in
the illustrations above.
SCREEN AREA FORMAT, ACTIONS & INFORMATION
Terminal Status Area Two lines centred at the top of the screen. This area
appears on every screen.
The first line displays one of the terminal or communi-
cation status prompts.
The second line indicates whether the communications
connection is active or inactive and to which Host the
terminal is connecting
Prompt Area Two lines centred on the screen just below the Status
Area. It contains transaction prompts, error messages
or, if the variable screen area contains a list, the list
name.
Current Choice box A single line high, it appears on the List screen below
the Prompt Area and above the list items. It displays
the currently selected item.
Data Entry Display box Appears on screens that require data entry, sits below
the Prompt Area and above the keypad. It is a single
line high and displays the data that has been keyed in
using the keypad.
If the data is longer than the width of the box, scroll
indicators appear at the left and right sides of the area
and the appropriate arrow button will blink at the bot-
tom of the screen. Press once on the enabled arrow
button to move through the text character by character,
press twice quickly to move through the text in chunks,
press and hold to scroll through the text smoothly.
Variable Screen area See below

SmartSELECT Merchant Operating Manual v 2.0 9
About the SmartSELECT
Variable Screen Area
This area changes depending on the activity you are performing. It may contain:
• a list of items to choose from
• one of a variety of keypads with text boxes to input data
• navigation buttons
• a message from the host
SCREEN TYPE FORMAT, ACTIONS & INFORMATION
List Multiple lines of text with arrowheads to left or right of
text.
Select an item:
• by pressing the arrowhead.
• that is already highlighted (e.g. the default item or
the last item selected) by pressing Enter.
If the list is too long to display all items on the screen,
scroll indicators (small up and down arrowheads)
appear. Scroll through the list by pressing the enabled
arrow button:
• once to move through the list item by item,
• twice quickly (double clicking) to move through the
list by screen
• and holding to scroll through the list item by item.
Association List Multiple lines of text with arrowheads to left of text.
Each line contains a parameter with its associated val-
ues.
Select items in order to change their value. See the List
Screen Type for instructions on selecting and scrolling.
Data Entry keypad Appears below the Data Entry display box. See
Alphanumeric Keypads below for details.
Receipt Printer Edit box Text display box that appears below the Terminal Sta-
tus Area, above the Data Entry keypad, in the same
space as the Prompt Area. The box fills the width of
the screen and contains a row of numbers at the top
and an end-of-text marker (a black diamond).
All text must fit in the display box, which can contain a
maximum of five lines of 40 characters each. If the text
goes past the bottom right corner of the display box, it
is deleted.
Text will wrap automatically to keep words whole.
Use spaces to indent and centre text.
Host Response Text display box that appears below the status area. It
contains information received from the host regarding
the current transaction (e.g., transaction type and
amount, host message, etc.). It may also contain a
Next Copy button.
Help see Chapter 10

About the SmartSELECT
10 SmartSELECT Merchant Operating Manual v 2.0
Standard Touch Screen Buttons
Note: If a button is “greyed out” or dimmed, this means it cannot be used on
that particular screen.
BUTTON FUNCTION
? Use this button to access the Context Sensitive Help.
?? Use this button to access the On-line Help Index and
Search screens.
Menu Appears only on the Idle and Sleeping screens.
Use this button, when the terminal is logged on, to
access the Financial Transactions menu.
Use this button, when the terminal is logged off, to
access the Administrative Transactions menu.
Lang Appears on all screens except the Idle and Sleeping
screens:
Use this button to change the terminal display lan-
guage and the merchant receipt language.
Navigation Buttons:
Finan, Admin, Config
Reprint, Next Copy
Term Lang
These oval-shaped buttons appear above the naviga-
tion arrows on the menu screens.
Use these buttons for moving to a different screen
(e.g., Finan, Admin, Config), completing a process
(e.g., Reprint, Next Copy) and changing the terminal
display language (Term Lang).
Exit Use this button to cancel the current activity and return
to the previous screen or the Idle screen.
Clear Use this button to erase all of the displayed data from a
text box and, in the calculator, to erase the entire math-
ematical operation.
Navigation Arrows:
Left w, Up y,
Down z, Right x
Use these buttons to move through lists of options or
displayed text, or through characters you have input
Del Delete: Use this button to delete single characters from
a text box.
Enter Use this button to accept displayed data.
Calculator Appears only on the Idle screen.
Use this button to access the on-screen calculator.
Transfer from Calc Appears only on the Idle screen.
Use this button to copy the value on the on-screen cal-
culator to the Purchase Amount text box.
CE Clear Entry: Appears only on the Calculator screen.
Use this button to clear the displayed value but con-
tinue the mathematical operation.