WAY Systems way5000 User manual

way5000 User Manual V1.00 4/3/2009 i
Way5000 User Manual
WAY Systems
200 Unicorn ark Drive
Woburn, MA 01801
www.waysystems.com
This document is copyright  2008 WAY Systems, Inc. All Rights Reserved.

way5000 User Manual V1.00 4/3/2009 ii
Disclaimer
This document is subject ti change without notice. No part of this document may be reproduced, stored in a
retrieval system, or transmitted, in any form or means electronically, mechanically, photocopied, or
otherwise, without prior written permission from WAY Systems, Inc.
Trademarks
WAY and the WAY Systems, Inc. logo are trademarks of WAY Systems, Inc. in the United States and other
countries. Other products mentioned herein are either trademarks or registered trademarks of their
respective companies, in the United States and other countries.
Customer/ roduct Support
For WAY Support and Documentation, visit http://www.waysystems.com. Technical phone support is also
available from WAY Support Center 7 days a week, 24 hours a day at 1-866-WAY-MTT1
(1-866-929-6881).

way5000 User Manual V1.00 4/3/2009 3
TABLE OF CONTENTS
I. INTRODUCTION; THIS DOCUMENT .....................................................................................5
II. INTRODUCTION; THE WAY5000 OS TERMINAL ...............................................................5
III. WAY5000 BASICS..................................................................................................................6
WAY5000 KEY AD ............................................................................................................................................6
USB DATA/CHARGER ORT AND CHARGE INDICATOR LOCATION.........................................................................6
TURNING THE WAY5000 ON/OFF .......................................................................................................................7
CHECKING FOR SOFTWARE UDATES (“CHECK FOR UDATES”)..........................................................................7
SELECTING MENU ITEMS AND FUNCTIONS ..........................................................................................................7
CANCELLING AND NAVIGATING THROUGH REVIOUS WINDOWS ..........................................................................7
ENTERING AL HA AND NUMERIC VALUES ...........................................................................................................7
RECHARGING THE WAY5000 BATTERY ...............................................................................................................7
ENTERING A IN NUMBER.................................................................................................................................7
IV. USING THE WAY5000 RECEI T RINTER ...........................................................................8
Loading Paper............................................................................................................................................8
Printing Receipts or Reports ......................................................................................................................9
Feed Button................................................................................................................................................9
Testing the Printer......................................................................................................................................9
Recharging printer battery .........................................................................................................................9
V. RINTED RECEI TS............................................................................................................10
Receipt Information............................................................................................................................................. 10
VI. WAY5000 MENU STRUCTURE............................................................................................12
TO -LEVEL MENU; ONLINE TRANSACTIONS, RE ORTS & SETU .......................................................................12
SUB-MENUS ...................................................................................................................................................13
Setup Menus ............................................................................................................................................13
O line Transaction Menu .........................................................................................................................14
VII. TRANSACTION DEFINITIONS .............................................................................................15
TRANSACTION TY ES......................................................................................................................................15
Sale (Credit/Debit):...................................................................................................................................15
Authorize-Only (Credit): ...........................................................................................................................15
Return (Credit/Debit): ...............................................................................................................................15
Void (Credit/Debit):...................................................................................................................................15
Force (Credit/Debit):.................................................................................................................................15
RECONCILE: ...............................................................................................................................................1516
When To Use Reconcile ..........................................................................................................................16
What is in the Reconciliation Report ........................................................................................................16
OTIONAL DATA ENTRY FIELDS IN TRANSACTIONS ...........................................................................................17
VIII. ONLINE TRANSACTIONS....................................................................................................18
SALE TRANSACTIONS......................................................................................................................................18
Credit........................................................................................................................................................18
Debit.........................................................................................................................................................23
Cash.........................................................................................................................................................27
OTHER TRANSACTIONS ...................................................................................................................................29
Authorize Only..........................................................................................................................................29
Return ......................................................................................................................................................33
Credit.................................................................................................................................................................. 33
Debit ................................................................................................................................................................... 36

way5000 User Manual V1.00 4/3/2009 4
Void ..........................................................................................................................................................39
Force ........................................................................................................................................................41
IX. RECONCILE AND U LOAD................................................................................................. 44
RECONCILE ....................................................................................................................................................44
ULOAD .........................................................................................................................................................47
INQUIRY .........................................................................................................................................................49
Transaction List........................................................................................................................................49
Last Trans ................................................................................................................................................51
Re-Print Transaction ................................................................................................................................52
Total In o ..................................................................................................................................................54
Clear Transactions ...................................................................................................................................55
Reports.....................................................................................................................................................57
Details Report & Totals Report ........................................................................................................................... 57
SETU...........................................................................................................................................................60
Admin SetUp ............................................................................................................................................60
Reset Admin Code.............................................................................................................................................. 60
Reset Admin assword ...................................................................................................................................... 62
Application Con iguration .........................................................................................................................64
Application Settings ............................................................................................................................................ 64
Merchant Information.......................................................................................................................................... 68
Reset Configuration............................................................................................................................................ 70
User Pre erences .....................................................................................................................................72
Backlight Time .................................................................................................................................................... 72
Printer Test...............................................................................................................................................74
About Way5000 (Display Way5000 In ormation).....................................................................................75
GO TO OFFLINE MODE....................................................................................................................................76
X. OFFLINE MODE ...................................................................................................................77
SALE..............................................................................................................................................................78
Credit........................................................................................................................................................78
Cash.........................................................................................................................................................82
OTHER TRANSACTIONS ...................................................................................................................................84
Authorize Only..........................................................................................................................................84
Return ......................................................................................................................................................88
Void ..........................................................................................................................................................90
Force ........................................................................................................................................................92
GO TO ONLINE MODE .....................................................................................................................................95
XI. ERROR MESSAGES AND TROUBLESHOOTING............................................................... 96
XII. AVS/CVV/CID RES ONSE CODES ...................................................................................101
AVS RES ONSE CODES ...............................................................................................................................101

way5000 User Manual V1.00 4/3/2009 5
I. Introduction; This Document
This User Manual explains how to set up and use your way5000 OS terminal to process credit
card, debit card, and cash receipt transactions in both online and offline mode. It also describes
more advanced way5000 administrative and troubleshooting topics.
Depending on the terminal configuration selected by your payment service provider:
• Some transaction types may not be available.
• The system may or may not include a receipt printer
• Some transaction types may require optional data entry for:
• Security code
• Cardholder Zip Code
• Cardholders billing address #
• Invoice/Job #
• Convenience Fee
• Toll Amount
• Tip Amount
II. Introduction; The way5000 OS Terminal
WAY Systems, Inc.’s mobile point-of-service terminal, the way5000, is a new generation of WAY’s
small, portable, wireless transaction processing terminals. The model 5000 integrates
technologies that open an endless number of possibilities. The way5000 lets merchant’s accept
payment anywhere at any time.
The way5000 is programmable, can run multiple applications, and can download new software
applications, settings and updates over-the-air (OTA). In addition to WAY’s standard Way2 ay
credit/debit card application, the way5000 enable 3
rd
party development of a variety of other
payment and non-payment services such as; Check, Loyalty and inventory look up.

way5000 User Manual V1.00 4/3/2009 6
way5000 Basics
way5000 Keypad
USB Data/Charger port and Charge Indicator Location
To power your
way5000 and/or the battery, plug a charger into the USB/Charge ort or connect to a C USB port
(cable not included). A wall charger is provided as a standard accessory with the way5000. A car
charger is also available at www.waysystems.com.
Screen
Addressable
Soft Key [F2]
ower On/Off
Cancel
Clear/
Backspace
Enter
Numeric
Keypad
Future
Use
Screen
Addressable
Soft Key [F1]
Navigation
Button
Mag Stripe
Card
Reader
Charge
ort
Charge
Indicator
Serial
Number

way5000 User Manual V1.00 4/3/2009 7
Turning the way5000 On/Off
To turn way5000 on, press the ower On/Off key until the WAY logo appears, then release.
To turn way5000 off, press the ower On/Off key until “ owering Off lease Wait” appears.
Chec ing for Software Updates (“Chec For Updates”)
Upon power up, the way5000 may display “Check for updates?". ress F2 (No) to proceed
directly to the idle screen. ress F1 (Yes) to check for updates. If there are updates scheduled,
they will be downloaded. After the download, press the F2 key to continue to the way5000 idle
screen. If no updates are scheduled, the way5000 will display “No scheduled download” and
proceed to the idle screen.
Selecting Menu Items and Functions
ress the number corresponding to the function that you want from the menu; or use the
navigation button and then press the F2 key to proceed.
Cancelling and Navigating Through Previous Windows
To exit Way2 ay and return to the idle screen, press the red Cancel key. To return to the previous
screen, select the Back function [F1] or press the yellow Clear/Backspace key.
Entering Alpha and Numeric Values
Some fields allow numeric entry only. In fields that allow alpha entry and numeric entry, press the
number key with the desired letter /number one or more times depending on the letter/number’s
location. To enter a number, press the key a fourth time.
Recharging the way5000 battery
To charge your way5000, plug a charger into the USB/Charge ort or connect to a C's USB port
(cable not included), as shown in the illustration above.
Entering a PIN Number
Debit card transactions require cardholder entry of a personal identification number ( IN). The
front keypad is used for secure IN entry. INs range from 4 to 6 digits.
When the way5000 prompts for IN entry, hand the way5000 to the cardholder. Ask the cardholder
to enter their IN and then press the green F2 or ENT key when finished.
For privacy, IN digits display as dashes.
If the customer needs to retype their IN, they should press the CLR key to backspace and delete
each digit of the IN, re-type the IN from the keypad and press F2 or ENT.
ENT key
CLR key

way5000 User Manual V1.00 4/3/2009 8
III. Using the way5000 Receipt rinter
The M 100 receipt printer is a small portable thermal printer that uses a wireless infrared (ir)
interface to communicate with the way5000 terminal. Receipts are printed without the need of a
cable to connect the terminal and printer. To print, simply point the terminal at the printer and
press the appropriate key on the terminal.
Loading Paper
Note: Be sure to use paper rolls that meet specifications. Do not use paper rolls that have the
paper glued to the core because the printer cannot detect the paper end correctly. The correct
paper size is 2 ¼” by 50 feet long.
To install a new paper roll , follow these steps:
1. Make sure that the printer is not receiving data.
2. Open the paper roll cover by gently pulling up on the cover release.
3. Remove the used paper roll core (if there is one).
4. Insert the paper roll with the paper coming from underneath the roll.
5. ull out a small amount of paper and then close the cover paper roll with the paper coming from
underneath the roll.
6. Tear off the paper. Be sure to pull the paper forwards. If pulled backwards, the paper will not
tear.
Note : Go to www.waysystems.com to order paper and other accessories
ower L
ight
Tear Bar
Cover
Release
Mode Light
Mode Button
ower Button
Line Feed
Button USB ort
Charge ort

way5000 User Manual V1.00 4/3/2009 9
Printing Receipts or Reports
Check periodically to ensure there is sufficient paper in the printer and install a new roll when
needed.
To print receipts or reports:
1. If the printer is not already on, press the ower button. The ower light will turn on.
ower Light: Steady Green – battery fully charged
Blinking Green – printer sleep mode (see below)
Blinking Red – Low battery. lease plug into charger.
Mode Light: Steady Red- Battery charging
Blinking Green – No aper/ aper Cover Open (printer will not print)
---------------------------------------------------------------------------------------------------------------------------
Note: If the printer is already ON but idle for more than a few minutes, the printer enters power
save mode (the ower light slowly blinks green) to reduce battery consumption. When the printer is
in power save mode and you need to print a receipt, simply print from the way5000 as you
normally would. The printer will exit power save mode and start printing.
----------------------------------------------------------------------------------------------------------------------------
2. When the printing prompt or menu displays on the way5000, select OK/Yes and point the
way5000 directly at and no more than 20 inches away from the front of the printer. Do not move
the way5000 until the receipt or report begins to print. You must select either OK/Yes (F2) or
Done/No (F1) to exit the printing prompt; there is no automatic time-out for this function
Feed Button
ress the Feed button once to advance the paper one line above the cutter. ress and hold the
Feed button to advance the paper continuously
Testing the Printer
To perform a quick test of the printer from the way5000:
1. Make sure that there is sufficient paper in the printer.
2. ress the printer's ower button. The green ower light is now lit.
3. From the idle menu, press 1 to select WAY2 ay.
4. From the Transactions menu, press 4 to select Setup.
5. From the Setup menu, select 4 to run the printer test.
6. ress F2 (OK) and point the way5000 directly at the printer. This will print the current mode
and communication settings.
Recharging printer battery
When the ower light begins to alternately blink red and green, this indicates that the battery is
depleted and you must recharge it. You should also recharge the printer battery whenever it is not
in use. To recharge the battery:
1. lug one end of the battery charging cable into the mating power connector on the left side
of the printer and the other end into an AC power receptacle.
2. The indicator on the inline cable box glows red while the battery is charging. When it turns
green, the battery is fully charged and you can disconnect the cable To conserve battery
life, you can use the same power cable to run the printer on AC power.

way5000 User Manual V1.00 4/3/2009 10
IV. rinted Receipts
Receipt Information
The example below describes information that is printed on the merchant copy of the Credit Sale
transaction receipt, including a toll, tip, and convenience fee amount, and an invoice number.
Depending on your configuration, some of these fields may or may not appear. For questions,
please contact your ayment Service rovider.
The various items on the sample receipt above, are explained in the following table.
Sale Receipt
Merchant Inc.
157 Main St.
Suite 222
Anytown, MA 11111
www.website.com
1-222-333-4444
04/02/2008
11:10:27
----------------------------------------------------------------------
Merchant ID
1234567
Terminal ID
2133
Trans. Type Credit - Sale
Batch #
12
Seq
#
8
Card Type
Visa
Cardholder
John H. Smith
Account#
xxxxxxxxxxxx1245
Exp. Date
xx/xx
Ref # Demo
12111
Auth #
2134546
Invoice/Job#
235677
AVS U
CVV2/CID X
Tran ID ASD123
Validation Code 23
Sale
21.45
Convenience Fee:
1.05
Toll
Transaction
time in
HH:MM:SS
Transaction date
in
MM/DD/YYYY
format
Transaction
type Merchant name and
address lines. Default is
1 line for address. 2
Optional address lines
(shown).
Optional Footer: Up to
4 additional lines below
signature for company
messages or other
data.