Westpac Presto Smart e355 User manual

Presto Smart
e355
User Guide.

Get in touch
Merchant Helpdesk
1800 029 749
(available 24 hours a day, 7 days a week)

Contents
1.0 Introduction ........................................................................................................................ 5
1.1 Merchant Responsibility for Equipment and MaterialsProvided. ...................................5
1.2 Damaged, Lost or Stolen Equipment. ...........................................................................................5
1.3 Merchant Receipts. ................................................................................................................................. 6
2.0 Getting Started .................................................................................................................. 6
2.1 Keyboard Layout. .....................................................................................................................................7
2.2 Keyboard Mapping. .................................................................................................................................7
2.3 Terminal Display. ........................................................................................................................................8
2.4 Charging your Terminal. ....................................................................................................................... 9
2.5 Manual Start and Shutdown. ............................................................................................................10
3.0 Procedures ........................................................................................................................ 10
3.1 Main Menu. .................................................................................................................................................10
3.2 Contactless Transactions. .................................................................................................................... 11
3.3 Chip Card Transactions. ........................................................................................................................ 11
3.4 Magnetic Stripe Transactions. .......................................................................................................... 12
3.5 Cancelling a transaction. ..................................................................................................................... 12
4.0 Pairing to the Point of Sale ............................................................................................13
5.0 Disconnecting from the Point of Sale .........................................................................16
6.0 Transaction Procedures ..................................................................................................18
6.1 How to process a Purchase Only Transaction. ........................................................................18
6.2 How to process a Purchase with Cash Out Transaction. ...................................................21
6.3 How to process a Cash Out Only Transaction. .......................................................................23
6.4 Refund. ........................................................................................................................................................26
6.5 How to process a Purchase with Tip Transaction. ................................................................29
6.6 MOTO. ..........................................................................................................................................................32
6.7 Pre-Authorisation. ..................................................................................................................................34
6.8 Pre-Authorisation Completion. .......................................................................................................36
6.9 Pre-Authorisation Cancellation. .....................................................................................................38
6.11 Pre-Authorisation Top-Up. ................................................................................................................42
6.12 Pre-Authorisation Extend. ................................................................................................................ 44
6.13 Pre-Authorisation Partial Cancellation. ..................................................................................... 46
3

7.0 Surcharging via the Terminal .......................................................................................49
8.0 Settlement ........................................................................................................................50
9.0 Network Configuration ..................................................................................................50
9.1 Wi-Fi Setup. ............................................................................................................................................. 50
10.0 Glossary ............................................................................................................................. 57
11.0 Troubleshooting ...............................................................................................................58
11.1 Terminal Response Codes. ................................................................................................................58
4

1.0 Introduction
The Presto Smart e355 terminal lets you process online transactions for Debit
Cards (savings and cheque accounts), Credit Cards (Visa, Mastercard and
UnionPay) and Charge Cards (American Express, Diners Club and JCB). To accept
Charge Card transactions please contact the relevant Charge Card Provider.
Presto Smart e355 enables you to process:
• Purchases
• Purchases with Cash Out for eftpos Debit Cards (if enabled)
• Refunds
• Mail/telephone order (MOTO) and eCommerce transactions
(subject to Westpac approval)
• Cash Out transactions for eftpos Debit Cards
• Purchase with Tip
• Pre-Authorisation functions, including Completion, Extension and Cancellation
(subject to Westpac approval).
Note: The above functionality may vary depending on your chosen POS provider.
1.1 Merchant Responsibility for Equipment and
MaterialsProvided.
Terminals and equipment (where supplied by us), plus any unused stationery
and promotional material remain the property of the Bank.
• You must not sell, assign or in any way encumber them.
• You will not permit a third party to have possession of or access
to any equipment, or other materials.
• You must ensure that the terminals are covered by your business
or contents insurance.
Terminals must not be relocated without prior authorisation.
Terminals must be located where customers can use the PIN pad without the risk
of other people seeing them key in their PIN (Personal identification number).
1.2 Damaged, Lost or Stolen Equipment.
If equipment is damaged, lost or stolen, you will be charged for its replacement.
5

1.3 Merchant Receipts.
You need to retain all merchant receipts printed in a secure manner for reconciliation
and in case of terminal failure. Refer to Section 16.0 Records in the Merchant Business
Solutions Card Acceptance by Business Terms and Conditions.
You must provide customers with a receipt unless they request otherwise.
Note: The Presto Smart e355 terminal does not have print functionality and all
merchant receipts must be printed from the POS.
2.0 Getting Started
The Presto Smart e355 terminal is a complete unit that includes:
• Presto Smart e355 terminal
• Micro USB Cable
• Power adaptor
6

2.1 Keyboard Layout.
Key Title Symbol Key Purpose
Enter This button on the terminal keypad is used to accept
data entry or proceed with a function. This button is
also used to power on the terminal when held down
for 10 seconds.
Clear/Back This button on the terminal keypad is used for
clearing entered data or moving back to the previous
screen.
Cancel This button on the terminal keypad is used to cancel
the current function and return to the home screen.
2.2 Keyboard Mapping.
The Presto Smart e355 keypad uses a mobile phone style for character set
navigation. To type the preferred character, press the destined key a number of times
to toggle through different values (e.g., 1, Q, Z, q, z, . )
Keys Characters displayed on each press of the key
1 Q Z q z .
2 A B C a b c
3 D E F d e f
4 G H I g h i
5 J K L j k l
6 M N O m n o
7 P R S p r s
8 T U V t u v
9 W X Y w x y
0 – [space]
* , ‘ “
# @ $ & ?
! % ^ (
] { } \
+ &
) [
/
7

2.3 Terminal Display.
Number of bars indicates strength
of the Wi-Fi signal.
Wi-Fi configured but not connected.
Internal battery power level displayed
when terminal is not connected to
mainspower.
Battery symbol turn red when
the terminal is low on charge.
Key Title Symbol Key Purpose
Battery low
Battery charging
Wi-Fi
No Wi-Fi
Battery
Battery symbol turn green when the
terminal is plugged into mains power and
charging.
8

2.4 Charging your Terminal.
There are two options available to charge your terminal, either through connecting
the power source directly to a computer or via the power adaptor.
1. Connecting the terminal to a computer:
i) Insert the micro-USB connector to the micro-USB port found
on the side of the terminal.
ii) Plug the USB end of the connector to a USB port on a computer
2. Connecting terminal to power
i) Insert the micro-USB connector to the micro-USB port found on the side
of the terminal.
ii) Plug the AC power cord into a wall outlet or power surge protector.
9

2.5 Manual Start and Shutdown.
i. Terminal Start-up:
When connected to power, the Presto Smart e355 terminal will automatically
turn on. To turn on the terminal manually, hold the key down for 10 seconds
until the start-up screen is displayed on the terminal.
ii. Terminal Shutdown:
Hold the key down for 10 seconds until the terminal displays the shutdown
verification screen. Keep holding the key until the Presto Smart e355 terminal
shuts down (the terminal must be unplugged from the power supply or
removed from the base before attempting a manual shut down).
3.0 Procedures
3.1 Main Menu.
The terminal idle screen displays information such as the battery strength, connection
strength, network name, IP address and the button to initiate Pairing with POS.
The payment application main menu/idle screen can be accessed via the key combo
‘ENTER+3’.
Please pair this
device with your
Point of Sale
(POS).
Network: wework_guest
IP address: 192.168.1.69
Pair #
Open for Business
Connected to
SALSAPOS
SPI VAA screen Payment application screen
To choose a main menu item:
1. Select the menu item using up (8) or down (0) keys and press the key.
2. Enter the number of the menu item using the keypad.
10
‘ ’

3.2 Contactless Transactions.
The Presto Smart e355 terminal is fitted with an in-built contactless card reader,
mounted behind the screen, which enables the terminal to process contactless card
transactions.
1. When prompted by the terminal, position the contactless card above the
terminal screen.
2. Await the confirmation beeps before removing the card.
Note: Contactless transactions are currently unavailable for UnionPay cards.
3.3 Chip Card Transactions.
The Presto Smart e355 terminal supports chip card transactions.
The chip card reader is located at the bottom of the terminal below the keypad.
1. Position the chip card with the chip facing upward and toward the terminal.
2. Insert the chip card into the chip card reader slot in a smooth, continual
motion as far as it can go.
3. The card should remain inserted in the terminal until the transaction is
complete, and the terminal prompts you to remove it.
4. If there is an error with reading the chip on the card, the terminal may prompt
you to swipe the card. 11

3.4 Magnetic Stripe Transactions.
The Presto Smart e355 terminal supports magnetic stripe transactions.
The magnetic stripe reader is located on the top of the terminal.
1. Position a magnetic stripe card in the card reader with the stripe facing inward,
towards the keypad.
2. To ensure a proper read of the magnetic stripe card, please insert the
magnetic stripe card from the top of the unit.
3. Swipe the card smoothly through the magnetic card reader.
4. If there is no response from the terminal, or CARD ERROR message is
displayed, swipe the card again. You may be required to swipe faster or
slower.
Note: If you have attempted to swipe a chip card, the terminal will prompt you to
insert the card (See Section 3.3: Chip Card transactions).
3.5 Cancelling a transaction.
To cancel a transaction during processing,
press the key on the terminal.
12

4.0 Pairing to the Point of Sale
Your Presto Smart e355 terminal needs to be paired to the Point of Sale (POS) prior
to use.
Note: The actions of the POS will differ depending on the POS vendor solution.
Step Terminal Display Action
1
Please pair this
device with your
Point of Sale
(POS) system.
Network: win_sim SSID
IP address: 127.0.0.1
Pair with POS
The Network name and the IP address
associated with the terminal will be displayed
on the home screen.
Press ‘Pair with POS’ on the terminal screen
tocontinue.
2
On your (POS)...
1. Enable pairing mode
2. Enter IP address 127.0.0.1
on network ‘win_sim SSID’
This screen will display the IP address required
by the POS to initiate the pairing.
13

Step Terminal Display Action
3
Pairing POS...
The terminal will display the following screen
when it has established a connection with the
POS to begin the pairing process.
4
Is the POS displaying
this pairing code?
B023E7
No Yes
The terminal will now display a 6-digit secret
key. This 6-digit secret key will also be
displayed on the POS. Please ensure both
POS and terminal is showing the same key
to continue with the pairing.
Press ‘Yes’ on the terminal screen to confirm
the key.
5
Finalising pairing...
The terminal will now enter the final stage
of pairing.
14

Step Terminal Display Action
6

Pairing successful
Paired with
“SALSAPOS”
OK
The terminal will now display ‘Pairing
successful’ with the name of the POS
it is connected to.
7
Open for Business
Connected to
SALSAPOS
Once the terminal has paired successfully,
it will display the following screen. This screen
will also display the name of the POS that the
terminal is paired with.
15
‘ ’

5.0 Disconnecting from
the Point of Sale
This function will have to be performed in the event of:
• Connecting the terminal to another POS.
• Swapping the terminal.
Access this function by pressing ‘ENTER + 3’ on the terminal keypad.
Step Terminal Display Action
1
Open for Business
Connected to
SALSAPOS
Press ‘ENTER + 3’ on the terminal
keypad to disconnect the terminal from the
POS when the terminal is showing either
‘Connected’ or ‘Disconnected’.
2
Please reconnect
Disconnected from
SALSAPOS
Note: If the Terminal is showing ‘Connected’,
this means there is still a live connection
between the terminal and the POS.
16
‘ ’
‘ ’

Step Terminal Display Action
3
MERCHANT
Enter password:
Enter your merchant password and press .
4
Menu
1. Unpair terminal
OK
The terminal will now display the
‘Unpair terminal’ menu. Select ‘1. Unpair
terminal’ to continue.
5
UnpairingTerminal
The terminal will display ‘Unpairing Terminal’
17

Step Terminal Display Action
6
Terminal Unpaired
The terminal will now display ‘Terminal
Unpaired’ if unpairing was successful.
6.0 Transaction Procedures
6.1 How to process a Purchase Only Transaction.
Note: In integrated mode, all transactions need to be initiated from the POS.
Step Terminal Display Action
1
Total Amount
AUD 20.00
Insert/Swipe card
Manual
#
Once the Purchase transaction has
been initiated from the POS, the terminal
will immediately change to the present
card screen.
Insert, swipe or tap the customer’s card
(See Section 3.0 Procedures).
18

Step Terminal Display Action
2
Select Account
1. Cheque
2. Savings
3. Credit
8
0
For magnetic stripe and chip cards select the
required account by pressing the ‘1’, ‘2’ or ‘3’
key.
Note: The accounts offered on this screen are
dynamic and will change depending on the
type of card presented.
3
Total Amount
AUD 20.00
Enter PIN
The cardholder can now enter their PIN. Once
entry is complete, the cardholder can press the
key.
Note: If the customer does not wish to enter a
PIN it can be bypassed for certain card types
by leaving the PIN blank and pressing the
key.
4
Please Wait
The terminal will connect to the Bank and
begin processing the purchase.
19

Step Terminal Display Action
5
Approved
The terminal will display the transaction result
and send the response back to the POS.
6
Signature
required

Signature
Approved
If a signature is required, remove the card from
the terminal and have the customer sign the
receipt printed from the POS and confirm the
signature is correct on the POS to finalise the
transaction.
Note: Signatures will still be required for
UnionPay Credit card transactions as well as
PIN authorisation. Certain cards (for example
signature-only cards, payment cards that do
not have a chip and some international cards
will also require a signature). You will be able
to process these cards as normal.
Signature
Declined
20