Westpac EFTPOS 1i User manual

EFTPOS 1i
Ter m i na l
User Guide.
Here to help you learn how
touseyour new terminal
withthiseasy‑to‑follow guide.

Get in touch.
• Westpac Merchant Business Solutions Help Desk
Service, Sales and Support
Terminal Diculties
Stationery Orders
1800 029 749
(24 hours a day, 7 days a week.)
• PC-EFTPOS Help Desk
PC-EFTPOS provides the software that enables communication between your
terminal and your point of sale software.
pceftpos.com
02 9998 9800
Monday to Friday: 8:30am – 10:00pm (AEST)
Saturday: 10:00am – 5:00pm (AEST)
Sunday : 10:00am – 3:00pm (AEST)
Please have your merchant and terminal numbers ready.
Being aware of error messages you are experiencing will come in handy to ensure
your issues are resolved.

WESTPAC EFTPOS 1i TERMINAL USER GUIDE iii
Contents.
1.0 Introducing the EFTPOS 1i Terminal. ............................................................................... 1
What this guide will cover. ...................................................................................................................... 1
A brief overview of what your terminal can do............................................................................ 1
1.1 Merchant responsibility for equipment and materials provided. ....................................... 1
1.2 Cancellation of facility.............................................................................................................................. 2
1.3 Damaged, lost or stolen equipment. ................................................................................................ 2
1.4 Merchant receipts....................................................................................................................................... 2
1.5 EFTPOS stationery..................................................................................................................................... 2
Ordering stationery online..................................................................................................................... 2
Ordering stationery by phone.............................................................................................................. 2
2.0 Setup and Configuration.................................................................................................... 3
2. Using the touch screen. ........................................................................................................................... 3
2.2 Using the keypad. ....................................................................................................................................... 3
2.3 Powering up...................................................................................................................................................4
Connecting base station to power.....................................................................................................4
Manual start-up............................................................................................................................................4
Manual shutdown........................................................................................................................................4
2.4 Loading paper...............................................................................................................................................4
2.5 Getting started.............................................................................................................................................4
Communication type. ............................................................................................................................... 5
2.6 Terminal setup and configuration. ..................................................................................................... 5
2.7 Terminal pairing with base (Bluetooth)........................................................................................... 5
2.8 Terminal configuration............................................................................................................................. 6
3.0 Procedures............................................................................................................................. 7
3.1 Conducting contactless transactions. ............................................................................................. 7
3.2 Inserting a chip card.................................................................................................................................. 7
3.3 Swiping a magnetic stripe card........................................................................................................... 7
3.4 CCV security codes. .................................................................................................................................. 8
What is CCV?................................................................................................................................................. 8
Where can I find the CCV security code? ...................................................................................... 8
Should I save CCV security codes?.................................................................................................... 8
4.0 Daily Functions using Integrated Mode. ........................................................................ 9
4.1 How to process a Bank Logon............................................................................................................. 9
Bank logon via the POS........................................................................................................................... 9
Bank logon via the terminal................................................................................................................. 10
4.2 How to process a Purchase transaction. ........................................................................................11
How to process a Purchase with Cash Out transaction. .......................................................13
4.3 How to process a Cash Out only transaction..............................................................................15
4.4 How to process a Refund transaction.............................................................................................17
4.5 How to process a Void transaction. ................................................................................................ 19
4.6 How to process a Mail/Telephone Order/e-Commerce transaction ..............................21
4.7 How to process a Pre-Authorisation...............................................................................................23
How to process a Pre-Authorisation transaction.................................................................... 24
4.8 How to process a Pre-Authorisation Top-Up............................................................................ 26
4.9 How to process a Pre-Authorisation Extend..............................................................................28
4.10 How to process a Pre-Authorisation Partial Cancel. ............................................................. 30
4.11 How to process a Pre-Authorisation Cancel. .............................................................................32

WESTPAC EFTPOS 1i TERMINAL USER GUIDE
iv
4.12 How to process a Pre-Authorisation Re-Authorisation....................................................... 34
4.13 How to process a Pre-Authorisation Re-Submission............................................................ 36
4.14 How to process a Pre-Authorisation No Show......................................................................... 38
4.15 How to process a Pre-Authorisation Delayed Charge. ........................................................40
4.16 How to process a Completion........................................................................................................... 42
Completion using the ROC number. .............................................................................................. 42
Completion using the authorisation number.............................................................................44
4.17 How to process an Account Verify. ............................................................................................... 46
5.0 End of Day Functions using IntegratedMode. ...........................................................48
5.1 Settlement................................................................................................................................................... 48
To enable an Automatic Settlement: ............................................................................................. 48
To process a Manual Settlement:..................................................................................................... 48
5.2 How to print a Pre-Settlement.......................................................................................................... 49
5.3 How to reprint Last Settlement........................................................................................................ 49
6.0 Standalone-Lite Mode. .....................................................................................................50
Switching between Standalone-Lite Mode and Integrated Mode.................................50
6.1 Terminal Logon using Standalone-Lite Mode.............................................................................51
6.2 Purchase using Standalone-Lite Mode..........................................................................................52
6.3 Cash Out using Standalone-Lite Mode. ....................................................................................... 54
6.4 Refund using Standalone-Lite Mode............................................................................................. 56
6.5 Pre-Authorisation using Standalone-Lite Mode...................................................................... 58
6.6 Pre-Authorisation Top-Up using Standalone-Lite Mode. ...................................................60
6.7 Pre-Authorisation Extend using Standalone-Lite Mode..................................................... 62
6.8 Pre-Authorisation Partial Cancel using Standalone-Lite Mode.......................................64
6.9 Pre-Authorisation Cancel using Standalone-Lite Mode. .................................................... 66
6.10 Pre-Authorisation Re-Authorisation using Standalone-Lite Mode. .............................. 68
6.11 Pre-Authorisation Re-Submission using Standalone-Lite Mode. ................................... 70
6.12 Pre-Authorisation No Show using Standalone-Lite Mode..................................................72
.13 Pre-Authorisation Delayed Charge using Standalone-Lite Mode...................................74
6.14 Completion using Standalone-Lite Mode....................................................................................76
Completion using the ROC number. ...............................................................................................76
Completion using the authorisation number..............................................................................77
6.15 Account Verify using Standalone-Lite Mode. ...........................................................................79
6.16 Settlement using Standalone-Lite Mode.....................................................................................80
6.17 Pre-Settlement using Standalone-Lite Mode. ..........................................................................80
6.18 Last Settlement using Standalone-Lite Mode..........................................................................80
6.19 Duplicate/Reprint Receipt using Standalone-LiteMode. ....................................................81
6.20 Shift Totals using Standalone-Lite Mode. .....................................................................................81
7.0 Fall Back Sales Procedures.............................................................................................. 82
7.1 Electronic Fall Back. ................................................................................................................................82
EFB Purchase Receipt. .......................................................................................................................... 83
8.0 Glossary. ...............................................................................................................................84
9.0 Troubleshooting................................................................................................................. 85
9.1 Hardware Faults........................................................................................................................................ 85
9.2 Response Codes....................................................................................................................................... 86

WESTPAC EFTPOS 1i TERMINAL USER GUIDE 
1.0 Introducing the EFTPOS 1i Terminal.
What this guide will cover.
This user guide will tell you all you need to know about the EFTPOS 1i terminal. As you
read you’ll become familiar with the terminal and feel comfortable operating it using
this as a guide. This guide will cover all transaction types as well as additional processes
to ensure a smooth transition to your new terminal.
A brief overview of what your terminal can do.
Your new terminal enables online transactions to be processed for Debit Cards
(Savings and Cheque accounts), Credit Cards (Visa, mastercardand China UnionPay)
and Charge Cards (American Express®, Diners Club and JCB).
Your EFTPOS 1i terminal can process:
• Purchases
• Purchases with Cash Out for Debit Cards
• Refunds
• Voids
• Mail Order/Telephone Order transactions (MOTO) and eCommerce
• Cash Out transactions for Debit Cards
• Pre-Authorisation and Completion transactions, including the extended range of
transactions oered by Visa, mastercard and UnionPay (approved merchants only)
• Purchase with Tips
* American Express® is a registered trademark of American Express Company.* mastercard® is a registered
trademark of Mastercard International Incorporated.* Visa® is a registered trademark of Visa Worldwide
PteLimited. UnionPay is a trademark of China UnionPay Co., Ltd.
1.1 Merchant responsibility for equipment and
materials provided.
Any hardware or equipment and any unused stationery and promotional materials
supplied by the bank, remain the property of the bank.
Additionally:
• You must not sell, assign or in any way encumber them.
• You cannot give them to a third party or give access to a third party.
• You must ensure that the terminals are covered by your business or contents
insurance.
It’s also important to note that your terminal must not be relocated without
priorauthorisation.
It must be located where customers can use the pinpad without the risk of other
people seeing them key in their PIN.

WESTPAC EFTPOS 1i TERMINAL USER GUIDE

1.2 Cancellation of facility.
If your merchant facility is cancelled for any reason, the equipment and materials must
be returned to us. To make arrangements for return call Merchant Business Solutions
on 1800 029 749. You must ensure that all equipment and materials are available to be
returned within five business days of our request.
Fees and charges will continue to be incurred until the equipment is returned to the
bank asinstructed.
1.3 Damaged, lost or stolen equipment.
You are responsible for your equipment. If equipment is damaged, lost or stolen, you
will be charged for its replacement.
1.4 Merchant receipts.
It’s vital that you retain all printed and electronic merchant receipts, in a secure manner
for reconciliation and in case of terminal failure.
You must provide the customer with a receipt unless he or she requests otherwise.
1.5 EFTPOS stationery.
Stationery can be ordered by the phone or online on the internet.
Please place your orders before running your stocks too low. Orders will be delivered to
you within five business days.
Ordering stationery online.
Log on to westpac.com.au/business-banking/merchant-services to order stationery online.
Select stationery ordering system, which will direct you to the stationery order page
on the Westpac website and enter the followingdetails:
• Merchant Number (MID)
• Trading Address Postcode then:
− Select your stationery items and quantities and follow the prompts.
Ordering stationery by phone.
Call Merchant Business Solutions on 1800 029 749 (available 24/7). Follow the prompts
and use your phone keypad to enter the following details:
• Select your stationery items and quantities then:
− Merchant Number (MID)
− Trading Address Postcode

WESTPAC EFTPOS 1i TERMINAL USER GUIDE 
2.0 Setup and Configuration.
2. Using the touch screen.
The EFTPOS 1i terminal has a colour touch screen. To navigate using the touch screen,
follow the prompts and press the option on the screen to make a selection.
2.2 Using the keypad.
Key Title Symbol Key Purpose
Enter This button on the terminal keypad is used to accept data
entry or proceed with a function and is the same as using the
SELECT or OK buttons displayed on the touch screen. 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 and is the
same as using the CLEAR or BACK buttons displayed on the
touch screen.
Cancel This button on the terminal keypad is used to cancel the
current function and return to the home screen and is the
same as using the CANCEL or NO buttons displayed on
the touch screen. This button is also used to power o the
terminal when held down for 10 seconds.

WESTPAC EFTPOS 1i TERMINAL USER GUIDE
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2.3 Powering up.
Connecting base station to power.
1. Insert the power cable into the power
port on the terminal base.
2. Plug the AC power cord into a wall
outlet or a power board.
3. Place terminal on charger to begin
charging the terminal.
Manual start-up.
Hold the green (Enter) key down for about 10 seconds until terminal displays the start-
upscreen.
Manual shutdown.
Hold the red (Cancel) key down for about 10 seconds until the terminal displays the
shutdown verification screen. Keep holding the red key until the terminal shuts down.
(Must be unplugged from power supply before attempting manual shut down)
2.4 Loading paper.
1. On top of your terminal, lift and open the black paper compartment latch.
2. Position the paper roll with the end of the roll protruding from underneath the roll
towards the terminal screen.
3. Pull paper out slightly and close the cover.
2.5 Getting started.
Your EFTPOS 1i terminal arrives as a complete unit. Included in your delivery is:
• quick reference guide
• terminal
• terminal base
• paper rolls
• power supply
• cables (RS232 serial, USB and dial cables).
For any PC-EFTPOS software queries, please contact the PC-EFTPOS Help Desk on
02 9998 9800.

WESTPAC EFTPOS 1i TERMINAL USER GUIDE 
Communication type.
The terminal supports PC-EFTPOS IP Gateway via the POS.
In the event that your main communication method is down, the terminal will
automatically failover to 3G/GPRS backup communications.
2.6 Terminal setup and configuration.
To begin setting up your new EFTPOS 1i terminal:
1. Ensure the terminal base is connected to power.
2. Ensure the terminal base is connected to your Point of Sale (POS) via a supported
communications method.
3. Ensure the terminal is fully charged, or is sitting on the terminal base for power.
4. Ensure that your POS software is running on your Point of Sale. Please contact your
Point of Sale provider or refer to your POS Guide if further information is required.
5. Hold down the green “Enter” key found at bottom right corner of the terminal
keypad, until an audible beep is heard and/or the terminal screen powers on.
6. Follow the instructions for Bluetooth pairing below.
Your terminal should display “Ready” on-screen, at which point you can begin
transacting via your POS software.
2.7 Terminal pairing with base (Bluetooth).
Your terminal uses Bluetooth communications between the Keypad and the Base, with
security measures in place for all communications.
If the base does not display a solid blue light (indicating that it is currently paired with
the terminal), follow these instructions to pair the terminal with the base:
• Press the button on the front of the base and wait for the blue light to begin blinking.
• On the Keypad, select the correct base by identifying the 9-digit serial number
printed on the underside of the base.
• Wait for the pairing to complete, which will be indicated by a solid blue light
displayed on the base.
The terminal will display the following message if Bluetooth pairing has not occurred or
is unsuccessful:
TERMINAL SCREEN
READY
NOT PAIRED
Common issues in the initial pairing process include power and communications issues
which are often resolved by checking the connections between device and power
outlets. Please contact Merchant Business Solutions for further assistance.

WESTPAC EFTPOS 1i TERMINAL USER GUIDE
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2.8 Terminal configuration.
Once the EFTPOS 1i terminal is connected, the Merchant ID and Terminal ID will need
to be entered into the PC-EFTPOS EFT Client. This is done via the Control Panel –
yourPOS Vendor or PC-EFTPOS Help Desk may be able to assist you ifrequired.
You can use the function on the keypad from the terminal idle screen to configure the
primary communications method. To do this, press the # key at the idle screen and
enter 998 to proceed to communications selection.
The following configuration options will be displayed:
1. Bluetooth Base: View the details of the connected Bluetooth base hardware,
and press “1” to unpair from the base so that your terminal can be paired with
another base.
2. Bluetooth Base Version: View the firmware version of the connected Bluetooth
base, and press “2” to update the base firmware if required.
3. POS Details: View details on the POS interface methodology (such as RS232).
4. SIM: Press “4” to verify the SIM details (if installed).
5. PSTN Details: Press “5” to verify the PSTN phone number (if in use).
6. Power o timer: Press “6” to configure the power-o timer duration.
7. (not in use).
8. Internal Modem: Press “8” to configure which communications method should be
used to communicate with the bank in the event that POS Communications are
down. The available options are GPRS, PSTN, and None.
Note that these communications method configurations are for the handset
communicating directly with the host (via GPRS or PSTN) in the event that the POS-to-
Bank link is down.
The host communications (GPRS or PSTN) will only be used in the event that the POS
communications to the bank are down (and/or the terminal is in standalone lite mode),
and this process should be seamless during a transaction.