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Moneris transelect v2000 Operating Manual

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TRANSELECT (V2000)
MERCHANT OPERATING MANUAL
For Terminal Software Version 7.52
Document Release Date: July 27, 2007
Document Version: 1.1

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  • Page 1 TRANSELECT (V2000) MERCHANT OPERATING MANUAL For Terminal Software Version 7.52 Document Release Date: July 27, 2007 Document Version: 1.1...
  • Page 2 Copyright © Moneris Solutions, 2007. 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.

  • Page 3: Table Of Contents

    Entering Credit Card Information 13 Processing Credit Card Purchase Transactions 14 Processing Credit Card Purchase Transactions (Back Up Procedure) 15 Correcting/Voiding Credit Card Purchase 16 Processing Credit Card Refund 17 Correcting/Voiding Credit Card Refund 19 Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 4 Split Tender Purchase with Gift Card 44 Split Tender Purchase - Gift Card with Second Gift Card Payment 45 Split Tender Purchase - Gift Card with CASH Payment 46 Gift Card Inquiry (ADMIN 55) 46 Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 5 Some Notes on 3201 Communication 68 Setting Up Third Party Host Communication Parameters (ADMIN 10) 71 Setting Up Third Party Card (ADMIN 11) 73 Setting Up the Printer (ADMIN 14) 74 Setting Up Dial Communications (ADMIN 15) 75 Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 6 Printer Lights Not On 98 Printer Paper-Low Light On 98 PINPad Display Screen Blank 98 Printer Ready Light Flashing 98 Reprint A Transaction 98 Rotary To Touch Tone 98 Touch Tone To Rotary 98 Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 7 Moneris Merchant ID Number: Initialization Telephone Number: DATAPAC 3201 (Polled) Communication Information: Moneris Solutions Poll Code: Third Party Poll Code: Call the Moneris Merchant Service Centre at 1-866-319-7450 (toll-free long distance) for Information and Assistance with • Balancing your terminal •...
  • Page 8 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 above) to obtain additional supplies for your terminal.

  • Page 9: Chapter 1: About Your Terminal

    PINPad key functions. The Transelect terminal con- nects to the POINT OF SALE (POS) payment service provided by Moneris. Your TRANSELECT includes a terminal, a printer, and a PIN- Pad (if you process Interac Direct Payment/Debit transactions).

  • Page 10: Equipment Care

    Do not expose components to extreme temperatures • To ensure the warranty on equipment, it is recommended that mer- chants obtain their POS stationery and paper rolls from Moneris. • For instructions on changing paper and ribbons, refer to your printer manual •...

  • Page 11: Pinpad Key Functions

    CORR To clear the display of data so the customer may re-key information or if no data has been input, to revert to the previous prompt. To approve the transaction, amount, and PIN. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 12 CHAPTER 1: About Your Terminal Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 13: Chapter 2: Terminal Features And Procedures

    POS Administrative Cards at all times. If your POS Administrative Card is lost, stolen, or damaged (or if you suspect it may be lost or stolen) call the Moneris Merchant Service Centre immediately. All financial transactions completed with a POS Administrative Card are subject to the guidelines of the “Debit Card Merchant Agreement”...

  • Page 14: Credit Transaction Pre-Authorization

    2.1.5: Printer Problems If your printer is not working and you are unable to print a customer receipt, contact Moneris Solutions Merchant Services to report the problem and process the transaction as follows: For Debit transactions - process the transaction through your terminal and manually prepare a receipt (in duplicate) with full details including: •...

  • Page 15: Securing Your Terminal

    The remainder of the card number is masked, i.e., an '*' is printed for each remaining digit in the card number. Debit card, credit card (including private label), gift card and loy- alty card numbers are masked. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 16: Optional Features

    This feature enables you to “flag” your Closed Batch Transaction (ADMIN 99) with an “Out of Balance” condition. This feature is used solely for your “in house” record keeping and is not reported to Moneris. This feature is activated in the ADMIN 08 –Configuring The Terminal.

  • Page 17: Purchasing Card

    2.2.6: Third Party Card Processing This feature enables you to process Third Party transactions (e.g. JCB). Contact your Moneris Solutions Sales Representative for further details. Third Party processing parameters are keyed in ADMIN 10 and ADMIN 11; refer to CHAPTER 8: Processing Administrative Functions for using administrative functions.

  • Page 18: Clerk Id

    CHAPTER 2: Terminal Features and Procedures Clerk ID’s are keyed in the terminal and retained on the Moneris Host. This enables you to obtain financial totals and the number of transactions pro- cessed on all of your terminals by a specific Clerk or group of Clerks.

  • Page 19: Multiple Terminal Reporting

    The Multiple Terminal Close transaction (ADMIN 85) does not compare totals stored in the terminals memory with totals stored in Moneris’ Host Computer. Therefore, ensure that your receipts balance to the total of your Multiple Closed Batch.
  • Page 20 CHAPTER 2: Terminal Features and Procedures Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 21: Chapter 3: Processing Credit Transactions

    IMPRINT OF THE CARD Credit card. Make sure the account number and expiry date are clear and readable. To continue the transaction go to the ENTER ENTER CLERK ID CLERK ID prompt in the appropriate section. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 22: Processing Credit Card Purchase Transactions

    Note: This is an OPTIONAL prompt. It only appears if the Invoice Numbers prompt has been enabled in Admin 08. Key in amount of Purchase (without the deci- PURCHASE mal point) and press ENTER ENTER AMOUNT Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 23: Processing Credit Card Purchase Transactions (Back Up Procedure)

    * * If the amount of the transaction exceeds your “Downtime floor limit” established by Moneris, obtain a “Voice Authorization” by calling the Moneris Authorization centre. 2. Once the cardholder has signed the Sales Draft, compare the signature to that located on the signature panel of the card.

  • Page 24: Correcting/Voiding Credit Card Purchase

    Key in the entire amount of the purchase trans- PURCHASE VOID action to be voided/corrected (without the deci- ENTER AMOUNT mal point) and press ENTER. Please Wait DIALLING CALL ANSWERED SENDING / RECEIVING PROCESSING PRINTING Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 25: Processing Credit Card Refund

    AUTHORIZATION NUMBER Key in 999999 if the original Authorization Number is not available and press ENTER. Key in amount of the transaction being REFUND refunded (without the decimal point) and press ENTER AMOUNT ENTER. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 26 PROVIDE TRANS RECORD Give the masked copy of the receipt to your customer and retain the unmasked copy for your records Press CANCEL/EXIT key to return to READY prompt READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 27: Correcting/Voiding Credit Card Refund

    PROVIDE TRANS RECORD Give the masked copy of the receipt to your customer and retain the signed, unmasked copy for your records. Press CANCEL/EXIT key to return to READY prompt READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 28: Processing Pre-Authorized Credit Transaction

    Give the masked copy of the receipt to your customer and retain the signed, unmasked copy for your records. Press the CANCEL/EXIT key to return to the READY prompt. READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 29: Completing A Pre-Authorized Credit Transaction

    PROVIDE TRANS RECORD not required to sign the “ADVICE” receipt. How- ever, you must retain a copy of the ADVICE receipt. Press the CANCEL/EXIT key to return to the READY prompt. READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 30: Processing Credit Card Advice Transaction

    Please wait DIALLING CALL ANSWERED SENDING / RECEIVING PROCESSING PRINTING Retain a copy of receipt. APPROVED ###### PROVIDE TRAN RECORD Press the CANCEL/EXIT key to return to READY prompt READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 31: Chapter 4: Processing Debit Transactions

    (MSR) on the terminal. The MSR will read the information on the stripe. 4.2: Processing Debit Card Purchases This transaction electronically authorizes and captures debit card pur- chases. Settlement to your business account occurs electronically for all “closed batches”. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 32: Processing Debit Purchase (Without Tip Entry)

    PROVIDE TRANS RECORD OBTAIN CARD” unmasked copy for your records. is displayed on the PINPad. Press CANCEL/EXIT key to return to READY prompt. ###### = the Authorization Number READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 33: Processing Debit Purchase With Tip Entry

    Press CORR to make changes to the last entry. Return the Debit card to the cus- “PLEASE WAIT FOR MESSAGE” DIALLING tomer. appears on the PINPad display. CALL ANSWERED SENDING/RECEIVING PROCESSING PRINTING Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 34: Correcting/Voiding Debit Card Purchase

    AUTHORIZATION NUMBER voided and press ENTER Key in the entire amount of the pur- PURCHASE VOID chase transaction being Corrected/ ENTER AMOUNT Voided (without the decimal) and press ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 35: Processing Debit Card Refund

    Swipe customer card REFUND SWIPE CUSTOMER CARD Key in your Clerk ID and press REFUND ENTER. ENTER CLERK ID Note: This prompt appears only if the Clerk ID prompt has been enabled in Admin 83. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 36 PROVIDE TRANS RECORD OBTAIN CARD” unmasked copy for your records. is displayed on the PINPad. Press CANCEL/EXIT key to return to READY prompt READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 37: Correcting/Voiding Debit Card Refund

    3.Key in your PIN and press OK. 4.Return the PINPad to the operator. Note: Press CANCEL at any time to stop the transaction. Press CORR to make changes to the last entry. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 38 PROVIDE TRANS RECORD OBTAIN CARD” unmasked copy for your records. is displayed on the PINPad. Press CANCEL/EXIT key to return to READY prompt READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 39: Chapter 5: Processing E-Commerce And Mail / Telephone Order Transactions

    Note: E-commerce and Mail/ Tel transactions can only be performed without swiping a card. It is assumed that the cardholder will not be there. If a card is swiped, the features cannot be used. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 40: Processing Transactions With E-Commerce And Moto Enabled

    Key in purchase amount and press ENTER PURCHASE ENTER AMOUNT Please wait DIALLING CALL ANSWERED SENDING/RECEIVING PROCESSING PRINTING Press CANCEL/EXIT to return to the READY APPROVED ###### prompt. PROVIDE TRANS RECORD READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 41: Moto Purchase

    Key in purchase amount and press ENTER PURCHASE ENTER AMOUNT Please wait DIALLING CALL ANSWERED SENDING/RECEIVING PROCESSING PRINTING Press CANCEL/EXIT to return to the READY APPROVED ###### prompt. PROVIDE TRANS RECORD READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 42: Processing Transactions With Only E-Commerce Enabled

    Key in purchase amount and press ENTER PURCHASE ENTER AMOUNT Please wait DIALLING CALL ANSWERED SENDING/RECEIVING PROCESSING PRINTING Press CANCEL/EXIT to return to the READY APPROVED ###### prompt. PROVIDE TRANS RECORD READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 43: Processing Transactions With Only Moto Enabled

    Key in purchase amount and press ENTER PURCHASE ENTER AMOUNT Please wait DIALLING CALL ANSWERED SENDING/RECEIVING PROCESSING PRINTING Press CANCEL/EXIT to return to the READY APPROVED ###### prompt. PROVIDE TRANS RECORD READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 44 CHAPTER 5: Processing E-comm and MOTO Transactions Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 45: Chapter 6: Processing Ernex Transactions

    Once the transactions in the terminal memory reach capacity, the oldest transaction drops off. If your terminal is replaced, the memory can- not be transferred to the replacement terminal and is therefore lost. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 46: Card Masking

    Card and/or Loyalty Card transactions. 6.2.2: Initializing with ERNEX No receipt is printed with this transaction. Also if you have more than 1 terminal at your location, each device has to have 2 different ERNEX terminal IDs. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 47: Re-Initialization With Ernex

    6.2.2: Initializing with ERNEX. Ensure you have closed your batch and printed out IMPORTANT: your required reports before re-initializing your terminal with ERNEX. This function will clear and reset the ERNEX information in your terminal. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 48: Host Communication Test With Ernex (Admin 58)

    TERMINAL DISPLAY OPERATOR ACTIONS Press ADMIN key READY SWIPE CUSTOMER CARD Enter 58 and press ENTER ENTER ADMIN CODE Transaction in progress, please wait DIALING/SENDING/ PROCESSING/ RECEIVING ERNEX APPROVED READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 49: Performing Ernex Gift Card Transactions

    ENTER. $##.## Please wait DIALING / SENDING / RECEIVING Press C BAL OWING $##.## CARD – A CASH – C Press ENTER to print the second receipt. CASH REMITTED TRANSACTION COMPLETE Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 50: Gift Card Activation With Debit, Credit Or Gift Card Payment

    If Gift Card Swiped: Enter CVC (3 digit number) and press ENTER PURCHASE $XX.XX ENTER CVC Please wait DIALING/ SENDING / RECEIVING Press ENTER to print the second receipt. APPROVED PROVIDE TRANS RECORD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 51: Gift Card Purchase Transactions

    ENTER INVOICE NO press ENTER. Enter CVC and press ENTER ENTER CVC Enter purchase amount and press ENTER PURCHASE ENTER AMOUNT Please wait RECEIVING/ PROCESSING/ PRINTING Press ENTER to print the second receipt. ERNEX APPROVED Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 52: Split Tender Purchase With Gift Card

    ENTER LAST 4 DIGITS ENTER. If Debit Card Swiped: Customer to use Pin Pad PURCHASE $XX.XX CONTINUE ON PIN PAD Please wait DIALING/SENDING/ RECEIVING Press ENTER to print the second receipt. APPROVED PROVIDE TRANS RECORD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 53: Split Tender Purchase - Gift Card With Second Gift Card Payment

    Swipe second Gift Card PURCHASE SWIPE CUSTOMER CARD Enter CVC (3 digit number) and press ENTER ENTER CVC Please wait DIALING/SENDING/ RECEIVING Press ENTER to print the second receipt. ERNEX APPROVED PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 54: Split Tender Purchase - Gift Card With Cash Payment

    ENTER CLERK ID ENTER. Enter CVC (3 digit number) and press ENTER ENTER CVC Please wait DIALING / SENDING / RECEIVING Press ENTER to print the second receipt. ERNEX INQUIRY COMPLETE PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 55: Deactivating A Gift Card (Admin 51)

    If prompted, key in the Clerk ID and press ENTER CLERK ID ENTER. Enter CVC and press ENTER ENTER CVC Please wait DIALING / SENDING / RECEIVING Press ENTER to print the second receipt. CARD DEACTIVATED BALANCE $##.## Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 56: Gift Card General Void (Admin 56)

    Card as well as a Loyalty Card. The Card Holder could be awarded points every time they use their Combination Card for payment. All Loyalty Card transactions may be swiped or keyed into the terminal. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 57: Loyalty Card Activation (Admin 51)

    ENTER LAST 4 DIGITS ENTER. If Debit Card Swiped: Customer to use Pin Pad PURCHASE $XX.XX CONTINUE ON PIN PAD Please wait DIALING/SENDING/ RECEIVING Press ENTER to print the second receipt. APPROVED PROVIDE TRANS RECORD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 58: Loyalty Purchase Transactions

    PURCHASE ENTER AMOUNT Please wait DIALING/SENDING/ RECEIVING Press ENTER APPROVED PROVIDE TRANS RECORD PRESS ENTER TO CONT. Press ENTER and then press CANCEL/EXIT ERNEX APPROVED key to return to READY prompt. PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 59: Purchase - Loyalty Card And Debit Or Credit Card

    PAYMENT CARD REQ? YES-A NO-C Enter purchase amount and press ENTER ENTER AMOUNT $0.00 Please wait DIALING/SENDING/ RECEIVING Press ENTER and then press CANCEL/EXIT ERNEX APPROVED key to return to READY prompt PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 60: Pre-Authorization With A Loyalty Transaction

    Enter purchase amount and press ENTER PRE-AUTHORIZATION ENTER AMOUNT Please wait DIALING/SENDING/ RECEIVING Press ENTER. APPROVED PROVIDE TRANS RECORD PRESS ENTER TO CONT Press ENTER then press CANCEL/EXIT key ERNEX APPROVED to return to READY prompt. PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 61: Pre-Authorization Completion/Advice

    Enter purchase amount and press ENTER PRE-AUTHORIZATION ENTER AMOUNT Please wait DIALING/SENDING/ RECEIVING Press ENTER. APPROVED PROVIDE TRANS RECORD PRESS ENTER TO CONT Press ENTER then press CANCEL/EXIT key ERNEX APPROVED to return to READY prompt. PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 62: Refunds With A Loyalty Card

    CONTINUE ON PIN PAD Please wait DIALING/SENDING/ RECEIVING Press ENTER. APPROVED PROVIDE TRANS RECORD PRESS ENTER TO CONT Press ENTER then press CANCEL/EXIT key ERNEX APPROVED to return to READY prompt. PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 63: Refund - Loyalty Card And Cash Or

    PAYMENT CARD REQ? YES-A NO-C Enter refund amount and press ENTER ENTER AMOUNT $0.00 Please wait DIALING/SENDING/ RECEIVING Press ENTER then press CANCEL/EXIT key ERNEX APPROVED to return to READY prompt. PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 64: Loyalty Redemption (Admin 54)

    Enter 55 and press ENTER. ENTER ADMIN CODE Swipe Loyalty Card ERNEX INQUIRY SWIPE CARD Please wait DIALING/SENDING/ RECEIVING Press ENTER then press CANCEL/EXIT key ERNEX INQUIRY to return to READY prompt. COMPLETE PRESS ENTER Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 65: Loyalty Card General Void (Admin 56)

    ENTER ADMIN CODE Press C ACTIVATE CARD - A DEACTIVATE CARD - C Swipe Loyalty Card if present OR DEACTIVATE CARD Enter Loyalty Card number and press ENTER ENTER CARD NUMBER Please wait DIALING/SENDING/ RECEIVING Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 66: End-Of-Day Procedures

    ENTER BATCH NUMBER the current open Batch, just press ENTER If C is selected Enter date (YY is optional) and press ENTER ENTER DATE (YY)MMDD or For the current date, just press ENTER PRINTING Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 67: Transaction Inquiry List (Admin 66)

    Press ENTER to select all card numbers pro- cessed Enter the amount to list all stored transactions ENTER AMOUNT for a specific amount, and press ENTER, Press ENTER to select all transaction amounts Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 68: Merchant Subtotals Inquiry (Admin 95)

    These transactions are stored on the ERNEX host. TERMINAL DISPLAY OPERATOR ACTIONS Press ADMIN key. READY SWIPE CUSTOMER CARD Enter 95 and press ENTER. ENTER ADMIN CODE Please wait DIALING/SENDING/ RECEIVING PRINTING Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 69: Batch Close (Admin 99)

    Gift transactions to ERNEX. TERMINAL DISPLAY OPERATOR ACTIONS Press ADMIN key. READY SWIPE CUSTOMER CARD Enter 99 and press ENTER. ENTER ADMIN CODE Please wait DIALING/SENDING/ RECEIVING Press A. CLOSE - A EXIT - C Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 70 CHAPTER 6: Processing ERNEX Transactions Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 71: Chapter 7: Balancing & Closing Your Terminal

    The first part of a Close Batch Transaction - ADMIN 99 compares approved transaction totals held in the memory of your terminal with totals stored in Moneris’ Host Computer. If the two totals do not match, the ter- minal prints “MONERIS’ AND TERMINAL’ TOTAL DO NOT MATCH”.

  • Page 72: Option 2: Non-Batch Closing

    CHAPTER 7: Balancing & Closing Your Terminal • If a Credit transaction has been duplicated by the system, proceed to close the batch and call the Moneris Merchant Service Centre on the next business day for assistance in correcting this problem. •...

  • Page 73: Chapter 8: Processing Administrative Functions

    8.1: Initializing Your Terminal (Initialization - ADMIN 01) ADMIN 01 establishes the initial communication link between your termi- nal and Moneris. It is not necessary to perform this function on a daily basis, however, from time to time you may be requested to INITIALIZE your terminal by Moneris Solutions, Merchant Services.

  • Page 74: Logging On (Admin 02)

    CHAPTER 8: Processing Administrative Functions TERMINAL DISPLAY OPERATOR'S ACTIONS Key in Moneris Solution’s Host phone number ENTER PHONE NUMBER and press ENTER (refer "Initialization number" listed in the front of this manual). To retain displayed phone number press ENTER Note: This prompt will not appear if the terminal is connected to a 3201 line.

  • Page 75: Logging Off (Admin 03)

    SWIPE CUSTOMER CARD The device may now be used to simulate live Credit and Debit transactions. The transactions will not be captured and there will not be any financial impact to your account. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 76: Exiting Training Mode

    16 terminals connected to a LAN. The numbering system used is as follows: MASTER: 20 SLAVES: 21, 22, 23, 24, 25, 26, 27, 28, 29, 2A, 2B, 2C, 2D, 2E, 2F. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 77 C - Closed Batch transaction factory default is set to To Capture and Send Purchasing Card informa- PURCHASING CARD ON? tion, press A YES-A NO-C To exit press C Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 78 To reject mail order and telephone transaction, press C Note: Pressing the ENTER key retains the current setting. Note: The card number must be manually keyed in for the e-commerce and mail / telephone order transactions Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 79: Setting Up Third Party Host Communication Parameters (Admin 10)

    PRINTER TYPE SCRIBE YES-A NO-C To select another type of printer, press C STAR YES-A NO-C Moneris Solutions printers are usually the P250 EPSON YES-A NO–C (Scribe, Thermal printer) or Epson (Impact printer) Factory default is set to EPSON READY SWIPE CUSTOMER CARD 8.6: Setting Up Third Party Host Communication...
  • Page 80 Host, press A. Go to the HOST TYPE prompt. CLEAR HOST # - C To delete the Host from the terminal, press C. Go to the ENTER NEXT HOST NUMBER prompt. READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 81: Setting Up Third Party Card (Admin 11)

    Party Processor advises of multiple BIN rages for the same card type. Key in highest limit of BIN range #2 if applica- BIN RANGE 2 - HIGH ble and press ENTER Press ENTER to leave this blank. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 82: Setting Up The Printer (Admin 14)

    To enable printing trailer on receipts and key in TRAILER MESSAGE? the trailer message, press A. YES–A NO–C To avoid printing a trailer on receipts, press C. The “NUMBER OF COPIES” prompt appears. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 83: Setting Up Dial Communications (Admin 15)

    DIAL COMMUNICATIONS MUST USE A TRUE ANALOG PHONE LINE CONNECTING TO A PUBLIC SWITCHED TELEPHONE NETWORK. ANALOG TELEPHONE ADAPTORS (ATAS) AND DIGITAL PHONE SERVICE OVER IP COMMUNICATIONS MUST NOT BE USED AS AN ALTERNATIVE TO DIAL COMMUNICATIONS. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 84 CALL PROGRESS CHECK on the phone line, press A YES-A NO-C To disable this feature, press C Note: Set to YES unless otherwise instructed. Factory default is set to YES READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 85: Printing Configuration Parameters (Admin 16)

    Key in 60 and press ENTER ENTER ADMIN CODE To print card numbers in full on the report, SWIPE ADMIN CARD swipe your POS Admin Card. To print masked card numbers on the report, simply press ENTER. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 86 For the current open Batch, just press ENTER. If C was selected Key in DATE (YY)MMDD (YY is optional) and ENTER DATE (YY)MMDD press ENTER. For the current date, just press ENTER Please wait. PRINTING READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 87: Performing Transaction Inquiry (Admin 66)

    ENTER or just press ENTER to select all card numbers processed. Key in the amount of the transaction to list all ENTER AMOUNT transactions processed for a specific amount and press ENTER or just press ENTER to select all transaction amounts. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 88 Scroll through the list of transactions using the AAAAAA A and C keys on your terminal. ################ DDMMYY $$.$$ Press the CANCEL/EXIT key to return to the READY prompt. READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 89: Performing Credit And Debit Deposit Totals Inquiry (Admin 77)

    MERCHANT TERM NAME your terminal and press ENTER If you have previously keyed a terminal name and want to change the name, key over exist- ing name in the terminal and press ENTER. Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 90: Processing Multiple Terminal Reporting (Admin 85)

    This function may be accessed from any terminal that has been set up for Multiple Terminal Reporting (ADMIN 80). This function does not com- pare financial totals held on Moneris Solution’s Host Computer with those held in each terminals memory.

  • Page 91: Setting Up Clerk Subtotalling (Admin 83)

    Note: Your POS Administrative Card is required to process this transaction TERMINAL DISPLAY OPERATOR'S ACTIONS Press ADMIN key READY SWIPE CUSTOMER CARD Key in 83 and press ENTER ENTER ADMIN CODE Swipe POS ADMIN Card SWIPE ADMIN CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 92 Key in 13 digit merchant number provided by ENTER MERCHANT ID Moneris and press ENTER The first 7 digits of your merchant number reflect the Moneris Processing Centre you are attached to: Eastern Processing Centre 0030100 Western Processing Centre 0030400...

  • Page 93: Maintaining Clerk Id (Admin 84)

    Use this function to add or remove Clerk ID’s. Clerk ID’s are maintained on the Moneris Host, so once a Clerk ID has been added, all terminals attached to the same Merchant ID number can access any Clerk ID. If a ter- minal is replaced, the Clerk IDs do NOT have to be re-keyed.

  • Page 94: Removing A Clerk Id

    TERMINAL DISPLAY OPERATOR'S ACTIONS Press ADMIN READY SWIPE CUSTOMER CARD Key in 81 and press ENTER ENTER ADMIN CODE Key in Default Clerk ID and press ENTER ENTER CLERK ID READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 95: Processing Clerk Subtotalling Inquiry (Admin 82)

    If C (MULTIPLE CLERKS) was selected Swipe POS ADMIN Card SWIPE ADMIN CARD To reset Clerk Totals to zero, press A ZERO CLERK TOTALS? YES-A NO-C To continue accumulating Clerk Totals, press Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 96 NEXT CLERK-A GRP–B OR PROCESS LIST-C To enter an additional Group of Clerks, press To process the list, press C Please wait DIALING CALL ANSWERED SENDING / RECEIVING PROCESSING PRINTING READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 97: Processing Credit And Debit Transaction Subtotals (Admin 95)

    Use this inquiry to obtain the number and dollar value of Credit and Debit financial transactions processed through your terminal since the last closed batch. This transaction reports totals stored on the Moneris Host and any other hosts the terminal communicates with in order to process transac- tions.

  • Page 98: Closing Batch Transaction [Close Batch] (Admin 99)

    Moneris Solutions that day. This transaction compares totals stored in the terminal’s memory to totals held on the Moneris Host. If a discrepancy is found, your terminal will report MONERIS AND TERMINAL TOTALS DO NOT MATCH. If this occurs, call the Moneris Merchant Service Centre on the next business day for assistance.
  • Page 99 EXIT - C Press C to return to the READY prompt with- out closing your batch(es). Transaction processing, Please wait DIALING CALL ANSWERED SENDING, RECEIVING PROCESSING PRINTING READY SWIPE CUSTOMER CARD Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...
  • Page 100 CHAPTER 8: Processing Administrative Functions Moneris TRANSELECT (V2000) Merchant Operating Manual v.1.1...

  • Page 101: Chapter 9: Troubleshooting

    Merchant Services. 9.1: Error Messages TERMINAL MESSAGE RESOLUTION • The totals stored in the Host Computer of Moneris do not match the MONERIS AND TERMINAL totals of your terminal (printed on Close batch transaction). TOTALS DON’T MATCH • Call the Moneris Merchant Service Centre on the next business day for assistance (see page v).
  • Page 102 • Debit card is not accepted for use, return card to cardholder and DECLINED INVALID CARD accept another form of payment. • A problem has occurred with the communication link to Moneris’ DECLINED RE-TRY computer, re-try transaction. If problem persists, call the Moneris COMM ERROR or Merchant Service Centre for assistance (see page v).
  • Page 103 (see page v). • If using 3201 Communication, confirm Poll Code keyed in ADMIN 08 FAILED TO INITIALIZE (see page 68) is correct. If problem persists, call the Moneris Mer- POLL CODE ERROR chant Service Centre for assistance (see page v).

  • Page 104: Helpful Hints On Balancing Problems

    9.2: Helpful Hints On Balancing Problems 9.2.1: Batch Not Balanced Close the batch that is out of balance and call the Moneris Merchant Ser- vice Centre on the next business day for assistance. 9.2.2: Clerk Subtotalling And Multiple Terminal Reporting 1.

  • Page 105: Helpful Hints On Communication Problems

    Moneris Merchant Service Centre for assistance. If you operate without a Quatro (LAN) for communication: • you know your terminal is polling Moneris Solutions when there is a solid _ (dot) on the top line, left side of the terminal display window. •...

  • Page 106: Helpful Hints On Hardware Problems

    Check power connections on the printer Check if there is power in the elec- trical outlet, ensure power switch is on. 9.4.4: Printer Paper-Low Light On Check paper roll, if not low, call the Moneris Merchant Service Centre as the printer may require replacement. 9.4.5: PINPad Display Screen Blank Unplug and plug back in the PINPad cable from the PINPad and ensure the cable is plugged in securely in the slot labelled “PIN PAD”...

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