Time and Date Display 16 Stored Transactions 16 Training Mode 16 Bilingual Displays and Receipts 16 Card Number Masking 17 Standard Procedures 17 Terminal Security 17 Disputed Debit Transactions 17 Code 10 Authorization 17 PAN Fraud Check 18 SmartSELECT Merchant Operating Manual V2.0...
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Group Clerk Subtotals Reporting 22 Multi-Terminal Reporting 22 End-of-Day Shortcut 22 Configuring Your Terminal 23 Chapter 4: Powering Up the SmartSELECT 23 Configuration Shortcut 24 Following the Configuration Shortcut 24 Restarting the Shortcut 26 Exiting the Shortcut 26 Intro Shortcut 27...
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Enter Training Mode 39 Exit Training Mode 40 Transactions Available in Training Mode 40 Administrative Transactions 41 Chapter 6: Initializing the SmartSELECT Terminal 41 Terminal Initialization (First Initialization) 41 Terminal Re-initialization 42 Logon 43 Balancing & Settling Your Account 43...
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Subtotals Report for One Clerk 84 Subtotals Report for Multiple Clerks 85 Multi-Terminal Reporting 87 Appendix B: Configuration 87 Multiple Terminal Setup 87 Multi-Terminal Report and Close 89 End of Day Shortcut with Multiple Terminals 90 SmartSELECT Merchant Operating Manual V2.0...
Chapter 1: Introduction 1.1: Using This Manual This Merchant Operating Manual describes the SmartSELECT Point of Sale sys- tem – what it looks like, what the components do, and how to take care of them – and provides instructions on how to set up the system and how to operate it.
AIR MILES programs are available. Appendix J: Error Messages & Troubleshooting lists the error message you may encounter on the SmartSELECT and suggests possible solutions to those error conditions. Appendix K: Transelect Code Equivalents: This appendix lists the Finan-...
1.5: Additional Documentation To download additional copies of this Merchant Operating Manual, visit- www.moneris.com/merchant/manuals/index.html and select SmartSELECT. To download a copy of the SmartSELECT Quick Reference Guide for Debit and CreditProcedures, visit www.moneris.com/merchant/qrguides and select Smart- SELECT (Debit/Credit). To download a copy of the SmartSELECT Quick Reference Guide for Loyalty Programs, visit www.moneris.com/merchant/qrguides and select SmartSELECT...
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Introduction SmartSELECT Merchant Operating Manual v 2.0...
Section 1.3: Contacting Moneris Solutions for telephone numbers.) 2.1: The Terminal The SmartSELECT terminal consists of a touch screen, an integrated printer, a magnetic stripe reader (MSR) and a small speaker. Together these pieces form a self-supporting unit. A PINPad holster can also be attached if a PINPad will be connected to the terminal for performing debit transactions.
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Calculator Transfer from Calc To access the Idle screen from the Moneris Logo screen, press the Moneris Solu- tions logo. To access the Idle screen from any other screen, press the button repeatedly Exit until the Idle screen appears.
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Prompt Area Variable Screen Area (List with Choice 5 selected displayed) The Standard Host Response Screen Terminal Status Area Host Response Area Approved Purchase response displayed) Variable Screen Area Navigation Button Next Copy button displayed) SmartSELECT Merchant Operating Manual v 2.0...
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Press once on the enabled arrow button to move through the text character by character, press twice quickly to move through the text in chunks, press and hold to scroll through the text smoothly. Variable Screen area See below SmartSELECT Merchant Operating Manual v 2.0...
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Text display box that appears below the status area. It contains information received from the host regarding the current transaction (e.g., transaction type and amount, host message, etc.). It may also contain a Next Copy button. Help see Chapter 10 SmartSELECT Merchant Operating Manual v 2.0...
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Use this button to copy the value on the on-screen cal- culator to the Purchase Amount text box. Clear Entry: Appears only on the Calculator screen. Use this button to clear the displayed value but con- tinue the mathematical operation. SmartSELECT Merchant Operating Manual v 2.0...
Chapter 11: On-Screen Calculator for details. 2.1.2: The Printer A thermal printer is attached to the back of the SmartSELECT terminal. The printer prints black text on white one-part thermal paper and has a “paper out” sensor. 2.1.3: The Magnetic Stripe Reader The Magnetic Stripe Reader (MSR) is incorporated into the body of the SmartSE- LECT terminal.
Audible Key Click General Parameters 2.1.5: The Connection Ports The SmartSELECT has eight connectors on its back, hidden by a cover panel: • one I/O port for each of the following communication methods (only one of these ports can be active at a time): •...
PINPad. If you wish to process Debit card transactions with your SmartSELECT you must attach a PINPad. The PINPad II PINPad (also called the eN-Crypt 150) and the PINSmart (also called the eN-Crypt 1200) PINPad have been certified for use with the SmartSELECT.
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Avoid unnecessary movement of the terminal to prevent accidental disconnec- tion of any of the cables. • If the equipment fails, call the Moneris Merchant Service Centre. (See Section 1.3: Contacting Moneris Solutions for contact information.) SmartSELECT Merchant Operating Manual v 2.0...
Chapter 3: Features & Procedures Your SmartSELECT terminal can be set up to accept and process a variety of cards including Debit and Credit cards, Third Party cards, Purchasing cards, Gift cards and Loyalty programs. The terminal can also be set up to process cheque authorizations and to prompt for a tip entry on a PINPad for both debit and credit transactions.
3.1.8: Bilingual Displays and Receipts The SmartSELECT terminal displays text in either English or French. The initial message on the PINPad (if a PINPad is attached to the SmartSELECT) is always bilingual. The language of the PINPad messages and prompts after the customer’s card has been swiped will be based on that card’s language code.
During a transaction, if you feel that a customer, card or transaction is suspicious and needs investigating, call the Moneris Authorization Center (see Section 1.3: Contacting Moneris Solutions for contact numbers) and state that the call is a Code 10. This will alert the Moneris operator without alarming your customer.
It can be started from the menu. Administrative Transactions 3.2.6: Terminal Display Language The text on the SmartSELECT’s touch screen can be displayed in English or French. There are two ways to change the display language from one language to the other: •...
3. The Idle screen reappears. 3.3: Optional Features These features may be available on your SmartSELECT depending on your Con- figuration Code and the configuration of your Merchant ID on the Moneris Host. If the feature is available and you wish to use it, you must enable and configure the feature.
If you operate a car rental business, a restaurant or a hotel, you may wish to have your Idle screen configured to process Pre-Authorizations rather than Purchase transactions. This feature must be set at the Moneris Host and is downloaded to your terminal during Initialization. To change it, please contact your Moneris sales representative.
This feature allows you to give your customers the option of paying with a cheque while reducing your risk of accepting an NFS cheque. Use the SmartSELECT ter- minal to connect to a cheque authorization service and obtain approval using your customer’s driver’s license or credit card.
15 terminals and the Close Batch and Deposit Totals functions are performed on all 15 terminals at the same time. The reports provide totals by card type from the Moneris Host and by terminal or group of terminals.
4.1: Powering Up the SmartSELECT The SmartSELECT terminal does not have an ON/OFF switch. To turn on the ter- minal, simply plug it into a power outlet as outlined below.
5. The prompt appears. Select Configuration Type? Note: You will need to key in your Merchant ID Number and the Moneris Host telephone number during this portion of the configuration. See Section 1.2: Merchant and Terminal Information for these numbers.
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8. Swipe your POS Admin Card. 9. The terminal displays the status prompt while it communicates with the Logon Moneris Host and logs the terminal on to the Host. 10. The Introduction Shortcut appears. Read the shortcut then press . The Exit...
. The Enter Enter Initialization Phone prompt appears. Number 10. Key in the Moneris Host phone number (see section 1.2: Merchant and Termi- nal Information) and press . The terminal communicates with the Mon- Enter eris Host then the prompt appears.
If your terminal is configured to process only Credit transactions, go to step 14. 13. Swipe your Moneris POS Administrative Card. 14. The terminal communicates with the Moneris Host then the Idle screen appears. The SmartSELECT terminal is now ready to process transactions.
Moneris Solutions. Please ensure that the necessary agreements are in place before attempting to configure those programs on the terminal. The parameters and programs are listed in Table 1: SmartSELECT Configuration Parameters in the order they appear on the menu with Terminal Configuration the section in this manual that describes them.
• Credit Signature Line (see Section 4.5.1: Receipt Format) • Invoice Numbers (see Section 4.5.2: Additional SmartSELECT Prompts) 4.5.1: Receipt Format This includes adding a pre-authorization tip line and a signature line on Credit Card transaction receipts, setting the number of receipt copies printed and printing English and French trailer messages on all receipts.
The Balanced Prompt Balanced Prompt? default is 4. Select to have the prompt appear during the Close Are Totals Balanced? Batch transaction Select to keep the prompt from appearing. menu reappears. General Parameters SmartSELECT Merchant Operating Manual v 2.0...
Please while the new setting is saved. Wait 7. When the Calibration is setting is saved, the terminal displays either Calibra- for three seconds then the tion Successful Calibration Failed Screen Control prompt reappears. SmartSELECT Merchant Operating Manual v 2.0...
General Parameters 1. Select . The prompt appears. Communications Type Communications Type? 2. Select the communication type your SmartSELECT uses to communicate with the Moneris Host. • If you select , the menu reappears with list items 2 Dial General Parameters through 6 disabled.
Configuring Your Terminal 4.8: Dial Communications Parameters If your terminal will being communicating with the Moneris Host over a standard analog line, you will need to set up these parameters. This process sets up all the parameters in the order they are listed in on the Dial menu.
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Dial Communications Setup 13. Press to return to the menu. Exit Terminal Configuration 14. Press . The Idle screen appears. Exit The terminal is once again ready to communicate with the Moneris Host. SmartSELECT Merchant Operating Manual v 2.0...
The terminal is once again ready to communicate with the Moneris Host. 4.10:LAN Communication Parameters You must set up one SmartSELECT terminal in the LAN as a LAN Master station and the remaining terminals in the LAN as LAN slaves in order to allow the termi- nals to communicate with the Moneris Host over a 3201-based LAN connection.
The terminal is now ready to communicate with the Moneris Host over a 3201- based LAN connection. 4.10.2: Configure Terminal as LAN slave You must set up one SmartSELECT terminal as a LAN Master station before you can set up any terminals as LAN slaves. From the...
Configuring Your Terminal 4.12:Remote Code Download From time to time Moneris may ask you to use this function to download Smart- SELECT software to your terminal. A Moneris support specialist will contact you and guide you through the process to ensure that a complete and proper download of the software occurs.
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Configuring Your Terminal SmartSELECT Merchant Operating Manual v 2.0...
TRAINING * banner printed on them at the top, middle and bottom. Ensure that you exit Training Mode before IMPORTANT: processing actual financial transactions. Transactions processed in Training Mode will not affect your terminal totals, financial accounts and customers’ accounts. SmartSELECT Merchant Operating Manual v 2.0...
Host Initialization. 6.1: Initializing the SmartSELECT Terminal This function sends information about the SmartSELECT terminal to the Moneris Host and receives additional parameters and information from the Host. It MUST be performed once, after completing configuration in order to use your SmartSE- LECT terminal to process any transactions.
The Initialization is complete and the terminal is now ready to perform financial transactions whenever it is logged on (see section 6.2: Logon). 6.1.2: Terminal Re-initialization The Moneris Merchant Service Centre may ask you to re-initialize your terminal from time to time. From the Idle screen: 1.
Batch containing those transactions. You will need to do this for the Moneris Host and each of the Third Party hosts that process trans- actions for you. Moneris recommends that you process a Close Batch transaction at least once a day, preferably at the end of each business day.
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Close Batch request is sent to the Host. If your termi- nal’s totals match the Moneris Host totals, the terminal will print (BAL - YES) at the bottom of the Close Batch report. If they do not, (BAL - NO) will be printed at the bottom of the report.
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Administrative Transactions 8. The Idle screen reappears. Close Batch to Multiple Hosts: To perform a Close Batch on a terminal that connects to the Moneris Host AND at least one Third Party Host, from the Idle screen: 1. Press . The menu appears.
Totals report from all configured Hosts, closing your current batch of transactions, and obtaining the number and dollar value of Debit and Credit transactions saved in the SmartSELECT’s memory since the last batch was closed. In order to receive the dollar value of your...
Administrative Transactions 6.4: Logoff For security reasons, your SmartSELECT terminal should be logged off at the end of each business day after you perform a Close Batch transaction. Financial trans- actions cannot be processed on your terminal once it has been logged off.
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Administrative Transactions SmartSELECT Merchant Operating Manual v 2.0...
This chapter provides instructions on reprinting a receipt for a single transaction, printing lists of transactions matching specific criteria, and printing a report of all transactions performed on the SmartSELECT since the last Close Batch transac- tion. 7.1: Reprinting a Receipt There are two methods for reprinting a receipt.
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Select Print or Display? 5. To send the found transactions to the printer, select Print To display the found transactions on the SmartSELECT touch screen, select Display The terminal displays while it searches the memory for transac- Processing tions that match the criteria.
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CR = Credit P = Purchase CHQ = Chequing PC = Purchase Correction SAV = Savings R = Refund RC = Refund Correction PA = Pre-Authorization A = Advice PM = Payment PV = Payment Void SmartSELECT Merchant Operating Manual v 2.0...
This function creates a report of the merchant’s current batch totals on the selected host. The report totals are organized by card type and grand totals are produced for each host. The list of hosts includes the Moneris Host and any third party hosts that have been configured.
Reporting Transactions 7.4: Deposit Totals Inquiry This function produces a report of the current batch totals on the Moneris Host only. The report totals are organized by card type, then by grand totals from the Moneris Host only. Note: The terminal must be logged on in order to activate this list item and produce the report.
Any time while the report is printing and the button is available: Exit 1. Press . The status message “CANCELLED” appears on the screen. Exit 2. The text “* TRANSACTION CANCELLED *” is printed on the report. 3. The Idle screen reappears. SmartSELECT Merchant Operating Manual v 2.0...
Moneris Solutions • from any other screen, press until the Idle screen appears. Exit The following instructions are for a SmartSELECT set up with a PINPAD II and a Idle screen. The idle PINPad displays Swipe Customer Card WELCOME/BON- JOUR...
Processing the purchase amount and the card number) while it communicates with the Moneris Host and begins printing the first copy of the receipt. 4. When the Purchase is approved, the Host Response screen is updated with the text and the transaction number, and the terminal finishes printing Approved the Merchant copy of the receipt.
Next Copy prints. 10. Tear off the receipt and give it to the customer. 11. Press . The terminal returns to the Idle screen. Exit a. The PINPad display returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
11. Tear off the receipt and give it to the customer along with their Debit card. 12. Press . The terminal returns to the Idle screen. Exit a. The PINPad display returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
11. Tear off the receipt and give it to the customer along with their Debit card. 12. Press . The terminal returns to the Idle screen. Exit a. The PINPad display returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
On the PINPad, the prompt PURCH. CORRECTION CARD SWIPED appears then the prompt appears. PURCH. CORRECTION $#.## - OK? Continue with the instructions in Section 8.3: Debit Purchase Void starting with step 6.b. SmartSELECT Merchant Operating Manual v 2.0...
Idle screen appears on the terminal and the message appears on the PINPad. WELCOME/BONJOUR If the transaction is cancelled after the receipt has started to print, the message “* TRANSACTION CANCELLED *” is printed on the receipt. SmartSELECT Merchant Operating Manual v 2.0...
Sales Draft and staple the merchant copies of the receipt and the sales draft together for your records. If the SmartSELECT terminal is down and you need to perform a Purchase or Refund transaction, you can complete a paper Sales Draft (see Section 9.9: Com- pleting a Paper Sales Draft).
Credit Financial Transactions The following instructions are for a SmartSELECT set up with a PINPAD II and a Idle screen. The idle PINPad displays Swipe Customer Card WELCOME/BON- JOUR If your terminal has a PINSmart pinpad and an Idle Enter Purchase Amount screen, please see Section 9.8: ‘Enter Purchase Amount’...
Sign Card- holder Copy 11. Tear off the receipt, sign it yourself and give it to the customer along with their Credit card. 12. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Sign Card- holder Copy 11. Tear off the receipt, sign it yourself and give it to the customer along with their Credit card. 12. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Response screen is updated with the prompt Provide Transaction Record 11. Tear off the receipt and give it to the customer along with their Credit card. 12. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
9. Keep the Merchant Copy for reference during the Advice transaction. 10. Tear off the Cardholder receipt and give it to the customer along with their Credit card. 11. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Response screen is updated with the prompt Provide Transaction Record 10. Tear off the receipt. If the customer is present, give the Cardholder copy to the customer. 11. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Response screen is updated with the prompt Provide Transaction Record 9. Tear off the receipt. If the customer is present, give the Cardholder copy to the customer. 10. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Enter Remove prompt appears. Pre-Auth From Memory? 7. Select to remove the Pre-Auth Purchasing Card transaction from the ter- minal memory. The terminal displays for five seconds then returns Removed to the Idle screen. SmartSELECT Merchant Operating Manual v 2.0...
6. Key in the last four digits of the customer’s card number and press Enter Continue with the Credit Purchase Void instructions in Section 9.3: Purchase Void starting with the Host Response screen display in step 7. SmartSELECT Merchant Operating Manual v 2.0...
9.9: Completing a Paper Sales Draft Use one of the following procedures to complete a Credit or Refund transaction when the SmartSELECT terminal is down. Floor limits are established by Mon- eris. Contact your Moneris account manager or sales representative for more information.
Chapter 10: SmartSELECT Help System Assistance is available on the SmartSELECT with the press of a button. Simply press the button on the top-left corner of the touch screen to access information about the screen you were just viewing. Then press the...
The On-line Help Index, titled , is the first help screen that appears Help Topics after you press the button. It consists of an alphabetical list of SmartSELECT Help topics with an button and a button for navigating through the list, and a button.
Chapter 11: On-Screen Calculator The SmartSELECT has an on-screen calculator that can perform basic math func- tions and has a memory function as well as the ability to paste values into the amount field in a transaction. The calculator performs the following functions: •...
The value will change to: Clear • 0 in Number mode • 0.00 in dollar mode 3. Press . The screen reappears. The Exit Enter Transaction Amount Trans from button is disabled. Calc SmartSELECT Merchant Operating Manual v 2.0...
Yes and Prompt for Clerk ID is set to No (see steps 1 to 9 in Section A.1.1: Configure Clerk Subtotalling). II Add the Default Clerk ID to the Moneris Host (see Section A.1.2: Clerk ID Maintenance). III Set the Default Clerk ID on the terminal (see Section A.1.3: Set Default Clerk ID).
Clerk Subtotal Zero Clerk Totals? Inquiry transaction. This allows clerks to reset their subtotals to zero. Select to skip the prompt during the Clerk Subtotal Zero Clerk Totals? Inquiry transaction. menu reappears. Clerk Subtotalling Configuration SmartSELECT Merchant Operating Manual v 2.0...
Clerk IDs. Note: You may alternate between adding and removing Clerk IDs, but the Moneris Host will always process the removals first then the additions. To Add Clerk IDs (including the Default Clerk ID) From the Idle screen: 1.
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8. Select . The terminal displays the status prompt Finished Clerk ID Mainte- while it communicates the removals to the Moneris Host. nance 9. The Idle screen reappears when the communication is completed. Cancelling a Clerk ID Maintenance transaction There are two ways to cancel a Clerk ID maintenance transaction.
Note: Before this function can be used, the following conditions must be met: - Clerk Subtotalling On must be set to Yes and - Prompt for Clerk ID must set to No and - the Default Clerk ID must be added to the Moneris Host. From the Idle screen: 1. Press .
Clerk Subtotalling A.2: Reporting - Clerk Subtotals Inquiry This function produces a report of totals by card from the Moneris Host (rather than the terminal memory) for a single clerk or a number of clerks. If totals were requested for a number of clerks, the terminal prints overall totals as well.
. The terminal displays while it communi- Process List Clerk Subtotals cates with the Moneris Host and prints the report. 11. The terminal returns to the Idle screen once the report is printed. To cancel a Clerk Subtotal Inquiry 1. From the...
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Clerk Subtotalling SmartSELECT Merchant Operating Manual v 2.0...
Menu Config B.1.1: Multiple Terminal Setup This function sets up multiple terminal reporting on your SmartSELECT, allows you to assign Terminal names to your terminals and allows the named terminal to perform the Close Batch transaction. To assign a Terminal Name...
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Multiple Terminal Reporting and set the Terminal Name to spaces. The terminal displays while it com- Multiple Terminal Transaction municates the removal to the Moneris Host. 6. The Idle screen reappears when the communication is completed. To change a Terminal Name From the Idle screen: 1.
Close Batch and Deposit Totals functions are performed on all 15 ter- minals at the same time. The reports provide totals by card type from the Moneris Host and by terminal or group of terminals. The totals are cleared in the terminal that performs the multi-terminal reporting function, but the totals are not cleared on the other associated terminals.
Totals report from all configured Hosts, closing your current batch of transactions, and obtaining the number and dollar value of Debit and Credit transactions saved in the SmartSELECT’s memory since the last batch was closed. In order to receive the dollar value of your...
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If you select then the terminal takes you through the Multi-Terminal Reporting function including closing Third Party Host. If you select then the terminal prompts you to choose whether to perform a Batch Close function. SmartSELECT Merchant Operating Manual v 2.0...
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Multi-Terminal Reporting SmartSELECT Merchant Operating Manual v 2.0...
Moneris Solutions • from any other screen, press until the Idle screen appears. Exit The following instructions are for a SmartSELECT with an Enter Purchase Idle screen and a PINSmart PINPad attached. Amount SmartSELECT Merchant Operating Manual v 2.0...
Tip Entry on PINPad Transactions C.1: Configuration To enable Tip Entry, your SmartSELECT terminal must have a PINSmart PINPad (also known as an eNCrypt 1200 PINPad) attached to it. From the Idle screen: 1. Press . The menu appears. Menu Financial Transaction 2.
8. Tear off the receipt and give it to the customer along with their Debit card. 9. Press . The terminal returns to the Idle screen. Exit a. The PINPad display returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
10. Tear off the receipt and give it to the customer along with their Debit card. 11. Press . The terminal returns to the Idle screen. Exit a. The PINPad displays returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
Provide Transaction Record 12. Tear off the receipt and give it to the customer. 13. Press . The terminal returns to the Idle screen. Exit a. The PINPad displays returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
12. Tear off the receipt and give it to the customer along with the Debit card. 13. Press . The terminal returns to the Idle screen. Exit a. The PINPad displays returns to the prompt. WELCOME/BONJOUR SmartSELECT Merchant Operating Manual v 2.0...
Response screen is updated with the prompt Provide Transaction Record 8. Tear off the receipt and give it to the customer along with their Credit card. 9. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
PINPad. Follow the instruc- tions in sections 9.8: ‘Enter Purchase Amount’ Idle Screen Instructions to process these transactions. Pre-authorizations and advice transactions do not prompt for PINPad entry. SmartSELECT Merchant Operating Manual v 2.0...
Appendix D: Purchasing Card Transactions If some of your customers use Purchasing Cards (used for business-to-business purchases) rather than regular credit cards, you can configure your SmartSELECT to process Purchasing Cards. This chapter outlines the procedures for processing Credit transactions using a Purchasing Card.
Purchasing Card 12. Press to save the changes. The menu reappears. Exit Terminal Configuration The terminal is now ready to process Purchasing Cards. There is no change to the menu. Financial Transactions SmartSELECT Merchant Operating Manual v 2.0...
Enter Customer Reference Number iii. Key in the Customer Reference Number and press . This is optional. Enter When the Host Response screen appears, continue following the instructions in Chapter 9: Credit Financial Transactions. SmartSELECT Merchant Operating Manual v 2.0...
Credit Purchase transaction and a Credit Purchase Void transaction. For information on performing Purchasing Card purchase transactions with Tip Entry on PINPad enabled, see Section C.3.1: Credit Purchase with Tip Entry and enter the tax information when prompted. SmartSELECT Merchant Operating Manual v 2.0...
Appendix E: Private Label Transactions Private Label credit transactions involve the use of the cardholder’s Private Label Credit card. These cards can be processed on the Moneris Host or on a Third Party Host. Before using Private Label cards processed by a third party (such as JCB or Din- ers Club enRoute) on your SmartSELECT, you must contact the Third Party card processor and arrange for service from them.
Private Label Transactions E.1: Configuration If the Private Label card is processed by the Moneris Host, you must configure a Third Party card (see section E.1.2: Third Party Card) and use Host 0. If the Private Label card is processed by another host, you must first configure a Third Party Host (see section E.1.1: Third Party Host) then configure the Third...
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16. Press . The menu reappears. Exit Terminal Configuration The SmartSELECT is now ready to communicate with Third Party Host. You may now set up Third Party Cards and assign them to this host. SmartSELECT Merchant Operating Manual v 2.0...
Use this function to enable the SmartSELECT to accept Private Label cards. If the Private Label card is processed by a host other than Moneris, you must first configure a Third Party Host (see section E.1.1: Third Party Host) then configure the Third Party Card and use the Host that you’ve configured.
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Exit Select Card Name or Press Enter for New prompt reappears. Card 14. Press . The menu reappears. Exit Terminal Configuration The SmartSELECT is now able to process transactions for the Third Party Card. SmartSELECT Merchant Operating Manual v 2.0...
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Name or Press Enter for New Card name no longer appears as a list item on this screen. 7. Press . The menu reappears. Exit Terminal Configuration The Third Party Card can no longer be used on the SmartSELECT terminal. SmartSELECT Merchant Operating Manual v 2.0...
Financial Transactions you wish to perform. The following instructions are for a SmartSELECT set up with a PINPAD II and a Idle screen. Swipe Customer Card If your terminal has a PINSmart pinpad and an...
Host Response screen is updated with the prompt Sign Card- holder Copy 13. Tear off the receipt, sign it and give it to the customer. 14. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Chapter 9: Credit Financial Transactions and key in the Promo Code when prompted. For information on performing Private Label card transactions with Tip Entry on PINPad enabled, see section C.3: Credit Card Transactions with Tip Entry and key in the Promo Code when prompted. SmartSELECT Merchant Operating Manual v 2.0...
This transaction is only available if the Third Party Host that processes the Private Label card provides this service and the merchant’s agreement with the Third Party Host includes this service. Moneris must be notified in order to update the Merchant’s profile on the Moneris Host.
If any of these error messages appear on the Private Label Credit Application receipt, please contact the Third Party service provider to report the problem and receive instructions: • Full application required • Unable to open an account • Transaction not completed SmartSELECT Merchant Operating Manual v 2.0...
Financial Transactions 2. Scroll down and select . The prompt appears. Payment Swipe Admin Card 3. Swipe the Moneris POS Admin card. The prompt Swipe Customer Card appears 4. Swipe the customer’s Private Label credit card on the terminal. •...
2. Scroll down and select . The prompt Payment Void Swipe Admin Card appears. 3. Swipe the Moneris POS Admin card. The prompt Swipe Customer Card appears 4. Swipe the customer’s Private Label credit card on the terminal. • If the...
No receipts are printed. F.1: Configuration Before using the Cheque Authorization service on your SmartSELECT, you must contact one of the Moneris-suppported Cheque Authorization service providers and arrange for service from them. You must use dial communications to access a Cheque Authorization service.
16. Press to save the settings and return to the Exit Terminal Configuration menu. Your SmartSELECT is now enabled for Cheque Authorization and ready to com- municate with a Cheque Authorization service provider. The Cheque Authoriza- item appears on the menu.
5. Select to disable cheque authorization and return to the Terminal Config- menu. uration The SmartSELECT will no longer communicate with a Cheque Authorization ser- vice provider and the item is removed from the Cheque Authorization Financial menu. Transactions F.2: Driver’s License Authorization Method...
7. When the transaction is approved, the Host Response screen is updated with the approval number. 8. Write the approval number on the back of the customer’s cheque. 9. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
The ValueLink Gift Card program gives merchants the opportunity to offer their customers electronic gift cards for use at their store locations. To process ValueLink Gift Card transactions on the SmartSELECT you must: • contact ValueLink and subscribe to their service •...
The style of the screens that appear when you process ValueLink gift card transac- tions are slightly different from the style of the rest of the SmartSELECT screens. The buttons and keys on the ValueLink screens function in the same manner and are in the same location, but have square, not rounded, corners.
Gift Card Enabled Enable Gift Card? 6. Select . The menu reappears. Gift Card Configuration 7. Press to return to the menu. Exit Terminal Configuration The SmartSELECT is no longer configured to process ValueLink Gift Cards. SmartSELECT Merchant Operating Manual v 2.0...
A ValueLink Gift Card must be activated before it can be used. Activation con- firms that the face value of the card matches the amount on the card and makes that value available for use. Note: The SmartSELECT must be logged on before you perform a ValueLink Gift Card Activation. From the...
To prevent an activated ValueLink Gift Card from being used, perform an Activa- tion Void transaction to deactivate the card. From the Gift Card Transactions menu: Note: The SmartSELECT must be logged on before you perform a ValueLink Gift Card Activation Void. 1. Select .
G.3.4: ValueLink Gift Card Redemption - Balance Owing If the value on the ValueLink Gift Card used for a Gift Card Redemption transac- tion is less than the Redemption amount, the SmartSELECT will prompt you to select a payment method for the balance owing.
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Approved Gift Card pay the balance owing. The SmartSELECT will print the receipts for this transac- tion and then automatically initiate another ValueLink Gift Card transaction. Use another $20 ValueLink Gift Card and there will be $160 owing. Continue select-...
. The Cardholder copy of the receipt is printed. Next Copy 8. Tear off the receipt, sign it and give it to the customer. 9. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
. The Cardholder copy of the receipt is printed. The Host Next Copy Response screen is updated with the prompt Provide Transaction Record 9. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Next Copy Response screen is updated with the prompt Provide Transaction Record 8. Tear off the receipt and give it to the customer. 9. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Next Copy Response screen is updated with the prompt. Provide Transaction Record 7. Tear off the receipt and give it to the customer. 8. Press . The terminal returns to the Idle screen. Exit SmartSELECT Merchant Operating Manual v 2.0...
Cardholder copy will be printed in the language selected. Reprinted customer copies of ValueLink Gift Card receipts are printed using the language selected during the original transaction. SmartSELECT Merchant Operating Manual v 2.0...
If the memory is full, the newest transaction ‘bumps’ the oldest transaction out of the memory. Note: The SmartSELECT does not need to be logged on in order to perform ValueLink Gift Card Admin Transactions. G.5.1: Print ValueLink Gift Card Transactions...
Real Time Points: is a loyalty program in which the amount is recorded on a card in points. Points are assigned based on the dollar value of purchases a cardholder makes. To process ERNEX transactions on the SmartSELECT you must: • contact ERNEX and subscribe to their service(s) •...
The style of the screens that appear when you process Gift Card transactions are slightly different from the style of the rest of the SmartSELECT screens. The but- tons and keys on the Gift Card screens function in the same manner and are in the same location, but have square, not rounded, corners.
7. The terminal communicates with the ERNEX host then returns to the Idle prompt. Host Communication Test Perform this function to test the communications from the SmartSELECT termi- nal to the ERNEX Host without swiping an ERNEX card. 1. Press Menu 2.
Each Clerk can select ERNEX totals or zero their loyalty totals, but they cannot close their batch with ERNEX. Clerk IDs must be configured on the SmartSELECT terminal. They do NOT need to be configured at ERNEX. When the Clerk ID prompt is activated (see section A.1.1: Configure Clerk Subtotalling), Clerk ID must be entered whenever...
7. Key in the total transaction amount and press ENTER 8. Key in the ERNEX reference number (see the bottom of the original receipt) and press ENTER 9. Press when the transaction is complete. EXIT The E-Gift purchase has been voided. SmartSELECT Merchant Operating Manual v 2.0...
All ERNEX E-Gift transactions begin on the menu. To Financial Transactions access the menu from the Moneris Logo screen: 1. Press the Moneris Solutions logo button. The Idle screen appears. 2. Press . The menu appears. Menu Financial Transactions H.4.1: ERNEX Loyalty Card Activation...
Key in the last four digits of the Credit Card and press ENTER Key in the CVC of the E-Gift Card and press ENTER 13. Key in the original AUTH. # from the receipt and press ENTER 14. Press when the transaction is complete. EXIT SmartSELECT Merchant Operating Manual v 2.0...
10. Give the PINPad to the customer to continue the transaction OR Key in the last four digits of the Credit Card and press ENTER Key in the CVC of the E-Gift Card and press ENTER 11. Press when the transaction is complete. EXIT SmartSELECT Merchant Operating Manual v 2.0...
5. Key in the number of points to be redeemed and press ENTER 6. Key in Info Prompt and press ENTER 7. Key in Amount Prompt and press ENTER 8. Press when the transaction is complete. EXIT SmartSELECT Merchant Operating Manual v 2.0...
1. Press MENU 2. Press ADMIN 3. Press ERNEX ADMINISTRATION 4. Press PRINT ERNEX TRANSACTIONS 5. Press BATCH 6. Press for the current batch OR ENTER Key in the required batch number and press ENTER SmartSELECT Merchant Operating Manual v 2.0...
ERNEX Electronic Marketing Programs H.5.4: ERNEX End-of-Day Close The SmartSELECT’s Close Batch transaction processes both financial and ERNEX transactions. An ERNEX balance status indicator (“BAL – YES” or “BAL – NO”) is printed on the report. 1. Press MENU 2. Press ADMIN 3.
Moneris Solutions • from any other screen, press until the Idle screen appears. Exit The following instructions are for a SmartSELECT set up with a PINPAD II and a Idle screen. The idle PINPad displays Swipe Customer Card WELCOME/BON- JOUR...
AIR MILES Reward Program I.1: AIR MILES Configuration Before configuring AIR MILES on the SmartSELECT terminal, you will need to decide which parameters your formula will use and what values those parameters will have for calculating Rewards. The parameters are: •...
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52 rewards points PLUS Calculator 2 will be DESCRIPTION applied to an additional $98.00 of purchase value, so the cardholder will receive an additional 98 rewards points for a total of 150 points. SmartSELECT Merchant Operating Manual v 2.0...
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98 rewards points PLUS Calculator 2 will be applied to DESCRIPTION an additional $24.50 of the purchase value, so the cardholder will receive an additional 98 rewards points for a total of 196 points. SmartSELECT Merchant Operating Manual v 2.0...
12 points, the Sale Item 1 Rewards value (12 points) is mul- tiplied by the Count of Sale Item 1 (3 items) for a total of 36 additional points and a final rewards total of 151 rewards points. SmartSELECT Merchant Operating Manual v 2.0...
Count of Sale Item 1 Purchased x Sale Item 1 Rewards Value) + (Count of Sale Item n Purchased x Sale Item n Rewards Value) TOTAL ALL REWARDS Total Incentive Rewards + Total Sale Item Rewards SmartSELECT Merchant Operating Manual v 2.0...
AIR MILES Reward Program I.1.8: Configuring AIR MILES Rewards There are four main steps to be completed when configuring a SmartSELECT ter- minal to process AIR MILES Rewards transactions: 1. Enable the Reward Program 2. Select the Store Type 3. Configure the Store Type 4.
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Incentive End Date Incentive End Date (YY)MMDD keypad appears. f. Key in the 6-character value for the last day the Incentive will be applied and press . The Reward Program configuration menu reappears. Enter SmartSELECT Merchant Operating Manual v 2.0...
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If there are Air Miles transactions in the SAF Log and the terminal has remained at the idle prompt for the SAF Upload Time Period, the terminal will automati- cally send a SAF transaction to the Moneris Host . The SAF Upload Time Period (min.) a.
Scroll down and select . The Enable Reward Program Enable Reward prompt appears. Program f. Select to disable the AIR MILES Reward program. AIR MILES trans- actions can no longer be performed on this terminal. SmartSELECT Merchant Operating Manual v 2.0...
Use this transaction to award AIR MILES reward points to an AIR MILES card- holder for purchases they have made at your location. Note: The SmartSELECT must be logged on in order to process Reward Purchase transactions. From the Idle screen: 1.
Use this transaction to remove AIR MILES reward points from an AIR MILES cardholder’s account when they return items they have purchased at your location. Note: The SmartSELECT must be logged on in order to process Refund transactions. From the Idle screen: 1.
• the language selected during the AIR MILES transaction if the AIR MILES card number is keyed in using the keypad displayed on the SmartSELECT ter- minal. If the language selected for the Cardholder receipt is different than the terminal language: •...
Transactions Financial Transactions The SmartSELECT stores up to 100 AIR MILES transactions in its memory at a time. If the memory is full, the newest transaction ‘bumps’ the oldest transaction out of the memory. Note: The SmartSELECT must be logged on in order to perform AIR MILES Admin Transactions.
Idle screen. I.4.4: Deleting Reward SAF Transactions If an AIR MILES transaction does not need to be sent to the Moneris Host for completion, e.g. if you wish to cancel the transaction before it is completed, you must display the transactions in the Reward SAF Transaction Report and select the transactions to be deleted.
Reward SAF Log. The message SAF Communi- cations In Progress appears on the screen while the terminal communicates with the Moneris Host. The transaction are then cleared from the Reward SAF Log and saved in the Reward Transactions Log.
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AIR MILES Reward Program SmartSELECT Merchant Operating Manual v 2.0...
Please review the suggested solutions for any error messages you encounter. If these solutions do not resolve the issue, call the Moneris Merchant Service Centre for assistance. All error messages result in a beep sounding from the SmartSELECT terminal.
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Idle screen. Please Initialize No financial transactions and a limited number of Administrative transactions can be performed on the SmartSELECT until it is successfully initial- ized. Terminal Data Error If the Initialization retry is not successful, call the...
J.2: Communications Error Messages MESSAGE PROBLEM & SOLUTION Comm Error 401 An unknown communication error has occurred. Call the Moneris Merchant Service Centre (see Communication Error section 1.2). Comm Error 402 The Host has dropped the connection to the ter- minal during a transaction.
Check the General Parameters to ensure that a LAN Master Terminal has been set up with a valid Defined address (20). Check the LAN Address to ensure it is valid and try the transaction again. No Poll Received SmartSELECT Merchant Operating Manual v 2.0...
J.4: Financial Transaction Error Messages Unless indicated, the PINPad displays the prompt when WELCOME/BONJOUR these error messages appear on the SmartSELECT’s touch screen. MESSAGE SOLUTION You have attempted to perform an Advice trans- action on a Pre-Authorization transaction that has Already Completed already been Adviced.
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See also Solution for "Card Problem Please Retry". Card Problem You have swiped a card on the SmartSELECT’s Magnetic Stripe Reader (MSR) and the informa- Please Retry tion on the card’s magnetic stripe was not read properly.
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The value of the Refund Transaction is greater than the maximum refund value per transaction Transaction Limit set on the SmartSELECT terminal during Initial- ization. Reduce the value of the Refund or call your Moneris sales representative to discuss changing your Refund limit.
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Error Messages & Troubleshooting MESSAGE SOLUTION System Problem The Moneris Host has requested that the Smart- SELECT retry the transaction. The SmartSE- Retrying LECT sends the same transaction request automatically. Please wait. The terminal will dis- play the status of the retry once it is complete.
The customer has not responded to the prompts on the PINPAD within the time limit. Press Exit PLEASE RETRY on the SmartSELECT touch screen to return to the Idle screen then retry the transaction. The terminal displays the prompt Declined--Retry PINPAD Timeout.
SmartSELECT’s memory. Check the criteria and retry the Transaction Inquiry. RCD Not Available The Remote Code Download application cannot be used. Report the problem to the Moneris Mer- chant Service Centre. Transaction Not Found The Sequence Number you keyed in during the...
Continue with regular transactions downloaded Terminal is offline E-Gift Card transactions can NOT be completed if your terminal is offline. Transaction amount over Try keying amount again maximum Transaction not Activate E-Gift Card permitted for first use SmartSELECT Merchant Operating Manual v 2.0...
SAF Upload logo set time Menu sale items Moneris Solutions logo store type table of calculations navigation alphanumeric keypad Next Copy audible key click number mode configuration on-line help on-line help index Reprint Search SmartSELECT Merchant Operating Manual v 2.0...
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ERNEX transactions connection ports maintenance Contact Centre prompt context-sensitive help remove an ID credit card imprint set default clerk ID current batch totals clerk subtotalling current choice box configuration overview customer reference number enable entry SmartSELECT Merchant Operating Manual v 2.0...
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Purchase void Swipe card gift card incentive dates loyalty program incentive values loyalty program transactions initialization activation ERNEX host advice re-initialization pre-authorization first time purchase phone number to Moneris Host purchase void SmartSELECT Merchant Operating Manual v 2.0...
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PINSmart pinpad assign a terminal name change a terminal name ports close batch auxilary configuration communications deposit totals PINPad end-of-day shortcut power remove a terminal name POS Admin card terminal setup third party hosts SmartSELECT Merchant Operating Manual v 2.0...
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Real Time Points receipt Intro configuration software version number language speaker message audible key click SmartSELECT Merchant Operating Manual v 2.0...
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- balance owing ERNEX redemption void other credit transactions refund private label refund void private label transactions variable screen area ValueLink transactions list line on receipts navigation button SmartSELECT Merchant Operating Manual v 2.0...
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