Moneris iWL255 Reference Manual
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Moneris iWL255 Reference Manual

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5
i W L 2 5
R I S
®
M O N E
Reference Guide
( 01/17 )

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Summary of Contents for Moneris iWL255

  • Page 1 i W L 2 5 R I S ® M O N E Reference Guide ( 01/17 )

  • Page 2: Table Of Contents

    Charging the battery after first initialization/logon Additional options Printing the contactless logo on contactless transaction receipts Enabling Tip Entry, Cashback, or Invoice Number Record your Moneris merchant ID here: Changing printer options Changing the terminal language Enabling loyalty and gift cards...
  • Page 3 Using Your Terminal Advice using Sequence Number [103] / Force Post [103] Advice List [109] Moneris iWL255 Long-Range Mobile Balance Inquiry [110] Terminal keys and hardware Prompts without tip entry Merchant prompts: Purchases/Pre-Auths/Refunds/Voids Wireless communication Merchant prompts: Cheque Authorizations 3G status indicators...

  • Page 4: Setting Up Your Terminal

    Merchant support Terminal In this section, we go over everything you need to know to set up your iWL255 terminal. You can also view our setup videos online at moneris.com/support. M O N E R I S ® I W L 2 5 5 : R E F E R E N C E G U I D E...

  • Page 5: Before You Get Started

    Administrative card Carte de gestion 4519 0000 0000 0000 Moneris Gift & Loyalty Welcome Letter). If any of the above required elements are missing, please call Moneris Customer Care toll-free at 1-866-319-7450. CHARGE-ONLY BASE AND POWER CABLE  P roceed to Hardware setup on page 8.

  • Page 6: Hardware Setup

    Use a power bar equipped with surge protection where possible. Do not use the power cable from your existing terminal, as it may damage your new terminal. Important:YoumustusetheexactpoweradaptorandcablesprovidedbyMoneris toworkwiththeMonerisiWL255terminalandbase.Failuretodosomayaffectthe operabilityof,orcausedamageto,theequipment. Insert the paper roll into the paper well with the loose...
  • Page 7   W ait for TERMINAL SETUP REQUIRED to appear. (This should take about 60 seconds.) Usingthedirect-to-terminalchargecable   L ocate the Batteryicon appearing at the top of the terminal screen in the header: Locate the direct-to-terminal charge cable.   N ote: Some or all of the five bars in the icon may be grey depending on the battery’s current charge level.

  • Page 8: Communications Setup

    • I f your screen icons look different and/or a “3G FAILED...” error message appeared Your terminal must be configured to communicate with the Moneris host. during the APN setup (Bell users), or “No SIM” appears, see Communications Depending on your mobile network provider, do one of the following: troubleshooting on page 14.

  • Page 9: Communications Troubleshooting

    Communications troubleshooting Installingorre-installingtheSIMcard Follow these steps, as applicable, to install or re-install the SIM card, or to identify the Errormessages wireless network provider printed on the card. Error message Solution InstalltheSIMcard 3GFAILED The SIM card has been installed incorrectly or hasn’t been NOSIM installed at all.

  • Page 10: Other Issues

    1. Undock the terminal from the base if used, or disconnect “noSIM”appearsinthe the direct-to-terminal charge cable if connected to the Wait while the terminal communicates with the Moneris host. Over the next few upperleftcorneronthe terminal. moments, the screen will display “SENDING”, “RECEIVING”, and “PROCESSING”.

  • Page 11: Charging The Battery After First Initialization/Logon

    “READY” screen. Note: To change the default values for the tip and cashback options, or to enable enhanced tip prompting, refer to the Moneris iWL255 Long-Range Mobile Operating Manual in WebHelp format at moneris.com/support.

  • Page 12: Changing Printer Options

    Note: Shop for point-of-sale supplies and paper online at shop.moneris.com. •  g ift card transactions, refer to the Using Your Terminal for Gift: Moneris iWL255 guide. •  l oyalty card transactions, refer to the Using Your Terminal for Loyalty: Moneris Changing the terminal language iWL255 guide.

  • Page 13: Using Your Terminal

    Terminal In this section, we go over everything you need to know to use your iWL255 terminal, including how to perform transactions and end-of-day processes. M O N E R I S ® I W L 2 5 5 : R E F E R E N C E G U I D E...

  • Page 14: Moneris Iwl255 Long-Range Mobile

    Moneris iWL255 Terminal keys and hardware Long-Range Mobile Functionkeys  • Move through the items on the display. • Select the option displayed above the key: e.g., if YES displays above the key, press that key to select YES. If displays above the key, press that key to scroll up.

  • Page 15: Wireless Communication

    Icon Description 5bars: Terminal is receiving a very strong signal from the network The iWL255 Long-Range Mobile terminal uses long-range wireless communications to send and can process transactions. and receive information to and from the Moneris host. The communications indicators (described below) display in the terminal’s on-screen info header:...

  • Page 16: Battery Use

    Battery use Standby mode The terminal goes into Standby mode (the white backlight turns off) when it has not been used for a set time period. To exit this mode, press any key. To maintain battery charge, use any method below: Power on •...

  • Page 17: Card Types

    Cardholder verification Cardholder verification methods (CVM) The Moneris iWL255 supports the following card types and formats. These card types are not mutually exclusive. A single card can include a magnetic stripe, a chip, and Many transactions require cardholder verification. This means your customer must contactless functionality.

  • Page 18: Cardholder Verification Limit

    Card entry options Cardholder verification limit •  T his is the maximum dollar amount for performing a tappedcredit transaction without cardholder verification. Insert: Chip cards •  T o determine the cardholder verification limit for a card, print a Configuration Report (see instructions on page 59).

  • Page 19: Wave/Tap: Contactless Cards

    Wave/Tap: Contactless cards •  M obileDevices: For MasterCard, look for the “MC-M TXN LIMIT”. If this limit shows a value of 9999, then there is no contactless limit for MasterCard on mobile devices. For “SWIPE/INSERT/TAP CARD” displays on the terminal. all other cards, use the “DOMESTIC TXN LIMIT”...

  • Page 20: Transactions

    Transactions Admin code shortcuts To bypass scrolling through menus to select a transaction, use the Admin codes to jump directly to a transaction. Admin codes can be found in this guide in square brackets beside the transaction name (e.g., Logon[02] means the Admin code for logging on is 02). All instructions in this guide begin at the “READY”...

  • Page 21: Partially Approved Purchase

    Partially Approved Purchase Pre-Authorization [102] A Partial Approval of a purchase transaction occurs when a cardholder pays for a purchase Authorization if the final Purchase amount is unknown (e.g., hotel or car rental). with a pre-paid credit card but the value on the pre-paid card is less than the purchase If “PRE-AUTH”...

  • Page 22: Advice Using Sequence Number [103] / Force Post [103]

    Advice using Sequence Number [103] / Scroll to the Pre-Auth that you want to complete or cancel (e.g.,“PA1234$#.##”), and press the green key. Force Post [103] Press the key (COMPL), and follow the merchant prompts table on page 45. An Advice transaction completes or cancels a Pre-Auth. A Force Post transaction After processing an Advice: completes an IVR-authorized purchase.

  • Page 23: Prompts Without Tip Entry

    CASH If they would like to pay by cash, press the key. DATE[MMYY] key. UPDATEPOINTS Refer to the Using Your Terminal for Loyalty: Moneris SWIPEADMINCARD Swipe your POS Admin card. TOLOYALTYCARD? iWL255 guide. REGULAR If cardholder is present: Press the green...

  • Page 24: Merchant Prompts: Cheque Authorizations

    Merchantprompts:ChequeAuthorizations Merchantprompts:Advices/ForcePosts This table lists in order of appearance the prompts (and the actions to take for each) for This table lists in order of appearance the prompts (and the actions to take for each) that this transaction. you might see on the terminal during an Advice or Force Post. Note: Only some of the prompts listed below will appear for any one transaction.

  • Page 25: Customer Prompts

    ENTER Key in your Clerk ID, and press the green key; CLERKID USELOYALTYINFO Refer to the Using Your Terminal for Loyalty: Moneris iWL255 To accept the displayed ID, simply press the green key. FROMPRE-AUTH? guide. ENTERINVOICENO Key in an alphanumeric identifier, and press the green key;...

  • Page 26: Prompts With Tip Entry

    Prompts with tip entry Customer prompt Customer action(s) PURCHASE Presses the green key to confirm the displayed When tip entry is enabled on the terminal, the order of prompts is revised to display $#.##-OK? amount. customer prompts, including tip entry, in a more efficient way for the customer. Follow SELECTACCOUNT For chequing: Presses the key (CHEQUING).

  • Page 27: Customer Prompts: Purchase With Tip Entry Enabled

    If they would like to pay by cash, press the key. PURCHASE Presses the green key to confirm the displayed UPDATEPOINTS Refer to the Using Your Terminal for Loyalty: Moneris $#.##-OK? amount. TOLOYALTYCARD? iWL255 guide. ADDTIP? To proceed with entering a tip: Presses the key (YES).
  • Page 28 Customer prompt Customer action(s) Customer prompt Customer action(s) SWIPEORINSERT APPROVED Swipes or inserts the card. Returns the terminal to you (see APPROVED ######## ######## prompt on page 50). CARD/GLISSEROU INSERERCARTE PARTIALAPPROVED To confirm the transaction: Presses the key. SWIPE/INSERT/TAP Swipes, inserts, or taps the card. Customer may also tap $000.00 To cancel the partial approval on their pre-paid card: CARD...

  • Page 29: Receipts

    Receipts Contactless transactions Receipts can be suppressed for tapped credit transactions that do not require cardholder verification. Refer to printer configuration in the Moneris iWL255 Operating Manual in Signing credit card receipts WebHelp format located at moneris.com/support. Receipts are always printed for Interac Flash transactions.

  • Page 30: Partial Approval Receipt

    Reports PartialApproval Receipt Masking on reports Total paid with pre-paid credit card To reduce the risk of fraudulent card use, masking and/or truncation is applied to card Total amount still numbers printed on reports. The expiry date is not printed. due in transaction (Purchase Total) Reprint Merchant receipt [66]...

  • Page 31: Current Batch Totals Report [99]

    Prints the number of balance inquiries by card type for the current batch. A grand total Merchant Subtotals Report [95] of inquiries is displayed at the bottom of the report. Prints a list of transaction type totals by card type for the current batch from the Moneris Press the key, select REPORTS, and select BALINQREPORT.

  • Page 32: Tip Totals Report [96]

    When “END DATE” appears, keyintheenddate(YYMMDD), and press the green Moneris Customer Care may ask you to re-initialize your terminal if changes have been key. made to it or your merchant account. When “END TIME” appears, keyintheendtime(HHMM,24-hourclock), and press Press the key, select CONFIGURATION, then select INITIALIZATION.

  • Page 33: End-Of-Day Process

    If your merchant account is set up for Merchant Close settlement, you must process a totals on the Batch Totals report (printed in step 2). If they do not match, call Moneris Batch Close transaction in order to have the funds from your POS transactions deposited...

  • Page 34: Troubleshooting

    1. Checks their mobile device and responds to any prompts displayed there (e.g., they may need to enter a passcode on their mobile device). Error messages 2. On the iWL255, presses the green key or waits for the “SWIPE/INSERT/TAP CARD” prompt to re-appear. Error message Solution 3.
  • Page 35 REFUNDLIMIT The total value of Refunds performed today is greater than EXCEEDED your daily Refund Limit. Contact Moneris for a temporary increase in your daily Refund Limit. Please have the original Purchase receipt available for reference. REINITIALIZATION Re-Initialize the terminal. See page 61.

  • Page 36: Equipment Issues

    You may continue to perform transactions as normal. The to“hangup”like terminal will reconnect when it attempts to communicate this: with the Moneris host (if required) to process a transaction. At Moneris, help is always here for you 24/7. Thedisplay The terminal is powered off. Press the green key.
  • Page 37 ________________________________________________________________ •  d ownload additional copies of this guide and other resources ________________________________________________________________ •  c onsult the Moneris iWL255 WebHelp for detailed information on all of the options ________________________________________________________________ available on your terminal and how to enable them ________________________________________________________________ •...
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  • Page 39 Moneris Solutions Corporation (“Moneris”). This guide is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither...

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