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St George EFTPOS 1i User Manual

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EFTPOS 1i
Terminal
User Guide
Learn how to use your new terminal
with this easy-to-follow guide.

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Summary of Contents for St George EFTPOS 1i

  • Page 1 EFTPOS 1i Terminal User Guide Learn how to use your new terminal with this easy-to-follow guide.
  • Page 2 Get in touch • Merchant Help Desk Service, Sales and Support Terminal Difficulties Stationery Orders 1300 650 977 (24 hours a day, 7 days a week.) • PCEFTPOS Support PCEFTPOS provides the software that allows communication between your terminal and your point of sale software. www.pceftpos.com 02 9998 9800 Monday to Friday: 8:30am –...

  • Page 3: Table Of Contents

    Contents 1.0 Introducing the EFTPOS 1i Terminal ���������������������������������������������������1 What this guide will cover ................1 A brief overview of what your terminal can do ..........1 1.1 Merchant responsibility for equipment and materials provided ......1 1.2 Cancellation of facility ....................2 1.3 Damaged, lost or stolen equipment ...............2...
  • Page 4 6.7 Standalone-Lite Last Settlement Report ............37 6.8 Standalone-Lite Duplicate/Reprint Receipt flow ..........38 6.9 Standalone-Lite Shift Totals flow................ 38 7.0 Glossary� ���������������������������������������������������������������������������������������������������� 39 8.0 Trouble-shooting� ������������������������������������������������������������������������������������ 40 8.1 Hardware Faults ....................40 8.2 Response Codes ....................41 ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 5: Introducing The Eftpos 1I Terminal

    1.0 Introducing the EFTPOS 1i Terminal What this guide will cover This user guide will tell you all you need to know about the EFTPOS 1i terminal. As you read you’ll become familiar with the terminal and feel comfortable operating it using this as a guide.

  • Page 6: Cancellation Of Facility

    Call the Merchant Help Desk on 1300 650 977 (available 24/7). Follow the prompts and use your phone keypad to enter the following details: • Select your stationery items and quantities then: – Merchant Number (MID) – Trading Address Postcode ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 7: Setup And Configuration

    2.0 Setup and configuration Using the Touch Screen The EFTPOS 1i terminal has a colour touch screen. To navigate using the touch screen, follow the prompts and press the option on the screen to make a selection. Using the Keypad...

  • Page 8: Powering Up

    2. Position the paper roll with the end of the roll protruding from underneath the roll towards the terminal screen. 3. Pull paper out slightly and close the cover. Getting started Your EFTPOS 1i terminal arrives as a complete unit. Included in your delivery is: • quick reference guide • terminal • terminal base •...

  • Page 9: Communication Type

    3G/GPRS backup communications. Terminal setup and configuration To begin setting up your new EFTPOS 1i terminal: 1. Ensure the terminal base is connected to power. 2. Ensure the terminal base is connected to your Point of Sale (POS) via a supported communications method.

  • Page 10: Terminal Configuration

    Terminal configuration Once the EFTPOS 1i terminal is connected, the Merchant ID and Terminal ID will need to be entered into the PC-EFTPOS EFT Client. This is done via the Control Panel Your POS Vendor or PC EFTPOS support desk may be able to assist you if required.

  • Page 11: Procedures

    2. Await the confirmation beeps before removing the card. The screen status LEDs will also indicate the progress of the read. Inserting a Chip Card The EFTPOS 1i terminal supports credit or debit card transactions. The chip card reader is located at the bottom of the terminal below the keypad.

  • Page 12: Ccv Security Codes

    Should I save CCV Security Codes? No. It is prohibited to store the CCV codes. They must remain secret. You must not write them down or save them electronically. Doing so might lead to heavy penalties. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 13: Everyday Functions

    SAVINGS OR PRESS 2 CREDIT OR PRESS 3 Ask the customer to enter their PIN on the terminal and press PURCHASE $X.XX ENTER, or just press ENTER to sign (if allowed*). MASTERCARD Key PIN and ENTER XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 14 *Note: Signature will still be required for some cards (for example signature-only cards, payment cards that do not have a chip and some international cards). Your terminal will be able to process these cards as normal. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 15: How To Process A Purchase With Cash-Out Transaction

    Note: The terminal will only display the available accounts for the card entered. MASTERCARD SELECT ACCOUNT CHEQUE OR PRESS 1 SAVINGS OR PRESS 2 Ask the customer to enter their PIN on the terminal and press ENTER. PURCHASE $X.XX MASTERCARD SAV Key PIN XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 16 This final screen will show you whether the transaction has PURCHASE $X.XX successfully processed. A successful transaction will display the word APPROVED on-screen, while a failed transaction will display MASTERCARD SAV DECLINED. APPROVED PURCHASE $X.XX MASTERCARD SAV DECLINED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 17: Cash Out

    Credit is not an option. MASTERCARD SELECT ACCOUNT CHEQUE OR PRESS 1 SAVINGS OR PRESS 2 Ask the customer to enter their PIN on the terminal and press PURCHASE $X.XX ENTER. MASTERCARD Key PIN XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 18 CARD This final screen will show you whether the transaction has PURCH $X.XX successfully processed. A successful transaction will display the word APPROVED on-screen, while a failed transaction will display MASTERCARD SAV DECLINED. APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 19: Refund

    SAVINGS OR PRESS 2 CREDIT OR PRESS 3 Ask the customer to enter their PIN on the terminal and press REFUND $X.XX ENTER, or just press ENTER to sign (if allowed*). MASTERCARD SAV Key PIN XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 20 *Note: Signature will still be required for some cards (for example signature-only cards, payment cards that do not have a chip and some international cards). Your terminal will be able to process these cards as normal. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 21: Void A Transaction

    If YES is selected, the Void will continue as expected. If NO is selected, the terminal will prompt for ROC re-entry (only if the previous ROC was entered via the terminal). ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 22: Tip Adjustment

    Signature’ or if the cardholder writes a Tip Addition on the receipt. This applies even if the original purchase is approved with PIN. A signature does not need to be obtained if the receipt shows the original purchase as ‘ A pproved’ , and no Tip is added. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 23 ROC was entered via the terminal). This final screen/step will show you whether the response has been successful or not. A successful response will display the word APPROVED on-screen, while a failed response will display DECLINED SIGNATURE ERROR. APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 24: How To Process A Mail/Telephone Order/E-Commerce Transaction

    POS. It will be entered into the terminal shortly. 14:35 29/10/13 Enter the card number into the terminal. Once entered, press ENTER to proceed. Enter Card Number XXXX XXXX XXXX XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 25 Processing Please Wait This final screen/step will show you whether the transaction has successfully processed. A successful transaction will display the SALE $X.XX word APPROVED on-screen, while a failed transaction will display DECLINED. APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 26: How To Process A Pre-Authorisation

    Physically present the card to the terminal by swiping or inserting. Manual entry of card number via the terminal is also allowed. Swipe or Insert Card If prompted, press ENTER on the terminal to proceed. PRE-AUTH $X.XX MASTERCARD Press ENTER To Confirm ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 27 *Note: Signature will still be required for some cards (for example signature-only cards, payment cards that do not have a chip and some international cards). Your terminal will be able to process these cards as normal. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 28: How To Process A Completion

    If the ROC cannot be found, the terminal will prompt for the ROC to be re-entered into the terminal. If this secondary ROC entry is Verify Checkout Correct? not successful then the lookup can be performed using the Auth Number. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 29 *Note: Signature will still be required for some cards (for example signature-only cards, payment cards that do not have a chip and some international cards). Your terminal will be able to process these cards as normal. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 30: Using The Authorisation Number

    ROC was supplied by the POS) If YES is selected, the completion will continue as expected. If prompted, physically present the card to the terminal by swiping CHECK OUT $X.XX or inserting. Swipe or Insert Card ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 31 *Note: Signature will still be required for some cards (for example signature-only cards, payment cards that do not have a chip and some international cards). Your terminal will be able to process these cards as normal. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 32: End Of Day Functions

    Next Step Start by initiating the transaction via the POS interface. Wait for the Settlement processing screen to complete. SETTLEMENT Please Wait A successful message will display when the settlement is approved. SETTLEMENT APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 33: How To Print A Pre-Settlement Report

    Start by initiating the transaction via the POS interface. Then, wait for the processing screen to complete. LAST SETTLEMENT Please Wait An “APPROVED” message will display when the last settlement report is successful. LAST SETTLEMENT APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 34: Standalone-Lite Mode

    Select Bank Logon on the terminal. This option is on page 3 of the idle screen. LOGON REPRINT SHIFT TOTALS PREV NEXT The Logon will be performed and will then return you to the Standalone-Lite idle screen. BANK LOGON PLEASE WAIT ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 35: Purchase Using Standalone-Lite Mode

    Press Enter to confirm the total purchase + Cash Out amount. PURCHASE $X.XX TOTAL AMOUNT $X.XX Bring the card into contact with the terminal by swiping, inserting or tapping it. PURCHASE $X.XX PRESENT CARD ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 36 Wait for the “Processing” message to complete. PURCHASE $X.XX MASTERCARD Processing Please Wait Take note of the response message. A successful response will display “APPROVED”, while an unsuccessful response will display PURCHASE $X.XX “DECLINED”. APPROVED ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 37: Standalone-Lite Cash Out Flow

    Have the customer select an account on the terminal screen. CASH OUT $X.XX Note: The terminal will only display the available accounts for the card entered. MASTERCARD DEBIT SELECT ACCOUNT CHEQUE OR PRESS 1 SAVINGS OR PRESS 2 ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 38: Standalone-Lite Refund Flow

    If the transaction is declined, the terminal will display an error message giving the reason. Standalone-Lite Refund flow Terminal Screen Next Step Select Refund transaction on the terminal. PURCHASE CASHOUT REFUND MORE ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 39 SAVINGS OR PRESS 2 Ask the customer to enter their PIN on the terminal and press REFUND $X.XX ENTER, or just press ENTER to sign (if allowed). MASTERCARD REFUND Key PIN or ENTER XXXX ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 40: Standalone-Lite Settlement Flow

    Select Settlement on the terminal. This option is on page 2 of the idle screen. SETTLEMENT PRE-SETTLE LAST SETTLE MORE Enter your merchant password or contact the Merchant Helpdesk for assistance. MERCHANT Once your password is accepted your settlement receipt will be PASSWORD printed. 1234 ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 41: Standalone-Lite Pre-Settlement Report

    SETTLEMENT PRE-SETTLE LAST SETTLE MORE Enter your merchant password or contact the Merchant Help Desk for assistance. MERCHANT Once your password is accepted your Last Settlement receipt will PASSWORD be printed. 1234 ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 42: Standalone-Lite Duplicate/Reprint Receipt Flow

    The shift totals receipt will be printed and you will be asked to confirm whether the Shift Totals should be reset to zero. Make a RESET TOTALS? selection (YES or NO) and you will be returned to the idle screen. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 43: Glossary

    A number used as a security access code for EFTPOS Number) transactions. Pre-Auth ID The number used to identify a Pre-Authorisation record. TRAN (Transaction The transaction reference number is an invoice number, Reference Number) found on your terminal receipt. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 44: Trouble-Shooting

    6. If the problem continues power off the terminal for 10 seconds. 7. Power on the terminal. 8. Print a sample receipt. This will confirm if the printer is operational. Call the Merchant Help Desk if the problem persists. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...

  • Page 45: Response Codes

    WRONG ACCOUNT • Retry the transaction, selecting a different account • If the transaction is declined again, obtain another form of payment • Advise cardholder to contact card issuer ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 46 • Obtain another form of payment • Advise cardholder to contact card issuer CANNOT PAY • Retry the transaction • If the transaction is declined again, obtain another form of payment • Advise cardholder to contact card issuer ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 47 • Contact the Merchant Help Desk if the problem persists CANNOT PAY • Obtain another form of payment ISSUER UNAVAILABLE • Obtain another form of payment CANNOT PAY • Obtain another form of payment ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
  • Page 48 Where your terminal displays a response code not listed in this guide, and you use an electronic terminal supplied by us, you should phone the Merchant Help Desk on 1300 650 977 for clarification. ST.GEORGE EFTPOS 1i TERMINAL USER GUIDE...
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  • Page 52 For further information Ask at any branch� Call us on 13 33 30, 8�00am to 8�00pm Monday to Friday (Sydney time)� Visit stgeorge�com�au St.George Bank – A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. STGW2753 1216...

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