Moneris iWL220 Operating Manual
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Moneris iWL220 Operating Manual

Short-range mobile
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Moneris iWL220
Short-Range Mobile
OPERATING MANUAL
Software Version 1.17
Documentation Date: February 21, 2012

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  • Page 1 Moneris iWL220 Short-Range Mobile OPERATING MANUAL Software Version 1.17 Documentation Date: February 21, 2012...
  • Page 2 Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this guide in terms of their correctness, accuracy, reliability or otherwise.

  • Page 3: Table Of Contents

    2.1.9 Stand-by Mode............................18 Optional Features ............................19 2.2.1 Balanced Prompt............................20 2.2.2 Cashback..............................20 2.2.3 Cheque Authorization ..........................20 2.2.4 Using a Chip Card on the iWL220 ......................20 2.2.5 Contactless Reader (Internal)........................22 2.2.6 Clerk Subtotalling............................23 2.2.7 Clerk IDs..............................23 2.2.8 Corporate Cards ............................23 2.2.9 Credit-Only Processing..........................24 2.2.10...
  • Page 4 Transaction with MOTO Enabled......................41 2.3.27 Enter Reporting Data for Transaction with Purchasing Card ..............41 2.3.28 Cardholder Prompts ..........................42 THE MONERIS IWL220 SHORT-RANGE MOBILE HARDWARE ......49 Setting Up the Hardware ..........................50 Selecting the Base Location...........................51 3.2.1 Base Location Considerations .........................51 3.2.2...
  • Page 5 Identify Clerk ID Entry Method ......................93 4.8.3 Adding Clerk IDs (including the Default Clerk ID) ................93 4.8.4 Removing Clerk IDs ..........................94 4.8.5 Enabling Clerk Subtotalling........................95 4.8.6 Enabling the Clerk ID Prompt .........................95 4.8.7 Enabling the Default Clerk ID .........................96 Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 6 Cheque Authorization ..........................119 5.6.2 Cheque Authorization with a Credit Card....................119 5.6.3 Cheque Authorization with a Driver's Licence ..................120 5.6.4 Province or State Code ..........................120 Receipt Processing ............................121 THE MONERIS LOYALTY AND GIFT PROGRAMS..........123 Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 7 Printing Gift Tip Totals..........................160 6.7.10 Printing the Loyalty/Gift Configuration Parameters List...............161 6.7.11 Printing a Loyalty/Gift Help List......................162 THE AIR MILES REWARDS PROGRAM ............. 163 The Air Miles Rewards Program .......................163 7.1.1 Configuring Air Miles ...........................163 Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 8 Log Off................................189 Private Label Instant Credit Card Application ..................190 Training Mode .............................192 8.4.1 Training Mode ............................192 8.4.2 Transactions Available in Training mode....................192 8.4.3 Loyalty/Gift Reports ..........................194 8.4.4 Entering Training Mode.........................195 8.4.5 Exiting Training Mode...........................195 Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 9 Multi-Terminal Report for One or More Terminals by Name ...............213 10.2.3 Multi-Terminal Report for One or More Groups of Terminals .............214 TROUBLESHOOTING..................215 11.1 Additional Documentation..........................215 11.2 Telephone Assistance...........................215 11.3 Merchant Direct............................215 11.4 Troubleshooting ............................216 Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 10 Table of Contents 11.5 Error Messages on the iWL220 Terminal ....................216 11.6 Hardware Problems.............................232 11.7 Understanding DECLINED Messages.......................234 viii Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 11: Introduction

    Learning About the Terminal The Moneris iWL220 terminal is a short-range wireless debit and credit card payment system that connects to the point-of-sale (POS) services provided by Moneris Solutions.

  • Page 12: Caring For The Terminal

    IMPORTANT: You must use the exact power adaptor and cable provided with the base by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the base and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.

  • Page 13: Features And Procedures

    The terminal can also be set up to process cheque authorizations and to prompt for entry of a Tip amount by the cardholder on the terminal for both debit and credit transactions as well as many other features. Standard Features These features are available and enabled on all Moneris iWL220 terminals. • Backlight •...

  • Page 14: Communications Status

    2.1.3 Communications Status As the terminal communicates with the Moneris Host through the base, it displays PROCESSING to indicate that the transaction is proceeding correctly. Depending on the type of communication, additional status information is provided...
  • Page 15 Dial Communication Status If your base is using dial to communicate with the Moneris Host, the terminal will ask the base to dial the Moneris Host each time you begin a transaction. (The base does not make any noise when it dials.) •...

  • Page 16: The Menu Feature

    REWARDS Air Miles REWARD menu GIVEX GIVEX menu REPORTS REPORT FUNCS menu ADMIN ADMIN FUNCS menu CONFIGURATION CONFIG FUNCS menu To access the MAIN MENU: from the READY screen: • Simply press the key. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 17 PAYMENT Processes a private label Payment transaction. Note: This item appears only if the terminal is set up on the Moneris Host to process this transaction. CHEQUE AUTH Connect to a cheque authorization service and obtain approval based on a...
  • Page 18 Note: This item appears only if Tip Reporting is enabled. MULTI TERM RPT Deposit Totals report for each terminal associated with your Moneris Merchant ID. This item appears only if Multi-Terminal Reporting is enabled. CLERK INQUIRY...
  • Page 19 The functions are listed in the order they appear on the menu. ADMIN FUNCTIONS Allows you to: LOGON Log on to the Moneris Host and allow the terminal to process transactions. LOGOFF Log off of the Moneris Host and prevent the terminal from processing transactions.
  • Page 20 IMPORTANT: A number of these programs require agreements between the merchant and a service provider other than Moneris Solutions. Please ensure that the necessary agreements are in place before attempting to configure those programs on the terminal.
  • Page 21 Process Pre-Authorization transactions using chip credit cards as well as magnetic stripe credit cards. COMM WARNINGS Do NOT use this function unless directed to do so by the Moneris Merchant Service Centre. CASH BACK Enable the ENTER CASH BACK prompt during debit Purchase transactions.
  • Page 22 Register a terminal to a specific communications base in order to process transactions. SET TIME-OUT Do NOT use this function unless directed to do so by the Moneris Merchant Service Centre. SITE TEST Do NOT use this function unless directed to do so by the Moneris Merchant Service Centre.
  • Page 23 To access the PRINTER CFG menu: from the READY screen: 1. Press the key. 2. Scroll down to CONFIGURATION, and press the key. 3. Scroll down to PRINTER CONFIG, and press the key. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 24: Admin Codes

    Driver's Licence - step 5 of "Cheque Authorization with a Driver's Licence" Credit Card - step 5 of "Cheque Authorization with a Credit Card" Purchase-Void step 4. Refund-Void step 4. Payment-Void step 3. Reporting Transactions Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 25 Print Help List Administrative Transactions TRANSACTION CODE Log on Log off Reprint (a receipt or report) MasterCard Transaction Data Language (change between English and French) Backlight Training Private Label Credit Application Power Off Configuration Transactions Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 26 (Loyalty/Gift) Reprint (Loyalty/Gift) Routing Code (Loyalty/Gift) Help List (Loyalty/Gift) Transaction List (Loyalty/Gift) Ernex Transaction Inquiry (Loyalty/Gift) Tip Totals (Loyalty/Gift) Clerk Subtotal Inquiry (Loyalty/Gift) Close Batch (Loyalty/Gift) Points Purchase Gift Purchase Points Refund Gift Refund Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 27 (Loyalty/Gift) Air Miles Rewards Transactions TRANSACTION CODE Reward Purchase Reward Refund Reward Program Transaction List SAF Transaction Inquiry Reward Program Totals Upload SAF Reward Configuration List Reward Program Set-up Reward Reprint Reward Help List Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 28: Stored Transactions

    The iWL220 wireless, handheld terminal runs on a rechargeable battery and connects to a communications base wireless communications instead of a cable. This means that you can take the portable iWL220 terminal to your customer. The communications base also charges the terminal battery.

  • Page 29: Optional Features

    These features may be available on your iWL220 depending on 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 do not wish to use an enabled feature, you can deactivate it.

  • Page 30: Balanced Prompt

    Stored Transactions report match the Moneris Host totals printed on the Current Batch Totals report (printed during the Close Batch). This prompt is used solely for your in-house record keeping and is not reported to the Moneris Host. 2.2.2 Cashback This feature gives your customers the option of withdrawing cash from their debit account when they make a Purchase at your place of business.
  • Page 31 4. Follow the prompts, and have the cardholder follow their prompts. 5. Remove the chip card when the REMOVE CARD prompt appears. The terminal will beep if the chip card is left in the chip card reader after the transaction is completed. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 32: Contactless Reader (Internal)

    (Refer to the "Printing the Configuration Parameters Report" procedure.) 2. Look near the bottom of the report for the dollar values: * Purchase amount, including taxes, must be equal to or less than the $ value. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 33: Clerk Subtotalling

    Clerk IDs that begin with the characters P1 are reported as Group P1. 2.2.8 Corporate Cards Corporate cards (also known as purchasing cards) are a special type of credit card that provide enhanced reporting data to help cardholders with cost allocation, tax compliance and account reconciliation. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 34: Credit-Only Processing

    Note: Some debit chip cards may still be used at a credit-only terminal. Contact the Moneris Merchant Service Centre to determine whether this option meets your business needs. 2.2.10 Dial Backup Communications for Ethernet When Ethernet communication is not available, the terminal will tell the base to use dial communication as backup.

  • Page 35: Loyalty/Gift Programs

    Moneris Ernex Host. IMPORTANT: If you process more than one card plan with Moneris/Ernex, maintain a list of the card names along with the first 14-character card description that will be displayed on the terminal screen during step 6...

  • Page 36: Multi-Terminal Reporting

    Authorization transaction rather than a Purchase transaction. This feature must be set at the Moneris Host and is downloaded to your terminal during Initialization. To change it, please contact the Moneris Merchant Service Centre. To use chip cards (credit and some debit) in addition to magnetic stripe credit cards for Pre-authorizations, you must...

  • Page 37: The Air Miles Rewards Program

    Rewards SAF Transactions Report • Deleting Rewards SAF Transactions • Completing Rewards Transactions • Printing the Rewards Configuration Report • Printing the Help List of Rewards Transactions and Admin codes • Configuring the Air Miles Rewards Program Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 38: Signatureless Transactions: Credit Cards

    IMPORTANT: If the customer requests a receipt, you must give it to them. Use the Reprint function print the Cardholder copy of the receipt. If you need a Merchant copy , refer also to the "Transaction Inquiry--Reprinting the Merchant Receipt Copy" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 39: Terminal Names

    (if any was added by the cardholder) for every completion. • Tip Totals report This report prints a summary of all Tip amounts entered for Purchase and Pre-Authorization Advice transactions stored in the current or a previous batch Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 40: Standard Procedures

    Features and Procedures Standard Procedures These procedures are followed for all configurations of the Moneris iWL220 terminal. • Powering on the terminal • Powering off the terminal • Using Shortcut Codes • Changing the Terminal Display Language • Inserting a Chip Payment Card •...

  • Page 41: Powering Off The Iwl220

    2.3.2 Powering Off the iWL220 The Moneris iWL220 handheld terminal does not have an ON/OFF switch. To help reduce battery usage, power off the terminal when you are not using it. To power off the terminal from the READY screen: IMPORTANT: Ensure the terminal is off the base.

  • Page 42: Battery Charging Status

    It is safe to put the terminal back on the charging base between uses. • Avoid frequent full discharges. Shallow (partial) discharges and frequent short charges are preferred. • Li-ion batteries can hold a charge for many months. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 43: Bilingual Displays And Receipts

    2. Scroll down to ADMIN, and press the key. 3. Scroll down to LANGUAGE, and press the key. 4. Select the language you wish the terminal to display. 5. Press the key twice. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 44: Taking A Manual Imprint Of A Card

    6. Press the key to continue the transaction. Go back to the transaction. 2.3.10 Cancelling a Transaction Note: Once the terminal has begun communicating with the Moneris Host, the transaction can no longer be cancelled. To cancel a transaction: 1. Press the key during any of the merchant prompts.

  • Page 45: Cancelling A Report

    * DUPLICATE* at the top and bottom. There are two ways to access the Reprint function: • enter the Admin code • access the ADMIN FUNCS menu Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 46: Disputed Debit Transactions

    2.3.16 Code 10 Authorization During a transaction, if you feel that a customer, card or transaction is suspicious and needs investigating, call the and state that the call is a Code 10. This will alert the Moneris operator without Moneris Merchant Service Centre alarming your customer.

  • Page 47: Terminal Security

    There are a number of factors that affect whether the terminal prompts for a POS Admin card including whether debit cards are processed, how the terminal is set up on the Moneris Host and whether the SWIPE ADMIN CARD prompt has been enabled on the terminal.
  • Page 48 • Payments (if supported) • Logon • Close Batch • Deposit Totals Inquiry • Merchant Subtotals Inquiry • Multi-terminal configuration report • Clerk Subtotalling configuration report • Remote Code Download • Restore Factory Defaults Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 49: Entering Alphabetic Characters And Punctuation

    A Clerk ID MUST be entered. This cannot be left blank. The Clerk ID can be up to 6 characters long and any combination of alphabetic and numeric characters (punctuation and special characters are not allowed). Continue the transaction or report. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 50: Entering The Invoice Number

    DELETE PRE-AUTH? 00000000000 0000 PA $999,999.99 1. Press the key (YES) to delete the Pre-Auth transaction. The P-A ADVICE LIST appears if there are remaining uncompleted Pre-Auths; otherwise, the TRANSACTION NOT FOUND message appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 51: Entering The Promo Code

    The ENTER CUSTOMER REFERENCE NUMBER entry screen appears. 2. Key in the Customer Reference number, and press the key, or simply press the key to leave this blank. The terminal communicates with the Moneris Host. Continue the transaction. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 52: Cardholder Prompts

    (debit only), then CASH BACK $#.## also appears in the prompt. prompts APPROVED THANK YOU CASH BACK $#.## RETURN TO CLERK APPROVED THANK YOU RETURN TO CLERK APPROVED THANK YOU CASH BACK $#.## REMOVE CARD APPROVED THANK YOU REMOVE CARD Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 53 The <application name> SELECTED PLEASE WAIT message appears while the chip verifies that the card is valid. 2. Continue following the"Cardholder Prompts" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 54 PURCHASE $#.##-OK? appears. (This includes the c. Continue following the "Cardholder Prompts" Cashback amount.) procedure. c. The cardholder presses the key. d. Continue following the "Cardholder Prompts" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 55 The ENTER TIP PERCENTAGE entry appears. screen appears. Continue in the "Entering a Dollar Amount b. The cardholder presses the key. Continue in the "Entering a Tip" procedure. Continue the "Cardholder Prompts" Percentage Tip" procedure. procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 56 The PURCHASE $#.##-OK? prompt appears (amount includes the The PURCHASE $#.##-OK? prompt appears. Tip). b. The cardholder presses the key. b. The cardholder presses the key. Continue the "Cardholder Prompts" procedure. Continue the "Cardholder Prompts" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 57 1. The cardholder keys in their Personal Identification number (PIN) and presses the key. Note: Please respect the cardholder’s privacy, and encourage them to protect their PIN. 2. Continue following the "Cardholder Prompts" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 59: The Moneris Iwl220 Short-Range Mobile Hardware

    The Moneris iWL220 Short-Range Mobile Hardware The Moneris iWL220 Terminal and Base The iWL220 is a hand-held wireless terminal that consists of an integrated PINpad, an integrated printer, a magnetic stripe card reader, a chip reader, an internal contactless reader, and a removable, rechargeable battery and a communications base.

  • Page 60: Setting Up The Hardware

    The Moneris iWL220 Short-Range Mobile Hardware Setting Up the Hardware Before setting up the hardware, consider the most effective location for a communications base. You must perform these steps to set up the hardware: 1. Set up the communications base.

  • Page 61: Selecting The Base Location

    + Indoor/Outdoor Floor plan + L-Shaped Floor plan + Multi-Level Floor plan 3. After you receive your iWL220 POS system and configure it with the assistance of the Moneris installation team, the Moneris representative may check the range of the base from the spot you selected.

  • Page 62: Do Not Place A Base Near

    3.2.7 Indoor/Outdoor Floor plan If your location has an outdoor area where you wish to use the iWL220 (e.g. a patio), try the base locations indicated below to see which provides the best coverage. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 63: L-Shaped Floor Plan

    The Moneris iWL220 Short-Range Mobile Hardware 3.2.8 L-Shaped Floor plan If the area in which you plan to use the iWL220 in your location is an L-shape, try the base locations indicated below to see which provides the best coverage. 3.2.9 Multi-Level Floor plan If your location has more than one floor, you will need one communications base for each floor.

  • Page 64: Registering The Handheld To A Base

    The Moneris iWL220 Short-Range Mobile Hardware Registering the Handheld to a Base A terminal must be registered to a communications base in order to process transactions. Registering introduces the terminal to the base so that the terminal knows which base to look for and the base knows which terminal(s) to accept transactions from.

  • Page 65: The Terminal

    • Chip card reader The Integrated Printer A thermal printer is integrated into the Moneris iWL220 terminal. It prints black text on white, one-part thermal paper. To load a new paper roll into the terminal: 1. Open the paper well at the back of the terminal. Press the printer latch towards the back of the printer then lift the printer lid up and back.
  • Page 66 The Moneris iWL220 Short-Range Mobile Hardware 3. Place the new paper roll into the paper well with the loose end unrolling from the bottom of the roll towards the front of the terminal. 4. Pull the loose end of the paper towards the front of the terminal at least one inch (2.2 cm) past the metal teeth at the front of the paper well.

  • Page 67: The Display

    The Moneris iWL220 Short-Range Mobile Hardware The Display The display screen on the terminal displays the merchant and cardholder prompts as well as status and error messages. The Idle screen is displayed when the terminal is not performing any transactions or functions. All transactions and functions begin at the Idle screen.

  • Page 68: The Pre-Auth Ready Screen

    The Moneris iWL220 Short-Range Mobile Hardware The Purchase READY screen READY PURCHASE ENTER AMOUNT $0.00 If the READY screen isn't displayed, press the key repeatedly to access it. 3.6.4 The Pre-Auth READY Screen If the default transaction on the terminal is Pre-Auth: The READY screen displays "READY"...

  • Page 69: The Terminal Keypad

    The Moneris iWL220 Short-Range Mobile Hardware The Terminal Keypad The terminal keypad contains alpha-numeric keys and function keys. Alpha-numeric Keys These keys allow you to enter amounts for transactions, text for receipt messages and selection criteria for reports. The Function Keys NAME ALLOWS YOU TO...

  • Page 70: The Magnetic Stripe Reader

    The Moneris iWL220 Short-Range Mobile Hardware select the highlighted item on a menu power on a terminal not already sitting on a base. The Magnetic Stripe Reader The magnetic stripe reader (MSR) is located in a slot on the right-hand side of the terminal.

  • Page 71: The Communications Base

    The Moneris iWL220 Short-Range Mobile Hardware 3.10 The Communications Base The communications base connects one or more terminals to the Moneris Host via Ethernet and dial communication. The base is also used to charge the terminal. 3.11 The Ports on the Base...

  • Page 72: The Cables

    IMPORTANT: You must use the exact power adaptor and cable provided with the terminal and base, and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and/or base and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.

  • Page 73: Dial Cable

    (e.g., the prefix if required to dial out at your location) before attempting to use the hardware to communicate with the Moneris Host. 3.12.4 Ethernet Cable The cable pictured below allows the communications base to communicate over the Internet.

  • Page 75: Configuring Your Terminal

    Your terminal can be set up to accept and process a variety of cards including debit cards, credit cards with a magnetic stripe, credit cards with a chip, private label cards, corporate (a.k.a. purchasing) cards, Moneris gift cards and loyalty programs. The terminal can also be set up to process cheque authorizations.

  • Page 76: Configuring Dial Communication

    4.1.1 Configuring Dial Communication If your terminal is registered to a base that will communicate with the Moneris Host over a standard analog telephone line either by default or as backup, you must configure the dial parameters on the terminal.
  • Page 77 Key in a value (min. 0.06, max. 5.00 seconds), and press the key. (The default is 0.06 seconds.) The DIAL CONFIG menu reappears. 10. To determine whether the terminal monitors the modem-to-host connection process: Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 78: Dial Backup Communication For Ethernet

    Configuring Dynamic Public IP Communications If your terminal is registered to a base that will communicate with the Moneris Host over the Internet using public IP with dynamic addressing, you will need to set up these parameters for the base.
  • Page 79 READY screen. Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a re-initialization complete the configuration process. The communications base is ready to communicate with the Moneris Host over the Internet. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 80 Configuring Dynamic Private IP Communication If your terminal is registered to a base that will communicate with the Moneris Host over the Moneris private IP network with dynamic addressing, you will need to set up these parameters for the base.
  • Page 81 READY screen. Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a re-initialization complete the configuration process. The base is ready to communicate with the Moneris Host over the Internet. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 82 Configuring Your Terminal Configuring Static Public IP Communication If your terminal is registered to a base that will communicate with the Moneris Host over the Internet using Public IP with Static addressing, you will need to set up these parameters.
  • Page 83 5. Test the Ethernet connection: a. Press the key. The REBOOT TERMINAL message appears, and the terminal reboots. b. When the READY screen appears, press the key twice, key in 13, and press the key. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 84 The communications base is ready to communicate with the Moneris Host over the Internet. Configuring Static Private IP Communications If your terminal is registered to a base that will communicate with the Moneris Host over the Moneris Private IP Network with Static addressing, you will need to configure these parameters.
  • Page 85 READY screen. Note: If the RE-INITIALIZATION REQUIRED message appears, you must perform a re-initialization complete the configuration process. The communications base is ready to communicate with the Moneris Host over the Internet. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 86 Note: The other terminals will continue to be able to communicate with the Moneris host via the reconfigured static IP base. 3. Do a Host Connection check for each terminal registered to the base: a.

  • Page 87: Configuring The Receipt Format

    2. to the end of step 4. As the terminal communicates with the Moneris Host (through the base), the terminal displays PROCESSING to indicate that the transaction is proceeding correctly. Depending on the type of communication, additional status...
  • Page 88 IMPORTANT: Masking is enabled by default (i.e., set to YES). DO NOT change this setting. a. Scroll down to CARD MASKING-M, and press the key. The MERCHANT RECEIPT CARD MASKING? prompt appears. b. Press the key (YES). The PRINTER CFG menu re-appears. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 89 To suppress the printing of a Merchant copy of the receipt for any credit Purchase that qualifies as a signatureless transaction: Note: Merchant copy printing is enabled by default (i.e., set to YES). Moneris recommends that you do not change this setting. a. Scroll down to RCPT LIMIT-M, and press the key.

  • Page 90: Select Number Of Receipts Printed For A Transaction

    1. Scroll down to the option on the terminal, and press the key. 2. Select ENABLED (i.e. press the key). 3. Press the key to confirm that you wish to enable the trailer message. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 91: Reset The Trailer Message To The Original Text

    The RESET MSG TO ITS INITIAL TEXT? prompt appears. c. Press the key (YES) to confirm that you wish to reset the trailer message to the original text. The ACTIVE TRAILER MSG menu re-appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 92: Trailer Message Options

    5 BACK TO BACK TO SCHOOL SPECIAL PRESENT THIS RECEIPT TO CLAIM A FREE BACKPACK WITH YOUR NEXT PURCHASE [These messages are blank and can be used to create personalized messages for your cardholder receipts.] Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 93: Disabling The Backlight

    4. Scroll to DISABLE, and press the key to turn the backlight off permanently. The ADMIN FUNCS menu appears (and the backlight turns off). Note: The backlight will no longer come on when the terminal keys are pressed. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 94: Configuring Corporate (Purchasing) Cards

    Key in your Provincial Tax number, and press the key. The PURCHASING CRD menu appears. 10. Press the key three times to return to the READY screen. The terminal is now ready to process financial transactions using corporate (purchasing) Cards. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 95: Configuring Private Label

    The terminal does not require additional configuration in order to process private label credit cards. However, before using private label cards you must: • contact Moneris to obtain a list of private label card issuers. • contact the private label card issuer and arrange for service from them.
  • Page 96 Scroll down to C BACK AMT 1, and press the key. The CASH BACK PRESET AMOUNT 1 entry screen appears. Note: The Default amount is 10; the amount can range from 10 to 90. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 97 Key in the maximum dollar amount that can be entered at the ENTER CASH BACK prompt, and press the key. The GENERAL PARAMETERS menu reappears. Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 40 = $40.00). Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 98 To enable, press the key (YES). To disable, press the key (NO). The GENERAL PARAMETERS menu reappears. To set the amount of terminal idle time before the green back light turns off automatically: Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 99 Scroll down to CTLS LOGO, and press the key. b. To enable, scroll to ENABLE, and press the key. To disable, scroll to DISABLE, and press the key. The GENERAL PARAMETERS menu appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 100: Configuring Tip Entry - Debit/Credit

    To see how Tip Entry formats affect debit/credit prompting, refer to the "Tip Prompt Formats" table. The TIP ENTRY menu appears. c. Continue at step 6. 6. Press the key repeatedly to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 101: Tip Prompt Formats

    Note: If the Tip percentage parameter is set to zero, the cardholder will automatically be prompted to choose to whether to enter their own Tip as a percentage value or dollar amount. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 102: Configuring Clerk Subtotals

    IMPORTANT: Clerk Subtotals must be cleared manually (by performing a Clerk Subtotals Report) on a regular basis (weekly is recommended). If not, the Moneris Host will automatically clear the totals when the number of transactions for a card type within a Clerk ID reaches 10,000. Add Clerk IDs.

  • Page 103: Identify Clerk Id Entry Method

    Use this function to add the Clerk IDs to be associated with your Merchant ID. The terminal must communicate with the Moneris Host in order to complete this function. The Clerk IDs you enter here can be entered at the ENTER CLERK ID entry screen during transactions and will be used in Clerk Subtotals Reporting.

  • Page 104: Removing Clerk Ids

    When all the Clerk IDs have been added: 6. Scroll down to FINISHED, and press the key. The terminal communicates with the Moneris Host to add the Clerk IDs to the Host then returns to the READY screen. 4.8.4 Removing Clerk IDs Use this function to remove Clerk IDs associated with your Merchant ID.

  • Page 105: Enabling Clerk Subtotalling

    Note: If you are using a Default Clerk ID, you must press the key (NO) to disable this prompt. The CLERK SUBTTL CFG menu reappears. 7. Press the key repeatedly until the READY screen reappears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 106: Enabling The Default Clerk Id

    From the CLERK SUBTTL CFG menu: a. Select DATA LOCATION. b. Select the location: Note: This information is provided by the card manufacturer. TRACK 1 TRACK 2 (This is the default selection.) NAME The CLERK SUBTTL CFG menu reappears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 107: Configuring Multi-Terminal Reporting

    YES. - use only the Close Batch transaction to close the batch on this terminal, press the key to select NO. The terminal communicates with the Moneris Host then returns to the READY screen. 4.9.2 Disabling Multi-terminal Reporting Follow steps 1 through 5 above. At step 6, press the key to select NO.

  • Page 108: Deleting The Terminal Name

    NO. The terminal communicates with the Moneris Host then returns to the READY screen. The terminal name has now been removed from the Moneris Host and the terminal can no longer be closed using the Multi-terminal Report function.

  • Page 109: Initialization

    Host. If you are setting up your terminal for the first time, follow the First Initialization instructions below. From time to time, the Moneris Merchant Service Centre may ask you to re-initialize your terminal if changes have been made to your terminal or your merchant account. Follow the Re-initialization instructions below.

  • Page 110: Restore Factory Defaults

    PLEASE LOGON prompt appears. 4.12 Restore Factory Defaults IMPORTANT: Do NOT use this function unless directed to do so by the Moneris Merchant Service Centre. This function returns the terminal’s parameters to the original factory settings. 4.13 Remote Code Download IMPORTANT: Do NOT use this function unless directed to do so by the Moneris Merchant Service Centre.

  • Page 111: Financial Transactions

    A debit Refund transaction moves funds from your business account to the debit cardholder's chequing or savings account. The Moneris iWL220 point-of-sale terminal can process a variety of financial transactions on cards including debit cards, magnetic stripe credit cards, chip cards, private label credit cards and purchasing/corporate cards.

  • Page 112: Debit Transactions

    When the SWIPE OR INSERT CARD prompt displays, you or the customer insert the card into the terminal chip reader. (For more information about using chip cards, refer to "Using a Chip Cards on the iWL220.") To use Stripe...

  • Page 113: Transaction Flows

    Some debit cards may initiate Cashback and/or Tip, and/or Account & PIN prompting after the terminal has been returned to you, which means you will have to hand the terminal back to the cardholder. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 114: Credit And Debit Transactions

    ENTER XXX AMOUNT entry screen appears (XXX is the tax type, e.g. GST), refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure. If an APPROVED message appears, go to step 4. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 115: Purchase-Void

    "Entering the Clerk ID" procedure. If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice Number" procedure. The SWIPE OR INSERT CARD prompt appears. 6. Enter the card on the terminal: Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 116 (XXX is the tax type, e.g. GST), refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure. 9. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method or Payment type: If APPROVED ###### MERCHANT COPY appears, press the key.

  • Page 117: Refund

    Purchase receipt, and press step 8. entry screen appears. key. c. Key in the Auth # found on the Purchase b. Continue below at step 7. receipt, and press the key. d. Continue below at step 8. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 118: Refund-Void

    (XXX is the tax type, e.g. GST), refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure. 9. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method or Payment type: If APPROVED ###### MERCHANT COPY appears, press the key.
  • Page 119 (XXX is the tax type, e.g. GST), refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure. 9. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method or Payment type: If APPROVED ###### OBTAIN SIGNATURE appears, press the key.

  • Page 120: Pre-Authorizations

    "Entering the Invoice Number" procedure. The ENTER AMOUNT entry screen appears. 4. Key in the amount of the Pre-Auth, and press the key. The SWIPE OR INSERT CARD prompt appears. 5. Enter the card on the terminal: Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 121 ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice Number" procedure. 8. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method: If APPROVED ###### OBTAIN SIGNATURE appears, press the key.
  • Page 122 ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice Number" procedure. 5. The terminal communicates with the Moneris Host, and then one of the following APPROVED messages appears depending on the Card Entry method: If APPROVED ###### OBTAIN SIGNATURE appears, press the key.
  • Page 123 If the ENTER XXX AMOUNT entry screen appears (XXX is the tax type, e.g. GST), refer to the "Entering Reporting Data for Transaction with Purchasing Card" procedure. The terminal communicates with the Moneris Host. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 124 0000 = last four digits of the Card number PA0000 $999.99 PA0000 $999.99 8. Press the key to scroll down the list of uncompleted Pre-Authorization transactions (press the key to scroll up), and then press the key at your selection. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 125 If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID" procedure. If the ENTER INVOICE NO entry screen appears, refer to the "Entering the Invoice Number" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 126: Manually Processing Transactions

    5.5.9 Manually Processing Transactions UNDER Floor Limit If the terminal is down, report the problem to Moneris then follow these instructions to process the transaction manually. Note: In order to process credit (and some debit chip) Purchases and Refunds manually you must have a Paper Sales Draft for the card type (e.g.

  • Page 127: Manually Processing Transactions Over Floor Limit

    Financial Transactions 5.5.10 Manually Processing Transactions OVER Floor Limit If the terminal is down, report the problem to Moneris then follow these instructions to process the transaction manually. Note: In order to process credit (and some debit chip) Purchases manually you must have a paper Sales Draft for the card type (e.g.
  • Page 128 4 digits of the Card number, and press the key. b. Key in the Expiry date, and press the key. The terminal communicates with the Moneris Host. If the TAKE MANUAL IMPRINT OF CARD AND PRESS b. Continue below at step 6.

  • Page 129: Cheque Authorization Transactions

    5. Key in the amount of the cheque, and press the key. The SWIPE CARD prompt appears. 6. Choose a Card Entry method as indicated in the table below, and follow the appropriate instructions: Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 130: Cheque Authorization With A Driver's Licence

    Key in the Expiry date, and press the key. b. Continue below. c. Continue below. The terminal communicates with the Moneris Host. 7. Record the APPROVED number on the back of the cheque. Note: A receipt is NOT printed for Cheque Authorizations. 8. Press the key to return to the READY screen.

  • Page 131: Receipt Processing

    If the P-A ADVICE LIST menu re-appears, complete or cancel another Pre-Auth, or press the key to return to the READY screen. If TRANSACTION NOT FOUND appears, press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 133: The Moneris Loyalty And Gift Programs

    Moneris Ernex Host. IMPORTANT: If you process more than one card plan with Moneris/Ernex, maintain a list of the card names along with the 14-character card description that will be displayed on the terminal screen during step 6 of the Transaction Inquiry report.

  • Page 134: The Moneris Gift Card Program

    The Moneris Loyalty and Gift Programs The Moneris Gift Card Program The Moneris Gift Card program allows you to offer your customers stored-value gift cards for pre-defined dollar values as well as variable-value cards and reloadable cards. Gift Card Transactions •...

  • Page 135: Configuring The Tip Percentage For Gift

    OTHER and then enter their own percentage value or dollar amount. zero The cardholder will automatically be prompted to enter their own Tip as a percentage value or as a dollar amount. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 136: Gift Card Transactions

    Gift Card Transactions Activate a Gift Card This transaction activates a Moneris gift and allows the card to be used as payment for Purchases. IMPORTANT: To control usage of new gift cards, activate them ONLY at the time they are purchased (e.g., do not activate a batch of cards ahead of time.) Gift cards are essentially cash once they are activated.
  • Page 137 READY screen. Gift Card Purchase Use this transaction when a Moneris gift card is presented as payment. If the Purchase amount is greater than the value on the card, the terminal may prompt for payment of the outstanding amount.
  • Page 138 Gift Card Refund Note: Not all Moneris Gift programs process gift Refunds. If a Purchase using a Moneris gift card as payment was processed incorrectly, use this transaction to return the value of the Purchase back on to the card.

  • Page 139: The Moneris Loyalty Program

    The Moneris Loyalty Program The Moneris Loyalty Card program allows you to award loyalty points that can be used for rewards. The program for which you are enrolled determines which prompts will appear during transactions. For example, you may have the option to award bonus points during a loyalty Purchase for one program but not another.

  • Page 140: Loyalty Transactions

    (NO), and "Approved" appears: a. Press the key. The Merchant copy prints, which you retain. b. Press the key. The Cardholder copy prints, which you retain. c. Press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 141 OK" prompt appears, refer to the "Entering the Bonus Code" procedure. One of the following "Redemption-as-dollars" prompts may appear: If the ENTER AMOUNT entry screen appears, refer to the "Entering the Redemption Amount" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 142 OK" prompt appears, refer to the "Entering the Bonus Code" procedure. One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration: If the "Pre-Tax Amount PRESS OK" prompt appears, refer to the "Entering the Pre-Tax Amount" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 143 "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure. If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure. One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration: Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 144 "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Food Amount PRESS OK" or "Amount PRESS OK"), refer to the "Customized Prompt for Benefit Amount Example" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 145: Loyalty/Gift Procedures

    READY screen. 6.4.2 Starting a Loyalty Card Transaction from a Financial Transaction The Moneris loyalty application can be started automatically at the end of a financial transaction (debit/credit) as well as through the Ernex menus.

  • Page 146: Transferring The Balance To A New Gift Card

    A loyalty card redemption for which the amount to be redeemed is greater than the amount on the card. When the BALANCE DUE $#.## PRESS OK prompt appears: 1. Press the key. The BALANCE DUE PAY WITH prompt appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 147: Entering The Optional Information

    6.4.5 Entering the Optional Information The default text of the optional information prompt is"Info Data PRESS OK"; however, the Moneris Ernex Host may send a customized prompt (e.g., "Tracking Code PRESS OK"). If this prompt has been customized, see the Customized Prompt Example below.

  • Page 148: Entering The Activation Amount

    When the ENTER AMOUNT entry screen appears: a. Key in the dollar amount (gift) or points (loyalty) to be made available on the card, and press the key. Go back to the Activation transaction. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 149: Entering The Benefit Amount

    The Moneris Loyalty and Gift Programs 6.4.7 Entering the Benefit Amount The default text of this optional prompt is ENTER BENEFIT AMOUNT; however, the Moneris Ernex Host may send a customized prompt.If this prompt has been customized, see the Customized Prompt Example below.

  • Page 150: Entering The Number Of Points For A Redemption

    6.4.8 Entering the Number of Points for a Redemption The default text of this optional prompt is ENTER NUMBER OF POINTS, however the Moneris Ernex Host may send a customized prompt. If this prompt has been customized, see the Customized Prompt Example below.

  • Page 151: Entering The Bonus Code

    Pre-Auth: To award Bonus points, key in the appropriate Bonus code, and press the key. To bypass awarding Bonus points, simply press the key without entering a value. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 152: Entering The Pre-Tax Amount

    If the amount for which points are to be awarded is the same as the total dollar amount of the Pre-Auth, press the key. Note: Points are not actually awarded until the loyalty Pre-Auth is completed. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 153: Cardholder Prompts - Gift

    Continue the "Cardholder Prompts - Gift" 3. When the RETURN TO CLERK procedure. prompt appears, the cardholder returns the terminal to you. ernex_gift_purchase_htm_purchase_8331 Continue the "Cardholder Prompts - Gift" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 154 3. When the RETURN TO CLERK prompt appears, the cardholder returns the terminal to you. Continue the "Cardholder Prompts - Gift" procedure. Continue the "Cardholder Prompts - Gift" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 155 3. When the RETURN TO CLERK prompt appears, the cardholder returns the terminal to you. Continue the "Cardholder Prompts - Gift" procedure. Continue the "Cardholder Prompts - Gift" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 156: The Menu Feature - Loyalty/Gift

    Opens the loyalty/gift SETUP menu. To access the ERNEX menu, from the READY screen: 1. Press the key. The MAIN MENU appears. 2. Scroll down to ERNEX and press the key. The ERNEX menu appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 157: The Loyalty/Gift Setup Menu

    IMPORTANT: The Loyalty/Gift program requires an additional agreement between the merchant and Moneris Solutions. Please ensure that the necessary agreements are in place before attempting to configure those programs on the terminal. The parameters are listed in the order they appear on the menu. Some items may not appear on the terminal until another feature is enabled.

  • Page 158: The Loyalty/Gift Voucher Header Menu

    The Moneris Loyalty and Gift Programs The ENTER ERNEX ROUTING CODE entry screen appears. To accept the default code, press the key. To change the default code, key in the 2-digit routing code provided by Moneris, and press the key. The SETUP menu reappears.
  • Page 159 3. Scroll up to SETUP and press the key. The SETUP menu appears. 4. Scroll down to PRINTER CONFIG and press the key. The PRINTER CFG menu appears. 5. Press the key to select VOUCHER HEADER. The VOUCHER HEADER menu appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 160: The Loyalty/Gift Report Functions Menu

    REPORT FUNCTIONS Allows you to print: CLOSE BATCH close the current loyalty/gift batch on the Moneris Ernex Host and print a Batch Totals report of all loyalty/gift transactions OPEN BATCH TOT retrieve the gift and loyalty card batch totals by gift and loyalty ID that...

  • Page 161: Loyalty/Gift Admin Transactions

    If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID" procedure. The terminal communicates with the Moneris Ernex Host and the PROCESSING prompt appears then the INQUIRY COMPLETE message appears. 5. Press the key.

  • Page 162: Voiding A Loyalty/Gift Transaction

    5. Key in the REF # that appears on the loyalty/gift card transaction receipt, and press the key. The PROCESSING prompt appears, and then the APPROVED PRESS OK prompt appears. 6. Press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 163: Loyalty/Gift Close Batch

    This function MUST be performed after completing the set up of the Moneris Loyalty/Gift program in order for you to use your terminal to process loyalty/gift transactions. From time to time, the Moneris Ernex Host may ask you to initialize your terminal again if changes have been made to your terminal or your merchant account. Follow the Re-initialization instructions below.
  • Page 164 Note: Acceptable non-digit characters include: P (for pulse line), T (for tone line), *, # and, (comma which causes a dialling pause). The terminal begins communicating with the Moneris Ernex Host. 6. When the initialization to the Moneris Ernex Host is complete, the ERNEX menu reappears. The CLEAR TERMINAL STORAGE? prompt appears. 7. Press the key (NO).

  • Page 165: Loyalty/Gift Reports

    To print the same report for loyalty/gift transactions: Press the key to select YES. The terminal communicates with the Moneris Ernex Host, prints the report then returns to the READY screen. Note: You may be prompted to enter criteria for the loyalty/gift report.

  • Page 166: Printing A Loyalty/Gift Open Batch Totals Report

    ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID" procedure. The terminal prints the report then returns to the ERNEX menu. 5. Press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 167: Loyalty/Gift Transaction Inquiry Report

    7. The CARD NUMBER entry screen appears. To select all Card numbers, simply press the key. To select a specific card, key in the card number, and press the key. 8. The AMOUNT entry screen appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 168: Clerk Subtotalling On Loyalty/Gift Transactions

    The ERNEX menu appears. 3. Scroll down to REPORT FUNCS, and press the key. The REPORT FUNCS menu appears. 4. Scroll down to CLERK INQUIRY, and press the key. The SINGLE/MULTIPLE CLERKS? prompt appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 169: Loyalty/Gift Clerk Subtotals Report For A Group Of Clerks

    8. Scroll down to PROCESS LIST, and press the key. The terminal communicates with the Moneris Ernex Host and then prints: a. The CLERK SUBTOTALS report for each Clerk ID that belongs to the Clerk ID Group b. The OVERALL TOTALS report for the Clerk ID Group.

  • Page 170: Loyalty/Gift Clerk Subtotals Report For One Clerk

    .") Note: You must enter the Clerk ID even if the Default Clerk ID feature has been enabled. The terminal communicates with the Moneris Ernex Host then prints the CLERK SUBTOTALS report and returns to the ERNEX menu. 7. Press the key to return to the READY screen.

  • Page 171: Printing The Loyalty/Gift Configuration Parameters List

    • Moneris Merchant ID (Merch ID) • configuration details for each card type downloaded from the Moneris Ernex Host (e.g., card description, whether Refunds are allowed for this card, etc.) From the READY screen prompt: Note: This will use quite a bit of paper, especially if there are a number of different loyalty/gift cards configured.

  • Page 172: Printing A Loyalty/Gift Help List

    If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card. The terminal displays PRINTING while it prints the report. When the reports are finished printing, the terminal returns to the ERNEX menu. 5. Press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 173: The Air Miles Rewards Program

    There are six main steps to be completed when configuring the terminal to process Air Miles Rewards transaction. Enable the Rewards Program. Select the Program Type. 3. Configure the Program: Configure the Calculator and Factors. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 174: The Air Miles Rewards Setup Menu

    IMPORTANT: The Air Miles Rewards program requires an additional agreement between the merchant and Moneris Solutions. Please ensure that the necessary agreements are in place before attempting to configure those programs on the terminal.

  • Page 175: Planning The Rewards Program Configuration

    Before configuring an Air Miles Rewards program on your terminal, you will need to decide which parameters to use in creating your formula and what values those parameters will have. The parameters are: • Calculator and Factor values Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 176: Rewards Program Planning Worksheet

    Enable Enter Reference Number prompt (circle one): YES or NO Step 4. Configure the Bonus Offers: Number: ________ Description: _________________________ Reward Type (circle one): MULTIPLIER or POINTS If MULTIPLIER selected: Value: _____________ Multiplier Type (circle one): BASE POINTS or BONUS OFFERS Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 177: Reward Program Components - Calculator And Factor Values

    PURCHASE ÷ CALC 1 = REWARDS $10.00 ÷ $2.00 = 5 Description: Calculator 1 is applied to all sales of $2.00 or more, so the cardholder will receive 5 rewards miles for their $10.00 purchase. Example 2 Values: Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 178 CALC 2 = $1.00 FACTOR 2 = 98 PURCHASE = $300.00 REWARDS 1 = 150 MAX PURCHASE 1 = $104.00 MAX REWARDS 1 = 52 PURCHASE 2 = $196.00 REWARDS 2 = 196 Calculation: Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 179: Reward Program Components - Bonus Offer Values

    Some examples are provided below. Example 1: Bonus Offers as Points Example 2: Bonus Offer as a Multiplier applied to base miles Example 3: Bonus Offer as a Multiplier applied to other Bonus Offers Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 180 TOTAL C/ F REWARDS: 115 BONUS OFFER 1: Points per BO Item - 12, Number of BO Items - 3 BONUS OFFER 3: MULTIPLIER applicable to Bonus Offer 1 BO3 MULTIPLIER VALUE: 1.5 Calculation: Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 181: Reward Program Components - Incentive Values

    Incentive Rewards. Description: The cardholder is awarded 115 miles for their purchase. This number of miles is multiplied by the Incentive value of 1.5 to give the cardholder a rewards total of 172 miles. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 182: Order Of Calculation

    If Incentive Value >1.00 and no Bonus Offers are configured then award Total Incentive Rewards. If Incentive Value >1.00 and at least one Points Bonus Offer is configured then calculate the sum of Total Incentive Rewards + Total Points Bonus Offer Rewards. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 183: Rewards Calculation Table

    Multiplier Value x (Points Bonus Offer # N Rewards Rewards) (MBO#N) Total Multiplier Bonus Offer MBO#1 + ... + MBO#N Rewards Total Bonus Offer Rewards (Total Points Bonus Offer Rewards) + (Total Multiplier Bonus Offer Rewards) Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 184: Enable The Rewards Program

    BOTH then both the RETAIL CONFIG option and the WHOLESALE CFG option appear on the REWARD PROGRAM menu. Note: If you select BOTH, the REWARD PURCHASE program selection prompt will appear during Reward Purchases and the REWARD REFUND program selection prompt will appear during Reward Refund transactions. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 185: Configure The Calculator And Factor Values

    Key in the value of Factor 2, and press the key. (min. = 01, max. = 99) The REWARD CFG menu reappears. j. Press the key to return to the REWARD PROGRAM menu. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 186: Configure The Incentive Values

    The INCENTIVE END DATE entry screen appears. m. Key in the last date the Incentive will be applied (YYYYMMDD), and press the key. The REWRD CFG-RETAIL menu reappears. n. Press the key to return to the REWARD PROGRAM menu. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 187: Configure The Maximum Rewards Allowed

    The configuration steps are the same for both the RETAIL and the WHOLESALE program types. The following instructions refer specifically to the Retail program. To configure the Wholesale program, follow these instructions substituting WHOLESALE wherever you see RETAIL. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 188: Configure The Bonus Offers

    To use a multiplier to calculate Bonus Offer miles, select MULTIPLIER, and press the key. The Bonus Offer Setup menu re-appears. g. Scroll down to MULTIPLIER, and press the key. The BONUS OFFR REWRD MULTIPLIER entry screen appears. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 189 The Bonus Offer Setup menu re-appears. To restrict the Bonus Offer to a specific time frame: m. Scroll down to BONUS START DT, and press the key. The BONUS OFFR START DATE entry screen appears. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 190: Configure The Tax Type

    The TAX MODE menu appears. g. Select the method used to calculate the tax, and press the key. The TAX SETUP menu reappears. h. Press the key to return to the REWARD PROGRAM menu. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 191: Configure The Saf Upload Time Period

    The transaction is cancelled, and the terminal returns to the READY screen automatically. 5. Swipe the Air Miles card on the terminal. Key in the Air Miles Card number, and press the key, and then select the language to be used on the cardholder receipt. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 192: Add Bonus Offers During A Rewards Purchase

    YES and apply the Incentive to the miles calculation. Press the key to select NO to continue without applying the incentive. The next prompt appears. Continue the Air Miles Reward Purchase. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 193: Air Miles Rewards - Refund

    The REWARD MENU appears. 3. Scroll down to REFUND, and press the key. The SWIPE ADMIN CARD prompt appears. 4. Swipe your MONERIS POS Admin card. If the ENTER CLERK ID entry screen appears instead, refer to the "Entering the Clerk ID" procedure.

  • Page 194: Add Bonus Offers During A Rewards Refund

    The message UPLOAD SAF appears at the top of the screen while the terminal communicates with the Moneris Host. The transactions are then cleared from the Reward SAF Log and saved in the Reward Transactions Log (listed in the Air Miles Reward Transaction List;...

  • Page 195: Printing The Air Miles Rewards Saf List

    Deleting a transaction from the Air Miles Rewards SAF List If an Air Miles Rewards transactions 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 can delete the transaction from the Air Miles Rewards SAF Log in order to ensure that it is not completed accidentally.

  • Page 196: Printing An Air Miles Rewards Totals Report

    3. Scroll down to REWARD TOTALS, and press the key. If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card. The terminal displays PRINTING while it prints the report and then returns to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 197: Printing The Air Miles Rewards Transaction List

    See printout example. Each program (i.e. RETAIL and WHOLESALE) has a separate section for program parameters including: • Calculator values • Factor values • Incentive values, descriptions and dates Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 198: Printing An Air Miles Rewards Help List

    3. Scroll down to REPRINT, and press the key. A duplicate of the most recently printed Rewards receipt is printed. The terminal returns to the REWARD MENU. 4. Press the key to return to the READY screen. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 199: Admin Transactions

    3. Press the key to select LOGON. If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card. 4. The terminal communicates with the Moneris Host. 5. The READY screen appears. The terminal is now ready to process transactions.

  • Page 200: Private Label Instant Credit Card Application

    (EDIT) to edit/key in the Middle initial (and then key in a character, and press the key). If the ENTER MIDDLE INITIAL entry screen appears, key in the applicant's Middle initial, or leave this field blank, and press the key. The ENTER HOME TELEPHONE # entry screen appears. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 201 11. Scroll down to select the applicant's Preferred Language, and press the key. PROCESSING is displayed on the terminal as it communicates with the Moneris Host. The Merchant copy of the receipt is printed. 12. Have the applicant sign the Merchant copy.

  • Page 202: Training Mode

    8.4.1 Training Mode Training mode allows you and your employees to practise operating the Moneris terminal without affecting your terminal total amounts, your financial accounts, and your customers’ accounts. Note: Once you enter Training mode you can not change the terminal language. If you wish to change the terminal...
  • Page 203 Voids a Refund Swipe Insert Swipe Insert Functions Reporting Functions Admin Functions CLOSE BATCH REPRINT TRANS LIST BACKLIGHT TRANS INQUIRY TRAINING DEPOSIT TOTALS CREDIT APP MERCH SUBTOTAL POWER OFF TIP TOTALS CLERK INQUIRY PRE-AUTH LIST Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 204: Loyalty/Gift Reports

    Loyalty card Receipt 8.4.3 Loyalty/Gift Reports Close Loyalty/Gift Batch Stored Loyalty/Gift Transactions Loyalty/Gift Transaction Inquiry Clerk Inquiry on Loyalty/Gift Transaction Loyalty/Gift Tip Totals Air Miles Rewards Transactions and Functions Purchase Refund Reprint Help List Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 205: Entering Training Mode

    If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card. IMPORTANT: All transactions performed on the terminal will now be in normal mode. They WILL affect your terminal totals, your financial accounts, and your customers’ accounts. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 207: Reports

    The MULT CLERKS(00 PEND) prompt appears. 5. Scroll down to ALL CLERKS, and press the key. The terminal communicates with the Moneris Host then prints: a. The CLERK SUBTOTALS report for each Clerk ID b. The OVERALL TOTALS report for all Clerk IDs.

  • Page 208: Clerk Subtotals Report For A Group Of Clerks

    "Entering alphabetic characters and punctuation.") Note: You must enter the Clerk ID even if the Default Clerk ID feature has been enabled. The terminal communicates with the Moneris Host then prints the CLERK SUBTOTALS report and returns to the READY screen. If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report after a Financial...

  • Page 209: Printing The Configuration Parameters Report

    Note: This will use quite a bit of paper, especially if there are a number of trailer messages configured. The terminal displays PRINTING while it prints the report then returns to the READY screen. If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report after a Financial Report" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 210: Emv Parameters List

    The REPORT FUNCS menu appears. 3. Scroll to CLOSE BATCH, and press the key. The terminal communicates with the Moneris Host. If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 211: Deposit Totals Inquiry

    The terminal finishes printing the report and returns to the READY screen. Deposit Totals Inquiry The Deposit Totals Inquiry report provides transaction type totals by card type from the Moneris Host and grand totals by transaction type. Note: Visa Debit transactions may appear under "VISA" totals on the report (i.e., there may be no distinction between Visa credit and debit transactions).

  • Page 212: Printing A Help List

    If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card. The terminal displays PRINTING while it prints the report then returns to the READY prompt. If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report after a Financial Report" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 213: Merchant Subtotals Report

    Reports Merchant Subtotals Report This function prints the merchant totals for the current batch from the Moneris Host. Note: Visa Debit transactions are included in "VISA" totals on the report (i.e., there is no distinction between Visa credit and debit transactions).

  • Page 214: Delete A Pre-Authorization Using Transaction Inquiry

    A = Advice VP = Void Purchase VR = Void Refund Y = Payment VY = Void Payment NNNN = last 4 digits of the Card number 999.99 = last 5 digits of the transaction amount Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 215: Private Label Transactions On Reports

    Private label transactions appear as a separate card type on all reports that include credit card transactions including: • Stored Transactions List • Transaction Inquiry • Deposit Total Inquiry • Clerk Subtotals Inquiry • Multiple Terminal Report • Merchant Subtotals Report • Current Batch Totals Report • Tip Totals Report Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 216: Printing A Stored Transactions Report

    "CHIP" will appear on the same line as the card name if a chip card was inserted for that transaction. The terminal prints the report then returns to the READY screen. If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report after a Financial Report" procedure. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 217: Transaction Inquiry Report

    7. The ENTER AMOUNT entry screen appears. To select all transactions regardless of amount, simply press the key. To select transactions of a specific amount, key in the amount and press the key. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 218: Printing A Transaction Inquiry Report

    B. The terminal displays PRINTING while the report is printed. If the PRINT ERNEX REPORT? appears, refer to the "Printing a Loyalty/Gift Report after a Financial Report" procedure. The terminal returns to the READY prompt. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 219: Transaction Inquiry - Reprinting The Merchant Receipt Copy

    Trans Inquiry menu. To select another transaction to reprint, scroll through the list until the transaction is highlighted then press the key. To return to the READY screen, press the key repeatedly. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 221: End-Of-Day Procedure

    If the Air Miles Rewards program is enabled on your terminal, reward transactions are saved on the terminal then forwarded to the Moneris Host in small groups. You do not need to process an administrative transaction in order to close Air Miles transactions. It is recommended, however, that you check at the end of the day to ensure all Air Miles Rewards transactions have been forwarded to the Moneris Host.

  • Page 222: Multi-Terminal Reports

    10.2.1 Multi-Terminal Report for All Terminals This function does not compare totals stored in the terminal memory to totals stored on the Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals Report (selected in step 5) or print a...

  • Page 223: Multi-Terminal Report For One Or More Terminals By Name

    10.2.2 Multi-Terminal Report for One or More Terminals by Name This function does not compare totals stored in the terminal memory to totals stored on the Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals Report (selected in step 5) or print a...

  • Page 224: Multi-Terminal Report For One Or More Groups Of Terminals

    10.2.3 Multi-Terminal Report for One or More Groups of Terminals This function does not compare totals stored in the terminal memory to totals stored on the Moneris Host. Therefore, ensure your receipts balance to the total of the Deposit Totals report (selected in step 5) or print a...

  • Page 225: Troubleshooting

    Voice Authorizations 11.3 Merchant Direct Log in to Merchant Direct, and use the Message Centre to send a secure message directly to the Moneris Merchant Service Centre. Visit moneris.com/merchantdirect for more information. Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 226: Troubleshooting

    IMPORTANT: If you are using PUBLIC IP communication, you may need to contact your ISP for assistance before contacting Moneris. Check the Error Message or Hardware Problem resolution to determine if this is the case.
  • Page 227 - The REFUND LIMIT EXCEEDED prompt appears. ASSERT Contact the Moneris Merchant Service Centre for assistance. BASE BUSY There may be more than seven terminals registered to the same communications base. PLEASE WAIT -Ensure that there are no more than five terminals registered to a communications base.
  • Page 228 - For a keyed in credit Card number or a debit card: cancel the transaction and request another form of payment. - For a private label card: cancel the transaction. Direct the cardholder to report the problem to their card issuer. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 229 If the problem is not fixed: Press the key. The terminal will complete the transaction. Fix the problem then reprint the transaction. Note: Transactions should not be performed until the printer problem is fixed. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 230 PROBLEM WITH Press the key to return to the READY screen. ERNEX Contact the Moneris Merchant Service Centre for assistance. CONTACTLESS TRANSACTION LIMIT EXCEEDED CUSTOMER - A chip card was swiped on the Magnetic Stripe Card Reader instead of inserted into the INSERT CARD chip card reader.
  • Page 231 READY screen. IMPORTANT: The terminal must be initialized before any other transactions (loyalty/gift or debit or credit) can be performed. Try to re-initialize again. If this does not work, Contact the Moneris Merchant Service Centre for assistance. ERNEX...
  • Page 232 Troubleshooting ERROR MESSAGE PROBLEM & SOLUTION ERROR 407 The application did not send the final message to the Moneris Host. The transaction is ACK NOT SENT considered cancelled. - Press the key. - If a chip card was used in the transaction, remove the chip card.
  • Page 233 ERROR MESSAGE PROBLEM & SOLUTION HOST CONNECTION The terminal has attempted to connect to the Moneris Host and has failed. The terminal FAILED will display this message for 3 seconds then return to the previous prompt. Wait for a few minutes, and then try the transaction again. If the message reappears, do the following: 1.
  • Page 234 ID ERROR - Check the Merchant ID. - Retry the Initialization. If the Merchant ID was entered correctly and the message re-appears, contact the Moneris Merchant Service Centre for assistance. INITIALIZATION If the Initialization process is not successful, the terminal will automatically retry the FAILED Initialization once.
  • Page 235 The number that was keyed in is not the correct length. Key in a 10-digit phone number (including the area code but without any spaces). INVALID Contact the Moneris Merchant Service Centre for assistance. TAG LIST INVALID TIME The time entered is not a valid time.
  • Page 236 The Merchant ID entered does not match the Merchant ID in the terminal's configuration. ERROR Check the ID, and re-enter it when the prompt re-appears. If the Merchant ID was entered correctly and the message re-appears, contact the Moneris Merchant Service Centre for assistance. MISMATCHED...
  • Page 237 - Press the key. - Request an alternate form of payment. PLEASE LOGON The terminal has been logged off to protect it from attempts to perform unauthorized transactions. Perform a Logon transaction. Moneris iWL220 Short-Range Mobile Operating Manual...
  • Page 238 Retry the transaction. If problem persists, contact the Moneris Merchant Service Centre for assistance. RETRY - SYSTEM The Moneris Host or the Third Party Host was unable to process the transaction. TIME OUT ### Retry the transaction. If the problem persists, contact the Moneris Merchant Service Centre for assistance.
  • Page 239 SAF Upload then retry the function. SYSTEM PROBLEM One or more of the messages sent between the terminal and the Moneris Host are missing PLEASE RETRY data or have incorrect data. Wait for a few minutes then try the transaction again.
  • Page 240 - Corporate WAN: Call your corporate help desk to confirm that the corporate WAN is functioning properly. 3. If the message reappears, contact the Moneris Merchant Service Centre for assistance. TERMINAL DATA If the Initialization retry is not successful, contact the Moneris Merchant Service Centre ERROR, CONTACT for assistance.
  • Page 241 Check the value and enter a valid value. 15 MINUTES VALID VALUES Backlight delay time is not valid. ARE FROM 15 TO Check the number of seconds entered and enter a valid value when the prompt re-appears. 999 SECONDS Moneris iWL220 Short-Range Mobile Operating Manual...

  • Page 242: Hardware Problems

    If terminal does not display an error message but is not functioning correctly, review this list of hardware problems to find suggested solutions. IMPORTANT: If you are using PUBLIC IP communication, you may need to contact your ISP for assistance before contacting Moneris. Check the Hardware Problem resolution to determine if this is the case. HARDWARE SOLUTION PROBLEM The battery is almost empty.
  • Page 243 - Try inserting a different card. If this card can be read, the problem is with the first card. won't read cards Request another form of payment. - If the card reader still won't read cards, contact the Moneris Merchant Service Centre for assistance. Display screen is The terminal may be in Stand-by Mode.

  • Page 244: Understanding Declined Messages

    Contact the Moneris Merchant Service Centre for assistance. TOTALS NOT If a Close Batch transaction is sent to the Moneris Ernex Host when there are no transactions at AVAILABLE is the Host, the report prints only a header, footer, and the text "312 -- TOTALS NOT printed on a Close AVAILABLE."...
  • Page 245 If the problem persists, advise the debit cardholder to contact their branch. CANCELLED Request another form of payment. DECLINED The terminal has not been set up on the Moneris Host to process that card type. CARD NOT SETUP Call the Moneris Merchant Contact Centre for assistance. DECLINED Call the Moneris Merchant Contact Centre for assistance.

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