Page 1 Moneris Mobile 8300 OPERATING MANUAL Software Version 3.36A Documentation v1.1.01 Documentation Date: June 13, 2011...
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 Corporate Cards....................30 2.2.14 The Ernex Program ..................30 Procedures........................31 2.3.1 Powering Up the Mobile 8300.................32 2.3.2 Powering Down the Mobile 8300 ..............33 2.3.3 Loading Paper in the Integrated Printer ............33 2.3.4 Selecting the Terminal Language ..............34 Mobile 8300 Operating Manual Version 1.1.01...
Page 4 Changing the Manager Password ..............42 2.3.19 Requesting a Code 10 Authorization ...............43 2.3.20 Dealing With Disputed Debit Transactions.............43 CHAPTER THE MONERIS MOBILE 8300 HARDWARE ............45 The Moneris Mobile 8300 Duet Terminal ..............45 Backlight........................46 Setting up the Terminal....................46 Wireless Signal Status Icons ..................47 3.4.1 The Antenna Icon.....................47...
Page 5 Clerk ID Prompting ..................65 5.6.2 Using a Default Clerk ID.................65 5.6.3 Clerk Sub-Totalling ..................66 5.6.4 Adding Clerk IDs (including the Default Clerk ID).........66 5.6.5 Deleting Clerk IDs...................67 Configuring Invoice Number Prompting ...............67 Configuring Multi-Terminal Reporting .................67 Mobile 8300 Operating Manual Version 1.1.01...
Page 6 Manually Processing Credit Transactions ............81 CHAPTER ADMIN TRANSACTIONS ..................83 Logging On ........................83 Logging Off ........................83 Re-Initializing the Terminal...................84 Demo Mode Transactions ....................84 7.4.1 Financial Transactions..................85 7.4.2 Functions ......................85 Entering Demo Mode.....................86 Exiting Demo Mode.......................87 Mobile 8300 Operating Manual Version 1.1.01...
Page 7 Ernex Redemption with a Loyalty Card............102 The Menu Feature in Ernex ..................103 9.5.1 The Ernex Gift & Loyalty Transactions Menu..........103 9.5.2 The Ernex Reports Menu ................103 9.5.3 The Ernex GIFT & LOYALTY Setup Menu ...........104 Mobile 8300 Operating Manual Version 1.1.01...
Page 8 11.1 Additional Documentation...................123 11.2 Telephone Assistance....................123 11.3 Merchant Direct Secure Message Centre..............124 11.4 Error Messages on the Moneris Mobile 8300 Terminal..........124 11.5 Ernex Error Messages on the Moneris Mobile 8300............129 11.6 Solving Hardware Problems ..................130 Mobile 8300 Operating Manual Version 1.1.01...
Page 9: Chapter 1. Introduction
Learning About the Terminal The Moneris Mobile 8300 terminal is a stand-alone, long-range wireless Debit and Credit card payment system that connects to the point-of-sale (POS) services provided by Moneris Solutions.
Page 10: Caring For The Terminal
Moneris Solutions and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
Page 11: Chapter 2. Features And Procedures
The terminal can accept credit cards and debit cards with the new chip technology on them as well as the traditional magnetic stripe. Standard Features These features are available and enabled on all Moneris Mobile 8300 terminals. • Backlight •...
Page 12: Card Information Security
Expiry Date on Receipts The credit card expiry date is not printed on receipts for credit card transactions. Expiry Date on Reports The credit card expiry date is printed in full on all reports containing transaction details. Mobile 8300 Operating Manual Version 1.1.01...
Page 13: Communications Status
2.1.3 Communications Status The terminal connects to the Moneris Host each time you begin a transaction (it does not make any noise when it attempts to connect). As the terminal communicates with the Moneris Host, it displays "Processing" to indicate that the transaction is proceeding correctly. If there is a problem with the communications, an error message will appear.
Page 14 DEBIT & CREDIT GIFT & LOYALTY The Applications Menu To access the applications menu from any screen: Press the * (ASTERISK) key. Note: For instructions on navigation through the menus, see The Menu Feature. Mobile 8300 Operating Manual Version 1.1.01...
Page 15 The Pre Auth Menu To access the Pre Auth menu: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Select Pre Auth. Mobile 8300 Operating Manual Version 1.1.01...
Page 16 Feature. The REPORTS Menu This menu allows you to produce a variety of reports containing information about transactions stored in the terminal memory, transactions stored on the Moneris host and the configuration of the terminal. The terminal must be initialized before this menu can be accessed.
Page 17 Language initialize the terminal to the Moneris host Initialize log the terminal on to the Moneris host Host Logon log the terminal off of the Moneris host Host Logoff display application version information (press the green...
Page 18 Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Mobile 8300 Operating Manual Version 1.1.01...
Page 19: Idle Timeout
Idle Timeout Sets the number of seconds the error message is displayed before the terminal returns the "Swipe or Insert Card" prompt. Key in number of seconds and press the green OK key. Mobile 8300 Operating Manual Version 1.1.01...
Page 20 2. Features and Procedures PABX Code Do Not change this parameter unless directed to do so by Moneris. Not used Histories Limit Do Not change this parameter unless directed to do so by Moneris. Idle Time Fmt Sets the time format of the clock displayed on the transactions menu.
Page 21 Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Header Line 2 to 5 The third through sixth lines of text that appears after your merchant name and address at the top of the receipt.
Page 22 Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Term Id The Moneris Terminal ID.
Page 23 Off (default) TipNone Enables/disables the display of the No Tip option on Enhanced Tip Processing. Off (default) Note: The EnhancedTipProc parameter must be enabled. Ask Inv Num? Enables/disables the Invoice #: prompt. Off (default) Mobile 8300 Operating Manual Version 1.1.01...
Page 24 Pri Auth Phone The Moneris phone number is automatically loaded into this parameter during initialization. If blank, key in the Moneris authorization phone number and press the green OK key. Sec Auth Phone The Moneris phone number is automatically loaded into this parameter during initialization.
Page 25: Baud Rate
Tone (default) Pulse Moneris Host Parameters (Edit Hosts Menu) Use the Edit Hosts menu to edit Moneris Host parameters. Transactions menu > CONFIGURATION menu (press the green OK key) > Setup menu > Host > Edit Hosts menu Note: For instructions on navigation through the menus, see The Menu Feature.
Page 26 Note: For instructions on navigation through the menus, see The Menu Feature. IMPORTANT: Do Not Edit the parameters in this menu unless directed by Moneris. Only some of the menu's parameters are listed below. You can ignore all other parameters. Merchant Number Do Not Change .
Page 27 The URL is automatically loaded into this parameter during Initialization. This is the same value as Auth URL. If blank, key in the Moneris URL and press the green OK key. Pri Sett Port The port number is automatically loaded into this parameter during Initialization. This is the same value Pri Auth Port.
Page 28 Display on Menu options: Password-Level options: None Manager Main Menu/Keys Select Slct to display and edit the following sub-items: • REPRINT • Password Level • REPORTS • Password Level Mobile 8300 Operating Manual Version 1.1.01...
Page 29 Display on Menu • Password Level • Batch Close • Display on Menu • Password Level • Batch Review • Display on Menu • Password Level • Batch Clear • Display on Menu • Password Level Mobile 8300 Operating Manual Version 1.1.01...
Page 30 Display on Menu • Password Level • Host Logon • Display on Menu • Password Level • Host Logoff • Display on Menu • Password Level • Contrast • Display on Menu • Password Level Mobile 8300 Operating Manual Version 1.1.01...
Page 31 The following items are not editable: • Quick Setup • Phone • Terminal • Communications • IP Hosts • REPRINT • REPORTS • CONFIGURE SERVER • DOWNLOAD • TERM DOWNLOAD • BATCH HIST RPTS Mobile 8300 Operating Manual Version 1.1.01...
Page 32: Demo Mode
2.1.5 Demo Mode Demo Mode allows you and your employees to practice operating the Moneris Mobile 8300 terminal WITHOUT affecting your terminal total amounts, your financial accounts or your customers’ accounts. Note: Demo Mode is available only if you close your terminal batches on the terminal (Merchant Close).
Page 33: Optional Features
Optional Features These features may be available on your terminal depending on the configuration of your Merchant ID on the Moneris Host. If a feature is available on your terminal and you want to use it, you must enable and configure it.
Page 34: Signatureless Transactions
Receipts. 2.2.3 Tip Processing Tip Processing on the Mobile 8300 has a number of features. Basic Tip Processing You can configure the terminal to prompt customers for a tip amount on Purchase, Pre-Authorization Completion and Advice transactions. If the customer enters a tip amount greater than 0, the amount is printed on the receipt below the base amount.
Page 35: Cashback
Merchant ID. IMPORTANT: Clerk Subtotals must be cleared 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 processed by a Clerk ID reaches 10,000.
Page 36: Invoice Number Prompting
If the numbers are invalid, the transaction cannot continue. This feature is enabled on the Moneris Host. For PAN Fraud Control procedures, see Responding to Basic Transaction Prompts.
Page 37: The Manager Password
There are a number of factors that affect whether the terminal prompts for a Manager Password including how the terminal is set up on the Moneris Host and how you have configured the use of passwords on the terminal.
Page 38: Private Label Cards
Loyalty Points: allows you to reward customer loyalty by awarding points based on the dollar value of purchases a cardholder makes. This is available for small businesses as the Moneris Loyalty Card program and as a customized program for national chains.
Page 39: Procedures
2. Features and Procedures Procedures Listed below are some of the more common procedures followed on the Mobile 8300. For other, more specific procedures, see Financial Transactions, Admin Transactions, Reports, End-of- Day Procedure Demo Mode Transactions. • Powering up the terminal •...
Page 40: Powering Up The Mobile 8300
The 8300 Charge Base 2-part Power Cable IMPORTANT: You must use the exact power adaptor and cable provided with the charging base by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to, the terminal.
Page 41: Powering Down The Mobile 8300
2.3.2 Powering Down the Mobile 8300 The Moneris Mobile 8300 terminal does not have an ON/OFF switch. To help reduce battery usage, power down the terminal when you are not using it. The terminal will power off automatically when it is has remained in...
Page 42: Selecting The Terminal Language
One language can be selected for the Merchant and another for the Customer. Selecting the Merchant Language The Merchant Language is used on merchant terminal prompts, the merchant copy of receipts and reports. The language is initially set on the Moneris Host but it can be changed anytime through CONFIGURATION menu.
Page 43: Responding To Basic Transaction Prompts
Enter PIN & OK: Key in their PIN (Personal Identification Number) and press the green OK key. Remove Card Remove the chip card from the reader. Return to Clerk Return the device to you. Mobile 8300 Operating Manual Version 1.1.01...
Page 44: Entering A Tip Amount
IMPORTANT: Basic Tip Processing must be enabled in order for Enhanced Tip Processing to work. To configure Tip Processing, see Configuring Tip Processing. Mobile 8300 Operating Manual Version 1.1.01...
Page 45: Entering A Cashback Amount On A Debit Transaction
Note: If prompted for an Invoice Number during a Corporate Card Purchase transaction, you must key in a number with a maximum of 7 characters.. To configure Invoice Number Prompting, see Configuring Invoice Number Prompting. Mobile 8300 Operating Manual Version 1.1.01...
Page 46: Finding A Transaction's Sequence And Orig Auth Numbers
The Orig Auth # is used to select transactions from the terminal memory to process Refunds. To process a Refund: Use the Orig Auth # (Appr Code) on the receipt of the transaction you want to refund. Mobile 8300 Operating Manual Version 1.1.01...
Page 47: Signing Credit Card Receipts
Customer copy of the receipt. 4. If the "Prnt Cust Copy?" prompt appears: a. Select Yes to print the Customer Copy of the receipt. b. Select No to return directly to the transactions menu. Mobile 8300 Operating Manual Version 1.1.01...
Page 48: Printing A Cash Receipt
6 ALPHA ALPHA 5 ALPHA ALPHA [space] 0 ALPHA ALPHA 9 ALPHA ALPHA ALPHA 6 ALPHA ALPHA ALPHA 8 ALPHA ALPHA 1 ALPHA [period] Note: Use the yellow CORR key to delete single characters. Mobile 8300 Operating Manual Version 1.1.01...
Page 49: Cancelling A Transaction
Invoice Numbers. 2.3.16 Cancelling a Transaction Note: Once the terminal has begun communicating with the Moneris host, i.e., once the "Processing" message is displayed, the transaction can no longer be cancelled. To cancel a transaction: Press the red CANC ANNUL key.
Page 50: Cancelling A Report
7. Select Exit then select the green OK key to save changes. 8. Press the red CANC ANNUL key then press the * (ASTERISK) key to return to the applications menu. The Manager Password. Mobile 8300 Operating Manual Version 1.1.01...
Page 51: Requesting A Code 10 Authorization
During a transaction, if you feel that a customer, card or transaction is suspicious and needs investigating, call the Moneris Merchant Service Centre and state that the call is a Code 10. This will alert the Moneris agent without alarming your customer. The operator will ask you some "Yes/No" questions and then provide instructions.
Page 52 2. Features and Procedures Mobile 8300 Operating Manual Version 1.1.01...
Page 53: Chapter 3. The Moneris Mobile 8300 Hardware
3. The Moneris Mobile 8300 Hardware The Moneris Mobile 8300 Duet Terminal The terminal consists of: • a hand-held wireless terminal with: • an integrated PINpad • an LED status light • a backlit display • a backlit keypad •...
Page 54: Backlight
3. The Moneris Mobile 8300 Hardware Backlight Both the screen and the keypad light up to make it easier to read the screen and locate the keys in low- light locations such as restaurants. The backlight will turn off automatically when the terminal has remained at the...
Page 55: Wireless Signal Status Icons
3. The Moneris Mobile 8300 Hardware Wireless Signal Status Icons The terminal must be within the coverage area of the wireless service provider in order to process transactions. If the either the wireless signal status icon or the antenna icon does not appear, the terminal cannot process transactions.
Page 56: The Terminal Keypad
3. The Moneris Mobile 8300 Hardware The Terminal Keypad The Mobile 8300 keypad and purple function keys The terminal keypad contains alphanumeric keys and function keys. 3.5.1 Alphanumeric Keys These keys allow you to enter amounts for transactions, text for receipt messages and selection criteria for reports.
Page 57: The Magnetic Stripe Card Reader
3. The Moneris Mobile 8300 Hardware NAME ALLOWS YOU TO... CORR - clear the last character or number entered (by the cardholder or the merchant) - return to the previous cardholder prompt if no value is currently displayed for the...
Page 58: The Chip Card Reader
3. When the "Remove Card" prompt appears, pull the card gently out of the chip card reader. The Integrated Printer A thermal printer is integrated into the Moneris Mobile 8300 terminal. It prints black text on white, one- part thermal paper.
Page 59: Inserting The Sim Card
3. The Moneris Mobile 8300 Hardware Inserting the SIM Card SIM Card Slot - No SIM Card SIM Card Slot with SIM Card Remove the battery from the terminal. 2. Insert the SIM card in to the top right slot marked SIM.
Page 60 3. The Moneris Mobile 8300 Hardware Mobile 8300 Operating Manual Version 1.1.01...
Page 61: Chapter 4. Battery Management
The Mobile 8300 is powered by a removable Li-ion battery. IMPORTANT: You must use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and/or battery and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
Page 62: Removing The Battery
This is available for purchase. IMPORTANT: When charging a battery for the first time, it must be fully charged before it is used. This will take approximately 6 hours. Mobile 8300 Operating Manual Version 1.1.01...
Page 63: The Charging Cable For Use In Your Vehicle
Moneris Solutions 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 the battery and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
Page 64: The Charging Base
Moneris Solutions and use only batteries provided by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal, the battery and/or the charging base and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
Page 65: Power Port On The Charging Base
Moneris Solutions 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 the battery and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions.
Page 66: Battery Charge Level
Battery is empty. The terminal will power off unless a charged battery is attached to the terminal or the terminal is placed on a charging base. Mobile 8300 Operating Manual Version 1.1.01...
Page 67: Led Status Light On The 8300
In sleep mode, the backlight is off and the screen displays **SLEEP MODE** above the application menu. To exit sleep mode, press any key on the terminal. Note: The terminal will not go into sleep mode when it is seated on the charging base. Mobile 8300 Operating Manual Version 1.1.01...
Page 68 4. Battery Management Mobile 8300 Operating Manual Version 1.1.01...
Page 69: Chapter 5. Configuring Your Terminal
5. Configuring Your Terminal Your Mobile 8300 terminal can be set up to accept and process a variety of cards including debit cards, credit cards, Private Label credit cards, and corporate (a.k.a. purchasing) credit cards. The terminal can also be set up to support gift card programs and loyalty programs.
Page 70: Parameters
28123456) and press the green OK key. 6. Select Next until “Merch Num” appears. 7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g. 0030212345678) and press the green OK key. Note: Your Moneris Merchant ID was provided to you when Moneris contacted you to confirm your terminal order.
Page 71: Configuring Receipt Printing
Basic Tip Processing To enable Basic Tip Processing: 1. Set the Tip Processing parameter to On - Prompt. 2. Set the Tip % nn.nn parameter to 0. Note: Tip Processing is skipped on Signatureless Transactions. Mobile 8300 Operating Manual Version 1.1.01...
Page 72: Enhanced Tip Processing
0 (e.g., for 15%, key in 1500). 2. Set the Tip Processing parameter to On - Prompt. Note: Tip Percentage is skipped on Signatureless Transactions. For Tip Processing customer entry procedures, see Entering a Tip Amount. Mobile 8300 Operating Manual Version 1.1.01...
Page 73: Configuring The Cashback Feature
Note: Clerk ID prompting must be disabled in order to use a default Clerk ID. Before setting a Clerk ID as the default, you must add it to your terminal. IMPORTANT: If you have more than one terminal, use must configure the Default Clerk ID on each terminal individually. Mobile 8300 Operating Manual Version 1.1.01...
Page 74: Clerk Sub-Totalling
To continue adding Clerk IDs, repeat step 5. You can add a maximum of 20 Clerk IDs at one time. Once 20 Clerk IDs have been entered for addition, the terminal communicates with the Moneris Host to add the Clerk IDs to the Host.
Page 75: Deleting Clerk Ids
To continue removing Clerk IDs, repeat step 5. You can remove a maximum of 20 Clerk IDs at one time. Once 20 Clerk IDs have been entered for removal, the terminal communicates with the Moneris Host to remove the Clerk IDs from the Host.
Page 76: Adding A Terminal Name
Punctuation. The "Send to Host?" prompt appears. 6. Select Yes to send the terminal name to the Moneris Host to be added to and associated with your Merchant Number. The terminal communicates with the Moneris Host then displays "APPROVED" and beeps.
Page 77: Configuring Private Label Cards
Contact the Private Label card Issuer and arrange for service from them. • Notify Moneris that you will be using this service to ensure that your terminal's initialization parameters are updated on the Moneris Host. • Re-Initialize your terminal. 5.12 Configuring Corporate Cards 5.12.1 Enabling the Corporate Card Feature...
Page 78: Initializing Your Terminal
5. Configuring Your Terminal 5.13 Initializing Your Terminal This function sends information about the terminal to the Moneris Host and receives additional parameters and information from the Host. The instructions below are for initializing your terminal the FIRST time. For instructions on performing subsequent initializations, see Re-Initializing Your Terminal.
Page 79: Chapter 6. Financial Transactions
The Moneris Mobile 8300 Point of Sale terminal can process various financial transactions on a number of card types. The matrix below displays the supported card types and the transactions each card type supports.
Page 80: Transaction General Guidelines
The chip card must remain inserted in the reader until the “Remove Card” prompt appears on the display. Note: Unless the device prompts otherwise, do not swipe a chip card even if it has a magnetic stripe. 6.3.3 Manual Entry Manually Processing Credit Card Transactions. Mobile 8300 Operating Manual Version 1.1.01...
Page 81: Transaction Procedures
2. To begin the transaction, select Refund. If the "Password:" prompt appears, key in the Manager Password and press the green OK key. 3. Key in the Refund amount and press the green OK key. Mobile 8300 Operating Manual Version 1.1.01...
Page 82: Processing A Correction (Void)
Personalized Receipts Signing Credit Card Receipts). Note: If processing the Correction on a Private Label Card, you may be prompted for a Promo Code. For details on basic prompts, see Responding to Basic Transaction Prompts. Mobile 8300 Operating Manual Version 1.1.01...
Page 83: Processing A Pre-Authorization
OK key (see Finding Sequence and Orig Auth Numbers). If the message "No Record Found" appears, repeat step 2. The terminal displays the following information about the Pre-Authorization: Seq#: Card Name Transaction Type Card Number Amount Mobile 8300 Operating Manual Version 1.1.01...
Page 84: Processing A Pre-Authorization Deletion
B. Key in the 6-digit Sequence Number printed on the Pre-Authorization transaction’s receipt and press the green OK key (see Finding Sequence and Orig Auth Numbers). If the message "No Record Found" appears, repeat step 3. b. To retrieve by Account Number: A. Select Acct. Mobile 8300 Operating Manual Version 1.1.01...
Page 85: Processing An Advice
4. Follow the terminal prompts below: a. At the “Auth #:” prompt, key in the Voice Authorization Number that you wrote on the paper sales draft when you called the Moneris Merchant Service Centre for Voice Authorization and press the green OK key.
Page 86: Transacting A Purchase On A Corporate Card
The xST Amt: entry screen appears. 5. Key in the tax amount and press the green OK key, or simply press the green OK key to leave this blank. The "Reference #:" entry screen appears. Mobile 8300 Operating Manual Version 1.1.01...
Page 87: Transacting A Payment On A Private Label Card
Private Label card provider and press the green OK key, or simply press the green OK key to leave this blank. The terminal communicates with the Moneris Host. 7. Please wait while the terminal processes the transaction.
Page 88 Private Label card provider and press the green OK key, or simply press the green OK key to leave this blank. The terminal communicates with the Moneris Host. 5. Please wait while the terminal processes the transaction.
Page 89: Manually Processing Credit Transactions
If the transaction amount is higher than your floor limit, Manual Credit Transaction Over Floor Limit. Note: Floor limits are established by Moneris. Contact your Moneris account manager for more information. Manually Processing Credit Transactions UNDER the Floor Limit If the terminal is down, report the problem to the...
Page 90 (3 or 4 digit V-code on the back of the credit card) and Voice Authorization Number. 2. Attach the Merchant Copy of the terminal's receipt to the Merchant Copy of the Sales Draft and retain the two copies for your records. Mobile 8300 Operating Manual Version 1.1.01...
Page 91: Chapter 7. Admin Transactions
3. Scroll down and select Host Logon. 3. At the "Password:" prompt, key in the Manager Password and press the green OK key. The terminal communicates with the Moneris host, displays "Logon Successful" then returns to the transactions menu. The terminal is now ready to process transactions. If this is your first time using the terminal, use the Demo Mode to practice performing transactions.
Page 92: Re-Initializing The Terminal
If the "Password:" prompt appears, key in the Manager Password and press the green OK key. 4. At the "Retain Settings?" prompt, select Yes. The terminal communicates with the Moneris Host (this may take a few minutes). When the initialization is complete, the transactions menu re-appears.
Page 93: Financial Transactions
EMV Param Rpt EMV Diagnostics Pre-Auth Rpt The following Setup functions should NOT be used in Demo Mode although they are available: • Printer • Comm • Host • Merchant IDs • IP Hosts • Date/Time Mobile 8300 Operating Manual Version 1.1.01...
Page 94: Entering Demo Mode
You will be unable to close that batch and will be out of balance with the Moneris Host. The terminal displays "DEMO MODE ON" then the Setup menu re-appears with the DEMO icon ( displayed on the left side of the screen.
Page 95: Exiting Demo Mode
6. Press the red CANC ANNUL key two times to return to the transactions menu. IMPORTANT: All transactions performed on the terminal as of this point will be in normal mode and WILL affect your terminal totals, your financial accounts and your customers’ accounts. Mobile 8300 Operating Manual Version 1.1.01...
Page 96 7. Admin Transactions Mobile 8300 Operating Manual Version 1.1.01...
Page 97: Chapter 8. Reports
4b. To print all transactions and totals: A. Select All. The terminal prints the Stored Transactions report and returns to the REPORTS menu. 5. Press the red CANC ANNUL key to return to the transactions menu. Mobile 8300 Operating Manual Version 1.1.01...
Page 98: Merchant Sub-Totals Report
Clerk Sub-Totals Report This report prints totals for all transactions in the current batch on the Moneris Host processed by one or more Clerks or by all Clerks. Transaction type totals are sorted by card type and grand totals are sorted by transaction type, by Clerk ID.
Page 99: For All Clerks
7. Press the red CANC ANNUL key to return to the transactions menu. IMPORTANT: Clerk Subtotals must be cleared 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.
Page 100: Multi-Terminal Deposit Totals Report
8. Reports Multi-Terminal Deposit Totals Report This report prints totals for all transactions in closed batches on the Moneris Host, for all terminals. Transaction type totals are sorted by Terminal Name then by card type; overall transaction type totals are sorted by card type;...
Page 101: Tip Report
OK key. 3. At the "Close Type?" prompt, select Sngl. The terminal communicates with the Moneris Host and prints the Batch Totals section of the Batch Close Report. 4. At the "Prt Stored Trans?" prompt, select No.
Page 102: The Terminal Parameters Report
Private Label Card transactions appear as a separate card type on all reports that include credit card transactions including: • Stored Transactions • Merchant Sub-Totals • Clerk Sub-Totals • Deposit Total • Multi-Terminal Deposit Totals • Batch Review Mobile 8300 Operating Manual Version 1.1.01...
Page 103: Chapter 9. The Ernex Programs
Loyalty Points: allows you to reward customer loyalty by awarding points based on the dollar value of purchases a cardholder makes. This is available for small businesses as the Moneris Loyalty Card program and as a customized program for national chains.
Page 104: Ernex Transaction With A Balance Due
Cash: The transaction is complete. Splt: The terminal begins a purchase transaction (debit or credit) beginning at the "Swipe or Enter Card" prompt. The transaction is completed when the balance due is $0. Mobile 8300 Operating Manual Version 1.1.01...
Page 105: Voiding An Ernex Gift Or Loyalty Transaction
6. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu. 9.2.4 Ernex Card Inquiry Display or print a Moneris gift card or loyalty card balance and expiry date. To process and Ernex card inquiry: 1. On the applications menu, select GIFT &...
Page 106: Reprinting An Ernex Receipt
Gift Card Transactions 9.3.1 Ernex Purchase With a Gift Card Follow the procedure below to process the sale of goods or services using a Moneris gift card. To process an Ernex Purchase with a gift card: 1. On the applications menu, select GIFT &...
Page 107: Deactivate An Ernex Gift Card
9.3.2 Deactivate an Ernex Gift Card Follow the procedure below to deactivate a Moneris gift card. IMPORTANT: Once the gift card is deactivated, it can never be used again. To deactivate a Moneris gift card: 1. On the applications menu, select GIFT &...
Page 108: Loyalty Card Transactions
4. Key in the total amount and press the green OK key. The "Swipe or Enter Card" prompt appears. Note: Consult your manager to determine the dollar amount to be entered (e.g., before taxes or including tip amount) to award points. Mobile 8300 Operating Manual Version 1.1.01...
Page 109: Deactivate An Ernex Loyalty Card
9.4.2 Deactivate an Ernex Loyalty Card Follow the procedure below to deactivate a Moneris loyalty card. IMPORTANT: Once the loyalty card is deactivated, it can never be used again. To deactivate an Ernex loyalty card: 1. On the applications menu, select GIFT &...
Page 110: Ernex Redemption With A Loyalty Card
6. Press the green OK key to print the merchant copy of the receipt and return to the GIFT & LOYALTY transactions menu. 9.4.4 Ernex Redemption with a Loyalty Card Follow the procedure below to process a payment for goods and services using a Moneris loyalty card. To process an Ernex Redemption with a loyalty card: 1. On the applications menu, select GIFT &...
Page 111: The Menu Feature In Ernex
Clerk Subtotals (only active if clerk IDs are configured) close the Ernex Batch Batch Close print a list of the current settings for each parameter Config List The Ernex Reports Menu Mobile 8300 Operating Manual Version 1.1.01...
Page 112: The Ernex Gift & Loyalty Setup Menu
2. Select Setup. If the "Password:" prompt appears, key in the manager password and press the green OK key. Note: For instructions on navigating through the menus and editing parameters, see The Menu Feature. Mobile 8300 Operating Manual Version 1.1.01...
Page 113: Ernex Admin Transactions
9. The Ernex Programs Ernex Admin Transactions 9.6.1 Ernex Batch Close This function closes a Moneris gift and/or loyalty card batch on the terminal and the Ernex host and prints a detailed transaction report. To close an Ernex batch: 1. On the applications menu, select GIFT &...
Page 114: Ernex Reports
7. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu. Ernex Reports 9.7.1 Ernex Transaction List This report displays or prints Moneris gift and/or loyalty card transactions stored on the terminal in the current batch without closing the batch. To display a list of Ernex transactions: 1. On the applications menu, select GIFT &...
Page 115: Ernex Transaction Inquiry
6. Press the red CANC ANNUL key to return to the GIFT & LOYALTY main menu. 9.7.2 Ernex Transaction Inquiry This report displays or prints details of Moneris gift and/or loyalty card transactions in the current batch WITHOUT closing the batch. To print a Transaction Inquiry for an Ernex transactions: 1.
Page 116: Clerk Subtotals Report For Ernex Transactions
8. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu. 9.7.3 Clerk Subtotals Report for Ernex Transactions This report displays or prints the totals of all Moneris gift and/or loyalty transaction types for one or more clerk IDs in the current batch without closing the batch. IMPORTANT:...
Page 117: Configuration List For Ernex
Key in number of seconds and press the green OK key (120 = default). Pre-print Sets the terminal to begin printing the receipt header before the transaction is complete. On = Default Mobile 8300 Operating Manual Version 1.1.01...
Page 118: Ernex Merchant Parameters
Feature. Merchant ID Your Moneris Merchant ID. Key in the numeric Merchant ID assigned to you by Moneris and press the green OK key. Moneris Term ID Your Moneris Terminal ID. Key in the numeric Terminal ID assigned to you by Moneris and press the green OK key.
Page 119: Ernex Communications Parameters
Transactions menu (GIFT & LOYALTY) > Setup menu > Comm Note: For instructions on navigating through the menus, see The Menu Feature. Pri Auth Phone Do Not Use Sec Auth Phone Do Not Use Mobile 8300 Operating Manual Version 1.1.01...
Page 120: Ernex Terminal Parameters
Do Not Use Device Type The Ernex device type Key in the 2-digit alphanumeric device type assigned by Moneris or Ernex and press the green OK key. Note: For help on keying in alphabetic characters, see Entering Alpha Characters and Punctuation.
Page 121: Adding Clerk Ids To The Ernex Gift & Loyalty Application
OK key. Off (default) Ernex Route Code The Routing Identifier for the Ernex Host provided to you by Ernex or Moneris. Key in the two-digit numeric value and press the green OK key. Language Sets the terminal display language.
Page 122: Deleting Clerk Ids From The Ernex Gift & Loyalty Application
Ernex Demo Mode Demo Mode allows you and your employees to practice performing gift and loyalty transactions on your Moneris terminal WITHOUT affecting your terminal total amounts, your financial accounts and your customers’ accounts. Note: Demo Mode is only available if you close your terminal batches on the terminal. If your terminal uses system close, you cannot use Demo mode.
Page 123: Entering Demo Mode In Ernex
The message "Activating App..." is displayed then the Ernex transactions menu appears. 2. Select Setup. If the "Password:" prompt appears, key in the manager password and press the green OK key. The Setup menu appears. 3. Select Demo. The "Demo Mode" prompt appears. Mobile 8300 Operating Manual Version 1.1.01...
Page 124 6. Press the red CANC ANNUL key two times to return to the GIFT & LOYALTY transactions menu. IMPORTANT: Ensure that you exit Demo Mode before processing actual gift or loyalty transactions. Transactions processed in Demo Mode will NOT affect your terminal totals, Ernex accounts and customers’ Ernex accounts. Mobile 8300 Operating Manual Version 1.1.01...
Page 125: Chapter 10. End-Of-Day Procedure
OK key. 3. At the "Close Type?" prompt, select Sngl. The terminal communicates with the Moneris Host then prints the Batch Totals section of the Batch Close Report. 4. At the "Prt Stored Trans?" prompt, select Yes to print the Stored Transactions Report.
Page 126: System Close
This function is primarily used by System Close merchants to clear the batch in the terminal memory. A system close is initiated by the Moneris Host and clears the batch on the host but not on the terminal. If the batch on the terminal is never cleared, any totals reports that rely on the terminal batch will continue to increment each day.
Page 127: Processing A Batch Review
4b. Press the REPRINT key (2nd purple key from the right) to reprint the Merchant copy of the displayed transaction's receipt. 5. Press the red CANC ANNUL key twice to return to the applications menu. Mobile 8300 Operating Manual Version 1.1.01...
Page 128: Processing A Multi-Terminal Batch Close
This feature allows you to close batches by Terminal Name (i.e., on one or more terminals) or on all terminals from another terminal. This function does NOT compare totals stored in the terminal memory to totals stored on the Moneris Host. Therefore, you should check that your receipts balance with the Batch Totals printed on the Multi- Terminal Batch Close Report.
Page 129: For All Terminals
10. End-of-Day Procedure 10.4.2 For All Terminals You can process a Batch Close on all terminals associated with your Merchant Number on the Moneris Host. To process a Batch Close on all terminals: 1. On the applications menu, select DEBIT & CREDIT.
Page 130 10. End-of-Day Procedure Mobile 8300 Operating Manual Version 1.1.01...
Page 131: Chapter 11. Troubleshooting
On performing transactions and end-of-day procedures, please refer to the Moneris Mobile 8300 Using Your Terminal guide shipped with your hardware • On setting up your terminal, please refer to the Moneris Mobile 8300 Setting up Your Terminal guide also shopped with your hardware •...
Page 132: Merchant Direct Secure Message Centre
11. Troubleshooting 11.3 Merchant Direct Secure Message Centre Log in to Merchant Direct and use the Message Centre to send a secure message directly to the Moneris Merchant Service Centre. 11.4 Error Messages on the Moneris Mobile 8300 Terminal A message will appear on the display if an error occurs. In the table below, find the error message that appears on the terminal and try the solution.
Page 133 Perform a Logon transaction. INIT When this message is displayed at the top of the screen (alternating with the date REQUIRED and time), the Moneris host is requesting a re-initialization of the terminal. Mobile 8300 Operating Manual Version 1.1.01...
Page 134 Clerk Subtotals report again. NO AIDs If this message appears when the terminal is powering up, press the green OK key to continue or wait 45 seconds for the terminal to continue on its own. Mobile 8300 Operating Manual Version 1.1.01...
Page 135 The terminal has attempted to dial out but the phone number parameters are FLDS EMPTY empty. If this message occurs during: - a financial transaction, call the Moneris Merchant Service Centre for assistance. Batch Close transaction, perform a Re-initialization then try the transaction again. Mobile 8300 Operating Manual Version 1.1.01...
Page 136 Moneris Host using the card data already entered. Select NO to return to the transactions menu. SETTLE The connection with the Moneris host was lost during the batch close function and FAILED the settlement was not completed. Try the Batch Close again.
Page 137: Ernex Error Messages On The Moneris Mobile 8300
Additional error messages can be found in Error Messages on the Moneris Mobile 8300. IMPORTANT: You may need to contact your wireless service provider for assistance before contacting Moneris. Check the Error Message resolution to determine if this is the case. ERROR PROBLEM & SOLUTION MESSAGE...
Page 138: Solving 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: You may need to contact your wireless service provider for assistance before contacting Moneris. Check the Hardware Problem resolution to determine if this is the case. HARDWARE PROBLEM SOLUTION The battery is almost empty.
Page 139 When the problem is fixed, the printer will finish printing the receipt or report that was in progress. If necessary, reprint the transaction. Note: Debit transactions cannot be performed until the printer problem is fixed. Credit transactions can be performed manually necessary. Mobile 8300 Operating Manual Version 1.1.01...

Moneris Mobile 8300 Operating Manual

Chapter 1. Introduction

Chapter 2. Features and Procedures

Chapter 3. The Moneris Mobile 8300 Hardware

Chapter 4. Battery Management

Chapter 5. Configuring Your Terminal

Chapter 6. Financial Transactions

Chapter 7. Admin Transactions

Chapter 8. Reports

Chapter 9. The Ernex Programs

Chapter 10. End-Of-Day Procedure

Chapter 11. Troubleshooting

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