TD Desk 5000 Quick Start Manual
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Also See for Desk 5000:
- Configuration and troubleshooting manual (50 pages) ,
- Pre-authorizations manual (10 pages)
Related Manuals for TD Desk 5000
Summary of Contents for TD Desk 5000
- Page 1 TD Desk 5000 Quick Start Guide For the TD Desk 5000 • Standalone and Semi-Integrated terminals • With or without PINpads...
- Page 2 This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.
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Page 3: Table Of Contents
Fraud prevention ...................7 Manually entered credit card transactions ............7 Force post transactions are disabled by default ..........7 Call for authorization .................... 8 Applications on the TD Desk 5000 ...............8 Financial Transactions (Standalone) .........9 Accepted card types ..................9 Sale (credit card) ...................9 Sale (debit card) ................... - Page 4 Business Day Functions ............ 18 Performing a settlement (day close) ............18 Administration ..............19 Changing terminal mode (semi-integrated terminals only) ..... 19 More features and functionality ..............19 Reporting ................20 Business day reports .................. 20 Troubleshooting ..............21 What problems can I easily resolve? ............21 Admin Menu Structure .............
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Page 5: About This Guide
About this Guide This Guide provides an introduction to your TD Desk 5000 for both standalone and semi-integrated terminal modes and covers hardware functionality, performing financial transactions, administration features and troubleshooting. For more information regarding its use and available features, please review the TD Desk 5000 Merchant Guide. -
Page 6: Hardware
S e m i - I nte g ra te d Te rm i n a l The semi-integrated terminal has the transaction information fed to it (usually from an electronic cash register) and the customer enters their payment information on the terminal. It has two modes. -
Page 7: Home Screen And Icons
Home screen and icons 09:17 The default screen is called the Home screen. 07/20/2017 It displays important information, icons and diff erent ways to access terminal functionality. They are: Communication icon This icon indicates whether the 09:17 terminal is connected to the network. It will be one of two colours: 20/JL/2017 •... -
Page 8: Admin Menu Screen
Admin menu screen 09:17 From the Home screen, press the Admin key and 07/20/2017 the Admin Menu screen appears. It displays the following options: ADMIN MENU • Clerk Menu 1 - Clerk Menu • Batch Menu • Setup Menu 2 - Batch Menu •... -
Page 9: The Stylus
Press down on the panel until it clicks shut and ensure there is a enough paper sticking out from the chamber that it touches the top of the terminal screen. Accessibility features The TD Desk 5000 has numerous accessibility features which reflect TD’s commitment to our customers. It has such features as: •... -
Page 10: The Communications Adapter
The Communications Adapter Cord to terminal The communication adapter is the bridge between your terminal and its power and data in one connection. Ports The adapter has four ports and they are: Data In Power In Internet In Phone/RS232 In Standalone terminals support an Ethernet connection. -
Page 11: Cardholder Privacy And Security
If you need to process a Force Post, please call the TD Merchant Solutions Help Desk at 1-800-363-1163 to enable the capability after being authenticated. It is strongly recommended that you protect the Force Post function with a password. -
Page 12: Call For Authorization
Applications on the TD Desk 5000 The TD Desk 5000 can accept a wide range of third-party applications to meet your business needs. These applications are very similar in idea to the applications on your smart phone. -
Page 13: Financial Transactions (Standalone)
• Pre-authorization Completion* • Return (refund) * These transactions and others, such as cashback and tips are covered in the TD Desk 5000 Merchant Guide. • All sales must be completed with one card; there are no split payment options. - Page 14 Insert card The customer inserts their credit card. The customer enters their PIN and presses OK. The screen shows that authorization number, the transaction total and the receipts print. Go to step 5. Swipe card Swipe the credit card. The customer indicates if the card is <Other Card> or UnionPay press OK.
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Page 15: Sale (Debit Card)
ENTER CONFIRM PAYMENT AMOUNT AMOUNT METHOD MANUALLY INSERT CARD TAP CARD SWIPE CARD ENTER CARD ENTER # and EXP. DATE IMPRINT CARD ENTER PIN MESSAGE ENTER CVD? RECEIPTS (optional) FINISHED Sale (debit card) Use these instructions to process a debit card purchase on the terminal. Tap the Sale icon. - Page 16 Cashback (optional) The customer indicates whether they want cashback (Yes or No). The customer enters or selects the cashback amount and presses OK. The customer accepts the new total (Accept or Change). If you don’t use cashback, you will not see step 6, 7, or 8. Debit surcharge (optional) 10.
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Page 17: Return (Credit)
Void (see page 14). Debit returns are disabled by default. If you wish to activate debit returns on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163. Tap the Return icon or press 2 on the keypad. -
Page 18: Force Post (Sale Or Phone / Mail)
Use these instructions to process a force post credit card transaction on the terminal for card present, card not present transactions (mail order and phone orders) and pre-authorizations. Before you can perform this transaction you must call the TD Merchant Help Desk at 1-800-363-1163 and receive an authorization number. - Page 19 Reference # displays a transaction by its reference number. You can find this information on the receipt. Clerk # displays every transaction performed by a specific clerk number in the open batch on this terminal. Invoice # displays a transaction by its invoice number. You can find this information on the receipt.
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Page 20: Receipts
Receipts Each transaction has a different receipt and most of the information is purely for record keeping. There is important information that you need to be aware of to ensure that your transactions have completed correctly. Printing receipts Press 9 on the keypad. Select which receipt you want to reprint (Last Receipt or Search). -
Page 21: Receipt Example
Receipt example The information that you will use the most is explained below. C a rd e nt r y m e t h o d Merchant Name Address Chip card transaction City, Province Merchant Number Chip card transaction that was Terminal ID forced to become a manually SALE... -
Page 22: Business Day Functions
There are two options for settlements: • Automatic daily settlement (the system settles each night at 11:59 ET) if you have this set up through TD Merchant Solutions. Manual settlement is managed by yourself and is best performed daily. You have a •... -
Page 23: Administration
There are more ways to configure your terminal such as: • User management • Terminal settings • Software downloads • Transaction options • Communication options For more information, please refer online to the TD Desk 5000 Merchant Guide at www.tdmerchantsolutions.com/resourcecentre. - 19 -... -
Page 24: Reporting
Reporting The following business day reporting options are listed below. Business day reports Press the OK key, then Reports, and then select one of the following: Report Instructions Provides... Detail PRINT or DISPLAY your ... all transactions for the current report. -
Page 25: Troubleshooting
Troubleshooting If you’re unable to resolve the problem after performing the following steps, please refer to the Merchant Guide for more troubleshooting tips. What problems can I easily resolve? Problem Action Required Bad Communication There was a communication failure after the transaction was initiated. -
Page 26: Admin Menu Structure
Admin Menu Structure Access all of the following menus by tapping the Admin icon on the Home screen. Clerk Menu Add ID Setting Edit ID Setting Delete ID Setting Print ID List Setting AutoAddClk On/Off ClkPrompt Setting ClkWording Setting ClkLogOnOff On/Off Display Params Setting... - Page 27 Setup Menu Trans Options Debit Cashback Setting Cashback Setup Setting Prompts DupTran On/Off DbDupTran On/Off Invoice Setting Partial Auth Setting Imprint Card Setting Table On/Off Settlement SettleRpt Setting ReportTrunc Tip Guide PrtStlResult Tip Guide Values Tip Options Setting Tip Guide Setting Setting TipAuto...
- Page 28 Maintenance Display Params Info Diagnostics Ping Setting Security Admin Setup Add Admin Setting Delete Admin Setting Edit Admin Setting PWExpire Setting PW Lock Setting Supervisor Manager Add user Setting Delete User Options Unlock User User List Info Main Menu PWs PWSale Setting PWReturn...
- Page 29 Term Setting Params Info Demo Params Info Security Params Info Setup Params Info Download Only Info Other Disabled TD Parameters Info Display All Info Host Management Host 1 Param.DL Download Host 2 Param.DL Download EMV Public Key DL Download BIN Ranges Report Print Misc.
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Page 30: Reference
• Routinely clean it with a damp cloth so that spills don’t get into the inner workings. • Use TD-approved cleaning cards for the chip and magnetic card readers. Storing your terminal • It must be stored in temperatures between 0° and 50° Celsius. - Page 31 Call Centre Information Please call the TD Merchant Solutions Help Desk at 1-800-363-1163. We would be happy to answer any questions you may have. Authorization: 24 hours a day, seven days a week Terminal Inquiries: 24 hours a day, seven days a week General Merchant Inquiries: Monday –...
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