Moneris iWL255 Reference Manual
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Moneris iWL255 Reference Manual

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Moneris® iWL255
Reference Guide
05/18

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Summary of Contents for Moneris iWL255

  • Page 1 Moneris® iWL255 Reference Guide 05/18...
  • Page 2 Need help? Web: moneris.com/support-iWL255 Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...

  • Page 3: Table Of Contents

    Enabling the admin password for manual entry protection ................19 Enabling loyalty and gift cards ..........................20 Enabling tip entry (gift cards) ............................20 Using Your Terminal ....................21 Moneris iWL255 ............................22 Terminal keys and hardware ..........................23 Wireless communication .......................... 25 3G status indicators ............................25 Signal strength indicator ...........................25...
  • Page 4 Masking on reports ............................48 Reprint merchant receipt [66] ..........................48 Clerk subtotals report [82] ..........................48 Current batch totals report [99] ........................49 Merchant sub-totals report [95]........................49 Pre-auth list [62] ...............................49 Balance inquiry report [94] ..........................50 Configuration report [16] ..........................50 Moneris® iWL255 Reference Guide...
  • Page 5 Admin functions ............................51 Logon [02] .................................51 Logoff [03] ................................51 Re-initialization [01] ............................51 End-of-day process ........................... 52 Merchant close ..............................52 System close ..............................53 Troubleshooting ............................54 Error messages ..............................54 Equipment issues ..............................57 Merchant support ....................... 59 Moneris® iWL255 Reference Guide...
  • Page 6 This page left blank intentionally. Moneris® iWL255 Reference Guide...

  • Page 7: Setting Up Your Terminal

    Setting up Your Terminal Setting up your terminal In this section, we go over everything you need to know to set up your Moneris iWL255. You can also view our setup videos online at moneris.com/support-iWL255. Moneris® iWL255 Reference Guide...

  • Page 8: Before You Get Started

    Before you get started 1. Please confirm that you received the following items in your Welcome Kit. Moneris® iWL255 Reference Guide...
  • Page 9 The name of your wireless network provider (found in your Order confirmation email from Moneris).  Optional features e.g. gift cards, loyalty cards, Ernex Terminal ID (found in your Moneris Gift & Loyalty  Welcome letter). If any of the above required elements are missing, please call Moneris Customer Care toll-free at 1-866-319-7450.

  • Page 10: Hardware Setup

    Follow these instructions to set up your terminal hardware. 1. Remove the protective film (if applicable) a. If your iWL255 terminal has a protective film covering the display screen, peel the film off. Hint: Peel from the top right to the bottom left corner.

  • Page 11: Charging The Battery

    Important: You must use the exact power adaptor and cables provided by Moneris to work with the Moneris iWL255 terminal and base. Failure to do so may affect the operability of, or cause damage to, the equipment. Use the charge-only base a.
  • Page 12 USB port. (OPEN) PORT d. Insert the direct-to-terminal cable connector into the port. Plug the other end of the cable into a working power outlet. When the terminal powers on, proceed to step 2 on page 11. Moneris® iWL255 Reference Guide...
  • Page 13 5. Once the battery is fully charged, you may undock the terminal from the base (or disconnect the direct-to- terminal charge cable if used) before continuing the rest of the setup procedures. 6. Proceed to Communications setup on page 12. Moneris® iWL255 Reference Guide...

  • Page 14: Communications Setup

    If not (i.e., your SIM card uses a network other than "Bell"), no change is required to the default APN setting.  Proceed to Confirming the status indicators below. If you are not sure which network the SIM card is using, refer to your Confirmation email from Moneris, then  follow one of the appropriate steps above.

  • Page 15: Configuring The Apn Setting

    Go to step 8.  key. See Communications Troubleshooting on If a 3G FAILED... message appears, press the green  page 14. 8. When REINITIALIZATION REQUIRED appears, proceed to Confirming the status indicators on page 12. Moneris® iWL255 Reference Guide...

  • Page 16: Communications Troubleshooting

    The terminal could not establish a connection to the 3G network in the 3G FAILED allotted time. CONNECTION TIMEOUT See the 3G FAILED PPP ERROR solution above. See the 3G FAILED PPP ERROR solution above. 3G FAILED UNKNOWN ERROR Moneris® iWL255 Reference Guide...

  • Page 17: Installing Or Re-Installing The Sim Card

    6. Slide the SIM card (face up) into the slot so that the card sits securely under the crossbar. SIM CARD (INSERTED IN SLOT) LATCH 1 7. Close the back panel, and press down near the latches until the panel snaps back into place. LATCH 2 Moneris® iWL255 Reference Guide...

  • Page 18: Other Issues

    8. Wait for TERMINAL SETUP REQUIRED (or REINITIALIZATION REQUIRED) to appear. 12, and the 9. Continue in Confirming the status indicators steps on page 12. terminal cannot connect to the 3G network. Moneris® iWL255 Reference Guide...

  • Page 19: Initialization And Logon

    3. When PHONE NUMBER appears, simply press the green key. 4. Wait while the terminal communicates with the Moneris host. Over the next few moments, the screen will display SENDING, RECEIVING, and PROCESSING. • If SWIPE ADMIN CARD appears, swipe one of the POS Admin cards (provided with your new terminal).

  • Page 20: Additional Options

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

  • Page 21: Changing The Terminal Language

    (shipped with your terminal) must be swiped any time card information is manually entered in order to continue the transaction. Moneris recommends that you change this parameter by setting up an admin password to be entered instead of swiping the POS Admin card. To change this parameter and set up an admin password, follow these steps.

  • Page 22: Enabling Loyalty And Gift Cards

    YES. 4. Press the green key to select INITIALIZATION. 5. Key in the Ernex Terminal ID (found in your Moneris Gift & Loyalty Welcome Letter) and press the green key. 6. Wait while the terminal communicates with the Moneris host.

  • Page 23: Using Your Terminal

    Using Your Terminal Using your terminal In this section, we go over everything you need to know to use your Moneris iWL255, including how to perform transactions and end-of-day processes. Moneris® iWL255 Reference Guide...

  • Page 24: Moneris Iwl255

    When prompted, you (and sometimes your customer) will key in information on the terminal. If your customer is required to key in information, pass the terminal to the customer. When the customer has finished keying in the information, retrieve the terminal and complete the transaction. Moneris® iWL255 Reference Guide...

  • Page 25: Terminal Keys And Hardware

    Green OK key Accept displayed data.  Submit data.  Select highlighted menu item.  Direct-to-Terminal Charge Cable Port (lift flap) Printer To advance receipt paper, see label 6 above  Keypad Magnetic stripe reader Chip reader Moneris® iWL255 Reference Guide...
  • Page 26 Display screen/Contactless reader (internal) Note: If the terminal’s backlight dims (keys lose their bright glow), press any key. The keys function even if the backlight is dimmed. Moneris® iWL255 Reference Guide...

  • Page 27: Wireless Communication

    Wireless communication The iWL255 Long-Range Mobile terminal uses long-range wireless communications to send and receive information to and from the Moneris host. The communications indicators (described below) display in the terminal’s on-screen info header: 3G status indicators Icon Description Terminal is configured to connect to the authorized carrier's 3G wireless network.

  • Page 28: Battery Use

    Recharge the battery as soon as possible. The terminal may power off. (Data will not be lost if this happens.) The terminal will power off unless connected to a power source. (Data will not be lost if the terminal powers off.) Moneris® iWL255 Reference Guide...

  • Page 29: Stand-By Mode

    1. Ensure that the terminal is not connected to a power source. 2. From the READY screen, press the Admin key twice, key in 49, and press the green key. The POWER OFF TERMINAL? prompt appears. 3. Press the key to select YES. Moneris® iWL255 Reference Guide...

  • Page 30: Card Types

    Card types The Moneris iWL255 supports the following card types and formats. These card types are not mutually exclusive. A single card can include a magnetic stripe, a chip, and contactless functionality. Magnetic stripe card A card with a magnetic stripe ...

  • Page 31: Cardholder Verification

    In most cases, this limit does not apply to:  • Credit transactions where the card is swiped or inserted • Interac Debit transactions where the card is swiped or inserted These transactions require cardholder verification regardless of the transaction amount. Moneris® iWL255 Reference Guide...

  • Page 32: Card Entry Options

    The card must be within 0.5 in. (1.3 cm) of the screen, but it does not have to touch it.  The card must be tapped or waved by itself (the customer cannot leave the card in their wallet and wave  it in front of the screen). Moneris® iWL255 Reference Guide...

  • Page 33: Contactless Transaction Limit (Ctl)

    If SWIPE ADMIN CARD appears, swipe your POS Admin card on the terminal.  If TAKE MANUAL IMPRINT OF CARD AND PRESS OK appears, take a manual imprint of the card, and press  the green key. Moneris® iWL255 Reference Guide...

  • Page 34: Transactions

    2. Key in the Admin code, and press the green key. The transaction appears. To print a list of all Admin codes: 1. Press the Admin key until ENTER ADMIN CODE appears. 2. Key in 40, and press the green key. The list is printed. Moneris® iWL255 Reference Guide...

  • Page 35: Purchase [100]

    3. Follow the merchant prompts table on page 35. Note: When the final Purchase amount is known, you must perform an Advice for the final amount using the same card number (see Advice options starting on page 34). Moneris® iWL255 Reference Guide...

  • Page 36: Cheque Authorization [105]

    3. Scroll to the Pre-Auth that you want to complete or cancel (e.g., “PA1234 $#.##”), and press the green key. 4. Press the key (COMPL), and follow the merchant prompts table on page 37. Moneris® iWL255 Reference Guide...

  • Page 37: Balance Inquiry [110]

    Key in the last four digits of the card number, and press the green key. 4 DIGITS ENTER EXPIRY Key in the card’s expiry date (MMYY), and press the green key. DATE [MMYY] SWIPE ADMIN CARD Swipe your POS Admin card. Moneris® iWL255 Reference Guide...
  • Page 38 If cardholder would like to pay a balance due by credit or debit, press  $00.00 key (CR/DB). CR/DB CASH If they would like to pay by cash, press the key (CASH).  UPDATE POINTS Refer to the Moneris iWL255 Loyalty Programs Reference Guide. TO LOYALTY CARD? Moneris® iWL255 Reference Guide...

  • Page 39: Merchant Prompts: Cheque Authorizations

    Key in the 6-digit portion of the RECEIPT NUMBER found on the Pre-Auth NUMBER receipt (see Pre-Auth Receipt on page 46), and press the green key. 1234567890123456 Press the green key to confirm the displayed card number. PRESS [OK] Moneris® iWL255 Reference Guide...
  • Page 40 To bypass this prompt, simply press the green key. ENTER ORIGINAL Key in the (IVR) Auth # written on your paper sales draft, and press the AUTHORIZATION # green key. ENTER CARD Key in the card number, and press the green key. NUMBER Moneris® iWL255 Reference Guide...

  • Page 41: Customer Prompts

    NOT FOUND Pre-Auths stored in the terminal's memory.) USE LOYALTY INFO Refer to the Moneris iWL255 Loyalty Programs Reference Guide. FROM PRE-AUTH? Customer prompts This table lists in order of appearance the prompts (and the actions to take for each) that your customer might see on the terminal during a transaction when tip entry is disabled.
  • Page 42 Note: The remaining balance is displayed during a Partial Approval PRESS OK transaction if the pre-paid card allows this. REMOVE CARD Removes their card from chip reader and returns the terminal to you (see APPROVED ######## prompt on page 36). Moneris® iWL255 Reference Guide...

  • Page 43: Prompts With Tip Entry

    Take a manual imprint of the card, and press the green key. IMPRINT OF CARD AND PRESS OK RETURN TO CLERK Press the green key on the terminal to continue. APPROVED Press the green key, and process any receipt that prints (see page 45). ######## Moneris® iWL255 Reference Guide...

  • Page 44: Customer Prompts On The Terminal: Purchase With Tip Entry Enabled

    (CASH).  UPDATE POINTS Refer to the Moneris iWL255 Loyalty Programs Reference Guide. TO LOYALTY CARD? Customer prompts on the terminal: Purchase with tip entry enabled This table lists in order of appearance the prompts (and the actions to take for each) that your customers might see on the terminal during a Purchase when tipping is enabled.
  • Page 45 $#.##-OK? SELECT ACCOUNT For chequing: Presses the key (CHEQUING).  CHEQUING SAVINGS For savings: Presses the key (SAVINGS).  ENTER PIN & OK Keys in their Personal Identification Number and presses the green key. Moneris® iWL255 Reference Guide...
  • Page 46 Note: The remaining balance is displayed during a Partial Approval PRESS OK transaction if the pre-paid card allows this. REMOVE CARD Removes their card from chip reader and returns the terminal to you (see APPROVED ######## prompt on page 41 ). Moneris® iWL255 Reference Guide...

  • Page 47: Receipts

    To reduce the risk of fraudulent card use, masking and truncation are applied to card numbers printed on receipts. Masking replaces a card’s numbers with asterisks (e.g., ************1234). Truncation prints only the last 4 digits of a card (e.g., 1234). The expiry date is not printed on any copy of any receipt. Moneris® iWL255 Reference Guide...

  • Page 48: Contactless Transactions

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

  • Page 49: Partial Approval Receipt

    Partial Approval receipt Moneris® iWL255 Reference Guide...

  • Page 50: Reports

    TO BE PROCESSED appears, key in the Group ID and press the green key, then select PROCESS LIST. For all clerks, press the key (MULTIPLE) then select ALL CLERKS.  The report prints, and the READY screen appears. Moneris® iWL255 Reference Guide...

  • Page 51: Current Batch Totals Report [99]

    The report prints, and the READY screen appears. Merchant sub-totals report [95] Prints a list of transaction type totals by card type for the current batch from the Moneris host. Grand totals by transaction type are also included. key, select REPORTS, and select MERCH SUBTOTAL.

  • Page 52: Balance Inquiry Report [94]

    When END TIME appears, key in the end time (HHMM, 24-hour clock), and press the green key. If BATCH is selected, key in the batch number, and press the green key.  The report prints, and the READY screen appears. Moneris® iWL255 Reference Guide...

  • Page 53: Admin Functions

    ADMIN, then select LOGOFF. The PLEASE LOGON prompt appears within 60 seconds. Re-initialization [01] Moneris Customer Care may ask you to re-initialize your terminal if changes have been made to it or your merchant account. key, select CONFIGURATION, then select INITIALIZATION.

  • Page 54: End-Of-Day Process

    Step 3: Confirmation Confirm that the totals on the Stored Transactions report (printed in step 1) match the totals on the Batch Totals report (printed in step 2). If they do not match, call Moneris Customer Care toll-free at 1-866-319-7450 the next business day for reconciliation assistance.

  • Page 55: System Close

    System close If your merchant account is set up for System Close settlement, Moneris automatically closes your batch for you at the end of each day. You must verify transaction totals on a daily basis. Here’s how: Step 1: Print a stored transactions report [60] See page 52.

  • Page 56: Troubleshooting

    If the error message reappears and is listed in the table below, follow the instructions in the table. If the problem is still not resolved, call Moneris Customer Care toll-free at 1-866-319-7450. Error messages...
  • Page 57 Communication error. 1. Press the green key to return to the READY screen. 2. Retry the transaction. INVALID CARD The card that was swiped cannot be used for this transaction. TYPE Ask for another card and retry. Moneris® iWL255 Reference Guide...
  • Page 58 The total value of Refunds performed today is greater than your daily EXCEEDED Refund Limit. Contact Moneris for a temporary increase in your daily Refund Limit. Please have the original Purchase receipt available for reference. REINITIALIZATION Re-Initialize the terminal. See page 51.

  • Page 59: Equipment Issues

    The handset icon You may continue to perform transactions as normal. The terminal will is also grey and appears to "hang reconnect when it attempts to communicate with the Moneris host (if up" like this: required) to process a transaction.
  • Page 60 The paper well won't close. The printer paper roller may have popped out of place. Press gently but firmly on the loose end of the printer roller to pop it back into place. Then close the printer lid. Moneris® iWL255 Reference Guide...

  • Page 61: Merchant Support

    Merchant support Merchant support At Moneris, help is always here for you 24/7. Moneris® iWL255 Reference Guide...
  • Page 62 Setup and Installation video  download additional copies of this guide and other resources  consult the Moneris iWL255 WebHelp for detailed information on all of the options available on your  terminal and how to enable them Visit shop.moneris.com...
  • Page 63 Solutions Corporation (“Moneris”). This manual is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this manual. 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 manual in terms of their correctness, accuracy, reliability or otherwise.

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