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TD Move 5000 Quick Start Guide For the TD Move 5000 • Standalone and Semi-Integrated terminals...
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The Toronto-Dominion Bank. The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by TD is under license. Other trademarks and trade names are those of their respective owners.
Changing the paper roll ..................6 Semi-Integrated Terminal ................7 Home screen and icons ..................7 Software ......................7 Applications on the TD Move 5000 ..............7 Peripherals .....................8 The Bluetooth base ....................8 The charging base (optional) ................9 Cardholder Privacy and Security ........9 Terminal security ..................9...
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Reporting ................20 Business day reports .................. 20 Administration ..............21 Changing terminal mode (semi-integrated terminals only) ..... 21 More features and functionality ..............21 Troubleshooting ..............22 What problems can I easily resolve? ............22 Why isn’t my terminal connecting to the network? ........23 Signal Strength ....................24 Why isn’t my terminal charging? ..............25 What do I do if there’s a power outage? ............26...
About this Guide This Guide provides an introduction to your TD Move 5000 terminal for both standalone and semi-integrated 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 Move 5000 Merchant Guide.
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S ta n d a l o n e Te rm i n a l The standalone terminal requires that you 14 : 25 09:17 07/20/2017 enter the transaction information into the 08/09/2018 Bell terminal and then the customer enters their payment information on the terminal.
Terminal communication modes The TD Move 5000 terminal has up to three different communication modes and the differences are displayed on the Home screen header described below. The communication methods are:...
WiFi communication mode WiFi signal strength icon 14 : 25 The WiFi icon in the top-left 08/09/2018 corner indicates the terminal’s connection to a WiFi network. It will be one of three colours: grey (disconnected), orange (searching for connection) or green (connected). When connected, it will display the WiFi signal strength with zero to three bands with three being the best signal strength.
27 for a menu breakdown. 6 - Security Accessibility features The TD Move 5000 has numerous accessibility features which reflect TD’s commitment to our customers. It has such features as: • Backlit keypad and adjustable screen brightness to create visual contrast •...
Software Applications on the TD Move 5000 The TD Move 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. For example, if you want to accept gift cards after your initial terminal setup, you would have to: Sign up for the appropriate program with the application provider.
Press the silver Application key (above the red Cancel key). Select the TD application. Peripherals The Bluetooth base The Bluetooth base is used with the TD Move 5000 when wired Internet is available. It acts as a connection to the payment network and as a short range wireless base for your terminal.
Various menus on the terminal • Reports For more information, please refer to the TD Move 5000 Merchant Guide. Fraud prevention Please refer to the How to Help Prevent Fraud pamphlet in your Merchant Welcome Kit. The following information will help you protect yourself from fraudulent transactions.
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.
* These transactions and others, such as cashback and tips are covered in the TD Move 5000 Merchant Guide. • All sales must be completed with one card; there are no split payment options. • T o perform a mail order or telephone order (MOTO) transaction, indicate that the card was not present. There are risks performing transactions when the credit card is not present. Ensure that you perform all of the available security checks for a mail / phone sale. See page 9 for more information regarding manually entered credit card transactions. Accepted card types Your terminal(s) will accept whatever cards you indicated when you signed your contract with TD Merchant Solutions.
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Perform a fraud check on the card and signature. Verify the card info with what is on the terminal screen and press OK. Go to step 5. The customer taps their contactless-enabled credit card on the contactless card reader. The customer may be required to insert or swipe their card in some cases.
Sale (debit card) Use these instructions to process a debit card purchase on the terminal. Tap the Sale icon. Enter the total dollar amount for the sale and press Enter. The customer confirms the dollar amount (Yes or No). Tips (optional) The customer selects a tip option and presses OK.
13. The screen shows that authorization number, the transaction total and the receipts print. If cashback was requested and authorized, ensure that the correct amount is provided to the customer. If this is a UnionPay transaction, the customer may be required to sign the receipt.
You use this option to fully or partially return any sale transaction that is in a settled batch. If the transaction is in an open batch you must perform a Void. D ebit 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. If you are concerned about enabling debit returns, you can password protect all returns on your terminal. Tap the Return icon or press 2 on the keypad.
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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 Solutions Help Desk at 1-800-363-1163 and receive an authorization number. Press OK Force Post Force Sale or Force Ph/Mail.
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).
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...
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 deadline to perform a manual settlement.
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: Re p o r t I n s t ru c t i o n s Provi d e s .
You use this option to change your terminal between semi-integrated mode and standalone mode. You would only do this if you are experiencing issues with your electronic cash register that prevents you from processing transactions or an agent at the TD Merchant Solutions Help Desk requested that you do so.
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? Pro b l e m Ac t i o n Re q u i re d Bad Communication There was a communication failure after the transaction was initiated.
Why isn’t my terminal connecting to the network? Bluetooth If you don’t see the green network icon , you can quickly check the following: Is your Bluetooth base powered? Ensure that the electrical outlet has power. Is your Internet connection working properly? Verify this with another device. Is your Bluetooth base working correctly? Unplug and plug the Ethernet cable back into the base and wait for one minute.
Human bodies in between the Bluetooth base / wireless router and the terminal To avoid connectivity and data issues, avoid going near these devices when using the TD Move 5000 solution. Of course, you can’t always avoid sources of interference. To accommodate this, Bluetooth and WiFi is able to adapt to some interference from multiple sources depending on its strength.
If this doesn’t address the charging issue, it may be the terminal’s battery. Please contact the TD Merchant Solutions Help Desk for the next steps. - 25 -...
What do I do if there’s a power outage? The terminal will not be able to process transactions without power. If a transaction was interrupted due to battery/power failure, please perform the transaction again when power is restored. Bluetooth Once the power has been restored, you do not need to take any steps to restart your Bluetooth base.
Stolen device’s serial number The officer should provide you with a report number. After obtaining the above from the officer, please contact the TD Merchant Solutions Help Desk and provide this information so that you can receive a replacement device.
• 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.
Admin menu structure Access all of the following menus by tapping the Admin icon on the Home screen. C l e rk M e n u Add ID Setting Edit ID Setting Delete ID Setting Print ID List Setting AutoAddClk On/Off ClkPrompt Setting...
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S e tu p M e n u Receipts Headers Setting Footers Setting Receipt Options RecptDelay Setting DescriptLines On/Off PrintMID Setting PreAuthRcpt Setting RcptCopies Setting DebitSigLine On/Off PrintTID Setting RcptSeq On/Off PrinterErrRcpt On/Off Display Params Info Trans Options Debit Cashback Setting Cashback Setup Setting...
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S e tu p M e n u Demo Demo On/Off DemoAmt Setting Display Params Info M a i nte n a n c e Download Setup Ethernet Primary URL/IP Primary Port Secondary URL/IP Secondary Port Mobile Data Host URL Host Port Mobile Data APN Login...
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Clerk Params Info Comms Params Info Receipts Params Info Trans Option Params Info Term Setting Params Info Demo Params Info Security Params Info Setup Params Info Download Only Info Other Disabled TD Parameters Info Display All Info - 32 -...
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H o s t M a n a g e m e nt Host 1 Param.DL Download Host 2 Param.DL Download EMV Public Key DL Download BIN Ranges Report Print M i s c . O p ti o n s (S e m i - i nte g ra te d te rm i n a l s o n ly) Semi-Integrated Communication RS232...
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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 –...