Ingenico iCMPsi Quick Reference Manual

Ingenico iCMPsi Quick Reference Manual

Global payments, mobile pos

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Payments
Global Payments
iCMPsi Mobile POS
Quick Reference Guide
July 2019

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Table of Contents
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Summary of Contents for Ingenico iCMPsi

  • Page 1 Payments Global Payments iCMPsi Mobile POS Quick Reference Guide July 2019...
  • Page 2: Table Of Contents

    Password Management ........... 10 5 – Change Language (English/French) ........12 6 – Pairing The iCMPsi With A Mobile Device ......13 To Pair with an iOS or Android Device ......13 To Verify the Paired Mobile Device ......... 14 7 –...
  • Page 3 11 – Return ................... 22 12 – Performing A Settlement (Closing The Terminal) ....23 13 – Demo Mode ................23 14 – Clerk Settings ............... 24 Add Clerk ID ..............24 Delete Clerk ID ..............25 Clerk Prompt ..............25 Clerk Wording ..............
  • Page 4: Introduction

    This guide is your primary source of information for operating, setting up and installing the Global Payments iCMPsi mobile point-of-sale (POS) terminal. For terminal-related questions or support, please contact Global Payments Customer Care.
  • Page 5: Basic Terminal Operations

    Do not use terminal in flammable environments or near gas pumps. How to use this Guide The iCMPsi mobile terminal contains both ATM-style buttons (screen function keys) for variable screen menu selection options and pre- configured numeric key pad and function buttons. Variable on-screen menus will appear in bold throughout this guide.
  • Page 6: Terminal On/Off

    USB cable into the USB power adapter and plug the micro- USB end of the cable into the micro-USB port on the iCMPsi terminal. The micro-USB port is located on the right hand side of the terminal.
  • Page 7: Data Entry

    Special function keys provide customers with quick and easy access to frequently used functions and tasks. The following special function keys are present on the terminal: [F1], [F2], [F3] and [F4]. Data Entry Numeric Data Entry The terminal keyboard will automatically default to a numeric-only keypad when entering data into numeric-only fields, such as card number and account prompts.
  • Page 8 Text Data Entry When performing data entry into text-only fields, the terminal keypad defaults to all alpha characters. Alphanumeric Data Entry NOTE: When performing data entry on the screens that accept both alpha and numeric characters, use a shift key [F] to access the alpha and special characters throughout.
  • Page 9 FOOTERS Press [6] once. Enter Footer 1 Press [F] key three times. FOOTERS Press [7] once. Enter Footer 1 Press [F] four times. [Op] FOOTERS Press [3] once. Enter Footer 1 Press [F] five times. [Ope] FOOTERS Press [6] once. Enter Footer 1 Press [F] five times.
  • Page 10: Password Protection

    Before displaying the administrator menu, the terminal will prompt you to enter the administrator name and password. Password Management The iCMPsi terminal offers multi-level password management, up to a maximum of four (4) levels. These passwords, from highest to lowest level, are: administrator password, manager password, supervisor password and clerk password.
  • Page 11 Payments Customer Care to set up or change your administrator password. Manager/Supervisor/Clerk Password The manager, supervisor and clerk passwords are set up by the administrator in the administrator menu. There is only one manager, one supervisor and one clerk password. There is no user name associated with any of these passwords.
  • Page 12: Change Language (English/French)

    administrator menu. Key in the administrator name and press [Enter]. Enter the administrator password and press [Enter]. Press [F2] button to scroll down until Security is highlighted and press [Enter]. Press [F2] button to scroll down until PWParamas is highlighted and press [Enter].
  • Page 13: Pairing The Icmpsi With A Mobile Device

    Android mobile devices. The connection is established though the Bluetooth pairing function on both the iCMPsi terminal and your mobile device. To pair the iCMPsi with an Android device, follow the steps below (1-12), and to pair with an iOS device, follow steps 1-8 and 13: At the idle menu, press the administrator [.,#*] key for the...
  • Page 14: To Verify The Paired Mobile Device

    [1] to select Device Discovery. The iCMPsi will initiate a device scan and display all iOS devices found within range. Select the name of the mobile device that you would like to pair with and then enter the PIN code on the iCMPsi to establish the connection. NOTE: The same PIN code must be entered on both iOS device and iCMPsi.
  • Page 15: Accepting Payment Cards

    To Conduct a Magnetic Stripe Transaction Initiate the transaction on the mobile device (smartphone or tablet). Follow the prompts on the iCMPsi terminal screen accordingly. Position the magnetic card with the stripe in the card reader, facing inwards towards the keypad.
  • Page 16: To Conduct A Contactless Transaction

    1 cm) and keep the card close to the display during the transaction. The iCMPsi has a row of four status lights at the top of the terminal that will activate during a contactless transaction – the first status light (left hand side) will be lit steadily to indicate that the contactless display is in use but a card is not being read.
  • Page 17: Sale (Credit Or Debit)

    For chip card sale transactions: Initiate a sale transaction from the mobile application on the mobile device. On the iCMPsi terminal, enter the clerk ID (if enabled) and press [Enter]. Enter the invoice # (if enabled) and press [Enter]. Terminal displays “Pass Terminal to Customer” and the cardholder presses [Enter] to confirm the transaction amount.
  • Page 18 For swiped sale transactions: Initiate a sale transaction from the mobile application on the mobile device. On the iCMPsi terminal, enter the clerk ID (if enabled) and press [Enter]. Enter the invoice # (if enabled) and press [Enter]. Terminal displays “Pass Terminal to Customer” and the cardholder presses [Enter] to confirm the transaction amount.
  • Page 19 For debit transactions, enter the surcharge amount (if enabled). 10. For debit transactions, the customer selects [CHQ] or [SAV] and then enters his/her PIN. 11. The cardholder presses [Enter] and hands the terminal back to the clerk. 12. For credit cards, enter the last four (4) digits of the card number (if enabled) and then press [Enter] –...
  • Page 20: Void (Credit Or Debit)

    Transactions can only be voided before they are settled. Initiate Void transaction on the mobile device. The iCMPsi terminal prompts for a manager password. Enter the manager password and press [Enter]. If pre-auth is enables, the iCMPsi prompts “Void Pre-Auth?”...
  • Page 21: Pre-Auth And Completion (Optional)

    (completion) includes the tip. Pre-Auth – Authorize the amount before tip: Initiate Pre-Auth transaction on the mobile device. On the iCMPsi terminal enter the clerk ID (if enabled) and press [Enter]. Enter invoice# (if enabled) and press [Enter].
  • Page 22: Return

    11 – RETURN Use the Return transaction to credit a cardholder: Initiate Return transaction on the mobile device. On the iCMPsi terminal, enter the manager password and press [Enter]. Enter the total return amount (including tip and cashback) and press [Enter].
  • Page 23: Performing A Settlement (Closing The Terminal)

    You should perform a terminal settlement at least once per day. This ensures prompt payment and reduces the chance of chargebacks. Initiate Settlement on the mobile device. On the iCMPsi terminal enter the manager password and press [Enter]. Press [F1] to select Yes to close the current batch, [F4] to select No or [Cancel] if you do not wish to settle at this time.
  • Page 24: Clerk Settings

    ID. Add Clerk ID This option allows you to add a clerk ID up to six (6) digits long on the iCMPsi: At the idle menu, press [.,#*] for the administrator menu. Key in the administrator name and administrator password press [Enter].
  • Page 25: Delete Clerk Id

    Delete Clerk ID This option allows you to delete a previously entered clerk ID. The clerk ID can only be deleted if there are no pending (unsettled) transactions for the clerk. At the idle menu, press [.,#*] for the administrator menu. Key in the administrator name and administrator password and press [Enter].
  • Page 26: Terminal Security

    Global Payments Customer Care Centre. Terminal Security To minimize fraud and theft, ensure that you keep the iCMPsi terminal securely located at your place of business. If there is a point in time when your device isn’t secured, please check the serial number at the back of the terminal to confirm it is correct and please verify that all sales/refunds are authorized.
  • Page 27: Terminal In Its Environment

    Terminal in Its Environment Do not place the iCMPsi terminal in an area with high temperatures, vibrations, dust, dampness or electromagnetic radiation (from a computer screen, microwave oven, anti-theft barrier, etc). The terminal requires the following environment: Operating temperature of +5°C to +45°C (41°F to 113°F) •...
  • Page 28: Returning A Terminal For Service

    Returning a Terminal for Service When you receive a replacement terminal, always return the defective devices back promptly; failure to do so may result in charges applied to your account. The Global Payments Customer Care Centre is available 24 hours a day, seven days a week to assist with questions related to terminal returns.
  • Page 29 Buzzer sound • Terminal Connectivity Bluetooth Class II, PCI DSS Wireless guidelines compliant • Environmental Operating temperature: 0°C to +40°C (charging), -10° / + 45°C • (standalone) Storage temperature: -20°C to +70°C • Battery Li-Ion 550mAh min, not accessible to the user •...
  • Page 30 © 2019 Global Payments Inc. All rights reserved. SM-191985-v1.0EN...

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