VeriFone Carbon Mobile 5 User Manual
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VeriFone Carbon Mobile 5 User Manual

Carbon mobile 5 with printer
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Verifone Android
Carbon Mobile 5 with Printer
Document Version 16
Software Version: CM5-O-3.11.4

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Summary of Contents for VeriFone Carbon Mobile 5

  • Page 1 Verifone Android Carbon Mobile 5 with Printer Document Version 16 Software Version: CM5-O-3.11.4...

  • Page 2: Table Of Contents

    User Guide CM5P Table of Contents TERMINAL USAGE BASICS ............................... 4 Charging the Battery ................................6 Manual Start Up .................................. 6 Manual Shutdown ................................6 SIM SETUP ....................................7 OUT OF BOX SETUP ................................. 8 Language selection ................................8 Wi-Fi Setup ..................................9 Network Detection ................................
  • Page 3 User Guide CM5P ORDER HISTORY ..................................30 Search Orders and Advanced search ..........................30 Order details and receipt reprint ............................32 REPORTS ....................................33 Sales overview ................................... 33 Current totals report ................................. 34 Reset totals report ................................34 ACCESSIBILITY ..................................35 Accessible PIN Entry ................................

  • Page 4: Terminal Usage Basics

    User Guide CM5P TERMINAL USAGE BASICS...
  • Page 5 User Guide CM5P...

  • Page 6: Charging The Battery

    Charging the Battery Description To charge the battery. User action After unpacking your Verifone Carbon Mobile 5 device, charge the unit for eight hours or until fully charged. Manual Start Up Description To start up or power on the terminal.

  • Page 7: Sim Setup

    User Guide CM5P SIM SETUP Description 1 Nano SIM Slot 1 micro SAM or 2nd micro SIM Slot User action To install SIM cards please turn off your device, remove the battery cover then remove the primary battery from the battery compartment (keep the battery connected).

  • Page 8: Out Of Box Setup

    User Guide CM5P OUT OF BOX SETUP Language selection Description When the device is first booted up, the language selection screen will be the first screen the user will see. Shows the list of supported languages with locales. User action Language and Country can be selected here, where they will be applied to system and all applications which supports the selected language.

  • Page 9: Wi-Fi Setup

    User Guide CM5P Wi-Fi Setup Description Displays list of available Wi-Fi Networks (SSID, strength). Unsecured or WEP network cannot be selected. User action The user can select secured access point, after selection credentials will be requested. Possible to move to the next screen if Ethernet/Mobile is connected.

  • Page 10: Network Detection

    CM5P Network Detection Description The terminal checks the internet availability and time configuration, these settings are used to communicate with Verifone servers. User action The user is not required to do any action at this stage. Configure Device ID Description Device ID entry.

  • Page 11: Software Upgrade

    User Guide CM5P Software Upgrade Description These are the different stages of VHQ update process as well as multiple Software package installations. User action The user is not required to do any action at this stage and must wait until all the installation steps are completed.

  • Page 12: Sim Handling

    User Guide CM5P SIM HANDLING Single SIM Handling Description When a single SIM is placed into the device, the CM5P detects which slot is used and automatically selects that for use. User action Pull down the notification curtain on the device to view the “Quick Settings”...

  • Page 13: Payment Device Modes

    User Guide CM5P PAYMENT DEVICE MODES Description The Device modes allow the user to change the behaviour of the default or home application of the device, as well as lock the device to a particular application. Modes of Operation 1) Standard Android Mode 2) POS Mode Default Application Description...

  • Page 14: Pos Mode

    User Guide CM5P POS Mode Description If the device home application is set to Connect Express, this will be the default (primary) application, the POS mode will start automatically when the device is switched on and returned to whenever pressing the “home” button.

  • Page 15: User Management

    User Guide CM5P USER MANAGEMENT Description The user management component will require certain functions to request user authentication before proceeding. There are three defined roles supported. Each role requires a passcode: The Admin Role • The Admin can authorise all supported roles. •...

  • Page 16: Passcode Setup

    User Guide CM5P Passcode Setup Description If the passcode hasn’t been set up during OOB, the “Passcode Requirements” information will be displayed. • Cannot repeat same digit more than 3 times • Cannot enter digits in sequential order • The Manager passcode must be between 6 and 12 characters in length •...

  • Page 17: User Authentication Management

    User Guide CM5P User Authentication Management Description The Manager and the Cashier authentication prompt. User action Enter the Manager or the Cashier passcode on the device for authentication. Description Select different role at the authentication prompt. User action To switch roles, select the three dots at the top right corner at the authentication prompt.

  • Page 18: Payment Functions

    User Guide CM5P PAYMENT FUNCTIONS Transaction Selection The transaction selection step consists of two parts: Amount Input The maximum possible amount value can be configured and by default it is set to €1000000. Transaction Type Selection The terminal provides the merchant with the option to choose the transaction.
  • Page 19 User Guide CM5P Description After the amount has been entered, and the button “Card” has been selected the Customer can insert, tap, or swipe the card. User Action The user inserts, taps or swipes payment card to proceed with payment processing.
  • Page 20 User Guide CM5P Description After the card data has been read, the device will display the message “Authorising…”. This indicates that the device is performing online authorisation by communicating with the acquirer’s host system. User Action The user is not required to do any action at this stage. Description When card data has been authorised, the terminal will show an “Approved”...
  • Page 21 User Guide CM5P Description The device prompts the customer to return the device to the merchant, to verify signature. User action Customer gives back the terminal to the merchant. The merchant presses the “Done” button, when the device has been returned.

  • Page 22: Refund Transaction

    User Guide CM5P Description In the event when terminal is configured to print two paper receipts back- to-back, this prompt will appear. It will give the user time to tear off the receipt, before the next receipt is printed. If the tear off screen times out, the merchant receipt will be printed.
  • Page 23 User Guide CM5P Description By selecting the “Other” button, the terminal will display the non- purchase transaction types. User action The user must select “Refund”. Description If the user authentication feature is enabled, the user is prompted for the passcode before performing refund transaction. User action The user must enter the cashier, the merchant or the admin passcode, to proceed with the processing of the refund transaction.
  • Page 24 User Guide CM5P Description After the card is inserted, tapped or swiped, the terminal indicates that it is processing card data, by showing “Please wait…”. User action The user is not required to do any action at this stage Description After the card data has been read, the device will display the message “Authorising…”.

  • Page 25: Split Payment

    User Guide CM5P Description When the transaction has been approved and the card removed the terminal will prompt the user to select the option to print the customer receipt. User action If the “Print” button is selected, then the customer receipt will be printed. If “No Thanks”...

  • Page 26: Void Transaction

    User Guide CM5P Description If split payment is enabled the device allows the total amount to be paid with multiple payments. User action Selecting the “Equal Parts” button will allow the total amount to be paid in two or more equal parts. Selecting the “Amount”...
  • Page 27 User Guide CM5P Description The “Please Wait…” screen displays that the device is doing an online authorisation by communicating to the host and completing the transaction successfully. User action After the transaction has been authorised, the user must choose whether to print the customer and merchant receipts.

  • Page 28: Error Scenarios

    User Guide CM5P ERROR SCENARIOS For Chip cards • Immediate Fallback to Card Swipe will be prompt after a single failed attempt for the following conditions: Card Expiry, EMV Blocked and when the terminal does not support chip transactions for the card type. •...

  • Page 29: Other

    User Guide CM5P Other • The payment configuration on the device contains card schemes that the merchant accepts. Customer cards will be checked against those schemes and if they are not accepted the transaction will be declined. • If the payment application has crashed, or the device reboots while on “Please Wait...” screen, the payment application will perform a power failure recovery, this will decline the transaction and generate a reversal.

  • Page 30: Order History

    User Guide CM5P ORDER HISTORY Description Through the administration menu the user can access the transaction history, account settings and view reports. User action The user must click on the hamburger menu symbol at the top left corner to open the Connect Express administration menu. The user must select “Order History”.
  • Page 31 User Guide CM5P Description Advanced search can be accessed by pressing the “Advanced Search” button in Order History List Search view. When multiple search options have been entered in the view, the returned result will match all the specified options. Selected search criteria can be cleared by pressing the “Clear”...

  • Page 32: Order Details And Receipt Reprint

    User Guide CM5P Order details and receipt reprint Description Order history details can be accessed by selecting an item in Connect Express Order History List. It shows more detailed information about each order. User action The user can press the “Receipt” button to print copies of both the merchant and the customer receipts for the selected order.

  • Page 33: Reports

    User Guide CM5P REPORTS Description The user can access the reports menu by selecting reports from the Connect Express administration menu. Reports menu consists of sales overview, current totals and reset totals. In order to access the reports, the user must enter the passcode. User action The user must select one of the available reports.

  • Page 34: Current Totals Report

    User Guide CM5P Current totals report Description Current totals show the list of all transaction types with total amounts grouped by card scheme and the combined totals since las reset. The current totals report is the X reports or end of shift report. User action The user can view the current totals report.

  • Page 35: Accessibility

    User Guide CM5P ACCESSIBILITY The accessibility function allows visually impaired customers to use the payment device. It supports Assistant PIN Entry, Accessible PIN Entry and training. Accessible PIN Entry Description Accessible Pin entry allows blind people to enter PIN themselves without having to disclosing the PIN to the merchant.

  • Page 36: Accessibility Training

    User Guide CM5P Accessibility Training Description Inexperienced customers can practise using the accessibility features by using the Accessible Training menu. In training menu, the terminal will speak out the pressed keys aloud. User action In card prompt screen the user must select the hamburger menu to be able to select the accessibility training.

  • Page 37: Assistant Pin Entry

    User Guide CM5P Assistant PIN Entry Description Assistant PIN Entry Keypad behaves just like the Standard PIN Entry Keypad with magnification, colour contrast, and audio feedback. On the Card prompt screen, the customer can choose Assistant mode through an Assistant button on the screen. After the button is pressed, the terminal will prompt the user to choose from one of the following options: 1.

  • Page 38: Terminal Hardware

    Full software updates are pushed from VHQ server and includes a new version of the Android operating system and services and a new version of Verifone’s Engage secure processor software. 1) Shows progress of software download. 2) Shows software verification progress after the software download completes.

  • Page 39: Android Application Update

    User Guide CM5P Android Application Update Description 1. Shows the progress of the application download. 2. Indicates application download has completed and that is has been installed. User action No action is needed. If the updated application needs to be restarted, it will restart automatically.

  • Page 40: Diagnostics

    User Guide CM5P Diagnostics Description The diagnostic application can be accessed through the application launcher. The application launcher will take the user to the Android menu, where the diagnostics application can be found. User action Click on the Diagnostics application. The app will display a list of diagnostic options.
  • Page 41 User Guide CM5P Description Summary shows the general status of the most important device functions. Field Description Shows if payment terminal is connected or not. For Terminal status mobile devices always true. Shows if there is network connection (router is Connectivity status connected) Shows if device can reach external IP address, to make...
  • Page 42 User Guide CM5P Description Device information shows general information about the device. Field Description Model Specifies the device model name Serial number Shows the device serial number Manufacturer Shows the device manufacturer Model type Displays the device model version Part number Specifies the terminal part number Displays the current date, time, and time zone Date &...
  • Page 43 Field Description Android version Android OS version Kernel version Android OS API level Build number Android OS Verifone build version Environment Backend environment which device communicates to. Shortcut to open list of installed applications on Applications Android. Engage Software Details:...
  • Page 44 User Guide CM5P Description Network information shows general information about network. Field Description Shows if there is data network connection, such as Wi- Connectivity status Fi/ethernet/mobile. Shows if device can reach external IP address to make Online status sure selected network has actual internet connectivity. Count of data connection disconnects since midnight, specified as when the network state changed from Connectivity...
  • Page 45 User Guide CM5P Description Verifone cloud shows general VHQ information. Field Description Terminal Shows VHQ server URL management Customer ID account on device management server (VHQ), Customer ID used to identify customer and their devices hierarchy Device ID Terminal device ID...
  • Page 46 User Guide CM5P Description Field Description Last Upload Attempt Information about last upload attempt Start Time Time when the last upload was attempted Result Result of the last upload attempt Last successful Information about last successful upload Upload Time Time of the last successful upload Duration Duration of the last successful upload Count...
  • Page 47 User Guide CM5P Description The transaction summary shows the number of successful and failed transactions for all transaction types. Field Description Contactless Number of successful and failed contactless transactions Chip Number of successful and failed chip transactions Magnetic stripe Number of successful and failed magnetic stripe transactions Number of successful and failed transactions with manual card data Manual entry entry...

  • Page 48: Device Manager

    User Guide CM5P Device Manager Description The device manager application can be accessed through the application launcher. The application launcher will take the user to the Android menu, where the device manager application can be found. User action Click on the Device Manager application. The application will display a list of device manager options.
  • Page 49 User Guide CM5P Description Configuration Report shows current configuration for the device. User action Before viewing the configuration report, the device will ask the user to enter the manager passcode. The User can view and print the configuration report. Description Reset setup wizard allows the user to reset the whole OOB process.

  • Page 50: Lock Screen And Sleep

    User Guide CM5P Lock screen and Sleep Description The device Automatic Lock and Sleep functionality allows control over when the device should go in battery-saving sleep mode, e.g. due to inactivity. It also allows the user to set an optional passcode to log in again (via Automatic Lock).

  • Page 51: Sounds

    User Guide CM5P Sounds Description The physical volume control buttons on the device control the volume of any audio that is active e.g. if a notification is active the volume buttons control the notification volume, or if media is active the volume buttons control the media volume.

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