Global Payments Desk/5000 Quick Reference Manual

Global Payments Desk/5000 Quick Reference Manual

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Payments
Countertop – Desk/5000
Quick Reference Guide
September 2018

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Summary of Contents for Global Payments Desk/5000

  • Page 1 Payments Countertop – Desk/5000 Quick Reference Guide September 2018...
  • Page 2: Table Of Contents

    Table of Contents 1 – Introduction ................5 2 – General Tips ................5 3 – Basic Terminal Operations ............6 Before You Begin ............... 6 Unpacking the Box ............. 6 Terminal ON/OFF .............. 6 Terminal Physical Keyboard ..........7 Virtual Keypad ..............
  • Page 3 To change backlight setting: ..........29 To change brightness setting: .......... 29 18 – Installation Procedure ............30 Countertop – Desk/5000 Connection to Power ....30 Countertop – Desk/5000 Connection to Phone Line ..30 Countertop – Desk/5000 Connection to Ethernet .... 31...
  • Page 4 Attaching the Privacy Shield (Optional) ......31 19 – Replacing The Paper Roll ............. 31 20 – Semi-Integrated Configuration with ECR (optional) ..... 33 21 – Troubleshooting ..............34 Receipt Paper is Jammed ..........34 Card Reader Does Not Work Properly (Cards are Not Read) ................
  • Page 5: Introduction

    1 – Introduction Global Payments offers merchants a wide variety of leading payment technology solutions, all from one reliable source. As one of the world’s largest and most trusted payment technology solution providers, Global Payments combines industry-leading expertise with over 50 years of Canadian-specific experience. This power combination allows us to deliver comprehensive solutions that are personalized to your needs.
  • Page 6: Basic Terminal Operations

    Carefully inspect the shipping carton and its contents for shipping damage. If the content is damaged, file a claim immediately with the shipping company and notify Global Payments. Do not try to use damaged equipment. Remove the items from the carton. You should have the following items, according to what was ordered: •...
  • Page 7: Terminal Physical Keyboard

    Terminal Physical Keyboard The terminal keypad is numeric only, and contains 10 numeric keys (0-9), a green [Enter] key, a red [Cancel] key, a yellow [Correction] key. NOTE: The physical keypad is numeric only. Button Characters Accessed Red [Cancel] key Will clear all of the data entered Yellow [Clear] Key Backspace (i.e.
  • Page 8: Virtual Keypad

    Virtual Keypad Global Payments Countertop - Desk/5000 is equipped with a 3.5- inch touch screen. The sample virtual alpha keypad shown below will display when the field tapped on the touch screen requires alpha numeric entry. 123 can be tapped to display the virtual numeric keypad and QWE can be tapped to display the virtual upper case alpha keypad.
  • Page 9: Alphanumeric Data Entry

    Alphanumeric Data Entry When a field allows for alphanumeric entry, a virtual keypad is displayed. To get an expanded alpha keypad, click icon located on the right end of the data entry field. Access Administrator Menu The Administrator Menu is the place where all terminal configuration settings are stored.
  • Page 10: Password Hierarchy

    Administrator ID & Password Your terminal is pre-programmed with a default administrator ID name of “1”, please call Global Payments Customer Care at 1-800-263-2970 to set up your personalized admin password. Your administrator password is an important security feature of your terminal.
  • Page 11: Manager/Supervisor/Clerk Id & Passwords

    NOTE: Your default administrator user name (“ID”) is 1. To set up your administrator password, please call Global Payments Customer Care at 1-800-263-2970. Manager/Supervisor/Clerk ID & Passwords The manager and supervisor IDs and passwords are set up in the Security menu within Admin menu. A higher level user must access security menu with his credential to create lower level user ID.
  • Page 12: Clerk Id & Password

    Terminal prompts: Add Another? [1] Yes [2] No Press [Cancel] to return to the home screen. If you forget your password, please call Global Payments’ Customer Care at 1-800-263-2970. For instructions on how to use each password level to protect...
  • Page 13: Changing The Terminal Language

    4 – Changing the Terminal Language At the home screen, tap LANGUAGE, bottom right-hand corner. Press [1]-English, press [2]-Francais, and press [Enter]. The home screen will be displayed in the alternate language (English or French). 5 – Accepting Payment Cards To Conduct a Contactless Transaction Tap the transaction icon on the home screen, or press [Enter] key to enter the main transaction menu and then select...
  • Page 14: To Conduct An Emv Chip Card Transaction

    To Conduct an EMV Chip Card Transaction Tap the transaction icon on the home screen, or press [Enter] key to enter the main transaction menu and then select transaction type. Follow the prompts displayed on the screen accordingly. Position the chip card with the chip side facing upward, as shown below.
  • Page 15: Sale (Credit Or Debit) Transactions

    6 – Sale (Credit or Debit) Transactions The sale transaction is the most common transaction. Tap Sale transaction icon on home screen, or press [Enter] to enter the main menu, and then tap Sale. Enter the clerk ID and password (if enabled) and press [Enter]. Enter the invoice # (if enabled) and press [Enter].
  • Page 16: Auth Only (Credit)

    HCP prompts display to select whether they want to pay in home currency amount or in Canadian dollars. Terminal communicates with Global Payments and terminal screen displays “Pass Terminal to Merchant.” Once the transaction is complete, the merchant copy of the receipt is printed.
  • Page 17: Void (Credit Or Debit)

    Customer presses [Enter] and terminal displays “Pass Terminal to Merchant”. Terminal communicates with Global Payments. Once the transaction is complete, the merchant copy of the receipt is printed. Press [Enter] to print the customer copy of the receipt.
  • Page 18: Pre-Auth And Completion (Optional)

    14. The cardholder enters the PIN and presses [Enter]. 15. Customer presses [Enter] and terminal displays “Pass Terminal to Merchant”. 16. Terminal communicates with Global Payments. Once the transaction is complete, the merchant copy of the receipt is printed. 17. Press [Enter] to print the customer copy of the receipt.
  • Page 19: Completion - Complete The Transaction For The Final Amount

    [1]-Yes or [2]-No. 10. Customer presses [Enter] and terminal displays “Pass Terminal to Merchant,” 11. Terminal communicates with Global Payments. Once the transaction is complete, the merchant copy of the receipt is printed. 12. Press [Enter] to print the customer copy of the receipt.
  • Page 20: Return

    The cardholder selects [CHQ] or [SAV]. The cardholder enters PIN, presses [Enter]. terminal displays “Pass Terminal to Merchant,” 10. Terminal communicates with Global Payments. Once the transaction is complete, the merchant copy of the receipt is printed. 11. Press [Enter] to print the customer copy of the receipt.
  • Page 21: Performing A Settlement (Closing The Terminal)

    Select [1]-Yes to close the current batch or [2]-No to [Cancel] if you do not wish to settle at this time. The terminal communicates with Global Payments to close the batch. Once the transaction is complete, a Close Batch Settlement report is printed, giving the status of the closed batch operation.
  • Page 22: Reprint

    12 – Reprint This option allows you to reprint either the last transaction entered or search for the appropriate transaction. Tap Reprint transaction icon on home screen, or press [Enter] to enter the main menu, and then tap Reprint. Press [1]-Last Transacation to reprint last transaction, or press [2]-Search to search for the transaction you wish to reprint.
  • Page 23: Batch Menu

    Press [1] Demo - ON/OFF to enable/disable demo mode. Press [Cancel] 3 times to go to the demo home screen. NOTE: The terminal must be removed from demo mode before conducting live transactions. To return to “live” mode, repeat the procedure in the steps above.
  • Page 24: Delete Batch

    Delete Batch This feature will delete all transactions in the current batch. Follow steps above to access Batch Menu. Select [3]-Delete Batch. Enter administrator name and administrator password press [Enter]. Terminal displays “Confirm Deletion?” Select [1]-Yes or [2]- Press [1]-Yes, terminal displays “Deletion Complete”. Terminal prints activity report NO and returns to Batch Menu.
  • Page 25: Reports Menu Password Protection

    Administrator Menu Associated Parameter Password Option 1. Clerk Menu PWClerkMenu 2. Batch Menu PWBatch 3. Setup Menu PWSetup 4. Maintenance PWMaintenance 5. Diagnostics PWDiagnostics 6. Security PWSecurity 7. Terminal Info PWTerminfo 8. Host Management PWHostMgmt 9. Miscellaneous PWMisc At home screen press [,#*] key for the administrator menu. Key in the administrator name and administrator password, and then press [Enter].
  • Page 26: Transaction Password Protection

    Reports Menu Option Associated Parameter 1. Detail Report PWDetail 2. Summary Report PWSummary 3. Clerk Report PWClerkRpt 4. Recent Error PWRecentError 5. Pre-Auth Report PWPreAuthRpt 6. EMV Report PWEMVRpt The password protection screen will be presented to the user upon accessing one of the above Reports Menu options from the Reports Menu.
  • Page 27 Main Menu Option Associated Parameter 0. Sale PWSale 1. Return PWReturn 2. Void PWVoid 3. Force PWForce 4. Pre Auth PWPreAuth 5. Pre Auth PWCompletion Completion 6. Auth Only PWAuthOnly 7. Settlement PWSettle 8. Reprint PWReprint 9. Reports PWReports 10. Manual PWManual 11.
  • Page 28: Terminal Security

    If your terminal is missing, or if it does not belong to you, please call Global Payments Customer Care1-800-263-2970 to deactivate the terminal immediately. As well, please call the police to report the stolen terminal.
  • Page 29: Key Beep And Backlight

    NOTE: Settlement report will print after a successful batch. 17 – Key Beep and Backlight Through the terminal setting menu, you configure the Key Beep setting based on your customized needs: At home screen press [.,#*] for the administrator menu. Press Setup Menu.
  • Page 30: Installation Procedure

    Countertop – Desk/5000 Connection to Phone Line The terminal has an internal dial-up modem that allows connection to a remote host computer through a standard telephone cord. For this configuration, you will need an available telephone line, telephone cable and modular telephone jack.
  • Page 31: Countertop - Desk/5000 Connection To Ethernet

    Countertop – Desk/5000 Connection to Ethernet Plug one end of the Ethernet cable into the ETH port on the magic box kit. Plug the other end of the Ethernet cable into an Ethernet jack. Attaching the Privacy Shield (Optional) If the terminal is key injected for EBT and you want more privacy for the customer while he/she enters his/her PIN, attach a privacy shield to the front of the terminal.
  • Page 32 Pull the flap backwards to open the paper compartment. Place the paper roll into the paper compartment. Make sure the end of the paper is inserted as shown below. Pull a little bit of paper out towards the top of the terminal. Close the paper compartment by pulling the flap up towards the terminal.
  • Page 33: Semi-Integrated Configuration With Ecr (Optional)

    Roll Length: 17 m (55’) 20 – Semi-Integrated Configuration with ECR (optional) The Countertop - Desk/5000 terminal can be converted to semi- integration mode to be integrated with your Electronic Cash Register (ECR). NOTE: The ECR system must be certified with Global Payments.
  • Page 34: Troubleshooting

    10. Press [Cancel] to return to Home screen. If your semi- integration configuration is complete, the following image will show on home screen. NOTE: To exit Semi Integration mode, click the icon located on top right-handed corner and the terminal will revert to standalone mode.
  • Page 35: Card Reader Does Not Work Properly (Cards Are Not Read)

    NOTE: Changes or modifications to this terminal not expressly approved by Global Payments could void the user’s authority to operate the equipment. Receipt is Blank If the receipt is blank, confirm that the roll of paper has been properly inserted into the terminal and the correct paper type is being used.
  • Page 36: Auto Download (Ip Terminal Only)

    Global Payments’ host when there is an update to the payment application software available. The default interval between each auto download scheduled is 60 days.
  • Page 37: Terminal Specifications

    Cleaning liquid that is applied to the terminal must dry within one minute. If it does not, dry the terminal with a soft cloth. 24 – Terminal Specifications This section discusses power requirements, dimensions and other specifications of the Countertop - Desk/5000 terminal. NAME Desk/5000 Processor Application &...
  • Page 38 Speaker Mono Video Video H264 codec accelerator Thermal Speed in l/s 20 l/s Printer Paper roll cage 2 1/4’’ (58 mm) width x Ø 40 mm Terminal Wired Dial-up MODEM connectivity Ethernet 10/100 base T Terminal 1 USB Host connections 1 USB Slave Power Supply Dedicated power Jack...
  • Page 39: Service And Support

    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 40 SM-181711-v1.0EN...

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