VeriFone VX 520 User Manual
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VeriFone VX 520 User Manual

Point-of-sale (pos) devices
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  • Page 1 Merchant Solutions AutoLink User Manual: Verifone...
  • Page 2 AutoLink User Manual VX 520 and VX 675 Point-of-sale (POS) devices supplied and supported by Standard Bank...

  • Page 3: Table Of Contents

    Contents VX 520 Device Description VX 675 Device Description Card Information Overview Retail Restaurant 4.3. Forecourt Workshop Value Added Services Usage and Maintenance of the POS Device Refund Transactions Accepting Chip and PIN Cards General Information Avoiding Fraud Card Security Features...

  • Page 4: Vx 520 Device Description

    VX 520 Device Description F1 Button Displays the next transaction when a list is available, used in the ‘correction’ and ‘authorisation’ completion flow F4 Button Menu Magnetic Swipe Card Slot The magnetic strip must face inwards towards the terminal Enter...
  • Page 5 TO INSERT A PAPER ROLL STEP 1 Gently lift the dark grey lid handle to unlock the paper roll cover Loosen the glued leading edge of the new roll of paper or remove STEP 2 the protective strip; unwind the paper roll past any glue residue Drop the paper roll into the paper tray so that the loose STEP 3 paper fold is fed from the bottom and facing out towards you...

  • Page 6: Vx 675 Device Description

    VX 675 Device Description Thermal printer and paper roll Screen Contactless reader for Tap to Pay™ cards Magnetic Swipe Card Slot The magnetic strip must face inwards towards the terminal Enter Press enter to confirm a setting or accept an amount or other entries Chip Reader Firmly insert the card chip facing upwards,...
  • Page 7 Gently pull the latch located at the bottom of STEP 1 the terminal to unlock the paper roll cover STEP 2 Lift the printer roll cover up and back STEP 3 Remove any partial roll of paper in the printer tray Loosen the glued leading edge of the new roll of paper or remove STEP 4 the protective strip;...

  • Page 8: Card Information Overview

    Card Information Overview Issuing bank The responsible bank who issued the card to the member. Tap to Pay Tap to Pay™ functionality available. Card association logos All POS devices accept VISA, MasterCard® and Union Pay International. American Express, Diners Club, RCS, Fleet and other card types can only be accepted if the merchant has signed a separate merchant agreement with these issuers.

  • Page 10: Retail

    Retail The POS device idle screen will give you the option to press * for menu or # for transaction list. If you press #, the following transactions (if enabled) will appear: 1. Purchase 2. Purchase & Cash 3. Cash Withdrawal 4.
  • Page 11 Purchase STEP 1 Enter the amount to initiate the purchase transaction and then proceed to step 3 STEP 1 Press # for the transaction list and select ‘purchase’ STEP 2 Enter the purchase amount and press enter Pass the POS device to the customer who can STEP 3 either Tap to Pay™, insert or swipe his or her card STEP 4...
  • Page 12 Purchase & Cash STEP 1 Press # for the transaction list and select ‘purchase & cash’ STEP 2 Enter the purchase amount and press enter STEP 3 Enter the cashback amount and press enter STEP 4 Enter supervisor ID and press enter STEP 5 Enter supervisor PIN and press enter Pass the POS device to the customer who can either Tap to Pay™,...
  • Page 13 Cash Withdrawal STEP 1 Press # for the transaction list and select ‘cash withdrawal’ STEP 2 Enter the cashback amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Pass the POS device to the customer who can either insert or STEP 5 swipe his or her card STEP 6...
  • Page 14 Correction* STEP 1 Press # for the transaction list and select ‘correction’ STEP 2 Enter supervisor ID and press enter Enter supervisor PIN and press enter STEP 3 STEP 4 Enter the authorisation code** and press enter Pass the POS device to the customer who can either insert or swipe his STEP 5 or her card (the card must be the same card as the original transaction) STEP 6...
  • Page 15 Refund* STEP 1 Press # for the transaction list and select ‘refund’ STEP 2 Enter the refund amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Pass the POS device to the customer who can either Tap to Pay™, insert or swipe STEP 5 his or her card (the card must be the same card as the original transaction) STEP 6...
  • Page 16 Pre-authorisation* STEP 1 Press # for the transaction list and select ‘pre-authorisation’ STEP 2 Enter the amount and press enter Pass the POS device to the customer who can either STEP 3 insert or swipe his or her card STEP 4 If prompted, the customer must enter his or her PIN followed by enter STEP 5 Wait for the authorisation response...
  • Page 17 Pre-authorisation Completion* STEP 1 Press # for the transaction list and select ‘pre-authorisation completion’ STEP 2 Enter the pre-authorisation completion amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Enter the authorisation code** found on the customer’s receipt;...
  • Page 18 Pre-authorisation Cancel* STEP 1 Press # for the transaction list and select ‘pre-authorisation cancel’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter Enter the authorisation code** found on the customer’s receipt; STEP 4 this code cannot contain any special characters (,.-+#*) or blanks Pass the POS device to the customer who can either insert or swipe his or STEP 5...
  • Page 19 Voice Approval STEP 1 Press # for the transaction list and select ‘voice approval’ STEP 2 Enter the voice approval amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Enter the authorisation code obtained from the bank;...
  • Page 20 10. Balance Enquiry STEP 1 Press # for the transaction list and select ‘balance enquiry’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter Pass the POS device to the customer who can either insert or swipe STEP 4 his or her debit card.
  • Page 21 11. Payment Press # for the transaction list and select ‘payment’ STEP 1 STEP 2 Enter the payment amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Pass the POS device to the customer who can either insert or swipe STEP 5 his or her card STEP 6...

  • Page 24: Restaurant

    Restaurant The POS device idle screen will give you the option to press * for menu or # for transaction list. If you press #, the following transactions (if enabled) will appear: 1. Purchase 2. Purchase & Cash 3. Cash Withdrawal 4.
  • Page 25 Purchase STEP 1 Enter the amount to initiate the purchase transaction and then proceed to step 3 STEP 1 Press # for transaction list and select ‘purchase’ STEP 2 Enter the purchase amount and press enter STEP 3 Enter the tip amount and press enter STEP 4 Enter a valid waiter ID and press enter STEP 5...
  • Page 26 Purchase & Cash STEP 1 Press # for the transaction list and select ‘purchase & cash’ STEP 2 Enter the purchase amount and press enter STEP 3 Enter the cashback amount and press enter STEP 4 Enter the tip amount and press enter STEP 5 Enter supervisor ID and press enter STEP 6...
  • Page 27 Cash Withdrawal STEP 1 Press # for the transaction list and select ‘cash withdrawal’ STEP 2 Enter the cashback amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter* STEP 5 Enter a valid waiter ID and press enter Pass the POS device to the customer who can either insert or swipe STEP 6...
  • Page 28 Correction* STEP 1 Press # for transaction list and select ‘correction’ STEP 2 Enter supervisor ID and press enter Enter supervisor PIN and press enter STEP 3 STEP 4 Enter a valid waiter ID and press enter STEP 5 Enter the table number and press enter STEP 6 Enter the authorisation code** and press enter Pass the POS device to the customer, who can either insert or swipe his...
  • Page 29 Refund* STEP 1 Press # for the transaction list and select ‘refund’ STEP 2 Enter the refund amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter STEP 5 Enter a valid waiter ID and press enter STEP 6 Enter the table number and press enter Pass the POS device to the customer who can either Tap to Pay™, insert or swipe...
  • Page 30 Pre-authorisation* STEP 1 Press # for the transaction list and select ‘pre-authorisation’ STEP 2 Enter the amount and press enter STEP 3 Enter a valid waiter ID and press enter STEP 4 Enter the table number and press enter Pass the POS device to the customer who can either insert or STEP 5 swipe his or her card If prompted, the customer must enter his or her PIN...
  • Page 31 Pre-authorisation Completion* STEP 1 Press # for the transaction list and select ‘pre-authorisation completion’ STEP 2 Enter the pre-authorisation completion amount and press enter STEP 3 Enter the tip amount and press enter STEP 4 Enter supervisor ID and press enter STEP 5 Enter supervisor PIN and press enter STEP 6...
  • Page 32 Note: If the final amount is 15% higher than the original amount, then a pre-authorisation completion of the original amount must be done and the difference done as a separate transaction If the final amount is lower than the pre-authorised amount, complete the final amount, and the balance will reverse *The pre-authorisation completion must be done on the same POS device that was used to pre-authorise...
  • Page 33 Pre-authorisation Cancel* STEP 1 Press # for the transaction list and select ‘pre-authorisation cancel’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter STEP 4 Enter a valid waiter ID and press enter STEP 5 Enter the table number and press enter Enter the authorisation code** found on the customer’s receipt;...
  • Page 34 Voice Approval STEP 1 Press # for the transaction list and select ‘voice approval’ STEP 2 Enter the voice approval amount and press enter STEP 3 Enter the tip amount and press enter STEP 4 Enter supervisor ID and press enter STEP 5 Enter supervisor PIN and press enter STEP 6...
  • Page 35 10. Balance Enquiry STEP 1 Press # for the transaction list and select ‘balance enquiry’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter Pass the POS device to the customer who can either insert or swipe STEP 4 his or her debit card.

  • Page 37: Forecourt

    Forecourt The POS device idle screen will give you the option to press * for menu or # for transaction list. If you press #, the following transactions (if enabled) will appear: 1. Purchase 2. Refund 3. Correction Select the transaction you want to perform by pressing the corresponding number.
  • Page 38 Purchase STEP 1 Enter Litres amount to initiate the transaction STEP 1 Press # for the transaction list and select ‘purchase’ STEP 2 Select the product and press enter STEP 3 Select the type of product and press enter STEP 4 Press ‘yes’...
  • Page 39 *Steps 7 to 9 apply only to Fleet Card purchases If the customer selects to Tap to Pay™ his or her card and the transaction is below R500, the customer will not need to enter his or her PIN. For Tap to Pay™ transactions, whether over or under R500, the customer can choose to print a receipt.
  • Page 40 Correction STEP 1 Press # for the transaction list and select ‘correction’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter STEP 4 Enter the authorisation code** and press enter Pass the POS device to the customer who can either insert or swipe his STEP 5 or her card (the card must be the same card as the original transaction) STEP 6...

  • Page 42: Workshop

    Workshop The POS device idle screen will give you the option to press * for menu or # for transaction list. If you press #, the following transactions (if enabled) will appear: 1. Purchase 2. Correction 3. Refund 4. Pre-authorisation 5.
  • Page 43 Purchase STEP 1 Enter the amount to initiate the purchase transaction and proceed to step 3 STEP 1 Press # for the transaction list and select ‘purchase’ STEP 2 Enter the purchase amount and press enter STEP 3 Select the product and press enter STEP 4 Press ‘yes’...
  • Page 44 Correction STEP 1 Press # for the transaction list and select ‘correction’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter STEP 4 Enter the authorisation code** and press enter Pass the POS device to the customer who can either insert or swipe his STEP 5 or her card (the card must be the same card as the original transaction) STEP 6...
  • Page 45 Refund* Press # for the transaction list and select ‘refund’ STEP 1 STEP 2 Enter the refund amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Pass the POS device to the customer who can either Tap to Pay™, STEP 5 insert or swipe his or her card (the card must be the same card as the original transaction)
  • Page 46 Pre-authorisation* STEP 1 Press # for the transaction list and select ‘pre-authorisation’ STEP 2 Enter the amount and press enter STEP 3 Select the product type and press enter STEP 4 Press ‘yes’ to select another item or press ‘no’ to continue Pass the POS device to the customer who can either insert or STEP 5 swipe his or her card...
  • Page 47 Pre-authorisation Completion* STEP 1 Press # for the transaction list and select ‘pre-authorisation completion’ STEP 2 Enter the pre-authorisation completion amount and press enter STEP 3 Enter the tip amount and press enter STEP 4 Enter supervisor ID and press enter STEP 5 Enter supervisor PIN and press enter Enter the authorisation code**;...
  • Page 48 Pre-authorisation Cancel* STEP 1 Press # for the transaction list and select ‘pre-authorisation cancel’ STEP 2 Enter supervisor ID and press enter STEP 3 Enter supervisor PIN and press enter Enter the authorisation code**; this code cannot contain any STEP 4 special characters (,.-+#*) or blanks Pass the POS device to the customer who can either insert or swipe his or STEP 5...
  • Page 49 Voice Approval STEP 1 Press # for the transaction list and select ‘voice approval’ STEP 2 Enter the voice approval amount and press enter STEP 3 Enter supervisor ID and press enter STEP 4 Enter supervisor PIN and press enter Enter the authorisation code**;...

  • Page 52: Value Added Services

    Value Added Services Value Added Services (VAS) are products and services available on the POS devices at merchants. At a till point, in addition to being able to pay for their good and services, customers are offered a range of value added services: Airtime and Data Bundles Pre-paid Electricity...
  • Page 53 Instruction STEP 1 Press * to navigate to the menu STEP 2 Select 3. Pre-paid STEP 3 Select 1. Pre-paid products Note: If multiple operators are enabled, enter operator ID STEP 4 Select the requested pre-paid product Airtime and Data STEP 1 Follow steps 1 to 4 of ‘instruction’...
  • Page 54 STEP 3 Select a voucher from the list (e.g. 1 for R10 voucher) Press enter to confirm amount or cancel to go back to the pre-paid STEP 4 product screen STEP 5 For cash payment, select 1. Cash; otherwise select 2. Payment card Swipe or insert card or press cancel to go back to the pre-paid STEP 6 product screen...
  • Page 55 Electricity STEP 1 Follow steps 1 to 4 of ‘instruction’ STEP 2 Enter a valid meter number STEP 3 Enter the amount; the pre-vend receipt will print Press enter to confirm the quote printed on the pre-vend receipt or STEP 4 cancel to go back to the pre-paid products screen Press enter to confirm the amount or cancel to go back to the pre-paid STEP 5...
  • Page 56 Funeral STEP 1 Follow steps 1 to 4 of ‘instruction’ STEP 2 Select a funeral policy option STEP 3 Select an option (e.g. Family Funeral Policy) Enter the policy holder name or cancel to go back to the pre-paid STEP 4 products screen STEP 5 Enter ID (max 13 digits) or cancel to go back to the pre-paid products screen...
  • Page 57 Instant Money 5.1 BALANCE ENQUIRY STEP 1 Follow steps 1 to 4 of ‘instruction’ STEP 2 Select 1. Balance Enquiry Enter the voucher number or cancel to go back to the pre-paid STEP 3 products screen Note: An Instant Money balance receipt is printed 5.2 REDEEM VOUCHER STEP 1 Follow steps 1 to 4 of ‘instruction’...

  • Page 58: Usage And Maintenance Of The Pos Device

    Usage and Maintenance of the POS Device The POS device is a sensitive electronic device, similar to a cellular phone. Any physical operational abuse or dropping of the POS device can damage the device, resulting in unpredictable operational behaviour. The POS device must be kept clean and free of any dust, dirt or grime that can penetrate and damage the keyboard, thermal print head, chip reader and magnetic strip reader.

  • Page 59: Accepting Chip And Pin Cards

    Accepting Chip and PIN Cards FOLLOW THESE FOUR STEPS TO PROCESS A CHIP TRANSACTION: 1. CHECK Identify whether the card has a chip. It looks like this: CHIP 2. INSERT Insert the chip card into the POS device and follow the prompts. The POS device will tell you how to complete the transaction and whether the customer needs to enter his or her PIN or sign the receipt.

  • Page 60: General Information

    General Information DATA SECURITY Cardholder privacy Only the cardholder should enter his or her PIN (the cashier may not ask the cardholder for his or her PIN). When performing a PIN authorised transaction, ensure the cardholder’s privacy: Staff members should look away when a customer is entering his or her PIN Other customers in the queue should leave enough room to allow for sufficient privacy Ideally, PIN pads should have a privacy shield Security cameras should not point at the PIN pad...
  • Page 61 Ensure that you raise any reliability issues with Standard Bank. When performing a magnetic strip card transaction, ensure that the customer signs the merchant receipt copy. This receipt must be kept as proof of purchase to refute any chargebacks from the cardholder. All merchants must retain receipts for at least six months in the event of chargebacks.

  • Page 62: Avoiding Fraud

    CHARGEBACKS TO MERCHANT ACCOUNTS CAN OCCUR UNDER THE FOLLOWING CIRCUMSTANCES: The card account number submitted is invalid Authorisation was not obtained for manual transactions or transactions above the floor limit The authorisation was denied The authorisation code provided by you is invalid The card account number or the amount of the sale is missing or illegible on the imprint voucher The transaction amount is duplicated...
  • Page 63 If the card is swiped through the POS device and the POS device prompts that the card must be inserted into the chip reader, do so immediately. If the POS device prompts you to insert the card into the chip reader but there is no chip on the card, do not proceed with the transaction.

  • Page 64: Card Security Features

    Card Security Features 0000 0000 0000 0000 Credit card security features The embossed account number must be clear and uniform in size and spacing 2. A four-digit number will always be pre-printed on the card; it must match the first four digits of the embossed account number The expiry date lists the last date on which the card is valid;...
  • Page 65 IMPORTANT THINGS TO REMEMBER WHEN ACCEPTING A CREDIT CARD A credit card is never transferable, and only the person whose name is embossed on the front of the credit card is authorised by the said bank to use the credit card No other person can be authorised to use the credit card on his or her behalf or sign any sales voucher Always check that the credit card has not expired and that the card is signed;...
  • Page 66 If you’re not sure what the signature panel should look like, call your bank if you’re suspicious of the presenter or the credit card being presented (you’ll receive a R500 reward for any stolen credit card you recover and a further R500 reward for the presenter of such a stolen or counterfeit credit card or any positive information that leads to the arrest and conviction of the said presenter, but remember: your safety is our main concern, so always follow our instructions when phoning the bank for a...

  • Page 67: Sim Card Usage And Replacement

    SIM Card Usage and Replacement SIM CARD INFORMATION The POS device makes use of a data-only SIM card, provided either by MTN or Vodacom. This SIM card is provisioned for banking data transactions only and cannot be used in a standard cellular phone. Should the SIM card be removed from the POS device and placed in another device, the SIM card will automatically be blocked by the network operator.

  • Page 68: Frequently Asked Questions

    Frequently Asked Questions 1. WHAT DO I DO WHEN I HAVE TO REPLACE A FAULTY POS DEVICE? If a POS device stops working, call the Call Centre to have it swapped out. A replacement POS device will be delivered to your store, and the faulty POS device will be collected. Ensure that you batch the faulty POS device before handing it over to the collection personnel.
  • Page 69 You’ll know that a transaction has gone through successfully if the POS device prints out a merchant copy. The transaction will reflect in the current batch. If a customer has a double debit on his or her account but only a single transaction shows in your batch or in your account, the cardholder has to dispute the transaction with his or her bank.
  • Page 70 7. WHAT IS THE IMPRINTER BOOKLET? The imprinter booklet is used when conducting manual transactions. You need to ensure that you populate all the details correctly on the slip. The imprint voucher is your proof that the card was present during the transaction. To obtain additional manual imprinter booklets, please call the Standard Bank Merchant Solutions helpdesk on 086 100 1200.

  • Page 71: Contact Details, Hours Of Operation And Support

    Contact Details, Hours of Operation and Support For all merchant-related queries, contact Standard Bank Merchant Solutions on 086 100 1200. Hours of operation and support Monday to Thursday 7am to 8pm Friday 7am to 10pm Saturday 8am to 10pm Sunday 8am to 5pm Visit our website: merchantsolutions.standardbank.co.za.

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Vx 675

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