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HOT KEYS
The terminal has six hot keys to the left and right of the display;
these are used to scroll and make selections. The four hot keys below
the display are :
[HOME] - Exits the PTS32L application and returns to the Terminal
Applications menu.
[SETTLE] - Initiates a batch settlement.
[REPORTS] - Opens the Reports menu.
[FUNCTION] - Initiate 1- or 2-digit numbered terminal functions.
BEGIN A TRANSACTION
Use the hot keys at the main menu to navigate to the transaction
type you wish to perform. If the desired transaction is not available
via the main menu, press [ENTER] and select Transaction.
CLERK/CASHIER MENU
Press [FUNCTION], [78] and [ENTER] to access the Clerk/Cashier menu.
BATCH REVIEW
Press [FUNCTION], [1] and [ENTER] to review the current batch.
ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and
open a new batch for logging and accumulating transactions.
Your Equinox terminal uses a Terminal Capture System (TCS),
meaning it stores transactions throughout the day and sends
batch totals of sales and refunds to the host (Chase
Paymentech) after the close of business.
There are two settlement options:
1 - MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settle from the
main menu and follow the prompts displayed.
2 - AUTO SETTLEMENT
If your terminal is set to automatically settle, it will
automatically settle transactions in the current batch at a specific,
predetermined time, within a 24-hour period. When configured,
auto settlement begins any time after the set time occurs if
there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
then auto settlement occurs any time after 22:30:00. If the
terminal is turned off before the set time, and turned on again
(usually the next morning), auto settlement occurs at that time.
Navigating
Your
Terminal
Refer to this section to
find and begin the
transaction or function
you wish to use.
Settling
the Batch
Your transactions must
be "settled" daily. Read
this section to ensure
the settlement process
operates smoothly.
7
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