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Related Manuals for Westpac Presto Smart e355
Summary of Contents for Westpac Presto Smart e355
- Page 1 Presto Smart e355 User Guide.
- Page 2 Get in touch Merchant Helpdesk 1800 029 749 (available 24 hours a day, 7 days a week)
- Page 3 Contents 1.0 Introduction ........................5 Merchant Responsibility for Equipment and Materials Provided........5 Damaged, Lost or Stolen Equipment....................5 Merchant Receipts..........................6 2.0 Getting Started ........................6 Keyboard Layout............................7 2.2 Keyboard Mapping..........................7 2.3 Terminal Display............................8 2.4 Charging your Terminal........................9 2.5 Manual Start and Shutdown.
- Page 4 7.0 Surcharging via the Terminal ..................49 8.0 Settlement ........................50 9.0 Network Configuration ....................50 Wi-Fi Setup.............................. 50 10.0 Glossary ..........................57 11.0 Troubleshooting .......................58 11.1 Terminal Response Codes.........................58...
- Page 5 1.0 Introduction The Presto Smart e355 terminal lets you process online transactions for Debit Cards (savings and cheque accounts), Credit Cards (Visa, Mastercard and UnionPay) and Charge Cards (American Express, Diners Club and JCB). To accept Charge Card transactions please contact the relevant Charge Card Provider.
- Page 6 Solutions Card Acceptance by Business Terms and Conditions. You must provide customers with a receipt unless they request otherwise. Note: The Presto Smart e355 terminal does not have print functionality and all merchant receipts must be printed from the POS.
- Page 7 2.2 Keyboard Mapping. The Presto Smart e355 keypad uses a mobile phone style for character set navigation. To type the preferred character, press the destined key a number of times to toggle through different values (e.g., 1, Q, Z, q, z, . )
- Page 8 2.3 Terminal Display. Key Title Symbol Key Purpose Wi-Fi Number of bars indicates strength of the Wi-Fi signal. No Wi-Fi Wi-Fi configured but not connected. Battery Internal battery power level displayed when terminal is not connected to mains power. Battery low Battery symbol turn red when the terminal is low on charge.
- Page 9 2.4 Charging your Terminal. There are two options available to charge your terminal, either through connecting the power source directly to a computer or via the power adaptor. Connecting the terminal to a computer: i) Insert the micro-USB connector to the micro-USB port found on the side of the terminal.
- Page 10 Hold the key down for 10 seconds until the terminal displays the shutdown verification screen. Keep holding the key until the Presto Smart e355 terminal shuts down (the terminal must be unplugged from the power supply or removed from the base before attempting a manual shut down).
- Page 11 3.2 Contactless Transactions. The Presto Smart e355 terminal is fitted with an in-built contactless card reader, mounted behind the screen, which enables the terminal to process contactless card transactions. When prompted by the terminal, position the contactless card above the terminal screen.
- Page 12 3.4 Magnetic Stripe Transactions. The Presto Smart e355 terminal supports magnetic stripe transactions. The magnetic stripe reader is located on the top of the terminal. Position a magnetic stripe card in the card reader with the stripe facing inward, towards the keypad.
- Page 13 4.0 Pairing to the Point of Sale Your Presto Smart e355 terminal needs to be paired to the Point of Sale (POS) prior to use. Note: The actions of the POS will differ depending on the POS vendor solution. Step...
- Page 14 Step Terminal Display Action The terminal will display the following screen when it has established a connection with the POS to begin the pairing process. Pairing POS... The terminal will now display a 6-digit secret key. This 6-digit secret key will also be displayed on the POS.
- Page 15 Step Terminal Display Action The terminal will now display ‘Pairing successful’ with the name of the POS it is connected to. Pairing successful Paired with “SALSAPOS” Once the terminal has paired successfully, it will display the following screen. This screen will also display the name of the POS that the terminal is paired with.
- Page 16 5.0 Disconnecting from the Point of Sale This function will have to be performed in the event of: • Connecting the terminal to another POS. • Swapping the terminal. Access this function by pressing ‘ENTER + 3’ on the terminal keypad. Step Terminal Display Action...
- Page 17 Step Terminal Display Action Enter your merchant password and press MERCHANT Enter password: The terminal will now display the ‘Unpair terminal’ menu. Select ‘1. Unpair terminal’ to continue. Menu 1. Unpair terminal The terminal will display ‘Unpairing Terminal’ Unpairing Terminal...
- Page 18 Step Terminal Display Action The terminal will now display ‘Terminal Unpaired’ if unpairing was successful. Terminal Unpaired 6.0 Transaction Procedures How to process a Purchase Only Transaction. Note: In integrated mode, all transactions need to be initiated from the POS. Step Terminal Display Action...
- Page 19 Step Terminal Display Action For magnetic stripe and chip cards select the required account by pressing the ‘1’, ‘2’ or ‘3’ Select Account key. 1. Cheque Note: The accounts offered on this screen are dynamic and will change depending on the 2.
- Page 20 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved If a signature is required, remove the card from the terminal and have the customer sign the receipt printed from the POS and confirm the signature is correct on the POS to finalise the transaction.
- Page 21 6.2 How to process a Purchase with Cash Out Transaction. If enabled, your terminal can process purchase with Cash Out transactions, available from Cheque or Savings accounts only. Note: In integrated mode, all transactions need to be initiated from the POS. Step Terminal Display Action...
- Page 22 Step Terminal Display Action The cardholder can now enter their PIN. Once entry is complete the cardholder can press key. Total Amount Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types by leaving the PIN blank and pressing the key.
- Page 23 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved 6.3 How to process a Cash Out Only Transaction. If ‘Cash Out’ is enabled on the terminal, customers can be given Cash Out. Cash Out is available from cheque and savings accounts only.
- Page 24 Step Terminal Display Action Select the required account ‘Cheque’ or ‘Savings’ by pressing the ‘1’, ‘2’ or ‘3’ key. Select Account Note: Cash Out is only available on Cheque 1. Cheque and Savings accounts. 2. Savings 3. Credit The cardholder can now enter their PIN. Once entry is complete the cardholder can press the key.
- Page 25 Step Terminal Display Action If a chip card was inserted, and is yet to be removed, this prompt will appear. Remove the card at this prompt. The terminal will beep as a reminder if the card is not removed. Remove Card The terminal will display the transaction result and send the response back to the POS.
- Page 26 6.4 Refund. If a customer returns a purchase, or if an incorrect amount was charged, a Refund can be processed as follows: Note: Refunds may only be processed where there was an initial valid transaction on the same card. Step Terminal Display Action Once the Refund transaction has been initiated...
- Page 27 Step Terminal Display Action For magnetic stripe and chip cards, select the required account by pressing ‘1’, ‘2’ or ‘3’. Select Account Note: The accounts offered on this 1. Cheque screen will change depending on the type of card presented. 2.
- Page 28 Step Terminal Display Action If a chip card was inserted, and is yet to be removed, this prompt will appear. Remove the card at this prompt. The terminal will beep as a reminder if the card is not removed. Remove Card The terminal will display the transaction result and send the response back to the POS.
- Page 29 6.5 How to process a Purchase with Tip Transaction. The Tip Amount screen will only display if the tipping feature has been enabled. You may enable or disable the tipping feature by contacting the Merchant Helpdesk. Step Terminal Display Action Once the Purchase with Tip transaction has been initiated from the POS, the terminal will immediately change to the present...
- Page 30 Step Terminal Display Action The cardholder can now enter their PIN. Once entry is complete the cardholder can press the key. Total Amount Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types by leaving the PIN blank and pressing the key.
- Page 31 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved...
- Page 32 Telephone Order) transactions. MOTO transactions can only be processed on Credit and Charge cards and will only be available if your POS supports this functionality, and is subject to Westpac approval. For more information on how to register as a MOTO merchant, contact the Merchant Helpdesk.
- Page 33 Step Terminal Display Action Key in the cardholder’s card number. If a correction is required press the key, once the value is correct press the key. Enter Card Number Key in the cardholder’s card expiry date in MMYY format. If a correction is required press the key, once the value is correct press the key.
- Page 34 Approved 6.7 Pre-Authorisation. The Pre-Authorisation feature is optional. Pre-Authorisation functionality will be subject to Westpac approval and scheme rules and enabled for eligible merchant category codes. You may enable or disable this feature by contacting the Merchant Helpdesk. A Pre-Authorisation is used to reserve funds on a card for a sale to be processed at a later date.
- Page 35 Step Terminal Display Action Once the Pre-Authorisation transaction has been initiated from the POS, the terminal will immediately change to the present Total Amount card prompt. The terminal will now display the Insert/Swipe card screen or press ‘#’ for manual card Insert/Swipe card number input.
- Page 36 Step Terminal Display Action If a chip card was inserted, and is yet to be removed, this prompt will appear. Remove the card at this prompt. The terminal will beep as a reminder if the card is not removed. Remove Card The terminal will display the transaction result and send the response back to the POS.
- Page 37 Step Step Terminal Display Action Once the Pre-Authorisation Completion transaction has been initiated from the POS, the terminal will begin locating the stored transaction. RETRIEVING INFORMATION Please Wait Once located the terminal will connect to the Bank and begin processing the Pre-Auth Completion.
- Page 38 6.9 Pre-Authorisation Cancellation. A Pre-Authorisation Cancellation is used to cancel a Pre-Authorisation that is no longer required. Note: A Pre-Authorisation cancellation transaction can only be performed within 30 days (scheme dependant) from when the Pre-Authorisation was processed. Step Terminal Display Action Once the Pre-Auth Cancellation transaction has been initiated from the POS, the terminal will begin locating the stored transaction.
- Page 39 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved 6.10 Account Verify. The Account Verify function is used to confirm the validity of a card. No transaction value is processed for this function. No funds are reserved on the card.
- Page 40 Step Terminal Display Action The cardholder can now enter their PIN. Once entry is complete the cardholder can press the key. Total Amount Note: If the customer does not wish to enter a PIN it can be bypassed for certain card types by leaving the PIN blank and pressing the key.
- Page 41 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Refer to section 11 for an explanation of terminal response codes and decline reasons. Approved <Declined Reason>...
- Page 42 6.11 Pre-Authorisation Top-Up. A Pre-Authorisation Top-Up is used to increase the value of the original Pre-Authorisation transaction, where the expected value of the final transaction is higher than initially Pre-Authorised. The expiry date of the original Pre-Authorisation transaction processed on a Mastercard will also be extended. Step Terminal Display Action...
- Page 43 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Refer to section 11 for an explanation of terminal response codes and decline reasons. Approved <Declined Reason>...
- Page 44 6.12 Pre-Authorisation Extend. A Pre-Authorisation Extend is used to increase the number of days that the Pre-Authorisation is in effect, up to a further 30 days (scheme dependant). The value of the original Pre-Authorisation is not changed. Step Terminal Display Action Once the Pre-Authorisation Extend has been initiated from the POS, the terminal will begin...
- Page 45 Step Terminal Display Action Terminal will now prompt for signature approval. Signature required The terminal will display the transaction result and send the response back to the POS. Refer to section 11 for an explanation of terminal response codes and decline reasons. Approved <Declined Reason>...
- Page 46 6.13 Pre-Authorisation Partial Cancellation. A Pre-Authorisation Partial Cancellation is used to partially cancel a Pre- Authorisation, where the expected value of the final transaction is lower than the initial Pre-Authorised amount. The expiry date of the original Pre-Authorisation transaction is not changed. Step Terminal Display Action...
- Page 47 Step Terminal Display Action The terminal will display the transaction result and send the response back to the POS. Approved 6.14 Phone for Auth. The Phone for Auth screens are displayed when the terminal is offline (EFB mode) and a transaction above the terminal floor limit has been requested. The terminal will prompt for and validate the authorisation number before continuing.
- Page 48 Step Terminal Display Action Confirm you wish to process using Phone for Auth and call the authorisation number listed on screen. Total Amount Phone For Auth? Call: 012 123 1234 Merchant ID 02447510 Cancel OK Proceed to enter the authorisation number. Enter Auth Code:...
- Page 49 7.0 Surcharging via the Terminal Merchants have the ability to charge customers an additional fee for paying by debit or credit cards. The Surcharge can be either a fixed fee or a percentage fee based on the value of the transaction. To add a Surcharge fee the merchant must contact the Merchant Helpdesk to activate the feature on the terminal.
- Page 50 8.0 Settlement Step Terminal Display Action Initiate Settlement from the POS. The terminal will indicate Approved once the settlement has been completed. The Settlement report will appear on the POS. Approved 9.0 Network Configuration Wi-Fi Setup. 9.1.1 Enabling Wi-Fi communication type. Step Terminal Display Action...
- Page 51 Step Terminal Display Action Under the ‘Utility’ menu select 3. ‘Network’. Utility 1. Reset Terminal 2. Delete S&F 3. Network 4. Bluetooth Confg Select ‘1. Wi-Fi’ as the communication method. Network Select Type 1. Wi-Fi Select ‘3. Enable’ to enable Wi-Fi communication type for the terminal.
- Page 52 Step Terminal Display Action The terminal will now enable Wi-Fi. Connecting Wi-Fi Please wait 9.1.2 Auto Scan Wi-Fi Network. Step Terminal Display Action While in standalone mode, press the key to Wi-Fi access the main menu and select ‘4. Utility’. Enabled Select ‘1.
- Page 53 Step Terminal Display Action Terminal will now scan for Wi-Fi networks in the area. Scanning for Wi-Fi APs The available networks will be shown on the screen. Use ‘up’ ‘8’ or ‘down’ ‘0’ to scroll Select SSID through the list in the same page (or) use page 1.
- Page 54 Step Terminal Display Action Terminal will now attempt to connect to the selected Wi-Fi. Connecting Wi-Fi Please wait Upon successful connection, the terminal will show the Wi-Fi network details and then return to the idle screen. Wi-Fi Setup SSID: VFI_GUEST Auth Type: WPA2-PSK Data Encryption:...
- Page 55 9.1.3 Disable Wi-Fi Function. Step Terminal Display Action Select ‘3. Disable’ to disable Wi-Fi function. Wi-Fi Note: The Wi-Fi network menu will now Enabled show ‘2. Wi-Fi 1’ instead of ‘2. Add Wi-Fi’ as this is the Wi-Fi connection remembered 1.
- Page 56 Step Terminal Display Action The Wi-Fi signal icon will be removed from the idle screen. 14:00 Saturday 4 August 2018 Menu...
- Page 57 EFTPOS terminal. Electronic Fall Back (EFB) The ability to continue performing transactions on the terminal when communication with the Westpac System has been lost. Merchant ID An eight-digit number used to obtain an authorisation code for Credit card transactions.
- Page 58 11.0 Troubleshooting 11.1 Terminal Response Codes. The following table lists an explanation and action for common response codes that your terminal and receipts may display. All other response codes can be found on our website: westpac.com.au/business-banking/merchants-and-payments/manage/ response-codes/ Terminal Receipt Status...
- Page 60 We’re here to help westpac.com.au/merchantsupport 1800 029 749, 24/7 © Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. WBCE355UG 1022...