Worldline Ingenico AXIUM DX8000 User Manual

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AXIUM DX8000 User Guide

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Page 2: Table Of Contents
Table of contents Table of contents ....................... 2 Introduction ........................ 6 Contents of box ......................6 Overview of AXIUM DX8000 ..................7 Keyboard details and functionality ................8 Switching ON / OFF terminal ..................8 Screensaver Mode ....................9 Terminal Setup ......................9 Location of the AXIUM DX8000 ................
Page 3 Supervisor Functions ....................19 Supervisor Code ....................19 Terminal Installation ....................20 Wi-Fi (Automatic Scan)..................20 Card Reading ......................23 Chip Card ......................23 Contactless Card ....................23 Magnetic Stripe Card ................... 23 Transaction Selection ....................24 Customer Present Transaction Processing ............. 25 Sale –...
Page 4 Credit Customer – Inserted Card ................ 48 CNP Transactions ....................50 CNP Sale ......................51 CNP Completion ....................53 Completion – Complete Payment ................ 53 Completion – No Show ..................55 Completion – Additional Charges ................ 57 Sample Receipts ..................... 60 Not Authorised Receipts ..................
Page 5 Connection Test to Estate management ............. 78 Payment Settings - Gratuity Options ..............78 Payment Settings – Visually Impaired mode ............80 Admin Menu ......................80 Merchant Info Display ..................81 Communication Settings..................81 WiFi........................81 Add Wi-Fi network (visible) .................. 82 Amend Wi-Fi network ..................
Page 6: Introduction
Introduction Thank you for choosing an Ingenico payment terminal. We recommend that you carefully read this user guide: It gives you the necessary information about safety precautions, unpacking, installation, and maintenance of your terminal. This symbol indicates an important warning This symbol indicates a piece of advice Contents of box ➢...
Page 7: Overview Of Axium Dx8000
Overview of AXIUM DX8000 The AXIUM DX8000 is a ‘Multi Comms’ capable device. This means that it is possible to enable multiple modes of communication during the self-install process or at a time more suitable after the self-install process. Only one comms method is required to install the terminal.
Page 8: Keyboard Details And Functionality
Keyboard details and functionality The terminal has three physical buttons on the left side of the terminal, a power button and two volume buttons. There are three virtual buttons at the bottom of the screen, Menu, Home and Back buttons. The AXIUM DX8000 is equipped with a touch panel that allows you to select options and menus with a finger or use of a stylus.
Page 9: Screensaver Mode
Screensaver Mode A short press of the power button for approximately 0.5s will switch on and off the display. Before using the terminal, always check the paper roll is present. Terminal Setup Location of the AXIUM DX8000 Place the base on flat surface near an electric socket. Place the terminal far from any very hot zones;...
Page 10: Terminal Connections
Max relative humidity From 5% to 90%, non-condensing Terminal Connections USB Type-C • There is a USB type-C connector on the left side of the AXIUM DX8000 terminal. (see picture). This connector manages Host and Slave connections. • The AXIUM DX8000 is charged by connecting the power supply to this connector.
Page 11: Sams & Sims
SAMs & SIMs • The connector modules security SAM / SIM are located inside the terminal in a closed compartment • SAMs / SIMs are identified by the engraved marks on the lower housing • When introducing a SAM / SIM in its slot, be sure to put the cut corner as indicated on the engraved markings.
Page 12: Battery
Battery Main Characteristics Operating Conditions Characteristics Li-ion 3350 mAh Charge (power supply – 5V 50% capacity in 1,5 h; full capacity in 4 hours 1.5A) The battery capacity depends on terminal usage Installing the battery Check that the terminal is not connected to the mains electricity network •...
Page 13: Charging The Battery
Charging the battery When does the battery need to be charged? • On initial startup the battery should be charged for 4 hours under the environmental conditions stated earlier in this guide. • When used daily on battery power only. How can the battery be charged? Using the base •...
Page 14: Replacing The Battery
Replacing the battery It is imperative to use a battery authorised by Ingenico. There is danger of explosion if the battery used is not approved by Ingenico. • Disconnect the terminal from external power sources • Power off the terminal following instructions in the powering on/off the terminal section of this guide •...
Page 15: R40 Paper Roll
R40 Paper Roll Main characteristics of Ingenico paper roll: Colour White Width 58 mm Diameter 40 mm Length Approximately 18 meters The quality of the thermal paper can be deteriorated by poor storage conditions; it is therefore recommended that the following are avoided: •...
Page 16: Installing A Paper Roll
Installing a Paper Roll • Open the paper compartment by lifting the catch located at the top of the terminal and pull the cover to the rear of the terminal. • Insert the paper roll in the compartment following the directions shown in the picture •...
Page 17 Your terminal may have been provided with a base to allow charging of the handset. The handset is placed on the base as shown below. Note: There are NO ports on the base unit. You should set up your base unit in a convenient location close to a power source. Page 17 AXIUM DX8000 User Guide Copyright©...
Page 18: Display/Icons
Display/Icons Icons displayed on your terminals display will depend on your terminal type Mobile communication icon Terminal Header TIME Wi-Fi connection icon Battery Status Date and time formats can be changed to suit your preference. Terminal Footer MENU HOME BACK Terminal Operation Icons The following images may be displayed along the bottom of your terminal display.
Page 19: Supervisor Functions
Supervisor Functions Supervisor Code There are two levels of Supervisor Code Level 1 – This code is used for transactions only. Level 2 – This code is used for transactions and access to administrative functions. During the ‘Self-Install’ process you will be prompted to enter a Level 2 supervisor code.
Page 20: Terminal Installation
Terminal Installation Connect the equipment as described above. The following screens may be displayed during the installation of your terminal. This is dependent on your hardware and the software loaded onto your terminal: Please ensure that you leave your terminal always powered on in order that it may receive any automatic updates scheduled for it.
Page 21 The terminal will Tap the Wi-Fi scan for local network option available networks that the terminal is and provide a list to to be connected select from. A successful connection is indicated with the Enter the relevant icon turning password of the green.
Page 22 You will be prompted to enter Select then a supervisor select code. Enter a CONFIRM supervisor code of your choice. Confirm the supervisor code The application by re-entering it, is now then select configured. followed by CONFIRM Further communication settings, both Wi-Fi and Mobile, can be configured by selecting ‘See More’...
Page 23: Card Reading
Card Reading Chip Card Insert the card horizontally into the terminal with the chip facing upwards. Leave the card in position throughout the transaction. Contactless Card Bring the card firmly up to the active zone above the contactless logo located on the paper roll trapdoor. Keep the card close to the contactless logo during the transaction.
Page 24: Transaction Selection
Transaction Selection This is the default ‘NER Payment’ application screen which, will be displayed once the terminal has been installed successfully. Start typing in a transaction amount to initiate a ‘Sale’ transaction. Once the amount has been entered tap You will be given the option to Present/Insert/Swipe the cardholder’s card or payment device.
Page 25: Customer Present Transaction Processing
Customer Present Transaction Processing Sale – Contactless Key the transaction Present the card or value into the Enter payment device to the Amount box, then select contactless reader as to confirm the described previously. amount. Press to clear all digits or press clear one digit at a time and type in new value.
Page 26: Contactless High Value Payment (Hvp) - Wallet Payments
The terminal will print a cardholder receipt. Tear off the cardholder receipt and press it is readable or press to reprint the receipt. Contactless High Value Payment (HVP) – Wallet Payments High Value Payments are contactless payments that are above the limit for contactless cards (e.g.
Page 27: Sale - Inserted Card
Sale – Inserted Card Insert the cardholder’s Key the transaction value into the Enter card as described Amount box, then select previously. to confirm the amount. Press to clear all digits or press clear one digit at a time and type in new value. Cardholder to enter The terminal will contact the ‘Auth Host’...
Page 28: Sale - Inserted Card Visually Impaired Mode
If the card is present the The terminal will print a terminal will prompt for cardholder receipt. removal. Tear off the cardholder receipt and press Remove the it is readable or press cardholder’s card from to reprint the the terminal. receipt.
Page 29 The cardholder should The terminal will contact the ‘Auth Host’ follow the instructions provided to enter their for authorisation. PIN. Terminal will display the The terminal will print a result of the request i.e. merchant receipt. Tear ‘Approved’ or ‘Not off the merchant receipt Authorised’.
Page 30: Transcript For Visually Impaired Transaction
Transcript for Visually Impaired Transaction Below is the full text for a visual impaired mode transaction. This can be interrupted by inserting a card. “The total amount is £xx and yy pence. Please listen to the following instructions or to interrupt and make a payment please swipe, tap or insert your card The card slot is at the front of the terminal.
Page 31: Sale - Swiped Card
Sale – Swiped Card Swipe the cardholder’s Key the transaction value into the Enter card as described Amount box, then select previously. to confirm the amount. Press to clear all digits or press clear one digit at a time and type in new value. The terminal will contact Terminal will display the ‘Auth Host’...
Page 32: Sale With Gratuity
The terminal will print a cardholder receipt. Tear off the cardholder receipt and press it is readable or press to reprint the receipt. Sale with Gratuity Gratuity can be enabled and disabled via the Payment Settings option in the Supervisor menu. Please see the Payment Settings section later in this user guide for instructions.
Page 33 Enter the gratuity Select the gratuity amount. The gratuity percentage you wish to value entered will be add. The total amount displayed in the bottom field will be adjusted box with the overall based on selection amount being adjusted and displayed in the total amount field.
Page 34: Refund - Card Inserted
Refund – Card inserted Select refund from the Key the transaction transaction menu. value into the Enter Amount box, then select to confirm the amount. Press to clear all digits or press clear one digit at a time and type in new value.
Page 35 If the cardholder’s If the card is present the terminal will prompt signature matches the for removal. card press continue the Remove the transaction. cardholder’s card from the terminal. Select to void the transaction. Select to cancel the transaction. The terminal will print a cardholder receipt.
Page 36: Purchase With Cashback (Pwcb)
Purchase with Cashback (PWCB) This menu option is used to provide ‘Cashback’ Only certain types of debit cards allow ‘Purchase with Cashback’ PWCB Inserted Card Select Cashback Key the transaction from the transaction value into the Enter menu. Amount box, then select confirm the amount.
Page 37: Pwcb Swiped Card
Cardholder to enter their PIN code and press to confirm the PIN. The transaction will now continue as a normal ‘Sale’ transaction. PWCB Swiped Card Select Cashback from Key the transaction the transaction menu. value into the Enter Amount box, then select to confirm the amount.
Page 38: Reversal
Reversal Please Note: Reversals can only be performed, within 30 seconds of the original transaction completing and before any other function starting. Select Reversal from The terminal will contact the transaction menu. the acquirer to reverse the transaction. Terminal will display the result of the request i.e.
Page 39: Pre-Authorisation (Pre-Auth)
Pre-Authorisation (Pre-Auth) Please note that this option is only available for certain types of business. Please contact ‘Customer Services’ for further information. Where there is a likelihood of a large value transaction, such as a hotel or car hire bill, a ‘Pre-Authorisation’ transaction for the expected value may be made.
Page 40: Top-Up
Top-Up Top-Up – Insert Card Please note that this option is only available for certain types of business. Please contact ‘Customer Services’ for further information. If, following a ‘Pre-Authorisation’ transaction, the value of the transaction increases (e.g. as a result of an extended stay at a hotel) an additional ‘Pre-Authorisation’...
Page 41: Top-Up - Swipe Card
If requested key enter Cardholder to enter the Txn ID check digits their PIN code and from the original pre- press to confirm the auth transaction PIN. The transaction will now continue as a normal ‘Sale’ transaction, except the header will be ‘Top-Up’.
Page 42: Completion
Swipe the customer’s Type in the ‘Txn ID’ card as previously from original Pre-Auth described. and then press If requested key enter the Txn ID check digits from the original pre- auth transaction The transaction will now continue as a normal ‘Sale’ transaction, except the header will be ‘Top-Up’.
Page 43: Completion - Insert Card
Completion - Insert Card Select Completion from Enter the final amount the transaction menu. in Enter Amount box, then select confirm the amount. Press to clear all digits or press clear one digit at a time and type in new value. Insert the cardholder’s Enter first pre-auth card into the terminal.
Page 44 If requested key enter Cardholder to enter the Txn ID check digits their PIN code and from the original pre- press to confirm the auth transaction. PIN. Terminal will display the The terminal will print a result of the request i.e. merchant receipt.
Page 45: Completion - Swipe Card
Completion - Swipe Card Select Completion from Enter the final amount the transaction menu. in Enter Amount box, then select confirm the amount. Press to clear all digits or press clear one digit at a time and type in new value. Swipe the customer’s Enter first pre-auth card as previously...
Page 46 If requested key enter Terminal will display the the Txn ID check digits result of the request i.e. ‘Approved’ from the original pre- auth transaction. If the cardholder’s The terminal will print a merchant receipt. signature matches the card press Tear off the merchant continue the receipt and press...
Page 47: Account Verify - Inserted Card
Account Verify – Inserted Card Account verification is a zero-value transaction. This transaction type can be used to check an account is valid without affecting the cardholder’s balance or holding funds. Insert the cardholder’s Select Account Verify from the transaction card as described menu options.
Page 48: Credit Customer - Inserted Card
If the card is present the The terminal will print a terminal will prompt for cardholder receipt. removal. Tear off the cardholder receipt and press Remove the it is readable or press cardholder’s card from to reprint the the terminal. receipt.
Page 49 Merchant will enter their The terminal will contact the ‘Auth Host’ supervisor code and for authorisation. then press , followed Terminal will display the The terminal will print a result of the request i.e. merchant receipt. Tear ‘Accepted’. off the merchant receipt and press if it is readable or press...
Page 50: Cnp Transactions
The terminal will print a cardholder receipt. Tear off the cardholder receipt and press it is readable or press to reprint the receipt. CNP Transactions This transaction type allows you to ‘Key Enter’ the customer’s card details, for all the supported transaction types, for ‘Customer Not Present’ transactions. To complete a CNP transaction the terminal must be set with the correct service active.
Page 51: Cnp Sale
The following example is for a ‘Sale’ transaction. CNP Sale Select the option Key in the transaction relevant for the amount and select transaction, based on how the card details have been captured. Key the long card Tap the Expiry Date number into the Card box, then enter the card Number box.
Page 52 Enter the numbers from The terminal will the cardholder’s contact the ‘Auth Host’ postcode (e.g. NW1 for authorisation. 6XG is 16), and the numbers from the cardholder’s address (e.g. Flat 221b is 221) select The terminal will display The terminal will print a the acquirer result.
Page 53: Cnp Completion
CNP Completion If the final bill is more than 15% higher than the total ‘Pre- Authorised’ amount, an additional ‘Top-up’ transaction will be required for the difference which must be obtained prior to the carrying out of the ‘Completion’ transaction. The following procedure will complete a ‘Pre-Authorised’...
Page 54 Tap the Security Code Enter the Pre Auth box, then enter the code from the initial code from the back of transaction. the card. Select confirm the entered card details. You may be required to You may be required to enter the TXN ID from enter the TXN ID check the original request.
Page 55: Completion - No Show
The terminal will print a customer receipt. Tear off the customer receipt and press it is readable or press to reprint the receipt. Completion – No Show Select Completion from Key the transaction the CNP transaction value into the Enter menu, then select ‘No Amount box, then Show’...
Page 56 Select to confirm Enter the Pre Auth the entered card code from the initial details. transaction. You may be required to You may be required to enter the TXN ID from enter the TXN ID check the original request. digits from the original request.
Page 57: Completion - Additional Charges
The terminal will print a customer receipt. Tear off the customer receipt and press it is readable or press to reprint the receipt. Completion – Additional Charges Select Completion from Key the transaction the CNP transaction value into the Enter menu, then select Amount box, then ‘Additional Charges’...
Page 58 Select to confirm You may be required to the entered card enter the TXN ID from details. the original request. Type in the ‘Txn ID’ from original Pre-Auth and then press You may be required to If there are numbers in the cardholder’s enter the TXN ID check digits from the original...
Page 59 Terminal will display the The terminal will print a result of the request i.e. merchant receipt. ‘Approved’ or ‘Not Tear off the merchant Authorised’. receipt and press it is readable or press to reprint the receipt. The terminal will print a customer receipt.
Page 66: Totals/Reports
Totals/Reports The terminal can produce a number of reports to aid banking End of Day Banking Reconciliation report with the acquirers X Balance Transaction total print without a reset Z Balance Transaction total print with a reset • There are several common features across all the totals and sub-totals on all of the reports that are available.
Page 67: X-Totals / Z-Totals
Select NO to return to If the report has printed the transaction screen. successfully, and no duplicates are required, Select YES to generate select OK to return to the the selected report. transaction screen. The terminal will print the Select REPRINT to report.
Page 68: Sample X / Z Reports
Sample X / Z Reports X - TOTALS X –Z Totals Report <Merchant Name> <Merchant Address1> <Merchant Address2> Merchant No. 6815414 Merchant ID Terminal ID. 32870069 Terminal ID ------------------------ <Acquirer Name> FOR RECEIPTS 0001- Report for receipt numbers 0001 - 0026 0026 Number and value of debit transactions (sales) 359.90DR...
Page 69: End-Of-Day-Banking
End-of-Day-Banking Banking should be carried out at the end of each business day once the last customer has left the premises. This is to make checking credits and reconciliation with your bank statements easier. Please Note: To ensure that your statement totals balance, it is important that you carry out your ‘End-of-Day Banking’...
Page 70: Banking Totals Agree Printout
Banking Totals Agree Printout BANKING TOTALS Banking Totals Agreed <Merchant Name> <Merchant Address1> <Merchant Address2> Merchant No. 6815414 Merchant ID Terminal ID. 32870069 Terminal ID <ACQUIRER NAME> Banking performed for specific acquirer TOTALS AGREED Notifications that terminal totals agree with totals ------------------------- recorded by the acquirer PREVIOUS TOTALS...
Page 71: Banking Totals Not Agreed Printout
Banking Totals Not Agreed Printout BANKING TOTALS Banking Totals Not Agreed <Merchant Name> <Merchant Address1> <Merchant Address2> Merchant No. 6815414 Merchant ID Terminal ID. 32870069 Terminal ID <ACQUIRER NAME> Banking performed for specific acquirer TOTALS NOT AGREED Notifications that terminal totals do not agree with ------------------------- totals recorded by the acquirer PREVIOUS TOTALS...
Page 72: Functions
Functions There may be occasions when you have further requirements of your terminal. These can be met within the SUPERVISOR and ADMIN menus. Functions other than the following should only be used on the advice of the Helpdesk. Entering Supervisor Code You will be asked on occasions to enter your ‘Supervisor Code’, the following screens will be displayed: This screen is...
Page 73: Supervisor Code
Supervisor Code If you know your ‘Supervisor Code’ and wish to change it; select Supervisor code from the supervisor menu accessed as described above. There are two levels of Supervisor Code Level 1 – This code is used for transactions only From the Select LEVEL 1 Supervisor menu...
Page 74 Select Key in the new accept the code to confirm change. the new it, press Select return to the transaction selection screen Select The password accept the has now been change. changed. Select Select return to the return to the transaction transaction selection screen.
Page 75 Select Select change the code. change the code. Select Select return to the return to the transaction transaction selection screen selection screen Key in the new Select accept the code press change. Select return to the transaction selection screen Key in the new Select code to confirm accept the...
Page 76: Contact Gems
The code has now been changed. Select return to the transaction selection screen Contact GEMS On selecting ‘Contact GEMS’ from the supervisor menu, the terminal will make a call to the configuration system. Logon Test This function completes a logon transaction for configured acquirers who support logon transactions.
Page 77: Icc Debug
The terminal will The outcome of connect to the the logon acquirer and transaction will perform the be displayed logon transaction ICC debug This function would only be enabled on request of the helpdesk. It enables extra information to be printed on the receipt for inserted card transactions. Connection Test to Acquirer The terminal will To test the...
Page 78: Connection Test To Estate Management
The outcome of the connection test will be displayed. Select return to the acquirer list. Connection Test to Estate management On selecting The outcome of ‘Connection Test the connection to GEMS’ from test will then be the supervisor displayed menu, the terminal will test communication to the...
Page 79 To enable To enable gratuity as gratuity as percentage, tap amount entry, the box next to tap the box next the menu entry. to the menu A tick indicates entry. A tick the function is indicates the enabled. function is enabled.
Page 80: Payment Settings - Visually Impaired Mode
Payment Settings – Visually Impaired mode If Visually If Visually Impaired mode is Impaired mode is disabled the enabled the slider switch will slider switch will be displayed as be displayed as grey. Tap to green. Tap to enable Visually disable Visually Impaired mode.
Page 81: Merchant Info Display
Merchant Info Display The terminal will display the Terminal ID and GEMS MID when merchant info display is selected Communication Settings To access Wi-fi Enter the and Mobile Supervisor Level communication 2 and select OK. settings, tap the Settings icon on If the NER PAY the application app has not been...
Page 82: Add Wi-Fi Network (Visible)
WiFi can be enabled and The terminal will disabled from perform a scan this screen by and present a list tapping the slider of identified, in next to the Wi-Fi range, visible menu option. networks. Tap the Wi-Fi menu option to access further settings.
Page 83: Amend Wi-Fi Network
This is an example of the required detail for a network with PEAP authentication. Further fields are accessed by swiping up. Amend Wi-Fi network Access the Network & The terminal will Internet settings perform a scan as described and present a list above.
Page 84: Forget Network
Select terminal will present the relevant configurable options. Select save once the required changes have been made Forget Network Access the Network & The terminal will Internet settings perform a scan as described and present a list above. of identified, in Tap the Wi-Fi range, visible menu option to...
Page 85: Mobile (Gprs Setup)
Select the network will be removed from the saved network list. The network can be re-added by following the add network process. Mobile (GPRS Setup) Mobile Your terminal will automatically pick-up the best available network, however if required you may manually select a preferred network. This will ensure that the terminal will always connect to your preferred provider.
Page 86 The terminal Automatically will perform a select scan to identify network available networks in the location. When the The terminal scan has will register on finished, a the network, list of then return to available the Mobile networks will networks screen.
Page 87: Recommendations
Recommendations Safety Powering down the AXIUM DX8000 • Disconnect the AXIUM DX8000 power supply • To switch OFF the terminal press the power button for more than 2 seconds, then select Power off from the menu. Lithium cell • The AXIUM DX8000 is fitted with an internal lithium cell which can only be accessed by a qualified technician Battery •...
Page 88 SAM1/SAM2/SIM1/ readers compartment • The back cover for battery and SAM / SIM readers located underneath the terminal, must be in place during the normal operation of the terminal. See ‘Installing the battery’. as well as On airplanes • Remove the battery from the terminal when on an airplane. •...
Page 89 The power supply contains the following symbols: Double insulation symbol Marking for Class II product. Such product does not require a safety connection to electrical earth DC current output This marking indicates that your terminal is suitable for direct current (DC) only. It is completed by afferent values (voltage, and max current) AC current input This marking indicates that the product operates with an alternating current (AC)
Page 90: Security Of The Terminal
Security of the Terminal This device fulfils current applicable PCI PTS security requirements. Upon receipt of the terminal, you should check for signs of tampering of the equipment. It is strongly advised that these checks are performed regularly after receipt. Check, for example: that the keypad is firmly in place and that there is no evidence of unusual wires that have been connected to any ports on the terminal or associated equipment.
Page 91: Standards
Standards CE Mark The CE marking indicates AXIUM DX8000 complies with the requirements of European Directive 2014/53/EC on Radio and Telecommunications Terminal Equipment for: • The protection of the health and the safety of the user and any other person. •...
Page 92: Troubleshooting
Troubleshooting The terminal does not turn on • Connect terminal to terminal power supply or put it on powered base. • Check the battery (is it discharged? is it connected?) • A full discharged battery can take a long charging time to recover Cards are not read •...
Page 95 Copyright © 2022 Ingenico (UK) Ltd. This User Guide relates to terminal software ANDROID NER PAYMENT APACS 40. Whilst every effort has been made to ensure that the content of this document is accurate, Ingenico will not accept responsibility for any loss, damage or injury that may be incurred as a result of any errors or inaccuracies. The product is varied to suit requirements and as such some features may vary or be disabled.

Worldline Ingenico AXIUM DX8000 User Manual

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