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Summary of Contents for Worldline YOMANI Touch XR Compact
- Page 1 YOMANI Touch XR Autonom, Compact, Pinpad User guide Digital Payments for a Trusted World...
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Page 2: Table Of Contents
Table of contents Security requirements 1.1 Electromagnetic compatibility 1.2 Where wireless technologies are used Product info 2.1 Customer terminal 2.2 Cash register terminal (YOMANI Touch XR Autonom) 2.3 Abbreviations/Information 2.4 Payment procedure with ep2 2.5 Technical information Start-up 3.1 Installation 3.2 Configuration/Initialization Menu tree (illustration) 4.1 Main menu 4.2 Transactions Transactions 5.1 Purchase 5.2 Purchase authorized per phone 5.3 Cancellation 5.4 Credit 5.5 Additional transactions Balances 6.1 Start user shift/end user shift, daily closing, data transmission... -
Page 3: Security Requirements
Appropriately marked locations d istance of 15 cm between the terminal and the pacemaker Follow instructions and do not use the terminal in locations is maintained. If you suspect that malfunctions are occur- with obvious signs and instructions prohibiting such use. ring, put the terminal aside. If necessary, consult your cardi- ologist. If other medical devices are used in or on the body, then the equipment manufacturer should be consulted as to whether such devices are sufficiently p rotected against radio frequency signals. Do not use the terminal where the devices are implanted. Every effort has been made to ensure that the information in this c orrect. Further m ore, to the extent permitted under the relevant legal d ocument is complete and exact at the date of printing. Further provisions, W orldline accepts no responsibility in connection with d evelopments in the field of electronic payment traffic and technolog- the operating instructions. The menu navigation on the terminal has ical progress could result in changes that might deviate from the been designed to be self- e xplanatory, making this document neces- description in this user guide. sary only in case of emergency. Consequently, W orldline accepts no responsibility for the information The latest version of the user guide, together with any updates, can provided in the operating instructions being current, complete or be found on our homepage at: worldline.com/merchant-services... -
Page 4: Product Info
2 Product info 2.1 CUSTOMER TERMINAL Thermal printer (YOMANI Touch XR Compact only) Chip reader For chip cards Magnetic strip reader For cards with magnetic strips Display The next step to be taken is always shown on the display. Navigation and function buttons In some cases three symbol keys appear on the display. Use these to navigate through the menu (up/down/confirmation). Contactless reader Contactless payments can be carried out with the reader on the side of the terminal. <OK> button All entries must be confirmed using the <OK> button. <CORR> button Incorrect entries can be corrected using the <CORR> button. <STOP> button Active procedures can be stopped using this button. 2.2 CASH REGISTER TERMINAL (YOMANI TOUCH XR AUTONOM) Thermal printer Screen The next step to be taken is always shown on the screen. -
Page 5: Abbreviations/Information
2.3 ABBREVIATIONS/INFORMATION Cards with a chip Cards which store the information needed for electronic payment on a chip must be inserted in a chip r eader, depending on the terminal model. If the terminal is equipped with a motor reader, then the card is a utomatically drawn in and read. Cards with a Cards that have a chip featuring a contactless function can be held up to contactless r eaders to speed up contactless chip the p ayment process. Cards with a Cards which store the information needed for electronic payment on a m agnetic stripe must be swiped through magnetic stripe the magnetic reader, depending on the terminal model. If the terminal is equipped with a motor r eader, then the card is automatically drawn in and read. Computer center Credit card company CLP Contactless payment Credit cards CVC/CVV Card Verification Code / Card Verification Value number used to identify the card. DCC Dynamic Currency Conversion. International cardholders can pay in their card currency. EFT/POS Electronic Funds Transfer at the Point Of Sale EMV Global specifications from Eurocard, Mastercard and Visa based on a chip card. -
Page 6: Payment Procedure With Ep2
2.4 PAYMENT PROCEDURE WITH EP2 The payment process at the point of sale is standardised for Caution for offline transactions! all cards with ep2. a variety of card types are in cir c ulation Offline transactions are stored in the security section of your today. terminal and submitted to the card processor by means of the daily closing. This can be carried out manually by the ter- Payment functions minal operator or automatically. ep2 offers a full range of transaction modes and functions. The transactions activated on your terminal are determined Should the security section of the device be by the settings in the service centre as global parameters defective, intentionally damaged or stolen, and by the individual card processors. the transactions that have not been stored will be lost. e.g. Tip: This transaction type is often used in the hotel and r estaurant industry. In the retail business, however, it is unnecessary. -
Page 7: Start-Up
3 Start-up 3.1 INSTALLATION • Position the device at its intended location • Connect the device. Always plug in the power supply last! • Cable: Only the original cables supplied with the product should be used. Customer terminal Port for NFC antenna (for contactless paying) Serial RS-232 port USB port YOMANI Touch XR Pinpad and Compact only Ethernet/LAN port Merchant unit (YOMANI Touch XR Autonom) Cable guides Power supply port Customer terminal port Completed installation The terminal starts up und reports with an acoustic signal when it is ready to operate. -
Page 8: Configuration/Initialization
3.2 CONFIGURATION/INITIALIZATION First initialisation Subsequent initialisation The YOMANI Touch XR will generally already have been com- Should it be necessary to re-initialise a device for any reason, missioned by the W orldline production facility. Additional proceed as outlined on page 19. instructions are provided to you in the “Configuration instruc- tions for YOMANI Touch XR” delivered along with the terminal. The following symbols are used in the descriptions in this document. Function selection by choosing the corresponding number or using the cursor and the <OK> button....Insert card. Depending on the card type, it must be inserted in the chip card reader, held up to the contactless reader or s wiped through the magnetic reader. Remove card. Sales slip printout. Request the customer’s signature. Processing and/or communication. Manual entry of the card data. Press function button. -
Page 9: Menu Tree (Illustration)
4 Menu tree (illustration) 4.1 MAIN MENU To enter the menu tree below, press the <STOP> button. Main menu <1> Transactions Balances <2> Balances <1> Begin shift <3> Queries <2> End user shift <4> Settings <3> Daily closing ▲ <5> Setup <4> Transmit. trx data <6> Additional services ¹ Queries <1> Shift counter <2>... -
Page 10: Transactions
4.2 TRANSACTIONS Transactions <1> Purchase <2> Purch. phone auth. ▲ <3> Reversal ▲ <4> Credit <5> Reservation <6> Purchase reserv. <7> Purchase w. Cashback <8> Cash advance <9> Purch. mail order <10> Other transact. Other transactions <1> Phone ordered <2> Purch. forced acc. <3>... -
Page 11: Transactions
5 Transactions 5.1 PURCHASE <1> Purchase • YOMANI Touch XR Compact: If a transaction is not success- The purchase is the most common transaction type in elec- ful, then you will hear three short, acoustic signals that tronic payment traffic. repeat every 2 seconds. This prompts the customer to give the terminal to the merchant. The reason for the problem • Depending on the CCC, minimum/maximum amounts, day is displayed by pressing on the s pecial signals function limits, etc. may vary. button. • The “manual recording of card data” and “ sub s equent c ancellation” functions are either a ctivated or deactivated, depending on the CCC. Merchant handling Press “1”. “Purchase” will be activated. 1 : Purchase If the “foreign currency” function is activated on your terminal, you must select the desired currency. <Currency> *Menu only appears if 2 or more currencies are activated. Enter the amount and confirm with <OK>. Amount The amount must be separated with a decimal point. - Page 12 Merchant: Manual card data entry Code/Card Verification Value). This 3-digit code is printed Should a credit card be unreadable, the card data can be on the reverse side of the card (the last three numbers). entered manually. After you have chosen the transaction mode and confirmed To do so, you need the card number, the expiry date, and this by pressing <OK>, manual entry can be activated using depending on the CCC, the CVC/CVV (Card Verification the corresponding function button. YOMANI Touch XR Autonom / Y OMANI Touch XR Compact If the “foreign currency” function is activated on your terminal, you must select the desired currency. <Currency> *Menu appears only if two or more currencies are activated. Enter the amount and confirm with <OK>. Amount The amount must be separated with a decimal point. For amounts below CHF/EUR 1.00, a zero “0.” must be entered first. Press the “Manual” button for manual recording. Enter the card number and press <OK>. Card number Enter the card expiry date and confirm with <OK>. Expiry date ...
- Page 13 After the merchant enters the amount, the customer is Depending on the card type, the two following procedures prompted by the terminal to use his or her card. are possible: • Customer handling: card without PIN. • Customer handling: card with PIN (see p. 14). Customer handling: Card without PIN The amount is shown. Depending on the card type, it must be inserted in the chip card reader, held up to the contactless r eader or pulled through the magnetic swipe reader. If the customer uses the wrong reader for his or her card, that person is instructed to use the proper reader. If the TIP function is activated, after the original amount is confirmed, the option of entering a tip is also Tip: (TIP)¹ offered and confirmed by pressing <OK>. If the guest does not wish to give a tip, he/she can continue w ithout entering an amount by pressing <OK>. The customer chooses whether he or she wants to pay with DCC or in the local currency. 1. CHF 100.00 2. EUR 66.33 (DCC)² ExRate 1.463486 The amount is shown. Confirm the amount with <OK>. Payment is recorded and authorized online if necessary. Remove the card. The sales slip is printed out. The sales slip must be signed by the customer. If a copy is desired ➞ p ress 1.
- Page 14 Customer handling: Card with PIN The amount is shown. Depending on the card type, it must be inserted in the chip card reader, held up to the contactless r eader or swiped through the magnetic reader. If the customer uses the wrong reader for his or her card, that person is instructed to use the proper reader. If the TIP function is activated, after the original amount is confirmed, the option of entering a tip is also Tip: (TIP)¹ offered and confirmed by pressing <OK>. If the guest does not wish to give a tip, he/she can continue w ithout entering an amount by pressing <OK>. The customer chooses whether he or she wants to pay with DCC or in the local currency. 1. CHF 100.00 2. EUR 66.33 (DCC)² ExRate 1.463486 The total is displayed and the customer is requested to enter the PIN code (4- to 6-digit) and <PIN> (NFC)³ to c onfirm with <OK>. If the amount is incorrect, the transaction can be aborted using <STOP>. Timeout: The process will be aborted if the processing does not occur within 30 seconds. Payment is recorded and authorized online if necessary. Remove the card. The sales slip is printed out. The sales slip must be signed by the customer. ...
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Page 15: Purchase Authorized Per Phone
5.2 PURCHASE AUTHORIZED PER PHONE <2> Phone authorised by a CCC representative by telephone. With the function This purchase mode is used when the authorisation cannot “Phone a uthorised”, the transaction will be recorded later. be made automatically. The authorisation code is issued Merchant handling Press “2”. The “Phone authorized” function is activated. 2: Phone authorized If the “foreign currency” function is activated on this terminal, then the desired currency must be select. <Currency> *Menu only appears if 2 or more currencies are activated. Enter the amount and confirm with <OK>. Amount The amount must be separated with a decimal point. For amounts below CHF/EUR 1.00, a zero “0” must be entered first (e.g., CHF/EUR 0.55). If the cardholder prefers to make a transaction in CHF/EUR, this can be selected with the “CHF/EUR” (DCC)¹ function button. Authorization code Enter the authorization code and confirm with <OK>. Card handling according to pages 13 and 14, or page 12 for manual entry. 1 This menu item is only shown if the Dynamic Currency Conversion (DCC) is activated. The terminal automatically recognizes if the card is one that is in a DCC-capable foreign c urrency and automatically chooses DCC. Otherwise, the transaction will be processed in the local currency. If the cardholder p refers to make a transaction in CHF/EUR, this can be selected with the “CHF/EUR” function button. As soon as the card has been read in, CHF/EUR can no longer be selected! 5.3 CANCELLATION <3>... -
Page 16: Credit
5.4 CREDIT <4> Credit A purchase that has been made can be corrected using the “Credit” function. This is used if a cancellation is no longer p ossible. Merchant handling Press “4”. “Credit” will be activated. 4 : Credit Enter the password and confirm with <OK>. Password (See the configuration sheet for the password) If the “foreign currency” function is activated on this terminal, then the desired currency must be selected. <Currency> *Menu only appears if 2 or more currencies are activated. Enter the amount and confirm with <OK>. Amount The amount must be separated with a decimal point. For amounts below CHF/EUR 1.00, a zero “0” must be entered first (e.g., CHF/EUR 0.55). If DCC is activated, then the date of the original transaction must also be entered. Orig. Trx date (DCC)¹ (YYYYMMDD) The amount is shown and the card requested. Card handling according to pages 13 and 14, or page 12 for manual entry. The merchant signs the sales slip! 5.5 ADDITIONAL TRANSACTIONS In addition to the payment types described, your terminal <8>... -
Page 17: Balances
6 Balances 6.1 START USER SHIFT/END USER SHIFT, DAILY CLOSING, DATA TRANSMISSION <STOP> <2> Balances You can enter the terminal’s main menu using the <STOP> button. Select the “Balances” function <2>. You then have the following options: <STOP> <2> <1> Begin user shift (o) You can start a user shift autonomously when you begin working. If you attempt to make a trans a ction after the end of a shift or daily closing, then the terminal automatically starts a new shift. <STOP> <2> <2> End user shift (o) With the “End user shift” function you end the current shift. Delivery of the transactions is carried out automatically. The daily closing, however, remains open. ➞ No further cancellations can be made after a shift end. ➞ No further tips can be recorded after a shift end. <STOP>... -
Page 18: Queries (Totals), Settings
7 Queries (totals), settings <STOP> <3> Queries You can enter the terminal’s main menu using the <STOP> button. Select the “Queries” function <3>. You then have the following options: <STOP> <3> <1> Shift counter The current status of the active shift is printed out. <STOP> <3> <2> Daily counter The current status since the last daily closing is printed out. <STOP> <3> <3> Trx log info The current status of transactions since the last data transmission is listed. <STOP> <3> <4> Print DCC rates The current DCC exchange rate will be inquired online and then printed out. <STOP> <3> <5> Print last ticket A copy of the last sales slip is printed out. -
Page 19: Setup
8 Setup <STOP> <5> Setup ➞ Password is requested You can enter the terminal’s main menu using the <STOP> button. Select the <Setup> function <5>. The following terminal-specific functions can be carried out. The following functions require a password. You can find your password in the “Configuration i nstructions for YOMANI Touch XR”. <STOP> <5> <1> Configuration The terminal calls the service centre and obtains the latest configuration parameters in the event that they have changed. <STOP> <5> <2> Initialisation You can re-initialise individual or all activated card products. <STOP> <5> <3> SW Update The terminal calls the service host and downloads the latest software version, if one exists. The software download may require several minutes. Please connect the terminal to the power supply for this purpose. <STOP> <5> <4> Trm Reset This function is only available to the service technicians and is protected by a separate password. <STOP> <5> <5> Info The terminal ID (TID) and the current software version are displayed. -
Page 20: Additional Services
9 Additional services <STOP> <6> Additional services Pressing the <STOP> button takes you to the main menu of the terminal. Select function <6> A dditional services. The terminal-specific functions indicated can be executed. <STOP> <6> <1> TFS Settings This menu leads to the Tax-Free Service settings. <STOP> <6> <2> <1> Activate Tax-Free In this sub-menu, the Tax-Free Service of the desired provider can be activated. <STOP> <6> <2> <5> Deactivate TFS In this sub-menu, the Tax-Free Service of the provider used can be deactivated. -
Page 21: Maintenance And Handling
Status display and tool Screen messages must be confirmed using the <OK> button. All screen messages on the terminal must be c onfirmed with <OK>. Special signal – an audible warning signal sounds during the When general errors occur during the payment p rocedure, the t erminal p ayment procedure. will repeatedly sound an a udible warning signal and the request “ter- minal back to m erchant please” will appear on the display. This mes- sage can be stopped by pressing the left function key on the display. P LEASE NOTE! Worldline carries out software updates at night in order to enable you to use your payment terminal without interruption during the day. For this reason, your payment terminal must be left switched on at night with a constant Internet connection. -
Page 22: Changing The Paper Roll
10.2 CHANGING THE PAPER ROLL YOMANI Touch XR Autonom YOMANI Touch XR Compact / Y OMANI Touch XR Pinpad Printer Troubleshooting If printing is impossible, check whether the paper roll has been Do not pull the paper out if the printer cover is closed. inserted backwards. Your local point of contact can be found at:...
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