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TD Axium DX8000 Series Merchant Manual

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Merchant Guide
TD Axium DX8000
For the TD Axium DX8000 series:
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DX8000 4G/WiFi version shown

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  • Page 1 Merchant Guide TD Axium DX8000 For the TD Axium DX8000 series: • DX8000 4G/WiFi version shown...
  • Page 2 © This publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.
  • Page 3 Table of Contents Introduction ........................1 Financial Transactions ....................7 Reporting ........................23 Configuration ......................30 Troubleshooting ......................45...

  • Page 4: Table Of Contents

    Introduction Welcome to TD Merchant Solutions ................2 Who should use this guide? ..................2 Terminal features ......................2 Idle screen and admin menu ..................2 Idle screen ........................... 2 Admin menu ..........................4 Application screen and settings menu................ 5 Application screen ........................5...

  • Page 5: Welcome To Td Merchant Solutions

    The following materials will provide helpful information about the equipment, its features, and TD Merchant Solutions. Please ensure you read this guide so that you become familiar with the capabilities of the TD Axium DX8000 terminal and how it can support your business needs.

  • Page 6: Information Bar

    Information bar The information icons along the top of the screen are very similar to a mobile phone icons and some that are exclusively used by the Axium The battery icon indicates the battery life percentage ranges financial application. (100%, 75%, 50%, 15%, 5%, charging). The Admin menu icon offers configuration options for your terminal's financial application and are discussed in Configuration section.

  • Page 7: Admin Menu

    Admin menu The Admin menu contains your financial application's settings such as: • Reports, • Reprint receipts, • Settlement, • Clerk, • Batch, • Host management, • Security setup, • Terminal info, and • Language. Please only use the above menu options. There are some settings such as Setup that can make changes to your terminal, but those changes will be overwritten the next time you perform a settlement/day close.

  • Page 8: Application Screen And Settings Menu

    Application screen and settings menu Application screen The Application screen holds your APEX app, Apex Tem app, Settings menu, and any other third-party applications that your business subscribes to. Note: In the image to the right, the background is set to white for clarity and yours may appear differently.

  • Page 9: Settings Menu

    You may be required to enter your Settings menu password to access any of the settings on this menu. This password is provided to you by the TD Technician. To learn more about the Settings menu, please refer to the Configuration section.
  • Page 10 Financial Transactions Financial Transactions ....................8 Accepted card types ....................8 Available transactions ....................8 Other transactions ........................8 Partial authorizations .........................8 Sale (Debit - Chip & PIN, Tap, Swipe) ................9 Sale (Credit - Chip & PIN, Tap, Swipe) ................10 Sale (Credit - Manual Entry) ..................11 Sale (UnionPay) ......................

  • Page 11: Financial Transactions

    • Cashback • Surcharge (Credit and Debit) Other transactions If you wish to enable or modify any of the following, please call the TD Merchant Solutions Contact Centre at 1-800-363-1163: • Mail or Phone Sale/Mail or Phone Force Sale •...

  • Page 12: Sale (Debit - Chip & Pin, Tap, Swipe)

    Sale (Debit - Chip & PIN, Tap, Swipe) This transaction is used when performing a debit purchase using Chip & PIN, Tap, or Swipe. For a UnionPay debit card purchase, refer to Sale (UnionPay). Instructions Merchant: Tap Sale. Merchant Name Merchant: Enter User ID and taps CONFIRM.

  • Page 13: Sale (Credit - Chip & Pin, Tap, Swipe)

    Sale (Credit - Chip & PIN, Tap, Swipe) This transaction is used when performing purchases where the credit card is present, and it is not manually entered. For a UnionPay credit card purchase, refer to Sale (UnionPay). Instructions Merchant: Tap Sale. Merchant Name Merchant: Enter User ID and tap CONFIRM.

  • Page 14: Sale (Credit - Manual Entry)

    Sale (Credit - Manual Entry) This transaction is only used when performing a sale where the credit cardholder is present, and the Tap and Chip & PIN payment methods have failed. We strongly urge you to ask for another form of payment (another credit card, debit, cash, etc.). Instructions DO NOT PROCEED UNTIL YOU READ THIS Merchant: Tap Sale.

  • Page 15: Sale (Unionpay)

    Sale (UnionPay) UnionPay transactions potentially have different and/or added steps in the transaction process compared to North American cards. There are also UnionPay co-branded cards that follow unique process steps. Instructions Merchant: Tap Sale. Merchant: Enter the User ID and tap CONFIRM. (optional) PIN requirements Merchant: Enter the amount and tap CONFIRM.

  • Page 16: Force Sale (Credit)

    Force Sale (Credit) This option is only used when you can’t process a credit card purchase normally through the network whether due to a communication problem or a Call for Auth response is returned. A Force Sale is initiated on the terminal and you must have already received verbal authorization. Instructions DO NOT PROCEED UNTIL YOU READ THIS Merchant: Tap the More icon...

  • Page 17: Refund (Credit And Debit)

    If you are concerned about the risk of inappropriate refunds (whether due to errors, employee fraud, etc.) you should consider adding a supervisor password to these transactions. To have a supervisor password requirement added to refund transactions, please contact the TD Merchant Solutions Contact Centre at 1-800-363-1163.

  • Page 18: Void (Credit And Debit)

    Void (Credit and Debit) This option recalls a transaction so that you can void it. The following instructions can access any transactions that were performed in the current open batch. If a day close has been completed, you must perform a Refund. Instructions Insert the card in the reader Merchant: Tap Void.

  • Page 19: Pre-Authorization (Open)

    Pre-authorization (Open) A Pre-authorization transaction is typically used in a restaurant, car rental, hotel industry where a product or service is requested. The authorized amount is placed on hold on the cardholder's account until the product is fulfilled or the service is completed, and the final amount is processed. Instructions Merchant: Tap the More icon The screen will show whether the...

  • Page 20: Pre-Authorization (Close/Completion)

    Pre-authorization (Close/Completion) A Pre-authorization completion transaction is initiated after a product or service is fulfilled and releases the hold amount on the cardholder's account for the final payment. Instructions Merchant: Tap the More icon Merchant: Tap CONFIRM. The then Pre-Auth Completion. Merchant Name Merchant receipt print.

  • Page 21: Force Pre-Authorization

    Force Pre-authorization This option is only used when you can’t process a credit card pre-authorization normally through the network due to communication problems. Instructions DO NOT PROCEED UNTIL YOU READ THIS Merchant: Tap the More icon Force post transactions are considered Merchant Name then Force Pre-Auth.

  • Page 22: Sale (Mail Or Telephone Order)

    Sale (Mail or Telephone Order) These instructions are used for purchases where the card is not present, and the transaction is done via mail or telephone. If the card is present at purchase, see Credit purchase. If you use the incorrect purchase transaction you could incur extra charges. Instructions DO NOT PROCEED UNTIL YOU READ THIS! Merchant: Tap Sale.

  • Page 23: Force Sale (Mail Or Telephone Order)

    Force Sale (Mail or Telephone Order) This option is only used when you can’t process a credit card purchase Mail or Telephone Order when the card is not present normally through the network whether due to a communication problem or Call for Auth response is returned. A Force Sale Mail or Telephone Order is initiated on the terminal. Instructions DO NOT PROCEED UNTIL YOU READ THIS Merchant: Tap the...

  • Page 24: Settlement

    Settlement You have a deadline/balancing window (set on the TD system) to perform the settlement on each terminal. If you close before your balancing window ends, you will receive the same or next business day deposit for credit and debit card transactions.

  • Page 25: Receipts

    Receipts Each transaction has a different receipt and most of the information is for record keeping. There are some points of important information you need to be aware of to ensure that your transactions have completed correctly. Receipt information Auth#/Approval Code This is the authorization number to show that the transaction has been approved and completed.
  • Page 26 Reporting Available reports ......................24 Terminal Batch Summary .......................25 Terminal Batch Detail.......................26 Open Pre Auth ........................... 27 Terminal Parameter ........................28 Clerk report ..........................28 Report codes and explanations ................. 29...

  • Page 27: Available Reports

    Available reports Your terminal can create reports that can be viewed on the Re p o r t V i ew o n Pa p e r re p o r t terminal screen and/or printed: These reports are: te rm i n a l Terminal Batch Summary Terminal Batch Summary This report will show all transactions by card type showing the...

  • Page 28: Terminal Batch Summary

    Terminal Batch Summary This report will show all transactions by card type showing the grand total transaction amount, number of transactions, and the number of transactions and amount by card type. Instructions Tap the Admin menu icon  Reports  Summary (default). Merchant Name Merchant Address You will see transactions listed by card type.

  • Page 29: Terminal Batch Detail

    Terminal Batch Detail This report provides transaction details by card type for the current batch. Instructions Tap the Admin menu icon  Reports  Detail  icon (top-right corner of the screen). Merchant Name Tap the down arrow next to the transaction you wish to view in more detail, or tap the icon Merchant Address (top-right corner of the screen) and select Filter to focus your view.

  • Page 30: Open Preauth

    Open Pre Auth This report will show all open pre-authorized transactions by card type, operator ID for the current business day sorted by date/time, invoice number, or card type. Instructions Tap the Admin menu icon  Reports  icon (top-right corner of the screen). Merchant Name You will see the following options Filter, Expand All, or Print.

  • Page 31: Terminal Parameter

    Terminal Parameter This report provides the current parameter settings on a terminal. Instructions Tap the Admin menu icon  Reports  icon (top-right corner of the screen). Note: This is a long report You will see the following options Filter, Expand All, or Print. and will use more paper than Tap Print.

  • Page 32: Report Codes And Explanations

    Report codes and explanations The following codes are used in the previously mentioned reports and shown at the top of the report as a legend. Some of the codes have multiple entries, such as CTYP (Card Type) that could contain any of the listed card types. C o d e D e s c ri pti o n ACCT#...
  • Page 33 Configuration Configuration ......................31 Security ........................31 Transactions ..........................31 Screen lock ..........................32 User management ........................33 Settings ........................35 Cashback ...........................35 ............................35 Surcharge ..........................36 Download ........................... 37 Communications ........................37 Accessibility ........................ 38 Display settings .........................38 Audio settings ........................... 41 Touch settings ...........................42 Third party applications .....................

  • Page 34: Configuration

    Configuration The TD Axium DX8000 offers you a variety of options to personalize the terminal while helping you to administer your business. Some standard administration features are: • User Management (creating and managing users) • Parameter Updates (updating your settings on the terminal to reflect new information such as new accepted payment types) •...

  • Page 35: Screen Lock

    Screen lock Much like a mobile phone, you can add a screen lock to your Axium terminal so that when it goes into sleep mode, a user must enter screen password to access the terminal. To enable this: Tap the Home icon ...

  • Page 36: User Management

    Supervisor, and • Clerk/Server/Cashier (lowest). TD Merchant Solutions strongly suggests that you create and use a manager ID for your day-to-day business needs and only use the administrator ID when absolutely necessary. Some functions that require an administrator ID are. •...
  • Page 37 U s e r Ty p e C a p a b i l it i e s S p e c i a l N ote s Clerk/Server/ • Can perform normal everyday • A maximum of 50 clerks are allowed per terminal Cashier financial transactions •...

  • Page 38: Settings

    The following are some scenarios to help you administer clerk users on your terminal(s) to suit Changing settings your business needs. You must call the TD Merchant Solutions Enable clerk auto add Contact Centre to make any permanent changes to the following settings on...

  • Page 39: Surcharge

    Credit Card and Debit Card transactions. There are a few restrictions as to how surcharge is enabled for your business: To enable surcharge on your terminal, please call the TD Merchant Solutions Credit surcharge Contact Centre at 1-800-363-1163.

  • Page 40: Download

    Download Perform a software download Use this option to initiate a download for updated parameters, applications and software on the terminal. Note: You must close the current batch before performing a download. If you perform a settlement it will also initiate a download once the batch is closed. Tap the Home icon ...

  • Page 41: Accessibility

    Tap FORGET. The terminal will disconnect from it and you will return to the list of available WiFi networks. Do not change any mobile/4G terminal settings as this could prevent you from performing financial transactions. If you have any questions, please contact the TD Merchant Solutions Contact Centre. Switching communication mode...
  • Page 42 Adjust the slider at the bottom of the screen to change the font size. There is sample text so you can judge what font size works best for you. Tap the back arrow in the top-left corner of the screen when you have made your adjustments.
  • Page 43 Now, when a user wishes to magnify the screen, they just tap the Accessibility icon to magnify, scroll the screen with two fingers, and tap the icon again to exit magnification. You will only be able to access this icon if you can see the Navigation bar. Display size Use this option to adjust the sizing of information on the terminal.

  • Page 44: Audio Settings

    Touch & hold delay When this feature is enabled, your finger must stay in the same place for longer before the terminal will consider it a tap. Tap the Home icon  Settings icon  Accessibility  Touch & hold delay. Select the desired delay: Short, Medium, or Long.

  • Page 45: Touch Settings

    Charging sound This feature indicates that the charging cord is properly inserted into the terminal or the terminal is properly seated in the charging base with a preset sound. To enable this: Tap the Home icon  Settings icon  Sound. Tap Charging sounds and vibration to enable/disable this.

  • Page 46: Third Party Applications

    • https://web.givex.com/contact-us/ After you have created your account with the provider, you must call the TD Merchant Solutions Contact Centre with the account information. The Contact Centre will add the application to your account so that the application can then be downloaded onto your terminal(s).

  • Page 47: Demo Mode

    Demo mode This option allows a new user to be trained on the functions of the terminal without impacting any live transactions or totals. Note: You cannot enter demo mode if the terminal has an open batch. Tap the Admin menu icon ...
  • Page 48 Troubleshooting Troubleshooting ......................46 General error codes ....................46 FAQs ..........................50 Why isn’t my terminal connecting to the network? ............50 Signal Strength ..........................51 What do I do if there’s a power outage? ................52 Third party applications ..................... 52 What do I do if my application isn't working? ..............52 What do I do if I don't see my application on my terminal? ..........52 Lost or stolen equipment ...................

  • Page 49: Troubleshooting

    Troubleshooting With any equipment, sometimes problems occur. With the TD Axium DX8000, error messages are displayed on screen with a short description. Below is a list of error messages that you could see on the terminal screen and the actions required.
  • Page 50 “ B ” E rro r c o d e s E xp l a n a t i o n Ac t i o n re q u i re d BATCH LIMIT REACHED The terminal's current batch has reached 100% Close the current batch.
  • Page 51 “ M ” E rro r c o d e s E xp l a n a t i o n Ac t i o n re q u i re d TRY AGAIN Missing Digit This message appears when no Digit is entered Select to return to button to return to Password.
  • Page 52 “ P ” E rro r c o d e s E xp l a n a t i o n Ac t i o n re q u i re d Please see the phone Direction Message – not a true error Refer to phone screen.

  • Page 53: Faqs

    FAQs Why isn’t my terminal connecting to the network? WiFi If you don’t see the WiFi icon, you can quickly check the following: Is WiFi enabled on your terminal? To check this: Tap the Home icon  Settings icon  Network & internet  Wi-Fi. b) Use Wi-Fi should be enabled.

  • Page 54: Signal Strength

    4G interference To avoid connectivity and data issues, avoid going near these devices when using the TD Axium DX8000 solution. The 4G (cell towers) signal is blocked by certain materials. Of course, you can’t always avoid sources of interference.

  • Page 55: What Do I Do If There's A Power Outage

    The officer should provide you with a report number. After obtaining the above from the officer, please contact the TD Merchant Solutions Contact Centre and provide this information so that you can receive a replacement device. See below for an easy to use information card to record the required information.

  • Page 56: Police Information

    Police information __________________________________________________________________ Name: ___________________________________________________________ Jurisdiction: PH #: EXT #: ___________________________________________ __________________________________ FAX #: ________________________________________________________________________________________ Email: ________________________________________________________________________________________ Stolen device serial #: ________________________________________________________________...

  • Page 57: Contact Information

    Contact Information Please call the TD Merchant Solutions Contact Centre at 1-800-363-1163. We would be happy to answer any questions you may have. Authorization: 24 hours a day, seven days a week Terminal Inquiries: 24 hours a day, seven days a week General Merchant Inquiries: Monday –...
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This manual is also suitable for:

Axium dx8000 4g/wifi

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