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Westpac EFTPOS 1 User Manual

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EFTPOS 1
User guide

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Summary of Contents for Westpac EFTPOS 1

  • Page 1 EFTPOS 1 User guide...

  • Page 2: Table Of Contents

    How to process a Purchase with Tip transaction............. 30 MOTO ..........................36 Electronic Fallback ����������������������������������������������������������������������������������������������������40 Authorisation Number Required ..................41 Settlement and Reports ��������������������������������������������������������������������������������������������42 Settlement ......................... 42 Auto Settlement ........................ 42 Manual Settlement ......................43 Inquiry ..........................44 Subtotals Report ........................ 45 EFTPOS 1 USER GUIDE...

  • Page 3: Introduction

    Introduction Settings ����������������������������������������������������������������������������������������������������������������������48 The EFTPOS 1 terminal lets you process online transactions for Debit Cards (Savings and Cheque accounts), Credit Cards (Visa ® and MasterCard ® ) and Charge Cards (American Merchant Password ......................48 ® Express , Diners Club and JCB). To accept Charge Card transactions please contact the Reprint Receipt ........................51...

  • Page 4: Getting Started

    2�1 Using the Touch Screen The EFTPOS 1 terminal has a colour touch screen. To navigate using the touch screen, follow The EFTPOS 1 terminal is a complete unit that includes: the prompts and press the option on the screen to make a selection.

  • Page 5: Terminal Display

    Note: It is recommended that you charge your terminal through the terminal base as this will Battery Battery symbol will turn green when the terminal is enable you to quickly return your terminal to charge mode between uses. charging plugged into a power supply and is charging EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 6: Manual Start And Shutdown

    Terminal Start-up 3�1 Terminal Display When placed on the base, the EFTPOS 1 terminal will automatically turn on. To turn on the terminal manually, hold the key down for 10 seconds until the start-up screen is displayed on the terminal.

  • Page 7: Chip Card Transactions

    Chip Card transactions Swipe the card smoothly through the magnetic card reader. The EFTPOS 1 terminal supports chip card transactions. If there is no response from the terminal, or CARD ERROR message is displayed, swipe The chip card reader is located at the bottom of the terminal below the keypad.

  • Page 8: Transaction Procedures

    2 or 3. Total Amount Note: The accounts offered on this screen will change depending on the type of card presented. 1. Cheque 2. Savings Enter Cash Out 3. Credit Leave empty to Skip EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 9 The terminal will beep as a reminder if the card is that do not have a chip and some international not removed. cards). Your terminal will be able to process these cards as normal. Signature required Remove Card EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 10 An explanation of the error code is available in Section 10. Signature Declined Press ENTER Key EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 11: How To Process A Purchase With Cash Out Transaction

    The Cash Out amount may be left at $0.00 by just Total Amount pressing the key. PIN or Enter Note: Cash Out is only available on cheque and savings accounts. Enter Cash Out Signature Leave empty to Skip EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 12 Press ENTER Key Select “Yes” on the touch screen or press the key to print a customer copy. If not required, select “No” on the touch screen or press the key. Print Customer Receipt? EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 13: How To Process A Cash Out Only Transaction

    Select the required account Cheque or Savings and press the touch screen or the key. 3. MOTO Select Account Note: Cash Out is only available on cheque and savings accounts. 1. Cheque 2. Savings 3. Credit EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 14 Remove the card at this prompt. If not required, select “No” on the touch screen or The terminal will beep as a reminder if the card is press the key. not removed Print Customer Receipt? Remove Card EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 15: How To Process A Refund Transaction

    Insert, swipe or tap the customer’s card (See 2. Refund Section 3: Card Presentation Procedures) Total Amount Total Amount 3. MOTO Tap card Tap card Insert/Swipe Insert/Swipe /Swipe card card Press # for Manual Press # for Manual EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 16 Signature button on the touch screen or press key. PIN or Enter Approved Signature The terminal will connect to the bank and begin processing the refund. Please Wait <Declined Reason> Press ENTER Key EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 17 Press ENTER Key Select “Yes” on the touch screen or press the key to print a customer copy. If not required, select “No” on the touch screen or press the key. Print Customer Receipt? EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 18: How To Process A Purchase With Tip Transaction

    If a correction is required, press the touch screen or the key to remove the last number entered. 3. Credit Purchase Amount To cancel press the key to return to the idle screen. Press the key to proceed. Accept Amount EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 19 The terminal will beep as a reminder if the card is that do not have a chip and some international not removed. cards). Your terminal will be able to process these cards as normal. Signature Remove Card required EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 20 Print Customer Receipt? If the signature is approved or declined the If customer copy is required it will begin printing. following screens will be displayed. Signature Approved Printing... Signature Declined Press ENTER Key EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 21: Moto

    Select the Mail Order or Telephone Order option the value is correct press the touch screen or the MOTO and press the touch screen or the key. key. 1. Telephone Order Exp Date (MMYY): 2. Mail Order EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 22 If not required, press the touch screen or the 1. No CVV on Card key. 2. CVV Not Readable Print Customer Receipt? 3. CVV Bypassed The terminal will print the receipt and display the transaction result. Approved EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 23: Electronic Fallback

    Ask your customer for an alternate means of payment. Proceed to enter the authorisation number. Remember: You must not ‘split’ a sale in order to avoid obtaining authorisation. Enter Auth Number: Alpha EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 24: Settlement And Reports

    This function allows you to manually settle for the current trading day. Settlement for EFTPOS 1 can occur via a programmed terminal Settlement or a Manual Settlement. The terminal must be powered on and be able to communicate with the bank for...

  • Page 25: Subtotals Report

    $0.00 Note: For a current trading date Inquiry report REFUND $0.00 the “TO” value will be empty as Settlement has $0.00 not occurred. 1. 09/07 TOTAL $5.00 2. Other Press ENTER Key EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 26 Please note: Subtotals will not reset to zero after $0.00 CASH $0.00 printing report and must be reset manually as CASH $0.00 $0.00 required. $0.00 $0.00 $0.00 *---------------------* Printing... MasterCard $0.00 $0.00 CASH $0.00 $0.00 $0.00 EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 27: Settings

    1. Merch Password Key in the current 6-digit Merchant Password and press the touch screen or the key. NEW MERCHANT PASSWORD: EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 28: Reprint Receipt

    2. Reprint Receipt 3. Load Params Once the Password has been changed successfully, “PASSWORD CHANGED” will be displayed. A copy of the last financial receipt will be printed. PASSWORD CHANGED Press ENTER Key Printing... EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 29: Power Save

    1. None To turn on Power Save always select “Always“. This will automatically adjust the contrast on the 2. Inactive terminal instantly when the terminal is in an idle state. 3. Always EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 30: Network Configuration

    In the Utility menu select the “Network” option on the touch screen or enter the number of the menu Please wait 2. Delete S&F item using the keypad. 3. Network 4. Bluetooth Config EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 31: Edit Ethernet Network

    Enter the correct Gateway IP Address then press on screen or the key. Select “Edit” to setup/edit the settings for the Ethernet Ethernet network. Enter Gateway Enabled IP Address 1. Edit 0.0.0.0 2. Disable Alpha EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 32: Disable Ethernet Function

    Enter Secondary Select the “Ethernet” option on the touch screen Network or enter the number of the menu item using the Select Type keypad 0.0.0.0 1. WIFI 2. GPRS Alpha 3. Ethernet EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 33: Enabling Wifi

    Select the “3. Enable” option on the touch screen WiFi Tuesday 24 June 2014 or enter the number of the menu item using the Disabled keypad. 1. Scan New 2. Add WiFi Menu 3. Enable EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 34: Scan For Wifi

    Select the “Scan New” option on the touch screen WiFi or enter the number of the menu item using the Enabled keypad to scan for an available WiFi network. 1. Scan New 2. Add WiFi 3. Disable EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 35 Tuesday 24 June 2014 WIFI 2 WIFI 3 WIFI 4 Menu Enter the WiFi password then press on screen or key. Enter WIFI Password ****** Alpha EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 36: Edit Wifi Network

    Note: WiFi Network menu will now show “WIFI 1” instead of “Add WIFI” as this is the WiFi connection 1. Scan New remembered by the terminal. 2. WiFi 1 0.0.0.0 3. Disable Alpha EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 37 Enter SSID: 255.255.255.0 Alpha Alpha Enter the Primary DNS then press on screen or the Enter the Channel then press on screen or the key. key. Enter Primary WIFI Enter Channel: 0.0.0.0 Alpha EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 38 The WiFi signal icon will now display on the idle screen. WIFI Password Tuesday 24 June 2014 ****** Menu Alpha Select the SEC (Security) Mode. Please Select SEC Mode 1. TKIP 2. AES EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 39: Disable Wifi Function

    Network Select Type Tuesday 24 June 2014 1. WIFI 2. GPRS 3. Ethernet Menu Select “Disable” to disable WiFi function. WiFi Enabled 1. Scan New 2. WiFi 1 3. Disable EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...

  • Page 40: Glossary

    SIGNATURE verification of ID. Electronic Fall Back (EFB) The ability to continue performing transactions on the APPROVED terminal when the communication with the Westpac System has been lost. SIGNATURE REQUIRED The transaction has been Verify Signature of followed by approved by the card cardholder.

  • Page 41: Hardware Faults

    10 seconds. finalised. Power on the terminal. APPROVED The transaction has been No action required. Attempt transaction again. approved offline and Call Merchant Helpdesk if the problem persists. finalised. EFTPOS 1 USER GUIDE EFTPOS 1 USER GUIDE...
  • Page 42 Re-initiate a “Load Params” from the terminal. Call Merchant Helpdesk if the problem persists. Transaction going offline Ensure the terminal has connectivity. Check under “Settlement”. Initiate a “Load Params” from the terminal. Call Merchant Helpdesk if the problem persists. EFTPOS 1 USER GUIDE...
  • Page 43 © 2014 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. EFT001 (02/15) 428702...

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