Moneris smartselect Manuals

Manuals and User Guides for Moneris smartselect. We have 1 Moneris smartselect manual available for free PDF download: Operating Manual

Moneris smartselect Operating Manual (198 pages)

Brand: Moneris | Category: Touch terminals | Size: 1 MB

Table of Contents
3
Chapter 1: Introduction

11
- Using this Manual
  11
  - Overview
    11
- Merchant and Terminal Information
  12
- Contacting Moneris Solutions
  12
- Terminal Supplies
  13
- Additional Documentation
  13
Chapter 2: About the Smartselect

15
- The Terminal
  15
  - The Touch Screen
    15
  - The Printer
    21
  - The Magnetic Stripe Reader
    21
  - The Speaker
    22
  - The Connection Ports
    22
- The Cables
  22
  - The Power Cable
    22
  - The Communication Cable
    22
  - The Pinpad to Terminal Cable
    23
- The Pinpad
  23
- Care of the Components
  23
Chapter 3: Features & Procedures

25
- Standard Features
  25
  - Menu Driven Interface
    25
  - On-Line Help System
    25
  - POS Administrative Card
    25
  - On-Screen Calculator
    26
  - Time and Date Display
    26
  - Stored Transactions
    26
  - Training Mode
    26
  - Bilingual Displays and Receipts
    26
  - Card Number Masking
    27
- Standard Procedures
  27
  - Terminal Security
    27
  - Disputed Debit Transactions
    27
  - Code 10 Authorization
    27
  - PAN Fraud Check
    28
  - Shortcuts
    28
  - Terminal Display Language
    28
  - Pinpad Display Language
    29
  - Pre-Authorization and Advice Transactions
    29
  - Cancelling a Transaction
    29
- Optional Features
  29
  - Invoice Number Prompt
    29
  - Clerk ID Prompt
    30
  - Tip Entry on Pinpad
    30
  - Tip Line on Credit Card Receipts
    30
  - Personalized Message on Receipts
    30
  - Pre-Authorization as Default Transaction
    30
  - Third Party Credit Transactions
    30
  - Private Label Cards
    30
  - Cheque Authorization
    31
  - Purchasing Cards
    31
  - Gift Cards
    31
  - Loyalty Programs
    31
  - Clerk Subtotalling
    31
  - Terminal ID
    32
  - Balanced Prompt
    32
- Optional Procedures
  32
Chapter 4: Configuring Your Terminal

33
- Powering up the Smartselect
  33
- Configuration Shortcut
  34
- Intro Shortcut
  37
- The Terminal Configuration Menu
  38
- General Parameters
  39
  - Receipt Format
    39
  - Additional Smartselect Prompts
    40
- Other Configuration Parameters
  41
  - Screen Control
    41
  - Printer Control
    42
- Communications Parameters
  42
  - Communications Type
    42
- Dial Communications Parameters
  43
- 3201 Direct Communications Parameters
  45
- LAN Communication Parameters
  45
  - Configure Terminal as LAN Master Station
    45
  - Configure Terminal as LAN Slave
    46
- Printing Configuration Parameters
  46
- Remote Code Download
  47
- Restoring Factory Defaults
  47
Chapter 5: Training Mode

49
Chapter 6: Administrative Transactions

51
- Initializing the Smartselect Terminal
  51
  - Terminal Initialization (First Initialization)
    51
  - Terminal Re-Initialization
    52
- Logon
  53
- Balancing & Settling Your Account
  53
  - Close Batch
    53
  - Multi-Terminal Report and Close
    56
  - End of Day Shortcut
    56
- Logoff
  57
Chapter 7: Reporting Transactions

59
- Reprinting a Receipt
  59
- Transaction Inquiry
  59
- Merchant Subtotals Inquiry
  62
- Deposit Totals Inquiry
  63
- Print Stored Transactions
  63
- Cancel Report Printing
  64
Chapter 8: Debit Financial Transactions

65
- Debit Purchase
  66
- Debit Refund
  67
- Debit Purchase Void
  68
- Debit Refund Void
  69
- Enter Purchase Amount' Idle Screen Instructions
  70
- Cancelling a Debit Transaction
  71
Chapter 9: Credit Financial Transactions

73
- Credit Purchase
  74
- Refund
  75
- Purchase Void
  76
- Refund Void
  77
- Pre-Authorization
  78
- Advice
  79
  - Advice by Sequence Number
    79
  - Advice by Card Number
    80
- To Remove a Pre-Authorization Transaction
  81
- Enter Purchase Amount' Idle Screen Instructions
  82
- Completing a Paper Sales Draft
  83
Chapter 10: Smartselect Help System

85
- Context-Sensitive Help
  85
- Smartselect Help Topics
  85
  - On-Line Help Index
    86
  - On-Line Help Search
    86
Chapter 11: On-Screen Calculator

87
Appendix A: Clerk Subtotalling

89
- Clerk Subtotalling Configuration
  89
  - Configure Clerk Subtotalling
    90
  - Clerk ID Maintenance
    91
  - Set Default Clerk ID
    93
- Reporting - Clerk Subtotals Inquiry
  94
  - Subtotals Report for One Clerk
    94
  - Subtotals Report for Multiple Clerks
    95
Appendix B: Multi-Terminal Reporting

97
- Configuration
  97
  - Multiple Terminal Setup
    97
- Multi-Terminal Report and Close
  99
  - End of Day Shortcut with Multiple Terminals
    100
Appendix C: Tip Entry on Pinpad Transactions

103
- Configuration
  104
- Debit Transactions with Tip Entry
  105
  - Debit Purchase with Tip Entry
    105
  - Debit Refund with Tip Entry
    106
  - Debit Purchase Void with Tip Entry
    107
  - Debit Refund Void with Tip Entry
    108
- Credit Card Transactions with Tip Entry
  109
  - Credit Purchase with Tip Entry
    109
  - Other Credit Transactions with Tip Entry Enabled
    110
Appendix D: Purchasing Card Transactions

111
- Purchase
  111
- Configuration
  112
- Other Financial Transactions
  113
- Enter Purchase Amount' Idle Screen Instructions
  114
Appendix E: Private Label Transactions

115
- Configuration
  116
  - Third Party Host
    116
  - Third Party Card
    118
- Financial Transactions
  121
- Credit Application
  124
  - Error Messages on Credit Application Receipt
    125
- Payment
  126
- Payment Void
  127
Appendix F: Cheque Authorization

129
- Configuration
  129
  - Enabling Cheque Authorization
    129
  - Disabling Cheque Authorization
    130
- Driver's License Authorization Method
  131
- Credit Card Authorization Method
  132
Appendix G: Valuelink Gift Card Program

133
Appendix H: ERNEX Electronic Marketing Programs

147
- Ernex Screen Format
  148
- Ernex Configuration
  148
  - Terminal Configuration for ERNEX
    148
  - ERNEX Host Configuration
    149
  - Clerk Ids with ERNEX
    150
- Ernex E-Gift Transactions
  150
  - ERNEX E-Gift Card Activation
    150
  - ERNEX E-Gift Card Purchase
    151
  - ERNEX E-Gift Card Void
    151
- Financial Transactions with Ernex Loyalty Transactions
  152
  - ERNEX Loyalty Card Activation
    152
  - Purchase with ERNEX Loyalty
    152
  - Purchase Void with ERNEX Loyalty
    152
  - Refund with ERNEX Loyalty
    153
  - Refund Void with ERNEX Loyalty
    154
  - Pre-Authorization with ERNEX Loyalty
    154
- Advice
  
  155
  - ERNEX Loyalty Card Void
    155
  - ERNEX Loyalty Redemption
    155
  - ERNEX Administrative Transactions
    156
    
    ERNEX Card Deactivation
    156
    
    ERNEX Card Balance Inquiry
    156
    
    Print Stored ERNEX Transactions
    156
    
    ERNEX End-Of-Day Close
    157
Appendix I: AIR MILES Reward Program

159
- AIR MILES Configuration
  160
  - Overview of Calculation of Points
    160
  - Calculator and Factor Values
    160
  - Incentive Value and Dates
    163
  - Sale Item Values
    163
  - Order of Calculations
    164
  - Calculation Table
    164
  - Test Value Tables
    165
  - Configuring AIR MILES Rewards
    166
  - Changing Reward Program Configurations
    169
- AIR MILES Financial Transactions
  170
  - Reward Purchase
    170
  - Reward Refund
    171
- AIR MILES Receipts
  172
  - AIR MILES Receipt Language
    172
- AIR MILES Admin Transactions
  173
  - Reward Daily Totals Report
    173
  - Reward Transaction Report
    173
  - Reward SAF Transaction Report
    174
  - Deleting Reward SAF Transactions
    174
  - Completing Rewards Transactions
    175
Appendix J: Error Messages & Troubleshooting

177
- Initialization Error Messages
  177
- Communications Error Messages
  179
  - 3201 LAN Communications Error Messages
    180
- Printer Error Messages
  181
- Financial Transaction Error Messages
  181
- Pinpad Error Messages
  185
- Administrative Transaction Error Messages
  186
- ERNEX Error Messages
  187
Appendix K: Transelect Code Equivalents

189
Index

191

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Payment Terminal Touch terminals Handhelds Credit Card Machine

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Moneris smartselect Manuals

Moneris smartselect Operating Manual (198 pages)

Table of Contents

Chapter 1: Introduction

Chapter 2: About the Smartselect

Chapter 3: Features & Procedures

Chapter 4: Configuring Your Terminal

Chapter 5: Training Mode

Chapter 6: Administrative Transactions

Chapter 7: Reporting Transactions

Chapter 8: Debit Financial Transactions

Chapter 9: Credit Financial Transactions

Chapter 10: Smartselect Help System

Chapter 11: On-Screen Calculator

Appendix A: Clerk Subtotalling

Appendix B: Multi-Terminal Reporting

Appendix C: Tip Entry on Pinpad Transactions

Appendix D: Purchasing Card Transactions

Appendix E: Private Label Transactions

Appendix F: Cheque Authorization

Appendix G: Valuelink Gift Card Program

Appendix H: ERNEX Electronic Marketing Programs

Advice

Appendix I: AIR MILES Reward Program

Appendix J: Error Messages & Troubleshooting

Appendix K: Transelect Code Equivalents

Index

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