Chase Hypercom Optimum, Quick Reference Manual

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HOT KEys
The terminal has six hot keys to the left and right of the display;
these are used to scroll and make selections. The four hot keys below
the display are :
[HOME] - Exits the PTS32 application and returns to the Terminal
Applications menu.
[SETTlE] - Initiates a batch settlement.
[REPORTS] - Opens the Reports menu.
[FunCTiOn] - Initiate 1- or 2-digit numbered terminal functions.
bEgIn A sAlE
Swipe the card, select Sale or manually enter the card number and
press [EnTER] to begin a sale transaction. Your terminal will guide you
through the process. (Note: Debit and EBT cards must be swiped.)
bEgIn OTHER TRAnsACTIOns
Use the hot keys at the main menu to navigate to the transaction
type you wish to perform. If the desired transaction is not available
via the main menu, press [EnTER] and select Transaction .
ClERK/sERVER MEnu
Press [FunCTiOn] , [7] , [8] and [EnTER] to access the Clerk/Server menu.
bATCH REVIEW
Press [FunCTiOn] , [1] and [EnTER] to review the current batch.
TIp ADJusTMEnTs
Press [EnTER] , select Batch , and then scroll to and select Adjust .
navigating
Your
Terminal
Refer to this section to
find and begin the
transaction or function
you wish to use.
AbOuT sETTlEMEnT
A Settlement operation is used to close the current batch and
open a new batch for logging and accumulating transactions.
Your Hypercom terminal uses a Terminal Capture System (TCS),
meaning it stores transactions throughout the day and sends
batch totals of sales and refunds to the host (Chase
Paymentech) after the close of business.
There are two settlement options:
1 - MAnuAl sETTlEMEnT
If your terminal is set to manually settle, select Settle from the
main menu and follow the prompts displayed.
2 - AuTO sETTlEMEnT
If your terminal is set to automatically settle, it will
automatically settle transactions in the current batch at a specific,
predetermined time, within a 24-hour period. When configured,
auto settlement begins any time after the set time occurs if
there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
then auto settlement occurs any time after 22:30:00. If the
terminal is turned off before the set time, and turned on again
(usually the next morning), auto settlement occurs at that time.
Settling
the Batch
Your transactions must
be “settled” daily. Read
this section to ensure
the settlement process
operates smoothly.
Gift Card Transactions (Optional) To initiate
issuance/Add Value Adds value to the gift
card account. This transaction can be used to
issue and activate a new card, or to reload an
active card with incremental value.
Select Gift Card ,
then select
issue/Add
Value .
Activation Create a consumer’s gift card
account by assigning value to a card. One or
more gift cards can be activated at one time.
Activations can only be performed on cards that
have not been previously activated.
Select Gift Card ,
then select
Activation .
Redemption Decreases the value stored on the
consumer’s gift card account. This transaction is
performed when a consumer uses the card to
purchase goods or services.
Select Gift Card ,
then select
Redemption .
Balance inquiry Print a receipt that displays
the customer’s available stored value card
balance (without changing it).
Select Gift Card ,
then scroll to and
select Balance
inquiry .
Prior Perform a prior redemption, activation or
issuance when the terminal cannot reach the
stored value host with a valid approval code
from the voice authorization center.
Select Gift Card ,
then scroll to and
select Prior
Redemption ,
Prior issuance or
Prior Activation .
Add Tip A gift card redemption transaction for
the amount of the tip, if tip processing is
enabled.
Select Gift Card ,
then scroll to and
select Add Tip .