CIMB iTerminal User Manual Download Page 28

Page: 28 / 29

Merchant services email:

[email protected]

Helpdesk:

03-6204 7733

Reconciliation

Upon clicking the ﬁle, reconciliation with reconciled, dispute and missing details will be shown.
Batch Txn Detail

Upon clicking the Terminal ID, the information for all the transactions will be shown,

highlighting the transactions if any dispute arises.

Reconciliation

TRM USER MANUAL

Summary of Contents for iTerminal

Page 1: ...CIMB BANK BERHAD 197201001799 13491 P iTerminal User Guide ...

Page 2: ...Merchant services email emerchant cimb com Helpdesk 03 6204 7733 Table of content Transaction Procedure User Manual QR Transaction Instalment Payment Plan TRM User Manual 1 10 11 22 23 24 27 ...

Page 3: ...TLE BATCH 01 Communicating with Pine Server Activating CONNECTED 02 Successfully Connected Terminal Activated 03 NOTE For any New Terminal Software Update Post Batch Settlement Terminal will start downloading new software and parameters Please wait till the update is completed and terminal screen returns to Home Page Refer Terminal screen for more information Activation TRANSACTION PROCEDURE ...

Page 4: ...ADY Select Sales to perform sales transaction 1 Sales 2 Manual Sales 3 Void 03 Insert swipe tap card 05 Amount RM1000 00 Insert Swipe TAP Card Enter sales amount and Press Green Button ENTER AMOUNT 04 RM 0 00 Press Yes to print customer Sales Slip PRINT CUSTOMER COPY 09 YES NO Terminal processing sales Please wait 07 Printing Merchant Sales Slip Printing 08 Ask customer to enter PIN No PIN require...

Page 5: ...4 SETTLE BATCH 01 Select Void and Press Green Button 1 Sale 2 Void 3 Reprint 4 Last TXN Status 02 Cashier to enter the TXN ID to be Voided and Press Green Button It will Void only unsettled transactions ENTER TXN ID 03 Cashier to enter the Amount and Press Green Button ENTER AMOUNT 04 RM 0 00 Communicating with Host for Processing Going Online CONNECTED 05 Printing Tear Sales Slip and Return Card ...

Page 6: ...DURE Press up and down key and Press Green Button to select the Settle Batch option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Enter 123456 Enter Merchant PIN XXXXXX 02 Communicating with Host for Processing Going Online CONNECTED 03 Settlement Sales Slip printed Printing 04 ...

Page 7: ...e Run Application option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select Reprint and Press Green Button 1 Sale 2 Void 3 Reprint 4 Last TXN Status 02 Select Last Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 03 Last Transaction Sales Slip will be Printed It will print only those Sales Slips which are not settled Printing 04 ...

Page 8: ...PPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Sales Slip will print in reference to the TXN ID Printing 05 Select Reprint and Press Green Button 1 Sale 2 Void 3 Reprint 4 Last TXN Status 02 Select Any Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 03 Enter TXN ID that needs to be Printed It will print only those Sales Slip which are not settled Enter TXN ID XXXX...

Page 9: ...RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Printing Tear Curr Batch Summary for Reconciliation Prior Settlement Printing 05 Select Plutus Report and Press Green Button 1 Sale 2 Void 3 Reprint 4 Plutus Report 02 Select Curr Batch Summary and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 03 Communicating with Host for Processing Going Online CO...

Page 10: ...UN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Printing Tear Last Batch Summary for Reconciliation Last Settlement Printing 05 Select Plutus Report and Press Green Button 1 Sale 2 Void 3 Reprint 4 Plutus Report 02 Select Last Batch Summary and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 03 Communicating with Host for Processing Going Online CONN...

Page 11: ...CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Printing Tear Batch Detail Report for Reconciliation Batch Report Printing 05 Select Plutus Report and Press Green Button 1 Sale 2 Void 3 Reprint 4 Plutus Report 02 Select Batch Detail Report and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 03 Communicating with Host for Processing Going Online CONNECTED 04 TRANSACTION P...

Page 12: ...ANSACTION PROCEDURE Press up and down key and Press Green Button to select the Run Application option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select Last TXN Status and Press Green Button 1 Sale 2 Void 3 Reprint 4 Last TXN Status 02 Last Transaction Sales Slip will be Printed Printing 03 ...

Page 13: ...n 1 CIMB QR 2 Alipay QR 3 TnG QR 05 RM 100 00 Scan QR Code HEADER SYNC 06 FOOTER SYNC Press up and down key and Press Green Button to select the Run Application option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR and Press Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select QR Sale and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batc...

Page 14: ... 4 SETTLE BATCH 01 Select QR and Press Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select QR Void and Press Green Button It will Void only unsettled transactions 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Enter TXN ID and Press Green Button ENTER TXN ID 04 Enter Amount and Press Green Button 05 Going Online CONNECTED Going Online 06 CONNECTED ENTER AMO...

Page 15: ...option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR and Press Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select Reprint and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Last Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 04 Printing Tear Sales Slip 05 Printing ...

Page 16: ...ess Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select Reprint and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Any Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 04 Sales Slip will print in reference to the TXN ID Printing 06 Enter TXN ID that has been Printed in Sales Slip It will print only those Sale...

Page 17: ...tion option 1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR and Press Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select TXN Inquiry and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Last Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 04 Sales Slip will print 05 Printing ...

Page 18: ... Press Green Button 1 Sale 2 Void 3 QR 4 Last TXN status 02 Cashier needs to Select TXN Inquiry and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Any Transaction and Press Green Button 1 Last Transaction 2 Any Transaction 04 Sales Slip will print in reference to the HOST TXN ID Printing 06 Enter TXN ID that has been Printed in QR Slip It will print only t...

Page 19: ...TLE BATCH 01 Select Batch Reports and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Curr Batch Summary and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 04 Communicating with Host for Processing Going Online CONNECTED 05 Printing Tear Curr Batch Summary for Reconciliation Prior Settlement Printing 06 Select QR and Pres...

Page 20: ...LE BATCH 01 Select Batch Reports and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Last Batch Summary and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 04 Communicating with Host for Processing Going Online CONNECTED 05 Printing Tear Last Batch Summary for Reconciliation Last Settlement Printing 06 Select QR and Press ...

Page 21: ...ct Batch Reports and Press Green Button 1 QR Sale 2 TXN Inquiry 3 QR Void 4 Batch Reports 5 Reprint 03 Select Batch Detail Report and Press Green Button 1 Curr Batch Summary 2 Last Batch Summary 3 Batch Detail Report 04 Communicating with Host for Processing Going Online CONNECTED 05 Printing Tear Curr Batch Summary for Reconciliation Prior Settlement Printing 06 Select QR and Press Green Button 1...

Page 22: ...1 RUN APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR PreAuth and Press Green Button 1 QR Sale 2 QR PreAuth 3 QR Sale Complete 4 QR Refund 5 TXN Inquiry 03 Enter Amount and Press Green Button ENTER AMOUNT RM 100 00 04 Scan QR Code HEADER SYNC FOOTER SYNC 05 Communicating with Host for Processing Going Online CONNECTED 06 Select QR and Press Green Button 1 Sale 2 Void 3 QR 4 Las...

Page 23: ...ONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR Sale Complete and Press Green Button 1 QR Sale 2 QR PreAuth 3 QR Sale Complete 4 QR Refund 5 TXN Inquiry 03 Cashier to enter TXN ID that needs to be Completed and Press Green Button ENTER TXN ID 04 Enter Amount and Press Green Button ENTER AMOUNT RM 100 00 05 Communicating with Host for Processing Going Online CONNECTED 06 Select QR and Press Green ...

Page 24: ...APPLICATION 2 SET CONNECTION 3 ACTIVATE 4 SETTLE BATCH 01 Select QR Refund and Press Green Button 1 QR Sale 2 QR PreAuth 3 QR Sale Complete 4 QR Refund 5 TXN Inquiry 03 Enter TXN ID and Press Green Button ENTER TXN ID 04 Enter Amount and Press Green Button ENTER AMOUNT RM 100 00 05 Communicating with Host for Processing Going Online CONNECTED 06 Select QR and Press Green Button 1 Sale 2 Void 3 QR ...

Page 25: ...tton ENTER AMOUNT 03 RM 1000 00 Press Green Button to Print Customer Copy PRINT CUSTOMER COPY 10 YES NO Once printed tear Sales Slip and Return Card to Customer Printing 11 Cashier will need to Select Months as per Customer Request 1 6 Months 2 12 Months 05 Enter amount Amount RM 1000 00 06 ENTER PIN Insert Swipe Card Amount RM 1000 00 04 Insert Tap Swipe Card Going Online CONNECTED Going Online 0...

Page 26: ... trm pinepaymentsolutions com in address bar of the browser 2 Enter User Name and Password 1 First Time User to enter the Password shared and then reset a new password 2 Regular Users will be directed to next page How To Login page 1 2 How To Reset Password How To Login TRM USER MANUAL ...

Page 27: ...nciliation Module is designed for Users to enable digital reconciliation with Bank s payment advice Serveral Users can collaborate on dispute resolution centrally and maintain a robust audit trail The User can view all payment advice ﬁles by date range store acquiring bank and upload mode The report shows Store name File ID Name Acquirer Date Status Total Sales Amount Total MSF amount Receivable a...

Page 28: ...on Upon clicking the ﬁle reconciliation with reconciled dispute and missing details will be shown Batch Txn Detail Upon clicking the Terminal ID the information for all the transactions will be shown highlighting the transactions if any dispute arises Reconciliation TRM USER MANUAL ...

Page 29: ... state city by terminal Id Hardware ID And in the search result upon clicking on the POS id it displays conﬁguration related details of the terminal Search TRM USER MANUAL This module contains downloadable reports by multiple cuts e g Store wise POS wise Transaction wise Acquirer wise Batch wise and Bank TID wise Reports Reports can be downloaded in csv as well as excel format Store Sales Report T...

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