Fiserv Ingenico MOVE 5000 User Manual Download Page 1

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Technical Document

Ingenico

MOVE 5000

Terminal

User Guide

Fiserv Confidential

Summary of Contents for Ingenico MOVE 5000

Page 1: ...Technical Document Ingenico MOVE 5000 Terminal User Guide Fiserv Confidential ...

Page 2: ...t Paper 10 Communication Set Up 11 Broadband Internet Ethernet Set Up 12 Broadband Internet Wi Fi Set Up 13 Bluetooth Set Up Pair Base to Terminal 15 Switching Communication Options 17 Communication Status 18 Operating Your Eftpos Terminal 20 How to Complete a Sale 20 Cash Out Transaction 21 Cash Out Transaction With Purchase 21 Cash Out Only Transaction 22 Tipping 24 How to Process a Refund 24 Vo...

Page 3: ...rint Last Receipt 41 Reprint Specific Transaction Record Invoice 42 Settlement 43 Manual Settlement 43 Print Settlement Totals Pre Settlement 44 Print Settlement Totals Last Settlement 45 View Batch Details on the Screen 46 Batch Totals 47 Transaction List 47 How to Enable Transaction List 48 How to Print The Transaction List 49 Offline Transaction Processing 50 Card Rules 50 Electronic Fallback 5...

Page 4: ... EFTPOS PIN pad has an adequate length of terminal connection cord to allow customers to enter their PIN privately If in a fixed position the EFTPOS PIN pad has not been placed at an angle or height that prevents customers from shielding their PIN entry The placement of mirrors and other reflective materials do not allow the customer s PIN entry to be observed through reflection Security cameras c...

Page 5: ...Your Terminal Layout Your mobile integrated EFTPOS terminal is supplied with Power pack Contactless card reader 3G 4G modem Docking Base station Integrated Contactless Reader Magnetic Stripe Reader Menu Cancel Clear Enter Chip Reader Receipt Printer ...

Page 6: ...ypad cancels the procedure in process The yellow Clear key on the keypad cancels the last character The green Enter key on the keypad validates input and powers on the terminal The Function button on the keypad is used to perform advanced functions on the terminal F2 on the touchscreen scrolls down menu options F3 on the touchscreen scrolls up menu options F2 F3 ...

Page 7: ... the keypad Remove the terminal from its base and any power source Press and hold the Func and yellow Clear keys together Press the red Cancel button on the keypad The terminal will return to the home screen if there is no activity for 60 seconds Power on Power off Cancel an action Idle state ...

Page 8: ...rocessing time EFTPOS terminals are designed to work with your Linkly formerly PC EFTPOS certified POS system The POS system sends the total amount to the EFTPOS terminal to finalise the payment For all transaction types the merchant initiates the transaction on the POS system and follows the system prompts displayed on the POS screen The customer follows the prompts displayed on the terminal to p...

Page 9: ...ontactless transaction place the card over the contactless reader When the terminal is powered on the first LED will blink on and off while the terminal is in Idle Ready state All four status LEDs will be illuminated from the time the card reader is activated until completion of the contactless transaction Magnetic Stripe Reader The magnetic stripe card reader is located on the right hand side of ...

Page 10: ... corners of the paper compartment until it clips into position Use the serrated bar to tear off any excess paper Correct paper position Lift latch up Pull cover open Important Always store thermal paper for your terminal in a dry dark area Handle thermal paper carefully Impact friction temperature humidity and oils can affect the colour and storage characteristics of the paper Never load a roll of...

Page 11: ...possible to switch communication configurations If required please contact the Merchant help desk on 1800 243 444 if you need assistance The EFTPOS terminal has the following communication options available Broadband internet Ethernet Set Up Broadband internet Wi Fi Set Up Mobile 4G 3G Integrated Linkly formerly PC EFTPOS USB and Rs232 connectivity with 4G 3G backup Bluetooth pair base to terminal...

Page 12: ...rminal and base have been paired for Bluetooth refer section Bluetooth Set Up pair base to terminal page 19 Step 1 Plug the Ethernet cable into the back of the base Step 2 Press the Menu key Step 5 Select ETH to switch the communications option to Ethernet Step 3 Press 4 to select Terminal Step 4 Press 4 to select Host Comms Note If Ethernet was not setup during technician visit at time of install...

Page 13: ...ork Please contact your internet service provider to help Set Up if not available Step 1 Press the Menu key Step 4 Press 4 to select 4 Settings Step 5 Choose Option 1 Wi Fi 2 Bluetooth Press 1 for Wi Fi Step 2 Press 4 to select Terminal Step 3 Press 3 to select Others Step 7 Select Scan networks to find available hotspots ...

Page 14: ... network Step 9 Use the keypad to enter the Password for the selected Wi Fi hotspot then tap the green button to Enter Step 10 When the Password is entered correctly the message New Profile OK displays The Wi Fi symbol in the status header of the terminal will turn green ...

Page 15: ...o select 4 Settings Step 5 Choose Option 1 Wi Fi 2 Bluetooth Press 2 for Bluetooth Step 2 Press 4 to select Terminal Step 3 Press 3 to select Others Note Your password will be set up at the time of terminal installation If you re unsure of your password please contact the Merchant help desk at 1800 243 444 Step 8 Select Base ...

Page 16: ...dential Step 12 The idle screen re displays with the Bluetooth symbol in the status header of the terminal Step 10 Select New base Step 11 A message displays on the terminal to warn that the terminal will reboot Step 9 Select Association ...

Page 17: ...Step 1 Press the Menu key Step 2 Press 4 to select Terminal Step 3 Press 4 to select Host Comms Note There will be a slight delay while the terminal connects to the new communication network Step 4 Use the F2 and F3 buttons to scroll to the communication option and press Enter ...

Page 18: ...minal information such as System Date and Time Power and Battery conditions Is displayed when the terminal is powered on to indicate 4G 3G communications is supported As the terminal attempts to register with the mobile communications provider this icon is displayed When the terminal registers with the network provider it will display this icon A 4G 3G signal strength indicator is also displayed O...

Page 19: ...xceeds the maximum operating range from its base this icon will be displayed to indicate the Bluetooth link is broken When the terminal is within range of its base and the Bluetooth link has been interrupted this icon will be displayed until the connection is reestablished When the terminal has established a Bluetooth link with its base this icon will be displayed Note Bluetooth Connectivity compl...

Page 20: ...d a TIP button will appear Step 4 If prompted allow customer to enter their PIN and press Enter Note Contactless transactions do not require a PIN or signature for amounts under 100 Step 2 Ask customer to Tap Insert or Swipe their card Step 5 Once approved remove card if inserted and press Yes to print a customer receipt if requested Step 3 If prompted ask customer to select their account type Che...

Page 21: ... account or contactless transaction A sale with cash out transaction is shown as one total item in the settlement report and on the monthly merchant statement Cash out is an optional feature You may enable or disable this feature by contacting Merchant Services at 1800 243 444 Step 1 To include Cash Out with a Purchase enter the sale amount from idle home screen and press Enter If cash out on a sa...

Page 22: ...ash Out Only Transaction Step 1 Press the Menu key Step 4 Enter the cash amount and press Enter Step 2 Press 1 to select Transaction Step 5 Ask customer to insert or swipe their card Step 6 Ask customer to select an account Step 3 Press 2 to select Cash Out ...

Page 23: ... enter their PIN and press Enter Step 10 Press Yes to print the customer receipt if required Step 8 An Approved acknowledgement displays once the sale has been successfully processed and the merchant receipt will be printed automatically Step 9 Ask customer to remove their card ...

Page 24: ... 243 444 How to Process a Refund A refund transaction can be used for any of the following instances Returned goods purchased that is accepted under your returns policy Services that are terminated or cancelled Incorrect amount charged Step 1 Press Menu key on the home screen and press 1 for Transaction Step 2 Press 3 for Refund Step 3 Enter refund amount and press Enter ...

Page 25: ...Note Your password will be set up at the time of terminal installation If you are unsure of your password please contact the Merchant help desk at 1800 243 444 Step 7 Ask customer to enter their PIN and press Enter Step 8 An Approved acknowledgement displays once the sale has been successfully processed and the merchant receipt will be printed automatically Note Even if a PIN is entered a signed r...

Page 26: ...ecause the transaction is deleted before the bank can complete it and no funds are removed from your customer s account The transaction and void will also not appear on your terminal settlement summary for the same reason A record of the voided transaction will only appear on your transaction list report If you have already settled your terminal the incorrect transaction must be refunded and re pr...

Page 27: ...the receipt for the transaction they want to void Step 6 An acknowledgement will be displayed Step 5 Enter Void password Your Void password will be set up at the time of terminal installation If you are unsure of your password please contact the Merchant help desk at 1800 243 444 Step 7 Press Yes to print the customer receipt if required ...

Page 28: ... value of the purchase The customer s bank will issue a successful preauthorisation request with a six digit authorisation number Part Two Completion The Completion transaction is used to process the customer s final payment where a preauthorisation was processed earlier When processing the completion request use the following data to retrieve the preauthorisation transaction The six digit authori...

Page 29: ...tion Transaction Step 1 Press Menu key Step 2 Press 1 for Transaction Step 3 Press 3 to select Pre Auth Step 5 Enter the preauthorisation amount and press Enter Step 4 In the Pre Auth Completion submenu Press 1 for Pre Auth Step 6 Ask the customer to insert tap or swipe their card ...

Page 30: ...n Approved acknowledgement displays once the sale has been successfully processed and the merchant receipt will be printed automatically Step 9 Ask the customer to sign the receipt if required You will need to verify your customers signature Press Yes if the signature matches Step 10 Press Yes to print the customer receipt if required ...

Page 31: ... 3 Press 3 for Pre Auth Step 5 Enter the completion amount and press Enter Step 4 Press 2 to select Completion Step 6 Enter the six digit Approval Code from the merchant receipt and press Enter Note Your password will be set up at the time of terminal installation If you are unsure of your password please contact the Merchant help desk at 1800 243 444 ...

Page 32: ...RN from the merchant receipt and press Enter c Enter the preauthorisation date from the receipt in DD MM format and press Enter Step 7 Enter the terminal password Step 8 Press Enter to confirm key and the merchant receipt will be printed automatically Step 9 Ask the customer to sign the receipt if required You will need to verify your customers signature Press Yes if the signature matches Step 10 ...

Page 33: ...rcharge amount can be different for different card types The surcharge amount is always displayed on the customer and merchant receipts Customers should be informed of the surcharge before the transaction is entered Note Surcharge must be added to the total amount for refund transactions Note Please refer to your POS Vendor Point of Sale manual on how to initiate this transaction at the POS if in ...

Page 34: ...TPOS Terminal 34 Fiserv Confidential Surcharge Report Step 1 Press Menu key Step 4 Press OK Step 2 Press 4 for Terminal Step 3 Press 5 for Surcharging Step 5 Press OK to print surcharge summary receipt or Cancel to exit ...

Page 35: ...count type whenever you manually enter card numbers Should you attempt to manually key a debit card number the terminal will reject the transaction The MOTO process is similar to a normal purchase or refund that involves manually entering card details MOTO is an optional feature You may enable and disable this feature by contacting Merchant Services at 1800 243 444 Note Please refer to your POS Ve...

Page 36: ...customer s card number Step 6 Complete entering the customer s card number and press Enter Step 7 Enter the card expiry date receipt in the MMYY format and press Enter Step 9 Select MOTO type and press Enter to confirm Step 8 Key Entry Password Merchant will be prompted for this if it has been set up on theTMS for their terminal ...

Page 37: ...al Step 11 An acknowledgement displays once the sale has been approved and the merchant receipt will be printed Step 12 Press Yes to print the customer receipt if required Step 10 Select whether the MOTO is a One Off Single Recurring or Instalment type ...

Page 38: ...al determines whether the card presented for payment is an international card If it is determine whether the card falls into one of the eligible currencies for DCC Obtain an exchange rate Display the pertinent details on the screen as per below The AUD amount The exchange rate Any fees margins commissions being applied The equivalent amount in the cardholder s home currency Merchant and cardholder...

Page 39: ...SH button will appear Step 4 Ask Customer to select between AUD or Home currency Step 2 Ask the customer to tap insert or swipe their card Step 5 Ask customer to enter their PIN or press Enter Step 3 Ask customer to select their account type Cheque Savings or Credit Step 6 An Approved acknowledgement displays once the sale has been successfully processed ...

Page 40: ...rv Confidential Step 7 If the PIN was bypassed ask the customer to sign the receipt You will need to verify your customers signature Press Yes if the signature matches Your Merchant Solutions EFTPOS terminal DCC receipt will look like this ...

Page 41: ...eipt This function allows a duplicate receipt to be printed for the last transaction either approved or declined Step 1 Press Menu key on the home screen Step 4 Press 1 for Last to reprint receipt for the last transaction Step 2 Press 2 for Print Step 3 Press 1 for Transaction ...

Page 42: ...ction allows a duplicate receipt to be printed for a specific approved transaction from the current batch Step 1 Press Menu key on the home screen Step 4 Press 2 for Invoice Step 2 Press 2 for Print Step 5 Enter Invoice Number from receipt Step 3 Press 1 for Transactions Step 6 The receipt will be printed ...

Page 43: ...r time allowed settlement cutover time is between 03 00 AEST AEDT and 21 00 AEST AEDT an Automatic Settlement will occur at the nominated time If you want to tailor your settlement terminal cut off time to allow for longer trading hours please contact the call centre at 1800 243 444 The EFTPOS Terminal Offers the Following Settlement Functions 1 Manual Settlement 2 Last Settlement 3 View Batch Det...

Page 44: ...s function prints a listing of all transactions performed after the last settlement time until the current time A Pre Settlement does not settle the terminal Note This function is only supported in Standalone mode Step 1 Press Menu key Step 2 Press 3 for Batch Step 3 Press 4 to select Batch Totals ...

Page 45: ...ment Totals Last Settlement The Last Settlement function will print the total value of transactions in the last settlement period Note This function is only supported in Standalone mode Step 1 Press Menu key Step 2 Press 3 for Batch Step 3 Press 2 for Last Settlement ...

Page 46: ...current batch Note This function is only supported in Standalone mode Step 1 Press Menu key Step 2 Press 3 for Batch Step 3 Press 3 to select Review Batch Step 4 Press F3 under INFO to view these three screens Step 5 Press F2 to go to next transaction Press F1 to go back to the previous transaction Step 6 Press INFO F3 to view each transaction in detail ...

Page 47: ...nt automatically at the time of settlement This applies to automatic and manual settlement This function enables you to display a prompt at the time of settlement to print the Transaction Listing Note When the Transaction Listing printout prompt is turned on if you are not there at the time of settlement to select Yes or No to print the Transaction Listing will automatically be printed after one t...

Page 48: ...onfidential How to Enable Transaction List Step 1 Press the Func key Step 4 The prompt is turned on Press Cancel to exit Step 2 Enter 14 using the PIN pad and press Enter Step 3 Press Enter to turn on the prompt to print the Transaction Listing ...

Page 49: ...erating Your EFTPOS Terminal 49 Fiserv Confidential How to Print the Transaction List Step 1 Press Menu key on the home screen Step 4 Press 1 for Audit Step 2 Press 2 for Print Step 3 Press 2 for Reports ...

Page 50: ...nfigured for electronic fallback mode The EFTPOS terminal will enter electronic fallback mode if there is a problem transmitting the transaction to the card issuer This could be due to a communications error or due to the issuer being unavailable These transactions are known as electronic fallback EFB transactions All EFB transactions require signature confirmation and will be approved with a resp...

Page 51: ... view a specific transaction in the current batch by entering the invoice number 58 Print Tip Report Print the tip report for any tipped transactions processed since the last report was produced 70 Reprint Last Settlement Print the last settlement report 71 Reprint Last Settlement From Host Print the last settlement report from the Host requires settlement password 72 Reprint Last Transaction Reco...

Page 52: ...y people live and work today Visit fiserv com to learn more For more information about Ingenico Move 5000 Terminal 1800 243 444 1800 372 838 merchantservicesAU firstdata com merchants fiserv com en_au 2021 Fiserv Inc or its affiliates Fiserv is a trademark of Fiserv Inc registered or used in the United States and foreign countries and may or may not be registered in your country All trademarks ser...

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