Moneris smartselect Operating Manual Download

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SmartSELECT

MERCHANT OPERATING MANUAL

Software Version: 3.11

Document Date: June 24, 2005

Document Version: 2.0

Summary of Contents for smartselect

Page 1: ...SmartSELECT MERCHANT OPERATING MANUAL Software Version 3 11 Document Date June 24 2005 Document Version 2 0...

Page 2: ...005 All rights reserved No part of this publication may be reproduced stored in retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise wi...

Page 3: ...r 12 The Connection Ports 12 The Cables 12 The Power Cable 12 The Communication Cable 12 The PINPad to Terminal Cable 13 The PINPad 13 Care of the Components 13 Chapter 3 Features Procedures 15 Standa...

Page 4: ...Purchasing Cards 21 Gift Cards 21 Loyalty Programs 21 Clerk Subtotalling 21 Terminal ID 22 Balanced Prompt 22 Optional Procedures 22 Group Clerk Subtotals Reporting 22 Multi Terminal Reporting 22 End...

Page 5: ...ctions 41 Initializing the SmartSELECT Terminal 41 Terminal Initialization First Initialization 41 Terminal Re initialization 42 Logon 43 Balancing Settling Your Account 43 Close Batch 43 Multi Termin...

Page 6: ...ive Help 75 SmartSELECT Help Topics 75 On line Help Index 76 On line Help Search 76 Chapter 11 On Screen Calculator 77 Accessing the Calculator 77 Transferring a Calculator Value 78 Clearing the Calcu...

Page 7: ...Other Financial Transactions 103 Enter Purchase Amount Idle Screen Instructions 104 Appendix E Private Label Transactions 105 Configuration 106 Third Party Host 106 Third Party Card 108 Financial Tran...

Page 8: ...Receipt Language 134 ValueLink Gift Card Admin Transactions 135 Print ValueLink Gift Card Transactions 135 ValueLink Gift Card Transaction Inquiry 136 Appendix H ERNEX Electronic Marketing Programs 13...

Page 9: ...Transactions 160 Reward Purchase 160 Reward Refund 161 AIR MILES Receipts 162 AIR MILES Receipt Language 162 AIR MILES Admin Transactions 163 Reward Daily Totals Report 163 Reward Transaction Report 1...

Page 10: ...Table of Contents viii SmartSELECT Merchant Operating Manual V2 0...

Page 11: ...tivating the training mode and settling your accounts Chapter 7 Reporting Transactions provides instructions on printing reports and duplicate receipts Chapters 8 9 These chapters describe standard De...

Page 12: ...eir Admin Codes and the SmartSELECT menu containing that function 1 2 Merchant and Terminal Information Merchant Name Merchant Location Moneris Merchant ID Number Initialization Telephone Number Confi...

Page 13: ...ional supplies for your terminal 1 5 Additional Documentation To download additional copies of this Merchant Operating Manual visit www moneris com merchant manuals index html and select SmartSELECT T...

Page 14: ...Introduction 4 SmartSELECT Merchant Operating Manual v 2 0...

Page 15: ...nnected to the terminal for performing debit transactions 2 1 1 The Touch Screen The interface is a touch sensitive backlit monochrome black on white LCD screen 3 4 wide by 4 5 high To select an item...

Page 16: ...en from the Moneris Logo screen press the Moneris Solu tions logo To access the Idle screen from any other screen press the Exit button repeatedly until the Idle screen appears Moneris Logo Screen The...

Page 17: ...lection Screen The Standard Host Response Screen Terminal Status Area Prompt Area Variable Screen Area List with Choice 5 selected displayed Terminal Status Area Variable Screen Area Approved Purchase...

Page 18: ...s error messages or if the variable screen area contains a list the list name Current Choice box A single line high it appears on the List screen below the Prompt Area and above the list items It disp...

Page 19: ...of text with arrowheads to left of text Each line contains a parameter with its associated val ues Select items in order to change their value See the List Screen Type for instructions on selecting an...

Page 20: ...eens Use these buttons for moving to a different screen e g Finan Admin Config completing a process e g Reprint Next Copy and changing the terminal display language Term Lang Exit Use this button to c...

Page 21: ...to enter your Terminal ID receipt text etc Lower Case Alpha Letters a z and Space ABC 123 and buttons Use these keys to enter Credit Application information receipt text etc Accented Characters 13 acc...

Page 22: ...martSELECT terminal comes with two cables the power cable and a communications cable If you are processing Debit transactions your will also receive a PINPad cable 2 2 1 The Power Cable The power cabl...

Page 23: ...ad Keys 2 4 Care of the Components Proper care of your SmartSELECT system will help ensure uninterrupted service Here are some recommendations for maintaining your terminal in good working order IMPOR...

Page 24: ...Solutions To maintain the warranty on the equipment use only supplies obtained from the Moneris Merchant Service Centre see Section 1 3 Contacting Moneris Solutions Load the paper into the printer cor...

Page 25: ...uch of a button Simply press the button on the top left corner of the touch screen to access information about the screen you are viewing Then press the button inside the on line help to access an ind...

Page 26: ...ransaction The oldest transaction is dropped once the terminal memory reaches capacity If your terminal is replaced the memory cannot be transferred to the new terminal and is therefore lost Moneris r...

Page 27: ...the credit card expiry date is not printed on the cardholder copy of the receipt 3 2 Standard Procedures These procedures are followed for all configurations of the SmartSELECT 3 2 1 Terminal Security...

Page 28: ...vides information on the POS Admin card and instructions on how to access on line help It begins immedi ately after the Configuration Shortcut is complete You can also start this pro cedure from the A...

Page 29: ...the cardholder or a deposit to your business account until an Advice transaction is processed Pre Auth transactions are most commonly used in hotel restaurant and car rental environments where the fin...

Page 30: ...personalized trailer message at the bottom of your receipts The language of the message will match the language on the customer s card if the card is swiped If the card num ber and expiry date are key...

Page 31: ...ed value on it and then uses that card instead of cash or a credit or debit card Gift Cards must be acti vated before they can be used and the customer can do a balance inquiry using your terminal to...

Page 32: ...l terminals or a group of terminals associated with the same mer chant number from one of the terminals For example if you have 15 terminals associated with your merchant number you simply perform the...

Page 33: ...rminal s POWER 24DVC 2A port 2 Insert the other end into a power outlet The Loading status message appears on the terminal s touch screen with a list of the hardware version the system software and th...

Page 34: ...and continue entering the Configuration Code The printer test message appears 4 The terminal and any attached devices are tested in the following order the printer the POS Admin Card if your terminal...

Page 35: ...on g Enter Initialization Phone Number see Section 1 2 Merchant and Terminal Information 7 When the parameters have been set up the terminal displays Host Initialization while it performs an Initializ...

Page 36: ...reen Completing the Shortcut After Exiting In order to complete the terminal setup you will need to 1 Press Menu 2 Press Config The Terminal Configuration menu appears 3 Select General Parameters 4 Se...

Page 37: ...ovides information on the Mon eris POS Administrative card known as the POS Admin card and instructions on how to access the On line Help It appears immediately after the Configuration Shortcut is com...

Page 38: ...RATION PARAMETER REFER TO SECTION FOR DETAILED INSTRUCTIONS General Parameters 4 5 General Parameters Dial Communications 4 7 Communications Parameters Clerk Subtotalling A 1 Clerk Subtotalling Config...

Page 39: ...e receipt for the card holder s signature for Credit Card and Third Party Card transactions The General Parameters menu reappears 5 Select Number of Receipt Copies The Number of Receipt Copies prompt...

Page 40: ...able Trailer Message The prompt Trailer Message appears 11 Select Yes to enable the Trailer Message that has been keyed in or both if both English and French Trailer Messages have been keyed in 4 5 2...

Page 41: ...epresenting Low contrast and 20 representing High contrast The current contrast level appears in white text on a black item 6 Select the contrast level list item that represents the contrast level you...

Page 42: ...onfigure the communication properties From the Idle screen 1 Press Menu The Financial Transaction menu appears 2 Press Config The Terminal Configuration menu appears 3 Select General Parameters The Ge...

Page 43: ...The Dial Communications Setup menu appears with a list of parameters and their current values 6 To change the PBX Prefixes for the seven digit local telephone number and the ten digit long distance t...

Page 44: ...l a Select Stabilization Timer The Enter Stabilization Timer prompt appears with a keypad b Key in a value min 0 25 max 5 00 seconds and press Enter The default is 0 25 seconds The Dial Communication...

Page 45: ...r station From the Idle screen 1 Press Menu The Financial Transactions menu appears 2 Press Config The Terminal Configuration menu appears 3 Select General Parameters The General Parameters menu appea...

Page 46: ...up any terminals as LAN slaves From the General Parameters menu 1 Ensure the Communications Type parameter display says LAN and LAN Mas ter Terminal says No 2 Select LAN Address The Enter LAN Address...

Page 47: ...chant Service Centre 4 13 Restoring Factory Defaults This function returns the terminal s parameters to the original factory settings From the Idle screen 1 Press Menu The Financial Transactions menu...

Page 48: ...Configuring Your Terminal 38 SmartSELECT Merchant Operating Manual v 2 0...

Page 49: ...initialized and logged on From the Idle screen 1 Press Menu The Financial Transactions menu appears 2 Press Config The Terminal Configuration menu appears 3 Select Enter Training Mode The Clear Traini...

Page 50: ...Mode The table below lists the types of transactions that can be performed in Training Mode and which types of cards they can be performed for Most transactions are available regardless of the type o...

Page 51: ...ion function can be performed see Section 4 7 Communications Parameters 6 1 1 Terminal Initialization First Initialization If you abandoned the Configuration Shortcut you will need to perform this tra...

Page 52: ...Enter The Enter Initialization Phone Number prompt appears 5 Key in the Initialization Phone Number min 7 and max 16 numeric digits and press Enter Note This prompt only appears if your communication...

Page 53: ...transactions deposited into your account you must close the Batch containing those transactions You will need to do this for the Moneris Host and each of the Third Party hosts that process trans acti...

Page 54: ...nly IMPORTANT If the screen goes blank at any time during the Close Batch touch the screen to reactivate it then respond to the prompt that appears To perform a Close Batch on a terminal that connects...

Page 55: ...se Batch on the Third Party Host with that Host number OR Select No to leave that Third Party Host as is The Other Host prompt appears until all Third Party Hosts have been dis played in numerical ord...

Page 56: ...it transactions saved in the SmartSELECT s memory since the last batch was closed IMPORTANT In order to receive the dollar value of your transactions in your business account on a daily basis you must...

Page 57: ...a Close Batch transaction Financial trans actions cannot be processed on your terminal once it has been logged off From the Idle screen 1 Press Menu The Financial Transactions menu appears 2 Press Adm...

Page 58: ...Administrative Transactions 48 SmartSELECT Merchant Operating Manual v 2 0...

Page 59: ...reen reappears The text DUPLICATE DUPLICATE DUPLICATE appears on the reprinted receipt at the top middle and bottom 4 The Idle screen reappears 7 2 Transaction Inquiry This transaction prints or displ...

Page 60: ...splayed report 6 the terminal displays the Examine Records prompt over the Summary List of matching transactions See below for information on the Summary List For mat To scroll through the Summary Lis...

Page 61: ...RD NUMBER Account ACCT TYPE Exp CARD EXPIRY DATE Trans TRAN TYPE Card CARD TYPE Amount 123 456 99 Appr APPROVAL NUMBER Seq SEQUENCE NUMBER Date TRANSACTION DATE Time TRANSACTION TIME Admin POS ADMIN C...

Page 62: ...th the Host s and prints the report s then returns to the Idle screen Merchant Subtotals Report for Selected Hosts Note This is only available if the terminal connects to more than one host From the I...

Page 63: ...rd type Note If you perform your end of day transactions from the Administrative Transactions menu rather than the End of Day shortcut you may wish to print this report before performing a Close Batch...

Page 64: ...ransactions are found the terminal displays the No Trans action Found Please Retry prompt Press Exit to return to the Idle screen or wait a moment and the Idle screen will reappear automatically 7 6 C...

Page 65: ...while they enter their PIN on the PINPad and encourage your customers to protect their PIN You must have a PINPad attached to the SmartSELECT in order to process Debit Card transactions To reduce the...

Page 66: ...n their PIN personal identification number and presses the OK button The PLEASE WAIT FOR MESSAGE prompt appears 3 The terminal displays Processing then the Host Response screen indicating the purchase...

Page 67: ...HQ button to select their chequing account OR the SAV EP button to select their savings account The ENTER PIN OK PIN prompt appears d The customer keys in their PIN personal identification number and...

Page 68: ...he original purchase The Continue on PINPad prompt appears On the PINPad a The PURCH CORRECTION OK prompt appears b The customer presses the OK button The SELECT ACCOUNT prompt appears c The customer...

Page 69: ...Pad prompt appears On the PINPad a the REF CORRECTION OK prompt appears b The customer presses the OK button The SELECT ACCOUNT prompt appears c The customer presses the CHQ button to select their che...

Page 70: ...ED appears then the prompt PURCHASE OK appears Continue with the instructions in Section 8 1 Debit Purchase starting with Step 2 b Debit Purchase Void from the Enter Purchase Amount Idle Screen Substi...

Page 71: ...he Idle screen appears on the terminal and the WEL COME BONJOUR message appears on the PINPad From the PINPad The customer can press Cancel on the PINPad at any time to cancel a debit trans action The...

Page 72: ...Debit Financial Transactions 62 SmartSELECT Merchant Operating Manual v 2 0...

Page 73: ...onse message displayed while the terminal communicates with the Moneris Host Take an imprint of the credit card using a paper Sales Draft and staple the merchant copies of the receipt and the sales dr...

Page 74: ...nal prints the beginning of the Merchant copy of the receipt and the Enter Pur chase Amount prompt appears 3 Key in the Purchase Amount and press Enter The Host Response screen appears indicating the...

Page 75: ...the original receipt and press Enter The terminal prints the beginning of the Merchant copy of the receipt and the Enter Refund Amount prompt appears 7 Key in the amount and press Enter The Host Respo...

Page 76: ...orization Number prompt appears 6 Key in the authorization number AUTH found on the original receipt and press Enter The terminal prints the beginning of the Merchant copy of the receipt and the Enter...

Page 77: ...appears 6 Key in the authorization number AUTH found on the original receipt and press Enter The terminal prints the beginning of the Merchant copy of the receipt The Enter Refund Void Amount prompt...

Page 78: ...of the Merchant copy of the receipt and the Enter Pre Auth Amount prompt appears 5 Key in the pre authorization amount and press Enter The terminal displays Host Response screen indicating the Pre aut...

Page 79: ...ard number and the prompt Press Enter to Continue 5 Check the number displayed against the Card Number on the Pre auth receipt If they match press Enter The Old Amount Enter New Amount prompt appears...

Page 80: ...nts the beginning of the Merchant copy of the receipt The Enter Advice Amount prompt appears 5 Key in the Advice amount and press Enter The terminal prints the beginning of the Merchant copy of the re...

Page 81: ...ppears 4 Key in the last six digits of the Receipt Number without the dash on the Pre Auth receipt and press Enter The terminal displays the Card Number with the Press Enter to Continue prompt 5 Check...

Page 82: ...t four digits of the customer s Credit card number and press Enter Continue with the Credit Purchase instructions in Section 9 1 Credit Purchase starting with the Host Response screen in step 3 Credit...

Page 83: ...process the transac tion on the terminal keying in the Credit Card number and expiry date 7 Attach the Merchant Copy of the receipt to the Merchant Copy of the Sales Draft and retain the two copies fo...

Page 84: ...Credit Financial Transactions 74 SmartSELECT Merchant Operating Manual v 2 0...

Page 85: ...to the screen on which you pressed the button To view the Context Sensitive Help Press the button on any screen A Help popup window appears on top of the current screen and the sections of that screen...

Page 86: ...list item The information appears on the screen 2 Press Back to return to the Help Topics screen If you press the button on the Help Topics Index a Help Topic screen or the Search screen a brief desc...

Page 87: ...Loyalty program transactions Note The calculator is available even while the terminal is logged off There are two calculator modes These are accessed on calculator screen by press ing the button in th...

Page 88: ...he Enter Transaction Amount screen 5 Press Enter to use the value as the transaction amount and continue the finan cial transaction following the regular instructions for completing the transac tion 1...

Page 89: ...prompt will appear if your terminal processes Debit Cards OR processes only Credit Cards and requires extra security Note The terminal must be logged on in order to configure this feature There are t...

Page 90: ...nance Note If you use the Default Clerk ID the terminal will not prompt for a Clerk ID during financial transactions 10 Select Clerk Entry Method The Clerk Entry Method prompt appears The default is M...

Page 91: ...Default Clerk ID From the Idle screen 1 Press Menu The Financial Transactions menu appears 2 Press Config The Terminal Configuration menu appears 3 Select Clerk ID Maintenance The Swipe Admin Card pro...

Page 92: ...ny changes you made 8 Select Finished The terminal displays the status prompt Clerk ID Mainte nance while it communicates the removals to the Moneris Host 9 The Idle screen reappears when the communic...

Page 93: ...otalling On must be set to Yes and Prompt for Clerk ID must set to No and the Default Clerk ID must be added to the Moneris Host From the Idle screen 1 Press Menu The Financial Transactions menu appea...

Page 94: ...3 Select Clerk Subtotals The Select Single or Multiple Clerks prompt appears 4 Select Single Clerk If Default Clerk ID has been enabled dialling begins Go to step 7 If not and the Zero Totals function...

Page 95: ...p of Clerk IDs The Enter Group Prefix prompt appears OR Select All to print totals for all Clerk IDs Go to step 10 8 Key in the Clerk ID and press Enter OR Swipe the Clerk ID card The Clerk ID appears...

Page 96: ...Clerk Subtotalling 86 SmartSELECT Merchant Operating Manual v 2 0...

Page 97: ...ce Allowed enabled B 1 Configuration The following instructions all begin at the Terminal Configuration menu To access this menu from the Moneris Logo screen press Menu then Config from the Idle scree...

Page 98: ...Card prompt appears 4 Swipe the POS Admin Card The Multiple Terminal Transaction prompt appears 5 Select No to disable Multiple Terminal Reporting and set the Terminal Name to spaces The terminal disp...

Page 99: ...ve to the next option without requesting the Close Batch select No The Get Deposit Totals prompt appears 6 To request a Deposit Totals Inquiry transaction on associated terminals select Yes OR To move...

Page 100: ...the dollar value of your transactions in your business account on a daily basis you must perform the Close Batch transaction on a daily basis You can do this through the End of Day Shortcut or directl...

Page 101: ...al Report and Close for instructions if the terminal is allowed to perform the Batch Close transaction AND the Close Batch function is enabled AND a Terminal Name has been configured If you select Yes...

Page 102: ...Multi Terminal Reporting 92 SmartSELECT Merchant Operating Manual v 2 0...

Page 103: ...to No You will not be able to change this parameter Debit transactions involve the use of the cardholder s Debit card Each debit trans action requires a swipe of the debit card on the terminal or the...

Page 104: ...General Parameters menu appears 4 Scroll down and select Enable Tip Entry The Enable Tip Entry prompt appears 5 Select Yes to allow a tip amount to be entered on the PINPad The General Parameters men...

Page 105: ...rs e The customer presses the Chequing or the Savings button on the PINPad The Enter PIN OK PIN prompt appears f The customer keys in their personal identification number PIN and presses the OK button...

Page 106: ...he Select Account prompt appears c The customer presses the Chequing or the Savings button on the PINPad The Enter PIN OK PIN prompt appears d The customer keys in their personal identification number...

Page 107: ...rocessing prompt appears then the Continue on PIN Pad prompt appears a The Purchase Correction OK prompt appears b The customer presses the OK button on the PINPad keypad The Select Account prompt app...

Page 108: ...Continue on PINPad prompt appears a On the PINPad the Ref Correction OK prompt appears b The customer presses the OK button on the PINPad keypad The Select Account prompt appears c The customer press...

Page 109: ...of the tip and presses OK OR simply presses OK to leave the tip amount at zero The Purchase OK prompt appears The value displayed includes the purchase amount and the tip amount d The customer presses...

Page 110: ...Credit refunds purchase voids refund voids do not require PINPad entry even if the original transaction included a tip keyed in on the PINPad Follow the instruc tions in sections 9 8 Enter Purchase A...

Page 111: ...ecurity purposes after swiping the card you will be prompted to enter the last four digits of the card number OR you can key in the Purchasing Card number using the keypad You will then be prompted to...

Page 112: ...sing Card menu reappears Go to Step 8 QST GST the Purchasing Card menu reappears with the Mer chant PST Number list item changed to Merchant QST Number Go to step 8 HST or GST Only the Purchasing Card...

Page 113: ...Merchant copy of the receipt The Next Copy button appears 7 Tear off the receipt have the customer sign it and return it to you and keep it for your records 8 Press Next Copy The Cardholder copy of t...

Page 114: ...pe Customer Card and Enter Amount prompts are reversed See section 9 8 Enter Purchase Amount Idle Screen Instructions for examples of the steps that are changed for a Credit Purchase transaction and a...

Page 115: ...formed using a Private Label credit card Purchase instructions below Purchase Void Refund instructions below Refund Void Pre Authorization Advice Credit Application instructions below Payment instruct...

Page 116: ..._ menu appears 5 Select Host Type The Host Type prompt appears 6 Select the host type you will be using The Third Party Host Setup Host _ menu reappears If you selected SNS and are using the SmartSELE...

Page 117: ...hone Number to enter the backup phone number of the Third Party Host The Backup Phone Number prompt appears with a numeric keypad b Key in the Backup Phone Number min 7 max 16 digits and press Enter T...

Page 118: ...Press Menu The Financial Transactions menu appears 2 Press Config The Terminal Configuration menu appears 3 Scroll down and select Third Party Host The Select Host Number prompt appears 4 Select the H...

Page 119: ...orresponds to the Third Party Host you will use for processing this Third Party Card The Third Party Host must be set up already The Third Party Card Setup menu reappears 9 Configure the BIN Ranges fo...

Page 120: ...s Exit The Terminal Configuration menu reappears The parameters of the Third Party Card have now been changed To remove a Third Party Card From the Idle screen 1 Press Menu The Financial Transactions...

Page 121: ...e Label card follow the instruc tions below From the Idle screen 1 Swipe the customer s Private Label card on the terminal The terminal dis plays Processing then the Enter Last 4 Digits prompt appears...

Page 122: ...iginal Authorization Number prompt appears 8 Key in the authorization number found on the original receipt and press Enter The terminal prints the beginning of the Merchant copy of the receipt and the...

Page 123: ...the Promo Code prompt which appears after the Enter Transaction Amount prompt For instructions on performing purchase void refund void pre authorization and advice transactions using a Private Label c...

Page 124: ...label card is processed on the terminal a list of the private label cards appears Select the Private Label card the customer wishes to apply for 6 Request an existing credit card from the customer e g...

Page 125: ...t Record prompt The terminal fin ishes printing the Merchant copy of the receipt The Next Copy button appears 17 Tear off the receipt and keep it for your records 18 Press Next Copy to print the Cardh...

Page 126: ...ount prompt appears 5 Key in the amount the cardholder wishes to pay towards the balance owing on their Private Label card and press Enter The terminal begins communicating with the Private Label Host...

Page 127: ...s 5 Key in the authorization number AUTH on the original Payment receipt and press Enter The Enter Paymt Void Amount prompt appears 6 Key in the full amount of the incorrect Payment transaction and pr...

Page 128: ...Private Label Transactions 118 SmartSELECT Merchant Operating Manual v 2 0...

Page 129: ...rvice providers and arrange for service from them You must use dial communications to access a Cheque Authorization service To keep the displayed value for a list item do not select the list item simp...

Page 130: ...al The Backup Phone Number prompt appears with a numeric keypad b Key in the Backup Phone Number min 7 max 16 digits and press Enter The Cheque Authorization Service menu reappears 14 This item is opt...

Page 131: ...elect Cheque Authorization The Authorization Method prompt appears 3 Select Driver s Licence The Enter Driver s Licence Number prompt appears 4 Key in the Driver s Licence Number min 1 max 20 characte...

Page 132: ...to be authorized while the terminal communicates with the Cheque Authorization Host 8 When the transaction is approved the Host Response screen is updated with the approval number 9 Write the approva...

Page 133: ...Inquiry Your SmartSELECT can perform these transactions for two types of ValueLink gift cards Pre defined Gift Cards These cards have a pre defined cash value e g 20 50 100 etc that can be used by th...

Page 134: ...Swipe the POS Admin card The Gift Card Configuration menu appears 5 Select Gift Card Enabled The Enable Gift Card prompt appears 6 Select Yes The Gift Card Configuration menu reappears 7 Select Host R...

Page 135: ...fig uration menu follow steps 1 through 4 of section G 2 1 Enabling ValueLink on the Terminal then select the list item you wish to change and select the new set ting or key in the new data The Gift C...

Page 136: ...ilable for use Note The SmartSELECT must be logged on before you perform a ValueLink Gift Card Activation From the Gift Card Transactions menu 1 Select Activation The prompt Swipe Customer Card appear...

Page 137: ...ctiv Void Amount prompt appears 5 Press Enter to clear the amount remaining on the ValueLink Gift Card 6 The terminal prints the beginning of the Merchant copy of the receipt and the Host Response scr...

Page 138: ...py The Cardholder copy of the receipt is printed The Host Response Screen is updated with the prompt Provide Transaction Record 8 Tear off the receipt and give it to the customer 9 Press Exit The term...

Page 139: ...d by pressing the Exit button The next transaction will not be based on the Balance Owing transaction It will be a completely new transaction and will prompt for all information If the SmartSELECT ini...

Page 140: ...een is updated with the prompt Provide Transaction Record 9 Tear off the receipt and give it to the customer 10 Press Exit to return to the Idle screen G 3 6 ValueLink Gift Card Refund When a refund t...

Page 141: ...refund to be voided and press Enter The terminal prints the beginning of the Merchant copy of the receipt The Host Response screen appears indicating the Refund Void amount and the ValueLink Gift Card...

Page 142: ...lance from the first ValueLink Gift Card The prompt Customer Lan guage appears 4 Select English or French to set the language in which the customer s receipt will be printed The terminal prints the be...

Page 143: ...ear off the receipt and give it to the customer 6 Press Exit The terminal returns to the Idle screen G 3 10 ValueLink Gift Card Cash Out This transaction is used to reduce the balance of a ValueLink G...

Page 144: ...t type e g the amount paid by ValueLink Gift Card by cash by Debit Card and by Credit Card as applicable the remaining ValueLink Gift Card balance the ValueLink Gift Card response code G 4 1 ValueLink...

Page 145: ...Menu The Financial Transactions menu appears 2 Press Admin The Administrative Transactions menu appears 3 Select Print Gift Card Transactions The Select Print Mode prompt appears 4 Select Batch to pr...

Page 146: ...ValueLink Gift Card Transaction Inquiry is essentially the same as a regular Transaction Inquiry see section 7 2 Transaction Inquiry for instructions except for two criteria selection prompts The Sele...

Page 147: ...ERNEX and subscribe to their service s configure your terminal see section H 2 Ernex Configuration This appendix provides instructions for configuring the terminal to accept ERNEX cards and outlines...

Page 148: ...iguration Prior to processing ERNEX E Gift or Loyalty Card transactions the SmartSE LECT terminal and the ERNEX Host must be set up H 2 1 Terminal Configuration for ERNEX This must be performed on eac...

Page 149: ...reports for that batch before re initializing your terminal with ERNEX This function will clear and reset the ERNEX information in your terminal 1 Press Menu 2 Press Admin 3 Scroll down and select ER...

Page 150: ...ift transaction to ensure that the E Gift Card is authentic All ERNEX E Gift transactions begin on the Financial Transactions menu To access the menu from the Sleeping screen 1 Press the Moneris Solut...

Page 151: ...ount 9 Press EXIT when transaction is complete If the purchase amount is greater than the value on the E Gift Card 10 The Terminal will flash Balance Owing press EXIT 11 Select CASH OR Select CARD the...

Page 152: ...se transaction 1 Press MENU 2 Press PURCHASE 3 Swipe the Loyalty Card 4 Key in the Clerk ID and press ENTER 5 Key in the transaction amount and press ENTER 6 Key in Info Prompt and press ENTER 7 Key i...

Page 153: ...nsaction is complete H 4 4 Refund with ERNEX Loyalty This deducts points from a Loyalty card based on the Refund amount AND refunds the financial transaction 1 Press MENU 2 Press REFUND 3 Swipe the PO...

Page 154: ...the CVC of the E Gift Card and press ENTER 13 Key in the original AUTH from the receipt and press ENTER 14 Key in the second ERNEX reference number 15 Press EXIT when the transaction is complete H 4 6...

Page 155: ...y entered transaction of any type If a debit or credit card was used to complete the Loyalty transaction the debit or credit portion is NOT voided The amount voided must equal the amount of the origin...

Page 156: ...ss ENTER 6 Press EXIT when transaction is complete H 5 2 ERNEX Card Balance Inquiry Use this transaction to check the value remaining the status active or deacti vated and the expiry date of an ERNEX...

Page 157: ...Close The SmartSELECT s Close Batch transaction processes both financial and ERNEX transactions An ERNEX balance status indicator BAL YES or BAL NO is printed on the report 1 Press MENU 2 Press ADMIN...

Page 158: ...ERNEX Electronic Marketing Programs 148 SmartSELECT Merchant Operating Manual v 2 0...

Page 159: ...ale Items a cardholder has purchased The number of reward points per Sale Item is determined by the merchant see section I 1 4 Sale Item Values Incentives The SmartSELECT terminal automatically applie...

Page 160: ...will be multiplied by the incentive value to determine the number of Incentive rewards to be awarded If Sale Items have been configured and the cardholder has purchased a Sale Item the program will m...

Page 161: ...50 CALCULATION 300 00 2 00 150 150 50 2 00 x 50 100 00 300 00 100 00 200 00 200 1 00 200 Factor 2 99 50 200 DESCRIPTION Calculator 1 is applied to sales of more than 1 99 and less than 100 01 so the c...

Page 162: ...pplied to the remaining 138 55 of purchase value so the cardholder will receive an additional 55 rewards points for a total of 115 points PARAMETERS CALC 1 FACTOR 1 CALC 2 FACTOR 2 PURCHASE REWARDS VA...

Page 163: ...ale Items in the Rewards configuration Up to 20 items can be defined Note You will need to keep a list of which item numbers you have defined and to which items they apply Example 5 Note Based on the...

Page 164: ...Total Sale Item Rewards to Total Incen tive Rewards I 1 6 Calculation Table VALUE CALCULATION Rewards 1 Purchase Calc 1 Max Purchase 1 Calc 1 x Factor 1 Max Rewards 1 Factor 1 Purchase 2 Purchase Max...

Page 165: ...REWARDS VALUES CALCULATIONS PARAMETERS CALC 1 FACTOR 1 CALC 2 FACTOR 2 PURCHASE REWARDS VALUES CALCULATIONS PARAMETERS CALC 1 FACTOR 1 CALC 2 FACTOR 2 PURCHASE REWARDS VALUES CALCULATIONS PARAMETERS...

Page 166: ...nfiguration menu a Select Reward Program Store The Reward Program Store menu appears b Select the Store Type you wish to enable The Terminal Configuration menu reappears Note If you select Both the Se...

Page 167: ...Program configuration menu reappears g Select Factor 2 if you wish to change the displayed value and it is enabled The Factor 2 keypad appears with the default value 99 displayed h Key in the value of...

Page 168: ...y in the maximum number of reward points a cardholder can receive for one purchase transaction min 1 max 99 999 and press Enter The Reward Program configuration menu reappears c Select Reset Reward To...

Page 169: ...to the Idle screen Delete ALL Sale Items a Press Menu The Financial Transactions menu appears b Press Config The Terminal Configuration menu appears c Scroll down and select Reward Program The Swipe A...

Page 170: ...f Sale Items prompt appears b Key in the quantity of the Sale Item that was purchased by the cardholder and press Enter The Select Sale Item Reward or Enter prompt re appears c If the cardholder has p...

Page 171: ...ount of the refund and press Enter The Enter Rewards Refunded prompt appears 7 Key in the number of AIR MILES Reward points to be removed from the cardholder s AIR MILES account and press Enter The En...

Page 172: ...R MILES receipt is determined in one of two ways by the language code on the AIR MILES collector card s magnetic stripe if the card is swiped on the SmartSELECT terminal the language selected during t...

Page 173: ...Reset Rewards Totals Time are sorted by store type then by transaction type From the Idle screen 1 Press Menu The Financial Transactions menu appears 2 Press Admin The Administrative Transactions menu...

Page 174: ...These are AIR MILES transactions that have not been sent to the Mon eris Host for completions similar to a Pre Authorized Credit transaction that has not been completed using an Advice transaction Fr...

Page 175: ...The message SAF Communi cations In Progress appears on the screen while the terminal communicates with the Moneris Host The transaction are then cleared from the Reward SAF Log and saved in the Reward...

Page 176: ...AIR MILES Reward Program 166 SmartSELECT Merchant Operating Manual v 2 0...

Page 177: ...Initialize Contact Help Centre If the Initialization retry is not successful call the Moneris Merchant Service Centre see section 1 2 to report this error message and receive assistance Press Exit to...

Page 178: ...cial transactions and a limited number of Administrative transactions can be performed on the SmartSELECT until it is successfully initial ized Terminal Data Error Contact Help Centre If the Initializ...

Page 179: ...same error occurs call the Moneris Merchant Service Centre see section 1 2 Comm Error 406 No Network Response The terminal has sent the transaction request to the Host but the Host has not responded P...

Page 180: ...2F 40 to 4F 60 to 6F A0 to AF C0 to CF and E0 to EF LAN Address Already in Use Check the LAN Address to ensure it is not is use and key in the address again LAN Host Not Config You have changed the Co...

Page 181: ...el the transaction Out of Paper LAN Polling Active Add a new paper roll to the internal SmartSE LECT printer MESSAGE SOLUTION Already Completed You have attempted to perform an Advice trans action on...

Page 182: ...an imprint of the card as backup in the event of a chargeback situation See also Solution for Card Problem Please Retry Card Problem Please Retry You have swiped a card on the SmartSELECT s Magnetic S...

Page 183: ...YYMMDD format and must be a valid calendar date e g 0231 Feb 31 is not valid Mandatory Value must fall between YYoptional01 and 99 MMmandatory01 and 12 DDmandatory01 and 31 Invalid Expiry Date Please...

Page 184: ...ally Please wait The terminal will dis play the status of the retry once it is complete Under the Host Response message Cancel Retry The customer has entered incorrect data on the PINPad Select Cancel...

Page 185: ...customer has not responded to the prompts on the PINPAD within the time limit Press Exit on the SmartSELECT touch screen to return to the Idle screen then retry the transaction The terminal displays t...

Page 186: ...nt ID that does not this terminal s Merchant ID Check the Merchant ID to confirm it is correct Wait for the previous prompt to reappear and enter the correct Mer chant ID No Transaction Found Please R...

Page 187: ...t Ins funds to complete transaction Perform a Balance Inquiry to check the balance of the E Gift Card Insufficient points for redemption The Loyalty card did have sufficient points to cover the redemp...

Page 188: ...Error Messages Troubleshooting 178 SmartSELECT Merchant Operating Manual v 2 0...

Page 189: ...figuration General Parameters Admin 08 Terminal Configuration Purchasing Card Admin 08 Terminal Configuration Cheque Authorization Admin 09 Terminal Configuration Third Party Host Admin 10 Terminal Co...

Page 190: ...trative Transactions Clerk Subtotalling Admin 83 Terminal Configuration Clerk ID Maintenance Admin 84 Terminal Configuration Multiple Terminal Reporting Admin 85 Administrative Transactions Merchant S...

Page 191: ...xamples 153 reference number 158 reset totals time 158 reward value examples 150 SAF Upload set time 158 sale items 149 153 store type 156 table of calculations 154 alphanumeric keypad 11 audible key...

Page 192: ...intenance 81 prompt 20 remove an ID 82 set default clerk ID 83 clerk subtotalling 21 configuration overview 79 enable 80 enable clerk to zero totals 80 group pre fix 22 reports 84 clerk subtotals inqu...

Page 193: ...6 E Gift 137 E Gift transactions 137 140 activation 140 purchase 141 purchase with balance owing 141 void 141 gift card 137 loyalty program 142 loyalty program transactions activation 142 advice 145 p...

Page 194: ...rminal name 87 change a terminal name 88 close batch 46 87 89 configuration 87 deposit totals 87 89 end of day shortcut 90 remove a terminal name 88 terminal setup 87 third party hosts 44 O on line he...

Page 195: ...rchasing card 21 101 configuration 25 26 102 transactions 103 R Real Time Points 137 receipt configuration 29 language 16 message 20 configuration 29 entry 25 input screen 9 number of copies 25 29 rep...

Page 196: ...t transactions 100 private label 113 private label transactions 105 ValueLink transactions 123 line on receipts 20 29 touch screen 5 trailer message 25 configuration 29 enable 30 training mode 16 39 e...

Page 197: ...SmartSELECT Merchant Operating Manual v 2 0 187 numeric keypad 6 version numbers software 1 voice authorization 2...

Page 198: ...188 SmartSELECT Merchant Operating Manual v 2 0...

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