Moneris smartselect, Operating Manual

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Reporting Transactions
52 SmartSELECT Merchant Operating Manual v 2.0
7.3: Merchant Subtotals Inquiry
This function creates a report of the merchant’s current batch totals on the selected
host. The report totals are organized by card type and grand totals are produced for
each host. The list of hosts includes the Moneris Host and any third party hosts
that have been configured.
Note: The terminal must be logged on in order to activate this list item and
produce the report.
Merchant Subtotals Report for All Hosts
From the Idle screen:
1. Press
Menu
. The
Financial Transaction
menu appears.
2. Press
Admin
. The
Administrative Transactions
menu appears.
3. Select
Merchant Subtotals
. The
Enter Clerk ID
prompt appears.
4. Key in the Clerk ID and press
Enter
OR
Swipe the Clerk ID card. The Clerk ID appears for 3 seconds.
•
If the terminal connects to more than one host, the
Merchant Sub-Totals?
prompt appears.
• If the terminal connects only to the Moneris Host, go to step 6.
5. Select
All
to produce reports for every Host the terminal connects to.
6. The terminal displays
Merchant Subtotals
while it communicates with 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 Idle screen:
1. Press
Menu
. The
Financial Transaction
menu appears.
2. Press
Admin
. The
Administrative Transactions
menu appears.
3. Select
Merchant Subtotals
. The
Enter Clerk ID
prompt appears.
4. Key in the Clerk ID and press
Enter
OR
Swipe the Clerk ID card. The Clerk ID appears for 3 seconds.
The
Merchant Sub-Totals?
prompt appears.
5. Select
By Host
to select the specific Hosts to include in the report. The termi-
nal displays the
Moneris Host?
prompt.
6. Select
Yes
to produce a report including totals from the Moneris Host. The
Other Host n?
prompt appears (
n
is the Third Party Host number).
7. Select
Yes
to produce a report including this Host.
• If there are other Third Party Hosts configured on your terminal, the
Other Host n?
prompt continues to reappear until all Hosts have been dis-
played. Select
Yes
or
No
depending on whether or not you want to
include that Host’s totals in the report.
When all Third Party Hosts have been displayed, the terminal displays
Mer-
chant Subtotals
while it communicates with each Host and prints the report.
8. When the report is printed, the terminal returns to the Idle screen.