Moneris vx810 duet Operating Manual Download

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2. Features and Procedures

2.2.5

The Configuration Menu

This menu allows you to configure a number of features and procedures and perform administrative
functions.

The parameters and functions are listed in the order they appear on the menu.

CONFIGURATION

Select this menu item to:

Setup

configure parameters on the
terminal

Servers

configure server/clerk IDs

Terminal Name

configure multi-terminal names

Menus/Keys

configure password level on
menus

Set Language

set the display language

Initialize

initialize the terminal to the
Moneris host

Host Logon

log the terminal on to the
Moneris host

Host Logoff

log the terminal off of the
Moneris host

About

display application version
information (press the green OK
key to exit)

Help

display technical support phone
number, Application ID,
Processor and Terminal ID

Contrast

increase or decrease the contrast
of the display (The display
changes immediately.)

PinPad App Dld

Do not use this feature.

The CONFIGURATION Menu

To access the CONFIGURATION menu:

On the

applications menu

, select

DEBIT & CREDIT

The message "Activating App..." is displayed, then the transactions menu appears.

On the transactions menu, press the green

key.

Moneris Vx810 Duet Operating Manual

Summary of Contents for vx810 duet

Page 1: ...Moneris Vx810 Duet OPERATING MANUAL Software Version 4 21d Documentation v1 3 1 Documentation Date February 13 2014...

Page 2: ...vice providers or suppliers warrant or make any representation regarding the use or the results of the use of the information content and materials contained in this manual in terms of their correctne...

Page 3: ...e Auth Menu 9 2 2 4 The Reports Menu 10 2 2 5 The Configuration Menu 12 2 2 6 The Setup Menu 13 2 2 7 Terminal Parameters Edit Terminal Menu 14 2 2 8 Receipt Parameters Menu Edit PCT 18 2 2 9 Merchant...

Page 4: ...t Loyalty Programs 43 2 4 Procedures 44 2 4 1 Setting the Terminal s Manager Password 45 2 4 2 Powering Up the Vx810 Duet 45 2 4 3 Powering Down the Vx810 Duet 46 2 4 4 Loading Paper in the Integrated...

Page 5: ...ess Reader 63 3 10 1 Contactless Transactions Allowed 63 3 10 2 Maximum Contactless Dollar Value CDV 63 CHAPTER 4 CONFIGURING YOUR TERMINAL 65 4 1 Configuring Your Terminal 65 4 2 Using Quick Setup 66...

Page 6: ...sic Tip Processing 78 4 12 2 Enhanced Tip Processing 79 4 12 3 Gratuity Guidelines Printing on Pre Authorization Receipts 79 4 12 4 Tip Percentage on Purchases 79 4 13 Configuring the Cashback Feature...

Page 7: ...l Approval 95 5 11 1 Partial Approval Purchase on the Terminal 96 5 11 2 Partial Approval Purchase using the External PINpad 97 5 11 3 Partial Approval Correction Void 98 5 11 4 Partial Approval Recei...

Page 8: ...The Batch History Report 127 CHAPTER 8 THE MONERIS GIFT LOYALTY PROGRAMS 129 8 1 Enabling Gift Loyalty Programs 129 8 2 Gift Card Transactions 129 8 2 1 Processing a Purchase with a Gift Card 129 8 2...

Page 9: ...ft Loyalty Transaction List 149 8 8 2 Gift Loyalty Transaction Inquiry 150 8 8 3 Clerk Subtotals Report for Gift Loyalty Transactions 151 8 8 4 Configuration List for Gift Loyalty 152 8 8 5 Gift and L...

Page 10: ...Terminals 169 CHAPTER 10 TROUBLESHOOTING 171 10 1 Error Messages on the Moneris Vx810 Duet Terminal 171 10 2 Gift Loyalty Error Messages on the Vx810 Duet Terminal 179 10 3 Solving Hardware Problems...

Page 11: ...ds Batch Reclaim new hotkey combination for terminal language setting readability improvements to Sequence on receipts 1 3 Learning About the Terminal The Moneris Vx810 Duet is an all in one POS solut...

Page 12: ...y using a Moneris POS cleaning card These cards can be ordered online at shopmoneris com or by phone at 1 866 421 1666 Note Do NOT use the MSR cleaning card in the Chip Card Reader It is recommended t...

Page 13: ...Language selection Card information security Communications status Menu driven interface Demo Mode 2 1 1 Language Selection for Display Receipts and Reports The Moneris Vx810 Duet supports two langua...

Page 14: ...s Numbers of debit credit gift and loyalty cards are always masked on both Merchant and Customer copies of transaction receipts Note Each Moneris Gift Card program and Moneris Loyalty program can have...

Page 15: ...them The initial transaction amount must be 1 00 or less If you wish to add a tip to the Purchase amount the tip amount must be 1 00 or less If you select or key in a Cashback amount during a Debit Pu...

Page 16: ...to the next feature Select Next To move back to the last feature displayed Select Previous Changing the value of a parameter 1 Select Edit 2 Select Next to scroll through the values and select Slct to...

Page 17: ...the applications menu The applications are listed here in the order they appear on the menu MM DD YY HH MM F1 DEBIT CREDIT F2 GIFT LOYALTY F3 F4 The Applications Menu To access the applications menu...

Page 18: ...the Pre Auth menu Refund process a Credit or Debit Refund Advice process a Credit Advice Correction process a Credit or Debit Correction void Balance Inq performs a balance inquiry on a pre paid credi...

Page 19: ...orization Completion Del PreAuth process a Pre Authorization Deletion Pre Auth Rpt print the Pre Auth Transactions Report The Pre Auth Menu To access the Pre Auth menu 1 On the applications menu selec...

Page 20: ...l a list of totals for one or more clerks only active if clerk IDs are configured Batch History the totals for all transactions in up to seven closed batches Multi Terminal a Deposit Totals report for...

Page 21: ...ating App is displayed then the transactions menu appears 2 Press the REPORTS key first purple key on the right To return to the applications menu Press the red CANC ANNUL key then press the asterisk...

Page 22: ...alize the terminal to the Moneris host Host Logon log the terminal on to the Moneris host Host Logoff log the terminal off of the Moneris host About display application version information press the g...

Page 23: ...iety of features on the terminal Merchant Configure a variety of merchant related features Comm Configure dial communications related parameters Host Configure additional communications type parameter...

Page 24: ...Processing Enables disables tip prompting on Purchase Pre Authorization Completion and Advice transactions Enables disables printing of the tip line on Pre Authorization transaction receipts None def...

Page 25: ...be added to transactions max 4 digits e g 100 1 00 50 0 50 and press the green OK key This amount includes cents SurChg Option Sets the transactions types to which the surcharge fee is applied The Su...

Page 26: ...n also select Other to key an amount of their choice No the customer must key in a cashback amount Yes pre set amounts are displayed for selection by the customer default Note The CashBack Option para...

Page 27: ...ed during a transaction On password prompt is displayed Off default no password required CashBack Option Enables disables the Cashback Option on Debit transactions On Off default Note The Show CB Choi...

Page 28: ...ters Transactions menu DEBIT CREDIT CONFIGURATION menu press the green OK key Setup menu Printer Edit PCT menu Note For instructions on navigation through the menus see The Menu Feature IMPORTANT Do N...

Page 29: ...Receipts None only the Cardholder copy prints default Confirm Reprint Last Merchant Cpy prompts for confirmation to reprint the Merchant copy YES NO Automatic both the Merchant copy and the Cardholde...

Page 30: ...parameters Term Id The Moneris Terminal ID Key in the Terminal ID and press the green OK key Merch Num Your Moneris Merchant ID Key in the Merchant ID and press the OK key Default Clerk The Clerk ID t...

Page 31: ...ints the Merchant copy of the receipt the Prt Cust Copy prompt will display before printing a Customer copy of the receipt the merchant can select Yes or No Both Auto automatically prints the Merchant...

Page 32: ...er their PIN during the transaction For this reason some businesses may wish to disable the use of chip cards for Pre Authorization transactions If the Chip on Preauth parameter is set to Off the Swip...

Page 33: ...ey in the Moneris authorization phone number and press the green OK key Sec Auth Phone The Moneris phone number is automatically loaded into this parameter during initialization Pri Sett Phone The Mon...

Page 34: ...Ri Do Not Use Backup Support If the terminal is configured for Ethernet communications this parameter can be used to switch the terminal to dial communication if Ethernet communication is not availabl...

Page 35: ...ansaction Key in 0 to turn the feature off Key in 1 to turn the feature on Credit Predial Enables disables the credit pre dial feature On Off Default 2 2 12 Additional Merchant Parameters Edit MIT Men...

Page 36: ...enu Feature IMPORTANT Do Not Edit the parameters in this menu unless directed by Moneris Only some of the menu s parameters are listed below You can ignore all other parameters Record Title Do Not Edi...

Page 37: ...ter during Initialization This is the same value as Pri Auth Port CA Cert File Do Not Edit SSL Client Auth Do Not Edit Client Cert File Do Not Edit Client Key File Do Not Edit Client Password Do Not E...

Page 38: ...er has an allowable range which is displayed when editing The range is calculated based on the dollar amounts of the other Amt parameters Hint If you are increasing the amounts start with Amt 3 then A...

Page 39: ...a value of No will hide the option Password Level indicates whether or not the manager password is required to edit the menu option A value of None means that no manager password is required to acces...

Page 40: ...Inq Display on Menu Password Level Batch Close Display on Menu Password Level Batch Review Display on Menu Password Level Batch Clear Display on Menu Password Level Batch Reclaim Display on Menu Passw...

Page 41: ...n Display on Menu Password Level Host Logoff Display on Menu Password Level Contrast Display on Menu Password Level SETUP Select Slct to display and edit the following sub items Cashback Display on Me...

Page 42: ...and Procedures The following items cannot be edited Quick Setup Phone Terminal Communications Merchant REPRINT REPORTS CONFIGURE SERVER DOWNLOAD TERM DOWNLOAD Terminal Name 32 Moneris Vx810 Duet Opera...

Page 43: ...agreements with a service provider other than Moneris Solutions Please ensure that the necessary agreements are in place before attempting to enable those programs on the terminal Chip Cards Contactle...

Page 44: ...unt will be added to the total amount displayed on the screen after all other amounts have been entered e g Tip Cashback The table below illustrates how this might work in practice Debit Transaction A...

Page 45: ...PIN is wrong they will be prompted to retry If they forget their PIN cancel the transaction request another form of payment and direct the cardholder to contact the card issuer Note Not all chip card...

Page 46: ...d does not need to touch the reader but must be within 0 5 in 1 1 cm of it The card must be tapped or waved by itself e g the customer cannot leave the card in their wallet and wave it in front of the...

Page 47: ...by customers on receipts Basic Tip Processing prints a blank tip line below the base amount on Pre Authorization receipts Note Tip Processing is skipped on Signatureless Transactions Enhanced Tip Proc...

Page 48: ...ing and Clerk Sub Totalling This feature allows you to set up individual Clerk IDs on your terminal Clerk IDs are unique identifiers that a terminal operator keys in when prompted each time he she per...

Page 49: ...after the Merchant copy on credit non EMV non chip transactions To configure your terminal s receipt printing see Configuring Receipt Printing 2 3 12 PAN Fraud Control To reduce the fraudulent use of...

Page 50: ...ntry on Credit Cards 2 3 15 Password Protection on Manual Card Entry Feature This feature is used during manual credit card entry Once the card number and expiry date have been typed the terminal will...

Page 51: ...each terminal If you are using Multi Terminal Batch Close a Terminal Name must be assigned to each terminal you want to include in the Multi Terminal Reporting and Batch Close processes To enable Mult...

Page 52: ...ault this feature is disabled Note This feature is not applicable to merchants using Ethernet IP communications Note Do not enable this feature if you are using multiple transaction features such as t...

Page 53: ...stomized program for national chains Loyalty Points allows you to reward customer loyalty by awarding points based on the dollar value of purchases a cardholder makes This is available for small busin...

Page 54: ...card Transaction prompts o Responding to basic transaction prompts o Entering a tip amount o Entering a Cashback amount on a debit transaction o Entering the Clerk ID o Entering an Invoice number Rece...

Page 55: ...y five times in a row the terminal will lock and be unable to perform transactions It is vital that you enter a password that you will be able to remember To unlock the terminal contact the Moneris Me...

Page 56: ...he Terminal 2 4 4 Loading Paper in the Integrated Printer Paper well open and empty Paper well open with roll of paper To load a paper roll into the terminal 1 Open the paper well at the 2 Remove the...

Page 57: ...and French One language can be selected for the merchant and another for the customer Selecting the Merchant Language The Merchant Language is used on merchant terminal prompts the merchant copy of re...

Page 58: ...he card 2 At the SELECT prompt the customer selects ENGLISH or FRENCH The selected language is used for the duration of the transaction 2 4 6 Taking a Manual Imprint of a Credit Card If the Imprint Ca...

Page 59: ...Number printed on the Pre Authorization receipt Note If you do not have the Pre Authorization receipt print the Pre Auth Transactions Report to obtain the Pre Authorization s Sequence Number To proce...

Page 60: ...reless transactions for swiped purchases apply only when a customer uses a swipe only card not when the customer is instructed to swipe a chip or contactless card 2 4 9 Reprinting Receipts This functi...

Page 61: ...pt 1 On the applications menu select DEBIT CREDIT The message Activating App is displayed then the transactions menu appears 2 Press 9 to print a cash receipt If the Clerk Id prompt appears key in you...

Page 62: ...in this text Press these keys on the keypad T H A N K 8 ALPHA 4 ALPHA ALPHA 2 ALPHA 6 ALPHA ALPHA 5 ALPHA ALPHA space 0 ALPHA ALPHA Y O U 9 ALPHA ALPHA ALPHA 6 ALPHA ALPHA ALPHA 8 ALPHA ALPHA period...

Page 63: ...action Press the red CANC ANNUL key The terminal prints the Merchant copy of the receipt with TRANS CANCELLED on it and if configured prints the Cardholder copy of the receipt with TRANS CANCELLED on...

Page 64: ...ction if you feel that a customer card or transaction is suspicious and needs investigating call the Moneris Merchant Service Centre and state that the call is a Code 10 This will alert the Moneris ag...

Page 65: ...d peripherals a power port an optional external PINpad an optional modular contactless reader 3 2 Setting up the Terminal Follow these three steps to set up the terminal hardware 1 Connect the power c...

Page 66: ...thernet communications cable DO NOT USE Use for the power adaptor cable RS232 Use for the external PINpad 3 4 The Communications Cables The Vx810 Duet supports two types of communication dial and IP a...

Page 67: ...hernet communications cable into the 10BaseT port on the base 2 Plug the other end of the Ethernet communications cable into an Ethernet wall jack or a router When the terminal is not performing any t...

Page 68: ...h the REPORTS menu The first purple key on the right ALPHA enter alphabetic characters for personalized receipt text Clerk IDs etc Located in the middle of the row of purple keys CANC ANNUL cancel a t...

Page 69: ...k Setup menu 9 print a Cash Receipt asterisk return to the applications menu 3 6 The Magnetic Stripe Card Reader The Magnetic Stripe Reader MSR is located in a slot on the right hand side of the termi...

Page 70: ...ard reader slot on the terminal 2 Slide the card into the chip card reader slot until the card stops sliding in Inserting a Chip Card in to the Chip Card Reader IMPORTANT Leave the chip card in the re...

Page 71: ...Npad is connected to the Vx810 Duet and your merchant account is configured for it customers must use the PINpad during transactions requiring their input to key in information while you keep the term...

Page 72: ...wer source Recommendations Always plug the power cable into the power source last to avoid power surges Use a power bar with surge protection where possible IMPORTANT You must use the exact power adap...

Page 73: ...ontactless reader instead of swiping or inserting it Note If an optional external PINpad is connected to the Vx810 Duet the contactless reader is connected to the PINpad instead of to the terminal 3 1...

Page 74: ......

Page 75: ...tion available your Merchant ID your Terminal ID To configure your terminal 1 Configure the communications parameters 2 Configure your Merchant ID and Terminal ID 3 If applicable configure the optiona...

Page 76: ...parameter by pressing the Next key Press the Edit key to edit the displayed parameter Press the Exit key to exit back to the previous menu Press the red CANC ANNUL key once to return to the Quick Set...

Page 77: ...uired on the Moneris host to allow the terminal to communicate successfully using the new communications type 4 3 1 Configuring Dial Communications If your terminal will communicate with the Moneris h...

Page 78: ...CONFIGURATION menu c Select Setup key in the manager password and press the green OK key d Scroll down and select Terminal e Select Next until PABX Code appears f Select Edit key in the prefix number...

Page 79: ...actions menu appears b Press the green OK key to display the CONFIGURATION menu c Select Setup key in the manager password and press the green OK key d Scroll down and select Host e Scroll to the foll...

Page 80: ...pears b Press the green OK key to display the CONFIGURATION menu c Select Setup key in the manager password and press the green OK key d Scroll down and select Host e Scroll to the following parameter...

Page 81: ...that Ethernet communication suffers an outage 1 Finish setting up communications for IP dynamic or static 2 Plug in the dial cable and follow the steps for Dial Setup under Configuring Dial Communica...

Page 82: ...Exit then select OK to save changes 9 Press the red CANC ANNUL key then press the asterisk key to return to the applications menu 4 6 Configuring the External PINpad If you have set up an external PI...

Page 83: ...1 Enabling Surcharge To enable Surcharge on debit transactions Set the SurChg Option To have surcharge apply to all debit transactions with or without cashback select Debit OR To have surcharge apply...

Page 84: ...ave a surcharge applied Any amount 0 99 and lower will not have the surcharge applied 4 7 4 Surcharge Max Limits To set the maximum transaction amount to which surcharge will apply 1 In the Edit Termi...

Page 85: ...ions menu select DEBIT CREDIT The message Activating App appears followed by the transactions menu 2 Press the green OK key to enter the CONFIGURATION menu 3 Select SETUP 4 When prompted enter the man...

Page 86: ...ry When a user manually enters a credit card number on the terminal the device can challenge for the manager password Follow the instructions below to enable or disable password protection for manual...

Page 87: ...r the CONFIGURATION menu 3 Select Setup 4 When prompted enter the manager password and press the green OK key 5 In the Setup menu select Terminal 6 In the Edit Terminal menu select Next until Manual P...

Page 88: ...Merch Copy parameter to enable disable and configure re printing of Merchant copies of receipts in addition to Customer copies Re printing of Merchant copies is disabled by default 4 11 6 Configure th...

Page 89: ...e she selects the percentage option on tip prompting If an external PINpad is connected to your terminal the options still appear showing 0 4 12 3 Gratuity Guidelines Printing on Pre Authorization Rec...

Page 90: ...rac Flash transactions 4 13 2 Changing Cashback Amounts To change the pre set Cashback amounts 1 Set any of the Amt 1 Amt 2 and Amt 3 parameters to new amounts of your choice 2 Make sure the CashBack...

Page 91: ...more than one terminal use must configure the Default Clerk ID on each terminal individually 4 14 3 Clerk Sub Totalling To enable Clerk Sub Totalling on your terminal to produce Clerk Sub Total Repor...

Page 92: ...h your Merchant ID The terminal must communicate with the Moneris host in order to complete this function The Clerk IDs you remove here can no longer be entered at the Clerk Id prompt during transacti...

Page 93: ...Merchant Number on a terminal you want to include in Multi Terminal Reporting The terminal must communicate with the Moneris host in order to complete this function 1 On the applications menu of the...

Page 94: ...oneris host to be deleted from and disassociated with your Merchant Number The terminal communicates with the Moneris host then displays APPROVED and beeps 6 Press the green OK key to return to the Te...

Page 95: ...r Terminal This function sends information about the terminal to the Moneris host and receives additional parameters and information from the Host The instructions below are for initializing your term...

Page 96: ...IGURATION menu b Scroll down and select Host Logon c Key in the manager password and press the green OK key Logon Success appears then the transactions menu appears 5 Press the asterisk key to return...

Page 97: ...pe Cards Chip Cards Contactless Cards Private Label Cards Pre paid credit cards Debit Credit Debit Credit Debit Credit Credit Swipe only Purchase Y Y Y Y Y Y Y Refund Y Y Y Y Y Y Y Correction Void Y Y...

Page 98: ...ow the prompts 5 3 2 Chip Cards Insert Look for the chip on the card When Swipe Card or Insert or Swipe Card appears on the terminal or PINpad you or the customer inserts the card in the chip card rea...

Page 99: ...te 3 If prompted for a password enter the manager password 4 Key in the CVV number on the back of the card See Manually Processing Credit Card Transactions 5 4 Transaction Procedures Follow the proced...

Page 100: ...sonalized Receipts and Signing Credit Card Receipts Note If processing the Purchase on a Private Label Card you may be prompted for a Promo Code To process a Purchase on a Corporate Card see Processin...

Page 101: ...on select Correction If the Password prompt appears key in the manager password and press the green OK key If prompted for a Clerk ID Clerk Id see Entering the Clerk ID The Correct Last prompt appears...

Page 102: ...erk ID Clerk Id see Entering the Clerk ID If prompted for a password during manual card entry see Password Protection on Manual Card Entry 7 Process receipts see Personalized Receipts and Signing Cred...

Page 103: ...key OR To continue the transaction with the original amount press the green OK key OR To release the funds key in an amount of 0 00 and press the green OK key Note If Tip Processing is enabled and th...

Page 104: ...step 3 OR Press the green OK key to retrieve the first pre auth transaction in the batch OR To retrieve by Account Number a Select Acct b Key in the last 4 digits of the credit card number and press...

Page 105: ...chase transactions behave similarly to a regular swiped credit card Purchase transaction However they can differ depending upon if you are performing the transaction on a stand alone terminal or on a...

Page 106: ...tomer presses Yes to confirm the Partial Approval proceed to step 6 The terminal displays Amount Due Return to Clerk If the customer presses No to decline the transaction refer to the Cancelling Parti...

Page 107: ...displays Partial Appr Yes No The cardholder is required to acknowledge the Partial Approval Purchase 5 On the external PINpad the cardholder can do one of the following a Have the cardholder acknowle...

Page 108: ...l Approval Transaction Scenarios topic for more information To process a Correction 1 On the applications menu select DEBIT CREDIT The message Activating App appears followed by the transactions menu...

Page 109: ...val transaction be sure to follow step 3b and elect to void a different transaction Search for the transaction by Seq or Acct and browse for it Selecting Yes at the Correct Last prompt will correct yo...

Page 110: ...Financial Transactions Partial Approval Purchase Merchant Copy This receipt prints after a Partial Approval Purchase transaction has been processed Back to top 100 Moneris Vx810 Duet Operating Manual...

Page 111: ...Financial Transactions Partial Approval Purchase Customer Copy This receipt prints after a Partial Approval Purchase transaction has been processed Back to top Moneris Vx810 Duet Operating Manual 101...

Page 112: ...5 Financial Transactions Partial Approval Cancellation Merchant Copy This receipt prints after a Partial Approval transaction has been cancelled Back to top 102 Moneris Vx810 Duet Operating Manual...

Page 113: ...5 Financial Transactions Partial Approval Cancellation Customer Copy This receipt prints after a Partial Approval transaction has been cancelled Back to top Moneris Vx810 Duet Operating Manual 103...

Page 114: ...ry receipt prints after a balance inquiry has been performed on the terminal Note For balance inquiry only one receipt copy Cardholder copy is printed regardless of the number of copies that have been...

Page 115: ...nal receipt and press the green OK key see Finding Sequence and Orig Auth Numbers Note If you do not have the Appr Code press the green OK key to bypass the prompt The Swipe Tap or Insert Card prompt...

Page 116: ...cards to be charged Scenario 2 Partial Approval Purchase Correction In this scenario the original Partial Approval Purchase transaction using the Purchase example above was entered incorrectly and ne...

Page 117: ...und In this scenario the cardholder has changed their mind about one of the pre paid credit cards used and returned a portion of their purchase using the Purchase example above for a refund onto the p...

Page 118: ...nsaction on the terminal 1 At the Partial Appr Yes No prompt select No or press the red CANC ANNUL key The terminal displays Amount Error then TRANS CANCELLED Return to Clerk 2 The terminal prints a m...

Page 119: ...ompt key in the card number and press the green OK key c At the Exp Date MMYY prompt key in the card s expiry date and press the green OK key If prompted for a password during manual card entry see Pa...

Page 120: ...esent prompt appears select No o If the Customer Press OK To Continue prompt appears the cardholder must respond to the cardholder prompts For help see Entering a Tip Amount o If the Select Language p...

Page 121: ...umeric characters and press the green OK key or simply press the green OK key to leave this blank The Swipe or Insert Card prompt appears 4 Choose one of the following Swipe the private label credit c...

Page 122: ...efund transaction when the terminal is down If the transaction amount is less than your floor limit see Manual Credit Transaction Under Floor Limit If the transaction amount is higher than your floor...

Page 123: ...m While the terminal is down 1 Take an imprint of the customer s credit card 2 Call the Moneris Merchant Service Centre to obtain a Voice Authorization Number for the transaction and record the Voice...

Page 124: ......

Page 125: ...the Moneris host displays Logon Success and then returns to the transactions menu The terminal is now ready to process transactions If this is your first time using the terminal use the Demo Mode to...

Page 126: ...uctions on initializing your terminal the first time see Initializing Your Terminal 6 4 Batch Reclaim The batch possesses a certain amount of memory to store transaction data Batch Reclaim is a proces...

Page 127: ...the terminal screen while in Demo Mode The terminal CANNOT perform a Batch Close in Demo mode You can clear transactions from the Demo batch by using the Batch Clear function while in Demo mode or by...

Page 128: ...Mode can be activated only on terminals that have been configured initialized and logged on IMPORTANT You must close the current batch before you can enter Demo Mode Do NOT clear the batch IMPORTANT...

Page 129: ...accounts 6 5 2 Exiting Demo Mode IMPORTANT Ensure that you exit Demo Mode before processing actual financial transactions Transactions processed in Demo Mode will NOT affect your terminal totals fina...

Page 130: ......

Page 131: ...e Pre Auth Transactions Report Note Interac Flash transactions are included in the Interac transaction totals To print the Stored Transactions Report 1 On the applications menu select DEBIT CREDIT The...

Page 132: ...ts its information from the Moneris host Clerk sub totals remain in memory even when a batch is closed and deleted The steps below include the option of resetting the clerk sub totals to zero Transact...

Page 133: ...communicates with the Moneris host then prints the report and returns to the first REPORTS menu screen 7 Press the red CANC ANNUL key to return to the transactions menu IMPORTANT Clerk Subtotals must...

Page 134: ...he report for a specific terminal key in the Terminal Name press the green OK key and proceed to step 5 OR To print the report for all terminals press the asterisk key press the green OK key and proce...

Page 135: ...All and proceed to step 6 5 At the Clerk Id prompt key in the Clerk ID and press the green OK key 6 At the Rpt Period prompt choose one of the following To print the report for a specific date select...

Page 136: ...ppears 2 Press the REPORTS key first purple key on the right If the Password prompt appears key in the manager password and press the green OK key 3 On the REPORTS menu select Terminal Parms The termi...

Page 137: ...tch History Report 1 On the applications menu select DEBIT CREDIT The message Activating App is displayed then the transactions menu appears 2 Press the REPORTS key first purple key on the right If th...

Page 138: ......

Page 139: ...ing Your Terminal for Gift guide available for free download at moneris com guides the Using Your Terminal for Loyalty guide available for free download at moneris com guides 8 1 Enabling Gift Loyalty...

Page 140: ...omplete the transaction The Press OK key prompt appears 7 Press the green OK key to print the Merchant copy of the receipt and return to the GIFT LOYALTY transactions menu 8 2 2 Entering a Tip Amount...

Page 141: ...to add a tip amount on gift card purchases To enter a tip on a gift card purchase with Enhanced Tipping enabled 1 The Tip Type prompt appears on the terminal 2 Pass the terminal to the customer who w...

Page 142: ...Follow the procedure below to deactivate a Moneris gift card IMPORTANT Once the gift card is deactivated it can never be used again To deactivate a Moneris gift card 1 On the applications menu select...

Page 143: ...LTY transactions menu appears 2 Select Refund The Total Amount prompt appears 3 Key in the refund amount and press the green OK key The Swipe or Enter Card prompt appears 4 Swipe the gift card The Ent...

Page 144: ...ard prompt appears Proceed to step 6 OR Select No The Total Amount prompt appears Repeat step 4 6 Swipe the loyalty card OR Key in the card number and press the green OK key If the Clerk ID prompt app...

Page 145: ...LOYALTY transactions menu 8 3 3 Processing a Refund with a Loyalty Card Follow this procedure to remove points from a cardholder s account when a purchase that qualified for points is refunded To pro...

Page 146: ...rk ID prompt appears key in the clerk ID and press the green OK key If prompted key in the additional transaction information and press the green OK key For a Redemption by Dollars transaction the Ent...

Page 147: ...be present when the completion is performed 8 4 2 Processing a Pre Authorization Completion with Loyalty Follow the procedure below to complete a Loyalty Pre Authorization once the final amount is kn...

Page 148: ...and press the green OK key The Amount Prompt appears 9 Press the green OK key The terminal communicates with the Moneris host When the Loyalty Pre Authorization Completion transaction finishes the te...

Page 149: ...s once the correct information is displayed Proceed to step 6 To cancel the Deletion select No The Loyalty Pre Auth menu appears The terminal displays PreAuth Deleted and returns to the Loyalty Pre Au...

Page 150: ...lue If the Invoice Number prompt appears key in the invoice number and press the green OK key The Amount Prompt appears 9 Press the green OK key The terminal communicates with the Moneris host When th...

Page 151: ...umber and press the green OK key The terminal displays the last four digits of the card number If the Enter CVC prompt appears key in the CVC number and press the green OK key If the Clerk ID prompt a...

Page 152: ...e receipt then displays the Press OK key prompt 3 Press the green OK key to print the Merchant copy of the receipt 4 If you selected DbCr The terminal begins a purchase transaction debit or credit beg...

Page 153: ...card or loyalty card OR Key in the gift card number or the loyalty card number and press the green OK key The terminal displays the last four digits of the card number If the Enter CVC prompt appears...

Page 154: ...green OK key 4 The terminal reprints the Cardholder copy of the receipt and returns to the Reprints menu 5 Press the red CANC ANNUL key to return to the GIFT LOYALTY transactions menu Note The card n...

Page 155: ...eport Refund perform a gift card refund or a loyalty card refund Redemption perform a loyalty card redemption Activate Load activate a gift card OR load additional value on a gift card Deactivate deac...

Page 156: ...e or more clerks only active if clerk IDs are configured Batch Close close the Gift Loyalty Batch Config List print a list of the current settings for each parameter Tip Totals print a list of the cur...

Page 157: ...m Do Not Use IP Hosts Do Not Use Terminal configure a variety of Gift Loyalty features Initialization initialize the terminal to the Moneris host About displays Gift Loyalty application version inform...

Page 158: ...s host then returns to the Reports main menu 5 Press the red CANC ANNUL key to return to the GIFT LOYALTY transactions menu 8 7 2 Initialization to the Moneris Host This function sends information abo...

Page 159: ...pty Close Batch prompt appears o Select Yes to close the Gift Loyalty batch OR o Select No to leave the Gift Loyalty batch open The Ernex Term ID prompt appears 5 Press the green OK key to continue Th...

Page 160: ...actions in the current batch WITHOUT closing the batch To print a Transaction Inquiry for Gift Loyalty transactions 1 On the applications menu select GIFT LOYALTY The message Activating App is display...

Page 161: ...for all dates The Select option prompt appears 7 Choose one of the following To print the transaction information select Print The terminal prints the report and returns to the Reports menu To view in...

Page 162: ...re clerks to the list OR Select No to finish the list and print the report To print subtotals for all clerks o Select All 6 The terminal prints the report and returns to the Reports menu 7 Press the r...

Page 163: ...the GIFT LOYALTY transactions menu appears 2 Press the REPORTS key first purple key on the right The Reports menu appears 3 Select Tip Totals If the Password prompt appears key in the manager passwor...

Page 164: ...Disabled message any time a report should be printed or the Printer Error message any time a financial transaction is attempted Number of Copies Sets the number of receipts printed for each transactio...

Page 165: ...receipts Key in alphanumeric text max 40 characters and press the green OK key Footer 1 to 6 The six lines of text that appear at the bottom of receipts Key in alphanumeric text max 40 characters and...

Page 166: ...ty transaction No default Yes 8 9 3 Gift Loyalty Communications Parameters Use the Comm selection on the Gift Loyalty Setup menu to configure Gift Loyalty communications parameters Transactions menu G...

Page 167: ...initialization Off On default 8 9 4 Gift Loyalty Terminal Parameters Use the Terminal selection on the Gift Loyalty Setup menu to configure Gift Loyalty terminal parameters Transactions menu GIFT LOYA...

Page 168: ...to choose between entering the tip as a dollar amount or a percentage Note For information on configuring Basic or Enhanced tip processing see Configuring Tip Processing for Moneris Gift Cards Sug Ti...

Page 169: ...mount when a tip amount is entered for Basic Tip or Enhanced Tip Processing see Tip Processing above To set a maximum tip amount of 50 50 enter 5050 The last two digits represent the cents Default 0 n...

Page 170: ...cations menu select GIFT LOYALTY The message Activating App is displayed then the GIFT LOYALTY transactions menu appears 2 Select Clerk Admin If the Password prompt appears key in the manager password...

Page 171: ...r a tip configure the MaxTipAmt parameter The default is 0 no upper limit 5 To set the maximum tip percentage a customer can enter configure the Excess Tip nn parameter The default is 30 30 8 10 Gift...

Page 172: ...ODE ON then the Setup menu re appears with the DEMO icon displayed on the left side of the screen 5 Press the red CANC ANNUL key two times to return to the GIFT LOYALTY transactions menu IMPORTANT Ens...

Page 173: ...pears The DEMO icon is no longer displayed on the screen 6 Press the red CANC ANNUL key two times to return to the GIFT LOYALTY transactions menu IMPORTANT Ensure that you exit Demo Mode before proces...

Page 174: ......

Page 175: ...sited to your business account Here s how Step 1 Process a Batch Close Transaction 1 On the applications menu select DEBIT CREDIT The message Activating App is displayed then the transactions menu app...

Page 176: ...ere s how Step 1 Print a Stored Transactions Report Step 2 Print a Merchant Sub Totals Report IMPORTANT The Merchant Sub Totals Report must be printed before 11 00 p m local time Step 3 Confirmation C...

Page 177: ...he green OK key 3 At the Retrieve By prompt select the method you want to use to retrieve transactions Clrk key in the transaction Clerk ID and press the green OK key Amt key in the transaction amount...

Page 178: ...the Password prompt appears key in the manager password and press the green OK key 3 At the Close Type prompt select Mult 4 At the Terminal Name prompt key in the name of the terminal and press the gr...

Page 179: ...the Password prompt appears key in the manager password and press the green OK key 3 At the Close Type prompt select Mult 4 At the Terminal Name prompt press the asterisk key and then press the green...

Page 180: ......

Page 181: ...hant Service Centre for assistance All error messages are listed in alphabetical order regardless of their cause ERROR MESSAGE PROBLEM SOLUTION Adjust Not Allow You cannot perform a Correction void on...

Page 182: ...with the magnetic stripe on the card that was swiped Try swiping the card again this time more slowly or quickly or from front of the terminal to the back If the message reappears for credit card with...

Page 183: ...ly or from front of the terminal to the back If the message reappears for credit card with stripe key in the card number for credit card with chip swipe the card for debit card with stripe or chip req...

Page 184: ...LID CARD An invalid card type was used Use another card or request another form of payment INVALID DATE The date entered is not a valid date The date must be entered in the MMYY format and must be a v...

Page 185: ...munications cables are connected to the base and the wall jack correctly If they are check the phone line for dial tone 2 Check that the phone line is an analog dial line The terminal will not work on...

Page 186: ...eck that there is paper in the printer the paper feed is clear the paper roll is seated correctly Close the printer lid and ensure that it is closed completely If the problem is fixed The printer will...

Page 187: ...n and try again REFUND LIMIT EXCEEDED The total value of refunds performed today is greater than your daily refund limit Call the Moneris Merchant Service Centre for a temporary increase Please have t...

Page 188: ...word You have locked your terminal by attempting more than 5 invalid password entries Call the Moneris Merchant Service Centre and quote the date and Unlock Number to the agent to unlock the terminal...

Page 189: ...ion In the table below find the error message that appears on the terminal and try the solution If the error message re appears contact the Moneris Merchant Service Centre for assistance Additional er...

Page 190: ...terminal does not allow for manual entry of gift cards Swipe the card instead NO MATCH FOUND The information you have used to find a transaction in memory can not be found Check the information and t...

Page 191: ...cards Try swiping the card more quickly or more slowly or from the front of the reader towards the back Try swiping a different card If this card can be read the problem is with the first card Request...

Page 192: ...ase refer to the Moneris Vx810 Duet Setting up Your Terminal guide also shopped with your hardware Visit moneris com installation to download a free PDF copy For access to a webhelp copy of this PDF p...

Page 193: ...10 Troubleshooting 24 hours a day 7 days a week Moneris Vx810 Duet Operating Manual 183...

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