St George i7910 Operating Manual Download

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MOBILE EFTPOS MERCHANT OPERATING GUIDE

1.0 introduction

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1.1 Merchant Responsibility for

Equipment and Materials Provided

1.2 Cancellation of Facility

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1.3 Damaged, Lost or Stolen

Equipment

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1.4 Merchant Receipts

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1.5 EFTPOS Stationery

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2.0 getting started

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2.1 i7910 EFTPOS

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2.2 Keypad Layout

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2.3 Terminal Display

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2.4 Power Supply

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2.5 Communications

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2.6 Printer and Paper Load Function

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2.7 Terminal Maintenance

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3.0 Passwords and Codes

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3.1 Refund Password

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3.2 Settlement Password

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3.3 Void Password

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3.4 Terminal Password

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3.5 User Management Code

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4.0 Procedures

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4.1 Inserting a Chip Card

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4.2 Swiping a Magnetic Stripe Card

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4.3 Damaged Cards

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4.4 Operating Training Mode

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4.5 Locking/Unlocking Terminal

Keypad

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5.0 Transaction Procedures

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5.1 How to Process a Sale

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5.2 How to Process a Cash Only

Transaction

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5.3 How to Process a Refund

...................

5.4 How to Void a Transaction

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5.5 How to Process a Sale with Tip

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5.6 How to Process a Tip Adjustment

5.7 How to Process Multiple Tip

Adjustments

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5.8 How to Process a Mail/Telephone

Order/e-Commerce Transaction

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5.9 How to Process a

Pre-Authorisation

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5.10 How to Process a Checkout

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6.0 how to operate user Management

(shift) function

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6.1 How to Activate/Deactivate User

Management (Shift) Mode

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6.2 How to Set User ID’s

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6.3 How to Start Shift

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6.4 How to End Shift

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7.0 reporting functions

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7.1 How to Print Sub Totals Report

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7.2 Terminal Settlement

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7.3 How to Reprint Last Settlement

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7.4 Tip Reporting

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7.5 How to Print Tip Report

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7.6 How to Reprint Last Transaction

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7.7 How to do a Transaction Scroll

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7.8 How to View Specific Transaction

7.9 How to Reprint Specific

Transaction

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7.10 How to Print Transaction Log

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8.0 fall back sales Procedures

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8.1 Electronic Fall Back

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8.2 Manual Fall Back

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9.0 Minimising fraud

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9.1 CCV Security Codes

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10.0 Trouble shooting

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10.1 Hardware Faults

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10.2 Response Codes

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11.0 glossary of Common Terms

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Contents

Summary of Contents for i7910

Page 1: ...Mobile EFTPOS Merchant Operating Guide...

Page 2: ...uiries 1300 305 066 Authorisations For Fall Back Purposes Only Cardlink Authorisation Centre credit cards only 1300 301 831 EFTPOS Help Desk debit cards only 1300 650 977 American Express Authorisatio...

Page 3: ...Void a Transaction 23 5 5 How to Process a Sale with Tip 25 5 6 How to Process a Tip Adjustment 27 5 7 How to Process Multiple Tip Adjustments 31 5 8 How to Process a Mail Telephone Order e Commerce T...

Page 4: ...your Agreement with the Bank 1 1 Merchant Responsibility for Equipment and Materials Provided Imprinters terminals any other hardware or equipment and any unused stationery and promotional materials s...

Page 5: ...ss he or she requests otherwise 1 5 EFTPOS Stationery All items of stationery relating to your EFTPOS terminal and fall back procedures can be ordered by phone or online on the internet Please place y...

Page 6: ...terminal also acts as a PIN pad for the customer and has an internal thermal printer for fast quiet printing 4 EFTPOS EXTRA MOBILE USER GUIDE GETTING STARTED 2 0 Getting Started 2 1 EFTPOS EXTRA Mobil...

Page 7: ...and return the terminal to the idle state Clear Key The CLEAR key is used to correct any invalid data entered It is also used to cycle backwards through the transaction steps if an error is made Ente...

Page 8: ...lled in the terminal The icon will disappear when the SIM card is inserted in the terminal 2 4 Power Supply The terminal can run on mains power as well as on battery power The terminal operates on a f...

Page 9: ...ns power press the CANCEL key from the idle screen and press ENTER when SHUTDOWN is displayed DD MM YY hh mm ENTER AMOUNT SHUTDOWN ENTER YES CLR NO To power the terminal back on press ENTER 2 5 Commun...

Page 10: ...tton Press button in this direction Metal blade to tear off paper Paper compartment cover Correct paper position c Position the paper roll with the end of the roll protruding from underneath the roll...

Page 11: ...l take approximately one to two minutes however on occasion this can be up to 10 to 15 minutes To allow this download to occur your terminal will need to be kept switched on and be able to communicate...

Page 12: ...at your discretion 3 3 Void Password This password is a general security password that allows you to restrict access to the VOID function Access to the void function can be limited at your discretion...

Page 13: ...terminal s 3 5 User Management Code See User Guide section 6 0 The USER MANAGEMENT code is only used when the SHIFT feature is enabled on the terminal Each user must be assigned a User ID The user can...

Page 14: ...card reader is located at the bottom of the terminal below the keypad 1 Check the terminal is displaying the message INSERT SWIPE CARD 2 Hold the card face up with the chip towards the terminal 3 Ins...

Page 15: ...ip card reader or when swiped while performing a credit account transaction the manual key process should not be used Warning Where the manual key process has been used to perform a credit card transa...

Page 16: ...pted you will receive the error message CHIP CARDS NOT SUPPORTED IN TRAINING MODE If training mode has been inactive for 2 minutes it will revert back to live mode In training mode whole dollar amount...

Page 17: ...URE 22 05 2009 12 30 TRAINING MODE ENTER AMOUNT Press the Function FUNC button FUNCTION Key in 101 and press ENTER TRAINING MODE PASSWORD Key in the terminal password and press ENTER END TRAINING CORR...

Page 18: ...locks the terminal keypad and prevents any unauthorised transactions taking place The terminal remains locked even if powered off and on TERMINAL DISPLAY PROCEDURE 22 05 2009 12 21 ENTER AMOUNT Press...

Page 19: ...If presented with a magnetic stripe card swipe the customer s card through the card reader Refer to Swiping a Magnetic Stripe Card in section 4 2 SALE 4 00 SELECT ACCOUNT CHQ SAV CR Press the soft key...

Page 20: ...ere available Before completing the sale check that the transaction was approved Hand the customer their copy of the transaction record and their card If the transaction is declined the terminal will...

Page 21: ...e customer s card through the card reader CASH 10 00 SELECT ACCOUNT CHQ SAV Select either CHQ or SAV Note CR is not an option CASH 10 00 PIN ENTER When prompted have the cardholder key in their PIN an...

Page 22: ...MOBILE EFTPOS MERCHANT OPERATING GUIDE TRANSACTION PROCEDURES 20 Cash Only Receipt EFTPOS FROM ST GEORGE Remember to always check the receipt to verify if a transaction has been approved...

Page 23: ...and press ENTER RFND 5 00 INSERT SWIPE CRD Insert the customer s chip card into the chip card reader Or Swipe the customer s card through the card reader RFND 5 00 SELECT ACCOUNT CHQ SAV CR Press the...

Page 24: ...k that the transaction was approved Hand the customer their copy of the transaction record and their card If the transaction is declined the terminal will display an error message giving the reason An...

Page 25: ...nsaction and press ENTER SALE 10 00 0076 APPR CODE 692124 ENTER TO CONFIRM Press ENTER to confirm the transaction If incorrect press CANCEL CREDIT VOID PROCESSING The terminal is connecting to the ban...

Page 26: ...MOBILE EFTPOS MERCHANT OPERATING GUIDE TRANSACTION PROCEDURES 24 Void Receipt EFTPOS FROM ST GEORGE Remember to always check the receipt to verify if a transaction has been approved...

Page 27: ...mer s chip card into the chip card reader Or Swipe the customer s card through the card reader SALE 25 00 ADD TIP AMT OR ENTER Key in the tip amount and press ENTER For credit and charge cards if tip...

Page 28: ...d Have the customer sign the receipt If the signature matches the signature on the card press ENTER Otherwise press CANCEL CUSTOMER COPY PRESS ENTER Press ENTER to print customer receipt Before comple...

Page 29: ...quired 5 6 How to Process a Tip Adjustment A tip adjustment is performed after the original transaction has been processed The customer verifies the base amount of the sale offers a tip and signs the...

Page 30: ...n without a tip The original purchase must not yet have been settled When tip addition is enabled a signature must be obtained if the receipt reads Approved with Signature or if the cardholder writes...

Page 31: ...l amount of the transaction i e Sale plus Tip and press ENTER 1 SALE 25 00 TIP 5 00 TOTAL 30 00 ENTER TO CONFIRM The terminal displays the original sale amount with the calculated tip amount and total...

Page 32: ...MOBILE EFTPOS MERCHANT OPERATING GUIDE TRANSACTION PROCEDURES 30 Tip Adjustment Receipt EFTPOS FROM ST GEORGE Remember to always check the receipt to verify if a transaction has been approved...

Page 33: ...hat needs adjustment SALE 18 00 ENTER TOTAL AMT Key in the total amount of the transaction i e Sale plus Tip and press ENTER 1 SALE 18 00 TIP 2 00 TOTAL 20 00 ENTER TO CONFIRM The terminal displays th...

Page 34: ...he EFTPOS Helpdesk on 1300 650 977 Note Until registered as a MOTO ECOM merchant you must not process MOTO or ECOM transactions An authorisation of a MOTO or ECOM transaction only establishes that the...

Page 35: ...e mmyy and press ENTER ENTER CCV Key in the CCV and press ENTER Or if CCV is not available just press ENTER Note CCV is described in section 10 0 Minimising Fraud MOTO ECOM 8 00 ENTER TO CONFIRM Confi...

Page 36: ...MOBILE EFTPOS MERCHANT OPERATING GUIDE TRANSACTION PROCEDURES 34 Approved MOTO Receipt EFTPOS FROM ST GEORGE Remember to always check the receipt to verify if a transaction has been approved...

Page 37: ...beneath AUTH ENTER AUTH AMT Key in the pre authorisation amount and press ENTER AUTH 40 00 INSERT SWIPE CARD Insert the customer s chip card into the chip card reader Or Swipe the customer s card thr...

Page 38: ...rd If the transaction is declined the terminal will display an error message giving the reason An explanation of the error code is available in section 11 2 Response Codes Approved PreAuth Receipt app...

Page 39: ...NAL DISPLAY PROCEDURE 22 05 2009 13 05 ENTER AMOUNT Press ENTER until C O is displayed on the screen 22 05 2009 13 05 C O AUTH ECOM Press the soft key beneath C O TERMINAL PWD Key in the terminal pass...

Page 40: ...ress ENTER or just press ENTER C O 40 00 ENTER TO CONFIRM Press ENTER to confirm Checkout amount VERIFY SIGNATURE CORRECT YES NO REMOVE CARD If the card was inserted remove the card from the reader If...

Page 41: ...39 MOBILE EFTPOS MERCHANT OPERATING GUIDE TRANSACTION PROCEDURES Checkout Receipt EFTPOS FROM ST GEORGE Remember to always check the receipt to verify if a transaction has been approved...

Page 42: ...ependent from settlement times The shift totals are not reset when the settlement is performed 6 1 How to Activate Deactivate User Management Shift Mode To activate Shift Mode TERMINAL DISPLAY PROCEDU...

Page 43: ...OCEDURE 22 05 2009 12 54 ENTER AMOUNT Press the Function FUNC button FUNCTION Key in 60 and press ENTER TERMINAL PWD Key in the terminal password and press ENTER ENTER USER ID Key in the User ID 01 10...

Page 44: ...ISPLAY PROCEDURE 22 05 2009 12 54 ENTER AMOUNT Press the Function FUNC button FUNCTION Key in 61 and press ENTER ENTER USER ID Enter the User ID 01 10 and press ENTER PASSWORD The user is required to...

Page 45: ...43 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Shift Report EFTPOS FROM ST GEORGE...

Page 46: ...ions performed since the last settlement without resetting the totals in the terminal TERMINAL DISPLAY PROCEDURE 22 05 2009 13 06 ENTER AMOUNT Press ENTER until SUB is displayed on the screen 22 05 20...

Page 47: ...45 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Sub Totals Report EFTPOS FROM ST GEORGE SUB TOTALS...

Page 48: ...will require the operator to enter the settlement password for settlement to occur Note A settlement can only be performed once in a 24 hour period You cannot settle between 9 30pm and 11 00pm AEST T...

Page 49: ...47 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Settlement Report EFTPOS FROM ST GEORGE WSB...

Page 50: ...he terminal can be loaded with 10 users meaning that a user can have a User ID ranging from 01 to 10 Once tip reporting is enabled it will stay active until it is switched off The terminal can be sett...

Page 51: ...nt Tip Report Once the Tip Report function has been activated the report can be printed many times during the settlement period Once the terminal settles the tip report will be reset Note The tip repo...

Page 52: ...50 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Tip Report EFTPOS FROM ST GEORGE...

Page 53: ...ll reprint the receipt of the last transaction performed Note This can only be done from the current settlement period TERMINAL DISPLAY PROCEDURE 22 05 2009 13 24 ENTER AMOUNT Press the Function FUNC...

Page 54: ...52 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Receipt Reprint EFTPOS FROM ST GEORGE...

Page 55: ...The first transaction in the batch will be displayed Press the soft keys under PREV and NEXT to scroll through the transaction records Press the soft key under INFO to display the approval code and th...

Page 56: ...ROC ROC Key in the ROC Record of Charge number of the required transaction and press ENTER ROC 00024 SALE 20 00 PREV NEXT INFO The terminal will display the transaction requested Press the soft key un...

Page 57: ...and press ENTER SCANNING BATCH PLEASE WAIT The terminal will reprint the receipt from the transaction specified and then return to the idle state 7 10 How to Print Transaction Log This function will p...

Page 58: ...56 MOBILE EFTPOS MERCHANT OPERATING GUIDE REPORTING FUNCTIONS Transaction Log EFTPOS FROM ST GEORGE WSB...

Page 59: ...alternative means of payment Signature capture is required on all EFB transactions regardless of the account selection or whether PIN was entered The terminal will process the transaction in accordan...

Page 60: ...es not match or you are in any doubt as to the authenticity of the cardholder another form of payment should be sought You must check the to and from dates to ensure the card has not expired You must...

Page 61: ...the risk of fraud and chargeback when the cardholder is not physically present or when a card cannot be inserted swiped successfully In these cases you can key in the card number A CCV security code...

Page 62: ...remain secret You must not write them down or save them electronically Doing so might lead to heavy penalties Manual Authorisations and CCV If your terminal is not functioning at all you can revert to...

Page 63: ...t transaction again 5 Call the Helpdesk if the problem persists Paper jamming Or Not feeding Or Not printing 1 Remove the paper roll from the printer to ensure that there is no paper caught 2 If the e...

Page 64: ...f the Response Codes Where your terminal displays a response code not listed in this guide and you use an electronic terminal supplied by us you should phone the EFTPOS Helpdesk on 1300 650 977 for cl...

Page 65: ...les voucher if approved 03 INVALID PPID Contact the Helpdesk 04 CONTACT CARD ISSUER Obtain another form of payment Advise cardholder to contact card issuer 05 CANNOT PAY Obtain another form of payment...

Page 66: ...0 51 CANNOT PAY Obtain another form of payment Advise cardholder to contact card issuer 52 WRONG ACCOUNT Retry the transaction selecting a different account If the transaction is declined again obtain...

Page 67: ...in another form of payment Advise cardholder to contact card issuer 91 ISSUER NOT AVAILABLE Bank is unavailable retry the transaction If the transaction is declined again follow manual fall back proce...

Page 68: ...ECLINED TIME OUT Retry the transaction Contact the Helpdesk if the problem persists X7 CANCELLED SYSTEM ERROR Retry the transaction Contact the Helpdesk if the problem persists Z1 CANNOT PAY Obtain an...

Page 69: ...GPRS The wireless communications network used to connect a mobile EFTPOS terminal Manual Fall Back The use of a manual click clack imprinter as a back up when an electronic terminal is not working Mer...

Page 70: ...68 MOBILE EFTPOS MERCHANT OPERATING GUIDE Notes...

Page 71: ...This page has been left blank intentionally...

Page 72: ...Limited A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 ACL 233714 ST20137 A04 11 Information contained in this brochure was correct at time of printing April 2011 and is sub...

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