Descartes P2000 User Manual Download

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P2000

USER’S MANUAL

RETAIL/RESTAURANT/STORE AND FORWARD

For IR, CDPD, Mobitex and GSM models

FOR CUSTOMER SERVICE CALL:

(800) 510-0120

Manual 4.0
5/2001

Summary of Contents for P2000

Page 1: ...P2000 USER S MANUAL RETAIL RESTAURANT STORE AND FORWARD For IR CDPD Mobitex and GSM models FOR CUSTOMER SERVICE CALL 800 510 0120 Manual 4 0 5 2001 ...

Page 2: ...IC OPERATION 11 USING THE CARD READER 11 ALPHANUMERIC DATA ENTRY 12 TERMINAL TRANSACTIONS 15 PRINTER LOAD INSTRUCTIONS 16 TRANSACTION PROCESSING 17 SALE PROCESSING 17 AUTHORIZATION ONLY PROCESSING 19 TICKET ONLY PROCESSING 21 RETURN PROCESSING 23 STORED SALE PROCESSING 25 VOID 28 RE PRINT 29 REPORTS 30 SETTLEMENT 35 TROUBLESHOOTING 36 P2000 SPECIFICATIONS 38 GLOSSARY 39 LIMITED WARRANTY 41 SUPPLIE...

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Page 4: ...e jacks of this terminal Make sure all cables are connected securely Do not attempt to dismantle the unit Doing so will void your warranty Protect your terminal by installing a surge protection device Electrical disturbances on the phone lines or power lines can damage your terminal costing you time and money Radio Frequency Exposure Warning The P2000 Models CDPD Mobitex Datapac Motient and GSM us...

Page 5: ...it We know you will feel comfortable with your P2000 terminal see Figure 1 once you begin to use it and become familiar with its many features This manual will lead you step by step through specific transactions and operations and show you how to keep your terminal in peak operating condition Figure 1 Note In this manual words that appear in brackets like this stand for keys on your terminal keybo...

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Page 7: ...ies to enhance your P2000 terminal Descartes offers Paper and other replacement supplies you can order by phone 800 510 0120 Pedestal Mount for carrying the P2000 in a vehicle Spare Batteries Holster for carrying the P2000 over your shoulder 12 Volt Car adaptor Ear Bud microphone for GSM Model ...

Page 8: ...s glare The 32 character display will accommodate all system messages Figure 2 The Card Reader The P2000 terminal includes an ABA American Bankers Association Track 1 and Track 2 magnetic card reader The card reader reads the Cardholder s account number expiration date and security data from the magnetic strip on the back of all major bank and credit cards Note When you slide the card through the ...

Page 9: ...ta you need Figure 3 As Figure 3 illustrates your P2000 terminal keyboard has 17 keys that can select numbers enter letters or special characters choose functions advance paper and enter data During transactions you use the number keys to respond to messages or to enter numeric data When a prompt on the display is surrounded by you may use the and keys on the terminal to cycle through different op...

Page 10: ...tions of the P2000 For example Kernel or payment It also allows you to enter Alpha characters in your terminal To use the terminal functions press the fct key followed by the desired function number When you need to enter letters follow the steps in the Alphanumeric Data Entry section on pages 10 12 of this manual ...

Page 11: ...equire you to save this paperwork in date order for at least three years Credit card fraud is at an all time high Knowing what to look for will assist you in identifying a counterfeit card Follow the steps outlined below when you accept a Cardholder s credit card Compare the signature on the Cardholder s ID with that on the back of the credit card and on the receipt Check the appearance of the car...

Page 12: ...led together Check both the start and expiration dates on the card The card is not valid before the start date or after the expiration date When you swipe the card the terminal may ask you to enter the last four 4 numbers of the card This protects you the Merchant against re encoded cards If your terminal does not have this feature call Customer Service to turn on this feature If you are instructe...

Page 13: ...rough the slot again If the display still responds with a read error the magnetic strip may be worn or damaged 2 To manually enter the card number and expiration date press the or key to cycle through the transaction types Press ENTER to select the necessary transaction You may also select the numeric key associated with the transaction for direct access See Table 3 Key in the card number and expi...

Page 14: ...e A through Z their lowercase equivalents the numbers 0 through 9 and the following characters and space Figure 4 To select a letter or a special character press the key corresponding to that letter then press the ALPHA key as many times as necessary to display the correct character To change a capital letter to lower case press the fct key To change it back to a capital letter press the fct key a...

Page 15: ...2 key Press the ALPHA key once B Press the 2 key Press the ALPHA key twice C Press the 2 key Press the ALPHA key three times a Press the 2 key Press the ALPHA key once Press the fct key once b Press the 2 key Press the ALPHA key twice Press the fct key once c Press the 2 key Press the ALPHA key three times Press the fct key once Table 1 ...

Page 16: ...s press the C key to clear the error and proceed Press Key Press ALPHA Once Press ALPHA Once fct Press ALPHA Twice Press ALPHA Twice fct Press ALPHA Three Times Press ALPHA Three Times fct 1 QZ 1 Q q Z z 2 ABC 2 A a B b C c 3 DEF 3 D d E e F f 4 GHI 4 G g H h I i 5 JKL 5 J j K k L l 6 MNO 6 M m N n O o 7 PRS 7 P p R r S s 8 TUV 8 T t U u V v 9 WXY 9 W w X x Y y 0 SP 0 Space Table 2 ...

Page 17: ...T ONLY 3 Used to post an authorized transaction to the batch ba RETURN 4 Used to authorize a return credit of a previously settled transaction STORED SALE 5 A transaction captured in the terminal to be authorized at a later time VOID fct 1 Voids a specific captured transaction in the terminal Table 3 Note During transaction selection a SALE can be automatically entered by swiping the card and keyi...

Page 18: ...BASIC OPERATION Descartes Corp Inc 16 P2000 Printer Load Instructions ...

Page 19: ...nsaction type Press the or key to cycle through the other transaction types 2 PASSWORD Optional Key in four digit password Press ENTER 3 SWIPE ENTER CARD Swipe the card or key in the card number and expiration date and press ENTER after each entry 4 LAST 4 DIGITS Optional Key in the last four digits on the credit card Press ENTER 5 AMOUNT 0 00 Key in the Amount and press ENTER 6 EMPLOYEE NUMBER Op...

Page 20: ...played if 1 was pressed in step 9 above Enter the tip amount Press ENTER when complete Or press return to bypass this step 11 WAITING 12 WAITING FOR LINE 13 WAITING 14 RECEIVING 15 RECEIVED DATA 16 PRINTING IN PROGRESS Remove receipt from printer and obtain cardholder s signature 17 RE PRINT YES Pressing the or key will cycle between YES and NO Press ENTER to choose one Note Your Logo can be print...

Page 21: ... BATCH 0000 0000 AUTH ONLY Press 2 or the or key to cycle through the other transaction types to AUTH ONLY Press ENTER 2 PASSWORD Optional Key in four digit password Press ENTER 3 SWIPE ENTER CARD Swipe the card or key in the card number and expiration date Press ENTER after each entry 4 LAST 4 DIGITS Optional Key in the last four digits on the credit card Press ENTER 5 AMOUNT 0 00 Enter the Amoun...

Page 22: ...ATA 13 TRANSMITTING 14 RECEIVING 15 RECEIVED DATA 16 PRINTING IN PROGRESS Remove receipt from printer and obtain cardholder s signature 17 RE PRINT YES Pressing the or key will cycle between YES and NO Press ENTER to choose one Note Your Logo can be printed on the Customer Copy For details Call 1 800 510 0120 ...

Page 23: ... 0000 TICKET ONLY Press 3 or the or key to cycle through the other transaction types to TICKET ONLY Press ENTER 2 PASSWORD Optional Key in four digit password Press ENTER 3 SWIPE ENTER CARD Swipe the card or key in the card number and expiration date Press ENTER after each entry 4 LAST 4 DIGITS Optional Key in the last four digits on the credit card Press ENTER 5 AMOUNT 0 00 Enter the Amount and p...

Page 24: ...d in the batch the ticket will automatically print and the process is complete If the transaction was a voice auth the transaction will not be found in the batch and step 11 must also be followed 11 VOICE AUTH YES Press ENTER 12 PRINTING IN PROGRESS The ticket will print and the Ticket Only for voice authorization process is complete 13 RE PRINT YES Pressing the or key will cycle between YES and N...

Page 25: ...ETURN Press ENTER 2 PASSWORD Optional Key in four digit password Press ENTER 3 SWIPE ENTER CARD Swipe the card or key in the card number and expiration date and press ENTER after each entry 4 LAST 4 DIGITS Optional Key in the last four digits on the credit card Press ENTER 5 AMOUNT 0 00 Key in the Amount and press ENTER 6 EMPLOYEE NUMBER Optional Key in up to a four digit employee number Press ENT...

Page 26: ...RINTING IN PROGRESS Remove receipt from printer and obtain cardholder s signature 10 RE PRINT YES Pressing the or key will cycle between YES and NO Press ENTER to choose one Note Your Logo can be printed on the Customer Copy For details Call 1 800 510 0120 ...

Page 27: ...TER 2 PASSWORD Optional Key in four digit password Press ENTER 3 SWIPE ENTER CARD Swipe the card or key in the card number and expiration date and press ENTER after each entry 4 LAST 4 DIGITS Optional Key in the last four digits on the credit card Press ENTER 5 AMOUNT 0 00 Key in the Amount and press ENTER 6 EMPLOYEE NUMBER Optional Key in up to a four digit employee number Press ENTER 7 TABLE NUM...

Page 28: ...automatically enter 25 tip 10 TIP AMOUNT 0 00 Only displayed if 1 was pressed in step 9 above Enter the tip amount Press ENTER when complete 11 PRINTING IN PROGRESS Remove receipt from printer and obtain cardholder s signature 12 RE PRINT YES Pressing the or key will cycle between YES and NO Press ENTER to choose one Note Your Logo can be printed on the Customer Copy For details Call 1 800 510 012...

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Page 30: ...TER 4 CORRECT AMOUNT 0 00 Press ENTER if the correct amount is displayed If item number was found the transaction will be voided and a receipt will be printed 5 TRXN NOT FOUND If item number was not found check item number and try again Press ENTER to return to the idle prompt 6 PRINTING IN PROGRESS If item number was found receipt will print Remove receipt from printer 7 RE PRINT NO Pressing the ...

Page 31: ...M Enter the item number from receipt Press ENTER 4 CORRECT AMOUNT 0 00 Press ENTER if the correct amount is displayed 5 TRXN NOT FOUND If item number was not found check item number and try again Press ENTER to return to the idle prompt 6 PRINTING IN PROGRESS If item number was found the transaction will be printed showing a DUPLICATE receipt Note Your Logo can be printed on the DUPLICATE receipt ...

Page 32: ... creation date merchant number device id Detail item number transaction type keyed or swiped employee number optional table number optional invoice number optional account number expiration date card type amount tip amount optional total amount authorization code Footer sale count sale amount credit count credit amount authorization only count authorization only amount void count void amount store...

Page 33: ...ber device id Footer sale count sale amount credit count credit amount authorization only count authorization only amount void count void amount stored sale count stored sale amount Tip Report Optional Total amount of tips per Employee Header date time batch file creation date merchant number device id Detail employee number total amount of employees tips Footer Total amount of tips ...

Page 34: ...e number tips amount sale count sale amount credit count credit amount authorization only count authorization only amount void count void amount stored sale count stored sale amount Invoice Report Optional Detail of all batch transactions sorted by Invoice Number Header date time batch file creation date merchant number device id Detail item number transaction type amount tip amount optional total...

Page 35: ...credit count credit amount authorization only count authorization only amount void count void amount stored sale count stored sale amount Card Types Report Optional Totals per Card Type Header date time batch file creation date merchant number device id Detail card type tips amount sale count sale amount credit count credit amount authorization only count authorization only amount void count void ...

Page 36: ...ransaction type keyed or swiped employee number optional table number optional invoice number optional account number expiration date card type amount tip amount optional total amount authorization code Detail LS1 A complete detail of batch transactions transmitted out LS1 serial port in a fixed length record formatted This is easily imported into a PC Summary LS1 A summary of batch transactions t...

Page 37: ... REPORTS TIP Optional Press ENTER to print the Tip Report Or press the or key to cycle through the report types REPORTS EMPL DETAIL Optional Press ENTER to print the Employee Detail Report Or press the or key to cycle through the report types REPORTS INVOICE DETAIL Optional Press ENTER to print the Invoice Detail Report Or press the or key to cycle through the report types REPORTS TABLES Optional ...

Page 38: ...Press ENTER to print the Transaction Detail Report transmitted out LS1 serial port on the back of the P2000base Or press the or key to cycle through the report types REPORTS SUMMARY LS1 Press ENTER to print the Summary Report transmitted out LS1 serial port on the back of the P2000base Or press the or key to cycle through the report types Note If report is secured you will need to enter the passwo...

Page 39: ...NTER to edit all of the zero value tips It is possible to search by item number employee number or invoice number SETTLEMENT SUBMIT SALES Press ENTER to submit all stored sales to the card processor Or press the or key to cycle through the settlement options SETTLEMENT CLOSE BATCH Press ENTER to submit the batch to the card processor Or press the or key to cycle through the settlement options Note...

Page 40: ... key 4 COMM ERROR Call Customer Service ERROR Call Customer Service FORBIDDEN CARD Make sure you have entered the customer s account number correctly Call Customer Service HOST ERROR Call Customer Service INACTIVE TERM ID Call Customer Service INVALID ACCT NO Call Customer Service INVALID CARD NO Call Customer Service INVALID DETAIL Call Customer Service INVALID DEVICE Call Customer Service INVALI...

Page 41: ... CANCEL to return to the Ready message NOT FOUND The terminal cannot find the item number of the transaction you have asked to review Press CANCEL to return to the Ready message OUT OF BALANCE Call Customer Service REFERRAL Call Customer Service SECURITY ERROR Call Customer Service UNREADABLE CARD The terminal cannot read the card Enter the account number manually ...

Page 42: ...ation and E Purse High speed quiet thermal printer 200 DPI Bi directional magnet strip ISO1 2 Main full size smart card reader uses the card to protect pin code security patented 2 RS 232 ports Length 7 9 inches Width 3 1 inches Height 2 8 inches Weight 22 2 ounces Thermal paper roll Width 2 inches Core Diameter inches Paper Length 65 feet Communication Options GSM 1900 CDPD Mobitex ...

Page 43: ...other device or outlet PIN Personal Identification Number A four to 16 digit confidential code or electronic signature used by Cardholders to identify themselves to the host computer as the proper users of a credit or debit card PIN pad A Personal Identification Number input device used for entering a private identification code to validate a transaction Printer A device used for imprinting record...

Page 44: ...or by a host computer These devices have a display panel keyboard and cardreader and are used to enter transaction information Track 2 Data American Bankers Association information stored on track 2 of the card s magnetic strip Includes the Cardholder s account number expiration date and security data Does not include the Cardholder s name ...

Page 45: ...he original merchant buyer or lessee This warranty is not assignable or transferable to subsequent merchant buyers or lessees Descartes assumes no obligation or liability for additions or modifications Unless made in a separate written agreement between Descartes and the merchant in which each has signed Descartes does not warrant the installation maintenance or service of the Product Descartes is...

Page 46: ...XPRESS OR IMPLIED INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE IN NO EVENT SHALL DESCARTES BE LIABLE FOR DAMAGES IN EXCESS OF THE PURCHASE PRICE OF THE PRODCT FOR ANY LOSS OF USE LOSS OF TIME INCONVENIENCE LOST PROFITS OR OTHER INCIDENTAL SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THIS PRODUCT TO THE FULL EXTENT PERMITTED BY THE ...

Page 47: ...he laws of your jurisdiction These laws may vary from state to state If there is a conflict between any potion of this warranty and the law of your state your state s law shall control 8 ENTIRE WARRANTY By accepting the Product the merchant acknowledges that it has read this warranty fully understands it agrees to be bound by its terms and further agrees that this warranty has not been modified ei...

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Page 49: ...r the following accessories directly from Descartes Customer Service by calling 800 510 0120 Accessories Part No Thermal Printer Paper 2000 Pedestal Mount 3200 5000100 Holster 2600 Spare Battery 5400 15500103 Cigarette Lighter adaptor ...

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