Private Label Transactions
114
SmartSELECT Merchant Operating Manual v 2.0
E.3: Credit Application
This transaction is only available if the Third Party Host that processes the Private
Label card provides this service and the merchant’s agreement with the Third
Party Host includes this service. Moneris must be notified in order to update the
Merchant’s profile on the Moneris Host.
This transaction sends potential cardholder information to a Credit Application
service to determine whether the potential cardholder is an acceptable credit risk.
If yes, a receipt is printed with the new cardholder’s Private Label Credit Card
Account Number. The new cardholder will receive their plastic Private Label card
in the mail, but may use the printed receipt with the Account Number to make
purchases immediately.
From the Idle screen:
Note:
Unless indicated, all prompts are mandatory.
1. Press
Menu
. The
Financial Transactions
menu appears.
2. Press
Admin
. The
Administrative Transactions
menu appears.
3. Scroll down and select
Credit Application
. The
Swipe Admin Card
prompt
appears.
4. Swipe the Moneris POS Admin Card. The
Enter Clerk ID
prompt appears.
5. Key in the Clerk ID number and press Enter OR swipe the Clerk ID card. The
Enter Credit Card Number
prompt appears.
•
If more than one private 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. a VISA, MasterCard
or American Express card) for the credit check.
7. Swipe the existing card on the terminal
OR
Key in the existing card’s number and press
Enter
then key in the card’s
expiry date and press
Enter
.
The
Enter Last Name
prompt appears.
8. Key in the customer’s last name and press
Enter
. The
Enter First Name
prompt appears
9. Key in the customer’s first name and press
Enter
. The
Enter Middle Initial
prompt appears. This is optional. If the customer does not wish to have this on
their card, simple press
Enter
. The
Enter Home Telephone #
prompt appears.
10. Key in the customer’s home telephone number and press
Enter
. The
Enter
Business Telephone #
prompt appears.
11. Key in the customer’s business telephone number and press
Enter
. This is
optional. If the customer does not wish to be contacted at work, simply press
Enter
. The
Enter Business Extension #
prompt appears.
12. Key in the customer’s extension number (max. 4 digits) and press
Enter
. This
is optional. If the customer’s hasn’t given their business number or doesn’t
have an extension number for their business phone, simple press
Enter
. The
Enter Date of Birth (MMDDYYYY)
prompt appears.
13. Key in the customer’s 8-digit date of birth (e.g. Sept. 4, 1953 is entered as
09041953) and press
Enter
. The
Language Preference
prompt appears.
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Страница 10: ...Table of Contents viii SmartSELECT Merchant Operating Manual V2 0...
Страница 14: ...Introduction 4 SmartSELECT Merchant Operating Manual v 2 0...
Страница 48: ...Configuring Your Terminal 38 SmartSELECT Merchant Operating Manual v 2 0...
Страница 58: ...Administrative Transactions 48 SmartSELECT Merchant Operating Manual v 2 0...
Страница 72: ...Debit Financial Transactions 62 SmartSELECT Merchant Operating Manual v 2 0...
Страница 84: ...Credit Financial Transactions 74 SmartSELECT Merchant Operating Manual v 2 0...
Страница 96: ...Clerk Subtotalling 86 SmartSELECT Merchant Operating Manual v 2 0...
Страница 102: ...Multi Terminal Reporting 92 SmartSELECT Merchant Operating Manual v 2 0...
Страница 128: ...Private Label Transactions 118 SmartSELECT Merchant Operating Manual v 2 0...
Страница 158: ...ERNEX Electronic Marketing Programs 148 SmartSELECT Merchant Operating Manual v 2 0...
Страница 176: ...AIR MILES Reward Program 166 SmartSELECT Merchant Operating Manual v 2 0...
Страница 188: ...Error Messages Troubleshooting 178 SmartSELECT Merchant Operating Manual v 2 0...
Страница 197: ...SmartSELECT Merchant Operating Manual v 2 0 187 numeric keypad 6 version numbers software 1 voice authorization 2...
Страница 198: ...188 SmartSELECT Merchant Operating Manual v 2 0...