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SmartSELECT Merchant Operating Manual v 2.0 79
Appendix A: Clerk Subtotalling
This appendix describes how to enable Clerk Subtotalling, how to configure it to
meet your needs, how to make changes to Clerk IDs and how to produce Clerk
Subtotals reports.
Clerk Subtotalling allows you to produce reports on the dollar value and number
of transactions processed using a particular Clerk ID, even if that Clerk ID used to
initiate transactions on more than one terminal as long as all the terminals used
were attached to the same merchant number.
A maximum of 255 Clerk IDs is supported for each merchant number.
IMPORTANT:
Clerk Subtotals must cleared manually on a
regular basis (weekly is recommended). If not,
the Moneris Host will automatically clear the
totals when the number of transactions for a card
type within a Clerk ID reaches 10,000.
A.1: Clerk Subtotalling Configuration
Note: The Swipe Admin Card prompt will appear if your terminal:
- processes Debit Cards
OR
- processes only Credit Cards and requires extra security.
Note: The terminal must be logged on in order to configure this feature.
There are two options for obtaining the Clerk ID used for each transaction:
• prompt for input of a Clerk ID for every financial transaction. This requires
two steps:
I Configure Clerk Subtotalling (see steps 1 to 17 in Section A.1.1: Con-
figure Clerk Subtotalling ).
II Add the Clerk IDs that will be used (see Section A.1.2: Clerk ID
Maintenance for instructions).
• set a Default Clerk ID that will be used automatically for all transactions. The
terminal will not prompt for entry of a Clerk ID during transactions. Setting
this feature requires three separate steps.
I Configure Clerk Subtotalling ensuring that Clerk Subtotalling On is
set to Yes and Prompt for Clerk ID is set to No (see steps 1 to 9 in
Section
A.1.1: Configure Clerk Subtotalling ).
II Add the Default Clerk ID to the Moneris Host (see Section A.1.2:
Clerk ID Maintenance ).
III Set the Default Clerk ID on the terminal (see Section A.1.3: Set
Default Clerk ID ).