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MOBILE EFTPOS MERCHANT OPERATING GUIDE

REPORTING FUNCTIONS

7.0 reporting functions

7.1 how to Print sub Totals report

This function will print a report of all transactions 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.

22/05/2009 13.06

INIT SUB SETL

Press the soft key beneath

sub

SUB TOTALS

PLEASE WAIT

The terminal is printing the totals of sales,

refunds and cash outs since the last settlement.

Содержание i7910

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

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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

Страница 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...

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

Страница 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...

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

Страница 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...

Страница 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...

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

Страница 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...

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

Страница 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...

Страница 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...

Страница 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...

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

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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

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

Страница 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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