Chase Hypercom Optimum Quick Reference Manual

QUICK REFERENCE GUIDE
Hypercom Optimum
This Quick Reference Guide will guide you through understanding your terminals functionality and navigation, and will help you with troubleshooting.
INDUSTRY
Retail and Restaurant
APPLICATION
Chase Paymentech’s PTS32
TERMINALS
Hypercom’s Optimum Series
Contents
GETTING STARTED
Available Transaction Types . . . . . . . . . . . . . . . . . . . . . 3
Clerk and Server Setup . . . . . . . . . . . . . . . . . . . . . . . . . 4
Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Gift Card Transaction Types (Opt.). . . . . . . . . . . . . . . 6
Navigating Your Terminal . . . . . . . . . . . . . . . . . . . . . . . 7
Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
REFERENCE
Prompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . 10
3
Credit Transactions To initiate
Credit Sale* A sale transaction using a credit card; the card may or may not be present.
Swipe the card or select Sale.
Phone/Mail Order* A credit sale transaction
in which the card is not present.
Press
[FUNCTION], [6], [5] and [ENTER].
Auth Only* An authorization-only transaction
provides an approval, but does not charge the consumer until the transaction has been added to the batch by way of an offline transaction.
Press
[FUNCTION], [9] and [ENTER].
Offline* Perform an offline sale when the terminal cannot reach the host (Chase Paymentech) to authorize a transaction, or to finalize an Auth Only transaction. Contact your voice authorization center for an authorization code, and then perform the transaction.
Select Offline.
Refund* Perform a refund to return money to
a cardholder’s account from a credit sale completed in a closed batch (i.e., previous day). May also be used to adjust a previous transaction.
Select Refund.
Void* Perform a void to reverse a credit sale,
force, or refund transaction and prevent any funds from transferring from the cardholder’s account. Only available for transactions in the current batch (i.e., same day).
Select Void.
Open/Close Tab (restaurant only) A pre-
authorization transaction for a specific, predetermined dollar amount.
Press
[FUNCTION], [2], [0] and [ENTER].
Debit Transactions To initiate
Debit Sale A sale transaction using a debit card
and PIN; the card must be present.
Select Sale.
Debit Refund Perform a debit refund to return
money to a cardholder’s account from a debit sale completed in a previous batch; the card must be present.
May not be available for all card issuers.
Select Refund.
Available Transaction Types
Your terminal supports various transaction types.
Refer to this section for information on what transactions are available, when to use them, and how to begin the transaction.
*Purchase and Commercial cards are supported for this transaction type.
4
ADD/REMOVE
Used to log on clerks/servers as their shifts begin, and log them off at the end of their shift.
ID TABLE REPORT
Prints a report of clerks/servers currently signed on.
CLEAR
Clears the ID table of all signed-on clerks/servers.
EBT Transactions (Retail Only) To initiate
EBT Sale An Electronic Benefits Transfer (EBT) card is a government-issued card tied to a specific government-assistance account. EBT transactions require PIN entry, as well as a trace number and balance amount printed on receipts. An EBT sale transaction may be a food stamp sale, or a cash benefit sale. The card must be present.
Select Sale, then EBT.
EBT Offline A sale transaction performed when
the terminal cannot reach the host to authorize the transaction. Contact your voice authorization center for an authorization code, then perform an offline transaction with the EBT card.
Press
[FUNCTION], [4], [3] and [ENTER].
EBT Refund Available only for food stamp transactions.
Select Refund, then EBT.
EBT Balance Inquiry Obtain a customer’s
remaining EBT account balance. Available for both food stamp and cash benefit.
Press
[FUNCTION], [7], [5] and [ENTER].
Available
Transaction
Types
Continued
Your terminal
supports various
transaction types.
Refer to this section for
information on what
transactions are
available and when to
use them.
Clerk and
Server Setup
Clerk/server setup allows
you to manage IDs.
Access the feature by
pressing [FUNCTION],
[7], [8] and [ENTER].
5
Available Reports
A report is like a snapshot in time of business activities. Use this data to help you make crucial business decisions.
Press the [REPORTS] hot key to launch the Reports menu.
Reports: Main Menu
Audit Report Prints detail information for each transaction and a totals summary for each card type and issuer.
Summary Report Prints totals by card type and card issuer.
Clerk/Server Report Launches Clerk/Server Reports menu
options. (See Reports: Clerk/Server Reports Menu.)
Tips Report Prints tip totals by clerk/server, if enabled.
Tip Discount Report Prints tip and tip discount totals by clerk/
server, if enabled.
Open Tabs Report Prints details of currently opened tabs, if enabled.
Settlement Report Prints settlement status and transaction totals.
Shift Report Prints detail information for each transaction and a
totals summary for each card type and issuer, if enabled.
Performance Report Prints a summary of transaction counts and communications statistics.
History Report Prints a summary of transaction totals from a set number of days (5, 10, 15, 30).
HCS Batch Inquiry Report Prints the status of the current batch as reported by the host (Chase Paymentech).
SV Cash Out Report Prints a list of cashed-out gift card redemptions by clerk/server.
SV Report A Prints a list of gift card transaction details by transaction type.
SV Report B Prints a list of gift card transaction details by clerk/server.
Reports: Clerk/Server Reports Menu
Detail Report Prints detail information on all transactions
performed by all clerks/servers, or a specific clerk/server.
Summary Report Prints totals by card type and issuer performed
by all clerks/servers, or a specific clerk/server.
Unadjusted Report Prints detail information on all unadjusted transactions performed by all clerks/servers, or a specific clerk/server.
ID Table Report Prints a list of all servers currently signed on.
6
Gift Card
Transaction
Types (Opt.)
If you are participating
in Chase Paymentech’s
proprietary Gift Card
program, your terminal
supports various stored
value card transaction
types.
Refer to this section for
information on what gift
card transactions are
available and when to
use them.
Gift Card Transactions (Optional) To initiate
Issuance/Add Value Adds value to the gift card account. This transaction can be used to issue and activate a new card, or to reload an active card with incremental value.
Select Gift Card, then select
Issue/Add Value.
Activation Create a consumer’s gift card account by assigning value to a card. One or more gift cards can be activated at one time. Activations can only be performed on cards that have not been previously activated.
Select Gift Card, then select Activation.
Redemption Decreases the value stored on the consumer’s gift card account. This transaction is performed when a consumer uses the card to purchase goods or services.
Select Gift Card, then select Redemption.
Balance Inquiry Print a receipt that displays the customer’s available stored value card balance (without changing it).
Select Gift Card, then scroll to and select Balance Inquiry.
Prior Perform a prior redemption, activation or issuance when the terminal cannot reach the stored value host with a valid approval code from the voice authorization center.
Select Gift Card, then scroll to and select Prior
Redemption, Prior Issuance or Prior Activation.
Add Tip A gift card redemption transaction for the amount of the tip, if tip processing is enabled.
Select Gift Card, then scroll to and select Add Tip.
7
HOT KEYS
The terminal has six hot keys to the left and right of the display; these are used to scroll and make selections. The four hot keys below the display are :
[HOME] - Exits the PTS32 application and returns to the Terminal Applications menu.
[SETTLE] - Initiates a batch settlement.
[REPORTS] - Opens the Reports menu.
[FUNCTION] - Initiate 1- or 2-digit numbered terminal functions.
BEGIN A SALE
Swipe the card, select Sale or manually enter the card number and press [ENTER] to begin a sale transaction. Your terminal will guide you through the process. (Note: Debit and EBT cards must be swiped.)
BEGIN OTHER TRANSACTIONS
Use the hot keys at the main menu to navigate to the transaction type you wish to perform. If the desired transaction is not available via the main menu, press [ENTER] and select Transaction.
CLERK/SERVER MENU
Press [FUNCTION], [7], [8] and [ENTER] to access the Clerk/Server menu.
BATCH REVIEW
Press [FUNCTION], [1] and [ENTER] to review the current batch.
TIP ADJUSTMENTS
Press [ENTER], select Batch, and then scroll to and select Adjust.
Navigating Your Terminal
Refer to this section to find and begin the transaction or function you wish to use.
ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and open a new batch for logging and accumulating transactions.
Your Hypercom terminal uses a Terminal Capture System (TCS), meaning it stores transactions throughout the day and sends batch totals of sales and refunds to the host (Chase Paymentech) after the close of business.
There are two settlement options:
1  MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settle from the main menu and follow the prompts displayed.
2  AUTO SETTLEMENT
If your terminal is set to automatically settle, it will automatically settle transactions in the current batch at a specific, predetermined time, within a 24-hour period. When configured, auto settlement begins any time after the set time occurs if there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.) then auto settlement occurs any time after 22:30:00. If the terminal is turned off before the set time, and turned on again (usually the next morning), auto settlement occurs at that time.
Settling the Batch
Your transactions must be “settled” daily. Read this section to ensure the settlement process operates smoothly.
8
Prompt
Q&A
While navigating
through transactions,
you’ll find that some
prompts aren’t as clear
as others. This section
clarifies those prompts.
Prompt Description/Action
Select Merchant
Merch 1 Merch 2 Merch 3
For multimerchant terminals, press the hot key to the left of the desired merchant.
[CARDTYPE] [Transaction]
Take Imprint of Card
Imprint the card using a manual imprint machine and press [ENTER].
VERIFICATION CODE
Not Provided
Present Illegible
Press the hot key to the left of the appropriate option.
Press [ENTER] or scroll down to select Not Present.
Press [CANCEL] to return to the main menu.
[CARDTYPE] [Transaction] CXXX from Card
Key the Card Verification Code from the card and press [ENTER].
[CARDTYPE] [Transaction] Duplicate Trans Add?
Press [ENTER] if the duplicate transaction should be processed.
Press [CLEAR] if the duplicate transaction should be cancelled.
[CARDTYPE] [Transaction]
Enter Approval Code
Key in the approval code and press
[ENTER].
Note: Terminal will only accept an
approval code of six characters.
Note: For alpha characters, use the [#] key on most devices. Use the [SHIFT] key on 35-key T4100
devices.
9
AVS Response Codes
The Address Verification System (AVS) is a feature that adds fraud protection on card-not­present transactions. The numeric portion of the customer’s street address and the ZIP code are compared against the information on file with the card­issuing bank.
Use this chart to interpret domestic AVS Response Codes by card type.
Code Description VISA MC
AMEX
Disc.
X
Match - Address and 9-digit ZIP code
Y
Match - Address and ZIP code (for Discover, address only matches)
A
Partial - Address matches, ZIP code does not (for Discover, both address and ZIP match)
W
Partial - 9-digit ZIP code matches, address does not (for Discover, no data from issuer)
Z
Partial - ZIP code matches, address does not
N
No match - Neither address nor ZIP code match
U
Unavailable - AVS system unavailable or issuer does not support AVS
R
Retry - Issuer’s system unavailable or timed out
S
Not supported - AVS not supported by issuer at this time
10
Common
Error
Codes
In the event that
your terminal displays
an error, refer to these
error codes to
troubleshoot your
terminal.
If the code you are
experiencing is not
shown, retry the transaction, or if
possible, manually enter
the account number.
If the error persists,
contact your Help Desk
for support.
Error Code Description Action
Error No Batch Totals
Cannot perform requested function ­batch is empty
No action.
Invalid Card The four digits keyed do
not match the account number from the card’s magnetic stripe.
Re-key the last four digits of the card number. If the problem persists, ask for another form of payment, as the card may be fraudulent.
Please Try Again - CE
Communications error. Check the line or
network, then retry the transaction.
Expired Card The card’s expiration
date has passed.
Retry. If error persists, ask for another form of payment.
Settlement Required
The terminal has reached batch transaction capacity.
Perform Batch Settlement.
Paper Out The terminal is out of
paper.
Reload paper.
Unsupported Card
The terminal is not configured for the card type.
Request an alternate form of payment.
11
POS-0499 03/09 ©2009, Chase Paymentech Solutions, LLC. All rights reserved.
For 24/7 technical support, call 1.800.889.1105.
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