QUICK REFERENCE GUIDE
Hypercom Optimum
This Quick Reference Guide
will guide you through
understanding your
terminal’s 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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