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QUICK REFERENCE GUIDE
VeriFone Omni
VeriFone V
x
This Quick Reference Guide
will guide you through
understanding your
terminal’s functionality and
navigation, and will help
you with troubleshooting.
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INDUSTRY
Retail and Restaurant
APPLICATION
Chase Paymentech’s UEPT321/SEPT321
TERMINALS
VeriFone’s Vx/Omni Series
Contents
GETTING STARTED
Hot Key Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Available Transaction Types . . . . . . . . . . . . . . . . . . . . . 4
Clerk/Server Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Gift Card Transaction Types (Opt.). . . . . . . . . . . . . . . 9
Navigating Your Terminal . . . . . . . . . . . . . . . . . . . . . . 10
Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
REFERENCE
Prompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . 14
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Display Icon Location Function
First Hot Key
Far Left
Down Arrow - press to scroll
down to the next menu.
Up Arrow - press to scroll up to
the previous menu.
Press the yellow key to toggle
between the directional arrows.
Second Hot
Key
Middle Left
Tip Adjust - press to add a
gratuity to a completed
transaction prior to settlement,
if enabled.
G
C
Third Hot Key
Middle Right
Gift Card - press to initiate a
gift card transaction.
Fourth Hot Key
Far Right
Reports - press to access available
reports.
Hot Key
Functions
Press the [ALPHA] key
from the idle prompt
to view icons for the
four hot keys.
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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/Web Order* A credit sale transaction in
which the card is not present.
Select Phone
Order.
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 a force transaction.
Select Auth
Only.
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.
Force* Perform a force 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,
then force the transaction.
Select Force.
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.
Open Tab (restaurant only) A pre-
authorization transaction for a specific,
predetermined dollar amount.
Select Tab and
then select
Open Tab.
Close Tab (restaurant only) Perform a Close
Tab on an open tab, and place it in the
settlement batch file.
Select Tab and
then select
Close Tab.
Debit Transactions To initiate
Debit Sale A sale transaction using a debit card;
the card must be swiped.
Swipe the card.
Debit Refund Perform a debit refund to return
money to a cardholder’s account from
a debit sale completed in a previous batch.
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.
Note: Press [Arrow] to
scroll to view additional
options.
*Purchase and Commercial
cards are supported for this
transaction type.
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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.
Swipe the card
or select Sale.
Select Cash for
cash benefits
or Food for a
food stamp
sale.
EBT Force A force is 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 a force sale transaction with
the EBT card.
Select Force.
EBT Refund Available only for food stamp
transactions.
Select Refund.
EBT Balance Inquiry Obtain a customer’s
remaining EBT account balance. Available for
both food stamp and cash benefit.
Select EBT Bal
Inq.
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.
Note: Press [Arrow] to
scroll to view additional
options.
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ADD CLERK/SERVER
Adds new clerks or servers to your terminal. You will be prompted to
create an ID and a password for each new
clerk/server. The clerk/server ID may be up to four digits in length
and the password may be 5-10 digits in length.
LOG ON/OFF CLERK/SERVER
Used to log on clerks/servers as their shifts begin, and log them off at
the end of their shift.
DELETE CLERK/SERVER
Removes a single clerk/server from the terminal.
MODIFY CLERK/SERVER
Allows modification of a cash tip amount or a clerk/server’s ID or
password.
CLEAR CLERKS/SERVERS
This option is used to clear clerk/server totals from the clerk/server’s
internal totals file.
Clerk/Server
Setup
Accessible through the
main menu, the clerk/
server setup allows you
to manage IDs,
passwords and shift
times.
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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 (the purple button
on the far right) to
launch the Reports
menu.
Reports: Main Menu
Totals Report Prints totals by card type and card issuer.
Detail Report Prints detail information for each transaction.
Clerk/Server Reports Launches Clerk or Server Reports menu
options. (See Reports: Clerk/Server Reports Menu.)
Batch Review Launches Batch Review menu options. (See
Reports: Batch Review Menu.)
Batch History Prints a series of settlement reports by date.
Terminal Reports Launches Terminal Reports menu options, which
are used by the Help Desk Associate to troubleshoot your terminal.
Host Totals Runs the Host Totals transaction and prints a report.
Reports: Clerk/Server Reports Menu
Totals Report Prints totals for a specific clerk or server.
Detail Report Prints detail information on all transactions
performed by all clerks/servers, or a specific clerk/server.
Shift Report Prints transaction totals per shift.
Clerk/Server Table Prints login and logout information.
Unadjusted Report Prints a series of settlement reports by date.
IRS Tip Report Calculates and displays the percentage of tips for
each clerk/server, including cash tips. Use this report to enter cash
tips for IRS reporting.
Discount Tip Report Your terminal can be configured to compute
the fee amount that the clerk/server should pay for tips on credit
card sales. This report prints the transaction and discount amounts.
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Reports: Batch Review Menu
Totals Review Displays Total Sales, Total Refunds and Net Sale
Totals.
Detail Review Allows access to view details on all transactions in
the current batch. Enter search criteria to retrieve transactions in the
current batch, and then you may adjust or void the transaction. To
access the Batch Review for all transactions, the Supervisor or
Manager password level is required.
Reports: Tab Menu
Open Tab Report Prints the transaction information for the
current open tabs in the terminal. Access via the Tab option on the
main menu.
Available
Reports
Continued
A report is like a
snapshot in time of
business activities. Use
this data to help you
make crucial business
decisions.
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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 Issue Add
Value.
Activation/Block 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
Activation or
Block Activate.
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
Redemption.
Void Remove a gift card transaction from the
terminal’s open batch. The void will
communicate to the gift card host that the
transaction is being reversed.
From the main
menu, select
Void.
Balance Inquiry Print a receipt that displays
the customer’s available gift card balance
(without changing it).
Select Balance
Inquiry.
Force Perform a force redemption, activation or
issuance when the terminal cannot reach the
gift card host.
Select Force
Issuance, Force
Redempt or
Force Activate.
Add Tip A gift card redemption transaction for
the amount of the tip, if tip processing is
enabled.
Select Add Tip.
Deactivation When eanbled, change the
status of a card from active to inactive. Inactive
cards may not be used for redemptions
Select
Deactivation.
Reactivation When enabled, this transaction
allows the merchant to change the status of a
card from inactive to active. This transaction can
only be used to activate “deactivated” cards.
Select
Reactivation.
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.
Press the [Gift Card]
hot key (the third purple
button from the left) to
launch the Gift Card
menu.
Note: Press [Arrow] to
scroll to view additional
options.
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BEGIN A SALE
Swipe the card; or select Sale, manually enter the card number and
then press [ENTER] to begin a sale transaction. Your terminal will
guide you through the process. (Note: Debit cards must be swiped.)
BEGIN OTHER TRANSACTIONS
Use the [Arrow] key at the main menu or idle prompt to navigate to
the transaction type you wish to perform. Scroll through the menu
and press the corresponding [F] key when your desired transaction
appears on the terminal display.
REPRINT A RECEIPT
Access the Reprint function through the main menu. You will be
prompted to select last receipt, or enter criteria to search for another
receipt to reprint.
ACCESS CLERK/SERVER SETUP
Navigate to the Clerk Setup or Server Setup option from the main
menu.
ACCESS REPORTS
Press [Reports] to access the Reports menu. Scroll to the desired
report or report category, then press the corresponding [F] key and
follow the prompts to view or print your report.
ACCESS TIP FUNCTIONS
Press [Tip Adjust] to access the Tip menu. Scroll to the desired
function, then press the corresponding [F] key and follow the
prompts.
EDIT AUTO SHIFT TIMES
If you are in auto shift mode, use this procedure to edit the start and
end shift times. Press [1] at idle to access the Shift menu.
MANUAL SHIFT CLOSE
If you are in manual shift mode, use this procedure to close the
current shift and start a new shift. Press [1] at idle to access the Shift
menu.
Navigating
Your
Terminal
Refer to this section to
find and begin the
transaction or function
you wish to use.
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ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and open a
new batch for logging and accumulating transactions.
Your VeriFone 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: Manual Settlement and
Auto Settlement.
1 MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settlement 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.
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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
1=
[Merchant 1]
Prev [F1]
Next [F2]
Slct [F3]
Exit [F4]
Displayed when more than one
merchant is programmed into your
terminal. Scroll to your merchant
name using the [F] keys to the right
of the display, and press [Enter].
Encrypted?
Yes [F1]
No [F2]
May display while performing
a Web sale. Select Yes or No in
regard to whether the card number
was collected via encrypted means
(i.e., HTTPS Web page, PGP e-mail,
etc.).
Imprint Card
Press Enter Key
May display while performing
a manually entered transaction.
Imprint the card using a manual
imprint machine to prove the card
was present during the transaction.
V-Code:
Enter the CVC (card verification
code), typically the last 3 or 4 digits
found on the back of the card on the
signature line. CVC codes are
designed to reduce payment card
fraud.
Code Present?
No [F1]
Xread [F2]
Displays if V-Code prompt is
bypassed. Select Xread if the code
is present, but unreadable.
Send Duplicate?
Yes [F1]
No [F2]
Displays if you are attempting
a transaction with an account
number that has already been used
in the current batch. Select Yes to
confirm that this transaction should
be processed. Select No to cancel
the transaction.
Appr Code:
Displays during a Force transaction.
Key in the approval code you
received from the Voice
Authorization Center, and press
[Enter].
Amt Due: x.xx
Press [Enter] to continue with
another transaction for the amount
due.
Enter to Confirm
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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
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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
Bad
Account #
The card number being
used for the current
transaction does not
pass the LUHN check.
Retry. If error persists,
ask for another form
of payment as the card
may be fraudulent.
Batch Full The terminal has
reached batch
transaction capacity.
Perform batch
settlement.
Close Batch The batch is more than
90% full.
Perform batch
settlement.
Empty Batch Cannot perform
requested function –
batch is empty.
No action.
Expired card The card’s expiration
date has passed.
Retry. If error persists,
ask for another form
of payment.
Invalid
Accnt No
The 4 digits keyed do
not match the account
number from the card’s
magnetic stripe.
Re-key the last 4
digits. If error persists,
ask for another form
of payment as the card
may be fraudulent.
Invalid
amount
The amount entered is
invalid.
Re-key the dollar
amount.
Invalid Srvr Id
Invalid Clrk Id
The clerk/server number
keyed has not been
logged in.
Login the clerk/server
through Clerk/Server
Setup.
Settl Neg
Batch
Terminal is prompting
for confirmation to
settle a negative batch.
Press [Enter] to
confirm that the
negative batch should
be settled, or press
[Cancel] and print a
report, which should
be used to verify that
the negative batch
total is correct.
Void Not
Allowed
The user tried to void an
already voided
transaction.
No action.
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POS-0502 10/09 ©2009, Chase Paymentech Solutions, LLC. All rights reserved.
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