Page 1
TROUBLESHOOTING
AMOUNT EXCEEDED RETURN PINPAD
• The Debit Refund amount was greater than your Refund limit.
Retrieve the terminal and press OK.
BASE BUSY PLEASE WAIT
• Another terminal is using the base. If the base becomes available,
this transaction will start. If not, PLEASE WAIT disappears.Press
OK and retry the transaction.
BASE NOT FOUND
• The BASE ID entered does not exist. Press OK, check the BASE ID
and re-enter it.
• The BASE ID entered has the maximum number of terminals
registered to it (max. = 7). Register to another base or Power Off
one of the other terminals.
• A transaction was tried on a terminal that has not been
registered. Register the terminal and retry the transaction.
• During a transaction, the terminal could not communicate with
the base. See “The wireless signal status icon is notvisible” for
suggestions.
CARD PROBLEM OR CARD NOT SUPPORTED:
• Swipe the card again. If the message reappears:for Credit, key in
the card number manually; for Debit,request another form of
payment.
CHECK PRINTER
• Open the printer,check that there is a paper roll and that the roll
is loaded properly then close the printer.
ERROR 40#
• A communication error occurred. Press OK to finish printing the
cancelled receipts and retry the transaction.
ETHERNET COMMS ERROR-DIAL USED PRESS OK
• The terminal could not connect via Ethernet. If available, dial
back-up was used.Press OK to finish the transaction.
INVALID CARD TYPE
• Ensure the card is the correct type (e.g. debit card for debit) and
retry the transaction.
INVALID ENTRY
• In Training Mode,ensure the amount of the transaction or the
Tip is $1.00 or less (max. total = $2.00).
LOW BATTERY!!! DOCK TERMINAL
• The battery charge is too low.The terminal beeps 3 times then
powers down. Place the terminal on a base or replace the battery
with a fully charged one.
NO LINE DETECTED
• The terminal cannot detect an available communications line.
Check that all communications cable are connected to the base
and the wall jack correctly.
NOT COMPLETED RETURN PINPAD
• Press OK to return to the READY screen. Waitfor a moment then
try again. If the message reappears,check the connec tions on the
communication base then try the transaction again.
OPTION NOT AVAILABLE
• Press OK, check the Admin code, press Admin and re-try.
REFUND LIMIT EXCEEDED
• The Refund amount was greater than your Refund limit.
Cr
edit
Refunds: enter a lower amount to complete the
transaction. Debit Refunds: press OK then retry the Refund for
a lower amount. If necessary,call Moneris for a temporary
increase.
TCP CONNECTION FAILED OR
HOST CONNECTION FAILED:
• Check all cables to ensure everything is plugged in tightly.
• Check that the router and hub/switch (if any) are functioning.
• Public Internet: Contact your ISP (Internet Service Provider) for
assistance.
• Private Internet: Call the Moneris Merchant Service Centre.
• Corporate WAN: Call your corporate help desk to confirm that
the Corporate WAN is functioning properly.
If one of the following error messages appears, follow the instructions to continue the transaction. As a general rule,when an error
message appears, press OK or Can/Ann to continue. If the problem is not resolved,call the Moneris Merchant Service Centre.
11317 (03/06)
Equipment Problems
The battery is not charging.
• If the battery is attached to a terminal, ensure is displayed on
the terminal when it is on the base.
• Move the terminal or battery on the base until the battery contacts touch the base contacts.
• Ensure the Base Status light on the base is lit.
The display screen is blank.
• The terminal is in Stand-by Mode. Press OK. If the READY screen
does not appear,replace the battery.
The Base Status Light is not lit.
• Wait for 30 seconds then check the power cable on the base and
ensure everything is plugged in tightly.
The (wireless signal status icon) is not visible.
• Walls and (metal) equipment may affect communication
between the base and the terminal.
• Ensure the terminal is close enough to the communication base
(max. range = 60m indoors to 120m outdoors).
• If is still not visible, place the terminal on the
communications base and perform the transaction.
The icon appears.
• The battery needs to be recharged. Replace the battery or place
the terminal on a base to complete the current transaction.
Quick Reference Guide
For Debit and Credit Card Procedures
Your Moneris Merchant Number is:
Record your IP Communication parameters here for reference:
Moneris
Mobile
8200
It is the merchant’s responsibility to ensure that proper card
processing procedures are followed at all times. Please refer
to your Merchant manuals and the Terms & Conditions of your
Merchant Agreement for details. MasterCard and VISA Merchant
Manuals are available for free download at
www.moneris.com/merchant/manuals/index.html
IMPORTANT You must use the exact power adaptor and cable
provided with the base, and use only batteries
provided by Moneris Solutions. Failure to do so
may affect the operability of,or cause damage
to, the terminal and/or the base.
For Assistance call the
Moneris Merchant Service Centre
Toll-free 1-866-319-7450
8200 Keypad
For More Information
• For detailed instructions and information on
additional features,visit the Moneris Mobile 8200
Webhelp. Go to
www.moneris.com/merchant/manuals/index.html
and select Mobile 8200.
• To download additional copies of this Quick
Reference Guide go to
www.moneris.com/merchant/qrguides/
and select Mobile 8200.
F1 Move through the items on the display or
and Select the option displayed above the key, e.g.,
F3 if
YES
appears above F1, press F1to select
YES
if appears above F3, press F3to scroll down
F2 not in use
Alphanumeric Key in numbers and (with the Admin key) letters
keys and punctuation
[Paper Feed] Advance the receipt paper in the printer
Admin Go to the Main Menu or
Select letters and punctuation.
Can/Ann Cancel a transaction or
Move back one screen at a time
CORR Clear displayed data one character at a time
OK Accept displayed data, finish keying data, or
Enter select a menu item
Entrée
Printer
TERMINAL
Base Status
Light (not
shown)
Display Screen Magnetic Stripe Card
Reader
Keypad
Chip Card
Reader
COMMUNICATIONS
AND-CHARGE BASE
®
20817_Moneris_8200_E 3/23/06 3:56 PM Page 1
Page 2
PERFORMING FINANCIAL TRANSACTIONS ON THE MONERIS MOBILE 8200USING THE MOBILE 8200
The Moneris Mobile 8200 consists of 3 main parts:
• An all-in-one, wireless terminal
• A rechargeable battery
• A communications-and-charge base
The all-in-one terminal and pinpad means that both you and your
customer enter information on the terminal so you will need to
pass the terminal back and forth.
NOTE: Some transactions, e.g.,a Credit Purchase without Tip, do
not have customer prompts so you will not need to pass
the terminal.
This wireless, handheld terminal runs on a rechargeable battery
and connects to a communications base using wireless technology.
This means that you can take the Mobile 8200 terminal to your
customer.
The communications-and-charge base connects to up to seven (7)
terminals via wireless communications and to the Moneris host via
Ethernet communications. It also charges Mobile 8200 batteries.
A charge-only base is also available to charge batteries.
Helpful Hints
- If the “Press OK and Pass to Customer” prompt appears,
press OK then give the terminal to your customer.
- If prompted to enter an Invoice Number:
- key in the number and press OK or
- simply press OK to leave this blank.
- When the customer sees the “Return PINPad” prompt,
retrieve the terminal then press OK to complete the
transaction.
- To print the next copy of the receipt, press OK.
- To return to the READY screen after printing the receipts,
press OK.
Credit/Debit Purchase [100]
Sale of a good or service using a credit or debit card.
Swipe the customer’s card to begin the transaction then
follow the prompts on the terminal.
NOTE: - If the ENTER TIP AMOUNT prompt appears, the
customer can add a tip to the purchase amount.
They can:
- key in the tip amount and press OK or
- simply press OK to leave the value as $0.00.
Credit/Debit Void
Purchase Void [106]:cancels the original credit or debit
Purchase
Refund Void [107]: cancels the original credit or debit
Refund
IMPORTANT: The Void MUST be performed in the same
batch as the original transaction.
Neither the original nor the void transaction
will appear on the cardholder’s statement.
To begin the transaction,press the Admin key then select
TRANSACTIONS then scroll down and select:
VOID-PURCHASE OR VOID-REFUND.
Then follow the prompts on the terminal.
NOTES: - The amount of the void must equal the full
amount of the original Purchase or Refund.
- The Original Authorization # is the 6-digit AUTH#
on the original receipt.
- For a Credit Pur
chase Void:you sign the
Cardholder copy.
- For a Credit R
efund
Void:the customer signs the
Merchant copy.
Card Masking
• Card numbers are masked (e.g. credit card numbers are
printed as ************1234 and debit card numbers as
0123456789****) on:
- the Cardholder Copy of the receipt.
- reports if you press OK at the SWIPE ADMIN CARD prompt.
If you swipe your POS Admin Card,the card numbers
are printed in full.
Credit/Debit Refund [101]
Credits a cardholder’s account for a previous creditor debit
purchase.
To begin the transaction,press the Admin key then select
TRANSACTIONS then select REFUN D then follow the
prompts on the terminal.
NOTES: - The Original Authorization # is the 6-digit AUTH#
on the original receipt.
- For a Credit Refund:You sign the Cardholder copy.
Credit Pre-Authorization [102] & Advice [103]
If the final amount of a credit Purchase is not known (e.g. in
a restaurant or a hotel), do NOT perform a Purchase
transaction. Instead,per form a Pre-Authorization for the
current purchase amount.
1. Press the Admin key then select TRANSACTION S
then select PRE-AUTH. then follow the prompts on the
terminal.
When the final amount of the purchase is known, perform a
Pre-Auth Advice for the final amount using the same card
number.
IMPORTANT: The P-A ADVICE must be performed on the same
terminal as the PRE-AUTH in order to find the
original transaction in the terminal memory.
2. Press the Admin key then select TRANSACTIONS
then select P-A ADVICE.
3. Press F1 (YES) then follow the prompts on the terminal.
NOTE: - The Original Sequence Number is part of the
Pre-Auth Receipt Number.For example:
if the Receipt Number = S35111111-001-002-003-0
then the Sequence Number = 002003
Credit Force Post [103]
Completes a Voice Authorized Purchase on a Credit Card.
1. Press the Admin key then select TRANSACTION S then select
P-A ADVICE.
2. Press F3 (NO) then follow the prompts on the terminal.
NOTE: - At the ENTER ORIGINAL AUTHORIZATION #
prompt, key in the Voice Authorization Number
that you wrote on the paper sales draft when you
called for Voice Authorization.
Cheque Authorization [105]
Contacts a cheque auth service that verifies whether a
cheque should be accepted based on the customer’s
identification.
To begin the transaction,press the Admin key then select
TRANSACTIONS then scroll down and select CH EQUE
AUTH then follow the prompts on the terminal.
NOTE: - For credit card ID,the list of I D types is provided
by the cheque auth service.
- For driver’s licence, the list of Province and State
codes is provided by the cheque auth service.
- Write the Approved # on the cheque.
- Receipts are not printed for Cheque
Authorizations.
Private Label Card Transactions
Refer to the Purchase,Refund, Void, Pre-authorization &
Advice, and Force Post instructions to perform Private Label
card transactions.
NOTE: If prompted to enter a Promo Code:
- key in the value and press the OK key or
- simply press the OK key to leave this field
blank.
Private Label Payment & Payment Void
Payment [104]: allows a cardholder to make a payment
towards the balance on their private label credit card.
Payment Void [108]: reverses a private label card Payment
made in error.
Press the Admin key then select TRANSACTIONS then
scroll down and select:
PAYMENT OR VOID-PAYMENT
Then follow the prompts on the terminal.
NOTE: - For P
ayment Void: the Original Authorization # is
the AUTH# on the Payment receipt.
All instructions in this Guide begin at the READY screen. To access the READY screen from any other screen, press the Can/Ann key repeatedly on the terminal until the READY screen appears.
Transactions that require base communication have a at the end of the transaction title.
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Page 3
USING THE MONERIS MOBILE 8200 HARDWARE REPRINT TRANSACTIONS
Wireless Communication
The Mobile 8200 terminal uses wireless communications to
connect to the communications base. The handheld terminal must
be within the coverage area of the communications base to process
transactions.
Wireless Signal Status Icon
This icon appears in the top right corner of the terminal display on
the following screens: READY, MAIN MENU,REPORT FUNCS, ADMIN
FUNCS, and CONFIG FUNCS.
Icon Description
The terminal can see the wireless signal from the base and
can process transactions.
Testing the Wireless Communications
a. Power up the base and power up the handheld.
b. Walk with the handheld to the spot furthest away from the base
that the handheld is likely to be used (e.g. the far side of the
room or the patio).
c. While you are walking, check that the wireless signal icon (the )
is displayed on the READY screen of the handheld the whole time.
!!! If the is not displayed, transactions cannot be performed
when the handheld is in that spot.
Register a Terminal to a Base
A terminal must be registered to a communication base in order to
process transactions. Registering ‘introduces’the ter minal to the
base so the terminal knows which base to look for and the base
knows which terminals to accept transactions from.
NOTES: - A maximum of seven terminals can be registered to
one communications base.
- Every terminal must be registered individually.
- A terminal can only be registered to one
communications base at any one time. To use a
different base,register the terminal to that base.
1. Place the terminal on the communications base that it is being
registered to.
2. Press the Admin key then select CONFIGURATIONthen select
BASE CONFIG.
3. If prompted, swipe the POS Admin Card or press OK.
4. Select REGISTER BASE.
5. Key in the 8-digit Base ID (the last 8 digits of the S/N printed
below the bar code on the bottom of the base) and press OK. The
BASE CONFIG menu reappears.
6. Press Can/Ann until the READY screen reappears.
Battery Use
The Mobile 8200 is powered by a removable Ni-MH battery.
There are two types of battery charging base:
• Communications/Charge Base
• Charge-only Base
Battery Charging
The battery charges any time it is on the base:
• by itself OR
• attached to a terminal that is placed on the base (but, the
battery charges only when the terminal is not in use.)
The battery charging status icon appears in the top right corner of
the terminal display on the following screens: READY, MAIN MENU,
REPORT FUNCS, ADMIN FUNCS,and CONFIG FUNCS.
Icon Description
The terminal is sitting correctly on the base and the battery
is being charged.
Battery Charge Level
The battery charge level icon appears in the top right corner of the
display on the READY screen, MAIN MENU,REPORT FUNCS, ADMIN
FUNCS, and CONFIG FUNCS screens.
Icon Description % Charge
Fully-charged battery 100%
Battery almost fully charged 75%
Half-charged battery 50%
Battery almost empty 25%
Printing slows down, green backlight
goes off and can’t be turned on again
until a charged battery is attached to
the terminal or the terminal is placed
on a base.
Empty battery 0%
Transaction data and configuration
parameters are not lost if the battery
goes to 0% charge.
Helpful Hints
- Remember to put terminal back on the base to maintain
the battery charge.
- Check the Battery Charge Level before taking the terminal
to the cardholder.
Battery Life
To extend the battery life,reduce battery usage. Power off the
terminal manually (Power Off [49] below) or wait for the stand-by
timer to automatically power off the terminal after a set time
period.
Power Off [49]
This turns off the terminal when it is not in use and reduces battery
usage.
1. If the terminal is on the base, remove it from the base.
2. Press the Admin key,select ADMIN then select POWER OFF.
3. Press F1 (YES). The green backlight goes off and the display screen
goes blank.
Stand-by Mode
The 8200 handheld goes into stand-by mode when it has not been
used for a set time period and is not on a base. In stand-by mode,
the green backlight is off and the display screen is blank.To exit
Stand-by Mode, Power On the terminal (instructions below).
Power On
To power on the terminal:
• if the battery is charged, simply press OK.
• if the battery needs to be charged, place the terminal,with the
battery attached, on the base.
The green backlight comes back on, the READY screen appears and
the icon appears until the terminal establishes the charge level
of the battery.
Base Status Light
The green LED on the front of the communications base indicates
the power and communications status of the base.
If the light is… Then the base is…
Off powered off.
Constantly On powered on, has found at least 1
(i.e. not blinking) registered terminal and:
- IP: is ready to communicate or is
communicating with the Host
- Dial: is communicating with the Host
OR a handheld is sitting on the base.
Flashing quickly unable to find any registered handhelds.
Flashing slowly powered on, has found at least 1
(Dial comms only) registered terminal and is ready to
communicate with the Host.
Reprint Last Customer Receipt or Last Report [29]
This prints a duplicate of the last printout. If the last transaction
was a financial transaction, the Cardholder Copy of the receipt is
reprinted. If it was a report from the Moneris Host (e.g. Merchant
Subtotals), the report is reprinted.
1. Press the Admin key then select ADMIN then select REPRINT.
2. The terminal prints a “*DUPLICATE*”copy of the most recent
receipt or report.
3. Press Can/Ann twice to return to the READY screen.
NOTE: If REPRINT does not appear on the ADMIN FUNCS menu,
there is nothing to print.
Reprint Merchant Receipt [66]
This prints a duplicate of the Merchant Copy of the receipt.
1. Press the Admin key then select REPORTS then select TRANS INQ.
2. If prompted,swipe the POS Admin Card to print the unmasked
card number on the duplicate receipt.
(Do NOT press OK.)
3. Identify the transaction:
a. Press OK for all card types.
b. Key in the card number and press OK.
c. Key in the dollar amount and press OK.
d. Scroll down to the correct type of transaction and press OK.
e. Key in the date of the transaction and press OK.
4. Press F3 (Display).
5. Scroll down to the correct transaction and press OK.
6. Press F3 (Reprint).
The merchant copy of the receipt is printed.
NOTE: If the transaction was a credit purchase or a credit refund
correction and signature line is turned on, the signature
line is printed.
All instructions in this Guide begin at the READY screen. To access the READY screen from any other screen,press the Can/Ann key repeatedly on the terminal until the READY screen appears.
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Page 4
REPORTING TRANSACTIONS ADMINISTRATIVE TRANSACTIONS END OF DAY TRANSACTIONS
Current Batch Totals Report [99]
This prints a list of transaction type totals by Card type for
the current batch on the terminal as well as grand totals by
transaction type without closing the batch.
1. Press the Admin key then select REPORTS then select
CLOSE BATCH.
2. If prompted,swipe your POS Admin Card.
3. If prompted, key in the Clerk ID and press OK.
The terminal displays CLOSE BATCH then the Current
Batch Totalreport begins printing.
When the report stops printing, the CLOSE BATCH
prompt appears.
4. Press F3 (NO) to finish printing without closing the batch.
5. The terminal finishes printing the Current Batch Totals
report and returns to the READY screen.
Merchant Subtotals Report [95]
This prints a list of transaction type totals by Card type for
the current batch from the Moneris host as well as grand
totals by transaction type.
1. Press the Admin key then select REPORTS then scroll
down and select MERCH SUBTOTAL.
2. If prompted,swipe your POS Admin Card.
3. If prompted, key in the Clerk ID and press OK.
4. The terminal displays PR INTING while the report prints
then returns to the READY screen.
Helpful Hints
• If the backlight goes off (i.e. the display and buttons lose
their green glow), press any key. NOTE:The keys
continue to function even when the backlight is off.
• To select an item,scroll through the list until the item is
highlighted (e.g.
LOGON vs. LOGON) then press OK.
• To scroll through the lists, use F1 to move down,F3 to
move up.
Clerk Subtotals Report [82]
This prints a list of transaction totals by Card type and grand
totals by transaction type by Clerk ID for one, a group or all
Clerk IDs.
NOTE: Clerk Subtotalling must be enabled to perform
this report.
1. Press the Admin key then select REPORTS then select
CLERK INQUIRY.
2. If prompted,swipe your POS Admin Card.
The SINGLE/MULTIPLE CLERKS? prompt appears.
3. To printthe Clerk Subtotals repor t for one clerk:
a. Press F1 to select SINGLE.
b. Key in the Clerk ID and press OK.
To print the Clerk Subtotals report for multiple clerks:
a. Press F3 to select MULTIPLE.
b. To select a specific group of Clerk IDs, select
GROUP OR
To select all Clerk IDs,select ALL CLERKS.
c. If prompted, key in the Group ID and press OK
then select PROCESS LIST.
4. The terminal prints the Clerk Subtotals report and
returns to the READY screen.
Pre-Auth List [62]
This prints a list of all uncompleted Pre-Auth transactions
(i.e. an Advice hasn’t been performed to complete it).Use
this to select and delete Pre-Auth transactions that will not be
completed.
1. Press the Admin key then select REPORTS then select
PRE-AUTH LIST.
2. If prompted,swipe the POS Admin Card to printunmasked card
numbers or press OK to print masked card numbers.
The PRE-AUTH LIST menu appears.
3. Select OPEN or CLOSED (i.e., completed) Pre-Auth
transactions or BOTH types.
The PRINT DATE OR BATCH? prompt appears.
4. To print the report by date, press F1.
To print the report by batch,press F3.
5. Press OK to print the current date or batch OR
Key in a date or batch number and press OK to select a
specific date or batch.
6. The terminal prints the Pre-Auth List and returns to the
READY screen.
Re-initialization [01]
The Moneris Merchant Service Centre may ask you to reinitialize
your terminal if changes have been made to your terminal or your
merchant account.
IMPORTANT: If the REINITIALIZATION REQUIRED
message appears, contact the Moneris
Merchant Service Centre before
performing this transaction.
1. Press the Admin key, select CONFIGURATION then
select INITIALIZATION.
2. If prompted,swipe your POS Admin Card.
The “Retain Current Merch Settings?”prompt appears.
3. Press F1 (YES) to keep all parameters set as they are.
The “Clear Terminal Storage?”prompt appears within 2 to
3 minutes.
4. Press F3 (NO) to keep all stored transactions.
The “Please Logon”prompt appears within 10 seconds.
5. Follow the Logon instructions below.
Logon [02]
If the “Please Logon”prompt appears, you must log on
before you can perform transactions on the terminal.
1. Press the Admin key, select ADMIN then select LOGON.
2. If prompted,swipe your POS Admin Card.
3. The READY screen appears within 60 seconds.
Logoff [03]
To ensure unauthorized transactions cannotbe processed, your
terminal should be logged off at the end of the business day.
1. Press the Admin key, select ADMIN then select LOGOFF.
2. The “Please Logon”prompt appears within 60 seconds.
Admin Shortcut Codes
To begin transactions and reports using the Admin Shortcut
Codes (found in this Guide in square brackets,e.g. Logon [02]):
1. Press the Admin key until “Enter Admin Code” appears.
2. Key in the Admin Code and press OK.
Then follow the prompts on the terminal.
You must process a Close Batch transaction in order to have the
funds from your POS transactions deposited to your business
account.
You will need to perform three tasks:
A Process a Print Stored Transactions transaction (see below) by
batch: At step 4, press F3 to print the current batch. At step 6,
press F1 to print only the totals.
B. Process a Close Batch (see below).
C. Confirm that the Terminal Batch Totals (printed in step A.) match
the Current Batch Totals (printed in step B.). If they do not match,
call Moneris the next business day for reconciliation assistance.
Print Stored Transactions [60]
1. Press the Admin key then select REPORTS then select TRANS LIST.
2. If prompted,swipe the POS Admin Card to printunmasked card
numbers or press OK to print masked card numbers.
3. If prompted, key in a Clerk ID and press OK to print totals for that
Clerk ID OR simply press OK to prints totals for all Clerk IDs. The
“Print Date or Batch?” prompt appears.
4. To print the report by date, press F1. To print the report by batch,
press F3.
5. Press OK to print the current date or batch OR Key in a date or
batch number and press OK to select a specific date or batch.
The “Print Totals Only?” prompt appears.
6. To print only the Terminal Batch Totals report,press F1. To print a
list of transactions and the Terminal Batch Totalsreport, press F3.
NOTE:This report includes the Cashback total.
7. The terminal displays “Printing”while the report prints then
returns to the READY screen.
Close Batch [99]
1. Press the Admin key then select REPORTS then select CLOSE
BATCH.
2. If prompted,swipe your POS Admin Card.
3. If prompted, key in the Clerk ID and press OK.The terminal
displays “Close Batch” then the Current Batch Totals report
begins printing. When the report stops printing, the “Close
Batch?” prompt appears.
4. Press F1 (YES) to close the batch and have funds deposited to your
account.
5. The terminal displays “Close Batch”while the report finishes
printing then returns to the READY screen.
Transactions that require base communication have a at the end of the transaction title.
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