Moneris IWL255 User Manual

Moneris® iWL255
Reference Guide
08/18
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Web: moneris.com/support-iWL255
Record your Moneris merchant ID here:
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Contents
Setting up Your Terminal ..............................................................................................5
Before you get started ................................................................................................................................ 6
Hardware setup.......................................................................................................................................... 8
Charging the battery ................................................................................................................................... 9
Communications setup ............................................................................................................................. 12
Confirming the status indicators ......................................................................................................................12
Configuring the APN setting .............................................................................................................................13
Communications troubleshooting ....................................................................................................................14
Installing or re-installing the SIM card ..............................................................................................................15
Other issues ......................................................................................................................................................16
Initialization and logon ............................................................................................................................. 17
Charging the battery after first initialization/logon .........................................................................................17
Enabling the admin password for manual entry protection ........................................................................ 18
Additional options .................................................................................................................................... 19
Printing the contactless logo on contactless transaction receipts ...................................................................19
Enabling Tip Entry, Cashback, or Invoice Number ............................................................................................19
Changing printer options ..................................................................................................................................19
Changing the terminal language .......................................................................................................................20
Enabling loyalty and gift cards ..........................................................................................................................20
Enabling tip entry (gift cards) ....................................................................................................................................... 20
Using Your Terminal ................................................................................................... 22
Moneris iWL255 ....................................................................................................................................... 23
Terminal keys and hardware ............................................................................................................................24
Wireless communication .......................................................................................................................... 26
3G status indicators ..........................................................................................................................................26
Signal strength indicator ...................................................................................................................................26
Battery use ............................................................................................................................................... 27
Helpful hints .....................................................................................................................................................27
Battery status indicators...................................................................................................................................27
Stand-by mode .................................................................................................................................................28
Power on ...........................................................................................................................................................28
Power off ..........................................................................................................................................................28
Card types ................................................................................................................................................ 29
Magnetic stripe card .........................................................................................................................................29
Chip card ...........................................................................................................................................................29
Contactless card ...............................................................................................................................................29
Cardholder verification ............................................................................................................................. 30
Moneris® iWL255 Reference Guide 1
Cardholder verification methods (CVM) ..........................................................................................................30
Cardholder verification limit .............................................................................................................................30
Card entry options .................................................................................................................................... 31
Insert: Chip cards ..............................................................................................................................................31
Wave/Tap: Contactless cards ...........................................................................................................................31
Contactless Transaction Limit (CTL) .............................................................................................................................. 32
Swipe: Magnetic stripe cards ...........................................................................................................................32
Manual card entry ............................................................................................................................................32
Transactions ............................................................................................................................................. 33
General guidelines ............................................................................................................................................33
Admin code shortcuts .......................................................................................................................................33
Purchase [100] ..................................................................................................................................................34
Partially approved Purchase .............................................................................................................................34
Refund [101] / VOID–Purchase [106] / VOID–Refund [107] ............................................................................34
Pre-Authorization [102] ....................................................................................................................................34
Cheque Authorization [105] .............................................................................................................................35
Advice using Sequence Number [103] / Force Post [103] ................................................................................35
Advice List [109] ...............................................................................................................................................35
Balance Inquiry [110] ........................................................................................................................................36
Prompts without tip entry ................................................................................................................................36
Merchant prompts: Purchases/Pre-Auths/Refunds/Voids ........................................................................................... 36
Merchant prompts: Cheque Authorizations ................................................................................................................. 38
Merchant prompts: Advices/Force Posts ..................................................................................................................... 38
Customer prompts ........................................................................................................................................................ 40
Prompts with tip entry .....................................................................................................................................42
Merchant prompts: Purchase with tip enabled ............................................................................................................ 42
Customer prompts on the terminal: Purchase with tip entry enabled......................................................................... 43
Receipts ................................................................................................................................................... 46
Signing credit card receipts ..............................................................................................................................46
Reprinting receipts ...........................................................................................................................................46
Card masking ....................................................................................................................................................46
Contactless transactions ...................................................................................................................................47
Receipts ............................................................................................................................................................47
Pre-Auth receipt ........................................................................................................................................................... 47
Original receipt ............................................................................................................................................................. 47
Partial Approval receipt ................................................................................................................................................ 48
Reports .................................................................................................................................................... 49
Masking on reports ...........................................................................................................................................49
Reprint merchant receipt [66] ..........................................................................................................................49
Clerk subtotals report [82] ...............................................................................................................................49
Current batch totals report [99] .......................................................................................................................50
Merchant sub-totals report [95].......................................................................................................................50
Pre-auth list [62] ...............................................................................................................................................50
Balance inquiry report [94] ...............................................................................................................................51
Configuration report [16] .................................................................................................................................51
Moneris® iWL255 Reference Guide 2
Tip totals report [96] ........................................................................................................................................51
Admin functions ....................................................................................................................................... 52
Logon [02] .........................................................................................................................................................52
Logoff [03] ........................................................................................................................................................52
Re-initialization [01] .........................................................................................................................................52
End-of-day process ................................................................................................................................... 53
Merchant close .................................................................................................................................................53
System close .....................................................................................................................................................54
Troubleshooting ....................................................................................................................................... 55
Error messages .................................................................................................................................................55
Equipment issues ..............................................................................................................................................58
Merchant support ....................................................................................................... 60
Moneris® iWL255 Reference Guide 3
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Moneris® iWL255 Reference Guide 4
In this section, we go over everything you need to
terminal

Setting up Your Terminal

Setting up your
know to set up your Moneris iWL255.
You can also view our setup videos online at
moneris.com/support-iWL255.
Moneris® iWL255 Reference Guide 5

Before you get started

1. Please confirm that you received the following items in your Welcome Kit.
Moneris® iWL255 Reference Guide 6
2. Make sure you have the following information:
Your 13-digit Moneris Merchant ID (found in your Useful Information email). Settlement responsibility (found in your Useful Information email): System Close (Moneris closes your
batch at the end of each day) or Merchant Close (you are responsible for closing your batch at the end of each day).
The name of your wireless network provider (found in your Order confirmation email from Moneris).Optional features e.g. gift cards, loyalty cards, Ernex Terminal ID (found in your Moneris Gift & Loyalty
Welcome letter).
If any of the above required elements are missing, please call Moneris Customer Care toll-free at
1-866-319-7450.
3. Proceed to Hardware setup on page 8.
Moneris® iWL255 Reference Guide 7
PRINTER LATCH (PULLED UP)

Hardware setup

Follow these instructions to set up your terminal hardware.
1. Remove the protective film (if applicable)
a. If your iWL255 terminal has a protective film covering the display screen, peel the film off.
Hint: Peel from the top right to the bottom left corner.
b. Go to step 2 “Install the paper roll” below.
2. Install the paper roll
a. Lift the printer latch up, and then pull back to open the lid and
expose the paper well.
b. Insert the paper roll into the paper well with the loose end
unrolling from the bottom of the roll towards the front of the terminal.
c. Unroll enough paper to extend at least one inch (2.5 cm) past
the faceplate.
d. Close the lid, and press down to snap it back into place so that
the extended paper is pressed securely between the closed lid and the top of the faceplate.
Note: The paper should unroll back over the top of the printer, not unroll over the faceplate.
e. Proceed to Charging the battery on page 9.
Moneris® iWL255 Reference Guide 8
Note: To advance the paper from the printer when the lid is closed, you must press and hold down the yellow key when the terminal is powered on. DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.
PO PORT
TERMINAL
BASE
LEADS PRONG

Charging the battery

1. Charge the terminal’s internal battery using one of the following methods:
Charge-only base (see below) Direct-to-terminal charge cable (see page 10)
Recommendations: Always plug the power cable into the power source last to avoid power surges. Use a power bar equipped with surge protection where possible. Do not use the power cable from your existing terminal, as it may damage your new terminal.
Important: You must use the exact power adaptor and cables provided by Moneris to work with the Moneris iWL255 terminal and base. Failure to do so may affect the operability of, or cause damage to, the equipment.
Use the charge-only base
a. Locate the base’s power cable.
b. Insert the power cable connector into the small circular port
(power) at the back of the base.
Note: The back of your base may not appear exactly as depicted here. The ports, except the power port, may not be visible or may be capped.
c. Plug the other end of the cable into a working power outlet.
d. Dock the terminal on the base. Ensure that the contacts slot on
the underside of the terminal fits securely over the leads prong on the base.
e. When the terminal powers on, proceed to step 2 on page 11.
WER
Moneris® iWL255 Reference Guide 9
FLAP (CLOSED)
PORT
FLAP (OPEN)
Using the direct-to-terminal charge cable
a. Locate the direct-to-terminal charge cable.
b. Locate the small flap on the left side of the terminal.
c. Gently lift and then shift the flap aside to expose the micro-
USB port.
d. Insert the direct-to-terminal cable connector into the port.
e. Plug the other end of the cable into a working power outlet.
f. When the terminal powers on, proceed to step 2 on page 11.
Moneris® iWL255 Reference Guide 10
external power source
external power source
CHARGE LEVEL: 100%
2. Wait for TERMINAL SETUP REQUIRED to appear. (This should take about 60 seconds.)
3. Locate the Battery icon appearing at the top of the terminal screen in the header:
Note: Some or all of the five bars in the icon may be grey depending on the battery's current charge level. The other icons appearing in the header may be different on your terminal depending on the wireless carrier that your terminal is currently configured to use.
4. Wait for the Battery icon to indicate a charge of 100% (when this happens, all five bars in the icon will be
coloured, and the bars will cease to blink). This may take about three hours.
Note: The "plug" portion of the icon displays only if the terminal is connected to an external power source.
Terminal IS CONNECTED to
Terminal IS NOT CONNECTED to
CHARGE LEVEL: 100%
5. Once the battery is fully charged, you may undock the terminal from the base (or disconnect the direct-to-
terminal charge cable if used) before continuing the rest of the setup procedures.
6. Proceed to Communications setup on page 12.
Moneris® iWL255 Reference Guide 11
Signal Strength Indicator bars: A minimum of three bars should appear.
maximum number is five.)

Communications setup

Your terminal must be configured to communicate with the Moneris host.
Depending on your mobile network provider, do one of the following:
If your SIM card uses the "Bell" network, proceed to Configuring the APN setting on page 13.  If not (i.e., your SIM card uses a network other than "Bell"), no change is required to the default APN setting.
Proceed to Confirming the status indicators below.
If you are not sure which network the SIM card is using, refer to your Confirmation email from Moneris, then
follow one of the appropriate steps above.

Confirming the status indicators

1. Confirm that the following three icons (a, b, and c) appear at the top of your terminal's screen:
a
b
c
2. Do one of the following depending on what appears on your screen:
If you have confirmed that the screen icons appear as described in step 1, proceed to Initialization and If your screen icons look different and/or a 3G FAILED... error message appeared during the APN setup
(The number of bars will vary depending on the signal strength in your area. The
3G icon, coloured green or grey .
Handset icon, coloured green and angled or coloured grey and horizontal .
logon on page 17.
(Bell users), or “No SIM” appears, see Communications Troubleshooting on page 14.
Moneris® iWL255 Reference Guide 12

Tips for moving through the menus

Press the key to answer “yes” to any questions or to scroll down. Press the key to answer “no” or to scroll up. Press the green key to select a menu item or finish entering information and move on to the next step.

Configuring the APN setting

1. Press the Admin key twice.
2. When ENTER ADMIN CODE appears, key in 12, and press the green key.
3. When the 3G SETUP menu appears, press the green key to select APN.
4. Scroll down to MONBLPUB, and press the green key.
5. When the 3G SETUP menu appears, press the red key.
6. When CONNECTING 3G PLEASE WAIT appears, wait while the terminal connects to the 3G wireless network.
7. Do one of the following:
If 3G CONNECTED PRESS OK appears, press the green key. Go to step 8. If a 3G FAILED... message appears, press the green key. See Communications Troubleshooting on
page 14.
8. When REINITIALIZATION REQUIRED appears, proceed to Confirming the status indicators on page 12.
Moneris® iWL255 Reference Guide 13
See the solution in the Other issues table on page 16.

Communications troubleshooting

Error Message Solution
3G FAILED NO SIM
3G FAILED PPP ERROR
3G FAILED CONNECTION TIMEOUT
3G FAILED UNKNOWN ERROR
The SIM card has been installed incorrectly or hasn’t been installed at all.
Note: The text “NO SIM” will also appear on your screen header as shown here:
There is a mismatch between the installed SIM card and the APN being used.
For Bell carrier setup:
1. Repeat the Configuring the APN setting steps on page 13.
2. If this does not work, follow the solution in the Other issues table on
page 16.
For other carrier setup (i.e., carrier other than Bell):
1. Follow the solution in the Other issues table on page 16.
The terminal could not establish a connection to the 3G network in the allotted time.
See the 3G FAILED PPP ERROR solution above.
See the 3G FAILED PPP ERROR solution above.
Moneris® iWL255 Reference Guide 14
Install the SIM card
SIM CARD (FACE UP)
LATCH 1
LATCH 2
BACK PANEL (OPEN)
SIM CARD (FACE UP)
CROSSBAR
SIM CARD (INSERTED IN SLOT)
LATCH 1
LATCH 2
SIM CARD SLOT

Installing or re-installing the SIM card

Follow these steps, as applicable, to install or re-install the SIM card, or to identify the wireless network provider printed on the card.
1. Locate the SIM card if it is not yet installed.
2. Take note of the name of the wireless network carrier printed on the SIM
card.
3. Locate the two latches on the back panel.
4. Simultaneously press down on both latches and pull them back to detach
the panel.
5. Locate the SIM card slot (labelled "SIM"), and position the SIM card so
that the name of the wireless network carrier is face up.
6. Slide the SIM card (face up) into the slot so that the card sits securely
under the crossbar.
7. Close the back panel, and press down near the latches until the panel
snaps back into place.
Moneris® iWL255 Reference Guide 15
Issue
Solution

Other issues

The text NO SIM appears in the upper left corner on the screen header.
OR
One or more of the terminal's status indicators do not appear as shown on page 12, and the terminal cannot connect to the 3G network.
1. Undock the terminal from the base if used, or disconnect the direct-to-terminal
charge cable if connected to the terminal.
2. Press the Admin key twice, key in 49, and press the green key.
3. When POWER OFF TERMINAL? appears, press the key to select YES.
4. Remove the SIM card. Refer to Installing or re-installing the SIM card on page 15.
5. Ensure that the SIM card is the one that was packaged with your terminal and the
authorized carrier's name is printed on the card.
6. Reinstall the SIM card once you have confirmed that it is the correct card.
7. Press the green key to power on the terminal.
8. Wait for TERMINAL SETUP REQUIRED (or REINITIALIZATION REQUIRED) to appear.
9. Continue in Confirming the status indicators steps on page 12.
Moneris® iWL255 Reference Guide 16

Initialization and logon

Before processing any transactions, you must initialize your terminal with the Moneris host and log on.
1. Press the Admin key twice, key in 01, and press the green key.
2. When MERCHANT ID appears, key in your current 13-digit merchant ID, and press the green key.
3. When PHONE NUMBER appears, simply press the green key.
4. Wait while the terminal communicates with the Moneris host. Over the next few moments, the screen will
display SENDING, RECEIVING, and PROCESSING.
If SWIPE ADMIN CARD appears, swipe one of the POS Admin cards (provided with your new terminal).
5. Wait while the terminal communicates with the Moneris host to log on.
6. If the initialization and logon are successful, the terminal screen should display PURCHASE ENTER AMOUNT.
This will always be your main screen (i.e., the READY screen) when your terminal is ready to be used:
7. To advance the paper from the printer, you must press and hold down the yellow key when the terminal
is powered on.
Note: Once the paper roll is installed and the printer lid is closed, DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.
8. Before using your terminal, read the Charging the battery after first initialization/logon section below.
9. Your terminal is ready to process transactions.

Charging the battery after first initialization/logon

1. To extend your terminal’s battery life, note the following:
Full charging time after depletion of the initial charge is approximately 3 hours. Every one or two months allow the battery to discharge completely thereby forcing the terminal to shut
down. (The message LOW BATTERY!!! DOCK TERMINAL will appear just before shutdown.)
2. For information on battery management, refer to page 27.
Moneris® iWL255 Reference Guide 17
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