Moneris Mobile 8100 Operating Manual

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Moneris Mobile 8100

MERCHANT OPERATING MANUAL

Software Version 1.0x

Date: August 18, 2005

Document Version: 1.01

transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or

otherwise, without the prior written permission of Moneris Solutions.

Table of Contents

CHAPTER 1: Getting Started 1

Setting Up Your Terminal 1

Terminal Package Contents 2

Loading Paper 3

Setting Up the Slow Charging Base 4

CHAPTER 2: About Your Terminal 5

Terminal Components 5

Keypad 6 Display Screen 7 Navigation Button 7 Magnetic Stripe Card Reader 7 SmartCard Reader 7 Printer 7 RF Modem 8 Battery Pack 8 Charging Base 9 Power Adaptor 9

Equipment Care and Cleaning 10

Battery Care and Handling 10

CHAPTER 3: Features and Procedures 11

Features 11

Backlighting on the Display and Keypad 11 Invoice Number Entry 11 Multiple Terminal Reporting 11 Training Mode 11 Balance Prompt on Batch Close 12 Password Protection 12 Tip Entry by Cardholder on the Terminal 12 Tip Line Printed on Pre-Authorization Receipts 12 Signature Line on Credit Card Transaction Receipts 12

Procedures 13

Debit Cardholder Disputes 13 CODE 10 Authorization 13 Securing Your Terminal 13 Stored Credit & Debit Transactions 13

Moneris Mobile 8100 Merchant Operating Manual v1.01 i

Table of Contents

CHAPTER 4: Operating Your Terminal 15

Charging the Battery 15

Powering Up the Terminal 15

Powering Off the Terminal - ADMIN 00 15

Understanding the Wireless Signal Status Symbols 16

Selecting Display Language - ADMIN F1 17

Reprinting Transactions 18

ADMIN F2 18 Select REPRINT 18

Navigating the Menus 19

Idle Prompt 19 Pre-Auth Menu 20 Correction Menu 20

Correcting Data Entry Errors 20

CHAPTER 5: Configuring Your Terminal 21

Terminal Configuration - ADMIN 08 21

PPP Configuration - ADMIN 45 23

Multiple Terminal Setup – ADMIN 80 25

Enable Multi-terminal Transactions 25 Managing Terminal Names 26

Print Configuration Parameters – ADMIN 16 26

CHAPTER 6: Administrative Functions 27

Accessing Admin Functions 27

Initialization – ADMIN 01 28

First Initialization 28 Re-Initialization 29

Logon – ADMIN 02 29

Logoff – ADMIN 03 30

Training Mode – ADMIN 05 30

To Enter Training Mode 31 To Exit Training Mode 31

Change Password – ADMIN 12 32

Printing a Help List – ADMIN 40 32

RF Status - ADMIN 44 33

Print Stored Transactions - ADMIN 60 34

Transaction Inquiry – ADMIN 66 35

Search Criteria Codes 36 Displayed Transactions 37

ii Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 7: Processing Credit Card Transactions 39

Purchase 40

Purchase Correction 41

Refund 42

Refund Correction 43

Pre-Authorization 44

Pre-Authorization Completion (Advice) from the SAME BATCH 45

Pre-Authorization Completion (Advice) from a PREVIOUS BATCH 46

Purchase with Tip Entry 48

Manual Entry of a Credit Card for Purchase 49

CHAPTER 8: Processing Debit Card Transactions 51

Purchase 52

Purchase Correction 53

Refund 55

Refund Correction 57

Debit Purchase with Tip Entry 59

Table of Contents

CHAPTER 9: Balancing and Closing Your Terminal 61

Deposit Totals Inquiry - ADMIN 77 61

Close Batch and Balance 62

Verifying Batch Balances – ADMIN 99 then F3 62 Close Batch – ADMIN 99 then F1 63 Multiple Terminal Reporting - ADMIN 85 64

APPENDIX A: Troubleshooting 67

Support and Contact Information 67

Additional Documentation 67

Purchase Back-up Procedures 68

Terminal Problems 68 Customer Card Problem 68 Printer Problems 69

Battery Voltage Status 69

Error Messages 70

Hardware Problems 75

Index 77

Moneris Mobile 8100 Merchant Operating Manual v1.01 iii

Table of Contents

iv Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 1: Getting Started

This guide explains how to use the terminal’s transaction processing features and provides information on how to configure the terminal operating features such as the modem and backlighting options and the debit and credit transaction functions. It also explains how to run close batch and balance reports.

1.1: Setting Up Your Terminal

Before you can begin using your Mobile 8100 terminal, you will need to:

1. Unpack your terminal and confirm that all items listed in Section 1.2: Termi- nal Package Contents are there.

2. Load paper into the terminal’s paper well. See Section 1.3: Loading Paper for instructions.

3. Set up the charging base and fully charge the terminal’s battery. See section 1.4: Setting Up the Slow Charging Base and 4.1: Charging the Battery for instructions.

IMPORTANT: The battery must be FULLY charged before using the

terminal for the first time.

4. Take the terminal off the base.

5. If the terminal is not already on, turn it on by pressing OK. The terminal will display TERMINAL SETUP REQUIRED.

6. Change the password. See Section 6.6: Change Password – ADMIN 12.

IMPORTANT: The terminal will not accept any transaction or

ADMIN function until the default password is changed. If an attempt is made to process a

transaction, the terminal will display the following error message

7. Configure the terminal options. See Section 5.1: Terminal Configuration - ADMIN 08.

8. Configure the communications. See Section 5.2: PPP Configuration - ADMIN 45.

9. Initialize the terminal. See Section 6.2: Initialization – ADMIN 01.

10. Perform a Log On transaction. See Section 6.3: Logon – ADMIN 02.

Refer to CHAPTER 4: Operating Your Terminal for information on operating the Mobile 8100 and navigating the menus.

Refer to CHAPTER 7: Processing Credit Card Transactions and CHAPTER 8: Processing Debit Card Transactions for instructions on performing financial transactions.

TRANSACTION NOT ALLOWED.

Moneris Mobile 8100 Merchant Operating Manual v1.01 1

Getting Started

1.2: Terminal Package Contents

The following items should be included in the package your terminal arrived in.

Note: Call the Moneris Help Desk to purchase additional stationary

including paper rolls, replacement batteries, etc.

QUANTITY ITEM

2 Removable Battery pack

2 Thermal paper roll

1 Slow Charging Base

1 AC Power adaptor

1 Carrying case/holster

Mobile 8100 terminal

Mobile 8100 Quick Reference Guide

(For additional copies, go to www.moneris.com\merchant\qrguides and click on “Mobile 8100”.)

2 Moneris Mobile 8100 Merchant Operating Manual v1.01

1.3: Loading Paper

Do not wait until the paper roll is empty to load a new roll. When the red stripe first appears on printout paper, replace the paper roll.

Note: Call the Moneris Help Desk to purchase paper rolls.

Refer to Figure 1.1: Loading Paper in the Mobile 8100 to view the open paper compartment.

Getting Started

Figure 1.1: Loading Paper in the Mobile 8100

A. Paper Compartment

Cover

B. Paper Load Lever

C. Leading Edge of Paper at

Cutter bar

D. Paper Roller Release

Lever

To load a new paper roll into the Mobile 8100 paper compartment:

1. Open the paper compartment cover (A) by grasping the black cover on either side of the cutter bar (C) and pulling upwards.

2. Disengage the friction roller by pulling the paper load lever (B) towards the front of the terminal.

3. Release the paper roll by pressing the release lever (D) on the right hand side.

4. Remove the paper roll.

5. Place the new paper roll in the black printer cover (A) (this makes it easier to feed the paper under the roller) with the leading edge feeding from the bottom of the roll toward the front of the terminal.

6. Feed the leading edge of the paper under the paper roller (underneath (C), not visible on the diagram) until the paper comes out the top of the roller. Pull gently on the end of the paper to ensure it is straight in the roller.

7. Re-engage the paper roller by moving the paper load lever (B) towards the back of the terminal until it clicks.

8. Place the new paper roll in the paper well by pressing the release lever (D) and sliding the paper roll onto the left-hand spindle (the spindles will click back in place) then releasing the lever (D).

9. Close the cover (A).

10. Test the operation of the printer by pressing the paper feed key (

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Getting Started

1.4: Setting Up the Slow Charging Base

Figure 1.2: Ports on the back of the Mobile 8100 Charging Base

A. B. C.

Phone RS232 AC Power

Line Port Jack

1. Connect the power adaptor provided in the Mobile 8100 package to the AC Power Jack marked with a a (lightning bolt, see item C. on Figure 1.2: Ports on the back of the Mobile 8100 Charging Base) on the back of the charging base.

WARNING: You must use the exact AC power adaptor and

cable provided with the terminal by Moneris Solutions. Failure to do so may affect the operability of, or cause damage to the terminal and Moneris Solutions shall have no liability whatsoever for a failure to follow these instructions. Many adapters appear similar and will plug into the terminal but will not work properly.

2. Plug the other end of the power adaptor into a wall jack.

After unpacking it is important to provide an initial charge to the battery. This is required for the battery pack to reach full capacity quickly. See Section 4.1: Charging the Battery for instructions.

Refer to Section 2.1.8: Battery Pack for additional information on battery use and care.

4 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 2: About Your Terminal

The Mobile 8100 is a fully self-contained wireless terminal with an integrated printer. The terminal communicates with Moneris using a RF data network. This network is similar to that used for mobile phones except that it is for data only.

The terminal can be set-up to accept and process credit and debit transactions including:

•VISA

• MasterCard

• American Express (AMEX)

• Diners Club/enRoute

• Interac Direct Payment/Debit cards

Note: If you accept Debit cards, your terminal acts as a PINPad.

2.1: Terminal Components

Figure 2.1: The Mobile 8100 Terminal

A. Alphanumeric Keys B. Function Keys C. Display Screen D. Magnetic Stripe

Reader

E. Paper Print-out F. Paper Compartment G. CAN/ANN Key H. CORR Key I. OK/ENTER/ENTREE

Key

J. ADMIN Key K. Paper Feed Key

Not visible:

Navigation button Battery pack

Moneris Mobile 8100 Merchant Operating Manual v1.01 5

About Your Terminal

2.1.1: Keypad

The keypad has 18 keys described below, with backlighting:

KEY

ALPHANUMERIC KEYS

F1, F2, F3 B Use these keys to:

CAN/ANN G This red key:

CORR H This yellow key will either clear:

ITEM # ON

Figure 2.1:

A These keys allow you to enter:

EXPLANATION

• a numeric response to a prompt. The decimal automatically inserts on dollar amount entered. Example: $145.27 – enter 14527

• alphabetic characters. Press the number key containing the character then press the letter/character is displayed.

• select the function displayed on the screen above the key.

• scroll down, up or sideways when additional information is available.

• cancels the current transaction or report and returns the terminal to the idle prompt.

• the entire currently displayed value OR

• one character at a time of a value that has just been keyed in

ADMIN key until the desired

OK ENTER ENTREE

ADMIN J This blue key allows you to:

(Paper Feed)

I This green key allows you to:

• confirm user-entered data

• confirm default data

• select a menu item

Referred to in this document as

• access administrative functions

• select alphabetic and punctuation characters from the keyboard.

K This blue key advances 20mm of paper

through the integrated printer.

OK.

6 Moneris Mobile 8100 Merchant Operating Manual v1.01

About Your Terminal

2.1.2: Display Screen

The display screen (item C. on Figure 2.1: The Mobile 8100 Terminal) has a 4 line x 16 character LCD graphic display, with backlighting.

2.1.3: Navigation Button

Located on the left side of the terminal, the navigation button allows you to move through menus and select options.

PRESS THE NAVIGATION BUTTON...

towards the front of the terminal option displayed above

towards the back of the terminal option displayed above

straight in displays the next menu

RESULT

F1 is selected

F2 is selected

(i.e. the option displayed above

F3 is selected.)

ACTS LIKE PRESSING:

F1 

F2 

F3 

2.1.4: Magnetic Stripe Card Reader

Your terminal is equipped with a bi-directional magnetic stripe reader located immediately above the display (item D. on Figure 2.1: The Mobile 8100 Termi- nal). The magnetic stripe on the card should face down and to the rear of the terminal. The card should be swiped at uniform speed and pressure, ensuring that the card remains in contact with the bottom of the track throughout the entire swipe action.

2.1.5: SmartCard Reader

Your terminal is equipped with a SmartCard reader slot at the front of the terminal for future use.

2.1.6: Printer

The built-in-printer (located under item F. on Figure 2.1: The Mobile 8100 Terminal) is a high-speed (6 lines per second) thermal printer that can print graphics and

provides the following:

• Multiple receipts: One receipt is always printed. Follow the prompts to print a second copy. If you print more than one copy, the first copy is for your records, the second copy is the cardholder copy, the third copy is a duplicate cardholder copy.

• Reports of transactions, totals, etc.

IMPORTANT: Retain your copy of all approved Credit and Debit card

receipts for one year.

See section 1.3: Loading Paper for instructions on loading paper into the printer.

Moneris Mobile 8100 Merchant Operating Manual v1.01 7

About Your Terminal

2.1.7: RF Modem

The terminal is equipped with a 1xRTT modem for exchanging data over a 1xRTT wireless network.

2.1.8: Battery Pack

The Mobile 8100 is powered by a removable Ni-MH (Nickel Metal-Hydride) battery. The battery pack is accessed from the bottom of the terminal.

Note: Call the Moneris Help Desk to purchase additional batteries.

Under normal conditions of use:

• after a full charge the terminal is expected to provide 50 or more transactions before a recharge is required.

• the full charge time is 16 hours

Under exceptional conditions of use:

• the terminal has a “reserve” capacity that can be used in the event that more transactions are needed after the battery needs recharging (i.e. the printer begins slowing down).

Note: The print time for a transaction processed using “reserve” capacity

will be significantly longer.

• After extended use of the “reserve” capacity, the terminal will require additional charge time

• If the terminal has been inactive a number of weeks it may require another 16hour initial charge.

Battery Voltage Status

When the battery voltage:

• is becoming low, the printer slows down

• becomes low, the “battery low” sign is displayed

• becomes very low, the “battery low” sign flashes and the terminal doublebeeps

Tips for Conserving Battery Voltage

• Configure the Power Off Time (see section 5.1: Terminal Configuration ADMIN 08) to set the amount of time that the terminal will remain idle before

automatically powering off (while powered by the battery) in order to conserve battery power.

Note: The terminal will not power off when it is on the charging base.

• If you know you will not be using the terminal for a period of time longer than the power-off time, use ADMIN 00 to turn the terminal off and conserve battery power.

8 Moneris Mobile 8100 Merchant Operating Manual v1.01

About Your Terminal

2.1.9: Charging Base

Figure 2.2: The Mobile 8100 Charging Base

The battery charging base has a green LED that lights up when the battery is on the base and being charged.

See section 1.4: Setting Up the Slow Charging Base for instructions on setting up the slow charging base and section 4.1: Charging the Battery for instructions on using it.

There are two charging bases available for the Mobile 8100:

• Slow charging base

• Vehicle charging base

Slow Charging Base

This base takes approximately 16 hours to fully charge the Mobile 8100 battery, however it can be used to maintain the charge of the battery in between processing transactions. It receives power from a regular wall jack using the power adaptor provided.

Vehicle Charging Base

This is also a slow charging base, however this base must receive power from a 12VDC vehicle battery (i.e. hardwired into the vehicle’s battery) or through a cigarette lighter power adaptor.

2.1.10: Power Adaptor

The power adapter is used to provide power to the Slow Charging Base.

Use only the power adaptor supplied with your Mobile 8100 charging base. Many adaptors look similar and will connect to the Mobile 8100 charging base, but will not work properly. The wrong adaptor can cause unpredictable behaviour, poor charging and possibly damage to the base, battery and terminal.

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About Your Terminal

2.2: Equipment Care and Cleaning

• Clean the terminal with a soft cloth moistened with a mild detergent solution.

• Never spray cleaning solution directly onto the terminal as drips may enter the unit.

• Do not use Isopropyl Alcohol based cleaning products.

• Avoid spilling or spraying liquids on components.

• Do not expose components to adverse temperatures (below 5° or above 40° C) or other environmental conditions such as rain and snow.

• It is recommended that merchants obtain their POS stationery and paper rolls from Moneris to ensure that these supplies comply with the applicable specifications. Contact the Moneris Help Desk to obtain additional supplies for your terminal.

• For equipment failure contact the Moneris Help Desk (see page A.3.1: Termi- nal Problems).

• Any additional hardware accessories must be approved by the manufacturer of the terminal.

• You are responsible for any loss or damage to a terminal including fire, theft, breakage due to carelessness etc.

IMPORTANT: Misuse of equipment could result in replacement

liability. Please refer to your terminal lease agreement.

2.2.1: Battery Care and Handling

• Keep batteries out of the reach of children.

• Do not heat or throw batteries in a fire.

• Do not use in an airtight box.

• Do not use the battery or try to fix it if it is damaged or is leaking liquid.

10 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 3: Features and Procedures

3.1: Features

These features relate to the operation of the Mobile 8100 terminal.

• Backlighting on display and keypad

• Invoice Number entry

• Multiple Terminal Reporting

• Training Mode

• Balance Prompt during Close Batch

• Password Protection

These functions relate specifically to credit and debit transactions.

• Tip Entry by the cardholder on the terminal

• Tip Line printed on Pre-authorization receipts

• Signature Line on Credit Card Transactions

3.1.1: Backlighting on the Display and Keypad

This option allows for illumination of the display and keypad for use in low light conditions.

IMPORTANT: Using the backlight when operating on battery power

reduces the number of transactions the terminal can perform per battery charge.

3.1.2: Invoice Number Entry

This feature prompts the operator to enter an invoice number with every Credit and Debit card transaction. Any number used to reference individual transactions can be entered (e.g. invoice, sales order or purchase order number). The number entered will be printed on the receipt. If this feature is activated, the prompt appears for every transaction but can be bypassed by pressing OK.

3.1.3: Multiple Terminal Reporting

This features allows you to manage end-of-day processes, including Batch Totals and Close Batch for a number of terminals from one terminal.

Each terminal must be setup with a terminal name created using 1 to 6 numbers or letters. The same terminal name cannot be used on more than one terminal. You can identify up to 100 different terminal names (this would require 100 different terminals) for each Moneris Merchant ID.

3.1.4: Training Mode

The Mobile 8100 terminal is able to simulate financial transactions in “TRAINING MODE”. Transactions processed in training mode will NOT affect your cus-

Moneris Mobile 8100 Merchant Operating Manual v1.01 11

Features and Procedures

tomer’s accounts or your business accounts. Financial settlement does NOT occur for transactions processed while your terminal is in training mode.

3.1.5: Balance Prompt on Batch Close

This enables the Balanced? prompt during the batch close process and prints the balance status on the Batch Balance Report. Responding “Yes” to this prompt flags a closed batch transaction with an “Out of Balance” condition if there is a discrepancy between the terminal totals and the Moneris Host totals.

Note: This is for in-store reporting purposes only.

3.1.6: Password Protection

For security purposes, the Mobile 8100 terminal can be password protected to restrict access to all transactions, configuration and reporting functions.

Moneris recommends that password protection be enabled to help prevent unauthorized use of the terminal.

3.1.7: Tip Entry by Cardholder on the Terminal

This function enables the cardholder to key in a tip amount on the Mobile 8100 keypad during debit and credit transactions. During a purchase transaction the cardholder is prompted to enter a tip amount ($0.00 is a valid amount) after accepting the original amount. The customer receipt includes the subtotal amount, tip amount and total amount. This function eliminates the need to process PreAuthorizations followed by Advices (Pre-Auth Completions) for tip values on credit card transactions.

3.1.8: Tip Line Printed on Pre-Authorization Receipts

The features adds a tip line to the printed pre-authorization receipt for credit card purchase transactions.

Note: If Tip Entry is enabled, typically this is disabled because the tip amount

is entered on the terminal by the cardholder during the transaction.

3.1.9: Signature Line on Credit Card Transaction Receipts

This feature allows you to control whether the signature line will be printed on receipts for all Credit card transactions.

If enabled, the signature line is printed:

• on the merchant copy of purchase and refund correction receipts

• on the cardholder copy of refund and purchase correction receipts.

IMPORTANT: Merchants that process transactions in “card present”

environments must enable the signature line and have the appropriate signature on the receipt.

12 Moneris Mobile 8100 Merchant Operating Manual v1.01

3.2: Procedures

Features and Procedures

• Debit Cardholder Disputes.

• Code 10 Authorization.

• Securing Your Terminal.

• Stored Credit and Debit Transactions.

3.2.1: Debit Cardholder Disputes

Merchants should not attempt to resolve or compensate Debit cardholder disputed transactions. Direct the cardholder to their financial institution.

3.2.2: CODE 10 Authorization

If you feel that a customer, card or transaction is suspicious and needs investigating call the credit card authorization centre and ask for a Code 10. This will immediately alert the operator without alarming your customer. The operator will ask you some “YES/NO” questions and then provide instructions. Here are some examples of situations in which you would call for a Code 10.

• If the signature on the card and the signature on the POS receipt do not seem to match.

• If the card has been tampered with.

• If the name on the card is inconsistent with the person’s gender.

• If the customer is purchasing an unusual number of expensive items.

• If the customer’s purchases seem randomly selected, with little regard for size, quality or value.

• If the customer seems nervous, or signs slowly with uncertainty.

3.2.3: Securing Your Terminal

To minimize the risk of unauthorized transactions being processed through your terminal use a password and log the terminal off at the end of each business day.

• While configuring your terminal, enable a password that must be entered in order to begin any transaction or report. This will help prevent unauthorized operators from using the terminal.

• At the end of each business day, log the terminal OFF (after performing a CLOSE BATCH transaction). See Section 6.4: Logoff – ADMIN 03 for instructions. At the start of the next business day, log your terminal back on. See section 6.3: Logon – ADMIN 02 for instructions.

3.2.4: Stored Credit & Debit Transactions

Yo ur Mobile 8100 terminal can store 500 APPROVED Credit and Debit transaction records. When the terminal memory reaches capacity, the oldest transaction will be replaced by the newest transaction. If your terminal is replaced, the memory cannot be transferred to the replacement terminal and is therefore lost.

Moneris Mobile 8100 Merchant Operating Manual v1.01 13

Features and Procedures

14 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 4: Operating Your Terminal

The Mobile 8100 terminal enables operators to process credit and debit transactions anywhere they receive wireless communications coverage.

4.1: Charging the Battery

The terminal is powered by a Ni-MH (Nickel Metal Hydride) battery that attaches to the bottom of the terminal. The battery recharges while it is on the charging base and NOT in use.

The battery can be charged by itself or with the terminal attached to it.

1. If the terminal is attached, ensure that the battery is seated properly on the back of the terminal.

2. Place the battery on the charging base, ensuring that the metal contacts on the battery touch the metal contacts on the base.

3. The green light on the front of the base will light up when the battery is seated on the base properly and is being charged.

Note: If the terminal is attached to the battery on the base, the terminal will

power-up and remain on while the battery is being charged.

IMPORTANT: If you are charging the battery for the first time, it must

remain on the base for at least 16 hours in order to be fully charged.

Refer to Section 2.1.8: Battery Pack for more information on battery use and care.

4.2: Powering Up the Terminal

Press the OK key to power the terminal back up after it has powered off.

The modem powers up in off-line mode. It logs onto the network during the first transaction that is performed.

4.3: Powering Off the Terminal - ADMIN 00

Use this function to turn the terminal off and conserve battery power.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

CDMA SHUT DOWN

IN PROGRESS

Press

ADMIN.

Key in

The terminal is shutting down.

00 and press OK.

Process complete when the screen is blank.

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Operating Your Terminal

4.4: Understanding the Wireless Signal Status Symbols

The Mobile 8100 can only process transactions when the terminal is located within the coverage area of the wireless network.

WIRELESS STATUS SYMBOLS

Modem Offline and Terminal on the Charging Base

Bell Mobility

B. C.

SWIPE CARD OR

PURCH REF OTHR

Modem Online and Terminal off the Charging Base

Bell Mobility

Modem Online

SWIPE CARD OR

PURCH REF OTHR

Wireless Service Provider (item A. on the diagram):

This text indicates which wireless network the modem will connect to or is connected to already.

If a network has not been found, the text Network Search is displayed while the modem continues searching for a network.

Signal Strength (item B. on the diagram):

This symbol indicates the strength of the signal the modem is receiving. Each bar indicates a percentage of signal quality: 5%, 20%, 35%, 50%, 65%, 85%, 100%. This symbol only appears when the modem is NOT online.

Thunderbolt (item C. on the diagram):

This symbol (a) only appears when the terminal is on the charging base and the battery is being charged.

Modem Online (item D. on the diagram):

This text indicates that the modem has successfully connected to the wireless network and is ready to process transactions immediately.

16 Moneris Mobile 8100 Merchant Operating Manual v1.01

Operating Your Terminal

4.5: Selecting Display Language - ADMIN F1

The terminal has been configured to include both English and French language prompts. This Admin function toggles the terminal display language between English and French. You can switch languages before or after you log on.

Repeat this process to revert to English language prompts.

Before You Log On

TERMINAL DISPLAY OPERATOR'S ACTIONS

READY

PLEASE LOGON

ENTER ADMIN CODE

PRET

PRIERE D’ENTRER

Press

ADMIN.

Press

Process complete.

After You Log On

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

PASSER CART OU

ACHAT REM AUTR

Press

ADMIN.

Press

Process complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 17

Operating Your Terminal

4.6: Reprinting Transactions

There are three ways to reprint transaction receipts and reports:

• ADMIN F2 - Reprint Last Transaction (see section 4.6.1:)

•select REPRINT at the end of a transaction (see section 4.6.2:)

• ADMIN 66 - Transaction Inquiry (see section 6.10:)

When you reprint a transaction receipt or a report, the text “*DUPLICATE*” will be printed on the top, middle and bottom lines.

4.6.1: ADMIN F2

To print a copy of the most recently printed transaction receipt or report:

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

PRINTING

XXXXXXX

Press

ADMIN.

Press

The receipt or report is printed. XXXXXXX is replaced with the transaction type or report name.

Note: If the terminal memory is empty or the last

transaction or report cannot be reprinted, the terminal will display

NOTHING TO

PRINT FROM LAST TRANS.

Press CAN to return to the idle prompt.

SWIPE CARD OR

PURCH REF OTHR

Process complete.

4.6.2: Select REPRINT

To print a copy of the most recently printed transaction receipt immediately after the transaction is complete:

TERMINAL DISPLAY OPERATOR'S ACTIONS

SELECT

REPRINT EXIT

PRINTING

XXXXXXX

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Press

F1.

The duplicate receipt or report is printed. XXXXXXX is replaced with the transaction type or report name

Press

F3 to complete the transaction.

Process complete.

18 Moneris Mobile 8100 Merchant Operating Manual v1.01

4.7: Navigating the Menus

To process a transaction on the Mobile 8100, the operator must select the transaction from a menu or sub-menu beginning at the idle prompt (SWIPE CARD OR).

4.7.1: Idle Prompt

From the idle prompt...

...you can access the terminal transaction features and functions by using the Function keys (F1, F2 and F3).

To begin a Purchase from the idle prompt...

•Press the F1 key OR

• Swipe the customer’s card.

Operating Your Terminal

SWIPE CARD OR

PURCH REF OTHR

F1 F2 F3

The Purchase screen appears...

PURCHASE

... and a Purchase transaction is initiated. See section 7.1: Purchase for credit transactions and 8.1: Purchase for debit transactions.

To begin a Refund from the idle prompt...

•Press the F2 key.

The Refund screen appears...

REFUND

...and a Refund is initiated. See section 7.3: Refund for credit transactions and 8.3: Refund for debit transactions.

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Operating Your Terminal

4.7.2: Pre-Auth Menu

To access the Pre-Auth menu from the idle prompt:

•Press the F3 key.

The Pre-Auth menu screen appears...

•Press the F1 key to initiate a Pre-Authorization (PAUTH) transaction. (See section 7.5: Pre-Authorization for further instructions.)

•Press the F2 key.to initiate an Advice (ADV) transaction. (See section 7.6:

Pre-Authorization Completion (Advice) from the SAME BATCH and 7.7: PreAuthorization Completion (Advice) from a PREVIOUS BATCH for further

instructions.)

•Press the F3 key to display the Correction menu.

4.7.3: Correction Menu

SWIPE CARD OR

PAUTH ADV OTHR

F1 F2 F3

To access the Correction menu:

•Press the F3 key.

The Correction menu screen appears...

•Press the F1 key to initiate a Purchase Correction (PCOR) transaction. See section 7.2: Purchase Correction for credit transactions and 8.2: Purchase Correction for debit transactions.

•Press the F2 key.to initiate a Refund Correction (RCOR) transaction. See section 7.4: Refund Correction for credit transactions and 8.4: Refund Correction for debit transactions.

•Press the F3 key to return to the idle prompt.

4.8: Correcting Data Entry Errors

If you make an error while entering data on the keypad, press the CORR key to erase the information one character at a time and then re-enter it. To delete the complete entry and return to the previous data entry field, press the CAN key.

SWIPE CARD OR

PCOR RCOR OTHR

F1 F2 F3

20 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 5: Configuring Your Terminal

Before you begin using your Mobile 8100 terminal to process transactions, you must power up your terminal and then configure it, inputting any special values and parameters needed for the options you wish to use.

Refer to CHAPTER 3: Features and Procedures to determine what features and functions you wish to enable during configuration.

Note: Some features may require additional services from the Moneris Host.

Please contact your sales representative

When you have finished configuring your terminal, print a Configuration Parameters report (see section 5.4: Print Configuration Parameters – ADMIN 16 for instructions) and keep it in a safe place for reference in the event you need to reconfigure your terminal.

5.1: Terminal Configuration - ADMIN 08

• To chose a specific setting, press F1 or F3 to select the setting displayed above the key.

• To key in a different value, press CORR then key in the new value.

• To keep the current setting, simply press OK.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

TERMINAL CONFIG

ENTER PASSWORD

BACKLIGHT?

ON OFF

PREAUTH TIP LINE YES NO

Press

ADMIN.

Key in

Enter your password (if enabled) and press OK.

Press

Press F3 to turn the display screen light OFF.

Press zation receipts.

Press

08 and press OK.

F1 to turn the display screen light ON.

Note: Using the backlight when operating on

battery power reduces the number of transactions the terminal can perform on a battery charge.

F1 to print a TIP LINE on credit pre-authori-

F3 to turn off printing of a tip line.

Note: If Tip Entry is enabled, the Pre-Auth Tip

Line is not necessary as the tip amount can be entered by the customer on the terminal during a transaction.

Moneris Mobile 8100 Merchant Operating Manual v1.01 21

Configuring Your Terminal

TERMINAL DISPLAY OPERATOR'S ACTIONS

ENABLE TIP ENTRY YES NO

CREDIT SIGN LINE YES NO

INVOICE NUMBERS? YES NO

BALANCE PROMPTS? YES NO

PURCHASE CARD ON YES NO

POWER OFF TIME05To accept the number of minutes displayed (default

F1 to prompt the Cardholder for tip entry on

Press the keypad.

F3 to turn TIP ENTRY off.

Press

F1 to print a signature line on credit receipts.

Press Press

F3 to turn off the printing of a signature line

on credit receipts.

Note: The Credit Signature MUST be turned on

if transactions are performed in a “card present” environment.

Press

F1 to enable the Invoice Number prompt

during transactions.

F3 to disable the Invoice Number prompt.

Press

F1 to enable the Totals Balanced? prompt

during the Close Batch transaction.

F3 to disable the Balanced? prompt.

Press

FEATURE NOT CURRENTLY AVAILABLE.

OK to LEAVE OFF.

Press

value = 05), press To change the setting, enter the desired number of

minutes (min = 01, max = 10) and press If this value = 00, the terminal will NOT time-out.

Note: The lower the value, the more this feature

helps to conserve battery power.

OK.

NUMBER OF COPIES2To accept the displayed value (default value = 2),

OK.

press To change the number of receipts to be printed,

enter the desired number of copies (min = 1,

OK.

F1 for

PASSWORD PROTECT YES NO

SWIPE CARD OR

PURCH REF OTHR

max = 3) and press

Note: If the number of copies is greater than 1,

the first copy is the Merchant copy, the second copy is the cardholder copy and the third copy is a Duplicate copy.

To display the Enter Password prompt on all transactions and administrative functions, press YES.

Process complete.

22 Moneris Mobile 8100 Merchant Operating Manual v1.01

5.2: PPP Configuration - ADMIN 45

This function sets up the parameters for communicating with the wireless network.

These parameters must be entered before attempting to process transactions and ADMIN functions that require the terminal to communicate with the Moneris Host.

• To scroll up, press F1

• To scroll down, press F2

• To select the highlighted option, press OK.

• To key in alphabetic character and punctuation, see section 2.1.1: Keypad for instructions.

TERMINAL DISPLAY OPERATOR'S ACTIONS

Configuring Your Terminal

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

PPP CONFIG

ENTER PASSWORD

PPP CONFIG

SET SERVER IP

SET SERVER PORT

SET APN

ENTER TARGET IP

OK - VALID ENTRY

PPP CONFIG

SET SERVER IP

SET SERVER PORT

SET APN

Press

ADMIN.

45 and press OK.

Enter

Enter your password (if enabled) and press OK.

OK to select SET SERVER IP.

Press

Note: This menu times out in 60 seconds and

the terminal returns to the idle prompt.

Key in the Moneris Host IP address and press

Note: Periods are automatically entered in this

field.

If you have keyed in a new address, this prompt appears.

OK to return to the PPP CONFIG menu.

Press

F1 then OK to select SET SERVER PORT.

Press

OK.

ENTER IP PORT

(0-65535)

ENTER IP PORT

OK - VALID ENTRY

Key in the port number and press

OK to return to the PPP CONFIG menu.

Press

OK.

Moneris Mobile 8100 Merchant Operating Manual v1.01 23

Configuring Your Terminal

TERMINAL DISPLAY OPERATOR'S ACTIONS

PPP CONFIG

SET SERVER PORT

SET APN

PRINT PPP CONFIG

ENTER APN Key in the Moneris Access Point Name and press

APN SET

XXXXXXXXXXXXXXX

PPP CONFIG

SET APN

PRINT PPP CONFIG

SET SERVER IP

PRINTING Please wait while the PPP SETTINGS report prints

Press

F1 then OK to select SET APN.

OK.

Note: You must manually enter the periods in

the APN in this field.

“XXXX...” is the Access Point Name you just keyed in.

If it is correct, press FIG menu.

If not, press

Press

a list of the communications settings.

CORR and key in the APN correctly.

F1 then OK to select PRINT PPP CONFIG.

OK to return to the PPP CON-

PPP CONFIG

PRINT PPP CONFIG

SET SERVER IP

SET SERVER PORT

SWIPE CARD OR

PURCH REF OTHR

CAN/ANN to return to the idle prompt.

Press

Process complete.

24 Moneris Mobile 8100 Merchant Operating Manual v1.01

5.3: Multiple Terminal Setup – ADMIN 80

This function allows you to enable Multi-terminal Reporting. which allows you to close batches and print totals reports for a group of terminals from one terminal.

Multi-terminal Reporting is composed of two functions:

• Multiple Terminal Batch Closing allows you to close, by Terminal Name, any terminals associated with the same Merchant Number as the terminal on which you are performing the Close Batch.

• Multiple Terminal Deposit Totals allows you to obtain deposit totals, by Terminal Name, for any terminals associated with the same Merchant Number as the terminal on which you are performing the Close Batch.

In order to process a close batch for a group of terminals you must have:

• more than one terminal associated with your merchant number

• a unique name associated with each terminal

• each terminal set up to allow Close by ADMIN 99.

5.3.1: Enable Multi-terminal Transactions

Configuring Your Terminal

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

MULTI TERM TRANS

ENTER PASSWORD

MULTI TERM TRANS YES NO

If you selected

MERCH TERM NAME

F1 (Yes) the following prompt appears:

Press

ADMIN.

Enter

80 and press OK.

Enter your password (if enabled) and press OK.

Select Select

this terminal and set this terminal’s Terminal Name to spaces.

Key in the terminal name and press section alphabetic characters.)

If a terminal name is displayed and you wish to keep it, press

If a terminal name is displayed and you wish to change it, press press

F1 to enable Multi-terminal Reporting. F2 to disable Multi-terminal Reporting on

2.1.1: Keypad for instructions on entering

OK.

CORR, key in the new name and

OK.

Note: A maximum of 100 names can be

associated with a Merchant Number.

OK. (Refer to

CLOSE BY ADMN 99 YES NO

Press

F1 to allow this terminal to be closed by

another terminal using the Multiple Terminal Report (ADMIN 85).

Moneris Mobile 8100 Merchant Operating Manual v1.01 25

Configuring Your Terminal

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

Process complete.

5.3.2: Managing Terminal Names

A maximum of 100 terminal names can be associated with a Merchant Number.

While terminal names must be unique, if they begin with the same character or same set of characters, they can be closed as a group.

For example, if you have 5 terminals named A112, A113, A223, B134 and B145 you can close them all from one terminal:

• individually by name

• by group prefix:

• Group Prefix A (includes only terminals A112, A113 and A223)

• Group Prefix

• all at once.

A1 (includes only terminals A112 and A113) B1 (includes only terminals B134 and B145)

5.4: Print Configuration Parameters – ADMIN 16

You can review the current terminal configuration settings by printing a report from the terminal, rather than scrolling through all the screens. A configuration report is printed listing the current settings for all configurable options.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

PRT PARAMS LIST

ENTER PASSWORD

PRINTING The transaction is in progress, please wait.

SWIPE CARD OR

PURCH REF OTHR

IMPORTANT: As a precaution we suggest you perform the ADMIN

16 function once your terminal is set up and store the print-out in a safe location for future reference.

Press

ADMIN.

Enter

16 and press OK.

Enter your password (if enabled) and press OK.

Process complete.

26 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 6: Administrative Functions

Administrative functions allow you to manage and configure the features on your Mobile 8100 terminal. These include daily functions such as logging on and off, producing reports and processing end-of-day settlement and occasional functions such as Host Initialization.

6.1: Accessing Admin Functions

The blue ADMIN key allows you to access administrative functions and to select alpha characters from the keyboard. For a detailed description of Admin functions refer to the sub-section for that function in this chapter.

To access an Admin function:

1. Press the ADMIN key.

2. Key in the 2-digit Admin Code.

3. Press OK. The terminal may ask you to ENTER PASSWORD (if enabled).

4. Key in the Password and press OK.

ADMIN CODES (BY CODE): ADMIN CODES (BY FUNCTION):

00 Power off the terminal Change Password 12

01 Initialization Close Batch/Balance 99

02 LOGON Deposit Totals Inquiry 77

03 LOGOFF Initialization 01

05 Training Mode LOGOFF 03

08 Terminal Configuration LOGON 02

12 Change Password Multiple Terminal Report 85

16 Print Configuration/Parameters Multiple Terminal Setup 80

40 Print Help List Power off the terminal 00

44 RF Status PPP Communications Configuration 45

45 PPP Communications Configuration Print Configuration/Parameters 16

60 Print Stored Transactions Print Help List 40

66 Transaction Inquiry Print Stored Transactions 60

77 Deposit Totals Inquiry RF Status 44

80 Multiple Terminal Setup Terminal Configuration 08

85 Multiple Terminal Report Training Mode 05

99 Close Batch/Balance Transaction Inquiry 66

Moneris Mobile 8100 Merchant Operating Manual v1.01 27

Administrative Functions

The ADMIN key can also be used with two of the Function keys:

ADMIN CODES (BY FUNCTION KEY):

F1 Change Display Language Change Display Language F1

F2 Reprint Last Receipt/Report Reprint Last Receipt/Report F2

6.2: Initialization – ADMIN 01

ADMIN 01 establishes the initial communication link between your terminal and

Moneris. It is not necessary to perform this function on a daily basis, however, from time to time you may be requested to re-initialize your terminal.

6.2.1: First Initialization

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

INITIALIZATION ENTER PASSWORD

ADMIN CODES (BY FUNCTION):

Press

ADMIN.

Key in

Enter your Password (if enabled) and press OK.

01 and press OK.

ENTER MERCH ID

Please Wait, Processing

PLEASE LOGON

READY

Key in your Moneris merchant ID and press

Transaction in progress, please wait.

Refer to

Section 6.3: Logon – ADMIN 02.

OK.

28 Moneris Mobile 8100 Merchant Operating Manual v1.01

Administrative Functions

6.2.2: Re-Initialization

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

INITIALIZATION ENTER PASSWORD

RETAIN SETTINGS? YES NO

Please Wait, Processing

CLEAR STORAGE?

YES NO

PLEASE LOGON

6.3: Logon – ADMIN 02

The terminal should be logged on to the Moneris Host at the beginning of each business day or shift. The terminal keeps a batch balance for the period.

READY

Press

ADMIN.

Key in

Enter your Password (if enabled) and press OK.

Press

The terminal communicates with the Moneris Host.

Press in terminal’s memory.

Press held in terminal’s memory.

Process complete. Refer to

01 and press OK.

F1 to retain values previously entered.

F1 to clear stored financial transactions held

F3 to retain stored financial transactions

Section 6.3: Logon – ADMIN 02.

ADMIN 02 is required in the following instances:

• When your terminal is first set-up.

• To LOGON to your terminal when it has been LOGGED OFF.

• Whenever your terminal is re-initialized.

IMPORTANT: The password is always required to LOGON.

TERMINAL DISPLAY OPERATOR'S ACTIONS

READY

PLEASE LOGON

ENTER ADMIN CODE

LOGON

ENTER PASSWORD

Please Wait, Processing

SWIPE CARD OR

PURCH REF OTHR

Press

ADMIN.

Key in

Key in your Password and press

The terminal communicates with the Moneris Host.

Process complete.

02 and press OK.

OK.

Note: The text Modem Online appears in

the top right corner of the display screen.

Moneris Mobile 8100 Merchant Operating Manual v1.01 29

Administrative Functions

6.4: Logoff – ADMIN 03

The terminal should be logged off the Moneris Host at the end of each business day or shift. Typically this would be done after a Close Batch transaction has been performed. Once the terminal is logged off, you can no longer process transactions (until the terminal is logged on again).

IMPORTANT: The password is required to LOGON again.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

LOGOFF

ENTER PASSWORD

Please Wait, Processing

READY

PLEASE LOGON

6.5: Training Mode – ADMIN 05

Training mode is used to train employees how to operate the terminal in a simulated environment on Credit and Debit card transactions. Training mode can only be accessed if your terminal has been configured, initialized and logged on.

IMPORTANT: Transactions processed in training mode will NOT

affect customer or merchant accounts. Once training has been completed, Training Mode must be “exited” or live transactions will not be authorized and no funds will be transferred. The terminal is ready for regular customer transactions ONLY when the terminal display reads

ADMIN.

Press

Key in

Enter your Password (if enabled) and press OK.

Transaction in progress, please wait.

Process complete. Refer to

03 and press OK.

Section 6.3: Logon – ADMIN 02.

SWIPE CARD

Changes to note when the terminal is in Training Mode:

• The idle prompt displays TRAIN SWIP CRD rather than SWIPE CARD.

• All receipts for transactions performed in Training Mode have the text “*TRAINING*” printed at the top, middle and bottom of the receipt.

• During financial training transactions, the “$” is replaced with an “*”.

• The password for training transactions is always “12345”.

The following transactions can NOT be performed in Training Mode:

• Initialization (Admin 01)

• Logon (Admin 02)

• Logoff (Admin 03)

• Configuration (Admin 08)

30 Moneris Mobile 8100 Merchant Operating Manual v1.01

Administrative Functions

• Change password (Admin 12)

• any Multiple Terminal configuration or reporting (Admin 80 and 85)

6.5.1: To Enter Training Mode

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

TRAINING

ENTER PASSWORD

CLEAR TRAINING

TOTALS? YES NO

TRAIN SWIP CRD

PURCH REF OTHR

IMPORTANT: Ensure that you EXIT training mode prior to processing

real customer transactions.

Press

ADMIN.

Key in

Enter your password (if enabled) and press OK.

Press memory.

Press ory.

Process complete.

The device may now be used to simulate Credit and Debit transactions. The transactions will not be captured and there will not be any financial impact to your account.

05 and press OK.

F2 to clear all transactions in the training

F3 to retain transactions in the training mem-

Note: The prompt has changed to:

TRAIN SWIP CRD

Note: The Training password is always 12345

regardless of what the Password has been set to in ADMIN 12.

6.5.2: To Exit Training Mode

TERMINAL DISPLAY OPERATOR'S ACTIONS

TRAIN SWIP CRD

PURCH REF OTHR

ENTER ADMIN CODE

TRAINING

ENTER PASSWORD

SWIPE CARD OR

PURCH REF OTHR

Moneris Mobile 8100 Merchant Operating Manual v1.01 31

Press

ADMIN.

Key in

Enter the Training password (12345) and press

05 and press OK.

OK.

Process complete.

Note: The prompt has changed BACK to:

SWIPE CARD OR

Real customer transactions WILL NOW be authorized and funds WILL NOW be transferred based on these transactions.

Administrative Functions

6.6: Change Password – ADMIN 12

This admin function sets the password. The password can be 4 to 8 numeric digits. Do NOT set the password to “12345”. This is the password used in Training Mode and it should not be used to restrict access to live transactions.

IMPORTANT: If you are setting the terminal up for the first time, you

must use this function to change the default password before attempting to process any transactions or ADMIN functions.

If PASSWORD PROTECT is enabled in ADMIN 08 (see section 5.1: Terminal Configuration - ADMIN 08), this password is required to access all transactions

and ADMIN functions.

If PASSWORD PROTECT is disabled in ADMIN 08 (see section 5.1: Terminal Configuration - ADMIN 08), this password is still required to perform a LOGON transaction, to change the password and perform Multi-terminal Reporting (if enabled).

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

CURRENT PASSWORD

NEW PASSWORD Enter the new password (min. 4, max. 8 numeric

REPEAT NEW PSWD Enter the new password again to confirm that it

SWIPE CARD OR

PURCH REF OTHR

Press

Key in

Enter the current password and press

digits) and press

was entered correctly the first time and press

Process complete.

6.7: Printing a Help List – ADMIN 40

Prints a list of the terminal administrative functions.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

Press

Key in

ADMIN.

12 and press OK.

OK.

ADMIN.

40 and press OK.

PRINT HELP LIST

ENTER PASSWORD

PRINTING Transaction in progress, please wait.

SWIPE CARD OR

PURCH REF OTHR

Enter your password (if enabled) and press OK.

Process complete.

32 Moneris Mobile 8100 Merchant Operating Manual v1.01

6.8: RF Status - ADMIN 44

This function takes the modem off-line in order check the strength of the signal the terminal is receiving from the wireless network.

TERMINAL DISPLAY OPERATOR'S ACTIONS

Administrative Functions

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

RF STATUS

ENTER PASSWORD

Please Wait, Closing Network

SWIPE CARD OR

PURCH REF OTHR

Press

ADMIN.

Key in

Enter your password (if enabled) and press OK.

Transaction in progress, please wait.

Process complete.

The terminal will reconnect to the wireless network at the beginning of the next transaction that requires communication with the Moneris Host.

44 and press OK.

Note: The signal strength symbol appears in the

top right corner of the display screen.

Moneris Mobile 8100 Merchant Operating Manual v1.01 33

Administrative Functions

6.9: Print Stored Transactions - ADMIN 60

Use this function to print a list of all APPROVED (successful) transactions by date or by batch number as well as transaction type totals for all card types and grand totals by transaction type.

Note: The terminal’s memory retains up to 500 transactions. When capacity

is reached, the oldest transaction drops from memory. If your terminal is replaced, its memory is NOT transferred to the replacement terminal. This will have no financial impact on your business bank account.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

PRT STORED TRANS

ENTER PASSWORD

SELECT BY:

BATCH DATE

F1 was selected for a listing of transactions in a specific batch:

ENTER BATCH

NUMBER

F3 was selected for a listing of transactions on a specific date:

ENTER DATE

(YY)MMDD

PROCESSING

PRINTING

Press

ADMIN.

Enter

60 and press OK.

Enter your password (if enabled) and press OK.

Press

F1 for a list of transactions in a specific

batch.

F3 for a list of transactions that occurred on

Press a specific date.

Key in the batch number and press OK. For the current open batch just press

Enter date (YY)MMDD (YY is optional) and press

OK.

For the current date, just press

Keep the stored transaction printout for your files. The terminal returns automatically to the idle

prompt.

OK.

SWIPE CARD OR

PURCH REF OTHR

Process complete.

34 Moneris Mobile 8100 Merchant Operating Manual v1.01

6.10: Transaction Inquiry – ADMIN 66

Use this function to view or print details of a transaction or transactions by card type, number, amount, transaction code or date. If more than one transaction fits the selected criteria (see below for criteria codes), the results are displayed or printed in chronological order.

IMPORTANT: To enter alphabetic characters as search criteria, press

the number key containing the character then press the ADMIN key until the desired character is displayed.

TERMINAL DISPLAY OPERATOR'S ACTIONS

Administrative Functions

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

TRANSAC INQUIRY

ENTER PASSWORD

ENTER CARD TYPE

ENTER CARD

NUMBER

ENTER AMOUNT

ENTER TRANS CODE

ENTER DATE

(YY)MMDD

ADMIN.

Press

Key in

Key in your password (if enabled) and press OK.

Key in a Card Type code and press Press

See below for criteria codes.

Enter a card number and press Press

Key in a transaction amount and press OR Press

Key in a Transaction Type code and press Press

See below for criteria codes.

Key in a date and press Press

66 and press OK.

OK OR

OK to include all card types.

OK OR

OK to include all card numbers.

OK.

OK to include transactions of any amount.

OK OR

OK to include all transaction types.

OK OR

OK to include all dates.

PRINT DISPLAY

F1 (print) was pressed:

PRINTING The list of matching transactions is printed and the

F3 (display) was pressed:

START OF RECORDS The first matching transaction is displayed.

Press

F1 to print the list of matching transactions.

Press

F3 to view matching transactions on the dis-

play screen.

terminal returns automatically to the idle prompt.

F1 to scroll down through the list.

Press Press

F2 to scroll up through the list.

Press

F3 to view additional information about the

displayed transaction.

Moneris Mobile 8100 Merchant Operating Manual v1.01 35

Administrative Functions

TERMINAL DISPLAY OPERATOR'S ACTIONS

END OF RECORDS The terminal has displayed all matching transac-

tions. Press

CAN to return to the idle prompt

SWIPE CARD OR

PURCH REF OTHR

Process complete.

6.10.1: Search Criteria Codes

Card Type Codes

Use these codes to select a specific card type when performing a Transaction Inquiry (Admin 66)

CARD TYPE ENTER...

Debit D

Visa V

MasterCard M

Diners Card DI

American Express A

enRoute E

Transaction Type Codes

Use these codes to select a specific transaction type when performing a Transaction Inquiry (Admin 66)

TRANSACTION TYPE

Purchase P AC

Refund R R

Pre-Auth PA PA

Advice A A

Purchase Correction PC CA

Refund Correction RC CR

IF THE TERMINAL DISPLAY IS:

ENGLISH FRENCH

36 Moneris Mobile 8100 Merchant Operating Manual v1.01

Administrative Functions

6.10.2: Displayed Transactions

The first screen of information about a matching transaction contains the card number (NNNNNNNNNN), the transaction code (tt), the card type code (cc) and the transaction amount ($nnnnnn.nn):

First

Screen

NNNNNNNNNNNNNNNNNN

tt cc $nnnnnn.nn

The second screen of information about a matching transaction (reached by pressing F3) contains the credit or account type code (pp), the Auth # (AAAAAA), the original sequence number (sss-sss), the credit expiry date (MMYY) or a blank for debit transactions, and the date and time the transaction was processed (mmdd/ hhmm):

Second

Screen

ppAAAAAA sss-sss

MMYY mmdd/hhmm

The third screen of information about a matching transaction (reached by pressing F3) contains the invoice number (IIIIII) and only appears if the invoice number prompt has been enabled and a value was entered at the prompt during the transaction:

Third

Screen IIIIII

Moneris Mobile 8100 Merchant Operating Manual v1.01 37

Administrative Functions

38 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 7: Processing Credit Card

Transactions

The terminal electronically authorizes and captures credit transactions. These transactions are settled with the merchant account during the Batch Close process. The functionality for completing a purchase will vary depending upon how the terminal has been configured.

IMPORTANT: The instructions in this manual assume that

password protection and the invoice number prompt have been enabled. These steps are shaded to indicate that they are optional.

This section includes instructions on performing the following transactions:

• Purchases

• Purchase Corrections

• Refunds

• Refund Corrections

• Pre-authorized Credit Purchases

• Pre-authorization Completions

Note: Before you begin a financial transaction, the terminal must be logged

on (refer to section

Additional options that affect credit transactions:

• password: shaded and noted as “(if enabled)” in instructions

• invoice number: shaded and noted as “(if enabled)” in instructions

• tip entry (see section 7.8: Purchase with Tip Entry for instructions)

6.3: Logon – ADMIN 02 for instructions).

Moneris Mobile 8100 Merchant Operating Manual v1.01 39

Processing Credit Card Transactions

7.1: Purchase

This transaction electronically authorizes and captures Credit card purchases. Settlement to your business account occurs electronically for all CLOSED batches.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE

ENTER PASSWORD

9999999999999999

INVOICE NUMBER

PURCHASE

ENTER AMOUNT

Please Wait, Processing

APPROVED

######

PRESS ENTER FOR

NEXT COPY

Swipe the customer card.

Note: See section 7.9: Manual Entry of a

Credit Card for Purchase

instructions on keying in a credit card number for a Purchase transaction.

Enter your password (if enabled) and press OK.

The card number of the card you swiped appears on the display (99999...).

Enter an Invoice Number (if enabled) and press

for

OK.

Enter the amount of the purchase and press

Transaction in progress, please wait.

No operator action required. The Merchant copy of the receipt is printed. Have the cardholder sign this copy.

Tear off the merchant copy of the receipt and have the cardholder sign it.

Press

OK to print the Cardholder copy.

OK.

PRINTING PURCHASE

APPROVED

######

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Give the Cardholder copy to your customer and keep the signed Merchant copy for your records.

Press

OK.

Press

F1 for an additional copy of the receipt.

Press

F3 to end transaction.

Transaction complete.

40 Moneris Mobile 8100 Merchant Operating Manual v1.01

7.2: Purchase Correction

You can correct a credit purchase transaction processed in the current batch on the same terminal.

You must process this correction transaction on the same day in the same batch as the original (incorrect) purchase and it must be for the full value of the original (incorrect) purchase.

To complete the sale, process another Purchase transaction for the correct amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS

Processing Credit Card Transactions

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

SWIPE CARD OR

PCOR RCOR OTHR

PURCHASE CORRECT

ENTER PASSWORD

PURCHASE CORRECT

SWIPE CARD

9999999999999999

INVOICE NUMBER

ENTER ORIGINAL

AUTH NUMBER

PURCHASE CORRECT

ENTER AMOUNT

Please Wait, Processing

F3 to select OTHR.

Press

F3 to select OTHR.

Press

F1 to select PURCHASE CORRECTION.

Enter your password and press

Swipe the customer card.

Enter the Invoice Number (if enabled) listed on the original receipt and press

Enter the 6-digit AUTH# from the Purchase receipt and press

Enter the amount of the original purchase and press

Transaction in progress, please wait.

OK.

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

PURCHASE CORRECT

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

No operator action required. The Merchant copy of receipt is printed. You, the merchant, sign this copy.

OK to print the Cardholder copy.

Press

Give the Cardholder copy to your customer and keep the signed Merchant copy for your records.

Press

OK.

Press

F1 REPRINT for a third printout of receipt.

Press

F3 EXIT to end transaction.

Transaction complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 41

Processing Credit Card Transactions

7.3: Refund

This transaction allows you to perform a refund for any credit purchase, regardless of the batch or terminal on which the original transaction was processed. The refund can be for the full or partial value of the original purchase amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

REFUND

ENTER PASSWORD

REFUND

SWIPE CARD

9999999999999999

INVOICE NUMBER

ENTER ORIGINAL

AUTH NUMBER

REFUND

ENTER AMOUNT

Please Wait, processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

F2 to select REF (REFUND).

Press

Enter your password and press

Swipe the customer card.

Enter the Invoice Number (if enabled) from the Purchase receipt and press

Enter the authorization number from the original receipt and press

Enter amount to be refunded and press

Transaction in progress, please wait.

No operator action required. The Merchant copy of the receipt is printed. You, the merchant, sign this copy.

OK to print the Cardholder copy.

Press

OK.

PRINTING

REFUND

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Give the Cardholder copy to your customer and keep the signed Merchant copy for your records.

Press

OK.

Press

F1 REPRINT for a third printout of receipt.

Press

F3 EXIT to end transaction.

Transaction complete.

42 Moneris Mobile 8100 Merchant Operating Manual v1.01

7.4: Refund Correction

You can correct a credit refund transaction processed in the current batch on the same terminal.

You must process this correction transaction on the same day in the same batch as the original (incorrect) refund and it must be for the full value of the original (incorrect) refund.

To complete the refund, process another Refund transaction for the correct amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS

Processing Credit Card Transactions

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

SWIPE CARD OR

PCOR RCOR OTHR

REFUND

ENTER PASSWORD

REFUND CORRECT

SWIPE CARD

9999999999999999

INVOICE NUMBER

ENTER ORIGINAL

AUTH NUMBER

REFUND CORRECT

ENTER AMOUNT

Please Wait, Processing

Press

F3 to select OTHR.

Press

F3 to select OTHR.

F2 to select REFUND CORRECTION.

Press

Enter your password and press

Swipe the customer card.

Enter the Invoice Number (if enabled) and press

OK.

Enter the 6-digit AUTH# from the Refund receipt and press

Enter the amount of the original refund and press

OK.

Transaction in progress, please wait.

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

REFUND CORRECT

APPROVED

000000

SELECT

REPRINT EXIT

No operator action required. The Merchant copy of the receipt is printed. Have the cardholder sign this copy.

Press

OK to print the Cardholder copy.

Give the Cardholder copy to your customer and keep the signed Merchant copy for your records.

Press

OK.

F1 REPRINT for a third printout of receipt.

Press Press

F3 EXIT to end transaction.

Moneris Mobile 8100 Merchant Operating Manual v1.01 43

Processing Credit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

7.5: Pre-Authorization

Use this transaction to obtain authorization for a purchase transaction where the final dollar value of the transaction is unknown. (e.g.) In a restaurant environment, a tip may be added. This function provides authorization ONLY and does not CAPTURE the transaction for deposit. Moneris will capture the final purchase amount when a Pre-authorized Completion transaction is performed.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

PREAUTHORIZATION

ENTER PASSWORD

PREAUTHORIZATION

SWIPE CARD

Transaction complete.

F3 to select OTHR.

Press

F1 to select PRE-AUTHORIZATION.

Press

Enter your password (if enabled) and press OK.

Swipe the customer’s Credit card.

9999999999999999

INVOICE NUMBER

PREAUTHORIZATION

ENTER AMOUNT

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

PREAUTHORIZATION

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Enter the Invoice Number (if enabled) and press

OK.

Enter amount to be pre-authorized and press

Transaction in progress, please wait.

No operator action required. The Merchant copy of the receipt is printed. Have the cardholder sign this copy.

OK to print the cardholder copy.

Press

Give the Cardholder copy to your customer and retain the SIGNED Merchant copy for your records.

OK.

Press

F1 REPRINT for a third printout of receipt.

Press

F3 EXIT to end transaction.

Transaction complete.

OK.

44 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Credit Card Transactions

7.6: Pre-Authorization Completion (Advice) from the SAME BATCH

This function completes a pre-authorization purchase processed on the terminal in a closed batch. This function captures the transaction for settlement.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

ADVICE

ENTER PASSWORD

FIND ORIGINAL?

YES NO

ENTER SEQUENCE # OF ORIGINAL TRAN

9999999999999999

OK TO CONTINUE

OLD $#.##

ENTER NEW AMOUNT

Please Wait, Processing

APPROVED

000000

Press

F3 to select OTHR.

F2 to select ADVICE.

Press

Enter your password (if enabled) and press OK.

Press

F1 YES to find the original transaction.

Enter the last 6 digits of the RCPT # on the Preauthorization receipt and press

If the correct Credit card number is displayed,

OK.

press

Enter the final amount of the transaction (including tip amount if any) and press

Transaction in progress, please wait.

No operator action required. The Merchant copy of receipt is printed.

OK.

PRESS ENTER FOR

NEXT COPY

PRINTING

ADVICE

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Press

OK to print the Cardholder copy.

Retain this Merchant copy with the Merchant copy of the original Pre-Auth transaction for your records.

Press

OK.

Press

F1 REPRINT for a third printout of receipt.

Press

F3 EXIT to end transaction.

Transaction complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 45

Processing Credit Card Transactions

7.7: Pre-Authorization Completion (Advice) from a PREVIOUS BATCH

This function completes a pre-authorization purchase processed on the terminal in a closed batch or a voice-authorized transaction. This function captures the transaction for settlement.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

ADVICE

ENTER PASSWORD

FIND ORIGINAL?

YES NO

ADVICE

SWIPE CARD

If you swiped the credit card:

9999999999999999

INVOICE NUMBER

If you keyed in the credit card number:

EXPIRY DATE

MMYY

ADVICE

INVOICE NUMBER

Press

F3 to select OTHR.

Press

F2 to select ADV (ADVICE).

Enter your password (if enabled) and press OK.

F3 NO to re-enter the card and transaction

Press information.

Swipe the card (if it is still available) OR Key in the card number from the Pre-Auth receipt

and press

Enter the Invoice Number (if enabled) from the Preauthorization receipt and press

Key in the expiry date and press OK.

Enter the Invoice Number (if enabled) from the Preauthorization receipt and press

OK.

ENTER ORIGINAL

AUTH NUMBER

ADVICE

ENTER AMOUNT

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

ADVICE

Enter the AUTH# from the Pre-authorization receipt and press

Enter the final amount of the transaction (including tip amount if any) and press

Transaction in progress, please wait.

No operator action required. The Merchant copy of the receipt is printed.

Press

Retain this Merchant copy with the Merchant copy of the original Pre-Auth transaction for your records.

OK.

OK to print the Cardholder copy.

46 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Credit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

OK.

Press

F1 REPRINT for a third printout of receipt.

Press Press

F3 EXIT to end transaction.

Transaction complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 47

Processing Credit Card Transactions

7.8: Purchase with Tip Entry

This transaction electronically authorizes and captures Credit card purchases. Settlement to your business account occurs electronically for all CLOSED batches.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE

ENTER PASSWORD

9999999999999999

INVOICE NUMBER

PURCHASE

ENTER AMOUNT

PRESS OK AND

PASS TO CUSTOMER

WELCOME BONJOUR

PURCHASE

$00.00 OK?

ENTER TIP AMOUNT $00.00

PURCHASE $00.00 OK?

Swipe customer card.

Enter your password (if enabled) and press OK.

The card number of the card you swiped appears on the display (99999...).

Enter an Invoice Number (if enabled) and press

Enter the amount of the purchase and press

Press

OK to confirm the amount. Pass terminal to

customer.

The customer waits for the Purchase prompt to appear.

To accept the Purchase amount, the customer will

OK.

press

The Customer will enter a tip amount (if enabled) and

OK.

press

To accept the new purchase amount (with tip included if enabled) customer presses

OK.

PURCHASE $00.00

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING PURCHASE

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Retrieve terminal from customer.

Transaction in progress, please wait.

The Merchant copy of receipt is printed. Have the cardholder sign this copy.

Press

OK to print the Cardholder copy.

Give the Cardholder copy to your customer and retain the SIGNED Merchant copy for your records.

OK.

Press

F1 for a third printout of receipt.

Press

F3 to end transaction.

Press

Transaction complete.

48 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Credit Card Transactions

7.9: Manual Entry of a Credit Card for Purchase

If the credit card stripe cannot be read on the terminal’s magnetic stripe reader (this may be a card stripe problem or a stripe reader problem), you can process the transaction by keying in the credit card information.

IMPORTANT: Be sure to obtain an imprint of the credit card (using a

paper sales draft and a manual imprinter) in order to minimize the possibility of chargeback issues.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE

ENTER PASSWORD

EXPIRY DATE

PURCHASE

INVOICE NUMBER

PURCHASE

ENTER AMOUNT

Please Wait, Processing

PRESS ENTER FOR

NEXT COPY

MMYY

Key in the card number (it will appear on the display as it is entered) and press

Note: See section 7.1: Purchase for

instructions on swiping a credit card for a Purchase transaction.

Enter your password (if enabled) and press OK.

Key in the 4-digit expiry from the credit card and

OK.

press

Key in an Invoice Number (if enabled) and press

OK.

OR Simply press

Enter the amount of the purchase and press

Transaction in progress, please wait.

Tear off the merchant copy of the receipt and have the cardholder sign it.

OK to print customer copy.

Press

OK to leave this field blank.

OK.

PRINTING PURCHASE

APPROVED

######

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Give the second copy to your customer and retain the SIGNED COPY for your records.

Press

OK.

Press

F1 for an additional copy of the receipt. F3 to end transaction.

Press

Transaction complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 49

Processing Credit Card Transactions

50 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 8: Processing Debit Card

Transactions

The terminal electronically authorizes and captures debit transactions. These transactions are settled with the merchant account during the Batch Close process. The functionality for completing a purchase will vary depending upon how the terminal has been configured.

IMPORTANT: The instructions in this manual assume that

password protection and the invoice number prompt have been enabled. These steps are shaded to indicate that they are optional.

This section includes instructions on performing the following transactions:

• Purchases

• Purchase Corrections

• Refunds

• Refund Corrections

Note: Before you begin a financial transaction, the terminal must be logged

on (refer to section

6.3: Logon – ADMIN 02 for instructions).

Additional options that affect debit transactions:

• password: shaded and noted as “(if enabled)” in instructions

• invoice number: shaded and noted as “(if enabled)” in instructions

• tip entry (see section 8.5: Debit Purchase with Tip Entry for instructions)

Moneris Mobile 8100 Merchant Operating Manual v1.01 51

Processing Debit Card Transactions

8.1: Purchase

This transaction electronically authorizes and captures Debit card purchases. Settlement to your business account occurs electronically for all CLOSED batches.

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE

ENTER PASSWORD

PURCHASE

INVOICE NUMBER

PURCHASE

ENTER AMOUNT

PRESS OK AND

PASS TO CUSTOMER

WELCOME BONJOUR

PURCHASE $00.00 OK?

SELECT ACCOUNT CHQ SAV

ENTER PIN AND OK PIN =

Swipe customer card.

Enter your password (if enabled) and

OK.

press

Enter Invoice Number (if enabled) and

OK.

press

Enter amount of the purchase transaction and press

Press

OK to confirm the amount. Pass

terminal to customer.

No operator action required. Customer takes terminal from the

OK.

operator.

OK to accept the purchase

Press amount displayed.

F1 CHQ for chequing acct.

Press Press

F3 SAV for savings acct.

Enter PIN number and press

OK.

PURCHASE * $00.00

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING PURCHASE

APPROVED

000000

SELECT

REPRINT EXIT

Retrieve terminal from customer.

Transaction in progress, please wait. Return card to customer.

The Merchant copy of the receipt will print.

Press

OK to print the cardholder copy

of the receipt.

Give the cardholder copy to your customer and retain the Merchant copy for your records.

Press

OK.

F1 for a third printout of receipt.

Press Press

F3 to end transaction.

52 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Debit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

Transaction complete.

8.2: Purchase Correction

You can correct a debit purchase transaction processed in the current batch on the same terminal.

You must process this correction transaction on the same day in the same batch as the original (incorrect) purchase and it must be for the full value of the original (incorrect) purchase.

To complete the sale, process another Purchase transaction for the correct amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

SWIPE CARD OR

PCOR RCOR OTHR

PURCHASE CORRECT

ENTER PASSWORD

Press

F3 to select OTHER.

Press

F3 to select OTHER.

Press

F1 to select PURCHASE COR-

RECTION.

Enter your password and press

OK.

PURCHASE CORRECT

SWIPE CARD

PURCHASE CORRECT

INVOICE NUMBER

ENTER ORIGINAL

AUTH NUMBER

PURCHASE CORRECT

ENTER AMOUNT

PRESS OK AND

PASS TO CUSTOMER

WELCOME BONJOUR

PURCHASE CORRECT $00.00 OK?

SELECT ACCOUNT CHQ SAV

Swipe the customer card.

Enter the original Invoice/P.O. number listed on receipt (if enabled) and press

OK.

Enter the 6-digit AUTH# from the Purchase receipt and press

Enter amount of original purchase and

OK.

press

Press

OK to confirm the amount. Pass

terminal to customer.

No operator action required.

OK.

If customer accepts the correction amount, they press

Press

F1 CHQ for chequing acct.

Press

F3 SAV for savings acct.

OK.

Moneris Mobile 8100 Merchant Operating Manual v1.01 53

Processing Debit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

ENTER PIN & OK PIN =

PURCHASE CORRECT

* $00.00

Please Wait, PRocessing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

PURCHASE CORRECT

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Retrieve terminal from customer.

Transaction in progress, please wait. Return card to customer.

The Merchant copy of the receipt will print.

OK to print the cardholder copy.

Press

Give the cardholder copy to your customer and keep the Merchant copy for your records.

Press

OK.

F1 REPRINT for a third printout

Press of receipt.

F3 EXIT to end transaction.

Press

Transaction complete.

Enter PIN number and press

OK.

54 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Debit Card Transactions

8.3: Refund

This transaction allows you to perform a refund for any debit purchase, regardless of the batch or terminal on which the original transaction was processed. The refund can be for the full or partial value of the original purchase amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE CORRECT

ENTER PASSWORD

REFUND

SWIPE CARD

REFUND

INVOICE NUMBER

REFUND

ENTER AMOUNT

PRESS OK AND

PASS TO CUSTOMER

WELCOME BONJOUR

REFUND $00.00 OK?

SELECT ACCOUNT CHQ SAV

Press

F2 to select REF (REFUND).

Enter your password and press

Swipe the customer’s Debit card.

Enter the original Invoice number listed on receipt (if enabled) and press

OK.

Key in the amount of the refund and press

OK.

Press

OK to confirm the amount. Pass

terminal to customer.

No operator action required.

If customer accepts the refund amount, they press

Press

F1 CHQ for chequing acct.

Press

F3 SAV for savings acct.

OK.

ENTER PIN & OK PIN =

REFUND

* $00.00

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

REFUND

APPROVED

000000

Retrieve terminal from customer.

Transaction in progress, please wait. Return card to customer.

The Merchant copy of the receipt will print.

Press

OK to print the cardholder copy.

Give the cardholder copy to your customer and retain the Merchant copy for your records.

OK.

Press

Enter PIN number and press

OK.

Moneris Mobile 8100 Merchant Operating Manual v1.01 55

Processing Debit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

F1 REPRINT for a third printout

Press of receipt.

F3 EXIT to end transaction.

Press

Transaction complete.

56 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Debit Card Transactions

8.4: Refund Correction

You can correct a debit refund transaction processed in the current batch on the same terminal.

You must process this correction transaction on the same day in the same batch as the original (incorrect) refund and it must be for the full value of the original (incorrect) refund.

To complete the refund, process another Refund transaction for the correct amount.

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

SWIPE CARD OR

PAUTH ADV OTHR

SWIPE CARD OR

PCOR RCOR OTHR

PURCHASE CORRECT

ENTER PASSWORD

REFUND CORRECT

SWIPE CARD

REFUND CORRECT INVOICE NUMBER

ENTER ORIGINAL

AUTH NUMBER

REFUND CORRECT

ENTER AMOUNT

PRESS OK AND

PASS TO CUSTOMER

F3 to select OTH (OTHER).

Press

F3 to select OTH (OTHER).

Press

F2 to select RCOR (REFUND

CORRECTION).

Enter your password and press

Swipe the customer’s Debit card.

Enter the original Invoice number listed on receipt (if enabled) and press

OK.

Enter the 6-digit AUTH# from the original Refund receipt and press

Enter amount of original refund and press

OK.

Press

OK to confirm the amount. Pass

terminal to customer.

OK.

WELCOME BONJOUR

REFUND CORRECT $00.00 OK?

No operator action required.

If customer accepts the refund correction amount, they press

OK.

SELECT ACCOUNT CHQ SAV

ENTER PIN & OK PIN =

REFUND CORRECT

* $00.00

Retrieve terminal from customer.

Press

F1 CHQ for chequing acct.

Press

F3 SAV for savings acct.

Enter PIN number and press

OK.

Moneris Mobile 8100 Merchant Operating Manual v1.01 57

Processing Debit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING

REFUND CORRECT

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

Transaction in progress, please wait. Return card to customer.

The Merchant copy of the receipt will print.

Press

OK to print the cardholder copy.

Give the cardholder copy to your customer and retain the Merchant copy for your records.

OK.

Press

F1 REPRINT for a third printout

of receipt.

F3 EXIT to end transaction.

Press

Transaction complete.

58 Moneris Mobile 8100 Merchant Operating Manual v1.01

Processing Debit Card Transactions

8.5: Debit Purchase with Tip Entry

When Tip Entry is enabled in ADMIN 08, there are two additional cardholder prompts that allow the cardholder to add a tip amount to their purchase. The additional prompts are italicized in the instructions below.

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

PURCHASE

ENTER PASSWORD

INVOICE NUMBER

0000

ENTER AMOUNT

$00.00

PRESS OK AND

PASS TO CUSTOMER

WELCOME BONJOUR

PURCHASE $00.00 OK?

ENTER TIP AMOUNT $0.00

PURCHASE $0.00 OK?

Swipe customer card.

Enter your password (if enabled) and

OK.

press

Enter or accept Invoice/P.O. Number (if enabled) and press

Enter amount of the purchase transaction and press

Press

OK to confirm the amount. Pass

terminal to customer.

No operator action required.

OK.

If the customer accepts the purchase amount, they press

Enter tip amount and press

0.00 is a valid amount.

To accept the purchase plus tip amount, press

OK.

SELECT ACCOUNT CHQ SAV

ENTER PIN & OK PIN =

PURCHASE * $00.00

Please Wait, Processing

APPROVED

000000

PRESS ENTER FOR

NEXT COPY

PRINTING PURCHASE

Retrieve terminal from customer.

Transaction in progress, please wait. Return card to customer.

The Merchant copy of the receipt will print.

Press

OK to print the cardholder copy.

Give the cardholder copy to your customer and retain the Merchant copy for your records.

Press

F1 CHQ for chequing acct.

Press

F3 SAV for savings acct.

Enter PIN number and press

OK.

Moneris Mobile 8100 Merchant Operating Manual v1.01 59

Processing Debit Card Transactions

TERMINAL DISPLAY OPERATOR’S ACTIONS CUSTOMER’S ACTIONS

APPROVED

000000

SELECT

REPRINT EXIT

SWIPE CARD OR

PURCH REF OTHR

OK.

Press

F1 REPRINT for a third printout

Press of receipt.

Press

F3 EXIT to end transaction.

Transaction complete.

60 Moneris Mobile 8100 Merchant Operating Manual v1.01

CHAPTER 9: Balancing and Closing Your

Terminal

In order to have the funds from your POS transactions deposited into your account, you must close the Batch containing those transactions on the Moneris Host. Moneris recommends that you process a Close Batch transaction at least once a day. Most merchants use this option: to change options, see your Moneris sales representative.

Moneris also recommends performing a Print Stored Transactions report by Batch before performing a Close Batch. This will give you a print-out of the transactions in the Batch before the Close Batch clears the terminal’s memory.

9.1: Deposit Totals Inquiry - ADMIN 77

This function produces a report of the current deposit totals on the Moneris Host. The report prints totals by card type from the Moneris Host then prints grand totals by transaction type calculated by the terminal.

Note: The terminal must be logged on in order to produce the report.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

DEPOSIT TOTALS ENTER PASSWORD

Please Wait, Processing

PRINTING The Batch balance report is printed.

SWIPE CARD OR

PURCH REF OTHR

Press

ADMIN.

77 and press OK.

Enter

Enter your password (if enabled) and press OK.

Transaction in progress, please wait.

Process complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 61

Balancing and Closing Your Terminal

9.2: Close Batch and Balance

There are two ways to perform a Close Batch:

• the Close Batch transaction - ADMIN 99. See section 9.2.2: for instructions.

• the Multi-Terminal Reporting transaction (if enabled) - ADMIN 85. See sec- tion 9.2.3: for instructions

Both methods consist of two parts.The first part compares the approved transaction totals stored in your terminal’s memory to the totals stored on the Moneris Host. The second part automatically deposits the appropriate funds into your business account if your terminal and the Host totals match.

If the Balanced Prompt option is enabled, you will be prompted to confirm that the Moneris Host totals match your calculated totals before the Close Batch request is sent to the Host. If your calculated totals match the Moneris Host totals, the terminal will print (BAL - YES) at the bottom of the Close Batch report. If they do not, (BAL - NO) will be printed at the bottom of the report.

The ADMIN 99 function performs two tasks:

• requests and prints the Batch Balance report of current batch totals

• sends a close batch request to the Moneris Host.

If the operator presses F3 after the Batch Balance report, the transaction is finished and the terminal returns to the SWIPE CARD prompt.

If the operator presses F1 after the Batch Balance report, the transaction continues and closes the current batch, then returns to the SWIPE CARD prompt. This is typically done at the end of the business day.

9.2.1: Verifying Batch Balances – ADMIN 99 then F3

Perform the batch balance prior to batch close to ensure that both the terminal and host transaction totals are balanced.

TERMINAL DISPLAY OPERATOR’S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

CLOSE BATCH

ENTER PASSWORD

Please Wait, Processing

PRINTING The Batch balance report is printed.

Press

ADMIN.

Enter

99 and press OK.

Enter your password (if enabled) and press OK.

Transaction in progress, please wait.

CLOSE EXIT

PRINTING “End of report” is printed.

SWIPE CARD OR

PURCH REF OTHR

Press

F3 to EXIT.

Process complete.

62 Moneris Mobile 8100 Merchant Operating Manual v1.01

Balancing and Closing Your Terminal

9.2.2: Close Batch – ADMIN 99 then F1

The Batch Close function closes the current batch of transactions and opens a new batch. The terminal sends the totals of all online credit and debit card purchases, refunds and purchase and refund corrections to the card host for settlement and deposit to the merchant’s bank account.

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

CLOSE BATCH

ENTER PASSWORD

Please Wait, Processing

PRINTING The Batch Balance report is printed.

CLOSE EXIT

TOTALS BALANCED? YES NO

Please Wait Processing

SWIPE CARD OR

PURCH REF OTHR

Press

ADMIN.

99 and press OK.

Enter

Enter your password (if enabled) and press OK.

Transaction in progress, please wait.

F1 to Close

Press

If this prompt is enabled in ADMIN 08:

F1 YES to confirm your calculated totals

Press match the totals from the Moneris Host.

F3 NO to indicate your calculated totals do

Press NOT match the totals from the Moneris Host.

Transaction in progress, please wait.

Process complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 63

Balancing and Closing Your Terminal

9.2.3: Multiple Terminal Reporting - ADMIN 85

If you have enabled Multi-Terminal Reporting (see section 5.3: Multiple Terminal Setup – ADMIN 80) you can use this function to produce Batch Balance reports

and close the batch for all named terminals associated with the same merchant number.

Deposit Totals Report for Multiple Terminals

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

MULTI TERM CLOSE

ENTER PASSWORD

CLOSE BATCHES?

YES NO

GET DEPOSIT TTLS YES NO

SELECT TERMINAL

NAME GRP ALL

F1 (NAME) was selected:

MERCH TERM NAME

Press

ADMIN.

Enter

85 and press OK.

Enter your password and press

Select return to the idle prompt WITHOUT closing the batch.

Select Select

transaction.

Select Select

fix (see section for information on terminal group prefixes).

Select all terminals.

Key in the Terminal Name and press OK.

F3 to print the Deposit Totals report then

F1 to print the Deposit Totals report. F3 to return to idle prompt and end the

F1 to select terminals by terminal name. F2 to select terminals by terminal group pre-

5.3.2: Managing Terminal Names

F3 to begin processing the transaction for

OK.

F2 (GRP) was selected:

ENTER GRP PREFIX

NAME GRP XMIT

Please Wait, Processing

PRINTING The Deposit Totals report will print for each terminal

Key in the Terminal Group Prefix and press OK.

F1 to select another terminal name.

Press Press

F2 to select another group prefix.

Press

F3 to begin processing the transaction.

Transaction in progress, please wait.

selected.

64 Moneris Mobile 8100 Merchant Operating Manual v1.01

Balancing and Closing Your Terminal

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

Process complete.

Close Batch for Multiple Terminals

TERMINAL DISPLAY OPERATOR'S ACTIONS

SWIPE CARD OR

PURCH REF OTHR

ENTER ADMIN CODE

MULTI TERM CLOSE

ENTER PASSWORD

CLOSE BATCHES?

YES NO

GET DEPOSIT TTLS YES NO

SELECT TERMINAL

NAME GRP ALL

Press

ADMIN.

85 and press OK.

Enter

Enter your password and press

Select and close the batches.

Select before closing the batches.

Select Deposit Totals reports.

Select Select

fix. Select

all terminals.

F1 to print the Current Batch Totals reports

F1 to print the Deposit Totals reports as well

F3 to close the batches without printing the

F1 to select terminals by terminal name. F2 to select terminals by terminal group pre-

F3 to begin processing the transaction for

OK.

F1 (NAME) was selected:

MERCH TERM NAME

F2 (GRP) was selected:

ENTER GRP PREFIX

NAME GRP XMIT

Please Wait, Processing

PRINTING The reports will print for each terminal selected.

SWIPE CARD OR

PURCH REF OTHR

Key in the Terminal Name and press OK.

Key in the Terminal Group Prefix and press OK.

F1 to select another terminal name.

Press Press

F2 to select another group prefix.

Press

F3 to begin processing the transaction.

Transaction in progress, please wait.

Process complete.

Moneris Mobile 8100 Merchant Operating Manual v1.01 65

Balancing and Closing Your Terminal

66 Moneris Mobile 8100 Merchant Operating Manual v1.01

APPENDIX A: Troubleshooting

A.1: Support and Contact Information

Please have your Moneris merchant number available before calling for assistance.

FOR TECHNICAL INFORMATION OR ASSISTANCE WITH:

• equipment problems

• processing financial transactions

• processing non-financial transactions

• terminal set-up

• wireless RF network problems

• balancing your terminal

• security features and liability concerns

• ordering terminal supplies (including paper rolls)

• voice authorization

CONTACT

A.2: Additional Documentation

To download additional copies of this Merchant Operating Manual, visit

www.moneris.com/merchant/manuals/index.html and select Mobile 8100.

To download a copy of the 3100 IP Quick Reference Guide for Debit and Credit Procedures, visit www.moneris.com/merchant/qrguides and select Mobile

8100.

Moneris Merchant

Service Centre

TOLL FREE 24 HOURS A DAY 7 DAYS A WEEK

1-866-319-7450

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 67

Troubleshooting

A.3: Purchase Back-up Procedures

A.3.1: Terminal Problems

Use the following procedure to complete a credit Purchase transaction when you are unable to process the transaction through your terminal due to system hardware problems.

1. Prepare a paper sales draft with full details, including:

• An imprint of the Credit card (account number, issue/expiry date and cardholder name must be legible).

• Date of transaction.

• Amount of transaction.

• Cardholder signature.

• Authorization number*.

IMPORTANT: If the amount of the transaction exceeds your “DOWNTIME

FLOOR LIMIT”, obtain a VOICE AUTHORIZATION by calling the Moneris Voice Authorization number.

2. Once the cardholder has signed the manual sales draft, compare the signature to that located on the signature panel of the credit card. (Immediately report discrepancies between the signature and the name to the Moneris Voice Authorization number).

3. Provide the cardholder with the CARDHOLDER copy of the manually prepared sales draft and retain the MERCHANT COPY for your records.

4. Contact the Moneris Help Desk (see section A.1: Support and Contact Infor- mation for contact information) to report a hardware problem.

5. Once your Mobile 8100 terminal is operational, the transactions that occurred while your terminal was not available can be manually entered through the Mobile 8100 terminal.

IMPORTANT: If you obtained a VOICE AUTHORIZATION number for the

transaction, perform a Pre-Authorization Completion following the instructions in Section

Completion (Advice) from a PREVIOUS BATCH

7.7: Pre-Authorization

A.3.2: Customer Card Problem

Use the following procedure to complete a credit Purchase transaction when you are unable to process the transaction through your terminal because the customer’s credit card cannot be read by the magnetic stripe reader.

1. Manually key in the credit card details including card number and issue/ expiry date.

2. Prepare a paper sales draft with full details, including:

• An imprint of the Credit card (account number, issue/expiry date and

cardholder name must be legible).

• Date of transaction.

• Amount of transaction.

• Cardholder signature.

• Authorization number.

68 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

Troubleshooting

3. Once the cardholder has signed the manual sales draft, compare the signature to that located on the signature panel of the card. (Immediately report discrepancies between the signature and the name to the Moneris Voice Authorization number).

4. Provide the cardholder with the CARDHOLDER copy of the manually prepared receipt and retain the MERCHANT COPY for your records.

A.3.3: Printer Problems

If your printer is not working and you are unable to print a customer receipt, process Credit transactions as outlined below then contact the Moneris Help Desk to report the problem. Do not process Debit transactions until the printer is fixed.

1. Process the transaction through your terminal and manually prepare a sales draft with these full details:

• an imprint of the Credit card with the account number and issue/expiry

date clearly legible.

• date of transaction.

• amount of transaction.

• cardholder signature.

• authorization number displayed on the terminal screen

2. Provide the CARDHOLDER copy of the sales draft to your customer and retain the MERCHANT copy for your records.

A.4: Battery Voltage Status

CONDITION THE BATTERY VOLTAGE IS...

The printer slows down becoming low

The “battery low” sign is displayed low

The “battery low” sign flashes and the terminal double-beeps

too low to continue processing transactions

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 69

Troubleshooting

A.5: Error Messages

This list should be reviewed for possible solutions to specific problems when an error message appears on your Mobile 8100 terminal.

TERMINAL DISPLAY RESOLUTION

ALREADY COMPLETE The user is attempting to complete a transaction

CANCEL RETRY The transaction failed because of incorrect data

(stored in Advice) that has already been completed.

Check the Sequence Number and re-try the transaction.

entry: Press F1 or CAN to return to the idle prompt OR

Press F3 to display one of the screens listed below (which screen appears depends upon how the terminal has been configured).

XXXXXXXXXXXX ENTER AMOUNT

Xs represent the credit card number. Re-enter the amount and continue as prompted.

CANCELLED The CAN key was pressed to abort the current

CARD PROBLEM PLEASE RETRY

CDMA SHUT DOWN

IN PROGRESS

SELECT ACCOUNT CHQ SAV

Pass terminal to the customer to select the appropriate account, continue processing transaction as prompted.

ENTER PIN & OK PIN =

Pass terminal to customer to enter his PIN number, continue processing the transaction as prompted.

transaction.

The card was incorrectly swiped through the MSR and the terminal could not read the card.

OR There is a problem with the magnetic stripe on the

card. Try swiping the card again. If this message re-

appears, ask the cardholder for another payment method (e.g. a different card or cash).

The terminal is powering off and disconnecting from the wireless network.

Wait until the display screen goes blank then press

OK to turn the terminal back on.

70 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

TERMINAL DISPLAY RESOLUTION

Troubleshooting

COMM ERROR 401

(###) COMM ERROR

COMM ERROR 403

CONNECTION LOST

COMM ERROR 406

NO NETWORK RESP

DECLINED-RETRY

TERMINAL TIMEOUT

ENTER IP PORT

PORT RANGE ERROR

Communication between the terminal and the Moneris Host has experienced an error during transmission.

Press the CAN key and retry the transaction. If the message re-appears, call the Moneris Help Desk for assistance.

Host connection has been lost during transmission of a transaction request – usually due to bad coverage or a lack of coverage.

Press the CAN key, move to a location with better coverage (if possible) and retry the transaction.

The Moneris Host is not responding to the terminal's request to complete the transaction.

Press the CAN key and retry the transaction. If the message re-appears, call the Moneris Help Desk for assistance.

The cardholder has waited too long to respond to a prompt on the terminal and the terminal has cancelled the transaction.

Press CAN then re-start the transaction.

An invalid IP port number has been entered. Valid values are numeric, from 0 to 65535.

Press OK, check the port number and re-enter it.

ENTER TARGET IP

INVALID ENTRY!

EXCEEDS REFUND

TRANSACTN LIMIT

FAILED TO INIT

CALL HELP CENTRE

FAILED TO INIT

MERCHANT ID ERR

An invalid target IP address has been entered. Valid values are numeric, with a total of 12 digits. Each group of 3 digits must fall within the range 000 to 255.

Press OK, check the IP address and re-enter it.

The credit refund amount being entered is greater than the refund ceiling limit. (The limit is set in at Moneris host and is downloaded via the Initialization function.)

Initialization was unsuccessful due to a terminal or host problem.

Press CAN to return to the idle prompt then call the Moneris Help Desk for assistance.

Initialization was unsuccessful due to an invalid Merchant ID.

Press CAN to return to the idle prompt, check the merchant ID and re-try the Initialization.

If the message re-appears, call the Moneris Help Desk for assistance.

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 71

Troubleshooting

TERMINAL DISPLAY RESOLUTION

INACTIVE CDMA A problem has been encountered with the 1xRTT

modem when the terminal was powered on. Remove the battery pack, wait 30 seconds then

reinstall the battery. If the message re-appears, call the Moneris Help

Desk for assistance.

INIT COMM ERROR The terminal failed to initialize to the Moneris Host.

Press CAN and re-try the Initialization. If this message re-appears, call the Moneris Help Desk for assistance.

INITIALIZE ERROR

RETRYING TRANS

INVALID CARD #

PLEASE RETRY

INVALID DATE

PLEASE RE-ENTER

INVALID ENTRY

PLEASE RE-ENTER

INVALID EXP DATE

PLEASE RE-ENTER

KEY ERROR

CALL HELP CENTRE

LOCKED XXXX

CALL HELP CENTRE

If the initialization process does not successfully complete, the terminal will automatically retry once.

The manually-entered credit card number is incorrect.

Check the card number and re-enter it.

The Month and/or Day value was entered incorrectly.

Check the date and re-enter it.

An invalid code was entered in ADMIN 66. Check the code and re-enter it.

The Expiry date month or year value was entered incorrectly.

Check the expiry date and re-enter it.

There is a security problem with the debit transaction.

Press CAN to return to the idle prompt then call the Moneris Help Desk for assistance.

A password has been entered incorrectly five times in a row and the terminal is now locked.

Call the Moneris Help Desk to obtain the Unlock Password in order to re-set the terminal.

Note: The Unlock Password is created

dynamically each time you call Moneris, so it cannot be re-used if the terminal locks up again.

MISMATCHED When you keyed in the last 4 digits of the card

number, the numbers you entered did not match the numbers on the card stripe.

Check the card number and re-enter the last 4 digits.

MODEM ERROR

CALL HELP DESK

There is a problem with the modem hardware. Call the Moneris Help Desk for assistance.

72 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

Troubleshooting

TERMINAL DISPLAY RESOLUTION

NET CONNECT FAIL The connection to the APN of the 1xRTT network

has failed. Press CAN and retry the transaction. If this message reappears, call the Moneris Help

Desk for assistance.

NET OPEN FAILED The 1xRTT network cannot be opened for commu-

nications. Press CAN and retry the transaction. If this message reappears, call the Moneris Help

Desk for assistance.

NOTHING TO PRINT

FROM LAST TRANS

PASSWORD MISMATCH

SET ADMIN 45 You have tried to process a transaction that

SYSTEM PROBLEM

PLEASE RETRY

SYSTEM PROBLEM RETRYING TRANS

TERM DATA ERROR

CALL HELP CENTRE

The user has attempted to reprint the last report or receipt and there is no data available to print.

Press CAN then re-start the transaction.

The password entered at the REPEAT NEW PSWD prompt did not match the NEW PASSWORD.

Check the password and re-enter it.

requires host communication before configuring the PPP settings.

Configure the PPP communications settings (see section

There is an error with the data format being sent. Press CAN then re-start the transaction. If this message re-appears, call the Moneris Help

Desk for assistance.

Terminal received a bad message from the host and will automatically retry the transaction.

Wait for the terminal to retry.

Initialization was unsuccessful due to an invalid Terminal ID.

Press CAN to return to the idle prompt, then call the Moneris Help Desk for assistance.

5.2: PPP Configuration - ADMIN 45).

TERMINAL PROBLEM CALL HELP CENTRE

TRANSACTION NOT ALLOWED

The application detects a problem with the internal security processor.

Press CAN to return to the idle prompt then call the Moneris Help Desk for assistance.

The financial transaction or ADMIN function selected is not available OR the terminal is not configured.

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 73

Troubleshooting

TERMINAL DISPLAY RESOLUTION

TRANSACTION

NOT FOUND

UNSUPPORTED CARD

PLEASE RETRY

WRONG PASSWORD

PLEASE RE-TRY

During an ADVICE, the wrong sequence number was entered

OR During an ADMIN 60 transaction, there are no

transactions in the batch number or date selected. OR During an ADMIN 66 transaction, there are no

transactions that match the selected criteria. Check the Sequence Number, Batch Number, date

or other criteria and re-try the transaction.

This terminal only supports credit and debit cards, all other cards are unsupported. (example: driver's license or provincial ID cards with a magnetic stripe)

You have entered an incorrect password. Re-enter the password and press OK.

74 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

A.6: Hardware Problems

This list should be reviewed for possible solutions to specific hardware problems that may occur with your Mobile 8100 terminal.

PROBLEM RESOLUTION

Battery gets warm The battery has been left on the charger too long.

Troubleshooting

- Do not leave the battery on the charger for longer than 16 hours at a time.

- Do not place the terminal with the battery attached back on the charger in between every transaction.

No signal or weak signal within buildings or in specific areas

Contact your wireless service provider.

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 75

Troubleshooting

76 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

Index

AC power adaptor

WA R NI N G

backlighting 7, 11

configuration 21

balance prompt 12, 62, 63

configuration 22

battery 4, 5

care and handling 10 charging 15 charging symbol 16 conservation 8, 11 description 8 strength 8, 69

Card Reader 7 Card Type Codes 36 care and handling

battery terminal 10

Close Batch 62

balance prompt 22 multiple terminal 25, 65

Code 10 Authorization 13 Codes

Card Type

Transaction Type 36 configuration 21 Correction Menu 20 Credit card transactions 39

Debit card transactions 51 Debit Cardholder Disputes 13 Display

backlighting

language 17

screen 7

wireless symbol status 16

equipment care and handling 10 Error Messages 70

hardware problems 75 Help List 32

Initialization 28

first 28 re-initialization 29

Invoice Number 11

configuration 22 transaction inquiry display 37

Keypad 6

backlighting 11

Language

change display

loading paper 3 Logoff 30 Logon 29

prompt 17

17, 28

magnetic stripe card reader 7 Menu

Correction navigation of 19 Pre-Auth 20

Purch 19 modem 8 MSR 7 Multiple Terminal

close batch

configuration 25

deposit totals report 64

25, 65

Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01 77

Index

Multiple Terminal Reporting 11, 62 Multi-terminal Reporting 11, 62

number of copies 22

ordering terminal supplies 67

Paper

loading ordering 67

paper feed button 6 password

change configuration 22 for training 30 protection 12 terminal security 13 unlock 72

power adaptor

WA R NI N G

power off time 15

battery conservation 8

configuration 22 Pre-Auth menu 20 Pre-Authorization 44 Pre-Authorization Completion (Advice) from a

print configuration parameters 26 print stored transactions 34 printer 7

problems 69

slowdown 8, 69 Purch menu 19 Purchase

Credit

credit back-up procedure 68

PREVIOUS BATCH

customer card problem 68 terminal problem 68

Debit 52 Purchase Correction/Void

Credit

Debit 53

receipt

invoice number multiple 7 number of copies 22 reprint 18 tip line for pre-auth 12 training 30

Refund

Credit Debit 55

Refund Correction/Void

Credit

Debit 57 Reprint 18 RF Modem 8 RF Status 33

signature line

configuration

on credit receipts 12 support 67

telephone support 67 terminal memory 13

clear 29

print stored transactions 34 terminal name 11

configuration 25 terminal security 12, 13

logoff 30

password protection 12 Tip Amount on Pre-auth Completion 45, 46 Tip entry 12

configuration 22

Credit Purchase 48

Debit Purchase 59 Tip line 12

configuration 21 Training Mode 11, 30

enter 31

exit 31

78 Moneris Moneris Mobile 8100 Merchant Operating Manual v1.01

Transaction Type Codes 36

voltage status 8, 69

Moneris Mobile 8100 Operating Manual

Specifications and Main Features

Frequently Asked Questions

User Manual