Moneris smartselect Operating Manual

SmartSELECT

MERCHANT OPERATING MANUAL

Software Version: 3.11

Document Date: June 24, 2005

Document Version: 2.0

Copyright Notice

Copyright © Moneris Solutions, 2003, 2004, 2005.

All rights reserved. No part of this publication may be reproduced, stored in retrieval system, or

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: Introduction 1

Using This Manual 1

Overview 1

Merchant and Terminal Information 2

Contacting Moneris Solutions 2

Terminal Supplies 3

Additional Documentation 3

Chapter 2: About the SmartSELECT 5

The Terminal 5

The Touch Screen 5
The Printer 11
The Magnetic Stripe Reader 11
The Speaker 12
The Connection Ports 12

The Cables 12

The Power Cable 12
The Communication Cable 12
The PINPad to Terminal Cable 13

The PINPad 13

Care of the Components 13

Chapter 3: Features & Procedures 15

Standard Features 15

Menu driven interface 15
On-line Help System 15
POS Administrative Card 15
On-screen Calculator 16
Time and Date Display 16
Stored Transactions 16
Training Mode 16
Bilingual Displays and Receipts 16
Card Number Masking 17

Standard Procedures 17

Terminal Security 17
Disputed Debit Transactions 17
Code 10 Authorization 17
PAN Fraud Check 18

SmartSELECT Merchant Operating Manual V2.0 i

Table of Contents

Optional Features 19

Optional Procedures 22

Shortcuts 18
Terminal Display Language 18
PINPad Display Language 19
Pre-Authorization and Advice Transactions 19
Cancelling a Transaction 19

Invoice Number Prompt 19
Clerk ID Prompt 20
Tip Entry on PINPad 20
Tip Line on Credit Card Receipts 20
Personalized Message on Receipts 20
Pre-Authorization as Default Transaction 20
Third Party Credit Transactions 20
Private Label Cards 20
Cheque Authorization 21
Purchasing Cards 21
Gift Cards 21
Loyalty Programs 21
Clerk Subtotalling 21
Terminal ID 22
Balanced Prompt 22

Group Clerk Subtotals Reporting 22
Multi-Terminal Reporting 22
End-of-Day Shortcut 22

Chapter 4: Configuring Your Terminal 23

Powering Up the SmartSELECT 23

Configuration Shortcut 24

Following the Configuration Shortcut 24
Restarting the Shortcut 26
Exiting the Shortcut 26

Intro Shortcut 27

The Terminal Configuration Menu 28

General Parameters 29

Receipt Format 29
Additional SmartSELECT Prompts 30

Other Configuration Parameters 31

Screen Control 31
Printer Control 32

Communications Parameters 32

Communications Type 32

Dial Communications Parameters 33

ii SmartSELECT Merchant Operating Manual V2.0

3201 Direct Communications Parameters 35

LAN Communication Parameters 35

Configure Terminal as LAN master station 35
Configure Terminal as LAN slave 36

Printing Configuration Parameters 36

Remote Code Download 37

Restoring Factory Defaults 37

Chapter 5: Training Mode 39

Enter Training Mode 39

Exit Training Mode 40

Transactions Available in Training Mode 40

Chapter 6: Administrative Transactions 41

Initializing the SmartSELECT Terminal 41

Terminal Initialization (First Initialization) 41
Terminal Re-initialization 42

Logon 43

Balancing & Settling Your Account 43

Close Batch 43
Multi-Terminal Report and Close 46
End of Day Shortcut 46

Logoff 47

Table of Contents

Chapter 7: Reporting Transactions 49

Reprinting a Receipt 49

Transaction Inquiry 49

Merchant Subtotals Inquiry 52

Deposit Totals Inquiry 53

Print Stored Transactions 53

Cancel Report Printing 54

Chapter 8: Debit Financial Transactions 55

Debit Purchase 56

Debit Refund 57

Debit Purchase Void 58

Debit Refund Void 59

‘Enter Purchase Amount’ Idle Screen Instructions 60

Cancelling a Debit Transaction 61

SmartSELECT Merchant Operating Manual V2.0 iii

Table of Contents

Chapter 9: Credit Financial Transactions 63

Credit Purchase 64

Refund 65

Purchase Void 66

Refund Void 67

Pre-Authorization 68

Advice 69

Advice by Sequence Number 69
Advice by Card Number 70

To remove a Pre-Authorization Transaction 71

‘Enter Purchase Amount’ Idle Screen Instructions 72

Completing a Paper Sales Draft 73

Chapter 10: SmartSELECT Help System 75

Context-Sensitive Help 75

SmartSELECT Help Topics 75

On-line Help Index 76
On-line Help Search 76

Chapter 11: On-Screen Calculator 77

Accessing the Calculator 77

Transferring a Calculator Value 78

Clearing the Calculator 78

Appendix A: Clerk Subtotalling 79

Clerk Subtotalling Configuration 79

Configure Clerk Subtotalling 80
Clerk ID Maintenance 81
Set Default Clerk ID 83

Reporting - Clerk Subtotals Inquiry 84

Subtotals Report for One Clerk 84
Subtotals Report for Multiple Clerks 85

Appendix B: Multi-Terminal Reporting 87

Configuration 87

Multiple Terminal Setup 87

Multi-Terminal Report and Close 89

End of Day Shortcut with Multiple Terminals 90

iv SmartSELECT Merchant Operating Manual V2.0

Appendix C: Tip Entry on PINPad Transactions 93

Configuration 94

Debit Transactions with Tip Entry 95

Debit Purchase with Tip Entry 95
Debit Refund with Tip Entry 96
Debit Purchase Void with Tip Entry 97
Debit Refund Void with Tip Entry 98

Credit Card Transactions with Tip Entry 99

Credit Purchase with Tip Entry 99
Other Credit Transactions with Tip Entry Enabled 100

Appendix D: Purchasing Card Transactions 101

Configuration 102

Purchase 103

Other Financial Transactions 103

‘Enter Purchase Amount’ Idle Screen Instructions 104

Table of Contents

Appendix E: Private Label Transactions 105

Configuration 106

Third Party Host 106
Third Party Card 108

Financial Transactions 111

Private Label Card Purchase 111
Private Label Card Refund 11 2
Other Financial Transactions with Private Label Cards 11 3

Credit Application 114

Error Messages on Credit Application Receipt 115

Payment 116

Payment Void 117

Appendix F: Cheque Authorization 11 9

Configuration 119

Enabling Cheque Authorization 119
Disabling Cheque Authorization 120

Driver’s License Authorization Method 121

Credit Card Authorization Method 122

Appendix G: ValueLink Gift Card Program 123

ValueLink Screen Format 124

SmartSELECT Merchant Operating Manual V2.0 v

Table of Contents

Terminal Configuration for ValueLink 124

ValueLink Gift Card Financial Transactions 126

ValueLink Gift Card Receipts 134

ValueLink Gift Card Admin Transactions 135

Enabling ValueLink on the Terminal 124
Changing Terminal Configuration for ValueLink 125
Disabling ValueLink on the Terminal 125

ValueLink Gift Card Activation 126
Activation Void 127
ValueLink Gift Card Redemption 128
ValueLink Gift Card Redemption - Balance Owing 128
ValueLink Gift Card Redemption Void 130
ValueLink Gift Card Refund 130
ValueLink Gift Card Refund Void 131
ValueLink Gift Card Balance Transfer 132
ValueLink Gift Card Balance Inquiry 133
ValueLink Gift Card Cash Out 133

ValueLink Gift Card Receipt Language 134

Print ValueLink Gift Card Transactions 135
ValueLink Gift Card Transaction Inquiry 136

Appendix H: ERNEX Electronic Marketing Programs 137

Ernex Screen Format 138

Ernex Configuration 138

Terminal Configuration for ERNEX 138
ERNEX Host Configuration 139
Clerk IDs with ERNEX 140

Ernex E-Gift Transactions 140

ERNEX E-Gift Card Activation 140
ERNEX E-Gift Card Purchase 141
ERNEX E-Gift Card Void 141

Financial transactions with Ernex Loyalty Transactions 142

ERNEX Loyalty Card Activation 142
Purchase with ERNEX Loyalty 142
Purchase Void with ERNEX Loyalty 142
Refund with ERNEX Loyalty 143
Refund Void with ERNEX Loyalty 144
Pre-Authorization with ERNEX Loyalty 144
Advice 145
ERNEX Loyalty Card Void 145
ERNEX Loyalty Redemption 145

ERNEX Administrative Transactions 146

ERNEX Card Deactivation 146
ERNEX Card Balance Inquiry 146

vi SmartSELECT Merchant Operating Manual V2.0

Print Stored ERNEX Transactions 146
ERNEX End-of-Day Close 147

Appendix I: AIR MILES Reward Program 149

AIR MILES Configuration 150

Overview of Calculation of Points 150
Calculator and Factor Values 150
Incentive Value and Dates 153
Sale Item Values 153
Order of Calculations 154
Calculation Table 154
Tes t Val ue Tab le s 155
Configuring AIR MILES Rewards 156
Changing Reward Program Configurations 159

AIR MILES Financial Transactions 160

Reward Purchase 160
Reward Refund 161

AIR MILES Receipts 162

AIR MILES Receipt Language 162

AIR MILES Admin Transactions 163

Reward Daily Totals Report 163
Reward Transaction Report 163
Reward SAF Transaction Report 164
Deleting Reward SAF Transactions 164
Completing Rewards Transactions 165

Table of Contents

Appendix J: Error Messages & Troubleshooting 167

Initialization Error Messages 167

Communications Error Messages 169

3201 LAN Communications Error Messages 170

Printer Error Messages 171

Financial Transaction Error Messages 171

PINPad Error Messages 175

Administrative Transaction Error Messages 176

ERNEX Error Messages 177

Appendix K: Transelect Code Equivalents 179

INDEX 181

SmartSELECT Merchant Operating Manual V2.0 vii

Table of Contents

viii SmartSELECT Merchant Operating Manual V2.0

Chapter 1: Introduction

1.1: Using This Manual

This Merchant Operating Manual describes the SmartSELECT Point of Sale sys­tem – what it looks like, what the components do, and how to take care of them –
and provides instructions on how to set up the system and how to operate it.

1.1.1: Overview

Here’s a quick overview of what each chapter covers:

Chapter 2: About the SmartSELECT describes the physical components of

the system and how to take care of them.

Chapter 3: Features & Procedures describes the SmartSELECT’s standard

features and processes as well as options that can be activated.

Chapter 4: Configuring Your Terminal explains how to set up your termi-

nal to meet your POS needs.

Chapter 5: Training Mode describes how to use the SmartSELECT’s Train-

ing Mode to familiarize operators with the terminal.

Chapter 6: Administrative Transactions provides instructions on initializ-

ing your terminal, activating the training mode, and settling your accounts.

Chapter 7: Reporting Transactions provides instructions on printing reports

and duplicate receipts.

Chapters 8 - 9: These chapters describe standard Debit and Credit card Finan-

cial Transactions, including purchase, refund, and void transactions.

Chapters 10 - 11: These chapters explain how to use the SmartSELECT’s on-

screen help system and calculator.

Appendix A: Clerk Subtotalling: This appendix describes how to enable and

configure Clerk Subtotalling, how to change to Clerk IDs and produce Clerk Sub­totals reports.

Appendix B: Multi-Terminal Reporting: This appendix outlines the proce-

dures for enabling Multi-terminal Reporting and processing reporting transactions
when this feature has been enabled.

Appendix C: Tip Entry on PINPad Transactions provides instructions for

performing Debit and Credit transactions when Tip Entry has been enabled.

Appendices D - E: These appendices describe how to perform purchasing

card and Private Label card transactions.

Appendix F: Cheque Authorization explains how to use the SmartSELECT

to electronically obtain approval from a cheque authorization company.

SmartSELECT Merchant Operating Manual v 2.0 1

Introduction

Appendices G, H, and I: provide information and instructions on using gift

card and loyalty card programs on the SmartSELECT. The ValueLink, Ernex,
and AIR MILES programs are available.

Appendix J: Error Messages & Troubleshooting lists the error message

you may encounter on the SmartSELECT and suggests possible solutions to those
error conditions.

Appendix K: Transelect Code Equivalents: This appendix lists the Finan-

cial, Administrative and Configuration transactions available on the Transelect
system with their Admin Codes and the SmartSELECT menu containing that
function.

1.2: Merchant and Terminal Information

Merchant Name:

Merchant Location:

Moneris Merchant ID Number:

Initialization Telephone Number:

Configuration Code:

1.3: Contacting Moneris Solutions

Call the Moneris Merchant Service Centre at:

1-866-319-7450 toll-free

for information and assistance with:

• Balancing your account

• Problems with your equipment

• Processing financial transactions

• Processing non-financial transactions

• Security features - merchant responsibility or liability concerns

• Settlement processing

• Terminal set-up

• Ordering terminal supplies

Available 24 hours a day, 7 days a week.

Contact Moneris Authorization at:

1-866-802-2637 toll-free

for assistance with:

• Voice authorizations

• Code 10 situations

2 SmartSELECT Merchant Operating Manual v 2.0

1.4: Terminal Supplies

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 Merchant Service Centre (see section 1.3:) to obtain addi­tional supplies for your terminal.

1.5: Additional Documentation

To download additional copies of this Merchant Operating Manual, visit­www.moneris.com/merchant/manuals/index.html and select SmartSELECT.

To download a copy of the SmartSELECT Quick Reference Guide for Debit and
CreditProcedures, visit www.moneris.com/merchant/qrguides and select Smart­SELECT (Debit/Credit).

To download a copy of the SmartSELECT Quick Reference Guide for Loyalty
Programs, visit www.moneris.com/merchant/qrguides and select SmartSELECT
(Loyalty).

Introduction

SmartSELECT Merchant Operating Manual v 2.0 3

Introduction

4 SmartSELECT Merchant Operating Manual v 2.0

Chapter 2: About the SmartSELECT

Your SmartSELECT terminal is a stand-alone, electronic Debit and Credit card
payment system that connects to the Point of Sale (POS) payment services pro­vided by Moneris Solutions.

The basic SmartSELECT system consists of the SmartSELECT terminal with a
built-in printer. If you accept debit cards, you will need to connect a PINPad to the
terminal.

If you encounter any problems using the SmartSELECT, review the appropriate
section of this documentation (use the Index to find information quickly) or con­sult Appendix J: Error Messages & Troubleshooting. If the problem persists, call
the Moneris Merchant Service Centre for immediate professional assistance. (See
Section 1.3: Contacting Moneris Solutions for telephone numbers.)

2.1: The Terminal

The SmartSELECT terminal consists of a touch screen, an integrated printer, a
magnetic stripe reader (MSR) and a small speaker. Together these pieces form a
self-supporting unit. A PINPad holster can also be attached if a PINPad will be
connected to the terminal for performing debit transactions.

2.1.1: The Touch Screen

The interface is a touch-sensitive, backlit, monochrome black on white, LCD
screen, 3.4” wide by 4.5” high.

To select an item or “press” a button, touch the surface of the screen gently with
your fingertip or the eraser end of a pencil.

IMPORTANT: Do NOT use pointed objects on the touch screen.

They may damage the surface.

The screen changes as you proceed through a transaction, presenting the neces­sary prompts and information in a clear, easy-to-read fashion. The standard
screens are described below along with the standard areas of the screen, and the
buttons and keypads that appear on the screen.

The Idle Screen

The Idle screen is displayed when your SmartSELECT terminal is not performing
any transactions or functions. It is determined by whether a PINPad is attached to
the terminal and, if so, the type of PINPad. There are two types: the
Idle screen and the Amount Entry Idle screen.

•The

Swipe Card Idle screen appears if there is no PINPad or there is a PINPad

II attached. It displays the default transaction type (

zation

) over the prompt Swipe Customer Card and a numeric keypad with a

Calculator button and a Transfer from Calc button.

Purchase or Pre-Authori-

Swipe Card

SmartSELECT Merchant Operating Manual v 2.0 5

About the SmartSELECT

•The Amount Entry Idle screen appears if there is an PINSmart (eN-Crypt

1200) PINPad attached to the terminal. It displays the default transaction type
(

Purchase or Pre-Authorization) over the prompt Enter Purchase Amount and

a numeric keypad with a

To access the Idle screen from the Moneris Logo screen, press the Moneris Solu­tions logo.

Calculator button and a Transfer from Calc button.

To access the Idle screen from any other screen, press the

Exit button repeatedly

until the Idle screen appears.

Moneris Logo Screen

The Moneris Logo screen appears after the Idle screen has been displayed for one
minute without any activity. It displays the Moneris Solutions logo, the

Menu but-

ton and the Date and Time at the bottom of the screen.

Standard Transaction Screens

The Standard Financial Transaction screen

Terminal Status Area

Prompt Area

Data Entry Display Box

Variable Screen Area
(Numeric keypad displayed)

6 SmartSELECT Merchant Operating Manual v 2.0

The Standard Selection Screen

About the SmartSELECT

Terminal Status Area

Prompt Area

Variable Screen Area
(List with Choice 5 selected
displayed)

The Standard Host Response Screen

Terminal Status Area

Host Response Area
(

Approved Purchase

response displayed)

Variable Screen Area

Navigation Button

Next Copy button

(
displayed)

SmartSELECT Merchant Operating Manual v 2.0 7

About the SmartSELECT

Standard Screen Areas

The following tables provide definitions of the standard screen areas identified in
the illustrations above.

SCREEN AREA FORMAT, ACTIONS & INFORMATION

Terminal Status Area Two lines centred at the top of the screen. This area

Prompt Area Two lines centred on the screen just below the Status

Current Choice box A single line high, it appears on the List screen below

Data Entry Display box Appears on screens that require data entry, sits below

Variable Screen area See below

appears on every screen.
The first line displays one of the terminal or communi­cation status prompts.
The second line indicates whether the communications
connection is active or inactive and to which Host the
terminal is connecting

Area. It contains transaction prompts, error messages
or, if the variable screen area contains a list, the list
name.

the Prompt Area and above the list items. It displays
the currently selected item.

the Prompt Area and above the keypad. It is a single
line high and displays the data that has been keyed in
using the keypad.

If the data is longer than the width of the box, scroll
indicators appear at the left and right sides of the area
and the appropriate arrow button will blink at the bot­tom of the screen. Press once on the enabled arrow
button to move through the text character by character,
press twice quickly to move through the text in chunks,
press and hold to scroll through the text smoothly.

8 SmartSELECT Merchant Operating Manual v 2.0

About the SmartSELECT

Variable Screen Area

This area changes depending on the activity you are performing. It may contain:

• a list of items to choose from

• one of a variety of keypads with text boxes to input data

• navigation buttons

• a message from the host

SCREEN TYPE FORMAT, ACTIONS & INFORMATION

List Multiple lines of text with arrowheads to left or right of

text.
Select an item:

• by pressing the arrowhead.

• that is already highlighted (e.g. the default item or
the last item selected) by pressing

If the list is too long to display all items on the screen,
scroll indicators (small up and down arrowheads)
appear. Scroll through the list by pressing the enabled
arrow button:

• once to move through the list item by item,

• twice quickly (double clicking) to move through the
list by screen

• and holding to scroll through the list item by item.

Association List Multiple lines of text with arrowheads to left of text.

Each line contains a parameter with its associated val­ues.
Select items in order to change their value. See the List
Screen Type for instructions on selecting and scrolling.

Data Entry keypad

Receipt Printer Edit box Text display box that appears below the Terminal Sta-

Host Response Text display box that appears below the status area. It

Appears below the Data Entry display box. See

Alphanumeric Keypads

tus Area, above the Data Entry keypad, in the same
space as the Prompt Area. The box fills the width of
the screen and contains a row of numbers at the top
and an end-of-text marker (a black diamond).
All text must fit in the display box, which can contain a
maximum of five lines of 40 characters each. If the text
goes past the bottom right corner of the display box, it
is deleted.

Text will wrap automatically to keep words whole.
Use spaces to indent and centre text.

contains information received from the host regarding
the current transaction (e.g., transaction type and
amount, host message, etc.). It may also contain a

below for details.

Next Copy button.

Help see Chapter 10

Enter.

SmartSELECT Merchant Operating Manual v 2.0 9

About the SmartSELECT

Standard Touch Screen Buttons

Note: If a button is “greyed out” or dimmed, this means it cannot be used on

that particular screen.

BUTTON FUNCTION

? Use this button to access the Context Sensitive Help.

?? Use this button to access the On-line Help Index and

Menu Appears only on the Idle and Sleeping screens.

Lang Appears on all screens except the Idle and Sleeping

Navigation Buttons:
Finan, Admin, Config
Reprint, Next Copy
Term Lang

Exit Use this button to cancel the current activity and return

Clear Use this button to erase all of the displayed data from a

Navigation Arrows:

w, Up y,

Left

z, Right x

Down

Del Delete: Use this button to delete single characters from

Enter Use this button to accept displayed data.

Calculator Appears only on the Idle screen.

Transfer from Calc Appears only on the Idle screen.

CE Clear Entry: Appears only on the Calculator screen.

Search screens.

Use this button, when the terminal is logged on, to
access the
Use this button, when the terminal is logged off, to
access the

screens:
Use this button to change the terminal display lan­guage and the merchant receipt language.

These oval-shaped buttons appear above the naviga­tion arrows on the menu screens.
Use these buttons for moving to a different screen
(e.g.,
(e.g.,
display language (

to the previous screen or the Idle screen.

text box and, in the calculator, to erase the entire math­ematical operation.

Use these buttons to move through lists of options or
displayed text, or through characters you have input

a text box.

Use this button to access the on-screen calculator.

Use this button to copy the value on the on-screen cal­culator to the Purchase Amount text box.

Use this button to clear the displayed value but con­tinue the mathematical operation.

Financial Transactions menu.

Administrative Transactions menu.

Finan, Admin, Config), completing a process
Reprint, Next Copy) and changing the terminal

Term L a ng).

10 SmartSELECT Merchant Operating Manual v 2.0

Alphanumeric Keypads

KEYPAD FUNCTION

About the SmartSELECT

Upper Case Alpha

Lower Case Alpha

Accented Characters

Numeric with Punctua­tion

Numeric with Alpha Numbers 0-9, letters A-F.

Numeric

Telephone Number Entry

Calculator Numbers 0-9, decimal, 6 math operations, and 3 mem-

Letters A-Z,
Use these keys to enter your Terminal ID, receipt text,

etc.

Letters a-z and
Use these keys to enter Credit Application information,

receipt text, etc.

13 accented characters, 5 math symbols,

ABC, abc and 123 buttons.

Use these keys to enter Credit Application information,
receipt text, etc.

Numbers 0-9, 16 punctuation keys,
and

áçè buttons.

Use these keys to enter an Invoice Number, receipt
text, etc.

Use these keys to enter a 3201 poll code, LAN
address, etc.

Numbers 0-9,
buttons.
Use these keys to enter transaction values.

Numbers 0-9,

Dial

, Pause, and Wait Tone buttons.

Use these keys to enter access numbers for Moneris,
Third Party Hosts, Gift Card and Loyalty program pro­viders.

ory function keys.

Chapter 11: On-Screen Calculator for details.

See

Space, abc, 123, and áçè buttons.

Space, ABC, 123, and áçè buttons.

Space,

Space, ABC, abc,

Calculator and Transfer from Calc

* and #, Call Wait, Tone Dial, Pulse

2.1.2: The Printer

A thermal printer is attached to the back of the SmartSELECT terminal. The
printer prints black text on white one-part thermal paper and has a “paper out”
sensor.

2.1.3: The Magnetic Stripe Reader

The Magnetic Stripe Reader (MSR) is incorporated into the body of the SmartSE­LECT terminal. It resides in a slot that runs along the right-hand side of the termi­nal. When you slide (or swipe) a payment card through the MSR, it reads the
information encoded on the magnetic stripe on the back of the card. Cards can be
swiped top to bottom or bottom to top. The MSR can read Track 1, Track 2 or both
tracks in the card’s magnetic stripe.

SmartSELECT Merchant Operating Manual v 2.0 11

About the SmartSELECT

2.1.4: The Speaker

The speaker makes an audible beep to acknowledge key entry, announce error
conditions and monitor modem activity. The beep can be turned on or off using
the

Audible Key Click item on the General Parameters menu.

2.1.5: The Connection Ports

The SmartSELECT has eight connectors on its back, hidden by a cover panel:

• one I/O port for each of the following communication methods (only one of
these ports can be active at a time):

• DIAL for dial-up communication over an analogue line

• LAN for Datapac 3201 LAN communication

• 3201 for Datapac 3201 direct communication

•two PINPad ports:

• RS232 SPED port for an RS232 enabled PINPad

• TTL SPED port for a TTL enabled PINPad

• one power port

• POWER 24VDC

• two Auxiliary sockets (for future use):

• AUX1

• AUX2

2.2: The Cables

The standard SmartSELECT terminal comes with two cables, the power cable and
a communications cable. If you are processing Debit transactions, your will also
receive a PINPad cable.

2.2.1: The Power Cable

The power cable is in two pieces. One piece consists of the power supply box and
a cable that ends in a plug that is inserted into the terminal’s “POWER 24VDC”
port. The other piece consists of a cable with two plugs, one is inserted into the
power supply box, the other into the wall socket.

2.2.2: The Communication Cable

The communication cable connects the SmartSELECT terminal to the communi­cations device (e.g., a telephone wall jack). One end of the cable is inserted into
the appropriate connection port on the SmartSELECT, the other into the appropri­ate communications device.

IMPORTANT: You must use the exact 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.

12 SmartSELECT Merchant Operating Manual v 2.0

2.2.3: The PINPad to Terminal Cable

If you process Debit transactions, you will have a PINPad with an attached cable
ending in either a TTL connector (looks like a phone connector) or an RS232 con­nector. The connector is inserted into the appropriate “SPED” port on the termi­nal.

2.3: The PINPad

This component is optional. If you process only Credit transactions, you do not
need to attach a PINPad. If you wish to process Debit card transactions with your
SmartSELECT you must attach a PINPad. The PINPad II PINPad (also called the
eN-Crypt 150) and the PINSmart (also called the eN-Crypt 1200) PINPad have
been certified for use with the SmartSELECT.

Each of the PINPads has a keypad, a display window and a connection cable. The
PINSmart also has a Magnetic Stripe Reader (MSR) for reading the information
on the magnetic stripe on debit cards.

PINPad Keys

About the SmartSELECT

KEY NAME COLOUR FUNCTION

CHQ Blue Use this key to select a chequing account.

SAV/EP Blue Use this key to select a savings account.

Spare Function key Blue This key is not active.

ALPHANUMERIC KEYS Grey Use these keys to enter the confidential

CANCEL
ANNUL

CORR. Yellow Use this key to clear the displayed data

OK
ENTER
ENTRER

2.4: Care of the Components

Proper care of your SmartSELECT system will help ensure uninterrupted service.
Here are some recommendations for maintaining your terminal in good working
order:

PIN (Personal Identification Number) and
the tip amount.

Red Use this key to cancel the current debit

transaction.

and re-enter it or, if data has not been
input, to return to the previous prompt.

Green Use this key to complete the PIN, accept

amounts displayed and approve the trans­action.

IMPORTANT: Misuse of equipment can result in replacement

liability.

• DO press gently on the touch screen with your fingertip or a pencil eraser.

• Do NOT use a pen or pencil tip, fingernails or other sharp objects on the touch
screen.

• DO clean the touch screen with a damp cloth rinsed in a mild soap solution.

SmartSELECT Merchant Operating Manual v 2.0 13

About the SmartSELECT

• Do NOT use solvents, cleaning fluids or abrasives on any part of the terminal.

• Clean the Magnetic Stripe Reader (MSR) periodically, using the cleaning card
provided with your SmartSELECT system. To obtain additional MSR clean­ing cards, contact the Moneris Merchant Service Centre (see Section 1.3:
Contacting Moneris Solutions).

• To maintain the warranty on the equipment, use only supplies obtained from
the Moneris Merchant Service Centre (see Section 1.3: Contacting Moneris
Solutions).

• Load the paper into the printer correctly (see the diagram on the inside of the
printer cover).

• Avoid spilling liquids on components.

• Do NOT expose components to extreme temperatures.

• Avoid unnecessary movement of the terminal to prevent accidental disconnec­tion of any of the cables.

• If the equipment fails, call the Moneris Merchant Service Centre. (See Section

1.3: Contacting Moneris Solutions for contact information.)

14 SmartSELECT Merchant Operating Manual v 2.0

Chapter 3: Features & Procedures

Your SmartSELECT terminal can be set up to accept and process a variety of
cards including Debit and Credit cards, Third Party cards, Purchasing cards, Gift
cards and Loyalty programs. The terminal can also be set up to process cheque
authorizations and to prompt for a tip entry on a PINPad for both debit and credit
transactions.

3.1: Standard Features

These features are available for all configurations of the SmartSELECT.

3.1.1: Menu driven interface

All interaction with the SmartSELECT takes place through menus, lists and
prompts that appear on the touch screen to guide you through transactions.
There’s no need to memorize transaction codes. (However Transelect Admin
Codes and the corresponding SmartSELECT menu can be found in Appendix K:
Transelect Code Equivalents if you wish to refer to them.)

3.1.2: On-line Help System

SmartSELECT’s on-line help is available at the touch of a button. Simply press
the

? button on the top-left corner of the touch screen to access information about

the screen you are viewing. Then press the
access an index of SmartSELECT topics and a search screen. See Chapter 10:
SmartSELECT Help System for details and instructions.

?? button inside the on-line help to

3.1.3: POS Administrative Card

The POS Administrative (Admin) Card is required for refunds, purchase voids
and configuration functions if your SmartSELECT terminal processes Debit trans­actions. It allows you and your staff to access various terminal functions and com­plete various financial transactions that impact your deposit account.

If your SmartSELECT terminal processes only Credit transactions, you may not
need a POS Admin Card.

IMPORTANT: You, the merchant, are solely responsible for the

security and care of all your POS Admin Cards at
all times. If your POS Admin Card is lost, stolen
or damaged (or you suspect it may be lost or
stolen), call the Moneris Merchant Service Centre
immediately.

All financial transactions completed with a POS
Admin Card are subject to the guidelines of the
Debit Card Merchant Agreement entered into with

SmartSELECT Merchant Operating Manual v 2.0 15

Features & Procedures

3.1.4: On-screen Calculator

The SmartSELECT has an on-screen calculator that can perform basic math func­tions and has a memory function as well as the ability to paste values into the
amount field in a transaction (See Chapter 11: On-Screen Calculator for detailed
information).

3.1.5: Time and Date Display

At the bottom of the Sleeping screen, the SmartSELECT displays the current time
and date. If the date and time are visible, press the bottom of the touch screen (the
entire area is a button) to make them disappear. If they are not visible, press the
bottom of the touch screen to make them appear.

3.1.6: Stored Transactions

Moneris. The Agreement contains important
provisions regarding your responsibility for POS
Admin Card security and your liability for financial
transactions made with a POS Admin Card.

The SmartSELECT can store up to 1000 approved Credit and Debit transactions
in its memory and, if your terminal is configured to process Gift Card transac­tions, up to 500 approved Gift Card transactions. These transactions are search­able, allowing you to print reports and reprint receipts in the event of a disputed
transaction.

The oldest transaction is dropped once the terminal memory reaches capacity. If
your terminal is replaced, the memory cannot be transferred to the new terminal,
and is therefore lost. Moneris recommends printing a list of all transactions on the
old terminal before disconnecting it then installing the new terminal.

3.1.7: Training Mode

Training mode on the SmartSELECT enables the transaction screens, but does not
connect to the host when you complete a transaction. This allows you and your
staff to practice processing financial transactions without communicating those
transactions to the Moneris Host and without affecting your bank account or your
customer’s bank account. (See Chapter 5: Training Mode for instructions.)

3.1.8: Bilingual Displays and Receipts

The SmartSELECT terminal displays text in either English or French.

The initial message on the PINPad (if a PINPad is attached to the SmartSELECT)
is always bilingual. The language of the PINPad messages and prompts after the
customer’s card has been swiped will be based on that card’s language code.

Customer and merchant receipts can be printed by the SmartSELECT in English,
in French or bilingually. If the printer is configured to print separate copies for the
customer and merchant (i.e., two or three copies), the customer receipt language is
based on the language code on the customer’s card; the merchant receipt language

16 SmartSELECT Merchant Operating Manual v 2.0

Features & Procedures

is based on the current terminal language. If the printer is configured to print only
one copy and the customer’s language code matches the terminal language, the
receipt will be printed in that language. If the customer’s language code does not
match the terminal language, one bilingual receipt will be printed.

3.1.9: Card Number Masking

To reduce the risk of fraudulent card use, only a portion of the cardholder's card
number is printed on the cardholder receipt. The remainder of the card number is
masked, i.e., an '*' is printed for each remaining digit in the card number. Both
debit card and credit card numbers (including private label card numbers) are
masked.

For debit card numbers, the first 10 digits of the card are printed in clear. From the
11th digit onwards, asterisks are printed in the place of the real digits, e.g.:
0123456789******.

For credit card numbers, only the last four digits are printed in clear, the rest are
replaced with an asterisk, e.g.: *************1234.

To further reduce fraudulent credit card use, the credit card expiry date is not
printed on the cardholder copy of the receipt.

3.2: Standard Procedures

These procedures are followed for all configurations of the SmartSELECT.

3.2.1: Terminal Security

To minimize the risk of unauthorized transactions being processed through your
terminal after your business hours, log the terminal off at the end of each business
day and log on again at the beginning of each business day.

3.2.2: Disputed Debit Transactions

Do not attempt to resolve or compensate a Cardholder for a disputed Debit trans­action. Refer the Cardholder to their Financial Institution.

3.2.3: Code 10 Authorization

During a transaction, if you feel that a customer, card or transaction is suspicious
and needs investigating, call the Moneris Authorization Center (see Section 1.3:
Contacting Moneris Solutions for contact numbers) and state that the call is a
Code 10. This will alert the Moneris operator without alarming your customer.
The operator will ask you some “Yes/No” questions and then provide instructions.

Reasons for calling in a Code 10 include:

• the signature on the credit card does not seem to match the signature on the
purchase receipt.

• the card appears to have been tampered with.

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

SmartSELECT Merchant Operating Manual v 2.0 17

Features & Procedures

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

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

• the customer seems nervous or signs slowly with uncertainty.

3.2.4: PAN Fraud Check

To reduce the fraudulent use of credit cards, this security feature prompts you to
key in the last four digits of a credit card number after the card has been swiped.
The PAN Fraud Check then compares the keyed-in digits to the information con­tained in the card’s magnetic stripe to ensure they match.

3.2.5: Shortcuts

The SmartSELECT has three Shortcuts that guide you step-by-step through these
processes:

• Configuration Shortcut: When you turn on the terminal for the first time,
this shortcut guides you through setting up required functions, inputting
options and testing the peripheral devices as required to complete the basic
configuration and initialization processes. This shortcut is followed immedi­ately by the Intro Shortcut.

• Intro Shortcut: This one-screen shortcut provides information on the POS
Admin card and instructions on how to access on-line help. It begins immedi­ately after the Configuration Shortcut is complete. You can also start this pro­cedure from the

• End-of-Day: This shortcut takes you through the steps required to process the
close batch transaction and produce the end-of-day reports to properly close
your terminal. It can be started from the

Administrative Transactions menu.

Administrative Transactions menu.

3.2.6: Terminal Display Language

The text on the SmartSELECT’s touch screen can be displayed in English or
French. There are two ways to change the display language from one language to
the other:

• by pressing the
changes immediately.

• by pressing the

• If the PINPad is required during the transaction, the

prompt appears. Select
returns to the screen on which the
nal display language is now changed.

• If the PINPad is not required during the transaction, the display language

changes immediately.

The terminal display language will remain changed until the
button is pressed again, even if the terminal is logged off or powered off.

Term Lang button if it is available. The display language

Lang button during a transaction:

Change Language

Change Terminal Language. The terminal

Lang button was pressed and the termi-

Lang or Term Lan g

18 SmartSELECT Merchant Operating Manual v 2.0

Features & Procedures

3.2.7: PINPad Display Language

The text on the pinpad display screen can appear in English or French. The dis­play language can be changed from one language to the other in two ways:

• by swiping a debit card that has a different language code on its magnetic
stripe.

• by pressing the
tomer’s card is swiped and before the customer finishes entering their
responses. The

Language

the screen on which the

Changes to the pinpad display language only last for the duration of the current
transaction. The next transaction will be displayed in the default pinpad display
language set up during the initial configuration of the terminal.

Lang button during a debit transaction any time after the cus-

Change Language prompt appears. Select Change Customer

. The pinpad display language changes and the terminal returns to

Lang button was pressed.

3.2.8: Pre-Authorization and Advice Transactions

The Pre-Authorization (Pre-Auth) transaction allows you to verify that sufficient
funds are available on a card and to place a hold on those “open to buy” funds.
This transaction does not result in a charge to the cardholder or a deposit to your
business account until an Advice transaction is processed. Pre-Auth transactions
are most commonly used in hotel, restaurant and car rental environments where
the final amount of the sale is unknown when the card is first swiped.

3.2.9: Cancelling a Transaction

To cancel a transaction at any time during the transaction:

1. Press

2. If the receipt or report has begun printing, the text * TRANSACTION CAN-

3. The Idle screen reappears.

Exit if available. The Cancelled status prompt appears on the terminal

screen (and the PINPad screen if a PINPad is attached to your terminal).

Note: If the Exit button is not available the transaction cannot be cancelled.

CELLED * will be printed on the receipt or report.

3.3: Optional Features

These features may be available on your SmartSELECT depending on your Con­figuration Code and the configuration of your Merchant ID on the Moneris Host.
If the feature is available and you wish to use it, you must enable and configure
the feature. If you do not wish to use an enabled feature, you can deactivated it.

3.3.1: Invoice Number Prompt

This feature enables a prompt to key in an Invoice Number for every Credit and
Debit financial transaction. If this feature is activated, you have the option of
entering an Invoice Number or bypassing the prompt by simply pressing
when the prompt appears.

Enter

SmartSELECT Merchant Operating Manual v 2.0 19

Features & Procedures

3.3.2: Clerk ID Prompt

This feature enables a prompt to key in the Clerk ID of the terminal operator
whenever a transaction is performed on the SmartSELECT. This allows you to
produce reports tracking financial totals and number of transactions for each Clerk
ID or group of Clerk IDs.

3.3.3: Tip Entry on PINPad

This feature gives your customers the option of adding a tip amount to Debit and
Credit purchase transactions on the PINPad before they enter their PIN. It is gen­erally used in restaurants.

Note: You must have a PINSmart (eN-Crypt 1200) PINPad attached to your

3.3.4: Tip Line on Credit Card Receipts

This feature gives your customers the option of adding a tip amount to Credit
transactions by indicating the tip amount on the Merchant copy of the receipt. It is
traditionally used in restaurants and other service-based businesses.

terminal to process Tip Entry.

3.3.5: Personalized Message on Receipts

This feature allows you to configure your SmartSELECT to print a personalized
trailer message at the bottom of your receipts. The language of the message will
match the language on the customer’s card if the card is swiped. If the card num­ber and expiry date are keyed in, the customer’s receipt will match the language
on the terminal screen.

3.3.6: Pre-Authorization as Default Transaction

If you operate a car rental business, a restaurant or a hotel, you may wish to have
your Idle screen configured to process Pre-Authorizations rather than Purchase
transactions. This feature must be set at the Moneris Host and is downloaded to
your terminal during Initialization. To change it, please contact your Moneris
sales representative.

3.3.7: Third Party Credit Transactions

This features enables your SmartSELECT to process Third Party Cards (e.g., JCB
and Diners Club / enRoute). Contact your Moneris sales representative for further
details.

3.3.8: Private Label Cards

Use this feature to offer your customers a credit card that can be used exclusively
in your store(s). Depending on the program you create with the Private Label card
Issuer, you can process standard financial transactions, Payment and Payment
Void transactions, and Instant Credit Applications as well as produce reports of
your Private Label transactions.

20 SmartSELECT Merchant Operating Manual v 2.0

Features & Procedures

3.3.9: Cheque Authorization

This feature allows you to give your customers the option of paying with a cheque
while reducing your risk of accepting an NFS cheque. Use the SmartSELECT ter­minal to connect to a cheque authorization service and obtain approval using your
customer’s driver’s license or credit card.

3.3.10: Purchasing Cards

Purchasing cards are a special type of credit card that provide enhanced reporting
data to help customers with cost allocation, tax compliance and account reconcili­ation.

If this feature is enabled on your terminal, the terminal will prompt for a Customer
Reference Number and tax amounts for each Purchasing Card transaction and will
print the reference number and tax amounts on the receipt. The reference number
and tax amounts will also appear on the customer’s monthly statement from the
Purchasing Card provider.

3.3.11: Gift Cards

Use this feature to allow your customers to use Gift Cards to make purchases in
your place of business. Gift Cards are plastic cards that can be used as gift certifi­cates. The customer purchases a gift card with a specified value on it and then
uses that card instead of cash or a credit or debit card. Gift Cards must be acti­vated before they can be used and the customer can do a balance inquiry using
your terminal to determine how much value is left on the card.

Gift Card programs currently supported on the SmartSELECT terminal include
ERNEX and ValueLink. Contact your Moneris sales representative for further
details on these programs.

3.3.12: Loyalty Programs

Use this feature to offer your customers the opportunity to collect points on a loy­alty card based on the dollar value of purchases they make. Some programs also
provide points based on the purchase of specific items or incentive calculations
that can be implemented for a specific time period.

The AIR MILES program is currently supported on the SmartSELECT. Contact
your Moneris sales representative for further details on this program.

3.3.13: Clerk Subtotalling

This feature provides you with the option of obtaining Subtotals for one clerk or a
group of clerks on one or more terminals. Clerk IDs must be enabled and entered
during transactions in order to use Clerk Subtotalling.

IMPORTANT: Clerk Subtotals must cleared manually on a

regular basis (weekly is recommended). If not,
the Moneris Host will automatically clear the
totals when the number of transactions for a card
type within a Clerk ID reaches 10,000.

SmartSELECT Merchant Operating Manual v 2.0 21

Features & Procedures

3.3.14: Terminal ID

If you have multiple SmartSELECT terminals operating in one location, you can
use this feature to identify individual terminals with unique IDs.

3.3.15: Balanced Prompt

Use this feature to have the SmartSELECT check its terminal totals against the
totals on the Moneris Host during a Close Batch transaction to ensure they match.
If they do not match, the terminal will notify you and print “BAL - NO” on the
Close Batch report. It is used solely for your in-house record keeping and is not
reported to the Moneris Host.

3.4: Optional Procedures

3.4.1: Group Clerk Subtotals Reporting

Clerk IDs are defined as a Group (GRP) when they share up to five common start­ing characters (a Pre-fix). For example, Clerk IDs 1, 12 and 134 can be entered as
a Group with the Pre-fix 1. When performing reports, all Clerk IDs that begin with
the number 1 are reported as a Group.

3.4.2: Multi-Terminal Reporting

This function allows you to perform the Close Batch, the Deposit Totals or both
functions on all terminals or a group of terminals associated with the same mer­chant number from one of the terminals. For example, if you have 15 terminals
associated with your merchant number, you simply perform the multi-terminal
reporting function on one of the 15 terminals and the Close Batch and Deposit
Totals functions are performed on all 15 terminals at the same time.

The reports provide totals by card type from the Moneris Host and by terminal or
group of terminals.

The totals are cleared in the terminal that performs the multi-terminal reporting
function, but the totals are not cleared on the other associated terminals.

This function does not compare totals stored in the terminal memory to totals
stored on the Moneris Host (unlike the standard Close Batch transaction). There­fore, ensure your receipts balance to the total of your Multiple Terminal Report.

3.4.3: End-of-Day Shortcut

This shortcut takes you through your end-of-day procedures based on your termi­nal’s configuration. End-of-day procedures include printing a Current Batch
Totals report from all configured Hosts, closing your current batch of transactions,
and obtaining the number and dollar value of Debit and Credit transactions saved
in the SmartSELECT’s memory since the last batch was closed.

22 SmartSELECT Merchant Operating Manual v 2.0

Chapter 4: Configuring Your Terminal

Before you begin using your SmartSELECT 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.

4.1: Powering Up the SmartSELECT

The SmartSELECT terminal does not have an ON/OFF switch. To turn on the ter­minal, simply plug it into a power outlet as outlined below.

1. Insert the smaller end of the SmartSELECT terminal’s power cord into the
terminal’s POWER 24DVC 2A port.

2. Insert the other end into a power outlet. The
on the terminal’s touch screen with a list of the hardware version, the system
software and the application software in use.

3. The terminal displays
then displays
sion number) when the self-test is complete.

4. If this is the first time you have turned on the SmartSELECT:

• the Configuration Shortcut will begin.

If you have already configured your terminal and are NOT logged on:

Moneris #### (‘####’ is the Moneris Debit/Credit software ver-

Please Wait/Attendre SVP while it performs a self-test,

Loading status message appears

• the Idle screen will appear with the prompt

If you have already configured your terminal and are logged on:

• the Idle screen will appear.

Ready Please Logon

SmartSELECT Merchant Operating Manual v 2.0 23

Configuring Your Terminal

4.2: Configuration Shortcut

This shortcut guides you through setting up required functions, inputting options
and testing the peripheral devices, and is followed by the Introduction Shortcut.

On-line Help in the Shortcut

The Help Topics menu in the SmartSELECT Help System is available from
within the Shortcut any time the
each step in the shortcut.

4.2.1: Following the Configuration Shortcut

Follow these steps to proceed through the Shortcut to set up required functions,
test the peripheral devices and input options:

1. Power up the terminal and wait for the Help screen to appear describing how
to use the Shortcut.

2. Press

3. Key in the Configuration Code (found in Section 1.2: Merchant and Terminal

Exit to continue the Shortcut. The Enter Configuration Code prompt

appears.

Information) and press

? or ?? button is enabled and at the beginning of

Enter.

Note: To enter the “*” character in the Configuration Code, press 123. The

Numeric with Punctuation keypad will appear. Press the * button. The
“*” will appear in the text box. Press ABC to return to the
Alphanumeric keypad and continue entering the Configuration Code.

The printer test message appears.

4. The terminal and any attached devices are tested in the following order:

•the printer

• the POS Admin Card (if your terminal configuration includes this)

• the PINPAD (if your terminal will process Debit cards)

• Communications method (as identified in your configuration code)

a. You may be prompted to enter information for the devices as they are

tested. Follow the prompts and key in the requested data.

b. If the device’s configuration is valid, the terminal displays

three seconds and then a Help screen appears describing the next device
test or, if all devices have been tested, the configuration types available.

Note: If any of the peripheral device tests fail, a Help screen will appear

suggesting possible problems and solutions. Press Exit to return to the
shortcut where you will be prompted to retry the test.

c. Press Exit to continue the shortcut.

5. The

Select Configuration Type? prompt appears.

Note: You will need to key in your Merchant ID Number and the Moneris Host

telephone number during this portion of the configuration. See Section

1.2: Merchant and Terminal Information for these numbers.

Device OK for

• If you wish to be prompted to configure each parameter or if you will
be processing Purchasing Card transactions, select
Go to step 6.

Recommended.

24 SmartSELECT Merchant Operating Manual v 2.0

Configuring Your Terminal

• If not, select Minimum. The General Parameters menu appears.

- Select each parameter individually and key in the settings. When the
parameters are configured, press
menu.
OR

- If you wish to use the default settings for all parameters, simply
press

Exit on the General Parameters menu.

Go to step 7.

6. If you selected

Recommended at the Select Configuration Type? prompt, the

following prompts appear (the default settings are bolded):
a.

Balanced Prompt? on Close Batch Report: Yes or No

b.

Number of Receipt Copies?: 1, 2 or 3

c.

Audible Key Click?: Ye s or No

d.

Trailer Message?: Yes or No. If Yes:

- Enter English Trailer Message

- Enter French Trailer Message

e. Purchasing Card On?: Yes or No. If Yes:

- Sales Tax Type?: GST-only, GST & PST, GST & QST, HST

- Merchant GST Number

- Merchant PST (or QST) Number

Exit on the General Parameters

if required

f.

Enter Merchant ID (see Section 1.2: Merchant and Terminal Information)

g. Enter Initialization Phone Number (see Section 1.2: Merchant and Terminal

Information

)

7. When the parameters have been set up, the terminal displays Host Initialization
while it performs an Initialization transaction.

• If your terminal is configured to process Debit transactions, the

Logon Swipe Admin Card prompt appears.

• If your terminal is configured to process only Credit transactions, go
to step 9.

8. Swipe your POS Admin Card.

9. The terminal displays the status prompt

Logon while it communicates with the

Moneris Host and logs the terminal on to the Host.

10. The Introduction Shortcut appears. Read the shortcut then press

you participating in an ERNEX Electronic Marketing program?

Exit. The Are

prompt

appears.

11. If you are registered with ERNEX to provide ERNEX Gift Cards, select
a. The

Enter ERNEX Terminal ID prompt appears. Key in the ERNEX Termi-

nal ID provided to you by ERNEX and press

Enter.

Yes.

b. The terminal communicates with the ERNEX Host in order to initialize the

terminal on the ERNEX Host.

OR
If you are not registered with ERNEX, select

No.

12. The Idle screen appears.

The terminal is now ready to begin processing transactions.

SmartSELECT Merchant Operating Manual v 2.0 25

Configuring Your Terminal

4.2.2: Restarting the Shortcut

While the Shortcut is in progress, you can restart the Shortcut at any time:

1. Press

2. Select

Restart in the top right corner of the screen. The prompt Restart Short-

cut?

will appear.

Yes to reboot the terminal and return to the beginning of the shortcut

OR
Select

No to return to the screen on which you pressed Restart.

4.2.3: Exiting the Shortcut

You can exit the Shortcut at any time:

1. Press

2. Select

Completing the Shortcut After Exiting

Exit until the Abandon Shortcut? prompt appears.

IMPORTANT: If you abandon the Shortcut, you will not be able

to return to it. In order to complete the terminal
setup you will have to access the

Configuration

menu and select each parameter

Terminal

individually to key in the settings.

Yes to exit the Shortcut permanently and return to the Idle screen. The

prompt

Please Complete Terminal Set Up will appear on the Idle screen.

In order to complete the terminal setup, you will need to:

1. Press

2. Press

3. Select

Menu.
Config. The Terminal Configuration menu appears.

General Parameters.

4. Select each parameter individually and key in the settings.

5. Press

Exit on the General Parameters menu.

6. If you wish to configure Cheque Authorization, Purchasing Cards, Third
Party Hosts, Third Party Cards, loyalty programs or reward programs:
select the list item from the

Terminal Configuration menu and key in the set-

tings.

7. Press

8. Select

9. Key in your Merchant ID and press

Admin. The Administrative Transactions menu appears.

Host Initialization. The Enter Merchant ID prompt appears.

Enter. The Enter Initialization Phone

Number

prompt appears.

10. Key in the Moneris Host phone number (see section 1.2: Merchant and Termi-
nal Information) and press
eris Host then the

11. Press

12. Select

Menu. The Administrative Transactions menu appears.

Logon.

Ready Please Logon prompt appears.

Enter. The terminal communicates with the Mon-

• If your terminal is configured to process Debit transactions, the

Logon Swipe Admin Card prompt appears.

26 SmartSELECT Merchant Operating Manual v 2.0

13. Swipe your Moneris POS Administrative Card.

14. The terminal communicates with the Moneris Host then the Idle screen
appears.

The SmartSELECT terminal is now ready to process transactions.

4.3: Intro Shortcut

The Intro Shortcut consists of one screen that provides information on the Mon­eris POS Administrative card (known as the POS Admin card) and instructions on
how to access the On-line Help. It appears immediately after the Configuration
Shortcut is complete. It can also be accessed from the

menu.

tions

To access the Intro Shortcut, from the Idle screen:

Configuring Your Terminal

• If your terminal is configured to process only Credit transactions, go
to step 14.

Administrative Transac-

1. Press

2. Press

3. Select

4. Press z (the down arrow) to scroll through the text.

5. Press

Menu. The Financial Transactions menu appears.
Admin. The Administrative Transactions menu appears.

Intro Shortcut. The Intro Shortcut will appear in the On-line Help

screen.

Exit to return to the Idle screen.

SmartSELECT Merchant Operating Manual v 2.0 27

Configuring Your Terminal

4.4: The Terminal Configuration Menu

The Terminal Configuration Menu contains a list of parameters and programs that
can be enabled and configured on the SmartSELECT terminal.

IMPORTANT: A number of these programs require agreements

between the merchant and a service provider
other than Moneris Solutions. Please ensure that
the necessary agreements are in place before
attempting to configure those programs on the
terminal.

The parameters and programs are listed in Table 1: SmartSELECT Configuration
Parameters in the order they appear on the

the section in this manual that describes them.

Table 1: SmartSELECT Configuration Parameters

Terminal Configuration menu with

TERMINAL CONFIGURATION
PARAMETER

General Parameters

Dial Communications

Clerk Subtotalling

Multi-terminal Report Setup

Set Default Clerk ID

Clerk ID Maintenance

Enter Training Mode

Print Configuration

Cheque Authorization

Purchasing Card

Third Party Host

Third Party Card

Screen Control

Printer Control

Gift Card Configuration

Remote Code Download

Restore Factory Defaults

Reward Program

ERNEX Configuration

REFER TO SECTION #
FOR DETAILED INSTRUCTIONS

4.5: General Parameters

4.7: Communications Parameters

A.1: Clerk Subtotalling Configuration

B.1: Configuration

A.1: Clerk Subtotalling Configuration

A.1: Clerk Subtotalling Configuration

5.1: Enter Training Mode

4.11: Printing Configuration Parameters

F.1: Configuration

D.1: Configuration

E.1.1: Third Party Host

E.1.2: Third Party Card

4.6.1: Screen Control

4.6.2: Printer Control

G.2: Terminal Configuration for ValueLink

4.12: Remote Code Download

4.13: Restoring Factory Defaults

I.1: AIR MILES Configuration

H.2: Ernex Configuration

28 SmartSELECT Merchant Operating Manual v 2.0

4.5: General Parameters

Some General Parameters are not configured during the Configuration Shortcut.
You must enable each of them individually if you wish to use them. They are:

• Enable Tip Entry (see Appendix C: Tip Entry on PINPad Transactions)

• Pre-Auth Tip Line (see Section 4.5.1: Receipt Format)

• Credit Signature Line (see Section 4.5.1: Receipt Format)

• Invoice Numbers (see Section 4.5.2: Additional SmartSELECT Prompts)

4.5.1: Receipt Format

This includes adding a pre-authorization tip line and a signature line on Credit
Card transaction receipts, setting the number of receipt copies printed and printing
English and French trailer messages on all receipts.

Configuring Your Terminal

From the

1. Select

2. Select

General Parameters menu:

Pre-Auth Tip Line. The Pre-Auth Tip Line? prompt appears.
Yes to print a line on the receipt for the customer to indicate a tip

amount on pre-authorized Credit Card and Third Party Card transactions. The

General Parameters menu reappears.

3. Select

4. Select

Credit Signature Line. The Credit Signature Line? prompt appears.
Yes to print a line on the merchant copy of the receipt for the card-

holder’s signature for Credit Card and Third Party Card transactions. The

General Parameters menu reappears.

5. Select

Number of Receipt Copies. The Number of Receipt Copies? prompt

appears. If you select:

•

1 Copy, only one copy will be printed.

•

2 Copies, the first copy will have “Merchant Copy” printed on it, the

second copy will have “Cardholder Copy” printed on it.

•

3 Copies, the first copy will have “Merchant Copy” printed on it, the

second copy will have “Cardholder Copy” printed on it, the third
copy will have “Duplicate” printed on it.

The

General Parameters menu reappears.

6. Select

English Trailer Message to key in text to appear at the bottom of any

cardholder receipts printed in English. The

Enter English Trailer Message

prompt appears with an uppercase alphabetic keypad.

7. Key in the trailer message (5 lines of 40 characters each; max. 200 charac­ters); it will appear in the edit box above the keypad. Press
have completed keying the trailer message. The

General Parameters menu

Enter when you

will reappear.

Note: Press Space to key in spaces between words and fill the remainder of a

line.
Do NOT press Enter to move the cursor to the next line. The trailer
message text in the edit box will be bumped down to the next line
automatically.
Press abc to display a lowercase alphabetic keypad.
Press 123 to display a numeric keypad.

SmartSELECT Merchant Operating Manual v 2.0 29

Configuring Your Terminal

8. Select French Trailer Message to key in text to appear at the bottom of any
cardholder receipts printed in French. The
prompt appears with an uppercase alphabetic keypad.

9. Key in the trailer message (5 lines of 40 characters each; max. 200 charac­ters); it will appear in the edit box above the keypad. Press
have completed keying the trailer message. The
will reappear.

Note: Press Space to key in spaces between words and fill the remainder of a

line.
Do not press Enter to move the cursor to the next line. The trailer
message text in the edit box will be bumped down to the next line
automatically.
Press àçé to display a keypad of accented characters.
Press abc to display a lowercase alphabetic keypad.
Press 123 to display a numeric keypad.

10. Select Enable Trailer Message. The prompt Trailer Message? appears.

11. Select

Yes to enable the Trailer Message that has been keyed in (or both if

both English and French Trailer Messages have been keyed in).

4.5.2: Additional SmartSELECT Prompts

Enter French Trailer Message

Enter when you

General Parameters menu

This includes displaying a prompt for Invoice Number input during most financial
transactions (except Gift Card refunds, refund voids, activations, activation voids,
balance transfers and cash outs) and displaying a reminder during the Close Batch
transaction to check that the host totals and terminal totals match.

From the

1. Select

2. Select

General Parameters menu:

Invoice Numbers. The Invoice Numbers? prompt appears. The default

is

No.

Yes to have the Enter Invoice Number prompt appear during financial

transactions
OR
Select

No to keep the prompt from appearing.

The

General Parameters menu reappears.

3. Select

4. Select

Balanced Prompt. The Balanced Prompt? prompt appears. The

default is

No.

Yes to have the Are Totals Balanced? prompt appear during the Close

Batch transaction
OR
Select

No to keep the prompt from appearing.

The

General Parameters menu reappears.

30 SmartSELECT Merchant Operating Manual v 2.0

4.6: Other Configuration Parameters

The following parameters are not configured during the Configuration Shortcut.
You must enable each of them individually if you wish to use them. They are
accessed via the

Note: The Swipe Admin Card prompt may appear when you attempt to

change a parameter if your terminal:

- processes Debit Cards
OR

- processes only Credit Cards and requires extra security.

4.6.1: Screen Control

Use this function to adjust the screen contrast if the screen is too dark or too light
and recalibrate the touch screen.

Change Screen Contrast

From the Idle screen:

Terminal Configuration Menu.

Configuring Your Terminal

1. Press

2. Press

3. Scroll down and select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Screen Control. The Swipe Admin Card prompt

appears.

4. Swipe the POS Admin Card. The

5. Select

Contrast. The Contrast prompt appears with 20 options, 1 representing

Screen Control prompt appears.

Low contrast and 20 representing High contrast. The current contrast level
appears in white text on a black item.

6. Select the contrast level list item that represents the contrast level you want on
the touch screen and press

Enter. The terminal displays Please Wait while the

new setting is saved.

7. When the setting is saved the

8. Press

Exit to return to the Terminal Configuration menu.

Screen Control prompt reappears.

Change Screen Alignment

From the Idle screen:

1. Press

2. Press

3. Scroll down and select

4. Swipe the POS Admin Card. The

5. Select

6. Touch each square on the screen as accurately as possible in the order they

7. When the Calibration is setting is saved, the terminal displays either

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Screen Control. The Swipe Admin Card prompt

appears.

Screen Control prompt appears.

Alignment. The Touchscreen Calibration process prompts you to

Touch Point #_ on the screen.

appear. When you have touched all four points, the terminal displays

while the new setting is saved.

Wait

tion Successful

or Calibration Failed for three seconds then the Screen Control

prompt reappears.

Please

Calibra-

SmartSELECT Merchant Operating Manual v 2.0 31

Configuring Your Terminal

8. Press Exit to complete the screen configuration. The Terminal Configuration
menu reappears.

4.6.2: Printer Control

This function allows you to test the printer density settings and select the setting
you prefer.

From the Idle screen:

1. Press

2. Press

3. Scroll down and select

4. Swipe the POS Admin Card. The

5. Select the option you prefer. The default is

6. Press

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Printer Control. The Swipe Admin Card prompt

appears.

single line at the density you selected.

Enter to select that printer density. The Terminal Configuration menu

reappears.

4.7: Communications Parameters

Use the General Parameters function to reconfigure the communication properties

From the Idle screen:

1. Press

2. Press

3. Select

4. Select the parameter you would like to change.

4.7.1: Communications Type

Menu. The Financial Transaction menu appears.
Config. The Terminal Configuration menu appears.

General Parameters. The General Parameters menu appears.

Printer Density prompt appears.

Medium. The printer will print a

To select the communication type:

From the

1. Select

2. Select the communication type your SmartSELECT uses to communicate

• If you select

• If you select

• If you select

General Parameters menu:

Communications Type. The Communications Type? prompt appears.

with the Moneris Host.

Dial, the General Parameters menu reappears with list items 2

through 6 disabled. Go to section 4.8: Dial Communications Parameters.

3201, the General Parameters menu appears with 3201 Poll

enabled. Go to section 4.9: 3201 Direct Communications Parameters.

Code

LAN, the General Parameters menu reappears with LAN Mas-

ter Terminal

figure Terminal as LAN master station OR 4.10.2: Configure Terminal as LAN
slave.

, LAN Address and 3201 Poll Code enabled. Go to 4.10.1: Con-

32 SmartSELECT Merchant Operating Manual v 2.0

4.8: Dial Communications Parameters

If your terminal will being communicating with the Moneris Host over a standard
analog line, you will need to set up these parameters.

Configuring Your Terminal

This process sets up all the parameters in the order they are listed in on the

Communications Setup

If the parameter’s default value displayed on the

menu.

Dial Communications Setup

Dial

menu is acceptable, you do not need to access that prompt. Simply select the next
list item that needs to be changed.

If you access a prompt and decide to keep the default value, simply press
keep that value and return to the

Dial Communications Setup menu.

Enter to

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

General Parameters. The General Parameters menu appears.

4. Ensure that Dial is selected as the communications type:
a. Select

Communications Type. The Communications Type menu

appears.
b. Select
c. Press

5. Select

Dial. The General Parameters menu reappears.

Exit. The Terminal Configuration menu reappears.

Dial Communications. The Dial Communications Setup menu

appears with a list of parameters and their current values.

6. To change the PBX Prefixes for the seven-digit local telephone number and
the ten-digit long distance telephone number to the Moneris host:

Note: These fields are optional.

a. Select Local PBX Prefix. The Enter Local PBX Prefix prompt appears.
b. Key in the local PBX prefix (min. 1 digit, max. 20 digits, e.g. 9) and press

Enter. The Dial Communications Setup menu reappears.

• If you wish to force the terminal to use pulse dialling, press the

Dial

button to enter a “P” before the prefix.

c. Select

Long Dist PBX Prefix. The Enter Long Distance PBX Prefix prompt

appears.

d. Key in the long distance PBX prefix (min. 1 digit, max. 20 digits, e.g. 1

800) and press

Enter. The Dial Communications Setup menu reappears.

• If you wish to force the terminal to use pulse dialling, press the

Dial

button to enter a “P” before the prefix.

7. To change the modem speed for the primary and backup lines:
a. Select

Primary Line Speed. The Primary Line Speed? prompt appears.

b. Select the list item with the appropriate Baud rate. The default is 2400

Baud. The

c. Select

Dial Communications Setup menu reappears.

Backup Line Speed. The Backup Line Speed? prompt appears.

d. Select the list item with the appropriate Baud rate. The default is 2400

Baud. The

Dial Communications Setup menu reappears.

Pulse

Pulse

SmartSELECT Merchant Operating Manual v 2.0 33

Configuring Your Terminal

8. To set the terminal to check or not check that the phone line is available
before attempting to dial out:

a. Select
b. Select the appropriate list item:

The

9. To change how quickly the tones are dialled (if you are using tone dialling
rather than pulse dialling):

a. Select
b. Select the list item with the appropriate dial speed. The default speed in 10

10. To change the number of seconds the dial tone must be present before the con­nection is determined to be successful:
a. Select

b. Key in a value (min. 0.25, max. 5.00 seconds) and press

11. To determine whether the terminal monitors the modem-to-host connection
process:
a. Select
b. Select the appropriate list item. The default is

The

12. To change the modem to communicate with standard or noisy phone lines:
a. Select

b. Select the appropriate list item. The default setting is 1 for standard phone

13. Press

14. Press

Line Available Check. The Line Available Check? prompt appears.

• Select
before dialling out.

• Select

Dial Communications Setup menu reappears.

Tone Dial Speed. The Tone Dial Speed? prompt appears.

dps. The

Stabilization Timer. The Enter Stabilization Timer prompt appears

with a keypad.

is 0.25 seconds. The

Call Progress Check. The Call Progress Check? prompt appears.

• Select

• Select

Dial Communications Setup menu reappears.

Modem Configuration. The Modem Configuration prompt appears

with five options.

lines. Settings 2 through 5 are for progressively noisier phone lines. The

Dial Communications Setup menu reappears.

Exit to return to the Terminal Configuration menu.
Exit. The Idle screen appears.

Yes to force the terminal to check that the line is available

No to set the terminal to begin dialling without checking.

Dial Communications Setup menu reappears.

Enter. The default

Dial Communication Setup menu reappears.

Yes.
Yes to monitor the modem-to-host connection process.
No if the phone environment is noisy.

The terminal is once again ready to communicate with the Moneris Host.

34 SmartSELECT Merchant Operating Manual v 2.0

Configuring Your Terminal

4.9: 3201 Direct Communications Parameters

If your terminal will being communicating with the Moneris Host over a Datapac
3201 direct line, you will need to set up this parameter.

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

General Parameters. The General Parameters menu appears.

4. Ensure that 3201 is selected as the communications type.

5. Select

3201 Poll Code. The Enter Datapac 3201 Poll Code prompt appears.

6. Key in the 2-character poll code and press

Parameters

7. Press

8. Press

menu.

Exit to return to the Terminal Configuration menu.
Exit. The Idle screen appears.

The terminal is once again ready to communicate with the Moneris Host.

4.10:LAN Communication Parameters

You must set up one SmartSELECT terminal in the LAN as a LAN Master station
and the remaining terminals in the LAN as LAN slaves in order to allow the termi­nals to communicate with the Moneris Host over a 3201-based LAN connection.

4.10.1: Configure Terminal as LAN master station

From the Idle screen:

1. Press

2. Press

3. Select

4. Ensure that LAN is selected as the communications type:

5. To identify this terminal as the master terminal:

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

General Parameters. The General Parameters menu appears.

a. Select

Communications Type. The Communications Type menu

appears.
b. Select
c. Press

a. Select

LAN. The General Parameters menu reappears.

Exit. The Terminal Configuration menu reappears.

LAN Master Terminal. The Testing LAN for Activity prompt appears

while the terminal checks the LAN port for activity.

• If the port is active, the

LAN Master Station? prompt appears.

• If there is no activity on the port, the
appears on the screen, then the

Enter to return to the General

No Poll Received message

General Parameters menu reappears.

Note: Check that the communication cable is connected to the correct port on

the SmartSELECT terminal and try the configuration again.

b. Select Yes to set this terminal as the Master terminal. The LAN Address

parameter is automatically set to “20” and the prompt

Please Wait appears

while the terminal checks for the eN-LAN 2000 version.

c. When the terminal receives the eN-LAN 2000 version number, it displays

the version number on the screen,
onds then the

General Parameters menu reappears.

eN-LAN 2000 Ver. #.##, for three sec-

SmartSELECT Merchant Operating Manual v 2.0 35

Configuring Your Terminal

6. To key in the total number of terminals in the LAN:
a. Select

No. of LAN Terminals. The Number of LAN Devices prompt

appears with a numeric keypad.

b. Key in the total number of terminals including the master terminal (min. 1,

max. 16) and press

7. To key in the poll code for this terminal:
a. Select

3201 Poll Code. The Enter Datapac 3201 Poll Code prompt appears

with an alphanumeric keypad.

b. Key in the two-digit Poll Code and press

Code.
The

General Parameters menu reappears.

8. Press

9. Press

Exit to return to the Terminal Configuration menu.
Exit. The Idle screen appears.

The terminal is now ready to communicate with the Moneris Host over a 3201­based LAN connection.

4.10.2: Configure Terminal as LAN slave

You must set up one SmartSELECT terminal as a LAN Master station before you
can set up any terminals as LAN slaves.

Enter. The General Parameters menu reappears.

Enter. The terminal tests the Poll

From the

1. Ensure the

2. Select

General Parameters menu:

Communications Type parameter display says LAN and LAN Mas-

ter Terminal

says No.

LAN Address. The Enter LAN Address prompt appears with an alpha-

numeric keypad.

3. Key in the two-digit LAN address and press

ity

prompt appears while the terminal checks the LAN port for activity, then

the

General Parameters menu reappears.

4. Press

5. Press

Exit to return to the Terminal Configuration menu.
Exit. The Idle screen appears.

The terminal is now ready to communicate with the Moneris Host over a 3201­based LAN connection.

4.11:Printing Configuration Parameters

When you have finished configuring your terminal, perform this function in order
to have a printed record of the terminal’s parameters.

From the Idle screen:

1. Press

2. Press

3. Select

4. When the report is printed, the

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Print Configuration. The terminal displays the report name, Print Con-

figuration Parameters

, while the terminal settings print.

Terminal Configuration menu reappears.

Enter. The Testing LAN for activ-

36 SmartSELECT Merchant Operating Manual v 2.0

4.12:Remote Code Download

From time to time Moneris may ask you to use this function to download Smart­SELECT software to your terminal. A Moneris support specialist will contact you
and guide you through the process to ensure that a complete and proper download
of the software occurs.

IMPORTANT: Do NOT use this function unless directed to do so

by the Moneris Merchant Service Centre.

4.13:Restoring Factory Defaults

This function returns the terminal’s parameters to the original factory settings.

From the Idle screen:

Configuring Your Terminal

1. Press

2. Press

3. Select

4. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Restore Factory Defaults. The Destroy All Information? prompt

appears.

Yes to restore the terminal settings to the factory defaults. The terminal

reboots, then begins the Configuration Shortcut. (See Section 4.2: Configura­tion Shortcut for further details.)

Note: If you select No, the Terminal Configuration menu reappears and

the terminal settings remain unchanged.

SmartSELECT Merchant Operating Manual v 2.0 37

Configuring Your Terminal

38 SmartSELECT Merchant Operating Manual v 2.0

Chapter 5: Training Mode

Training Mode allows you and your employees to learn how to operate the Smart­SELECT terminal without
accounts and your customers’ accounts.

You can practice most Administrative and Financial transactions in Training
Mode, however most Configuration transactions and all Purchasing Card transac­tions cannot
formed are greyed out on the terminal screen while in Training Mode.

be performed in Training Mode. Transactions that cannot be per-

5.1: Enter Training Mode

The Training Mode list item on the Terminal Configuration menu changes
according to the training mode status. If Training Mode is not enabled, the list
item is

Training Mode

From the Idle screen:

Enter Training Mode. If Training Mode is enabled, the list item is Exit

.

Note: Training Mode can only be activated on terminals that have been

configured, initialized and logged on.

affecting your terminal total amounts, your financial

1. Press

2. Press

3. Select

4. Select

All transactions performed on the terminal will now be in Training Mode until
you exit Training Mode. All financial training transactions will be approved and
stored in the terminal’s memory in Training Totals. All receipts for training trans­actions and reports on training totals will have a * TRAINING * TRAINING *
TRAINING * banner printed on them at the top, middle and bottom.

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Enter Training Mode. The Clear Training Totals? prompt appears.
Yes to clear the training totals amount to zero and enter transactions in

Training Mode
OR
Select

No to leave the training total amounts as they are and enter transactions

in Training Mode.
The terminal returns to the Idle screen with the

the top of the screen.

IMPORTANT: Ensure that you exit Training Mode before

processing actual financial transactions.
Transactions processed in Training Mode will not
affect your terminal totals, financial accounts and
customers’ accounts.

Ready For Training prompt at

SmartSELECT Merchant Operating Manual v 2.0 39

Training Mode

5.2: Exit Training Mode

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Exit Training Mode. The terminal returns to the Idle screen with the

Terminal Ready prompt at the top of the screen.

All transactions performed on the terminal will now be in normal mode. They
WILL affect your terminal totals, your financial accounts and your customers’
accounts.

5.3: Transactions Available in Training Mode

The table below lists the types of transactions that can be performed in Training
Mode and which types of cards they can be performed for. Most transactions are
available regardless of the type of card in use.

Table 1: Training Transactions by Card Type

TRAINING TRANSACTION

ADMINISTRATIVE

End-of-Day Shortcut X X X

Merchant Sub-totals X X X

Close Batch X X X

Deposit Totals Inquiry X X X

Clerk Sub-totals X X X

Intro Shortcut X X X

Print Stored Transactions X X X

Transaction Inquiry X X X

Reprint X X X

Term Lang X X X

CREDIT
CARD

DEBIT
CARD

PRIVATE
LABEL

FINANCIAL

Purchase X X X

Purchase Void X X X

Refund X X X

Refund Void X X X

Pre-Authorization X X

Advice X X

CONFIGURATION

Set Default Clerk ID X X X

Exit Training Mode X X X

40 SmartSELECT Merchant Operating Manual v 2.0

Chapter 6: Administrative Transactions

Administrative Transactions allow you to manage and perform the SmartSELECT
features that require communication with the Moneris Host. 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: Initializing the SmartSELECT Terminal

This function sends information about the SmartSELECT terminal to the Moneris
Host and receives additional parameters and information from the Host. It MUST
be performed once, after completing configuration in order to use your SmartSE­LECT terminal to process any transactions.

Initialization is performed automatically during the Configuration Shortcut how­ever, if the Shortcut is interrupted, you must perform the Initialization from the

Administrative Transactions menu.

Note: The terminal’s communication parameters must be set up before the

Initialization function can be performed. (see Section

Communications Parameters

).

4.7:

6.1.1: Terminal Initialization (First Initialization)

If you abandoned the Configuration Shortcut you will need to perform this trans­action in order to complete the configuration.

IMPORTANT: If your communications type is “Dial”, ensure that

the Dial Communications parameters have been
configured before attempting this transaction.

From the Idle screen:

1. Press

2. Select

3. Key in the Merchant ID (min. 13 and max. 19 alphanumeric characters) and

4. Key in the Initialization Phone Number (min. 7 and max. 16 numeric digits)

5. The terminal communicates with the Moneris Host and displays the Host Ini-

6. After a successful Initialization, the terminal beeps and returns to the Idle

Menu. The Administrative Transactions menu appears.

Host Initialization. The Merchant ID prompt appears with a numeric

keypad.

press

Enter. The Enter Initialization Phone Number prompt appears with a

numeric keypad.

and press

Note: This prompt appears only if your communications type is “Dial” OR

tialization

Screen with the

Enter.

your terminal is not configured to “Dial” and is not polling the LAN or
3201 Host.

status prompt.

Ready Please Logon prompt.

SmartSELECT Merchant Operating Manual v 2.0 41

Administrative Transactions

The Initialization is complete and the terminal is now ready to perform financial
transactions whenever it is logged on (see section 6.2: Logon).

6.1.2: Terminal Re-initialization

The Moneris Merchant Service Centre may ask you to re-initialize your terminal
from time to time.

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Host Initialization. The Retain Current Merchant Settings? prompt

appears.

• To retain the current Merchant ID and Initialization Phone Number settings,
select

Yes. Go to step 6.

• To change these two settings, select

No. The Enter Merchant ID prompt

appears.

4. Key in the Merchant ID using the keypad on the screen (min. 13 and max. 19
alphanumeric characters) and press

Number

prompt appears.

Enter. The Enter Initialization Phone

5. Key in the Initialization Phone Number (min. 7 and max. 16 numeric digits)
and press

Note: This prompt only appears if your communications type is “Dial” OR

Enter.

your terminal is not configured to “Dial” and is not polling the LAN or
3201 Host.

6. The terminal communicates with the Moneris Host and displays the Host Ini-

tialization

status prompt.

7. After a successful Initialization:

• the terminal beeps and the

Do You Wish to Clear Storage? prompt

appears.
OR

• if you entered a new Merchant ID at step 4 of this process, the terminal

storage is cleared automatically and the terminal goes to the Idle Screen
with the

8. Select

Ready Please Logon prompt. The Initialization is complete.

Yes to clear the data capture area (the terminal memory) and the termi-

nal totals.
OR
Select

No to leave the current settings and terminal totals in the terminal

memory.
The

Ready Please Logon prompt appears.

The terminal is now ready to perform financial transactions whenever it is logged
on (see Section 6.2: Logon).

42 SmartSELECT Merchant Operating Manual v 2.0

6.2: Logon

Administrative Transactions

This transaction connects the terminal to the Moneris Host so you can perform
live financial transactions and reporting transactions that require information from
the Host.

You should Logon to your SmartSELECT terminal at the beginning of each busi­ness day.

If you re-initialize your terminal, you will need to Logon to your terminal again.

From the Idle screen:

Note: If your terminal accepts Debit cards, the POS Admin Card is required to

Logon.

1. Press Menu. The Administrative Transactions menu appears.

2. Select

3. Swipe the POS Admin Card. The terminal displays

Logon. The Swipe Admin Card prompt.

Logon while it communi-

cates with the Moneris Host then returns to the Idle screen when the Logon is
completed.

Note: If you perform a Logon transaction when the terminal is already logged

on, you will not get an error message; the terminal will simply remain
logged on.

6.3: Balancing & Settling Your Account

In order to have the funds from your POS transactions deposited into your
account, you must close the Batch containing those transactions. You will need to
do this for the Moneris Host and each of the Third Party hosts that process trans­actions for you. Moneris recommends that you process a Close Batch transaction
at least once a day, preferably at the end of each business 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.

6.3.1: Close Batch

This function requests and prints current batch totals, and sends a close batch
request to the Hosts your terminal connects to, including the Moneris Host and
any Third Party Hosts you have configured.

The report consists of transaction type totals by host and host grand totals.

There are two ways to perform a Close Batch:

• the Close Batch transaction

• the Multi-Terminal Reporting transaction

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

SmartSELECT Merchant Operating Manual v 2.0 43

Administrative Transactions

Host. The second part automatically deposits the appropriate funds into your busi­ness account if your terminal and the Host totals match.

The Balanced Prompt option is available only for the Moneris Host. If it is
enabled, you will be prompted to confirm that the Moneris Host totals match your
terminal’s totals before the Close Batch request is sent to the Host. If your termi­nal’s 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.

If Multi-Terminal Reporting has been enabled on your terminal, you will have to
close the Moneris Host separately from your Third Party Hosts. You will need to
perform a Close Batch transaction for your Third Party hosts and the Multi-Termi­nal Reporting transaction for the Moneris Host.

Note: If you do not have any Third Party Hosts set up AND Multi-Terminal

Reporting has been enabled AND Close Batch is not allowed on your
terminal, the Close Batch transaction will not appear on the
Administrative Transactions menu.

Close Batch to the Moneris Host Only:

IMPORTANT: If the screen goes blank at any time during the

Close Batch, touch the screen to reactivate it
then respond to the prompt that appears.

To perform a Close Batch on a terminal that connects only to the Moneris Host,
from the Idle screen:

1. Press

2. Press

3. Select

4. Key in the Clerk ID and press

Menu. The Financial Transactions menu appears.
Admin. The Administrative Transactions menu appears.

Close Batch. The Enter Clerk ID prompt appears.

Enter

OR
Swipe the Clerk ID Card. The Clerk ID appears for 3 seconds.
The terminal displays

Close Batch while it communicates with the Moneris

Host. Go to step 7.

5. Select

Yes to close the batch.

• If the Balanced Prompt is enabled, the

Are Totals Balanced? prompt

appears. Go to step 6.

• If the Balanced Prompt is not enabled, go to step 7.
OR
Select

No to leave the batch open. Go to step 7.

6. Select

Yes if the totals from the terminal’s memory match the totals from the

Host(s) on the Close Batch report. Go to step 8.
OR
Select

No if the totals do not match. The terminal will display the status

prompt

Bank and Terminal Totals Do Not Match and the text “(BAL - NO)”

will appear at the bottom of the Current Batch Total report. Call the Moneris
Merchant Service Centre the next business day for assistance.

7. The terminal displays

Close Batch while it completes the Close Batch request

to deposit the funds into your account and the report completes printing.

44 SmartSELECT Merchant Operating Manual v 2.0

Administrative Transactions

8. The Idle screen reappears.

Close Batch to Multiple Hosts:

To perform a Close Batch on a terminal that connects to the Moneris Host AND at
least one Third Party Host, from the Idle screen:

1. Press

2. Press

3. Select

4. Key in the Clerk ID and press

Menu. The Financial Transactions menu appears.
Admin. The Administrative Transactions menu appears.

Close Batch. The Enter Clerk ID prompt appears.

Enter

OR
Swipe the Clerk ID Card. The Clerk ID appears for 3 seconds.
The

Close All Batches or Select By Host? prompt appears.

5. To close all batches, select

All. The terminal displays Close Batch while it

communicates with each of the Hosts. Go to step 7.
OR
To close specific Hosts, select

6. Select

Yes to perform a Close Batch on the Moneris Host.

By Host. The Moneris Host? prompt appears.

OR
Select

No to leave the Moneris Host as is.

The

Other Host #? prompt appears (# = the Host number).

7. Select

Yes to perform a Close Batch on the Third Party Host with that Host

number.
OR
Select

No to leave that Third Party Host as is.

The

Other Host #? prompt appears until all Third Party Hosts have been dis-

played in numerical order.

8. When all Third Party Hosts have been displayed and selected or left as is, the
terminal displays

Close Batch while the SmartSELECT communicates with

each selected Host then begins printing the report for the first selected Host.
The

Select Close? prompt appears for each Host.

9. Select

Yes to close the batch.

• If the Balanced Prompt is enabled for the Moneris Host, the

Balanced?

prompt appears for 30 seconds. Go to step 10.

Are Totals

• If the Balanced Prompt is not enabled, go to step 11.
OR

Select

No to leave the batch open. Go to step 7.

10. Select

Yes if the totals from the terminal’s memory match the totals from the

Moneris Host. Go to step 12.
OR
Select

No if the totals do not match. The terminal will display the status

prompt

Bank and Terminal Totals Do Not Match and the text “(BAL - NO)”

will appear at the bottom of the Current Batch Total report. Call the Moneris
Merchant Service Centre the next business day for assistance.

11. Repeat steps 7 to 10 for each host.

SmartSELECT Merchant Operating Manual v 2.0 45

Administrative Transactions

12. The terminal completes the Close Batch request to deposit the funds into your
account and the terminal displays
printing. The Idle screen reappears.

6.3.2: Multi-Terminal Report and Close

This function allows you to perform the Close Batch, the Deposit Totals or both
functions on all terminals associated with the same merchant number from one of
the terminals. See Appendix B: Multi-Terminal Reporting for instructions.

6.3.3: End of Day Shortcut

This shortcut takes you through your end-of-day procedures based on your termi­nal’s configuration. End-of-day procedures include printing a Current Batch
Totals report from all configured Hosts, closing your current batch of transactions,
and obtaining the number and dollar value of Debit and Credit transactions saved
in the SmartSELECT’s memory since the last batch was closed.

IMPORTANT: In order to receive the dollar value of your

Close Batch while the report completes

transactions in your business account on a daily
basis, you must perform the Close Batch
transaction on a daily basis. You can do this
through the End-of-Day Shortcut or directly from
the

Administrative Transactions menu (see

Section 6.3.1: Close Batch). Batches closed prior
to your Moneris closing time are processed by
Moneris that same day.

To access the End of Day Shortcut, from the Idle screen:

1. Press

2. Press

3. Select

4. The shortcut takes you through the standard Close Batch (see Section 6.3.1:

If the terminal is configured for multi-terminal reporting, please see section B.2:
Multi-Terminal Report and Close for instructions.

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transaction menu appears.

End of Day Shortcut.

Close Batch for instructions) if:

• the terminal is allowed to perform the Batch Close transaction

AND

• the Close Batch function is enabled

AND

• a Terminal Name has NOT been configured.

46 SmartSELECT Merchant Operating Manual v 2.0

6.4: Logoff

Administrative Transactions

For security reasons, your SmartSELECT terminal should be logged off at the end
of each business day after you perform a Close Batch transaction. Financial trans­actions cannot be processed on your terminal once it has been logged off.

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Admin. The Administrative Transactions menu appears.

Logoff. The terminal displays Logoff while it communicates with the

Moneris Host, then returns to the Idle screen with the
prompt.

Ready Please Logon

SmartSELECT Merchant Operating Manual v 2.0 47

Administrative Transactions

48 SmartSELECT Merchant Operating Manual v 2.0

Chapter 7: Reporting Transactions

This chapter provides instructions on reprinting a receipt for a single transaction,
printing lists of transactions matching specific criteria, and printing a report of all
transactions performed on the SmartSELECT since the last Close Batch transac­tion.

7.1: Reprinting a Receipt

There are two methods for reprinting a receipt. You can use the Reprint button on
the

Financial Transactions menu or use the Transaction Inquiry function (see

Section 7.2: Transaction Inquiry).

To use the

1. Press

2. Press

3. Press

4. The Idle screen reappears.

Reprint button, immediately after the transaction is finished:

Exit. The Idle screen appears.
Menu. The Financial Transactions menu appears.
Reprint.

Note: The Reprint button also appears on the Administrative

Transactions menu and the Terminal Configuration menu.

The terminal displays the type of transaction the receipt is for, then the Idle
screen reappears. The text “* DUPLICATE * DUPLICATE * DUPLICATE
*” appears on the reprinted receipt at the top, middle and bottom.

7.2: Transaction Inquiry

This transaction prints or displays selected financial transactions from the termi­nal’s memory by date. Selection criteria include: Clerk ID (if enabled), Card Type
(debit, credit, third party and private label cards only), Card Number, Amount,
Transaction Type (debit and credit financial transactions only), and Transaction
Date. Terminal totals are not included in this report.

If no criteria are selected, all transactions in the memory are printed or displayed.

From the Idle screen:

1. Press

2. Press

3. Scroll down and select

4. The terminal displays a

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Transaction Inquiry.

Select criteria prompt for each criteria by which the

transactions can be searched. The

Clerk ID, Card Type, Card Number, Amount, Transaction Type, and Transac­tion Date

To search for transactions by a specific criteria, when that
prompt appears:

.

Select criteria prompts appear in this order:

Select criteria

SmartSELECT Merchant Operating Manual v 2.0 49

Reporting Transactions

• Select the criteria from the list, or key in the specific criteria and press

Enter

OR
To ignore that criteria during the transaction search, press

The next Select criteria prompt appears.

When you press

Select Print or Display? prompt appears.

5. To send the found transactions to the printer, select
OR
To display the found transactions on the SmartSELECT touch screen, select

Display.

The terminal displays
tions that match the criteria.

If matching transactions are found for a printed report:

Enter.

Enter on the Select Transaction Date criteria prompt, the

Print

Processing while it searches the memory for transac-

6. the terminal displays

Transaction Inquiry while the report prints. When print-

ing is complete, the Idle screen appears.

If matching transactions are found for a displayed report:

6. the terminal displays the

Examine Records prompt over the Summary List of

matching transactions. See below for information on the Summary List For­mat.

• To scroll through the Summary List, use the arrows at the bottom of the

touch screen.

• To view more details about a transaction, select the transaction’s list item.

The complete details of the transaction are displayed. See below for infor­mation on the Transaction Detail Format.

- To print the transaction details, press

- To return to the summary list, press

- To return to the Idle screen, press

Reprint.

Enter.

Exit.

If no matching transactions are found:

6. the terminal displays the

Exit to return to the Idle screen OR wait a moment and the Idle screen will

No Transaction Found Please Retry prompt. Press

reappear automatically.

Summary List Format

If matching transactions are found for a displayed report, the list of transaction is
displayed on the touch screen as follows:

CLERK ID #

EXAMINE RECORDS

> CARD NUMBER

TRAN TYPE $123,456.99 ACCT TYPE

> CARD NUMBER

TRAN TYPE $123,456.99 ACCT TYPE

50 SmartSELECT Merchant Operating Manual v 2.0

Reporting Transactions

Transaction Detail Format

If a matching transaction is selected from the list, the details of that transaction are
displayed on the touch screen as follows:

CARD NUMBER

Account: ACCT TYPE Exp: CARD EXPIRY DATE
Trans: TRAN TYPE
Card: CARD TYPE
Amount: $123,456.99
Appr: APPROVAL NUMBER Seq: SEQUENCE NUMBER
Date: TRANSACTION DATE Time: TRANSACTION TIME
Admin: POS ADMIN CARD NUMBER

Key to Transaction Inquiry displays

ACCT TYPE TRAN TYPE $123,456.99

the card/account type the transaction type the transaction amount

CR = Credit
CHQ = Chequing
SAV = Savings

P = Purchase
PC = Purchase Correction
R = Refund
RC = Refund Correction
PA = Pre-Authorization
A = Advice
PM = Payment
PV = Payment Void

SmartSELECT Merchant Operating Manual v 2.0 51

Reporting Transactions

7.3: Merchant Subtotals Inquiry

This function creates a report of the merchant’s current batch totals on the selected
host. The report totals are organized by card type and grand totals are produced for
each host. The list of hosts includes the Moneris Host and any third party hosts
that have been configured.

Note: The terminal must be logged on in order to activate this list item and

produce the report.

Merchant Subtotals Report for All Hosts

From the Idle screen:

1. Press

2. Press

3. Select

4. Key in the Clerk ID and press

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Merchant Subtotals. The Enter Clerk ID prompt appears.

Enter

OR
Swipe the Clerk ID card. The Clerk ID appears for 3 seconds.

• If the terminal connects to more than one host, the

Merchant Sub-Totals?

prompt appears.

• If the terminal connects only to the Moneris Host, go to step 6.

5. Select

6. The terminal displays

All to produce reports for every Host the terminal connects to.

Merchant Subtotals while it communicates with the

Host(s) and prints the report(s) then returns to the Idle screen.

Merchant Subtotals Report for Selected Hosts

Note: This is only available if the terminal connects to more than one host.

From the Idle screen:

1. Press

2. Press

3. Select

4. Key in the Clerk ID and press

5. Select

6. Select

7. Select

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Merchant Subtotals. The Enter Clerk ID prompt appears.

Enter

OR
Swipe the Clerk ID card. The Clerk ID appears for 3 seconds.
The

Merchant Sub-Totals? prompt appears.

By Host to select the specific Hosts to include in the report. The termi-

nal displays the

Yes to produce a report including totals from the Moneris Host. The

Other Host n? prompt appears (n is the Third Party Host number).

Yes to produce a report including this Host.

Moneris Host? prompt.

• If there are other Third Party Hosts configured on your terminal, the

Other Host n? prompt continues to reappear until all Hosts have been dis-

played. Select

Yes or No depending on whether or not you want to

include that Host’s totals in the report.

When all Third Party Hosts have been displayed, the terminal displays

chant Subtotals

while it communicates with each Host and prints the report.

Mer-

8. When the report is printed, the terminal returns to the Idle screen.

52 SmartSELECT Merchant Operating Manual v 2.0

7.4: Deposit Totals Inquiry

This function produces a report of the current batch totals on the Moneris Host
only. The report totals are organized by card type, then by grand totals from the
Moneris Host only.

Note: The terminal must be logged on in order to activate this list item and

produce the report.

From the Idle screen:

Reporting Transactions

1. Press

2. Press

3. Select

4. The terminal returns to the Idle screen when the report is printed.

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Deposit Totals Inquiry. The terminal displays Deposit Totals Inquiry

while it communicates with the Moneris Host and prints the report.

7.5: Print Stored Transactions

This transaction prints all transactions in the terminal’s memory by date or by
batch number including terminal totals. The transactions can also be grouped by
card type.

Note: If you perform your end-of-day transactions from the Administrative

Transactions menu rather than the End-of-Day shortcut, you may

wish to print this report before performing a Close Batch transactions in
order to have a printed record of the transactions in that batch.

From the Idle screen:

1. Press

2. Press

3. Scroll down and select

4. To print the transactions:

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

prompt appears.

• for a specific clerk:

key in the Clerk ID and press
OR
swipe the Clerk ID card. The Clerk ID appears for 3 seconds.

• for all clerks:

press

Enter

The Select Print Mode prompt appears.

Print Stored Transactions. The Enter Clerk ID

Enter.

5. Select the sorting method for the printed report.

• If you select

prompt appears with a numeric keypad.

• If you select

prompt appears with a numeric keypad.

6. Key in the Batch number or the Date and press

Processing while the memory is searched for matching transactions.

Batch or Batch by Card Type, the Enter Batch Number

Date or Date by Card Type, the Enter Date (YY)MMDD

Enter. The terminal displays

SmartSELECT Merchant Operating Manual v 2.0 53

Reporting Transactions

• If matching transactions are found, the terminal displays Print Stored

Transactions

screen appears.

• If no matching transactions are found, the terminal displays the

action Found Please Retry

or wait a moment and the Idle screen will reappear automatically.

while the report prints. When printing is complete, the Idle

7.6: Cancel Report Printing

Any time while the report is printing and the Exit button is available:

No Trans-

prompt. Press Exit to return to the Idle screen

1. Press

2. The text “* TRANSACTION CANCELLED *” is printed on the report.

3. The Idle screen reappears.

Exit. The status message “CANCELLED” appears on the screen.

54 SmartSELECT Merchant Operating Manual v 2.0

Chapter 8: Debit Financial Transactions

This chapter outlines the procedures for processing Debit transactions including:

• Purchase

• Purchase Void

• Refund

• Refund Void

For information on performing Debit transactions with Tip Entry on PINPad
enabled, see Appendix C: Tip Entry on PINPad Transactions.

Debit transactions involve the use of the cardholder’s Debit card. Each debit trans­action requires:

• a swipe of the debit card through the Magnetic Stripe Reader (MSR) on the
terminal or, if you have an PINSmart PINPad connected to your terminal, the
PINPad.

AND

• the input of the cardholder’s Personal Identification Number (PIN) on the
PINPad by the cardholder. Therefore, the cardholder must be present for a
Debit transaction to be processed.

Note: For security reasons, please respect the cardholder’s privacy while they

enter their PIN on the PINPad and encourage your customers to protect
their PIN.

You must have a PINPad attached to the SmartSELECT in order to process Debit
Card transactions.

To reduce the risk of fraudulent card use, only a portion of the cardholder's card
number is printed on the cardholder receipt. The remainder of the card number is
masked. For debit card numbers, the first 10 digits of the card are printed in clear.
From the 11th digit onwards, asterisks are printed in the place of the real digits,
e.g.: 0123456789******.

The following instructions all begin at the Idle screen. To access the Idle screen:

• from the Moneris Logo screen, press the

• from any other screen, press

The following instructions are for a SmartSELECT set up with a PINPAD II and a

Swipe Customer Card Idle screen. The idle PINPad displays WELCOME/BON-

.

JOUR

If your terminal has a PINSmart pinpad and an
screen, please see Section 8.5: ‘Enter Purchase Amount’ Idle Screen Instructions.

Exit until the Idle screen appears.

Moneris Solutions button.

Enter Purchase Amount Idle

SmartSELECT Merchant Operating Manual v 2.0 55

Debit Financial Transactions

8.1: Debit Purchase

To process a Purchase transaction using a Debit card, follow the instructions
below.

From the Idle screen:

1. Swipe the customer’s Debit card on the terminal. The terminal displays

cessing

a. On the PINPad, the prompt

2. Key in the Purchase amount and press

then the Enter Purchase Amount prompt appears.

PURCHASE appears.

Enter. The Continue on PINPAD

Pro-

prompt appears.
On the PINPad:

a. The prompt
b. The customer presses the

PURCHASE $#.## - OK? appears.

OK button. The SELECT ACCOUNT prompt

appears.

c. The customer presses the

the

SAV/EP button to select their savings account. The ENTER PIN & OK

prompt appears.

PIN=

CHQ button to select their chequing account OR

d. The customer keys in their PIN (personal identification number) and

presses the

OK button. The PLEASE WAIT FOR MESSAGE prompt

appears.

3. The terminal displays

Processing then the Host Response screen (indicating

the purchase amount and the card number) while it communicates with the
Moneris Host and begins printing the first copy of the receipt.

4. When the Purchase is approved, the Host Response screen is updated with the

Approved text and the transaction number, and the terminal finishes printing

the Merchant copy of the receipt. The
a. The PINPad displays the

APPROVED-THANKS OBTAIN CARD prompt.

Next Copy button appears.

b. The customer returns the PINPad.

5. Tear off the receipt and keep it for your records.

6. Press

Next Copy to print the Cardholder copy of the receipt. The receipt

prints.

7. Tear off the receipt and give it to the customer along with their Debit card.

8. Press

Exit. The terminal returns to the Idle screen.

a. The PINPad display returns to the

WELCOME/BONJOUR prompt.

56 SmartSELECT Merchant Operating Manual v 2.0

8.2: Debit Refund

This is used to refund the full amount or a portion of the amount of a Debit Pur­chase transaction.

Note: The POS Admin Card is required to process this transaction.

From the Idle screen:

Debit Financial Transactions

1. Press

2. Select

Menu. The Financial Transactions menu appears.

Refund. The Swipe Admin Card prompt appears with the word Refund

above it.

3. Swipe the POS Admin Card. The

4. Swipe the customer’s Debit card on the terminal. The terminal displays

cessing

a. On the PINPad, the

then the Enter Refund Amount prompt appears.

REFUND prompt appears.

5. Key in the amount of the Refund and press

Swipe Customer Card prompt appears.

Pro-

Enter. The Continue on PINPAD

prompt appears.
On the PINPad:

a. The prompt
b. The customer presses the

REFUND $#.## - OK? appears.

OK button. The SELECT ACCOUNT prompt

appears.

c. The customer presses the

the

SAV/EP button to select their savings account. The ENTER PIN & OK

PIN=

prompt appears.

CHQ button to select their chequing account OR

d. The customer keys in their PIN (personal identification number) and

presses the

OK button. The PLEASE WAIT FOR MESSAGE prompt

appears.

6. The terminal displays

Processing then the Host Response screen (indicating

the refund amount and the card number) while it communicates with the Mon­eris Host and begins printing the first copy of the receipt.

7. When the Refund is approved, the Host Response screen is updated with the

Approved text, and the transaction number, and the terminal finishes printing

the Merchant copy of the receipt. The
a. The PINPad displays the

APPROVED-THANKS OBTAIN CARD prompt.

Next Copy button appears.

b. The customer returns the PINPad.

8. Tear off the receipt and keep it for your records.

9. Press

Next Copy to print the Cardholder copy of the receipt. The receipt

prints.

10. Tear off the receipt and give it to the customer.

11. Press

Exit. The terminal returns to the Idle screen.

a. The PINPad display returns to the

WELCOME/BONJOUR prompt.

SmartSELECT Merchant Operating Manual v 2.0 57

Debit Financial Transactions

8.3: Debit Purchase Void

This transaction is used only when a Debit Purchase was entered incorrectly and
needs to be cancelled before it is re-entered correctly. It must be processed for the
same amount as the original Debit Purchase and must be processed in the same
batch as the original transaction.

Note: The POS Admin Card is required to process this transaction.

From the Idle screen:

1. Press

2. Select

3. Swipe the POS Admin Card. The

4. Swipe the customer’s Debit card on the terminal. The terminal displays

Menu. The Financial Transactions menu appears.

Purchase Void. The Swipe Admin Card prompt appears with the

words

Purchase Void above it.

Swipe Customer Card prompt appears.

cessing

a. On the PINPad, the

then the Enter Original Authorization Number prompt appears.

PURCH. CORRECTION prompt appears.

Pro-

5. Key in the authorization number (AUTH. #) found on the original receipt and
press

Enter. The Enter Purch. Void Amount prompt appears.

6. Key in the full amount of the purchase to be voided and press

Note: Be sure to key in the exact amount of the original purchase.

Enter.

The Continue on PINPad prompt appears.

On the PINPad:

a. The
b. The customer presses the

PURCH. CORRECTION $#.## - OK? prompt appears.

OK button. The SELECT ACCOUNT prompt

appears.

c. The customer presses the

the

SAV/EP button to select their savings account. The ENTER PIN & OK

PIN=

prompt appears.

CHQ button to select their chequing account OR

d. The customer keys in their personal identification number (PIN) and

presses the

OK button. The PLEASE WAIT FOR MESSAGE prompt

appears.

7. The terminal displays

Processing then the Host Response screen (indicating

the amount to be voided and the card number) while it communicates with the
Host and prints the beginning of the Merchant copy of the receipt.

8. When the Purchase Void is approved, the Host Response screen is updated
with the
printing the Merchant copy of the receipt. The
a. The PINPad displays the

Approved text, and the transaction number, and the terminal finishes

Next Copy button appears.

APPROVED-THANKS OBTAIN CARD prompt.

b. The customer returns the PINPad.

9. Tear off the receipt and keep it for your records.

10. Press

Next Copy. The Cardholder copy of the receipt prints.

11. Tear off the receipt and give it to the customer along with their Debit card.

12. Press

Exit. The terminal returns to the Idle screen.

a. The PINPad display returns to the

WELCOME/BONJOUR prompt.

58 SmartSELECT Merchant Operating Manual v 2.0

8.4: Debit Refund Void

This transaction is used only when a Debit Refund was entered incorrectly and
needs to be cancelled before it is re-entered correctly. It must be processed for the
same amount as the original Debit Refund and must be processed in the same
batch as the original transaction.

Note: The POS Admin Card is required to process this transaction.

From the Idle screen:

Debit Financial Transactions

1. Press

2. Select

3. Swipe the POS Admin Card. The

4. Swipe the customer’s Debit card on the terminal. The terminal displays

Menu. The Financial Transactions menu appears.

Refund Void. The Swipe Admin Card prompt appears with the words

Refund Void above it.

Swipe Customer Card prompt appears.

cessing

a. On the PINPad the

, then the Enter Original Authorization Number prompt appears.

REF. CORRECTION prompt appears.

Pro-

5. Key in the authorization number (AUTH. #) found on the original receipt and
press

Enter. The Enter Refund Void Amount prompt appears.

6. Key in the full amount of the refund to be voided and press

tinue on PINPad

prompt appears.

Enter. The Con-

On the PINPad:

a. the

REF. CORRECTION $#.## - OK? prompt appears.

b. The customer presses the

OK button. The SELECT ACCOUNT prompt

appears.

c. The customer presses the

the

SAV/EP button to select their savings account. The ENTER PIN & OK

prompt appears.

PIN=

CHQ button to select their chequing account OR

d. The customer keys in their personal identification number (PIN) and

presses the

OK button. The PLEASE WAIT FOR MESSAGE prompt

appears.

7. The terminal displays

Processing then the Host Response screen (indicating

the amount to be voided and the card number) while it communicates with the
Host and prints the beginning of the first receipt.

8. When the Refund Void is approved, the Host Response screen is updated with
the

Approved text and the transaction number, and the terminal finishes print-

ing the Merchant Copy of the receipt. The
a. The PINPad displays the

APPROVED-THANKS OBTAIN CARD prompt.

Next Copy button appears.

b. The customer returns the PINPad.

9. Tear off the receipt and keep it for your records.

10. Press

Next Copy to print the Cardholder copy of the receipt. The receipt

prints.

11. Tear off the receipt and give it to the customer along with their Debit card.

12. Press

Exit. The terminal returns to the Idle screen.

a. The PINPad display returns to the

WELCOME/BONJOUR prompt.

SmartSELECT Merchant Operating Manual v 2.0 59

Debit Financial Transactions

8.5: ‘Enter Purchase Amount’ Idle Screen Instructions

If your terminal has a PINSmart pinpad attached and an Enter Purchase Amount
Idle screen, the order of the
reversed for ALL financial transactions.

Two examples of the steps that are changed are provided below.

Debit Purchase from the Enter Purchase Amount Idle Screen

Substitute the following two steps for Steps 1 and 2 of the Debit Purchase instruc­tions in Section 8.1: Debit Purchase.

From the Idle screen:

Swipe Customer Card and Enter Amount prompts are

1. Key in the Purchase amount and press

PINPAD

a. On the PINPad, the prompt

prompt appears.

PURCHASE SWIPE CARD appears.

Enter. The Swipe Card at Terminal or

2. Swipe the customer’s Debit card on the terminal or the PINSmart PINPad.
The terminal displays

Processing then the Continue on PINPAD prompt

appears.
a. On the PINPad, the prompt

prompt

PURCHASE $#.## - OK? appears.

PURCHASE CARD SWIPED appears then the

Continue with the instructions in Section 8.1: Debit Purchase, starting with Step

2.b.

Debit Purchase Void from the Enter Purchase Amount Idle Screen

Substitute the following three steps for Steps 4, 5 and 6 of the Debit Purchase Void
instructions in Section 8.3: Debit Purchase Void.

After you have swiped the POS Admin Card in step 3, the

Amount

3. Key in the Purchase amount and press

prompt appears.

Enter.

Note: Be sure to key in the exact amount of the original purchase.

The Enter Original Authorization Number prompt appears.

4. Key in the Authorization Number found on the original receipt and press

Enter. The Swipe Card at Terminal or PINPAD prompt appears.

a. On the PINPad, the

PURCH. CORRECTION SWIPE CARD prompt

appears.

5. Swipe the customer’s Debit card on the terminal or the PINSmart PINPad.
The terminal displays

Processing then the Continue on PINPAD prompt

appears.
a. On the PINPad, the prompt

appears then the prompt

PURCH. CORRECTION CARD SWIPED

PURCH. CORRECTION $#.## - OK? appears.

Enter Purchase Void

Continue with the instructions in Section 8.3: Debit Purchase Void starting with
step 6.b.

60 SmartSELECT Merchant Operating Manual v 2.0

8.6: Cancelling a Debit Transaction

From the terminal:

Press Exit on the terminal at any time during a debit transaction to cancel that
transaction. The
display for one second then the Idle screen appears on the terminal and the

COME/BONJOUR

From the PINPad:

The customer can press Cancel on the PINPad at any time to cancel a debit trans­action. The
play for one second then the Idle screen appears on the terminal and the

WELCOME/BONJOUR message appears on the PINPad.

If the transaction is cancelled after the receipt has started to print, the message “*
TRANSACTION CANCELLED *” is printed on the receipt.

Cancelled prompt appears on the terminal screen and the PINPad

message appears on the PINPad.

Cancelled prompt appears on the terminal screen and the PINPad dis-

Debit Financial Transactions

WEL-

SmartSELECT Merchant Operating Manual v 2.0 61

Debit Financial Transactions

62 SmartSELECT Merchant Operating Manual v 2.0

Chapter 9: Credit Financial Transactions

This chapter outlines the procedures for processing Credit transactions including:

• Purchase

• Purchase Void

• Refund

• Refund Void

• Pre-Authorization

•Advice

Your SmartSELECT can perform these transactions for all major credit cards. For
information on performing Credit transactions with Tip Entry on PINPad enabled,
see Appendix C: Tip Entry on PINPad Transactions.

Credit transactions involve the use of the cardholder’s Credit card. However, the
cardholder does not need to be present for a Credit transaction to be processed.

The Credit Card number can be entered in two ways:

• the card can be swiped on the terminal. For security purposes, after swiping
the card you will be prompted to enter the last four digits of the card number.

OR

• you can key in the Credit Card number using the keypad. You will then be
prompted to enter the card’s four-digit Expiry Date. You will be prompted to

Please Take an Imprint of the Card in the Host Response message displayed

while the terminal communicates with the Moneris Host. Take an imprint of
the credit card using a paper Sales Draft and staple the merchant copies of the
receipt and the sales draft together for your records.

If the SmartSELECT terminal is down and you need to perform a Purchase or
Refund transaction, you can complete a paper Sales Draft (see Section 9.9: Com-
pleting a Paper Sales Draft).

The PINPad displays the prompt
tion and is not used unless Tip Entry on PINPad is enabled (see Appendix C: Tip
Entry on PINPad Transactions).

To reduce the risk of fraudulent card use, only a portion of the cardholder's card
number is printed on the cardholder receipt. The remainder of the card number is
masked. For credit card numbers, only the last four digits are printed in clear, the
rest are replaced with an asterisk, e.g.: *************1234.

To further reduce fraudulent credit card use, the credit card expiry date is not
printed on the cardholder copy of the receipt.

The following instructions all begin at the Idle screen. To access the Idle screen:

• from the Moneris Logo screen, press the

• from any other screen, press

WELCOME/BONJOUR throughout the transac-

Moneris Solutions button.

Exit until the Idle screen appears.

SmartSELECT Merchant Operating Manual v 2.0 63

Credit Financial Transactions

The following instructions are for a SmartSELECT set up with a PINPAD II and a

Swipe Customer Card Idle screen. The idle PINPad displays WELCOME/BON-
JOUR

.

If your terminal has a PINSmart pinpad and an
screen, please see Section 9.8: ‘Enter Purchase Amount’ Idle Screen Instructions.

9.1: Credit Purchase

To process a Purchase transaction using a Credit card, follow the instructions
below.

From the Idle screen:

1. Swipe the customer’s Credit card on the terminal. The terminal displays

cessing

2. Key in the last four digits of the card number and press
prints the beginning of the Merchant copy of the receipt and the

chase Amount

3. Key in the Purchase Amount and press
appears (indicating the purchase amount and the card number) while the ter­minal communicates with the Host.

4. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the Obtain Customer Signature

prompt. The terminal finishes printing the Merchant copy of the receipt. The

Next Copy button appears.

5. Tear off the receipt, have the customer sign it
for your records.

6. Press

7. Tear off the receipt and give it to the customer along with their Credit card.

8. Press

Next Copy. The Cardholder copy of the receipt is printed. The Host

Response screen is updated with the prompt

Exit. The terminal returns to the Idle screen.

Enter Purchase Amount Idle

Pro-

then the Enter Last 4 Digits prompt appears.

Enter. The terminal

Enter Pur-

prompt appears.

Enter. The Host Response screen

and return it to you, and keep it

Provide Transaction Record.

64 SmartSELECT Merchant Operating Manual v 2.0

9.2: Refund

Credit Financial Transactions

This is used to refund the full amount or a portion of the amount of a Credit Pur­chase transaction.

From the Idle screen:

1. Press

2. Select

Menu. The Financial Transactions menu appears.

Refund. The Swipe Admin Card prompt appears with the word Refund

above it.

3. Swipe the POS Admin Card. The

Swipe Customer Card prompt appears.

4. Swipe the customer’s Credit card on the terminal. The terminal displays the
status prompt

5. Key in the last four digits of the card number and press

inal Authorization Number

Processing, then the Enter Last 4 Digits prompt appears.

Enter. The Enter Orig-

prompt appears.

6. Key in the authorization number (AUTH. #) found on the original receipt and
press

Enter. The terminal prints the beginning of the Merchant copy of the

receipt and the

7. Key in the amount and press

Enter Refund Amount prompt appears.

Enter. The Host Response screen appears (indi-

cating the Refund amount and the card number) while the terminal communi­cates with the Host.

8. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the Keep Merchant Record

prompt. The terminal finishes printing the Merchant copy of the receipt. The

Next Copy button appears.

9. Tear off the receipt and keep it for your records.

10. Press

11. Tear off the receipt, sign it yourself

Next Copy to print the Cardholder copy of the receipt. The receipt

prints and the Host Response screen is updated with the prompt

holder Copy

.

and give it to the customer along with

Sign Card-

their Credit card.

12. Press

Exit. The terminal returns to the Idle screen.

SmartSELECT Merchant Operating Manual v 2.0 65

Credit Financial Transactions

9.3: Purchase Void

This transaction is used only when a Credit Purchase was entered incorrectly and
needs to be cancelled before it is re-entered correctly. It must be processed for the
same amount as the original Credit Purchase and must be processed in the same
batch as the original transaction.

From the Idle screen:

1. Press

2. Select

3. Swipe the POS Admin Card on the terminal. The

Menu. The Financial Transactions menu appears.

Purchase Void. The Swipe Admin Card prompt appears with the

words

Purchase Void above it.

Swipe Customer Card

prompt appears.

4. Swipe the customer’s Credit card on the terminal. The terminal displays the
prompt

5. Key in the last four digits of the customer’s card number and press

Enter Original Authorization Number prompt appears.

Enter Last 4 Digits.

Enter. The

6. Key in the authorization number (AUTH. #) found on the original receipt and
press

Enter. The terminal prints the beginning of the Merchant copy of the

receipt and the

7. Key in the amount to be voided and press

Enter Purch. Void Amount prompt appears.

Enter. The Host Response screen

appears (indicating the void amount and the card number) while the terminal
communicates with the Host.

8. When the transaction is approved, the terminal finishes printing the Merchant
copy of the receipt and the Host Response screen is updated with the

Approved text, the transaction number and the prompt Obtain Customer Sig-
nature

. The Next Copy button appears.

9. Tear off the receipt and keep it for your records.

10. Press

11. Tear off the receipt, sign it yourself

Next Copy to print the Cardholder copy of the receipt. The receipt

prints and the Host Response screen is updated with the prompt

holder Copy

.

and give it to the customer along with

Sign Card-

their Credit card.

12. Press

Exit. The terminal returns to the Idle screen.

66 SmartSELECT Merchant Operating Manual v 2.0

9.4: Refund Void

This transaction is used only when a Credit Refund was entered incorrectly and
needs to be cancelled before it is re-entered correctly. It must be processed for the
same amount as the original Credit Refund and must be processed in the same
batch as the original transaction.

From the Idle screen:

Credit Financial Transactions

1. Press

2. Select

3. Swipe the POS Admin Card on the terminal. The

Menu. The Financial Transactions menu appears.

Refund Void. The Swipe Admin Card prompt appears with the words

Refund Void above it.

Swipe Customer Card

prompt appears.

4. Swipe the customer’s Credit card on the terminal. The terminal displays the
status prompt

5. Key in the last four digits of the customer’s card number and press

Enter Original Authorization Number prompt appears.

Processing then the prompt Enter Last 4 Digits.

Enter. The

6. Key in the authorization number (AUTH. #) found on the original receipt and
press

Enter. The terminal prints the beginning of the Merchant copy of the

receipt. The

7. Key in the amount to be voided and press

Enter Refund Void Amount prompt appears.

Enter. The terminal displays the

Host Response screen (indicating the void amount and the card number) while
it communicates with the Host and prints the beginning of the Merchant copy
of the receipt.

8. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the Keep Merchant Record

prompt and the terminal finishes printing the Merchant copy of the receipt.
The

Next Copy button appears.

9. Tear off the receipt, have the customer sign it

and return it to you, and keep it

for your records.

10. Press

Next Copy. The Cardholder copy of the receipt is printed. The Host

Response screen is updated with the prompt

Provide Transaction Record.

11. Tear off the receipt and give it to the customer along with their Credit card.

12. Press

Exit. The terminal returns to the Idle screen.

SmartSELECT Merchant Operating Manual v 2.0 67

Credit Financial Transactions

9.5: Pre-Authorization

A Pre-authorization (Pre-Auth) transaction starts the purchase process by con­firming that the Pre-Auth amount is available on the Credit card and placing a
hold on that amount. An Advice transaction completes the purchase process by
confirming that the amount (or a different amount) should be transferred from that
Credit card to your business account.

Note: To complete the Pre-Auth transaction and have the funds transferred to

your account, you must perform an Advice transaction (see

9.6: Advice).

Pre-Authorization is usually used in hotels and car rental agencies for reserva­tions, and in restaurants to hold funds while waiting for a customer to add a tip
and sign the receipt.

From the Idle screen:

Section

1. Press

2. Select

3. Swipe the customer’s Credit card on the terminal. The terminal displays

4. Key in the last four digits of the card number and press

5. Key in the pre-authorization amount and press

Menu. The Financial Transactions menu appears.

Pre-Authorization. The Swipe Customer Card prompt appears.

cessing

then the Enter Last 4 Digits prompt appears.

Enter. The terminal

prints the beginning of the Merchant copy of the receipt and the

Auth. Amount

prompt appears.

Enter. The terminal displays

Pro-

Enter Pre-

Host Response screen (indicating the Pre-auth. amount and the card number)
while it communicates with the Host.

6. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the text Obtain Customer Sig-

nature

. The terminal finishes printing the Merchant copy of the receipt. The

Next Copy button appears.

7. Tear off the receipt.

8. Press

Next Copy. The Host Response screen is updated with the prompt Pro-

vide Transaction Record

and the Cardholder copy of the receipt is printed.

• If a tip is expected:

9. Tear off the receipt and give the customer both the Merchant and Customer
copies of the receipt along with their Credit card.

10. Have the customer indicate the tip and tip-plus-purchase total amounts on the
Merchant Copy, sign the Merchant Copy and return it to you. Keep this copy
for your records and for reference during the Advice transaction. The cus­tomer keeps the Cardholder copy.

• If funds are being held for a reservation:

9. Keep the Merchant Copy for reference during the Advice transaction.

10. Tear off the Cardholder receipt and give it to the customer along with their
Credit card.

11. Press

Exit. The terminal returns to the Idle screen.

68 SmartSELECT Merchant Operating Manual v 2.0

9.6: Advice

Credit Financial Transactions

This transaction is performed after a Pre-Authorization transaction or a Voice
Authorization (for paper Sales Draft) to confirm that the amount on hold should
be transferred to your account.

Note: If the amount of the Advice transaction is substantially lower than the

amount of the Pre-Authorization transaction, call the Credit Card
Company and ask them to release the difference in the amounts to the
Cardholder’s Open-to-Buy.

There are two ways to perform an Advice transaction:

• by the sequence number (the last six digits of the Receipt Number on the Pre­Auth receipt).

• by card number (also called the account number).

9.6.1: Advice by Sequence Number

From the Idle screen:

1. Press

2. Select

3. Select

Menu. The Financial Transactions menu appears.

Advice. The Advice Find Original? prompt appears.
Yes. The Enter Sequence No. of Original Trans prompt appears.

4. Key in the last six digits of the receipt number (without the dash) on the Pre­Auth receipt and press
prompt

Press Enter to Continue.

Enter. The terminal displays the card number and the

5. Check the number displayed against the Card Number on the Pre-auth receipt:

• If they match, press

Enter. The Old Amount = $###.## Enter New Amount

prompt appears.

• If not, press

Exit. The Idle screen reappears. Check the card number and

try the transaction again.

6. To accept the Old Amount displayed: press

Enter.

OR
To change the amount: key in a new amount and press

Enter.

The terminal prints the beginning of the Merchant copy of the receipt and dis­plays the Host Response screen (indicating the Advice amount) while it com­municates with the Host.

7. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the text Obtain Customer Sig-

nature

. The terminal finishes printing the Merchant copy of the receipt. The

Next Copy button appears.

8. Tear off the receipt. If the customer is present, have the customer sign the
receipt and return it to you. Keep the Merchant copy for your records.

9. Press

Next Copy. The Cardholder copy of the receipt is printed. The Host

Response screen is updated with the prompt

Provide Transaction Record.

10. Tear off the receipt. If the customer is present, give the Cardholder copy to the
customer.

11. Press

Exit. The terminal returns to the Idle screen.

SmartSELECT Merchant Operating Manual v 2.0 69

Credit Financial Transactions

9.6.2: Advice by Card Number

If you have an PINSmart (eN-Crypt 1200) PINPad connected to your terminal,
refer to Section C.3.2: Other Credit Transactions with Tip Entry Enabled for
instructions.

From the Idle screen:

1. Press

2. Select

3. Select

4. Key in the Card Number (found on the Pre-Auth receipt) and press

Menu. The Financial Transactions menu appears.

Advice. The Advice Find Original? prompt appears.
No. The Enter Account Number prompt appears.

Enter. The

Enter Expiry Date (MMYY) prompt appears.

5. Key in the four-digit expiry date (found on the Pre-Auth receipt) and press

Enter. The Enter Original Authorization Number prompt appears.

6. Key in the authorization number (AUTH. # on the Pre-Auth receipt) and press

Enter. The terminal prints the beginning of the Merchant copy of the receipt.

The

Enter Advice Amount prompt appears.

5. Key in the Advice amount and press

Enter. The terminal prints the beginning

of the Merchant copy of the receipt and displays the Host Response screen
(indicating the Advice amount) while it communicates with the Host.

6. When the transaction is approved, the Host Response screen is updated with
the

Approved text, the transaction number and the text Obtain Customer Sig-

nature

. The terminal finishes printing the Merchant copy of the receipt. The

Next Copy button appears.

7. Tear off the receipt. If the customer is present, have the customer sign the
receipt and return it to you. Keep the Merchant copy for your records.

8. Press

Next Copy. The Cardholder copy of the receipt is printed. The Host

Response screen is updated with the prompt

Provide Transaction Record.

9. Tear off the receipt. If the customer is present, give the Cardholder copy to the
customer.

10. Press

Exit. The terminal returns to the Idle screen.

70 SmartSELECT Merchant Operating Manual v 2.0

Credit Financial Transactions

9.7: To remove a Pre-Authorization Transaction

You may occasionally have Pre-Authorization transactions in the terminal mem­ory that you know will not be completed. These transactions can be removed from
the terminal’s memory one by one as follows:

From the Idle screen:

1. Press

2. Select

3. Select

4. Key in the last six digits of the Receipt Number (without the dash) on the Pre-

5. Check the number displayed against the Card Number on the Pre-auth receipt:

6. To clear the amount, press the 0 (zero) key then press

7. Select

Menu. The Financial Transactions menu appears.

Advice. The Advice Find Original? prompt appears.
Yes. The Enter Sequence No. of Original Trans prompt appears.

Auth receipt and press

Press Enter to Continue prompt.

• If they match, press

prompt appears.

• If not, press

try the transaction again.

Pre-Auth From Memory?

Yes to remove the Pre-Auth Purchasing Card transaction from the ter-

minal memory. The terminal displays
to the Idle screen.

Enter. The terminal displays the Card Number with the

Enter. The Old Amount = $###.## Enter New Amount

Exit. The Idle screen reappears. Check the card number and

Enter. The Remove

prompt appears.

Removed for five seconds then returns

SmartSELECT Merchant Operating Manual v 2.0 71

Credit Financial Transactions

9.8: ‘Enter Purchase Amount’ Idle Screen Instructions

If your terminal has a PINSmart PINPad (eN-Touch 1200) attached to it, the ter­minal displays the

Customer Card

actions.

Two examples are provided below of the steps that are changed.

Credit Purchase from the Enter Purchase Amount Idle Screen

Substitute the following three steps for Steps 1, 2 and 3 of the Credit Purchase
instructions in Section 9.1: Credit Purchase.

From the Idle screen:

Enter Purchase Amount Idle screen and the order of the Swipe

and Enter Amount prompts are reversed for ALL financial trans-

1. Key in the Purchase Amount and press
prompt appears.

2. Swipe the customer’s Credit card on the terminal. The
prompt appears.

3. Key in the last four digits of the customer’s Credit card number and press

Enter.

Continue with the Credit Purchase instructions in Section 9.1: Credit Purchase
starting with the Host Response screen in step 3.

Enter. The Swipe Customer Card

Enter Last 4 Digits

Credit Purchase Void from the Enter Purchase Amount Idle Screen

Substitute the following four steps for Steps 3, 4, 5 and 6 of the Credit Purchase
Void instructions in Section 9.3: Purchase Void.

After you have swiped the POS Admin Card in step 2, the

Amount

3. Key in the amount to be voided and press

4. Key in the authorization number found on the original receipt and press

5. Swipe the customer’s Credit card on the terminal. The terminal displays the

6. Key in the last four digits of the customer’s card number and press

prompt appears.

tion Number

The

Swipe Customer Card prompt appears.

prompt

prompt appears.

Enter Last 4 Digits.

Enter. The Enter Original Authoriza-

Enter Purchase Void

Enter.

Enter.

Continue with the Credit Purchase Void instructions in Section 9.3: Purchase Void
starting with the Host Response screen display in step 7.

72 SmartSELECT Merchant Operating Manual v 2.0

9.9: Completing a Paper Sales Draft

Use one of the following procedures to complete a Credit or Refund transaction
when the SmartSELECT terminal is down. Floor limits are established by Mon­eris. Contact your Moneris account manager or sales representative for more
information.

If the transaction amount is LESS than your floor limit:

1. Take an imprint of the customer’s Credit Card using the imprinter.

• Ensure that the Card Number, Issue Date, Expiry Date and Cardholder

Name are legible.

2. Print the transaction date and amount on the Sales Draft.

3. For a Purchase: have the customer sign the Sales Draft.

IMPORTANT: Compare the signature on the back of the Credit

Card to the customer’s signature on the Sales Draft.
Report any differences in signature and name to the
Moneris Authorization Centre.

For a Refund: sign the Sales Draft yourself.

4. Provide the customer with the Cardholder Copy of the Sales Draft and retain
the Merchant Copy for your records.

5. Call the Moneris Merchant Service Centre to report the terminal problem.

6. When the SmartSELECT terminal is operational again, process the transac­tion on the terminal keying in the Credit Card number and expiry date.

7. Attach the Merchant Copy of the receipt to the Merchant Copy of the Sales
Draft and retain the two copies for your records.

Credit Financial Transactions

If the transaction amount is MORE than your floor limit:

1. Take an imprint of the customer’s Credit Card using the imprinter.

• Ensure that the Card Number, Issue Date, Expiry Date and Cardholder

Name are legible.

2. Print the transaction date and amount on the Sales Draft.

3. Contact the Moneris Authorization Centre to obtain a Voice Authorization
Number for the transaction.

4. Write the Voice Authorization Number on the Sales Draft.

5. For a Purchase: have the customer sign the Sales Draft.

IMPORTANT: Compare the signature on the back of the Credit

Card to the customer’s signature on the Sales Draft.
Report any differences in signature and name to the
Moneris Authorization Centre.

For a Refund: sign the Sales Draft yourself.

6. Provide the customer with the Cardholder Copy of the Sales Draft and retain
the Merchant Copy for your records.

7. Call the Moneris Merchant Service Centre to report the terminal problem.

8. When the SmartSELECT terminal is operational again, process an Advice
transaction (see Section 9.6: Advice).

9. Attach the Merchant Copy of the receipt to the Merchant Copy of the Sales
Draft and retain the two copies for your records.

SmartSELECT Merchant Operating Manual v 2.0 73

Credit Financial Transactions

74 SmartSELECT Merchant Operating Manual v 2.0

Chapter 10: SmartSELECT Help System

Assistance is available on the SmartSELECT with the press of a button. Simply
press the
about the screen you were just viewing. Then press the
screen with an alphabetical list of SmartSELECT Help topics and a
ton.

The information in the Help system is displayed in the current terminal language.
To change the terminal language, exit the Help system, change the language using
the

Help topics may contain hyperlinks to other topics: select the highlighted text to
view that Help topic.

10.1:Context-Sensitive Help

This type of Help provides information related to the screen on which you pressed
the

To view the Context-Sensitive Help:

•Press the ? button on any screen. A Help popup window appears on top of the

? button on the top-left corner of the touch screen to access information

?? button to access a Help

Term Lang button or the Lang button and re-enter the Help System.

? button.

current screen and the sections of that screen that are still visible are greyed
out.

Search but-

To scroll through the information in the Help popup window:

• Use the arrow buttons at the bottom of the screen.

To close the Help popup window:

•Press Exit at the bottom of the screen. The screen on which you originally
pressed the

? button appears.

10.2:SmartSELECT Help Topics

Help Topics provide more detailed information about transactions and configura­tion options. There are two ways to look through the alphabetical list of Topics:
scrolling through the Index and using the Search facility.

To open the Help Topics screen:

1. Press the ? button on any screen. The Context-Sensitive Help popup window
appears.

2. Press the

To leave the Help System, from any Help screen:

•Press Exit. The screen on which you originally pressed the ? button appears.

?? button. The Help Topics screen appears.

SmartSELECT Merchant Operating Manual v 2.0 75

SmartSELECT Help System

10.2.1: On-line Help Index

The On-line Help Index, titled Help Topics, is the first help screen that appears
after you press the
Help topics with an
and a

Search button.

To scroll through the list of Help Topics:

• Use the arrow buttons at the bottom of the screen.

To navigate through the list of Help Topics:

1. Press ABC or 123. A keypad appears with a text box that displays the text and
numbers you enter.

2. Key in the first few letters of the topic you wish to find and press
Help Topics screen reappears.

• If the topic exists, the matching list item is highlighted.

• If the topic does not exist, the closest matching list item is highlighted.

To view a Help Topic:

1. Select the topic list item. The information appears on the screen.

2. Press

Back to return to the Help Topics screen.

?? button. It consists of an alphabetical list of SmartSELECT

ABC button and a 123 button for navigating through the list,

Enter. The

If you press the
Search screen, a brief description of the Help System will appear.

? button on the Help Topics Index, a Help Topic screen or the

10.2.2: On-line Help Search

The On-line Help Search screen is only accessible from the On-line Help Index.

To open the Help Search screen, from the Help Topics screen:

•Press Search. The Help Search screen appears with an alphabetical list of
Help Topics, an
and an

Index button.

To search for a specific Topic:

1. Press ABC or 123. A keyboard appears with a text box that displays the text
and numbers you enter.

2. Key in the first few letters of the topic you are looking for and press
The Help Topic or Topics that most closely match your entry will appear on
the screen.

3. Select the topic list item you wish to view. The information appears on the
screen.

4. Press

5. Press

Back to return to the Help Search result screen.
Index or Back again to return to the Help Topics Index.

ABC button and a 123 button for navigating through the list,

Enter.

76 SmartSELECT Merchant Operating Manual v 2.0

Chapter 11: On-Screen Calculator

The SmartSELECT has an on-screen calculator that can perform basic math func­tions and has a memory function as well as the ability to paste values into the
amount field in a transaction.

The calculator performs the following functions:

•add

• subtract

• multiply

• divide

The following buttons are changed on the calculator:

•the

•the

•the

Delete button becomes the CE (Clear Entry) button
Enter button becomes the = button.
Menu button becomes the #/$ button

11.1:Accessing the Calculator

The calculator is accessible from (i.e., the Calculator button is available only on)
the

Enter Transaction Amount screen for Debit/Credit transactions. It is not avail-

able for Gift Card and Loyalty program transactions.

Note: The calculator is available even while the terminal is logged off.

There are two calculator modes. These are accessed on calculator screen by press­ing the button in the top-right corner of the calculator screen. The button toggles
between the two modes:

Number mode: Press the # on the calculator screen. The numbers in the text

•
box appear with a decimal point only if the decimal point button (.) is pressed

•

Dollar mode: Press the $ on the calculator screen. The numbers in the text

box automatically appear with a two-place decimal point and the dollar sym­bol to the left of the number.

Note: You cannot switch between modes during a single calculation.

Once you use the Trans from Calc button on the Enter Transaction Amount
screen, you cannot access the calculator again until you begin another financial
transaction. (However, the value will remain in the calculator even after the finan­cial transaction is complete.)

SmartSELECT Merchant Operating Manual v 2.0 77

On-Screen Calculator

11.2:Transferring a Calculator Value

To use the on-screen calculator to calculate a value then transfer that value to the

Enter Transaction Amount screen, when the Enter Transaction Amount screen

appears in the transaction:

1. Press Calculator. The Calculator screen appears.

Note: If a value other than zero is on the Calculator screen, press 0 (the Zero

button) to clear the value.

2. To calculate a value, use the numbers and math symbols on the keypad as you
would a regular calculator.

3. When you have finished calculating the value you need, press

Transaction Amount

4. Press the
the

5. Press
cial transaction following the regular instructions for completing the transac­tion.

Trans from Calc button. The amount on the calculator appears on

Enter Transaction Amount screen.

Enter to use the value as the transaction amount and continue the finan-

screen appears with the Trans from Calc button enabled.

Exit. The Enter

11.3:Clearing the Calculator

You must clear the calculator manually. It does not clear automatically after the
financial transaction is completed.

Once you use the
you cannot access the calculator again until you begin another purchase. However,
the calculated value remains on the calculator display even after that transaction is
completed or cancelled, even after the terminal is logged off then logged on again.

To clear the calculator, from the

1. Press

2. Press the

3. Press

Calculator. The Calculator screen appears.

•0 in Number mode

• 0.00 in dollar mode

Exit. The Enter Transaction Amount screen reappears. The Trans from

button is disabled.

Calc

Trans from Calc button on the Enter Purchase Amount screen,

Clear or CE button. The value will change to:

Enter Transaction Amount screen:

78 SmartSELECT Merchant Operating Manual v 2.0

Appendix A: Clerk Subtotalling

This appendix describes how to enable Clerk Subtotalling, how to configure it to
meet your needs, how to make changes to Clerk IDs and how to produce Clerk
Subtotals reports.

Clerk Subtotalling allows you to produce reports on the dollar value and number
of transactions processed using a particular Clerk ID, even if that Clerk ID used to
initiate transactions on more than one terminal as long as all the terminals used
were attached to the same merchant number.

A maximum of 255 Clerk IDs is supported for each merchant number.

IMPORTANT: Clerk Subtotals must cleared manually on a

regular basis (weekly is recommended). If not,
the Moneris Host will automatically clear the
totals when the number of transactions for a card
type within a Clerk ID reaches 10,000.

A.1: Clerk Subtotalling Configuration

Note: The Swipe Admin Card prompt will appear if your terminal:

- processes Debit Cards
OR

- processes only Credit Cards and requires extra security.

Note: The terminal must be logged on in order to configure this feature.

There are two options for obtaining the Clerk ID used for each transaction:

• prompt for input of a Clerk ID for every financial transaction. This requires
two steps:

I Configure Clerk Subtotalling (see steps 1 to 17 in Section A.1.1: Con-

figure Clerk Subtotalling).

II Add the Clerk IDs that will be used (see Section A.1.2: Clerk ID

Maintenance for instructions).

• set a Default Clerk ID that will be used automatically for all transactions. The
terminal will not prompt for entry of a Clerk ID during transactions. Setting
this feature requires three separate steps.

I Configure Clerk Subtotalling ensuring that Clerk Subtotalling On is

set to Yes and Prompt for Clerk ID is set to No (see steps 1 to 9 in
Section A.1.1: Configure Clerk Subtotalling).

II Add the Default Clerk ID to the Moneris Host (see Section A.1.2:

Clerk ID Maintenance).

III Set the Default Clerk ID on the terminal (see Section A.1.3: Set

Default Clerk ID).

SmartSELECT Merchant Operating Manual v 2.0 79

Clerk Subtotalling

A.1.1: Configure Clerk Subtotalling

From the Idle screen:

1. Press

2. Press

3. Select

4. Swipe your POS Admin Card. The

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Clerk Subtotalling. The Swipe Admin Card prompt appears.

Enter Merchant ID prompt appears with an

alphanumeric keypad.

5. Key in your Merchant ID number (see Section 1.2: Merchant and Terminal
Information) and press

Enter. The Clerk Subtotalling Configuration menu

appears.

6. Select

7. Select

8. Select

9. To have the terminal display the

Clerk Subtotalling On. The Clerk Subtotalling On? prompt appears.
Yes to enable Clerk Subtotalling. The Clerk Subtotalling Configura-

tion

menu reappears.

Prompt for Clerk ID. The Prompt for Clerk ID? prompt appears.

Enter Clerk ID prompt during financial trans-

actions, select

Yes. The Clerk Subtotalling Configuration menu reappears.

Go to step 10.
OR
To use the Default Clerk ID for all financial transactions, select

Exit twice to return to the Idle screen. Go to Section A.1.2: Clerk ID Mainte-

No then press

nance.

Note: If you use the Default Clerk ID, the terminal will not prompt for a

Clerk ID during financial transactions.

10. Select

Clerk Entry Method. The Clerk Entry Method? prompt appears. The

default is ‘Manual or Swipe’.

11. Select

Manual or Swipe to allow clerks to enter their Clerk ID by keying it in

using the keypad AND swiping a Clerk ID card. If clerks normally use a Clerk
ID card and the card stripe is unreadable, the clerk can still key in their ID
manually.
OR
Select

Manual Entry to allow clerks to enter their Clerk ID only by keying it

in using the keypad
OR
Select

Swipe to allow clerks to enter their Clerk ID only by swiping their

Clerk ID card.
The

Clerk Subtotalling Configuration menu reappears.

12. Select

Card Data Location. The Card Data Location? prompt appears.

13. Select the appropriate list item. This information is provided by the Clerk ID
card manufacturer. The

14. Select

15. Select

Clerk Can Zero Totals. The Clerk Can Zero Totals? prompt appears.
Yes to display the prompt Zero Clerk Totals? during the Clerk Subtotal

Clerk Subtotalling Configuration menu reappears.

Inquiry transaction. This allows clerks to reset their subtotals to zero.
OR
Select

No to skip the Zero Clerk Totals? prompt during the Clerk Subtotal

Inquiry transaction.
The

Clerk Subtotalling Configuration menu reappears.

80 SmartSELECT Merchant Operating Manual v 2.0

Clerk Subtotalling

16. Press Exit to save the changes. The Terminal Configuration menu reappears.

17. Press

Exit. The Idle screen appears.

Clerk Subtotalling with Clerk ID prompting is now enabled.

A.1.2: Clerk ID Maintenance

If you have multiple terminals, this function can be run from any terminal and will
affect all other terminals associated with the same Merchant ID.

You can add or remove a maximum of 20 Clerk IDs in one process. After you
have entered 20 Clerk ID changes, the terminal communicates those 20 changes to
the Moneris Host and then returns to the
can then continue to add and remove Clerk IDs.

Note: You may alternate between adding and removing Clerk IDs, but the

Moneris Host will always process the removals first then the additions.

To Add Clerk IDs (including the Default Clerk ID)

From the Idle screen:

Add or Remove Clerk IDs? prompt. You

1. Press

2. Press

3. Select

4. Swipe your POS Admin card. The

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Clerk ID Maintenance. The Swipe Admin Card prompt appears.

Add or Remove Clerk IDs? prompt

appears.

5. Select

6. Key in the Clerk ID and press

Add. The Enter Clerk ID to be Added prompt appears.

Enter

OR
Swipe the Clerk ID card.
The

Add or Remove Clerk IDs? prompt reappears with the message n

Requests Pending

where “n” equals the number of changes you have made to

this point.

7. Continue selecting
add. The

Requests Pending

8. Select

Add or Remove Clerk IDs? prompt reappears with the message n

Finished. The terminal displays Clerk ID Maintenance while it com-

Add until you have entered the last Clerk ID you want to

indicating how many changes you have made.

municates the additions to the Moneris Host.

9. The Idle screen reappears when the communication is completed.

If you have added the default Clerk ID, see Section A.1.3: Set Default Clerk ID to
complete the default Clerk ID setup.

SmartSELECT Merchant Operating Manual v 2.0 81

Clerk Subtotalling

To Remove Clerk IDs

From the Idle screen:

1. Press

2. Press

3. Select

4. Swipe your POS Admin card. The

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Clerk ID Maintenance. The Swipe Admin Card prompt appears.

Add or Remove Clerk IDs? prompt

appears.

5. Select

6. Key in the Clerk ID and press

Remove. The Enter Clerk ID to be Removed prompt appears.

Enter

OR
Swipe the Clerk ID card.
The Clerk ID appears for 3 seconds then the
prompt reappears with the message

n Requests Pending where “n” equals the

Add or Remove Clerk IDs?

number of changes you have made to this point.

7. Continue selecting
to remove. The
sage

n Requests Pending indicating how many changes you made.

8. Select

Finished. The terminal displays the status prompt Clerk ID Mainte-

while it communicates the removals to the Moneris Host.

nance

Remove until you have entered the last Clerk ID you want

Add or Remove Clerk IDs? prompt reappears with the mes-

9. The Idle screen reappears when the communication is completed.

Cancelling a Clerk ID Maintenance transaction

There are two ways to cancel a Clerk ID maintenance transaction.

•From the
a. Press

Add or Remove Clerk IDs? prompt:

Exit. If there are requests pending, the Cancel Command? prompt

appears.

b. Select

• While the terminal communicates with the Host (the message

tenance

a. Press
b. The

Yes to return to the Terminal Configuration menu without process-

ing any of the changes. The

Terminal Configuration menu appears.

Clerk ID Main-

is displayed):

Exit. The terminal displays Cancelled.

Terminal Configuration menu reappears.

To create Clerk ID Groups

When adding Clerk IDs, make the initial character the same for Clerk IDs you
want to group together. For example, Clerk IDs 2, 27, 211, 235 and 2870 will all
belong to the same Clerk ID Group because their initial digit is 2. The initial digit
is called the Group Prefix.

82 SmartSELECT Merchant Operating Manual v 2.0

Clerk Subtotalling

A.1.3: Set Default Clerk ID

This feature is used to set or change the default Clerk ID for Clerk Subtotalling.
(See Section A.1: Clerk Subtotalling Configuration for instructions on configuring
Clerk Subtotalling.) This Clerk ID will be printed on all receipts.

Note: Before this function can be used, the following conditions must be met:

- Clerk Subtotalling On must be set to Yes and

- Prompt for Clerk ID must set to No and

- the Default Clerk ID must be added to the Moneris Host.

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Set Default Clerk ID.

•The

Swipe Clerk Card prompt appears

OR

•The

Enter Clerk ID prompt appears with an alphanumeric keypad.

4. Enter the Clerk ID that will be used as the default:

• Swipe the default Clerk ID card.
OR

The

5. Press

• Key in the default Clerk ID and press

Terminal Configuration menu reappears.

Exit to return to the Idle screen.

Enter.

SmartSELECT Merchant Operating Manual v 2.0 83

Clerk Subtotalling

A.2: Reporting - Clerk Subtotals Inquiry

This function produces a report of totals by card from the Moneris Host (rather
than the terminal memory) for a single clerk or a number of clerks. If totals were
requested for a number of clerks, the terminal prints overall totals as well.

Note: The terminal must be logged on in order to activate this list item and

produce the report.

A.2.1: Subtotals Report for One Clerk

From the Idle screen:

1. Press

2. Press

3. Select

4. Select

5. Select

6. Key in the Clerk ID and press

7. The terminal returns to the Idle screen once the report is printed.

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Clerk Subtotals. The Select Single or Multiple Clerks? prompt

appears.

Single Clerk.

• If Default Clerk ID has been enabled, dialling begins. Go to step 7.

• If not and the Zero Totals function was enabled in the Clerk Subtotal­ling configuration, the

• If neither the Default Clerk ID nor the Zero Totals function were
enabled, the

Yes to clear the clerk totals

OR
Select

No to continue accumulating totals.

The

Enter Clerk ID prompt appears.

OR
Swipe the Clerk ID Card. The Clerk ID appears for 3 seconds.
The terminal displays
eris Host and prints the report.

Enter Clerk ID prompt appears. Go to step 6.

Clerk Subtotals while it communicates with the Mon-

Zero Clerk Totals? prompt appears.

Enter

84 SmartSELECT Merchant Operating Manual v 2.0

Clerk Subtotalling

A.2.2: Subtotals Report for Multiple Clerks

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transactions menu appears.

Clerk Subtotals. The Select Single or Multiple Clerks? prompt

appears.

4. Select

Multiple Clerks. The Swipe Admin Card prompt appears.

5. Swipe the POS Admin Card.

• If the Zero Totals function was enabled in the Clerk Subtotalling con-

• If not, the

6. Select

figuration, the

Yes to clear the clerks’ totals

Zero Clerk Totals? prompt appears.

Select or Process? prompt appears. Go to step 7.

OR
Select

No to continue accumulating totals.

The

Select or Process? prompt appears.

7. Select

Clerk to print individual totals for multiple Clerk IDs. The Enter Clerk

ID

prompt appears.
OR
Select

Group to print totals for a group of Clerk IDs. The Enter Group Prefix

prompt appears.
OR
Select

All to print totals for all Clerk IDs. Go to step 10.

8. Key in the Clerk ID and press

Enter

OR
Swipe the Clerk ID card. The Clerk ID appears for 3 seconds.
OR
Key in the Group Prefix and press
The

Select or Process? prompt reappears.

Enter.

9. Repeat steps 7 and 8 until all the required Clerk IDs have been selected. The

Select or Process? prompt reappears.

10. Select

Process List. The terminal displays Clerk Subtotals while it communi-

cates with the Moneris Host and prints the report.

11. The terminal returns to the Idle screen once the report is printed.

To cancel a Clerk Subtotal Inquiry

1. From the Select or Process? prompt, press Exit.

• If the message line under the

Select or Process? prompt is 0 Pending,

go to step 3.

• If the message line under the

2. Select

more Pending, the

Yes. The terminal displays the status prompt, Cancelled, prints any

Cancel Command? prompt appears.

Select or Process? prompt shows 1 or

overall totals that have been calculated to this point and returns to the Idle
screen.

SmartSELECT Merchant Operating Manual v 2.0 85

Clerk Subtotalling

86 SmartSELECT Merchant Operating Manual v 2.0

Appendix B: Multi-Terminal Reporting

This appendix outlines the procedures for enabling Multi-terminal Reporting and
processing reporting transactions when this feature has been enabled.

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 ID 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 multi-terminal reports you must have:

• more than one terminal associated with your Merchant ID

• each terminal must be named

• each terminal must have

B.1: Configuration

Close Batch/Balance Allowed? enabled

The following instructions all begin at the Terminal Configuration menu. To
access this menu:

• from the Moneris Logo screen, press

• from the Idle screen, press Menu then Config

Menu, then Config

B.1.1: Multiple Terminal Setup

This function sets up multiple terminal reporting on your SmartSELECT, allows
you to assign Terminal names to your terminals and allows the named terminal to
perform the Close Batch transaction.

To assign a Terminal Name

You must assign a terminal name to each terminal associated with the Merchant
ID number and you must perform the name assignment on the terminal that is
being named. You cannot assign a terminal name to a terminal from another termi­nal.

A maximum of 100 terminal names can be associated with one Merchant ID num­ber. Duplicate terminal names are not allowed within a Merchant ID number.

From the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Multi-Terminal Report Setup. The Swipe Admin Card prompt appears.

SmartSELECT Merchant Operating Manual v 2.0 87

Multi-Terminal Reporting

4. Swipe the POS Admin Card. The Multiple Terminal Transaction? prompt
appears.

5. Select

6. Key in the Terminal Name (min. 1, max. 6 alphanumeric characters) and press

7. Select

8. The Idle screen reappears when the communication is completed.

To remove a Terminal Name

From the Idle screen:

Yes to enable Multiple Terminal Reporting. The Merchant Terminal

Name

prompt appears with an alphanumeric keypad.

Enter. The Close Batch/Balance Allowed? prompt appears.

Yes to allow this terminal to be closed and balanced from another ter-

minal associated with the same Merchant ID number.
OR
Select

No to allow this terminal to be closed and balanced on itself only.

The terminal displays
with the Moneris Host.

Multiple Terminal Transaction while it communicates

1. Press

2. Press

3. Select

4. Swipe the POS Admin Card. The

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Multi-Terminal Report Setup. The Swipe Admin Card prompt appears.

Multiple Terminal Transaction? prompt

appears.

5. Select

No to disable Multiple Terminal Reporting and set the Terminal Name

to spaces. The terminal displays

Multiple Terminal Transaction while it com-

municates the removal to the Moneris Host.

6. The Idle screen reappears when the communication is completed.

To change a Terminal Name

From the Idle screen:

1. Press

2. Press

3. Select

4. Swipe the POS Admin Card. The

5. Select

6. Press

7. Key in the new Terminal Name (min. 1, max. 6 alphanumeric characters) and

8. Press

9. The Idle screen reappears when the communication is completed.

Menu. The Financial Transactions menu appears.
Config. The Terminal Configuration menu appears.

Multi-Terminal Report Setup. The Swipe Admin Card prompt appears.

Multiple Terminal Transaction? prompt

appears.

Yes to keep Multiple Terminal Reporting enabled. The Merchant Ter-

minal Name

press

nal Transaction

prompt appears with an alphanumeric keypad.

Clear. The name is the text box is removed.

Enter. The Close Batch/Balance Allowed? prompt appears.

Enter to keep the existing setting. The terminal displays Multiple Termi-

while it communicates with the Moneris Host.

88 SmartSELECT Merchant Operating Manual v 2.0

B.2: Multi-Terminal Report and Close

This function allows you to perform the Close Batch, the Deposit Totals or both
functions on all terminals associated with the same merchant number from one of
the terminals. If you have 15 terminals associated with your merchant number,
you simply perform the multi-terminal reporting function on one of the 15 termi­nals and the Close Batch and Deposit Totals functions are performed on all 15 ter­minals at the same time.

The reports provide totals by card type from the Moneris Host and by terminal or
group of terminals.

The totals are cleared in the terminal that performs the multi-terminal reporting
function, but the totals are not cleared on the other associated terminals.

From the Idle screen:

Multi-Terminal Reporting

1. Press

2. Press

3. Select

4. Swipe the POS Admin Card. The

5. To request a Close Batch transaction on associated terminals, select

Menu. The Financial Transactions menu appears.
Admin. The Administrative Transactions menu appears.

Multi-Terminal Reporting. The Swipe Admin Card prompt appears.

Close Batches? prompt appears.

Yes.

OR
To move to the next option without requesting the Close Batch, select
The

Get Deposit Totals? prompt appears.

No.

6. To request a Deposit Totals Inquiry transaction on associated terminals, select

Yes.

OR
To move to the next option without requesting the Deposit Totals Inquiry,
select

No.

The

Select or Process? prompt appears.

7. To select a specific terminal or a number of individual terminals by terminal
name, select

Name. The Merchant Terminal Name prompt appears with an

alphanumeric keypad.
OR
To select a group of terminals by their group prefix, select

Group Prefix

prompt appears with an alphanumeric keypad.

Group. The Enter

OR
To select all associated terminals, select

All. The terminal begins communicat-

ing with the Host. Go to step 11.

8. Key in the terminal name (min. 1, max. 6 characters) or group prefix (min. 1,
max. 5 characters) and press

Enter. The Select or Process? prompt reappears.

9. To select additional terminals or terminal groups, repeat steps 7 and 8 until all
required terminals are keyed in. The

10. Select

11. The terminal displays

Process List. The terminal begins communicating with the Host.

Close Batch while it communicates with the Host. It

then displays

Deposit Totals Inquiry and Overall Totals Report, while the

Select or Process? prompt reappears.

reports print.

12. The terminal returns to the Idle screen when the reports are printed.

SmartSELECT Merchant Operating Manual v 2.0 89

Multi-Terminal Reporting

To cancel a Multi-Terminal Report

From the Select or Process? prompt:

1. Press

Exit.

• If the message line under the

Select or Process? prompt is 0 Pending, go

to step 3.

• If the message line under the

Pending, the

2. Select

Yes. The terminal displays Cancelled and prints any overall totals that

Cancel Command? prompt appears.

Select or Process? prompt shows 1 or more

have been calculated to this point.

3. The terminal returns to the Idle screen.

B.2.1: End of Day Shortcut with Multiple Terminals

This shortcut takes you through your end-of-day procedures based on your termi­nal’s configuration. End-of-day procedures include printing a Current Batch
Totals report from all configured Hosts, closing your current batch of transactions,
and obtaining the number and dollar value of Debit and Credit transactions saved
in the SmartSELECT’s memory since the last batch was closed.

IMPORTANT: In order to receive the dollar value of your

transactions in your business account on a daily
basis, you must perform the Close Batch
transaction on a daily basis. You can do this
through the End-of-Day Shortcut or directly from
the

Administrative Transactions menu (see

Section 6.3.1: Close Batch). Batches closed prior

to your Moneris closing time are processed by
Moneris that same day.

To access the End of Day Shortcut, from the Idle screen:

1. Press

2. Press

3. Select

Menu. The Financial Transaction menu appears.
Admin. The Administrative Transaction menu appears.

End of Day Shortcut.

The prompts from this point will vary depending on whether Close Batch is
enabled on the terminal and whether the terminal has been named.

Multi-Terminal Reporting Required

4. The shortcut prompts you to choose the Multi-Terminal Report function (see

Section

B.2: Multi-Terminal Report and Close for instructions) if:

• the terminal is allowed to perform the Batch Close transaction

AND

• the Close Batch function is DISabled
If you select

Reporting function including closing Third Party Host.

If you select

Yes then the terminal takes you through the Multi-Terminal

No then the terminal returns to the Idle screen.

90 SmartSELECT Merchant Operating Manual v 2.0