TD Desk 5000
Quick Start Guide
For the TD Desk 5000
• Standalone and Semi-Integrated terminals
• With or without PINpads
COPYRIGHT © 2018 by The Toronto-Dominion Bank
This publication is conidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of
Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part,
for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.
NOTICE
The Toronto-Dominion Bank reserves the right to make changes to speciications at any time and without notice. The
Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished
in this publication, including without limitation for infringements of intellectual property rights or other rights of third
parties resulting from its use.
MERCHANT INFORMATION
Merchant Name __________________________________________________________________________
Merchant Number ________________________________________________________________________
- i -
Contents
About this Guide ..................................................................1
Merchant Welcome Kit Contents .................................................................. 1
The TD Desk 5000 ......................................................................................... 1
Hardware ............................................................................2
Standalone Terminal ..................................................................................... 2
Home screen and icons ....................................................................................... 3
Main menu screen ................................................................................................. 3
Admin menu screen .............................................................................................. 4
Semi-Integrated Terminal .............................................................................4
Home screen and icons ....................................................................................... 4
The Stylus .......................................................................................................5
Changing the paper roll ................................................................................5
Accessibility features ....................................................................................5
The Communications Adapter .....................................................................6
The PINpad ....................................................................................................6
Cardholder Privacy and Security ....................................... 7
Terminal security ..........................................................................................7
Fraud prevention ...........................................................................................7
Manually entered credit card transactions .......................................................7
Force post transactions are disabled by default ..............................................7
Call for authorization ............................................................................................ 8
Applications on the TD Desk 5000 ...............................................................8
Financial Transactions (Standalone) ................................. 9
Accepted card types .....................................................................................9
Sale (credit card) ...........................................................................................9
Sale (debit card) ........................................................................................... 11
Return (credit) .............................................................................................. 13
Return (debit) ............................................................................................... 13
Force post (sale or phone / mail) ................................................................ 14
Void / Transaction Recall ............................................................................ 14
Receipts ............................................................................. 16
Printing receipts .......................................................................................... 16
Receipts options (semi-integrated mode only) .......................................... 16
Receipt example ................................................................................................... 17
Continued on next page
- ii -
Business Day Functions .................................................... 18
Performing a settlement (day close) .......................................................... 18
Administration .................................................................. 19
Changing terminal mode (semi-integrated terminals only) ..................... 19
More features and functionality ................................................................. 19
Reporting ..........................................................................20
Business day reports .................................................................................. 20
Troubleshooting .................................................................21
What problems can I easily resolve? .......................................................... 21
Admin Menu Structure .....................................................22
Reference ..........................................................................26
Maintaining your terminal...........................................................................26
Storing your terminal ..................................................................................26
- 1 -
About this Guide
This Guide provides an introduction to your TD Desk 5000 for both standalone and
semi-integrated terminal modes and covers hardware functionality, performing inancial
transactions, administration features and troubleshooting. For more information regarding
its use and available features, please review the TD Desk 5000 Merchant Guide.
Merchant Welcome Kit Contents
Quick Start Guide Pamphlets
• How to Help Prevent Fraud
• Payment Card Industry Data
• If you have a problem or
concern
Information sheets
• What you need to know about
chargebacks
• Payment card industry data
security standard (PCI DSS)
Miscellaneous
• Paper rolls (3 + 1 in the terminal)
• Cleaning card and instructions
• Card acceptance decals (Visa®,
MasterCard®, Discover®,
American Express®, Interac®
Direct Payment, UnionPay®, etc.)
The TD Desk 5000
The terminal is solely for you, the Merchant. You will use the terminal to initiate transactions
for customer’s using credit or debit cards. Depending on your settings, some card types
may not be accepted by your terminal. To learn how to use UnionPay cards, please review the
TD Desk 5000 Merchant Guide.
The TD Desk 5000 has two versions: a standalone terminal or a semi-integrated terminal.
The only physical di erence between the two are the idles screens. Please see the following
to help you identify which terminal you have.
Standalone Terminal
The standalone terminal requires that you
enter the transaction information into the
terminal and then the customer enters their
payment information on the terminal. It has
only one mode so you will not see an icon in
the top-right corner.
For more information on the standalone
terminal, see page 2.
09:17
07/20/2017
09:17
20/JL/2017
$
Sale Pre-Auth
P-A Comp Return
ADMIN LANGUAGE
- 2 -
Semi-Integrated Terminal
The semi-integrated terminal has the transaction information fed to it (usually from an
electronic cash register) and the customer enters their payment information on the terminal.
It has two modes. You can tell which mode is active by the terminal’s Home screen and an
icon with the arrow in the top-right corner of the Home screen.
• For more information on the semi-integrated terminal see page 4.
• For more information on changing modes see page 19.
Standalone Mode Home Screen Semi-Integrated Mode Home Screen
Hardware
Standalone Terminal
1. Command keys
• Application key
• Cancel
• Correction
• OK (or Enter)
2. Touchscreen
All terminal navigation is
performed through the
touchscreen.
3. Paper advance key
4. Paper chamber panel
5. Card readers
a) Insert chipped cards
b) Swipe cards
c) Contactless cards (Tap the
card on the contactless
icon, not the touchscreen.
09:17
07/20/2017
09:17
20/JL/2017
$
Sale Pre-Auth
P-A Comp Return
ADMIN LANGUAGE
09:17
07/20/2017
09:17
20/JL/2017
ADMIN LANGUAGE
Welcome/Bonjour
Desk/5000
09:17
07/20/2017
09:17
20/JL/2017
$
Sale Pre-Auth
P-A Comp Return
ADMIN LANGUAGE
1
4
7
3
6
9
2
5
8
0
5a
5b
1
5c
2
4
3
- 3 -
Home screen and icons
The default screen is called the Home screen.
It displays important information, icons and
di erent ways to access terminal functionality.
They are:
1. Communication icon
This icon indicates whether the
terminal is connected to the network.
It will be one of two colours:
• Green (connected) or
• White (disconnected)
2. Admin
This icon will open the Admin Menu.
3. Language
This icon will open the Language Menu.
This screen will have six icons or four icons if
you have the clock function enabled. You can
request to have the following icons enabled for
the Home screen: Sale, Settlement, Report,
Reprint, Logon and Logoff. Return, Void,
Force Post, Pre-Auth, and PA Comp can be
added if they are enabled on your terminal.
Main menu screen
From the Home screen, press the OK key
and the Main Menu screen appears. The
Main Menu screen displays the following
transactions:
• Sale
• Return
• Void
• Force
• Pre-Auth
• Pre-Auth Completion
• Settlement
• Reprint Menu
• Reports Menu / Log In
09:17
07/20/2017
09:17
20/JL/2017
$
Sale Pre-Auth
P-A Comp Return
ADMIN LANGUAGE
2
1
3
09:17
07/20/2017
MAIN MENU
1 - Sale
2 - Return
3 - Void
4 - Force
5 - Pre-Auth
6 - Pre Auth Completion
- 4 -
Admin menu screen
From the Home screen, press the Admin key and
the Admin Menu screen appears. It displays the
following options:
• Clerk Menu
• Batch Menu
• Setup Menu
• Maintenance
• Diagnostics
• Security
• Terminal Info
• Host Management
For a list of all the administrator functions
available on the terminal, refer to page 22
for a menu breakdown.
Semi-Integrated Terminal
Home screen and icons
The default screen is called the Home screen. It
displays important information, icons and di erent
ways to access your terminal’s functionality.
They are:
1. Communication icon
This icon indicates whether the
terminal is connected to the
network. It will be one of two
colours:
• Green (connected) or
• White (disconnected)
2. Mode
This icon will switch the mode that
the semi-integrated terminal is in
(standalone or semi-integrated).
3. Admin
This icon opens the Admin Menu.
4. Language
This icon opens the Language Menu.
09:17
07/20/2017
ADMIN MENU
1 - Clerk Menu
2 - Batch Menu
3 - Setup Menu
4 - Maintenance
5 - Diagnostics
6 - Security
09:17
07/20/2017
09:17
20/JL/2017
ADMIN LANGUAGE
Welcome/Bonjour
3
21
4
- 5 -
The Stylus
A stylus is provided with each terminal. It is located on the back of the terminal. It can
help you select screen elements more accurately and keep your touchscreen clean by
limiting inger contact. To ind the stylus:
1. Turn over the terminal so that the back is facing you.
2. Along the left edge, in a groove, there is a dark grey stylus.
3. Pull the stylus out of the groove and use it instead of your inger to touch the screen.
If you are concerned about losing the stylus, it has a small hole on its head so
that you can connect it to the terminal.
Changing the paper roll
1. Gently pull up on the paper chamber panel along the top of terminal and
remove the old paper roll.
2. Unwrap a new paper roll and place it in the paper chamber so that the loose
end of the paper feeds up from under the paper roll towards you.
3. Press down on the panel until it clicks shut and ensure there is a enough paper
sticking out from the chamber that it touches the top of the terminal screen.
Accessibility features
The TD Desk 5000 has numerous accessibility features which relect TD’s commitment to
our customers. It has such features as:
• Backlit keypad and adjustable screen brightness to create visual contrast
• Adjustable font size
• Adjustable key stroke sound when a key is pressed
• A stylus is supplied with each terminal to aid on screen navigation
• A raised identiier on the:
• 5 key,
• Main Menu key,
• Cancel key,
• Correction key, and
• OK key
- 6 -
The Communications Adapter
The communication adapter is the bridge between your
terminal and its power and data in one connection.
Ports
The adapter has four ports and they are:
1. Data In
2. Power In
3. Internet In
4. Phone/RS232 In
Standalone terminals support an Ethernet connection. Semi-integrated terminals support the
following connection options:
• RS232 to Ethernet
• RS232 to RS232
• RS232 to USB
The PINpad
This is an optional piece of hardware. When
connected to your terminal it is used by the
customer to enter information and select
options regarding the transaction. If you don’t
have a PINpad, the customer will use the
terminal to enter information.
1. Function keys
The F1 and F4 keys can be used to
select onscreen options.
2. Navigation keys
Use the F2 and F3 arrow keys to
navigate the screens and menus.
3. Command keys
• Cancel
• Correction
• OK (or Enter)
4. Card readers
• Insert chipped cards
• Swipe cards
• Contactless cards
Cord to terminal
ETH
IN
RS232
1
2
3
4
1
9
*
# . ,
2
A
C
B
3
D
F
E
4
G
I
H
5
J
L
K
6
M
O
N
8
T
V
U
7
P
R
Q
S
W
Y
X
Z
0
F
CHQ SAV / EP
iPP315
CANC
ANNUL
CORR
OK
F1
F2 F3
F4
Welcome / Bonjour
If you use a PINpad, you must process card
transactions on it except manual which is
processed on the terminal.
Loading...