VeriFone Presto Smart e355 User Manual

Presto Smart e355.
User Guide.
Contact Details.
Westpac Merchant Helpdesk 1800 066 244
Service, Sales and Support
Terminal Diculties
Stationery Orders
3
Contents.
1.0 Introduction. ..............................................................................................................................5
1.1 Merchant Responsibility for Equipment and Materials Provided. .......................5
1.2 Cancellation of Facility. .........................................................................................................5
1.3 Damaged, Lost or Stolen Equipment. .............................................................................6
1.4 Merchant Receipts. ..................................................................................................................6
2.0 Getting Started. .......................................................................................................................6
2.1 Keyboard Layout. .....................................................................................................................7
2.2 Keyboard Mapping. ................................................................................................................. 7
2.3 Terminal Display. ....................................................................................................................... 8
2.4 Charging your Terminal. ........................................................................................................9
2.5 Manual Start and Shutdown. .............................................................................................10
3.0 Procedures. ..............................................................................................................................10
3.1 Main Menu. ................................................................................................................................ 10
3.2 Contactless Transactions. .................................................................................................... 11
3.3 Chip Card Transactions. ....................................................................................................... 11
3.4 Magnetic Stripe Transactions. .......................................................................................... 12
3.5 Cancelling a transaction. ..................................................................................................... 12
4.0 Pairing to the Point of Sale. .............................................................................................13
5.0 Disconnecting from the Point of Sale. ........................................................................16
6.0 Transaction Procedures. ....................................................................................................18
6.1 How to process a Purchase Only Transaction. .......................................................... 18
6.2 How to process a Purchase with Cash Out Transaction. ...................................... 21
6.3 How to process a Cash Out Only Transaction. ......................................................... 23
6.4 Refund. ...................................................................................................................................... 26
6.5 How to process a Purchase with Tip Transaction. .................................................. 29
6.6 MOTO. ........................................................................................................................................ 32
6.7 Pre-Authorisation. ................................................................................................................. 34
6.8 Pre-Authorisation Completion. .......................................................................................36
6.9 Pre-Authorisation Cancellation. ...................................................................................... 38
6.10 Account Verify. ....................................................................................................................... 39
4
6.11 Pre-Authorisation Top-Up. ................................................................................................42
6.12 Pre-Authorisation Extend. .................................................................................................44
6.13 Pre-Authorisation Partial Cancellation. .......................................................................46
6.14 Phone for Auth. ...................................................................................................................... 47
7.0 Surcharging via the Terminal. ........................................................................................48
8.0 Settlement. ..............................................................................................................................49
9.0 Network Configuration. ....................................................................................................49
9.1 WiFi Setup. ..............................................................................................................................49
10.0 Glossary. ...................................................................................................................................56
11.0 Troubleshooting. ......................................................................................................................... 57
11.1 Terminal Response Codes. ................................................................................................ 57
5
1.0 Introduction.
The Presto Smart e355 terminal lets you process online transactions for Debit Cards (savings and cheque accounts), Credit Cards (Visa, Mastercard and UnionPay) and Charge Cards (American Express, Diners Club and JCB). To accept Charge Card transactions please contact the relevant Charge Card Provider.
Presto Smart e355 enables you to process:
Purchases
Purchases with Cash Out for Debit Cards (if enabled)
Refunds
Mail/telephone order (MOTO) and eCommerce transactions (subject to Westpac approval)
Cash Out transactions for Debit Cards
Purchase with Tip
Pre-Authorisation functions, including Completion, Extension and Cancellation (subject to Westpac approval).
Note: The above functionality may vary depending on your chosen POS provider.
1.1 Merchant Responsibility for Equipment and Materials Provided.
Terminals and equipment (where supplied by us), plus any unused stationery and promotional material remain the property of the Bank.
You must not sell, assign or in any way encumber them.
You will not permit a third party to have possession of or access to any equipment, or other materials.
You must ensure that the terminals are covered by your business or contents insurance.
Terminals must not be relocated without prior authorisation.
Terminals must be located where customers can use the PINpad without the risk of other people seeing them key in their PIN (Personal identification number).
1.2 Cancellation of Facility.
If your merchant facility is cancelled for any reason, you need to return the equipment and materials to us. To do this, call the Merchant Helpdesk on 1800 066 244. You must return all equipment and materials within five business days of our request.
Fees and charges will continue to be charged until the equipment is returned to the Bank as instructed.
6
1.3 Damaged, Lost or Stolen Equipment.
If equipment is damaged, lost or stolen, you will be charged for its replacement.
1.4 Merchant Receipts.
You need to retain all merchant receipts printed in a secure manner for reconciliation and in case of terminal failure. Refer to Section 16.0 Records in the Merchant Business Solutions Card Acceptance by Business Terms and Conditions.
You must provide customers with a receipt unless they request otherwise.
Note: The Presto Smart e355 terminal does not have print functionality and all merchant receipts must be printed from the POS.
2.0 Getting Started.
The Presto Smart e355 terminal is a complete unit that includes:
Presto Smart e355 terminal
Micro USB Cable
Power adaptor
7
2.1 Keyboard Layout.
Key Title Symbol Key Purpose
Enter
This button on the terminal keypad is used to accept data entry or proceed with a function. This button is also used to power on the terminal when held down for 10 seconds.
Clear/Back
This button on the terminal keypad is used for clearing entered data or moving back to the previous screen.
Cancel
This button on the terminal keypad is used to cancel the current function and return to the home screen.
2.2 Keyboard Mapping.
The Presto Smart e355 keypad uses a mobile phone style for character set navigation. To type the preferred character, press the destined key a number of times to toggle through dierent values (e.g., 1, Q, Z, q, z, . )
Keys Characters displayed on each press of the key
1 Q Z q z .
2 A B C a b c
3 D E F d e f
4 G H I g h i
5 J K L j k l
6 M N O m n o
7 P R S p r s
8 T U V t u v
9 W X Y w x y
0 – [space]
*
, ‘ “
#
@ $ & ? + &
! % ^ ( ) [
] { } \ /
8
2.3 Terminal Display.
Key Title Symbol Key Purpose
WiFi
Number of bars indicates strength of the Wi-Fi signal.
No WiFi
WiFi configured but not connected
Battery
Internal battery power level displayed when terminal is not connected to mains power.
Battery low
Battery symbol turn red when the terminal is low on charge.
Battery charging
Battery symbol turn green when the terminal is plugged into mains power and charging.
9
2.4 Charging your Terminal.
There are two options available to charge your terminal, either through connecting the power source directly to a computer or via the power adaptor.
1. Connecting the terminal to a computer:
i) Insert the micro-USB connector to the micro-USB port found
on the bottom of the terminal.
ii) Plug the USB end of the connector to a USB portal on a computer
2. Connecting terminal to power
i) Insert the micro-USB connector to the micro-USB port found on the side
of the terminal.
ii) Plug the AC power cord into a wall outlet or power surge protector.
10
2.5 Manual Start and Shutdown.
i. Terminal Start-up:
When connected to power, the Presto Smart e355 terminal will automatically
turn on. To turn on the terminal manually, hold the
key down for 10 seconds
until the start-up screen is displayed on the terminal.
ii. Terminal Shutdown:
Hold the
key down for 10 seconds until the terminal displays the shutdown verification screen. Keep holding the key until the Presto Smart e355 terminal shuts down (the terminal must be unplugged from the power supply or removed from the base before attempting a manual shut down).
3.0 Procedures.
3.1 Main Menu.
The terminal idle screen displays information such as the battery strength, connection strength, network name, IP address and the button to initiate Pairing with POS.
The payment application main menu/idle screen can be accessed via the key combo “ENTER+3”.
Please pair this
device with your
Point of Sale
(POS).
Network: wework _guest
IP address: 192.168.1.69
Pair
#
Open for Business
Connected to
‘SALSAPOS’
SPI VAA screen Payment application screen
To choose a main menu item:
1. Select the menu item using up (8) or down(0) keys and press the
key.
2. Enter the number of the menu item using the keypad.
11
3.2 Contactless Transactions.
The Presto Smart e355 terminal is fitted with an in-built contactless card reader, mounted behind the screen, which enables the terminal to process contactless card transactions.
1234 5678 9012 3456
1. When prompted by the terminal, position the contactless card above the terminal screen.
2. Await the confirmation beeps before removing the card.
Note: Contactless transactions are currently unavailable for UnionPay cards.
3.3 Chip Card Transactions.
The Presto Smart e355 terminal supports chip card transactions.
The chip card reader is located at the bottom of the terminal below the keypad.
1. Position the chip card with the chip facing upward and toward the terminal.
2. Insert the chip card into the chip card reader slot in a smooth, continual motion as far as it can go.
3. The card should remain inserted in the terminal until the transaction is complete, and the terminal prompts you to remove it.
4. If there is an error with reading the chip on the card, the terminal may prompt you to swipe the card.
12
3.4 Magnetic Stripe Transactions.
The Presto Smart e355 terminal supports magnetic stripe transactions.
The magnetic stripe reader is located on the top of the terminal.
1234 5678 9012 3456
1. Position a magnetic stripe card in the card reader with the stripe facing inward, towards the keypad.
2. To ensure a proper read of the magnetic stripe card, please insert the magnetic stripe card from the top of the unit.
3. Swipe the card smoothly through the magnetic card reader.
4. If there is no response from the terminal, or CARD ERROR message is displayed, swipe the card again. You may be required to swipe faster or slower.
Note: If you have attempted to swipe a chip card, the terminal will prompt you to insert the card (See Section 3.3: Chip Card transactions).
3.5 Cancelling a transaction.
To cancel a transaction during processing, press the
key on the terminal.
13
4.0 Pairing to the Point of Sale.
Your Presto Smart e355 terminal needs to be paired to the Point of Sale (POS) prior to use. The pairing has a time limit of 60 seconds, if the pairing takes longer than 60 seconds then the solution will time out.
Note: The actions of the POS will dier depending on the POS vendor solution.
Step Terminal Display Action
1
Please pair this
device with your
Point of Sale
(POS) system.
Network: win_sim SSID
IP address: 127.0.0.1
Pair with POS
The Network name and the IP address associated with the terminal will be displayed on the home screen.
For the Network name:
If WiFi is the comms type enabled for Presto Smart VX-90 then the ‘WiFi SSID name’ will be displayed.
If ETH is the comms type enabled for Presto Smart VX-90 then ‘Ethernet (wired)’ will be displayed.
Press “Pair with POS” on the terminal screen to continue.
2
On your (POS)...
1. Enable pairing mode
2. Enter IP address 127.0.0.1 on network ‘win_sim SSID’
This screen will display the IP address required by the POS to initiate the pairing.
14
Step Terminal Display Action
3
Pairing POS...
The terminal will display the following screen when it has established a connection with the POS to begin the pairing process.
4
Yes
No
B023E7
Is the POS displaying
this pairing code?
The terminal will now display a 6-digit secret key. This 6-digit secret key will also be displayed on the POS. Please ensure both POS and terminal is showing the same key to continue with the pairing.
Press “Yes” on the terminal screen to confirm the key.
5
Finalising pairing...
The terminal will now enter the final stage of pairing.
15
Step Terminal Display Action
6
Pairing successful
Paired with
“SALSAPOS”
OK
The terminal will now display ‘Pairing successful’ with the name of the POS it is connected to.
Press “Complete setup” on the terminal screen to continue.
7
Open for Business
Connected to
‘SALSAPOS’
Once the terminal has paired successfully, it will display the following screen. This screen will also display the name of the POS that the terminal is paired with.
16
5.0 Disconnecting from
the Point of Sale.
This function will have to be performed in the event of:
Connecting the terminal to another POS.
Swapping the terminal.
Access this function by pressing “ENTER + 3” on the terminal keypad
Step Terminal Display Action
1
Open for Business
Connected to
‘SALSAPOS’
Press “ENTER + 3” on the terminal keypad to disconnect the terminal from the POS when terminal is showing either ‘Connected’ or ‘Disconnected’.
2
Please reconnect
Disconnected from
‘SALSAPOS’
Note: If Terminal is showing ‘Connected’, this means there is still a live connection between the terminal and the POS.
17
Step Terminal Display Action
3
MERCHANT Enter password:
The terminal will display the following screen when it has established a connection with the POS to begin the pairing process.
4
Menu
1. Unpair terminal
OK
The terminal will now display the ‘Unpair terminal menu’. Select “1. Unpair terminal” to continue.
5
Unpairing Ter mina l
The terminal will display ‘Unpairing Terminal’
18
Step Terminal Display Action
6
Terminal Unpaired
The terminal will now display ‘Pairing successful’ with the name of the POS it is connected to.
Press “Complete setup” on the terminal screen to continue.
6.0 Transaction Procedures.
6.1 How to process a Purchase Only Transaction.
Note: In integration mode, all transactions need to be initiated from the POS.
Step Terminal Display Action
1
Manual
Insert/Swipe card
Total Amount
AUD
20.00
#
Once the Purchase transaction has been initiated from the POS, the terminal will immediately change to the present card screen.
Insert, swipe or tap the customer’s card (See Section 3.0 Procedures).
Loading...
+ 42 hidden pages