SmartSELECT. Merchant Operating Guide

Transcription

1 SmartSELECT Merchant Operating Guide

2 Registered trademark of Moneris Solutions. All rights reserved. No part of this publication may be reproduced, stored in a 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.

3 Merchant Operating Manual Merchant Name: Merchant Location: Merchant ID Number: Configuration Code: Your Visa Merchant Number is: Your MasterCard Merchant Number is: Moneris SOLUTIONS 1

4 MERCHANT SUPPORT INFORMATION TERMINAL ASSISTANCE For technical information or assistance with: problems with equipment processing financial transactions processing non-financial transactions terminal set-up Contact Moneris Merchant Customer Service toll free at For financial information or assistance with: balancing your terminal security features merchant responsibility or liability concerns settlement processing VISA merchant supplies Contact your Bank representative. VISA VOICE AUTHORIZATION Central Canada Eastern Canada Western Canada PAPER SUPPLIERS To order your thermal paper rolls and cleaning cards (used to clean the magnetic stripe reader on the terminal) contact one of the following AUTHORIZED suppliers: Moneris Solutions Paper Supplies Shop Moneris for supplies Sheraton Roll Products Wedge Paper Products Ltd. English French JL Paper Rolls & Ribbons To download additional copies of this Manual go to and open the PDF file smartselectman.pdf 2 Moneris SOLUTIONS

5 TABLE OF CONTENTS MERCHANT ID & CONFIGURATION ID NUMBERS...1 MERCHANT SUPPORT INFORMATION...2 BEFORE YOU START...5 TERMINAL PORT LOCATIONS...6 INSTALLING YOUR TERMINAL...7 TERMINAL SCREEN...8 CONFIGURING YOUR TERMINAL...9 HOW TO LOGON TO YOUR TERMINAL...10 HOW TO LOGOFF FROM YOUR TERMINAL...11 PROCESSING DAILY TRANSACTIONS...12 END OF DAY PROCEDURES...13 VOIDS & REFUNDS...14 TIP PROCESSING...15 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PURCHASE SCREEN...16, 17, 18, 19 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PRE-AUTHORIZATION SCREEN...20, 21, 22, 23 TRAINING YOUR STAFF...24 TAKING CARE OF YOUR EQUIPMENT...25 ADJUSTING SCREEN CONTRAST...26 ADJUSTING SCREEN ALIGNMENT...27 ADJUSTING MODEM COMMUNICATIONS SET UP...28 COMPARISON CHART SMARTSELECT VS TRANSELECT T Moneris SOLUTIONS 3

6 BEFORE YOU START Using the SmartSELECT terminal is easy. Everything is done by the touch of your finger. The purpose of this guide is to provide information on terminal installation and assist you in the completion of Credit and Debit Card transactions. If more detailed instructions are required, this information is available on-line through the SmartSELECT terminal help files. ACCESSING ON-LINE HELP FILES The SmartSELECT has online help, which is located at the top left corner of the screen. When the terminal displays a prompt which requires further explanation press the? icon. In some instances more detailed help is available and may be accessed by pressing the?? icon. USING YOUR ADMINISTRATIVE CARD The POS Administrative (ADMIN) Card will allow personnel to access various terminal functions and complete various financial transactions against the merchant s deposit account. If you (the merchant) accept only credit cards, a POS Administrative Card may not be required. The merchant is solely responsible for the security, care and safe preservation of each POS Administrative Card at all times. IMPORTANT If a POS Administrative Card is lost, stolen or damaged (or if the merchant suspects it is lost or stolen) the merchant must call Moneris Merchant Services immediately at All financial transactions completed with a POS Administrative Card are subject to the guidelines of the Debit Card Merchant Agreement with your Bank. The Agreement contains important provisions regarding merchant s responsibility for POS Administrative Card security and the merchant s liability for financial transactions made with a POS Administrative Card. Moneris SOLUTIONS 5

7 TERMINAL PORT LOCATIONS The following equipment is included in your SmartSELECT kit. PINSmart pinpad and cable (if accepting Debit) Power cable for the terminal (two pieces) Integrated terminal/ printer/stand Telephone cable For future use. ❶ ❷ ❸ AUX1 AUX2 POWER 24VDC 2A TTL SPED LAN RS232 SPED 3201 DIAL ❹ ➎ 6 Moneris SOLUTIONS

8 INSTALLING YOUR TERMINAL A cable cover is located on the bottom of the terminal, which opens by pulling up and away from the printer. If you are accepting Debit Cards you will require a pinpad. Plug one end of the pinpad cable into the pinpad and the other end into port ❶ labeled TTL SPED. The terminal comes with two telephone cables that have different size connectors. Depending on your telecommunication service, they are connected as follows: Step 1. If you are using a DIAL-UP (telephone) line, plug one end of the telephone cable into port ➎ labeled DIAL and the other into your telephone jack. Step 2. If you are using a single terminal with the DATAPAC 3201 line service, plug one end of the cable into port ❹ labeled 3201 and the other end into the DROP port on the DVAC box installed by your local telephone company. If the DVAC box is not located near the SmartSELECT terminal, you need to make arrangements for in-house wiring. Step 3. If you have multiple terminals using a 3201 line either a Quatro or Bridge will be required. Quatro Plug one end of the telephone cable into port ❷ on the terminal labeled LAN and the other end into the port labeled LAN on the Quatro. Refer to Quatro specifications. Bridge Plug one end of the telephone cable into port ❹ labeled 3201 and the other end into the port L1-L6 on the Bridge. Refer to Bridge specifications. Step 4. The power cable comes in two separate parts. Connect these two pieces together. Then plug one end of the terminal cable into port ❸ labeled POWER 24VDC 2A. Close the cable cover and place the terminal in the desired location. Connect the other end of the power cord into a power outlet. IMPORTANT The power cable must be connected to the terminal first before it is plugged into the power outlet. Moneris SOLUTIONS 7

9 TERMINAL SCREEN After your terminal has been configured (see page 9 opposite), the terminal will display a screensaver. Touching this screen will access the Purchase screen or Pre-Auth screen (depending how your terminal has been set-up for the default screen) to process daily transactions (see page 12). Menu Clear Del Exit Enter IMPORTANT It is important not to use a sharp object when touching the screen as it may score or puncture the protective layer on the screen. It is suggested that you use your index finger or eraser end of a pencil to set the alignment points. 8 Moneris SOLUTIONS

10 CONFIGURING YOUR TERMINAL Once the terminal powers up, the first screen will take you through the setup, step by step. Step 1. Press EXIT and the STEP 2 prompt will appear. Step 2. ENTER CONFIGURATION CODE Refer to page 1 for your code. Enter the code using the * key for (space) and press ENTER. Now your terminal will prompt you with several questions and will test certain components of the terminal. Follow the terminal questions until the STEP 3 prompt appears. Step 3. SELECT CONFIGURATION TYPE Press RECOMMENDED. Now the terminal will ask specific questions relating to your needs. If you are unsure of what the prompt is asking, press the? button located on the top left corner for details. Step 4. ENTER MERCHANT ID Refer to page 1 for merchant ID number. Step 5. ENTER TELEPHONE NUMBER FOR YOUR AREA WEST CENTRAL EAST Prompt not displayed if 3201 or LAN. Your terminal will display Host Initialization. This will take approximately 2 minutes. Step 6. LOGON SWIPE ADMIN CARD Swipe your POS ADMIN Card. The terminal will display Logon. This will take approximately 2 minutes. When Logon has been successful your terminal will display CONGRATULATIONS YOU ARE READY TO BEGIN. IMPORTANT Your POS ADMIN Card is required to Logon if your terminal has been set up to accept Debit Cards. Moneris SOLUTIONS 9

11 HOW TO LOGON TO YOUR TERMINAL After the initial installation, you may be required to Logon to your terminal from time to time, in the following circumstances: When your terminal has been logged off. Whenever your terminal requires re-initialization. IMPORTANT Your POS ADMIN Card is required to Logon if your terminal has been set up to accept Debit Cards. TO LOGON Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Admin button located near the bottom left hand side of the terminal display. Step 3. Select Logon from the menu. Step 4. Follow the terminal instructions displayed on the screen. 10 Moneris SOLUTIONS

12 HOW TO LOGOFF FROM YOUR TERMINAL For security reasons, each terminal should be Logged Off at the end of each business day after a Close Batch transaction. Financial transactions cannot be processed on your terminal once it has been Logged Off. IMPORTANT Your POS ADMIN Card is required to Logon if your terminal has been set up to accept Debit Cards. TO LOGOFF Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Admin button located near the near bottom left hand side of the terminal display. Step 3. Select Logoff from the menu. Moneris SOLUTIONS 11

13 PROCESSING DAILY TRANSACTIONS TO PROCESS A TRANSACTION Step 1. Touch the screensaver in order to access the purchase screen (see page 8). Step 2. To complete a purchase, swipe the customer s card and follow the prompts. Step 3. To perform other daily transactions, press the Menu button located on the top right corner of the terminal display and select the appropriate transaction from the menu. IMPORTANT If the terminal cannot read the Credit Card magnetic stripe, manually enter the customer s account number and expiry date. An imprint of the Credit Card is required showing the account number and expiry date. Ensure the information is legible. IMPORTANT Debit Card transactions must be swiped. If the terminal cannot read the magnetic stripe, refer the customer to their bank branch and ask for another form of payment. 12 Moneris SOLUTIONS

14 END OF DAY PROCEDURES To obtain settlement for your Credit and Debit Card transactions, you must close your batch daily. Once the batch is closed, you will receive value for the Credit and Debit Card transactions processed through your terminal. IMPORTANT Deposits to your business account are dependent on completing the Close Batch. It is recommended that you close your batch at least once per day to receive value for processed transactions. Prior to closing your batch you may want to print out a report of the transactions included in the batch to assist with balancing and reconciliation. The report shows all APPROVED Credit and Debit Card transactions by batch, batch by Card Type and Date or Date by Card Type. PRINT STORED TRANSACTIONS Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Admin button located near the middle of the terminal display. Step 3. Scroll down and select Print Stored Transaction from the menu. Step 4. Select Batch from the list of choices. Step 5. The terminal will prompt Enter Batch Number. Press ENTER for the existing batch. CLOSE BATCH Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Admin button located near the middle of the terminal display. Step 3. Select Close Batch from the menu. Close Batch compares totals stored in the terminals memory to totals held on your Bank s host computer. If a discrepancy is found, your terminal will report BANK AND TERMINAL TOTALS DO NOT MATCH. If this occurs, contact Merchant Services on the next business day for assistance. Moneris SOLUTIONS 13

15 VOIDS & REFUNDS PURCHASE VOID This is only used when a purchase was entered incorrectly, regardless of the original transaction date. You must void the exact amount of the original purchase. The result to the cardholder s account is a credit. For example: A purchase for $5.00 was incorrectly entered as $50.00 A purchase correction for $50.00 is processed A purchase is then processed for $5.00 REFUND IMPORTANT If processed in the same batch, Credit Cardholder statements will not show either transaction. On Debit Cardholder statements, both transactions will appear. This is used to refund a partial or the full amount of the transaction. The result to the cardholder s account is a credit. Both the original purchase and the refund will appear on the cardholder s statement. For example: A customer purchases $ worth of merchandise and decides to return one item for $20.00 A refund is then processed for $20.00 REFUND VOID This is used when a refund was entered incorrectly, regardless of the original transaction date. Therefore, the merchant must reverse the exact amount of the original refund. The result to the cardholder s account is a debit. IMPORTANT If processed in the same batch, Credit Cardholder statements will not show either transaction. On Debit Cardholder statements, both transactions will appear. For example: A refund for $20.00 was incorrectly entered as $ A refund correction is processed for $ The refund is then processed for $ Moneris SOLUTIONS

16 TIP PROCESSING TIP processing with the PINSmart pinpad allows a one-step Credit and/or Debit Card Purchase transactions where a TIP can be entered on the pinpad by the cardholder. The cardholder is prompted by the PINSmart pinpad to enter the desired TIP amount to complete the one-step Purchase transaction. IMPORTANT The traditional two-step Pre-Auth and Advice process can still be performed on Credit card transactions. PURCHASE OR PRE-AUTHORIZATION Your SmartSELECT terminal can be set up to automatically default to a Purchase or Pre-Authorization (Pre-Auth) transaction. Depending on your type of business, it may be easier and faster to have your terminal set up to default to a Pre-Auth transaction. Example: If your business is a Restaurant, most credit transactions would be processed as a Pre-Auth transaction rather than a Purchase transaction. To have the terminal default transaction changed or for additional information about this feature, contact Moneris Merchant Services. IMPORTANT The Pre-auth Completion or ADVICE transaction must also be completed to capture the completed financial transaction. Moneris SOLUTIONS 15

17 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PURCHASE SCREEN Menu Clear Del Exit Enter TO PROCESS A DEBIT CARD PURCHASE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the default Purchase screen. Step 2. Enter Purchase Amount and press ENTER. Step 3. Swipe customer card at PINSmart pinpad or at terminal. IMPORTANT Debit Card transactions must be swiped. If the terminal cannot read the magnetic stripe, refer the Cardholder to their bank branch and ask for another form of payment. (Cardholder to complete following on PINSmart pinpad) Step 4. Confirm amount and Press OK. Step 5. Enter Tip amount and Press OK or Press OK to by-pass. Step 6. Confirm total amount of purchase and Tip and Press OK. Step 7. Select account (CHQ or SAV). Step 8. Enter PIN # and Press OK. (Cardholder to return PINSmart pinpad to merchant) Step 9. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. 16 Moneris SOLUTIONS

18 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PURCHASE SCREEN (continued) TO PROCESS A CREDIT CARD PURCHASE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the default Purchase screen. Step 2. Enter Purchase Amount and press ENTER. Step 3. Swipe customer card at terminal. Step 4. Confirm amount and Press OK. IMPORTANT If the terminal cannot read the Credit Card magnetic stripe, manually enter the customer s account number and expiry date. An imprint of the Credit Card is required showing the account number and expiry date. Ensure the information is legible. (Cardholder to complete following on PINSmart pinpad) Step 5. Confirm amount and Press OK. Step 6. Enter Tip amount and Press OK or Press OK to by-pass. Step 7. Confirm total amount of purchase and Tip and Press OK. (Cardholder to return PINSmart pinpad to merchant) Step 8. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. Moneris SOLUTIONS 17

19 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PURCHASE SCREEN (continued) TO PROCESS A CREDIT CARD PRE-AUTH TRANSACTION Step 1. Touch the screen saver in order to access the default Purchase screen. Step 2. From the Purchase screen, select Menu. Step 3. Select Pre-Auth from Menu. Step 4. Enter Pre-Auth amount. Step 5. Swipe customer card at terminal. IMPORTANT If the terminal cannot read the Credit Card magnetic stripe, manually enter the customer s account number and expiry date. An imprint of the Credit Card is required showing the account number and expiry date. Ensure the information is legible.. Step 6. Enter last 4 digits of the Credit Card (Pan Fraud check if enabled). Step 7. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. 18 Moneris SOLUTIONS

20 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PURCHASE SCREEN (continued) TO PROCESS A CREDIT CARD ADVICE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the default Purchase screen. Step 2. From the Purchase screen, select Menu. Step 3. Select Advice from Menu. Step 4. Select Yes or No to find Original. Step 5. If Yes enter last 6 digits of the Sequence Number of original Pre-Auth Transaction. Confirm Card number and press ENTER. Enter new amount of the transaction including TIP and press ENTER. Step 6. If No enter Advice amount including TIP and press ENTER. Enter Original Authorization number. Swipe customer card. Step 7. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. Moneris SOLUTIONS 19

21 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PRE-AUTHORIZATION SCREEN Menu Clear Del Exit Enter TO PROCESS A CREDIT CARD PRE-AUTH TRANSACTION Step 1. Touch the screen saver in order to access the default Pre-Auth screen. Step 2. Enter Pre-Auth Purchase Amount and press ENTER. Step 3. Swipe customer card at terminal. IMPORTANT If the terminal cannot read the Credit Card magnetic stripe, manually enter the customer s account number and expiry date. An imprint of the Credit Card is required showing the account number and expiry date. Ensure the information is legible. Step 4. Enter last 4 digits of the Credit Card (Pan Fraud check if enabled). Step 5. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. 20 Moneris SOLUTIONS

22 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PRE-AUTHORIZATION SCREEN (continued) TO PROCESS A CREDIT CARD ADVICE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the default Pre-Auth screen. Step 2. Select Menu. Step 3. Select Advice from Menu. Step 4. Select Yes or No to find Original Step 5. If Yes enter last 6 digits of the Sequence Number of original Pre-Auth Transaction. Confirm Card number and press ENTER. Enter new amount of the Advice including TIP and press ENTER. Step 6. If No enter Advice amount including TIP and press ENTER. Enter Original Authorization number. Swipe customer card. Step 7. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. Moneris SOLUTIONS 21

23 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PRE-AUTHORIZATION SCREEN (continued) TO PROCESS CREDIT CARD PURCHASE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the Menu screen. Step 2. Select Purchase from Menu. Step 3. Enter Purchase Amount and press ENTER. Step 4. Swipe customer card at terminal. IMPORTANT If the terminal cannot read the Credit Card magnetic stripe, manually enter the customer s account number and expiry date. An imprint of the Credit Card is required showing the account number and expiry date. Ensure the information is legible. (Cardholder to complete following on PINSmart pinpad) Step 5. Confirm amount and Press OK. Step 6. Enter Tip amount and Press OK or Press OK to by-pass. Step 7. Confirm total amount of purchase and Tip and Press OK. (Cardholder to return PINSmart pinpad to merchant) Step 8. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. 22 Moneris SOLUTIONS

24 TIP PROCESSING WITH PINSmart PINPAD FROM DEFAULT PRE-AUTHORIZATION SCREEN (continued) TO PROCESS DEBIT CARD PURCHASE TRANSACTION WITH TIP Step 1. Touch the screen saver in order to access the Menu screen. Step 2. Select Purchase from Menu. Step 3. Enter Purchase Amount and press ENTER. Step 4. Swipe customer card at PINPAD or at terminal. IMPORTANT Debit Card transactions must be swiped. If the terminal cannot read the magnetic stripe, refer the Cardholder to their bank branch and ask for another form of payment. (Cardholder to complete following on PINSmart pinpad) Step 5. Confirm amount and Press OK. Step 6. Enter Tip amount and Press OK or Press OK to by-pass. Step 7. Confirm total amount of purchase and Tip and Press OK. Step 8. Select account (CHQ or SAV). Step 9. Enter PIN # and Press OK. (Cardholder to return PINSmart pinpad to merchant) Step 10. After the approval from the bank is received and the first copy is finished printing, press NEXT COPY to produce a second copy of the receipt if terminal is setup for two or more copies. Moneris SOLUTIONS 23

25 TRAINING YOUR STAFF Training mode is used to train employees how to operate the terminal in a simulated environment on Credit and Debit Card transactions. Training Mode can only be accessed if your terminal has been configured, initialized and logged on. IMPORTANT Transactions processed in training mode will not effect customer or merchant accounts. Once training has been completed, TRAINING MODE must be exited. If not, customer transactions are only simulated and are not authorized, as such no settlement will occur. The terminal is ready for regular customer transactions ONLY when the terminal display reads Terminal Ready on the top center of the terminal. When you are in training mode the terminal will display Ready for Training on the top centre of the terminal. The receipts will print with * TRAINING * TRAINING * TRAINING * along the top, middle and bottom of each receipt. TO ACCESS TRAINING MODE Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Config button located near the middle of the terminal display. Step 4. Press Enter Training Mode from the menu to enable. Now you can train your staff. TO EXIT TRAINING MODE Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Config button located near the middle of the terminal display. Step 3. Press Exit Training Mode from the menu to disable. Now you can process customer transactions. 24 Moneris SOLUTIONS

26 TAKING CARE OF YOUR EQUIPMENT DO LIST Taking care of your equipment will help to ensure service without disruption. Do clean the terminal display with a damp cloth rinsed in a mild soap solution. Do use a cleaning card periodically to clean the Magnetic Stripe Reader (MSR). Dirt and dust accumulate which can cause problems reading the customer s card. One cleaning card was provided with your SmartSELECT kit. To obtain additional cleaning cards, contact your paper supplier listed under Merchant Support. Do refer to the inside printer cover of the terminal for a diagram of loading the paper. Do use authorized paper suppliers to maintain the warranty on equipment. Refer to Merchant Support. Do use on-line help to trouble shoot terminal problems and for equipment failure contact the Moneris Merchant Services toll free at DON T LIST Don t use solvents, cleaning fluids or an abrasive on the terminal. Don t use a pen or sharp object on the terminal display. Don t spill liquids on components. Avoid liquids near the terminal. Don t move your terminal around unnecessarily which could cause accidental disconnection of any of the cables. Don t expose components to extreme temperatures. IMPORTANT Misuse of equipment could result in replacement liability. Moneris SOLUTIONS 25

27 ADJUSTING SCREEN CONTRAST On occasion the touch screen may be too light or too dark. The need for contrast adjustments may be caused by direct sunlight or by the lighting within the store area. The settings at installation time are the factory default settings. TO ADJUST SCREEN CONTRAST Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Config button located near the middle of the terminal display. Step 3. Scroll down and Select Screen Control from the menu. Step 4. Swipe your POS ADMIN Card when prompted. IMPORTANT Your POS ADMIN Card is required to LOGON if your terminal has been set up to accept Debit Cards. Step 5. Select Contrast from the menu presented. Step 6. Select a setting from 1 20 with 1 being the darkest and 20 being the lightest. IMPORTANT It is important not to set the level too low or high. In doing so it makes it difficult to read what is on the screen. If the setting is accidentally set too low touch the screen towards the bottom to make it brighter, or if it is set too high touch the screen towards the top to darken it again. Step 7. Press ENTER to move back to the Screen Control option or press Exit three times to return to the idle prompt screen. 26 Moneris SOLUTIONS

28 ADJUSTING SCREEN ALIGNMENT On occasion the screen alignment (calibrations) may have to be adjusted. The settings at installation time are the factory default settings. TO ADJUST SCREEN ALIGNMENT Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Config button located near the middle of the terminal display. Step 3. Scroll down and Select Screen Control from the menu. Step 4. Swipe your POS ADMIN Card when prompted. IMPORTANT Your POS ADMIN Card is required if to LOGON your terminal has been set up to accept Debit Cards. Step 5. Select Alignment from the menu presented. Step 6. When prompted touch the box on the screen for each of the four marks. IMPORTANT It is important not to use a sharp object when touching the screen as it may score or puncture the protective layer on the screen. It is suggested that you use your index finger or eraser end of a pencil to set the alignment points. Step 7. If Alignment (calibration) is successful a screen will appear indicating such. If the alignment fails you will be notified. If alignment is unsuccessful repeat steps 5 & 6 again until successful. Step 8. After the alignment has been completed the terminal automatically returns to the Screen Control. Press EXIT twice to return to the idle prompt. Moneris SOLUTIONS 27

29 ADJUSTING MODEM COMMUNICATIONS SET UP The modem configuration allows the user the ability to adjust and compensate for errors identified when communicating with a standard or noisy phone line. The selection of settings range from 1 5, with the default setting being set to 1. If a line problem is suspected select modify the setting until the problem is resolved. TO ADJUST THE MODEM SETTING Step 1. Press the Menu button located on the top right corner of the terminal display. Step 2. Press the Config button located near the middle of the terminal display. Step 3. Select Dial Communications from the menu. Step 4. Scroll down and select Modem Configuration from the menu presented. Step 5. Swipe your POS ADMIN Card when prompted. IMPORTANT Your POS ADMIN Card is required if to LOGON your terminal has been set up to accept Debit Cards. Step 6. Select a setting from the menu presented. Step 7. Settings range from 1 5 with 1 being the default. If the previous setting was 1, select the next setting. If the setting was 2, the user may have to try a selection of 1 to resolve the problem. 28 Moneris SOLUTIONS

30 ABOUT YOUR TERMINAL If you previously had a TRANSELECT system, here are the equivalent functions for your SmartSELECT terminal. TRANSELECT Admin SmartSELECT Transaction Type Function version 7.19 Menu Purchase Blue Keys Financial Menu Purchase Void Blue Keys Financial Menu Refund Blue Keys Financial Menu Refund Void Blue Keys Financial Menu Pre-Auth Blue Keys Financial Menu Advice Blue Keys Financial Menu Cheque Auth Blue Keys Financial Menu Host Initialization Admin 01 Admin Menu Logon Admin 02 Admin Menu Logoff Admin 03 Admin Menu Training Mode Admin 05 Config Menu General Parameters Admin 08 Config Menu Purchasing Card Admin 08 Config Menu Cheque Authorization Admin 09 Config Menu Third Party Host Admin 10 Config Menu Third Party Card Admin 11 Config Menu Dial Communication Admin 15 Config Menu Print Configuration Admin 16 Config Menu Print Stored Transaction Admin 60 Admin Menu Transaction Inquiry Admin 66 Admin Menu Deposit Totals Inquiry Admin 77 Admin Menu Multiple Terminal Report Setup Admin 80 Config Menu Set Default Clerk ID Admin 81 Config Menu Clerk Subtotals Admin 82 Admin Menu Clerk Subtotalling Admin 83 Config Menu Clerk ID Maintenance Admin 84 Config Menu Merchant Subtotals Admin 85 Admin Menu Balance Inquiry (debit only) Admin 88 Financial Menu Close Batch Admin 99 Admin Menu Moneris SOLUTIONS 29

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