Secure Payment Systems TechTrex PrimeTrex Installation Instructions

Transcription

1 Secure Payment Systems TechTrex PrimeTrex Installation Instructions

2 TABLE OF CONTENTS Terminal Specifications...1 Downloading...2 Core download Instructions...2 Parameter download Instructions...2 and Troubleshooting...3 Building the Parameter File...3 Using TMS...3 Using VeriCentre...3 PrimeTrex File Parameters...3 Terminal Utility and Administration functions...6 Gift Card...7 Activating a Gift Card...7 Performing a Sale Transaction...9 Performing a Balance Inquiry Transaction...10 Performing a Balance Increase Transaction...11 Performing a Balance Transfer Transaction...12 Performing a Void Transaction...13 Crediting a Transaction...14 Performing a Batch Close Transaction...15 Performing a Reprint Transaction...16 Reporting...17 Printing a Host Detail Report...17 Printing a Batch Summary Report...18 Card...19 Activating a Card...19 Performing a Purchase Transaction...20 Performing a Balance Inquiry Transaction...21 Redeeming a Reward Level...22 Performing a Balance Transfer Transaction...23 Performing a Reprint Transaction...24 Reporting...25 Printing a Host Detail Report...25 Printing a Batch Summary Report...26

3 Terminal The TechTrex PrimeTrex is an efficient terminal with a small footprint. Like many of the newer terminals, the PrimeTrex has reduced user training with easy to learn intuitive ATM-style interface. The remote software management capabilities allow for fast, easy downloads. LCD soft keys and hotkeys provide one-touch access to functions. It has an integrated, high speed thermal printer with a clam shell design. The PrimeTrex comes standard with two separate hardware memory chips (upgradeable to 3) for complete application separation and is multiapplication capable. Primetrex Features 16-bit CISC processor 1 MB Memory ISO Magnetic Stripe Card Reader (MSR) will read Tracks 1-2 with option of track 3 Display: Graphical LCD with resolution 128X64 Software programmable keypad with integrated LED backlight Full Graphic Thermal Printer: Paper diameter: 2 ¼ inch, a printing speed: 22+ lines per second 1 RS232 port Wired dial up modem bps-v21, V22, V22bis, V23, V32, V32bis, Bell 103 and Bell 212 Supports both Synchronous and Asynchronous communications Power: AC/DC power adapter, external, V Application: SPSFULL1.2.0 (Gift and Application) Minimum Requirement For Download: One free chip (usually the second) Template Files: VeriCentre PrimeTrex-GL Gift/ TMS No template files exist or are allowed. Each terminal must be setup individually. 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 1

4 Downloading: Core download Instructions: 1) Turn PrimeTrex OFF using the ON/OFF button at the back 2) Press and hold the ALPHA and (.)SP keys simultaneously as you turn ON the PrimeTrex 3) At the Password prompt, enter and press OK 4) Select #4 to select PSTN Full to perform a full download 5) Enter the reference number and press OK to start. (Fill in with zeros at the beginning of the field. For example if the reference number is 3013 enter For standalone installations the reference number is For second chip installations the reference number is For third chip installations the reference number is ) If the Core download telephone number is correct ( ) select NO. If incorrect select YES and change accordingly. After the change press OK 7) Select YES to clear the memory The core download will take between 7 and 10 minutes be completed. Once the download is finished, the PrimeTrex will reboot itself automatically. Do not turn OFF the terminal manually. Parameter download Instructions: TMS Parameter Download 1) From the main menu press to select 2) Enter at the Password prompt and press OK (Alternate passwords = or 1 ) 3) Press to select Comm 4) Press for Slct 5) Press for Next until Param Down Tel 6) Press to select Edit, enter the TMS download phone number ( ) and press OK 7) Press to exit 8) Press to save the changes 9) Scroll down to Parameter download and press to select 10) Press to select TMS Download 11) Enter the reference number and press OK to start. (Fill in with zeros at the beginning of the field. For example if the reference number is 3013 enter The parameter download will take between 25 and 30 seconds to complete. Upon completion the terminal will display Download succeed. Press OK and CANC to return to the main menu. VeriCentre Parameter Download 1) From the main menu press to select 2) Enter at the Password prompt and press OK (Alternate passwords = or 1 ) 3) Press to select Comm 4) Press for Slct 5) Press for Next until Param Down Tel 6) Press to select Edit, enter the VeriCentre download phone number ( ) and press OK 7) Press to exit 8) Press to save the changes 9) Scroll down to Parameter download and press to select 10) Press to select Vericentre Download 11) Enter the Terminal ID and press OK to begin the download The parameter download will take between 25 and 30 seconds to complete. Upon completion the terminal will display Download succeed. Press OK and CANC to return to the main menu. 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 2

5 and Troubleshooting Application Configuration The application uses numerous configuration parameters (or variables ), which specify such things as application flow, receipt layout, communication settings, etc. A summary of all such variables is included below. Note that the variables can be changed in three different ways: Using VeriCentre - During the terminal setup process variables can be set directly for the terminal Using the Menu - Some key variables can be set directly in the application by selecting the menu. Note that the user should not change some variables, so not all variables are available for configuration in this manner. The menu is also protected by a Manager Password Using TMS If the terminal is originally built in TMS, process variables can be set directly for the terminal Building the Parameter File Using TMS To install to the first chip (if the terminal is standalone) use the SPS PROD profile. To install to the second chip (when the merchant is already loaded with Credit/Debit) use the SPS DUAL CHIP profile. If chips one and two are in use and the terminal has been installed with the optional third chip, use the A SPS THIRD CHIP profile. The Terminal ID is the SPS TID (i.e. AAA01 or AAA01-01) The Serial Number can be the actual serial number of the terminal, or it can be any number (such as the Vital V- number). The Dial Number will be when downloading from TMS. The Expire Time is the date on which this download will no longer be available to the merchant. If they wish to perform a download after this period is expired, they will need to contact Technical Support and have the date extended. Using VeriCentre Because the Core download determines the chip on which the parameters are installed it is not necessary to specify this in a VeriCentre download. The Terminal ID is the SPS TID (i.e. AAA01 or AAA01-01) The Dial Number will be when downloading from VeriCentre. PrimeTrex File Parameters MERCHANT_NUMBER 20 characters SPS MID TERMINAL_ID_NUMBER 20 characters SPS TID DIAL_MODE 1 digit 0-Tone, 1-Pulse Pri Auth Phone 30 character Primary Auth Phone Sec Auth Phone 30 character Secondary Auth phone Modem Params character (leave blank) Baud Rate 1 digit , , , Comm Via IP 1digit 0-Dial up, 1-ConverTrex (IP) DialBackup 1 digit 0-No, 1-Yes PreDial 1 digit 0-No, 1-Yes Redial 1 digit 0-No, 1-Yes Dial Baud Rate 1 digit , Rct Hdr 1 28 character Header Rct Hdr 2 28 character Header Rct Hdr 3 28 character Header Rct Hdr 4 28 character Header Rct Hdr 5 28 character Header Manager Pwd 6 character Blank-No Password, Anything else is the password Clrk/Srve Mode 1 digit 0-No, 1-Yes Footer 1 28 character Footer Footer 2 28 character Footer Footer 3 28 character Footer 3 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 3

6 40019 Footer 4 28 character Footer Auto-Sett Time 6 / Time HHMMSS (Military) Footer 5 28 character Footer Transaction Pwd 6 character Blank-No Password, Anything else is the password Auto-Settle? 1 digit 0-No, 1-Yes Enable Printer? 1 digit 0-No, 1-Yes Single APP 1 digit 0-No, 1-Yes Set to 1 if standalone Ask For Inv# 1 digit 0-No, 1-Yes Restarting the terminal Using the power switch on the rear of the terminal, set the switch to OFF Using the power switch on the rear of the terminal, set the switch to ON Powering the Terminal: Use the following procedure to power the terminal Insert the round barrel connector into the power port Insert the power cable into the power pack Plug the power pack cable into a wall outlet or surge protector When the terminal has power, the LCD screen and keypad will light If the application is loaded in the terminal, it starts after the initial screen Warning: Using an incorrectly rated power supply may damage the terminal or cause it to not work as specified. Before connecting, check to ensure that the power supply being used to power the terminal matches the requirements specified at the back of the terminal Do not plug the power pack into an outdoor outlet or operate the terminal outdoors. Also, disconnecting power during a transaction may cause transaction data files that are not yet stored in the terminal memory to be lost Establish Telephone Line Connections: Connect the telephone cord to the communication port on the terminal, and then route it directly to a telephone wall jack. This is a direct connection and the line is dedicated to the terminal Passwords Manager Passwords can be changed on the terminal level by performing the following steps: From the main menu press for Enter the original Manager Password and press OK Press for Terminal Press to Select Scroll down using the key until Manager Pwd is displayed Press to Edit and enter the new password, press OK when done To exit press and to save the changes Press CANC to exit mode Transaction Passwords can be changed on the terminal level by performing the following steps: From the main menu press for Enter the original Manager Password and press OK Press for Terminal Press to Select Scroll down using the key until Transaction Pwd is displayed Press to Edit and enter the new password, press OK when done To exit press and to save the changes Press CANC to exit mode 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 4

7 Setting the Time/Date From the main menu press for Enter the Manager Password and press OK Press the A1 key to scroll to the next menu Press to select Date/Time Press to select Date, or for Next and to select Time Press to Edit and key in the desired value, pressing OK when finished To exit press and to save the changes Press CANC to exit mode Switching between applications To return to the Main Menu, press the CANC key Loading Printer Paper: Use the following procedure to install paper into the terminal Press the button on the right side of the paper roll cover to unlatch, and then rotate the cover up back on its hinges If there is a partial roll of paper in the printer tray, remove it by lifting it up Loosen the glued leading edge of the paper, or remove the protective strip from the new roll of paper and cut a straight edge across its leading end Hold the roll so the paper feeds from the bottom of the roll Drop the paper roll into the printer tray, leaving about two inches of paper sticking up past the serrated metal tear strip Close the cover by gently pressing directly on the paper roll cover until it clicks shut. Allow a small amount of paper to extend outside the cover Warning: Store thermal paper in a dry dark area. Handle thermal paper carefully: impact, friction, temperature, humidity and oil affect the color and storage characteristics of the paper Never load a roll of paper with folds, wrinkles, tears or holes at the edges or in the printing area Troubleshooting: Blank Display: When the PrimeTrex terminal LCD screen does not show correct or clear readable information Check all terminal power connections Check all cable connections and verify that the telephone line is properly connected Terminal does not dial out: Check the telephone line connections Check to make sure the telephone line is working by plugging it into a working telephone and listening for a dial tone Replace the telephone cable that connects the terminal with a cable you know is working correctly Terminal Repeatedly prompts for Dial Backup Check IP connections If not using IP, change configuration to Dial-up Printer does not print: Check all terminal power connections. The internal thermal printer receives power directly from the terminal. The power switch must be set to ON Check to make sure the paper roll cover is properly latched. If the printer is out of paper, open the paper roll cover and install a new roll of printer paper 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 5

8 Printer paper jam: Press the button on the right side of the paper roll cover, then open the cover Remove the damaged paper from the paper roll and clear the feed mechanism Re-install the roll of printer paper If the problem persists, it may be due to poor paper quality. Install a new roll of high-quality paper Card Reader problems: Check the card is being swiped in the proper direction of the magnetic stripe Try swiping the card in both upward and downward direction Ensure the card is being swiped at a fast speed and not slow Try using a cleaner card from the stationary kit to clean the card reader Terminal Utility and Administration functions: Demo: Terminal: Receipt Header 1 Receipt Header 2 Receipt Header 3 Receipt Header 4 Receipt Header 5 Footer 1 Footer 2 Footer 3 Footer 4 Footer 5 Manager Password Transaction Password Clerk/Server Mode Auto-settle? Auto settle Time Enable Printer Single App Key Invoice Number Merchant: Merchant ID Terminal ID Comm: Primary Auth Phone Secondary Auth Phone Modem Params Baud Rate Dial Mode Pre-Dial Dial Backup Re-Dial Dial Baud Rate Param Down Tel Lock Kbd About: Date/Time: Date MM/DD/YYYY Time HHMMSS Parameter Download: TMS Download VeriCenter Download Parameter Rpt: Prints Parameter report 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 6

9 Gift Card Activating a Gift Card Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press for Increase Step 3: Enter transaction password and press OK Transaction Password GC Purchase Step 4: Press to activate using the Purchase option or to activate using the Store Credit option Select Activation Type Store Credit GC Step 5: Swipe the card through the slot on the right side of the terminal Please Swipe Card 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 7

10 GC Step 6: Enter the card reference number printed at the back of the card and press OK Card Reference #: GC Step 7: Enter the amount of activation and press OK Amount: $ Note: The OK key is the blue key at the bottom The terminal will print the Activation receipt and prompt for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 8

11 Performing a Sale Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press for Sale Increase G Card Sale Step 3: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK Swipe/Enter Card #: G Card Sale Step 4: Enter the amount of sale and press OK Amount: $ The terminal prints the sale receipt and prompts for the customer copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 9

12 Performing a Balance Inquiry Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press for Balance Inquiry Increase GC Inquiry Balance Step 3: Press for balance or for card detail Detail Inquiry Type GC Inquiry Step 4: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK Swipe/Enter Card #: The terminal will display the card balance on the screen if the option is selected or will print the card report if the option is selected 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 10

13 Performing a Balance Increase Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press for Balance Increase Increase Step 3: Enter the transaction password and press OK Transaction Password Increase GC Purchase Step 4: Press to increase by Purchase or to increase by Store Credit Store Credit Select Increase Type Increase GC Step 5: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed at the back of the card and press OK Swipe/Enter Card #: Increase GC Step 6: Enter the amount of increase and press OK Amount: $ The terminal prints the balance increase receipt and prompts for the customer copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 11

14 Performing a Balance Transfer Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press to select Transfer Credit Transfer Batch Close Gift Transfer Step 4: Swipe the card or manually enter the card number of the card from which the balance is to be transferred Swipe/Enter Old Card Gift Transfer Step 5: Swipe the card on which the balance is to be transferred Swipe/Enter New Card The terminal prints the Balance Transfer receipt and prompts for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 12

15 Performing a Void Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press for Void Credit Transfer Batch Close Void GC Step 4: Enter the Item Number of the transaction to be voided and press OK Item#: Note: The item number can be found on the original transaction receipt Void GC Step 5: Enter the amount to void and press OK Amount: $ The terminal prints the Void receipt and prompts for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 13

16 Crediting a Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press for Credit Credit Transfer Batch Close Credit GC Step 4: Enter the Item Number of the transaction to be credited and press OK Item#: Note: The item number can be found on the receipt Credit GC Step 5: Enter the amount to Credit and press OK Amount: $ The terminal prints the Credit receipt and prompts for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 14

17 Performing a Batch Close Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press for Batch Close Credit Transfer Batch Close Close Batch Yes Step 4: Press to confirm batch close and to decline No Close Batch? The terminal closes the batch, and prints a receipt 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 15

18 Performing a Reprint Transaction Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press the A1 key to go to the next menu Credit Transfer Batch Close Reprint Step 4: Press for Reprint Reports Reprint Step 5: Enter the Item Number of the transaction to be reprinted and press OK if a specific transaction is to be reprinted or just press OK to reprint the last transaction Item #: Note: The item number can be found on the receipt The terminal reprints the receipt of the required transaction 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 16

19 Reporting Printing a Host Detail Report Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press the A1 key to go to the next menu Credit Transfer Batch Close Reprint Step 4: Press for Reports Reports Gift report Batch Summary Step 5: Press for Host Detail Host Detail Detail RPT Step 6: Enter the required date in MMDDYY format and press OK The terminal prints the host detail report Enter Date (MMDDYY): /17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 17

20 Step 1: From the Main menu, press for Gift Gift Sale Step 2: Press the A1 key to go to the next menu Increase Void Step 3: Press the A1 key to go to the next menu Credit Transfer Batch Close Reprint Step 4: Press for Reports Reports Gift report Batch Summary Step 5: Press for Batch Summary Host Detail Total RPT Step 6: Enter the required date in MMDDYY format and press OK Printing a Batch Summary Report Enter Date (MMDDYY): /17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 18 The terminal prints the Batch Summary report

21 Cards Activating a Card Step 1: From the Main menu, press for Step 2: Press for Purchase Redeem Loy Step 3: Swipe the card through the slot on the right side of the terminal Please Swipe Card Loy Step 4: Enter the card reference number printed on the back of the card and press OK Card Reference #: Loy Step 5: Enter the amount of activation and press OK Amount: $ Note: The OK key is the blue key at the bottom The terminal prints the activation receipt and prompts for customer copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 19

22 Performing a Purchase Transaction Step 1: From the Main menu, press for Step 2: Press for Purchase Purchase Redeem Sale Step 3: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK Swipe/Enter Card #: Sale Step 4: Enter the amount of purchase and press OK Amount: $ The terminal prints the purchase receipt and prompts for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 20

23 Performing a Balance Inquiry Transaction Step 1: From the Main menu, press for Step 2: Press for Balance Inquiry Purchase Redeem PTS Inquiry Balance Step 3: Press for Balance or for Card Detail Detail Inquiry Type PTS Inquiry Step 4: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK Swipe/Enter Card #: The terminal will display balance on the screen if option selected and will print card report if option is selected. 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 21

24 Redeeming a Transaction Step 1: From the Main menu, press for Step 2: Press for Redeem Purchase Redeem Redeem PTS Step 3: Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK Swipe/Enter Card #: Redeem PTS Step 4: Enter the reward level and press OK Enter Reward level: The terminal performs redemption, prints the redemption receipt and prompts for the Customer Copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 22

25 Performing a Balance Transfer Transaction Step 1: From the Main menu, press for Step 2: Press the A1 key to go to the next menu Purchase Redeem Void Step 3: Press to select Balance Transfer Credit Transfer Adjust Loy Transfer Step 4: Swipe the card or manually enter the card number of the card from which the balance is to be transferred Swipe/Enter Old Card Loy Transfer Step 5: Swipe the card or manually enter the card number of the card on which the balance is to be transferred Swipe/Enter New Card The terminal prints the balance transfer receipt and prompts for the customer copy 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 23

26 Performing a Reprint Transaction Step 1: From the Main menu, press for Step 2: Press the A1 key to go to the next menu Purchase Redeem Void Step 3: Press the A1 key to go to the next menu Credit Transfer Adjust Reprint Step 4: Press for Reprint Reports Reprint Step 5: Enter Item Number of the transaction to be reprinted and press OK if a specific transaction is to be reprinted or just press OK to reprint the last transaction Item #: Note: The item number can be found on the receipt The terminal reprints the receipt of the required transaction 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 24

27 Reporting Printing a Host Detail Report Step 1: From the Main menu, press for Step 2: Press the A1 key to go to the next menu Purchase Redeem Void Step 3: Press the A1 key to go to the next menu Credit Transfer Adjust Reprint Step 4: Press for Reports Reports report Batch Summary Step 5: Press for Host Detail Host Detail Detail RPT Step 6: Enter the desired date in MMDDYY format and press OK The terminal prints the host detail report Enter Date (MMDDYY): /17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 25

28 Printing a Batch Summary Report Step 1: From the Main menu, press for Step 2: Press the A1 key to go to the next menu Purchase Redeem Void Step 3: Press the A1 key to go to the next menu Credit Transfer Adjust Reprint Step 4: Press for Reports Reports report Batch Summary Step 5: Press for Batch Summary Host Detail Total RPT Step 6: Enter the desired date in MMDDYY format and press OK Enter Date (MMDDYY): The terminal prints the Batch Summary report 08/17/06 CONFIDENTIAL! Copyright 2006, Secure Payment Systems. Redistribution strictly prohibited. Page 26

29 1. Activation a. From the main menu, press for Gift b. Press for Activation c. Enter the transaction password and press OK d. Press to Purchase or to Store Credit e. Swipe the card through the slot on the right side of the terminal Secure Payment Systems Rev 1.0 PRIMETREX GIFT CARD INSTRUCTIONS f. Enter the full reference number printed on the back of the card and press OK g. Enter the amount of activation and press OK h. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Activation receipt and prompt for the Customer Copy 2. Sale a. From the main menu, press for Gift b. Press for Sale c. Swipe the card through the slot on the right side of the terminal or enter the reference number printed on the back of the card and press OK d. Enter the amount of the sale and press OK e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Sale receipt and prompt for the Customer Copy 3. Void a. From the main menu, press for Gift b. Press the A1 key to go to the next menu c. Press for Void d. Enter the Item Number and press OK e. Enter the amount of the transaction and press OK f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Void receipt and prompt for the Customer Copy 4. Credit a. From the main menu, press for Gift b. Press the A1 key to go to the next menu c. Press for Credit d. Enter the Item Number and press OK e. Enter the amount to credit and press OK f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Credit receipt and prompt for the Customer Copy 5. Balance Inquiry a. From the main menu, press for Gift b. Press for Balance Inquiry c. Press to see the balance of the card or to see the card history detail d. Swipe the card through the slot on the right side of the terminal or type in the reference number printed on the back of the card and press OK e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It displays the balance on the screen if option selected or will print a card report if option selected Secure Payment Systems Customer Service/ Technical Support

30 6. Balance Increase a. From the main menu, press for Gift b. Press for Balance Increase c. Enter the transaction password and press OK d. Press to Increase Purchase or to Increase Store Credit Secure Payment Systems Rev 1.0 PRIMETREX GIFT CARD INSTRUCTIONS e. Swipe the card through the slot on the right side of the terminal or type in the reference number printed on the back of the card and press OK f. Enter the amount of increase and press OK g. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Balance Increase receipt and prompt for the Customer Copy 7. Balance Transfer a. From the main menu, press for Gift b. Press the A1 key to go to the next menu c. Press to select Balance Transfer d. Swipe the card or manually enter the reference number of the card from which the balance is to be transferred e. Swipe the card on which the balance is to be transferred to f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the Balance Transfer receipt and prompt for the Customer Copy 8. Reprint Receipt (in case there was a printer problem) a. From the main menu, press for Gift b. Press the A1 key twice c. Press for Reprint d. Enter the Item Number of the transaction be reprinted and press OK or press OK to reprint the last transaction (If the Item Number is not available, run the Card Detail report from the Balance Inquiry menu and use the Item Number from the report) 9. Batch Close a. From the main menu, press for Gift b. Press the A1 key c. Press for Batch Close d. Press to confirm e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) and prints the Batch Close report 10. Batch Summary Report a. From the main menu, press for Gift b. Press the A1 key twice c. Press for Reports and for Batch Summary d. Enter the date of the batch in the MMDDYY format and press OK (Press OK for the current batch) e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) and prints the batch summary report 11. Host Detail Report a. From the main menu, press for Gift b. Press the A1 key twice c. Press for Reports and for Host Detail d. Enter the date of the batch in the MMDDYY format and press OK (Press OK for the current batch) e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) and prints the Host Detail report Secure Payment Systems Customer Service/ Technical Support

31 Secure Payment Systems Rev 1.0 PRIMETREX LOYALTY CARD INSTRUCTIONS 1. Activating a Card a. From the main menu, press for b. Press for c. Swipe the card through the slot on the right side of the terminal d. Enter the full reference number printed on the back of the card and press OK e. Enter the amount of activation and press OK f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the activation receipt and prompt for the Customer Copy 2. Making a Purchase a. From the main menu, press for b. Press for Purchase c. Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK d. Enter the amount of the purchase and press OK e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the purchase receipt and prompt for the Customer Copy 3. Redeem Transaction a. From the main menu, press for b. Press for Redeem c. Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK d. Enter the level of reward and press OK e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the redemption receipt and prompt for the Customer Copy 4. Performing a Balance Inquiry a. From the main menu, press for b. Press for Balance Inquiry c. Press for Balance Detail or for Card Detail d. Swipe the card through the slot on the right side of the terminal or enter the card reference number printed on the back of the card and press OK e. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It displays the balance on the screen if option selected and prints card report if option selected Secure Payment Systems Customer Service/ Technical Support

32 Secure Payment Systems Rev 1.0 PRIMETREX LOYALTY CARD INSTRUCTIONS 5. Performing a Balance Transfer a. From the main menu, press for b. Press the A1 key once c. Press for Balance Transfer d. Swipe the card or manually enter the reference number of the card from which the balance is to be transferred e. Swipe the card or manually enter the reference number of the card on which the balance is to be transferred to f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) It will give an approval, print a copy of the balance transfer receipt and prompt for the Customer Copy 6. Reprint Receipt (in case there was a printer problem) a. From the main menu, press for b. Press the A1 key twice c. Press for Reprint d. Enter the Item Number to reprint a particular transaction or press OK to reprint the last transaction (If Item Number not available, run a Card Detail report from the Balance Inquiry menu and the Item Number will be displayed on the report) 7. Printing a Batch Summary Report a. From the main menu, press for b. Press the A1 key twice c. Press for Reports d. Press for Batch Summary e. Enter the desired date in MMDDYY format and press OK f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) and prints a Batch Summary report 8. Printing a Host Detail Report a. From the main menu, press for b. Press the A1 key twice c. Press for Reports d. Press for Host Detail e. Enter the desired date in MMDDYY format and press OK f. Terminal begins Dialing sequence (Dialing, Connecting, Receiving, Transmitting etc.) and prints a Host Detail report Secure Payment Systems Customer Service/ Technical Support