Moneris Vx810 Duet OPERATING MANUAL Software Version 3.36A Documentation v1.1.
® Moneris and the Moneris Solutions design are registered trademarks of Moneris Solutions Corporation. All other marks or registered trademarks are the marks or registered trademarks of their respective owners. Copyright – © 2010 Moneris Solutions, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2 All Rights Reserved.
Table of Contents CHAPTER 1. CHAPTER 2. INTRODUCTION 1 1.1. Getting Started 1 1.2. Learning About the Terminal 1 1.3. Caring for your Moneris Hardware 1 1.3.1. Caring for the Terminal 1 1.3.2. Caring for the Base 2 FEATURES AND PROCEDURES 3 2.1. Standard Features 3 2.1.1. Language Selection for Display, Receipts and Reports 3 2.1.2. Card Information Security 4 2.1.3. The Menu Feature 4 2.1.4. Demo Mode 2.2. 2.3. 21 Optional Features 22 2.2.1. Chip Cards 23 2.2.2.
Table of Contents CHAPTER 3. 2.3.7. Entering a Tip Amount 33 2.3.8. Entering a Cashback Amount on a Debit Transaction 34 2.3.9. Entering the Clerk ID 35 2.3.10. Entering an Invoice Number 35 2.3.11. Finding a Transaction's Sequence and Orig Auth Numbers 35 2.3.12. Signing Credit Card Receipts 36 2.3.13. Reprinting Receipts 36 2.3.14. Printing a Cash Receipt 37 2.3.15. Entering Alphabetic Characters and Punctuation 37 2.3.16. Cancelling a Transaction 39 2.3.17.
Table of Contents 4.1.2. Parameters 50 Configuring Communications 51 4.2.1. Configuring Dial Communications 51 4.2.2. Configuring Dynamic IP Communications 52 4.2.3. Configuring Static IP Communications 53 4.2.4. Configuring Dial Backup Support for IP 54 4.3. Configuring Your Merchant ID and Terminal ID 54 4.4. Configuring the External PINPad 55 4.5. Configuring the Modular Contactless Reader 55 4.6. Configuring Receipt Printing 56 4.6.1. Enable the Printer 56 4.6.2.
Table of Contents 4.13. Configuring Corporate Cards CHAPTER 5. CHAPTER 7. iv 4.13.1. Enabling the Corporate Card Feature 62 4.13.2. Enabling Tax Amount Prompting 62 4.13.3. Configuring Tax Type and Tax Registration Numbers 62 4.14. Initializing Your Terminal 62 FINANCIAL TRANSACTIONS 65 5.1. Card and Transaction Types 65 5.2. Transaction General Guidelines 65 5.3. Card Entry Options 66 5.3.1. Magnetic Stripe Cards - Swipe 66 5.3.2. Chip Cards - Insert 66 5.3.3.
Table of Contents 7.3. CHAPTER 8. Clerk Sub-Totals Report 80 7.3.1. For One or More Clerks 80 7.3.2. For All Clerks 81 7.4. Deposit Totals Report 81 7.5. Multi-Terminal Deposit Totals Report 81 7.6. Pre Auth Transactions Report 82 7.7. Tip Report 82 7.8. Batch Totals Report 83 7.9. Terminal Parameters Report 83 7.10. EMV Parameters Report 83 7.11. Private Label Card Transactions on Reports 84 THE ERNEX PROGRAMS 85 8.1. Enabling Ernex 85 8.2. Ernex Transactions 85 8.2.
Table of Contents 8.7. 8.8. 8.9. CHAPTER 9. Ernex Reports 96 8.7.1. Ernex Transaction List 96 8.7.2. Ernex Transaction Inquiry 96 8.7.3. Clerk Sub-Totals Report for Ernex Transactions 97 8.7.4. Configuration List for Ernex 98 Ernex Configuration 99 8.8.1. Ernex Printer and Receipt Parameters 99 8.8.2. Ernex Merchant Parameters 99 8.8.3. Ernex Communications Parameters 101 8.8.4. Ernex Terminal Parameters 102 8.8.5.
1. Introduction 1.1. Getting Started You must prepare your terminal before you process transactions: 1. Set up the hardware. 2. Configure the terminal. 3. Initialize the terminal. 4. Log on to the Moneris Host. Once the terminal is ready to use, practice performing transactions in Demo Mode to ensure that any errors made while learning to perform transactions do not affect your business account. 1.2.
1. Introduction • It is recommended that merchants obtain their POS stationery and paper rolls from Moneris to ensure that these supplies comply with the applicable specifications. Contact the Moneris Merchant Service Centre to obtain additional supplies for your terminal or order online at shopmoneris.com. • Load the paper into the printer correctly. 1.3.2. Caring for the Base Avoid unnecessary movement of the base to prevent accidental disconnection of the power cables.
2. Features and Procedures The Vx810 Duet terminal can be set up to access and process a variety of transactions for a variety of card types. The terminal supports magnetic stripe and chip cards for debit and credit transactions, contactless cards for credit (and some debit) transactions, and magnetic stripe cards for purchasing card transactions. 2.1. Standard Features These features are available and enabled on all Moneris Vx810 Duet terminals.
2. Features and Procedures 2. print copies of customer receipts Initial setting: Default is set by the Merchant Language but is set for each individual transaction based on the Language Code on the customer's card. Changing the language: If the Language Code is not present on the customer's card or if the code is neither English nor French, the customer is prompted to select either English or French. For details, see Selecting the Terminal Language. 2.1.2.
2. Features and Procedures To select an item: Press the function key beside the menu item (e.g., on the transactions menu, press F1 to select Purchase). Navigating through parameters To move to the next feature: • Select Next. To move back to the last feature displayed • Select Previous. Changing the value of a parameter 1. Select Edit. 2a. Select Next to scroll through the values and select Slct to select a displayed value. OR 2b. Key in a new value and press OK. 3.
2. Features and Procedures The Transactions (DEBIT & CREDIT) Menu This transactions menu allows you to select the type of transaction you want to process. The menu also provides access to the CONFIGURATION menu (press the OK key) and to the REPORTS menu (press the 1st purple key on the right). Some menu items may not appear on the terminal until a specific feature is enabled.
2. Features and Procedures Note: For instructions on navigation through the menus, see Navigating through menus. The REPORTS Menu This menu allows you to produce a variety of reports containing information about transactions stored in the terminal memory, transactions stored on the Moneris host and the configuration of the terminal. The terminal must be initialized before this menu can be accessed. Some items may not appear on the terminal until a specific feature is enabled.
2. Features and Procedures The CONFIGURATION Menu This menu allows you to configure a number of features and procedures and perform administrative functions.
2. Features and Procedures The Setup Menu This menu allows you to set values for a number of parameters on your terminal. Some menu items may not appear on the terminal until a specific feature is enabled.
2. Features and Procedures Key in 2 for standalone (default). Key in 5 for PINPad. Pin Format Configures the terminal format for use in standalone mode or with the external PINPad. Key in 0 for standalone (default). Key in 4 for PINPad. Tip% nn.nn Sets a predetermined percentage of tip automatically added to Purchase transaction amounts (0-9999). If set to 0 (default) no tip is added. Key in a percentage and press OK.
2. Features and Procedures Note: If the Use Def. Clrk? parameter is enabled, the prompt is disabled. Idle Timeout Sets the number of seconds of error message display before the terminal returns the card entry prompt. Key in number of seconds and press OK. PINPad Type Configures the PINPad type, if one is connected to the terminal. Select None for standalone mode (default) Select SC5000EMV if a PINPad is connected PABX Code Sets the value of the PABX prefix that must be dialled to access an outside line.
2. Features and Procedures Process Tax Enables/disables tax amount prompting on Purchasing Card transactions (the "xST Amt: $" prompt). On Off (default) Note: You must enable the Commercial on? parameter. The Tax Type (xST) parameter is configured on the Moneris host. Trning Settle? Enables/disables settlement during Demo Mode. On Off (default) CashBack Option Enables/disables the Cashback Option on Debit transactions. On Off (default) Note: The Show CB Choices parameter must be enabled.
2. Features and Procedures Footer 1 to 3 The text that appears at the bottom of the receipt. You may also edit the Footer 4 parameter. Key in alphanumeric text (max. 40 characters) and press OK. Customer Copy Determines whether to print a Customer copy of the receipt after the Merchant copy on credit non-EMV (non-chip) transactions.
2. Features and Procedures Merchant Parameters (Edit Format Menu) Use the Edit Format menu to edit Merchant parameters. Transactions menu (DEBIT & CREDIT) > CONFIGURATION menu (press OK) > Setup menu > Merchant > Edit Format menu IMPORTANT: Only some of the menu's parameters are listed below. You can ignore all other parameters. Term Id The Moneris Terminal ID. Key in the Terminal ID and press OK. Merch Num. Your Moneris Merchant ID. Key in the Merchant ID and press OK.
2. Features and Procedures On Off (default) Note: The EnhancedTipProc parameter must be enabled. Ask Inv Num? Enables/disables the Invoice #: prompt. On Off (default) Chip on PreAuth Enables/disables the use of chip cards for Pre-Authorization transactions. This parameter does not affect the use of magnetic stripe cards for Pre-Authorization transactions. On Off (default) Note: Many chip cards require a PIN instead of a signature from the cardholder.
2. Features and Procedures Pri Sett Phone The Moneris phone number is automatically loaded into this parameter during initialization. Sec Sett Phone The Moneris phone number is automatically loaded into this parameter during initialization. Pri Init Phone The Moneris initialization phone number. If blank, key in the Moneris initialization phone number and press OK. Sec Init Phone This is the same value as Pri Init Phone. Baud Rate Sets the data transmission rate of the dial modem.
2. Features and Procedures Comm Link Type Sets the primary communications type. Dial - sets dial as the primary communications type CommServer - sets Ethernet as the primary communications type (default) Alternate Dial - Do Not Use ECRi - Do Not Use Backup Support If the terminal is configured for Ethernet communications, this parameter can be used to switch the terminal to dial communications if Ethernet communication is not available.
2. Features and Procedures Merchant Number Do Not Change . Header Line 1 First line of text that appears after your merchant name and address at the top of receipts. You can also edit the Header Lines 2 through 5 parameters. Key in alphanumeric text (max. 40 characters) and press OK. Header Line 6 Second line of text that appears after your merchant name and address at the top of receipts. You can also edit the Header Lines 2 through 5 parameters. Key in alphanumeric text (max.
2. Features and Procedures Sec Sett URL The URL is automatically loaded into this parameter during initialization. This is the same value as Pri Auth URL. Sec Sett Port The port number is automatically loaded into this parameter during initialization. This is the same value as Pri Auth Port. Cashback Parameters (Cashback Menu) Use the Cashback menu to configure parameters related to the Cashback feature.
2.
2. Features and Procedures SETUP Select Slct to display and edit the following sub-items: • Cashback - Display on Menu; Password Level • Edit Tables - Display on Menu; Password Level Pre Auth Select Slct to display and edit the following sub-items: • Pre-Auth Rpt - Display on Menu; Password Level The following items are not editable: • Quick Setup • Phone • Terminal • Communications • IP Hosts • REPRINT • REPORTS • CONFIGURE SERVER • DOWNLOAD • TERM DOWNLOAD • BATCH HIST RPTS 2.
2. Features and Procedures • If you select or key in a Cashback amount during a Debit Purchase, only $1.00 is added to the transaction amount regardless of which Cashback amount is selected or keyed in. • If you change parameter values while the terminal is in Demo Mode, those changes will NOT be cleared when you exit Demo Mode. Parameter values affect the way the terminal works in both Live Mode and Demo Mode.
2. Features and Procedures 2.2.1. Chip Cards Cards with a chip in them, called "chip cards," must be inserted into the chip card reader and left in the reader for the entire transaction. The terminal will prompt you when it is time to remove the chip card from the chip card reader. Chip cards can be customized by the card issuer to have different applications and methods of verifying the cardholder, so different chip cards may have different prompts.
2. Features and Procedures To process a transaction with a contactless card, look for the PayPass and payWave logos. When prompted, the customer taps the card on the contactless reader where the Contactless logo is located. The card does not need to touch the reader but must be within 0.5 in. (1.1 cm) of it. The card must be tapped or waved by itself (e.g., the customer cannot leave the card in their wallet and wave it in front of the reader).
2. Features and Procedures Gratuity Guidelines You can configure the terminal to print suggested tip amounts on the Merchant copy of Pre-Authorization receipts. The tip amounts are calculated on the base amount using three pre-configured percentage amounts. Tip Percentage on Purchases You can configure your terminal to automatically add a pre-set tip percentage to all Purchase transactions. Tip Percentage is calculated on the base amount and printed on the receipt.
2. Features and Procedures IMPORTANT: Clerk Subtotals must be cleared on a regular basis (weekly is recommended). If not, the Moneris Host will automatically clear the totals when the number of transactions for a card type processed by a Clerk ID reaches 10,000. Default Clerk ID A default Clerk ID can be set up on your terminal to be automatically used on all transactions (no Clerk ID prompting).
2. Features and Procedures There are a number of factors that affect whether the terminal prompts for a Manager Password, including how the terminal is set up on the Moneris Host and how you have configured the use of passwords on the terminal. Note: On some functions, the "Password:" prompt may still appear regardless of your terminal's configuration. To change the Manager Password, see Changing the Manager Password.
2. Features and Procedures To configure Private Label Cards on the terminal, see Configuring Private Label Cards. To transact a Payment on a Private Label Card, see Transacting a Payment on a Private Label Card. 2.2.13. Corporate Cards Corporate Cards (also known as Purchasing Cards) are a special type of credit card that provides enhanced reporting data to help cardholders with cost allocation, tax compliance and account reconciliation.
2. Features and Procedures • Receipts: Finding a transaction's Sequence and Orig Auth numbers Signing credit card receipts Reprinting a receipt Printing a cash receipt • Entering alphabetic characters and punctuation • Cancelling a transaction • Cancelling a report • Terminal security: Changing the manager password Requesting a Code 10 Authorization Dealing with disputed debit transactions 2.3.1. Powering Up the Vx810 Duet The Moneris Vx810 Duet terminal does not have an ON/OFF switch.
2. Features and Procedures The terminal is ready when the applications menu appears. Note: For power up instructions when an external PINPad is connected to the terminal, see The External PINpad. 2.3.2. Powering Down the Vx810 Duet The Moneris Vx810 Duet terminal does not have an ON/OFF switch. To power down (or turn off) the terminal, simply unplug the power cable from the power source, e.g. a wall jack or a power bar. The screen will go blank and the backlight will turn off. 2.3.3.
2. Features and Procedures Selecting the Merchant Language The Merchant Language is used on merchant terminal prompts, the merchant copy of receipts and reports. The language is initially set on the Moneris Host but it can be changed anytime through the CONFIGURATION menu. IMPORTANT: The language can be changed only AFTER the terminal's first initialization. To change the Merchant Language: 1. On the applications menu, select DEBIT & CREDIT. The transactions menu appears. 2.
2. Features and Procedures 4. Provide the customer with the Cardholder Copy of the Sales Draft and retain the Merchant Copy for your records. 5. Press OK to continue the transaction. 2.3.6. Responding to Basic Transaction Prompts Merchant Prompts If this prompt appears ... Take this action Customer Press OK to Continue Pass the terminal to the customer, who follows the prompts. Return to Clerk Retrieve the terminal and press OK to continue.
2. Features and Procedures If this prompt appears ... Take this action Enter PIN & OK: Key in PIN (Personal Identification Number) and press OK. Remove Card Remove the chip card from the reader. Return to Clerk Return the device to you. Customer Prompts on the PINPad If this prompt appears ... Take this action Wait for PINPAD (on the terminal) Follow the prompts on the PINPad. SELECT Select ENGLISH or FRENCH. SALE OK? Check the Purchase amount and press OK to accept it.
2. Features and Procedures Enhanced Tip Processing If Enhanced Tip Processing is enabled on the terminal, the customer is prompted as shown below on Purchase transactions. Note: On Pre-Authorizations and Pre-Authorization Completions, Enhanced Tip Processing works the same way as Basic Tip Processing. IMPORTANT: Enhanced Tip Processing is not available if an external PINPad is connected to your terminal. 1. "Tip Type:" appears on the terminal. 2a. The customer selects %.
2. Features and Procedures With the External PINPad 1. The "CASHBACK?" prompt appears on the PINPad. 2a. The customer selects YES. Four pre-set amounts appear, the customer selects the desired amount and the transaction continues with the amount added to the Purchase. OR 2b. The customer selects NO and the transaction continues with no Cashback added. IMPORTANT: The choice of manually keying in another Cashback amount is not available when an external PINPad is connected to your terminal.
2. Features and Procedures Note: If you do not have the Pre-Authorization receipt, print the Pre-Auth Transactions Report to obtain the Sequence Number. To process a Correction (transaction void): • Use the Sequence Number printed on the receipt of the transaction you want to void. Note: If you do not have the original receipt, use the Batch Review function to obtain the Sequence Number. Orig Auth # A transaction’s Orig Auth # is printed on the receipt for all transactions.
2. Features and Procedures To reprint a receipt: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Press the REPRINT key (second purple key from the right). The REPRINT menu appears. 3a. To reprint the Merchant Copy of the last transaction receipt, select Last Receipt. OR 3b. To reprint a different receipt, select Any Receipt, key in the transaction's Sequence Number and press OK.
2. Features and Procedures To key in this text: Press these keys on the keypad: T H A N K 8 ALPHA 4 ALPHA ALPHA 2 ALPHA 6 ALPHA ALPHA 5 ALPHA ALPHA [space] 0 ALPHA ALPHA Y O U 9 ALPHA ALPHA ALPHA 6 ALPHA ALPHA ALPHA 8 ALPHA ALPHA 1 ALPHA . [period] Note: Use the CORR key to delete single characters. Keying in Punctuation and Special Characters 38 KEY CHARACTER 1 .
2. Features and Procedures KEY CHARACTER # # (pound or number sign) = : $ ^ Note: These are not allowed in Clerk IDs or Invoice Numbers. 2.3.16. Cancelling a Transaction To cancel a transaction: • Press CANC ANNUL. The terminal prints the Merchant Copy of the receipt with TRANS CANCELLED on it, if configured, prints the Customer Copy of the receipt with TRANS CANCELLED on it and returns to the transactions menu. Note: Once the terminal has begun communicating with the Moneris host (i.e.
2. Features and Procedures 2.3.19. Requesting a Code 10 Authorization During a transaction, if you feel that a customer, card or transaction is suspicious and needs investigating, call the Moneris Merchant Service Centre and state that the call is a Code 10. This will alert the Moneris agent without alarming your customer. The operator will ask you some "Yes/No" questions and then provide instructions.
3. The Moneris Vx810 Hardware 3.1. The Moneris Vx810 Duet Terminal The terminal consists of: • a hand-held terminal with: • an integrated PINPad • a backlit display • a keypad • a magnetic stripe reader • a chip card reader • a communications base with: • an integrated printer • ports for communications and peripherals • a power port • an optional external PINPad • an optional modular contactless reader 3.2. Setting up the Terminal Follow these three steps to set up the terminal hardware: 1.
3. The Moneris Vx810 Hardware 3.3. The Communications Base The Ports on the Vx810 Duet Communication Base The Duet communications base has 5 (five) ports: • • - for the dial communications cable 10BaseT - for the Ethernet communications cable • - DO NOT USE • - for the power adaptor cable • RS232 - for the external PINPad 3.4. The Communications Cables The Vx810 Duet supports two types of communication, dial and IP, and has a separate port on the Duet base for each type of communications cable.
3. The Moneris Vx810 Hardware 3.4.2. The Ethernet Communications Cable The Ethernet Communications Cable 1. Plug one end of the Ethernet communications cable into the 10BaseT port on the base. 2. Plug the other end of the Ethernet communications cable into an Ethernet wall jack or a router. When the terminal is not performing any transactions or functions, and has been idle for a pre-set period of time, the terminal will display the applications menu. 3.5.
3. The Moneris Vx810 Hardware NAME Arrow Key ALLOWS YOU TO... • scroll down or up. • The first purple key on the left, located under the arrow icon ( or Reprint Key • Reports Key • ALPHA • ). launch the REPRINT menu. The second purple key from the right. launch the REPORTS menu. The first purple key on the right. enter alphabetic characters for personalized receipt text, Clerk IDs, etc. Located in the middle of the row of purple keys.
3. The Moneris Vx810 Hardware 3.6. The Magnetic Stripe Card Reader The Magnetic Stripe Reader (MSR) is located in a slot on the right-hand side of the terminal. When a card is swiped, the MSR reads the information encoded on the card's magnetic stripe. To swipe a card, the magnetic stripe must be down and facing towards the terminal. Cards can be swiped from the back of the terminal forwards or from the front of the terminal backwards. 3.7.
3. The Moneris Vx810 Hardware IMPORTANT: Leave the chip card in the reader for the entire transaction. 3. When the "Remove Card" prompt appears, pull the card gently out of the chip card reader. 3.8. The Integrated Printer A thermal printer is integrated with the Moneris 810 Duet base. It prints black text on white, one-part thermal paper. To order additional paper rolls, see Assistance. To load a paper roll in the printer, see Loading Paper in the Printer. 3.9.
3. The Moneris Vx810 Hardware Recommendations: Always plug the power cable into the power source last to avoid power surges. Use a power bar with surge protection where possible. IMPORTANT: You must use the exact power adaptor and cables provided by Moneris Solutions to work with the Moneris Vx810 terminal and PINPad. Failure to do so may affect the operability of or cause damage to the equipment. 5.
4. Configuring Your Terminal Your Vx810 Duet terminal can be set up to accept and process a variety of cards including debit cards, credit cards, Private Label credit cards, and Corporate (a.k.a. Purchasing) credit cards. The terminal can also be set up to support gift card programs and loyalty programs. Before you begin using your terminal to process transactions, you must configure it, inputting any special values and parameters needed for the options you want to use.
4. Configuring Your Terminal 4.1.1. Options for Each Parameter • View (display and edit parameters) • Print (print a list of parameters in the sub-menu and their current values) 4.1.2. Parameters These parameters can also be found on other menus. For instructions on editing the parameters, refer to the section for the menu indicated in parentheses beside the parameter.
4. Configuring Your Terminal 4.2. Configuring Communications The terminal can communicate with the Moneris host over Ethernet and dial communications. • Dial communications • IP communications with dynamic addressing • IP communications with static addressing • Dial backup support for IP communications IMPORTANT: You must contact Moneris before changing from one communications type to another.
4. Configuring Your Terminal f. Select Edit, key in the prefix number (e.g., 9) then press OK. g. Select Exit then select OK to save changes. h. Press CANC ANNUL then press the * (ASTERISK) to return to the applications menu. 4. Enter the initialization phone number: a. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. b. Press OK to access the CONFIGURATION menu. c. Select Setup, key in the manager password and press OK. d.
4. Configuring Your Terminal 3. Set the dynamic IP Settings parameters: a. While the applications menu is displayed, press the 2 key. b. Key in the manager password and press OK. c. Press the Ethernet Config key ( ) then select IP. "IP Settings" appears. d. Select Edit then select DHCP. e. Select Exit then select Yes to save changes. CommServer restarts and the terminal reboots back to the applications menu. 4.2.3.
4. Configuring Your Terminal IP Address Subnet Mask Gateway IP Add DNS1 IP Address DNS2 IP Address (your Ethernet network may not require this parameter) h. Select Exit then select Yes to save changes. CommServer restarts and the terminal reboots back to the applications menu. 4. Reconnect the Ethernet cable to the base and the wall jack. 4.2.4.
4. Configuring Your Terminal 5. Select Edit, key in the Terminal ID (the eight-digit number starting with 28 found on the back of the terminal, e.g. 28123456) and press OK. 6. Select Next until “Merch Num” appears. 7. Select Edit, key in your 13-digit Moneris Merchant ID (e.g. 0030212345678) and press OK. Note: Your Moneris Merchant ID was provided to you when Moneris contacted you to confirm your terminal order.
4. Configuring Your Terminal 6. Select Edit then select On. 7. Select Exit. If prompted to save changes, press OK. 8. Press CANC ANNUL then press the * (ASTERISK) key to return to the applications menu. 4.6. Configuring Receipt Printing There are several parameters you can edit to configure what your receipts will look like and how they will print. For receipt-related procedures, see Finding Sequence and Orig Auth Numbers, Signing Credit Card Receipts, Reprinting Receipts and Printing a Cash Receipt. 4.6.
4. Configuring Your Terminal 4.7. Configuring Tip Processing 4.7.1. Basic Tip Processing To enable Basic Tip Processing: 1. Set the Tip Processing parameter to On - Prompt. 2. Set the Tip % nn.nn parameter to 0. Note: Tip Processing is skipped on Signatureless Transactions. 4.7.2. Enhanced Tip Processing Note: On Pre-Authorizations and Pre-Authorization Completions, Enhanced Tip Processing works the same way as Basic Tip Processing.
4. Configuring Your Terminal 4.7.4. Tip Percentage on Purchases To configure Tip Percentage: 1. Set the Tip % nn.nn parameter to a value greater than 0 (e.g., for 15%, key in 1500). 2. Set the Tip Processing parameter to On - Prompt. Note: Tip Percentage is skipped on Signatureless Transactions. IMPORTANT: Tip Percentage is not available when an external PINPad is connected to your terminal. On transactions with magnetic stripe credit cards, tip is automatically added WITHOUT customer confirmation.
4. Configuring Your Terminal 2. Add the Clerk ID to your terminal (see “Adding Clerk IDs” below). 3. Set the Use Def. Clrk? parameter to On. 4. Set the Default Clerk parameter to the Clerk ID added in step 2. Note: Clerk ID prompting must be disabled in order to use a default Clerk ID. Before setting a Clerk ID as the default, you must add it to your terminal. IMPORTANT: If you have more than one terminal, you must configure the Default Clerk ID on each terminal individually. 4.9.3.
4. Configuring Your Terminal The Clerk IDs you remove here can no longer be entered at the "Clerk Id" prompt during transactions and cannot be used in Clerk Subtotal Reports. 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Press OK to display the CONFIGURATION menu. 3. Select Servers. If the "Password:" prompt appears, key in the manager password and press OK. The CONFIGURE SERVER menu appears. 4.
4. Configuring Your Terminal 3. Select Terminal Name. If the "Password:" prompt appears, key in the manager password and press OK. The Term Name Config menu appears. 4. Select Add Terminal to add the terminal name. The "Terminal Name:" prompt appears. 5. Key in the terminal name for this terminal and press OK. For help, see Entering Alpha Characters and Punctuation. The "Send to Host?" prompt appears. 6.
4. Configuring Your Terminal 4.13. Configuring Corporate Cards 4.13.1. Enabling the Corporate Card Feature To enable the terminal to accept Corporate Cards: • Set the Commercial On? parameter to On. 4.13.2. Enabling Tax Amount Prompting To enable the terminal to prompt for a tax amount on Corporate Card transactions: 1. Set the Commercial On? parameter to On. 2. Set the Process Tax parameter to On. 3. Configure the applicable tax type and tax registration number as shown below. 4.13.3.
4. Configuring Your Terminal e. When “Transmitting…”, “Receiving…” and “Please wait” appear on the terminal, please wait while the terminal communicates with Moneris. When the initialization is finished, “Init Successful” appears then the transactions menu appears. f. If you have set up and configured an external PINPad, “Restart Required Press OK” appears on the PINPad display. Press OK on the PINPad and proceed to step g. If you are operating the Vx810 in standalone mode, skip to step 4. g.
5. Financial Transactions 5.1. Card and Transaction Types A financial transaction involves the transfer of funds between a cardholder's account and your own business account. For example, a credit card Purchase transaction moves funds from the credit cardholder's account to your business account, and a debit card Refund moves funds from your business account to the debit cardholder's chequing or savings account.
5. Financial Transactions 5.3. Card Entry Options 5.3.1. Magnetic Stripe Cards - Swipe • Look for the magnetic stripe on the back of the card. • When “Swipe Card:”, “Insert or Swipe Card:” or “Swipe, Tap, or Insert Card:” appears on the terminal or PINPad, swipe the card on the magnetic stripe reader and follow the prompts. 5.3.2. Chip Cards - Insert • Look for the chip on the card.
5. Financial Transactions • Manual Credit Transactions 5.4.1. Processing a Purchase Follow the procedure below to process the sale of goods using a debit or credit card. To process a Purchase: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." appears followed by the transactions menu. 2. To begin the transaction, select Purchase. If the "Password:" prompt appears, key in the manager password and press OK. 3. Key in the Purchase amount and press OK. 4.
5. Financial Transactions To process a Correction: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." appears followed by the transactions menu. 2. To begin the transaction, select Correction. If the "Password:" prompt appears, key in the manager password and press OK. If prompted for a Clerk ID ("Clerk Id:"), see Entering the Clerk ID. 3a. To correct the last transaction performed on the terminal: A. Select Yes. B.
5. Financial Transactions 7. When the final amount of the purchase is known, process a Pre-Authorization Completion for the final amount using the same card number (see “Processing a Pre-Authorization Completion” below). Note: If processing the Pre-Authorization on a Private Label Card, you may be prompted for a Promo Code. For details on basic prompts, see Responding to Basic Transaction Prompts. 5.4.5.
5. Financial Transactions Note: If processing the Pre-Authorization Completion on a Private Label Card, you may be prompted for a Promo Code. For details on basic prompts, see Responding to Basic Transaction Prompts. 5.4.6. Processing a Pre-Authorization Deletion Follow the procedure below to delete a Pre-Authorization in the terminal memory before it is completed. To process a Pre-Authorization Deletion: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App...
5. Financial Transactions To process an Advice: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." appears followed by the transactions menu. 2. To begin the transaction, select Advice. If the "Password:" prompt appears, key in the manager password and press OK. 3. At the "Amount:" prompt, key in the transaction amount and press OK. If prompted for a Clerk ID ("Clerk Id:"), see Entering the Clerk ID.
5. Financial Transactions B. Key in the card's expiry date and press OK. The "Validation Code:" prompt appears. If the "Imprint Card Press OK Key" prompt appears, you must take a manual imprint of the credit card. For help, see Taking a Manual Imprint of a Credit Card. C. Key in the validation code found on the back of the card and press OK. If you do not have the validation code, press OK and, when the "Code present?" prompt appears, select No.
5. Financial Transactions 4a. Swipe the private label credit card on the terminal. If the "Last 4 Digits:" prompt appears, key in the last 4 digits of the card number and press OK. OR 4b. Manually process the transaction: A. Key in the card number. The "Exp Date (MMYY): prompt appears. B. Key in the card's expiry date and press OK. The "Validation Code:" prompt appears. If the "Imprint Card Press OK Key" prompt appears, you must take a manual imprint of the credit card.
5. Financial Transactions Manually Processing Credit Card Transactions UNDER the Floor Limit While the terminal is down: • Take an imprint of the customer's Credit Card. When the terminal is functioning properly again: 1. Process a Purchase or Refund transaction on the terminal for the amount on the sales draft. You will need to key in the card number, expiry date and validation code (3 or 4 digit V-code on the back of the credit card). 2.
6. Admin Transactions • Logging On • Logging Off • Re-Initializing the Terminal • Demo Mode • Demo Mode Transactions • Entering Demo Mode • Exiting Demo Mode 6.1. Logging On If the "Host Logon Required" prompt appears, you must log on before you can perform transactions on the terminal. To log on to the terminal: 1. On the applications menu, select DEBIT & CREDIT. The transactions menu appears. 2. Press OK to access the CONFIGURATION menu. 3. Scroll down and select Host Logon. 4.
6. Admin Transactions 6.3. Re-Initializing the Terminal This function sends information about the terminal to the Moneris Host and receives additional parameters and information from the host. If changes have been made to your terminal configuration or your merchant account, the terminal may display 'Init Required' or the Merchant Service Centre may call and ask you to re-initialize your terminal. To re-initialize the terminal: 1. On the applications menu, select DEBIT & CREDIT.
6. Admin Transactions • Pre-Authorization Completion • Pre-Authorization Deletion • Advice 6.4.2.
6. Admin Transactions 5. At the "Demo Mode" prompt, select On. If the "Batch Not Empty Clear Batch" message appears, the terminal has transactions in terminal memory and you must follow the steps below: a. Select No. The "TRANS CANCELLED" message appears. b. Press OK to return to the Setup menu then press CANC ANNUL two times to return to the transactions menu. c. Perform a Batch Close then try entering Demo Mode again. IMPORTANT: Do NOT select Yes.
7. Reports • Stored Transactions • Merchant Sub-Totals • Clerk Sub-Totals • Deposit Totals • Multi-Terminal Deposit Totals • Pre-Auth Transactions • Tip • Batch Totals • Terminal Parameters • EMV Parameters • Private Label Card Transactions on Reports 7.1. Stored Transactions Report This report prints a detailed list of all transactions for the current batch in the terminal's memory, sorted by date.
7. Reports To print the Merchant Sub-Totals Report: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Press the REPORTS key (first purple key on the right). If the "Password:" prompt appears, key in the manager password and press OK. 3. Scroll down and select Merch SubTotals. The terminal communicates with the Moneris Host. 4. If the terminal displays "APPROVED," press OK.
7. Reports 7.3.2. For All Clerks To print the Clerk Sub-Totals Report for all Clerks: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Press the REPORTS key (first purple key on the right). If the "Password:" prompt appears, key in the manager password and press OK. 3. Select Clerk SubTotals. 4. At the "Clerk Id:" prompt, press the (*) ASTERISK key then press OK. 5.
7. Reports 4b. To print the report for all terminals, press the (*) ASTERISK key, press OK and proceed to step 6. 5. At the "Add Another Terminal?" prompt, select Yes, repeat step 4 until you have added all the desired terminals (maximum 20) then press No. 6. At the "Deposit Ttls" prompt, select Yes. The terminal prints the report and returns to the REPORTS menu. 7. Press CANC ANNUL to return to the transactions menu. 7.6.
7. Reports 7. Press CANC ANNUL to return to the transactions menu. 7.8. Batch Totals Report This report is printed as part of the Merchant Batch Close process but can be printed WITHOUT closing the batch. To print the Batch Totals Report: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Scroll down and select Batch Close. If the "Password:" prompt appears, key in the manager password and press OK. 3.
7. Reports To print the EMV Parameters Report: 1. On the applications menu, select DEBIT & CREDIT. The message "Activating App..." is displayed then the transactions menu appears. 2. Press the REPORTS key (first purple key on the right). If the "Password:" prompt appears, key in the manager password and press OK. 3. On the REPORTS menu, scroll down and select EMV Param Rpt. The terminal prints the report and returns to the REPORTS menu. 4. Press CANC ANNUL to return to the transactions menu. 7.11.
8. The Ernex Programs The Ernex programs allow you to offer your customers an electronic card-based program that is activated and processed through the Moneris Vx810 Duet terminal. There are two programs available: • Gift Cards: This program allows you to offer your customers stored-value gift cards for pre-defined dollar values as well as variable-value cards and rechargeable cards.
8. The Ernex Programs If the "Enter Amount" prompt appears, key in the dollar amount to be loaded on the card and press OK. If prompted, key in the additional transaction information and press OK. If the "Invoice Number" prompt appears, key in the Invoice Number and press OK. The terminal displays "Approved". The terminal displays "Balance Due" then the "Press OK Key" prompt appears. 4. To complete the transaction, follow the steps under “Ernex Transaction With a Balance Due” below. 8.2.2.
8. The Ernex Programs 2. Select Void. The "Password:" prompt appears. 3. Key in the manager password and press OK. The "Swipe or Enter Card" prompt appears. 4. Swipe the gift or loyalty card. If the "Enter CVC" prompt appears, key in the 3-digit validation code on the back of the card and press OK. If the "Clerk ID" prompt appears, key in the Clerk ID and press OK. The "Ernex Ref Number" prompt appears. 5.
8. The Ernex Programs 8.2.5. Reprinting an Ernex Receipt This function prints a duplicate of a gift or loyalty receipt. To reprint an Ernex receipt: 1. On the applications menu, select GIFT & LOYALTY. The message "Activating App..." is displayed then the Ernex transactions menu appears. 2. Press the reprint key (second purple key from the right). 3. Select the receipt you wish to print: To print the most recent receipt, select Last Receipt. To print an earlier receipt, select Any Receipt.
8. The Ernex Programs 7. Press OK to print the Merchant Copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.3.2. Deactivate an Ernex Gift Card Follow the procedure below to deactivate a Moneris gift card. IMPORTANT: Once the gift card is deactivated, it can never be used again. To deactivate a Moneris gift card: 1. On the applications menu, select GIFT & LOYALTY. The message "Activating App..." is displayed then the transactions menu appears. 2. Select Deactivate.
8. The Ernex Programs 5. Key in the 3-digit validation code on the back of the card and press OK. If the "Clerk ID" prompt appears, key in the Clerk ID and press OK. If prompted, key in the additional transaction information and press OK. The "Ernex Ref Number" prompt appears. 6a. Key in the original reference number from the Gift Card transaction receipt and press OK. OR 6b. Press OK to leave this blank. If the "Invoice Number" prompt appears, key in the Invoice number and press OK.
8. The Ernex Programs The terminal displays "Approved" and prints the Customer Copy of the receipt then the "Press OK key" prompt appears. 6. Press OK to print the Merchant Copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.4.2. Deactivate an Ernex Loyalty Card Follow the procedure below to deactivate a Moneris loyalty card. IMPORTANT: Once the loyalty card is deactivated, it can never be used again. To deactivate an Ernex loyalty card: 1.
8. The Ernex Programs The "Ernex Ref Number" prompt appears. 6. Key in the original reference number from the loyalty card transaction receipt and press OK. OR Press OK to leave this blank. If the "Invoice Number" prompt appears, key in the invoice number and press OK. The terminal displays "Approved" and prints the Customer Copy of the receipt, then the "Press OK key" prompt appears. 7. Press OK to print the Merchant Copy of the receipt and return to the GIFT & LOYALTY transactions menu. 8.4.4.
8. The Ernex Programs 8.5. The Menu Feature in Ernex 8.5.1. The Ernex GIFT & LOYALTY Transactions Menu The Ernex GIFT & LOYALTY transactions menu allows you to select the type of Ernex transaction you wish to process.
8. The Ernex Programs Note: For instructions on navigating through the menus and editing parameters, see The Menu Feature. 8.5.3. The Ernex Setup Menu The Ernex Setup menu allows you to set values for a number of Ernex parameters on your terminal. Some items may not appear on the terminal until a specific feature is enabled.
8. The Ernex Programs 4b.To print only totals in the report, select No. The terminal prints the Batch Summary Report, communicates with the Ernex Host then returns to the Reports menu. 5. Press the CANC ANNUL key to return to the GIFT & LOYALTY transactions menu. 8.6.2. Initialization to the Ernex Host This function sends information about the terminal to the Ernex Host and receives additional parameters and information from the Host.
8. The Ernex Programs 6. Press OK to continue. The terminal completes the initialization and returns to the Setup menu. 7. Press CANC ANNUL to return to the GIFT & LOYALTY transactions menu. 8.7. Ernex Reports 8.7.1. Ernex Transaction List The Ernex Transaction List displays or prints Moneris gift/loyalty card transactions stored on the terminal in the current batch WITHOUT closing the batch. To display a list of Ernex transactions: 1. On the applications menu, select GIFT & LOYALTY.
8. The Ernex Programs 2. Press the Reports key (first purple key on the right). The Ernex Reports menu appears. 3. Select Trans Inquiry. If the "Clerk ID" prompt appears, key in the Clerk ID and press OK. The “All” prompt appears. 4a. To print all transactions for all cards: a. Select All. The "Card #:" prompt appears. b. Press OK for all cards. 4b. To scroll through the list of cards and select a transaction: a. Scroll through the list: To scroll forwards, select Next. To scroll backwards, select Prev. b.
8. The Ernex Programs To print the Clerk Sub-Totals report for Ernex transactions: 1. On the applications menu, select GIFT & LOYALTY. The message "Activating App..." is displayed then the Ernex transactions menu appears. 2. Press the Reports key (first purple key on the right). The Ernex Reports menu appears. 3. Select Clerk Subtotals. If the "Clerk ID" prompt appears, key in the Clerk ID and press OK. The "Zero Clerk totals" prompt appears. 4.
8. The Ernex Programs 8.8. Ernex Configuration 8.8.1. Ernex Printer and Receipt Parameters Use the Printer selection on the Ernex Setup menu to configure Ernex printer and receipt parameters. Transactions menu (GIFT & LOYALTY) > Setup menu > Printer Prmpt Beep Delay Number of seconds to wait after beeping and displaying the "Tear Receipt; Press OK key" message before printing the customer receipt. Key in number of seconds and press OK (120 = default).
8. The Ernex Programs Moneris Term ID Your Moneris Terminal ID. Key in the numeric Terminal ID assigned to you by Moneris and press OK. Ernex Term ID Your Ernex Terminal ID. Key in the 8-digit Terminal ID assigned to you by Ernex and press OK. Rct Hdr 1 to 7 The seven lines of text that appear at the top of receipts. Key in alphanumeric text (max. 40 characters) and press OK. Footer 1 to 6 The six lines of text that appear at the bottom of receipts. Key in alphanumeric text (max.
8. The Ernex Programs Coupon Validation Enables or disables coupon validation. No (default) Yes Amt Verification Enables or disables the verification prompt for the amount entered during an Ernex gift and/or loyalty transaction. No (default) Yes 8.8.3. Ernex Communications Parameters Use the Comm selection on the Ernex Setup menu to configure Ernex communications parameters.
8. The Ernex Programs 8.8.4. Ernex Terminal Parameters Use the Terminal selection on the Ernex Setup menu to configure Ernex terminal parameters. Transactions menu (GIFT & LOYALTY) > Setup menu > Terminal Clrk/Srvr Mode Enables or disables the "Clerk ID:" prompt. If Clerk Totals and Clerk ID input are supported, select Prompt. None (default) Prompt Terminal Beep Turns the key beep on or off. Off On (default) PABX Code Do Not Use Demo Mode Turns Ernex Demo Mode on or off.
8. The Ernex Programs 8.8.5. Adding Clerk IDs to the Ernex Gift & Loyalty Application Follow the procedure below to add Clerk IDs to be used when processing gift and loyalty transactions. To add an Ernex Clerk ID: 1. On the applications menu, select GIFT & LOYALTY. The message "Activating App..." is displayed then the transactions menu appears. 2. Select Clerk Admin. If the "Password:" prompt appears, key in the manager password and press OK. The CLERK ADMIN menu appears. 3.
8. The Ernex Programs 8. Press CANC ANNUL to return to the GIFT & LOYALTY transactions menu. 8.9. Ernex Demo Mode Demo Mode allows you and your employees to practice performing gift and loyalty transactions on your Moneris terminal WITHOUT affecting your terminal total amounts, your financial accounts or your customers’ accounts. Note: Demo Mode is only available if you close your terminal batches on the terminal (Merchant Close). If your terminal uses System Close, you cannot use Demo Mode.
8. The Ernex Programs The Setup menu appears. 3. Select Demo. The "Demo Mode" prompt appears. 4. Select Off. The "Batch Not Empty Clear Batch" message appears. 5. Select Yes to clear the demo batch so it does not affect totals of real Ernex transactions. The terminal displays "DEMO MODE OFF" then the Setup menu re-appears. The DEMO icon is no longer displayed on the screen. 6. Press CANC ANNUL two times to return to the GIFT & LOYALTY transactions menu. Moneris Vx810 Duet Operating Manual v1.1.
9. End-of-Day Procedure The end-of-day procedure comprises a number of functions: • Batch Close • Batch Clear • Batch Review • Multi-Terminal Batch Close 9.1. Processing a Batch Close Moneris has two types of settlement: • Merchant Close - You are responsible for settlement/Batch Close at the end of each day. • System Close - Moneris automatically settles your transactions at the end of the day. To close multiple terminals at once, see Multi-Terminal Batch Close.
9. End-of-Day Procedure Note: If you don’t make a selection at the “Close Batch?” prompt within two minutes, the terminal will beep three times then return to the transactions menu without closing the batch 9.1.2. System Close If your account is set up for System Close settlement, Morris automatically settles your transactions for you at the end of each day. You must verify transaction totals on a daily basis. Here’s how: Step 1: Print a Stored Transactions Report.
9. End-of-Day Procedure 2. Scroll down and select Batch Review. If the "Password:" prompt appears, key in the manager password and press OK. 3. At the "Retrieve By" prompt, select the method you want to use to retrieve transactions: Clrk => key in the transaction Clerk ID and press OK. Amt => key in the transaction amount press OK. Acct => key in the last 4 digits of the transaction card number and press OK. Seq# => key in the transaction Sequence Number and press OK.
9. End-of-Day Procedure 3. At the "Close Type?" prompt, select Mult. 4. At the "Terminal Name:" prompt, key in the name of the terminal and press OK. The "Add Another Terminal?" prompt appears. 5a. To include more terminals in the Batch Close, select Yes then repeat steps 4 and 5 for each additional terminal to create the Batch Close process list. After you finish adding terminals, select No. OR 5b. To include only the terminal selected in step 4, select No.
10. Troubleshooting If your terminal is not working properly and an error message appears on the screen, go to the list of Error Messages and locate the message you see on the terminal. If the problem appears to be with the hardware, go to the list of Hardware Problems and locate the symptom. Then, review the possible problems and try the suggested solution. Note: Please keep any receipts printed during problem transactions.
10. Troubleshooting 10.3. Merchant Direct Secure Message Centre Log in to Merchant Direct and use the Message Centre to send a secure message directly to the Moneris Merchant Service Centre. 10.4. Error Messages on the Moneris Vx810 Duet Terminal A message will appear on the display if an error occurs. In the table below, find the error message that appears on the terminal and try the solution. If the error message re-appears, contact the Moneris Merchant Service Centre for assistance.
10. Troubleshooting ERROR MESSAGE PROBLEM & SOLUTION This symbol appears when the terminal is in Demo Mode. Exit Demo Mode to remove the symbol from the display. EMPTY BATCH If you attempt a Pre Auth Completion but there are no uncompleted PreAuthorizations in the terminal memory, the Empty Batch message appears. Press OK to return to the Pre Auth menu. ERR READ CARD NO. There is a problem with the magnetic stripe on the card that was swiped.
10. Troubleshooting ERROR MESSAGE PROBLEM & SOLUTION INVALID ACCNT NO. During a swiped credit card transaction, the digits entered as the last four of the credit card do not match the last four digits of the card number encoded on the card's magnetic stripe. Check the card number and re-enter the last four digits when the "Last 4 digits:" prompt re-appears. If the prompt reappears, contact the Moneris Merchant Service Centre for assistance.
10. Troubleshooting ERROR MESSAGE PROBLEM & SOLUTION OUT OF RANGE The Cashback amount requested exceeds the maximum Cashback value set on the terminal. Ask the cardholder to key in an amount lower than the maximum amount when the "Cash: " prompt re-appears. If this error message appears on a regular basis, consider increasing the cashback limit set on the terminal. OR If this message appears while the terminal is in Demo Mode, ensure the amount of the transaction plus Cashback is $1.
10. Troubleshooting ERROR MESSAGE PROBLEM & SOLUTION RETRY TRAN? Select YES to retry the transaction. The terminal will try to send the transaction to the Moneris Host using the card data already entered. Select NO to return to the transactions menu. SETTLE FAILED The connection with the Moneris host was lost during the batch close function and the settlement was not completed. Try the Batch Close again.
10. Troubleshooting 10.5. Ernex Error Messages on the Vx810 Duet Terminal A message will appear on the display if an error occurs in the GIFT & LOYALTY application. In the table below, find the error message that appears on the terminal and try the solution. If the error message re-appears, contact the Moneris Merchant Service Centre for assistance. Additional error messages can be found in Error Messages on the Vx810Duet Terminal.
10. Troubleshooting HARDWARE PROBLEM SOLUTION Display lighting is too bright or too dark The contrast setting is too high or too low. Magnetic Stripe Card reader won't read cards. Try swiping the card more quickly or more slowly or from the front of the reader towards the back. Check the contrast setting and increase or decrease it to work with the lighting at the terminal location. Try swiping a different card. If this card can be read, the problem is with the first card.
