How to Manuals
What buttons to press – quick retail guide
What buttons to press – quick restaurant guide
What buttons to press – gift cards
How to Video Tutorials
Configuring Your Connection
You need to set a connection default (Ethernet refers to your Internet network cable, Dial refers to your phone line):
1) Press [#]
2) Press [3] for Setup Menu
3) Press [2] for Communications
4) Press [1] for ComsPriority
5) Enter the correct code below
|
Code |
Communication Priority |
|
200 |
Ethernet Only |
|
210 |
Ethernet Primary, Dial Backup — Recommended |
|
100 |
Dial Only |
|
120 |
Dial Primary, Ethernet Backup |
6) Once entered, press the green [OK]
7) Press red [X] to go back to welcome screen
Processing a Transaction
1) Press [1] for SALE
2) Enter sale amount and press green [OK] button
3) Insert chip card into reader, swipe the card or manually enter the card number
4) Have customer enter PIN and press green [OK] button
5) Select [YES] or [NO] for customer copy of the receipt
Processing a Refund
1) Press [2] for RETURN
2) Enter refund amount and press green [OK] button
3) Insert chip card into reader, swipe the card or manually enter the card number
4) Have customer enter PIN and press green [OK] button
5) Select [YES] or [NO] for customer copy of the receipt
Voiding a Transaction
1) Press [3] for VOID
2) Press [2] for Reference #
3) Enter the Reference number from the receipt and press the green [OK] button
4) The screen should now display the original transaction, select [SELECT]
5) Press [YES] to confirm void
6) Credit – Transaction authorizes
Debit – Swipe or insert card, have customer enter PIN and press green [OK] button
7) Select [YES] or [NO] for customer copy of the receipt
Processing a Manual (Keyed) Credit Card Transaction
1) Press [1] for SALE
2) Enter sale amount and press green [OK] button
3) Enter credit card number and press green [OK] button
4) Enter expiration date (format: MMYY) and press green [OK] button
5) Select [YES] or [NO] for customer copy of the receipt
Pre-Authorizing a Credit Card
1) Press [6] for AUTH ONLY
2) Enter amount and press green [OK] button
3) Swipe(black magnetic strip facing in), insert chip or manually key in credit card number
4) Press [OK] to confirm transaction amount
5) Select [YES] or [NO] for customer copy of the receipt
Capturing a Pre-Authorization
1) Press [4] for FORCE
2) Enter sale amount and press green [OK] button
3) Swipe(black magnetic strip facing in), insert chip or manually key in the credit card number
– If swiped, enter last 4 digits of card, press green [OK] key
– If manually entered, input expiration date, press green [OK] key
4) Press [OK] to confirm transaction amount
5) Enter approval code (this can be found from the original receipt), press green [OK] button
6) Transaction authorizes
7) Select [YES] or [NO] for customer copy of the receipt
Settling Your Batch
1) Press [7] for SETTLEMENT
2) Select [YES]
3) Select [Accept] or [Cancel] to confirm totals
4) Settlement processes
5) Select [YES] to print reports
Viewing Prior Batch Totals
1) Press [#]
2) Press [2] for Batch Menu
3) Press [2] for View History
4) Press [1] for Batch # [2] for All [3] for Last Batch
Changing Settlement Report
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [4] for Settlement
5) Press [1] for SettleRpt
6) Press [2] for Summary Press [3] for detail
Automatic Batch Settlement
To set an automatic batch settlement, follow the instructions below. To remove the automatic settlement, the time should be set to “0000”.
1) Press [#]
2) Press [3] Setup
3) Press [4] Transactions
4) Press [4] for Settlement
5) Press [6] for Auto Time
6) Enter the time (24-hour clock format) and press [OK]
7) Press the red [X] until you are back at the main screen
Enabling Tips
To enable the tip prompt on your terminal:
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [5] for Tip Options
5) Press [1] for Tip
6) Press [3] for Retail Tip
7) Press the red [X] until you are back at the main screen
When you process a new transaction, the terminal will ask the customer to enter a tip (either % or fixed $ amount).
Enabling Tip Guide (Tip Recommendation)
If you wish your terminal to provide a tip recommendation to your customer, you will need to enable the “TIP GUIDE” feature:
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [5] for Tip Options
5) Press [4] for Tip Guide
6) Press [1] for Tip Guide
7) Press [2] for “DISPLAY”
8) Press the red [X] until back at the main screen
By default, the terminal will recommend 10%, 15% and 20%. To change these recommendations:
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [5] for Tip Options
5) Press [4] for Tip Guide
6) Select Tip Guide 1, 2 or 3
7) Enter a new percentage and press the green [OK]
8) Press the red [X] until back at the main screen
Enabling an Automatic Tip
If you wish your terminal to automatically calculate a preset tip for your customer:
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [5] for Tip Options
5) Press [4] for Tip Guide
6) Press [5] for Tip Auto
7) Enter desired Auto Tip Percent and press green [OK]
Enabling Tip Adjustment
PLEASE NOTE:
With Chip & PIN credit and debit cards, the majority of merchants no longer need to use “Tip Adjustments”. However, some still require this feature for manually keyed transactions.
To enable Tip Adjustments:
1) Press [#]
2) Press [3] for Setup Menu
3) Press [4] for Trans Options
4) Press [5] for Tip Options
5) Press [1] for Tip
6) Press [2] for Std Tip
7) Press [2] for Tip Adjust
8) Select [ON]
7) Press the red [X] until you are back at the main screen
To perform a Tip Adjustments:
1) On the main screen, press [0]
2) Search for the transaction you want to adjust the tip for.
3) Once found, press [Select]
4) Enter tip amount and press [OK]
5) Press [Accept] to confirm tip adjustment.
You will be prompted if you want to adjust another tip
6) Press the red [X] until you are back at the main screen
Enabling Server Options
1) Press [#]
2) Press [1] for Server Menu
3) Press [5] for ClkPrompt
4) Press [2] for ID Only [3] for ID & Name
Creating Server IDs
1) Press [#]
2) Press [1] for Server Menu
3) Press [1] for Add ID
4) Enter server ID and press green [OK]
5) Select [YES] to add more [NO] to exit
Deleting Server IDs
1) Press [#]
2) Press [1] for Server Menu
3) Press [2] for Delete ID
4) Select [ALL] to delete all servers [ONE] to delete one server
For [ALL] select [YES] to confirm
For [ONE] enter server ID, press green [OK]
Printing List of Server IDs
1) Press [#]
2) Press [1] for Server Menu
3) Press [3] for Print ID List
List will print
Printing Report of Server’s Transactions
1) Press [#]
2) Press [0] for Report Menu
3) Press [3] for Server
4) Press [1] for All Servers [2] for Single Server, Enter ID and press green [OK]
Point of sale prints report
Enabling the Debit Surcharge (Convenience Fee)
[#]
[3] Setup
[4] Transaction Options
[2] Debit
[9] Surcharge
[1] Surcharge
Select [2] Debit Only
[2] Surcharge Amount
Enter surcharge amount (in cents) and press [OK]
Press the red [X] to go all the way back