SmartSELECT Merchant Operating Manual v 2.0
43
Administrative Transactions
6.2: Logon
This transaction connects the terminal to the Moneris Host so you can perform
live financial transactions and reporting transactions that require information from
the Host.
You should Logon to your SmartSELECT terminal at the beginning of each busi-
ness day.
If you re-initialize your terminal, you will need to Logon to your terminal again.
From the Idle screen:
Note:
If your terminal accepts Debit cards, the POS Admin Card is required to
Logon.
1. Press
Menu
. The
Administrative Transactions
menu appears.
2. Select
Logon
. The
Swipe Admin Card
prompt.
3. Swipe the POS Admin Card. The terminal displays
Logon
while it communi-
cates with the Moneris Host then returns to the Idle screen when the Logon is
completed.
Note:
If you perform a Logon transaction when the terminal is already logged
on, you will not get an error message; the terminal will simply remain
logged on.
6.3: Balancing & Settling Your Account
In order to have the funds from your POS transactions deposited into your
account, you must close the Batch containing those transactions. You will need to
do this for the Moneris Host and each of the Third Party hosts that process trans-
actions for you. Moneris recommends that you process a Close Batch transaction
at least once a day, preferably at the end of each business day. Most merchants use
this option: to change options, see your Moneris sales representative.
Moneris also recommends performing a Print Stored Transactions report by Batch
before performing a Close Batch. This will give you a print-out of the transactions
in the Batch before the Close Batch clears the terminal’s memory.
6.3.1: Close Batch
This function requests and prints current batch totals, and sends a close batch
request to the Hosts your terminal connects to, including the Moneris Host and
any Third Party Hosts you have configured.
The report consists of transaction type totals by host and host grand totals.
There are two ways to perform a Close Batch:
•
the Close Batch transaction
•
the Multi-Terminal Reporting transaction
Both methods consist of two parts.The first part compares the approved transac-
tion totals stored in your terminal’s memory to the totals stored on the Moneris
Summary of Contents for smartselect
Page 10: ...Table of Contents viii SmartSELECT Merchant Operating Manual V2 0...
Page 14: ...Introduction 4 SmartSELECT Merchant Operating Manual v 2 0...
Page 48: ...Configuring Your Terminal 38 SmartSELECT Merchant Operating Manual v 2 0...
Page 58: ...Administrative Transactions 48 SmartSELECT Merchant Operating Manual v 2 0...
Page 72: ...Debit Financial Transactions 62 SmartSELECT Merchant Operating Manual v 2 0...
Page 84: ...Credit Financial Transactions 74 SmartSELECT Merchant Operating Manual v 2 0...
Page 96: ...Clerk Subtotalling 86 SmartSELECT Merchant Operating Manual v 2 0...
Page 102: ...Multi Terminal Reporting 92 SmartSELECT Merchant Operating Manual v 2 0...
Page 128: ...Private Label Transactions 118 SmartSELECT Merchant Operating Manual v 2 0...
Page 158: ...ERNEX Electronic Marketing Programs 148 SmartSELECT Merchant Operating Manual v 2 0...
Page 176: ...AIR MILES Reward Program 166 SmartSELECT Merchant Operating Manual v 2 0...
Page 188: ...Error Messages Troubleshooting 178 SmartSELECT Merchant Operating Manual v 2 0...
Page 198: ...188 SmartSELECT Merchant Operating Manual v 2 0...
