TD Desk 5000, Configuration And Troubleshooting Manual

Page 1: ...00 Standalone and Semi Integrated terminals With or without PINpad For the TD Move 5000 Standalone and Semi Integrated terminals iPay Table solution TD Move 5000 and TD Desk 5000 Configuration and Tro...

Page 2: ...e Bluetooth word mark and logos are registered trademarks owned by Bluetooth SIG Inc and any use of such marks by TD is under license Other trademarks and trade names are those of their respective own...

Page 3: ...security 14 Report security 16 Cashback settings 17 Debit surcharge 17 Tip settings 17 Receipt settings 17 Communication settings TD Desk 5000 18 Communication settings TD Move 5000 20 Download setti...

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Page 5: ...rt transactions by Reference Invoice or Card Type all transactions for the current business day This report will not show Pre Auth transactions Summary PRINT or DISPLAY your report all transactions by...

Page 6: ...allows you to view the previous 30 closed batches on the terminal 3 Indicate what information you wish to see Batch All and Last Batch Batch Enter the Batch and press OK and the batch total is display...

Page 7: ...Solutions strongly suggests that you create and use a manager ID for your day to day business needs and only use the administrator ID when absolutely necessary Some functions that require an administ...

Page 8: ...transactions A maximum of 200 clerk IDs are allowed per terminal Clerks default can be renamed to Server or Cashier by a manager IDs are 1 to 6 digits in length Passwords are 4 to 7 digits in length...

Page 9: ...administrator ID from the terminal You log in as an administrator to initiate this process 1 Tap the Admin icon Security Admin Setup Delete Admin 2 Select the Admin ID you want to edit 3 Edit the Admi...

Page 10: ...7 digits in length 7 Re enter the password and press OK 8 You will be given the option to add another ID of the same type Yes or No If you select Yes go to step 2 Delete supervisor or manager ID Use t...

Page 11: ...f existing IDs on the terminal You must log in with an ID that is equal to or greater than the level of the user list you wish to view Log in as a manager to see all manager and supervisor IDs on the...

Page 12: ...ion if any is required for a clerk user on the terminal This must be set to ID Only if you want to enable the Auto Add Clerk feature page 9 1 Tap the Admin icon Clerk Menu ClkPrompt 2 Select which of...

Page 13: ...ssword 5 Reenter Password optional 6 Press OK 7 An option to create another clerk appears Select Yes No If you select Yes go to step 2 Edit a clerk name Use this option to add or change an existing cl...

Page 14: ...played AutoAddClk ClkLogOnOff ClkPrompt and ClkWording 3 Tap PRINT if you wish to print a copy of what is shown on screen General customization Training mode This option allows a Manager or Supervisor...

Page 15: ...p Menu Term Settings Term HW Backlight 2 Set the backlight levels for the keypad Always Off Always On or On Key Press and press OK Always Off disables keypad backlighting Always On enables keypad back...

Page 16: ...ap the Admin icon Setup Menu Term Settings Reset New 2 Enter your admin password and press OK 3 Confirm that you wish to continue Yes or No Enable screen saver image Use this option to adjust the scre...

Page 17: ...sactions PWForce Force post transactions PWPreAuth Pre authorization transactions PWCompletion Pre authorization completion transactions PWSettle Settlement day close PWReprint Reprint receipts PWRepo...

Page 18: ...default setting is Off 3 Go to Enable a maximum sale amount and set it to Password Enable maximum sale amount Use this option if you would like to limit sale amounts on your terminal This option is u...

Page 19: ...enu Trans Options High Amt Tran HighAmtTranRet 2 Select how you want to protect high transaction amounts Off Limit or Password and press OK Off means there are no limitations on transaction amounts an...

Page 20: ...disables invoice Purchase Order will prompt you to manually enter or automatically create a purchase order number for any transaction that you perform on this terminal This will be displayed as ORDER...

Page 21: ...Merchant Solutions Help Desk Receipt settings All of the following settings must be done for each terminal individually or you can call TD Merchant Solutions Help Desk to have this done for all termin...

Page 22: ...1 Tap the Admin icon Setup Menu Receipts Receipt Options PreAuthRcpt 2 Enable or disable this option On or Off The default setting is Off Communication settings TD Desk 5000 Use these options to revi...

Page 23: ...is option to set the baud rate for your dial modem 1 Tap the Admin icon Communications Dial Baud 2 Select the desired option 1200 or 2400 The default is 1200 Set the dial up retry attempts Use this op...

Page 24: ...ication priority for this terminal This is a four digit number comprised of 2 3 4 or 0 Bluetooth is 2 4G is 3 WiFi is 4 and 0 is a placeholder for not selected For example a If you set ComsPriority to...

Page 25: ...the Admin icon Setup Menu Communications Bluetooth Remove Base 2 If you have only one Bluetooth base connected to the terminal a You will receive the message Bases removed 3 If you have only one Bluet...

Page 26: ...ubMask PriDNSIP and SecDNSIP and press OK b When you select any of the above options enter the IP address and press OK For a static IP address you must complete all of the above information All of the...

Page 27: ...gs on the terminal Do not change these settings unless instructed to do so by a TD Merchant Solutions Help Desk agent If you change these settings you may affect the performance of the terminal 1 Tap...

Page 28: ...ollowing settings will be available to you Disable enable semi integrated functionality Use this option to turn off semi integrated functionality on the terminal in question Do not do this unless inst...

Page 29: ...cashback prompt is greater than the cashback ceiling limit Reduce the sale amount Reduce the cashback amount Application blocked Press Enter EMV transactions are blocked on this card Press OK and use...

Page 30: ...t communicate with the card s chip Remove the card and swipe the card Can t read chip Swipe not allowed Remove card The terminal can t read the card s chip Remove the card and select another payment...

Page 31: ...s is displayed if Cancel is pressed after download has commenced Restart download Configure error The remote download was unable to detect the server Ensure that the terminal is connected to the netwo...

Page 32: ...m error Press OK The terminal has not received a response within six seconds while performing an EMV key download Retry the download End of records This is displayed if all records or transactions hav...

Page 33: ...minal Invalid card The last four digits of the card number entered do not match the card being used Re enter the last four digits of the card number Invalid clerk ID The clerk ID entered has not been...

Page 34: ...tions priorities have not been set Complete the communications setup for each of your communica tions methods Must settle batch A function has been attempted that requires an empty batch changing a pa...

Page 35: ...and the terminal is requesting that it be swiped Remove the card and swipe the card O Error codes Explanation Action required Out of balance Check detail report The user has entered an amount for set...

Page 36: ...the PIN Otherwise you may be asked to remove the card and the customer will have to provide another payment method Please start from menu Remove card This is displayed following the SELECTION IN PROG...

Page 37: ...EMV contactless card has been tapped and that it must be inserted or swiped or another payment method must be selected Insert or swipe the card or receive a new form of payment Tap failed Please retr...

Page 38: ...ry inserting a different card If this card can be read the problem is with the first card 2 Use a cleaning card to clean the problem card reader Display screen is blank OR Terminal isn t powering on 1...

Page 39: ...e you made physical changes to your location New walls or electronic devices near the terminal may prevent a connection Has something changed to the environment outside your place of business A new bu...

Page 40: ...cent office lighting Some cordless phones and baby monitors Human bodies in between the Bluetooth base wireless router and the terminal To avoid connectivity and data issues avoid going near these dev...

Page 41: ...ed to take any steps to restart your terminal It will automatically come online and create a connection Bluetooth Once the power has been restored you do not need to take any steps to restart your Blu...

Page 42: ...f ClkPrompt Setting ClkWording Setting ClkLogOnOff On Off Display Params Setting Batch Menu Batch Totals Info View History Info Host Batch Inquiry Print Display Setup Menu Communications ComsPriority...

Page 43: ...s Debit Prompts Settlement Tip Options High Amt Tran Display Params Cashback Cashback Setup DupTran DbDupTran Invoice Partial Auth Imprint Card Table SettleRpt ReportTrunc PrtStlResult Tip Tip Guide T...

Page 44: ...tings Setting Setting Setting Normal Large Setting Setting Setting Setting Setting Setting Setting Setting Demo Demo DemoAmt On Off Setting Display Params Info Maintenance Download Setup Start Downloa...

Page 45: ...Setting Setting Setting Setting Setting Setting Setting Setting Admin Menu PWs PWClerkMenu PWBatch PWSetup PWMaintenance PWDiagnostics PWSecurity PWTermInfo PWHostMgmt PWMisc Setting Setting Setting...

Page 46: ...L Download BIN Ranges Report Print Misc Options Semi integrated terminals only Semi Integrated Communication Type RS232 USB Ethernet COM0 Setting Receipt Options ECR Terminal Both Lost or stolen equip...

Page 47: ...quired information Police information Name __________________________________________________________________ Juridiction _____________________________________________________________ PH _____________...

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Page 49: ...ies 24 hours a day seven days a week General Merchant Inquiries Monday Friday 8 a m 8 p m ET Printer Stationery Supplies Monday Friday 8 a m 5 p m ET Documentation Portal This guide covers the most co...

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