Westpac EFTPOS 1, User Manual

Page 1: ...EFTPOS 1 User guide ...

Page 2: ... 1 How to process a Purchase transaction 10 4 2 How to process a Purchase with Cash Out transaction 16 4 3 How to process a Cash Out only transaction 20 4 4 How to process a Refund transaction 24 4 5 How to process a Purchase with Tip transaction 30 4 6 MOTO 36 5 Electronic Fallback 40 5 1 Authorisation Number Required 41 6 Settlement and Reports 42 6 1 Settlement 42 6 2 Auto Settlement 42 6 3 Man...

Page 3: ...ts insurance Terminals must not be relocated without prior authorisation Terminals must be located where customers can use the PINpad without the risk of other people seeing them key in their PIN Personal Identification Number 1 2 Cancellation of facility If your merchant facility is cancelled for any reason you need to return the equipment and materials to us To do this call the Merchant Helpdesk...

Page 4: ... This button on the terminal keypad is used to accept data entry or proceed with a function and is the same as using the SELECT or OK buttons displayed on the touch screen This button is also used to power on the terminal when held down for 10 seconds Clear Back This button on the terminal keypad is used for clearing entered data or moving back to the previous screen and is the same as using the C...

Page 5: ...ttery charging Battery symbol will turn green when the terminal is plugged into a power supply and is charging 2 4 Charging your terminal There are two options available to charge your terminal either through connecting the power source directly to the terminal or via the terminal base i Connecting base station to power 1 Insert the power cable into the power port on the terminal base 2 Plug the A...

Page 6: ... or two however a full software download can take 10 to 15 minutes To let this download occur your terminal will need to be kept switched on and be able to communicate with the bank If your terminal is unable to connect to the banks system at its scheduled time it will automatically try again at a later stage Note This depends on the connection type that is used by the terminal 3 Procedures 3 1 Te...

Page 7: ...e is an error with reading the chip on the card the terminal may prompt you to swipe the card 3 5 Magnetic Stripe transactions The EFTPOS 1 terminal supports magnetic stripe transactions The magnetic stripe reader is located on the right hand side of the terminal 1 Position a magnetic stripe card in the card reader with the stripe facing inward towards the keypad 2 To ensure a proper read of the m...

Page 8: ...t AUD 5 00 AUD 0 00 Enter Cash Out Press the touch screen or the key to proceed without Cash Out for a purchase only transaction Step Terminal Display Action 4 Leave empty to Skip Total Amount AUD 5 00 AUD 0 00 Enter Tip Press the touch screen or the key to proceed without Tip for a purchase only transaction 5 Insert Swipe card Tap card Total Amount AUD 5 00 Insert Swipe Swipe card Tap card Total ...

Page 9: ...sing the purchase 9 Remove Card If a chip card was inserted and is yet to be removed this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Step Terminal Display Action 10 Approved The terminal will now begin printing the receipt and display the transaction result Declined Reason Press ENTER Key 11 Signature required If a signature is...

Page 10: ... Declined Press ENTER Key Step Terminal Display Action 14 Yes No Print Customer Receipt Press the Yes button on the touch screen or the key to print a customer copy If not required press the No button on the touch screen or the key 15 Printing Wait for printer If you have elected to print a receipt the screen will display a picture of a printer to indicate it is printing a customer receipt Note Be...

Page 11: ...key to proceed 3 Leave empty to Skip Total Amount AUD 5 00 AUD 1 00 Enter Cash Out Key in cash out amount and press the touch screen or the key The Cash Out amount may be left at 0 00 by just pressing the key Note Cash Out is only available on cheque and savings accounts Step Terminal Display Action 4 Insert Swipe card Tap card Total Amount AUD 6 00 Insert Swipe Swipe card Tap card Total Amount AU...

Page 12: ...ompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Step Terminal Display Action 9 Approved The terminal will now begin printing the receipt and display the transaction result Declined Reason Press ENTER Key 10 Yes No Print Customer Receipt Select Yes on the touch screen or press the key to print a customer copy If not required select No ...

Page 13: ...e menu item using the keypad Step Terminal Display Action 2 Accept Amount Cash Out Amount AUD 6 00 Key in the cash out amount e g 45 4500 If a correction is required press the touch screen or the key to remove the last number entered or press the key to return to the idle screen Press the touch screen or the key to continue 3 Insert card Swipe card Total Amount AUD 5 00 If the purchase was not ini...

Page 14: ...begin processing the Cash Out 7 Remove Card If a chip card was inserted and is yet to be removed this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Step Terminal Display Action 8 Approved The terminal will print the receipt and display the transaction result Declined Reason Press ENTER Key 9 Yes No Print Customer Receipt Select Ye...

Page 15: ... the menu item using the keypad Step Terminal Display Action 2 Accept amount Refund Amount AUD 5 00 Key the refund amount e g 5 500 If a correction is required press the key to remove the last number entered or the key to return to the idle screen Press the touch screen or the key to continue 3 MERCHANT Enter password The terminal will now prompt for the merchant password to be entered Key in the ...

Page 16: ...er PIN Once entry is complete the cardholder can press the Signature button on the touch screen or press the key 7 Please Wait The terminal will connect to the bank and begin processing the refund Step Terminal Display Action 8 Remove Card If a chip card was inserted and is yet to be removed this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is ...

Page 17: ...cess these cards as normal 11 Yes No Signature ok If the signature matches the signature on the card select Yes on the touch screen or press the key to confirm Otherwise select No on the touch screen or press the key This will cancel the transaction Step Terminal Display Action 12 Signature Approved If the signature is approved or declined the following screens will be displayed Signature Declined...

Page 18: ...Amount Purchase Amount AUD 5 00 Enter the purchase amount e g 5 500 If a correction is required press the touch screen or the key to remove the last number entered To cancel press the key to return to the idle screen Press the key to proceed Step Terminal Display Action 3 Leave empty to Skip Total Amount AUD 5 00 AUD 1 50 Enter Tip Key in tip amount and press the touch screen or the key The tip am...

Page 19: ...ssing the purchase 8 Remove Card If a chip card was inserted and is yet to be removed this prompt will appear Remove the card at this prompt The terminal will beep as a reminder if the card is not removed Step Terminal Display Action 9 Approved The terminal will now begin printing the receipt and display the transaction result Declined Reason Press ENTER Key 10 Signature required If a signature is...

Page 20: ...e No button on the touch screen or press the key to cancel the transaction 12 Signature Approved If the signature is approved or declined the following screens will be displayed Signature Declined Press ENTER Key Step Terminal Display Action 13 Yes No Print Customer Receipt Press the touch screen or the key to print a customer copy If not required press No on the touch screen or the key 14 Printin...

Page 21: ...rce transactions You must retain all merchant receipts for at least eighteen months from the transaction date Step Terminal Display Action 1 1 Cash Out 2 Refund 3 MOTO On the main menu select MOTO on the touch screen or enter the number of the menu item using the keypad 2 1 Telephone Order 2 Mail Order MOTO Select the Mail Order or Telephone Order option and press the touch screen or the key Step ...

Page 22: ...e key If no CVV is present leave blank and press the touch screen or the key and proceed to Step 7 7 1 No CVV on Card 2 CVV Not Readable 3 CVV Bypassed No CVV Entry Select from one of the 3 options and press the touch screen or the key 8 Approved The terminal will print the receipt and display the transaction result Step Terminal Display Action Declined Reason Press ENTER Key 9 Yes No Print Custom...

Page 23: ...can obtain by calling 1800 066 244 Alternatively ask your customer for an alternative means of payment Signature capture is required on all EFB transactions regardless of the account selection or whether PIN was entered The terminal will process the transaction in accordance with the EFB floor limits and other validation settings Cheque Savings account transactions exceeding your debit card floor ...

Page 24: ... Settlement will automatically force a Settlement daily at the time requested you when your merchant facility was established If required you can contact the Merchant Helpdesk to change your Auto Settlement time 6 3 Manual Settlement A Settlement can be initiated anytime throughout the day prior to or after the bank s cut off time of 9 30PM AEST This function allows you to manually settle for the ...

Page 25: ...ny other past trading date Note For a current trading date Inquiry report the TO value will be empty as Settlement has not occurred 6 5 Subtotals Report The Subtotals Report can be run from the terminal at multiple times per day for reporting purposes The subtotal report will show the value of transactions since subtotals were last reset Step Terminal Display Action 1 1 Settlement 2 Reprint Receip...

Page 26: ...port and must be reset manually as required Step Terminal Display Action Yes No RESET TOTALS Subtotals Report ACQUIRER NAME MERCHANT NAME MERCHANT ADDRESS 1234 MERCH SUBURB 0212341234 HEADER AUSTRALIA ABN SUBTOTALS TSP 1001000005011 TIME 18FEB14 14 23 Debit PUR 0 0 00 TIP 0 0 00 CASH 0 0 00 REF 0 0 00 TOT 0 0 00 Visa PUR 0 0 00 TIP 0 0 00 CASH 0 0 00 REF 0 0 00 TOT 0 0 00 MasterCard PUR 0 0 00 TIP...

Page 27: ... Terminal Display Action 1 1 Stationery Order 2 Utility 3 Setup 4 Functions On the main menu select the Setup option on the touch screen or enter the number of the menu item using the keypad 2 1 Merch Password Setup Select the Merchant Password option on the touch screen or enter the number of the menu item using the keypad Step Terminal Display Action 3 1 Change Password 2 Reset Password Merchant...

Page 28: ...nce the Password has been changed successfully PASSWORD CHANGED will be displayed 7 2 Reprint Receipt This function allows you reprint the receipt for the last transaction Step Terminal Display Action 1 1 Settlement 2 Reprint Receipt 3 Load Params On the main menu select Reprint Receipt on the touch screen or enter the number of the menu item using the keypad 2 Printing A copy of the last financia...

Page 29: ...n the terminal is in an idle state Step Terminal Display Action 4 Inactivity time New 60 If Inactive was selected enter the Inactivity time in seconds and press the touch screen or the key This is the time before the screen automatically dims in idle state 7 4 Surcharging You have the option of charging customers an additional fee for paying by credit cards Your terminal can automatically calculat...

Page 30: ...Address Subnet Mask Default Gateway Primary DNS Secondary DNS Step Terminal Display Action 1 1 Reset Terminal 2 Delete S F 3 Network 4 Bluetooth Config Utility On the main menu navigate to and select the Utility option on the touch screen or enter the number of the menu item using the keypad In the Utility menu select the Network option on the touch screen or enter the number of the menu item usin...

Page 31: ...g the keypad 2 1 WIFI 2 GPRS 3 Ethernet Network Select Type Select Ethernet as the communication method 3 1 Edit 2 Disable Ethernet Enabled Select Edit to setup edit the settings for the Ethernet network Step Terminal Display Action 4 1 DHCP 2 Fixed Select IP Address Setup Select the IP Address type Go to step 10 if selecting DHCP Go to step 5 if selecting Fixed 5 Enter Terminal IP Address 0 0 0 0...

Page 32: ... attempt to connect Once successful the terminal will then revert back to the idle screen The Ethernet signal icon will now display on the idle screen 8 1 3 Disable Ethernet Function Step Terminal Display Action 1 1 Reset Terminal 2 Delete S F 3 Network 4 Bluetooth Config Utility On the main menu select the Utility option on the touch screen or enter the number of the menu item using the keypad In...

Page 33: ...rocess transactions over the Internet via a WiFi connection If you wish to use a WiFi connection for transaction processing follow the steps below Step Terminal Display Action 1 1 Reset Terminal 2 Delete S F 3 Network 4 Bluetooth Config Utility On the main menu navigate to and select the Utility option on the touch screen or enter the number of the menu item using the keypad In the Utility menu se...

Page 34: ...n the touch screen or enter the number of the menu item using the keypad In the Utility menu select the Network option on the touch screen or enter the number of the menu item using the keypad 2 1 WIFI 2 GPRS 3 Ethernet Network Select Type Select the WIFI option on the touch screen or enter the number of the menu item using the keypad 3 1 Scan New 2 Add WiFi 3 Disable WiFi Enabled Select the Scan ...

Page 35: ...roll through the list Select the correct WiFi hotspot using the touch screen 6 Enter WIFI Password Alpha Enter the WiFi password then press on screen or the key Step Terminal Display Action 7 Connecting Wi Fi Please wait The terminal will now attempt to connect to the selected WiFi hotspot 8 Menu Tuesday24 June 2014 Upon successful connection the terminal will show the WiFi network details and the...

Page 36: ...Scan New 2 WiFi 1 3 Disable WiFi Enabled Select the WiFi 1 option on the touch screen or enter the number of the menu item using the keypad Note WiFi Network menu will now show WIFI 1 instead of Add WIFI as this is the WiFi connection remembered by the terminal Step Terminal Display Action 4 1 Edit 2 Forget WiFi WIFI 1 Select the Edit to edit details for WIFI 1 option on the touch screen or enter ...

Page 37: ...nter the Subnet IP Address then press on screen or the key 9 Enter Primary DNS 0 0 0 0 Alpha Enter the Primary DNS then press on screen or the key Step Terminal Display Action 10 Enter Secondary DNS 0 0 0 0 Alpha Enter the Secondary DNS then press on screen or the key 11 WIFI Enter SSID Alpha Enter the WIFI SSID then press on screen or the key 12 WIFI Enter Channel 0 Enter the Channel then press o...

Page 38: ... press on screen or the key 15 1 TKIP 2 AES Please Select SEC Mode Select the SEC Security Mode Step Terminal Display Action 16 Connecting Wi Fi Please wait Terminal will now attempt to connect to the selected WiFi 17 Menu Tuesday24 June 2014 Upon successful connection the terminal will show the WiFi network details and then return to the idle screen The WiFi signal icon will now display on the id...

Page 39: ... Select Type Select WIFI as the Network Type 3 1 Scan New 2 WiFi 1 3 Disable WiFi Enabled Select Disable to disable WiFi function Step Terminal Display Action 4 Yes No WIFI Disable The terminal will prompt to re confirm disabling WiFi Select Yes to continue on the touch screen or press the key or to cancel press No or the key Once confirmed the terminal will return to the idle screen 5 Menu Tuesda...

Page 40: ...ansactions TRAN Transaction Reference Number The transaction reference number is an invoice number found on your terminal receipt 10 Troubleshooting 10 1 Response Codes See below for response codes that will appear on your terminal receipts and an explanation of the response codes Status Terminal Display Explanation Action To Be Taken 000 TRANSACTION APPROVED The transaction has been approved and ...

Page 41: ...ansaction has been approved offline and finalised No action required Status Terminal Display Explanation Action To Be Taken Z1 CHIP DECLINED The transaction has been declined offline by the card Retry the transaction If transaction still declines offline check connectivity icon status on terminal Seek another form of tender Z3 CHIP DECLINED The transaction has been declined offline as the terminal...

Page 42: ...f the problem persists Terminal prompt Merchant not configured Ensure the terminal has connectivity Initiate a Load Params from the terminal If the above step was unsuccessful power off the terminal for 10 seconds Power on the terminal Re initiate a Load Params from the terminal Call Merchant Helpdesk if the problem persists Parameter Download Failed xx Ensure the terminal has connectivity Initiat...

Page 43: ... 2014 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 EFT001 02 15 428702 ...