BWA Merchant Services V X670 EFTPOS, User Manual

Page 1: ...User Guide BWA Merchant Services VX 670 EFTPOS Terminal April 2012...

Page 2: ...k 14 Purchase Transactions 16 Debit Card Transaction 16 Credit Card Transaction 19 Cash Out Transactions 22 Refund Transaction 25 Reprint Receipt 28 Cancel Transaction 29 Administration Functions 30 S...

Page 3: ...ssing 63 Card Rules 63 Electronic Fallback 63 Multi Merchant Capability 64 Hot Keys 64 Hot Key assignment options 65 Assigning Hot Keys 66 User Management 68 Add new user 68 Delete User 71 Shift Chang...

Page 4: ...e customer to ensure their PIN entry cannot be observed by employees or other customers The EFTPOS PIN pad has an adequate length of terminal connection cord and is positioned to allow customers to en...

Page 5: ...01 and 18 00 local time To set up an auto settlement time please contact BWA Merchant Services on 1800 243 444 If you do not complete settlement via one of these methods your EFTPOS terminal will pro...

Page 6: ...he connector as shown below Insert the AC power cord into the power pack Plug the AC power cord into a wall outlet or powered surge protector WARNING Do not plug the power pack into an outdoor outlet...

Page 7: ...he bottom of the terminal to unlock the paper roll cover Loading Printer Paper Your mobile terminal uses a roll of single ply thermal sensitive paper 57 millimetres wide and 38 millimetres in diameter...

Page 8: ...oll of paper in the printer tray by lifting it up 4 Loosen the glued leading edge of the paper or remove the protective strip from the new roll of paper Unwind the paper roll past any glue residue 5 H...

Page 9: ...amaging the print roller always gently press down on the paper roll cover to close it 9 Tear the paper off against the serrated plastic strip in the printer IMPORTANT Always store thermal paper for yo...

Page 10: ...inal displays the start up screen After this your terminal will log onto the BWA Merchant Services network which will take approximately 90 seconds Shutdown Hold the red key down for about 5 seconds u...

Page 11: ...Smart Card Reader Do not attempt to clean the smart card reader Doing so may result in damage to the terminal CAUTION Never use thinner trichloroethylene or ketone based solvents they may cause deter...

Page 12: ...five vertical lines where 0 means no reception and 5 means full strength It may take a long time to process a transaction or a transaction may fail to process if the signal strength is too low Termina...

Page 13: ...a user i e initiating a transaction or entering the main menu Battery Critical Level Screen Display Battery is low Please recharge Battery immediately Shutdown in 10 sec BACK PUR REFUND CASH The abov...

Page 14: ...ode Means that the terminal is connected by external power supply The status indicator LED is orange and blinks at when the terminal is docked charging and it is in full operational mode i e Active mo...

Page 15: ...terminal All chip cards must be inserted into the chip card reader as shown below Insert the credit card into the card reader with the gold contact facing upward as shown below Leave the chip card in...

Page 16: ...fallback You may receive credit card errors if The chip on credit card is damaged You have swiped a chip enabled credit card instead of inserting in the card reader You remove the chip card before th...

Page 17: ...ce and prompt you to insert the card instead Card error please swipe card If the terminal fails to read the chip card successfully on the second attempt it will prompt you to swipe the card instead Te...

Page 18: ...sert Swipe card Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Select purchase TRANSACTION ENTRY Please select operation BACK PUR REFUND CASH Key in purchase amount and press ENTER PURCHASE ENTRY Plea...

Page 19: ...d ENTER BACK The terminal is attempting to process the transaction EFTPOS REQUEST In progress please wait PROCESSING The transaction has been approved EFTPOS REQUEST APPROVED If the customer requires...

Page 20: ...jected the terminal will display an error message giving the reason Tell the customer the reason advise the customer to contact their Bank if required and seek an alternative form of payment Example T...

Page 21: ...e amount and press ENTER PURCHASE ENTRY Please enter purchase amount 0 00 BACK Key in TIP amount if required and press ENTER TRANSACTION ENTRY PURCHASE 100 00 Enter TIP amount 0 00 Select CR for credi...

Page 22: ...o process the transaction EFTPOS REQUEST In progress please wait PROCESSING The transaction has been approved Ask the customer to sign the receipt and check to see the signature on the card matches th...

Page 23: ...NO 000012 STAN 000034 ACCOUNT TYPE CRE DIT VISA 4221 s 10 12 PURCHA SE 55 00 TIP TOTAL x SIGNATURE RRN 1234560 00034 APPROV ED 00 ACCO UNT TYPE SAVINGS 50488 7 221 s 10 12 BWA Merchant Services XXXX...

Page 24: ...se To process a Cash Out Transaction when the customer is also making a purchase simply follow the steps outlined on page 12 of this guide under the heading Debit Card Transaction Cash Out Transaction...

Page 25: ...ransaction was declined Select CHQ for cheque account or SAV for savings account XXXX MERCHANT Cash 20 00 Please select account CHQ SAV Ask the customer to key in their PIN and press ENTER TRANSACTION...

Page 26: ...Example Transaction Record MERCHANT ID 4229851 2345678 TERMINAL ID 12345678 INV NO 000012 STAN 000034 ACCOUNT TYPE SAVINGS DEBIT 4221 s 10 12 CASH OUT 80 00 TOTAL AUD 80 00 AUT H ID 123456 APPROV ED...

Page 27: ...the full amount of the transaction is refunded before the purchase is re processed with the correct amount Action Screen Display Insert Swipe card Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Selec...

Page 28: ...SAV CR Ask the customer to press ENTER or key in their PIN and press ENTER TRANSACTION ENTRY Enter PIN and or ENTER BACK The terminal is attempting to process the transaction EFTPOS REQUEST In progre...

Page 29: ...Merchant 123 Sydney Street North Sydney NSW 2060 Merchant Copy 01 AUG 2007 16 00 22 MERCHANT ID 4229851 2345678 TERM INAL ID 12345678 INV NO 000012 STAN 000034 ACCOUNT TYPE SAVINGS DEBIT 4221 s 10 12...

Page 30: ...SWIPE CARD Press 1 for Reprint Receipt FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Press ENTER to reprint the last receipt or press VIEW to view...

Page 31: ...d ENTER the transaction has been completed and you will need to perform a refund or void transaction Example Transaction Record BWA Merchant Services XXXX Merchant 123 Sydney Street North Sydney NSW 2...

Page 32: ...ons taken as at the current settlement date The net total amount on the receipt is the amount which will be credited to the nominated bank account you have provided to BWA Merchant Services IMPORTANT...

Page 33: ...ress 3 for Settlement FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Key in your user ID number and press ENTER USER ID Enter user ID 1 BACK Key in y...

Page 34: ...32 ADJUS TS 12 15 70 BWA Merchant Services XXXX Merchant 123 Sydney Street North Sydney NSW 2060 BWA Merchant Services SETTLEMENT 01 AUG 2007 0 6 00 00 TO 01 AUG 2007 1 7 30 22 MERCHANT XXXX Merchant...

Page 35: ...6 MOTO BACK Key in your user ID number and press ENTER FUNCTION MENU 2 4 1 ECI 2 VOID 3 TIP Addition 4 Payment 5 Reports 6 Terminal Settings BACK Tipping Your BWA Merchant Services terminal allows yo...

Page 36: ...ress ENTER PASSWORD CHECK Enter password 1 BACK Press NEXT to view next transaction or SELECT to add TIP to current transaction SELECT TRANSACTION 1 Auth ID 413415 2 INV 159357 3 Card 4221 s 4 Amt 36...

Page 37: ...0 00 Total 146 00 Is this correct BACK YES NO The terminal is attempting to process the transaction EFTPOS REQUEST In progress please wait PROCESSING The transaction has been approved EFTPOS REQUEST A...

Page 38: ...xample Transaction Record BWA Merchant Services XXXX Merchant 123 Sydne y Street North Syd ney NSW 2060 Merchan t Copy 01 AUG 200 7 16 00 22 MERCHANT ID 4229851 2345678 TERM INAL ID 12345678 INV NO 00...

Page 39: ...will issue a 6 digit authorisation number IMPORTANT It is at the discretion of the card issuer how long the pre auth value is held against the cardholders account for typically 3 5 days After this th...

Page 40: ...4 for Pre Auth FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Insert Swipe the card PRE AUTHORISATION Insert Swipe Card BACK Key in the pre authoris...

Page 41: ...or ENTER BACK The transaction has been approved EFTPOS REQUEST APPROVED Press YES to print a copy of the receipt for your customer RECEIPT PRINTING Print customer receipt YES NO If the transaction wa...

Page 42: ...ion Record BWA Merchant Services XXXX Merchant 123 Sydney Street North Syd ney NSW 2060 Merchan t Copy 01 AUG 200 7 16 00 22 MERCHANT ID 4229851 2345678 TERMINAL ID 1234 5678 USER NEIL 02 INV NO 00005...

Page 43: ...ift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Insert Swipe the card CHECKOUT Insert Swipe credit card OR Enter to retrieve Pre auth transaction BACK Key in the Auth ID from the pre authori...

Page 44: ...00 Enter TIP amount 0 00 Select YES to confirm amount NO to cancel completion or BACK to edit amount XXXX MERCHANT Checkout 400 00 Is this correct BACK YES NO This transaction has been approved EFTPOS...

Page 45: ...ney Street North Syd ney NSW 2060 Merchan t Copy 01 AUG 200 7 16 00 22 MERCHANT ID 4229851 2345678 TERMINAL ID 1234 5678 USER NEIL 02 INV NO 000055 STAN 000034 ACCOUNT TYPE CRE DIT VISA 4221 s 10 12 P...

Page 46: ...process is similar to a normal purchase or refund with manual entry of card details however since the physical card and cardholder are not present at the point of sale you should ensure you gather an...

Page 47: ...select operation BACK PUR REFUND Key in purchase amount and press ENTER PURCHASE ENTRY Please enter Purchase amount 0 00 BACK PUR REFUND CASH Press YES to confirm amount NO to cancel and BACK to edit...

Page 48: ...ansaction Record BWA Merchant Services XXXX Merchant 123 Sydney Street North Syd ney NSW 2060 Merchan t Copy 01 AUG 2007 16 00 22 MERCHANT ID 4229851 2345678 TERM INAL ID 12345678 INV NO 000 012 STAN...

Page 49: ...d with manual entry of card details however since the physical card and cardholder are not present at the point of sale you should ensure you gather and record as much information as possible from the...

Page 50: ...date MMYY BACK Key in the CCV number on the back of the card and or press ENTER TRANSACTION ENTRY Please enter CCV and or press OK BACK Select Purchase TRANSACTION ENTRY Please select operation BACK P...

Page 51: ...ocess the transaction EFTPOS REQUEST In progress please wait PROCESSING The transaction has been approved EFTPOS REQUEST APPROVED Press YES to print a copy of the receipt for your customer RECEIPT PRI...

Page 52: ...WA Merchant Services XXXX Merchant 123 Sydney Street North Sydney NSW 2060 Merchan t Copy 01 AUG 2007 16 00 22 MERCHANT ID 4229851 2345678 TERM INAL ID 12345678 INV NO 000 012 STAN 000034 ACCOUNT TYPE...

Page 53: ...the mistake is rectified IMPORTANT You can only void a transaction prior to performing a settlement on your terminal this includes forced settlement There will be no record of the transaction and its...

Page 54: ...01 08 16 00 PLEASE INSERT SWIPE CARD Press F4 for function menu 2 FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Key in your user ID and press ENTER...

Page 55: ...ANSACTION 1 Auth ID 413415 2 INV 159357 3 Card 4221 s 4 Amt 36 00 5 Date 28 08 07 BACK NEXT SELECT Select YES to confirm void back to select another transaction or NO to cancel VOID TRANSACTION 1 Auth...

Page 56: ...Merchan t Copy 01 AUG 200 7 16 00 22 MERCHANT ID 4229851 2345678 TERM INAL ID 12345678 INV NO 000 012 STAN 000034 ACCOUNT TYPE CREDIT VISA 4221 s 10 12 VOID PURCHASE 55 00 TIP 10 00 TOTAL AUD 65 00 A...

Page 57: ...ts to multiple merchants the report will include all merchants in the same printout Only the first merchant will include the report header Settlement Report The Settlement Report Subtotal report will...

Page 58: ...s TIPs cash outs and refunds with the number of occurrences and the sub total amounts for each transaction type Pre authorisation summary is shown next for all card types Transaction Report The Transa...

Page 59: ...D Press F4 for function menu 2 FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Press 5 for Reports FUNCTION MENU 2 4 1 ECI 2 VOID 3 TIP Addition 4 Pay...

Page 60: ...inal User Guide April 2012 58 Reports Key in your password and press ENTER PASSWORD CHECK Enter password 1 BACK Key in your user ID and press ENTER REPORTS 1 Shift Report 2 Settlement Reports 3 Daily...

Page 61: ...and begin the countdown again When the timer has counted down to zero the terminal will exit the Training mode and will automatically return to normal processing mode This is a security feature to en...

Page 62: ...ality Activating Training Mode Press 6 for Terminal Settings FUNCTION MENU 2 4 1 ECI 2 VOID 3 TIP Addition 4 Payment 5 Reports 6 Terminal Settings BACK Select 2 to turn on training mode TERM SETTINGS...

Page 63: ...all debit cards to be charged a set amount per transaction e g 1 00 surcharge and all credit cards could incur a 2 surcharge As shown below the surcharge amount is always shown on the customer and me...

Page 64: ...below Marketing messages can be up to 124 characters long Please contact BWA Merchant Services on 1800 243 444 to add a marketing message to your customer receipts MERCHANT ID 4229851 2345678 TERM IN...

Page 65: ...ectronic fallback mode The VX 570 will enter electronic fallback mode if there is a problem with getting the transaction to the card issuer This could be due to a communications error or due to the is...

Page 66: ...nabled on the terminal Different configuration for each merchant account on the terminal for settings such as security reporting and screen layout Multi merchant capability is not a standard feature e...

Page 67: ...O Starts a Checkout transaction Equivalent to selecting Checkout from the Function menu MOTO Starts a MOTO transaction Equivalent to selecting MOTO from the Function menu ECI Starts an ECI transaction...

Page 68: ...tion Screen Display Press F2 Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Press F4 for function menu 2 FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BA...

Page 69: ...F 3 Profile Maintenance 4 1st Hot Key AUTH 5 2nd Hot Key C O 6 3rd Hot Key TIP BACK Select the desired function to be assigned to hot key by pressing the corresponding number press F4 for more functio...

Page 70: ...level so that only those users with that privilege level or above can execute the transaction or function User Management Add New User Action Screen Display Press F2 Date Time 01 08 16 00 PLEASE INSER...

Page 71: ...end Message 5 Send Stored Trans 6 Force Logon BACK Key in your user ID and press ENTER USER ID Enter user ID 1 BACK Key in your password and press ENTER PASSWORD CHECK Enter password 1 BACK Select 2 t...

Page 72: ...ame TEST 2 Level Supervisor 3 Reset Password 4 User Refund Limit 5 Merchant List BACK ADD DEL New user has been added Select 1 to 5 to edit corresponding value eg select 1 to change the name USER ID 2...

Page 73: ...LEASE INSERT SWIPE CARD Press F4 for function menu 2 FUNCTION MENU 1 4 1 Reprint Receipt 2 Shift Change 3 Settlement 4 Pre Auth 5 Checkout 6 MOTO BACK Press 4 for function menu 3 FUNCTION MENU 2 4 1 E...

Page 74: ...Stored Trans 6 Force Logon BACK Key in your user ID and press ENTER TRANSACTION ENTRY Please enter CCV and or press OK BACK Key in your password and press ENTER PASSWORD CHECK Enter password 1 BACK Se...

Page 75: ...nsactions or operations which do not require user authentication before proceeding Action Screen Display Press F2 Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Press 2 for Shift Change FUNCTION MENU...

Page 76: ...April 2012 74 User Management Key in your password and press ENTER PASSWORD CHECK Enter password 1 BACK Select YES SHIFT CHANGE Do you want to start a new shift YES NO Select 1 to print shift totals...

Page 77: ...5 801 71 PRE AUTHORIS ATION AUD 01 05 5AUTH ID 562 36 AUD TIP 01 057 631 71 TOTALS RESET BWA Merchant Services XXXX Merchant 123 Sydney Street North Sydney NSW 2060 SHIFT SUB TOTAL REPORT BY CARD 01 A...

Page 78: ...voids and pre authorisations The following steps show how to set user security restrictions User Management Action Screen Display Press F2 Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Press F4 for...

Page 79: ...ord 1 BACK Select 1 to edit security restrictions for functions USER MENU 1 User Security 2 Edit Users BACK Press the numeric key for the selected function to toggle available security settings for ea...

Page 80: ...current password Follow the steps below to change passwords Action Screen Display Press F2 Date Time 01 08 16 00 PLEASE INSERT SWIPE CARD Press F4 for function menu 2 FUNCTION MENU 1 4 1 Reprint Recei...

Page 81: ...Trans 6 Force Logon BACK Key in your user ID and press ENTER USER ID Enter user ID 1 BACK Key in your password and press ENTER PASSWORD CHECK Enter password 1 BACK Key in your new password and press...

Page 82: ...V670 EFTPOS Terminal User Guide July 2010 80 Vx 670 EFTPOS Terminal User Guide April 2012 80 Notes...

Page 83: ...Important Information Your Merchant Number Transaction Queries 1800 243 444 Hardware Faults 1300 364 164 Stationery Orders 1300 664 660...

Page 84: ...BWA Merchant Services The ampersand flourish logo is a registered trade mark of Bankwest a division of Commonwealth Bank of Australia ABN 48 123 123 124 used under licence by BWA Merchant Services Pt...