WAY Systems way5000, User Manual

Page 1: ...way5000 User Manual V1 00 4 3 2009 i Way5000 User Manual WAY Systems 200 Unicorn Park Drive Woburn MA 01801 www waysystems com This document is copyright 2008 WAY Systems Inc All Rights Reserved...

Page 2: ...Y Systems Inc Trademarks WAY and the WAY Systems Inc logo are trademarks of WAY Systems Inc in the United States and other countries Other products mentioned herein are either trademarks or registered...

Page 3: ...ding Paper 8 Printing Receipts or Reports 9 Feed Button 9 Testing the Printer 9 Recharging printer battery 9 V PRINTED RECEIPTS 10 Receipt Information 10 VI WAY5000 MENU STRUCTURE 12 TOP LEVEL MENU ON...

Page 4: ...n Code 60 Reset Admin Password 62 Application Configuration 64 Application Settings 64 Merchant Information 68 Reset Configuration 70 User Preferences 72 Backlight Time 72 Printer Test 74 About Way500...

Page 5: ...der Zip Code Cardholders billing address Invoice Job Convenience Fee Toll Amount Tip Amount II Introduction The way5000 POS Terminal WAY Systems Inc s mobile point of service terminal the way5000 is a...

Page 6: ...rge Port or connect to a PC USB port cable not included A wall charger is provided as a standard accessory with the way5000 A car charger is also available at www waysystems com Screen Addressable Sof...

Page 7: ...Cancel key To return to the previous screen select the Back function F1 or press the yellow Clear Backspace key Entering Alpha and Numeric Values Some fields allow numeric entry only In fields that al...

Page 8: ...t detect the paper end correctly The correct paper size is 2 by 50 feet long To install a new paper roll follow these steps 1 Make sure that the printer is not receiving data 2 Open the paper roll cov...

Page 9: ...to exit the printing prompt there is no automatic time out for this function Feed Button Press the Feed button once to advance the paper one line above the cutter Press and hold the Feed button to ad...

Page 10: ...ble Sale Receipt Merchant Inc 157 Main St Suite 222 Anytown MA 11111 www website com 1 222 333 4444 04 02 2008 11 10 27 Merchant ID 1234567 Terminal ID 2133 Trans Type Credit Sale Batch 12 Seq 8 Card...

Page 11: ...transactions The Ref corresponds to a specific transaction on the payment processor s system Auth The code that the payment processor returns to the way5000 approving an amount Invoice Job If Invoice...

Page 12: ...Cash 5 Reconcile 4 Force 3 Void 2 Return 1 Authorize Only 6 Upload 1 Sale 2 Other Transactions 5 Offline Mode 3 Inquiry 4 Setup 1 Admin Setup 2 App Config1 3 User Prefs 5 About Way5000 4 Printer Test...

Page 13: ...us Setup Menus App Config 2 Cash Receipt 1 App Settings 1 Invoice Job 2 Merchant Info 1 URL 2 Footer 1 3 Footer 2 4 Footer 3 5 Footer 4 3 Reset Config 6 Phone Num 1 For WAY Helpdesk Use Only Check Upd...

Page 14: ...3 Inquiry 4 Setup 2 Other Transactions 1 Sale 2 Cash 1 Credit 1 Trans List 2 Last Trans 3 Re Print Trans 4 Total Info 5 Clear Trans 6 Reports 1 Details Report 2 Totals Report 1 Admin Setup 2 App Conf...

Page 15: ...tions In general a Void must be entered the same day as the transaction being voided Force Credit Debit This transaction enters a transaction that was previously authorized with a voice authorization...

Page 16: ...11 10 27 Merchant ID 0001234567 Terminal ID 0001234562 Batch 11 Transaction List Seq Card Type Trans Type Trans Amount USD Auth 001 VI Sl 80 00 123456 002 MC Sl 125 00 133444 003 DB Sl 60 00 55444 00...

Page 17: ...nt of American Express cards VISA CVV2 This is the 3 digit security code that is located on the back of Visa cards in the signature panel Master Card CVC This is the 3 digit security code that is loca...

Page 18: ...tep 2 To choose Sale press the 1 key or press F2 to continue Sale 1 Credit 2 Debit 3 Cash Back OK Step 3 To Choose Credit press the 1 key or press F2 to continue Debit and Cash Sale may or may or may...

Page 19: ...d is a Visa MC or Discover card the way5000 may prompt for the Security Code which is a 3 digit number located on the back of the card in the signature panel Enter the code and press F2 OK to continue...

Page 20: ...nue Sale Credit Enter Invoice Job or Press OK to Continue 123456 Back OK Step 10 Optional Screen INVOICE JOB Number If this field is enabled in the terminal configuration the way5000 will prompt for a...

Page 21: ...nt Press F2 OK to continue Sale Credit Enter Tip Amount 1 00 Back OK Step 15 Optional Screen Tip Amount If this field is enabled in the terminal configuration the way5000 will prompt for the tip amoun...

Page 22: ...e with the next step Press 2 to print the customer copy of the receipt Press F1 Done to finish the transaction and go to the Transactions Menu of the Payment Application Sale Credit Declined OK Step 1...

Page 23: ...3 To Choose Debit press the 2 key Cash Sale may or may or may not appear based on your setup Sale Debit Swipe Card Back OK Step 4 Swipe the Credit Card through the reader Manual Entry of Card Data is...

Page 24: ...f this field is enabled in the terminal configuration the way5000 will prompt for the toll amount Enter the toll amount and press F2 OK to continue To skip this entry press F2 OK to continue Sale Debi...

Page 25: ...ress F2 OK to continue with the next step Sale Debit Total USD3 00 Enter PIN Back OK Step 13 Hand the way5000 to the customer Have them enter their Personal Identification Number PIN and press F2 OK t...

Page 26: ...lined OK Step 15 2 Optional Screen Declined Transaction If the transaction is declined the terminal will only show the transaction status on the screen Press F2 OK to finish the transaction and return...

Page 27: ...3 Cash Back OK Step 3 To Choose Cash press the 3 key Credit and Debit Sale may or may or may not appear based on your setup Sale Cash Enter Invoice Job or Press OK to Continue 123456 Back OK Step 4 Op...

Page 28: ...8 Optional Screen Tip Amount If this field is enabled in the terminal configuration the way5000 will prompt for the tip amount To skip this entry press F2 OK to continue Sale Cash Confirm Details Amo...

Page 29: ...le 6 Upload Back OK Step 3 Press the 1 key to select Authorize Only Auth Only Enter Authorize Password Back OK Step 4 Optional Screen Authorize Only Password If the authorize password prompt is enable...

Page 30: ...is a Visa MC or Discover card the way5000 may prompt for the Security Code which is a 3 digit number located on the back of the card in the signature panel Enter the code and press F2 OK to continue...

Page 31: ...ntinue Auth Only Enter Invoice Job or Press OK to Continue 123456 Back OK Step 11 Optional Screen INVOICE JOB Number If this field is enabled in the terminal configuration the way5000 will prompt for...

Page 32: ...e with the next step Press 2 to print the customer copy of the receipt Press F1 Done to finish the transaction and go to the Transactions Menu of the Payment Application Auth Only Declined OK Step 15...

Page 33: ...Void 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 2 key to select Return Return Enter Return Password Back OK Step 4 Optional Screen Return Password If the authorize password prompt is enabl...

Page 34: ...ter Amount 1 00 Back OK Step 8 Enter the transaction amount and press F2 OK to continue Return Credit Confirm Details Amount 1 00 Total 1 00 Back OK Step 9 Once all the amounts are entered the termina...

Page 35: ...clined OK Step 10 2 Optional Screen Declined Transaction If the transaction is declined the terminal will only show the transaction status on the screen Press F2 OK to finish the transaction and retur...

Page 36: ...id 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 2 key to select Return Return Enter Return Password Back OK Step 4 Optional Screen Return Password If the authorize password prompt is enabled...

Page 37: ...e transaction Press F1 Back to go back and fix any amount or press F2 OK to continue with the next step Sale Debit Total USD3 00 Enter PIN Back OK Step 9 Hand the way5000 to the customer Have them ent...

Page 38: ...clined OK Step 10 2 Optional Screen Declined Transaction If the transaction is declined the terminal will only show the transaction status on the screen Press F2 OK to finish the transaction and retur...

Page 39: ...oid 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 3 key to select Void Void Enter Void Password Back OK Step 4 Optional Screen Void Password If the authorize password prompt is enabled in the...

Page 40: ...1 Optional Screen Approved Transaction 1 Press F2 OK or 1 to print the merchant receipt and continue with the next step Press 2 to print the customer copy of the receipt Press F1 Done to finish the tr...

Page 41: ...Back OK Step 3 Press the 4 key to select Force Force Enter Force Password Back OK Step 4 Optional Screen Force Password If the authorize password prompt is enabled in the terminal configuration the Te...

Page 42: ...0 will prompt for and Invoice or Job Number Enter the digits and press F2 OK to continue To skip this entry press F2 OK to continue Force Enter Amount 1 00 Back OK Step 8 Enter the transaction amount...

Page 43: ...e with the next step Press 2 to print the customer copy of the receipt Press F1 Done to finish the transaction and go to the Transactions Menu of the Payment Application Force Declined OK Step 11 2 Op...

Page 44: ...ry 4 Setup 5 Offline Mode Back OK Step 2 To choose Other Transactions press the 2 key Other Trans 1 Authorize Only 2 Return 3 Void 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 5 key to select...

Page 45: ...actions Please Wait Step 7 Printing Offline Receipts This message displays while uploaded transactions are printing Reconcile Printing Uploaded Transactions Continue No Yes Step 8 Continue Printing Of...

Page 46: ...ciliation process Reconcile Reconciliation Complete Print Reconciliation Report Done Yes Step 11 Once the reconciliation is complete the terminal will prompt for printing Press F1 Yes to print the rec...

Page 47: ...actions press the 2 key Other Trans 1 Authorize Only 2 Return 3 Void 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 6 key to select Upload Upload 007 Offline Trans to Upload Select Upload To Co...

Page 48: ...pload Printing 002 of 007 transactions Please Wait Step 7 Please wait while the transactions are uploaded Upload Printing Uploaded Transactions Continue No Yes Step 8 Continue Printing Offline Receipt...

Page 49: ...01 13 45 31 2 012 01 14 00 31 3 013 01 14 15 31 4 014 01 14 35 31 5 015 01 15 18 31 6 016 02 07 10 31 7 Next Back OK Step 4 A list of transactions will be displayed by Sequence Number 3 digits the da...

Page 50: ...Print Approved Auth Code 123456 Print Receipt 1 Merchant Copy 2 Customer Copy Done OK Step 6 Optional Screen Re Print If desired press 1 or 2 to re print the merchant copy or the customer copy of the...

Page 51: ...797 Total 11 00 Status Offline Re Print Receipt Done Yes Step 4 The terminal will display the information related to the transaction like Transaction Type Date Time Sequence Number Card Number Only th...

Page 52: ...eports Back OK Step 3 Inquiry Menu Press 3 to re print the last transaction Re Print Enter Transaction Seq 001 Back OK Step 4 Enter the sequence number of the transaction to reprint and press F2 OK to...

Page 53: ...ed Auth Code 123456 Print Receipt 1 Merchant Copy 2 Customer Copy Done OK Step 6 Optional Screen Re Print If desired press 1 or 2 to re print the merchant copy or the customer copy of the receipt Pres...

Page 54: ...Inquiry Menu 1 Trans List 2 Last Trans 3 Re Print Trans 4 Total Info 5 Clear Trans 6 Reports Back OK Step 3 Press 4 to display totals information Total Info Total 12 Complete 5 Rejected 1 Offline 3 Ca...

Page 55: ...ay 2 Check Updates Please swipe Your card W2P OK Step 1 To start WAY2Pay press F2 Way2Pay or press 1 to continue Transactions 1 Sale 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press...

Page 56: ...tions Back OK Step 6 The terminal will confirm if the user really wants to clear the transactions from the batch Press F2 OK to continue and clear all the transactions or press F1 Back to return to th...

Page 57: ...4 Setup 5 Offline Mode Back OK Step 2 Press 3 to continue Inquiry Menu 1 Trans List 2 Last Trans 3 Re Print Trans 4 Total Info 5 Clear Trans 6 Reports Back OK Step 3 Press 6 to access the Reports menu...

Page 58: ...56 002 MC Rt xx xxx xx 123456 003 AX Vd xx xxx xx 123456 004 DS SL xx xxx xx 123456 005 VI Fr xx xxx xx 123456 006 CA Sl xx xxx xx 123456 007 VI Cn xx xxx xx Canceled 008 MC Dc xx xxx xx Declined Tota...

Page 59: ...Sl 009 xxx xxx xx 010 xxx xxx xx Fr 000 xxx xxx xx 000 xxx xxx xx Rt 002 xxx xxx xx 003 xxx xxx xx Vd 000 xxx xxx xx 000 xxx xxx xx Net xxx xxx xx xxx xxx xx DB OT Sl 023 xxx xxx xx 000 xxx xxx xx Fr...

Page 60: ...er Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 1 to access the Admin Set...

Page 61: ...p Menu Admin Code Enter a New 3 Digits Admin Code 123 Back OK Step 8 Enter the new 3 digits administrator code and press F2 OK to continue Admin Code Confirm the New 3 Digits Admin Code 123 Back OK St...

Page 62: ...3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 1 to access the Admin Setup Admin...

Page 63: ...p Menu Admin Password Enter a New 6 Digits Admin Password 123123 Back OK Step 8 Enter the new 3 digits administrator Password and press F2 OK to continue Admin Password Confirm the New 6 Digits Admin...

Page 64: ...1 Sale 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 2 t...

Page 65: ...oice Job Invoice Job Enable Invoice Prompt Back OK Step 8 1 If Invoice Job is currently not enabled press F2 OK to enable the prompt Invoice Job Disable Invoice Job Prompt Back OK Step 8 2 If Invoice...

Page 66: ...uiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 2 to select App Config Admin C...

Page 67: ...h Receipt Cash Receipt Enable Cash Receipt Prompts Yes No Step 8 1 If Cash Receipt is currently not enabled press F2 OK to enable the prompt Cash Receipt Disable Cash Receipt Prompts Yes No Step 8 2 I...

Page 68: ...actions 1 Sale 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Pr...

Page 69: ...nal will display the Merchant Information Menu press the number corresponding to the option that you want to change see example below Merchant Info Enter Merchant Footer 1 XXXFooter_InfoXX Back OK Ste...

Page 70: ...Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 2 to select App Config Adm...

Page 71: ...Reset all Local Config Continue Yes No Step 7 Press F1 Yes to reset all the App Settings and Merchant Information and synchronize the information with the server or press F2 No to return to the Applic...

Page 72: ...p 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup POS Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 3 to select User Prefs User Prefs 1 B...

Page 73: ...and will indicate the user that the changes on this item may affect the battery life Select F1 Yes to set the new value and continue or select F2 No to ignore the changes and return to the setup menu...

Page 74: ...Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup POS Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 4 to sele...

Page 75: ...le 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 4 to continue to Setup POS Setup 1 Admin Setup 2 App Config 3 User Prefs 4 Printer Test 5 About Way5000 Back OK Step 3 Press 5 to...

Page 76: ...Way2Pay or press 1 to continue Transactions 1 Sale 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 5 to continue to go to offline mode Transactions Switch to Offline Mode No Yes St...

Page 77: ...r approval Offline Mode can be used as a temporary solution for situations where adequate signal is not being received Transactions will be stored in the terminal until you Upload or Reconcile You sho...

Page 78: ...oose Credit press the 1 key Cash Sale may or may or may not appear based on your setup Sale Credit Swipe Card Or Enter Card Number Back OK Step 4 Swipe the Credit Card through the reader If this is su...

Page 79: ...t Select reason 1 Not Legible 2 Not Present 3 Skip Entry Back OK Step 7 1 Optional Screen for Visa MasterCard If the Security Code is not present or is not legible the way5000 will prompt for a reason...

Page 80: ...continue To skip this entry press F2 OK to continue Sale Credit Enter Amount 1 00 Back OK Step 11 Enter the transaction amount and press F2 OK to continue Sale Credit Please Confirm The Conv Fee Amou...

Page 81: ...C Fee 1 00 Tip 0 00 Tolls 0 00 Total 2 00 Back OK Step 16 Once all the amounts are entered the terminal will confirm the amounts and final total for the transaction Press F1 Back to go back and fix an...

Page 82: ...ress the 1 key Sale 1 Credit 2 Cash Back OK Step 3 To Choose Cash press the 2 key Sale Cash Enter Invoice Job or Press OK to Continue 123456 Back OK Step 4 Optional Screen INVOICE JOB Number If this f...

Page 83: ...8 Optional Screen Tip Amount If this field is enabled in the terminal configuration the way5000 will prompt for the tip amount To skip this entry press F2 OK to continue Sale Cash Confirm Details Amo...

Page 84: ...K Step 3 Press the 1 key to select Authorize Only Auth Only Enter Authorize Password Back OK Step 4 Optional Screen Authorize Only Password If the authorize password prompt is enabled in the terminal...

Page 85: ...the card is a Visa MC or Discover card the way5000 may prompt for the Security Code which is a 3 digit number located on the back of the card in the signature panel Enter the code and press F2 OK to c...

Page 86: ...ntinue Auth Only Enter Invoice Job or Press OK to Continue 123456 Back OK Step 11 Optional Screen INVOICE JOB Number If this field is enabled in the terminal configuration the way5000 will prompt for...

Page 87: ...ipt 1 Merchant Copy 2 Customer Copy Done OK Step 14 1 Press F2 OK or 1 to print the merchant receipt and continue with the next step Press 2 to print the customer copy of the receipt Press F1 Done to...

Page 88: ...e Only 2 Return 3 Void 4 Force 5 Reconcile 6 Upload Back OK Step 3 Press the 2 key to select Return Return Enter Return Password Back OK Step 4 Optional Screen Return Password If the authorize passwor...

Page 89: ...tinue Return Credit Enter Amount 1 00 Back OK Step 8 Enter the transaction amount and press F2 OK to continue Return Credit Confirm Details Amount 1 00 Total 1 00 Back OK Step 9 Once all the amounts a...

Page 90: ...Authorize Only 2 Return 3 Void 4 Force 5 Reconcile 6 Upload Back OK Step 3 Other Transactions Menu Press the 3 key to select Void Void Enter Void Password Back OK Step 4 Optional Screen Void Password...

Page 91: ...If this matches transaction details press F2 OK to continue Void Pending Stored Offline Print Receipt 1 Merchant Copy 2 Customer Copy Done OK Step 7 Press F2 OK or 1 to print the merchant receipt and...

Page 92: ...Step 3 Press the 4 key to select Force Force Enter Force Password Back OK Step 4 Optional Screen Force Password If the authorize password prompt is enabled in the terminal configuration the Terminal...

Page 93: ...0 will prompt for and Invoice or Job Number Enter the digits and press F2 OK to continue To skip this entry press F2 OK to continue Force Enter Amount 1 00 Back OK Step 8 Enter the transaction amount...

Page 94: ...pt 1 Merchant Copy 2 Customer Copy Done OK Step 11 Press F2 OK or 1 to print the merchant receipt and continue with the next step Press 2 to print the customer copy of the receipt Press F1 Done to fin...

Page 95: ...press F2 Way2Pay or press 1 to continue Transactions 1 Sale 2 Other Trans 3 Inquiry 4 Setup 5 Offline Mode Back OK Step 2 Press 5 to continue to go to online mode Transactions Switch to Online Mode No...

Page 96: ...ine 3 Cancel Back OK If the way5000 is unable to connect this screen will be displayed The Retry option will attempt to re send the transaction The Save as Offline option will create a new offline tra...

Page 97: ...e screen Error Invalid Sequence Number Please Try Again Sequence Number Input Error This screen will be displayed when an incorrect sequence number is entered in the terminal The terminal will return...

Page 98: ...al will display this warning after each transaction until a Reconcile is performed Error Incorrect Admin User Password Please Try Again Incorrect Administrator User Password This screen will be displa...

Page 99: ...ng Low Battery Unable to Continue Low Battery Warning This screen will be displayed when the battery level reaches 10 or less After this screen is displayed the terminal will abort the transaction and...

Page 100: ...t at 1 866 WAY MTT3 1 866 929 6883 WAY5000 No Service 1 Way2Pay 2 Check Updates Please swipe Your card W2P OK No GPRS Network Detected After some time if the terminal does not find an available cellul...

Page 101: ...atches E Transaction is ineligible for address verification Mastercard Y Exact all digits match five digit ZIP code A Address matches ZIP code does not S AVS not supported at this time Example Acquire...

Page 102: ...U S nor Canadian Z ZIP code only is correct American Express N Neither the ZIP code nor the address matches CVV2 CID Response Codes Response Code What It Means M Match N No match P Not processed Examp...