Equinox T4200 Series QUICK REFERENCE GUIDE

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Equinox T4200 Series QUICK REFERENCE GUIDE
QUICK REFERENCE GUIDE

Equinox T4200 Series

                        This Quick Reference Guide
                        will guide you through
                        understanding your
                        terminal’s functionality and
                        navigation, and will help
                        you with troubleshooting.
INDUSTRY
Retail and Restaurant
APPLICATION
Chase Paymentech’s PNS32
TERMINALS
Equinox T4220, T4210 and T4205
(formerly Hypercom Optimum)

              Contents
              GETTING STARTED

              Available Transaction Types  . . . . . . . . . . . . . . . . . . . . . 3

              Cashier and Server Setup . . . . . . . . . . . . . . . . . . . . . . . . 4

              Available Reports  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

              Gift Card TransactionTypes (Opt.) . . . . . . . . . . . . . . . . 6

              Navigating Your Terminal  . . . . . . . . . . . . . . . . . . . . . . . 7

              Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

              REFERENCE

              Prompt Q&A  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

              AVS Response Codes  . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

              Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Credit Transactions                               To initiate         Available
Credit Sale* A sale transaction using a credit    Swipe the card or   Transaction
card; the card may or may not be present.         select Sale.        Types
Phone/Mail Order* A credit sale transaction       Press               Your terminal
in which the card is not present.                 [FUNCTION],
                                                  [6], [5] and        supports various
                                                  [ENTER].            transaction types.

Auth Only* An authorization-only transaction      Press               Refer to this section for
provides an approval, but does not charge the     [FUNCTION],         information on what
consumer until the transaction has been added     [9] and [ENTER].    transactions are
to the batch by way of an offline transaction.
                                                                      available, when to use
Offline* Perform an offline sale when the       Select Offline.       them, and how to begin
terminal cannot reach the host (Chase                                 the transaction.
Paymentech) to authorize a transaction, or to
finalize an Auth Only transaction. Contact your
voice authorization center for an authorization
                                                                      *Purchase and Commercial
code, and then perform the transaction.
                                                                      cards are supported for this
Refund* Perform a refund to return money to       Select Refund.      transaction type.
a cardholder’s account from a credit sale
completed in a closed batch (i.e., previous
day). May also be used to adjust a previous
transaction.

Void* Perform a void to reverse a credit sale,    Select Void.
force, or refund transaction and prevent any
funds from transferring from the cardholder’s
account. Only available for transactions in the
current batch (i.e., same day).

Open/Close Tab (restaurant only) A pre-           Press
authorization transaction for a specific,         [FUNCTION],
predetermined dollar amount.                      [2], [0] and
                                                  [ENTER].

Debit Transactions                                To initiate
Debit Sale A sale transaction using a debit card Select Sale, then
and PIN; the card must be present.               Debit.

Debit Refund Perform a debit refund to return     Select Refund,
money to a cardholder’s account from              then Debit.
a debit sale completed in a previous batch; the
card must be present.
May not be available for all card issuers.

                                                                                            3
Available              EBT Transactions (Retail Only)                      To initiate
    Transaction              EBT Sale An Electronic Benefits Transfer (EBT)      Select Sale,
         Types               card is a government-issued card tied               then EBT.
                             to a specific government-assistance account.
               Continued     EBT transactions require PIN entry, as well as a
                             trace number and balance amount printed on
           Your terminal     receipts. An EBT sale transaction may be a food
         supports various    stamp sale, or a cash benefit sale. The card must
                             be present.
       transaction types.

Refer to this section for    EBT Offline A sale transaction performed when       Press
                             the terminal cannot reach the host to authorize     [FUNCTION],
  information on what        the transaction. Contact your voice authorization   [4], [3] and
        transactions are     center for an authorization code, then perform      [ENTER].
 available and when to       an offline transaction with the EBT card.
               use them.
                             EBT Refund Perform this refund specifically to      Select Refund,
                             return funds to an EBT food stamp or EBT cash       then EBT.
                             benefit card.

                             EBT Balance Inquiry Obtain a customer’s             Press
                             remaining EBT account balance. Available for        [FUNCTION],
                             both food stamp and cash benefit.                   [7], [5] and
                                                                                 [ENTER]. Select
                                                                                 EBT.

   Cashier and              ADD/REMOVE
                            Used to log on cashiers/servers as their shifts begin, and log them off
  Server Setup              at the end of their shift.

   Cashier/server setup     REPORT
                            Prints a report of cashiers/servers currently signed on.
  allows you to manage
                    IDs.    CLEAR
                            Clears the ID table of all signed-on cashiers/servers.
  Access the feature by
pressing [FUNCTION],
  [7], [8] and [ENTER].

   4
Reports: Main Menu                                                        Available
Audit Report Prints detail information for each transaction and a         Reports
totals summary for each card type and issuer.
                                                                          A report is like a
Summary Report Prints totals by card type and card issuer.                snapshot in time of
                                                                          business activities. Use
Cashier/Server Report Launches Cashier/Server Reports menu
options. (See Reports: Cashier/Server Reports Menu.)                      this data to help you
                                                                          make crucial business
Tips Report Prints tip totals by cashier/server, if enabled.              decisions.
Tip Discount Report Prints tip and tip discount totals by cashier/        Press the [REPORTS]
server, if enabled.
                                                                          hot key to launch the
Open Tabs Report Prints details of currently opened tabs, if enabled.     Reports menu.

Settlement Report Prints settlement status and transaction totals.

Reprint Prints the last receipt or receipt by invoice.

Performance Report Prints a summary of transaction counts and
communications statistics.

History Report Prints a summary of transaction totals from a set
number of days (5, 10, 15, 30).

HCS Batch Inquiry Report Prints the status of the current batch
as reported by the host (Chase Paymentech).

GC Cash Out Report Prints a list of cashed-out gift card
redemptions by cashier/server.

GC Detail Prints gift card transaction details by transaction type.

GC Summary Prints gift card transaction details by cashier/server.

Reports: Cashier/Server Reports Menu
Detail Report Prints detail information on all transactions
performed by all cashiers/servers, or a specific cashier/server.

Summary Report Prints totals by card type and issuer performed
by all cashiers/servers, or a specific cashier/server.

Unadjusted Report Prints detail information on all unadjusted
transactions performed by all cashiers/servers, or a specific cashiers/
server.

GC Cash Out Report Prints a list of cashed-out gift card
redemptions by cashier/server.

GC Detail Prints gift card transaction details by transaction type.

GC Summary Prints gift card transaction details by cashier/server.
                                                                                             5
Gift Card              Gift Card Transactions (Optional)                    To initiate
     Transaction              Issuance/Add Value Adds value to the gift            Select Gift Card,
    Types (Opt.)              card account. This transaction can be used to        then select
                              issue and activate a new card, or to reload an       Issue/Add
  If you are participating    active card with incremental value.                  Value.
  in Chase Paymentech’s       Activation Create a consumer’s gift card             Select Gift Card,
     proprietary Gift Card    account by assigning value to a card. One or         then select
 program, your terminal       more gift cards can be activated at one time.        Activation.
                              Activations can only be performed on cards that
 supports various stored      have not been previously activated.
   value card transaction
                    types.    Redemption Decreases the value stored on the Select Gift Card,
                              consumer’s gift card account. This transaction is then select
  Refer to this section for   performed when a consumer uses the card to        Redemption.
information on what gift      purchase goods or services.
    card transactions are     Balance Inquiry Print a receipt that displays        Select Gift Card,
   available and when to      the customer’s available stored value card           then scroll to and
                 use them.    balance (without changing it).                       select Balance
                                                                                   Inquiry.

                              Prior Perform a prior redemption, activation or      Select Gift Card,
                              issuance when the terminal cannot reach the          then scroll to and
                              stored value host with a valid approval code         select Prior
                              from the voice authorization center.                 Redemption,
                                                                                   Prior Issuance or
                                                                                   Prior Activation.

                              Add Tip A gift card redemption transaction for       Select Gift Card,
                              the amount of the tip, if tip processing is          then scroll to and
                              enabled.                                             select Add Tip.

                              Deactivate When enabled, change the status           Select Gift Card,
                              of a card from active to inactive. Inactive cards    then scroll to and
                              may not be used for redemptions.                     select
                                                                                   Deactivate.

                              Reactivate When enabled, this transaction            Select Gift Card,
                              allows the merchant to change the status of a        then scroll to and
                              card from inactive to active. This transaction can   select
                              only be used to activate “deactivated” cards.        Reactivate.

     6
HOT KEYS
The terminal has six hot keys to the left and right of the display;
                                                                          Navigating
these are used to scroll and make selections. The four hot keys below     Your
the display are :                                                         Terminal
[HOME] - Exits the PNS32 application and returns to the Terminal
Applications menu.                                                        Refer to this section to
[SETTLE] - Initiates a batch settlement.                                  find and begin the
                                                                          transaction or function
[REPORTS] - Opens the Reports menu.
                                                                          you wish to use.
[FUNCTION] - Initiate 1- or 2-digit numbered terminal functions.
BEGIN A SALE
Swipe the card, select Sale or manually enter the card number and
press [ENTER] to begin a sale transaction. Your terminal will guide you
through the process. (Note: Debit cards must be swiped.)
BEGIN OTHER TRANSACTIONS
Use the hot keys at the main menu to navigate to the transaction
type you wish to perform. If the desired transaction is not available
via the main menu, press [ENTER] and select Transaction.
CASHIER/SERVER MENU
Press [FUNCTION], [7], [8] and [ENTER] to access the Cashier/Server
menu.
BATCH REVIEW
Press [FUNCTION], [1] and [ENTER] to review the current batch.
TIP ADJUSTMENTS
Press [ENTER], select Batch, and then scroll to and select Adjust.

ABOUT SETTLEMENT
A Settlement operation is used to close the current batch and
                                                                          Settling
open a new batch for logging and accumulating transactions.               the Batch
Your Equinox terminal uses a Terminal Capture System (TCS),
                                                                          Your transactions must
meaning it stores transactions throughout the day and sends
batch totals of sales and refunds to the host (Chase                      be “settled” daily. Read
Paymentech) after the close of business.                                  this section to ensure
There are two settlement options:                                         the settlement process
                                                                          operates smoothly.
1 - MANUAL SETTLEMENT
If your terminal is set to manually settle, select Settle from the
main menu and follow the prompts displayed.

2 - AUTO SETTLEMENT
If your terminal is set to automatically settle, it will
automatically settle transactions in the current batch at a specific,
predetermined time, within a 24-hour period. When configured,
auto settlement begins any time after the set time occurs if
there are transactions in the batch.
For example, if auto settlement time is set to 22:30:00 (10:30 p.m.)
then auto settlement occurs any time after 22:30:00. If the
terminal is turned off before the set time, and turned on again
(usually the next morning), auto settlement occurs at that time.

                                                                                             7
Prompt           Prompt                     Description/Action
             Q&A                 Select Merchant       For multimerchant terminals, press
                                     Merch 1           the hot key to the left of the desired
        While navigating             Merch 2           merchant.
  through transactions,              Merch 3
   you’ll find that some
                            [CARDTYPE] [Transaction] Imprint the card using a manual
prompts aren’t as clear                              imprint machine and press [ENTER].
  as others. This section   Take Imprint of Card
clarifies those prompts.
                               VERIFICATION CODE       Press the hot key to the left of the
                                  Not Provided         appropriate option.
                                     Present
                                                       Press [ENTER] or scroll down to
                                     Illegible         select Not Present.
                                                       Press [CANCEL] to return to the
                                                       main menu.

                            [CARDTYPE] [Transaction] Key the Card Verification Code from
                            CXXX from Card           the card and press [ENTER].

                            [CARDTYPE] [Transaction] Press [ENTER] if the duplicate
                            Duplicate Trans          transaction should be processed.
                            Add?
                                                     Press [CLEAR] if the duplicate
                                                     transaction should be cancelled.

                            [CARDTYPE] [Transaction] Key in the approval code and press
                                                     [ENTER].
                            Enter Approval Code
                                                     Note: Terminal will only accept an
                                                     approval code of six characters.
                                                       Note: For alpha characters, use the
                                                       [#] key on most devices.

   8
Code Description                         VISA   MC AMEX Disc.   AVS Response
                                                                Codes
 X
      Match - Address and 9-digit
      ZIP code                              
                                                                The Address Verification
      Match - Address and ZIP code                              System (AVS) is a
 Y    (for Discover, address only
      matches)
                                                            feature that adds fraud
                                                                protection on card-not-
      Partial - Address matches, ZIP                            present transactions.
 A    code does not (for Discover,
      both address and ZIP match)
                                                            The numeric portion of
                                                                the customer’s street
      Partial - 9-digit ZIP code                                address and the ZIP
 W    matches, address does not (for
      Discover, no data from issuer)
                                                            code are compared
                                                                against the information
                                                                on file with the card-
 Z
      Partial - ZIP code matches,
      address does not                                      issuing bank.

 N
      No match - Neither address nor
      ZIP code match                                        Use this chart to
                                                                interpret domestic AVS
      Unavailable - AVS system                                  Response Codes by card
 U    unavailable or issuer does not
      support AVS
                                                            type.

 R
      Retry - Issuer’s system
      unavailable or timed out              
 S
      Not supported - AVS not
      supported by issuer at this time      

                                                                                  9
Common              Error Code     Description                Action
             Error            Error          Cannot perform             No action.
            Codes             No Batch       requested function -
                              Totals         batch is empty
        In the event that
                              Invalid Card   The four digits keyed do   Re-key the last four
  your terminal displays                     not match the account      digits of the card
  an error, refer to these                   number from the card’s     number. If the problem
           error codes to                    magnetic stripe.           persists, ask for
                                                                        another form of
      troubleshoot your
                                                                        payment, as the card
                 terminal.                                              may be fraudulent.
      If the code you are     Please Try     Communications error.      Check the line or
     experiencing is not      Again - CE                                network, then retry
         shown, retry the                                               the transaction.
         transaction, or if
                              Expired Card   The card’s expiration      Retry. If error persists,
possible, manually enter                     date has passed.           ask for another form
   the account number.                                                  of payment.

    If the error persists,    Settlement     The terminal has           Perform Batch
 contact your Help Desk       Required       reached batch              Settlement.
                                             transaction capacity.
             for support.
                              Paper Out      The terminal is out of     Reload paper.
                                             paper.

                              Unsupported    The terminal is not        Request an alternate
                              Card           configured for the card    form of payment.
                                             type.

    10
11
POS-0505 03/13   ©2013, Chase Paymentech Solutions, LLC. All rights reserved.
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