Transcription

Presto SmartVX690User guide.

Contents1.0 Introduction 51.1 Merchant Responsibility for Equipment and Materials Provided. 51.2Cancellation of Facility. 61.3Damaged, Lost or Stolen Equipment. 61.4 Merchant Receipts. 62.0 Getting Started 72.1Using the Touch Screen. 72.2 Keyboard Layout. 82.3 Terminal Display. 92.4 Charging your Terminal. 102.5 Manual Start and Shutdown. 113.0 Procedures 113.1Main Menu. 113.2 Contactless Transactions. 123.3 Chip Card Transactions. 123.4 Magnetic Stripe Transactions. 133.5 Cancelling a transaction. 134.0 Pairing to the Point of Sale 145.0 Disconnecting from the Point of Sale 176.0 Transaction Procedures 206.1How to process a Purchase Only Transaction. 206.2 How to process a Purchase with Cash Out Transactioninitiated from the POS. 226.3 How to process a Purchase with Cash Out Transactioninitiated from the Terminal 246.4 How to process a Cash Out Only Transaction. 266.5 Refund. 286.6 How to process a Purchase with Tip Transaction initiated from the POS. 316.7 How to process a Purchase with Tip Transaction initiated from the terminal. 336.8 MOTO. 356.9 Pre-Authorisation. 386.10 Pre-Authorisation Completion. 403

6.11 Pre-Authorisation Cancellation. 416.12 Account Verify. 426.13 Pre-Authorisation Top-Up. 446.14 Pre-Authorisation Extend. 456.15 Pre-Authorisation Partial Cancellation. 466.16 Phone for Auth. 477.0 Surcharging via the Terminal 488.0 Settlement 499.0 Glossary 5510.0 Troubleshooting 5610.1 Terminal Response Codes. 5610.2 Hardware Faults. 574

1.0 IntroductionThe Presto Smart VX690 terminal lets you process online transactions for DebitCards (savings and cheque accounts), Credit Cards (Visa, Mastercard and UnionPay)and Charge Cards (American Express, Diners Club and JCB). To accept Charge Cardtransactions please contact the relevant Charge Card Provider.Presto Smart VX690 enables you to process: Purchases Purchases with Cash Out for Debit Cards (if enabled) Refunds Mail/telephone order (MOTO) and eCommerce transactions(subject to Westpac approval) Cash Out transactions for Debit Cards Purchase with Tip Pre-Authorisation functions, including Completion, Extension and Cancellation(subject to Westpac approval) Split Billing [email protected] with split bill Surcharge.Note: The above functionality may vary depending on your chosen POS provider.1.1 Merchant Responsibility for Equipment andMaterials Provided.Terminals and equipment (where supplied by us), plus any unused stationery andpromotional material remain the property of the Bank. You must not sell, assign or in any way encumber them. You will not permit a third party to have possession of or access to any equipment,or other materials. You must ensure that the terminals are covered by your business orcontents insurance.Terminals must not be relocated without prior authorisation.Terminals must be located where customers can use the PINpad without the riskof other people seeing them key in their PIN (Personal identification number).5

1.2Cancellation of Facility.If your merchant facility is cancelled for any reason, you need to return the equipmentand materials to us. To do this, call the Merchant Helpdesk on 1800 029 749. Youmust return all equipment and materials within five business days of our request.Fees and charges will continue to be charged until the equipment is returnedto the Bank as instructed.1.3Damaged, Lost or Stolen Equipment.If equipment is damaged, lost or stolen, you will be charged for its replacement.1.4Merchant Receipts.You need to retain all merchant receipts printed in a secure manner for reconciliationand in case of terminal failure. Refer to Section 16.0 Records in the Merchant BusinessSolutions Card Acceptance by Business Terms and Conditions.You must provide customers with a receipt unless they request otherwise.6

2.0 Getting StartedThe Presto Smart VX690 terminal is a complete unit that includes: Presto Smart VX690 terminal Terminal base Paper rolls Cables (Ethernet and phone) Power supplyVX 6901 ZQ2 ABC3 DEF4GHI5 JKL6MNO7 PRS8 dfh9WXY0#,‘“2.1- SPXCancelClear/BackEnterUsing the Touch Screen.The Presto Smart VX-690 terminal has a colour touch-screen. To navigate usingthe touch-screen, follow the prompts and press the option on the screen to makea selection.7

2.2 Keyboard Layout.Key TitleSymbolKey PurposeEnterThis button on the terminal keypad isused to accept data entry or proceed witha function and is the same as using the‘Select’ or ‘OK’ buttons displayed on thetouch-screen. This button is also used topower on the terminal when held down for10 seconds.Clear/BackThis button on the terminal keypad isused for clearing entered data or movingback to the previous screen and is thesame as using the ‘Clear’ or ‘Back’ buttonsdisplayed on the touch‑screen.CancelThis button on the terminal keypad is usedto cancel the current function and return tothe home screen and is the same as usingthe ‘Cancel’ or ‘No’ buttons displayed onthe touch-screen. This button is also usedto power off the terminal when held downfor 10 seconds.8

2.3 Terminal Display.Key TitleSymbolKey PurposeWiFiNumber of bars indicates strength of theWiFi signal.No WiFiWiFi configured but not connected.Bluetooth Bluetooth configured.No Bluetooth Bluetooth not connected.EthernetEthernet enabled and connected.No EthernetEthernet enabled but not connected.BatteryInternal battery power level displayedwhen terminal is not connected to mainspower.Battery lowBattery symbol turn red when the terminalis low on charge.Battery chargingBattery symbol turn green when theterminal is plugged into mains power andcharging.9

2.4 Charging your Terminal.There are two options available to charge your terminal, either through connectingthe power source directly to the terminal or via the terminal base:1. Connecting base station to power:1. Insert the power cable into the power port on the terminal base.2. Plug the AC power cord into a wall outlet or a surge protected power board.3. Place terminal on the base to begin charging.2. Alternate charging method:1. Insert the power cable to the power port found on the side of the terminal.2. Plug the AC power cord into a wall outlet or a surge protected power board.Note: It is recommended that you charge your terminal through the terminal base asthis will enable you to quickly return your terminal to charge mode between uses.10

2.5 Manual Start and Shutdown.i. Terminal Start-up: When placed on the base, the Presto Smart VX-690 terminal will automaticallyturn on. To turn on the terminal manually, hold the key down for 10 seconds untilthe start-up screen is displayed on the terminal.ii. Terminal Shutdown: Hold the key down for 10 seconds until the terminal displays the shutdownverification screen. Keep holding the key until the Presto Smart VX-690 terminalshuts down (the terminal must be unplugged from the power supply or removedfrom the base before attempting a manual shut down).3.0 Procedures3.1Main Menu.The terminal idle screen displays information such as the battery strength, connectionstrength, Serial Number, Network name, IP address and the button to initiate Pairingthe POS.The payment application main menu/idle screen can be accessed via the key combo‘ENTER 3’.PrestoPlease pair thisdevice with yourPoint of Sale(POS) system.Serial Number: 329-301-382Network: win sim SSIDIP address: not connectedPair with POSConnected to‘YOUR POS NAME’SPI VAA screenPayment application screen11

3.2 Contactless Transactions.The Presto Smart VX-690 terminal is fitted with an in-built contactless card reader,mounted behind the screen, which enables the terminal to process contactlesscard transactions.1. When prompted by the terminal, position the contactless card abovethe terminal screen.2. Await the confirmation beeps before removing the card.Note: Contactless transactions are currently unavailable for UnionPay cards.3.3 Chip Card Transactions.The Presto Smart VX-690 terminal supports chip card transactions.The chip card reader is located at the bottom of the terminal below the keypad.1. Position the chip card with the chip facing upward and toward the terminal.2. Insert the chip card into the chip card reader slot in a smooth, continual motionas far as it can go.3. The card should remain inserted in the terminal until the transaction is complete,and the terminal prompts you to remove it.4. If there is an error with reading the chip on the card, the terminal may prompt youto swipe the card.12

3.4 Magnetic Stripe Transactions.The Presto Smart VX-690 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 magnetic stripe card, please insert the magneticstripe card from the top of the unit.3. Swipe the card smoothly through the magnetic card reader.4. If there is no response from the terminal, or ‘Card Error’ message is displayed,swipe the card again. You may be required to swipe faster or slower.Note: If you have attempted to swipe a chip card, the terminal will prompt youto insert the card (See Section 3.3 Chip Card transactions).3.5 Cancelling a transaction.To cancel a transaction during processing, press thekey on the terminal.Cancel Key13

4.0 Pairing to the Point of SaleYour Presto Smart VX-690 terminal needs to be paired to the Point of Sale (POS)prior to use. The pairing has a time limit of 60 seconds, if the pairing takes longerthan 60 seconds then the solution will time out.Note: The actions of the POS will differ depending on the POS vendor solution.StepTerminal Display1Please pair thisdevice with yourPoint of Sale(POS) system.Serial Number: 329-301-382Network: win sim SSIDIP address: not connectedPair with POSActionThe Serial Number, Network name and theIP address associated with the terminal willbe displayed on the home screen.For the Network name: If WiFi is the comms type enabled forPresto Smart VX-690 then the SSID of yourWiFi network will be displayed. If ETH is the comms type enabled forPresto Smart VX-690 then ‘Ethernet (wired)’will be displayed. Press ‘Pair with POS’ on the terminal screento continue.2This screen will display the IP address required bythe POS to initiate the pairing.Start POS pairingUse the below information topair this device with your POS.Serial Number: 329-301-382IP Address: 127.0.0.114

StepTerminal Display3ActionThe terminal will display the following screenwhen it has established a connection with thePOS to begin the pairing process.Pairing POS.4Please confirmpairing code6BE2FFIs the POS displaying thisidentical pairing codeNoThe terminal will now display a 6-digit secret key.This 6-digit secret key will also be displayed onthe POS. Please ensure both POS and terminalis showing the same key to continue with thepairing.Press ‘Yes’ on the terminal screen to confirmthe key.Yes5The terminal will now enter the final stageof pairing.Finalising pairing.15

StepTerminal Display6ActionThe terminal will now display ‘Pairing successful’with the name of the POSit is connected to. Pairing successfulPress ‘Complete setup’ on the terminalscreen to continue.Setup is now complete.This device is now paired with POS:“SALSAPOS”Complete setup7PrestoConnected to‘YOUR POS NAME’16Once the terminal has paired successfully, it willdisplay the following screen. This screen will alsodisplay the name of the POS that the terminal ispaired with.

5.0 Disconnecting from the Point of SaleThis function will have to be performed in the event of: Connecting the terminal to another POS. Swapping the terminal. Switching to Standalone mode.Access this function by pressing ‘ENTER 3’ on the terminal keypadStep1Terminal DisplayPrestoActionPress ‘ENTER 3’ on the terminal keypadto disconnect the terminal from the POS whenterminal is showing either ‘Connected’ or‘Disconnected’.Connected to‘YOUR POS NAME’2PrestoNote: If Terminal is showing ‘Connected’,this means there is still a live connection betweenthe terminal and the POS.Please reconnectDisconnected from‘YOUR POS NAME’17

StepTerminal Display3ActionThe terminal will now display the Unpair terminalmenu. Select ‘1. Unpair terminal’ to continue.Menu1. Unpair terminal2. Roll keys3. Communications4. Manual Trans Upload4The terminal will now display a confirmationscreen for unpairing the terminal from the POS.Select ‘Yes’ to proceed.Unpair fromPOS?NoYes5The terminal will display ‘Unpairing terminal’.Unpairing Terminal18

StepTerminal Display6ActionThe terminal will now display ‘Terminal Unpaired’.The terminal unpairing hasbeen successful and you may now pairthis terminal to another POS.Terminal Unpaired7Please pair thisdevice with yourPoint of Sale(POS) system.The terminal will return to the ‘Pair withPOS’ home screen.Serial Number: 329-301-382Network: win sim SSIDIP address: not connectedPair with POS19

6.0 Transaction Procedures6.1How to process a Purchase Only Transaction.Note: In integration mode, all transactions need to be initiated from the POS.StepTerminal Display1Total Amount5.00AUDTap cardActionOnce the Purchase transaction has been initiatedfrom the POS, the terminal will immediatelychange to the present card screen.Insert, swipe or tap the customer’s card(See Section 3.0 Procedures).Insert/Swipecard2Select Account1. ChequeNote: The accounts offered on this screenare dynamic and will change depending on thetype of card presented.2. Savings3. Credit3Total AmountAUD5.00PIN or EnterSignature20For magnetic stripe and chip cards selectthe required account on the touch screen or press‘1’, ‘2’ or ‘3’.The cardholder can now enter their PersonalIdentification Number (PIN). Once entryis complete the cardholder can press the touchscreen or the key.Note: If the customer does not wish to entera PIN it can be bypassed for certain card typesby leaving the PIN blank and pressing the touchscreen or the key.

Step4Terminal DisplayPlease Wait5ActionThe terminal will connect to the Bank and beginprocessing the purchase.The terminal will display the transaction result andsend the response back to the POS.Approved Declined Reason Press ENTER Key6Signaturerequired If a signature is required, remove the card fromthe terminal and have the customer sign thereceipt printed from the POS and confirm thesignature is correct on the POS to finalise thetransaction.Note: Signatures will still be required forUnionPay Credit card transactions as well asPIN authorisation. Certain cards (for examplesignature-only cards, payment cards that do nothave a chip and some international cards will alsorequire a signature). You will be able to processthese cards as normal.SignatureApproved21

6.2 How to process a Purchase with Cash Out Transactioninitiated from the POS.If enabled, your terminal can process Purchase with Cash Out transactions, availablefrom Cheque or Savings accounts only.Note: In integration mode, all transactions need to be initiated from the POS.StepTerminal Display1Total AmountAUD6.00Tap cardInsert/Swipecard2Select Account1. ChequeActionOnce the Purchase with Cash Out transactionhas been initiated from the POS, the terminal willimmediately change to the present card screen.The Total Amount displayed will be inclusive ofthe Cash Out amount.Insert, swipe or tap the customer’s card(See Section 3.0 Procedures).Select the required account ‘Cheque’ or ‘Savings’and press the touch screen or the key.2. Savings3. Credit3Total AmountAUD6.00PIN or EnterSignature22The cardholder can now enter their PersonalIdentification Number (PIN). Once entry iscomplete the cardholder can press the touch screen or the key.Note: If the customer does not wish to entera PIN it can be bypassed for certain card typesby leaving the PIN blank and pressing the touchscreen or the key.

Step4Terminal DisplayPlease Wait5ActionThe terminal will connect to the Bank and beginprocessing the purchase.If a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card6The terminal will display the transaction result andsend the response back to the POS.Approved Declined Reason Press ENTER Key23

6.3 How to process a Purchase with Cash Out Transactioninitiated from the TerminalIf enabled, your terminal can process Purchase and prompt for the customer toadd a Cash Out amount during the transaction, available from Cheque or Savingsaccounts only.Note: In integration mode, all purchase transactions need to be initiated from thePOS and the Cash Out request will be prompted on the Terminal.Step1Terminal DisplayTotal Amount5.00AUDEnter Cash OutO.00AUDActionOnce the Purchase with Cash Out transactionhas been initiated from the POS, the terminal willimmediately change to prompt for a Cash Outamount to be entered.If the customer does not wish to request a CashOut amount they can skip by pressing the key.Leave empty to skip2Total AmountAUDThe Total Amount displayed will be inclusiveof the Cash Out amount.6.00Insert, swipe or tap the customer’s card(See Section 3.0 Procedures).Tap cardInsert/Swipecard3Select Account1. Cheque2. Savings3. Credit24Select the required account ‘Cheque’ or ‘Savings’and press the touch screen or the key.

Step4Terminal DisplayTotal Amount6.00AUDPIN or EnterActionThe cardholder can now enter their PersonalIdentification Number (PIN). Once entry iscomplete the cardholder can press the touch screen or the key.Note: If the customer does not wish to entera PIN it can be bypassed for certain card typesby leaving the PIN blank and pressing the touchscreen or the key.Signature5Please Wait6The terminal will connect to the Bank and beginprocessing the purchase.If a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card7The terminal will display the transaction result andsend the response back to the POS.Approved Declined Reason Press ENTER Key25

6.4 How to process a Cash Out Only Transaction.If ‘Cash Out’ is enabled on the terminal, customers can be given cash out.Cash is available from cheque and savings accounts only.Note: In integration mode, all transactions need to be initiated from the POS.StepTerminal Display1Total AmountAUD6.00Tap cardActionOnce the Cash Out transaction has been initiatedfrom the POS, the terminal will immediatelychange to the present card screen.Insert, swipe or tap the customer’s card(See Section 3.0 Procedures).Insert/Swipecard2Select Account1. ChequeSelect the required account ‘Cheque’ or ‘Savings’and press the touch screen or the key.Note: Cash Out is only available on cheque andsavings accounts.2. Savings3. Credit3Total AmountAUD6.00PIN or EnterSignature26The cardholder can now enter their PersonalIdentification Number (PIN). Once entry iscomplete the cardholder can press the touchscreen or the key.

Step4Terminal DisplayPlease Wait5ActionThe terminal will connect to the Bank and beginprocessing the cash out.If a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card6The terminal will display the transaction resultand send the response back to the POS.Approved Declined Reason Press ENTER Key27

6.5 Refund.If a customer returns a purchase, or if an incorrect amount was charged, a refund canbe processed as follows:Note: Refunds may only be processed where there was an initial valid transaction onthe same card.StepTerminal DisplayActionMERCHANTEnter password:If your POS supports Employee Management theterminal may or may not prompt for a terminalpassword. Once the Refund transaction hasbeen initiated from the POS, the terminal mayimmediately change to the merchant passwordprompt.1Key in the merchant password and pressthe touch screen or the key.******Note: To obtain your Merchant Password, pleasecall the Merchant Helpdesk.2Total AmountAUDInsert, swipe or tap the customer’s card(See Section 3.0 Procedures).5.00Tap cardInsert/SwipecardPress # for Manual28

Step3Terminal DisplaySelect Account1. ChequeActionFor magnetic stripe and chip cards, select therequired account on the touch screen, or press ‘1’,‘2’ or ‘3’.Note: The accounts offered on this screen willchange depending on the type of card presented.2. Savings3. Credit4Total Amount5.00AUDThe cardholder can now enter their PersonalIdentification Number (PIN). Once entryis complete the cardholder can press thetouch screen or the key.PIN or EnterSignature5Please WaitThe terminal will connect to the Bank and beginprocessing the refund.29

StepTerminal Display6ActionIf a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card7The terminal will display the transaction resultand send the response back to the POS.Approved Declined Reason Press ENTER Key30

6.6 How to process a Purchase with Tip Transaction initiatedfrom the POS.If Tipping is supported by your POS, the Tip Amount is entered at the POS prior tosending the purchase to the Terminal.StepTerminal Display1Total AmountAUD6.50Tap cardInsert/Swipecard2Select Account1. ChequeActionOnce the Purchase with Tip transaction hasbeen initiated from the POS, the terminal willimmediately change to the present card prompt.The Total Amount displayed will be inclusiveof the Tip amount.Insert, swipe or tap the customer’s card(See Section 3.0 Procedures).Select the required account and press the touchscreen or the key.2. Savings3. Credit3Total AmountAUD5.00PIN or EnterSignatureThe cardholder can now enter their PersonalIdentification Number (PIN). Once entryis complete the cardholder can press thetouch screen or the key.Note: If the customer does not wish to entera PIN it can be bypassed for certain card typesby leaving the PIN blank and pressing the touchscreen or the key.31

Step4Terminal DisplayPlease Wait5ActionThe terminal will connect to the Bank and beginprocessing the purchase.If a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card6The terminal will display the transaction result andsend the response back to the POS.Approved Declined Reason Press ENTER Key32

6.7 How to process a Purchase with Tip Transaction initiatedfrom the terminal.The Tip Amount screen will only display on the Terminal if the Tipping feature hasbeen enabled. You may enable or disable the Tipping feature by contacting theMerchant Helpdesk.Step1Terminal DisplayTotal Amount5.00AUDEnter Tip1.50AUDActionOnce the Purchase with Tip transaction hasbeen initiated from the POS, the terminalwill immediately change to allow for a tip tobe entered.If the customer does not wish to enter a Tipamount they can skip by pressing the key.Leave empty to skip2Total AmountAUDThe Total Amount displayed will be inclusive ofthe Tip amount.6.00Insert, swipe or tap the customer’s card (SeeSection 3.0 Procedures).Tap cardInsert/Swipecard3Select AccountSelect the required account and press the touchscreen or the key.1. Cheque2. Savings3. Credit33

Step4Terminal DisplayTotal Amount5.00AUDPIN or EnterActionThe cardholder can now enter their PersonalIdentification Number (PIN). Once entryis complete the cardholder can press thetouch screen or the key.Note: If the customer does not wish to entera PIN it can be bypassed for certain card typesby leaving the PIN blank and pressing the touchscreen or the key.Signature5Please Wait6The terminal will connect to the Bank and beginprocessing the purchase.If a chip card was inserted, and is yet to beremoved, this prompt will appear. Remove thecard at this prompt. The terminal will beep as areminder if the card is not removed.Remove Card7The terminal will display the transaction resultand send the response back to the POS.Approved Declined Reason Press ENTER Key34

6.8 MOTO.Transactions initiated by mail or telephone are known as MOTO (Mail Order orTelephone Order) transactions. MOTO transactions can on be processed on Creditand Charge cards and will only be available if your Point of Sale device supportsthis functionality and subject to Westpac approval. For more information on how toregister as a MOTO merchant, contact the Merchant Helpdesk.Note: Until you are registered as a MOTO or eCommerce merchant, you must not processMOTO transactions. An authorisation of a MOTO transaction only establishes that the funds areavailable in the cardholder’s account and that the card has not been reported lostor stolen. It does not guarantee that the person whose name appearson the card is making the purchase or that the purchase will not be subject toa chargeback. You will be liable for all chargebacks on MOTO transactions. You must retain all merchant receipts for at least 18 months from thetransaction date.Step1Terminal DisplayMOTO1. Telephone Order2. Mail Order2ActionOnce the MOTO transaction has been initiatedfrom the POS, the terminal will immediatelychange to the MOTO screen.Select the ‘Telephone Order’ or ‘Mail Order’ oroption on the touch screen.Key in the cardholder’s card number.If a correction is

The chip card reader is located at the bottom of the terminal below the keypad. 1. Position the chip card with the chip facing upward and toward the terminal. 2. Insert the chip card into the chip card reader slot in a smooth, continual motion as far as it can go. 3. The card should remain in