Configuring General Parameters

The General Parameters menu allows you to enable and configure the optional features on your terminal.

IMPORTANT: Do NOT attempt to configure your terminal without assistance from the Moneris Merchant Service Centre.

If you access a prompt and decide to keep the displayed value, simply press OK to keep that value and return to the previous menu.

Press Can/Ann repeatedly to return to the READY screen at any time.

From the READY screen OR the TERMINAL SETUP REQUIRED prompt:

To navigate through the menus:

- Scroll down: press F1 to move the highlight bar down.
- Scroll up: press F3 to move the highlight bar up.
- Select a highlighted item: press OK.

1. Press the Admin key.
The MAIN MENU appears.

2. Scroll down to CONFIGURATION, and press OK.
The CONFIG FUNCS menu appears.

3. Scroll down to GENERAL PARAMS, and press OK.
The GENERAL PARAMETERS menu appears.

If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.

To select the communications type:

a. Press OK to select COMMS TYPE.
b. Select the appropriate communication type.

Note: You may have to do some additional configuration depending on your communications requirements. Go to Communications Configuration for an overview on configuring the communications parameters on the terminal.

The GENERAL PARAMETERS menu reappears.

To enable the Declined Beep alert:

a. Scroll down to DECLINED BEEP, and press OK.
The DECLINED AUDIBLE NOTIFICATION prompt appears.

b. Press F1(YES) to enable Declined Beep.
The terminal beeps and then the GENERAL PARAMETERS menu reappears.

To enable TIP Reporting
(Enables option to record a Tip amount during Pre-Auth Completions (Advices) and prints a Tip amount line on Pre-Auth Completion receipts; enables Tip Totals reporting; enables option for completion or deletion of multiple Pre-Auths from list):

a. Scroll down to TIP REPORTING, and press OK.
The ENABLE TIP REPORTING? prompt appears.

b. Press F1(YES).
The GENERAL PARAMETERS menu reappears.

To enable Tip prompting:

a. Scroll down to TIP ENTRY, and press OK.
The TIP ENTRY menu appears.

b. Scroll down to the card type (DEBIT only or DEBIT & CREDIT) for which the Tip Entry prompt will appear, and press OK.
OR Scroll down to NO TIP, and press OK to remove the prompt.

The GENERAL PARAMETERS menu reappears.

To enter a preset Tip Percentage:

a. Scroll down to TIP PERCENTAGE, and press OK.
The ENTER TIP PERCENTAGE entry screen appears.

b. Key in a percentage value, and press OK.

Note: If Tip Entry is enabled and the Tip Percentage value is set to "0," the cardholder will still be prompted to enter a Tip in percentage or dollars.

The GENERAL PARAMETERS menu reappears.

To allow the terminal to process Pre-Authorization transactions using chip cards (credit and some debit cards) as well as magnetic stripe cards:

a. Scroll down to CHIP PRE-AUTH, and press OK.
The CHIP CARD PRE-AUTH ALLOWED prompt appears.

b. Press F1 (YES) to use chip cards for Pre-Auth transactions.
Press F3 (NO) to use only magnetic stripe cards for Pre-Auth transactions.

The GENERAL PARAMETERS menu reappears.

To enable the CASH BACK? prompt during Debit Purchase transactions:

a. Scroll down to CASHBACK, and press OK.
The ENABLE CASH BACK? prompt appears.

b. Press F1 (YES) to have the CASH BACK? prompt appear.
Press F3 (NO) to disable the CASH BACK? prompt.

The GENERAL PARAMETERS menu reappears.

To set Cashback Preset Amount 1:

Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 10 = $10.00).

a. Scroll down to C BACK AMT 1, and press OK.
The CASH BACK PRESET AMOUNT 1 entry screen appears.

Note: The Default amount is 10; the amount can range from 10 to 90.

b. Key in the dollar value for Cash Back Preset Amount 1, and press OK.
The GENERAL PARAMETERS menu reappears.

To set Cashback Preset Amount 2:

Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 20 = $20.00.)

a. Scroll down to C BACK AMT 2, and press OK.
The CASH BACK PRESET AMOUNT 2 entry screen appears.

Note: The Default amount is 20; the amount can be from 20 to 990.

b. Key in the dollar value for Cash Back Preset Amount 2, and press OK.
The GENERAL PARAMETERS menu reappears.

Note: The amount that you key in must be less than and not equal to Preset Amount 3, but it must be greater than and not equal to Preset Amount 1.

Set Cashback Preset Amount 3:
(This can be used to set a third amount or allow a customer to enter a different amount)

a. To allow your customer to key in any other amount that is less than or equal to your Cashback Limit:

1. Scroll down to C BACK AMT 3, and press OK.
The CASH BACK PRESET AMOUNT 3 entry screen appears.

2. Select OTHER (press F1).
The GENERAL PARAMETERS menu reappears.

Note: The amount that the customer keys in at the ENTER CASH BACK entry screen cannot be greater than your set Cashback Limit.

b. To set a specific amount for Preset Amount 3:

Note: The Cashback Limit that you set does not apply to Amount 3. (For example, even if your Cashback Limit is set to $40, you could still set Amount 3 to be any value from $150 to $990).

1. Scroll down to C BACK AMT 3, and press OK.
The CASH BACK PRESET AMOUNT 3 entry screen appears.

Note: The Default amount is 30; the amount can be from 30 to 990.

Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 300 = $300.00.)

2. Select VALUE (press F3).

Note: The amount that you key in for VALUE must be greater than and not equal to Preset Amount 2 and greater than and not equal to Preset Amount 1.

3. Key in the amount, and press OK.
The GENERAL PARAMETERS menu reappears.

To set the maximum Cashback amount that can be entered during debit Purchase transactions:

a. Scroll down to CASHBACK LIMIT, and press OK.
The CASH BACK LIMIT prompt appears.

Note: The default is 40.

b. Key in the maximum dollar amount that can be entered at the ENTER CASH BACK prompt, and press OK.
The GENERAL PARAMETERS menu reappears.

Note: The amount displayed is in dollars (cent values cannot be entered: e.g., 40 = $40.00).

Note: The Cashback Limit amount only applies to Preset Amount 3 if the cardholder keys in an amount that is higher than the set Cashback Limit. However, if you set Preset Amount 3 to an amount that is higher than the Cashback Limit, that restriction will not apply.

To enable the ARE TOTALS BALANCED? prompt during the Close Batch transaction:

a. Scroll down to BALANCE PROMPT, and press OK.
The TOTALS BALANCED PROMPT? prompt appears.

b. Press F1 (YES) to have the Balanced prompt appear.
Press F3 (NO) to skip the Balanced prompt.

The GENERAL PARAMETERS menu reappears.

To enable the ENTER INVOICE NO prompt during all financial transactions:

a. Scroll down to INVOICE NUMBER, and press OK.
The ENABLE INVOICE NUMBER? prompt appears.

b. Press F1 (YES) to have the Invoice Number prompt appear.
Press F3 (NO) to skip the Invoice Number prompt.

The GENERAL PARAMETERS menu reappears.

To enable the TAKE MANUAL IMPRINT OF CARD AND PRESS OK prompt during financial transactions (e.g., credit) in which the Card number is manually entered:

a. Scroll down to TAKE IMPRINT, and press OK.
The TAKE IMPRINT MESSAGE? prompt appears.

b. Press F1 (YES) to have the Take Imprint prompt appear.
Press F3 (NO) to skip the Take Imprint prompt.

The GENERAL PARAMETERS menu reappears.

To set the default Province Code value for Cheque Authorization transactions using a driver's licence:

a. Scroll down to PROVINCE CODE, and press OK.
The DEFAULT PROVINCE CODE prompt appears.

b. Key in the two-character alphanumeric Province code that will most likely be used during Cheque Authorization transactions using a driver's licence, and press OK. (Entering alphabetic characters and punctuation)

Note: The province codes are provided by the cheque authorization service.

The GENERAL PARAMETERS menu reappears.

To be able to identify a transaction (e.g., credit) as a Mail Order or Telephone Order during the transaction:

a. Scroll down to MAIL/TEL ORDER, and press OK.
The MAIL/TEL ORDER TRANSACTIONS? prompt appears.

b. Press F1 (YES) to have the Mail/Tel item appear.
Press F3 (NO) to leave the Mail/Tel item off.

The GENERAL PARAMETERS menu reappears.

To set the amount of terminal idle time before the green back light turns off automatically:

Note: Reducing the idle time before the backlight turns off can reduce battery usage and extend battery life.

a. Scroll down to BACKLIGHT TIME, and press OK.
The BACKLIGHT OFF TIME IN SECONDS entry screen appears.

b. Key in the number of seconds before the backlight turns off, and press OK.
(minimum is 15, maximum is 998, default is 60.)
To stop the backlight from turning off, key in the value 999, and press OK.

The GENERAL PARAMETERS menu reappears.

To adjust the level of contrast on the terminal display screen:

a. Scroll down to CONTRAST, and press OK.
The CONTRAST menu appears.

b. Scroll up (using F1) or down (using F3) to highlight the level of contrast, and press OK.
The lowest level of contrast is 5, the highest level of contrast is 10. The default is 10.

The GENERAL PARAMETERS menu reappears.

To enable the SWIPE ADMIN CARD prompt on all transactions on the REPORTS, ADMIN and CONFIGURATION menus:

a. Scroll down to ADMIN PROTECT, and press OK.
The PROTECT ALL ADMIN OPTIONS? prompt appears.

b. Press F1 (YES) to have the Admin card prompt appear for all reporting, admin and configuration transactions.
Press F3 (NO) to have the Admin card prompt appear only for those transactions that are required by Moneris.

The GENERAL PARAMETERS menu reappears.

Go back to Configuring Your Terminal.