Configuring General Parameters

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

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

Press the key 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 the key to move the highlight bar down.
- Scroll up: press the key to move the highlight bar up.
- Select a highlighted item: press the key.

For information about the keys...

1. Press the key.
The MAIN MENU appears.

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

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

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

To select the Communications Type:

a. Press the key 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/disable the Declined Beep alert:

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

b. Press the key(YES) to enable Declined Beep.
OR Press the key (NO) to disable this feature.

The terminal beeps and then the GENERAL PARAMETERS menu reappears.

To enable/disable the Key Beep feature:

a. Scroll down to KEY BEEP, and the key.
The ENABLE KEY STROKE BEEP? prompt appears.

b. Press the key(YES) to enable Key Beep.
OR Press to the key (NO) to disable Key Beep.

The GENERAL PARAMETERS menu appears.

To enable/disable 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 report; enables option for completion or deletion of multiple Pre-Auths from list):

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

b. Press the key(YES) to enable this feature.
OR Press the key (NO) to disable this feature.

The GENERAL PARAMETERS menu reappears.

To enable/disable Tip Entry:

Refer to the Configuring Tip Entry - Debit/Credit procedure.

To define a default debit/credit Tip Percentage:

Note: This option will not appear on the General Parameters menu if Tip Enhanced option is enabled. When enhanced tip entry is enabled, it replaces the standard tip percentage prompt.

Note: For this feature to work, debit/credit Tip Entry must be also enabled.

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

Note: If debit/credit 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 and/or dollars. (The cardholder may choose to enter nothing at all when prompted to enter Tip.)

b. Key in a percentage value, and press the key.

The GENERAL PARAMETERS menu reappears.

To enable/disable enhanced tip prompting (Tip Enhanced):

Refer to the Configuring Enhanced Tip Prompting for Debit/Credit procedure.

Note: For the enhanced tip prompting feature to work, Tip Entry must be set to either DEBIT or DEBIT & CREDIT.

To enable/disable allowing 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 the key.
The CHIP CARD PRE-AUTH ALLOWED prompt appears.

b. Press the key (YES) to use chip cards for Pre-Auth transactions.
OR Press the key (NO) to use only magnetic stripe cards for Pre-Auth transactions.

The GENERAL PARAMETERS menu reappears.

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

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

b. Press the key (YES) to have the CASH BACK? prompt appear.
OR Press the key (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 the key.
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 the key.
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 the key.
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 the key.
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 the key.
The CASH BACK PRESET AMOUNT 3 entry screen appears.

2. Select OTHER (press the key).
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 the key.
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 the key).

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 the key.
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 the key.
The CASH BACK LIMIT entry screen appears.

Note: The default is 40.

b. Key in the maximum dollar amount that can be entered at the ENTER CASH BACK entry screen, and press the key.
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/disable the ARE TOTALS BALANCED? prompt during the Close Batch transaction:

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

b. Press the key (YES) to have the Balanced prompt appear.
OR Press the key (NO) to skip the Balanced prompt.

The GENERAL PARAMETERS menu reappears.

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

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

b. Press the key (YES) to have the Invoice Number prompt appear.
OR Press the key (NO) to skip the Invoice Number prompt.

The GENERAL PARAMETERS menu reappears.

To enable/disable 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 the key.
The TAKE IMPRINT MESSAGE? prompt appears.

b. Press the key (YES) to have the Take Imprint prompt appear.
OR Press the key (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 the key.
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 the key. ( 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 the key.
The MAIL/TEL ORDER TRANSACTIONS? prompt appears.

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

The GENERAL PARAMETERS menu reappears.

To set the amount of terminal idle time before the 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 the key.
The BACKLIGHT OFF TIME IN SECONDS entry screen appears.

b. Key in the number of seconds before the backlight turns off, and press the key.

Note: Any value between 120 to 999 will result in the backlight turning off after 120 seconds. (The minimum is 15; the maximum is 999; the default is 60.)

The GENERAL PARAMETERS menu reappears.

The GENERAL PARAMETERS menu reappears.

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

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

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

The GENERAL PARAMETERS menu reappears.

To set up an admin password for manual entry of cards

a. Decide on your password.

It must be 5 to 10 digits.
Do not use consecutive numbers, such as 012345 or 98765, or repeating numbers, such 22222 or22233.
You will have 60 seconds to enter it.

b. Scroll down to SECURITY, and press the key.

The SWIPE ADMIN CARD prompt appears.

c. Swipe your POS admin card.

The ENABLE PSWD? prompt appears.

d. Select YES by pressing the key.

The ENTER NEW 5-10 DIGIT PSWD prompt appears.

e. Key in the password you decided on in step a.

The RE-ENTER NEW ADMIN PASSWORD prompt appears.

f. Key in the password again.

The ADMIN PASSWORD SET UP SUCCESSFULLY message appears briefly on the terminal, followed by the SECURITY menu.

To change the admin password for manual entry of cards

a. Decide on your new password.

It must be 5 to 10 digits.
Do not use consecutive numbers, such as 012345 or 98765, repeating numbers, such 22222 or22233, or any of your last 4 passwords.
You will have 60 seconds to enter it.

b. Scroll down to SECURITY, and press the key.

The ENTER ADMIN PASSWORD prompt appears.

c. Key in your current admin password, and press the key.

The SECURITY menu appears.

d. Scroll to CHANGE PSWD and press the key.

The ENTER EXISTING ADMIN PASSWORD prompt appears.

e. Key in your current admin password.

The ENTER NEW 5-10 DIGIT ADMIN PASSWORD prompt appears.

f. Key in the password you decided on in step a, and press the key.

NOTE: You have 60 seconds to enter the password.

The RE-ENTER NEW ADMIN PASSWORD prompt appears

g. Key in the new password again, and press the key.

The terminal briefly displays ADMIN PASSWORD CHANGED SUCCESSFULLY, followed by the SECURITY menu.

To disable the admin password for manual entry of cards

a. Scroll down to SECURITY, and press the key.

The ENTER ADMIN PASSWORD prompt appears.

b. Key in your current admin password, and press the key.

The SECURITY menu appears.

c. DISABLE PSWD is already highlighted. Press the key to select it.

The DISABLE PSWD? prompt appears.

d. Select YES by pressing the key.

The READY screen appears.

When the admin password is disabled, your terminal will ask you to swipe your POS admin card instead.

To change the expiry period of the admin password unlock timer

When you enable the admin password, the password unlock timer is also enabled with a default value of 15 minutes. To modify the default value, follow these steps.

a. Scroll down to SECURITY, and press the key.

The ENTER ADMIN PASSWORD prompt appears.

b. Key in your current admin password, and press the key.

The SECURITY menu appears.

c. Scroll down to UNLOCK TIMER press the key.

The AUTOMATIC UNLOCK TIME IN MINUTES prompt appears, showing the default value of 15 minutes.

d. Enter a new unlock timer value between 01 and 99 minutes, and press the green key.

The SECURITY menu re-appears appears.

To enable/disable the internal contactless reader:

To have contactless reader functionality enabled on your terminal, contact Moneris Customer Care.

To enable/disable the contactless logo on contactless transaction receipts:

Note: If you wish to perform contactless transactions, contactless functionality must be enabled.

a. Scroll down to CTLS LOGO, and press the key.
The CONTACTLESS LOGO menu appears.

b. Scroll to ENABLE, and press the key.
OR To disable this feature, scroll to DISABLE, and press the key.

The GENERAL PARAMETERS menu appears.

Control the manual entry of card information on the terminal keypad:

IMPORTANT: Moneris strongly recommends using the default value of ADMIN PROTECT to help reduce the risk of fraudulent transactions which can later be disputed and charged back. If you wish to edit the default value, contact Moneris Customer Care.

Note: Admin protection of manual card entry does not apply when processing a Pre-Auth Advice for which there is no original Pre-Auth transaction.

Go back to Configuring Your Terminal.