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 green key to keep that value and return to the previous menu.

Press the red 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 green key.

For information about the keys...

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

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

3. Scroll down to GENERAL PARAMS, and press the green 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 green 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 green 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 press the green key.
The ENABLE KEY STROKE BEEP? prompt appears.

b. Press YES to enable Key Beep.
OR Press 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green 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 green key.
The MAIL/TEL ORDER TRANSACTIONS? prompt appears.

b. Press the key (YES) to enable mail order and telephone order transactions.
OR Press to the key (NO) prevent staff from performing mail order and telephone order transactions.

The GENERAL PARAMETERS menu reappears.

Note: Manual card entry must be enabled and manual card entry password needs to be configured in order to perform manual card entry for mail and telephone order transactions.

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 green 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 green 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.

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

a. Scroll down to CONTRAST, and press the green key.
The HOLD THE '.' AND UP / DOWN ARROW TO SET THE VALUE prompt appears.

b. While holding down the Admin key:

To decrease contrast: press the keythe area on the panel under the key (repeatedly if necessary) until the desired contrast is reached.
To increase contrast: press the keythe area on the panel above the key (repeatedly if necessary) until the desired contrast is reached.

c. Press the green key.

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 green 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 change the expiry period of the admin password unlock timer

Refer to Changing the Unlock Timer Value for instructions.

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 green key.
The CONTACTLESS LOGO menu appears.

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

The GENERAL PARAMETERS menu appears.

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

a. Scroll down to MANUAL ENTRY, and press the green key.
The ENTER MAN ENT PASSWORD prompt appears.

b. Enter your manual card entry password and press the green key.

c. Do one of the following:

To enable card data to be manually keyed in on the terminal, in the MANUAL CARD ENTRY screen, scroll down to select ON, then press the green key. The GENERAL PARAMETERS menu appears.
To prevent your staff or customers from manually entering card data on the terminal, in the MANUAL CARD ENTRY screen, scroll up to select OFF, then press the green key. The GENERAL PARAMETERS menu appears.

Go back to Configuring Your Terminal.