TD Generation - TD Canada Trust … · About the TD Generation 1 - 1 - Welcome to TD ... You would...

TD GenerationMerchant Guide

For the TD Generation

• Portal2withPINpad

COPYRIGHT © 2016 by The Toronto-Dominion BankThis publication is confidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized representative of The Toronto-Dominion Bank.

NOTICE The Toronto-Dominion Bank reserves the right to make changes to specifications at any time and without notice. The Toronto-Dominion Bank assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation for infringements of intellectual property rights or other rights of third parties resulting from its use.

MERCHANT INFORMATION

Merchant Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Merchant Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ContentsWelcome to TD Merchant Solutions ............................................ 1

Who should use this guide? ......................................................... 1The TD Generation with PINpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Hardware ..................................................................................... 2The terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Navigation ....................................................................................................... 2Changing the paper roll ................................................................................... 2

Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Idle screens and icons ...................................................................................... 2Home screen(s) and icons ................................................................................ 3Icons ............................................................................................................... 3

The PINpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Navigation ....................................................................................................... 4

The Communications Hub . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Cardholder Privacy and Security ................................................. 5Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Force post fraud prevention ............................................................................. 5Call for authorization fraud prevention ............................................................ 5

Call for authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Imprinters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Transaction records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Storing cardholder receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Financial Transactions .................................................................. 7Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Credit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Debit card purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Phone or mail purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Force post purchase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Reprinting receipts ......................................................................................... 13Receipt examples ........................................................................................... 14

Business Day Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Performing day close ..................................................................................... 15Customizing the day close report ................................................................... 15Reprinting the day close report ...................................................................... 16

Continued on next page

Portal 2 with PINpad Merchant Guide

Reporting ................................................................................... 17Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Customized reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Administration and Configuration ............................................. 19Administering the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Login requirements for terminal functions ..................................................... 19

User management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Add user ....................................................................................................... 20Change password .......................................................................................... 20Remove user .................................................................................................. 20User list ......................................................................................................... 20

Logon method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Downloads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Parameter download ..................................................................................... 21Software download ....................................................................................... 21

Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Communications ........................................................................................... 22Date / Time sync ............................................................................................ 23Terminal volume ............................................................................................ 23Terminal brightness........................................................................................ 23Priority mail ................................................................................................... 23PINpad volume .............................................................................................. 24Language ...................................................................................................... 24Voice prompts ............................................................................................... 24Receipt banner .............................................................................................. 24Reprint older receipt ...................................................................................... 25

Troubleshooting ......................................................................... 27Purge transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Terminal information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Appendices ................................................................................ 33Lost or stolen equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

What should I do when the police arrive regarding the stolen device? ........... 33

TD Generation Portal 2 with PINpad Merchant GuideAbout the TD Generation 1

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Welcome to TD Merchant SolutionsThisisanewandexcitingproductthatoffersnewfunctionalityforyou,themerchant.Thefollowingmaterialswillprovidehelpfulinformationabouttheequipment,itsfeaturesandTDMerchantSolutions.PleaseensureyoureadthisguidesothatyoubecomefamiliarwiththecapabilitiesofthePortal2andhowitcansupportyourbusinessneeds.

Bynowyourterminalwillbeinstalled,initializedandconfigured.Nowit’stimeforyoutolearnmoreaboutitsfeaturesandcapabilities.Section1outlinestheterminal’sbasicfunctions.Insection2youwilllearnaboutyourresponsibilitiesasamerchant.Financialtransactionsarecoveredinsection3andsection4coversreporting.Section5coversadministrationandtheconfigurationofyourterminalandtroubleshootingstepsareinsection6.

Who should use this guide?YouwouldusethisguideifyouperformtransactionsonaTDGenerationPortal2withPINpadduringthecourseofyourdailybusiness.

TheTDGenerationwithPINpadTheterminalissolelyforyou,ourMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcredit,debit,loyaltyorgiftcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Forloyaltyandgiftcardinformation,pleasereviewouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

Functionality

Name Terminal PINpad

Paperchamberbutton --

Navigationkeys --

Paperadvanceicon --

Commandicons/keys CANC < OK X < O

Chipcardreader --

Magneticstripereader --

Contactlessreader --

Communications Viadial-uporDSLconnection Connectedtotheterminal

• Pleasenote,therehavebeensomechangestotheterminalhardware.Thenewhardwareversionhasamuchlargertouchscreenversusthepreviousversionwhichhadasmallertouchscreenwithanumerictouchpadbelow.Ifyouhavetheprevioushardwareversion,pleaseensurethatyoudownloadthecorrectdocumentationforTDGenerationPortalwithPINpad.

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Screens

Idle screens and icons

ThedefaultscreeniscalledtheIdlescreen.Itdisplaysalotofimportantinformationanddifferentwaystoaccessyourterminal’sfunctionality.Ifyourequireuserstologintotheterminal,yourIdlescreenwillbetheoneontheleft.Aftertheterminalisunlocked,orifitdoesn’trequirealogin,itwillappearastheoneontheright.

Wed Apr 20 16:09:34

?

Terminal (unlocked)

Wed Apr 20 16:09:34

?

ID:|1

4

7

2

5

8

3

6

9

0

CANC < OK

Terminal (locked)

HardwareTheterminal

1. Paper chamber button

2. Touchscreen Allnavigationandmerchantdataentryisdonethroughthetouchscreen.

Navigation

• Theterminalusesatouchscreenfornavigation.Youcannavigatescreensbyswipingleft/rightortappinganonscreenoption.

• Onlyuseyourfingerwhenusingthetouchscreenasobjectsmaydamageit.

Changing the paper roll

1. Pressthepaper chamber buttononthe top-leftcorneroftheterminaltoopenthe panelandremovetheemptypaperrolltube.

2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.

3. Pressdownonthepaneluntilitclicksshutandensurethereisabitofpaperstickingoutfromthechamber.

Wed Apr 20 16:09:34

?

ID:|1

4

7

2

5

8

3

6

9

0

CANC < OK

1

2


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Home screen(s) and icons

TheHome screenalwaysdisplaysthreeormoreiconsthatinclude:Purchase,VoidandDay Close.

• TheService MenuiconisreplacedwiththeControl Panel icon.

• Ifyourbusinessrequiresmorethan10transactiontypes,therewillbeasecondscreenwiththeremainingicons.

Navigation

IfyouhavemorethanoneHomescreenyoucantellwhichscreenyou’reonbylookingatthetwodotsatthetopofthescreen.Thereddotindicatestheactivescreen.Placeyourfingeronthetouchscreenandswipeleftorrighttonavigatetothedesiredscreen.

Ifaniconhassub-menus,swipeupanddownthescreentonavigatetheentiremenu.

Icons

Theiconsontheterminalchangefromscreentoscreen.Belowarethemostcommoniconsthatyouwilluseinyourday-to-daybusiness.ThePINpadhasnointerfaceicons.

Icon Name Description Idle Screen Home Screen

? Help TapthistoaccesstheHelpscreen.

Servicemenu ThisiconisonlyusedbyTDtechnicians. -

Controlpanel Tapthisicontoaccessadministrationandconfigurationsettings.

-

Speakervolume Taptoaccessterminal’sspeakervolume.

Screenbrightness Tapthistochangeterminal’sscreenbrightness.

Mail Taptoreviewanypriorityemails.

Internetstatus ThisiconindicatesthatyourterminalisconnectedtotheInternet.Ifitisn’tconnectedyouwillsee tothebottomrightoftheicon.

Dial-upstatus Thisiconindicatesthatyourterminalisconnectedviadial-up.

Possible Possible

PINpaddisconnected ThisiconindicatesyourPINpadisdisconnectedfromtheterminal.PleaseverifythatthePINpadissecurelyconnectedtotheterminal.

Possible Possible

Lock/Logoff Tapthistologoutthecurrentuseror,ifyoudon’tuseloginIDs,tapthisicontoreturntotheIdlescreen.

-

?Wed Apr 20 16:09:34

Purchase

Void

Force PostPurchase

Day Close

Refund

�

X

LastReceipt

CLOSED

$

RECEIPT

$

Tran. Recall

MoreDebit/Credit

Ribequ

1234 5678 91

Alitem RaIde

que

9101 121

amtdelk

Host Tran.

FinancialReports

- 4 -

Icon Name Description Idle Screen Home ScreenHome TapthistoaccesstheHomescreen(s).

PaperAdvance Tapthistoadvancethepaperrollintheterminal. -

ThePINpadThePINpadisusedbythecustomertomaketransactionselectionsandentries.

1. Dash keysUsethe- keystonavigatethescreensandmenus.

2. Command keys• X =Cancel• < =Correction• O =OKoractivate

3. Volume key UsethiskeytoadjustthePINpadvolume.

4. Card readers

a) Insertchippedcards

b) Contactlesscards

c) Swipecards

Navigation

• Dashkeys—thetwo- keysareusedbythecustomertoselectonscreenoptions.

TheCommunicationsHubTheGenerationwithPINpadcomeswithahubtoallowforeasypowerandInternetconnectivity.Itincludes:

• Apowercable

• Apowerport

• Adialupport

• AnEthernetportDualconnectioncommunicationshubsareavailableuponspecialrequest.

- -1 QZ 2 ABC 3 DEF

4 GHI 5 JKL 6 MNO

7 PRS 8 TUV 9 WXY

0

X < O

Welcome/Bonjour

4a

4b

4c

1

2

3


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Cardholder Privacy and SecurityPleaserefertotheCardholder PrivacysheetinyourMerchantWelcomeKit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.

TerminalsecurityItistheMerchant’sresponsibilitytosecuretheirterminalandtopreventunauthorizeduse.TheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearetwousersecuritysettings:

No security (Default)

ThissettingdoesnotuseuserIDsandpasswords.Merchantsthatchoosetousenosecuritystillhavetheoptiontosetupastore/manageroverrideIDandpasswordtoaccessareasoftheterminalthathaveamandatoryrequirementforsupervisorpassword.

Security

ThisoptionallowstheusertoenablealoginforsupervisorsandoperatorswithanIDandpasswordorjustIDlogin.Thesupervisorsetuprequiresyoutocreateapassword.

Youcanactivatethisbygoingto /Homekey Control PaneliconLogon Method.

FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:

Force post fraud prevention

Youcannowdisableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalwilleither:

• Passwordprotected—Requestasupervisorormanagertoentertheirpassword.

Call for authorization fraud prevention

Youcanenable/disablecallforauthorizationtransactions.ThedefaultsettingisOFF.

CallforauthorizationSometimes,duetoacommunicationorsecurityissue,atransactioncannotorshouldnotbecompleted.Thistransactionmayrequirethatyoucallforauthorizationtoensurethatthecardisingoodstandingandthatthetransactioncanbecompleted.Seethelistofmessagesandeventsbelowthatwillcauseyoutocallforauthorization.

Whenever Action

…theCALLFORAUTHmessageisseen.(Nocommerrorseen)

1. Don’tattemptthetransactionagain.

2. Callforavoiceauthorizationimmediately.

…theCALLFORAUTHmessageisseen.

(Commerrorseen)

1. Tryagainthetransactionagain.

OR

1. TapOKorcancelandcallforavoiceauthorization.

…thecardnumberonthescreendoesnotmatchthenumberembossedonthecard.

1. Tapcancelandcallforavoiceauthorizationimmediately.

2. RequestaCODE 10authorization.Inthissituation,youmaybedealingwithafraudulentcardandCODE 10willalertthefinancialinstitutiontothispossibility.

Ifyouwanttouseeitherofthesefraudpreventionfeatures,youmustenablethemoneachofyourterminals.Todoso,pleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.

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…thecardholdersignatureonthereceiptdoesnotmatchthesignatureonthereverseofthecard.

1. Callforavoiceauthorization.

2. RequestaCODE 10authorization.Thefinancialinstitutionwillbeabletoadvisewhetherornotthecorrectindividualisusingthecardandhowtoproceed.

…youhaveanydoubtsaboutthevalidityofacardoratransaction.

1. Sameasabove

ImprintersPleasenotethatimprintersareonlyusedforcreditcards.

Whenever Action

…you’reunabletousethecardschiporswipethecardthroughtheterminalduetoaproblemwiththecard’smagstripeoraproblemwiththeterminalsreader.

1. Keyinthetransactionmanually.

2. Takeanimprinteddraftaspertheinstructionsontheterminal.

3. Indicatethetransactiondetailsintheimprintedcopyandstapletheprinterreceipttothesignedcopy.

…yourprinterisnotworking. 1. Takeanimprinteddraftaspertheinstructionsontheterminal.

2. Indicatethetransactiondetailsontheimprintedcopy.

…thesystemisdown,theterminaldoesnotaskforanauthorizationnumberandyoureceiveatelephoneauthorization.

1. Takeanimprinteddraft.

2. Notealltransactiondetailsonthedraft.

3. Callforauthorization.

4. Whenthesystembecomesavailable,enterallmanuallyimprintedtransactionsbygoingto:MainMenuForcePost,thenstapleallprintedtransactionstotheimprintedsalesdraft(s).

TransactionrecordsTheterminalcanstoreupto:

• 10businessdaysofdetailedtransactions

• 45daysoftotals

• 999transactionsperbatchand

• 1500transactionsperbusinessday

StoringcardholderreceiptsMerchantsareresponsibleforretainingallreceiptstorespondtocardholderinquiries.Thefollowingareguidelinesyoushouldusewhenstoringthem.Storereceipts:

• ...inadark,secureareawithlimitedaccessforatleastoneyear.

• ...inenvelopesarrangedbydateinasecuredfilingcabinet.Ifyouhaveseveralterminalsuseaseparateenvelope(s)foreachterminal.

• ...aslongasyouretaincashregistertapesfordirectpaymenttransactions.

• IfTDneedsareceiptcopy,pleasesenditwithineightdaysandretainacopyforyourrecords.

• TheserequiredstorageandresponsetimesareforTDMerchantSolutionsonlyandmayvarybyfinancialinstitution.

Yourreceiptscouldbecomeunreadableifyou:

• storetheminplasticcoatedcontainers

• exposethemtodirectheatorlightsources

Responsibilities 2TD Generation Portal 2 with PINpad Merchant Guide

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Financial TransactionsTheTDGenerationterminalcanperformthefollowingtransactions:

• Purchase

• Purchase(Phone/Mail)

• Forcepost

• Refund

• Void

• Cash*

• Pre-authorization*

• Tab*

• Giftcard*

• Loyaltycard/AirMiles®*

*Theseoptionaltransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

AcceptedcardtypesTheterminalwillacceptwhatevercardsyouindicatedwhenyousignedup.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesrep.

Creditcardpurchase

1. Tapthe /HomekeyPurchase.

2. Enterthetotaldollar amountontheterminalandtapOK.

Split payment (optional)

Ifyouhavesplitpaymentsenabledonyourterminalyouwillfollowthesesteps:

a) Selecthowthepayableamountwillbepaid:SPLITorPAY.IfyouselectPAYthefullamountwillbepaidinonetransaction.GotoTip.

b) EntertheamountofthefirstpaymentandtapOK.

c) Customerconfirmstheamount:back arroworOK.

d) Selectthepaymentstype:Credit / DebitorCash andtap OK.Youmayseemorepaymentmethodsdependingonwhatyouhaveenabledonyourterminal.

e) Customerconfirmstheamount:back arroworOK.

Tip (optional)

Ifyouhavetipsenabledonyourterminalyouwillfollowthesesteps:

a) Customerselects/entersoneofthetipoptionsofferedonscreen.

b) Customerconfirmstheamount:NOorYES.

3. Selectoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry (creditcardonly).

Insert

a) ThecustomerenterstheirPINandpressesOK.Gotostep3.

Dependinghowyouhavesetupyourterminal,youmayberequiredtoenterasupervisorIDandpasswordtoproceedwithanytransaction.

Thistransactionflowisusedforcreditcardpurchaseswherethecreditcardispresent.Ifthepurchaseisviaphoneormail,usethePhone or mail purchase instructions.Ifyouusetheincorrectpurchasetransactionyoucouldincurextracharges.

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Swipe

a) VerifythecardinformationwithwhatisonthescreenandtapOK.Gotostep3.

Contactless

a) Thecustomertapstheircontactless-enabledcreditcardonthePINpad.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep3.

Manual entry (credit card only)

a) Entertheaccount numberonthePINpadandpressOK.

b) Entertheexpiry dateonthePINpadandpressOK.

c) Amanualimprintofthecreditcardisrequired.Doyouwishtocontinue(NOorYES)IfyouselectedNO,thetransactionwillbecancelled.IfyouselectedYES,makeanimprintofthecardandcontinuebelow.

d) EntertheCVD numberontheterminalandtapOK.Thisnumberisgenerallylocatedonthebackofthecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep3.

4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.Ifthecreditcardwasmanuallyenteredorswiped,thecustomermustsignthereceipt.

5. YoucanREPRINTthereceiptorFINISHthetransaction.

• The amount paid by the customer may only be partially authorized depending on the card company. If a partialauthorizationoccurs, thescreenwilldisplaytheamountstilloutstanding.Thetransactionwill thenrequestanotherpaymentmethodforthebalance.

• Ifthepurchasewasforalowamountyoumaybeofferedtheoptiontoprintthereceipt.ThisreceiptthresholdcanbesetbycallingtheTDMerchantSolutionsHelpDeskat1-800-363-1163.

ENTERAMOUNT

RECEIPTS

SWIPE MANUALLY ENTRY(credit card only)

ENTER # and EXP. DATE

ENTER CVD?(optional)

IMPRINT CARD MESSAGE

SELECT PAYMENT METHOD

FINISHED

ENTER PIN

INSERT

DIFFERENT PAYMENT REQUIRED?

CONTACTLESS

YES YES

NO

TIP (optional)

PARTIAL AUTH? (optional)

CREDIT / DEBIT / CASH

RECEIPTS

YES

NO

SPLIT PAYMENT (optional)

Financial Transactions 3TD Generation Portal 2 with PINpad Merchant Guide

- 9 -

Swipe

a) VerifythecardinformationwithwhatisonthescreenandtapOK.Gotostep3.

Contactless

a) Thecustomertapstheircontactless-enabledcreditcardonthePINpad.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep3.

Manual entry (credit card only)



c) Amanualimprintofthecreditcardisrequired.Doyouwishtocontinue(NOorYES)IfyouselectedNO,thetransactionwillbecancelled.IfyouselectedYES,makeanimprintofthecardandcontinuebelow.

d) EntertheCVD numberontheterminalandtapOK.Thisnumberisgenerallylocatedonthebackofthecreditcard.Thisisanoptionalstepdependingonyoursettings.Gotostep3.

4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberorapprovedmessage.Ifthecreditcardwasmanuallyenteredorswiped,thecustomermustsignthereceipt.


• The amount paid by the customer may only be partially authorized depending on the card company. If a partialauthorizationoccurs, thescreenwilldisplaytheamountstilloutstanding.Thetransactionwill thenrequestanotherpaymentmethodforthebalance.

• Ifthepurchasewasforalowamountyoumaybeofferedtheoptiontoprintthereceipt.ThisreceiptthresholdcanbesetbycallingtheTDMerchantSolutionsHelpDeskat1-800-363-1163.

ENTERAMOUNT

RECEIPTS

SWIPE MANUALLY ENTRY(credit card only)

ENTER # and EXP. DATE

ENTER CVD?(optional)

IMPRINT CARD MESSAGE


FINISHED

ENTER PIN

INSERT


CONTACTLESS

YES YES

NO

TIP (optional)

PARTIAL AUTH? (optional)

CREDIT / DEBIT / CASH

RECEIPTS

YES

NO


- 10 -

Debitcardpurchase

1. Tapthe /HomekeyPurchase.

2. Enterthetotal dollar amountandtapOK.

Split payment (optional)

Ifyouhavesplitpaymentsenabledonyourterminalyouwillfollowthesesteps:

a) Selecthowthepayableamountwillbepaid:SPLITorPAY.IfyouselectPAYthefullamountwillbepaidinonetransaction.GotoTip.

b) EntertheamountofthefirstpaymentandtapOK.

c) Customerconfirmstheamount:back arroworOK.

d) Selectthepaymentstype:Credit / DebitorCash andtap OK.YoumayseemorepaymentmethodsdependingonwhatyouhaveenabledonyourPortal2terminal.

e) Customerconfirmstheamount:back arroworOK.

Tip (optional)

Ifyouhavetipenabledonyourterminalyouwillfollowthesesteps:

a) Customerselects/entersoneofthetipoptionsonscreen.

b) Customerconfirmstheamount:NOorYES.

3. Selectoneofthefollowingpaymentmethods:Insert/SwipeorContactless.

Insert / swipe

a) Thecustomerselectstheaccounttouse:CHEQUINGorSAVINGS.

b) ThecustomerenterstheirPINandpressesOK.Gotostep4.

Contactless

a) Thecustomertapstheircontactlessenableddebitcardonthecontactlesscardreader.Insomecasesthecustomermayberequiredtoswipeorinserttheircard.Gotostep4.

Cashback (optional)

Ifyouhavecashbackenabledonyourterminalyouwillfollowthesesteps:

a) Customerconfirmswhethertheywant

ENTERAMOUNT

RECEIPTS


FINISHED

ENTER PIN

INSERT or SWIPE


CONTACTLESS

YES

TIP (optional)


CASHBACK(optional)

NO


- 11 -

cashback:NOorYES.

b) Customerselects/entersoneofthecashbackoptionsonscreen.

c) Customerconfirmstheamount:NOorYES.

4. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumber,orapprovedmessage,andthereceiptsprint.


Phoneormailpurchase

1. Tapthe /HomekeyPhone/MailPurchase.

2. Enterthedollar amountandtapOK.

3. Entertheaccount numberonthePINpadandpressOK.

4. Entertheexpiry dateonthePINpadandpressOK.

5. EntertheCVD numberandtapOK.Thisstepisdependentuponyoursettings.

6. Thescreenshowsthatthetransactioniscompletedwithanauthorizationnumberandthereceiptsprint.


ForcepostpurchaseThisoptionisonlyusedduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.

1. Tapthe /HomekeyForcePostPurchase.

2. Enterthedollar amount andtap OK.

3. ThenentertheauthorizationnumberandtapOK.Pleasenote,authorizationnumberscanincludeletters.

4. Selectoneofthefollowingpaymentmethods:Insert,Swipe,or Manual.

Insert

a) InsertthecardintothePINpad.Gotostep5.

Swipe

a) SwipethecardonthePINpad.Gotostep5.

Manual

a) Entertheaccount number andtapOK.

b) Entertheexpiry dateandtapOK.

c) EntertheCVD numberandtapOK.Gotostep5.

5. Thescreenshowsthatthetransactionisapprovedandthereceiptsprint.


• Theseinstructionsareusedforpurchaseswherethecreditcardisnotpresent.Ifthecardispresentatpurchase,seeCredit cardpurchase.Ifyouusetheincorrectpurchasetransactionyoucouldincurextracharges.

• Therearerisksperformingtransactionswhenthecreditcardisnotpresent.Ensurethatyouperformalloftheavailablesecuritychecksforphone/mailpurchases.

Before you perform this transaction you must call the TD Merchant Solutions Help Desk at 1-800-363-1163 and receive anauthorizationnumber.

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VoidThisoptionrecallsatransactionsothatyoucanvoidit.Thefollowinginstructionscanaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionsmadepriortothedaycloseandyoumustdoarefund,notavoid.

1. Tapthe /HomekeyVoid.

Credit Card

a) Enterthetrace #fromthereceiptofthetransactiontobevoidedandtap OK.

b) Confirmthatthetransactionistobecancelled(NOorYES).

c) Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.

d) YoucanREPRINTthereceiptorFINISHthetransaction.

Debit Card

a) Enterthetrace #fromthereceiptofthetransactiontobevoidedandtap OK.

b) Confirmthatthetransactionistobecancelled(NOorYES).

c) Customerinsertstheircard,enterstheirPINandpressesOK.

d) Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.

e) YoucanREPRINTthereceiptorFINISHthetransaction.

TransactionrecallThisoptionrecallsatransactionsothatyoucanview,voidorcomplete/closeitifitisapre-authorizationortab.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucannotrecalltransactionspriortothedayclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

1. Tapthe /HomekeyTransactionRecall.

2. Selectoneofthefollowing:

Recall by trace #

a) Thisonlyrecallsthetransactionconnectedtothetrace#intheopenbatch.

b) Enterthe trace number thatyouwanttorecallandtap OK.Gotostep4.

Recall all

Thisrecallsthedetailsalloftransactionsintheopenbatch.

a) Alistofalltransactionscurrentlyavailableontheterminalappear.Gotostep3.

Recall by amount

Thisrecallsanytransactionfortheentereddollaramountintheopenbatch.

a) Enterthedollar amountandtapOK.Gotostep3.

Recall by account #

Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.

a) SwipeorManually enter thecard.Gotostep3.

Recall by invoice #

Thisrecallsthetransactionfortheenteredinvoicenumber.

a) EntertheinvoicenumberthatyouwanttorecallandtapOK.Gotostep3.


- 13 -

3. Iftherearemultipletransactions,scrolltothedesiredoneandtapOK.

4. SelectVoidtocancelthetransactionorselectCompletiontocloseapre-authorization.Tapcanceltoleavethisscreenwithoutmakingaselection.

RefundPerformarefundtransactionwhenareimbursementmustbeperformedforthecustomer.

1. Tapthe /HomekeyRefund.

2. Enterthedollar amountandtap OK.

3. Selectoneofthefollowingpaymentmethods:Insert / Swipe, ContactlessorManual Entry (creditcardonly).

Insert / swipe credit or debit card

a) Thecustomerinserts or swipestheircard.Gotostep4.

Contactless credit or debit card

a) Thecustomertapstheircontactless-enabledcardonthescreen.Gotostep4.

Manual credit card



c) Isthisrefundforaphone / mail purchase(NOorYES)?IfyouselectedNO,continuebelow.IfyouselectedYESgottostep3.

d) Amanualimprintofthecreditcardisrequired.Doyouwishtocontinue(NOorYES)?IfyouselectedNO,thetransactionwillbecancelled.IfyouselectedYES,makeanimprintofthecardandgotostep3.

4. Thescreenshowsthatthetransactioniscompletedwithanapprovedmessageandthereceiptsprint.

5. YoucanREPRINTthereceiptorFINISHtocompletetherefund.

ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Therearesomepointsofimportant information youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.

Reprinting receipts

1. Tapthe /HomekeyReprintandselectoneofthefollowing:

Last Receipt

a) Confirmthatyouwanttoreprintthelastreceipt(NOorYES).

b) ThemostrecentreceiptwillreprintwiththewordDUPLICATEonit.

Past Receipt

a) Swipethecardthatthetransactionwasperformedon.Anytransactionsthatweredoneontheterminalbytheswipedcardwillappearonthescreen.

b) Selectthe transactionthatyouwanttoreprintthereceiptforandtapOK.

c) SelectPRINTifthisisthecorrecttransaction.

d) TheselectedreceiptwillreprintwiththewordDUPLICATEonit.

Debitrefundsaredisabledbydefault.IfyouwishtoactivatedebitrefundsonyourterminalpleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.

- 14 -

Transaction type

C Onlinechipcardtransaction RF Contactlesstransaction

CN ChipcardNoSignatureRequiredtransaction S Swipedmagcardtransaction

CO Off-linechipcardtransaction SC Swipedchipcardfallbacktransaction

M Manuallyenteredmagcardtransaction SN SwipedNoSignatureRequiredtransaction

MC Manuallyenteredfallbackofachipcardtransaction

Card type

AM AmericanExpress MD MasterCardDebit

DP Debit PV VisaDebit

DS Discover/Diners RC RCS

JC JCB UP UnionPay*

MC MasterCard VI Visa

Important information

Trace # Thetracenumberassociatedwiththetransaction

Inv # Theinvoicenumberassociatedwiththetransaction.

Auth # Theauthorizationnumber associatedwiththetransaction

Receipt examples

Credit Card Debit Card

Theinformationthatyouwillusethemostisnotedonthereceiptsbelow.

Merchant NameAddress, Postal Code

City, Province2000000

N10000000205

**** PURCHASE ****

12-21-2015Acct # 452001****5097Exp Date 10/19Name: John Q Public A00000000003101001

Trace # 6 Inv. # 5 Auth # 75612 RRN 001006006TVR 000000000000TST F800TC 0E19785C8DAA97AC

Total $50.00

(00) APPROVED THANK YOU

Retain this copy for your recordsMerchant Copy

Receipt BannerReceipt Banner

12:29:12C

Card Type VI

VISA CREDIT

Merchant NameAddress, Postal Code

City, Province2000000

N10000000205

**** PURCHASE ****

12-21-2015Acct # 452001****5097Account ChequingA00000000003101001

Trace # 9 Inv. # 3 Auth # 75612 RRN 001006006 F800

Total $50.00

(00) APPROVED THANK YOU

Retain this copy for your recordsMerchant Copy

Receipt BannerReceipt Banner

12:29:12C

Card Type DPINTERAC


- 15 -

Important information

Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.

Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDeclined.

BusinessDayFunctionsDependingonthelogonmethod,itmaybeassimpleasauserperformingtransactionstoenteringalogonIDandpassword.

Performing day close

Youhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.

Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:

• Sendsanystoredtransactions(SAFs).

• Closesallopenbatches.

• Printsselectedreports.

• Checksformail,anddownloads.

• Downloadsavailableupdates.

• Startsanewbusinessdayontheterminalbyopeninganewbatch.

1. Tapthe /HomekeyDayClose.

2. Confirmthatyouwanttocloseyourbusinessday: NOorYES.Oncetheprocessisstartedensurethattheterminalisnotuseduntilthedaycloseiscompleted.

3. Selectyourreportdeliverymethod(DISPLAYorPRINT).Dependingonhowyouhavesetupyourdayclose,certainreportswillprint.

4. WhenitiscompletedyouwillseetheBusiness Day Closed message.

Customizing the day close report

ThefollowingreportscanbeenabledordisabledforautomaticprintingduringtheDay Closetransaction.Todothis,youmustcontacttheTDMerchantSolutionsHelpDeskat1-800-363-1163.

Option Setting Provides.. .Host Balancing Report Enabled/Disabled ...theHostandTerminalnetamounts,transactioncountsandthe

differencebetweentheterminalandthehostforthecurrentbatch.

Terminal Details Report Enabled/Disabled ...transactionrecords’detailspercardtypeforthecurrentbusinessday.

Operator Detail Report Enabled/Disabled ...transactiondetailspercardtypeandforindividualoperators.

Terminal Balancing Report Enabled/Disabled ...sales,returnsandnettotalspercardtypeforthecurrentbusinessday.

Operator Balancing Report Enabled/Disabled ...sales,returnsandnettotalspercardtypeforthecurrentbusinessdayforindividualoperator.

Tip Totals Report Enabled/Disabled ...tiptotalsperoperatorIDforthecurrentbusinessday.

Cashback Totals Report Enabled/Disabled ...theterminal’scashbacktotalamountforthecurrentbusinessday.

Adaycloseisautomaticallyperformedonyourterminaleverythreetofivebusinessdaysifoneisn’tperformedsoonerbyyou.

- 16 -

Option Setting Provides.. .TD Discount Report Enabled/Disabled ...theterminal’stotalTDdiscountamountforthecurrentbusinessday.

Reprinting the day close report

1. Tapthe /HomekeyReprintDayCloseReport.

2. Confirmthatthisiscorrect:NOorYES.

3. Thedayclosereportreprints.

Reporting 4TD Generation Portal 2 with PINpad Merchant Guide

- 17 -

ReportingTapthe /HomekeyFinancialReportsandselectareportgroup.

Businessdayreports

Report Instructions Provides...TerminalDetail DISPLAYorPRINTyourreport. ...transactiondetailsbycardtypeforthecurrent

businessday.

TerminalBalancing DISPLAYorPRINTyourreport. ...transactiontotalsbycardtypeforthecurrentbusinessday.

BusinessDaySubtotals

DISPLAYorPRINTyourreport. ...transactiontotalsbycardtypeforthecurrentbusinessday.Theisreportcanberunwithoutclosingyourbusinessday.

OperatorDetail SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.

...transactiondetailsbycardtypeforthecurrentbusinessdaybyoperatorID.

OperatorBalancing SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.DISPLAYorPRINTyourreport.

...transactiontotalsbycardtypeforthecurrentbusinessdaybyoperatorID.

OutstandingSAF DISPLAYorPRINTyourreport. ...allstoredtransactiondetailsthathavenotbeensentforsettlement.

Batchreports

Report Actions Provides...TransactionDetails Selectwhichbatchyouwanttoreview(PREVor

CURRENT).DISPLAYorPRINTyourreport.

...transactiondetailsbycardtypeandforcurrentorpreviousbatch.

Totals Selectwhichbatchyouwanttoreview(PREVorCURRENT).DISPLAYorPRINTyourreport.

...transactiontotalsbycardtypeandforcurrentorpreviousbatch.

CustomizedreportsThesereportsareforalltransactionsperformedforthebusinessdayscurrentlystoredintheterminal.Thesereportscanonlybeaccessedbysupervisorsormanagers.Thefollowingchartshowswhateachreportdisplays.

Report Actions Provides. . .Transaction Details SelectwhetherthereportisforanindividualID

(Operator ID),ortapthe0keyforallIDs,andtapOK.

Enterthestart dateandend date.

DISPLAYorPRINTyourreport.

...transactiondetailsbycardtypeforamaximumof10businessdays

Totals SelectwhetherthereportisforanindividualID(Operator ID),ortapthe0keyforallIDs,andtapOK.

Enterthestart dateandend date.

DISPLAYorPRINTyourreport.

...transactiondetailsbycardtypeandtransactiontypeforamaximumof45businessdays

Add customized re-ports

- 18 -

Administration and Configuration 5TD Generation Portal 2 with PINpad Merchant Guide

- 19 -

Administration and ConfigurationTheTDGenerationwithPINpadoffersyounumerousoptionstopersonalizetheterminalwhilehelpingyoutoadministeryourbusiness.Standardadministrationfeaturesare:

• UserManagement(creating,editing,deletingandunlockinglockeduserIDs)

• ParameterUpdates(updatingyoursettingsontheterminaltoreflectnewinformationsuchasnewacceptedpaymenttypes)

• Communications(changestoyourterminal’scommunicationmethod)

• TrainingMode(enable/disablethissettingtosafelytrainnewemployeeshowtousetheterminal)

• Receipts(changestohowandwhentheyareprinted)

AdministeringtheterminalByutilizingusertypes,youcanhelpsecureyourterminalfromfraudulenttransactionsandallowscertainadvancedfunctionalitytotrustedemployees.Listedbelowaretheusertypesavailabletoyouandwhatfunctionalityisavailabletothem.

User Type Capabilities Special Notes

Supervisor • Canperformnormaltransactions

• CansetupoperatorIDs

• ConsistsofanID,passwordanusername

• Amaximumof100operatorsareallowedperterminal

Operator • Canperformnormaleverydayfinancialtransactions

• ConsistsofanID,passwordanusername

• Amaximumof100operatorsareallowedperterminal

Login requirements for terminal functions

ThisoptionallowsyoutodeterminewhichfunctionsrequireasupervisortoentertheirloginIDandpassword.FunctionswillonlyappearintheoptionlistiftheycanbeIDandpasswordprotected.Thesamestepsareusedtodisableuseridandpasswordrequirements.

Pleaseseethefollowinglistofavailablefunctionsandreports:

Function Settings Explanation

Batch Reports

Business Day Reports

Customized Reports

End of Day

Force Post

Gift Card Reports

Manual Account Number Entry

On/Off Enables/disablessupervisorprotectiononthisfunction.

• Supervisoristhehighestlevelthatcanbegrantedandhasaccesstovariousadministrationfunctionssobeawareofwhoyougrantthisaccessto.

PleasecalltheHelpDesktohavethisfeatureenabled(1-800-363-1163)requestthesetobeenabled.

- 20 -

Usermanagement

Add user

UsethisoptiontocreateauniqueuserIDforthemwiththeappropriatelevelofaccesstoterminalfeatures.

1. Tapthe /Homekey /Control PaneliconUserManagementAddUser.

2. Enterthenewuser nameandtapOK.Thiscanbe13charactersinlength.

3. Enterthenewuser IDandtapOK.Thisuniquenumbercanbeuptofivedigitsinlength.

4. Enterthenew passwordandtapOK.Thiscanbeuptosevendigitsinlength.

5. Re-enterthenew passwordandtapOK.

6. Selecttheauthoritylevelforthisuser:OperatororSupervisor.

7. Thenewuserisaddedtotheterminal.

Change password

Thisoptionallowsyoutochangeanexistingpasswordforsecurityorpersonalreasons.Itrequiresahigherlevelusertochangeit.Forexample,itwouldtakeasupervisortochangeasupervisororoperator’spassword.

1. Tapthe /Homekey /Control PaneliconUserManagementChangePassword.

2. EntertheIDthatyouwanttochangethepasswordforandtapOK.

3. Entertheold passwordandtapOK.

4. Enterthenew passwordandtapOK.Passwordsuptosevendigitsinlength.

5. Re-enterthenew passwordandtapOK.

6. Thepasswordisnowchanged.

Remove user

Thisoptionallowsyoutodeleteanexistinguser.

1. Tapthe /Homekey /Control PaneliconUserManagementRemoveUser.

2. SelecttheuserthatyouwanttodeleteandtapOK.OnlyaSupervisorcandeleteauserfromtheterminal.Youcannotdeletetheuserthatisloggedintothisterminal.

3. Confirmthatyouwanttodeletetheuser(NOorYES).

4. TheuserIDisnowremoved.

User list

ThisoptioncreatesareportthatcontainstheuserIDdetailswiththeoptiontoprintthem.

1. Tapthe /Homekey /Control PaneliconUserManagementUserList.

2. Displaythelistonthescreenorprintit(DISPLAYorPRINT).

3. Theuserlistreporteitherdisplaysorprints.EachuserwillbelistedbyuserID,usernameandlevel.

LogonmethodThisoptionallowsyoutodeterminewhetheralogonisrequiredtoaccesstheterminal.

1. Tapthe /Homekey /Control PaneliconLogonMethod.

2. Taponeofthefollowingoptions:ID And Password (mostsecure), ID Only or No Logon (leastsecure).

3. Thescreenwilldisplaywhatmethodthatyouselectedandconfirmthechange.


- 21 -

Downloads

Parameter download

ThisoptiondownloadsparametersfromtheTDHostsfortheoperationoftheterminal.Note:Thisfunctionisautomaticallyperformedduringthedaycloseprocess.Belowiswhatsortofinformationiscontainedbyeachhostdownload.

Host 1 Params.DL

Usethisoptionifyouwanttoupdateanythingdealingwithfinancialinformationsuchascardtypes,transactiontypes.

Host 2 Params.DL

Usethisoptionifyouwanttoupdateanythingdealingwithnon-financialinformationsuchasterminalsettings.

1. Tapthe /Homekey /Control PaneliconParameterDownload.

2. Selectwhichtypeofdownloadyouwanttodo:Host 1 Parameters or Host 2 Parameters.

Host 1 Parameters

a) Confirmthatyouwanttostartthedownload:NOorYES.

b) TheterminalbeginsthedownloadandcontinuesrunninguntilParameter Download Completedappearsonthescreen.Gotostep3.

Host 2 Parameters

a) Selectwhattypeofdownloadthisis(FULLorPARTIAL).

b) Theterminalbeginsthedownload.ItwillshowapercentagecompletecounteruntilcompletewhenitshowsthemessageHost 2 Download Completed.

c) Yourterminalwillautomaticallyreboot.Gotostep3.

3. Yourterminalstartsupandtheparameterdownloadiscomplete.

Software download

ThisfunctionallowstheterminaltodownloadanewsoftwareapplicationfromtheTDremotehostwithouttheneedforatechnicianonsite.

1. Tapthe /Homekey /Control PaneliconSoftwareDownload.

2. TapCONTINUEtoproceed.

3. Thedownloadiscompleteandyourterminalwillautomaticallyreboot.

Configuration reports

Usethisreporttoprintareportofallyourconfigurationsettings.

1. Tapthe /Homekey /Control PaneliconConfigurationReport.

2. Selectandautomaticallyprintoneofthefollowingreports:

Full:Performsafulldownloadwhichtakeslongerthanapartial.Partial:OnlypullsdowninformationchangedbyHelpDesk.

• Thedevicemustremainpoweredonforthefullprocess.

• Youmustcloseyourbusinessdayontheterminalbeforedownloadingsoftware.

• Asoftwaredownloadcanalsobeinitiatedviaanotification.Inthiscase,thesoftwaremaybedownloadedinthebackgroundwithinadefinedtimewindow(scheduleddownload).

• Asoftwaredownloadmustbedoneseparatelyforeachterminal.

Thesereportscanbelargesoprintthematyourowndiscretion.

- 22 -

Merchant reports

Youcanprintthesereportstocomparesettingsbetweenyourdifferentterminals.• Communications–Areportwillprintwithallofyourcommunicationsettings.Seepage22formore

oncommunicationsettings.• Host 1 Settings–AreportwillprintwithallofyourHost1settingsandtheirvalues.Seepage21for

moreonHost1settings.• Host 2 Settings–AreportwillprintwithallofyourHost2settingsandtheirvalues.Seepage

21formoreonHost2settings.

Help Desk Reports

ThefollowingreportsaregenerallyonlyprintedwhenrequestedbytheHelpDesk.• Card BIN Ranges –AreportwillprintwithallofyourBINrangesacceptedontheterminal.

• EMV Parameters–YouwouldselectAll,ContactorContactlessEMVparametersandareportwillprintwithallofthevaluesfortheselectedprofile.

• EMV Public Keys–YouwouldselectanEMVprofileandareportwillprintwithallofyourEMVvaluesfortheprofile.

CommunicationsUsetheseoptionstochangecommunicationsettingsonyourterminal.

Communications

Usethisoptiontochangethecommunicationsbetweendirectdial-upandEthernet.

1. Tapthe /Homekey /Control PaneliconCommunicationsConnectionTypeSetup.

2. Selectthedesiredoption:Direct Dial-uporHigh-Speed Internet.DirectDial-upusesyourphonelinewhileHigh-SpeedInternetusesyourDSLorcableinternetconnectionviaarouter.

Thenewcommunicationmodeisnowactiveandscreensrequestinginformationwillnowappearbasedonyourselection.

Direct Dial-up

a) EntertheHost 2 Phone #andtapOK.

b) Enterthedialing prefixandtapOK.

c) Gotostep3.

High Speed Internet

a) Selectthedesiredoption:STATIC IPorDHCP.IfitisSTATICIP,proceedtostepb.IfitisDHCP,gotostep3.

b) EntertheTerminal IP AddressandtapOK.

c) EntertheTerminal Subnet MaskandtapOK.

d) EntertheTerminal Default GatewayandtapOK.

e) EntertheTerminal DNSandtapOK.

f) Gotostep3.

3. Yourcommunicationsarenowupdated.

ThisoptionisonlyusedwhencallingintoHelpDeskortoensurethatallyourterminalshavethesamesettings.

YoumustenteravalidsupervisorIDandpasswordtoaccessthisoption.


- 23 -

GeneraloptionsUsetheseoptionstoconfigureyourterminal’svolume,brightnessandothersettings.

Training mode

Thisoptionallowsasupervisortosigninandtrainanotheruseronthefunctionsoftheterminalwithoutimpactinganylivetransactionsortotalsontheterminal.Whenintrainingmode:

1. Tapthe /Homekey /Control PaneliconTrainingMode.

2. Enterorexittrainingmode:NO orYES.

3. Trainingmodeisnowenabled/disableddependinguponyourselection.YouwillreturntotheIdlescreenandseethewordTraining.Performthesestepsagainwhenyouwishtoleavetrainingmode.

Date / Time sync

ThisoptioncorrectsthedateandtimeontheterminalbycommunicatingwiththeTDhost.

1. Tapthe /Homekey /Control PaneliconDate/TimeSync.

2. Theterminalcreatesaconnectiontotheserverandsyncsdateandtimeinformation.

Terminal volume

Thisoptionallowsyoutoincreaseordecreasetheterminalspeakervolume.

1. Tapthe /Terminal Volumeicon.

2. DragthevolumebartothedesiredlevelandtapTEST.

3. Whenyou’resatisfiedtap /back arrowtoexit.

Terminal brightness

Thisoptionallowsyoudeterminehowbrightyourterminaldisplayis.

1. Tapthe /Brightness Levelicon.

2. Tap-or+toadjustthePINpadvolumebyonelevel(1through5).

3. Whenyou’resatisfiedtap /back arrow toexit.

Priority mail

Prioritymailisusedtosendimportantinformationtothemerchantandshouldbecheckeddaily.Ifthereisanymailwaitingforyou,therewillbeanenvelopeiconinthetopofthescreen.

1. Tapthe /Envelopeicon.

2. Selectoneofthefollowingoptions:Check Mail,Read Messages,Delete MessagesorDelete All Messages.

a) Check Mail–Allowsausertodownloadmailfromthemailserver.

b) Read Messages–Allowstheusertoreadmessagesdownloadedfromthemailserver.

c) Delete Inbox Messages–Allowsasupervisortodeleteasinglemessagefromtheinbox.Oncedeletedtheycannotberetrieved.

d) Delete All Messages –Allowsasupervisortodeleteallmessagesintheinbox.Oncedeletedtheycannotberetrieved.

• ThescreenwilldisplaythewordDEMO.

• ReceiptsandreportswillbelabelledwithaTrainingModebanner.

• Youwillbeunabletomakeconfigurationchanges,

• Youwillbeunabletoperformchipcardtransactions,

- 24 -

PINpad volume

ThisoptionallowsyoutoincreaseordecreasethePINpadspeakervolume.

1. Pressthe /Speaker Volume button.

2. Select-or+toadjustthePINpadvolumeby10%.

3. Whenyou’resatisfiedwiththenewvolumelevelpresscanceltoexit.

Language

ThisoptionallowsasupervisortochangethelanguageofaterminaltoEnglishorFrench.

1. Tapthe /Homekey /Control PaneliconLanguage.

2. Tapthedesiredlanguage:EnglishorFrançais.

3. Theterminallanguagehasnowbeensettoyourselection.

Voice prompts

Theterminalhastheabilitytoverballyprovidecertainaudiblepromptsforthecustomer.Thefollowingvoicepromptsareavailable:Present card,Transaction completed,Remove cardandThank you for your business.

ReceiptoptionsUsetheseoptionstoconfigureyourreceipts.

Receipt banner

Thisoptionallowsyoutoaddashortsloganoradvertisingtothebottomofallreceiptsprintedfromaterminal.

1. Tapthe /Homekey /Control PaneliconReceiptBanner.

2. Enablethereceiptbanner:NOorYES.

3. Enterthenumberoflinestoprintonthereceipt(0 – 9)andtapOK.Ifyousetittozeroitwilldisablethereceiptbanner.

4. Selectthefont sizeforthedisplayedline(SINGLEorDOUBLE).

5. Singlesizecanhave26characterstoalineanddoublewillallow20characters.

6. EnterthetextforthedisplayedlineandwhenfinishedpressOK.

7. IfyoupressOKwithoutenteringanything,thelinewillbeleftblank.

8. Gotostep4foreachlineinyourreceiptbanner.WhenyoutapOKafterthefinalline,yourchangesaresavedandwillbeappliedtoallfuturereceipts.

Reset invoice #

Usethisoptiontoresetyourinvoicenumberto1.Thiswillbereflectedontheprintedreceipts.

1. Tapthe /Homekey /Control PaneliconResetInvoice#.

YoumustcalltheHelpDesk(1-800-363-1163)torequestthatthevoicepromptsbeenabled.

• Thereceiptbannermustbeaddedtoeachterminalthatyouwanttouseiton.

• Themorelinesyouaddtothebanner,themorepaperwillbeusedwhenyouprintareceipt.Ifyouprintalargenumberofreceiptsdaily,yourpaperusagemaybesignificantlyhigherthanwhatyou’reaccustomedto.

• It’syourresponsibilitytoensurethatthecontentofanybannermessagecomplieswithallapplicablelaws.Byusingthisfeature,youagreethatyouaresolelyresponsibleforanyadvertisingmessagesdisplayedontheterminal.


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2. Confirmyouwanttoresettheinvoicenumberto1:NOorYES.

3. Theinvoicenumberisnowresetto1.

Reprint last receipt

Thisoptionisusedtoreprintthelastmerchantorcustomerreceiptbeforeanothertransactionisprocessed.

1. Tapthe /HomekeyReprintLastReceipt.

2. Thelastreceiptreprints.

Reprint older receipt

Thisoptionisusedtoreprintareceiptprintedbeforethelastreceiptsincethelastendofdayclose.

1. Tapthe /HomekeyReprintPastReceipt.

2. SwipethecardthatwasusedforthetransactionortapManualandmanuallyentertheaccountnumber.

3. Scrolltothedesiredtransaction(ifthereismorethanone)andtapPRINT.

4. Theselectedreceiptreprints.ThereceiptwillbeamerchantcopywiththewordREPRINTdisplayed.

Functionsenabled/disabledbyTDMerchantSolutionsThefollowingsettingsareavailable,butyoumustcalltheTDMerchantSolutionsHelpDesktoenable/disablethem.

Function Settings ActionAuto Logoff Timer Enabled/Disabled Callintochange.

Cashback Prompt Enabled/Disabled Callintochange.

Cashback Type PresetMerchantEntered

Callintochange.

Declined Credit Receipt Print/Don’tPrint Callintochange.

Invoice Number On/Off Callintochange.

Invoice Entry Method Automatic/Manual Callintochange.

Maximum Cash back Amount EnterValue Callintochange.

NSR Merchant Receipt NeverPrintPrintwithCustomercopyAlwaysprint

Callintochange.

Preset Cashback 1 EnterValue Callintochange.



Purchase with Tip On/Off Callintochange.

Receipt Banner On/Off Callinordoityourself.

IfyoudoityourselfyourchangeswillbeoverwrittenafteraHost2download.

Receipt Order MerchantCopyFirstCustomerCopyFirst

Callintochange.

Tip Prompt Enabled/Disabled Callintochange.

Tip Type Preset/MerchantEntered Callin.

Youcannotresettheinvoicenumberwithanopenbatch.Closetheexistingbatchandthenresettheinvoicenumber.

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Troubleshooting 6TD Generation Portal 2 with PINpad Merchant Guide

- 27 -

Troubleshooting“A” Error Codes Explanation Action Required Already In Training Mode TheusertriedtoenterTrainingmode

whentheywerealreadyinit.EitherproceedwithTrainingModeorrepeatthestepsandexitTrainingMode.

Amount $0.00 Not Allowed

Anamounthigherthan0.00mustbeentered.

PleaseenteranewamountandpressOK.

“B” Error Codes Explanation Action Required Bad Communication Terminaldetectedacommunication

failureafterthetransactionisinitiated.Checkyourconnectionsandretrythetransaction.VerifythatyourInternetconnectionorphonelineisworking.IftheproblempersistscontacttheHelpDesk.

Bad Communication Press CANC key And Try Again

Terminaldetectedacommunicationfailureafterthetransactionwasinitiated.

Presscancelandtryagain.

Batch Cannot Be Closed With Open Pre-Auths

TheterminalisconfiguredsothatPre-authorizedTransactionsmustbecompletedbeforeaBatchClosecanbeperformed.

PleasecompleteallopenPre-Authtransactions,thenclosethebatch.

Batch Cannot Be Closed With Open Tabs

TheterminalisconfiguredsothatOpenTabsmustbecompletedbeforeaBatchClosecanbeperformed.

PleasecompleteallopenTabtransactions,thenclosethebatch.

Business Day Full Close Business Day Now

Theterminalhasreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabusinessday.

ADayClosemustbeprocessedtoallowtheterminaltocontinueprocessing.

OncethismessageisdisplayedonlyadministrativetransactionsandPre-authcompletions/CloseTabtransactionscanbeperformed.

“C” Error Codes Explanation Action Required Cannot Reset Invoice # to 1 When Set to Manual

Theterminalhasinvoicenumberentrysettomanualentry,andthisoptionisnotallowedinthismode.

PleasecontacttheHelpDeskifyouwishtochangetheentrymodetoautomatic.

Card Error Please Try Again

Theterminalfailedtoreadthechipontheinsertedcard.

Removethecardandtryreinsertingit,ensuringthatitisenteredcorrectly.

Iftheproblempersists,pleaseaskthecardholderforanotherformofpayment.

Card Error Please Try Again


Removethecardandtryinsertingitagain.

Card Error Use Magnetic Stripe


Removethecardfromthechipreaderandswipeitthroughthemagneticstripreader.

- 28 -

“C” Error Codes Explanation Action Required Card Removed Too Soon Try Again

Thechipcardwasremovedfromtheterminalbeforethetransactionwascompleted.

Processthetransactionagain,whileinstructingthecardholdernottoremovethecarduntilinstructedbytheterminal.

Cashback Amount Exceeds Limit

Thecashbackamountenteredexceedsthemaximumallowedforthisterminal.

Pleaseenteranotheramountwithinthecashbacklimit.

Check Printer Theprinterisnotreadyforprinting. Verifythattheprinterhaspaperandthatthecoverisclosedproperly.

Close Batch Failed End Of Business Day Not Complete

TheterminalfailedtocompleteaBatchClosetransactionduringtheDayClose.

RetrytheDayClosetransaction.

IftheproblempersistspleasecontacttheHelpDesk.

Close Batch Soon Theterminalhasalmostreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabatch.

ABatchClosemustbeprocessedbeforethenext20transactionstoallowtheterminaltocontinueprocessing.

Close Business Day Soon Theterminalhasalmostreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabusinessday.

OR

TheDayClosetransactionhasreachedthemaximumnumberofdaysthatitcanbeleftopen.

ADayClosemustbeprocessedassoonaspossibletoallowtheterminaltocontinueprocessing.

Customer to Insert Chip Card

Thecardholderattemptedtoswipeachipcardontheterminal.

Pleaseinsertthecardintothechipreaderontheterminal.

“D” Error Codes Explanation Action Required Download Host 1 Parameter First

TheterminalrequiresaHost1ParameterDownloadtobeperformed.

DownloadtheHost1Parameter.

Download Full Host 2 Params First

TheterminalrequiresafullHost2ParameterDownloadtobeperformed.

DownloadtheHost2Parameter.

“E” Error Codes Explanation Action Required End of Business Day Already Completed

TheDayClosetransactionhasalreadybeencompletedsuccessfully.

--

End of Day Process Cancelled

TheDayClosetransactionwascancelled. --

“F” Error Codes Explanation Action Required Faulty Card Thecardwasswipedtooslowly. Tryswipingthecardfaster.

Function Not Allowed Thefunctionselectedisnotsetupforthisterminal.

Ifyourequirethefunction,pleasecontacttheHelpDesk.


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“H” Error Codes Explanation Action Required Host 1 Download Not Completed

TheterminalattemptedaHost1Downloadanditwassuccessful.

TrytheHost1Downloadagain.

Iftheproblempersists,pleasecontacttheHelpDesk.

Host 2 Download Not Completed

TheterminalattemptedaHost2Downloadanditwasnotcompletedsuccessfully.

TrytheHost2Downloadagain.

Iftheproblempersists,pleasecontacttheHelpDesk.

“I” Error Codes Explanation Action Required ID Already Exists TheIDenteredalreadyexistsonthe

terminal.PleaseenteranotherID.

ID Table Empty TherearenoIDsdefinedintheterminal.

--

Inbox Empty TherearenomessagesintheMailInbox. --

Input Must Be At Least 1 Character Nodatawasenteredinarequiredfield. Pleaseenteratleast1character.

Input Must Be At Least 3 Characters

Lessthan3characterswereentered. Pleaseenteratleast3characters.

Input Must Be At Least 9 Characters

Lessthan9characterswereentered. Pleaseenteratleast9characters.

Input Must Be Greater Than Zero

Valueenteredmustbegreaterthanzero. Pleaseenteravaluegreaterthanzero.

Input Not In Valid Range

Thedataenteredwasnotwithintherequiredvalues.

Pleasereenterthedata.

Internal Error Call Help Desk AAAAAAAAAAAAA NNNNNNNNNNNNN CCCCCCCCCCCCC

Theterminalhasencounteredafatalerror.

AAstandsforcomponentnameNNstandsforapplicationinformationCCstandsforerrorcode

PleasecontacttheHelpDeskandprovidetheinformationonthescreen.

Invalid Account # Thecardusedfailedasecuritycheckorthecardnumberlengthisinvalidforthecardtype.

Enterthecardagain,iftheproblempersistsaskthecardholderforanotherformofpayment.

Invalid Date Thedateenteredontheterminalisnotvalidoroccursinthefuture.

Pleaseenteravaliddate.

Invalid Expiry Date Theexpirydateonthecardisinvalid. Pleaseenteravalidexpirydate.

OR

Askthecustomerforadifferentcard.

Invalid ID TheuserIDwasnotfoundontheterminal. EnteravalidID.

Invalid ID / Password TheID/Passwordcombinationentereddoesnotmatchanyintheterminal’srecord.

Re-enterortryanotherID/password.

Invalid Password ThepasswordisnotvalidfortheUserIDentered.

Re-enterthepasswordortryanotherID.

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“I” Error Codes Explanation Action Required Invalid Time Thetimeenteredisnotvalid. Pleaseenteravalidtime.

Invoice Tab First TheCloseTabtransactionhasbeenattemptedonaTabthathasn’tbeeninvoiced.

ProcessanInvoiceTabtransactionfortheinvoicenumberentered.

“M” Error Codes Explanation Action Required Maximum # of Entries Reached

ThemaximumnumberofUserIDs(100)hasbeenreached.

ToenteradditionalIDs,someIDswillhavetobedeleted.

“N” Error Codes Explanation Action Required No Match Amatchcannotbefoundforthedata

enteredorselected.Pleaseretryorenternewdata.

No Response From Host Terminaltimesoutthehostresponse. Tapthecancelkeyandtryagain.IftheproblempersistscontacttheHelpDesk.

No Transactions Found Atransactioncannotbefoundwiththecriteriaentered.

Pleaseenternewdata.

Not Accepted Thecardtypeenteredisnotsupportedonthisterminal.

Pleaseselectanothercard.

Not Accepted Use Magnetic Stripe

Thecardwasinserted,buttheterminaldoesnothavethecardtypedefinedforchip.

Swipethecardontheterminal.

Ifthecardtypeissupposedtobesetupforchip,pleasecontacttheHelpDesk.

Not Allowed Thetransactionselectedisnotsetupforthisterminaloritisnotallowedwiththecardbeingused.

Tryanothercardtype.

Ifthetransactionissupposedtobesetupfortheterminal,pleasecontacttheHelpDesk.

Not Allowed To Reset Inv# with Open Batch

Anattemptwasmadetoresettheinvoicenumber,howeverthebatchwasopen.

PleaseclosethebatchandthenResettheInvoice#.

Not Allowed With Trans Outstanding

Afunctioncannotberunifthereareanytransactionsoutstanding(pre-auth,transactionsintheopenbatch,etc.).

Pleaseprocesstheoutstandingtransactionsthentrythefunctionagain.

Not Available Theitemrequestedisnotavailable. Pleasemakeanotherselection.

Not Completed Theattemptedtransactionorfunctiondidnotcompletesuccessfully.

Re-attemptthetransactionorfunction.IftheproblempersistspleasecontacttheHelpDesk.

Number Not In The Range 1 – 9

Theinput#doesnotfallintherangeofprintlinesallowedforthereceiptbanner.

Pleaseenteravalidnumber.

Number Not In The Range 1 — 65535

Theenteredhostportnumberisnotinavalidrange.

Pleaseenteravalidnumber.

Not In Training Mode

Iftheuserisnotintrainingmodeandtriestoexitit.

--


- 31 -

“P” Error Codes Explanation Action Required Passwords Do Not Match Thepasswordconfirmationdoesnot

matchtheoriginalpasswordentered.Pleasere-enterthepasswordconfirmation.

PINpad Has Been Replaced! Host 1 Parameter Download Is Required!

TheterminalhasdetectedthatthePINpadhasbeenreplaced.

IfatechnicianhasnotbeenonsitetoreplacethePINpad,pleasecontacttheHelpDesktoreportsuspectedtampering.

Processing Error Theterminalencounteredanerrorwhentryingtoprocessachiptransaction.

Trytheactionagain.Iftheproblempersistsaskforanotherformofpayment.

Iftheproblemoccursonmultiplechipcards,pleasecontactHelpDesk.

“R” Error Codes Explanation Action Required Receipt Not Printed! Imprint Card and Complete Sales Draft Manually

Thetransactionwasapprovedhowevertheterminalisunabletoprintareceipt.

Manuallyimprintthecard,recordtheauthorizationcodeandhavethecustomersignthereceipt.

Reset Date And Time From Main Menu

Theterminalrequiresthedatetobesynchronizedwiththehostdateandtime.

PerformtheDate/TimeSyncfunctionontheterminal.

“S” Error Codes Explanation Action Required System Error Contact Help Desk

Theterminalhasencounteredasystemerror.

PleasecalltheHelpDeskimmediatelytohaveyourterminalreplaced.

“T” Error Codes Explanation Action Required Transaction Already Voided

Voidtransactionisattemptedonatransactionthathasalreadybeenvoided.

--

Transaction Cancelled Thetransactionhasbeencancelledbytheuser.

--

Transaction Not Allowed Thetransactiontypeisnotsupportedforthecardentered.

Pleaseselectanothercardtypeortransaction.

PurgetransactionsThisoptionallowsasupervisortoclearallrecordsfromtheterminalforspecifictransactiontypes.

1. Tapthe /Homekey /Control PaneliconPurgeTransactions.

2. Confirmthatyouwishtocontinue:NOorYES.

• YoushouldneverdothiswithoutcontactingHelpDeskfirstandonlyperformthisattheirrequest

• When this is performed you will lose all the data contained within that specific terminal including transactions and thetransactionshistory.

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TerminalinformationThisoptiondisplaystheterminalIDofthedevice,thesoftwareversioninstalledandthedateitwasinstalled/upgraded.

1. Tapthe /Homekey /Control PaneliconSystemInformation.

2. Selecthowyouwouldliketheinformationtobedisplayed:DISPLAY orPRINT.

3. Youwillseethefollowinginformation:

• Device• Serial#• Application• ReleaseDate• ReleaseStatus

• SystemSoftwareVersion• O/S• EMVKernelVersion• SecuritySoftwareVersion• FreeDRAM

Appendices ATD Generation Portal 2 with PINpad Merchant Guide

- 33 -

AppendicesLostorstolenequipmentIfyourdevicehasbeenlostorstolen,please:

1. ContacttheTDMerchantSolutionsHelpDeskimmediatelytoreporttheincident.(stolenorlost)

2. Contactthepolicetofileareport.(stolenonly)

What should I do when the police arrive regarding the stolen device?

Ifapoliceofficerarrivesonsitepleaserecordthefollowing:

• Officer’sname

• Officer’sjurisdiction

• Officer’scontactinformation

• Stolendevice’sserialnumber

Theofficershouldprovideyouwithareport number.Afterobtainingtheabovefromtheofficer,pleasecontacttheTDMerchantSolutionsHelpDeskandprovidethisinformationsothatyoucanreceiveareplacementdevice.Seebelowforaneasytouseinformationcardtorecordtherequiredinformation.

Police Information

Name __________________________________________

Jurisdiction __________________________________________

Contact Information PH#______________________EXT#_________

FAX#____________________________________

Email____________________________________

Report Number _________________________________________

Device Information

Stolen Device Serial Number _________________________________________

- 34 -

Call Centre InformationPleasecalltheTDMerchantSolutionsHelpDeskat1-800-363-1163.Wewouldbehappytoansweranyquestionsyoumayhave.

Authorization:

24hoursaday,sevendaysaweek

Terminal Inquiries:

24hoursaday,sevendaysaweek

General Merchant Inquiries:

Monday–Friday,8a.m.–8p.m.ET

Printer / Stationery Supplies:

Monday–Friday,8a.m.–5p.m.ET

Documentation PortalThisGuidecoversthemostcommonlyusedinformationinordertogetyoustarted.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportalatwww.TDMerchantSolutions.com/ResourceCentre

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