TD iWL252/255 - TD Canada Trust · PDF fileAbout the TD iWL252/255 1 - 1 - Welcome to TD...

For the

• iWL252(Bluetooth)

• iWL255(3GWireless)

TD iWL252/255Merchant Guide

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.

The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by TD is under license. Other trademarks and trade names are those of their respective owners.

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

- i -

Table of ContentsWelcome to TD Merchant Solutions ............................................ 1

Who should use this guide? ......................................................... 1The TD iWL252/255 Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

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

Default shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Accessibility features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Main menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Admin menu screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Changing the paper roll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The Bluetooth Base ..................................................................... 5Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Cardholder Privacy and Security ................................................. 7Terminal security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

User types ....................................................................................................... 7

Fraud prevention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Force post fraud prevention ............................................................................. 7Call for authorization fraud prevention ............................................................ 7

Call for authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Imprinters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Transaction records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Storing cardholder receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Financial Transactions ................................................................ 11Accepted card types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Special transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Cashback ....................................................................................................... 11Partial authorizations ..................................................................................... 11Tip ................................................................................................................. 11

Sale (credit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Sale (debit card) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Sale (phone or mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Force post (sale or phone / mail) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Void . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Transaction recall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Reprinting receipts ......................................................................................... 16Receipt examples ........................................................................................... 17Receipt codes ................................................................................................ 18

Business Day Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Performing a day close .................................................................................. 18

Continued on next page

- ii -

Reporting ................................................................................... 21Business day reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Batch reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Customized reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

EMV reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Recent error report log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Activity log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Administration and Configuration ............................................. 25Administering the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

User management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Add user ....................................................................................................... 25Change password .......................................................................................... 26View and delete ............................................................................................ 26Operator wording .......................................................................................... 26Unlock user ................................................................................................... 26ID report ........................................................................................................ 26

Downloads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Parameter download ..................................................................................... 27

Functions enabled/disabled by TD Merchant Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Login requirements for terminal functions ..................................................... 28Configuration reports .................................................................................... 28

Communications (TD iWL252 Bluetooth) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Comms type .................................................................................................. 29IP Address type .............................................................................................. 29Dial up .......................................................................................................... 29Bluetooth ...................................................................................................... 29

Communications (TD iWL255 Wireless 3G) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

General options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Training mode ............................................................................................... 30Keystroke sounds .......................................................................................... 30Terminal backlight ......................................................................................... 30Idle timer ....................................................................................................... 31Reset invoice number .................................................................................... 31

Cashback options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Cashback presets ........................................................................................... 32

Tip options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Other tip options ........................................................................................... 32

Receipt options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Receipt banner .............................................................................................. 34Preprint receipt .............................................................................................. 34Receipt delay ................................................................................................. 34Receipt order ................................................................................................. 34Reprint last customer receipt ......................................................................... 34Reprint last receipt ......................................................................................... 35Reprint older receipt ...................................................................................... 35

Transaction options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Card present .................................................................................................. 35Duplicate transaction check ........................................................................... 35Partial authorization ...................................................................................... 35Transaction limit ............................................................................................ 36

Continued on next page

- iii -

Troubleshooting ......................................................................... 37Error codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Hardware troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Terminal information ..................................................................................... 43Configuration reports .................................................................................... 43

Appendices ................................................................................ 45Entering letters and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Lost or stolen equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45What should I do when the police arrive regarding the stolen device? ........... 45

Maintaining the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Storing the terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

- iv -

This page is intentionally left blank.

TD iWL252/255 Merchant GuideAbout the TD iWL252/255 1

- 1 -

Welcome to TD Merchant SolutionsThisisanewandexcitingproductthatoffersnewfunctionalityforyou,themerchant.Thefollowingmaterialswillprovidehelpfulinformationabouttheequipment,itsfeaturesandTDMerchantServices.PleaseensureyoureadthisguidesothatyoubecomefamiliarwiththecapabilitiesoftheTDiWL252/255andhowitcansupportyourbusinessneeds.

Bynowyourterminalwillbeinstalled,initializedandconfigured.Nowit’stimeforyoutolearnmoreaboutitsfeaturesandcapabilities.Section1outlinestheterminal’sbasicfunctions.Insection2youwilllearnaboutyourresponsibilitiesasamerchant.Financialtransactionsarecoveredinsection3andsection4coversreporting.Section5coversadministrationandtheconfigurationofyourterminalwhiletroubleshootingstepsareinsection6.

Who should use this guide?YouwouldusethisguideifyouperformtransactionsonaTDiWL252/255terminalduringthecourseofyourdailybusiness.

TheTDiWL252/255SolutionTheterminalissolelyforyou,theMerchant.Youwillusetheterminaltoinitiatetransactionsforcustomer’susingcreditordebitcards.Dependingonyoursettings,somecardtypesmaynotbeacceptedbyyourterminal.Pleasepleasegotoouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentretolearnhowtouseothercards.

Thetwoterminalslookvirtuallyidenticalandhaveverysimilarfunctionality.Thereisaneasywaytodeterminewhichoneyouareusing.

TD iWL252 and Bluetooth® base

Thisterminalistheshortrangewirelessversion.ItconnectswirelesslytotheBluetoothchargingbase.

TD iWL255 Wireless 3G

Thisterminalisthelongrangewirelessversion.Itconnectstothemobilephonenetwork.

Functionality

Name iWL252 and iWL255 Terminals

Paperchamberflap

Functionkeys

Navigation/scrollkey

Paperadvancekey

Commandkeys

Chipcardreader

Magneticstripereader

Contactlessreader

Communications ViaBluetoothandwiredconnectionor3Gwirelessconnection

B20066573

06/04/2016

20:57

�

B20066573

06/04/2016

20:57

�

- 2 -

The TD iWL252/255 Terminals1. Paper chamber flap

2. Function keysThe /F1and / F4keyscanbeusedasshortcutsandtoselectonscreenoptions.Seebelowformoreinformation.

3. Navigation keys Usethearrowkeystonavigatethescreensandmenus.

4. Command keys / Cancel

/ Correction or Paper advance / OK and shortcut to the Transactions screen.

5. Card readersa) Insertchippedcardsb) Swipecardsc) Contactlesscards

DefaultshortcutkeysToaccessaspecificmenuorfunction,usethefollowingshortcuts:

• Sale(default) /F1• Pre-AuthInitiation(default) /F2• Navigation/scrollkey• Pre-AuthCompletion(default) /F3• Phone/MailSale(default) /F4

• MainMenu / OK• AdminMenu / Admin• Reprintlastreceipt /0• Advancepaper / Correction

AccessibilityfeaturesTheTDiWL252/255hasnumerousaccessibilityfeatureswhichreflectTD’scommitmenttoourcustomers.Suchthingsas:

• Anadjustablekeystrokesoundthatsoundwhenakeyispressed.See“Keystrokesounds”onpage30formoreinformation.

• Adjustablescreenbrightnesstocreatevisualcontrast.See“Terminalbacklight”onpage30formoreinformation.

• Abumpornubonthebottom-leftcornerofthe /5keytoestablishacentralpointonthekeypadfornavigation.

• Araisedidentifieronthe:» / Cancelkey=X» / Correction =<» / OKkey=O

B20066573

06/04/2016

20:57

�

5b

4

2 2

1

5a

3

5c

* TD iWL252 screen shown


- 3 -

IdlescreenandiconsTD iWL252ThedefaultscreeniscalledtheIdlescreen.Onittherearenumerousimportanticons.Theyare,lefttoright:

1. Lock (security)The iconwillbeclosedoropen.Ifthelockisopen,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportithasbeentamperedwith.

2. Bluetooth connection iconsTheterminal’sBluetoothconnectionisindicatedbyagroupoficons:

• B TerminalisconnectedtotheBluetoothbasebutnotresponding.

• B Terminalissearchingforconnection.• B TerminalisconnectedtotheBluetoothbase.• IndicatestheterminalBluetoothsignalstrength.• ThenumberundertheseiconsistheassociatedBluetoothbaseserialnumber.• Indicateswhethertheterminalisconnectedtothenetwork.Itwillbeoneoftwocolours:green

(connected)orwhite(disconnected).

3. PowerThebatteryiconinthetop-rightcornerindicatesthattheterminalbatterylevel.Whenthelightningboltappearsontopofthebattery,itmeansitischarging.

TD iWL255ThedefaultscreeniscalledtheIdlescreen.Onittherearenumerousimportanticons.Theyare,lefttoright:

1. Wireless connection iconsTheterminal’swirelessconnectionisindicatedbyagroupoficons:

• Indicatestheterminal3Gwirelesssignalstrength.

• 3G Indicateswhethertheterminalisconnectedtothe3Gwirelessnetwork.Itwillbeoneoftwocolours:green(connected)orgrey(disconnected).

Lock (security)The iconwillbeclosedoropen.Ifthelockisopen,donotusethisterminalandcontacttheTDMerchantSolutionsHelpDesktoreportthatithasbeentamperedwith.

2. PowerThebatteryiconinthetop-rightcornerindicatesthattheterminalbatterylevel.Whenthelightningboltappearsontopofthebattery,itmeansitischarging.

3G 06/04/2016

20:57302880

3G

21

B20066573

06/04/2016

20:57

31 2

- 4 -

MainmenuscreenFromtheIdlescreen,pressOKandtheMain Menu screenappears.TheMain Menuscreendisplaysthefollowingtransactions:

• Return

• Void

• ForcePost

• Phone/MailSale

AdminmenuscreenFromtheIdlescreen,press / Admin keyandtheAdmin Menuscreenappears.Itdisplaysthefollowingoptions:

• Logon/Logoff

• BusinessDayMenu

• TransRecallMenu

• SetupMenu

• ReprintMenu

• Maintenance

• OtherFunctions

Foralistofalltheadministrationfunctionsavailableontheterminal,refertopage19foracompletemenubreakdown.

NavigationOnceyougettothedesiredscreen,usethefollowingkeystonavigateit:

• Presstheup/down arrow key toscrolldownoruponemenuselection.

• PressCanceltogobackonescreen.

• PressCorrection tochangeanentry.

• PressOKtoconfirmyourmenuselectionorentry.

• Pressthenumberassociatedwiththedesiredmenuitem.

Changingthepaperroll1. Gentlypulluponthepaper chamber panel alongthetopofterminalandremovetheoldpaperroll.

2. Unwrapanewpaperrollandplaceitinthepaperchambersothatthelooseendofthepaperfeedsupfromunderthepaperrolltowardsyou.

3. Pressdownonthepaneluntilitclicksshutandensurethereisaenoughpaperstickingoutfromthechamberthatittouchesthetopoftheterminalscreen.

4. PressCorrection toadvancethepapertoensureitisloadedproperly.

MAIN MENUTD APP

1 - Return2 - Void3 - Force Post4 - Phone / Mail Sale

10:5205/04/2014B

20066573

06/04/2016

20:57

ADMIN MENU1 - Logon / Logoff2 - Business Day Menu

3 - Trans Recall Menu4 - Setup Menu

10:5205/04/2014

TD APP

B20066573

06/04/2016

20:57




- 5 -

The Bluetooth BaseTheBluetoothbaseisonlyusedwiththeTDiWL252.ItactsasaconnectiontothepaymentnetworkandasashortrangewirelessbaseforyourTDiWL252terminal.Thisbasealsoactsasachargingstationfortheterminal.

PortsThebasehasfourportsonthebackbutyouareonlyusingthenetworkadapterportandthepowerport:

1. Ethernetport

2. Powerport

Ifyouuseadialupconnection,thereisapanelonthebottomofthebasethatyoucanopenandplugyourphonelineinto.

Communication optionsTheTDiWL252solutionofferstwooptionsforcommunications:dial-uporEthernet.Youcansetthishoweveryouwishtosuityourexistingplaceofbusiness’setup.Tolearnmoreaboutcommunicationoptionsseepage14.

AcceptedcardtypesYourterminal(s)willacceptwhichevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesreptodiscuss.

1 2

- 6 -

TD iWL252/255 Merchant GuideResponsibilities 2

- 7 -

Cardholder Privacy and SecurityPleaserefertotheCardholderPrivacysheetinyourMerchantwelcomekit.Itcontainsimportantinformationaboutyourresponsibilitiestoyourcustomersandtheirpersonalandtransactioninformation.

TerminalsecurityItistheMerchant’sresponsibilitytosecuretheterminal,anyuserIDsorpasswordsandtopreventunauthorizeduse.InanyeventtheMerchantwillbeliableforanyunauthorizeduseoftheterminaloranyuserIDsorpasswords.Therearethreeusersecuritysettings:

No security (Default)• Noaccessrestrictiontothe

terminalfunctionalitylistedbelow.

Medium Security• Accessisrestrictedtocertain

featuresbyasupervisorormanagerIDandpassword.

High Security• Accessisrestrictedtocertain

featuresbyamanagerIDandpassword.

Thefollowingfunctionscanbeprotectedmediumorhighsecurity.

• Batchreports

• Customizedreports

• Host1download

• Prioritymail

• Manualcardnumberentry

• Businessdayreports

• Dayclose

• Host2download

• Connectionsetup

User typesThisoptionallowstheusertosetup:managers,supervisors,andoperatorswithanIDlogininUserSetupbygoingto

/AdminSetupMenuCustomizationUse ID/Password.SeeSection 5 – Administration and ConfigurationformoreinformationoncreatinguserIDsandsettingtheirsecuritylevels.

FraudpreventionPleaserefertotheHow to Help Prevent FraudpamphletinyourMerchantWelcomeKit.Youcanalsoreducefraudulenttransactionsonyourterminalbyenabling:

Force post fraud preventionYoucannowenable/disableorpasswordprotectforceposttransactionsonyourterminal.Ifaforceposttransactionoccurstheterminalreactdependingonwhetherthisisenabledornot.

• Disabled—Statesthatthetransactionisnotallowedandadifferentpaymentmethodisrequired.

• Passwordprotected—Requestasupervisortoentertheirpassword.

Call for authorization fraud preventionYoucanenable/disablecallforauthorizationtransactions.

Please call the TD Merchant Solutions Help Desk at 1-800-363-1163 to change the security level on your terminal.

The supervisor setup requires you to create a password.

If you want to use either of these fraud prevention features, you must enable them on each of your terminals. To do so, please call the TD Merchant Solutions Help Desk at 1-800-363-1163.

- 8 -

CallforauthorizationSometimes,duetoacommunicationorsecurityissue,atransactioncannotorshouldnotbecompleted.Thistransactionmayrequirethatyoucallforauthorizationtoensurethatthecardisingoodstandingandthatthetransactioncanbecompleted.Seethelistofmessagesandeventsbelowthatwillcauseyoutocallforauthorization.

Whenever Action…theCALLFORAUTHmessageisseen.(Nocommerrorseen)

1. Don’tattemptthetransactionagain.

2. Callforavoiceauthorizationimmediately.

…theCALLFORAUTHmessageisseen.(Commerrorseen)

1. Tryagainthetransactionagain.OR

2. PresstheOKorCancelkeyandcallforavoiceauthorization.

…thecardnumberonthescreendoesnotmatchthenumberembossedonthecard.

1. PresstheCancelkeyandcallforavoiceauthorizationimmediately.

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

…thecardholdersignatureonthereceiptdoesnotmatchthesignatureonthereverseofthecard.

1. Callforavoiceauthorization.

2. RequestaCODE 10authorization.Thefinancialinstitutionwillbeabletoadvisewhetherornotthecorrectindividualisusingthecard.Theywillalsotellyouhowtoproceed.

…youhaveanydoubtsaboutthevalidityofacardoratransaction.

1. Callforavoiceauthorization.

2. RequestaCODE 10 authorization.Thefinancialinstitutionwillbeabletoadvisewhetherornotthecorrectindividualisusingthecard.Theywillalsotellyouhowtoproceed.

Imprinters

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,enterallmanuallyimprintedtransactionbygoingto:MainMenuForcePost,thenstapleallprintedtransactionstotheimprintedsalesdraft(s).

TD iWL252/255 Merchant GuideResponsibilities 2

- 9 -

TransactionrecordsTheterminalcanstoreupto:

• 10businessdaysofdetailedtransactions

• 45daysoftotals

• 999transactionsperbatchand

• 2000transactionsperbusinessday

StoringcardholderreceiptsMerchantsareresponsibleforretainingallreceiptstorespondtocardholderinquiries.Thefollowingareguidelinesyoushouldusewhenstoringthem.Storereceipts:

• ...inadark,secureareawithlimitedaccessforatleastoneyear

• ...inenvelopesarrangedbydateinasecuredfilingcabinetworkwell.Ifyouhaveseveralterminalsuseaseparateenvelope(s)foreachterminal.

• ...aslongasyouretaincashregistertapesfordirectpaymenttransactions

• IfTDneedsareceiptcopy,pleasesenditwithineightdaysandretainacopyforyourrecords.

• TherequiredstorageandresponsetimesareforTDMerchantSolutionsonlyandmayvarybyfinancialinstitution.

You receipts could become unreadable if you:

• store receipts in plastic coated containers

• expose them to direct heat or cold sources

- 10 -

TD iWL252/255 Merchant GuideFinancial Transactions 3

- 11 -

Financial TransactionsTheTDiWl252/255solutioncanperformthefollowingtransactions:

• Sale• Salewithtip• Salewithcashback• Salewithpartialauthorization• Salewithsplittender

• Phone/Mailsale• Forcepost• Refund• Void

*Theseoptionaltransactionsandothers,suchaspre-authorizationsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

AcceptedcardtypesYourterminal(s)willacceptwhatevercardsyouindicatedwhenyousignedyourcontractwithTDMerchantSolutions.Ifyouwishtoadjustyouracceptedcardlist,pleasecontactyoursalesreptodiscuss.

Specialtransactions

CashbackThisoptiononlyworksfordebitcards.Youcansetthisupyourself,butanychangesdonebyyouonterminalwillbeoverwrittenwheneveradaycloseisperformed.It’sbetterifyoucallintomakethesechangessothattheyarepermanent.

Partial authorizationsThisoptionallowsforpartialpayments.Iftheinstitutionthatholdsthecarddoesnotindicatethattherearesufficientfundsavailableforthesale,theterminalwillindicatethatabalanceisrequired.Inthiscasethecustomerwouldthenhavetheoptiontoofferasecondformofpaymentforthebalanceortocanceltheentiretransaction.

TipYoucansetthisupyourself,butanychangesdonebyyouonterminalwillbeoverwrittenwheneveradaycloseisperformed.It’sbetterifyoucallintomakethesechangessothattheyarepermanent.

Sale(creditcard)1. Press /F1.

2. Enterthetotal dollar amount forthesaleandpressOK.

3. Ifyouhavetipsenabledyouwillseethefollowingsteps.

Tip (optional)a) CustomerconfirmsthedollaramountandpressesYesorNo.b) Customerenters/selectsthetipamount/optionandpressesOK.c) CustomerconfirmsthedollaramountandpressesAcceptorChange.

4. Performoneofthefollowingpaymentmethods:Insert, Swipe, ContactlessorManual Entry.

Contactlessa) Thecustomertapstheircontactless-enabledcreditcardonthecontactlesscardreader.

b) Askthecustomeriftheywouldlikeareceipt:YesorNo.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprintifrequested.

The customer may be required to swipe or insert their card in some cases.

- 12 -

Insert carda) Thecustomerinsertstheircreditcard.b) ThecustomerenterstheirPINandpressesOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.

Swipe carda) Thecustomerswipestheircreditcard.b) VerifythecardinfowithwhatisontheterminalscreenandpressOK.c) Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.The

customermustsignthesignaturefieldonthemerchantcopy.

Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD numberandpressOK.Thisnumberisgenerallylocatedonthebackofthecredit

card.Thisiscanbeanoptionalstepdependingonyoursettings.e) Indicateifthecardwaspresentforthetransaction:YesorNo.Thecustomermustsignthesignature

fieldonthemerchantcopy.

5. Ifthepaymenttypeusedhasinsufficientfundstopaytheentiresaleamountyoumayseethefollowing:

Partial authorization (optional)a) Thereceiptwillprintshowinghowmuchwasappliedtothesale.b) Thescreenshowsabalanceowed.c) Thecustomerdecidesthehowtheywillpaythebalance(CashorCard).

Ifthecustomerselectscard,followtheappropriatestepsfortheselectedcardtype:creditordebit.

6. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Ifthereceiptisfromaswipeormanualcardentrytransaction,thecustomermustsignthesignaturefieldonthemerchantcopy.

• If the customer selects cash the transaction will end. Ensure that you receive the correct cash amount for the balance of the transaction.


- 13 -

ENTERAMOUNT

RECEIPTS

SWIPE MANUALLY ENTRY

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

- 14 -

Sale(debitcard)1. Press /F1.

2. Enterthedollar amountandpressOK.

3. Ifyouhavetipsenabledyouwillseethefollowingsteps.

Tip (optional)a) Customerconfirmsthedollaramountand

pressesYesorNo.b) Customerenters/selectsthetipamount/

optionandpressesOK.c) Customerconfirmsthedollaramountand

pressesAcceptorChange.

4. Performoneofthefollowingpaymentmethods:Insert/SwipeorContactless.

Contactlessa) Thecustomertapstheircontactless-

enableddebitcard.

The customer may be required to swipe or insert their card in some cases.

b) Askthecustomeriftheywouldlikeareceipt:YesorNo.

Insert / swipe carda) Thecustomerselectstheaccounttouse:

CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.

5. Ifyouhavecashbackenabledyouwillseethefollowingsteps.

Cashback (optional)a) Customerconfirmsiftheywantcashback

ornot:YES or NO.b) Customerenters/selectsthecashbackamount/optionandpressesOK.c) Customerconfirmsthenewtotalamount:AcceptorChange.

6. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.

Sale(phoneormail)

1. Press /F4 Phone / Mail Sale.

2. Enterthedollar amountandpressOK.

3. Entertheaccount numberandpressOK.

4. Entertheexpiry dateandpressOK.

5. EntertheCVD numberandpressOK.Thisstepisdependentuponyoursettings.


ENTER AMOUNT

CONFIRM AMOUNT

RECEIPTS

INSERT or SWIPE CARD

TAP CARD(optional)

SELECT PAYMENT METHOD

FINISHED

ENTER PINDIFFERENT PAYMENT

REQUIRED?

YES

NOCASHABCK(optional)

• These instructions are used for sales where the card is not present. If the card is present at sale, see Credit card sale. If you use the incorrect sale transaction you could incur extra charges.

• There are risks performing transactions when the credit card is not present. Ensure that you perform all of the available security checks for phone / mail sale.


- 15 -

Forcepost(saleorphone/mail)Thisoptionisonlyusedwhenyoucan’tprocessacreditcardsalenormallythroughthenetworkwhetherduetocommunicationproblemorthattheforcepostisrequestedviatheterminal.

1. PressOKForcePost Force Sale or Force Ph/Mail.

2. Enterthedollar amount andpress OK.

3. Performoneofthefollowingpaymentmethodsforthecreditcardinquestion:SwipeorManual entry.

Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep3.

Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.c) Amanualimprintofthecreditcardisrequired.MaketheimprintandpressOK.d) EntertheCVD number andpressOK.Gotostep3.

4. ThenentertheauthorizationnumberandpressOK.

5. Thescreenshowsthatauthorizationnumber,thetransactiontotalandthereceiptsprint.Thecustomermustsignthesignaturefieldonthemerchantcopyforaforcepostsaletransaction.

VoidThistransactionisusedtocorrectapreviouslyenteredtransactionfromtheterminalinthecurrent,openbusinessday.YoucanalsouseTransactionRecalltorecallandcancel/voidatransactionbasedoninformationotherthanthetrace#.

1. PressOKVoid.

2. Enterthetrace #forthetransactiontobevoidedandpressOK.Sivousannulezunetransactiondedébit,vousaurezbesoindelacartesurlaquellecelle-ciaétéréalisée.

3. Verifythatthisisthecorrecttransaction:VoidorBack.Ifyouselectback,youcanenteranewtrace#tovoid.

4. Thevoidedtransactionreceiptsprint.

TransactionrecallThisoptionrecallsatransactionsothatyoucanvieworvoidit.Thefollowinginstructionsaccessanytransactionsthatwereperformedinthecurrentopenbatch.Ifadayclosehasbeencompletedyoucanonlyrecalltransactionsafterthelastdaycloseorbatchclose.Pre-authorizationandtabtransactionsarecoveredinouronlinedocumentationatwww.TDMerchantSolutions.com/ResourceCentre.

1. Press / Admin TransRecallMenu.

2. Selectoneofthefollowingoptions:

by DetailThisrecallsthedetailsalloftransactionsintheopenbatch.

a) ScrolltothetransactionandpressSelect.Gotostep3.

by AmountThisrecallsanytransactionfortheentereddollaramountintheopenbatch.

b) Enterthedollar amountandpressOK.c) Ifmorethanonetransactionappears,scrolltothedesiredoneandpressSelect.Gotostep3.

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

If you have closed the business day that the transaction was performed in, you can only perform a return. The option to void the transaction is no longer available.

- 16 -

by Account # (credit cards only)Thisrecallsanytransactionfortheenteredcardaccountnumberintheopenbatch.

a) Swipethecreditcardorenterthecard account numberandpressOK.b) Scrolltothetransaction andpressSelect.Gotostep3.

by Invoice #Thisrecallsthetransactionfortheenteredinvoicenumber.

a) EntertheinvoicenumberthatyouwanttorecallandpressOK.Gotostep3.

by Trace #Thisonlyrecallsthetransactionconnectedtothetracenumberintheopenbatch.

a) Enterthe trace number thatyouwanttorecallandpressOK.Gotostep3.

3. Verifythattheitisthecorrecttransactioninformationonthescreenanddooneofthefollowing:a) PressVoid tocancelthetransactionandprintthevoidedreceipts.b) PressBacktoselectadifferenttransaction.c) PressCancel toexitthescreen.

ReturnYoucanonlyperformareturnonatransactionthathasalreadybeensubmittedforreimbursement.

1. PressOKReturn.

2. Enterthedollar amountandpress OK.

3. CustomerconfirmsthedollaramountandpressesYesorNo.

4. Performoneofthefollowing:Insert , SwipeorManual entrythecardinquestion.

Insert carda) VerifythecardinfowithwhatisonthescreenandpressOK.b) ThecustomermayberequiredtoentertheirPIN.Gotostep3.

Swipe carda) VerifythecardinfowithwhatisonthescreenandpressOK.Gotostep3.

Manually enter carda) Entertheaccount numberandpressOK.b) Entertheexpiry dateandpressOK.Thisisfourdigitsinlength.c) Indicateifthereturnisforaphone/mailsale:Yesor No.Gotostep3.

Insert / swipe carda) Thecustomerselectstheaccounttouse:CHQorSAV.b) ThecustomerenterstheirPINandpressesOK.Gotostep3.


ReceiptsEachtransactionhasadifferentreceiptandmostoftheinformationispurelyforrecordkeeping.Thereisimportant information that youneedtobeawareoftoensurethatyourtransactionshavecompletedcorrectly.

Reprinting receipts

1. Press / Adminkey ReprintMenuandselectareprintoption.

Debit returns are disabled by default. If you wish to activate debit returns on your terminal please call the TD Merchant Solutions Help Desk at 1-800-363-1163.


- 17 -

Reprint Last

2. Selectwhichcopyyouwanttoreprint(Merchant,CustomerorBoth)andpressOK.

3. Thereceiptreprintsandisnotedasaduplicate.

Reprint Previous

2. Selectoneofthefollowingoptions:

Alla) Scrollthroughtheavailable receipts,selectthedesiredoneandpressOK.Gotostep3.

Invoice #b) Entertheinvoice numberandpressOK.Gotostep3.

Account # c) Swipethecardorentertheaccount numberandpressOK.Gotostep3.

Approval Coded) Entertheapproval codeandOK.Gotostep3.

3. Selectwhichreceipttoreprint(Merchant,CustomerorBoth)andpressOK.

4. Thereceiptreprintsandisnotedasaduplicate.

Receipt examplesTheinformationthatyouwillusethemostisnotedandexplainedonthenextpage.

Credit card

Merchant NameAddress

City, ProvinceMerchant Number

Terminal ID

SALE06-16-2016 12:41:02Acct # 455763******1632 S Card Type VIName: nnnnnnnTrace # 010103Inv # 109Auth #089090 RRN 001003099

Sale $9.00

TOTAL $9.00

+++++++++++++++++++++++00 APPROVED-THANK YOU+++++++++++++++++++++++

Retain this copy for yourrecords

Merchant copy

ADVERTISEMENT LINE 1ADVERTISEMENT LINE 2ADVERTISEMENT LINE 3ADVERTISEMENT LINE 4ADVERTISEMENT LINE 5ADVERTISEMENT LINE 6ADVERTISEMENT LINE 7ADVERTISEMENT LINE 8ADVERTISEMENT LINE 9

Debit card

Merchant NameAddress

City, ProvinceMerchant Number

Terminal ID

SALE06-16-2016 12:41:02Acct # 476173******0010 C Card Type DPName: nnnnnnnnnA00000000980840

Trace # 060072Inv # 124Auth #008635 RRN 001003099TVR 8000048000 TSI 6800TC 98952D8874F69BD1

Sale $25.00

TOTAL $25.00

+++++++++++++++++++++++00 APPROVED-THANK YOU+++++++++++++++++++++++

Retain this copy for yourrecords

Merchant copy

ADVERTISEMENT LINE 1ADVERTISEMENT LINE 2ADVERTISEMENT LINE 3ADVERTISEMENT LINE 4ADVERTISEMENT LINE 5ADVERTISEMENT LINE 6

- 18 -

Receipt codes

Transaction typeC Onlinechipcardtransaction MC Manuallyenteredfallbackofachipcard

transaction

CN ChipcardNoSignatureRequiredtransaction RF Contactlesstransaction

CO Off-linechipcardtransaction S Swipedmagcardtransaction

M Manuallyenteredmagcardtransaction SC Swipedchipcardfallbacktransaction

SN SwipedNoSignatureRequiredtransaction

Card typeAM AmericanExpress MC MasterCard

DP Debit VI Visa

DS Discover/Diner

Important informationTrace # Thetracenumberassociatedwiththetransaction

Inv # Theinvoicenumberassociatedwiththetransaction.

Auth # Theauthorizationnumber associatedwiththetransaction

Signature Thecardissuerdetermineswhenasignaturesisrequiredforatransactionsoensurethattheclientsignsthesereceipts.

Approved AlwaysensurethatthetransactionwasapprovedasitcouldbeDECLINED.

BusinessDayFunctionsTostartabusinessdaysimplyperformaclosebusinessday.

Performing a day closeYouhaveadeadlinetoperformadayclose.Thisiscalledyourbalancingwindowanditissetonthesystem.Ifyourdaycloseisdonebeforeyourbalancingwindowends,you’llreceivesameornextbusinessdaydepositforcreditanddebitcardtotals.Otherwise,theywillbeforwardedtothenextbusinessday.

Youmustcloseyourbusinessdayoneach terminalinordertomaintainaccuraterecordsandbalanceyouraccounts.Closingthebusinessdayisimportantasit:

• Sendsanystoredtransactions(SAFs).

• Closesallopenbatches.

• Printsselectedreports.

• Checksformail,anddownloads.

• Downloadsavailableupdates.

• Startsanewbusinessdayontheterminalbyopeninganewbatch.

A day close is automatically performed on your terminal every three to five business days if one isn’t performed sooner by you.

A batch is a group of transactions that you must submit to the issuer to accept in order for you to be paid. Once you close the batch or perform and end of day, these transactions are sent to the issuer for settlement and then they will deposit the funds into your account.


- 19 -

1. Press /AdminkeyBusinessDayMenuEnd of Day.

2. Confirmthatyouwanttoclosethebusinessday:YesorNo.

3. Theendofdayreportsprint.

4. Theterminalreboots.

If a lot of transactions have been performed during the day, or you are using a dial-up connection, this process may take a while. Once the process starts, do not:

• process any transactions

• press any buttons or

• disconnect your Internet service on the terminal in question.

- 20 -

TD iWL252/255 Merchant GuideReporting 4

- 21 -

ReportingBusinessdayreportsThefollowingchartshowswhateachreportdisplays.Thesereportsareforalltransactionsperformedinthecurrent business dayregardlessofthenumberofbatchesthatwereclosed.

Report Report detailsTerminal Detail • Bycardtype

Terminal Balancing • Bycardtype

Day Subtotals • Numberoftransactions• Totalamounts

Operator Detail • Bycardtype• ByoperatorID

Operator Balancing • Bycardtype• Bytransactiontype• ByoperatorID

Tip Totals • Totalsofalltips• ByoperatorID

Outstanding SAF • DetailsonallstoredtransactionssenttotheHostforsettlement

1. Press /AdminkeyBusinessDayMenuB.DayReportsandselectoneofthefollowingoptions:a) OperatorDetail,OperatorBalancing,orTipTotalsandgotostep#2.

ORb) TerminalDetail,TerminalBalancing,DaySubtotals,OutstandingSAF,andgotostep#3.

2. Dooneofthefollowing:a) EnteranOperator IDandpressOK.b) PressOKforareportofalloperators.Gotostep3.

3. Decidehowtoretrievethereport(DisplayorPrint).a) IfyouselectedDisplay,youwillbeabletocyclethroughthedetailsbyselectingPrevorNext.b) IfyouselectedPrint,theyourreportwillbegintoprint.

BatchreportsThesereportsareforalltransactionsperformedwithinaparticularbatch.Thisisgenerallyusedwhenyouhavemultipleshiftsusingthesameterminal.Thisallowsyoutopullreportsattheendofaparticularshiftandactslikeashiftclosefunction,butitdoesnotclosethedayontheterminal.ItthenprintsareportshowingtransactionsperformedontheterminalsincethelastDayClose.Thefollowingchartshowswhateachreportdisplays.

Report Report detailsTerminal Detail • Bycardtype • Forcurrentorpreviousbatch

Terminal Balancing • Bycardtype • Forcurrentorpreviousbatch

1. Press /AdminkeyBusinessDayMenuBatchReportsandselectoneofthefollowingoptions:Terminal DetailorTerminal Balancing.

2. Selectthedesiredbatchyouwanttoretrieve(PrevorCurrent).


- 22 -

CustomizedreportsThesereportsareforalltransactionsperformedforthebusinessdayscurrentlystoredintheterminal.Thesereportscanonlybeaccessedbysupervisorsormanagers.Thefollowingchartshowswhateachreportdisplays.

Report Report detailsTransaction Details • Bybusinessday

• Bycardtype• Byoperator

• Detailedtransactionscanbeaccessedforamaximumof10businessdays

Totals • Bytransactiontype• Bycardtype

• Totalscanbeaccessedforamaximumof45businessdays

1. Press /AdminkeyBusinessDayMenuCustomized Reports.

2. EntertheManager IDandpressOK.

3. EntertheManager PasswordandpressOK.

4. Selectoneofthefollowingoptions:a) TransactionDetailsb) Totals

5. Dooneofthefollowing:a) EnteranOperator IDandpressOK.b) PressOKforareportshowingalloperators.

6. Enterthestart dateforthereportandpressOK.

7. Enterthestart timeforthereportandpressOK.

8. Entertheend dateforthereportandpressOK.

9. Entertheend timeforthereportandpressOK.


EMVreportsTheEMVreportsareusedfortroubleshootingandyouonlyprinttheseoutifrequestedbytheHelpDesk.Also,ifyoudoprinttheseout,somecanbequitelongsorepeatedprintingswillmakeyouusemorepaperthannormal.

RecenterrorreportlogThisreportwilldisplayallerrorsthatoccurredontheterminalinthepast10days.

1. Press /AdminkeyOtherFunctionsRecent Error Rep.

2. Selectwhetheryouwanttoprintorsavetheerrors(PrintorFile).

3. Therecenterrorreportwillbeprintedorsavedasperyourselection.

You would only use this option if you were replacing your bluetooth station and you need to connect your terminal to the new one.

TD iWL252/255 Merchant GuideReporting 4

- 23 -

ActivitylogTheactivitylogprovidestheabilitytodisplay,printordeleteareportlogshowingallrestrictedaccessactivityontheterminal.

1. Press /AdminkeyOtherFunctionsActivity Log.

2. EntertheManager IDandpressOK.

3. EntertheManager Password andpressOK.

4. Selectyourreportoption(Display,Print,orDelete).SelectDisplay iftherearen’tmanytransactionstogothrough.OtherwisethePrintoptionisbetterforreviewingalargenumberofentries.

If you delete the log it cannot be retrieved.

- 24 -

TD iWL252/255 Merchant GuideAdministration and Configuration 5

- 25 -

Administration and ConfigurationTheTDiWl252/255offersyounumerousoptionstopersonalizetheterminalwhilehelpingyoutoadministeryourbusiness.Standardadministrationfeaturesare:

• UserManagement(creating,editing,deletingandunlockinglockeduserIDs)

• ParameterUpdates(updatingyoursettingsontheterminaltoreflectnewinformationsuchasnewacceptedpaymenttypes)

• Communications(changestoyourterminal’scommunicationmethod)

• TrainingMode(enable/disablethissettingtosafelytrainnewemployeeshowtousetheterminal)

• Receipts(changestohowandwhentheyareprinted)

AdministeringtheterminalByutilizingusertypes,youcanhelpsecureyourterminalfromfraudulenttransactionsandallowscertainadvancedfunctionalitytotrustedemployees.Listedbelowaretheusertypesavailabletoyouandwhatfunctionalityisavailabletothem.

User Type Capabilities Special NotesManager • Canaccessallfeaturesandfunctions,

includingtransactionprocessing,allreportsandallmenus

• CansetupSupervisorandOperatorIDs• OnlyManagershaveaccesstotheActivityLog

• Amaximumof10Managersareallowedperterminal

• BeawareofwhoyougrantManageraccessto• ConsistsofanID,PasswordandoptionalName

Supervisor • Canperformnormaltransactions• CansetupOperatorIDs

• Amaximumof25Supervisorsareallowedperterminal

• ConsistsofanID,PasswordanoptionalName

Operator • Canperformnormaleverydayfinancialtransactions

• ConsistsofanID,PasswordanoptionalName• Amaximumof100Operatorsareallowedper

terminal• Operators(default)canberenamedbya

ManagertoClerk,ServerorCashier

Usermanagement

Add userUsethisoptiontocreateauniqueuserIDforthemwiththeappropriatelevelofaccesstoterminalfeatures.

1. Press /AdminkeySetupMenuUserSetupAdd User.EnterthenewIDandpressOK.Thisuniquenumbercanbeupto7digitsinlength.

2. Optional–EnterthenewUser NameandpressOK.This15alpha-numericcharacternameisoptional.PressOKwithoutenteringausernametobypassthis.

3. Enterthenew passwordandpressOK.Passwordsarefourtosevendigitsinlength.

4. Re-enterthenew passwordandpressOK.

5. Selectoneofthefollowinguser types:Manager,Supervisor,orOperator/Clerk/Server/Cashier.Operatoristhedefaultusertypeforthislevel.See“Operatorwording”onpage26formoreinformation.

6. ThenewIDisaddedtotheterminal.

- 26 -

Change passwordThisoptionallowsyoutochangeanexistingpasswordforsecurityorpersonalreasons.Itrequiresahigherlevelusercanchangeit.Forexample,itwouldtakeamanagertochangeasupervisororoperator’spassword.

1. Press /AdminkeySetupMenuUserSetupChange Password.

2. EntertheIDthatyouwanttochangethepasswordforandpressOK.

3. Entertheold passwordandpressOK.

4. Enterthenew passwordandpressOK.

5. Re-enterthenew passwordandpressOK.

6. Thepasswordisnowchanged.

View and deleteThisoptionallowsyoutoviewallexistingIDsandselectonetodelete.RepeatthesestepsforeachIDyouwanttodelete.

1. Press /AdminkeySetupMenuUserSetupView & Delete.

2. SelecttheIDthatyouwanttodeleteandpressOK.

3. Confirmthatyouwanttodeletetheuser(YesorNo).

4. TheuserIDisdeleted.

Operator wordingThisoptionallowsyoutorenametheOperator(default)labeltooneoftheoptionslisted.

1. Press /AdminkeySetupMenuUserSetupOperator Wording.

2. Selectthewording optionthatyouwouldliketousefortheoperatorgroup(1Operatoror2Clerkor3Serveror4Cashier)andpressOK.

3. Theoperatorwordingisnowchangedtoyourselection.

Unlock userThisoptionallowsyoutounlockauserwhohasincorrectlyenteredtheirpasswordthreetimes,whichwillcausetheirIDtolock.OnlyauserwithhigherrankingcanunlocktheirID.

1. Press /AdminkeySetupMenuUserSetupUnlock User.

2. Enterthelocked IDandpressOK.

3. Confirmthatyouwanttounlocktheuser(YesorNo).

4. Enteryouruser IDandpressOK.

5. Entertheuser’snew passwordandpressOK.

6. Re-entertheuser’snew passwordandpressOK.

7. TheuserIDisunlockedandanewpasswordcreatedforit.

ID reportThisoptioncreatesareportthatcontainstheuserIDdetailswiththeoptiontoprintthem.

1. Press /AdminkeySetupMenuUserSetupID Report.

2. Displaythelistonthescreenorprintit(DisplayorPrint).

3. TheuserIDreporteitherdisplaysorprints.EachuserwillbelistedbyuserID,username(optional)andusertype.

• Each ID will be listed by user id, user name (optional) and user type.

• The user type remains operator and labelled as an O even if you change the operator wording to another label.

• You cannot delete the original manager ID.


- 27 -

Downloads

Parameter downloadThisoptiondownloadsparametersfromtheTDHostsfortheoperationoftheterminal.Note:Thisfunctionisautomaticallyperformedduringtheendofdayprocess.Belowiswhatsortofinformationisgovernedbyeachhostdownload.

Host 1 Params.DLUsethisoptionifyouwanttoupdateanythingdealingwithfinancialinformationsuchascardtypes,transactiontypes.

Host 2 Params.DLUsethisoptionifyouwanttoupdateanythingdealingwithnon-financialinformationsuchasterminalsettings.

1. Press /AdminkeyMaintenance.

2. Selectwhichtypeofdownloadyouwanttodo(1-Host1Param.DLor2-Host2Param.DL).

3. IfyouselectedHost 1 Param.DLfollowtheseinstructions:a) PressOK.b) TheterminalbeginsthedownloadandcontinuesrunninguntilParameter Download Completed

appearsonthescreen.

4. IfyouselectedHost 2 Param.DLfollowtheseinstructions:a) Selectwhattypeofdownloadthisis(FullorPartial).b) Theterminalbeginsthedownload.Itwillshowapercentagecompletecounteruntilcompletewhen

itshowsthemessageHost 2 Download Completed.c) Yourterminalwillautomaticallyreboot.

5. Yourterminalstartsupandtheparameterdownloadiscomplete.

Functionsenabled/disabledbyTDMerchantSolutionsThefollowingsettingsareavailable,butyoumustcalltheTDMerchantServicesHelpDesktoenable/disablethem.

Function Settings ExplanationAuto Logoff Timer On/Off Callin.

Declined Credit Receipt Print/Don'tPrint Callin.

Invoice Number On/Off Callin.

Invoice Entry Method Automatic/manual Callin.

Logon Method DisableEnableOperIDEnableOperID/Password

Callin.

NSR Merchant Receipt NeverPrintPrintwithCustomercopyAlwaysprint

Callin.

Purchase with Tip On/Off Callin.

Receipt Banner On/Off Callinordoityourself.IfyoudoityourselfyourchangeswillbeoverwrittenafteraHost2download.

Receipt Order MerchantCopyFirstCustomerCopyFirst

Callin.

- 28 -

Function Settings ExplanationSupervisor Protection BatchReports

BusinessDayReportsCustomizedReportsDayCloseManualAccount#RecentErrorReport

Callin.

Login requirements for terminal functionsThisoptionallowsyoutodeterminewhichfunctionsrequireamanagerorsupervisortoentertheirloginIDandpassword.FunctionswillonlyappearintheoptionlistiftheycanbeIDandpasswordprotected.Thesamestepsareusedtodisableuseridandpasswordrequirements.Seethefollowinglistofavailablefunctionsandreports:

Function Settings ExplanationEnd of DayManual Account #Batch ReportsBusiness Day ReportsCustomized ReportsBatch CloseRecent Error Report

On/Off Enables/disablessupervisorprotectiononthisfunction.

1. Press /AdminkeySetupMenuCustomizationAuthority Setup.

2. Selectthefunction(seelistbelow)youwishtochangetheloginrequirementsforandpressOK.

3. ConfirmyouwanttochangethisfunctiontorequireauserIDandpassword(YesorNo).

4. TheuserIDandpasswordrequirementisnowenabled/disabledonthisfunction.

Configuration reportsUsethisreporttoprintareportofallyourconfigurationsettings.

1. Press /AdminkeySetupMenuConfig.Reportsandoneofthefollowing:Communications,Customization,Host 1 Settings,Host 2 Settings orBIN Ranges.

2. Confirmthatyouwanttoprintthereport(YesorNo).» Communications–Areportwillprintwithallofyourcommunicationsettings.» Customization–Areportwillprintwithallofyourcustomizedsettingsthatareprotectedbya

supervisorIDandpasswordandifyourendofdayprocessrequiresauserIDandpassword.» Host 1 Settings–AreportwillprintwithallofyourHost1settingsandtheirvalues.» Host 2 Settings–AreportwillprintwithallofyourHost2settingsandtheirvalues.

Communications(TDiWL252Bluetooth)UsetheseoptionstochangecommunicationsettingsonyourBluetoothterminal.

This option is only used when calling into Help Desk or to ensure that all your terminals have the same settings.

You must enter a valid supervisor ID and password to access this option.


- 29 -

Comms typeUsethisoptiontochangethecommunicationssettingtypebetweendial-upandEthernet.

1. Press /AdminkeySetupMenuCommunicationsComms Type Setting.

2. Selectthedesiredoption(1-EthernetOnlyor2-DialOnlyor3-Ethw/dialF’backor4-Dialw/EthF’back).

3. Thenewcommunicationmodeisnowactive.

IP Address typeUsethisoptiontochangetheIPaddressforEthernetcommunications.

1. Press /AdminkeySetupMenuCommunicationsIP Address Type.

2. Selectthedesiredoption(1-DynamicIPor2-StaticIP).

3. IfyouselectedDynamic IPgotostep 5.

4. IfyouselectedStatic IP:a) Selectthedesiredoption(1-TerminalIP,2-GatewayIP,3-IPSubMask,4-PrimaryDNSIPor5-

SecondaryDNSIP).b) Whenyouselectanyoftheaboveoptions,entertheIP address andpressOK.ForastaticIPaddress

youmustcompletealloftheaboveinformation.Alloftheaddressesare12digitslongandsuppliedbyyourInternetserviceprovider(ISP).Leadingzerosarenotusuallyprovidedorrequiredtobeentered.Itisfourgroupsof1to3numbersseparatedbydecimalpoints.

5. TheIPaddressisnowsaved.

Dial upUsethisoptiontochangethedialupcommunicationssetting.

1. Press /AdminkeySetupMenuCommunicationsDial Menu.

2. Selectthedesiredoption(1-PrefixCodeor2-LDPrefixor3–Pre-Dialor4-DialRetryor5–DialTone6–Baudor7–DialMode).

» Prefix Code–EntertheprefixcodethatmayberequiredtoaccessthetelephonenetworkandpressOK.Forexample,someofficebuildingsmayrequireyoupress9 beforedialingoutofthebuilding.

» LD Prefix–EnterthelongdistanceprefixcodethatmayberequiredandpressOK.» Predial–SelectwhetheritisOnorOff.SettingittoOnwillreducethetimeittakestoperformthe

transaction.» Dial Retry–enterhowmanytimesthatyouwanttoretrydialingtheserverifyoudon’tconnecton

thefirsttimeandpressOK.Donotsetthishigherthan3.» Dial Tone Check–SelectwhetheritisOnorOff.» Baud–Selectwhichbaudrateyouwanttousetoconnecttotheserver(1–300,2–1200or3

–2400)andpressOK.Select3 -2400.» Dial Mode–Selectwhichmodeyouwanttouse(1–Toneor2–Pulse).

3. Thenewdialupcommunicationmethodisnowactive.

BluetoothUsethisoptionwhenrequestedbytheTDMerchantSolutionsHelpDesk.Normallyyouwouldn’tusethisoption.

1. Press /AdminkeySetupMenuCommunicationsBluetooth.

2. Selectthedesiredoption(1-NewBaseor2-Removebaseor3–PrintBases).

New Basea) Docktheterminalontothenewbasesothattheycanconnect.

Please ensure that you enter the decimal points in your IP addresses as they do not auto-populate.

- 30 -

b) WhenthebaseandterminalaresuccessfullyconnectedthescreenwilldisplayBASE ASSOCIATION OK.

Remove Basec) TheBluetoothbaseandterminalarenowdisconnectedfromoneanother.

Print Basesd) Theterminalprintsthebasename,serialnumberandBluetoothaddress.Thebasenameisthe

numberthatyouseeontheterminalscreenundertheB .

Communications(TDiWL255Wireless3G)Theterminalcommunicationsettingsarepresetanditwillnotworkcorrectlyifyoumakeanychanges.

GeneraloptionsUsetheseoptionstoconfigureyourterminal’svolume,screenbrightnessandothergeneralsettings.

Training modeThisoptionallowsaManagerorSupervisortosigninandtrainanewuseronthefunctionsoftheterminalwithoutimpactinganylivetransactionsortotals.WhileinTrainingModetheusercanperformalltransactionsexceptforanyconfigurationchangesorchipcardtransactions.Whenintrainingmode:

1. Press /AdminkeyOtherFunctionsTrainingMode.

2. Enterorexittrainingmode(1-Enteror2-Exit).

3. Trainingmodeisnowenabled/disableddependinguponyourselection.YouwillreturntotheIdlescreenwiththewordTraining.

Keystroke soundsThisoptionallowsyoutoenableordisablethebeepswhenkeysarepressed.

1. Press /AdminkeySetupMenuCustomizationHardwareOptionsKey Beep.

2. Selectthedesiredoption(1-AllOffor2-AllOnor3-InvalidOnly).» All Off–Theterminalwillbeeponeverykeypress.Thisisthedefault.» All On–Theterminalwon’tbeepwhenkeysarepressed.» Invalid Only–Theterminalwillonlybeepwhenaninvalidactionisperformed.

3. Thenewkeystrokesoundsarenowchangedtoyourselection.

Terminal backlightThisoptionallowsyoudeterminewhenthescreenlightison.

1. Press /AdminkeySetupMenuCustomizationHardwareOptionsBacklight.

2. Selectthedesiredoption(1-AlwaysOffor2-AlwaysOnor3-On/KeyPress).» Always On–Thescreenwillalwaysbelit.Thisisthedefault.» Always Off–Thescreenwillalwaysbeoffuntilatransactionisinitiated.» On / Key Press–Thescreenwillturnonwhenakeyispressedoracardisswiped.

3. Thebacklightingsettingisnowchangedtoyourselection.

•The Idle screen will display the word Training.

• All screen names will have a (D) at the end to indicate that you are in demo/training mode – Sale (D), Main Menu (D), etc.

• You can create, edit and delete users that will be active after you exit training mode.

•Receipts will include **** Training Mode **** under the transaction type.


- 31 -

Idle timerThisoptionwilldimtheterminalafterasetperiodofinactivity.Thissettingdictateshowlongaterminalwillsitunusedbeforereturningtotheidlescreen.Werecommendthatthisbesetto60secondsotherwiseyoumayexperiencemoretransactionstimingoutwhichwillrequireyoutorestartfromthebeginning.

1. Press /AdminkeySetupMenuCustomizationIdle Timer.

2. Enterthedesirednumber of secondsbeforeyourterminalentersidlemodeandpressOK.Thedefaultis60seconds.

3. Theidletimermaximumisnowset.

Reset invoice numberUsethisoptiontoresetyourinvoicenumberto1.Thiswillbereflectedontheprintedreceipts.

1. Press /AdminkeyMaintenanceResetMenuReset Invoice #.

2. Confirmyouwanttoresettheinvoicenumberto1(YesorNo).

3. Theinvoicenumberisresetto1.

CashbackoptionsUsetheseoptionstoconfigurepresetcashbackformatandamounts.

1. Press /AdminkeySetupMenuCustomizationTransactionOptionsCashbackOptions andselectoneofthefollowing:

CashbackUsethisoptiontoenable/disablecashbackfunctionality.

a) Cashbackisenabled/disabled.

MaxCashbackAmtUsethisoptiontosetthemaximumallowablecashbackamountthatacustomercanreceive.

a) Enteramaximum allowable Cashback amountandpressOK.b) Themaximumallowablecashbackamounthasbeenset.

EnablePresetsUsethisoptiontoenablepresetcashbackamounts.

a) Cashbackpresetsareenabled.

Configure PresetsUsethisoptiontoconfigurepresetcashbackamounts.

a) Selectthecashbackpresetoptionthatbestsuitsyourneeds.Seebelowforallthecashbackpresetexamples.

b) Cashbackpresetsareset.

You cannot reset the invoice number with an open batch. Close the existing batch and then reset the invoice number.

Whenever you do a Host 2 Download, you will overwrite the cashback options with what is on the server. To ensure that your cashback settings aren’t overwritten, we suggest you call in to change them.

- 32 -

Cashback presetsUsethisoptiontoconfigurepresetcashbackamounts.

Format Display ExplanationPresetCashback$ $10

$20$30

Cashbackasthreepresetcashvalues.

TipoptionsUsethisoptiontoconfigurepresettipformatandamounts.

1. Press /AdminkeySetupMenuCustomizationTransactionOptionsTip Options.

2. Selectthetippresetthatbestsuitsyourneeds(1–Percent(%)Tip,2–Amount($)Tipor3-OtherTipOptions).

3. IfyouselectedPercent (%) Tip:a) Pressthenumbercorrespondingwiththepercentageyouwanttochange.b) EnterthenewpercentageandpressOK.c) Repeatforeachpercentageyouwanttochange.

4. IfyouselectedAmount ($) Tip:a) Pressthenumbercorrespondingwiththedollaramountyouwanttochange.b) EnterthenewdollaramountandpressOK.c) Repeatforeachamountyouwanttochange.

5. IfyouselectedOther Tip Options:a) Selectthetipoptionyouwanttouse.b) Selectthepercentage/amountfortheavailableoptionsandpressOKaftereachone.

ForalistoftheOther Tip Options,seebelow.

6. Theselectedtipformatisnowactive.

Other tip optionsTherearevarioustipformatsthatyoucanuseontheTDiWl252/255.Theyare:

Tip Format Display ExplanationPercentage % Thecustomercanenteratipasapercentageoftheoverallsale.

Enter0%toleavenotip.

Dollar Amount $ Thecustomercanenteratipasadollaramount.

Enter$0toleavenotip.

Whenever you do a Host 2 Download, you will overwrite the cashback options with what is on the server. To ensure that your tip settings aren’t overwritten, we suggest you call TD Merchant Solutions Help Desk to change them.

Whenever you do a Host 2 Download, you will overwrite the tip options with what is on the server. To ensure that your tip settings aren’t overwritten, we suggest you call TD Merchant Solutions Help Desk to change them.


- 33 -

Tip Format Display ExplanationPercentage or Dollar Entry

1-%

2-$

OR

1-$

2-%

Thecustomercanselectwhethertheywanttoentertheirtipasadollaramountorapercentageoftheoverallsale.

Enter$0or0%toleavenotip.

Percentage, Dollar Entry or No Tip

1-%

2-$

3–NoTip

Thecustomercanselectwhethertheywanttoentertheirtipasadollaramountorapercentageoftheoverallsale.

SelectNoTiptoleavenotip.

Three Preset Percentages

1-Preset%=$XX.XX

2-Preset%=$XX.XX

3-Preset%=$XX.XX

Thecustomercanselectapresettippercentage(thatyouwouldhavesetaheadoftime)withtheamountofthetipalreadycalculated.Forexample,youhavedecidedthatyouwantthepresettipoptionstobe10%,20%and30%andyouhavejustmadeasalefor$20.00.

Thetipscreenwouldlooklikethis:

1–10%(of$20)=$2.00

2–20%(of$20)=$4.00

3–30%(of$20)=$6.00

Three Preset Dollar Amounts or Manual Dollar Amount

1–Preset$

2–Preset$

3–Preset$

4-$

Sameasabove,butthecustomerhastheoptiontoenterthetipdollaramount.

Selectthelastoptionandenter$0 toleavenotip.

Three Preset Dollar Amounts

1–Preset$

2–Preset$

3–Preset$

Thecustomercanselectapresetdollarvalueforthetip(thatyouwouldhavesetaheadoftime).Forexample,ifthepresettipoptionsare$5.00,$7.50and$10.00,thetipscreenwouldlooklikethis:

1–$5.00

2–$7.50

3–$10.00

Three Preset Dollar Amounts or Manual Percentage Amount

1-Preset%=$XX.XX

2-Preset%=$XX.XX

3-Preset%=$XX.XX

4-%

Sameasabove,butthecustomerhastheoptiontoenterthetippercentage.

Selectthelastoptionandenter0%toleavenotip.

ReceiptoptionsUsetheseoptionstoconfigureyourreceipts.

• Receiptbanner

• Preprintreceipt

• Receiptdelay

• Receiptorder

• Reprintlastcustomerreceipt

• Reprintlastreceipt

• Reprintolderreceipt

- 34 -

Receipt bannerThisoptionallowsyoutoaddashortsloganoradvertisingtothebottomofallreceiptsprintedfromaterminal.

1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Banner.

2. Enablethereceiptbanner(YesorNo).

3. Enterthenumberoflinestoprintonthereceipt(1 – 9)andpressOK.Ifyousetittozeroitwilldisablethereceiptbanner.

4. Selectthefont sizeforthedisplayedline(SingleorDouble).Singlesizecanhave26characterstoalineanddoublewillallow20characters.

5. EnterthetextforthedisplayedlineandwhenfinishedpressOK.SeetheReferencessectionattheendofthisdocumentforhelpenteringalpha-numericcharacters.IfyoupressOKwithoutenteringanything,thelinewillbeleftblank.

6. Gotostep5foreachlineinyourreceiptbanner.WhenyoupressOKafterthefinalline,yourchangesaresavedandwillbeappliedtoallfuturereceipts.

Preprint receiptUsethisoptiontopreprintpartofthereceiptwhiletheterminalsendsthefinancialtransactiondetailstobeverifiedbythefinancialservers.

1. Press /AdminkeySetupMenuCustomizationReceipt Options and Preprint.

2. Enablethepreprintoption(YesorNo).Thedefaultisoff.

3. Preprintisnowenabled/disabled.

Receipt delayUsethisoptiontoaddatimedelaybetweenprintingreceiptcopies.

1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Delay.

2. Enterthetime delaybetweenprintingthemerchantandthecustomerreceipts(1to99seconds)andpressOK.Thedefaultdelayisthreeseconds.

3. Thetimedelayisset.

Receipt orderUsethisoptiontodecidewhichreceiptprintsfirst,merchantorcustomer.

1. Press /AdminkeySetupMenuCustomizationReceiptOptionsReceipt Order.

2. Selectwhichreceiptprintsfirst(MerchantorCustomer).Bydefaultthemerchantreceiptprintsfirst.

3. Thereceiptorderisset.

Reprint last customer receiptThistransactionisusedtoreprintthelastcustomerreceiptbeforeanothertransactionisprocessed.Thisisaquickwaytoreprintthelastcustomerreceipt.Ifyouneedtoreprintamerchantreceiptseethetransactionbelow.

1. Press0 key.

2. Confirmyouwanttoreprintthelastreceipt(YesorNo).

3. Thelastcustomerreceiptreprints.

• The receipt banner must be added to each terminal that you want to use it on.

• The more lines you add to the banner, the more paper will be used when you print a receipt. If you print a large number of receipts daily, your paper usage may be significantly higher than what you’re accustomed to.

• It’s your responsibility to ensure that the content of any banner message complies with all applicable laws. By using this feature, you agree that you are solely responsible for any advertising messages displayed on the terminal.


- 35 -

Reprint last receiptThisoptionisusedtoreprintthelastmerchantorcustomerreceiptbeforeanothertransactionisprocessed.

1. Press /AdminkeyReprintMenuReprint Last.

2. Selectwhichreceiptistobereprinted(1–MerchantCopy,2–CustomerCopyor3–Both).

3. Thelastreceiptreprints.

Reprint older receiptThisoptionisusedtoreprintareceiptprintedbeforethelastreceiptsincethelastendofdayclose.

1. Press /AdminkeyReprintMenuReprint Previous.

2. Selecthowyouwouldliketolookupthereceiptby(1–All,2–OperatorID,3 –Invoice#,4–Account#or5 –ApprovalCode).

» All–Selectthetransactionthatyouwanttoreprintthereceiptsfor.» Operator ID–EntertheOperatorIDandpressOK.» Invoice Number–EntertheInvoiceNumberandpressOK.» Account #–SwipethecardusedtomakethesaleorenterthecardaccountnumberandpressOK.» Approval Code–EntertheApprovalCodeandpressOK.

3. Scrolltothedesiredtransaction(ifthereismorethanone)andpressOK.

4. Confirmthisisthecorrectreceipt(YesorNo).

5. Selectwhichreceiptistobereprinted(1–MerchantCopy,2–CustomerCopyor3–Both).

6. Theselectedreceiptorreceiptsreprint.

TransactionoptionsUsetheseoptionstofinetuneyourterminaltoperformtransactionsexactlyhowyouwantitto.

• Cardpresent

• Duplicatetransactioncheck

• Partialauthorization

• Transactionlimit

Card presentThisoptiondisplaysascreenthatallowstheusertoindicatewhetheracardispresentornotforamanuallyenteredtransaction.

1. Press /AdminkeySetupMenuCustomizationTransactionPromptsCard Present.

2. Selectthedesiredoption(OnorOff).Thedefaultsettingisoff.

3. Thecardpresentfeatureisenabled/disabled.

Duplicate transaction checkThisoptionisaformofsecurityagainstaccidentallyenteringthesamecreditcardtransactionintotheterminaltwice.Iftheterminaldetectsanidenticaltransactionbeingperformed,itwillraiseaflagandaskyouwhetheryouwishtoproceed.

1. Press /AdminkeySetupMenuCustomizationTransactionOptionsDuplicate trans Check.


3. Duplicatetransactioncheckisenabled/disabled.

Partial authorizationApartialauthorizationoccurswhenapaymentisattemptedforatransactionandthereareinsufficientfundsintheaccounttocoverthefullamount.Theissuerreturnsanauthorizationfortheamountavailableintheaccount,leavingthemerchanttoobtainanadditionalformofpaymentfromthecustomerforthebalance.

1. Press /AdminkeySetupMenuCustomizationTransactionPromptsPartial authorization.

- 36 -


3. Thepartialauthorizationfeatureisenabled/disabled.

Transaction limitThisoptioncreatesatransactiondollaramountlimitfortheterminal.Thisisausefuloptiontolimittransactionamounts

1. Press /AdminkeySetupMenuCustomizationTransactionOptionsHigh Amount Limit.

2. Selectthedesiredoption(1-Offor2-Limitor3–Limitw/Password).» Off–Thisisthedefaultsetting.Gotostep 5.» Limit–Thisisahardlimitandnotransactionsareallowedabovethisamount.Gotostep3.» Limit w/password –Thisisasoftlimitthatrequiresapasswordtobypass.Gotostep3.

3. EnterthehighamountlimitandpressOK.Ifyoualreadyhaveoneset,itwillbedisplayedinthebottom-rightcornerofthescreen.

4. Ifyouselectedlimitw/password,selecttheusertyperequiredtoexceedthelimit(1–Operatoror2–Supervisor).

5. Thetransactionlimitchangesarenowenabled/changed/disabled.

TD iWL252/255 Merchant GuideTroubleshooting 6

- 37 -

TroubleshootingWithanyequipment,sometimesproblemsoccur.WiththeTDiWl252/255terminal,errormessagesaredisplayedonscreenwithashortdescription.Belowisalistoferrormessagesthatyoucouldseeontheterminalscreenandtheactionsrequiredtoresolvethem.

Errorcodes

“A” Error codes Explanation Action requiredAlready In Training Mode

TheusertriedtoenterTrainingmodewhentheywerealreadyinit.

EitherproceedwithTrainingModeorrepeatthestepsandexitTrainingMode.

Amount $0.00 Not Allowed

Youmustenteranamountgreaterthan$0.00.

PleaseenteranewamountandpressOK.

“B” Error codes Explanation Action requiredBad Communication Press CANC key And Try Again

Terminaldetectedacommunicationfailureafterthetransactionwasinitiatedtothehost.

PressCancelandtryagain.

“C” Error codes Explanation Action requiredCannot Reset Invoice # to 1 When Set to Manual

Theterminalhasinvoicenumberentrysettomanualentry,andthisoptionisnotallowedinthismode.

ContacttheTDMerchantSolutionsHelpDeskifyouwishtochangetheentrymodetoautomatic.

Card Error Please Try Again

Theterminalfailedtoreadthechipontheinsertedcard.

Removethecardandtryinsertingitagain.Allowthreeconsecutiveattemptsofthecardinsertion.

Card Error Use Mag Strip

Theterminalfailedtoreadthechipontheinsertedcard.

Removethecardfromthechipreaderandswipeitthroughthemagneticstripreader.

Card Removed Too Soon Try Again

Thechipcardwasremovedfromtheterminalbeforethetransactionwascompleted.

Processthetransactionagain,whileinstructingthecardholdernottoremovethecarduntilinstructedbytheterminal.

Cashback Amount Exceeds Limit OK to Try Again

Thecashbackamountenteredexceedsthemaximumallowedforthisterminal.

Enteranotheramountwithinthecashbacklimit.

Check Printer Theprinterisnotreadyforprinting. PressOKtocontinueorCanceltoreturntopreviousscreen.Verifythattheprinterhaspaperandthatthecoverisclosedproperly.

Close Batch Failed End Of Business Day Not Complete

TheterminalfailedtocompleteaBatchClosetransactionduringtheEndofBusinessDay.

RetrytheEndofBusinessDaytransaction.

Close Batch Now Theterminalhasreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabatch.

PerformaBatchCloseimmediately.

Close Batch Soon Theterminalhasalmostreachedthemaximumnumberoftransactionsthatcanbeaccumulatedforabatch.

ABatchClosemustbeprocessedassoonapossibleinordertocontinueprocessing.

- 38 -

“C” Error codes Explanation Action requiredConnection Failure Press CANC Key And Try Again

Otherissuescancausecommunicationfailuresuchasinternaldialingerrors.


Customer to Insert Chip Card

Thecardholderattemptedtoswipeachipcardontheterminal.

PressOKorCanceltocancelthedisplay.Insertthecardintothechipreaderontheterminal.

“D” Error codes Explanation Action requiredDefault Manager ID Update Failed

ThemanagerIDwasnotproperlyupdatedduringtheHost2download.

PleasecalltheTDMerchantSolutionsHelpDesk.

Download Host 1 Parameter First

TheterminalrequiresaUSBINandHost1Parameterdownloadtobeperformed.

DownloadUSBINParametersandthendownloadtheHost1Parameters.

Download Full Host 2 Params First

TheterminalrequiresafullHost2ParameterDownloadtobeperformed.

DownloadtheHost2Parameters.

“E” Error codes Explanation Action requiredEnd of Business Day Already Completed

Theendofdaytransactionhasalreadybeencompletedsuccessfully.

PressOKorCanceltoreturntoidlescreen.

End of Day Process Cancelled TheDayClosetransactionwascancelled.

Retrytheendofdayprocess.

“F” Error codes Explanation Action requiredFaulty Card Ifaswipedmagcardisdeemedtobe

faulty,suchasTrackIIdatacannotbereadorcorrupted.

Tryswipingthecardagain.Ifthatfails,askthecardholdertouseanothercard.

Function Not Allowed Thefunctionselectedisnotsetupforthisterminal.

Ifyourequirethefunction,pleasecontacttheTDMerchantSolutionsHelpDesk.

Function Not Allowed Under Training Mode

ThefunctionisnotallowedinTrainingMode.

ExitTrainingModeandretry.

“H” Error codes Explanation Action requiredHost 1 Download Not Completed

TheterminalattemptedaHost1Downloadanditwasnotcompletedsuccessfully.

TrytheHost1Downloadagain.

Host 2 Download Not Completed

TheterminalattemptedaHost2Downloadanditwasnotcompletedsuccessfully.

TrytheHost2Downloadagain.

“I” Error codes Explanation Action requiredID Already Exists TheIDenteredalreadyexistsonthe

terminal.EnteranotherID.

ID Table Empty TherearenoIDsdefinedintheterminal.

AddanewID.

Input Must Be At Least 1 Character Nocharacterwasenteredinarequiredfield.

AddanewIDthatisatleastonecharacterinlength.


- 39 -

“I” Error codes Explanation Action requiredInput Must Be At Least 3 Characters

Lessthanthreecharacterswereentered.

Enteratleastthreecharacters.

Input Must Be At Least 9 Characters

Lessthanninecharacterswereentered.

Enteratleastninecharacters.

Input Must Be Greater Than Zero Valueenteredmustbegreaterthanzero.

Enteravaluegreaterthanzero.

Input Not In Valid Range

Thedataenteredwasnotwithintherequiredvalues.

Re-enterthedata.

Insufficient Memory Do End Of Day Now

Ifthere’snomorememoryforthebusinessdayorifthenumberoftransactionsinthecurrentbusinessdayisequalto2000.

Dotheendofdaynow.

Internal Error Call Help Desk AAAAAAAAAAAA NNNNNNNNNNNN CCCCCCCCCCCCC

Theterminalhasencounteredafatalerror.AA…componentnameNN…applicationinfoCC…errorcode

PleasecontacttheTDMerchantSolutionsHelpDeskandprovidetheinformationonthescreen.

Invalid Account # Thecardusedfailedasecuritycheckorthecardnumberlengthisinvalidforthecardtype.

Enterthecardagain,iftheproblempersistsaskthecardholderforanotherformofpayment.

Invalid Date Thedateenteredontheterminalisnotvalidoroccursinthefuture.

Enteravaliddate.

Invalid Expiry Date Theexpirydateonthecardisinvalid. EnteravalidexpirydateORaskthecardholderforanotherformofpayment.

Invalid ID TheuserIDwasnotfoundontheterminal.

EnteravalidID.

Invalid Password ThepasswordisnotvalidfortheUserIDentered.

Re-enterthepasswordortryanother.

Invalid Tax Amount Thetaxamountenteredisnotwithintheallowablerange.

Re-enteranappropriatetaxamount.

Invalid Time Thetimeenteredisnotvalid. Enteravalidtime.

ISP Logon Failed Press Canc key and try again

TheISPhosthasrespondedwithBADAUTHORIZATIONresponse.ThismeansthataccesstoISPnetworkisdeniedandyouarebeingdisconnected.

Checkusernameandpassword.Failingthat,pressCancelandtryagain.

“L” Error codes Explanation Action requiredLine is Busy Press CANC key And Try Again

Remotemodemisbusy. PressCancelandtryagain.

Line In Use Press CANC key And Try Again

Thephonelineisbeingusedbyothers.


“M” Error codes Explanation Action requiredMaximum # of Entries Reached ThemaximumnumberofUserIDs

(100)hasbeenreached.ToenteradditionalIDs,someIDswillhavetobedeleted.

- 40 -

“M” Error codes Explanation Action requiredMemory Almost Full Do End Of Day Soon

Theterminalisclosetothelimitoftransactionvolumeallowedforthecurrentday.Thiswarningisonlydisplayedattheendofafinancialtransaction.

Performanendofday.

“N” Error codes Explanation Action requiredNo Answer Press CANC key And Try Again

Thecallwasunanswered. PressCancelandtryagain.

No Dial Tone Press CANC Key And Try Again

Thephonelinecurrentlydoesn’thavedialtone.


No Carrier Press CANC key And Try Again

Thephonelineiscurrentlybeingusedbyothers.


No Last Receipt Available

Ifthereisnolastreceipt(duplicatereceipt)availableforreprint.

Thereisnotreceipttoprintasofyet.

No Match Amatchcannotbefoundforthedataenteredorselected.

Retryorenternewdata.

No Response From Host Press CANC key And Try Again

Terminaltimesoutthehostresponse. PressCancelandtryagain.IftheproblempersistscontacttheTDMerchantSolutionsHelpDesk.

No Receipt Available Press OK/Cancel

Printerfailurewasdetectedwhenthetransactionstarted.

PressOKorCancelandverifyprinter.

No Transactions Found Atransactioncannotbefoundwiththecriteriaentered.

Enternewdata.

Not Accepted Thecardtypeenteredisnotsupportedonthisterminal.

Requestadifferentcard.

Not Accepted Use Mag Stripe

Thecardwasinserted,butthePINpaddoesnothavethecardtypedefinedforchip.

SwipethecardonthePINpad.Ifthecardtypeissupposedtobesetupforchip,pleasecontacttheTDMerchantSolutionsHelpDesk.

Not Accepted Obtain Card Cardnotaccepted. Requestadifferentcard.

Not Accepted Remove Card Thecardwasnotaccepted. Requestadifferentcard.

Not Allowed Thetransactionselectedisnotsetupforthisterminaloritisnotallowedwiththecardbeingused.

Tryanothercardtype.

Not Allowed Until EOD Completed & No Trans Outstanding

TheTMSdownloadcannotbeperformedifthereareoutstandingtransactionsanduntilanendofdayisperformedandbeforeanynewtransactionisperformed.

Performendofday.

Not Allowed To Reset Invoice # With Open Batch

Youcannotresettheinvoicenumberto1whilethereareopenbatches.

Closeallopenbatchesandthenresettheinvoicenumber.

Not Completed Theattemptedtransactionorfunctiondidnotcompletesuccessfully.

Re-attemptthetransactionorfunction.


- 41 -

“N” Error codes Explanation Action requiredNot Completed Obtain Card

Theterminalcancelledthetransaction.Theattemptedtransactionorfunctiondidnotcompletesuccessfully.


Not Completed Remove Card Transactionwasnotcompleted. Removethecard.

Number Not In The Range 1 – 9

Theinput#doesnotfallintherangeofprintlinesallowedforthereceiptbanner.

Enteravalidnumber.

Number Not In The Range 1 — 65535

Theenteredhost2portnumberisnotinavalidrange.

Enteravalidportnumber.

Not In Training Mode

YouhavetriedtoexitTrainingModewhenyouweren’talreadyinit.

N/A

“P” Error codes Explanation Action requiredParameter Init & Download Cancelled

Thedownloadwascancelled. Restartthedownload.

Passwords Do Not Match

Thepasswordconfirmationdoesnotmatchtheoriginalpasswordentered.

Re-enterthepasswordconfirmation.

Processing... Theterminalneedstocarryoutsomeprocessinginthebackgroundbeforethenextpromptcanbedisplayed.

Waituntiltheterminalfinishesprocessing.

Processing Error OK to Re-select Theterminal/PINpadhastimedout. PressCancelorpressOKtogobacktoApplicationSelection.

Processing Error Re-select Application

Theselectedapplicationcannotproceedduetoanunsupportedapplication.

PleasecontacttheTDMerchantSolutionsHelpDesk.

Processing Error! Transaction Not Completed

Theterminalencounteredanerrorwhentryingtoprocessachiptransaction.

RemovecardandpressCancel.Trytheactionagain.Iftheproblempersistsaskforanotherformofpayment.Iftheproblemoccursonmultiplechipcards,pleasecontacttheTDMerchantSolutionsHelpDesk.

“R” Error codes Explanation Action requiredReceipt Not Printed! Imprint Card and Complete Sales Draft Manually

Thetransactionwasapprovedhowevertheterminalisunabletoprintareceipt.

Manuallyimprintthecard,recordtheauthorizationcodeandhavethecardholdersignthereceipt.

Reset Date And Time From Main Menu

Theterminalrequiresthedatetobesynchronizedwiththehostdateandtime.

PerformtheDate / Time Syncfunctionontheterminal.

“S” Error codes Explanation Action requiredSystem Error Contact Help Desk

Theterminalhasencounteredasystemerror.

PleasecalltheTDMerchantSolutionsHelpDeskimmediatelytohaveyourterminalreplaced.

“T” Error codes Explanation Action requiredTransaction Cancelled Youhavecancelledthetransaction. N/A

- 42 -

“T” Error codes Explanation Action requiredTransaction Already Voided

Voidtransactionisattemptedonatransactionthathasalreadybeenvoided.

N/A

Transaction Not Allowed

Transactionnotallowedforthattypeofcard.


“U” Error codes Explanation Action requiredUse Chip Reader Achipcardwasswiped. Insertcardintochipreader.

Hardwaretroubleshooting

Problem Action requiredChip cards cannot be processed 1. Tryinsertingadifferentcard.Ifthiscardcanberead,theproblemis

withthefirstcard.

2. Useacleaningcardtocleanthecardreader.Ifyouneedcleaningcards,contacttheTDMerchantSolutionsHelpDesktopurchase.

3. Ifproblempersists,contacttheTDMerchantSolutionsHelpDesk.

Display screen is black 1. Ensurethatthepowercablesarefirmlyconnectedtothepowerportsandthewalljacks.

2. IfthePINpadscreenisblack,pressanykeyontheterminal.


Magnetic Stripe Card reader won’t read cards

1. Tryswipingthecardmorequicklyormoreslowlyorfromthefrontofthereadertowardstheback.

2. Tryswipingadifferentcard.Ifthiscardcanberead,theproblemiswiththefirstcard.

3. Requestanotherformofpayment.

4. Useacleaningcardtocleanthecardreader.Ifyouneedcleaningcards,contacttheTDMerchantSolutionsHelpDesktopurchasethem.


Printer does not print 1. Ensurethereispaperinthedevice;ifyes,ensurethepaperrollisinsertedcorrectly.


Printer Jam 1. Opentheprinterandcheckthatthepaperfeedisclearandthatthepaperrollisseatedcorrectly.

2. Closetheprinterlidandensurethatitisclosedcompletely.


Transaction not going through 1. EnsurethatthedatacablesareconnectedtotheterminalandPINpad.

2. CheckyourInternetconnectiontoensurethatitisworking.



- 43 -

Terminal informationThisoptiondisplaystheterminalIDofthedevice,thesoftwareversioninstalledandthedateitwasinstalledorupgraded.ThisisgenerallyonlyusedwhencallingtotheHelpDesk.

1. Press /AdminkeyMaintenance System Info.

2. Press toprinttheinformation.

3. Thereportwilldisplay.

Configuration reportsThisoptionallowsyoutoprintareportthatshowswhichconfigurableoptionshavebeenenabledonaspecificterminal.ThisisgenerallyonlyusedwhencallingtotheHelpDeskorifyouwanttocomparesettingsbetweentwoormoreofyourterminals.

1. Press /AdminkeySetupMenuConfig. Reports.

2. Selectoneoftheoptions(1-Communications,2-Customization,3-Host1Settings,4-Host2Settingsor5-BINRanges).

3. Printthereport(YesorNo).

4. Thereportprints.

- 44 -

This page is intentionally left blank.

TD iWL252/255 Merchant GuideAppendices 7

- 45 -

AppendicesEnteringlettersandspecialcharactersWheneveryouhavearerequestedtoenteraletterorspecialcharacter,suchasareceiptbannerorcreatingauserID,followthesesteps.PressCorrectiontochangeanyentry.

Letters Spaces Special characters

1. Pressthekeythathasthedesiredletteronit.Forexample,press / 2 key toenterC.

2. Pressthe F keyuntilthedesiredletterisdisplayed.

1. Press 0key.

2. Pressthe F keytwice.

1. Pressthe /Admin key.

2. Pressthe F key untilthedesiredspecialcharacterappearsonthescreen.

LostorstolenequipmentIfyourdevicehasbeenlostorstolen,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,pleasecontacttheTDMerchantServicesHelpDeskandprovidethisinformationsothatyoucanreceiveareplacementdevice.Seebelowforaneasytouseinformationcardtorecordtherequiredinformation.

Police Information

Name ___________________________________________

Jurisdiction ___________________________________________

Contact Information PH#_________________________ EXT #_________

FAX# ______________________________________

Email ______________________________________

Report Number ___________________________________________

Device Information

Stolen Device Serial Number ___________________________________________

- 46 -

Maintainingtheterminal• Don’tplacethemonamagnetizedpad—thiswillcausethemtomalfunction.

• Routinelycleanthemwithadampclothsothatspillsdon’tgetintotheinnerworkings.

• UseTD-approvedcleaningcardsforthechipandmagneticcardreaders.

Storingtheterminal• Theymustbestoredintemperaturesbetween0°and50°Celsius.

• Donotleavethemoutdoorsovernight,especiallyinthewinter.

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.Yourterminalhasmorefeaturesandfunctionalitytoexploreonourdocumentationportalwww.TDMerchantSolutions.com/ResourceCentre.

(535402)(1016)

Date post:	05-Feb-2018
Category:	Documents
Upload:	truongthuan
View:	235 times
Download:	3 times

TD iWL252/255 - TD Canada Trust · PDF fileAbout the TD iWL252/255 1 - 1 - Welcome to TD...

Documents