Step 2: Terminal Details
The Terminal Details page enables you to specify additional details for the terminal.
To ensure you are on the correct page:
- If you clicked Next at the Terminal Setup page, you should see the
Terminal Details page open.-or-
- Find a merchant and open the Terminal Details page for a terminal that is already partially set up.
Enter or edit information in the fields on the Terminal Details page:
- In the Amex panel, if the merchant is set up to accept American Express, the Amex DBA Name and Description appear here by default; you can edit the Amex DBA Name if required.
- In the Terminal Information panel, you can review and, where appropriate, edit information in the fields.
- Serial Number: The serial number assigned to this terminal.
- Attachment Code: The Attachment Code selected for the terminal on the Terminal Setup page appears here by default.
- MIF Location Code: The Merchant Information File Location Code for the terminal appears here by default; this is an alternative identifier for a terminal within a BIN. If the BIN has been set up for MIF processing, you can click the adjacent Change MIF button to change this code.
- Idle Prompt: The text that will display on the terminal when it is not in use. The terminal will display the current date and time when this field is left blank.
- Use static IP: This field indicates if the terminal will use a static IP address for Ethernet connectivity.
- In the Printer Settings panel, you can review and, where appropriate, edit information in the fields. These printer settings control the printed output from the terminal.
- Printer Model: Ensure INTEGRATED is selected.
- Printer Type: Ensure On is selected.
- Auth Only Receipt: Select desired option.
- Print Customer Copy: The selection from the drop-down list indicates if a customer copy prints and if it prints automatically or after the user confirms they want a copy. The options are: Automatic, None, or Confirm.
- Merchant Receipt Truncation: When selected, this check box indicates that the account number will be truncated on the merchant's receipt.
- Detail Report Account Number Truncation: When this check box is selected, the Detail Report printed on the terminal will truncate the card number
- In the Auto Close Settings panel, you can review and, where appropriate, edit information in the fields.
- Auto Close: When selected, this check box enables the terminal to transmit a batch automatically at a pre-set time.
- Auto Close Time 1: The time (0000-2359) that the terminal will auto-close within a 24 hour period.
- Auto Close Attempts: The number of times that the terminal will attempt to auto close.
- Auto Close Reports: The option selected from the drop-down list indicates the type of reports that will print after a successful auto close. The available options are:
- Host Connection Type: Ensure S-Single is selected.
These auto close settings determine the manner and frequency with which a terminal uploads a batch of transactions into the capture system.
- In the Header / Custom Footer Lines panel, you can review and, where appropriate, edit information in the fields.
- Header Line 4/5/6: A customized message to be printed on lines four, five, and six of the transaction receipt header.
- Footer Line 1/2/3/4: A customized message to be printed on lines one, two, three, and four of the transaction receipt footer.
These header and footer line settings allow you to specify custom information that prints on receipts originating from the terminal.
- In the Debit, EBT, Surcharge and Other Settings panel, you can review and, where appropriate, edit information in the fields.
- EBT Trans Type: The option selected from the drop-down list indicates whether the terminal can process food stamps or cash benefits. The available options are:
- Not Supported: This option indicates the terminal can process neither food stamps nor cash benefits.
- Food Stamps: This option indicates the terminal can process food stamps only.
- Cash Benefits: This option indicates the terminal can process cash benefits only.
- Both: This option indicates the terminal can process both food stamps and cash benefits.
- EBT FCS Id: The state government-issued Food and Consumer ID number assigned to the merchant.
- Receipt Sign Line: The option selected from the drop-down list indicates whether an optional signature line is printed on ATM receipts.
- Pad AvailablePad Available: The option selected from the drop-down list indicates whether a PIN pad is attached to the terminal. The available options are:
- No PIN Pad
- There is a PIN Pad
- PIN Pad Type: If the option There is a PIN Pad is selected from the Pad Available field in the PIN Settings panel of the Terminal Details page, then the option selected from this drop-down list indicates the type of PIN pad that is attached to the terminal. The available options are:
- Desk 1500
- iPP315
- Internal PIN Pad
- PIN Pad Idle Prompt: If the option There is a PIN Pad is selected from the Pad Available field in the PIN Settings panel of the Terminal Details page, then the entry in this field indicates the prompt that displays when the PIN pad is idle
- Surcharge Amount: If the Attach Surcharge check box in the Surcharge Settings panel on the Terminal Details page is selected, the entry in this field indicates the surcharge amount applied.
- Surcharge Receipt Description: If the Attach Surcharge check box in the Surcharge Settings panel on the Terminal Details page is selected, the entry in this field indicates the description of the surcharge.
- Merchant ABA Number: The American Banker's Association number for the merchant; a nine-digit number that identifies the merchant with a debit network. If you do not know the ABA number, you can enter nine zeros in this field.
- Merchant Settlement Agent (FIID): The four-character identification number assigned by the Debit Gateway.
- Reimbursement Attribute: The option selected from the drop-down list indicates whether the merchant is a retail or a supermarket merchant with a qualifying or pre-existing Interlink debit card acceptance. The option selected also impacts the rates that a merchant is charged when an Interlink debit transaction is processed. If you do not know the correct value to enter, contact your supervisor. The available options are:
- 0 - Other Direct Debit
- F - Canada Recurring Payment
- M - Canada Card Not Present
- W - Pre-existing Supermkt Me
- X - Pre-existing Retail Merc
- Y - Qualifying Supermkt Merc
- Z - Qualifying Retail Merch
- Cashback: Indicates that cashback transactions require a PIN.
- Cashback Limit: Allows for an upper limit to be set for cashback on debit transactions. Enter a dollar amount in this field. The maximum value for this field is 99999, which is equivalent to $999.99 (a decimal is implied between 3rd and 4th digits). Cashback must be selected in the Cashback/Tip field of the ATM card range for this field to apply. If Cashback is selected and this field is left at the default value, a merchant can give any amount of cash back to customer
- In the Dial Settings panel, you can review and, where appropriate, edit information in the fields.
- Dial Type: This field shows the type of dialing system used by the merchant’s phone system.
- Batch Upload Speed: The option selected from the drop-down list indicates the modem speed at which the terminal transmits a batch.
- Settle Comm Type: The option selected from the drop-down list indicates the connection used to settle the batch.
- Download Speed: The option selected from the drop-down list indicates the speed at which the terminal will download.
- Auth Comm Type: The option selected from the drop-down list indicates the connection used to receive an authorization.
- Transaction Speed: The option selected from the drop-down list indicates the speed at which the terminal will authorize a transaction.
- Auto DL: When selected, this check box enables the terminal to download automatically at a pre-set time.
- Semi-Integrated:This check box and its associated fields are used to configure semi-integrated functionality.
- Semi-Integrated Idle Message
- Semi-Integrated CommPort
- Semi-Integrated CommType
- Semi-Integrated Print
- Semi-Integrated Baud Rate
- Semi-Integrated IPPort
- Semi-Integrated BlueTooth Device Name
- In the Tip Settings panel, you can review and, where appropriate, edit information in the fields.
- Tip Option: The option selected from the drop-down list indicates whether the tip function and the "Enter Server ID" prompt are enabled when performing a transaction.
- 1 - Tip after Sale
- 0 - Off
- 2 - Tip at Sale
- Auto Tip Percentage: The percentage the terminal will use to automatically calculate the tip amount at the point of sale.
- 00 - Feature disabled
- 01-99
- Clerk/Server Option
- 2 - Server
- 3 - Cashier
- 0 - Off
- 1 - Clerk
- Display Tip Percentage: This field enables tip assist functionality.
- Tip Assist Percentage 1
- Tip Assist Percentage 2
- Tip Assist Percentage 3
- In the Flags and Adjustments panel, you can review and, where appropriate, edit information in the fields.
- Fraud Control Keys: The entry in this field indicates the type of fraud control that is enabled for a terminal when a card is swiped. The possible entries are explained as follows:
- 00000000: No fraud control enabled.
- 11111111: The terminal requires the last four digits of the card number to be entered.
- 22222222: The terminal displays the full card number.
- 33333333: The terminal requires the last four digits of the card number to be entered and displays the full card number. This entry is not supported by all terminals.
- Manager Password: A customized password for any management reports.
- Password Protection Keys: This field allows the programming of a password on selected terminal keys and functions.
Default values:
0 0 0 0 0 0 0 0 0 0 0 0 0 0
correspond to positions:
1 2 3 4 5 6 7 8 9 A B C D E
Positions 1-9 and A-E correspond to terminal keys as follows:
- 1 - Delete Transaction
- 2 - Offline/Force
- 3 - Debit Re-Enter
- 4 - Reports
- 5 - Refund
- 6 - Batch Settle
- 7 - Reversal/Void
- 8 - Store and Forward
- 9 - N/A
- A - N/A
- B - NA
- C - NA
- D - NA
- E - N/A
Valid options for each position:
- 0 - Off
- 1 - Supervisor password required
- 2 - Manager password required
- Maximum Number of Adjustments: The maximum number of adjustments that can be made to a transaction in the batch.
- Device Code: The entry in this field designates the type of device requesting an authorization and the merchants industry type. Acceptable values for this field include:
- DR: Dial Terminal/Retail
- DF: Dial Terminal/Restaurant
- Language Indicator: The option selected from the drop-down list configures the language that the terminal will use to display text.
- Beeper On: When selected, this check box configures the terminal keys to beep when pressed.
- EMV Signature Only: When selected, this check box configures the terminal to only use the customer signature as the EMV card verification method.
- Amount Adjustment: When selected, this check box enables the merchant to change the amount of a transaction already captured in the terminal.
- Duplicate Trans Processing: When selected, this check box enables the terminal to check for duplicate card numbers and transaction amounts prior to authorizing the card.
- AVS Flag: When selected, this check box activates the Address Verification System flag, which enables terminal prompts for manually typed Visa card numbers only. If a manually entered Visa card number and a "Card Present" configuration setting is selected, the terminal will prompt for the ZIP code on the account. For non-Visa cards, the terminal will not prompt for a ZIP code. If a "Card Not Present" configuration is selected on a non-Visa card, the terminal reverts to a mail/phone order transaction.
- Authorization Only: When selected, this check box disables the terminal from capturing transactions in its memory. This information overrides the values entered in the Data Capture Required field on the Card Range - Setup page. This option is enabled by default if the terminal is configured to authorize transactions but not capture this information.
- In the CPS Settings panel, you can review and, where appropriate, edit information in the fields.
- Reset Ref Number To 001 Flag: When selected, this check box enables the terminal to reset transaction reference numbers after a successful transmit. When this check box is cleared, the terminal will increment reference numbers after a successful transmit.
- Data Augmentation Flag
- Purchasing Card Flag: When selected, this check box enables terminal prompts for Visa or Mastercard purchasing cards.
- Check Expiration Date: When selected, this check box enables the terminal to verify a card’s expiration date prior to dialing out to the host.
- In the Invoice Settings panel, you can review and, where appropriate, edit information in the Number Flag field.
- In the Terminal Authentication panel, you can review and, where appropriate, edit information in the fields.
- Authentication Code
- Confirm Authentication Code
- Create Test Authentication Code (optional)
The fields in this panel enable you to set up the authentication security feature.
Note: The fields in this panel should contain at least one numeric character and one alphabetic character. Alphabetic characters must be upper case. No characters can repeat consecutively. Do not use spaces in these fields.
- In the Advanced Terminal Settings panel, you can review and, where appropriate, edit information in the fields.
- Print Close Tab Receipt: When selected, this check box enables the terminal to print a closed tab receipt.
- Print Open Tab Receipt: When selected, this check box enables the terminal to print an open tab receipt.
- Auto Close Unadjusted Tip: Enables the terminal to close a batch in which some transactions have not had a tip adjustment.
- Counter Pay Tip: When selected, this check box configures the terminal to prompt for a tip after the transaction has been completed.
- Auto Close Open Tab: When selected, this check box enables the terminal to auto close a batch with open tabs.
- Close Tab With New Card: When selected, this check box allows the terminal to accept a different card to close an open tab.
- Open Tab Signature: When selected, this check box enables the terminal to print a customer signature line on an open tab receipt.
- Default Open Tab Amount: The entry in this field indicates the default amount to be requested when a tab transaction is performed.
- Process Tax: When selected, this check box enables the terminal to calculate tax and add it to the transaction before dialing out.
- Supervisor Password: The entry in this field indicates the password used for any feature which was set to use the Supervisor Password.
- Click Save at any time to save the information you have entered.
-or-
Click the Next button.
