Verifone Omni 3300 Manual
Contents
1. to cancel select NO The cardholder does not need to sign a Pre Authorization Completion NOTE COLLECTIVEPOS recommends keeping a copies of BOTH the Pre Authorization and Pre Authorization Completion transaction receipts for a minimum of 1 year from the date of the transaction FORCE POST If the event that you cannot connect to the host computer you may take a manual imprint of the cardholder s credit card and call the credit card company that issued you your merchant number for authorizations over your floor limit When the connection to the host computer is restored you may process these transactions through your terminal and deposit the proceeds electronically To perform a Force Post COLLECTIVE gt 1 Select Credit F2 Or FAE COR 2 Press the MORE key ne POS 3 Select Force Post f1 Depending on your terminal setup you may be prompted for an EMPLOYEE ID before the cardis swiped Enter your unique ID re in asen 4 Enter the authorization number provided to you by the credit suremas s card company that issued you your merchant number and press OK wi 5 Manually enter the credit card number and press OK y 6 Manually enter the credit card expiry date in MMYY format month then year and press OK ps nitan 7 Enter the COMPLETION AMOUNT the total amount that is to Pore be charged to the credit card and press OK CPOS Version 2 02 January 27 2003 Collective Logic Inc amp Collective Poi2. 09 00EST to 00 00EST Midnight Each night 3 hours of sales from 21 00EST 00 00EST will be carried forward and deposited on the following Settlement Day Settlement Day Settlement Day Settlement Day 21 00 21 00 21 00 21 00 21 00 21 00 H Operating Day H Operating Day 09 00 00 00 09 00 00 00 E l 500 E Deposit Detail for f Incomplete Day run at previous End of Day Deposit Detail Previous Deposit Detail Current Complete Day Incomplete Day a Detail Current Incomplete 200 Settlement Day Deposit Detail Previous Complete 600 Settlement Day Collective Logic Inc amp CPOS Version 2 02 16 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Deposit Detail for Incomplete Settlement 100 Day run from previous End of Day Report Operating Day Sales Report 700 EMPLOYEE AND SHIFT REPORTS Employee and Shift reporting provide the ability to report both on an individual employee s sales performance in the case of Employee Reports and on a group of employees in the case of Shift Reports This feature is typically used in a restaurant environment or in an environment where multiple people have access to the terminal NOTE Employees need to be setup for both employee and shift reporting to function see Employee Setup These reports are for information purposes only and do not affect daily settlement Employee Peek The Employee Peek repo
3. YES to cancel select NO Change Language Your terminal is fully bilingual in English and French To change from one language to the other press the SHIFT Key and then the 1 key Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide TROUBLESHOOTING YOUR VERIFONE OMNI 3300 SC 550 PROBLEM POSSIBLE SOLUTION COULD NOT CONNECT TO tas terminal been configured If not then update HOST configuration 2The phone line must be an analog type 24s the phone line plugged into the wall jack seis the phone line plugged into the terminal In the proper jack ets phone line operational Is there a dial tone at the jack Have there been any phone related moves or problems in the area zszD0 you need to dial a number i e 9 for an outgoing line seis the phone cord faulty 4s a telephone set off the hook In use AS your phone company s call answer message indicator on Turn it off Remove all line splitters so you have a direct line from wall to terminal NO PIN PAD eis the PIN pad securely connected to terminal In the proper jack zs the cable securely connected to PIN pad TRANSACTION NOT FOUND s the transaction sequence number correct zeWas the transaction processed on a previous Settlement Day later HOST ERROR eCustomer Card is invalid eeHost is currently unavailable Please try again later f processin
4. key buttons respectively The cardholder will be asked to approve the Purchase Correction amount select the appropriate bank account that the funds are to be deposited to enter their PIN number and press OK 7 The terminal will connect to the host and respond by approving or declining the transaction 8 The terminal will print a receipt to be given to the cardholder and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO NOTE COLLECTIVEPOS recommends keeping a copy of the receipt for a minimum of 1 year from the date of the transaction COLLECTIVES COLLECTIVER OS SHT FINANCE CORP TIM cor WR JAMES ESPELT SMITHFALLS ON bis 160 Tr STE OR HOPE TRANSACTION RECORD TRANSACTION RECORD ANSAC we ATAR TIS 5 55 0 Giles 0 EBI Tah DOLOR al FR CAT ex Ac ae 17 BPRS 4 TERA lo PR i 7 APEE i i PLUG CORE l 25 aa 1 060 a TOTA E 25 Ge i FEE 0 25 ST GHAaT LURE TOTAL 1 25 x x ESANSI WO APARTA E a RIVED are 4 tera IWIGE GE 00 APPROVED Ba APPROVED Hee YOU FOR USDA Ha FDU FOR USING COLLECTIVE OS COLLECTIVEP CS Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 12 VeriFone Omni 3300 Operating Guide ADMINISTRATIVE UTILITIES BATCH CLOSE SETTLEMENT YOUR TERMINAL WILL AUTOMATICALLY PERFORM A BATCH CLOSE EACH DAY AT 9 00PM EST 21 00 EST ALL TRANSACTIONS P
5. separate reports the Deposit Detail Report for the previous day the Deposit Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Detail report for the current day and the Sales Report This reporting function can be activated at any time during the day and will provide the following information Deposit Detail Previous Day The total by card type of all transactions in the previous completed 21 00EST 21 00EST Settlement Day Deposit Detail Current Day The running total by card type of all transactions in the current not completed Settlement Day This report will include all transactions from the previous 21 00EST to the date and time that the Midday reporting function was run Sales Report The running total by card type of all transactions in the current Operating Day This report will include all transactions from the previous End of Day report to the date and time that the Midday reporting function was run To print Midday reports Select F3 Admin Select F1 Reports Select Fl Sales Reports Select F2 Mid Day The terminal will prompt you that the Host Totals Reconciled If the Host Totals did not reconcile or if you are prompted with a different message call technical support otherwise press OK 6 The terminal will prompt you to print the Deposit Detail for the previous Settlement Day To print the Deposit Deta
6. the total amount of the purchase and press OK 4 Depending on your terminal setup you may now be prompted for the CASH BACK AMOUNT Enter the total amount of cash that you will be disbursing and press OK 5 The terminal will total the Purchase Amount Cash Back Amount and applicable surcharges fees and display the sum at the bottom of the list This sum is what will be withdrawn from the customer s account At this time the terminal is waiting for cardholder entry on the PIN pad 6 Pass the PIN pad to the cardholder and have the cardholder begin entering their information 7 The cardholder will now be prompted to approve or correct various aspects of the transaction or cancel the transaction entirely pressing by pressing the OK the green key CORR the yellow key or CANC the red key buttons respectively 8 The cardholder will be prompted to approve the Purchase Amount enter and approve a Gratuity if applicable approve the Cash Back Amount approve the Surcharge Fee amount select the appropriate bank account that the funds are to be withdrawn from enter their PIN number and press OK 9 The terminal will connect to the host and respond by approving or declining the transaction 10 The terminal will print a receipt to be given to the cardholder and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO Collective Logic Inc amp CPOS Version 2 02 Collective P
7. COLLECTIVEPOS Point of sale terminals that make sense VERIFONE OMNI 3300 SC 550 OPERATING GUIDE Technical Support 1 877 777 6603 www COLLECTIVEPOS com TABLE OF CONTENTS INSTALLING YOUR VERIFONE OMNI 3300 TERMINAL amp SC 550 PIN PAD oonciciocicnconioncncinoos 1 TASACIONES Ea 5 D bit Card PUES a ia 5 Debit Card TIDPINO a A A A a 6 Credit Care Pura OS ao ri 6 Credit Card Tipping kimera ica 7 Pre AuthorizatioN a Ninri ive e tddi tl 8 Pre Authorization COMIC a aati ie gta etnias 8 FORCE OSU ec vec Me cake asta dv ntean E stud betes tun A A E E O T 9 Debit Card or Credit Card RetUMS oder tte 10 Debit Card or Credit Card Molde 11 ADMINISTRATIVE UTILITIES conri iran 13 Batch Close Semen ar a ri anA enna 13 A A E aED ak 13 Report Deia aaar a ine a a i e a 13 Midday araa E A A A A a 13 A naaa a eNO aa a ai 14 End of Day ReCOnc tation secriasivctats isa 16 Employee and Shift ROO Escenas o ee e ie 17 Employee Per at o os e scar tata Cad ant 17 Employee ClOSO cionado 17 A a N A TEE E LA E Ah 18 Shift Close O E Suet 18 Configuration Updates ion a io da dise 19 Host UPC oscar aeniseterbiesyy 19 Parameter Updaten Sii ts acted eas tre icine a ten cd settee tae a aE a a a E A 19 A o ds nd o A tree opr cert ree ee 19 SOPAS UO EAS iaa ds 19 Set Cash Back MIS usaran ida i 20 Setup EM DIO YOO orar dit ti Ei ad detal 20 Demo Training AAA A ON 21 R print Recept rai A Sr eens renee 22 Change LANGUAGE mission rd 22 TROUBLES
8. F Papes Roll Spindle NOTE If your terminal or any of the components have been damaged or appear to be damaged please contact technical support immediately at 1 877 777 6603 STEP 3 Find a suitable location for your terminal Please remember these important conditions 1 Selecta location convenient to both the merchant and the cardholder 2 Place near a power outlet and phone line 3 Do not use where there is excessive heat dust chemicals or oils Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Do not use where there is excessive moisture or humidity Do not use near electrical appliances these may cause voltage fluctuations or electrical noise i e Air conditioners electric motors neon signs computer equipment or security devices aS STEP 4 Connect a phone line to the terminal There are two possible connections for your phone line The VeriFone Omni 3300 offers a pass through connection so that you can eliminate the use of a phone line splitter should you need to share the line between your terminal and a telephone set At the left of the terminal s back panel are two RJ11 type modular phone jacks These are for connecting the terminal s telephone lines NOTE Your terminal will only function properly on an analog line A digital line may damage your equipment Pass through Connection Both the first an
9. HOOTING YOUR VERIFONE OMNI 3300 amp SC 550 nnciccnincocconninnononononono nono nnonnonos 23 aper Feed Button Internal Printer On Off Switch mhie Function Kaya Color Coded Function Keys VeriFone Omni 3300 Operating Guide Thank you for choosing COLLECTIVEPOS as your merchant services partner Should you have any questions or concerns about your terminal and ts operation please contact technical support at 1 877 777 6603 INSTALLING YOUR VERIFONE OMNI 3300 TERMINAL amp SC 550 PIN PAD WARNING THE VERIFONE OMNI 3300 IS FOR INDOOR USE ONLY PLEASE DO NOT USE THE TERMINAL NEAR WATER OR IN ADAMP HUMID AREA AVOID USING THIS OR ANY ELECTRICAL PRODUCT DURING THE PRESENCE OF ELECTRICAL STORMS ANY EXPOSURE TO THE ABOVE COULD VOID YOUR WARRANTY STEP 1 Thoroughly review your welcome package Please take ample time to familiarize yourself with the Welcome Package that was originally sent to you This package includes valuable information such as necessary forms terminal information and worksheets The package will answer your questions from installing your terminal to completing your first transaction STEP 2 Unpack your shipment Open your package and verify that you have received all the necessary equipment Your package should include the following Power Pack Global VeriFone Omni 3300 Terminal VeriFone SC 550 Pin Pad AC Adapter Patch Cord for Pin Pad Thermal Printer Paper Telephone Cord AOU E 0 N E
10. RE key Select F3 Employee Setup Select F3 Remove Enter your password and press OK You will be prompted to REMOVE ALL To remove all employees from the terminal select YES to remove less than all employees select NO Type the Employee ID you wish to remove and press OK A confirmation message EMPLOYEE DELETED will confirm that an employee was removed successfully and you will be prompted to remove another employee ID Press CANC to return to the to the main menu Demo Training Mode Demo Mode can be used for training purposes and or to experiment and learn about the various features and functions of your terminal It is important to note that Collective Logic Inc amp CPOS Version 2 02 21 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide TRANSACTIONS IN DEMO MODE ARE NOT LIVE TRANSACTIONS CARDHOLDERS WILL NOT BE CHARGED FOR TRANSACTIONS PROCESSED IN DEMO MODE The terminal will display TRAINING MODE on the screen to identify when the terminal is in Demo Mode To enter Demo Mode 1 Press the SHIFT key 2 Press the 2 key 3 Enter your password and press OK To exit Demo Mode 1 Press the SHIFT key 2 Press the 2 key Reprint Receipt To reprint a receipt press the SHIFT key and then the 3 key This will reprint the receipt from the last transaction stored in memory and then will prompt for printing of a duplicate receipt To print a duplicate receipt select
11. ROCESSED FROM THE PREVIOUS BATCH CLOSE TO THE CURRENT BATCH CLOSE WILL BE SETTLED AT THAT TIME YOUR OPERATING DAY MAY DIFFER FROM YOUR TERMINAL S SETTLEMENT DAY THE FOLLOWING SECTIONS EXPLAIN THE REPORTING AVAILABLE AT YOUR TERMINAL AND DEALS WITH THE RECONCILIATION BETWEEN YOUR OPERATING DAY AND SETTLEMENT DAY EXAMPLE 09 00 21 00 09 00 21 00 09 00 21 00 EST EST EST EST EST EST Settlement Day Settlement Day Settlement Day 21 00 21 00 21 00 21 00 21 00 21 00 H Operating Day H Operating Day H Operating Day 09 00 00 00 09 00 00 00 09 00 00 00 SALES REPORTS Report Definitions Deposit Detail Report The Deposit Detail Report provides totals by card type of all transactions for a given 21 00EST 21 00EST Settlement Day The Settlement day is fixed regardless of the business operating hours or geographical location THIS REPORT DETAILS THE TRANSACTIONS THAT WILL BE DEPOSITED TO YOUR BANK Sales Report The Sales Report provides totals by card type of all transactions for a given Operating Day An Operating Day is defined as a business day that typically runs from when a business opens to when it closes An Operating Day may vary among days of the week months of the year and from merchant to merchant THIS REPORT IS FOR INFORMATION PURPOSES ONLY Midday The Midday reporting function is designed to provide a running total of all sales processed by the terminal for a given Operating and Settlement Day and is made up of 3
12. THIS MAY CAUSE YOUR TERMINAL TO STOP FUNCTIONING OB UN FE Parameter Update Select F3 Admin Select F2 Update Config Select F2 Parameter Enter your password and press OK The terminal will connect to the Host download the necessary files and disconnect when complete DO NOT INTERRUPT COMMUNICATION THIS MAY CAUSE YOUR TERMINAL TO STOP FUNCTIONING OR WN PE OTHER UTILITIES Set Passwords The Set Passwords feature provides the ability to assign passwords that limit access to various transaction types and other functions of the terminal This feature is especially useful in an environment where multiple people have access to the terminal The functions that passwords can be applied to are 1 Debit and Credit Purchases 2 Debit and Credit Returns 3 Debit and Credit Voids 4 Sales Reports 5 Shift Reports 6 Employee Reports 7 Pre Authorization Completion and 8 Force Post To set change or remove a password Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Select F3 Admin Press the MORE key Select F1 Passwords Enter your password and press OK Press the MORE key to select the function that you would like to set change or remove the password from This function will now be highlighted Press any numeric key or F2 to change the password of the highlighted function Enter the new password for the f
13. ation Completion has been performed The cardholder will NOT be charged until a Pre Pre Authorization transactions cannot be voided unless a Pre Authorization Completion has been performed To perform a Pre Authorization Completion BWNF Collective Logic Inc amp Collective Point of Sale Solutions Ltd Locate sequence number on the Pre Authorization receipt Select Credit F2 Press the MORE Key Select Completion F3 CPOS Version 2 02 January 27 2003 VeriFone Omni 3300 Operating Guide Enter the sequence number from the Pre Authorization receipt you will be prompted with the first 6 digits pre filled and press OK The terminal will prompt you with the original Pre Authorization transaction amount Confirm that this is correct by selecting YES or NO as applicable Depending on your terminal setup you may be prompted for an EMPLOYEE ID before the card is swiped Enter your unique ID Enter the COMPLETION AMOUNT the total amount that is to be charged to the credit card and press OK The terminal will connect to the host and respond by approving or declining the transaction The terminal will print a receipt for your records and then will prompt for printing of a duplicate receipt To print a COLLECTIVE OS Set FINANCE CORP MN INES SEEI SMUNFALL COMPLET LON TRANSACTION RECORD TE Ik Pe SIR 01 PURCHASE GRATUITY TOTAL SIGNATURE AA APPROVED duplicate receipt select YES
14. con The barrel connector has a plastic lock that will keep the plug from dislodging from the back of the terminal When you insert the plug turn it to the left this will lock it in place To release turn the plug to the right 2 Plugthe power pack into a nearby socket WARNING DO NOT PLUG THE TERMINAL INTO AN OUTSIDE OUTLET UNPLUGGING THE TERMINAL DURING A TRASACTION MAY CAUSE DATA FILES STORED IN THE TERMINAL TO BE LOST When the terminal has power the display screen and the green LED lights will turn on A flashing green light indicates no paper in the printer a steady red light indicates a memory problem and a flashing red light indicates the terminal is downloading printer related files STEP 6 Load the printer 1 Remove the paper roll cover by grasping the sides indicated by ridges on each side and lifting it up 2 Cuta straight edge across the leading edge of the paper roll Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide 3 When inserting the roll allow the paper to feed from the bottom of the roll and insert the cut end into the paper feed slot The paper will automatically start to pull through the unit until it reaches the cutter strip Insert the plastic spindle into the paper roll and place the roll into the cradle Replace the cover and ensure that the paper s edge is inside of the paper roll cover to preven
15. ction is aPURCHASE WITH TIP before the card is swiped Enter your unique ID and or respond with YES or NO as applicable If the credit card was manually entered you will be prompted to ENTER EXPIRY DATE in MMYY format month then year The terminal will prompt for the PURCHASE AMOUNT Enter the total amount of the purchase and press OK Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide 5 The terminal will connect to the host and respond by approving or declining the transaction 6 The terminal will print a receipt to be given to the cardholder and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO 7 Have the cardholder sign one of the receipts and keep that copy for your records COLLECTIVEPO COLLECTIVEPOS Tim COM TIM COP 24 TIMOTHY STREET RT HOPE N TIMOTHY STA PORT Hort TRANSACTION RECORD TRANSACT LON RECORD 04 6 A it 3 nore O N wn sO Ni ar r PRE CAR T KO oa A nw 452 TRY R Lava ERM 10 1 1 VER PURCHASE 5S5 00 PURCHASE 3 we TOTAL BS 00 TOTAL 36 40 S GNATURE SIGNATURE MICRO LENITI x lt RESP w 0 0 APPR 4 RESPONSE DS Wi Nutt HR INVOICE bS InNvoICcT 6r 0O APPROVED SANA wN AEN Ls NSAC TION DENTED kK YOL R US IM j HA YOU FOR USING OLLECTIVEPOS NOTE COLLECTIVEPOS recommends keeping a copy of the receipt for a mini
16. d This transaction is used to correct a Debit or Credit Purchase Return or Pre Authorization Completion transaction by eliminating the transaction record To perform a Debit Card or Credit Card Void 1 2 Select F1 Debit or F2 Credit as applicable Select F3 Void Depending on your terminal setup you may be prompted for either or both a PASSWORD and or an EMPLOYEE ID Enter your Password and or unique ID as applicable Enter the sequence number from the original transaction you will be prompted with the first 6 digits pre filled and press OK The terminal will prompt you with the original transaction amount Confirm that this is correct incorrect by selecting YES or NO as applicable Place the card in the card swipe with magnetic strip facing down and out and swipe the credit card Or FOR CREDIT CARDS ONLY If the credit swipe is non functional you may manually enter the Card Number and Expiry Date in MMYY format month then year FOR DEBIT CARDS ONLY Pass the PIN pad to the cardholder and have the cardholder begin entering their information The cardholder will now be prompted Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 11 VeriFone Omni 3300 Operating Guide to approve or correct various aspects of the transaction or cancel the transaction entirely pressing by pressing the OK the green key CORR the yellow key or CANC the red
17. d the second port are used for a pass through connection In this setup the terminal will share a phone line with a telephone set E Use this port to connect a telephone set to your terminal CJ Use this port to connect your terminal to a telephone wall jack Pass Through Connection Connect the telephone set to the port identified with a telephone shaped icon and connect the other port identified by a phone jack icon to the wall jack provided by the telephone company NOTE In this setup the telephone line will be busy during usage purchases and downloads Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Direct Connection In this configuration the telephone line runs directly from the wall into the telephone port identified by a phone jack icon and the telephone set port is left empty With a direct connection the phone line is dedicated to the terminal Direct Connection WARNING IF YOU USE A SINGLE TELPHONE LINE FOR BOTH YOUR TERMINAL AND TELEPHONE DO NOT LIFT THE HANDSET DURING A TRANSACTION THIS MAY CAUSE THE SIGNAL TO BE DISRUPTED AND THE TRANSACTION TO FAIL STEP 5 Connect the terminal power pack Before you connect the power pack make certain that the power on your terminal is switched off 1 Insert the round barrel into the power port of your terminal the power port is identified by a lightning bolt i
18. for the current Settlement Day To print the Deposit Detail for the current Settlement Day select YES to cancel select NO 9 The terminal will prompt you to print the Sales Report for the current Operating Day To print the Sales Report for the current Operating Day select YES to cancel select NO U0 UN FP NOTE To maintain reporting integrity you should run an End of Day reports at the end of each Operating Day Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide End of Day Reconciliation As your Settlement Day may be different than your Operating Day the following section deals with how the two are related and may be reconciled to each other In order to reconcile however YOU MUST ACTIVATE THE END OF DAY REPORTING FUNCTION EVERY DAY AT THE CLOSE OF BUSINESS From the End of Day reporting you will require the Deposit Detail Report form the current incomplete Settlement Day the Deposit Detail Report from the previous complete Settlement Day and the Deposit Detail for the incomplete Settlement day run at the previous End of Day The formula is as follows Deposit Detail Current Incomplete ia Settlement Day Deposit Detail Previous Complete lal Settlement Day Deposit Detail for Incomplete Settlement Day run from previous End of Day Report Operating Day SalesReport Example The following location operates from
19. g a credit card have you been set up for credit card processing NO FEE FILE PRESENT Update configuration of terminal see NOPE TERRES Configuaton Updates e NO POWER TO TERMINAL OR 244s the power cable fully connected BLANK SCREEN AS there power at the wall outlet 24s the power switch in the on position Reset terminal by switching off then on NO POWER TO PIN PAD eds the PIN pad securely connected to terminal In the proper jack ss As the cable securely connected to PIN pad Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 23 VeriFone Omni 3300 Operating Guide PROBLEM POSSIBLE SOLUTION POWER LIGHT FLASHES Load paper in the printer GREEN POWER LIGHT IS STEADY The terminal has a memory problem and requires RED service call technical support PRINTER WON T PRINT AS printer paper loaded Check for a paper jam eis the printer adjustment switch red switch in the down position AS the paper loaded upside down zsz4lave you used thermal paper Try again with thermal paper TERMINAL LOCKS UP Reset terminal by switching off and then on CONNECTED TELEPHONE zs the telephone plugged into correct jack at DOESN T FUNCTION terminal 24S the phone line plugged into the wall jack es the phone line plugged into the terminal In the proper jack tS phone line operational Is there a dial tone at the jack Have there been any phone related moves or pr
20. il for the previous Settlement Day Select YES to cancel select NO 7 The terminal will prompt you to print the Deposit Detail for the current Settlement Day To print the Deposit Detail for the current Settlement Day select YES to cancel select NO 8 The terminal will prompt you to print the Sales Report for the current Operating Day To print the Sales Report for the current Operating Day select YES to cancel select NO U PUNE End of Day The End of Day reporting function is designed to provide a final total of all sales processed by the terminal for a given Operating and Settlement Day and is made up of 6 separate reports a Suspect Transactions Report an Open Pre Authorization Report a Complete Transaction Print option the Deposit Detail Report for the previous day the Deposit Detail report for the current day and the Sales Report This reporting function should only be activated once per Operating Day usually at the end of an Operating Day RUNNING THE END OF DAY REPORTING FUNCTION RESETS TOTALS TO 0 The End of Day reporting provides the following information Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide Print Suspect Transactions A list of all transactions that do not match between the terminal and the host Print Pre Auth Report A list of all open Pre Authorization transactions and or transactions that require a Pre Au
21. key Select F3 Employee Setup Select F1 Add Enter your password and press OK U UN Fe Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide 6 8 9 Enter a unique Employee ID between 1 4 digits and press OK If the Employee ID already exists in the terminal a warning message will appear and you will be required to select another Employee ID If desired enter the Employee s Name between 0 16 characters and press OK To use the alphabet select the number corresponding to the letter you desire and press ALPHA until the letter appears on screen A confirmation message EMPLOYEE ADDED will confirm that an employee was added successfully and you will be prompted to add another employee ID Press CANC to return to the to the main menu To edit an Employee NOTE You cannot edit an Employee ID The edit function applies to Employee Name only Select F3 Admin Press the MORE key Select F3 Employee Setup Select F2 Edit Enter your password and press OK Press the MORE key to select the employee that you would like to edit This employee will now be highlighted Press any numeric key or F2 to edit the selected employee Enter the new employee information and press OK Press CANC to return to the to the main menu To remove an Employee Dd UU a UN EF co N 9 Select F3 Admin Press the MO
22. ll employees sales for a given shift This report can be run at any time during a shift and will provide a total of all sales by employee both those that have performed an Employee Close and those who have not from the previous Shift Close to the date and time that the current Shift Peek was run To print an Shift Peek report Select F3 Admin Select F1 Reports Select F3 Shift Report Select F2 Shift Peek The terminal will prompt you with PRINT CLOSED LIST To print a closed list those employees that have performed an Employee Close select YES to cancel select NO 6 The terminal will prompt you with PRINT OPEN LIST To print an open list those employees that have not performed an Employee Close select YES to cancel select NO U UN Fe Shift Close The Shift Close report is designed to provide a final total of all employees sales for a given shift This report should only be run once during a shift usually at the end of the Operating Day and will provide a total of all sales by employee both those that have performed an Employee Close and those who have not from the previous Shift Close to the date and time that the current Shift Close was run RUNNING A SHIFT CLOSE RESETS ALL CLOSED EMPLOYEES TOTALS TO 0 To print an Employee Close report Select F3 Admin Select F1 Reports Select F3 Shift Report Select F1 Shift Close The terminal will prompt you with PRINT CLOSED LIST To print a closed li
23. mum of 1 year from the date of the transaction CREDIT CARD TIPPING If you have activated Credit Card Tipping on your terminal before you swipe or manually enter a customer s credit card the terminal will prompt you for PURCHASE WITH TIP Select YES or NO as applicable enter the PURCHASE AMOUNT and press OK Ina transaction of this nature the receipt will print with an extra line for the cardholder to write in both a Gratuity and a Total Once the cardholder has decided on a Gratuity amount and totaled the transaction you will need to perform a Pre Authorization Completion to charge the cardholder s credit card see Pre Authorization Completion section for further details NOTE Credit Card Tipping is a Pre Authorization transaction The cardholder will NOT be charged until a Pre Authorization Completion has been performed Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide PRE AUTHORIZATION A Pre Authorization transaction puts a hold on a credit card for the amount entered and will NOT charge the cardholder until a Pre Authorization Completion has been preformed This type of transaction is typically used in restaurants hotel and rental environments where the total amount of the transaction is not known at the outset of a transaction To perform a Pre Authorization 1 2 3 NOTE Completion has been performed Select Credi
24. nt of Sale Solutions Ltd VeriFone Omni 3300 Operating Guide The terminal will connect to the host and respond by approving or declining the transaction The terminal will print a receipt for your records and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO NOTE COLLECTIVEPOS recommends keeping a copy of BOTH the manually imprinted and Force Post transaction receipts for a minimum d 1 year from the date of the transaction DEBIT CARD OR CREDIT CARD RETURNS A Debit Card or Credit Card Return can be performed at any time in any amount without an original sequence number and is used to refund amounts to a cardholder To perform a Debit Card or Credit Card Return 1 2 3 Select F1 Debit or F2 Credit as applicable Select F2 Return Depending on your terminal setup you may be prompted for an EMPLOYEE ID before the card is swiped Enter your unique ID Place the card in the card swipe with magnetic strip facing down and out and swipe the credit card Or FOR CREDIT CARDS ONLY If the credit swipe is non functional you may manually enter the Card Number and Expiry Date in MMYY format month then year Enter the RETURN AMOUNT FOR DEBIT CARDS ONLY Pass the PIN pad to the cardholder and have the cardholder begin entering their information The cardholder will now be prompted to approve or correct various aspects of the transaction or cancel
25. oblems in the area zszD0 you need to dial a number i e 9 for an outgoing line AS the phone cord faulty 4s a telephone set off the hook In use AS your phone company s call answer message indicator on Turn it off Remove all line splitters so you have a direct line from wall to terminal MENU ONLY SHOWS ADMIN 22Update configuration of terminal see SELECTION Configuration Updates Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 24
26. oint of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide 00 APPROVED DLE VEPO COLLECTIVEPOS TIM COM TIM COM 4 TIMOTHY SIREET PORT HOPE ON 654 TIMOTHY STREET PORT HOPE ON TRANSACTION RECORD DATE 11 09 62 TIME 11 32 SEG NO 001001867 ACCT NO SGO47XXXXXXXXXXX1217 TERM ID PSO20882 ACCOUNT SAV SERVER PURCHASE 25 00 PURCHASE 12 55 FEE 2 0 25 FEE a 25 TOTAL gt 25 25 TOTAL ei e 12 80 RESPONSE OOD ARA RESPONSE 081 INVALID PIN BLOCK AUTH NUN 2138 AUTH NUM ussuaeue TRANSACTION DENTED THANK YOU FOR USING THANK YOU FOR USING COLLECTIVEPOS COLLECTIVEPOS NOTE COLLECTIVEPOS recommends keeping a copy of the receipt for a minimum of 1 year from the date of the transaction DEBIT CARD TIPPING If you have activated Debit Card Tipping on your terminal after accepting the Purchase Amount the cardholder will be prompted to enter a GRATUITY amount on the PIN pad and press OK CREDIT CARD PURCHASES A credit purchase can be performed in two ways 1 Place the card in the card swipe with magnetic strip facing down and out and swipe the credit card Or From the Main Menu select F2 Credit then select F1 Purchase and swipe the credit card If the credit swipe is non functional you may manually enter the credit card details Depending on your terminal setup you may be prompted for either or both an EMPLOYEE ID and or whether the transa
27. rt is designed to provide a running total of an individual employee s sales for a given shift This report can be run at any time during an employee s shift and will provide a total of all sales from the previous Employee Close to the date and time that the current Employee Peek was run To print an Employee Peek report Select F3 Admin Select F1 Reports Select F2 Emp Report Select F2 Emp Peek Enter the Employee ID for the report you wish to print and press OK UU UN FP Employee Close The Employee Close report is designed to provide a final total of an individual employee s sales for a given shift This report can only be run once during a shift usually at the end of an employee s shift and will provide a total of all sales from the previous Employee Close to the date and time that the current Employee Close was run RUNNING AN EMPLOYEE CLOSE RESETS THE EMPLOYEE S TOTALS TO 0 To print an Employee Close report Select F3 Admin Select F1 Reports Select F2 Emp Report Select F1 Emp Close Enter the Employee ID for the report you wish to print and press OK U UNE Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide NOTE To maintain reporting integrity all employees should perform an Employee Close at the end of their shift Shift Peek The Shift Peek report is designed to provide a running total of a
28. st those employees that have performed an Employee Close select YES to cancel select NO 6 The terminal will prompt you with PRINT OPEN LIST To print an open list those employees that have not performed an Employee Close select YES to cancel select NO UO 0N PE Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide NOTE To maintain reporting integrity a Shift Close should be run at the end of each business day and there should be no open employees If an employee has failed to close at the end of a their shift perform an Employee Close and rerun the Shift Close CONFIGURATION UPDATES Configuration updates are used to update your terminal to reflect changes in your terminal setup The most common updates are required due to address changes and banking changes Depending on the nature of the change either or both a Host Update and or a Parameter Update may be required If an update of this nature is required you will be contacted by technical support DO NOT ATTEMPT A CONFIGURATION UPDATE WITHOUT THE ASSISTANCE OF TECHNICAL SUPPORT THIS MAY CAUSE YOUR TERMINAL TO STOP FUNCTIONING Host Update Select F3 Admin Select F2 Update Config Select F1 Host Enter your password and press OK The terminal will connect to the Host download the necessary files and disconnect when complete DO NOT INTERRUPT COMMUNICATION
29. t F2 Press the MORE key Select Pre Authorization F2 Depending on your terminal setup you may be prompted for an EMPLOYEE ID before the card is swiped Enter your unique ID Place the card in the card swipe with magnetic strip facing down and out and swipe the credit card Or If the credit swipe is non functional you may manually enter the Card Number and Expiry Date in MMYY format month then year The terminal will prompt for the AMOUNT Enter the Pre Authorization amount and press OK The terminal will connect to the host and respond by approving or declining the transaction The terminal will print a receipt to be given to the cardholder and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO Have the cardholder enter the pertinent details on one of the receipts sign the receipt and return it to you Authorization Completion then process a Credit Card Void PRE AUTHORIZATION COMPLETION COLLECTIVEPOS SHI FINANCE CORP P Es El PEMF J mo AZ SEE tis J PRE AUTHOR I ZAI LON TRANSACTION RECORD mena PURCHASE 6 50 GRATUITY TOTAL SIGNATURE 10 00 APPROVED val VDL FR SING You cannot void a Pre Authorization transaction before a Pre Authorization If a correction is required perform a Pre A Pre Authorization Completion is used to complete both Pre Authorization and Credit Card Tipping transactions Authoriz
30. t jamming UI a ME S Prior Paper STEP 7 Connect your VeriFone SC 550 Pin Pad 1 Insert the small modular plug into the PIN pad 2 Insert the other end of the cable into the PIN pad serial port on the back of the terminal A PIN pad shaped icon as well as a bar code identifies the serial port STEP 8 Perform a power on printer test 1 Turn the power to the terminal off 2 Turn the terminal on while holding down the paper feed button This will start the printer test When the test begins release the paper feed button 3 Press the feed button to advance the paper past the cutter line and tear it off 4 The test will provide a printout of printer information and character strings NOTE See the troubleshooting section if you experience printing problems Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 VeriFone Omni 3300 Operating Guide USING YOUR VERIFONE OMNI 3300 TERMINAL SC 550 PIN PAD TRANSACTIONS DEBIT CARD PURCHASES A debit purchase can be performed in two ways 1 Place the card in the card swipe with magnetic strip facing down and out and swipe the debit card Or From the Main Menu select F1 Debit then select F1 Purchase and swipe the debit card 2 Depending on your terminal setup you may be prompted for an EMPLOYEE ID before the card is swiped Enter your unique ID 3 The terminal will prompt for the PURCHASE AMOUNT Enter
31. the transaction entirely pressing by pressing the OK the green key CORR the yellow key or CANC the red key buttons respectively The cardholder will be asked to approve the Return Amount select the appropriate bank account that the funds are to be deposited to enter their PIN number and press OK The terminal will connect to the host and respond by approving or declining the transaction The terminal will print a receipt to be given to the cardholder and then will prompt for printing of a duplicate receipt To print a duplicate receipt select YES to cancel select NO Collective Logic Inc amp CPOS Version 2 02 Collective Point of Sale Solutions Ltd January 27 2003 10 VeriFone Omni 3300 Operating Guide po N lt ERE RE TURN RE I URN 2 15 oe RS LCOLLECTIVELOS IAN IM COM Tim COM ESA TIN REET POR RELT PORT HOPE TRANSACTION RECORD TRANSACTION RECORD SEO NO 1 1 oh AMERICAN EXPRES Pt ten 504 OOOO Rr Prana at TOTAL 35 oo 00 APPROVED 00 APPROVED preen R USING HANK Y FOR USIN Aei DLLECTIV i V NOTE COLLECTIVEPOS recommends keeping a copy of the receipt for a minimum of 1 year from the date of the transaction DEBIT CARD OR CREDIT CARD VOIDS A Debit Card or Credit Card Void can only be performed in the same batch as the original transaction for the original amount of the transaction and requires the original sequence number to be processe
32. thorization Completion Complete Transaction Print A list of all the transactions that were completed in the current Operating Day Deposit Detail Previous Day The total by card type of all transactions in the previous completed 21 00EST 21 00EST Settlement Day Deposit Detail Current Day The running total by card type of all transactions in the current not completed Settlement Day This report will include all transactions from the previous 21 00EST to the date and time that the Midday reporting function was run Sales Report The running total by card type of all transactions in the current Operating Day This report will include all transactions from the previous End of Day report to the date and time that the End of Day reporting function was run To print End of Day reports Select F3 Admin Select F1 Reports Select F1 Sales Reports Select F1 End of Day The terminal will prompt you PROCESS END OF DAY To activate End of Day reporting select YES to cancel select NO 6 The terminal will prompt you that the Host Totals Reconciled If the Host Totals did not reconcile or if you are prompted with a different message call technical support otherwise press OK 7 The terminal will prompt you to print the Deposit Detail for the previous Settlement Day To print the Deposit Detail for the previous Settlement Day select YES to cancel select NO 8 The terminal will prompt you to print the Deposit Detail
33. unction and press OK To remove an existing password simply press OK 8 Press the CANCEL key when finished U UN Fe N OO Set Cash Back Limits If you have enabled the Debit Cash Back option on the PIN pad you have the ability to set the Cash Back limit or the maximum amount a carholder will be able to request in a single transaction To set the Cash Back Limit Select F3 Admin Press the MORE key Select F2 Cash Back The cardholder cash back limit will now be displayed Select YES to change the Cash Back Limit To keep the current limit select NO Enter the desired Cash Back Limit amount and press ENTER U UN E NOTE If the cardholder s transaction was approved and you are unable to dispense the required cash back amount you will need to process either a VOID or RETURN transaction Please refer to the appropriate section for more details Set Up Employees Employees may be set up for information and reporting purposes and must be set up for both employee and shift reporting to function This functionality allows for the ability to report both on an individual employee s sales performance in the case of Employee Reports and on a group of employees in the case of Shift Reports This feature is typically used in a restaurant environment or in an environment where multiple people have access to the terminal Setting up employees does not affect daily settlement To add an Employee Select F3 Admin Press the MORE
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