Way Systems WAY5000-1 Mobile Point of Sale Terminal User Manual Quick Ref Guide

Way Systems, Inc. Mobile Point of Sale Terminal Quick Ref Guide

Contents

Quick Ref Guide

way5000QUICK REFERENCE GUIDEWAY Systems, Inc. 200 Unicorn ParkWoburn, MA 01801www.waysystems.com 09-0045-01rev. A
WAY Systems, Inc. © 2008
MAG STRIPE CARD READERNAVIGATION BUTTONCLEAR/BACK-SPACE KEYSCREEN ADDRESSABLE SOFT KEY [F1]FUTURE USENUMERIC KEYPADCANCEL KEYENTER KEYPOWER ON/OFFSCREEN ADDRESSABLE SOFT KEY [F2]USB AND ChARGE INDICATOR LOCATIONTo charge your way5000, use the included power supply or connect to a PC USB port (cable not included). USB/ChARGE PORTChARGE INDICATORway5000 KEYPAD1
GETTING STARTED WAY2PAY POWER To turn the way5000 power on, press the Power On/Off key until the WAY logo appears and then release. To turn power off, press the Power On/Off key until “Powering Off Please Wait” appears.UPDATES Upon power up, the way5000 may display “Check for updates?”. Press F2 (No) to proceed directly to the idle screen. Press F1 (Yes) to check for updates. If there are updates scheduled, they will be downloaded. After the download, press the F1 key to continue to the way5000 idle screen. If no updates are scheduled, the way5000 will display “No scheduled download” and proceed to the idle screen.WAY2PAYTo enter the Way2Pay (payments) main menu, press the 1 key or press the F2 key.way5000 NAVIGATION Press the number corresponding to the function that you want from the menu. Or, use the navigation button to move up and down through menus and then press the left or right screen addressable soft keys to operate the corresponding function.CANCEL AN OPERATION OR ExIT TO ThE PREVIOUS SCREENTo back up to the previous menu level, select the Back function [F1] or press the red Cancel [CANC] key. To make a correction in a data entry field (card number, expiration date, amount, etc.), press the Clear [CLR] key.way5000 POWER SAVE MODEAfter approximately 4 minutes of not being used, the way5000 will go into power save mode. The screen will dim and no keys will be active until the Power On/Off key is pressed briefly and released. (This mode does not appear while plugged into a power supply.)TRANSACTIONS NOTEThe following transactions are shown as basic transactions. Some processors may also select options for additional fields such as security code, zip code, invoice number and others. Please see the Additional Fields Section for more information.2
SALE TRANSACTION CREDIT (SWIPED)To enter the Way2Pay main menu, press the 1 key from the phone’s idle screen.1. Press the 1 key to select Sale.2. Press the 1 key to select Credit. If the way5000 is set up for Credit only, this step will not appear.3. Swipe the card through the reader.4. Enter the sale amount in dollars and cents (the decimal point automatically appears) and press the [F2] key.5. Confirm the sale amount by pressing the [F2] key to select OK.6. Please wait for processing.7. To print a receipt, select Merchant Copy (1) or Customer Copy (2) and press [F2] to select Yes. To skip printing, press [F1] to return to the main menuSALE TRANSACTION CREDIT (MANUAL)1. Follow the steps for 1-2 above.2. Enter the card number manually then press the [F2] key to select OK.3. Enter the expiration date in the mm/yy format then press the [F2] key to select OK.4. Follow steps 4-7 above.way5000OKDoneSale - CreditApproved AuthCd 123456Print receipt?1. Merchant Copy2. Customer Copyway5000OKBackSale - CreditEnter exp dateMMYY format00/003Hint: For a shortcut to a Sale transaction, cards can also be swiped through the reader from either the way5000 Idle Screen or from the Transactions Menu page.way5000OKBackSale - CreditSwipe Card orEnter CardNumberway5000CommunicationProcessingPlease Wait
Depending on your configuration, debit may not be implemented. This option must be set up by your payment processor.SALE TRANSACTION DEBIT To enter the Way2Pay main menu, press the 1 key from the phone’s idle screen.1. Press the 1 key to select Sale.2. Press the 2 key to select Debit.3. Swipe the card through the reader.4. Enter the sale amount in dollars and cents (the decimal point automatically appears) and press the [F2] key.5. Confirm the sale amount by pressing the [F2] key to select OK.6. Please wait for processing.7. To print a receipt, select Merchant Copy or Customer Copy and press [F2] to select OK. To skip printing, press [F1] to return to the main menu. NOTE: Debit transactions do not allow manual entry of the card number.way5000BackSale - DebitSwipe Cardway5000OKBackSale - DebitTotal: USD 23.87Enter PIN4
RETURN (REFUND) CREDIT/DEBIT1. From the Transactions menu, press 2 to select Other Transactions.2. Press the 2 key to select Return.3. Press the 1 key to select Credit or the 2 key to select Debit. If the way5000 is set up for Credit only, this step will not appear.4. Swipe the customer’s card (debit/credit) or enter the card number manually (credit only).5. Enter the return amount in dollars and cents and press [F2] key to select OK.6. Confirm the return amount by pressing the [F2] key to select OK. (Enter PIN for Debit.)7. Please wait for processing.8. To print a receipt, select Merchant Copy or Customer Copy and press [F2] to select OK. To skip printing, press [F1] to return to the main menu.VOID CREDIT ONLY1. From the Transactions menu, press 2 to select Other Transactions.2. Press the 3 key to select Void.3. Enter the sequence number of the transaction to be voided. The sequence number can be found on the receipt or can be looked up using the Inquiry function (see page 8).4. The transaction information will be displayed. Confirm that this is the transaction to be voided by pressing the [F2] key.6. Please wait for processing.7. To print a receipt, select Merchant Copy or Customer Copy and press [F2] to select OK. To skip printing, press [F1] to return to the main menu.way5000OKBackOther Trans1. Authorize Only2. Return3. Void4. Force5. Reconcile6. Uploadway5000OKBackReturn - CreditConfirm DetailsAmount 1.00Confirm Void? Total 1.00way5000OKBackVoid - CreditEnter TransactionSeq#way5000OKBackVoidSeq# 3Auth No. 12345Amount 5.445
OFFLINE/ONLINE MODENOTE: Offline transactions are run at your risk. Final authorization does not occur until transactions are uploaded for approval.1. If you are in a location where you cannot connect, from the Transactions menu, you may press 5 to enter Offline Mode.2. When prompted, confirm that you want to enter Offline Mode by pressing the [F2] key.3. Continue processing in Offline mode only until you can connect again. 4. Once you can connect again, select Online mode by pressing 5 from the Transactions menu.5. Process your offline transactions as soon as possible by using the Upload function from the Other Transactions menu. NOTE: Some transaction types are not available in Offline Mode.UPLOAD OFFLINE TRANSACTIONSNOTE: You must be in Online Mode to Upload transactions for approval.1. From the Transactions menu, press 2 to select Other Transactions.2. Press the 6 key to select Upload.3. The terminal displays the number of transactions to upload. 4. Press the [F2] key to select Upload.5. Please wait for processing.way5000OKBackTransactions1. Sale2. Other Trans3. Inquiry4. Setup5. Offline Modeway5000YesDoneUploadUpload CompleteApproved 2Declined 1Print UploadedTransactions?way5000OKBackOther Trans1. Authorize Only2. Return3. Void4. Force5. Reconcile6. Upload6
RECONCILENOTE: You must be in Online Mode to Reconcile.At the end of the day, reconcile transactions in your way5000 to print a reconciliation report and clear the day’s transactions from the terminal.1. From the Transactions menu, press 2 to select Other Transactions.2. Press the 5 key to select Reconcile then press the [F2] key to select OK. NOTE: If there are Offline transactions in the way5000, you will be prompted to Upload for processing before Reconciling.3. Please wait for processing.4. To print a reconciliation report, press the [F2] key to select OK. Press the [F1] key to skip printing.OThER TRANSACTIONSSelect Other Transactions from the main menu to access these transactions.Reverses a transaction currently in the terminal (credit)Credits a transaction that has already reconciled to a customer’s account (credit/debit)Verifies funds are available and may hold them for 7-10 days depending on your processor (credit)Adds a transaction to the terminal after you have received a phone authorization or from an authorize transaction (credit)Prints a reconcile report and clears the transactions from the terminalUploads offline transactions for authorization (without reconciling)VOIDAUThORIZE ONLYRETURNFORCERECONCILEUPLOADway5000YesDoneReconcileReconciliationCompletePrint Reconciliation Report?7
LAST TRANSINQUIRYFrom the Inquiry menu, the following functions are available:A list of all transactions currently in the terminalDisplays information on the last transaction and prompts an option to reprint the receiptSearches for a specific transaction in order to reprint the receiptDisplays the total # of transactions and how many were approved and declinedThis is a password protected function that clears the terminal of transactions without reconciling (Do this only if instructed by Helpdesk personnel)Prints a detail or totals report for transactions in the terminalADDITIONAL FIELDSYou may be prompted to enter:The 3 digit code from the back of some cards orThe 4 digit code from the front of American Express cardsThe cardholder’s zip codeThe cardholder’s address numberAn invoice numberA toll amountIf you want to print a tip receiptTo enter a tip amountTRANSACTIONLISTRE-PRINT TRANSTOTAL INFOCLEARTRANSACTIONSREPORTSDESCRIPTION:SECURITY CODESZIP CODEBILLING ADDRESS INVOICE NUMBERTOLL AMOUNTPRINT TIP AMOUNTTIP AMOUNT8
NOTESFor administrative functions, the default administrator code is 123 and the default password is 123123. If enabled for Return, Void, and Force transactions, the default administrator code is 123 and the default password is 123456.If your terminal is set up to print cash receipts, select Cash from the Sale menu. You will then be prompted to enter a cash sale amount and the receipt will print.GPRS COVERAGE MAPGPRS is a packet-switched technology used by the Way2Pay system that enables high-speed wireless data communications. To see the GPRS coverage map, go to www.waysystems.com.SUPPORTContact your ISO or payment processor for batch or reconciliation-related questions. This includes all questions regarding missing or incorrect deposits or any merchant statement related questions.For questions regarding the operation of the way5000,support is available online at http://www.waysystems.comand via e-mail at support@waysystems.comTechnical support from WAY Support Center is available 7 days a week, 24 hours a day at 1-866-WAY-MTT3 (1-866-929-6883).Need paper or other accessories?Visit www.waysystems.com9
WAY Systems, Inc. © 2008

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