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

way5000
QUICK REFERENCE GUIDE
WAY Systems, Inc.
200 Unicorn Park
Woburn, MA 01801
www.waysystems.com
09-0045-01
rev. A
WAY Systems, Inc. © 2008
MAG STRIPE CARD READER
NAVIGATION BUTTON
CLEAR/BACK-SPACE KEY
SCREEN ADDRESSABLE
SOFT KEY [F1]
FUTURE USE
NUMERIC KEYPAD
CANCEL KEY
ENTER KEY
POWER ON/OFF
SCREEN ADDRESSABLE
SOFT KEY [F2]
USB AND ChARGE INDICATOR LOCATION
To charge your way5000, use the included
power supply or connect to a PC USB port
(cable not included).
USB/ChARGE PORT
ChARGE INDICATOR
way5000 KEYPAD
1
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.
WAY2PAY
To 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 SCREEN
To 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 MODE
After 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 NOTE
The 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 menu
SALE 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.
way5000
OK
Done
Sale - Credit
Approved
AuthCd 123456
Print receipt?
1. Merchant Copy
2. Customer Copy
way5000
OK
Back
Sale - Credit
Enter exp date
MMYY format
00/00
3
Hint: 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.
way5000
OK
Back
Sale - Credit
Swipe Card or
Enter Card
Number
way5000
Communication
Processing
Please 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.
way5000
Back
Sale - Debit
Swipe Card
way5000
OK
Back
Sale - Debit
Total: USD 23.87
Enter PIN
4
RETURN (REFUND) CREDIT/DEBIT
1. 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 ONLY
1. 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.
way5000
OK
Back
Other Trans
1. Authorize Only
2. Return
3. Void
4. Force
5. Reconcile
6. Upload
way5000
OK
Back
Return - Credit
Confirm Details
Amount 1.00
Confirm Void?
Total 1.00
way5000
OK
Back
Void - Credit
Enter Transaction
Seq#
way5000
OK
Back
Void
Seq# 3
Auth No. 12345
Amount 5.44
5
OFFLINE/ONLINE MODE
NOTE: 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 TRANSACTIONS
NOTE: 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.
way5000
OK
Back
Transactions
1. Sale
2. Other Trans
3. Inquiry
4. Setup
5. Offline Mode
way5000
Yes
Done
Upload
Upload Complete
Approved 2
Declined 1
Print Uploaded
Transactions?
way5000
OK
Back
Other Trans
1. Authorize Only
2. Return
3. Void
4. Force
5. Reconcile
6. Upload
6
RECONCILE
NOTE: 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 TRANSACTIONS
Select 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 terminal
Uploads offline transactions for authorization (without
reconciling)
VOID
AUThORIZE
ONLY
RETURN
FORCE
RECONCILE
UPLOAD
way5000
Yes
Done
Reconcile
Reconciliation
Complete
Print
Reconciliation
Report?
7
LAST TRANS
INQUIRY
From the Inquiry menu, the following functions are available:
A list of all transactions currently in the terminal
Displays information on the last transaction and prompts
an option to reprint the receipt
Searches for a specific transaction in order to reprint
the receipt
Displays the total # of transactions and how many were
approved and declined
This 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 terminal
ADDITIONAL FIELDS
You may be prompted to enter:
The 3 digit code from the back of some cards or
The 4 digit code from the front of American Express cards
The cardholder’s zip code
The cardholder’s address number
An invoice number
A toll amount
If you want to print a tip receipt
To enter a tip amount
TRANSACTION
LIST
RE-PRINT TRANS
TOTAL INFO
CLEAR
TRANSACTIONS
REPORTS
DESCRIPTION:
SECURITY CODES
ZIP CODE
BILLING ADDRESS
INVOICE NUMBER
TOLL AMOUNT
PRINT TIP AMOUNT
TIP AMOUNT
8
NOTES
For 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 MAP
GPRS 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.
SUPPORT
Contact 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.com
and via e-mail at support@waysystems.com
Technical 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.com
9
WAY Systems, Inc. © 2008

Navigation menu