Optimum M4230 Quick reference guide Description of functions Thermal printer paper compartment Hotline 0800 068 5949 Direct selection function keys Direct selection function keys Battery charge status Scroll keys (menu) Menu key Magnetic strip reader Function key (Function code) Confirmation key Cancel key Correction key How to change rolls of paper Pressure points for opening To open the paper compartment, press the pressure points at the bottom of the cover towards one another firmly. The paper compartment cover will spring open and you will be able to open it completely. Remove the central sleeve of the old paper roll. Ensure that the roll compartment is free of dust and paper debris. Insert the new roll of thermal paper into the roll compartment as shown in the diagram. The end of the paper should be approximately 5 cm behind the rubber roller. Close the cover. You will hear the cover engage.
2 Power supply Travel plug Terminal diagram Terminal New terminal: Connection (current last) Charging the battery Initialization 13 Diagnostics Old terminal: Terminal account balancing Terminal replacement 12
Index Description of functions 1 Change rolls of paper 1 Terminal diagram 2 Battery maintenance (commissioning) 4 Switch terminal on / off 5 Change the automatic switch-off time 5 6 Credit s CUP 7 8 9 10 Debit s (V PAY, Visa, Maestro, MC Debit) 11 Reconciliation (closing the cash accounts) 12 ECR balances (till totals) 12 Duplicate 12 Diagnostics 13 Initialization 13 Change merchant 13 System messages 14 Security Notes 17 15 16 18 19 Contact details Authorisation services 20 service 20 This page lists the telephone numbers of contacts 3
Battery maintenance Description of functions The battery is your terminal's energy store. It ensures the terminal is supplied with power when being used as a mobile device. After a long period of use, the battery's storage capacity becomes depleted and it must be recharged. The way in which the battery ages is heavily dependent on how it is used and maintained. For this reason, the battery is excluded from the warranty; it can be purchased from us as a consumable. Initial commissioning Before it is switched on for the first time, the terminal's battery must be charged continuously for around 2 hours: only then will enough power be available to operate the terminal. To charge the battery, connect the power supply unit to the power network via the travel plug. The charge indicator light on the left-hand side of the terminal lights up red. When the indicator light changes colour and turns green, this means the battery is fully charged and ready for use. Press the on key on the terminal for around 5 seconds until a beep indicates that the device has switched on. The terminal's operating system will now start up. When the display shows the message `Please enter, the terminal is ready to use. In case of a different display message, please press the Abbr key several times, until `Please enter is displayed. During operation If four bars are shown in the battery symbol, the battery is fully charged. Just one bar means the battery is almost empty. If the final bar is flashing, no more capturing procedures can be performed and the battery must be recharged. In theory, 333 consecutive transactions can be carried out on a full battery. 17 hours of continuous operation with no transactions will also leave the battery empty. To prevent this from happening, the terminal switches itself off after a preset length of time. The operating time must be adapted to the particular conditions of use. 5 If there are long breaks between transactions, it is advisable to recharge the terminal between transactions. The moving bars in the battery symbol on the terminal display and the red charge indicator light on the terminal show that the battery is being charged. Charge indicator light Battery charging 4 Battery fully charged
Terminal functions Switch on the terminal Press the "on" key on the terminal for around 5 seconds until a beep indicates that the device has switched on. The terminal's operating system will start up. When the display shows the message `Please enter, the terminal is ready to use. Switch off the terminal Korr Yes Switch off terminal? Change the automatic turn-off time Menü Administration Cashier Korr Korr Korr Delete old turn-off time new turn-off time via keypad Turn-off time Abbr Yes Abbr Abbr Back to main menu The turn-off time is entered in seconds. The maximum turn-off time is 600 seconds (10 minutes). 5
Credit s Credit s containing chips (EMV function) need to be authorised on this terminal via the chip. If an error occurs during reading, the terminal automatically retrieves the data from the magnetic strip (provided the bank has enabled the for this purpose). It is only at the point when the transaction is actually being processed that the customer needs to decide whether to confirm the payment by signing or by entering his/her PIN. Purchase - via chip with signature Insert Remove signs Purchase - via chip with PIN Insert PIN Do not remove until transaction is complete Depending on the type of used, the terminal may require additional entries. For example, the customer may be asked to confirm the or whether he or she wants to switch to another language. Please read the relevant message on the display and follow the instructions. Purchase - via magnetic strip ( without chip) 6 Swipe signs
Reversal - via chip number Reversal Insert remove if requested Reversal - via magnetic strip number Reversal Swipe It will only be possible to reverse the transaction if no terminal account balancing has taken place since the transaction was processed and if the bank responsible for issuing the (authorisation centre) has not yet performed the clearing process. Clearing normally takes place just after midnight (local time). Refund - via chip F 3 1 Insert remove if requested signs Basic setting for merchant : 000000 Please change : 13 The number (Rno) for the most recent transaction is specified. It can be deleted digit by digit using the Korr key or additional digits can be entered using the keypad. Korr 7
Credit s Refund - via magnetic strip F 3 1 Swipe signs Tip Tip Total 8 Tip number of tip
CUP functions Purchase F 3 6 Swipe Payment PIN Merchant customer signs Reversal number Reversal Swipe PIN Merchant customer signs It will only be possible to reverse the transaction if no terminal account balancing has taken place since the transaction was processed and if the bank responsible for issuing the (authorisation centre) has not yet performed the clearing process. Clearing normally takes place just after midnight (local time). The number (Rno) for the most recent transaction is specified. It can be deleted digit by digit using the Korr key or additional digits can be entered using the keypad. Korr 9
CUP functions Reservation F 3 6 Swipe Reservation PIN Merchant customer signs First request Capturing for a reservation F 3 6 Swipe Reservation Account 10 PIN TA number (TA-No) authorisation number Merchant customer signs
Debit s Purchase - V PAY / Maestro via chip Insert PIN Do not remove until transaction is complete Purchase - Maestro via magnetic strip Swipe PIN With V PAY and Maestro transactions, payments can only be authorised by entering a PIN. V PAY payments can only be made via a chip. Reversal - V PAY / Maestro via chip number Reversal Insert remove if requested Reversal - Maestro via magnetic strip number Reversal Swipe The number (Rno) for the most recent transaction is specified. It can be deleted digit by digit using the Korr key or additional digits can be entered using the keypad. Korr 11
Reports Reconciliation / day-end closing BANK The reconciliation procedure should be performed once a day. Please note that a reversal cannot take place once the terminal account balancing has taken place! Printing reconciliation ECR balances The `ECR balances function prints a with details of all the transactions since the last terminal account reconciliation. It is purely informative and is not a substitute for terminal reconciliation! Printing ECR balances Duplicate 2 F 0 Prints a duplicate (a copy) of the last. Certain functions can be shown on the display in the form of symbols. To select the function, keep clicking the or menu keys until the symbol has a dark frame around it. Then press the 12 key to call the function.
System functions Extended diagnostics There are two purposes for extended diagnostics: 1. Checking the electronic connection to the network computer. 2. Reconciling data between the terminal and network computer, e.g. switchover from summer to winter time. F 7 0 On successful completion, a diagnostics report is printed Initialization During initialization, the terminal logs on to the network computer. F 9 3 Change merchant F 9 0 System files Merchant new merchant Confirm new merchant Factory setting for merchant : 00 00 00 For security reasons, the should be changed every 90 days! 13
System messages Messages Next steps Payment not possible Ask customer to use a different method of payment. Incorrect PIN Ask the customer to check his or her PIN, then start the transaction again. Invalid Ask customer to use a different method of payment. Card not permitted Ask customer to use a different method of payment. Reversal not possible Check captured data and start the transaction again. PIN incorrect too many times must have the reactivated by the issuer. System error Please look for additional text on the and follow the instructions; otherwise, call the B+S hotline. Procedure rejected Please observe additional text on the provided by the authorisation system! Procedure not possible Currently unable to process. Try again later (if applicable). The -specific error messages are provided by the authorisation system for the that is being used. The issuer bears sole responsibility for the accuracy of the information. Whenever a credit is rejected, please observe the additional text provided by the issuer. This may contain important information on how to proceed. 14
Security Checklist for merchants at the POS Always compare the signature on the with the one on the. Check the embossing on the to verify its period of validity. If only one date is given, the is valid up to that date. Use the UV security features on credit s if these features are not visible under UV light, the credit is most probably forged. Always let the customer check the or check it again yourself to spot keypad input errors before completing the payment. Make sure that your customers can enter their PINs undisturbed and in complete privacy. Avoid storing s or details as much as possible. Dispose of old s in such a way that no third parties can acquire possession of the details. Keep your terminal in a safe place outside store opening hours. Do not allow unauthorised persons to access the terminal. Report any suspicion that the terminal has been tampered to the police and B+S immediately. In the case of all transactions (purchase, reversal, refund), please be sure to retain the intended for the merchant (marked accordingly). This contains important data which is not available anywhere else should you need to perform subsequent capturing procedures or require information about the holder. For more security notes, visit our website at www.bs--service.com 15
B+S terminal security seal A terminal forms part of the money cycle and must therefore be handled as carefully as cash. B+S terminal security seal Attempts are often made to tamper POS terminals by opening them to obtain details and holder PINs. It goes without saying that all terminals from B+S Card Service conform to the current guidelines of the ZKA - Zentraler Kreditausschuss (Germany's central issuers committee). But B+S goes a step further by also providing a means of visual security. All terminals feature a security seal which is located on the side of the terminal generally between the lower and upper housing. If the housing is opened or an attempt is made to remove it, the seal is destroyed. Check your terminal daily and ensure that the security seal is not damaged. Technical Safety Attention! Only operate the terminal using the original power supply. If someone attempts to open the terminal housing, the integrated electronics will be destroyed and all sales will be deleted. 16
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Important telephone numbers Queries Help Authorisation services B+S Card Service 0800 068 5949 American Express 0208 5511 111 Elavon (Diners Club) 0945 601 4930 B+S Card Service Your terminal ID 0800 068 5949 Please specify at all times B+S Card Service BSTZ1159 Version 1.2 10/2012 service B+S Card Service GmbH Lyoner Strasse 9 60528 Frankfurt am Main Germany Tel.: 0800 068 5949 Info@bs--service.co.uk www.bs--service.co.uk 20 Subject to technical modifications. B+S Card Service GmbH holds the copyright to the text and images used here. They may only be reproduced with prior written permission from B+S Card Service GmbH.