Merchant POS Orientation and Training Video

Summary

This instructional video covers essential steps for using a terminal device, from loading the thermal roll into the printer to processing various card transactions. It provides detailed guidance on using the chip and magnetic card readers, managing different types of transactions (such as sales, installment, void, and balance inquiries), and utilizing terminal functions like reprints and batch reviews. The video is designed to assist merchants in navigating the terminal's interface, ensuring efficient processing and smooth customer interactions. Additional support information is also provided at the end of the tutorial.

Takeaways

• 😀 Learn how to load a thermal roll into the printer by placing the roll in the tray and ensuring two inches of paper extend past the tear strip.
• 😀 The chip card reader is located at the front of the terminal, and the chip card should be inserted with the contacts facing up.
• 😀 For magnetic card transactions, swipe the card through the reader with the stripe facing downward and inward.
• 😀 To initiate a transaction, select the type on the main screen, press F2 to scroll down, and enter the transaction details.
• 😀 For installment transactions, select the type and enter the installment term before completing the transaction.
• 😀 To void a transaction, navigate through the menu to 'void', enter password and trace number, then confirm the process.
• 😀 Use the settlement function to finalize transactions by entering the password and allowing the terminal to process the details.
• 😀 Balance inquiries require selecting 'balance inquiry' from the menu, followed by swiping or inserting the card and entering the pin.
• 😀 For a sale transaction, choose 'debit sale', swipe/insert the card, enter the amount, and then confirm the transaction with the pin.
• 😀 Terminal special functions include reprinting the last transaction, generating detailed transaction reports, and printing settlement receipts.

Q & A

How do you load the thermal roll in the POS terminal?

To load the thermal roll, unlatch the paper roll cover on the upper side of the terminal. Drop the roll into the printer tray, ensuring at least two inches of paper extends past the serrated metal tear strip. Close the cover by pressing it gently until it clicks shut, allowing a small amount of paper to extend outside.

How do you insert a chip card into the POS terminal?

To insert a chip card, position the card with the contacts facing upward. Insert the card into the chip reader slot in a smooth, continuous motion until it is fully inserted. Wait for the screen to indicate that the transaction is complete, then remove the card.

What is the correct way to swipe a magnetic card on the POS terminal?

For magnetic cards, position the card with the magnetic stripe facing down and inward toward the keypad. Then, swipe the card smoothly through the magnetic card reader.

How do you select a transaction type on the terminal?

On the main screen, swipe or insert the card. Then, press F2 to scroll down or F3 to scroll up to select the type of transaction. Press Enter to confirm your selection.

What steps are involved in processing a straight transaction?

For a straight transaction, after selecting the transaction type, enter the amount and press Enter. The terminal will connect to the host, process the transaction, and print the merchant's copy. If you need to print the customer's copy, press F1 for yes or F4 for no.

What is an installment transaction and how is it processed?

An installment transaction is processed by selecting the installment option on the terminal menu, entering the amount, selecting the installment term, and then pressing Enter. The terminal will connect to the host and print the merchant's copy. The customer’s copy can be printed by pressing F1 for yes or F4 for no.

How do you perform a void transaction on the terminal?

To void a transaction, press F1 on the main screen, select 'Void' from the menu, and press Enter. Enter the key, password, and trace number, then press Enter. The terminal will connect to the host and process the void transaction. The merchant's copy will be printed, and you can print the customer's copy by pressing F1 for yes or F4 for no.

What steps are needed to perform a settlement on the terminal?

To perform a settlement, press F1 on the main screen, select 'Settlement' from the menu, and press Enter. Enter the password and press Enter. The terminal will connect to the host, process the settlement transaction, and print the merchant's copy.

How do you log on to the terminal?

To log on, press F1 for the menu, then press F2 to scroll down and F3 to scroll up. Select 'Debit Logon' and press Enter. The terminal will display 'Logon Complete' once successfully logged in.

How do you check the balance on a card through the terminal?

To check the balance, press F1 for the menu, then press F2 to scroll down and F3 to scroll up. Select 'Balance Inquiry' and press Enter. Swipe or insert the card, then select 'Savings' or 'Current,' enter the PIN, and press Enter. The terminal will process the balance inquiry.