Global Payments Desk/5000 Manuale utente

Payments

Countertop – Desk/5000

Quick Reference Guide

September 2018

Table of Contents

1 – Introduction ............................................................................... 5

2 – General Tips ............................................................................. 5

3 – Basic Terminal Operations ....................................................... 6

Before You Begin............................................................... 6

Unpacking the Box............................................................. 6

Terminal ON/OFF .............................................................. 6

Terminal Physical Keyboard .............................................. 7

Virtual Keypad.................................................................... 8

Numeric Data Entry............................................................ 8

Alphanumeric Data Entry ................................................... 9

Access Administrator Menu ............................................... 9

User Access Management................................................. 9

Password Hierarchy......................................................... 10

Administrator ID & Password ........................................... 10

Manager/Supervisor/Clerk ID & Passwords .................... 11

Set Up Your Manager/Supervisor ID and Passwords ..... 11

Clerk ID & Password........................................................ 12

To set up or change the Clerk Password......................... 12

4 – Changing the Terminal Language .......................................... 13

5 – Accepting Payment Cards ...................................................... 13

To Conduct a Contactless Transaction............................ 13

To Conduct an EMV Chip Card Transaction ................... 14

To Conduct a Magnetic Stripe Transaction ..................... 14

6 – Sale (Credit or Debit) Transactions ........................................ 15

7 – Auth Only (Credit) ................................................................... 16

8 – Void (Credit or Debit).............................................................. 17

9 – Pre-Auth and Completion (Optional) ...................................... 18

Pre-Auth – Authorize the amount .................................... 18

Completion – Complete the transaction for the final

amount ............................................................................. 19

10 – Return ................................................................................... 20

11 – Performing a Settlement (Closing The Terminal) ................. 21

12 – Reprint .................................................................................. 22

13 – Demo Mode .......................................................................... 22

14 – Batch Menu........................................................................... 23

View Batch History........................................................... 23

Delete Batch .................................................................... 24

15 – Terminal Security.................................................................. 24

Use Passwords for Protection ......................................... 24

Admin Menu Password Protection................................... 24

Reports Menu Password Protection ................................ 25

Transaction Password Protection .................................... 26

Terminal Security ............................................................. 28

16 – Reports ................................................................................. 28

17 – Key Beep and Backlight ....................................................... 29

To change backlight setting: ............................................ 29

To change brightness setting:.......................................... 29

18 – Installation Procedure........................................................... 30

Countertop – Desk/5000 Connection to Power ............... 30

Countertop – Desk/5000 Connection to Phone Line ....... 30

Countertop – Desk/5000 Connection to Ethernet ............ 31

Attaching the Privacy Shield (Optional) ........................... 31

19 – Replacing The Paper Roll..................................................... 31

20 – Semi-Integrated Configuration with ECR (optional) ............. 33

21 – Troubleshooting .................................................................... 34

Receipt Paper is Jammed................................................ 34

Card Reader Does Not Work Properly (Cards are Not

Read) ............................................................................... 35

Terminal Does Not Work Properly ................................... 35

Receipt is Blank ............................................................... 35

22 – Auto Download (IP Terminal Only)....................................... 36

23 – Cleaning................................................................................ 36

24 – Terminal Specifications ........................................................ 37

25 – Service and Support ............................................................. 39

Returning a Terminal for Service ..................................... 39

1 – Introduction

Global Payments offers merchants a wide variety of leading

payment technology solutions, all from one reliable source. As one

of the world’s largest and most trusted payment technology solution

providers, Global Payments combines industry-leading expertise

with over 50 years of Canadian-specific experience. This power

combination allows us to deliver comprehensive solutions that are

personalized to your needs.

This guide is your primary source of information for operating,

setting up and installing the Global Payments Countertop -

Desk/5000 terminal. For terminal-related questions or support,

please contact Global Payments Customer Care.

2 – General Tips

The following tips will help ensure you continue to process

smoothly with Global Payments Canada:

1. This reference guide contains information on the features

and functions capable on your terminal, as well as basic

troubleshooting techniques. Keep this guide in an easy-to-

find location.

2. Perform a settlement daily; this ensures that your funds

are constantly deposited into your bank account on a

regular basis.

3. Change your passwords frequently. Changing passwords

frequently ensures you protect yourself from unauthorized

use of your terminal.

4. If you have a problem with your terminal, check cabling

and attempt a reset by unplugging and re-plugging the

power supply.

5. If you have a communication problem with your terminal,

verify that there are currently no outages reported by your

telephone company or your Internet service provider.

6. The Global Payments Canada Customer Service line is

open 24 hours a day, 7 days a week, to ensure there is

always someone available to assist you.

3 – Basic Terminal Operations

Before You Begin

The terminal (“Desk/5000”) is a point-of-sale electronic payment

terminal designed to process debit and credit card transactions via

an Internet or standard dial connection. For terminal set-up

instructions, refer to Section 18.

Unpacking the Box

Carefully inspect the shipping carton and its contents for shipping

damage. If the content is damaged, file a claim immediately with

the shipping company and notify Global Payments. Do not try to

use damaged equipment.

Remove the items from the carton. You should have the following

items, according to what was ordered:

• A Global Payments Countertop - Desk/5000 terminal with

paper roll installed

• An external power supply

• Roll of thermal printer paper

• Quick Start Instructions

• Ethernet cable and/or telephone cord

Terminal ON/OFF

When the terminal is connected to the power supply, it will

automatically power up, initiate an application check and then

enter home screen. To power off the Desk/5000, simply

disconnect the power supply from the electrical outlet.

CAUTION:

Due to risk of shock or terminal damage, do

not use the terminal near water, in a wet

basement, bathtub, washbowl, kitchen sink,

laundry tub or near a swimming pool. Do not

use in flammable environments.

Terminal Physical Keyboard

The terminal keypad is numeric only, and

contains 10 numeric keys (0-9), a green

[Enter] key, a red [Cancel] key, a yellow

[Correction] key.

NOTE:

The physical keypad is numeric only.

Button Characters Accessed

Red [Cancel] key

Will clear all of the data entered

Yellow [Clear] Key

Backspace (i.e. clear one character at a time)

Green [Enter] key

Will submit the data entered.

Period, comma, number sign, star.

Administrator Key.

Paper Feed Key

Desktop Key

Virtual Keypad

Global Payments Countertop - Desk/5000 is equipped with a 3.5-

inch touch screen. The sample virtual alpha keypad shown below

will display when the field tapped on the touch screen requires

alpha numeric entry. 123 can be tapped to display the virtual

numeric keypad and QWE can be tapped to display the virtual

upper case alpha keypad.

Numeric Data Entry

The terminal keypad will automatically default to a numeric-only

keypad when entering data into numeric-only fields, such as card

number and amount prompts. See the following examples:

Card number is a numeric data item. To enter the value

“544619999,” press [5], [4], [4], [6], [1], [9], [9], [9] and [9] on the

keypad. Then press [Enter] to confirm the data entered. The

terminal then starts validation.

For amount entries, the terminal initially displays $0.00. For

example, to enter the value “$5.30,” press [5], [3] and [0]. No

decimal point is entered. Then press [Enter] to confirm the data

entered. The terminal then starts validation.

Alphanumeric Data Entry

When a field allows for alphanumeric entry, a virtual keypad is

displayed.

To get an expanded alpha keypad, click icon located on the

right end of the data entry field.

Access Administrator Menu

The Administrator Menu is the place where all terminal

configuration settings are stored. It can only be accessed by

pressing Administrator key. The administrator menu will be

displayed on terminal screen.

User Access Management

The terminal offers multi-level user accesses. There are 4 level

user accesses – from the highest level to the lowest level – are:

administrator, manager, supervisor and clerk. Each level can create

multiple users. You can setup maximum 9 administrator user IDs,

maximum 10 manager IDs, and 10 supervisor IDs. Terminal

supports up to 200 clerk IDs.

Each user can setup their own customized password.

NOTE:

Some menu options in Admin require

password to access.

Password Hierarchy

The password hierarchy is as follows:

•Administrator password

•Manager password

•Supervisor password

•Clerk password

A higher level password is accepted in the place of a lower

level password.

Example: If the application prompts for the clerk password, then the

supervisor, manager and administrator passwords will also be

accepted.

Administrator ID & Password

Your terminal is pre-programmed with a default administrator ID

name of “1”, please call Global Payments Customer Care at

1-800-263-2970 to set up your personalized admin password.

Your administrator password is an important security feature of

your terminal. It is used to access the sensitive administrator menu.

The administrator password is between 7 and 12 alpha and

numeric characters (min=7, max=12). At least 1 alpha and 1

numeric character must be used.

If the wrong administrator password is entered more than four (4)

consecutive times while trying to access the administrator menu,

the user will be locked out. At this point, please call Global

Payments Customer Care for help at 1-800-263-2970.

You should change your password periodically for maximum

protection against fraud.

You can setup up to nine (9) available Administrator User Names

(“ID”) and Passwords. Each Admin User Name (“Admin ID”) has an

associated password. There cannot be duplicate Administrator

User Names.

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