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Description of functions

Optimum M4230

Quick reference guide

Hotline 0800 068 5949 Direct selection function keys Function key (Function code) Cancel key

Thermal printer paper compartment

Direct selection function keys

Menu key

Battery charge status Scroll keys (menu)

Magnetic strip card reader

Confirmation key Correction key

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.

How to change rolls of paper

Pressure points for opening

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Terminal diagr

am

Terminal Terminal r eplac ement Old t erminal: Terminal ac count b alancing New t erminal: C onnection (curr ent last) Char ging the b att ery Initialization Diagno stics 13 12

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1 Change rolls of paper

Description of functions 1

Index

4 Battery maintenance (commissioning)

2 Terminal diagram

5 5 Switch terminal on / off

Change the automatic switch-off time

8 7 Credit cards 11 10 9 6 CUP card 12 Reconciliation (closing the cash accounts)

12 Duplicate printout 13 Initialization 20 Authorisation services

Debit cards (V PAY, Visa, Maestro, MC Debit)

12 ECR balances (till totals)

13 Diagnostics 14 16 15 19 18 17 System messages Security Notes 20

Contact details

13 Change merchant password

This page lists the telephone numbers of contacts Customer service

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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.

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 Before it is switched on for the first time, the terminal's battery

: 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 amount´, the terminal is ready to use. In case of a different display message, please press the key several times, until `Please enter amount´ is displayed.

must be charged continuously for around 2 hours

Initial commissioning

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Terminal functions

Switch on the terminal

Key Korr

Switch off the terminal

Key

Yes Switch off terminal?

Change the automatic turn-off time

Best Key Menü Key Key Administration Best Key Cashier Best Key Yes Best Key Turn-off time Best Key Key Korr Key Korr Key Korr Delete old turn-off time

Abbr Key Abbr Key Abbr Key

Back to main menu Enter new

turn-off time via keypad

The turn-off time is entered in seconds. The maximum turn-off time is 600 seconds (10 minutes).

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 amount´, the terminal is ready to use.

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Credit cards

Best

Key

Purchase - via chip with PIN

Receipt printout Enter amount Insert card Best

Key Do not remove

card until transaction is complete

Customer

Enter PIN Best Key

Purchase - via chip with signature

Enter amount Receipt printout Customer signs receipt Insert card Remove card

Credit cards 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 card 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.

Depending on the type of card used, the terminal may require additional entries. For example, the customer may be asked to confirm the amount 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 (card without chip)

Enter amount Receipt printout Customer signs receipt Swipe card Best Key

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Enter receipt number

Enter password

Basic setting for merchant password: 000000 Please change password:

The receipt 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.

13 Insert card - remove if requested Receipt printout Best Key Key F 3 Key 1 Key Insert card - remove if requested Customer signs receipt Receipt printout Enter amount Best Key Best Key Enter password Key Best Key Best Key Reversal amount Best Key Korr

Reversal - via chip

Reversal amount Best Key Enter receipt number Enter password Swipe card Receipt printout

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 card (authorisation centre) has not yet performed the clearing process. Clearing normally takes place just after midnight (local time).

Key

Best

Key

Best

Key

Reversal - via magnetic strip

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Enter receipt number Enter password Best Key Best Key Total amount

Tip

Tip receipt printout Enter amount of tip

Refund - via magnetic strip

Swipe card Customer signs receipt Receipt printout Best Key Key F 3 Key 1 Key Enter amount Best Key Best Key Key Tip Key Best Key Best Key

Credit cards

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Best Key

Customer

Enter PIN Enter receipt number Best Key

Customer

Enter PIN

Purchase

Best Key Best Key Best Key Payment Best Key Swipe card Merchant receipt - customer signs receipt Merchant receipt - customer signs receipt Enter amount Customer receipt printout Customer receipt printout Key F 3 Key 6 Key Best Key Enter password Swipe card

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 card (authorisation centre) has not yet performed the clearing process. Clearing normally takes place just after midnight (local time).

Key Best Key Best Key Reversal amount Best Key

Reversal

digit by digit using the key or additional digits can be entered using the keypad. The receipt number (Rno) for the most recent transaction is specified. It can be deleted

Korr

Korr

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CUP functions

Best Key

Customer

Enter PIN Key Reservation First request Best

Key Merchant receipt -

customer signs receipt Customer receipt printout

Reservation

Best Key Swipe card Key F 3 Key 6 Key Best Key Enter amount Best Key Enter TA number (TA-No) Best Key

Customer

Enter PIN Key Account Best Key Best Key Best Key

Capturing for a reservation

Best Key Swipe card Key F 3 Key 6 Key Best Key Enter amount Best Key Best Key Key Reservation Enter authorisation number Merchant receipt - customer signs receipt Customer receipt

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Best

Key Do not remove

card until transaction is complete

Customer

Enter PIN Best Key

Purchase - V PAY / Maestro via chip

Receipt printout Enter amount Insert card Best Key

Customer

Enter 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.

Best

Key

Purchase - Maestro via magnetic strip

Receipt printout Enter amount Swipe card

Debit cards

Insert card - remove if requested Enter receipt number

Reversal V PAY / Maestro via chip

-

Receipt printout Key Best Key Best Key Enter password Reversal amount Best Key Enter password Enter receipt number

Reversal Maestro via magnetic strip

-

Swipe card Receipt printout Key Best Key Best Key Reversal amount Best Key

digit by digit using the key or additional digits can be entered using the keypad. The receipt number (Rno) for the most recent transaction is specified. It can be deleted

Korr

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BANK

Reports

Reconciliation / day-end closing

Key F 2 Key 0 Key Best

Key Prints a duplicate

(a copy) of the last receipt .

Duplicate

Key Printing reconciliation receipt Best Key

The `ECR balances´ function prints a receipt with details of all the transactions since the last terminal account reconciliation. It is purely informative and is not a substitute for terminal reconciliation!

ECR balances

Key Printing ECR balances receipt Best Key Enter password Enter password

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 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!

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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.

Extended diagnostics

Key F 0 Key Best Key Key 7 On successful completion, a diagnostics report is printed

During initialization, the terminal logs on to the network computer.

Initialization

Key F 9 Key 3 Key Best Key Receipt printout

System functions

Change merchant password

Key F 9 Key 0 Key Best Key Best Key Best Key System files Best Key Best Key Best Key Enter merchant password new Confirm merchant password new Key Merchant password

Factory setting for merchant password: 00 00 00

For security reasons, the password should be changed every 90 days!

Enter password

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The card-specific error messages are provided by the authorisation system for the card that is being used. The card issuer bears sole responsibility for the accuracy of the information.

Whenever a credit card is rejected, please observe the additional text provided by the card issuer. This may contain important information on how to proceed.

System messages

Messages

Next steps

Payment not possible

Invalid card Incorrect PIN

Ask customer to use a different method of payment.

Ask customer to use a different method of payment.

Ask the customer to check his or her PIN, then start the transaction again.

Card not permitted

PIN incorrect too many times

Procedure rejected Reversal not possible

System error

Procedure not possible

Ask customer to use a different method of payment.

Customer must have the card reactivated by the issuer.

Please observe additional text on the receipt provided by the authorisation system! Check captured data and start the transaction again.

Please look for additional text on the receipt and follow the instructions; otherwise, call the B+S hotline.

Currently unable to process card. Try again later (if applicable).

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Security

Checklist for merchants at the POS

Always compare the signature on the receipt with the one on the card.

Check the embossing on the card to verify its period of validity. If only one date is given, the card is valid up to that date.

Use the UV security features on credit cards – if these features are not visible under UV light, the credit card is most probably forged.

Always let the customer check the receipt or check it again yourself to spot keypad input errors before completing the card payment.

Make sure that your customers can enter their PINs undisturbed and in complete privacy. Avoid storing card receipts or details as much as possible. Dispose of old receipts 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 card transactions (purchase, reversal, refund), please be sure to retain the receipt 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 cardholder.

For more security notes, visit our website at

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B+S terminal security seal

Technical Safety

A terminal forms part of the money cycle and must therefore be handled as carefully as cash.

Attempts are often made to tamper POS terminals by opening them to obtain card details and cardholder 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.

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d Servic e · BSTZ1159 V ersion 1.2 /2012 · · 10

B+S Card Service

Customer service

Authorisation services

B+S Card Service 0800 068 5949 American Express 0208 5511 111

Elavon (Diners Club) 0945 601 4930

Important telephone numbers

Your terminal ID

Please specify at all times

Queries Help

References

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