TD Desk 5000 Manuel utilisateur

For the TD Desk 5000

• Standalone and Semi-Integrated terminals

• With or without PINpad

For the TD Move 5000

• Standalone and Semi-Integrated terminals

• iPay@Table solution

TD Move 5000 and TD Desk 5000

Coniguration and Troubleshooting Guide

This publication is conidential and proprietary to The Toronto-Dominion Bank and is intended solely for the use of Merchant customers of TD Merchant

Solutions. This publication may not be reproduced or distributed, in whole or in part, for any other purpose without the written permission of an authorized

representative of The Toronto-Dominion Bank.

The Bluetooth® word mark and logos are registered trademarks owned by Bluetooth SIG, Inc. and any use of such marks by TD is under

license. Other trademarks and trade names are those of their respective owners.

NOTICE

The Toronto-Dominion Bank reserves the right to make changes to speciications at any time and without notice. The Toronto-Dominion Bank

assumes no responsibility for the use by the Merchant customers of the information furnished in this publication, including without limitation

for infringements of intellectual property rights or other rights of third parties resulting from its use.

Table of Contents

Welcome to TD Merchant Solutions........................................1

Who should use this guide?.................................................................... 1

Reporting ..................................................................................1

Business day reports............................................................................... 1

Batch reports...........................................................................................2

Coniguration ..........................................................................3

Administering the terminal.....................................................................3

User management ..................................................................................4

Administrators..................................................................................................4

Managers/supervisors ....................................................................................6

Clerks .................................................................................................................7

General customization ......................................................................... 10

Security.................................................................................................. 13

Menu security ................................................................................................. 13

Transaction security...................................................................................... 14

Report security ............................................................................................... 16

Cashback settings .................................................................................17

Debit surcharge......................................................................................17

Tip settings .............................................................................................17

Receipt settings......................................................................................17

Communication settings (TD Desk 5000) ........................................... 18

Communication settings (TD Move 5000) ......................................... 20

Download settings ................................................................................23

Semi-integrated settings ......................................................................24

Troubleshooting ....................................................................25

Error codes ............................................................................................25

Hardware troubleshooting ...................................................................34

Why isn’t my terminal connecting to the network? ............................35

TD Move 5000 .............................................................................................. 35

Signal Strength .................................................................................... 36

What do I do if there’s a power outage?..............................................37

Reference...............................................................................38

Admin Menu Structure..........................................................................38

Lost or stolen equipment......................................................................42

Police information......................................................................................... 43

Welcome to TD Merchant Solutions

The following materials will provide helpful information about the equipment, its features and TD Merchant

Solutions. Please ensure you read this guide so that you become familiar with the capabilities of the TD Desk

5000 and TD Move 5000 and how it can support your business needs.

By now your terminal is installed and now it’s time for you to learn more about its features and capabilities.

Who should use this guide?

You would use this guide if you use the TD Desk 5000 or the TD Move 5000 at your business.

Reporting

The following reporting options are split into two dierent groups, business day, and batch. You have access to

all of the business day and batch reports, and these will be covered in this guide.

Business day reports

1. Press the OK key, then Reports and then select one of the following:

Report Instructions Provides...

Detail • PRINT or DISPLAY your report.

• Sort transactions by Reference #,

Invoice # or Card Type.

... all transactions for the current business

day. This report will not show Pre-Auth

transactions.

Summary • PRINT or DISPLAY your report. ...all transactions by card type showing the

grand total transaction amount and the

number of transactions of that card type.

Clerk • Select whether the report is a Summary

Report or a Tip Report.

• Select whether Is it for All Clerks or Single

Clerk. If it is a single clerk enter the ID.

• PRINT or DISPLAY your report.

...all transactions by card type showing the

grand total transaction amount and the

number of transactions of that card type by

Clerk ID.

...tip total for all or single clerk.

Open-Pre-Auth • PRINT or DISPLAY your report.

• Sort the information by Date/Time,

Invoice # or Card Type.

...transactions by card type, operator ID for

the current business day sorted by date/time,

invoice # or card type.

Recent Error • Select whether the report is a System

Error Messages, Application Error

Messages or Host Response Messages.

• PRINT your report.

...any system, application, and host errors

that have occurred on this terminal over the

last 10 days.

Batch reports

These reports are for all transactions performed within a particular batch. It then prints a report showing

transactions performed on the terminal since the last Settlement / Day Close.

1. Tap the Admin icon Batch menu View History.

2. Select one of the following options (Batch Totals, View History or Host Batch Inquiry).

Batch Totals

This option allows you to view the current batch on the terminal.

3. The batch totals are shown relecting sale and return amounts separately.

View history

This option allows you to view the previous 30 closed batches on the terminal.

3. Indicate what information you wish to see (Batch #, All and Last Batch).

Batch # - Enter the Batch # and press OK and the batch total is displayed.

All - The last 30 batches will be displayed.

Last Batch - Select how you want much detail you want (Detail or Summary).

Detail

a) Indicate how you want the information sorted and displayed (Reference #, Invoice # or Card Type).

b) Scroll through the information with the arrow icons.

c) Tap the Print icon to print a copy of this information.

Summary

a) The information is automatically printed.

Host batch inquiry

This option allows you to view the current batch at the host.

3. Select preferred viewing option (Print or Summary).

Coniguration

The TD Desk 5000 and TD Move 5000 oers you a variety of options to personalize the terminal while helping

you to administer your business. Some standard administration features are:

• User Management (creating, editing, deleting and unlocking locked user IDs)

• Parameter Updates (updating your settings on the terminal to relect new information such as new

accepted payment types)

• Communications (changes to your terminal’s communication method)

• Training Mode (enable/disable this setting to train new employees on how to use the terminal)

• Receipts (changes to how and when they are printed)

Administering the terminal

By utilizing the user types, you can help secure your terminal by setting what terminal functionality that each of

your employees can access. Listed below are the user types and their functionality.

Note: There is a user hierarchy that determines who can access certain functionality:

• Administrator (highest),

• Manager,

• Supervisor, and

• Clerk (lowest).

TD Merchant Solutions strongly suggests that you create and use a manager ID for your day-to-day business

needs and only use the administrator ID when absolutely necessary. Some functions that require an

administrator ID are.

• Adding, editing, deleting or unlocking manager IDs

• Any functionality that you have protected with an administrator login

User Type Capabilities Special Notes

Administrator • Can access all features and functions,

including transaction processing, reports

and menus

• Can set up manager, supervisor and

clerk IDs

• Only administrators have access to the

Activity Log

• A maximum of 9 administrators IDs are

allowed per terminal

• IDs are 1 to 10 digits in length (#)

• Passwords are case sensitive, 7 to 12

characters in length using at least one

number AND one letter (######A)

Any changes that you make on the terminal will be overwritten the next time that you perform a Host

1 or Host 2 download after a settlement request. Please contact the TD Merchant Solutions Help Desk

to make any permanent changes to your terminal.

TD Merchant Solutions strongly suggests that when you create your administrator and manager IDs

that you record and store them in a safe place for future reference.

User Type Capabilities Special Notes

Manager • Can access features and functions,

including transaction processing, all

reports and all menus

• Can set up supervisor and clerk IDs

• A maximum of 10 manager IDs are

allowed per terminal

• Be aware of who you grant Manager

access to

• IDs are 1 to 7 digits in length (#)

• Passwords are case sensitive, 4 to 7

characters (alpha-numeric) in length

(####)

Supervisor • Can perform normal transactions

• Can set up clerk IDs

• A maximum of 10 supervisor IDs are

allowed per terminal

• IDs are 1 to 7 digits in length (#)

• Passwords are case sensitive, 4 to 7

characters (alpha or numeric) in length

(####)

Clerk • Can perform normal everyday inancial

transactions

• A maximum of 200 clerk IDs are allowed

per terminal

• Clerks (default) can be renamed to

Server or Cashier by a manager

• IDs are 1 to 6 digits in length (#)

• Passwords are 4 to 7 digits in length (####)

• An optional name can be added (up to 20

alpha or numeric characters in length)

User management

Administrators

Create a new administrator ID

Use this option to add a new administrator ID to the terminal. You log in as an administrator to initiate this process.

1. Tap the Admin icon Security Admin Setup Add Admin.

2. Enter the new Admin ID.

3. Enter the new password.

4. Re-enter the new password and press OK.

5. The administrator has been added and you are prompted if you want to add another on (Yes or No).

If you select Yes, go to step 2.

IDs are 1 to 10 digits in length (#).

Passwords are 7 to 12 characters in length using at least one number and one letter (######A).

Set administrator password expiry

Use this option to set the number of days before administrator passwords expire on the terminal. You must log

in as an administrator to initiate this process.

1. Tap the Admin icon Security Admin Setup PWExpire.

2. Enter the number of days before administrator passwords expire and press OK. The maximum setting

999 days.

Set administrator password lock

Use this option to set the number of minutes that an user is locked out for after incorrectly entering their password

three times (four times for administrators). You must log in as an administrator to initiate this process.

1. Tap the Admin icon Security Admin Setup PWLock.

2. Enter the number of minutes that a user is locked out and press OK. The minimum setting is 30 and

the maximum is 999.

Edit an administrator ID

Use this option to edit an existing administrator ID from the terminal. You log in as an administrator to initiate

this process.

1. Tap the Admin icon Security Admin Setup Delete Admin.

2. Select the Admin ID you want to edit.

3. Edit the Admin ID. (optional)

4. Edit the password. (optional)

5. Conirm the edited password and press OK.

Delete an administrator ID

Use this option to delete one or all existing clerk IDs from a terminal. Repeat these steps on each terminal where

the administrator ID resides. You must log in as an administrator to initiate this process.

1. Tap the Admin icon Security Admin Setup Delete Admin.

2. Conirm how many administrator IDs you wish to delete (All or One).

All

a) Conirm this action (Yes or No). Select Yes if you wish to delete all clerks from this terminal.

All administrator IDs are now deleted from the terminal except the original administrator ID

that came with the terminal. This can never be deleted by you.

One

a) Enter the Admin ID to be deleted.

b) Conirm your decision (Yes or No).

c) You will be oered the option to delete another ID if one exists.

Managers/supervisors

Admin M, S M, S M, S N/A M, S

Manager (M) S S S M M, S

Supervisor (S) N/A N/A N/A S S

Add supervisor or manager ID

Use this option to add a new supervisor ID to the terminal. Depending which ID is used to log in will determine

which functionality you will have access to. For example, you must log in as a manager to add a supervisor, or

as an administrator to add a manager.

1. Tap the Admin icon Security Supervisor/Manager Add User.

2. Log in as an administrator or manager.

3. Select which type of user you wish to create (Supervisor or Manager).

4. Enter the new Supervisor or Manager ID.

5. Enter the new Supervisor or Manager name.

6. Enter the password. Passwords are 4 to 7 digits in length (####).

7. Re-enter the password and press OK.

8. You will be given the option to add another ID of the same type (Yes or No). If you select Yes, go to step 2.

Delete supervisor or manager ID

Use this option to delete an existing ID from the terminal. You must log in with an ID that is one level higher than

the one you wish to delete. For example, you must log in as a manager to delete a supervisor, or as an

administrator to delete a manager.

1. Tap the Admin icon Security Supervisor/Manager.

2. Tap Delete User.

3. Select the ID you want to delete.

4. Conirm your selection (Yes or No).

5. If there are any remaining IDs you will be given the option to delete another.

Change a supervisor or manager password

Use this option to change an existing supervisor or manager ID’s password on the terminal. You must log in with

an ID that is equal to or one level higher than the one you wish to change the password for. For example, you

IDs are 1 to 7 alpha-numeric characters in length (#).

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