TD Desk 5000 Manuel utilisateur

TD Desk 5000

Quick Start Guide

For the TD Desk 5000

• Standalone and Semi-Integrated terminals

• With or without PINpads

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.

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.

MERCHANT INFORMATION

Merchant Name __________________________________________________________________________

Merchant Number ________________________________________________________________________

- i -

Contents

About this Guide..................................................................1

Merchant Welcome Kit Contents.................................................................. 1

The TD Desk 5000......................................................................................... 1

Hardware ............................................................................ 2

Standalone Terminal .....................................................................................2

Home screen and icons ....................................................................................... 3

Main menu screen................................................................................................. 3

Admin menu screen.............................................................................................. 4

Semi-Integrated Terminal .............................................................................4

Home screen and icons ....................................................................................... 4

The Stylus.......................................................................................................5

Changing the paper roll................................................................................5

Accessibility features ....................................................................................5

The Communications Adapter .....................................................................6

The PINpad ....................................................................................................6

Cardholder Privacy and Security....................................... 7

Terminal security ..........................................................................................7

Fraud prevention ...........................................................................................7

Manually entered credit card transactions .......................................................7

Force post transactions are disabled by default ..............................................7

Call for authorization............................................................................................ 8

Applications on the TD Desk 5000...............................................................8

Financial Transactions (Standalone).................................9

Accepted card types.....................................................................................9

Sale (credit card)...........................................................................................9

Sale (debit card)........................................................................................... 11

Return (credit).............................................................................................. 13

Return (debit)............................................................................................... 13

Force post (sale or phone / mail)................................................................ 14

Void / Transaction Recall ............................................................................ 14

Receipts............................................................................. 16

Printing receipts .......................................................................................... 16

Receipts options (semi-integrated mode only).......................................... 16

Receipt example................................................................................................... 17

Continued on next page

- ii -

Business Day Functions.................................................... 18

Performing a settlement (day close) .......................................................... 18

Administration .................................................................. 19

Changing terminal mode (semi-integrated terminals only) ..................... 19

More features and functionality ................................................................. 19

Reporting ..........................................................................20

Business day reports .................................................................................. 20

Troubleshooting.................................................................21

What problems can I easily resolve?.......................................................... 21

Admin Menu Structure ..................................................... 22

Reference ..........................................................................26

Maintaining your terminal...........................................................................26

Storing your terminal ..................................................................................26

- 1 -

About this Guide

This Guide provides an introduction to your TD Desk 5000 for both standalone and

semi-integrated terminal modes and covers hardware functionality, performing inancial

transactions, administration features and troubleshooting. For more information regarding

its use and available features, please review the TD Desk 5000 Merchant Guide.

Merchant Welcome Kit Contents

Quick Start Guide Pamphlets

• How to Help Prevent Fraud

• Payment Card Industry Data

• If you have a problem or

concern

Information sheets

• What you need to know about

chargebacks

• Payment card industry data

security standard (PCI DSS)

Miscellaneous

• Paper rolls (3 + 1 in the terminal)

• Cleaning card and instructions

• Card acceptance decals (Visa®,

MasterCard®, Discover®,

American Express®, Interac®

Direct Payment, UnionPay®, etc.)

The TD Desk 5000

The terminal is solely for you, the Merchant. You will use the terminal to initiate transactions

for customer’s using credit or debit cards. Depending on your settings, some card types

may not be accepted by your terminal. To learn how to use UnionPay cards, please review the

TD Desk 5000 Merchant Guide.

The TD Desk 5000 has two versions: a standalone terminal or a semi-integrated terminal.

The only physical dierence between the two are the idles screens. Please see the following

to help you identify which terminal you have.

Standalone Terminal

The standalone terminal requires that you

enter the transaction information into the

terminal and then the customer enters their

payment information on the terminal. It has

only one mode so you will not see an icon in

the top-right corner.

For more information on the standalone

terminal, see page 2.

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Sale Pre-Auth

P-A Comp Return

ADMIN LANGUAGE

- 2 -

Semi-Integrated Terminal

The semi-integrated terminal has the transaction information fed to it (usually from an

electronic cash register) and the customer enters their payment information on the terminal.

It has two modes. You can tell which mode is active by the terminal’s Home screen and an

icon with the arrow in the top-right corner of the Home screen.

• For more information on the semi-integrated terminal see page 4.

• For more information on changing modes see page 19.

Standalone Mode Home Screen Semi-Integrated Mode Home Screen

Hardware

Standalone Terminal

1. Command keys

• Application key

• Cancel

• Correction

• OK (or Enter)

2. Touchscreen

All terminal navigation is

performed through the

touchscreen.

3. Paper advance key

4. Paper chamber panel

5. Card readers

a) Insert chipped cards

b) Swipe cards

c) Contactless cards (Tap the

card on the contactless

icon, not the touchscreen.

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P-A Comp Return

ADMIN LANGUAGE

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ADMIN LANGUAGE

Welcome/Bonjour

Desk/5000

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P-A Comp Return

ADMIN LANGUAGE

- 3 -

Home screen and icons

The default screen is called the Home screen.

It displays important information, icons and

dierent ways to access terminal functionality.

They are:

1. Communication icon

This icon indicates whether the

terminal is connected to the network.

It will be one of two colours:

• Green (connected) or

• White (disconnected)

2. Admin

This icon will open the Admin Menu.

3. Language

This icon will open the Language Menu.

This screen will have six icons or four icons if

you have the clock function enabled. You can

request to have the following icons enabled for

the Home screen: Sale, Settlement, Report,

Reprint, Logon and Logoff. Return, Void,

Force Post, Pre-Auth, and PA Comp can be

added if they are enabled on your terminal.

Main menu screen

From the Home screen, press the OK key

and the Main Menu screen appears. The

Main Menu screen displays the following

transactions:

• Sale

• Return

• Void

• Force

• Pre-Auth

• Pre-Auth Completion

• Settlement

• Reprint Menu

• Reports Menu / Log In

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P-A Comp Return

ADMIN LANGUAGE

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MAIN MENU

1 - Sale

2 - Return

3 - Void

4 - Force

5 - Pre-Auth

6 - Pre Auth Completion

- 4 -

Admin menu screen

From the Home screen, press the Admin key and

the Admin Menu screen appears. It displays the

following options:

• Clerk Menu

• Batch Menu

• Setup Menu

• Maintenance

• Diagnostics

• Security

• Terminal Info

• Host Management

For a list of all the administrator functions

available on the terminal, refer to page 22

for a menu breakdown.

Semi-Integrated Terminal

Home screen and icons

The default screen is called the Home screen. It

displays important information, icons and dierent

ways to access your terminal’s functionality.

They are:

1. Communication icon

This icon indicates whether the

terminal is connected to the

network. It will be one of two

colours:

• Green (connected) or

• White (disconnected)

2. Mode

This icon will switch the mode that

the semi-integrated terminal is in

(standalone or semi-integrated).

3. Admin

This icon opens the Admin Menu.

4. Language

This icon opens the Language Menu.

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ADMIN MENU

1 - Clerk Menu

2 - Batch Menu

3 - Setup Menu

4 - Maintenance

5 - Diagnostics

6 - Security

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ADMIN LANGUAGE

Welcome/Bonjour

- 5 -

The Stylus

A stylus is provided with each terminal. It is located on the back of the terminal. It can

help you select screen elements more accurately and keep your touchscreen clean by

limiting inger contact. To ind the stylus:

1. Turn over the terminal so that the back is facing you.

2. Along the left edge, in a groove, there is a dark grey stylus.

3. Pull the stylus out of the groove and use it instead of your inger to touch the screen.

If you are concerned about losing the stylus, it has a small hole on its head so

that you can connect it to the terminal.

Changing the paper roll

1. Gently pull up on the paper chamber panel along the top of terminal and

remove the old paper roll.

2. Unwrap a new paper roll and place it in the paper chamber so that the loose

end of the paper feeds up from under the paper roll towards you.

3. Press down on the panel until it clicks shut and ensure there is a enough paper

sticking out from the chamber that it touches the top of the terminal screen.

Accessibility features

The TD Desk 5000 has numerous accessibility features which relect TD’s commitment to

our customers. It has such features as:

• Backlit keypad and adjustable screen brightness to create visual contrast

• Adjustable font size

• Adjustable key stroke sound when a key is pressed

• A stylus is supplied with each terminal to aid on screen navigation

• A raised identiier on the:

• 5key,

• Main Menu key,

• Cancel key,

• Correction key, and

• OK key

- 6 -

The Communications Adapter

The communication adapter is the bridge between your

terminal and its power and data in one connection.

Ports

The adapter has four ports and they are:

1. Data In

2. Power In

3. Internet In

4. Phone/RS232 In

Standalone terminals support an Ethernet connection. Semi-integrated terminals support the

following connection options:

• RS232 to Ethernet

• RS232 to RS232

• RS232 to USB

The PINpad

This is an optional piece of hardware. When

connected to your terminal it is used by the

customer to enter information and select

options regarding the transaction. If you don’t

have a PINpad, the customer will use the

terminal to enter information.

1. Function keys

The F1 and F4 keys can be used to

select onscreen options.

2. Navigation keys

Use the F2 and F3 arrow keys to

navigate the screens and menus.

3. Command keys

• Cancel

• Correction

• OK (or Enter)

4. Card readers

• Insert chipped cards

• Swipe cards

• Contactless cards

Cord to terminal

ETHIN

RS232

* # . ,

CB3D

IH5J

LK6M

7PR

CHQ SAV / EP

iPP315



CANC

ANNUL CORR OK

F1 F2 F3 F4

Welcome / Bonjour

If you use a PINpad, you must process card

transactions on it except manual which is

processed on the terminal.

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