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Ingenico iCMPsi Quick Reference Manual

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Payments
Global Payments
iCMPsi Mobile POS
Quick Reference Guide
July 2019
2
Table of Contents
1 – Introduction ............................................................................... 4
2 – General Tips ............................................................................. 4
3 – Basic Terminal Operations ....................................................... 5
Before You Begin ............................................................... 5
How to use this Guide ........................................................ 5
Unpacking the Box ............................................................. 5
Terminal ON/OFF .............................................................. 6
Setting Up the Terminal for the First Time ......................... 6
Terminal Keyboard ............................................................. 6
Data Entry .......................................................................... 7
4 – Password Protection ............................................................... 10
Administrator Menu .......................................................... 10
Password Management ................................................... 10
5 – Change Language (English/French) ...................................... 12
6 – Pairing The iCMPsi With A Mobile Device ............................. 13
To Pair with an iOS or Android Device ............................ 13
To Verify the Paired Mobile Device ................................. 14
7 – Accepting Payment Cards ...................................................... 15
To Conduct a Chip Card Transaction .............................. 15
To Conduct a Magnetic Stripe Transaction ..................... 15
To Conduct a Contactless Transaction ............................ 16
8 – Sale (Credit Or Debit) ............................................................. 17
9 – Void (Credit Or Debit) ............................................................. 20
10 – Pre-Auth And Completion (Optional) .................................... 21
3
11 – Return ................................................................................... 22
12 – Performing A Settlement (Closing The Terminal) ................. 23
13 – Demo Mode .......................................................................... 23
14 – Clerk Settings ....................................................................... 24
Add Clerk ID ..................................................................... 24
Delete Clerk ID ................................................................. 25
Clerk Prompt .................................................................... 25
Clerk Wording .................................................................. 25
15 – Terminal Security .................................................................. 26
Use Passwords for Protection ......................................... 26
Terminal Security ............................................................. 26
Terminal in Its Environment ............................................. 27
16 – Cleaning ................................................................................ 27
17 – Service And Support ............................................................. 27
Returning a Terminal for Service ..................................... 28
18 – Terminal Specifications ........................................................ 28
4
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 iCMPsi mobile point-of-sale
(POS) terminal. For terminal-related questions or support, please
contact Global Payments Customer Care.
2 – GENERAL TIPS
The following tips provided will ensure you always 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 supervisor password frequently to ensure you
protect yourself from unauthorized use of your terminal.
4. If you have a problem with your terminal, check your Bluetooth
®
connection and attempt to reboot the terminal.
5. 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.
5
3 – BASIC TERMINAL OPERATIONS
Before You Begin
For set-up instructions, refer to p. 5.
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 terminal in
flammable environments or near gas pumps.
How to use this Guide
The iCMPsi mobile terminal contains both ATM-style buttons (screen
function keys) for variable screen menu selection options and pre-
configured numeric key pad and function buttons. Variable on-screen
menus will appear in bold throughout this guide. Press the
corresponding screen function key below the screen to select that
option. Pre-configured buttons will appear in CAPS.
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:
• iCMPsi mobile POS terminal
• USB cable
• iCMPsi Quick Reference Guide
6
Terminal ON/OFF
To power on the terminal, press the side key
located on the right hand side of the terminal.
To power off the terminal, press the [.,#*] key +
yellow key simultaneously for a few seconds.
NOTE:
This action is only possible when the terminal is
not in charging mode.
Setting Up the Terminal for the First Time
Before using the terminal for the first time, it requires to be charged
for approximately 3 hours via a USB power output of 450 mA.
Further full charging of the terminal battery can be done via a
computer USB port.
Charge the terminal using the
supplied USB cable. Plug the USB
end of the USB cable into the USB
power adapter and plug the micro-
USB end of the cable into the
micro-USB port on the iCMPsi
terminal. The micro-USB port is
located on the right hand side of
the terminal.
A battery indicator is provided on the terminal display, indicating the
charge level of the terminal battery.
Terminal Keyboard
The terminal keyboard contains 10 numeric keys (0-9), a green
[Enter] key, a red [Cancel] key, a yellow [Correction] key and four
additional function keys.
7
Special function keys provide customers with quick and easy access
to frequently used functions and tasks. The following special function
keys are present on the terminal: [F1], [F2], [F3] and [F4].
Data Entry
Numeric Data Entry
The terminal keyboard will automatically default to a numeric-only
keypad when entering data into numeric-only fields, such as card
number and account 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] [9] on the keypad.
Amount
[$5.30]
Press [Enter] to confirm the data. 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.
Press [Enter] to confirm the data. The terminal then starts validation.
8
Text Data Entry
When performing data entry into text-only fields, the terminal keypad
defaults to all alpha characters.
Alphanumeric Data Entry
NOTE:
When performing data entry on the screens that
accept both alpha and numeric characters, use a
shift key [F] to access the alpha and special
characters throughout. By pressing the numeric
key first and then pressing the [F] key, you can
scroll through all characters programmed on that
key.
The admin key is also designated for other special characters and is
marked with a period (.), comma (,), pound sign (#) and asterisk (*):
[.,#*]. To select one of these special characters, press that key and
then press the [F] key until the desired character appears.
An alphanumeric data entry example is shown below:
Amount
[]
Footer 1 is an optional alphanumeric data item from zero to 24
characters. The following example shows how to enter the message
“Open 24HR” using multiple key strokes.
Step
Terminal Display
Merchant Action
1
FOOTERS
No action.
Enter Footer 1
[]
9
2
FOOTERS
Press [6] once.
Press [F] key three times.
Enter Footer 1
[O]
3
FOOTERS
Press [7] once.
Press [F] four times.
Enter Footer 1
[Op]
4
FOOTERS
Press [3] once.
Press [F] five times.
Enter Footer 1
[Ope]
5
FOOTERS
Press [6] once.
Press [F] five times.
Enter Footer 1
[Open]
6
FOOTERS
Press [0] once.
Press [F] two times.
Enter Footer 1
[Open ]
7
FOOTERS
Press [2] once.
Enter Footer 1
[Open 2]
8
FOOTERS
Press [4] once.
Enter Footer 1
[Open 24]
9
FOOTERS
Press [4] once.
Press [F] two times.
Enter Footer 1
[Open 24H]
10
10
FOOTERS
Press [7] onces.
Press [F] two times.
Press [Enter] to confirm data
entry.
Enter Footer 1
[Open 24HR]
4 – PASSWORD PROTECTION
Administrator Menu
The administrator menu is the place where all merchant parameter
information is stored. It can only be accessed with a valid
administrator name and password. The administrator menu is
displayed from the idle screen when the admin key [.,#*] is pressed.
Before displaying the administrator menu, the terminal will prompt
you to enter the administrator name and password.
Password Management
The iCMPsi terminal offers multi-level password management, up to
a maximum of four (4) levels. These passwords, from highest to
lowest level, are: administrator password, manager password,
supervisor password and clerk password.
Administrator Password
Your default Administrator name is 1, and the pre-set administrator
password is 1234567P. Your administrator password is an important
security feature of your terminal. It is used to access the administrator
menu. The administrator password is between seven (7) and 12
alpha and numeric characters (minimum = 7, maximum = 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.
Upon receiving the terminal, you should change your administrator
password right away. You should also change your password
periodically for maximum protection against fraud. Please call Global
11
Payments Customer Care to set up or change your administrator
password.
Manager/Supervisor/Clerk Password
The manager, supervisor and clerk passwords are set up by the
administrator in the administrator menu. There is only one manager,
one supervisor and one clerk password. There is no user name
associated with any of these passwords.
The manager, supervisor and clerk password length is seven (7)
alpha and numeric characters. The password can consist of any
number of alpha or numeric characters.
Manager, supervisor and clerk passwords cannot be locked out and
do not expire.
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 a clerk password,
then the supervisor, manager and administrator passwords will also
be accepted.
Set Up Your Passwords
NOTE:
Your default administrator name is 1 and the pre-
set administrator password is 1234567P. To
change your administrator password, please call
Global Payments Customer Care at 1-800-263-
2970.
To set up or change the manager password, supervisor password or
clerk password:
1. At the idle screen, press the administrator [.,#*] key for the
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administrator menu.
2. Key in the administrator name and press [Enter].
3. Enter the administrator password and press [Enter].
4. Press [F2] button to scroll down until Security is highlighted
and press [Enter].
5. Press [F2] button to scroll down until PWParamas is highlighted
and press [Enter].
6. Select the password to be changed ([1]-PWManager for
manager password, [2]-PWSup for supervisor password and
[3]-PWClerk for clerk password) and then press [Enter].
7. Terminal prompts “Enter Password.”
8. Key in new password and press [Enter].
9. Press [Cancel] to return to the idle screen.
NOTE:
Your default manager password, supervisor
password and clerk password are all set to
1234567.
5 – CHANGE LANGUAGE
(ENGLISH/FRENCH)
There are two options for terminal language: English and French. To
select a language:
1. Press [Cancel] to return to the idle screen.
2. At the idle screen, press [F4] button.
3. The idle screen is re-displayed in the alternative language
(English or French).
NOTE:
The cardholder language will be displayed as per
the language indicator on the card where
available.
13
6 – PAIRING THE iCMPsi WITH A MOBILE
DEVICE
To Pair with an iOS or Android Device
The iCMPsi can be integrated with both Apple mobile products and
Android mobile devices. The connection is established though the
Bluetooth pairing function on both the iCMPsi terminal and your
mobile device. To pair the iCMPsi with an Android device, follow the
steps below (1-12), and to pair with an iOS device, follow steps 1-8
and 13:
1. At the idle menu, press the administrator [.,#*] key for the
administrator menu.
2. Key in the administrator name and press [Enter].
3. Enter the administrator password and press [Enter].
4. Press [3] to select Setup Menu.
5. Press [2] to select Communications .
6. Press [2] to select Bluetooth.
7. Press [1] to select Pair Device.
8. Select the device type you would like to pair with: [1]-iOS
Device or [2]-Android Device.
9. If you have selected Android Device, press [1] to select Port#,
and the enter port# and press [Enter].
NOTE:
The port# should be defined by the mobile
application on the Android device. Check with
your Android mobile application developer for
what port# should be used. The default preset
setting on the iCMPsi is 9999.
10. Press [2] to select Display Pairing Info. The terminal will display
the iCMPsi device name, address and a nine-digit PIN. You will
need to enter this nine-digit PIN into your Android device to
complete the pairing.
14
NOTE:
The PIN changes every minute so you will need
to enter the PIN into the Android device as
quickly as possible or it may expire and you will
have to repeat this step to generate a new PIN.
11. Perform a device scan on your mobile device (smartphone or
tablet) and select iCMPsi and then enter the nine-digit PIN on the
Android device.
12. After a connection is established, on the iCMPsi press [Enter] to
return the previous menu, and then press [Cancel] several times
to return to the idle screen.
13. If an iOS device (iPad, iPhone or iTouch) was selected in step 8,
then press [1] to select Device Discovery. The iCMPsi will initiate
a device scan and display all iOS devices found within range.
Select the name of the mobile device that you would like to pair
with and then enter the PIN code on the iCMPsi to establish the
connection.
NOTE:
The same PIN code must be entered on both
iOS device and iCMPsi. Please consult your iOS
mobile application developer for instructions as
to how to enter the PIN code on your iOS device.
To Verify the Paired Mobile Device
Once the mobile device has been paired with the iCMPsi, the name
of the mobile device will display on the top right hand corner of the
iCMPsi screen. If you don’t see the mobile device name shown on
the iCMPsi screen, it means that the device pairing was
unsuccessful.
You can also validate the pairing through the admin menu:
1. At the idle menu, press the administrator [.,#*] key for the
administrator menu.
2. Key in the administrator name and press [Enter].
3. Enter the administrator password and press [Enter].
15
4. Press [3] to select Setup Menu.
5. Press [2] to select Communications.
6. Press [2] to select Bluetooth.
7. Press [3] to select Paired Device Info.
7 – ACCEPTING PAYMENT CARDS
To Conduct a Chip Card Transaction
1. Initiate the transaction on the mobile
device (smartphone or tablet).
2. Follow the prompts on the iCMPsi
terminal screen accordingly.
3. Position the chip card with the chip-side facing
upward, as shown below.
4. Insert the chip card into the smart card reader slot in a smooth,
continuous motion until it is firmly in place.
5. Remove the card only when the application indicates the
transaction is complete.
CAUTION:
Leave the chip card in the reader until the
transaction is complete. Premature card removal
will invalidate the transaction.
To Conduct a Magnetic Stripe Transaction
1. Initiate the transaction on the mobile device (smartphone or tablet).
2. Follow the prompts on the iCMPsi terminal screen accordingly.
3. Position the magnetic card with the stripe in the card reader, facing
inwards towards the keypad.
4. To ensure a proper read of the magnetic stripe card, the user
should insert the card from the top of the unit, as shown below.
5. Swipe the card through the magnetic card reader in a single
smooth motion.
16
To Conduct a Contactless Transaction
1. Initiate the transaction on the mobile device (smartphone or tablet).
2. Follow the prompts on the iCMPsi terminal screen accordingly.
3. Bring the card firmly up to the active zone above the display (at
approximately 1 cm) and keep the card close to the display during
the transaction.
4. The iCMPsi has a row of four status lights at the top of the terminal
that will activate during a contactless transaction – the first status
light (left hand side) will be lit steadily to indicate that the
contactless display is in use but a card is not being read.
5. When a contactless card is presented in the contactless active
zone during a transaction, the second, third and fourth status lights
will be lit in turn.
6. When the transaction is successful, all four status lights will be lit
and the confirmation tone will be heard.
17
8 – SALE (CREDIT OR DEBIT)
The sale transaction is the most common transaction for general
retail applications.
NOTE:
If you are presented with a card with a chip on it,
insert the card into the chip reader in the terminal
with the chip facing up and in. Leave the card in
the reader until the transaction is complete.
For chip card sale transactions:
1. Initiate a sale transaction from the mobile application on the
mobile device.
2. On the iCMPsi terminal, enter the clerk ID (if enabled) and press
[Enter].
3. Enter the invoice # (if enabled) and press [Enter].
4. Terminal displays “Pass Terminal to Customer” and the
cardholder presses [Enter] to confirm the transaction amount.
5. If tip is enabled, the customer can select either [1]-Tip
Percentage, [2]-Tip Amount or [3]-No Tip. If Tip Percentage
is selected, the cardholder can select one of three pre-set tip
percentage options, or select Other to key in a specific tip
percentage and press [Enter] to confirm. If Tip Amount is
selected, the cardholder keys in the dollar amount and presses
[Enter] to confirm.
NOTE:
If the pre-set percentage option is not enabled,
simply key in the tip percentage. To activate pre-
set tip percentage, please contact Global
Payments Customer Care at 1-800-263-2970.
6. The cardholder presses [F1] for Yes to confirm the final
amount.
7. The terminal displays “Swipe/Insert/Tap Card” and the
cardholder inserts the chip card.
18
8. Select language (if enabled).
9. The cardholder follows the customer EMV prompts.
10. For debit transactions, enter the cashback amount (if enabled).
11. For debit transactions, enter the surcharge amount (if enabled).
12. For debit transactions, the customer selects [CHQ] or [SAV]
and then enters his/her PIN.
13. The customer hands the terminal back to the clerk.
14. Press [Enter] and the terminal starts to communicate with
Global Payments via the mobile device. Once the transaction is
complete, the receipt copy will be sent to the mobile device.
15. Remove the card from the terminal and return to the cardholder.
For swiped sale transactions:
1. Initiate a sale transaction from the mobile application on the
mobile device.
2. On the iCMPsi terminal, enter the clerk ID (if enabled) and press
[Enter].
3. Enter the invoice # (if enabled) and press [Enter].
4. Terminal displays “Pass Terminal to Customer” and the
cardholder presses [Enter] to confirm the transaction amount.
5. If tip is enabled, the customer can select either [1]-Tip
Percentage, [2]-Tip Amount or [3]-No Tip. If Tip Percentage
is selected, the cardholder can select one of three pre-set tip
percentage options or select Other to key in a specific tip
percentage and press [Enter] to confirm. If Tip Amount is
selected, the cardholder keys in the dollar amount and presses
[Enter] to confirm.
NOTE:
If the pre-set percentage option is not enabled,
simply key in the tip percentage. To activate pre-
set tip percentage, please contact Global
Payments Customer Care at 1-800-263-2970.
6. The cardholder presses [F1] for Yes to confirm the final
amount.
7. The terminal displays “Swipe/Insert/Tap Card” and the
cardholder swipes the card.
8. For debit transactions, enter the cashback amount (if enabled).
19
9. For debit transactions, enter the surcharge amount (if enabled).
10. For debit transactions, the customer selects [CHQ] or [SAV]
and then enters his/her PIN.
11. The cardholder presses [Enter] and hands the terminal back to
the clerk.
12. For credit cards, enter the last four (4) digits of the card number
(if enabled) and then press [Enter] – this extra steps helps
reduce potential fraud and chargebacks.
13. The terminal starts to communicate with Global Payments via
the mobile device. Once the transaction is complete, the receipt
copy will be sent to the mobile device.
For contactless sale transactions:
1. Initiate a sale transaction from the mobile application on the
mobile device
2. Terminal displays “Pass Terminal to Customer” and the
cardholder presses [Enter] to confirm the transaction amount.
3. If tip is enabled, the customer can select either [1[-Tip
Percentage, [2]-Tip Amount or [3]-No Tip. If Tip Percentage
is selected, the cardholder can select one of three (3) pre-set tip
percentage options or select Other to key in a specific tip
percentage and press [Enter] to confirm. If Tip Amount is
selected, the cardholder keys in the dollar amount and presses
[Enter] to confirm.
NOTE:
If the pre-set percentage option is not enabled,
simply key in the tip percentage. To activate a
pre-set tip percentage, please contact Global
Payments Customer Care at 1-800-263-2970.
4. The cardholder presses [F1] for Yes to confirm the final amount.
5. Terminal displays “Swipe/Insert/Tap Card,” the
cardholder taps his/her card if the card is a contactless
card.
6. Terminal starts to communicate with Global Payments via
the mobile device. Once the transaction is complete, receipt
copy will be sent to the mobile device.
20
9 – VOID (CREDIT OR DEBIT)
If you have entered the wrong amount or need to cancel a
transaction, use the Void transaction (instead of Refund) wherever
possible. Transactions that are voided will not appear on a
cardholder’s statement. Customers must be present for a void
transaction on a debit card.
NOTE:
Transactions can only be voided before they are
settled.
1. Initiate Void transaction on the mobile device.
2. The iCMPsi terminal prompts for a manager password. Enter
the manager password and press [Enter].
3. If pre-auth is enables, the iCMPsi prompts “Void Pre-Auth?”
Press [F1] for Yes and proceed to step 4, or press [F4] for non
pre-auth void and proceed to step 6.
4. Press the key that corresponds to the desired search option.
NOTE: Cust PO# option is for commercial cards only.
5. Enter the transaction number from the original receipt and press
Enter.
6. When the transaction to void is found, press [F4] (Select) and
press the [
▼] button to select the next transaction on the list.
NOTE:
A credit card or non-chip debit card can also be
swiped instead of choosing a search option.
7. For credit cards, proceed to step 12.
8. For debit cards, pass the terminal to the cardholder and the
cardholder swipes/inserts his/her debit card. NOTE: Debit cards
cannot be manually entered.
9. The cardholder presses [Enter] to confirm the transaction
amount.
10. The cardholder selects [CHQ] or [SAV].
11. The cardholder enters his/her PIN and presses [Enter].
12. The cardholder hands the terminal back to the clerk.
/