Allows for the instant processing of an applicant's Private Label Credit Card Application. If the application is approved, a receipt with a new Card number is issued to the applicant to use as a temporary card for any subsequent Purchase transactions.
From the READY screen:
To navigate through the menus:
- Scroll down: press the F1
key to move the highlight
bar down.
- Scroll up: press the
F3
key to move the highlight
bar up.
- Select a highlighted item: press OK.
1. Press the Admin key.
The MAIN MENU appears.
2. Scroll down to ADMIN, and press OK.
The ADMIN FUNCS menu appears.
3. Scroll down to CREDIT APP, and press OK.
If the SWIPE ADMIN CARD prompt appears, swipe the POS Admin card.
If the ENTER CLERK ID entry screen appears ...
The SELECT CARD TYPE menu appears.
4. Scroll down the list of card types, and press OK
at your selection.
The SWIPE CARD prompt appears on
the terminal .
If an external PINpad is attached, the SWIPE CARD prompt also appears on this device.
If a contactless reader is attached, it continues to display the WELCOME/BONJOUR screen because contactless PL Instant Credit Applications are not permitted.
5. Choose a Card Entry method as indicated in the table below, and follow the appropriate instructions:
|
|
manually
enter |
a. Swipe the card on the terminal (or the external PINpad if attached) . b. Continue below. |
a. Key in the Card number, and press OK. The ENTER EXPIRY DATE entry screen appears on the terminal . b. Key in the Expiry date, and press OK. c. Continue below. |
The LAST NAME: prompt appears.
If the ENTER LAST NAME entry screen appears, edit/key in the applicant's Last name, and press OK.
6. Press the F1 key (YES)
to accept the displayed Last name.
OR Press the F3 key (EDIT) to edit
the Last name (and then key in the characters, and press OK).
The FIRST NAME: prompt appears.
If the ENTER FIRST NAME entry screen appears, edit/key in the applicant's First name, and press OK.
7. Press the F1 key (YES)
to accept the displayed First name.
OR Press the F3 key (EDIT) to edit
the First name (and then key in the characters, and press OK)
.
If the MIDDLE INITIAL prompt appears, press
the F1 key (YES) to accept the
displayed initial.
OR Press the F3 key (EDIT) to edit/key
in the Middle initial (and then key in a character, and press OK).
If the ENTER MIDDLE INITIAL entry screen appears, key in the applicant's Middle initial, or leave this field blank, and press OK.
The ENTER HOME TELEPHONE # entry screen appears.
8. Key in the applicant's Home Telephone number (10 digits, no
spaces), and press OK.
The ENTER BUSINESS TELEPHONE # entry screen appears.
9. Key in the applicant's Business Telephone number (ten digits, no spaces), or leave this field blank, and press OK.
If the ENTER BUSINESS EXTENSION # entry screen appears, key in the applicant's Business Extension number (maximum of four digits), or leave this field blank, and press OK.
The ENTER DATE OF BIRTH entry screen appears.
10. Key in the applicant's Birth date (MMDDYYYY), and press OK.
The LANGUAGE PREF menu appears.
11. Scroll down to select the applicant's Preferred Language,
and press OK.
PROCESSING is displayed on the terminal as it communicates with the Moneris
Host.
The Merchant copy of the receipt is printed.
12. Have the applicant sign the Merchant copy.
13. Press OK.
The Cardholder copy of the receipt is printed.
14. Look for the Expiry date printed on the Merchant copy, and then write it down on the applicant's copy of the receipt ( i.e., the Cardholder copy).
15. Give the Cardholder copy of the receipt to the applicant.
The successful applicant can then use the temporary receipt as a private label credit card and present it as payment during any subsequent Purchase transactions until the actual private label card has been issued.
