First Data RP10 - User Manual

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Getting started with your

First Data terminal

Step 1: Getting connected

Using your terminal requires an Internet connection, such as DSL,

cable or dial up connection. If you chose a dialup connection, a

dedicated phone line is recommended.

• Telephone port (Blue)

• Ethernet port (Yellow)

• USB ports (Black)

• RS-232 port (Green)

Underside of a FD130 terminal shown below.

Note: Actual port connection locations may vary depending on the

specic termin.model. Color codes are the same on all terminals.

Step 3: Load printer paper

To load a roll of paper, open

the printer cover’s latch as

shown below. Insert the roll

of paper into the printer. and

make sure that the roll has

the leading edge of the paper

exiting the bottom edge of

the printer. Close the cover

and tear off any excess paper.

Step 4: Connect to a power supply

To assemble the power supply, plug to assemble the power

supply. Plug the power cord into the power adapter (A).

Next connect the small end of the power plug to the terminal (B).

Rotate the plug so that the cord is pointed toward the back of the

terminal and ensure it lies at and underneath the terminal.

Plug the AC power cord into a surge protector (recommended) or a

standard electrical outlet. Your terminal should all be connected and

power up. The screen will light up and display the home screen.

Wi-Fi (optional)

To support Wi-Fi (wireless) connectivity, you’ll need a wireless

access point, modeml or router supporting 802.11 b/g/n; and

Broadband Internet Service.

To set up your terminal for connectivity to your Wi-Fi system, touch

the Tool icon displayed on the home screen. Touch Wi-Fi then Security.

Security

Verify the security mode matches your Wi-Fi system’s settings

(That is, WPA1-TKIP,WPA1-AES or WPA2-AES).To change, touch

the drop-down arrow and select a new option.

SSID is the name assigned to your Wi-Fi network. It is a case

sensitive text string up to 32 bytes long. All devices in the network

must use the SSID to communicate over Wi-Fi, and you will also

need your password (key). Ensure that the key and SSID match

your Wi-Fi system settings. A USB keyboard may be connected to

the terminal to enter this information.

Signal strength

To test signal strength, return to the home screen, touch the Tool

icon, then Wi-Fi and View Status.

Step 2: Add an (optional) device

If you have another device(s) to

connect to the terminal, such as the

RP10 PIN pad or MagTek

MiniMICR

Check Reader, you can now connect

them to either the USB or RS-232

port. Please see the device-specic

installation instructions.

Other manuals for First Data RP10

Quick Setup Guide3 pages

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Summary

Getting Started

Connecting the Terminal

Describes physical connections including telephone, Ethernet, USB, and RS-232 ports.

Connecting Optional Peripherals

Details connecting devices like PIN pads or check readers via USB or RS-232 ports.

Loading Printer Paper

Instructions for loading a new roll of paper into the terminal's printer.

Connecting Power Supply

Guides on connecting the terminal to a power source via adapter and cord.

Wi-Fi Setup and Configuration

Covers enabling Wi-Fi, security settings (SSID, password), and checking signal strength.

Basic Operations

Settling the Batch

Explains how to manually or automatically settle the transaction batch on the terminal.

Processing a Sale

Outlines the steps for completing a customer sale using chip, swipe, or tap payment methods.

Processing a Refund

Details the procedure for issuing a refund to a cardholder.

Overview

This document outlines the setup, basic operations, and maintenance of a First Data terminal, designed to facilitate various payment transactions.

Function Description

The First Data terminal is a point-of-sale (POS) device primarily used for processing credit and debit card payments. It supports multiple connection types, including Internet (DSL, cable) and dial-up, ensuring flexibility in deployment. The terminal is equipped to handle different card types and transaction methods, including chip cards, magnetic stripe cards, and contactless payments (NFC). It also supports optional peripheral devices like PIN pads and check readers to expand its functionality. The device is designed for merchants to accept payments, manage transactions, and perform batch settlements, making it a comprehensive solution for retail and service environments. Its core function is to securely process financial transactions and provide a reliable interface for customer interactions during the payment process.

Usage Features

Getting Connected:

To begin using the terminal, it must first be connected to a network and power supply. The terminal features several ports for connectivity:

Telephone Port (Blue): Used for dial-up connections, requiring a dedicated phone line for optimal performance.
Ethernet Port (Yellow): Connects the terminal to a broadband Internet source (DSL or cable modem) for faster transaction processing.
USB Ports (Black): Available for connecting optional peripheral devices, such as PIN pads or check readers, to enhance the terminal's capabilities.
RS-232 Port (Green): Another port for connecting specific external devices, ensuring compatibility with a range of accessories.

Adding Optional Devices:

The terminal's functionality can be extended by connecting additional devices. For example, an RP10 PIN pad or a MagTek® MiniMICR Check Reader can be connected via either the USB or RS-232 port. These devices integrate seamlessly with the terminal to provide expanded payment options, such as secure PIN entry for debit transactions or check processing. Specific installation instructions for these peripherals are typically provided with the devices themselves.

Loading Printer Paper:

The terminal includes an integrated thermal printer for generating transaction receipts. To load paper, the printer cover's latch is opened, and a new roll of thermal paper is inserted. It is crucial to ensure that the leading edge of the paper exits from the bottom edge of the printer to ensure proper feeding. After inserting the paper, the cover is closed, and any excess paper is torn off. This simple process ensures that receipts can be printed for customers, providing a record of their transactions.

Connecting to Power Supply:

The terminal requires a stable power source to operate. The power supply assembly involves plugging the power cord into the power adapter (A) and then connecting the small end of the power plug to the terminal (B). The plug should be rotated so that the cord points toward the back of the terminal and lies flat underneath it, preventing accidental disconnections. The AC power cord should then be plugged into a surge protector (recommended) or a standard electrical outlet. Once connected, the terminal will power up, and the home screen will display, indicating it is ready for use.

Wi-Fi Connectivity (Optional):

For environments where a wired connection is not feasible, the terminal supports Wi-Fi connectivity. To utilize this feature, a wireless access point, modem, or router supporting 802.11 b/g/n standards and Broadband Internet Service are required. Setting up Wi-Fi involves accessing the "Tool" icon on the home screen, then navigating to "Wi-Fi" and "Security."

Security Settings for Wi-Fi:

When configuring Wi-Fi, it is essential to match the terminal's security mode with the Wi-Fi system's settings (e.g., WPA1-TKIP, WPA1-AES, or WPA2-AES). The SSID (Service Set Identifier), which is the name of the Wi-Fi network, must be entered precisely as it is case-sensitive and up to 32 bytes long. The corresponding password (key) must also be entered correctly to establish a secure connection. A USB keyboard can be connected to the terminal to facilitate easier entry of this information.

Signal Strength Monitoring:

To verify the quality of the Wi-Fi connection, users can return to the home screen, touch the "Tool" icon, then "Wi-Fi," and select "View Status" to check the signal strength. This helps ensure a stable and reliable wireless connection for transactions.

Basic Operations:

Settlement:

Batch settlement is a critical daily operation that clears all transaction information from the terminal. This can be configured for auto-close or managed manually. For auto-close settings, users are advised to contact the help desk. To settle a batch manually:

From the home screen, select "Other."
Depending on the terminal model, select "CLOSE" or "Close Batch."
Confirm by selecting "OK" on the touch screen (or pressing 3 for non-touch screen terminals).
The terminal will then complete the batch settlement process.

Sale:

Processing a sale involves accepting a customer's card payment through one of three methods:

Chip Card Insertion: The customer inserts a chip card into the "dip slot" at the front of the terminal or PIN pad. The card must remain in the slot until prompted for removal by the device.
Magnetic Stripe Swipe: The customer swipes their card through the magnetic stripe reader.
Contactless Payment: The customer taps a contactless card or phone on the designated area of the terminal. After the card interaction, the terminal will display on-screen prompts. If required, the customer will enter their PIN or can bypass it by pressing "Cancel X." The device will then automatically print a receipt or prompt for a customer receipt. This step can be skipped by pressing "ENTER" or the "CANCEL" (red) button.

Refund:

To issue a refund to a cardholder:

From the home screen, select "Other."
Select "Refund."
Enter the refund amount.
Instruct the customer to insert, swipe, or tap their card.
Select "Credit."
The device will automatically print a receipt or prompt for a customer receipt. This step can be skipped by pressing "ENTER" or the "CANCEL" (red) button.

Maintenance Features

While the document does not explicitly detail a "maintenance features" section, several aspects imply routine care and troubleshooting:

Help Desk Support:

For auto-close settings and general inquiries, users are directed to contact the help desk, indicating that some configurations and advanced support are managed externally. This suggests that complex issues or specific settings might require professional assistance rather than user-level maintenance.

Documentation and Guides:

The document repeatedly refers users to "businesstrack.com/terminalguides" for more detailed assistance and information. This online resource serves as a primary tool for self-help and troubleshooting, covering a broader range of transactions and potential issues beyond the basic operations outlined in this manual. Accessing these guides is a form of proactive maintenance, allowing users to understand and resolve common problems independently.

Signal Strength Monitoring:

Regularly checking Wi-Fi signal strength by navigating to "Tool > Wi-Fi > View Status" can be considered a maintenance task. A weak signal can lead to transaction failures or slow processing, so monitoring this helps ensure consistent performance and allows users to address connectivity issues before they impact operations.

Power Connection Verification:

Ensuring the power cord is securely connected and lies flat underneath the terminal, as well as plugging into a surge protector, are preventative measures. These steps help maintain a stable power supply, reducing the risk of power-related interruptions or damage to the device.

Peripheral Device Installation:

The instructions for connecting optional devices like PIN pads and check readers, while part of setup, also imply a maintenance aspect. Proper installation and secure connection of these peripherals are crucial for their functionality and longevity. If a peripheral stops working, re-checking its connection according to the installation instructions would be a first step in troubleshooting.

Paper Loading:

The process of loading printer paper, while a routine operational task, also has a maintenance component. Ensuring the paper is loaded correctly prevents jams and ensures the printer functions reliably. Using the correct type and size of thermal paper is also implied for optimal printer performance.

In essence, maintenance for this device largely revolves around proper setup, adherence to operational guidelines, utilizing available support resources (help desk, online guides), and proactive monitoring of connectivity and power to ensure continuous and reliable operation.