Hypercom Optimum - Chase Paymentech

Quick Reference Guide 

Hypercom Optimum 

This Quick Reference Guide 

will guide you through 

understanding your 

terminal’s functionality and 

navigation, and will help 

you with troubleshooting.

INDUSTRY 

Retail and Restaurant 

APPLICATION 

Chase Paymentech’s PTS32 

TERMINALS 

Hypercom’s Optimum Series 

Contents 

GETTING STARTED 

Available Transaction Types . . . . . . . . . . . . . . . . . . . . . 3 

Clerk and Server Setup . . . . . . . . . . . . . . . . . . . . . . . . . 4 

Available Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 

Gift Card Transaction Types (Opt.). . . . . . . . . . . . . . . 6 

Navigating Your Terminal . . . . . . . . . . . . . . . . . . . . . . . 7 

Settling the Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 

REFERENCE 

Prompt Q&A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 

AVS Response Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 

Common Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . 10

Credit Transactions 

Credit Sale* A sale transaction using a credit 

card; the card may or may not be present. 

Phone/Mail Order* A credit sale transaction 

in which the card is not present. 

Auth Only* An authorization-only transaction 

provides an approval, but does not charge the 

consumer until the transaction has been added 

to the batch by way of an offline transaction. 

Offline* Perform an offline sale when the 

terminal cannot reach the host (Chase 

Paymentech) to authorize a transaction, or to 

finalize an Auth Only transaction. Contact your 

voice authorization center for an authorization 

code, and then perform the transaction. 

Refund* Perform a refund to return money to 

a cardholder’s account from a credit sale 

completed in a closed batch (i.e., previous 

day). May also be used to adjust a previous 

transaction. 

Void* Perform a void to reverse a credit sale, 

force, or refund transaction and prevent any 

funds from transferring from the cardholder’s 

account. Only available for transactions in the 

current batch (i.e., same day). 

Open/Close Tab (restaurant only) A preauthorization 

transaction for a specific, 

predetermined dollar amount. 

To initiate 

Swipe the card or 

select Sale. 

Press 

[Function], 

[6], [5] and 

[Enter]. 

Press 

[Function], 

[9] and [Enter]. 

Select Offline. 

Select Refund. 

Select Void. 

Press 

[Function], 

[2], [0] and 

[Enter]. 

Available 

Transaction 

Types 

Your terminal 

supports various 

transaction types. 

Refer to this section for 

information on what 

transactions are 

available, when to use 

them, and how to begin 

the transaction. 

*Purchase and Commercial 

cards are supported for this 

transaction type. 

Debit Transactions 

Debit Sale A sale transaction using a debit card 

and PIN; the card must be present. 

Debit Refund Perform a debit refund to return 

money to a cardholder’s account from 

a debit sale completed in a previous batch; the 

card must be present. 

May not be available for all card issuers. 

To initiate 

Select Sale. 

Select Refund.

Available 

Transaction 

Types 

Continued 

Your terminal 

supports various 

transaction types. 


information on what 

transactions are 

available and when to 

use them. 

EBT Transactions (Retail Only) 

EBT Sale An Electronic Benefits Transfer (EBT) 

card is a government-issued card tied 

to a specific government-assistance account. 

EBT transactions require PIN entry, as well as a 

trace number and balance amount printed on 

receipts. An EBT sale transaction may be a food 

stamp sale, or a cash benefit sale. The card must 

be present. 

EBT Offline A sale transaction performed when 

the terminal cannot reach the host to authorize 

the transaction. Contact your voice authorization 

center for an authorization code, then perform 

an offline transaction with the EBT card. 

EBT Refund Available only for food stamp 

transactions. 

EBT Balance Inquiry Obtain a customer’s 

remaining EBT account balance. Available for 

both food stamp and cash benefit. 

To initiate 

Select Sale, 

then EBT. 

Press 

[Function], 

[4], [3] and 

[ENTER]. 

Select Refund, 

then EBT. 

Press 

[FUNCTION], 

[7], [5] and 

[ENTER]. 

Clerk and 

Server Setup 

Clerk/server setup allows 

you to manage IDs. 

Access the feature by 

pressing [FUNCTION], 

[7], [8] and [ENTER]. 

ADD/REMOVE 

Used to log on clerks/servers as their shifts begin, and log them off at 

the end of their shift. 

ID Table Report 

Prints a report of clerks/servers currently signed on. 

Clear 

Clears the ID table of all signed-on clerks/servers.

Reports: Main Menu 

Audit Report Prints detail information for each transaction and a 

totals summary for each card type and issuer. 

Summary Report Prints totals by card type and card issuer. 

Clerk/Server Report Launches Clerk/Server Reports menu 

options. (See Reports: Clerk/Server Reports Menu.) 

Tips Report Prints tip totals by clerk/server, if enabled. 

Tip Discount Report Prints tip and tip discount totals by clerk/ 

server, if enabled. 

Open Tabs Report Prints details of currently opened tabs, if enabled. 

Available 

Reports 

A report is like a 

snapshot in time of 

business activities. Use 

this data to help you 

make crucial business 

decisions. 

Press the [REPORTS] 

hot key to launch the 

Reports menu. 

Settlement Report Prints settlement status and transaction totals. 

Shift Report Prints detail information for each transaction and a 

totals summary for each card type and issuer, if enabled. 

Performance Report Prints a summary of transaction counts and 

communications statistics. 

History Report Prints a summary of transaction totals from a set 

number of days (5, 10, 15, 30). 

HCS Batch Inquiry Report Prints the status of the current batch 

as reported by the host (Chase Paymentech). 

SV Cash Out Report Prints a list of cashed-out gift card 

redemptions by clerk/server. 

SV Report A Prints a list of gift card transaction details by 

transaction type. 

SV Report B Prints a list of gift card transaction details by clerk/server. 

Reports: Clerk/Server Reports Menu 

Detail Report Prints detail information on all transactions 

performed by all clerks/servers, or a specific clerk/server. 

Summary Report Prints totals by card type and issuer performed 

by all clerks/servers, or a specific clerk/server. 

Unadjusted Report Prints detail information on all unadjusted 

transactions performed by all clerks/servers, or a specific clerk/server. 

ID Table Report Prints a list of all servers currently signed on.

Gift Card 

Transaction 

Types (Opt.) 

If you are participating 

in Chase Paymentech’s 

proprietary Gift Card 

program, your terminal 

supports various stored 

value card transaction 

types. 


information on what gift 

card transactions are 

available and when to 

use them. 

Gift Card Transactions (Optional) 

Issuance/Add Value Adds value to the gift 

card account. This transaction can be used to 

issue and activate a new card, or to reload an 

active card with incremental value. 

Activation Create a consumer’s gift card 

account by assigning value to a card. One or 

more gift cards can be activated at one time. 

Activations can only be performed on cards that 

have not been previously activated. 

Redemption Decreases the value stored on the 

consumer’s gift card account. This transaction is 

performed when a consumer uses the card to 

purchase goods or services. 

Balance Inquiry Print a receipt that displays 

the customer’s available stored value card 

balance (without changing it). 

Prior Perform a prior redemption, activation or 

issuance when the terminal cannot reach the 

stored value host with a valid approval code 

from the voice authorization center. 

Add Tip A gift card redemption transaction for 

the amount of the tip, if tip processing is 

enabled. 

To initiate 

Select Gift Card, 

then select 

Issue/Add 

Value. 


then select 

Activation. 


then select 

Redemption. 


then scroll to and 

select Balance 

Inquiry. 



select Prior 

Redemption, 

Prior Issuance or 

Prior Activation. 



select Add Tip.

Hot Keys 

The terminal has six hot keys to the left and right of the display; 

these are used to scroll and make selections. The four hot keys below 

the display are : 

[Home] - Exits the PTS32 application and returns to the Terminal 

Applications menu. 

[Settle] - Initiates a batch settlement. 

[Reports] - Opens the Reports menu. 

[Function] - Initiate 1- or 2-digit numbered terminal functions. 

Begin a Sale 

Swipe the card, select Sale or manually enter the card number and 

press [ENTER] to begin a sale transaction. Your terminal will guide you 

through the process. (Note: Debit and EBT cards must be swiped.) 

Begin other transactions 

Use the hot keys at the main menu to navigate to the transaction 

type you wish to perform. If the desired transaction is not available 

via the main menu, press [ENTER] and select Transaction. 

Clerk/Server Menu 

Press [FUNCTION], [7], [8] and [ENTER] to access the Clerk/Server menu. 

BATCH REVIEW 

Press [FUNCTION], [1] and [ENTER] to review the current batch. 

TIP ADJUSTMENTS 

Press [ENTER], select Batch, and then scroll to and select Adjust. 

Navigating 

Your 

Terminal 

Refer to this section to 

find and begin the 

transaction or function 

you wish to use. 

About Settlement 

A Settlement operation is used to close the current batch and 

open a new batch for logging and accumulating transactions. 

Your Hypercom terminal uses a Terminal Capture System (TCS), 

meaning it stores transactions throughout the day and sends 

batch totals of sales and refunds to the host (Chase 

Paymentech) after the close of business. 

There are two settlement options: 

1 - Manual Settlement 

If your terminal is set to manually settle, select Settle from the 

main menu and follow the prompts displayed. 

Settling 

the Batch 

Your transactions must 

be “settled” daily. Read 

this section to ensure 

the settlement process 

operates smoothly. 

2 - Auto Settlement 

If your terminal is set to automatically settle, it will 

automatically settle transactions in the current batch at a specific, 

predetermined time, within a 24-hour period. When configured, 

auto settlement begins any time after the set time occurs if 

there are transactions in the batch. 

For example, if auto settlement time is set to 22:30:00 (10:30 p.m.) 

then auto settlement occurs any time after 22:30:00. If the 

terminal is turned off before the set time, and turned on again 

(usually the next morning), auto settlement occurs at that time.

Prompt 

Q&A 

While navigating 

through transactions, 

you’ll find that some 

prompts aren’t as clear 

as others. This section 

clarifies those prompts. 

Prompt 

Select Merchant 

Merch 1 

Merch 2 

Merch 3 

[CARDTYPE] [Transaction] 

Take Imprint of Card 

VERIFICATION CODE 

Not Provided 

Present 

Illegible 


CXXX from Card 

Description/Action 

For multimerchant terminals, press 

the hot key to the left of the desired 

merchant. 

Imprint the card using a manual 

imprint machine and press [ENTER]. 

Press the hot key to the left of the 

appropriate option. 

Press [ENTER] or scroll down to 

select Not Present. 

Press [CANCEL] to return to the 

main menu. 

Key the Card Verification Code from 

the card and press [ENTER]. 


Duplicate Trans 

Add 


Enter Approval Code 

Press [ENTER] if the duplicate 

transaction should be processed. 

Press [CLEAR] if the duplicate 

transaction should be cancelled. 

Key in the approval code and press 

[ENTER]. 

Note: Terminal will only accept an 

approval code of six characters. 

Note: For alpha characters, use the 

[#] key on most devices. Use the 

[SHIFT] key on 35-key T4100 

devices.

Code Description VISA MC AMEX Disc. 

X 

Y 

A 

W 

Z 

N 

U 

Match - Address and 9-digit 

ZIP code 

Match - Address and ZIP code 

(for Discover, address only 

matches) 

Partial - Address matches, ZIP 

code does not (for Discover, 

both address and ZIP match) 

Partial - 9-digit ZIP code 

matches, address does not (for 

Discover, no data from issuer) 

Partial - ZIP code matches, 

address does not 

No match - Neither address nor 

ZIP code match 

Unavailable - AVS system 

unavailable or issuer does not 

support AVS 

 

 

 

 

 

 

 

AVS Response 

Codes 

The Address Verification 

System (AVS) is a 

feature that adds fraud 

protection on card-notpresent 

transactions. 

The numeric portion of 

the customer’s street 

address and the ZIP 

code are compared 

against the information 

on file with the cardissuing 

bank. 

Use this chart to 

interpret domestic AVS 

Response Codes by card 

type. 

R 

S 

Retry - Issuer’s system 

unavailable or timed out 

Not supported - AVS not 

supported by issuer at this time

Common 

Error 

Codes 

In the event that 

your terminal displays 

an error, refer to these 

error codes to 

troubleshoot your 

terminal. 

If the code you are 

experiencing is not 

shown, retry the 

transaction, or if 

possible, manually enter 

the account number. 

Error Code Description Action 

Error 

No Batch 

Totals 

Invalid Card 

Please Try 

Again - CE 

Expired Card 

Cannot perform 

requested function - 

batch is empty 

The four digits keyed do 

not match the account 

number from the card’s 

magnetic stripe. 

Communications error. 

The card’s expiration 

date has passed. 

No action. 

Re-key the last four 

digits of the card 

number. If the problem 

persists, ask for 

another form of 

payment, as the card 

may be fraudulent. 

Check the line or 

network, then retry 

the transaction. 

Retry. If error persists, 

ask for another form 

of payment. 

If the error persists, 

contact your Help Desk 

for support. 

Settlement 

Required 

The terminal has 

reached batch 

transaction capacity. 

Perform Batch 

Settlement. 

Paper Out 

The terminal is out of 

paper. 

Reload paper. 

Unsupported 

Card 

The terminal is not 

configured for the card 

type. 

Request an alternate 

form of payment. 

10

For 24/7 technical support, call 1.800.889.1105. 

POS-0499 03/09 

©2009, Chase Paymentech Solutions, LLC. All rights reserved.

Hypercom Optimum - Chase Paymentech

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