Moneris iWL220 Reference Manual
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Moneris iWL220 Reference Manual

Loyalty programs
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Moneris® iWL220
Loyalty Programs Reference Guide
11/17

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  • Page 1 Moneris® iWL220 Loyalty Programs Reference Guide 11/17...
  • Page 2 Need help? Web: moneris.com/support Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...

  • Page 3: Table Of Contents

    Awarding points for a credit or debit card Purchase..................24 Allocating points for a Pre-Authorization ......................25 Awarding points during a Pre-Authorization Completion (Advice) ..............25 Redeeming points automatically ........................27 Redeeming points manually ..........................27 Redeeming dollars manually ..........................28 Moneris® iWL220 Loyalty Programs Reference Guide...
  • Page 4 Closing a batch ..............................51 Troubleshooting ............................52 Other problems ..............................54 Merchant Support ...................... 55 We’re only one click away..........................56 Need us on-site? We’ll be there........................56 Can’t find what you are looking for? ........................56 Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 5: Overview

    Overview Overview In this section, we provide an overview of the Moneris Loyalty Program. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 6: Loyalty Programs

    To navigate through the menus:  Press to scroll down and highlight menu items.  Press to scroll up and highlight menu items.  Press the key to select the highlighted menu items. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 7: Loyalty Card Entry Options

    Manual entry You may manually enter the card number. 1. Wait for the “SWIPE OR ENTER CARD” prompt to appear on the terminal display. 2. Key in the card number and press the key. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 8: Loyalty Transactions

    Loyalty transactions Loyalty transactions In this section, we go over everything you need to know regarding Loyalty transaction processing on the iWL220 terminal. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 9: Basic Loyalty Transactions

    The "Approved" message appears, and the Merchant Copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 10: Allocating Points For A Pre-Authorization

    When the “APPLY TO ##### PRESS OK” prompt appears, confirm the loyalty card number and press the key. The “Approved” message appears, and the Merchant copy of the receipt prints. Press the key to print the Cardholder copy of the receipt. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 11: Redeeming Points Automatically

    The “Approved” message appears, and the Merchant copy of the receipt prints. 7. Press the key to print the Cardholder copy of the receipt. 8. Press the key to return to the ERNEX menu. 9. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 12: Processing A Credit Or Debit Card Refund

    The “Approved” message appears, and the Merchant copy of the receipt prints. Note: If “TRANSACTION NOT FOUND” appears, the loyalty card transaction you are trying to void is not in the open batch. Cancel the void, and perform a Refund instead. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 13: Basic Loyalty Receipt

    A loyalty card transaction’s reference number is printed at the bottom of each receipt (Ref #). You may be prompted to key in this number when transacting loyalty card Refunds, Voids and Pre-Authorization Completions. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 14: Reprinting A Receipt

    3. On the ERNEX menu, select REPRINT and press the key. 4. At the “REPRINT COPY” prompt:  Select MRCHANT to print a Merchant copy.  Select CUSTOMER to print a Cardholder copy. 5. Press the key to return to the READY screen Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 15: Enhanced Loyalty Transactions

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu. 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 16: Awarding Points For A Credit Or Debit Card Purchase

    3. Swipe the loyalty card, or key in the card number and press the key. If "Bonus Code PRESS OK" appears, press the key. At the “ENTER DATA” prompt, follow the instructions below:  Key in the appropriate bonus code and press the key. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 17: Awarding Points During A Pre-Authorization Completion (Advice)

    If the transaction total dollar amount was adjusted during the Pre-Authorization Completion, key in the new dollar amount for which points are to be awarded (excluding tax and gratuity), and press the key. If the transaction dollar amount has not changed, just press the key. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 18: Awarding Bonus Points

    $1 = 1 point, meaning they have earned 600 points), the terminal will redeem points for only one Reward and print only one Reward Coupon. In the above example, the remaining coupons will be generated in increments of the Reward Threshold Level during subsequent transactions with the same card. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 19: Redeeming Points Manually

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 20: Processing A Cash Refund

    The “Approved” message appears, and the Merchant copy of the receipt prints. 7. Press the key to print the Cardholder copy of the receipt. 8. Press the key to return to the ERNEX menu. 9. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 21: Processing A Credit Or Debit Card Refund

    Key in the loyalty reference number printed on the loyalty card Purchase receipt and press the key. The “Approved” message appears, and the Merchant copy of the receipt prints. Press the key to print the Cardholder copy of the receipt. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 22: Voiding A Loyalty Transaction

    Cancel the void, and perform a Refund instead. 7. Press the key to print the Cardholder copy of the receipt. 8. Press the key to return to the ERNEX menu 9. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 23: Enhanced Loyalty Receipt

    "Bonus Code" receipt text/terminal prompt may be different if you have customized it (e.g., could appear as "Reference Code"). Loyalty transaction reference # for current transaction (prints on all transaction receipts). Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 24: Loyalty Reference Number

    3. On the ERNEX menu, select REPRINT and press the key. 4. At the “REPRINT COPY” prompt:  Select MRCHANT to print a Merchant copy.  Select CUSTOMER to print a Cardholder copy. 5. Press the key to return to the READY screen Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 25: Pro Loyalty Transactions

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu. 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 26: Awarding Points For A Credit Or Debit Card Purchase

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 27: Allocating Points For A Pre-Authorization

    The “USE LOYALTY INFO FROM PRE-AUTH?” prompt appears. 2. Select YES. Note: If the credit Pre-Auth was cancelled (i.e. the Advice was processed for a zero dollar amount), the points allocation will be voided. Moneris® iWL220 Loyalty Programs Reference Guide...
  • Page 28 The “Approved” message appears, and the Merchant copy of the receipt prints. 5. Press the key to print the Cardholder copy of the receipt. 6. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 29: Redeeming Points Automatically

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 30: Redeeming Dollars Manually

    If GIFT was selected, the terminal automatically begins a Gift Purchase transaction at the "SWIPE OR ENTER CARD" prompt.  If CASH was selected, go to step 7. 7. Press the key to return to the ERNEX menu. 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 31: Refunding A Cash Purchase

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 32: Processing A Credit Or Debit Card Refund

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 33: Voiding A Loyalty Transaction

    7. Press the key to return to the ERNEX menu 8. Press the key to return to the READY screen. Note: A void automatically reverses any bonus points awarded or removed in the original transaction. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 34: Pro Loyalty Receipt

    Bonus code prompting is enabled, the "Bonus Code" receipt text/terminal prompt may be different if you have customized it (e.g., could appear as "Reference Code"). Loyalty transaction reference # for current transaction (prints on all transaction receipts). Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 35: Loyalty Reference Number

    3. On the ERNEX menu, select REPRINT and press the key. 4. At the “REPRINT COPY” prompt:  Select MRCHANT to print a Merchant copy.  Select CUSTOMER to print a Cardholder copy. 5. Press the key to return to the READY screen Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 36: Tracking Transactions

    The “Approved” message appears, and the Merchant copy of the receipt prints. 6. Press the key to print the Cardholder copy of the receipt. 7. Press the key to return to the ERNEX menu. 8. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 37: Awarding Points For A Credit Or Debit Card Purchase

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 38: Allocating Points For A Pre-Authorization

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 39: Awarding Points During A Pre-Authorization Completion (Advice)

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 40: Refunding A Cash Purchase

    The “Approved” message appears, and the Merchant copy of the receipt prints. 8. Press the key to print the Cardholder copy of the receipt. 9. Press the key to return to the ERNEX menu 10. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 41: Processing A Credit Or Debit Card Refund

    The “Approved” message appears, and the Merchant copy of the receipt prints. 4. Press the key to print the Cardholder copy of the receipt. 5. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 42: Voiding A Loyalty Transaction

    7. Press the key to return to the ERNEX menu 8. Press the key to return to the READY screen. Note: A void automatically reverses any bonus points awarded or removed in the original transaction Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 43: Tracking Receipt

    If Bonus code prompting is enabled, the "Bonus Code" receipt text/ terminal prompt may be different if you have customized it (e.g., could appear as "Reference Code"). Loyalty transaction reference # for current transaction (prints on all transaction receipts). Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 44: Loyalty Reference Number

    3. On the ERNEX menu, select REPRINT and press the key. 4. At the “REPRINT COPY” prompt:  Select MRCHANT to print a Merchant copy.  Select CUSTOMER to print a Cardholder copy. 5. Press the key to return to the READY screen Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 45: Administration

    Administration Administration This section covers administrative transactions, reporting tools, end of day processes, and troubleshooting procedures. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 46: Administrative Transactions

    Terminal ID. Key in the Ernex Terminal ID and press the key. 6. The terminal communicates with the Moneris host, and then the “CLEAR TERMINAL STORAGE?” prompt appears. 7. Select NO to keep records in memory. (This is recommended.) Select YES to clear all loyalty card records (and gift card records) from the terminal memory.
  • Page 47 To determine your program configuration, ask your manager, visit the Merchant Web Portal if available to you, or call Moneris Customer Care. If your cards are not pre-activated, follow the steps below to activate them.

  • Page 48: Looking Up A Card Balance (Card Inquiry)

    Select NO to return to the ERNEX menu. 8. Press the key to return to the READY screen. Note: If the card is deactivated, the points balance is zero. On the printed receipt, the status is “D” to indicate Deactivated. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 49: Deactivating A Card

    The “Approved” message appears, and the Merchant copy of the receipt prints. 5. Press the key to print the Cardholder copy of the receipt. 6. Press the key to return to the ERNEX menu. 7. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 50: Reporting

    Select YES to print batch totals only.  Select NO to print batch totals and transaction details. The report prints and the terminal returns to the ERNEX menu. 7. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 51: Transaction Inquiry

    Scroll up and down through results, and select individual transactions. c. Press the key to display details of the selected transaction. d. When a transaction is displayed, select NEXT to return to the transaction list and select the next transaction. Moneris® iWL220 Loyalty Programs Reference Guide...
  • Page 52 “PRINT OR DISPLAY?” prompt. Press the key again to return to the REPORT FUNCS menu. g. Press the key again to return to the ERNEX menu. 10. Press the key to return to the READY screen. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 53: End-Of-Day Process

    5. Press the key to return to the READY screen. Important: If “Balanced – NO” is printed at the bottom of the report, contact the Moneris Merchant Service Centre the next day for reconciliation assistance. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 54: Troubleshooting

    If the error message reappears and is listed in the table below, follow the instructions in the table’s Solution column. If the problem is still not resolved, call the Moneris Merchant Service Centre toll-free at 1-866-319-7450.
  • Page 55 Points/Amount Re-enter a valid number of points or $ amount. No Totals A Batch Close has been sent to the Moneris host but there are no transaction totals at Available the host. Refund Amount The dollar amount you have entered for a Refund is greater than the amount in the Greater Than original Purchase transaction.

  • Page 56: Other Problems

    To obtain the card balance of a Tracking loyalty card, the cardholder must not printed on transaction contact the Loyalty Program Provider under which the card is enrolled. receipts nor displayed during Card Inquiry. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 57: Merchant Support

    Merchant Support Merchant Support At Moneris, help is always here for you 24/7. Moneris® iWL220 Loyalty Programs Reference Guide...

  • Page 58: We're Only One Click Away

    Visit moneris.com/support  download additional copies of this guide and other resources  consult the Moneris iWL220 WebHelp for detailed information on all of the options available on your terminal and how to enable them  Visit shop.moneris.com to purchase point-of-sale supplies and receipt paper ...
  • Page 59 Solutions Corporation (“Moneris”). This manual is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this manual. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this manual in terms of their correctness, accuracy, reliability or otherwise.

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