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Moneris Mobile 8300 Manual

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Download this manual See also: Operating Manual
Loyalty Programs
Using Your Terminal
for Loyalty and
Tracking Programs
Mobile 8300
For Moneris
®

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Summary of Contents for Moneris Mobile 8300

  • Page 1 Loyalty Programs Using Your Terminal for Loyalty and Tracking Programs Mobile 8300 For Moneris ®...

  • Page 2: Table Of Contents

    Pro Loyalty transactions ..........12 Tracking transactions ............17 Receipts ................21 Need help? Reporting ................23 End-of-day process ............25 Call 1-866-319-7450 Troubleshooting ..............26 24 hours a day, 7 days a week Record your Moneris merchant number here: __________________________________________...

  • Page 3: Loyalty Programs

    Loyalty programs Loyalty card entry options There are four types of loyalty programs: Basic Loyalty, There are two ways to perform transactions with a loyalty Enhanced Loyalty, Pro Loyalty and Tracking. Loyalty card using the terminal: program functions and user instructions will vary depending on the loyalty program package to which you Swipe are subscribed.

  • Page 4: Administrative Transactions

    If the “Password:” prompt appears, key in the h. Return to step 3. manager password and press the green OK key. The terminal communicates with the Moneris host The “Swipe or Enter Card:” prompt appears. and “000 Approved” appears after the initialization is 3.
  • Page 5 Terminal guide for instructions on processing 4. Press the green OK key. a gift card Purchase. Visit The “Activate/Load another card?” prompt appears. moneris.com/guides to download a free copy of the guide. • To activate another loyalty card, select Yes. Repeat •...
  • Page 6 3. Swipe the loyalty card or key in the card number and If a prompt appears for additional data (e.g. “Bonus press the green OK key. Code” or “Reference Code”): If “Clerk ID:” appears, key in the Clerk ID and press the •...

  • Page 7: Basic Loyalty Transactions

    Basic Loyalty transactions Awarding points Processing a loyalty Pre-authorization The Pre-authorization transaction does not award points Follow the steps below to award points to a loyalty card on approval, but rather “pre-allocates” points that will be when the cardholder makes a Purchase by credit card, awarded on the Pre-authorization Completion.
  • Page 8 2. On the Gift & Loyalty transactions menu, select Pre 4. On the Pre Auth menu, select Completion. Auth. The “Ernex Ref Number:” prompt appears. 3. On the Pre Auth menu, select Del Pre Auth. 5. Key in the loyalty reference number (located on the The “Retrieve By”...
  • Page 9 Redeeming points automatically 6. Key in the loyalty reference number printed on the loyalty Purchase receipt and press the green OK key. If your loyalty program has been set up for Automatic If the “Invoice Number:” prompt, appears, key in the Redemption, points are automatically redeemed when a Invoice Number and press the green OK key.

  • Page 10: Enhanced Loyalty Transactions

    Enhanced Loyalty transactions 7. Press the green OK key to print the Customer copy of the receipt. Awarding points 8. Tear the receipt and press the green OK key to print the Merchant copy of the receipt and return to the Follow the steps below to award points to a loyalty card Gift &...
  • Page 11 If the “Bonus Code” prompt appears: To locate another pre-authorization to delete, • select Next. Once the desired transaction is Key in the appropriate bonus code and press the displayed, select Yes to delete it. Proceed to green OK key to award bonus points. step 5.
  • Page 12 • redeem points for only one Reward and print only one To scroll to a different transaction, select Next or Reward Coupon. Prev. Once you locate the transaction, select Yes. In the above example, the remaining coupons will be The “New Amount:” prompt appears. Proceed to generated in increments of the Reward Threshold Level step 7.
  • Page 13 IMPORTANT: 4. Key in the total dollar amount of the refund for which A Void must be performed in the same batch points are to be deducted following the guidelines and for the same amount as the original transaction. To below then press the green OK key.

  • Page 14: Pro Loyalty Transactions

    Pro Loyalty transactions Awarding points 9. Press the * (asterisk) key to return to the applications menu. Follow the steps below to award points to a loyalty card when the cardholder makes a Purchase by credit card, Loyalty Pre-authorizations debit card, or cash; or with an Advice. 1.
  • Page 15 • To delete the displayed transaction, select Yes. Key in the dollar amount for which points are to Proceed to step 5. be awarded and press the green OK key. Consult To cancel the operation and return to the Pre your manager if you are unsure of what to enter.
  • Page 16 • In the above example, the remaining coupons will be For a different amount than the displayed value, generated in increments of the Reward Threshold Level key in a new amount and press the green OK key. during subsequent transactions with the same card. •...
  • Page 17 If the “Clerk ID:” prompt appears, key in the Clerk ID Purchase. Visit moneris.com/guides and press the green OK key. download a free copy of the guide. If a prompt appears for additional data (e.g. “Bonus •...
  • Page 18 4. Key in the total dollar amount of the transaction, 8. Tear the receipt and press the green OK key to print including tax and tip, key in the dollar amount the Merchant copy of the receipt and return to the printed on the Amount line of the loyalty Purchase Gift &...

  • Page 19: Tracking Transactions

    Tracking transactions Awarding points Pre-authorizations Follow the steps below to award points to a Tracking Process a Pre-authorization to pre-allocate points if you loyalty card when the cardholder makes a Purchase by know that you will NOT have the card available later for credit card, debit card, or cash;...
  • Page 20 • To cancel the operation and return to the Pre Key in the appropriate information and press the Auth menu, select No. green OK key. Consult your manager if you are To locate another pre-authorization to delete, unsure of what to enter. select Next.
  • Page 21 • 1. Process the Refund on your terminal. To cancel the operation and return to the previous 2. On the applications menu, select GIFT & LOYALTY. step, select No. Repeat step 5. 3. On the Gift & Loyalty transactions menu, select 7.
  • Page 22 Note: 6. Key in the loyalty reference number printed on the A Void automatically reverses any bonus points Purchase receipt and press the green OK key. awarded or removed in the original transaction. “000 Approved” appears. 7. Press the green OK key to print the Customer copy of the receipt.

  • Page 23: Receipts

    Receipts Reprinting a receipt This function prints a duplicate Customer copy of a loyalty card transaction receipt. 1. On the applications menu, select GIFT & LOYALTY. 2. On the Gift & Loyalty transactions menu, press the Reprint key (second purple key from the right). The Reprints menu appears.
  • Page 24 Receipt – Basic Loyalty program Receipt – Enhanced Loyalty/Pro Loyalty program...

  • Page 25: Reporting

    Reporting Receipt – Tracking Loyalty program Transaction Inquiry This report lists details of loyalty transactions in the open batch by card type, card number, amount and date. You can choose to view or print results. 1. On the applications menu, select GIFT & LOYALTY. 2.
  • Page 26 9. Press the red CANC ANNUL key to return to the Gift & To include another clerk’s or group’s sub- Loyalty transactions menu. totals in the report, select Yes and key in the 10. Press the * (asterisk) key to return to the applications appropriate ID as above.

  • Page 27: End-Of-Day Process

    OK key. menu. Important: If “Balanced – NO” is printed at the bottom of Simply press the green OK key to include all the report, contact the Moneris Merchant Service Centre dates. the next day for reconciliation assistance. Note : Only the current batch is stored in memory and available for reporting.

  • Page 28: Troubleshooting

    FAILED initialization with the Moneris host. table’s Solution column. If the problem is still not resolved, Press the green OK key to return to call the Moneris Merchant Service Centre toll-free at 1- the Gift & Loyalty transactions 866-319-7450. menu.
  • Page 29 “NO TOTALS A Batch Close has been sent to the TRANSACTION No loyalty transaction matching the AVAILABLE” Moneris host, but there are no NOT FOUND reference number you entered could appears and is transaction totals at the host. be found in terminal memory.
  • Page 30 Problem Solution Problems with or Contact the Loyalty Program questions about the Provider. Tracking program and/or Tracking cards. “Tracking Points You have used a Tracking Earned”, “Lifetime loyalty card for the Balance”, “Current transaction. Those values do Balance” and/or not print on a Tracking “Bonus Points”...
  • Page 31 Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any...

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