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Related Manuals for Moneris Core Wireless Move/5000
Summary of Contents for Moneris Core Wireless Move/5000
- Page 1 Moneris Core® Wireless Move/5000 Using Your Terminal (Oct 2019)
- Page 2 Need help? moneris.com/support-move5000 Web: Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________...
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Page 3: Table Of Contents
Contents Setting up your terminal ..........................3 Moneris Core® Wireless Move/5000 terminal ..................... 4 Terminal keys and hardware ..........................5 On-screen buttons .............................. 6 Navigating the terminal ............................6 Touch screen interaction ..............................6 Start up ................................... 7 Getting to the Main menu .............................. 7 Main menu ................................. - Page 4 Enhanced report ................................36 End of day process ............................ 37 System close ..............................37 Merchant close ..............................38 Troubleshooting ............................39 Error messages on the Move/5000 terminal ....................39 Equipment issues ..............................41 Other issues ..............................41 Merchant support ............................ 42 Moneris Core® Move/5000: Using Your Terminal...
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Page 5: Setting Up Your Terminal
Set up your terminal hardware The Moneris Core® Move/5000 Setting up Your Hardware guide available at moneris.com/support-move5000. Set up your terminal software The Moneris Core® Move/5000 Set up Your Software guide available including Wi-Fi communications. at moneris.com/support-move5000. Note: No setup is required for cellular (4G) communication. -
Page 6: Moneris Core Wireless Move/5000 Terminal
Moneris Core Wireless Move/5000 terminal Use this wireless, all-in-one terminal and PINpad to process transactions virtually anywhere with cellular coverage and/or Wi-Fi coverage. Both you and your customer will enter information and respond to prompts on the terminal. When directed on screen, pass the terminal to the customer. When the customer has finished, they will pass the terminal back to you as directed on screen. -
Page 7: Terminal Keys And Hardware
Read card information when a card is swiped. Magnetic stripe reader Read card information when a chip card is Chip reader inserted. Display information. Display screen Read card information when a card is tapped. Contactless reader (internal) Moneris Core® Move/5000: Using Your Terminal... -
Page 8: On-Screen Buttons
Note: You can also press the green key on the terminal keypad to perform the same action. Go back to the previous screen/menu. To view the website address of the Moneris support page for your terminal. Help icon Navigating the terminal Touch screen interaction Your Moneris terminal features a color touch screen. -
Page 9: Start Up
Swipe right to return to screen 1. If the “Card Not Present” function is disabled, the icon for “Card Not Present” will not appear on the Main menu. You will see the Language icon instead. Moneris Core® Move/5000: Using Your Terminal... -
Page 10: Main Menu
Move/5000 Setting up Your Software guide available at moneris.com/support-move5000. Display the Software Update menu. You can check for software updates, sync your settings with the Moneris cloud, or sync all functions with the Moneris Software Update host. For more information, go to the Move/5000 Online Operating Manual available at moneris.com/support-move5000. -
Page 11: Security Prompts
2. Tap the Passcode field and enter your passcode. 3. Tap OK. Enter Clerk ID Key in your clerk ID, then tap OK. To set up clerk IDs, refer to the Move/5000 Setting up Your Software guide at moneris.com/support-move5000. Moneris Core® Move/5000: Using Your Terminal... -
Page 12: Locking The Screen
Locking the screen In order to prevent unauthorized use, Moneris recommends locking the terminal screen when: your terminal is unattended, for example, when you are away from the cash register area; your business is closed. Leave the terminal powered on and lock the screen. -
Page 13: Wireless Communication
Terminals with Wi-Fi communication only You must set up a connection to your local Wi-Fi network in order to communicate with Moneris. Refer to Setting up your terminal on page 3. You may disregard any references to 4G in this guide. -
Page 14: Battery Use
The terminal goes to the idle screen when it has not been used for a set time period. To exit this screen, press any key and respond to any security prompts that appear, for example, “Enter your clerk ID”. Power on To power on the terminal, press and hold the green key until the screen illuminates. Moneris Core® Move/5000: Using Your Terminal... -
Page 15: Power Off
The terminal powers off. Note: It is also possible to power off the terminal using a keypad combination. Press and hold down the punctuation key, then press the yellow key. The terminal will power off. Moneris Core® Move/5000: Using Your Terminal... -
Page 16: Card Entry Options
1. The screen displays “Tap, insert, or swipe”. 2. The customer swipes the card on the terminal’s magnetic stripe reader. Note: If the card has a chip, the card must be inserted into the terminal’s chip reader. Moneris Core® Move/5000: Using Your Terminal... -
Page 17: Transactions
To process financial transactions, follow these general guidelines. 1. Make sure you are connected to Moneris. Look for the presence of the 4G/3G icons, and check the signal strength indicator in the status bar at the top of the screen. If the 4G/3G symbol is not present, the terminal will not be able to process the transaction. -
Page 18: Processing Purchase Transactions When Your Internet Connection Is Down
Store and Forward (SAF). Store and Forward processing allows you to continue to accept purchase transactions even when the terminal is unable to connect to the Moneris host. SAF purchases are stored securely on the terminal and are automatically forwarded to Moneris once the host connection is available. -
Page 19: Purchase - Debit/Credit
Note: You can choose which receipt options customers will see (refer to Receipt Settings in the Move/5000 Setting up Your Software guide at moneris.com/support-move5000.) 6. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad. -
Page 20: Balance Inquiry On Pre-Paid Credit Cards
6. After viewing or printing the balance, the customer taps OK to end the balance inquiry. 7. The screen prompts the customer to return the terminal to you. The customer passes the terminal to you. 8. Tap OK to continue. Moneris Core® Move/5000: Using Your Terminal... -
Page 21: Refund - Debit/Credit
10. Process any printed receipts (refer to page 29). Note: A customer signature is always required for UnionPay transactions; therefore the merchant copy of the receipt is always printed. Ask the customer to sign the merchant copy of the receipt. Moneris Core® Move/5000: Using Your Terminal... -
Page 22: Void
The “Transaction Complete/Please pass terminal back to clerk” prompt appears. 7. The customer passes the terminal back to you. Press the green key to continue, if needed. 8. Process any printed receipts (refer to page 29). Moneris Core® Move/5000: Using Your Terminal... -
Page 23: Pre-Authorization
Ask the customer to sign the merchant copy of the receipt. If the customer swiped their card, obtain the customer signature on the merchant copy of the receipt, then tap OK as indicated on screen. Moneris Core® Move/5000: Using Your Terminal... -
Page 24: Completion
To cancel the pre-authorization and release the pre-authorized funds, enter a single zero then tap OK. The “Processing your request” message appears. 6. When “Transaction Approved” appears, tap OK. 7. Process any printed receipts (refer to page 29). Moneris Core® Move/5000: Using Your Terminal... -
Page 25: Merchant Prompts
This prompt appears if your account is set up for store and forward (SAF) currently offline! processing and if your terminal is unable to connect to the Moneris host. For more information, go to Processing transactions when your Internet You can cancel this connection is down on page 16. -
Page 26: Refund
Please pass the Pass the terminal to the customer. The customer will respond to the terminal to your customer prompts then pass the terminal back to you. customer Transaction Approved Tap OK to print any receipts. Moneris Core® Move/5000: Using Your Terminal... -
Page 27: Customer Prompts
The Confirm application screen appears with two options, No and OK. b. The customer responds to the confirmation screen. To proceed with the selected application, the customer taps OK. To return to the list of applications, the customer taps No. Moneris Core® Move/5000: Using Your Terminal... - Page 28 The customer enters their PIN, then taps OK on screen. They can also key in their PIN on the terminal's keypad and then press the green key. Note: Please respect the cardholder’s privacy, and encourage them to protect their PIN. Moneris Core® Move/5000: Using Your Terminal...
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Page 29: Refund
The customer enters their PIN, then taps OK on screen. They can also key in their PIN on the terminal's keypad and then press the green key. Note: Please respect the cardholder’s privacy, and encourage them to protect their PIN. Moneris Core® Move/5000: Using Your Terminal... -
Page 30: Void
Please enter your PIN The customer uses the keypad to enter their PIN, then presses the green key. Please pass terminal back The customer passes the terminal back to you. to clerk Press the green key continue. Moneris Core® Move/5000: Using Your Terminal... -
Page 31: Receipts
1 Email No action required. Moneris does not store the customer's email address. This means the customer will have to enter their email address each time they wish to receive a receipt by email. 2 Text No action required. -
Page 32: Reprinting Receipts
5. Tap the transaction for which you want to print the receipts. The terminal prints the customer copy of the receipt, then pauses (to allow you to tear off the customer copy) before printing the merchant copy. Moneris Core® Move/5000: Using Your Terminal... -
Page 33: Receipt Examples
Refund. Amount. This is the dollar amount of the transaction. Tip. This line appears if you have tipping turned on. Total. This is the total sale amount including any tip. Moneris Core® Move/5000: Using Your Terminal... -
Page 34: Partial Approval Receipt
When printed on receipts, all card numbers are masked except for the last 4 digits. Masking replaces a card’s numbers with asterisks (e.g., ************1234). The expiry date is not printed on any copy of any receipt. These measures help to prevent fraud. Moneris Core® Move/5000: Using Your Terminal... -
Page 35: Reports
To view the Reports menu: From the Main menu, tap Reports, then Transactions or Settings. Merchant Direct reporting In addition to viewing reports on your Moneris terminal, you can also view reports online by logging into Merchant Direct. (For enrolment instructions, refer to the Move/5000 Setting up Your Software guide at moneris.com/support-move5000.) Merchant Direct allows you to view and download transaction reports by... -
Page 36: Terminal Totals Report
Terminal Totals report (refer to page 34). 1. On the Main menu, tap Reports > Transaction Reports > Transaction Details. Respond to any security prompts (refer to page 9) that appear. The Transaction Details search screen appears. Moneris Core® Move/5000: Using Your Terminal... -
Page 37: Pre-Authorization Report
To enter or change the date, tap the date field, key in a new date using the terminal keypad, and tap OK. Tap Entire Batch to see tip totals for all transactions in the current batch. Moneris Core® Move/5000: Using Your Terminal... -
Page 38: Settings Reports
2. View the report and print it if you wish. To print, tap Print or press 1 on the keypad. To clear the screen and go back to the Settings Reports menu, tap OK. Moneris Core® Move/5000: Using Your Terminal... -
Page 39: End Of Day Process
System close If your account is set up for system close, Moneris automatically closes your batch for you at the end of each day. If you would like to verify your totals for the day, follow these instructions. -
Page 40: Merchant Close
Merchant close If you do not wish to have your batch closed automatically each day, contact Moneris Customer Care toll-free at 1-866-319-7450 to discuss merchant close. If your account is set up for merchant close, you must verify transaction totals and close the batch yourself using the terminal. -
Page 41: Troubleshooting
A message will appear on the screen if an error occurs. In the table below, find the error message that appears on the terminal and try the solution. If the error message re-appears, contact Moneris Customer Care toll-free at 1-866-319-7450. - Page 42 Sorry, we're unable to This message appears if you requested a report organized by clerk ID but obtain your Clerk list. the terminal was unable to reach the Moneris host to obtain the clerk information. Please try again at another time.
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Page 43: Equipment Issues
Blank receipts and reports The paper roll is installed backward. The terminal appears to be To re-install the paper roll, refer to “Install the paper roll” in the Moneris printing receipts and reports but Core® Move/5000 Setting up Your Hardware guide at the paper is blank. -
Page 44: Merchant Support
: download additional copies of this guide and other resources consult the Moneris Move/5000 Online Manual in WebHelp format to understand all the options on your terminal and how to use them Visit shop.moneris.com to purchase point-of-sale supplies and receipt paper ... - Page 45 All other marks or registered trade-marks are the property of their respective owners. © 2019 Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This document shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation.
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