Moneris Core Terminals User manual

11/2020
Moneris® Core
Terminals
Gift Card Program
Reference Guide

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Toll-free: 1-866-319-7450
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Moneris® Core Terminals Gift Card Program Reference Guide 1
Contents
Overview ......................................................................................................................2
Gift Card program on the Moneris Core Terminals.......................................................................................3
Setting up your terminal for gift cards ...............................................................................................................3
Gift card entry options................................................................................................................................4
Swipe ..................................................................................................................................................................4
Manual entry ......................................................................................................................................................4
Gift card transactions ...................................................................................................5
Navigating the terminal for gift card transactions........................................................................................6
On-screen buttons..............................................................................................................................................6
Main menu .........................................................................................................................................................7
Getting to the Main menu ..............................................................................................................................................8
Gift card transactions .................................................................................................................................9
Gift card purchase ..............................................................................................................................................9
Partially approved gift card purchase...............................................................................................................10
Gift card pre-authorization...............................................................................................................................10
Gift card refund ................................................................................................................................................10
Gift card void ....................................................................................................................................................11
Customer prompts on the terminal..................................................................................................................12
Receipts ...................................................................................................................................................14
Gift card authorization number........................................................................................................................14
Gift card receipt................................................................................................................................................14
Reprinting a receipt ..........................................................................................................................................15
Administration............................................................................................................16
Administrative transactions......................................................................................................................17
Activating/Reloading a gift card .......................................................................................................................17
Looking up a gift card balance (Balance inquiry)..............................................................................................18
Deactivating a gift card.....................................................................................................................................18
Reporting.................................................................................................................................................19
Masking card numbers on reports ...................................................................................................................19
Gift card transaction inquiry.............................................................................................................................19
Gift card tip totals report..................................................................................................................................19
Transaction details report for gift cards...........................................................................................................20
Host totals report for gift cards........................................................................................................................20
End-of-day process ...................................................................................................................................21
Batch close for gift transactions .......................................................................................................................21
Troubleshooting .......................................................................................................................................23
Other issues ......................................................................................................................................................24
Merchant Support ......................................................................................................25

Moneris® Core Terminals Gift Card Program Reference Guide 2
In this section, we provide an overview of the
Moneris Gift Card Program.
Overview
Overview

Moneris® Core Terminals Gift Card Program Reference Guide 3
Gift Card program on the Moneris Core Terminals
The Moneris Gift Card program allows you to sell stored-value cards for future purchases in your store. Gift
cards can help to boost sales, extend your product line, and build your brand.
Desk/5000
Move/5000
V400c
Setting up your terminal for gift cards
No additional configuration is required to use gift cards on your terminal. Your existing settings will apply to gift
card transactions. For example, if clerk IDs are turned on, you will be asked to enter a clerk ID when performing
a gift card transaction. If tip entry is turned on, your customers will see the tip prompt on gift card Purchases.
For more information about terminal settings, refer to the Reference Guide for your terminal. Visit
moneris.com/support, click User guides, then locate your terminal.

Moneris® Core Terminals Gift Card Program Reference Guide 4
Gift card entry options
There are two ways to enter a gift card on the terminal, or on the optional external PIN pad, if equipped:
Swipe
Note: The V400c terminal and optional external PIN pad feature very similar designs, so the card entry methods
are the same on both.
1. Wait for the “Swipe or enter Gift card” prompt to appear on the terminal display (or on the optional external
PIN pad, if equipped).
2. Swipe the card on the terminal or PIN pad’s magnetic stripe reader.
Swiping a gift card on the Desk/5000 and
the Move/5000 terminals
Swiping a gift card on the V400c terminal (or on the optional
external PIN pad)
Manual entry
You may manually enter the card number only when performing a transaction from the Moneris Gift menu.
1. From the Main menu, tap Transactions, Additional transactions, then tap Moneris Gift.
2. Start a gift card transaction.
3. At the “Swipe or enter Gift card” prompt, key in the card number, then press the green / key.

Moneris® Core Terminals Gift Card Program Reference Guide 5
In this section, we go over everything you need to
know regarding gift card transaction processing on
your terminal.
Gift card transactions
Gift card
transactions

Moneris® Core Terminals Gift Card Program Reference Guide 6
Navigating the terminal for gift card transactions
Review the following navigation information for using the Gift Card program on your Moneris terminal.
Some gift card transactions are integrated into the main Transactions menu. This means you don’t have to
go into the Moneris Gift menu to perform them. Simply begin the transaction as you would for any card. At
the “Swipe or enter Gift card” prompt, the terminal will recognize when a gift card has been swiped by the
customer. The integrated gift transactions include:
Purchase
Refund
Void
Balance Inquiry
All gift card transactions can be performed from the Moneris Gift menu. This menu has additional functions
which are not integrated into the main Transactions menu, such as gift card activation/load and
deactivation. To access the Moneris Gift menu, start at the Main menu, tap Transactions, Additional
transactions, then tap Moneris Gift.
Note: If you wish to manually enter a gift card number, you must start the transaction from the Moneris Gift
menu.
On-screen buttons
The screen of your terminal (or on the optional external PIN pad) is touch sensitive, like a smartphone. You can
move around the application and choose options by touching the appropriate element on screen. Here are the
most common icons and buttons that you should be familiar with.
Screen element Action performed:
Main menu icon
Go to the Main menu.
Cancel a transaction and return to the Purchase screen.
Note: You can also press the red / key on the terminal keypad to perform
the same action.
Delete one or more characters in a data-entry field.
Note: You can also press the yellow / key on the terminal keypad to
perform the same action.
Submit the data shown on-screen. For example, tap OK to indicate the
transaction amount is correct.
Accept/confirm the choice or information displayed on-screen.
Note: You can also press the green / key on the terminal keypad to perform
the same action.

Moneris® Core Terminals Gift Card Program Reference Guide 7
Screen element Action performed:
Go back to the previous screen/menu.
Help icon
To view the website address of the Moneris support page for your terminal.
Main menu
To navigate to the Main menu on the terminal, refer to Getting to the Main menu on page 8.
Menu item Use this menu to:
Reprint
Reprint the last receipt or another receipt.
Screen Lock
Lock the screen using a temporary lock code.
End of Day
Close your batch and print batch reports.
Quick Setup
Launch the Quick Setup procedure to set up your terminal.
Software Update
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 host.
Card Not Present
Turn on or off the ability to process financial transactions when the customer’s
card is not present; for example, email and telephone orders.
Note: If this function is off, the icon will not appear on the main menu.
Language Settings
Set the language of the terminal to French or English.
Transactions
Display the Transactions menu.
Reports
Display the Reports menu to run reports on transactions or on settings.
Settings
Display the Settings menu. When setting up the terminal, you may have set some
settings (such as tip and clerk ID).

Moneris® Core Terminals Gift Card Program Reference Guide 8
Getting to the Main menu
You can access all of the terminal functions from the Main menu. To get to the Main menu on the terminal, use
one of these methods:
tap the Menu icon on the screen (if it is available)
press the Menu key on the keypad (for the Desk/5000 and Move/5000 only)
press the pound key on the keypad (for the V400C only)
Main menu screen 1
Main menu screen 2