Moneris Core Wireless Move/5000 User manual

(Oct 2019)
Moneris Core® Wireless
Move/5000
Using Your Terminal

Need help?
Web: moneris.com/support-move5000
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:
____________________________________

Moneris Core® Move/5000: Using Your Terminal 1
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 .........................................................................................................................................................8
Security prompts ................................................................................................................................................9
Locking the screen............................................................................................................................................10
Wireless communication ..........................................................................................................................11
Network status indicator..................................................................................................................................11
Signal strength indicator...................................................................................................................................11
Battery use...............................................................................................................................................12
Helpful hints .....................................................................................................................................................12
Battery status indicators...................................................................................................................................12
Stand-by mode .................................................................................................................................................12
Power on...........................................................................................................................................................12
Power off ..........................................................................................................................................................13
Card entry options....................................................................................................................................14
Insert: Chip cards..............................................................................................................................................14
Wave/Tap: Contactless cards ...........................................................................................................................14
Swipe: Magnetic stripe cards ...........................................................................................................................14
Transactions.............................................................................................................................................15
Transaction guidelines......................................................................................................................................15
Processing purchase transactions when your Internet connection is down....................................................16
Notification before performing a SAF purchase transaction ........................................................................................16
Purchase - debit/credit.....................................................................................................................................17
Partially approved Purchase.............................................................................................................................17
Balance inquiry on pre-paid credit cards..........................................................................................................18
Refund - debit/credit........................................................................................................................................19
Void...................................................................................................................................................................20
Pre-authorization..............................................................................................................................................21
Completion .......................................................................................................................................................22
Merchant prompts ...........................................................................................................................................23
Purchase and pre-authorization ...................................................................................................................................23
Refund ..........................................................................................................................................................................24
Void...............................................................................................................................................................................24
Customer prompts............................................................................................................................................25
Purchase and Pre-authorization ...................................................................................................................................25
Refund ..........................................................................................................................................................................27

Moneris Core® Move/5000: Using Your Terminal 2
Void...............................................................................................................................................................................28
Receipts ...................................................................................................................................................29
Processing receipts from a transaction ............................................................................................................29
Customer copy..............................................................................................................................................................29
Merchant copy..............................................................................................................................................................29
Reprinting receipts ...........................................................................................................................................30
Reprint both customer and merchant receipt for the last transaction ........................................................................30
Reprint both customer and merchant receipt for a previous transaction ...................................................................30
Receipt examples..............................................................................................................................................31
Original receipt .............................................................................................................................................................31
Partial approval receipt ................................................................................................................................................32
Signing a credit card receipt .........................................................................................................................................32
Card masking ....................................................................................................................................................32
Reports ....................................................................................................................................................33
Merchant Direct reporting ...............................................................................................................................33
Transaction reports ..........................................................................................................................................33
Clerk totals report.........................................................................................................................................................33
Terminal totals report...................................................................................................................................................34
Transaction Details report ............................................................................................................................................34
Pre-Authorization report ..............................................................................................................................................35
Tip totals report ............................................................................................................................................................35
Settings reports ................................................................................................................................................36
Basic terminal report ....................................................................................................................................................36
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 3
Setting up your terminal
To do this:
Refer to:
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
including Wi-Fi communications.
Note: No setup is required for
cellular (4G) communication.
The Moneris Core® Move/5000 Set up Your Software guide available
at moneris.com/support-move5000.

Moneris Core® Move/5000: Using Your Terminal 4
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. Respond to the prompts to complete the
transaction.

Moneris Core® Move/5000: Using Your Terminal 5
Terminal keys and hardware
Label
Terminal key or hardware
Function
1
Menu key
Go to the Main menu.
2
Red key
Cancel a transaction or function.
(Same as tapping the Cancel button on the
display screen)
3
Yellow key
Delete one or more characters in a data field.
(Same as tapping the Delete button on the
display screen)
4
Green key
Accept or submit data.
(Same as tapping the OK button on the
display screen)
5
Paper feed key
Advance the receipt paper.
6
Printer
Print receipts and reports.
7
Keypad
Enter numerical data.
To enter a period or other punctuation, use
the punctuation key.
8
Magnetic stripe reader
Read card information when a card is swiped.
9
Chip reader
Read card information when a chip card is
inserted.
10
Display screen
Display information.
11
Contactless reader (internal)
Read card information when a card is tapped.

Moneris Core® Move/5000: Using Your Terminal 6
On-screen buttons
The screen of your terminal 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.
Note: You can also touch the key on the terminal keypad to perform
the same action.
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.
Go back to the previous screen/menu.
Help icon
To view the website address of the Moneris support page for your terminal.
Navigating the terminal
Touch screen interaction
Your Moneris terminal features a color touch screen.
To access a function displayed on screen (for example, a button, a menu, a field), simply use your finger to
tap the item on the screen, or if a number is displayed beside the button text (for example, )
press that number on the terminal keypad.
To view content (for example, a menu or report) that extends past the bottom of the screen, swipe up.
Swipe down to go back to the top of the screen.
The Main menu includes two screens. Swipe left to view screen 2. Swipe right to go back to screen 1.

Moneris Core® Move/5000: Using Your Terminal 7
Start up
When the terminal starts up (after your initial setup), it will go directly to the Purchase screen. However, there
may be one or more security prompts (refer to page 9) that appear before you see the Purchase screen.
Getting to the Main menu
You can access all of the terminal functions from the Main menu. To get to the Main menu, use one of these
methods:
Tap the Main Menu icon on the screen (if it is available).
Press the Menu key on the keypad.
Main menu screen 1
Swipe left to view screen 2.
Main menu screen 2
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 8
Main menu
To navigate to the Main menu, refer to Getting to the Main menu on page 7.
Menu item
Use this menu to:
Reprint
Reprint the last receipt or another receipt. Go to Reprinting receipts on page
30.
Screen Lock
Lock the screen using a temporary lock code. Go to Locking the screen on
page 10.
End of Day
Close your batch and print batch reports. Go to End of day process on page
37.
Quick Setup
Launch the Quick Setup procedure to set up the most common settings on
your terminal. Go to “Edit your settings using the Quick Setup menu” in the
Move/5000 Setting up Your Software guide available at
moneris.com/support-move5000.
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. For more information, go to the Move/5000 Online Operating Manual
available at moneris.com/support-move5000.
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. For
more information, go to the Move/5000 Online Operating Manual available
at moneris.com/support-move5000.
Note: If this function is off, the icon will not appear on the main menu.
Language
Set the language of the terminal to French or English. Tap the icon, select a
language, and tap Save.
Power Off
Tap this icon to power off the terminal. See Power off on page 13 for more
information.
Transactions
Display the Transactions menu. Go to the Transactions section on pages 15-28
for transaction guidelines and instructions for each procedure.
Reports
Display the Reports menu to run reports on transactions or on settings. Go to
Reports on page 33.
Settings
Display the Settings menu. For information and instructions for all settings, go
to the Move/5000 Online Operating Manual available at
moneris.com/support-move5000.

Moneris Core® Move/5000: Using Your Terminal 9
Security prompts
You may see various security prompts before you are able to process transactions and access functions. Some
examples include the screen saver (idle screen), the temporary lockcode prompt, the user ID/passcode prompt,
and the Clerk ID prompt.
Review the table below on how to respond to each prompt.
Screen image
Prompt
Action
Screen saver
showing the date
and time (idle
screen)
The application has timed out.
Tap the screen or press any key to continue.
Enter Temporary
Lock code
This screen appears if you locked the terminal using a
temporary lock code.
To unlock, enter your temporary lock code.
You can also tap Use a User ID and Passcode instead. See
below.
Please enter your
User ID and
Passcode
To use protected menus and transactions, you must identify
yourself by user ID and passcode.
1. Tap the User ID field and enter your user ID.
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 10
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.
To lock the screen:
1. Think of a lock code you will remember (using 4 to 10 digits).
You cannot use 3 or more consecutive numbers (such as 1236) or 3 or more repeating numbers (such as
11125).
2. On the Main menu, tap Screen Lock.
The “Please enter a temporary lock code for this device”prompt appears.
3. Enter the lock code you determined in step 1, then tap OK.
The screen is locked.
To unlock the screen:
enter the same lock code you used to lock the screen, or
enter your user ID and passcode.

Moneris Core® Move/5000: Using Your Terminal 11
Wireless communication
There are 2 variations of the Moneris Core® Move/5000 terminal: one variation supports dual communication
(both 4G cellular and Wi-Fi®), the other supports Wi-Fi communication only.
Terminals with dual communication -- both 4G and Wi-Fi
The terminal uses long-range cellular communication (4G or 3G) to send and receive information to and from
the Moneris host. The terminal communicates via 4G by default for faster communication, and uses 3G as a
fallback where 4G is not available. If you set up a Wi-Fi network, the terminal will switch to Wi-Fi when the
Wi-Fi signal is stronger. To setup a Wi-Fi network, refer to Setting up your terminal on page 3.
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.
Network status indicator
Icons on the
status bar
Description
4G
The terminal is currently connected to and using the authorized carrier's 4G wireless network.
3G
The terminal is currently connected to and using the authorized carrier's 3G wireless network
(as fallback).
Wi-Fi
The terminal is currently connected to and using your local Wi-Fi network.
To test 4G/3G wireless communication:
1. While the terminal is powered on, confirm that the 4G/3G status icons listed above are displayed.
2. Confirm that there is sufficient signal strength (see the Signal strength indicator table below).
Signal strength indicator
Icon
Description
5 bars: Terminal is receiving a very strong signal from the network and can process transactions.
4 bars: Terminal is receiving a strong signal from the network and can process transactions.
3 bars: Terminal is receiving a good signal from the network and can process transactions.
2 bars: Terminal is receiving a signal from the network and can process transactions but may take
longer to complete them.
1 bar: The terminal is receiving a weak signal and may not be able to process transactions and/or
print receipts.
0 bars: The terminal is not receiving any signal and CANNOT process transactions.

Moneris Core® Move/5000: Using Your Terminal 12
Battery use
To maintain battery charge, use any method below:
Direct-to-terminal charge cable: Connect this cable to the power port on the side of the terminal and plug
the other end into a working power outlet.
Charge base: Dock the terminal on the optional charging base.
If needed, refer to the Move/5000 Setting up Your Hardware guide at moneris.com/support-move5000.
Helpful hints
Check the battery charge level (see icons below) before use.
Power off the terminal when not in use or being charged.
Battery status indicators
The battery icon displays in the status bar. The icon reflects the battery charge status/charge level.
Terminal connected to external power source
The "lightning bolt" portion of the battery icon appears when the
terminal is connected to an external power source.
Battery charge level
The coloured bars blink (one level at a time) when the battery is charging.
100%
charge
or less
75%
charge
or less
50%
charge
or less
25%
charge
or less
0%
charge
25% charge or less: Recharge the battery as soon as possible. The terminal may power off. Data will not be lost if
this happens.
0% charge: The terminal will power off unless connected to a power source. Data will not be lost if the
terminal powers off.
Stand-by mode
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 13
Power off
1. Ensure that the terminal is not connected to a power source.
2. Go to the Main Menu using one of these methods:
Tap the Main Menu icon on the screen (if it is available).
Press the Menu key on the keypad.
1. On the Main Menu, tap Power Off.
The “This will power off this terminal.” message appears.
2. Tap OK or press the green key.
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 14
Card entry options
Insert: Chip cards
1. The screen displays “Tap, insert, or swipe”.
2. The customer inserts the card into the terminal’s chip reader.
Note: Unless the device prompts otherwise, do not swipe a chip card
even if the card has a magnetic stripe.
3. The customer may be prompted to key in a PIN.
4. The chip card must remain inserted until the screen displays “Please
remove your card”.
Wave/Tap: Contactless cards
1. The screen displays “Tap, insert, or swipe”.
2. The customer taps their card over the embedded contactless
reader which is located behind the display screen.
Note: The card must be tapped or waved by itself (the
customer cannot leave the card in their wallet and wave it over
the contactless reader).
Note: If the customer is using a mobile device, they may be
directed to enter a passcode on their smartphone or tablet.
3. Note the following:
Your merchant account must be configured for contactless functionality.
Only Purchases, Refunds, and Balance Inquiries can be processed using a contactless card.
The transaction amount must be equal to or less than the contactless transaction limit set for
the card. If the amount is greater than the contactless limit for the card, when the customer
taps their card, the terminal displays “Limit exceeded” followed by “Insert or swipe”. To
complete the transaction for the same amount, the customer inserts or swipes their card.
Swipe: Magnetic stripe cards
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 15
Transactions
Transaction guidelines
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. Also, if the signal strength is 2 bars or below, the transaction may
be processed slowly, or the terminal may not be able to process the transaction. Refer to the connection
error messages section on page 39.
2. Determine which transaction you want to process (for example, Purchase, Refund, Void, Pre-authorization,
Completion, among others).
3. Start the transaction on the terminal and follow the prompts. For instructions, refer to pages 17-22.
If prompted, pass the terminal to your customer so they can respond to the customer prompts (refer to
page 25).
If card entry is required to complete the transaction, the customer enters their card using tap, insert, or
swipe.
The merchant prompts and the customer prompts may vary depending on:
the transaction type (for example, Purchase or Refund)
the payment type (for example, credit or debit)
the method of card entry (for example, insert, swipe, or tap)
any features you have turned on (for example, tipping or cashback)
4. Process any printed receipts (refer to page 29).

Moneris Core® Move/5000: Using Your Terminal 16
Processing purchase transactions when your Internet connection is
down
If your Internet connection is down, you can still process some credit card purchase transactions on your
terminal using an optional feature called 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.
To request Store and Forward, contact Moneris in order to understand the risks and restrictions around this
feature. Carefully review the statement below before requesting and using SAF.
Notification before performing a SAF purchase transaction
The steps for performing a SAF purchase are the same as a regular credit purchase, with two additional steps.
The terminal will prompt you before performing a SAF transaction. At the prompt, you can cancel the
transaction or proceed. Before deciding to proceed with performing the SAF transaction, Moneris advises you to
exercise caution in considering the customer’s credit card, the customer’s behavior, and the transaction amount,
among other factors in order to identify and minimize potential fraud. If you decide to proceed, you must enter
your user ID and passcode each time you perform a SAF purchase.
To view the terminal prompt associated with the SAF feature, go to Merchant prompts (“Your terminal is
currently offline! You can…”) on page 23.
Please note that Store and Forward is an optional feature which will allow you to process
transactions which are not authorized by the issuing bank at the time you submit the transaction
for acceptance by the bank. For that reason, SAF carries increased risks and if you enable the
feature you will be agreeing to assume these risks, including that you may not receive settlement
funds for some of these transactions because the cards may not have sufficient funds available,
the cards may be blocked, stolen or fraudulently used, the stored transactions data on the
terminals may be lost or damaged, you may exceed the capacity of the terminals to store
transactions, etc. Additionally, many safety features cannot be used for such transactions and this
increases the risk of chargebacks with limited or no remedies available for the merchant, even if
chip and PIN are used. You should only use store and forward if you are prepared to assume these
risks and you are allowed to do so by the Card Brand Rules and Regulations. It is your responsibility
to monitor how your terminals are used and you are fully liable for all transactions processed using
store and forward.

Moneris Core® Move/5000: Using Your Terminal 17
Purchase - debit/credit
Follow these steps to process a Purchase transaction when the customer pays with a debit or credit card.
1. Start at the Purchase - Enter amount screen. This is the terminal's default screen.
Respond to any security prompts (refer to page 9) that appear.
If your terminal is at a different screen, go to the Main menu, tap Transactions, then tap Purchase.
2. Key in the amount of the purchase and tap OK.
Respond to any merchant prompts (refer to page 23) that appear. The terminal may ask for an invoice
number and other information.
3. When prompted, pass the terminal to your customer so they can respond to the customer prompts.
If tip entry is turned on, the customer enters a tip (or no tip).
The “Tap, insert or swipe”prompt appears, showing the final total and the cards you accept.
4. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or
swipe it.
The customer responds to any additional customer prompts, including prompts related to cashback,
foreign exchange, and PIN entry among others (refer to page 25).
The “Processing your request”message appears.
5. Once the transaction is approved, the “How would you like your receipt?”prompt appears, showing the
customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
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.
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. When “Transaction Approved”appears, tap OK.
9. Process any printed receipts (refer to page 29).
Note: A customer signature is always required for UnionPay® transactions, so the merchant copy of the receipt
is always printed. Ask the customer to sign the merchant copy of the receipt.
Partially approved Purchase
A Partial Approval of a purchase transaction occurs when the customer pays for a purchase with a pre-paid
credit card but the value on the pre-paid card is less than the purchase amount.
Pre-paid cards include:
A credit card (such as Visa® or Mastercard®) loaded with a specific value.
A gift card from a specific store.
When presented with a pre-paid card:

Moneris Core® Move/5000: Using Your Terminal 18
1. Follow the Purchase transaction (refer to page 17).
IMPORTANT! Process any pre-paid cards first -- the customer may have more than one.
2. The terminal approves the partial amount tendered on the pre-paid card, then displays to the customer and
to the merchant the amount still owing. For example:
Amount approved $10.00
Amount due $20.50
3. Tap OK to accept the partial approval.
The amount due can be paid by another tender type, e.g. another pre-paid card, a credit card, a debit card,
or cash.
4. Follow the merchant prompts on screen for each tender type offered by the customer until the full purchase
amount is paid.
5. Process any printed receipts (refer to page 29).
Balance inquiry on pre-paid credit cards
Use the Balance Inquiry procedure to allow customers to check the balance on a pre-paid credit card.
1. From the Main menu, tap Transactions, then tap Balance Inquiry.
2. As prompted on screen, pass the terminal to your customer so they can respond to the customer prompts.
The “Tap, insert or swipe” screen appears.
3. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe
as described in Card entry options on page 14).
4. The customer responds to any customer prompts, such as PIN entry.
The terminal displays the card balance on the screen.
5. The customer views the balance on screen.
To print the balance, the customer taps Print or presses 1 on the keypad.
Note: Respect the customer's privacy. Do not look at the balance, whether printed or on screen. The
terminal prints only one copy of the receipt, the customer copy.
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.