key.
To set up your terminal software quickly and start processing transactions, simply respond to the prompts on screen. If you need help, follow these step-by-step instructions.
1. At the "Welcome! Let’s get you payment ready" screen, tap OK.
The terminal displays the message "Please wait while your device syncs with Moneris".
§ If the "Please make sure your device is connected to the Internet" message appears, the terminal is not able to connect to the Internet. Make sure the your terminal is connected to your network by Ethernet cable. If needed, refer to the Moneris Ethernet Readiness Checklist available at moneris.com/support-desk5000 to make sure your terminal is ready for Internet communication.
2. Wait while the terminal connects to Moneris to obtain your account settings.
The terminal displays the message "Congratulations, you’re now payment ready!"
§ If the "We're unable to connect" message appears, the terminal is unable to connect to Moneris. Refer to Connection setup below.
3. Go to Securing your terminal to set up a high security user ID and password for your terminal.
The terminal is unable to connect to Moneris and requires information about your network to establish the connection settings. If you are not sure how your network is set up, contact your network administrator.
Note:
When entering IP addresses, use the terminal's keypad. To enter a period,
press the punctuation key.
1. Tap the Select IP Address Type field and select the type of IP addressing used by your network.
§ If you selected Dynamic IP, the screen shows the Automatic DNS setting with the toggle set to ON. Go to step 2.
§ If you selected Static IP, the screen shows the fields required for static IP. Go to step 3.
2. Review the Automatic DNS setting.
§ If your network uses automatic DNS, tap OK to accept the setting and continue. Go to step 4.
§ If your network does not use automatic DNS, tap the toggle to change it to the OFF position, then tap OK.
i. Tap the Primary DNS field and enter the IP address of your primary DNS server.
ii. Tap the Secondary DNS field and enter the IP address of your secondary DNS server.
iii. Tap OK at the bottom of the screen then go to step 4.
3. At the static IP setup screen, tap each field and enter the requested IP address, then tap OK.
Note: The automatic DNS toggle (set to off) is shown for information only and cannot be changed at this screen.
4. The terminal displays: Please wait while your device syncs with Moneris.
5. Go to Secure your terminal below.
A high security user ID and passcode are required to protect the terminal. Use this user ID/passcode to perform protected transactions and to set up other users/clerks on the terminal.
Note: If you are setting up a replacement terminal and your previous terminal was also a Moneris Core terminal, the user ID/passcode setup prompt will not appear. Moneris will download the high security user ID/passcode you created when setting up your first terminal.
1. At the Let's secure this device screen, tap the User ID field and enter a user ID consisting of 1 to 4 digits, then tap OK.
2. Tap the Passcode field and enter a passcode consisting of 4 to 10 digits, then tap OK.
§ You cannot use 3 or more consecutive numbers such as 12387 or 654968,
§ You cannot use 3 or more repeating numbers such as 9996 or 811114.
3. Tap the Personal Identifier field and enter a name, then tap OK.
§ This field is optional.
§ It can be letters or numbers.
§ It could be your name or employee number, or other descriptor such as Manager or Supervisor.
4. Tap OK at the bottom of the screen to submit the information you entered.
The terminal displays "Congratulations, you're payment ready!"
5. Go to Edit your settings below to review the most common settings on your terminal to ensure they match the needs of your business.
The Quick Setup menu appears after you tap 1 Edit your Settings or you press 1 on the keypad.
1. Tap each menu item to view the settings. You can edit them, if needed.
Use this screen to turn tip entry on or off. Once tipping is on, you can set the options that your customers will see when leaving a tip. |
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| Use this screen to enable multi-terminal support, such as multi-terminal batch close and multi-terminal reports. | |
Use this screen to turn clerk IDs on or off. Once clerk IDs are on, you can create new clerk IDs and display clerk IDs. |
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Use this screen to:
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2. When finished reviewing or editing your settings, tap Next.
The "Congratulations, you're payment ready!" message appears.
3. Tap OK.
4. Go to the next section below: Enroll in Merchant Direct.
Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day reports. To sign up for Merchant Direct, follow these steps.
Note: If you have already enrolled for Merchant Direct, you do not have to enroll again.
1. Go to Moneris.com
2. In the top, right area of the screen, click Login and select Merchant Direct.
3. Click Online Enrolment.
4. Fill in the fields in the online form to complete your enrolment.
5. Go to the next section below: Choose what to do next.
§ To process a Purchase transaction, refer to Purchase and start at step 2.
§ To process another transaction: From the Main menu, tap Transactions then select the transaction you wish to perform.
§ To change settings: From the Main menu, tap Settings.
§ For an overview of the terminal, refer to Using your terminal .
If you are experiencing problems with setting up communication on your terminal, go to troubleshooting your communication setup .