Processing a Pre-Authorization with Loyalty

Follow the procedure below to allocate Loyalty points to a Loyalty card for a temporary amount when the final amount of a credit card Purchase is not known.

Note: Loyalty points will not be awarded until the transaction is completed.

To process a Pre-authorization with Loyalty:

1. Perform the credit Pre-authorization transaction on the terminal.

2. Press the * (asterisk) key to return to the applications menu.

3. Select GIFT & LOYALTY.
   The GIFT & LOYALTY transactions menu appears.

4. Select Pre Auth.
   The Pre Auth menu appears.

5. Select Pre Auth.
   The "Total Amount:" prompt appears.

6. Key in the pre-authorized amount and press the green OK key. To determine the amount, refer to the Amount : $ line on the Pre Auth receipt.
   The "Accept amount?" prompt appears.

7. Do one of the following:

• Press Yes to accept the pre-authorized amount. Proceed to step 8.
  OR

• Press No. Repeat step 6 and 7 again.

The "Swipe or Enter Card:" prompt appears.

8. Swipe the Loyalty card on the terminal or manually key in the card number and press OK.

• If the "Clerk ID" prompt appears, key in the clerk ID and press the green OK key.

• If prompted, key in the additional transaction information and press the green OK key.

• If the "Benefit Amount" prompt appears, press the green OK key to confirm the amount displayed OR key in the benefit amount to be rewarded and then press the green OK key.

• If the "Bonus Code" prompt appears, enter the appropriate bonus code and press the green OK key. Consult your manager if you are unsure what to enter.

Note: Depending on the Loyalty Program configuration, the benefit amount prompt can differ.

Note: The benefit amount must be equal to or less than the Total Amount value.

• If the "Invoice Number" prompt appears, key in the invoice number and press the green OK key.
  The "Amount Prompt" appears.

9. Press the green OK key.
   The terminal communicates with the Moneris host.
   When the transaction completes, the terminal displays "000 Approved" and the Cardholder copy of the receipt prints.

10. Tear the receipt and press the green OK key.
    The Merchant copy of the receipt prints. The terminal returns to the Loyalty Pre Auth menu.

11. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu.

12. Press the * (asterisk) key to return to the applications menu.