Overview

Use this handheld, all-in-one terminal and PINpad to process transactions at the point of sale (POS).

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.

Features

Standard features

These features are available on the Moneris Move/5000 terminal.

• Backlight
• Bilingual displays and receipts
• Chip card processing
• Ethernet communication
• Full color touch screen
• Passcode-based security
• Transactions stored and searchable in terminal memory (until batch is closed)

Optional features

These features can be enabled on your terminal.

• Card not present transactions (mail order/telephone order)
• Cashback on debit cards
• Clerk IDs and subtotals by clerk ID
• Contactless card processing
• Core Restaurant (integration with your restaurant POS application)
• Core Semi-Integrated (integration with your POS application)
• Customizable default screen
• Dynamic Currency Conversion
• Gift card program
• Loyalty card program
• Invoice number prompt
• Key stroke beep
• Multi-terminal support
• Personalized messaging on receipt headers and footers
• Pre-authorizations list (showing open pre-auths)
• Store and Forward processing
• Tip entry
• Tip reporting 

Terminal keys and hardware

Terminal keys and hardware

Using the touchscreen on the terminal

Using the touchscreen on the terminal

The Moneris terminal features a colour touch-sensitive screen (referred to in this document as the "touchscreen"). The terminal reacts when you touch various areas of the screen in the same way it reacts when you press a key on the keypad.

Touchscreen tips

• Use your fingertip or a stylus with a soft plastic tip.
• Do not use sharp or pointed objects (e.g. pens, pencils, golf tees, etc.) to press icons on the touchscreen.
• Keep the touchscreen clean and free of fingerprints by using a dry microfibre cloth to wipe down the touchscreen.
• Do not use liquid cleaning agents, such as glass cleaner, on the touchscreen.

Main Menu

Main Menu

To get to the Main menu, see Navigating the 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 press the corresponding number (if shown) 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.

Default screen

When the terminal starts up (assuming the initial setup has been completed), it will go directly to the Purchase screen as the default screen. However, there may be one or more Security prompts before you see the Purchase screen.

You may also change the default screen to another transaction (for example, Refund or Pre-authorization) or to a menu (for example, the Transactions menu or the Card Not Present menu).

Getting to the Main menu

You can easily 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 To view screen 2, swipe to the left	Main menu - screen 2 To return to screen 1, swipe to the right

On-screen buttons

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 menu key on the physical 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.

Security prompts

Security prompts

You may see various security prompts before you are able to process transactions and access functions. Some examples include the time out screen (or idle screen), the temporary lock code prompt, the user ID/passcode prompt, and the Clerk ID prompt.

Review the table below on how to respond to each prompt.

Idle (time-out) screen

Idle (time-out) screen

The idle screen appears when the terminal has not been used for a minute. The idle screen shows:

• the Moneris logo
• the time
• the day and date

It protects the terminal from potential misuse while unattended.

The terminal will remain at the idle screen until you tap the screen or press a key.

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.

To lock the screen:

1. Think of a lock code you will remember (using 4 to 10 digits).
   • You cannot use consecutive numbers (such as 1234) or repeating numbers (such as 1125).
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.

Card Entry Options

Card Entry Options

Insert: Chip card

The screen displays "Tap, insert, or swipe". 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.   The customer may be prompted to key in a PIN. The chip card must remain inserted until the screen displays "Please remove your card".

Tap: Contactless cards

The screen displays "Tap, insert, or swipe". The customer taps their card over the icon that appears above 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.   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 maximum Contactless Transaction Limit set for the card. If the amount is greater than the contactless limit for the 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. The card must be within 0.5 in. (1.3 cm) of the screen, but it does not have to touch it. The card must be tapped or waved by itself (the customer cannot leave the card in their wallet and wave it in front of the screen).

Swipe: Magnetic stripe cards

The screen displays "Tap, insert, or swipe". Swipe the card on the device’s magnetic stripe reader. Note: If the card has a chip and the terminal is enabled to read chip cards, the card must be inserted into the chip reader.