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    Moneris Go Plus - Getting Familiar with Your Terminal


    Table of Contents

    Overview Terminal keys and hardware Terminal keys and hardware Power the terminal on and off Power on the terminal Power off the terminal Restart the terminal Navigating the application Touch screen interaction Default screen The Main Menu On-screen buttons Signing in and signing out Signing in Forgot your password? Signing out Battery management Battery management Battery status indicators Power saving mode Wireless communication indicators Wireless communication indicators Network indicators Signal strength indicator for cellular communication Card entry options Insert: Chip cards Wave/Tap: Contactless cards Swipe: Magnetic stripe cards Manual entry Scan Optional communication base Optional communication base Connect the power Connect the ethernet cable Pair the communication base with the terminal Pair multiple terminals to one base

    Overview

    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. Simply respond to the prompts to complete a transaction.

     

    Terminal keys and hardware

    Terminal keys and hardware

    Front of the terminal

    Label Hardware Function
    A Printer Prints receipts and reports
    B Contactless reader Reads card information when a card is tapped.
    C Front Camera Scans QR codes on a receipt to help you find a transaction to refund, void, or reprint receipts. 
    D Magnetic stripe reader Reads card information when a card is swiped.
    E Touch screen display Displays information and allows you to enter information by touching the screen.
    F Chip card reader Reads information when a card is inserted.

    Back of the terminal

    Label Hardware Function
    G Rear camera Scans QR codes on a receipt to help you find a transaction to refund, void, or reprint receipts.
    H Metal contacts Connect the terminal with the optional charging base.

     

    Power the terminal on and off

    Power on the terminal

    Locate the thin power button on the left side of the terminal.

    To power on the terminal, press and hold the power button for about 3 seconds until the screen turns on.

    Note: You may need to connect the terminal’s power cable in order to power it on. Refer to the instructions in Charging the battery for your setup type (e.g. the charge cable or the optional charge base).

     

     

    Power off the terminal

    1. Ensure that the terminal is not connected to a power source. If needed:
      • Unplug the charging cable from the terminal; or
      • Undock the terminal from the optional charging base.
    2. Locate the power button on the left side of the terminal. Press the button until you see the menu on the right side of the screen.
      • A screen appears with five options: Power off, Restart, Screenshot, Services and Base.
    3. Tap Power off.
      • The screen displays “Shutting down…”
    4. The terminal powers off.

     

    Restart the terminal

    1. Ensure that the terminal is not connected to a power source. If needed:
      • Unplug the charging cable from the terminal; or
      • Undock the terminal from the optional charging base.
    2. Locate the power button on the left side of the terminal. Press the button until you see the menu on the right side of the screen.
      • A screen appears with five options: Power off, Restart, Screenshot, Services and Base.
    3. Tap Restart.
      • The screen displays “Restarting…”
    4. The terminal shuts down and restarts.

     

    Navigating the application

    Touch screen interaction

    Your Moneris Go Plus terminal features a colour 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.
    • 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.

     

    Default screen

    After you sign in, the application goes directly to the Purchase screen as the default transaction screen.

     

    The Main Menu

    You can easily access all of the terminal functions from the Main menu. To get to the Main menu, tap the Main menu  icon.

    Menu Item Use this menu to: 
    Edit user Change your password. Refer to Edit User. 
    Purchase Display the purchase screen to process a Purchase transaction. This is the default screen. It will appear whenever you sign in.
    Reports

    Display the Reports screen in order to:

    • View the Daily Summary of transactions
    • Filter transactions by date, user, and terminal
    • View transaction details
    • View the End of day report
    • Refund a purchase
    • Void a purchase
    • Complete or void a pre-authorization
    • Reprint a receipt
    Settings

    Display the Settings menu in order to:

    • Change receipt settings
    • Change tip settings
    • Change transaction settings
    • Manage users
    • Change General application settings
    • Sync terminal settings with Moneris
    Sign out

    Sign out of the terminal.

    • Sign out at the end of the day and whenever your terminal is left unattended. This will help to keep your terminal secure.
    • To allow the application to sign you out automatically, refer to General application settings. There are two options for automatic sign out.

     

    On-screen buttons

    Screen element Action performed
    Main menu icon Go to the Main menu.
    × Cancel key Cancel a transaction and return to the Purchase screen.
    <  Delete key Delete one or more characters in a data-entry field.
    ◯ OK key
    • 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.
     <  Back icon  Go back to the previous screen/menu.
     ⋮  Additional options icon Display the additional options menu.

     

    Signing in and signing out

    Signing in

    To sign in to Moneris Go:

    1. Tap the Username field and enter your username.
    2. Tap Remember me on this terminal. The application will remember your username so that you don’t have to enter it the next time you sign in.

      Note: The application can remember up to 3 usernames. If you were not the last person to use the terminal, tap the Username field, and select your username from the dropdown list. 

       
      To delete a name from the list, tap the x beside the name.
    3. Tap the Password field and enter your user password. 
    4. Tap Sign in.

    The application displays the default screen which is the Purchase screen.

     

    Forgot your password?

    If you can’t remember your password, follow these steps.

    1. Tap the Username field and enter your username.
    2. Tap Forgot Password?
      As shown on screen, the application sends a message to your email address with a link to allow you to reset your password.
    3. Access your email and click on the link to set a new password.
    4. Return to the terminal and tap OK to continue.
    5. Sign in using your new password.

    Note: If your user profile does not include an email address, the application will ask you to obtain assistance from your Admin user or any other user who has access to User management settings. Follow the instructions on screen or refer to User management - Users.

     

     

    Signing out

    Sign out at the end of the day or whenever the terminal will be left unattended to prevent unauthorised transactions.

    To sign out:

    1. Tap the Main menu  icon.
    2. At the bottom of the menu, tap Sign out.

      Note: To allow the application to sign you out automatically, refer to General application settings.

       

     

    Battery management

    Battery management

    To maintain battery charge, use any method below:

    • Charging cable: Connect this cable to the power port on the left side of the terminal and plug the other end into a working power outlet on a power bar with surge protection.
    • Optional charging base: Dock the terminal on the optional charging base.
    • Optional communication base: Dock the terminal on the optional communication base.

    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.

    25% charge or less

    Recharge the battery as soon as possible. The terminal may be close to powering 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.

     

    Power saving mode

    If there is no activity on the terminal for several minutes, the display screen will darken then shut down to save battery power. To wake up the screen, briefly press the power button.

     

    Wireless communication indicators

    Wireless communication indicators

    • The Moneris Go Plus 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 the Moneris® Go Plus Setting up your terminal guide.

     

    Network indicators

    The network indicator appears in the status bar at the top of the screen.

    Icon Description
    The terminal is currently connected to and using the authorized carrier's 4G wireless network.
      4G and 3G do not appear in the status bar for the DX8000.
    The terminal is currently connected to and using your local Wi-Fi network.

    To test 4G/3G wireless communication:

    Confirm that there is sufficient signal strength (see the Signal strength indicator table below).

     

    Signal strength indicator for cellular communication

    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.

     

    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, or mobile device, over the contactless reader which is located above the display screen.

      Note: If the customer is using a mobile device, they may be directed to enter a passcode on their smartphone or tablet.

       

      Note: 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, 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 device’s magnetic stripe reader. The card can be swiped from top to bottom or bottom to top.

      Note: If the card has a chip, the card must be inserted into the chip reader.

       

     

    Manual entry

    You can manually key in a customer’s credit card information for a card-not-present transaction, that is, a transaction where the customer is not present at your place of business. The following settings are required: 

    • "Manual entry" is enabled in your user role.
    • "Manual entry transactions" are enabled in Transaction settings.

    Refer to Purchase – Card not present for step-by-step instructions on how to perform a card-not-present purchase transaction.

     

    Scan

    The Moneris Gift Card program allows you to scan the bar code of a gift card as a method of entering the card information. Merchants who are not subscribed to the gift card program will not see the option to scan a card.

     

    Optional communication base

    Optional communication base

    Use the optional communication base (if you have it) when there is a weak cellular signal on your terminal. The communication base enables the terminal to communicate with Moneris using your Ethernet connectivity.

    Disclaimer: Terminal needs to be used near the communication base. The further away the terminal is from the communication base, will degrade the functionality of the communication base.

     

    Connect the power

    1. Unfold the charging cable.
    2. Connect the charging cable to the power adaptor.
    3. Then turn the communication base upside down and connect the power adaptor cable to the power port in the back of the communication base.
    1. Make sure the AC adaptor is connected to the other end of the charging cable. Plug the AC adaptor into a working electrical outlet. 

      Note: Use a power bar to avoid electrical surges.

       

     

    Connect the ethernet cable

    1. Uncoil your Ethernet cable; both ends of the cable will look the same.
    1. Turn the communication base upside down. Use one end of the cable and insert it into the Ethernet port on the back of the base. The Ethernet cable will clip in when it is inserted correctly.
    1. Connect the other end of the Ethernet cable to your Ethernet network infrastructure (modem, router, Ethernet wall ports, other equipment). The Ethernet cable will clip in when it is inserted correctly. 
    1. Turn the base right side up and dock the terminal on the communication base. Ensure the terminal fits securely over the two prongs on the base.
    1. The terminal displays the charging screen. 
      1. Wait for the battery charging icon to display. This indicates that the terminal is receiving power and the battery is charging.
      2. Continue charging the terminal during the rest of the setup procedures.
        The Ethernet cable is now connected
    1. Continue to How to pair the communication base with the terminal.

     

    Pair the communication base with the terminal

    Now that the base is connected to your network infrastructure, you need to connect the terminal to the base.

    1. Locate the power button on the left side of terminal. Press and hold the power button on the terminal for 3 seconds or until the terminal screen turns on. 
      The terminal will continue to charge while on the base.

      Note: Red light on the left side of the power button indicates the terminal is available for pairing.

       
    1. The terminal powers on and the 60 second count down appears. Wait while the terminal attempts to establish a connection to Moneris.

      Note: This only applies if the terminal was powered off.

       
    1. The “Oops!” message may appear. 

      Note: Message appears because there is no established connection.

       
      1. Ignore this message.
      2. Tap on the white circle in the navigation bar at the bottom to go to the terminal home screen.
    1. Press and hold the power button until you see the menu on the right side of the screen, then tap Base.
      The “No base can be found.” message appears.

      Note: This message only appears if there are no Wi-Fi connections near by or available.

       
    1. Tap the Scanning Box  located on the top right corner of the screen.
      1. Lift the terminal off the base.
      2. Locate the QR code on the back of the base.
    1. The screen changes to camera mode, the “Please scan the QR code of base” message appears.

      Note: Hold the terminal steady to capture the QR code.

      Scan the QR code using the terminal camera.

       

    Note: If the “Invalid barcode!” message appears, tap OK and retry.

     
    1. When the “Connections Available” message appears, tap Pair base.
      The “Paring the base” popup appears.
    1. When the “Pair successfully” message appears, tap OK.

      Note: Green light on the left side of the base indicates base is connected with the paired terminal.

       
      The base connectivity information screen appears.

      Note: Base may complete an update.

       
    1. Tap the white circle in the navigation bar at the bottom to go to the terminal screen. 
      The pairing process is complete.

    Note: If the “Communication error, failed to pair the base!” message appears, tap OK and retry.

     

     

    Pair multiple terminals to one base

    You have already paired the primary terminal. Now, you can pair another terminal to the base. It is important to note that the communication base will only remember the last paired terminal. It is best to use the terminal with the base it is paired with. Follow the instructions below to pair the next terminal.

    1. Press and hold the power button on the terminal for 3 seconds or until the terminal screen turns on. 
      The terminal powers on and the 60 second count down appears. Wait while the terminal attempts to establish a connection to Moneris.
    1. Press and hold the power button until you see the menu on the right side of the screen, then tap Base.
      The “No base can be found.” message appears.
    1. Tap the Scanning Box  located on the top right corner of the screen.
      1. Lift the terminal off the base.
      2. Locate the QR code on the back of the base.

    Note: If the "Invalid barcode!" message appears, tap OK and retry.

     
    1. The screen changes to camera mode, the “Please scan the QR code of base” message appears.

    Note: Hold the terminal steady to capture the QR code.

     

    Scan the QR code using the terminal camera.

    Note: If the “Invalid barcode!” message appears, tap OK and retry.

     
    1. When the “Connections Available” message appears, tap Only use base wifi.

    Note: Terminal should automatically connect to “ING2.4G_XXXXXX”, this is the communication base.

     
    1. When the “Pair successfully” message appears, tap OK.

    Note: If the base Wi-Fi pairing was not successful, the following message will appear: 

     
    1. Continue to Application setup.

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    ON THIS PAGE

    Overview Terminal keys and hardware Terminal keys and hardware Power the terminal on and off Power on the terminal Power off the terminal Restart the terminal Navigating the application Touch screen interaction Default screen The Main Menu On-screen buttons Signing in and signing out Signing in Forgot your password? Signing out Battery management Battery management Battery status indicators Power saving mode Wireless communication indicators Wireless communication indicators Network indicators Signal strength indicator for cellular communication Card entry options Insert: Chip cards Wave/Tap: Contactless cards Swipe: Magnetic stripe cards Manual entry Scan Optional communication base Optional communication base Connect the power Connect the ethernet cable Pair the communication base with the terminal Pair multiple terminals to one base

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