Integrate your Go terminal with Go Restaurant - Cloud mode
Integrate your Go terminal with Go Restaurant - Cloud mode
In order to accept payments through the Go Restaurant POS application on your iPad tablet, you must integrate your Moneris Go terminal with the Go Restaurant POS using cloud integration mode.
What is cloud mode or cloud payment? It is a type of payment integration in which the Go Restaurant app on your tablet is connected to your Moneris Go terminal through the Moneris cloud. In this payment integration, you enter takeout orders using the Go Restaurant POS app on your tablet. The POS app sends the payment request information to your Go terminal through the Moneris cloud. Your customer views the payment prompts on the terminal and uses the terminal to enter a payment card. The terminal sends payment information back to the tablet so that the tablet app knows how much has been paid and how much is still owing.
This topic explains how to set up your Moneris Go terminal to communicate with the Go Restaurant POS app on your tablet where you will be entering orders and managing payments. This payment integration applies to quick service where customers place an order at the counter and pay immediately.
Make sure the terminal is located close to the tablet on which you will be entering orders and managing payments. Follow each section of this topic to set up cloud payment.
Place the terminal in cloud mode
The terminal is in standalone mode by default unless you change it to cloud mode. Visit support.moneris.com/moneris-go-solutions/moneris-go to locate the support page for your Go terminal. To install the paper roll, charge the battery, and walk through the initial setup, refer to theOnline user manual, the Setting up your terminal guide (PDF), or the Setting up your terminal video. To place your terminal into cloud mode (cloud integration) using the Go Integrated app, follow these steps:
Install the Go Integrated app.
Navigate to the terminal's home screen by tapping the circle in the Android navigation bar which appears at the bottom of the screen.
Note: You may have to swipe up from the bottom of the screen to display the navigation bar.
On the home screen (as shown in the image on the left), tap the PAXSTORE icon to open the store and view applications you can download and install.
On the All-apps tab, locate the Go Integrated app and tap it to view more information.
On the Go Integrated screen, tap Install to download and install the app. Once the button at the bottom of the screen changes from "Install" to "Open", the app has been successfully installed.
Tap the back arrow on the Android navigation bar to return to the home screen.
Open the Go Launcher application.
On the terminal home screen, tap the Go Launcher icon.
Wait while the terminal syncs with Moneris.
On the selection screen (shown on the left), tap the drop-down menu and select Go Integrated.
Tap Launch app. The Go Integrated app, which you installed in the previous step, will open and sync with Moneris.
Note: Selecting the Go Integrated app in the Go Launcher only needs to be done once. The next time your reboot the terminal, the Go Integrated app will start automatically.
Configure the Go Integrated app.
On the “Let’s get payment ready” screen, tap Go.
On the language screen, select a language for the initial setup.
On the configuration screen (shown on the left), select the terminal language you prefer when using the terminal.
Under Operational mode, select Cloud.
For "Print on ECR," tap the toggle to turn the setting off. This means receipts will be printed on the terminal.
Tap Save. The terminal syncs with Moneris.
On the Merchant ID screen, enter your merchant ID. You can find your merchant ID in the welcome messages from Moneris.
At the congratulations screen, tap Go. The integrated mode idle screen appears showing the time and date. Your terminal is ready to receive transaction commands from Go Retail.
To change integration settings or exit integrated mode:
At the idle screen showing the time and date, swipe inward from the left side of the screen.
Go to step 5.
Choose one of the following actions:
To change integration settings, tap Settings and enter the passcode (212324). Return to step 3 for help, if required.
To exit integrated mode, tap Exit. If you exit, the terminal will no longer be integrated with Go Retail, however, you can perform standalone transactions. To use your terminal in stand-alone mode, visit support.moneris.com/moneris-go-solutions/moneris-go, click on the terminal you are using (for example, Go and Go Plus) to access its support page.
To go back, tap the x at the top, left of the screen.
Verify your terminal appears in the Go Restaurant portal
Verify that your terminal appears in the Go Restaurant portal. If it does not appear, contact Moneris. You can also give the terminal a more meaningful name, for example, Station 2.
If your terminal does not appear in the portal, make sure you installed the Go Integrated app and placed your terminal in cloud mode as described in the section Place the terminal in cloud mode above. Sign out of the portal and sign back in. If the terminal still does not appear on the portal, contact Moneris contact Moneris.
Verify that your terminal is listed under the terminal ID. You can find the terminal ID on the back or side of the terminal.
To give the terminal a name, click on the terminal in the list. In the "Name (optional)" field, enter the name, and click Save.
Connect the terminal to the Go Restaurant tablet app
Now that the terminal is available in the Go Restaurant portal, you must connect it to the tablet on which you will be entering orders and managing payments.
On the list of terminals, select a terminal and tap Done. If your terminal does not appear, make sure you installed the Go Integrated app and placed your terminal in cloud mode as described in the section Place the terminal in cloud mode above.
The Peripherals window reappears showing the terminal you selected.
Tap Save to save your selection. If you unable to save changes successfully, contact Moneris. Your terminal is now ready to process payment requests sent from the Go Restaurant POS app on your tablet.
Disconnect the Go terminal from your Go Restaurant tablet
Disconnect the Go terminal from your Go Restaurant tablet
Using the Go Restaurant POS app on the tablet to disconnect a Go terminal
If you wish to switch from one Go terminal to another in order to process payments from the Go Restaurant app on your tablet, navigate to the Peripherals menu and simply select the terminal you want to use from the list of available terminals. Refer to Integrate your Go terminal with Go Restaurant - Cloud mode. You can also disconnect an active terminal by tapping Unselect, then Done. In the Peripherals window, tap Save. The disconnected terminal is now ready to use with a different tablet.
Using the Go Restaurant portal to disconnect a Go terminal
If you are unable to switch terminals or disconnect a terminal using the Go Restaurant app, for example, your tablet is missing, damaged or unstable, you can disconnect the Go terminal by following these steps in the Go Restaurant portal.