1. Access the Moneris Portal at https://login.moneris.com/en/login 
2. Enter your email address and password for the Moneris Portal.
   • If you have already set up your credentials for the Moneris Portal, skip to step 4.
   • If you have not set up your credentials yet for the Moneris Portal, go to step 3.
3. If you don't have an account, click Create an account to sign up for the Moneris Portal.  If you are not permitted to access the Moneris Portal, you can access the Moneris Go portal directly using these steps:
   • Go to moneris.com
   • click Login at the top of the page.
   • Under Go portal, click Launch portal.
   • Sign in using your Go portal credentials. 

4. After logging in to the Moneris Portal, you will see the digital products to which you have access.  On the tile for the Go Portal, click Launch.

1. When you sign in, the Stores page appears. On the Stores page, click Add store.

2. Enter the information required, as provided by Moneris.
   • Store ID. Enter the store ID associated with your Go Retail store.
   • Merchant ID. Enter your 13-digit merchant ID.
3. Click Submit.
4. When prompted, accept the terms and conditions.
5. Return to the Overview section in the Getting started article to review the steps to set up your store.

When you are finished using Go Retail web app, follow these steps to exit the application. 

1. Click on your user account icon. It is located next to your name at the top right of the page.
2. Click Return to Moneris Portal. Once you return to the Moneris Portal, you can logout or access another Moneris resource.

1. The Set up guide appears on the dashboard when you open your store.
   1. Click View to expand the guide.
   2. Complete each task in the guide by following the instructions below.

2. Under "Collect taxes," click Go. 
3. Follow the steps on screen. For help with tax settings, refer to Tax settings.

4. When the "Task Complete" message appears, choose Stay here or Yes, return to the setup guide.
   • If you select Stay here, you can resume the Set up guide by going to the dashboard.
   • If you select Yes, return, the set up guide reappears showing the first task as Done. 

5. Under "Build your inventory," click Go. 
6. Follow the steps on screen. For help with adding products, refer to Managing Products and choose Add a product with variants, Add a product without variants, or Add multiple products (bulk import). 
7. When the "Task Complete" message appears, choose Stay here or Yes, return to the setup guide.
   • If you select Stay here, you can resume the set up guide by going to the dashboard.
   • If you select Yes, return, the set up guide reappears showing the task as Done. 

8. Under "Set up your payment terminal," click the terminal you are using: Moneris Go Plus (proceed to step 9) or Moneris Go (proceed to step 10). 

9. If you have the Moneris Go Plus terminal, choose one of the following options: 
   • To place your terminal into integrated mode and use it with the Go Retail web application, watch the video for option 1 (Integrate your terminal with Go Retai).
   • To use the Go Retail app designed for the Go Plus terminal, watch the video for option 2 (Install Go Retail app). The Go Retail app for Go Plus can be used independently from the web application. 

10. If you have the Moneris Go terminal, you must integrate your terminal with the Go Retail web application to allow your customers to respond to various prompts and to enter their payment cards on the terminal. Click Watch to watch the instructional video. 

11. A notification panel appears when you have completed all 3 tasks in the set up guide. 
    • To keep the Set up guide on your dashboard for reference, click Keep it
    • To permanently remove the Set up guide, click Remove. This action cannot be reversed.
12. Need more help? Refer to the Moneris Help Centre for complete instructions on setting up and using your Go Retail solution, including videos on many common tasks. 

The Payment panel is a virtual terminal that allows you to process transactions using manual card entry. Transactions processed on the virtual terminal will not be reflected in your Go Retail inventory. For example, if you perform a purchase on the virtual terminal, the purchased product will not be deducted from your inventory, nor will the taxes be calculated. Similarly, a refund transaction on the virtual terminal will not return the product back to inventory or calculate appropriate taxes.

For help with the virtual terminal, refer to the Moneris Go portal support page. 

1. Click on the date range button to view the options.
2. Select one of the preset date ranges such as This week or This month. Or click Custom range and go to the next step.

3. When the date range picker appears, choose one or more of these options, as needed:
   • Click the month to select a different month from the dropdown list.
   • Click the year to select a different year.
4. After selecting the month and year, click the first date and the last date in your custom date range. The dates in between are automatically selected.
5. Choose one of these options:
   • To apply the custom date range, click Apply .
   • To return to the list of preset date ranges, click Back.
   • To exit from the date picker without making any changes, click anywhere outside the date picker.
6. If you selected a preset or custom date range, the data on the dashboard changes immediately the reflect the new date range.

1. Click on the user account icon.
2. Select a menu item as required.
   • My stores. If you have more than one store, click My Stores to switch from one store to another.
   • My account. Use this menu item to change user account details, including name, language, and password, depending on your level of access.
   • Français. Use this menu item to change the interface to French.
   • Feedback. Use this menu item to provide feedback on the application.
   • Return to Moneris Portal. Use this menu item to exit the application and return to the Moneris Portal.