Moneris Go Retail

Moneris Go Retail - Using the terminal app

In addition to the web app which requires a computer, Go Retail offers a terminal app designed to run on the wireless Moneris Go Plus terminal. Learn how to install and use the app to process transactions on the go.

Overview

The Go Retail terminal app makes processing transactions on the go simple and efficient. Designed to run on the Moneris Go Plus wireless terminal, this app allows you to sell your products and manage orders without needing a computer or laptop. Take the terminal wherever you do business—whether at farmers’ markets, craft fairs, conventions, or bazaars. Please note that the terminal app complements the Go Retail website, which remains your hub for managing your products, users, taxes, promotions, and other back-office features.

Use the app to:

Sell items already added to your Go Retail inventory
Sell items that are not in your Go Retail inventory (custom items)
Process refunds
View and resend receipts

For help with installing the Go Retail terminal app, refer to Install the Go Retail app on the Go Plus terminal.

Comparison of the web app and the terminal app

The Go Retail POS solution consists of two applications. The web application is the main app and includes all sales and management functions. The terminal app runs on a wireless terminal. You can use it, on the go, mainly to process transactions without your laptop or computer. Refer to the table below for all functions.

Function	Web app	Terminal app
Dashboard	Y
Reports	Y	Sales summary, sales by payment type
Inventory management	Y
View orders and perform a refund	Y	Y
Receipt history - view, print, and resend receipts	Y	Y
Promotion management	Y
User management	Y	My account allows user to modify some fields depending on their role.
Settings	Y	Receipt settings only (header and footer)
New transaction / Purchase	Y	Y
Barcode scanner usage	External scanners used for inventory management and purchases	Integrated scanner on the Go Plus terminal (or an external scanner connected to the communications base) are used only for adding items to cart at the time of sale

Process a new transaction on the terminal app

If you are using the Go Retail terminal app, follow these steps to process a purchase

Using the Go Plus terminal's integrated scanner or an external scanner

When using the Go Retail app on the Moneris Go Plus terminal, take advantage of the terminal's integrated scanner to add products to the cart when the customer is ready to pay.

You can also connect an external scanner to the terminal's communication base.

Setting up a scanner on the terminal

Integrated scanner	No setup required.
External USB scanner	The external scanner must have a USB connector. Plug the scanner’s USB cable or USB dongle into a USB port on the optional communications base of the Go Plus terminal. Refer to the scanner manufacturer's instructions for any additional steps. Note: Make sure you are using the communications base not the charge base.

Using the integrated scanner or an external scanner

Important: The integrated scanner on the Go Plus terminal (or an external scanner connected to the terminal's base) can be used only to add products to the cart. The scanner cannot be used for inventory management, for example, adding a UPC or SKU to a product profile, or finding a product to edit. To add SKU and UPC information to a product, refer to Moneris Go Retail - Managing Products.

Follow these steps to add a product to the cart by scanning the product's SKU or UPC barcode.

Managing gift cards (pilot only)

Activating a gift card (in pilot for selected merchants)

Activate a gift card

Follow these steps to activate a Moneris gift card using the Go Retail terminal app. The customer chooses how much value to place on the card. The customer can pay for the card using cash, debit, or credit.

Notes:

You can add a maximum of 15 gift cards to the cart.
You can load up to $200 on a single gift card.

Add the gift card to the cart

Load the gift card

Once the customer has paid for the gift card, you must load the requested value on the card.

Steps to take when gift card loading fails

If you receive the error message “Gift card load failed,” follow these steps.

Checking the balance of a gift card (in pilot for selected merchants)

Check the balance of a gift card

Follow these steps to check the balance of a gift card.

Deactivating a gift card (in pilot for selected merchants)

Deactivate a gift card

Follow these steps if you are sure you want to deactivate a gift card.

Moneris Go Retail - Managing Customers Moneris Go Retail - Managing Promotions

Overview Explore the main menu of the terminal app Explore the main menu of the terminal app Comparison of the web app and the terminal app Comparison of the web app and the terminal app Process a new transaction on the terminal app Process a new transaction on the terminal app Add a custom item (an item that is not in your Go Retail inventory) Cart options Process payment Using the Go Plus terminal's integrated scanner or an external scanner Using the Go Plus terminal's integrated scanner or an external scanner Setting up a scanner on the terminal Using the integrated scanner or an external scanner Managing gift cards (pilot only) Activating a gift card (in pilot for selected merchants) Activate a gift card Add the gift card to the cart Load the gift card Steps to take when gift card loading fails Checking the balance of a gift card (in pilot for selected merchants) Check the balance of a gift card Deactivating a gift card (in pilot for selected merchants) Deactivate a gift card

	Sign in to the app with your your user name and password. After you sign in successfully, the app displays the Point of sale screen.
Add a product from your Go Retail inventory Note: If the product is not in your standard inventory, go to the next section (Custom item).
	On the Point of sale screen, find products to add to the cart using one or more of these methods: Use the terminal's integrated scanner or an external scanner to scan a barcode. Find a product using the search bar. Find a product by tapping a specific category (for example, Women) or subcategory (for example, Outerwear).
	Once you see the right product, tap it to view product details. To select a product variant, choose a color or size or other attribute as required. Change the quantity if needed. The default quantity is 1. To add a discount to this product, click Apply Discount, enter a percentage or dollar value, and click Apply. The discount will appear under the price with an x beside it in case you wish to remove the discount. Tap Add to cart.
Add a custom item (an item that is not in your Go Retail inventory) You can sell items using the Go Retail solution even if they are not part of your standard Go Retail inventory. These are referred to as custom items -- products that are not pre-listed in your catalogue but can still be added to a transaction manually. To add a custom item to the customer's cart, follow these steps:
	Tap +Custom item.
	Enter the price of the item using the on-screen keypad. To enter more details about the product, tap +More options. This step is optional but strongly recommended.
	Complete one or more of these optional fields by tapping each field as needed: Name of the product (strongly recommended) Taxes Discount Unit of measurement When finished, tap Save. The app returns to the Custom item / price screen.
	At the bottom of the Custom item / price screen, tap Add to cart. The app returns to the Point of sale screen.
Cart options
	Continue adding products to the cart as requested by the customer. When you're ready to complete the order, tap Total at the bottom of the screen. The Cart screen appears.
	On the Cart screen, you can access the options for the cart by tapping the Actions icon. To apply a discount to the cart (the whole order), click Apply discount, enter a percentage or dollar value, and click Apply. The discount is applied to each product in the cart. If you made an error on the discount, click the options icon again, then click Remove discount. To remove all items from the cart, click Clear order. At the confirmation prompt, click Yes. The cart is now empty. You can begin adding products again. To add another custom item, tap Add custom item. Confirm with the customer that the order is correct. To increase the quantity of an item, tap the quantity field. To remove an item from the cart, tap the item to view details, then tap the trash can icon. To add more items, tap the back arrow or tap Scan to scan a barcode using the integrated or external scanner. To change the variant (example, size or colour) of an item, tap the item to see product details. When ready to process payment, tap Checkout.
Process payment
	The Checkout screen appears showing the total amount due and the payment options. The customer can use a combination of cards and cash to pay the total balance. Select a payment option (debit/credit or cash) based on how the customer wants to pay. Enter the amount to charge. Tap Charge. For card payments, pass the terminal to the customer to enter their card and respond to any prompts.
	The Payment complete screen appears showing the total paid, the method of payment, and receipt options, as well as an order summary If the customer paid by cash, provide any change due to them. If the customer would like an itemized receipt, choose one of the following: To print a receipt on the terminal, tap Print. To send a receipt by email or text, tap Email/SMS. Enter the customer's email address or cellular phone number. Tap Send. The order is complete. To start a new purchase, tap New Transaction. To start a return for one or more items in this order (for example, if the customer changed their mind), go to the next step.
	Scroll down the screen to view the Order summary. To start a return, tap the order number , then tap Initiate a return.

	On the Point of sale screen, tap View cart to open the cart if it not already open.
	In the cart, tap Actions.
	On the menu, tap Gift cards.
	On the Gift cards menu, tap Sell new gift card.
	On the Gift card screen, enter the quantity and value: Quantity: The default quantity is 1. Tap the + sign if the customer wants to purchase more than 1 gift card with the same value on each card. If the customer wants to purchase another gift card with a different value, then return to step 2 to add another gift card. Value: Enter the value for the gift card. You can tap one of the pre-defined values, for example, $25. The maximum amount is $200. Tap Add to cart.
	The gift card is added to the cart with the value requested by the customer. Tap Checkout to process payment as usual.

	On the Point of sale screen, tap View cart to open the cart if it not already open.
	In the cart, tap Actions.
	On the menu, tap Gift cards.
	On the Gift cards menu, tap Check balance.
	Tap Swipe card then swipe the gift card. If the card’s magnetic stripe is not working, tap Manual entry to enter the gift card number and the CVV.
	Go Retail displays the balance of the gift card. Tap Print to print the balance. Tap OK to continue.

	On the Point of sale screen, tap View cart to open the cart if it not already open.
	In the cart, tap Actions.
	On the menu, tap Gift cards.
	On the Gift cards menu, tap Deactivate gift card.
	Choose one of the following actions. Tap Check balance. Follow the steps on screen to obtain the balance of the card. Tap Proceed to deactivate. Go to the next step.
	Tap Swipe card then swipe the gift card using the terminal’s magnetic stripe reader. If swiping the card fails, tap Manual entry then enter the gift card number and CVV using the terminal keypad.
	Go Retail displays confirmation of deactivation as well as the previous balance of the card. Tap OK to continue.

	On the transaction screen, tap Scan.
	The Scan barcode screen appears. If you are using an external scanner, tap Hide camera to hide the window for the integrated scanner.
	On the Scan barcode screen: if using the integrated scanner: lift the terminal and position it over the barcode of the item you are selling until the barcode is clearly visible and in focus. if using an external scanner: scan the barcode If you are using the integrated scanner, the app indicates it has read the barcode successfully by: emitting a short beep; briefly changing the border of the barcode field to green. The app adds the item to the cart with a quantity of 1. To increase the quantity, scan the barcode again. For example, to change the quantity to 4, you can scan the barcode 4 times. You can also tap the quantity field and enter the quantity. No items found: If the scanned barcode is not associated with any of your products, the app displays this message: No matches found on the scanned product. If you have access to your computer, open the web app and check the UPC or SKU of the product. You can always manually add the product to the cart -- return to the New transaction screen, tap the product, and tap Add to cart. To continue scanning more products for this sale, return to step 2. When finishing scanning, tap Total $N.NN. The app displays the cart.

	On the Payment complete screen, tap Load gift card.
	On the Load gift cards screen, tap Swipe card. Swipe the gift card on your Moneris terminal.
	The Go Retail app adds value to the gift card and then re-displays the Payment complete screen with confirmation that the card has been loaded with the requested value. If gift card loading fails, refer to the next section Steps to take when gift card loading fails.