Move/5000 - POS integration

Table of Contents

Moneris Core Restaurant Moneris Core Restaurant Before getting started Restaurant POS integration methods Cloud integration Restaurant POS integration methods by terminal Setting up Core Restaurant POS integration on your terminal Troubleshooting restaurant POS integration Request and response messages Merchant support for integration Moneris Core Semi-Integrated Moneris Core Semi-Integrated Before getting started Semi-integration methods Integration methods by terminal Setting up semi-integration on your terminal Troubleshooting semi-integration Problems and suggested solutions Wired terminals Wireless terminals Merchant support for semi-integration

Moneris Core Restaurant

Moneris Core Restaurant is a function that allows you to easily integrate your Moneris terminal with your restaurant POS, creating efficiency for you and convenience for your customers. Multiple Moneris terminals can communicate with the restaurant POS at the same time.

With Moneris Core Restaurant, you can use your terminal or terminals to:
retrieve a server’s open tables and access receipt information from your restaurant POS with the ability to incorporate this information into various receipt formats, including e-receipts
select one of the open tables and process payment from each customer at the table, including identifying the customer’s tender type (debit, credit, gift card) at the card entry prompt
split the bill in multiple ways, including by seat/check, by amount, and by number of persons
remotely process cash payments to close out the cash portion of a bill on the restaurant POS (provided that the terminal is configured to integrate cash)
allow customers to enter a tip on the terminal, including tipping on the final dollar amount or on the pre-tax subtotal (when configured)

Before getting started

Before setting up your Moneris terminal for restaurant POS integration, you must do the following:

Set up your terminal’s hardware and software.
For wireless terminals: Disable cellular communication (if applicable), enable Wi-Fi, and set up a Wi-Fi connection.
When using an IP network, ensure that your terminal always uses the same IP address in order to maintain a connection to your POS. You can accomplish this in 2 ways. Choose one:
- Configure the network setup on your Moneris terminal to use static IP addressing. At the Main menu, tap Settings, Communication, and Communications setup, then follow these instructions.
- Continue to use dynamic IP addressing, which is the default on your Moneris terminal, but configure your router to always assign the same IP address to the terminal. Contact your network team / IT department for assistance if needed.
Ensure you can process transactions in standalone mode (not integrated) to verify your terminal is connected to your own network and to the Moneris Host.

Restaurant POS integration methods

There are two basic methods for integrating your Moneris terminal with your restaurant POS: direct and cloud. Each one supports various communication types, depending on which terminal you are using.

Integration method

Options

Direct

Direct integration through Ethernet on a common network

All communication between your Moneris terminal and your restaurant POS takes place within your Ethernet network.

Direct integration through Wi-Fi on a common network

All communication between your Moneris terminal and your restaurant POS takes place within your local Wi-Fi network.

Cloud
(see additional details below)

Moneris Cloud through Ethernet

The terminal uses your local Ethernet network to connect to the Moneris Cloud and from the Moneris Cloud to your restaurant POS. You are responsible for establishing the connection from the restaurant POS to the Moneris Cloud.

Moneris Cloud through Wi-Fi

The terminal uses your local Wi-Fi network to connect to the Moneris Cloud and from the Moneris Cloud to your restaurant POS. You are responsible for establishing the connection from the restaurant POS to the Moneris Cloud

Moneris Cloud through Cellular

The terminal uses the cellular network to connect to the Moneris Cloud and then to the restaurant POS. You are responsible for establishing the connection from the restaurant POS to the Moneris Cloud.

Cloud integration

To use the Cloud integration method, your restaurant POS must connect to the Moneris Cloud. You or your POS provider must establish a connection from your restaurant POS to the Moneris Cloud using your unique credentials.

The outbound connection must include:

your Merchant ID*
your API Token*
the URL/IP (patpos.moneris.com)
the port number (443, the standard TLS port)

* If you do not know your Merchant ID and API token, contact Moneris Customer Care.

Restaurant POS integration methods by terminal

The available integration methods vary according to your terminal as shown in this table.

Integration method	Options	V400c and Desk/5000 countertop terminals	V400m and Move/5000 wireless terminals	Move/5000 Wi-Fi only wireless terminal
Direct	Direct through Wi-Fi	X	X	✔
Direct	Direct through Ethernet	✔	X	X
Cloud	Moneris Cloud through Wi-Fi	X	✔	✔
	Moneris Cloud through Ethernet	✔	X	X
	Moneris Cloud through cellular network	X	✔	X

Setting up Core Restaurant POS integration on your terminal

Follow these steps to enable Core Restaurant on your Moneris terminal and to configure the restaurant POS integration settings to meet the needs of your business.

Troubleshooting restaurant POS integration

Request and response messages

Your Moneris terminal obtains table information by sending request messages to your restaurant POS. For example, the terminal sends the “getTables” request to obtain table information for an individual employee or server. If you experience problems related to table information, review the request and response messages shown here. For assistance, contact your restaurant POS provider / integrator.

Request message	Details
getTables	Retrieves the open tables for an employee when they log on to the terminal to process a purchase. An integrator can choose to have table numbers, table names or a mix of both via the “tableName” element on the getTables response message. “tableName” can be any value provided by the restaurant POS, such as table numbers, invoice/receipt numbers, or table names If a table has a name (for example, a customer named Jordan ordered take out) the employee will see a table with the name Jordan in the table list. Moneris Core Restaurant will display tables in the order they are provided in the “getTables” response message If the terminal is unable to communicate with the restaurant POS, check your terminal configuration settings. Refer to Setting up restaurant POS integration on your terminal. If the terminal does not receive a valid response message, review any error messages sent from the restaurant POS, and contact your restaurant POS provider or your integrator as applicable.
getTable	Retrieves information for a specific table selected by the employee. The response message can include various optional elements: Receipt element: sends receipt information to the terminal; this can be incorporated into e-receipts. “preTaxAmount” element: sends the pre-tax subtotal to the terminal. This allows a customer to tip on the pre-tax amount as long as this feature is enabled in the terminal’s integration settings If your terminal fails to display information for a specific table, or fails to retrieve a specific element, contact your restaurant POS provider or your integrator as applicable.
applyPayment	After a successful payment on the Moneris terminal, the terminal sends an “applyPayment” request to the restaurant POS to apply payment information to the check and ensure both systems are in sync. If the restaurant POS does not respond, contact your restaurant POS provider or your integrator as applicable. If the restaurant POS responds with an error message, the terminal resends the “applyPayment” request. If the restaurant POS responds with an error message again, the terminal stops retrying and requires an employee to manually sync the restaurant POS with the payment data.

Merchant support for integration

Integration support

Contact your POS provider/integrator.

Financial and operational support

Refer to Moneris Customer Care.

Moneris Core Semi-Integrated

Moneris Core Semi-Integrated is a function that allows you to easily integrate your Moneris terminal with your point of sale (POS) application creating a secure and convenient payment environment for you and your customers.

With Moneris Core Semi-Integrated, you can use your secure PCI-compliant terminal to allow your customers to:

Enter their payment card information by tapping, inserting or swiping their card
Enter a tip on the terminal, including tipping on the final dollar amount or on the pre-tax subtotal (when configured)

Note: Consult your POS integration provider for additional documentation.

Before getting started

Before setting up your Moneris terminal for semi-integration, you must do the following:

Set up your terminal’s hardware and software.
For wireless terminals: Disable cellular communication (if applicable), enable Wi-Fi, and set up a Wi-Fi connection.
When using an IP network, ensure that your terminal always uses the same IP address in order to maintain a connection to your POS. You can accomplish this in 2 ways. Choose one:
- Configure the network setup on your Moneris terminal to use static IP addressing. At the Main menu, tap Settings, Communication, and Communications setup, then follow these instructions.
- Continue to use dynamic IP addressing, which is the default on your Moneris terminal, but configure your router to always assign the same IP address to the terminal. Contact your network team/IT department for assistance if needed.
Ensure you can process transactions in standalone mode (not integrated) to verify your terminal is connected to your own network and to the Moneris Host.

Semi-integration methods

There are 3 methods for integrating your Moneris terminal with your POS: USB, Ethernet and Wi-Fi.

Integration method	Description
Ethernet	This method uses your local Ethernet network to connect your Moneris terminal to your POS.
Wi-Fi	This method uses your local Wi-Fi network to connect your Moneris terminal to your POS. Cellular communication (4G) must be disabled. If your wireless terminal switches to a cellular network, the connection to your POS will be lost.
USB	This method uses a USB cable to connect your Moneris terminal to your POS.

Integration methods by terminal

The available integration methods vary according to your terminal as shown in this table.

Integration method	V400c and Desk/5000 countertop terminals	V400m and Move/5000 wireless terminals
Ethernet	Supported	Not supported
Wi-Fi	Not supported	Supported
USB	Supported	Not supported

Cable connections for wired terminals

Integration method

Desk/5000

V400m

USB

Remove the back cover to access the USB port.

Plug one end of the USB cable into the micro-USB port in the back of the terminal and plug the other end into your POS hardware.

Plug one end of the USB cable into the micro-USB port on the multi-port box and plug the other end into your POS hardware.

Ethernet

Plug one end of the Ethernet cable into the Ethernet port on the multi-port box and plug the other end into your network infrastructure (hub/switch/router/internal wiring).

Setting up semi-integration on your terminal

Follow these steps to enable Core Semi-Integrated on your Moneris terminal and to configure the integration settings to meet the needs of your business.

Note: Cellular (4G) communication must be turned off. If the wireless terminal switches to a cellular network, the connection to the POS will be lost.

Troubleshooting semi-integration

Problems and suggested solutions

Review the scenarios below and follow the suggested solution when experiencing issues integrating your terminal with your POS.

Problem

Suggested solution

The terminal is unable to connect to the Moneris host

Toggle your terminal back to standalone mode. On the Main menu, swipe left to display the second screen, and then tap Standalone.

Refer to the error message "Cannot connect to host" in the Troubleshooting section.

Your terminal is unable to receive information from your POS

Ensure that your terminal is properly connected to your POS.

All terminals using an IP network

Ensure that your terminal always uses the same IP address in order to maintain a connection to your POS. You can accomplish this in 2 ways. Choose one:

Configure the network setup on your Moneris terminal to use static IP addressing. At the Main menu, tap Settings, Communication, and Communications setup, then follow the prompts. For detailed instructions, refer to Advanced Wi-Fi settings.
Continue to use dynamic IP addressing, which is the default on your Moneris terminal, but configure your router to always assign the same IP address to the terminal. Contact your network team / IT department for assistance with this if needed.

Wired terminals

Make sure all Ethernet/USB cables are securely connected to the terminal and to your POS/network infrastructure and that the Ethernet port is working.
Check the integration settings on your terminal. Refer to Setting up semi-integration on your terminal.

Wireless terminals

Check the Communication Setup screen for the following items.
Make sure that cellular communication is disabled (if applicable) and that Wi-Fi is enabled.
Make sure your terminal is connected to a Wi-Fi network. If your terminal is connected via Wi-Fi, the name of the Wi-Fi network will appear under Scan Networks.
It’s recommended that your POS and your terminal are on the same LAN.
Check the integration settings on your terminal. Refer to Setting up semi-integration on your terminal.

Merchant support for semi-integration

Integration support

Contact your POS provider.

Financial and operational support

Refer to Moneris Customer Care.

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ON THIS PAGE

	Starting at the Main menu, tap Settings, Application, and then Integration to get to the integration settings.
	Tap the Integration toggle to enable integration. The Integration toggle becomes green and the Solutions Type field appears.
	Tap the Solution Type field and select Core Restaurant.
	Tap the Integration Method field, then tap Direct or Cloud. For more information about these integration methods, refer to Restaurant POS integration methods, as well as Restaurant POS integration methods by terminal above. If you are using the V400c, Desk/5000, or Move/5000 Wi-Fi only terminals, you may choose Direct or Cloud. If you selected Direct, go to the next step. If you selected Cloud, jump to step 6. If your terminal supports dual communication (4G and Wi-Fi), confirm that the integration method is Cloud, and jump to step 6.
	You selected Direct. To implement Direct integration, your Moneris terminal and your restaurant POS must be on a common network. To complete the integration, follow these steps. Tap the Destination IP field and enter the IP address of your restaurant POS device. Tap the Destination Port field and enter the port number of your restaurant POS device. Tap the Integrate Cash toggle if you would like to enable cash transactions on your Moneris terminal. Tap the Integrate Gift Manual Entry toggle if you would like to enable manual entry of gift cards on your Moneris terminal. Tap Save to save your integration settings. Go to step 7.
	You selected Cloud integration. Regardless of its location, the terminal will connect to your restaurant POS via the cloud. Follow these steps to complete the setup for restaurant POS integration: Tap the Integrate Cash toggle if you would like to enable cash transactions on your Moneris terminal. Tap the Integrate Gift Manual Entry toggle if you would like to enable manual entry of gift cards on your Moneris terminal. Tap Save to save your integration settings. Go to step 7.
	After you tap Save, the terminal returns to the Application Settings menu. The “Settings Saved” notification also appears. Press the menu key on the keypad to return to the Main menu.
	To begin a restaurant Purchase, press the red key on the keypad.
	To toggle back to standalone mode, as required: On the Main menu, swipe left to view the second screen. Tap Standalone.

	At the Main menu, tap Settings, Application, and then Integration to get to the integration settings.
	Tap the Integration toggle to enable integration. The Integration toggle becomes green and the Solutions Type field appears.
	Tap the Solution Type field and select Core Semi-Integrated.
	Tap the Integration Method field, then tap USB, Ethernet, or Wi-Fi. For more information about these integration methods, refer to Semi-integration methods, as well as Integration methods by terminal above. For countertop (wired) terminals (V400c or Desk/5000), choose Ethernet and go to step 5; or choose USB and go to step 6. For wireless terminals (V400m or Move/5000), the default value is Wi-Fi. Select Wi-Fi if not already selected, and then go to step 7. Note: Cellular (4G) communication must be disabled. If your wireless terminal switches to a cellular network, the connection to your POS will be lost. To disable cellular communication and to enable Wi-Fi communication, refer to Dual communication settings (4G + Wi-Fi).
	You selected Ethernet. To implement Ethernet integration, your Moneris terminal and your POS must be physically connected by an Ethernet network. If you haven’t already done so, connect one end of the Ethernet cable to the multi-port box of your Moneris terminal. Connect the other end to your network infrastructure or directly to your POS, as applicable. On the screen, tap the Listening Port field and change the default port number if required. Tap the Print on terminal toggle to disable/enable support for printing receipts on the terminal. This option is enabled by default. If you disable it, all receipts will print on your POS printer. Option needs to be enabled or it will set TMS print on ECR to False, this will cause the receipt to print on the terminal instead. Tap Save. Go to step 8.
	You selected USB. To implement USB integration, your Moneris terminal and your POS must be physically connected by a USB cable. Connect one end of a USB cable to your Moneris terminal. Connect the other end directly to your POS device. On the screen, tap the Print on terminal toggle to disable/enable support for printing receipts on the terminal. This option is enabled by default. If you disable it, all receipts will print on your POS printer. Tap Save. Go to step 8.
	You selected Wi-Fi. To implement Wi-Fi integration, your Moneris terminal and your POS must be on the same Wi-Fi network. To complete the integration, follow these steps. Tap the Listening Port field and change the default port number if required. Tap the Print on terminal toggle to disable/enable support for printing receipts on the terminal. This option is enabled by default. If you disable it, all receipts will print on your POS printer Tap Save. Go to step 8.
	After you tap Save, the terminal returns to the Application Settings menu. The “Settings Saved” notification also appears. Press the menu key on the keypad to return to the Main menu.
	The terminal returns to the Main menu. Note: When the terminal is in semi-integrated mode, the Transactions icon no longer appears on the Main menu. All transactions are initiated from your POS.
	To toggle back to standalone mode, as required: On the Main menu, swipe left to view the second screen. Tap Standalone.

Move/5000 - POS integration

Moneris Core Restaurant

Moneris Core Restaurant

Before getting started

Restaurant POS integration methods

Cloud integration

Restaurant POS integration methods by terminal

Setting up Core Restaurant POS integration on your terminal

Troubleshooting restaurant POS integration

Request and response messages

Merchant support for integration

Moneris Core Semi-Integrated

Moneris Core Semi-Integrated

Before getting started

Semi-integration methods

Integration methods by terminal

Setting up semi-integration on your terminal

Troubleshooting semi-integration

Problems and suggested solutions

Wired terminals

Wireless terminals

Merchant support for semi-integration

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