1. On the Point of Sale page, find products to add to the cart using one or more of these methods:
   • Find a product using the search bar. Enter a value to search for. If you have an external scanner, place your mouse in the search bar, then scan the UPC or SKU barcode from a product to add the code to the search bar. Press enter on your keyboard to complete the search.
   • Find a product by clicking on a specific category. If there are sub-categories, click on the sub-category to see the products under it.
   • Scan the UPC barcode from the product with your external scanner. Make sure your mouse is NOT in the search bar. Scanning a product, when the mouse is not in the search bar, will add it to the cart immediately with a default quantity of 1. To increase the quantity, scan the item as many times as needed. For example, to set the quantity to 4, scan the item 4 times. (Skip to step 5.)

2. Once you find the product you want, click on it to view product details.
3. On the Product Details panel:
   1. To select a product variant, choose a color or size or other attribute as required.
   2. Set the quantity as needed. The quantity may be defined by number of items, by weight, by length, by volume, by hour, and so on, depending on how you set up the product.
      
   3. 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.
   4. Click Add to cart. The product is added to the cart and appears under Order details. Taxes are calculated based on your tax settings.

1. In the Cart, click Custom item + .

2. In the Custom Item panel, enter the price, the unit, and the quantity of the item. 
   

   NOTE: These fields are mandatory. 

    

3. Enter the following information if you wish.
   • Name of the item. This field is optional but strongly recommended. 
   • Tax profile. This field is optional but strongly recommended. 
   • Discount

1. Tap Add to cart.
   

Make sure there is a terminal identified under "Selected terminal." Moneris Go Retail will automatically select the last terminal that was used. 

If you see the message "All terminals are offline," make sure your terminal is powered on, then click Refresh. 

If you have more than one terminal, and you wish to use a different terminal than the one displayed, click Select another terminal, choose an available terminal from the list, and click Confirm. 

To continue with the purchase, click Charge. 

Pass the terminal to the customer to enter their card and respond to any prompts. 

Enter the amount of cash received from the customer and click Confirm.

1. Process the first payment (for example, cash). If the payment was successful, the Checkout page shows the amount paid (tendered payments) and the balance still remaining. 

2. Continue processing payments as requested by the customer until the full balance is paid. As you complete each payment, the Checkout page displays each payment (tender) and the amount paid, in addition to the balance remaining. 
   

   Note: Remember that there is a maximum of 5 payments allowed for spilt tender. If you have processed 4 payments, the 5th payment must cover the remaining balance. 

    
3. Once the full balance is paid, the Checkout page shows the total paid across multiple methods. 
4. To start a new order, click New transation.

1. On the main menu, click Orders. 

1. Locate the order. It will show "Incomplete" under the status column.
2. Click on the order to open it. 

1. Choose one of these steps:

• If the customer wants to continue with the purchase, continue processing payments until the entire balance has been paid; OR
• If the customer does not want to continue, click Refund payment or Void payment next to any existing payment for this order, then click Cancel order in the top, right corner. 

1. On the main menu, click Orders.

2. On the Orders page, click the order for which you want to process a refund.

3. On the Order details page, click Initiate a return.

4. The "Select items to be returned" panel appears.
   1. For the item to be returned, click the plus (+) sign to indicate the quantity to return. The default quantity is zero.
      

      Note: This is important when the purchased quantity is more than one.

       
   2. Click Continue.

5. The Refund confirmation panel appears showing the refund amount and the original method of payment.
   • If a credit card was used for the original purchase, verify that the card shown matches the card used to make the purchase. Refunds are credited to the same payment method as the original purchase.
   • If cash was used for the original purchase, return cash to the customer. Note that cash refunds are rounded to the nearest 5 cents or 10 cents.
6. Click Confirm.
7. Do one of the following:
   • If a credit card or cash was used for the original purchase, skip to step 9.
   • If a debit card was used for the original purchase, go to step 8.

8. As indicated on screen, pass the terminal to the customer to enter their debit card. This step is required when the original purchase was made using a debit card. Refunds are credited to the same payment method as the original purchase.

9. The Refund confirmation page reappears indicating the refund has been completed and that the refunded products have been added back to inventory (if allowed). Choose one of the following options:
   • To print the receipt, click Print receipt. Make sure your Moneris terminal is turned on.
   • To send an e-receipt for the refund, click Email/SMS receipt. When the Receipt options window appears, enter the customer's email address or mobile phone number and click Send.

10. Close the Refund confirmation panel by clicking the X at the top right corner of the panel or simply click outside the panel.

11. The Order details page reappears showing the quantity returned and the amount refunded.  To view the refund receipt, click View receipt. 

12. To view the details of both the original purchase transaction and the refund transaction, click Transactions.

1. On the main menu, click Orders.

2. On the Orders page, click the order for which you want to process a refund.

3. On the Order details page, click Initiate a return.

4. The "Select items to be returned" panel appears.
   1. For the item to be returned, click the plus (+) sign to indicate the quantity to return. The default quantity is zero.
      

      Note: This is important when the purchased quantity is more than one.

       
   2. Click Continue.

5. The "Refund due" screen appears showing all the payments associated with the order i.e. split transactions, for example, $40 pain in cash, $50 paid by Visa, and $100 paid by Interac debit.  Determine how to proceed with the refund in consultation with the customer. 
   • If the item being refunded cost $40, you could issue the refund to cash, Visa, or Interac.
   • If the item being refunded cost $60, you could refund $40 to cash and $20 to Visa or Interac, or any combination to reach the total refund.
   • The refund amount applied to any payment method cannot exceed the amount that was paid using that method.  For example, you cannot refund $60 to Visa since only $50 was paid by Visa. 

6. Click on a payment method to open the refund amount field. Enter the refund amount to apply to that payment method, then click Issue refund.  

7. Go Retail processes the refund. 
   

   Note: If the refund is being applied to an Interac debit card, pass the terminal to the customer so they can enter their card.

    

8. Refund summary screen appears showing the amount refunded and the remaining amount to be refunded.  
9. Select another payment method to continue the refund and repeat the steps above until the refund is complete.  If a payment method is no longer available (for example, the Visa card is expired, or the Interac card is no longer valid because the customer closed their bank account), you can select Cash in lieu as an alternate option for issuing a refund.
   

10. The Refund complete page appears indicating the refund has been completed across multiple payment methods. Choose one of the following options:
    • To print the receipt, click Print receipt. Make sure your Moneris terminal is turned on.
    • To send an e-receipt for the refund, click Email/SMS receipt. When the Receipt options window appears, enter the customer's email address or mobile phone number and click Send.

11. Click Done to close the "Refund complete" page.

12. The Order details page reappears showing the full order history which now includes both the original purchase and the return details: date, time, payment method, item, quantity, price, taxes, and total returned.  
    • To return another item from the same order, click Initiate a return.
    • To view the receipt history, including receipts for returns, click Receipt history. 

1. On the main menu, click Orders. 

2. Locate the original order (purchase). 
3. Click on the order to open it. 

4. When the order opens, click Resume. 

5. Continue processing refund transactions until the return is completed.