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.
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)
After logging in, the Point of sale transaction screen appears. On the transaction screen, tap the menu icon.
The main menu appears:
New transaction. Tap to start a purchase transaction.
Orders. Tap to view all orders. You can filter orders by time period (Today, Yesterday, This week, Last week, This month, Last month). You can also search by order number or dollar amount. From a specific order, you can view, print or send a receipt, and start a refund.
Reports. Tap to view sales summary and sales by payment type. You can filter the report by time period (Today, Yesterday, This week, Last week, This month, Last month).
My account. Tap to view your user account information. Some fields can be changed depending on your user role. It is best to make user account changes in the Moneris Go Retail web app.
Settings. Tap to modify receipt settings only.
Logout. Tap to log out of the app.
Comparison of the web app and the terminal app
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.
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.
Using the Go Plus terminal's integrated scanner or an external scanner
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.
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.
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