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    Moneris Go - Getting familiar with your terminal


    Table of Contents

    Moneris Go terminal Terminal keys and hardware Power the terminal on and off Power on the terminal Power off the terminal Restart the terminal Navigating the application Touch screen interaction Default screen The Main menu On-screen buttons Signing in and signing out Signing in Forgot your password? Signing out Battery Management Battery Management Battery Status Indicators Power saving mode Wireless communication indicators Wireless communication indicators Network indicators Signal strength indicator for cellular communication Card entry options Insert: Chip cards Tap: Contactless cards Swipe: Magnetic stripe cards Manual Entry Scan Instructional Video Using Your Terminal Instructional Video

    Moneris Go terminal

    Terminal keys and hardware

    Use this long-range wireless all-in-one terminal and PINpad to process transactions virtually anywhere with cellular coverage and/or Wi-Fi coverage. Both you and your customer will enter information and respond to prompts on the terminal. When directed on screen, pass the terminal to the customer. When the customer has finished, they will pass the terminal back to you as directed on screen. Simply respond to the prompts to complete the transaction.

    Terminal keys and hardware

    Front of the terminal

    Label Hardware Function
    A Printer Prints receipts and reports
    B Contactless reader Reads card information when a card is tapped.
    C Magnetic stripe reader Reads card information when a card is swiped.
    D Touch screen display Displays information and allows you to enter input by touching fields and controls.
    E Chip card reader Reads information when a card is inserted.

    Back of the terminal

    Label Hardware Function
    F Rear camera Scans QR codes on a receipt to help you find a transaction to refund, void, or reprint receipts.
    G Metal contacts Connect the terminal with the optional charging base.

     

    Power the terminal on and off

    Power on the terminal

    1. Locate the power button on the right side of the terminal.
    2. To power on the terminal, press the power button for 2 seconds or until the screen illuminates.

      Note: You may need to connect the terminal’s power cable in order to power it on. Refer to the instructions in Charging the battery for your setup type (e.g. the charge cable or the optional charge base).

       

     

    Power off the terminal

    1. Ensure that the terminal is not connected to a power source. If needed:
      • Unplug the charging cable from the terminal; or
      • Undock the terminal from the optional charging base.
    2. Locate the power button on the right side of the terminal. Press for 2 seconds.
      A screen appears with four options: Airplane mode, Sound, Reboot, and Power off.
    3. Tap Power off.
      The Power off icon appears on its own.
    4. Tap Power off again to confirm you want to shut down the terminal.
      The screen displays “Shutting down…”
    5. The terminal powers off.

     

    Restart the terminal

    1. Ensure that the terminal is not connected to a power source. If needed:
      • Unplug the charging cable from the terminal; or
      • Undock the terminal from the optional charging base.
    2. Locate the power button on the right side of the terminal. Press for 2 seconds.
      A screen appears with four options: Airplane mode, Sound, Reboot, and Power off.
    3. Tap Reboot.
      The Reboot icon appears on its own.
    4. Tap Reboot again to confirm you want to shut down the terminal.
      The screen displays “Shutting down…”
    5. The terminal restarts.

     

    Navigating the application

    Touch screen interaction

    Your Moneris terminal features a colour touch screen.

    • To access a function displayed on screen (for example, a button, a menu, a field), simply use your finger to tap the item on the screen.
    • To view content (for example, a menu or report) that extends past the bottom of the screen, swipe up.  Swipe down to go back to the top of the screen.

     

    Default screen

    After you sign in, the application goes directly to the Purchase screen as the default transaction screen.

     

    The Main menu

    You can easily access all of the terminal functions from the Main menu. To get to the Main menu, tap the Main menu icon.

    Menu Item Use this menu to: 
    Edit user Change your password. Refer to Edit user. 
    Purchase Display the purchase screen to process a Purchase transaction. This is the default screen. It will appear whenever you sign in.
    Reports

    Display the Reports screen in order to:

    • View the Daily Summary of transactions
    • Filter transactions by date, user, and terminal
    • View transaction details
    • View the End of day report
    • Refund a purchase
    • Void a purchase
    • Complete or void a pre-authorization
    • Reprint a receipt
    Settings

    Display the Settings menu in order to:

    • Change receipt settings
    • Change tip settings
    • Change transaction settings
    • Manage users
    • Change General application settings
    • Sync terminal settings with Moneris
    Sign out

    Sign out of the terminal.

    • Sign out at the end of the day and whenever your terminal is left unattended. This will help to keep your terminal secure.
    • To allow the application to sign you out automatically, refer to General application settings. There are two options for automatic sign out.

     

    On-screen buttons

    Screen element Action performed
    Main menu icon Go to the Main menu.
    × Cancel key Cancel a transaction and return to the Purchase screen.
    < Delete key Delete one or more characters in a data-entry field.
    ◯ OK key
    • Submit the data shown on-screen. For example, tap OK to indicate the transaction amount is correct .
    • Accept/confirm the choice or information displayed on-screen.
     <  Back icon  Go back to the previous screen/menu.
     ⋮  Additional options icon Display the additional options menu. 

     

    Signing in and signing out

    Signing in

    To sign in to Moneris Go:

    1. Tap the Username field and enter your user name.
    2. Tap Remember me on this terminal. The application will remember your user name so that you don’t have to enter it the next time you sign in.

      Note: The application can remember up to 3 user names. If you were not the last person to use the terminal, tap the Username field, and select your user name from the dropdown list. 

       
      To delete a name from the list, tap the x beside the name.
    3. Tap the Password field and enter your user password. 
    4. Tap Sign in.
      The application displays the default screen which is the Purchase screen.

     

    Forgot your password?

    If you can’t remember your password, follow these steps.

    1. Tap the Username field and enter your user name.
    2. Tap Forgot Password?
      As shown on screen, the application sends a message to your email address with a link to allow you to reset your password.
    3. Access your email and click on the link to set a new password.
    4. Return to the terminal and tap OK to continue.
    5. Sign in using your new password.

    Note: If your user profile does not include an email address, the application will ask you to obtain assistance from your Admin user or any other user who has access to User management settings. Follow the instructions on screen or refer to User management - Users.

     

     

    Signing out

    Sign out at the end of the day or whenever the terminal will be left unattended to prevent unauthorised transactions.

    To sign out:

    1. Tap the Main menu icon.
    2. At the bottom of the menu, tap Sign out.

      Note: To allow the application to sign you out automatically, refer to General application settings.

       

     

    Battery Management

    Battery Management

    To maintain battery charge, use any method below:

    • Charging cable: Connect this cable to the power port on the left side of the terminal, and plug the other end into a working power outlet on a power bar with surge protection.
    • Optional charging base: Dock the terminal on the optional charging base.

    Helpful hints

    • Check the battery charge level (see icons below) before use.
    • Power off the terminal when not in use or being charged.

     

    Battery Status Indicators

    The battery icon displays in the status bar. The icon reflects the battery charge status/charge level.

    Terminal connected to external power source
    The "lightning bolt" portion of the battery icon appears when the terminal is connected to an external power source.
    25% charge or less
    Recharge the battery as soon as possible. The terminal may be close to powering off. Data will not be lost if this happens.
    0% charge
    The terminal will power off unless connected to a power source. Data will not be lost if the terminal powers off.

     

    Power saving mode

    If there is no activity on the terminal for several minutes, the display screen will darken then shut down to save battery power. To wake up the screen, briefly press the power button.

    Related topics

    • Power the terminal on and off
    • Restart the terminal

     

    Wireless communication indicators

    Wireless communication indicators

    The terminal uses long-range cellular communication (4G or 3G) to send and receive information to and from the Moneris host. The terminal communicates via 4G by default for faster communication rates, and uses 3G as a fallback where 4G is not available. If you set up a Wi-Fi network, the terminal will switch to Wi-Fi when the Wi-Fi signal is stronger.

     

    Network indicators

    The network indicator appears in the status bar at the top of the screen.

    Icon Description
    4G Terminal is currently connected to and using the authorized carrier's 4G wireless network.
    3G Terminal is currently connected to and using the authorized carrier's 3G wireless network (as fallback).
    Terminal is currently connected to your local Wi-Fi network.

     

    Signal strength indicator for cellular communication

    Icon Description
    5 bars: Terminal is receiving a very strong signal from the network and can process transactions.
    4 bars: Terminal is receiving a strong signal from the network and can process transactions.
    3 bars: Terminal is receiving a good signal from the network and can process transactions.
    2 bars: Terminal is receiving a signal from the network and can process transactions but may take longer to complete them.
    1 bar: The terminal is receiving a weak signal and may not be able to process transactions and/or print receipts.
    0 bars: The terminal is not receiving any signal and CANNOT process transactions.

     

    Card entry options

    Insert: Chip cards

    1. The screen displays "Tap, insert, or swipe".
    2. The customer taps their card, or mobile device, over the contactless reader which is located at the top end of the terminal.

      Note: Unless the device prompts otherwise, do not swipe a chip card even if the card has a magnetic stripe.

       
    3. The customer may be prompted to key in a PIN.
    4. The chip card must remain inserted until the screen displays "Please remove your card".

     

    Tap: Contactless cards

    1. The screen displays "Tap, insert, or swipe".
    2. The customer taps their card, or mobile device, over the contactless reader which is located at the top end of the terminal.

      Note: If the customer is using a mobile device, they may be directed to enter a passcode on their smartphone or tablet.

       

      Note: The transaction amount must be equal to or less than the contactless transaction limit set for the card. If the amount is greater than the contactless limit for the card, the terminal displays “Limit exceeded” followed by “Insert or swipe”. To complete the transaction for the same amount, the customer inserts or swipes their card.

       

     

    Swipe: Magnetic stripe cards

    1. The screen displays "Tap, insert, or swipe".
    2. The customer swipes the card on the device’s magnetic stripe reader.

      Note: If the card has a chip, the card must be inserted into the chip reader.

       

     

    Manual Entry

    You can manually key in a customer’s credit card information for a card-not-present transaction, that is, a transaction where the customer is not present at your place of business. The following settings are required: 

    •  “Manual entry” is enabled in your user role.
    • "Manual entry transactions" are enabled in Transaction settings.

    Refer to Purchase – Card not present for step-by-step instructions on how to perform a card-not-present purchase transaction. 

     

    Scan

    The Moneris Gift Card program allows you to scan the bar code of a gift card as a method of entering the card information. Merchants who are not subscribed to the gift card program will not see the option to scan a card.

     

    Instructional Video

    Using Your Terminal Instructional Video

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    ON THIS PAGE

    Moneris Go terminal Terminal keys and hardware Power the terminal on and off Power on the terminal Power off the terminal Restart the terminal Navigating the application Touch screen interaction Default screen The Main menu On-screen buttons Signing in and signing out Signing in Forgot your password? Signing out Battery Management Battery Management Battery Status Indicators Power saving mode Wireless communication indicators Wireless communication indicators Network indicators Signal strength indicator for cellular communication Card entry options Insert: Chip cards Tap: Contactless cards Swipe: Magnetic stripe cards Manual Entry Scan Instructional Video Using Your Terminal Instructional Video

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