Overview

Use this long-range wireless all-in-one terminal and PINpad to process transactions virtually anywhere with cellular 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. Respond to the prompts to complete the transaction.

Features

Standard features

These features are available on the Moneris Move/5000 terminal.

• Backlight
• Bilingual displays and receipts
• Chip card processing
• Wireless (Wi-Fi and 4G/3G) communication
• Full color touch screen
• Passcode-based security
• Transactions stored and searchable in terminal memory (until batch is closed)

Optional features

These features can be enabled on your terminal.

• Card not present transactions (mail order / telephone order)
• Cashback on debit cards
• Clerk IDs and subtotals by clerk ID
• Contactless card processing
• Core Restaurant (integration with your restaurant POS application)
• Core Semi-Integrated (integration with your POS application)
• Customizable default screen
• Dynamic Currency Conversion
• Gift card program
• Loyalty card program
• Invoice number prompt
• Key stroke beep
• Multi-terminal support
• Personalized messaging on receipt headers and footers
• Pre-authorizations list (showing open pre-auths)
• Store and Forward processing
• Tip entry
• Tip reporting

Terminal keys and hardware

Terminal keys and hardware

Power the terminal on and off

Powering on the terminal

To power on the terminal, press and hold the green key until the screen illuminates. Once powered on, proceed to Charging the battery.

Powering off the terminal

1. Ensure that the terminal is not connected to a power source.
2. Go to the Main menu using one of these methods:
   • Tap the Main Menu icon on the screen (if it is available); or
   • Press the Menu key on the keypad.
3. On the Main Menu, tap Power Off.
   • The “This will power off this terminal.” message appears.
4. Tap OK or press the green key.
   • The terminal powers off.
     

     Note: It is also possible to power off the terminal using a keypad combination. Press and hold down the punctuation key, then press the yellow key. The terminal will power off.

      

Restarting the terminal

Follow the directions below to shut down and restart the terminal.

1. Power off the terminal:
   • Press and hold down the punctuation key, then press the yellow key.
2. Once the terminal is powered off, press and hold the green key until the screen illuminates.
3. Once the terminal displays the default screen, it is ready to use.

Using the touchscreen on the terminal

Using the touchscreen on the terminal

The Moneris terminal features a colour touch-sensitive screen (referred to in this document as the "touchscreen"). The terminal reacts when you touch various areas of the screen in the same way it reacts when you press a key on the keypad.

Touchscreen tips

• Use your fingertip or a stylus with a soft plastic tip.
• Do not use sharp or pointed objects (e.g. pens, pencils, golf tees, etc.) to press icons on the touchscreen.
• Keep the touchscreen clean and free of fingerprints by using a dry microfibre cloth to wipe down the touchscreen.
• Do not use liquid cleaning agents, such as glass cleaner, on the touchscreen.

Main menu

Main menu

To get to the Main menu, see Navigating the terminal.

Navigating the terminal

Touch screen interaction

Your Moneris terminal features a color 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, or press the corresponding number (if shown) on the terminal keypad.
• 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.
• The Main menu includes two screens. Swipe left to view screen 2. Swipe right to go back to screen 1.

Default screen

When the terminal starts up (assuming the initial setup has been completed), it will go directly to the Purchase screen as the default screen. However, there may be one or more security prompts before you see the Purchase screen.

You may also change the default screen to another transaction (for example, Refund or Pre-authorization) or to a menu (for example, the Transactions menu or the Card Not Present menu).

Getting to the Main menu

You can easily access all of the terminal functions from the Main menu. To get to the Main menu, use one of these methods:

• tap the Main menu icon on the screen (if it is available)
• press the Menu key on the keypad

Main Menu - Screen 1 

• To view Screen 2 swipe to the left

Main Menu - Screen 2

• To return to Screen 1 swipe to the right

On-screen buttons

On-screen buttons

Screen element	Action performed:
Main menu icon	Go to the Main menu. Note: You can also touch the menu key on the physical keypad to perform the same action.
	Cancel a transaction and return to the Purchase screen. Note: You can also press the red key on the terminal keypad to perform the same action.
	Delete one or more characters in a data-entry field. Note: You can also press the yellow key on the terminal keypad to perform the same action.
	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. Note: You can also press the green key on the terminal keypad to perform the same action.
	Go back to the previous screen/menu.
Help icon	To view the website address of the Moneris support page for your terminal.

Security prompts

Security prompts

You may see various security prompts before you are able to process transactions and access functions. Some examples include the time out screen (or idle screen), the temporary lock code prompt, the user ID/passcode prompt, and the Clerk ID prompt.

Review the table below on how to respond to each prompt.

Idle (time-out) screen

Idle (time-out) screen

The idle screen appears when the terminal has not been used for a minute. The idle screen shows:

• the Moneris logo
• the time
• the day and date

It protects the terminal from potential misuse while unattended.

The terminal will remain at the idle screen until you tap the screen or press a key.

Locking the screen

Locking the screen

In order to prevent unauthorized use, Moneris recommends locking the terminal screen when:

• your terminal is unattended, for example, when you are away from the cash register area;
• your business is closed. Leave the terminal powered on and lock the screen.

To lock the screen:

1. Think of a lock code you will remember (using 4 to 10 digits).
   • You cannot use consecutive numbers (such as 1234) or repeating numbers (such as 1125).
2. On the Main menu, tap Screen Lock.
   • The “Please enter a temporary lock code for this device” prompt appears.
3. Enter the lock code you determined in step 1, then tap OK.
   • The screen is locked.

To unlock the screen:

• enter the same lock code you used to lock the screen, or
• enter your user ID and passcode.

Battery management

Battery management

To maintain battery charge, use any method below:

• Direct-to-terminal charge 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.
• Charge base: Dock the terminal on the optional charging base.

Battery status indicators

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

Terminal connected to an external power source
	The "lightning bolt" portion of the battery icon appears when the terminal is connected to an external power source.

Battery charge level
The coloured bars blink (one level at a time) when the battery is charging.
100% charge or less	75% charge or less	50% charge or less	25% charge or less 1	0% charge 2

1 Recharge the battery as soon as possible. The terminal may power off. (Data will not be lost if this happens.) 

2 The terminal will power off unless connected to a power source. (Data will not be lost if the terminal powers off.)

Stand-by mode

The terminal goes to the idle screen when it has not been used for a set time period. To exit this screen, press any key and respond to any security prompts that appear, for example, "Enter your clerk ID".

Charging the battery

Charging the battery

1. Charge the terminal’s internal battery for 4 hours using one of the following methods:
   • Optional charge-only base (see below)
   • Direct-to-terminal charge cable (see below).
     Recommendations: Always plug the power cable into the power source last to avoid power surges. Use a power bar equipped with surge protection where possible. Do not use the power cable from your existing terminal, as it may damage your new terminal.
     

     Important: You must use the exact power adaptor and cables provided by Moneris to work with the Moneris Move/5000 terminal and base. Failure to do so may affect the operability of, or cause damage to, the equipment.

      

Use the charge-only base
Locate the base's power cable.
Turn the base over and open the panel cover on the underside of the base.
Insert the power cable connector into the small circular port (power) in the underside of the base. Replace the panel cover on the bottom of the base, and turn it back over. Plug the other end of the cable into a working power outlet.
Dock the terminal on the base. Ensure that the contacts slot on the underside of the terminal fits securely over the leads prong on the base.
When the terminal powers on, proceed to step 2 below.

Using the direct-to-terminal charge cable
Locate the direct-to-terminal charge cable.
Locate the power port on the left side of the terminal (marked with the power symbol ().
Insert the direct-to-terminal cable connector into the port.
Plug the other end of the cable into a working power outlet.
When the terminal powers on, proceed to step 2 below.

2. Wait for the “Welcome! Let’s get you payment ready” prompt to appear. (This should take about 60 seconds.)
3. Locate the Battery icon appearing at the top of the terminal screen in the status bar:
   
4. Wait for the Battery icon to display the "lightning bolt" icon. This indicates that the battery is charging and may take several minutes to appear.
   

   Note: The "lightning bolt" portion of the icon displays only if the terminal is connected to an external power source.

    

5. Keep the direct-to-terminal charge cable (or the optional base charge cable) connected while continuing the rest of the setup procedures.
6. Your hardware setup is complete. Go to Software setup.

Wireless communication indicators

Wireless communication indicators

There are 2 variations of the wireless terminal.

Terminals with dual communication (both 4G and Wi-Fi communication)

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.

Terminals with Wi-Fi communication only

You must set up a Wi-Fi network on the terminal in order to communicate with Moneris. You may disregard any references to 4G in this manual.

Network indicators

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

To test 4G/3G wireless communication:

1. While the terminal is powered on, confirm that the 4G/3G status icons listed above are displayed. 
2. Confirm that there is sufficient signal strength (see the Signal strength indicator table below). 

Signal strength indicator

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

Card Entry Options

Insert: Chip card

The screen displays "Tap, insert, or swipe". The customer inserts the card into the terminal’s chip reader. Note: Unless the device prompts otherwise, do not swipe a chip card even if the card has a magnetic stripe.   The customer may be prompted to key in a PIN. The chip card must remain inserted until the screen displays "Please remove your card".

Tap: Contactless cards

The screen displays "Tap, insert, or swipe". The customer taps their card over the icon that appears above the display screen. Note: The card must be tapped or waved by itself (the customer cannot leave the card in their wallet and wave it over the contactless reader).   Note: If the customer is using a mobile device, they may be directed to enter a passcode on their smartphone or tablet.   Note the following: Your merchant account must be configured for contactless functionality. Only Purchases, Refunds, and Balance Inquiries can be processed using a contactless card. The transaction amount must be equal to or less than the maximum 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. The card must be within 0.5 in. (1.3 cm) of the screen, but it does not have to touch it. The card must be tapped or waved by itself (the customer cannot leave the card in their wallet and wave it in front of the screen).

Swipe: Magnetic stripe cards

The screen displays "Tap, insert, or swipe". Swipe the card on the device’s magnetic stripe reader. Note: If the card has a chip and the terminal is enabled to read chip cards, the card must be inserted into the chip reader.