Before you get started

Before you get started

Make sure you have everything you need to set up your terminal.

1. Confirm you have received the required hardware.

2. Go to Hardware setup.

Hardware setup

Hardware setup

Remove the protective film (if applicable)

If your terminal has a protective film covering the display screen, peel the film off.

Hint: Peel from the top right to the bottom left corner.

Install the paper roll

	Lift the printer latch up, and then pull back to open the lid and expose the paper well.
	Insert the paper roll into the paper well with the loose end unrolling from the top of the roll toward the back of the terminal. Note: If the paper is installed backward, your printouts will be blank.   Unroll enough paper to extend at least one inch (2.5 cm) past the back of the terminal.
	Close the lid, and press down to snap it back into place so that the extended paper is pressed securely against the closed lid and the faceplate. Note: The paper should unroll back over the top of the printer, not unroll over the faceplate.   Note: To advance the paper from the printer when the lid is closed, you must press and hold down the paper feed key when the terminal is powered on. DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.

5. Power on the terminal by pressing and holding the green key until the screen illuminates. Once powered on, proceed to Charging the battery.
6. Your hardware setup is complete. Go to Software setup.

Software and communication setup

Before getting started

There are 2 variations of the Moneris Core® Move/5000 terminal: one variation supports both cellular (4G) and Wi-Fi® communication, the other supports Wi-Fi communication only. If your terminal supports Wi-Fi only, you may disregard any references to cellular (3G and 4G) communication in this manual. Find out more about these wireless communication methods and how they are shown on your terminal.

Set up our software and network connection to Moneris

To set up your terminal software quickly, tap OK at the "Welcome! Let's get you payment ready screen", then follow the prompts on screen. If you need help, follow these step-by-step instructions.

Once you have established a network connection and synced your terminal with Moneris, go to "Securing your terminal" below.

Secure your terminal

A high security user ID and passcode are required to protect the terminal. Use this user ID/passcode to perform protected transactions and to set up other users/clerks on the terminal.

1. At the Let's secure this device screen, tap the User ID field and enter a user ID consisting of 1 to 4 digits, then tap OK.
2. Tap the Passcode field and enter a passcode consisting of 4 to 10 digits, then tap OK.
   • You cannot use 3 or more consecutive numbers such as 12387 or 654968,
   • You cannot use 3 or more repeating numbers such as 9996 or 811114.
3. Tap the Personal Identifier field and enter a name, then tap OK.
   • This field is optional.
   • It can be letters or numbers.
   • It could be your name or employee number, or another descriptor such as Manager or Supervisor.
4. Tap OK at the bottom of the screen to submit the information you entered.
   • The terminal displays “Congratulations, you're payment ready!”
5. Go to Edit your settings below to review the most common settings on your terminal to ensure they match the needs of your business.

Edit your settings

The Quick Setup menu appears after you tap 1 Edit your Settings or you press 1 on the keypad.

1. Tap each menu item to view the settings. You can edit them, if needed.

2. When finished reviewing or editing your settings, tap Next. The "Congratulations, you're payment ready!" message appears.
3. Tap OK.
4. Go to the next section below: Enroll in Merchant Direct.

Enroll in Merchant Direct

Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day reports. To sign up for Merchant Direct, follow these steps.

1. Go to Moneris.com
2. In the top, right area of the screen, click Login and select Merchant Direct.
3. Click Online Enrolment.
4. Fill in the fields in the online form to complete your enrolment.
5. Go to the next section below: Choose what to do next.

Choose what to do next

• To process a Purchase transaction, refer to Purchase and start at step 2.
• To process another transaction: From the Main Menu, tap Transactions then select the transaction you wish to perform.
• To change settings: From the Main Menu, tap Settings.
• For an overview of the terminal, refer to Using your terminal.

If you are experiencing problems with setting up communication on your terminal, go to Troubleshooting your terminal communication setup

Understanding communication options on your wireless terminal

Understanding communication options on your wireless terminal

There are 2 variations of the Moneris Core® Move/5000 wireless terminal: one variation supports both cellular (4G) and Wi-Fi® communication, the other supports Wi-Fi communication only.

Dual communication - cellular (4G) and Wi-Fi

If your terminal supports both cellular (4G) and Wi-Fi communication, the 4G icon will appear in the status bar at the top of the screen when you power on the terminal. When the terminal connects to your Wi-Fi network, the Wi-Fi icon will appear instead of 4G. As you move the terminal from one area to another, it will switch automatically to the network with the stronger signal without interrupting communication.

When the terminal switches back to the cellular network, it will display the 4G icon again.

Wi-Fi communication only

If your terminal supports Wi-Fi communication only, then only the Wi-Fi icon will appear in the status bar at the top of the screen. You may disregard any references to dual or cellular or 4G communication in this guide.

Return to software setup

Software and communication setup for wireless terminals

Software and communication setup for wireless terminals

To set up your terminal software and communication, follow these step-by-step instructions.

	Tap OK. For terminals with 4G communication: If the terminal is unable to connect to a cellular network (3G or 4G), refer to the error message "Cannot connect to host" in the Troubleshooting section and follow the instructions for a 4G connection.
	Wait while the terminal scans your environment for available Wi-Fi networks. Note: The terminal will display only Wi-Fi networks that are password protected. If your Wi-Fi network is unprotected, it will not appear on the list of available networks on the next screen.
	This screen shows the list of password-protected Wi-Fi networks found. For terminals with 4G: Moneris recommends setting up a Wi-Fi network to complement the 4G network. As the terminal’s location changes, it will automatically switch to the signal that is stronger. Choose what to do next: To connect a Wi-Fi network from the list of available networks, tap a network and then go to step 4. To scan again, tap Scan on the screen or press 1 on the keypad. To manually add a Wi-Fi network, go to Manually add a Wi-Fi network. For terminals with 4G: If you want to continue the setup using 4G communication only, go to Secure your terminal. You will be able to add a Wi-Fi network after the initial software setup.
	Provide the requested information: Wi-Fi Password: Tap the field, enter the Wi-Fi password, then tap OK. Note: The terminal will not connect to an unprotected network.   Advanced Settings: To set up a static IP address, tap Advanced Settings, then go to Advanced Wi-Fi Settings. Otherwise, go to the next step. Tap OK to connect to the Wi-Fi network you selected.
	Wait while the terminal connects to Moneris to obtain your account settings. If the terminal is unable to connect to Moneris, refer to the error message "Cannot connect to host" in the Troubleshooting section and follow the instructions for a Wi-Fi connection.

7. Once you have established a network connection and synchronize your terminal with Moneris, go to the Secure your terminal section on the software setup page.

Manually add a Wi-Fi network

Manually add a Wi-Fi network

If your terminal uses Wi-Fi only, disregard any references to 4G.

	Tap + Add Network.
	Provide the requested information: Network Name: Tap the field and enter the SSID. Network Password: Tap the field and enter the network password. Note: The terminal will not connect to an unprotected network.   Hidden network: If the network is hidden, tap the toggle to enable this field. Advanced Settings: To set up a static IP address, tap Advanced Settings then refer to Advanced Wi-Fi Settings. Otherwise, go to the next step. Tap Save to save your settings and connect to the Wi-Fi network.
	Wait while the terminal connects to Moneris to obtain your account settings. If the terminal is unable to connect to Moneris, refer to the error message "Cannot connect to host" in the Troubleshooting section and follow the instructions for a Wi-Fi connection.

5. The next step is to set up a high security user ID and passcode. Go to the Secure your terminalsection or return to Software setup.

Advanced Wi-Fi settings

Advanced Wi-Fi settings

Your terminal uses dynamic IP addressing with automatic DNS as its default settings for Wi-Fi networks. To change these settings, tap Advanced Settings and follow the instructions below.

	Under IP Address Type, tap the drop down menu and choose Static IP.
	If your Wi-Fi network is not discoverable, tap the Hidden Network toggle to enable it. Enter a value for each field: IP Address: Tap the field and enter the static IP address. Subnet Mask: Tap the field and enter the subnet mask address.
	Scroll down and enter a value for the remaining fields: Gateway: Tap the field and enter the gateway address. Primary DNS: Tap the field and enter the address of the primary DNS. Secondary DNS: Tap the field and enter the address of the secondary DNS. Tap Save when done. The terminal saves the information you entered and returns to the “network password” screen from which you accessed Advanced Settings.

6. Click one of the links below to return to the “network password” step in this manual to continue Wi-Fi setup.
   • Connect to Wi-Fi network from the list of available networks 
   • Manually add Wi-Fi network