V400m

V400m - Setting Up Your Terminal


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.

V400m terminal

Power cable

Paper roll

Optional charge-only base

  1. Go to 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

  1. Lift the printer latch up, and then pull back to open the lid and expose the paper well.

  1. 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.

     
  2. Unroll enough paper to extend at least one inch (2.5 cm) over the top of the lid.

  1. Close the lid, and press down to snap it back into place so that the extended paper is pressed securely against the top of the closed lid.

    Note: The paper should unroll back over the top and back of the terminal, not unroll over the faceplate.

    Warning! DO NOT attempt to manually advance the paper by pulling it as this will damage the printer.

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

 

Software and communication setup

Before getting started

Your terminal supports both cellular (4G) and Wi-Fi communication. Find out more about these wireless communication methods and how they are shown on your terminal.

 

Set up your software and your 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.

Note: If you are setting up a replacement terminal and your previous terminal was also a Moneris Core terminal, the user ID/passcode setup prompt will not appear. Moneris will download the high security user ID/passcode you created when setting up your first 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 as12387 or 654968,
    • You cannot use 3 or more repeating numbers such as9996 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.
Tip Settings Use this screen to turn tip entry on or off. Once tipping is on, you can set the options that your customers will see when leaving a tip.
Multi-Terminal Settings Use this screen to enable multi-terminal support, such as multi-terminal batch close and multi-terminal reports.
Clerk Settings Use this screen to turn clerk IDs on or off. Once clerk IDs are on, you can create new clerk IDs and display clerk IDs.
Receipt Settings

Use this screen to:

  • enable the options for how a customer can receive their receipt (email, text, and no receipt, in addition to printing which is always available)
  • enable or disable specific options for customer receipts (for example, enable print and text only)
  • set the print delay (in seconds) between the customer and merchant copies being printed
  • specify the number of merchant receipt copies
  • set up or modify a header on your receipts
  • set up or modify a footer on your receipts
  1. When finished reviewing or editing your settings, tap Next. The "Congratulations, you're payment ready!" message appears.
  2. Tap OK.
  3. Go to the next section below: V400m - Setting Up Your Terminal.

 

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.

Note: If you have already enrolled for Merchant Direct, you do not have to enroll again.

 
  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 communication setup.

 

Understanding communication options on your wireless terminal

Understanding communication options on your wireless terminal

Your terminal supports both cellular (4G) and Wi-Fi communication.

 

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

For terminals that support 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.

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.

  1. Tap OK.
    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.
  1. 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.

     
  1. This screen shows the list of password-protected Wi-Fi networks found.
    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.
    • 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.
  1. 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.
  2. Tap OK to connect to the Wi-Fi network you selected.
  1. 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.
  1. Once you have established a network connection and synchronised 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

  1. Tap + Add Network.
  1. Provide the requested information:
    • Network Name: Tap the field and enter the SSID.

      Note: The terminal will not connect to an unprotected network.

       
    • Network Password: Tap the field and enter the network password.
    • 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.
  2. Tap Save to save your settings and connect to the Wi-Fi network.
  1. 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.
  2. The next step is to set up a high security user ID and passcode. Go to the Secure your terminal section 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.

  1. Under IP Address Type, tap the drop-down menu and choose Static IP.
  1. If your Wi-Fi network is not discoverable, tap the Hidden Network toggle to enable it.
  2. 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.
  1. 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.
  2. Tap Save when done. The terminal saves the information you entered and returns to the “network password” screen from which you accessed Advanced Settings.
  1. Click one of the links below to return to the “network password” step in this manual to continue Wi-Fi setup.

 

Troubleshooting your terminal communication setup

Troubleshooting your terminal communication setup

Error messages

Click on each error message link to see troubleshooting solutions.