Getting Started with the Desk/5000 or Move/5000 (Moneris)

  Heads up

Semi-integration with the Moneris Desk/5000 or Move/5000 requires POS v4.10.0+.

What's new

Moneris no longer supports batch close via semi-integration on the Desk/5000 and Move/5000

Transactions processed on your terminal are stored in a batch. In order for Moneris to transfer the funds from daily transactions into your business account, the batch must be closed. Retailers switching from the iCT250 should be aware that batch close is no longer supported via semi-integration by Moneris.

The Desk/5000 and Move/5000 terminals offer two ways to close a batch: System close and Merchant close.

• System close. Moneris automatically closes your batch for you at the end of each day. Contact Moneris to request setting up System close on your device.
• Merchant close. You close the batch yourself and verify transaction totals using the terminal. Refer to Merchant Close in the End of Day section in the applicable Moneris Online User Manual for detailed instructions on how to close your batch.

If you do not contact Moneris to request System close, you must manually close the batch on your terminal via merchant close each night or your funds will not be deposited in your business bank account.

This only applies to Moneris Desk/5000 and Move/5000 devices. All other payment processors still support batch closing via semi-integration.

Setting up your terminal

For guidance on setting up your terminal hardware and software, refer to the guides below.

Setting up your terminal hardware

• Moneris Core Desk/5000. Refer to the Moneris Core Desk/5000 Setting up Your Hardware guide available at moneris.com/support-desk5000.
• Moneris Core Move/5000. Refer to the Moneris Core Move/5000 Setting up Your Hardware guide available at moneris.com/support-move5000.

Setting up your terminal software

• Moneris Core Desk/5000. Refer to the Moneris Core Desk/5000 Setting up Your Software guide available at moneris.com/support-desk5000.
• Moneris Core Move/5000. Refer to the Moneris Core Move/5000 Setting up Your Software guide available at moneris.com/support-move5000.

Terminal settings

There are numerous features and settings available on your terminal. For a full list, refer to the guides below.

• Moneris Core Desk/5000. Refer to the Moneris Core Desk/5000 Terminal: Online User Manual available at moneris.com/support-desk5000.
• Moneris Core Move/5000. Refer to the Moneris Core Move/5000 Terminal: Online User Manual available at moneris.com/support-move5000.

Accessing the settings menu

To access the settings menu, go to the Main menu and select Settings.

Setting up tipping

To enable tipping on your Moneris device, follow these steps.

1. From the Main menu, select Settings > Application (or Quick Setup) > Tip.
2. Respond to any security prompts that appear.
3. Edit the tip settings. For a breakdown of Moneris tip settings, refer to the applicable Moneris Online User Manual linked at the top of the terminal settings section in this article.
4. When you're finished setting the tip options, select Save. The screen returns to the Application Settings menu (or the Quick Setup menu if you accessed it from there).
5. When “Settings Saved” appears, press the green key to clear the message.
6. To go to the default screen, press the red cancel key. Enter clerk ID if needed.
7. To go to the Main menu, press the menu key.

Editing receipt settings

Follow these steps to enable the options for how a customer can receive their receipt (email, text, none, in addition to Print which is always available). If Cardholder Choice is turned off, receipts are printed by default.

1. From the Main menu, select Settings > Application (or Quick Setup) > Receipt.
2. Respond to any security prompts that appear.
3. Edit the receipt settings. For a breakdown of Moneris receipt settings, refer to the applicable Moneris Online User Manual linked at the top of the terminal settings section in this article. Notable receipt settings:
   • Cardholder Choice. Turn this feature on to give your customers a choice of how to receive their receipts. If you turn off these three options, the terminal will automatically print the customer receipt without any prompt.
   • Number of Merchant Receipts. This setting determines how many copies of the merchant receipt are printed. To change the default value, tap the field, select a new value, then tap OK.
4. When you're finished setting the receipt options, select Save. The screen returns to the Application Settings menu (or the Quick Setup menu if you accessed it from there).
5. When “Settings Saved” appears, press the green key to clear the message.
6. To go to the default screen, press the red cancel key. Enter clerk ID if needed.
7. To go to the Main menu, press the menu key.

  Heads up

To adjust where the receipts print when your device is semi-integrated, select Settings > Application > Integration. Use the Print on terminal toggle to disable/enable support for printing receipts on the terminal. This option is enabled by default. If you disable it, all receipts will print on your POS printer.

Communication settings

On the Desk/5000, this screen allows you to set up your terminal to communicate with your network. You can choose dynamic IP or static IP addressing.

To access ethernet settings or edit IP addressing on the Desk/5000, follow these steps.

1. From the Main menu, select Settings > Communication > Communication Setup.
2. Respond to any security prompts that appear.
3. Select the IP Address Type field and select Static IP or Dynamic IP.
   • Static IP. Complete the rest of the fields on the screen. If you need assistance with these fields, contact your network administrator.
   • Dynamic IP. Complete the rest of the fields on the screen. If you need assistance with these fields, contact your network administrator.
4. When you've completed all of the fields, select Save. If you changed the IP Address Type (from static IP to Dynamic IP or vice versa), the terminal will reboot, as indicated by the notification on screen “The terminal will now reboot. Please wait”. If you changed one of the other fields, the screen returns to the Communication Settings menu. Go to the next step.
5. When “Settings Saved” appears, press the green key to clear the message.
6. To go to the default screen, press the red cancel key. Enter clerk ID if needed.
7. To go to the Main menu, press the menu key.

On the Move/5000, the Communication Setup screen allows you to set up, view, and modify your wireless communication settings. You can choose cellular (4G) or Wi-Fi or both. Semi-integration is not available when 4G is enabled, so we recommend connecting to Wi-Fi only.

To edit 4G + Wi-Fi settings or connect to a wireless network on the Move/5000, follow these steps.

1. From the Main menu, select Settings > Communication > Communication Setup.
2. Respond to any security prompts that appear.
3. Tap the Cellular toggle to enable or disable cellular communication.
   • Semi-integration is not available when cellular communication is enabled. We recommend leaving this disabled.
4. Tap the Wi-Fi toggle to enable or disable Wi-Fi communication.
   • The terminal scans your environment for Wi-Fi networks and displays a list of available networks. Only protected networks are displayed.
   • To connect to one of the networks displayed, tap the network name, enter the Wi-Fi password, and select OK.
   • Your terminal uses dynamic IP addressing with automatic DNS as its default settings for Wi-Fi networks. To change these settings, go Advanced Settings and change the IP address from dynamic to static.
5. If you made any changes on this screen, tap Save. When “Settings Saved” appears, press the green key to clear the message. If you did not make any changes, tap Back.
6. To go to the default screen, press the red cancel key. Enter clerk ID if needed.
7. To go to the Main menu, press the menu key.

How do I check the current communication settings on my payment terminal?

Use the Communication Report to find out detailed information about your terminal settings, like your terminal IP address or Wi-Fi network.

To generate the Communication Report, follow these steps.

1. On the Main menu, select Reports > Settings Reports > Communication.
2. Respond to any security prompts that appear.
3. The terminal displays the Communication Report.
4. Optional: To print, tap Print or press 1 on the keypad.
5. To clear the screen and go back to the Settings Reports menu, tap OK.

Setting up your terminal in semi-integration mode

Semi-integrated mode is an operating mode that connects your Moneris payment terminal with the GT POS while maintaining separation between payment information and other systems. When the terminal is in semi-integrated mode, the salesperson simply selects Card at checkout to send the amount owed to the payment terminal. The payment terminal sends the approval message back to the POS, and your POS automatically completes the transaction.

How do I enable semi-integration mode?

To enable semi-integration mode, complete the below and see the article How to set up semi-integration on your Desk/5000 or Move/5000 (Moneris).

1. Set up your terminal’s hardware and software.
2. For wireless terminals (Move/5000): Disable cellular communication, enable Wi-Fi, and set up a Wi-Fi connection.
3. Ensure you can process transactions in stand alone mode in order to verify your terminal is connected to your network and to the Moneris Host.

More Information

For more information, see the articles:

• What is semi-integrated mode?
• How to set up semi-integration on your Desk/5000 or Move/5000 (Moneris)
• Why aren't the funds from my payment terminal deposited into my bank account?
• Why aren't the payments recorded in GlobalTill equal to the amount deposited into my bank account each night?