Moneris Mobile 8300, Manual

Page 1: ...Loyalty Programs Using Your Terminal for Loyalty and Tracking Programs For Moneris Mobile 8300 ...

Page 2: ...______________________________________ Contents Loyalty programs 1 Loyalty card entry options 1 Administrative transactions 2 Basic Loyalty transactions 5 Enhanced Loyalty transactions 8 Pro Loyalty transactions 12 Tracking transactions 17 Receipts 21 Reporting 23 End of day process 25 Troubleshooting 26 ...

Page 3: ...makes a purchase you swipe the Tracking loyalty card so the cardholder can earn points towards rewards The transaction data is passed to the Loyalty Program Provider who then awards points to the customer s account Loyalty card entry options There are two ways to perform transactions with a loyalty card using the terminal Swipe 1 Wait for the Swipe or Enter Card prompt to appear on the terminal di...

Page 4: ...he Setup menu 6 Press the red CANC ANNUL key to return to the Gift Loyalty transactions menu 7 Press the asterisk key to return to the applications menu Activating a card Basic Loyalty Enhanced Loyalty Loyalty cards are activated before they are shipped to you so no activation process is required Tracking Loyalty Tracking loyalty cards are activated by the Loyalty Program Provider so no activation...

Page 5: ...ns a gift card Purchase transaction at the Total Amount 0 00 prompt Refer to the Merchant receipt for the amount to charge Refer to the Gift Card Program Using Your Terminal guide for instructions on processing a gift card Purchase Visit moneris com guides to download a free copy of the guide Cash the Activation transaction is completed After the transaction the terminal returns to the Gift Loyalt...

Page 6: ...l To deactivate a Tracking loyalty card the cardholder must contact the Loyalty Program Provider under which the card is enrolled Important Once a loyalty card has been deactivated it can never be used again 1 On the applications menu select GIFT LOYALTY 2 On the Gift Loyalty transactions menu scroll down and select Deactivate If the Password prompt appears key in the manager password and press th...

Page 7: ...ation Completion to award points that were pre allocated in the initial Pre authorization Processing a loyalty Pre authorization The Pre authorization transaction does not award points on approval but rather pre allocates points that will be awarded on the Pre authorization Completion A Card Inquiry see page 6 will not include these points in the card balance until the Completion has been processe...

Page 8: ...he red CANC ANNUL key to return to the Gift Loyalty transactions menu 6 Press the asterisk key to return to the applications menu Processing a loyalty Pre authorization Completion 1 Process the Pre authorization Completion transaction on your terminal 2 On the applications menu select GIFT LOYALTY 3 On the Gift Loyalty transactions menu select Pre Auth 4 On the Pre Auth menu select Completion The ...

Page 9: ...n the card number and press the green OK key If the Clerk ID prompt appears key in the Clerk ID and press the green OK key The Ernex Ref Number prompt appears 6 Key in the loyalty reference number printed on the loyalty Purchase receipt and press the green OK key If the Invoice Number prompt appears key in the Invoice Number and press the green OK key 000 Approved appears 7 Press the green OK key ...

Page 10: ...ars 7 Press the green OK key to print the Customer copy of the receipt 8 Tear the receipt and press the green OK key to print the Merchant copy of the receipt and return to the Gift Loyalty transactions menu 9 Press the asterisk key to return to the applications menu Loyalty Pre authorizations Process a Pre authorization to pre allocate points if you know that you will NOT have the loyalty card av...

Page 11: ...saction select Yes Proceed to step 5 o To cancel the operation and return to the Pre Auth menu select No o To locate another pre authorization to delete select Next Once the desired transaction is displayed select Yes to delete it Proceed to step 5 OR To locate the pre authorization by loyalty card number select Acct The Last 4 digits prompt appears Key in the last four digits of the loyalty card ...

Page 12: ...ave earned 600 points the terminal will redeem points for only one Reward and print only one Reward Coupon In the above example the remaining coupons will be generated in increments of the Reward Threshold Level during subsequent transactions with the same card Redeeming points manually If your loyalty program has been set up for Manual Redemption follow the steps below to manually initiate a Rede...

Page 13: ...copy of the receipt 8 Tear the receipt and press the green OK key to print the Merchant copy of the receipt and return to the Gift Loyalty transactions menu 9 Press the asterisk key to return to the applications menu Voiding a loyalty transaction Follow the steps below to void a loyalty card transaction in the current batch IMPORTANT A Void must be performed in the same batch and for the same amou...

Page 14: ...d press the green OK key to print the Merchant copy of the receipt and return to the Gift Loyalty transactions menu 9 Press the asterisk key to return to the applications menu Loyalty Pre authorizations Process a Pre authorization to pre allocate points if you know that you will NOT have the loyalty card available later for the Completion Process the Pre authorization Completion to award points th...

Page 15: ...ransaction is displayed select Yes to delete it Proceed to step 5 OR To locate the pre authorization by loyalty card number select Acct The Last 4 digits prompt appears Key in the last four digits of the loyalty card used and press the green OK key Transaction details appear Choose one of the following o To delete the displayed transaction select Yes Proceed to step 5 o To cancel the operation and...

Page 16: ...he terminal will redeem points for only one Reward and print only one Reward Coupon In the above example the remaining coupons will be generated in increments of the Reward Threshold Level during subsequent transactions with the same card If you have set up multiple Reward Threshold Levels the maximum threshold will be used for the first coupon and for the remaining coupons as long as the points a...

Page 17: ...the receipt and press the green OK key to print the Merchant copy of the receipt d If you selected DbCr the terminal automatically begins a debit or credit Purchase transaction at the Amount 0 00 prompt Refer to the Merchant receipt for the amount to charge Gift the terminal automatically begins a gift card Purchase transaction at the Total Amount 0 00 prompt Refer to the Merchant receipt for the ...

Page 18: ...Approved appears 7 Press the green OK key to print the Customer copy of the receipt 8 Tear the receipt and press the green OK key to print the Merchant copy of the receipt and return to the Gift Loyalty transactions menu 9 Press the asterisk key to return to the applications menu Voiding a loyalty transaction Follow the steps below to void a loyalty card transaction in the current batch Important ...

Page 19: ...R If the amount is the same as the amount entered before just press the green OK key 000 Approved appears 7 Press the green OK key to print the Customer copy of the receipt 8 Tear the receipt and press the green OK key to print the Merchant copy of the receipt and return to the Gift Loyalty transactions menu 9 Press the asterisk key to return to the applications menu Pre authorizations Process a P...

Page 20: ...transaction select Yes Proceed to step 5 o To cancel the operation and return to the Pre Auth menu select No o To locate another pre authorization to delete select Next Once the desired transaction is displayed select Yes to delete it Proceed to step 5 OR To locate the pre authorization by loyalty card number select Acct The Last 4 digits prompt appears Key in the last four digits of the loyalty c...

Page 21: ... full or partial amount of the Purchase 1 Process the Refund on your terminal 2 On the applications menu select GIFT LOYALTY 3 On the Gift Loyalty transactions menu select Refund If the Password prompt appears key in the manager password and press the green OK key The Total Amount prompt appears 4 Key in the total dollar amount of the transaction including tax and tip key in the dollar amount prin...

Page 22: ...down and select Void If the Password prompt appears key in the manager password and press the green OK key The Swipe or Enter Card prompt appears 3 Swipe the Tracking loyalty card or key in the card number and press the green OK key If the Clerk ID prompt appears key in the Clerk ID and press the green OK key The Ernex Ref Number prompt appears 4 Key in the loyalty reference number printed on the ...

Page 23: ... transaction for which you want to print a receipt and press the green OK key The terminal prints the receipt and returns to the Reprints menu 4 Press the red CANC ANNUL key to return to the Gift Loyalty transactions menu 5 Press the asterisk key to return to the applications menu Loyalty reference number A loyalty card transaction s reference number is printed at the bottom of each receipt Ref Yo...

Page 24: ...22 Receipt Basic Loyalty program Receipt Enhanced Loyalty Pro Loyalty program ...

Page 25: ...ppears then select Slct OR To include all card types select All 5 At the Card prompt Key in the desired card number and press the green OK key OR Press the green OK key to include all card numbers 6 At the Enter Amount 0 00 prompt Key in the desired amount and press the green OK key OR Press the green OK key to include all amounts 7 At the Date MMDDYY prompt Key in the desired date and press the g...

Page 26: ...K key To print sub totals for a group of clerks a Select Grp b At the Enter Group prompt key in the desired the Group ID and press the green OK key To print sub totals for a list of clerks a Select List b At the Add Clerk Group ID prompt key in the desired Clerk ID or Group ID and press the green OK key The Add more prompt appears c To include another clerk s or group s sub totals in the report se...

Page 27: ...ons menu 6 Press the asterisk key to return to the applications menu Closing a batch This transaction closes the current batch of loyalty card transactions and settles with the Moneris host Important A Batch Close must be completed daily Note Moneris recommends printing a Stored Transactions Report p 47 before performing a Batch Close to ensure batch totals are balanced If totals are not balanced ...

Page 28: ...the card again this time more slowly or quickly or from front of the terminal to the back You can also key in the card number Error message Solution ERNEX INITIALIZATION FAILED There has been a terminal host or communication problem during initialization with the Moneris host Press the green OK key to return to the Gift Loyalty transactions menu Try to re initialize again see Initializing the term...

Page 29: ...ction amount over maximum You have entered a Purchase amount that is greater than the maximum allowable for your loyalty program Enter a valid amount Error message Solution XXX Transaction Code Invalid You tried to use a Tracking loyalty card to do one of the following transactions on the terminal Activation or Deactivation However these transactions on the terminal are not supported by the Tracki...

Page 30: ... is enrolled stores card and points information To obtain a Tracking loyalty card s points balance summary the cardholder must contact the Loyalty Program Provider under which the card is enrolled At the Redemption screen the Tracking Program name appears and nothing happens when the Tracking loyalty card is swiped You have used a Tracking loyalty card in a Redemption transaction Redemption transa...

Page 31: ...orporation 3300 Bloor Street West Toronto Ontario M8X 2X2 All Rights Reserved This guide shall not wholly or in part in any form or by any means including electronic mechanical and photocopying be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation Moneris This guide is for informational purposes only Neither Moneris nor any of its affiliates shall be liable f...