2
Administrative transactions
Initializing the terminal
You must initialize your terminal when you first configure
it for the loyalty program, and when prompted by the
terminal after a program change request has been
processed (e.g. activation or deactivation of Bonus Code
functionality, if applicable to your program).
1.
On the applications menu, select GIFT & LOYALTY.
2.
On the Gift & Loyalty transactions menu, scroll down
and select Setup.
If the “Password:” prompt appears, key in the
manager password and press the green OK key.
3.
On the Setup menu, scroll down and select
Initialization.
If there are transactions in the open batch, the “Batch
Not Empty Close Batch?” prompt appears.
•
To close the batch and delete all transactions from
the terminal memory, select Yes.
OR
•
To leave the batch open and keep all transactions
in the terminal memory, select No. (This is
recommended.)
The “Ernex Term ID:” prompt appears.
4.
Choose one of the following:
•
To accept the
displayed ID
, press the green OK key.
OR
•
To change the Ernex Terminal ID:
a.
Press the red CANC ANNUL key.
b.
On the Setup menu, select Merchant.
c.
Select Next until “Ernex Term ID” appears.
d.
Select Edit and key in the new terminal ID.
e.
Press the green OK key to accept your input.
f.
Select Exit.
g.
Select OK key to save your changes.
The terminal returns to the Setup menu.
h.
Return to step 3.
The terminal communicates with the Moneris host
and “000 Approved” appears after the initialization is
completed successfully.
5.
Press the green OK key to return to the 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 process is required.
Pro Loyalty:
Depending on how your program is set up, the loyalty
cards you have may require activation on your terminal,
or they may have been activated before they were shipped
to you.
Note:
Moneris recommends that you store any
pre-
activated
loyalty cards in a secure location, and that you
provide a card to a customer
only after
he or she has
provided basic contact information and written consent to
participate in the program.
Following a card activation, points may be deducted
periodically from the card due to user inactivity (your
program must be configured to allow for this). To
determine your program configuration: ask your manager,
visit the Merchant Web Portal if available to you, or call the
Moneris Merchant Service Centre.
If your cards are not pre-activated, follow the steps below
to activate them.
1.
On the applications menu, select GIFT & LOYALTY.
2.
On the Gift & Loyalty transactions menu, select
Activate/Load.
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 loyalty card or key in the card number and
press the green OK key.
If “Clerk ID:” appears, key in the Clerk ID and press the
green OK key.
If a prompt appears for additional data (e.g. “Bonus
Code” or “Reference Code”):
