Moneris vx810 duet, Operating Manual

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8. The Moneris Gift & Loyalty Programs
8.7 Gift & Loyalty Admin Transactions
8.7.1 Gift & Loyalty Batch Close
This function closes a Moneris gift and/or loyalty card batch on the terminal and the Moneris host, and prints a
detailed transaction report.
To close a Gift & Loyalty batch:
1. On the applications menu , select GIFT & LOYALTY .
The message "Activating App..." is displayed, then the GIFT & LOYALTY transactions menu appears.
2. Press the REPORTS key (first purple key on the right).
The Reports menu appears.
3. Select Batch Close .
If the "Clerk ID" prompt appears, key in the Clerk ID and press the green OK key.
The terminal communicates with the Moneris host then the "Print Details Report?" prompt appears.
4. Choose one of the following batch summary options:
•
To include details for each transaction in the batch summary report, select Yes . This produces the same
report as a Transaction Inquiry performed for all transactions in the current batch.
OR
•
To print only totals in the batch summary report, select No .
The terminal prints the batch summary report, communicates with the Moneris host then returns to the
Reports main menu.
5. Press the red CANC ANNUL key to return to the GIFT & LOYALTY transactions menu.
8.7.2 Initialization to the Moneris Host
This function sends information about the terminal to the Moneris host and receives additional parameters and
information from the host. If you are setting up your terminal for the first time, follow the
First Initialization
instructions below.
If changes have been made to your Gift & Loyalty configuration or your Gift & Loyalty account, the terminal
may display "Initialization Required" or the Service Centre may call and ask you to re-initialize your terminal.
Follow the
Re-Initialization instructions below.
First Initialization
This function MUST be performed once, after completing configuration, in order to use your terminal to
process gift card or loyalty card transactions.
To perform the first Gift & Loyalty initialization on your terminal:
1. On the applications menu , select GIFT & LOYALTY .
The message "Activating App..." is displayed, then the GIFT & LOYALTY transactions menu appears.
2. Select Setup .
The "Password:" prompt appears.
3. Key in the manager password and press the green OK key.
4. On the Setup menu, select Initialization .
The "Ernex Term ID" prompt appears.
148 Moneris Vx810 Duet Operating Manual