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27 

 
 

Error message 

Solution 

Invalid Password 

Press the red CANC ANNUL key, then 
re-enter the manager password and 
press the green OK key. 

IMPORTANT: If the manager 

password is entered incorrectly five 

times in a row, the terminal will lock 

and will be unable to perform 

transactions. To unlock the terminal, 

contact the Moneris Merchant 

Service Centre and request a 

password reset.

 

Invalid 
redemption 
points/amount 

You have entered a redemption 
value that is outside the minimum 
or maximum value allowable for 
your loyalty program. 
Re-enter a valid $ amount.  

Matching 
Transaction Not 
Found  
RECORD NOT 
FOUND 

No transaction matching the 
reference number you entered could 
be found in terminal memory. Check 
the number and try again. 

“NO TOTALS 
AVAILABLE” 
appears and is 
printed on the 
Gift & Loyalty 
Batch Close 
report. 

A Batch Close has been sent to the 
Moneris host, but there are no 
transaction totals at the host. 

REFUND AMOUNT 
GREATER THAN 
ORIGINAL 

The $ amount you have entered for 
a Refund is greater than the amount 
in the original Purchase transaction.  
Press the green OK key and retry the 
Refund with the correct amount. 

SYSTEM ERROR 
PLEASE TRY LATER 

One or more configuration 
parameters may have been set up 
incorrectly or the terminal is unable 
to communicate with the Moneris 
host. 
Check the parameter configuration 
and make the necessary corrections. 
You will need to re-initialize your 
terminal (see 

Initializing the 

terminal

 on page 4) before 

processing any transactions.  

Transaction 
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 Tracking 
program configured for your 
account. 
  
Press the green OK key. If you were 
activating a card, you will be 
returned to the Activate/Load 
screen. If you had tried to deactivate 
a Tracking loyalty card, you will be 
returned to the Gift & Loyalty 
transactions menu.  
 
To activate or deactivate a Tracking 
loyalty card, the customer must 
contact the Loyalty Program Provider 
under which their card is enrolled.  

TRANSACTION 
NOT FOUND 
 

No loyalty transaction matching the 
reference number you entered could 
be found in terminal memory.  
Check the number and try again. 

 

Other problems 

Problem 

Solution 

Points balance is 
negative. 

A negative points balance is 
possible if you have chosen 
this option during program 
setup.  

Terminal does not 
respond when 
entering a $ amount 
and pressing the green 
OK key. 

You have attempted to enter 
$0.00 as the loyalty card total 
transaction or Pre-Tax 
amount.  
 
Re-enter the correct amount.  

Only one Reward 
coupon prints 
although the loyalty 
card has reached the 
Reward Threshold Level 
multiple times. 

For Automatic Redemption, a 
cardholder may redeem only 
one Reward Coupon per 
transaction (a Reward is 
equal to the Reward 
Threshold Level).  
 
Inform the cardholder that 
he/she can receive the 
remaining Reward Coupons 
during subsequent 
transactions with the same 
card. 

Содержание Mobile 8300

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

Страница 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 ...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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 ...

Страница 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 ...

Страница 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...

Страница 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 ...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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 ...

Страница 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 ...

Страница 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...

Страница 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...

Страница 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...

Страница 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 ...

Страница 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...

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

Страница 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...

Страница 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...

Страница 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 ...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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