Moneris MOVE-5000 User Manual
Moneris Core® Wireless
Move/5000
Using Your Terminal
(Oct 2019)
Need help?
Web: moneris.com/support-move5000
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:
____________________________________
Contents
Setting up your terminal ............................................................................................................................. 3
Moneris Core® Wireless Move/5000 terminal ............................................................................................. 4
Terminal keys and hardware .............................................................................................................................. 5
On-screen buttons .............................................................................................................................................. 6
Navigating the terminal ...................................................................................................................................... 6
Touch screen interaction ................................................................................................................................................ 6
Start up ........................................................................................................................................................................... 7
Getting to the Main menu .............................................................................................................................................. 7
Main menu ......................................................................................................................................................... 8
Security prompts ................................................................................................................................................ 9
Locking the screen ............................................................................................................................................10
Wireless communication .......................................................................................................................... 11
Network status indicator ..................................................................................................................................11
Signal strength indicator ...................................................................................................................................11
Battery use ............................................................................................................................................... 12
Helpful hints .....................................................................................................................................................12
Battery status indicators...................................................................................................................................12
Stand-by mode .................................................................................................................................................12
Power on ...........................................................................................................................................................12
Power off ..........................................................................................................................................................13
Card entry options .................................................................................................................................... 14
Insert: Chip cards ..............................................................................................................................................14
Wave/Tap: Contactless cards ...........................................................................................................................14
Swipe: Magnetic stripe cards ...........................................................................................................................14
Transactions ............................................................................................................................................. 15
Transaction guidelines ......................................................................................................................................15
Processing purchase transactions when your Internet connection is down ....................................................16
Notification before performing a SAF purchase transaction ........................................................................................ 16
Purchase - debit/credit .....................................................................................................................................17
Partially approved Purchase .............................................................................................................................17
Balance inquiry on pre-paid credit cards ..........................................................................................................18
Refund - debit/credit ........................................................................................................................................19
Void ...................................................................................................................................................................20
Pre-authorization ..............................................................................................................................................21
Completion .......................................................................................................................................................22
Merchant prompts ...........................................................................................................................................23
Purchase and pre-authorization ................................................................................................................................... 23
Refund .......................................................................................................................................................................... 24
Void ............................................................................................................................................................................... 24
Customer prompts ............................................................................................................................................25
Purchase and Pre-authorization ................................................................................................................................... 25
Refund .......................................................................................................................................................................... 27
Moneris Core® Move/5000: Using Your Terminal 1
Void ............................................................................................................................................................................... 28
Receipts ................................................................................................................................................... 29
Processing receipts from a transaction ............................................................................................................29
Customer copy .............................................................................................................................................................. 29
Merchant copy .............................................................................................................................................................. 29
Reprinting receipts ...........................................................................................................................................30
Reprint both customer and merchant receipt for the last transaction ........................................................................ 30
Reprint both customer and merchant receipt for a previous transaction ................................................................... 30
Receipt examples ..............................................................................................................................................31
Original receipt ............................................................................................................................................................. 31
Partial approval receipt ................................................................................................................................................ 32
Signing a credit card receipt ......................................................................................................................................... 32
Card masking ....................................................................................................................................................32
Reports .................................................................................................................................................... 33
Merchant Direct reporting ...............................................................................................................................33
Transaction reports ..........................................................................................................................................33
Clerk totals report ......................................................................................................................................................... 33
Terminal totals report ................................................................................................................................................... 34
Transaction Details report ............................................................................................................................................ 34
Pre-Authorization report .............................................................................................................................................. 35
Tip totals report ............................................................................................................................................................ 35
Settings reports ................................................................................................................................................36
Basic terminal report .................................................................................................................................................... 36
Enhanced report ........................................................................................................................................................... 36
End of day process .................................................................................................................................... 37
System close .....................................................................................................................................................37
Merchant close .................................................................................................................................................38
Troubleshooting ....................................................................................................................................... 39
Error messages on the Move/5000 terminal ...................................................................................................39
Equipment issues ..............................................................................................................................................41
Other issues ......................................................................................................................................................41
Merchant support .................................................................................................................................... 42
Moneris Core® Move/5000: Using Your Terminal 2
Setting up your terminal
To do this:
Refer to:
Set up your terminal hardware
The Moneris Core® Move/5000 Setting up Your Hardware guide
available at moneris.com/support-move5000.
Set up your terminal software
including Wi-Fi communications.
Note: No setup is required for
cellular (4G) communication.
The Moneris Core® Move/5000 Set up Your Software guide available
at moneris.com/support-move5000.
Moneris Core® Move/5000: Using Your Terminal 3
Moneris Core Wireless Move/5000 terminal
Use this wireless, all-in-one terminal and PINpad to process transactions virtually anywhere with cellular
coverage and/or Wi-Fi coverage. Both you and your customer will enter information and respond to prompts on
the terminal. When directed on screen, pass the terminal to the customer. When the customer has finished,
they will pass the terminal back to you as directed on screen. Respond to the prompts to complete the
transaction.
Moneris Core® Move/5000: Using Your Terminal 4
Terminal keys and hardware
Label
Terminal key or hardware
Function
1
Menu key
Go to the Main menu.
2
Red key
Cancel a transaction or function.
(Same as tapping the Cancel button on the
display screen)
3
Yellow key
Delete one or more characters in a data field.
(Same as tapping the Delete button on the
display screen)
4
Green key
Accept or submit data.
(Same as tapping the OK button on the
display screen)
5
Paper feed key
Advance the receipt paper.
6
Printer
Print receipts and reports.
7
Keypad
Enter numerical data.
To enter a period or other punctuation, use
the punctuation key.
8
Magnetic stripe reader
Read card information when a card is swiped.
9
Chip reader
Read card information when a chip card is
inserted.
10
Display screen
Display information.
11
Contactless reader (internal)
Read card information when a card is tapped.
Moneris Core® Move/5000: Using Your Terminal 5
On-screen buttons
Screen element
Action performed
Main menu icon
Go to the Main menu.
Note: You can also touch the key on the terminal keypad to perform
the same action.
Cancel a transaction and return to the Purchase screen.
Note: You can also press the red key on the terminal keypad to
perform the same action.
Delete one or more characters in a data-entry field.
Note: You can also press the yellow key on the terminal keypad to
perform the same action.
Submit the data shown on-screen. For example, tap OK to indicate the
transaction amount is correct.
Accept/confirm the choice or information displayed on-screen.
Note: You can also press the green key on the terminal keypad to
perform the same action.
Go back to the previous screen/menu.
Help icon
To view the website address of the Moneris support page for your terminal.
The screen of your terminal is touch sensitive, like a smartphone. You can move around the application and
choose options by touching the appropriate element on screen. Here are the most common icons and buttons
that you should be familiar with.
Navigating the terminal
Touch screen interaction
Your Moneris terminal features a color touch screen.
To access a function displayed on screen (for example, a button, a menu, a field), simply use your finger to
tap the item on the screen, or if a number is displayed beside the button text (for example, )
press that number on the terminal keypad.
To view content (for example, a menu or report) that extends past the bottom of the screen, swipe up.
Swipe down to go back to the top of the screen.
The Main menu includes two screens. Swipe left to view screen 2. Swipe right to go back to screen 1.
Moneris Core® Move/5000: Using Your Terminal 6
Start up
Main menu screen 1
Swipe left to view screen 2.
Main menu screen 2
Swipe right to return to screen 1.
If the “Card Not Present” function is disabled, the icon for “Card Not Present” will not appear on the
Main menu. You will see the Language icon instead.
When the terminal starts up (after your initial setup), it will go directly to the Purchase screen. However, there
may be one or more security prompts (refer to page 9) that appear before you see the Purchase screen.
Getting to the Main menu
You can access all of the terminal functions from the Main menu. To get to the Main menu, use one of these
methods:
Tap the Main Menu icon on the screen (if it is available).
Press the Menu key on the keypad.
Moneris Core® Move/5000: Using Your Terminal 7
Main menu
Menu item
Use this menu to:
Reprint
Reprint the last receipt or another receipt. Go to Reprinting receipts on page
30.
Screen Lock
Lock the screen using a temporary lock code. Go to Locking the screen on
page 10.
End of Day
Close your batch and print batch reports. Go to End of day process on page
37.
Quick Setup
Launch the Quick Setup procedure to set up the most common settings on
your terminal. Go to “Edit your settings using the Quick Setup menu” in the
Move/5000 Setting up Your Software guide available at
moneris.com/support-move5000.
Software Update
Display the Software Update menu. You can check for software updates, sync
your settings with the Moneris cloud, or sync all functions with the Moneris
host. For more information, go to the Move/5000 Online Operating Manual
available at moneris.com/support-move5000.
Card Not Present
Turn on or off the ability to process financial transactions when the
customer’s card is not present; for example, email and telephone orders. For
more information, go to the Move/5000 Online Operating Manual available
at moneris.com/support-move5000.
Note: If this function is off, the icon will not appear on the main menu.
Language
Set the language of the terminal to French or English. Tap the icon, select a
language, and tap Save.
Power Off
Tap this icon to power off the terminal. See Power off on page 13 for more
information.
Transactions
Display the Transactions menu. Go to the Transactions section on pages 15-28
for transaction guidelines and instructions for each procedure.
Reports
Display the Reports menu to run reports on transactions or on settings. Go to
Reports on page 33.
Settings
Display the Settings menu. For information and instructions for all settings, go
to the Move/5000 Online Operating Manual available at
moneris.com/support-move5000.
To navigate to the Main menu, refer to Getting to the Main menu on page 7.
Moneris Core® Move/5000: Using Your Terminal 8
Security prompts
Screen image
Prompt
Action
Screen saver
showing the date
and time (idle
screen)
The application has timed out.
Tap the screen or press any key to continue.
Enter Temporary
Lock code
This screen appears if you locked the terminal using a
temporary lock code.
To unlock, enter your temporary lock code.
You can also tap Use a User ID and Passcode instead. See
below.
Please enter your
User ID and
Passcode
To use protected menus and transactions, you must identify
yourself by user ID and passcode.
1. Tap the User ID field and enter your user ID.
2. Tap the Passcode field and enter your passcode.
3. Tap OK.
Enter Clerk ID
Key in your clerk ID, then tap OK. To set up clerk IDs, refer to
the Move/5000 Setting up Your Software guide at
moneris.com/support-move5000.
You may see various security prompts before you are able to process transactions and access functions. Some
examples include the screen saver (idle screen), the temporary lockcode prompt, the user ID/passcode prompt,
and the Clerk ID prompt.
Review the table below on how to respond to each prompt.
Moneris Core® Move/5000: Using Your Terminal 9
Locking the screen
In order to prevent unauthorized use, Moneris recommends locking the terminal screen when:
your terminal is unattended, for example, when you are away from the cash register area;
your business is closed. Leave the terminal powered on and lock the screen.
To lock the screen:
1. Think of a lock code you will remember (using 4 to 10 digits).
You cannot use 3 or more consecutive numbers (such as 1236) or 3 or more repeating numbers (such as
11125).
2. On the Main menu, tap Screen Lock.
The “Please enter a temporary lock code for this device” prompt appears.
3. Enter the lock code you determined in step 1, then tap OK.
The screen is locked.
To unlock the screen:
enter the same lock code you used to lock the screen, or
enter your user ID and passcode.
Moneris Core® Move/5000: Using Your Terminal 10
Wireless communication
Icons on the
status bar
Description
4G
The terminal is currently connected to and using the authorized carrier's 4G wireless network.
3G
The terminal is currently connected to and using the authorized carrier's 3G wireless network
(as fallback).
Wi-Fi
The terminal is currently connected to and using your local Wi-Fi network.
Icon
Description
5 bars: Terminal is receiving a very strong signal from the network and can process transactions.
4 bars: Terminal is receiving a strong signal from the network and can process transactions.
3 bars: Terminal is receiving a good signal from the network and can process transactions.
2 bars: Terminal is receiving a signal from the network and can process transactions but may take
longer to complete them.
1 bar: The terminal is receiving a weak signal and may not be able to process transactions and/or
print receipts.
0 bars: The terminal is not receiving any signal and CANNOT process transactions.
There are 2 variations of the Moneris Core® Move/5000 terminal: one variation supports dual communication
(both 4G cellular and Wi-Fi®), the other supports Wi-Fi communication only.
Terminals with dual communication -- both 4G and Wi-Fi
The terminal uses long-range cellular communication (4G or 3G) to send and receive information to and from
the Moneris host. The terminal communicates via 4G by default for faster communication, and uses 3G as a
fallback where 4G is not available. If you set up a Wi-Fi network, the terminal will switch to Wi-Fi when the
Wi-Fi signal is stronger. To setup a Wi-Fi network, refer to Setting up your terminal on page 3.
Terminals with Wi-Fi communication only
You must set up a connection to your local Wi-Fi network in order to communicate with Moneris. Refer to
Setting up your terminal on page 3. You may disregard any references to 4G in this guide.
Network status indicator
To test 4G/3G wireless communication:
1. While the terminal is powered on, confirm that the 4G/3G status icons listed above are displayed.
2. Confirm that there is sufficient signal strength (see the Signal strength indicator table below).
Signal strength indicator
Moneris Core® Move/5000: Using Your Terminal 11
Battery use
Terminal connected to external power source
The "lightning bolt" portion of the battery icon appears when the
terminal is connected to an external power source.
Battery charge level
The coloured bars blink (one level at a time) when the battery is charging.
100%
charge
or less
75%
charge
or less
50%
charge
or less
25%
charge
or less
0%
charge
To maintain battery charge, use any method below:
Direct-to-terminal charge cable: Connect this cable to the power port on the side of the terminal and plug
the other end into a working power outlet.
Charge base: Dock the terminal on the optional charging base.
If needed, refer to the Move/5000 Setting up Your Hardware guide at moneris.com/support-move5000.
Helpful hints
Check the battery charge level (see icons below) before use.
Power off the terminal when not in use or being charged.
Battery status indicators
The battery icon displays in the status bar. The icon reflects the battery charge status/charge level.
25% charge or less: Recharge the battery as soon as possible. The terminal may power off. Data will not be lost if
this happens.
0% charge: The terminal will power off unless connected to a power source. Data will not be lost if the
terminal powers off.
Stand-by mode
The terminal goes to the idle screen when it has not been used for a set time period. To exit this screen, press
any key and respond to any security prompts that appear, for example, “Enter your clerk ID”.
Power on
To power on the terminal, press and hold the green key until the screen illuminates.
Moneris Core® Move/5000: Using Your Terminal 12
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