Moneris V400c Instructions d'utilisation

(December 2019)

Moneris® Core Countertop

V400c

Setting up Your Software

 
Moneris Core® V400c Terminal: Setting Up Your Software 1 
Contents 
Software setup...........................................................................................................................................2 
Connection setup................................................................................................................................................3 
Securing your terminal ...............................................................................................................................4 
Enroll in Merchant Direct®..........................................................................................................................5 
Edit your settings using the Quick Setup menu............................................................................................6 
Tip settings......................................................................................................................................................................6 
Multi-terminal settings ...................................................................................................................................................7 
Clerk settings ..................................................................................................................................................................8 
Receipt settings ..............................................................................................................................................................9 
Troubleshooting terminal communication.................................................................................................12 
Merchant assistance.................................................................................................................................13 
 
 

Moneris Core® V400c Terminal: Setting up your software 2

Software setup

To set up your terminal software quickly, simply respond to the prompts on screen. If you need help, follow

these step-by-step instructions.

1. Tap OK.

2. Wait while the terminal connects to Moneris to obtain your account

settings.

The terminal uses dynamic IP addressing by default. If your network

uses static IP, the “We're unable to connect” message appears. See

Connection setup on page 3.

For other connection problems, refer to Troubleshooting terminal

communication on page 12.

3. The next step is to set up a high security user ID and passcode. Go to the Securing your terminal section on

page 4.

Moneris Core® V400c Terminal: Setting up your software 3

Connection setup

The terminal is unable to connect to Moneris and requires information about your network to establish the

connection settings. If you are not sure how your network is set up, contact your network administrator.

Note: When entering IP addresses, use the terminal's keypad. To enter a period, press the punctuation key

once.

1. Tap the IP Address Type field and select the type of IP addressing used by

your network.

If you selected Dynamic IP, the screen shows the Automatic DNS setting

with the toggle set to ON. Go to step 2.

If you selected Static IP, the screen shows the fields required for static

IP. Go to step 3.

2. Review the Automatic DNS setting.

If your network uses automatic DNS, tap OK to accept the setting and

continue. Go to step 4.

If your network does not use automatic DNS, tap the toggle to change it

to the OFF position, then tap OK.

i. Tap the Primary DNS field and enter the IP address of your primary

DNS server.

ii. Tap the Secondary DNS field and enter the IP address of your

secondary DNS server.

iii. Tap OK at the bottom of the screen then go to step 4.

3. At the static IP setup screen, tap each field and enter the requested IP

address, then tap OK.

Note: The automatic DNS toggle (set to off) is shown for information only

and cannot be changed at this screen.

4. The terminal displays: “Please wait while your device syncs with Moneris”.

5. Go to the Securing your terminal section on the next page.

Moneris Core® V400c Terminal: Setting up your software 4

Securing your terminal

A high security user ID and passcode are required to protect the terminal from unauthorized use. Use this user

ID/passcode to access protected transactions and edit protected settings on the terminal.

Note: If this is a replacement terminal, the user ID/passcode setup prompt will not appear. Moneris will

download the high security user ID/passcode you created when setting up your previous terminal.

1. Tap the User ID field, enter a user ID consisting of 1 to 4 digits, then tap OK.

2. Tap the Passcode field, enter a passcode consisting of 4 to 10 digits, then

tap OK.

You cannot use 3 or more consecutive numbers such as 1236, 65439, or

3 or more repeating numbers such as 9996, 1113.

3. Tap the Personal Identifier field, enter a name, then tap OK.

This field is optional. It can be letters or numbers.

It could be your name or employee number, or other descriptor such as

Manager or Supervisor.

4. Tap OK at the bottom of the screen to create your high security user ID and

passcode.

Congratulations, your terminal is payment ready!

5. Choose what to do next:

To edit the most common settings to ensure they match the needs of

your business, tap Edit your settings and go to Edit your settings using

the Quick Setup menu on page 6.

Enrol in Merchant Direct to access merchant reports. See page 5.

To continue without editing your settings, tap Start. You can always

change terminal settings later. To learn more about your terminal and to

start processing transactions, refer to the Moneris Core V400c Using

Your Terminal guide (available at moneris.com/support-v400c).

Moneris Core® V400c Terminal: Setting up your software 5

Enroll in Merchant Direct®

Merchant Direct is the Moneris online tool for accessing all of your merchant reports, including end-of-day

reports. To sign up for Merchant Direct, follow these steps.

Note: If you have already enrolled in Merchant Direct, you do not have to enroll again.

1. Go to moneris.com

2. In the top, right area of the screen, click Login and select Merchant Direct.

3. Click Create Account.

4. Fill in the fields in the online form to complete your enrolment.

Moneris Core® V400c Terminal: Setting up your software 6

Edit your settings using the Quick Setup menu

The Quick Setup menu appears when you tap 1 Edit your Settings on the “Congratulations” screen. (After

completing your initial setup, you can also access the Quick Setup menu from the Main menu of the terminal.)

1. Tap Next to review the settings and change them if needed.

Tip: To enable tip and set the tip options, refer to Tip settings below.

Multi-terminal: To enable support for multiple terminals, refer to Multi-

terminal settings on page 7.

Clerk: To enable and manage clerk IDs, refer to Clerk settings on page 8.

Receipt: To set options for receipts, refer to Receipt settings on page 9.

Tip settings

2. This screen allows you to enable tip and set the tip options. Tap each toggle to enable or disable the setting.

Tip Support: Enable this setting to prompt customers to leave a tip. Once you

enable Tip Support the tip options will appear.

Tip by Dollar: Enable this setting to allow customers to enter a tip as a dollar

amount.

Tip by Percent: Enable this setting to allow customers to enter a tip as a

percentage of the total amount.

Tip on Subtotal: Enable this setting to allow customers to leave a tip based on

the pre-tax amount. This setting will be applied only when the terminal is in

restaurant integration mode or semi-integrated mode.

Tip Preset 1: Enable this setting to allow customers to enter a tip as a pre-set

percentage. Tap the Preset Value field and enter a percentage (for example,

15), then tap OK.

Tip Preset 2: Enable this setting to allow customers to enter a tip as a pre-set

percentage. Tap the Preset Value field and enter the percentage; for example,

20. It must be higher than Tip Preset 1. Tap OK.

Tip Preset 3: Enable this setting to allow customers to enter a tip as a pre-set

percentage. Tap the Preset Value field and enter the percentage; for example,

25. It must be higher than Tip Preset 2. Tap OK.

Tip Warning: Enable this setting to display a notification on screen when

customers enter a tip that is higher than a specific percentage. It protects

customers from data entry errors. Tap the Preset Value field and enter the

percentage; for example, 25. It must be equal to or higher than Tip Preset 3.

Tap OK.

3. When you are finished setting all of the tip options, tap Save.

Moneris Core® V400c Terminal: Setting up your software 7

4. Tap Next to move to the next Quick Setup item.

Multi-terminal settings

This screen allows you to enable multi-terminal batch close.

5. Tap each toggle to enable or disable the setting.

Multi-Terminal Support: Turn this setting on if you want to be able to

close the batch for multiple terminals at the same time. Once you enable

Multi-Terminal Support the other options will appear.

Single Terminal Support: Turn this setting on if you enabled multi-

terminal support and you want the option of closing the batch for just one

of your multiple terminals.

Terminal Name: To assign a name to the terminal, tap Terminal Name,

enter a descriptive name (for example, Bar1), then tap OK.

6. When you are finished with multi-terminal settings, tap Save.

7. Tap Next to move to the next Quick Setup item.

Moneris Core® V400c Terminal: Setting up your software 8

Clerk settings

Use this screen to enable clerk IDs and create a new clerk ID. Turning on clerk IDs allows you to identify which

clerk processed a transaction. You can then generate reports such as transaction totals by clerk and tip totals by

clerk.

8. Follow these steps.

Enable Clerk IDs: Tap the toggle to enable clerk IDs. Once you enable clerk

IDs the other options will appear.

Add Clerk ID: Tap Add Clerk ID to add a new clerk. Key in a new clerk ID

using 1 to 6 digits, then tap Save.

+ Show Clerk IDs: Tap this item to display the current list of clerk IDs. The

terminal connects to Moneris to retrieve the list of clerks. Your terminal

must be connected to the Moneris host.

9. When you are finished with multi-terminal settings, tap Save.

10. Tap Next to move to the next Quick Setup item

Moneris Core® V400c Terminal: Setting up your software 9

Receipt settings

This screen allows you to:

enable the options for how a customer can receive their receipt (email,

text, none, in addition to printing which is always available). If Cardholder

Choice is turned off, the receipt will be printed by default;

enable or disable specific options for customer receipts (for example, print

and text);

set the print delay (in seconds) between the customer and merchant

copies being printed;

specify the number of merchant receipt copies;

set up or modify a header on your receipts;

set up or modify a footer on your receipts.

11. To review or change the settings, follow these instructions.

Cardholder Choice: Tap the toggle to allow your customers to choose the

format of their receipt or to choose no receipt.

The following options can be set only when Cardholder Choice is turned on.

Tap the toggle beside each option to turn the option on or off.

Note: A toggle for printing the receipt does not appear on the list since the

option to print is always available to the customer.

Email Receipt: Enable this option to allow your customers to receive their

receipt by email.

Text Receipt: Enable this option to allow your customers to receive their

receipt by text.

No Receipt: Enable this option to allow your customers to choose not to

receive a receipt.

If you disable these three options, the terminal will automatically print the

customer receipt without prompting.

Print Delay: The print delay determines how long the terminal pauses

between printing the customer receipt and printing the merchant receipt.

To change the default of 3 seconds, tap the Print Delay field, enter a new

value (in seconds), then tap OK.

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