Moneris® Merchant Resource Center User Manual (08/2019) Need help? Web: moneris.com/support Email: [email protected] Toll-free: 1-866-319-7450 Record your Moneris merchant ID here: ____________________________________ . Contents Activating Your Merchant Resource Center Store .......................................................... 6 Introduction .................................................................................................................................................... 7 Before you get started ................................................................................................................................. 7 Activating your Merchant Resource Center store ......................................................................................... 8 Ready to use the Merchant Resource Center? .............................................................................................. 9 Setting up Your PIN Pad .................................................................................................10 Moneris iPP320 PIN Pad ................................................................................................................................ 11 Before you get started ............................................................................................................................... 12 Hardware setup: iPP320 PIN Pad using USB cable connection .................................................................... 15 Hardware setup: iPP320 PIN Pad using serial cable connection .................................................................. 20 Hardware setup: iPP320 PIN Pad using Moneris Cloud pairing.................................................................... 25 Configuring the optional settings ............................................................................................................... 32 Pairing an initialized iPP320 PIN Pad: Moneris Cloud .................................................................................. 41 Troubleshooting ......................................................................................................................................... 42 Card entry options ..................................................................................................................................... 43 Using Your Merchant Resource Center Store.................................................................46 Merchant Resource Center basics ................................................................................................................. 47 Logging into the Merchant Resource Center............................................................................................... 47 Accessing context-sensitive help ................................................................................................................ 49 Using the search fields ............................................................................................................................... 49 Logging out of the Merchant Resource Center ........................................................................................... 49 Need to reset your login password? ........................................................................................................... 50 Configuring your security questions and answers ....................................................................................... 50 Changing the display language during your login session ............................................................................ 51 General guidelines for performing transactions .......................................................................................... 51 Virtual terminal ............................................................................................................................................. 52 Purchase with debit/credit card ................................................................................................................. 53 Purchase with cash .................................................................................................................................... 65 Group Purchase with debit/credit card....................................................................................................... 66 Preauthorization with debit/credit card ..................................................................................................... 67 Reauthorization with debit/credit card ...................................................................................................... 79 Capturing a debit/credit Preauthorization .................................................................................................. 80 Capturing a debit/credit Reauthorization ................................................................................................... 82 Voice Authorization-Advice with debit/credit card ..................................................................................... 83 Void with debit/credit card ........................................................................................................................ 86 Refund with debit/credit card .................................................................................................................... 87 Refund with cash ....................................................................................................................................... 88 Independent Refund with debit/credit card ............................................................................................... 89 Card Verification with debit/credit card ..................................................................................................... 97 Chip Initialization ..................................................................................................................................... 102 Moneris® Merchant Resource Center User Manual 3 Cloud Initialization ................................................................................................................................... 103 Optional procedures: debit/credit cards ................................................................................................... 104 Printing/e-mailing a receipt ........................................................................................................................ 124 Order history ............................................................................................................................................... 125 Areas on the "Order History" page ........................................................................................................... 125 Accessing a transaction's "Order History" page ........................................................................................ 129 Moneris Gift/Loyalty card programs ........................................................................................................... 130 Purchase with gift card ............................................................................................................................. 131 Void with gift card .................................................................................................................................... 134 Refund with gift card ................................................................................................................................ 135 Independent Refund with gift card ........................................................................................................... 136 Loyalty Purchase: awarding loyalty points ................................................................................................ 139 Manual Redemption (dollars) with loyalty card ........................................................................................ 147 Manual Redemption (points) with loyalty card ......................................................................................... 150 Loyalty Void ............................................................................................................................................. 153 Loyalty Refund ......................................................................................................................................... 156 Redeeming coupon/voucher with gift/loyalty card ................................................................................... 159 Activating and loading a gift/loyalty card.................................................................................................. 162 Deactivating a gift/loyalty card ................................................................................................................. 165 Balance Inquiry for gift/loyalty card: initiating from menu bar ................................................................. 168 Balance Inquiry for gift card: initiating during gift Purchase ...................................................................... 171 Balance Inquiry for loyalty card: initiating during loyalty Redemption ...................................................... 172 Optional procedures: gift/loyalty cards .................................................................................................... 173 Recurring billing .......................................................................................................................................... 183 Registering