User manual | Using Your Terminal for Gift Card

Gift Card Program
Using Your Terminal
for Gift Card
For Moneris® iCT250
®
Contents
®
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Gift Card program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Gift card entry options . . . . . . . . . . . . . . . . . . . . . . . . .
3
Hints and shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Administrative transactions . . . . . . . . . . . . . . . . . . . . .
5
Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
Receipts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
End-of-day process . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23
Call 1-866-319-7450
Record your Moneris merchant number here:
1
Gift Card program
The Moneris Gift Card Program allows you to sell
stored-value cards for future purchases in your store.
Gift cards can help to boost sales, extend your product
line and build your brand.
Gift card
entry options
There are two ways to perform transactions with a gift
card using the terminal:
Swipe
1. Wait for the “SWIPE OR
ENTER CARD” prompt
to appear on the
terminal display.
2. Swipe the gift card on
the terminal’s magnetic
stripe reader.
Manual entry
You may manually enter the card number.
Note: When keying in the card number for a Purchase
or a Void, you will also be prompted to swipe your POS
Admin card.
1. Wait for the “SWIPE OR ENTER CARD” prompt
to appear on the terminal display.
2. Key in the card number and press the green
key.
To navigate through the menus:
• Press the
key to scroll down and highlight
menu items.
• Press the
items.
key to scroll up and highlight menu
• Press the green
menu item.
2
key to select the highlighted
3
Hints and shortcuts
Administrative
transactions
Hints
Initializing the terminal [301]
• All instructions in this guide begin at the debit/credit
READY screen. To access this READY screen from
any other screen, press the red
key repeatedly
until the READY screen appears.
You must initialize your terminal when you first
configure it for the Gift Card program and when
prompted by the terminal after a program change
request has been processed.
• If Tip Entry (for Gift Card program) is enabled on
your terminal, during gift card Purchases, your
customers must respond to Tip prompts on the
terminal or the external iPP320 PINpad if attached.
1. From the READY screen, press the
iCT250 Terminal
iPP320 PINpad
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select SETUP and press the
green
key.
4. On the SETUP menu, press the green
select INITIALIZATION.
key to
The “ENTER ERNEX TERMINAL ID” prompt appears.
5. To accept the displayed Terminal ID, press the green
key.
OR
Key in a new Ernex Terminal ID and press the green
key.
The terminal communicates with the Moneris host
and the “CLEAR TERMINAL STORAGE?" prompt appears.
6. Select NO to keep transaction records in the terminal
memory.
The terminal returns to the ERNEX menu.
7. To return to the READY screen, press the red
key.
Activating/Reloading a gift card [304]
Admin code shortcuts
To bypass scrolling through menus to select a
transaction, use the Admin codes to jump directly
to the transaction. Admin codes can be found in
this guide in square brackets beside the transaction
name (e.g. GIFT PURCHASE [300] means the Admin
code for initiating a gift card Purchase is 300).
• To use an Admin code:
a. Press the
key until the “ENTER ADMIN
CODE” prompt appears.
b. Key in the Admin code and press the green
key.
• To print a list of all gift card Admin codes:
a. Press the
key until the “ENTER ADMIN
CODE” prompt appears.
b. Key in 340 and press the green
key.
4
Follow the steps below to activate and load a dollar
value on a gift card. You may also reload a card with
value if your Gift Card program has been set up with
the card reload functionality.
Note: The card’s expiry date may be printed on the
Activation receipt (and any other applicable transaction
receipts) if an expiry rule and message is configured
for the card. Alternatively, you may determine a card’s
expiry date by asking your manager, visiting the Merchant
Web Portal if available to you (Enhanced and Pro program
only), or calling the Moneris Merchant Service Centre.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key
3. On the ERNEX menu, select ACTIVATE/LOAD and
press the green
key.
The “SWIPE OR ENTER CARD” prompt appears.
5
4. Swipe the gift card, or key in the gift card number
and press the green
key.
The “ENTER CVC” prompt appears.
Note: The Card Validation Code (CVC) is a 3-digit code
located on the back of the card.
5. Key in the 3-digit CVC and press the green
key.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
The “ENTER AMOUNT” prompt appears.
6. Key in the dollar amount to be loaded on the card
and press the green
key.
If a prompt for additional data appears
(e.g. “Tracking Code PRESS OK”):
• To enter data (consult your manager if you are
unsure of what to enter):
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, key
in the appropriate information and press the
green
key.
• To bypass the prompt:
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, press
the green
key.
7. One of the following prompts appears:
If the “APPROVED ACTIVATE NEXT?” prompt appears:
• To activate/load another gift card:
a. Select YES.
The Cardholder copy of the receipt prints.
b. Press the green
key.
c. Enter another card. Go back to step 4.
• To proceed without activating/loading another
gift card:
a. Select NO.
The “BALANCE DUE $#.## PRESS OK” prompt
appears.
b. Press the green
key. Proceed to Processing
a Balance Due on page 10.
If the “TRANSFERRING $#.## PRESS OK” prompt
appears ($#.## is the cash balance):
a. Press the green
key.
b. The “Approved” message appears and the
Merchant copy of the receipt prints.
c. Press the green
key to print the Cardholder
copy of the receipt.
d. Press the green
key to clear the “Approved”
message and return to the ERNEX menu.
e. To return to the READY screen, press the red
key.
6
Looking up a gift card balance (Card Inquiry) [306]
Follow the steps below to display and print the cash
balance on a gift card.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select CARD INQUIRY and
press the green
key.
The “SWIPE OR ENTER CARD” prompt appears.
4. Swipe the gift card, or key in the gift card number
and press the green
key.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
5. At the “Approved” message, press the green
key.
The “CARD BALANCE $#.## PRESS OK” prompt
appears ($#.## is the card’s cash balance).
6. Press the green
key.
The “PRINT RECEIPT?” prompt appears.
7. To print a receipt showing the cash balance and card
status, select YES.
OR
To return to the ERNEX menu, select NO.
8. To return to the READY screen, press the red
key.
Deactivating a gift card [312]
Follow the steps below to deactivate a gift card and
print a receipt showing the current balance, if any.
Important: Once a gift card is deactivated, it can never
be used again.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select DEACTIVATION and press
the green
key.
The “SWIPE OR ENTER CARD” prompt appears.
4. Swipe the gift card, or key in the gift card number
and press the green
key.
7
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
If a prompt for additional data appears (e.g. “Tracking
Code PRESS OK”):
• To enter data (consult your manager if you are
unsure of what to enter):
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, key
in the appropriate information and press the
green
key.
• To bypass the prompt:
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, press
the green
key.
5. The “Approved” message appears and the Merchant
copy of the receipt prints.
6. Press the green
key to print the Cardholder
copy of the receipt.
7. Press the green
message.
key to clear the “Approved”
If the “TRANSFER BALANCE TO NEW CARD?” prompt
appears, choose one of the following:
• To transfer the balance to another gift card:
a. Select YES.
Note: The new card must be a variable amount
card, which can be reloaded with any dollar
amount.
b. When prompted, swipe or key in the new gift
card number and press the green
key.
c. Proceed to step 4 of the Activating/Reloading
a gift card section on page 5.
• To proceed without a balance transfer:
a. Select NO to return to the ERNEX menu.
b. To return to the READY screen, press the red
key.
Transactions
Processing a gift card Purchase [300]
Follow the steps below to process the sale of products
and services using a gift card.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select PURCHASE and press the
green
key.
The “SWIPE OR ENTER CARD” prompt appears.
4. Swipe the gift card, or key in the gift card number
and press the green
key.
If the “SWIPE ADMIN CARD” prompt appears, swipe
your POS Admin card.
The “ENTER CVC” prompt appears.
5. Key in the 3-digit CVC and press the green
key.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
6. Key in the total transaction dollar amount and
press the green
key.
If the “CUSTOMER PRESS OK TO CONTINUE” prompt
appears on the terminal:
a.Pass the terminal to the customer.
Proceed to the Customer prompts on terminal
table on page 13.
b.When the “RETURN TO CLERK” prompt appears,
press the green
key.
If the “CONTINUE ON PINPAD” prompt appears on
the terminal:
a.Pass the iPP320 PINpad to the customer.
Proceed to the Customer prompts on PINpad
table on page 14.
If a prompt for additional data appears
(e.g. “Tracking Code PRESS OK”):
• To enter data (consult your manager if you are
unsure of what to enter):
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, key
in the appropriate information and press the
green
key.
• To bypass the prompt:
a. Press the green
key.
b. When the “ENTER DATA” prompt appears,
press the green
key.
8
9
7. The following prompt or message may appear:
• If the “BALANCE DUE $#.## PRESS OK” prompt
appears, press the green
key. Proceed to
Processing a Balance Due below.
• If the “Approved” message appears, the terminal
prints the Merchant copy of the receipt. Proceed
to step 8.
8. Press the green
key to print the Cardholder
copy of the receipt.
9. Press the green
key to clear the “Approved”
message and return to the ERNEX menu.
10. To return to the READY screen, press the red
key.
Processing a Balance Due
1. When the “BALANCE DUE PAY WITH” prompt
appears, use the function keys to select CR/DB
(credit/debit), GIFT (gift card), or CASH.
2. Do one of the following:
If multiple Activations/Loads were processed, wait
for an Activation Summary report to print (which
you retain). If you selected:
• CR/DB: Enter a debit/credit card as prompted.
Proceed to step 2 of the Purchase instructions
in the Moneris iCT250 Using Your Terminal Guide.
• GIFT: Enter a gift card as prompted. Proceed to
step 4 of the Processing a gift card Purchase
section on page 9.
Processing a Refund [311]
Follow the steps below to reverse a gift card transaction
in a closed batch.
Important: A Refund must be for the full amount
of the original transaction. To reverse a gift card
transaction in an open batch, you must process a
gift card Void (see page 12).
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REFUND and press the
green
key.
If the “SWIPE ADMIN CARD” prompt appears, swipe
your POS Admin card.
The “SWIPE OR ENTER CARD” prompt appears.
4. Swipe the gift card, or key in the gift card number
and press the green
key.
• CASH: To return to the READY screen, press the red
key.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
If a single Activation/Load or a gift card Purchase
was processed and you selected:
The “ENTER TOTAL AMOUNT” prompt appears.
• CR/DB:
a. The “Approved” message appears and the
Merchant copy of the receipt prints.
b. Press the green
key to print the Cardholder
copy of the receipt.
c. Enter a debit/credit card. Proceed to step 2 of
the Purchase instructions in the Moneris iCT250
Using Your Terminal Guide.
• GIFT:
a. The “Approved” message appears and the
Merchant copy of the receipt prints.
b. Press the green
key to print the Cardholder
copy of the receipt.
c. Enter a gift card. Proceed to step 4 of the
Processing a gift card Purchase section on
page 9.
10
• CASH:
a. The “Approved” message appears and the
Merchant copy of the receipt prints.
b. Press the green
key to print the Cardholder
copy of the receipt.
c. Press the green
key to clear the “Approved”
message and return to the ERNEX menu.
d. To return to the READY screen, press the red
key.
5. Key in the total dollar amount to be refunded,
and press the green
key.
If a prompt for additional data appears
(e.g. “Tracking Code PRESS OK”):
• To enter data (consult your manager if you are
unsure of what to enter):
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, key
in the appropriate information and press the
green
key.
• To bypass the prompt:
a. Press the green
key.
b. When the “ENTER DATA” prompt appears, press
the green
key.
11
6. If the “ERNEX REFERENCE NUMBER” prompt
appears, key in the gift card reference number
printed on the receipt of the gift card transaction
you want to refund and press the green
key.
7. When the “Approved” message appears, wait for the
Merchant copy of the receipt to print.
8. Press the green
key to print the Cardholder
copy of the receipt.
9. Press the green
key to clear the “Approved”
message and return to the ERNEX menu.
10. To return to the READY screen, press the red
key.
Voiding a gift card transaction [307]
Follow the steps below to reverse a gift card transaction
in the open batch.
Important: A Void must be performed in the same batch
and for the same amount as the original transaction.
To reverse a gift card transaction in a closed batch,
you must process a gift card Refund (see page 11).
1. From the READY screen, press the
Customer prompts on terminal
This table lists the prompts that you and your customers
might see during a gift card Purchase. The actions to
take for each prompt are also listed.
Note: The prompts are listed in the order in which
they should appear (from top to bottom).
To correct a tipping error: When the second “PURCHASE
$#.##-OK?” prompt appears, press the yellow
key
to go back to the original Tip prompt.
Customer prompts
Customer actions
CUSTOMER
PRESS OK
TO CONTINUE
Press the green
key.
PURCHASE
$#.##-OK?
Press the green
key.
ENTER TIP AMOUNT
OR PRESS OK
AA%
OTHER
To enter the preset %: Select AA%.
To enter a different amount:
Select OTHER.
To bypass entering a Tip:
Press the green
key.
ENTER TIP AMOUNT
OR PRESS OK
PERCENT
AMOUNT
%
$
To enter a percentage:
Select %.
To enter a dollar amount:
Select $.
To bypass entering a Tip:
Press the green
key.
ENTER TIP
PERCENTAGE
To enter a Tip: Key in a percentage
and press the green
key.
To bypass entering a Tip: Key in 0
(zero) and press the green
key.
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select VOID and press the
green
key.
The “SWIPE ADMIN CARD” prompt appears.
4. Swipe your POS Admin card.
The “SWIPE OR ENTER CARD” prompt appears.
AA
5. Swipe the gift card on the terminal, or key in the
gift card number and press the green
key.
If the “SWIPE ADMIN CARD” prompt appears again,
swipe your POS Admin card.
ENTER TIP
AMOUNT
$0.00
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
The “ERNEX REFERENCE NUMBER” prompt appears.
6. Key in the gift card reference number printed on
the receipt of the gift card transaction you want
to void and press the green
key.
To enter a Tip: Key in a dollar
amount and press the green
key.
To bypass entering a Tip: Press the
green
key without entering
an amount.
PURCHASE
$#.##-OK?
Confirm the amount and press the
green
key.
RETURN TO CLERK
Return the terminal to you.
7. When the “Approved” message appears, wait for the
Merchant copy of the receipt to print.
8. Press the green
key to print the Cardholder
copy of the receipt.
9. Press the green
key to clear the “Approved”
message and return to the ERNEX menu.
10. To return to the READY screen, press the red
12
key.
13
Receipts
Customer prompts on PINpad
This table lists the prompts that you and your customers
might see during a gift card Purchase. The actions to
take for each prompt are also listed.
Note: The prompts are listed in the order in which
they should appear (from top to bottom).
To correct a tipping error: When the second “PURCHASE
$#.##-OK?” prompt appears, press the yellow
key
to go back to the original Tip prompt.
Customer prompts
Customer actions
PURCHASE
$#.##-OK?
Press the green
TIP AMOUNT
AA%
TIP AMOUNT
%
OTHER
$
key.
To enter the preset %:
Select AA%.
To enter a different amount:
Select OTHER.
To bypass entering a Tip:
Press the green
key.
To enter a percentage:
Select %.
To enter a dollar amount: Select $.
To bypass entering a Tip:
Press the green
key.
TIP AMOUNT
To enter a Tip: Key in a percentage
and press the green
key.
To bypass entering a Tip: Key in 0
(zero) and press the green
key.
TIP AMOUNT
To enter a Tip: Key in a dollar
amount and press the green
key.
To bypass entering a Tip: Press the
green
key without entering
an amount.
$0.00
Gift card reference number
A gift card transaction’s reference number is printed at
the bottom of each receipt (REF #). You will be prompted
to key in this number when transacting gift card
Refunds and Voids and when reprinting transaction
receipts.
PURCHASE
$#.##-OK?
Confirm the amount and press the
green
key.
WELCOME/BONJOUR
Return the PINpad to you.
Reprinting a receipt [329]
This function reprints a Merchant copy or a Cardholder
copy of the last gift card transaction.
Note: A Cardholder copy of the receipt cannot be
reprinted for multiple Activation transactions.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPRINT and press the
green
key.
4. At the “REPRINT COPY” prompt:
• To print a Merchant copy of the receipt, select
MRCHANT.
• To print a Cardholder copy of the receipt, select
CUSTOMER.
The terminal returns to the ERNEX menu.
5. To return to the READY screen, press the red
14
key.
15
Reporting
8. At the “DATE (YY)MMDD” prompt:
Masking card numbers on reports
For security reasons, card numbers are printed masked
on reports, where only part of the digits are shown in
full while the rest are hidden by asterisks.
Gift card Transaction Inquiry [366]
This report lists gift card transactions by card program,
card number, transaction amount and/or transaction
date. You can choose to display or print results.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPORT FUNCS and press
the green
key.
4. On the REPORT FUNCS menu, select TRANS INQUIRY
and press the green
key.
If the “SWIPE ADMIN CARD” prompt appears, swipe
your POS Admin card, or simply press the green
key to continue.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
5. At the CARDS TO SEARCH menu, select the desired
Gift Card program and press the green
key.
OR
To include all Gift Card programs, select ALL CARDS.
Note: Each Gift Card program is identified by a unique
terminal card code and a card description/program
name. To view a full listing of applicable card codes
and their corresponding Gift Card program name,
print a Gift Configuration Report (see page 21).
6. At the “CARD NUMBER” prompt:
• Key in the desired gift card number and press the
green
key.
OR
• To include all card numbers, press the green
key.
7. At the “ENTER AMOUNT” prompt:
• Key in the desired transaction amount and press
the green
key.
OR
• To include all amounts, press the green
key.
16
• Key in the desired date and press the green
key.
OR
• Press the green
key to include all dates.
The “PRINT OR DISPLAY?” prompt appears.
9. Select how you want to view results:
• Print:
a. Select PRINT to print the transaction list and
return to the ERNEX menu.
• Display:
a. Select DISPLAY.
b. Select a transaction and press the green
key.
c. Press the green
key to display details of the
selected transaction.
d. When a transaction is displayed:
To return to the transaction list, select NEXT.
OR
To print a duplicate Merchant copy of the
transaction’s receipt and return to the
transaction list, select REPRINT.
10.To return to the READY screen, press the red
repeatedly.
key
Clerk Subtotals [382]
This report lists totals for all gift and loyalty card
transactions for one or more Clerk IDs. Clerk subtotals
remain in the Moneris host memory even when a
batch is closed and deleted. The steps below include
the option of resetting the clerk subtotals to zero.
Note: Clerk Subtotalling must be enabled. For more
information, refer to your Moneris iCT250 Using Your
Terminal Guide.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPORT FUNCS and press
the green
key.
4. On the REPORT FUNCS menu, select CLERK INQUIRY
and press the green
key.
17
If the “ENTER CLERK ID” prompt appears:
5. Select the clerk subtotals you want to print:
• To print subtotals for one clerk:
a. Select SINGLE.
If the “ZERO CLERK TOTALS?” prompt appears:
To clear clerk subtotals, select YES.
OR
To continue to add to the subtotals, select NO.
b. At the “ENTER CLERK ID” prompt, key in the Clerk
ID and press the green
key.
• To print subtotals for a specific group of clerks:
a. Select MULTIPLE.
If the “ZERO CLERK TOTALS?” prompt appears:
To clear clerk subtotals, select YES.
OR
To continue to add to the subtotals, select NO.
b. Select GROUP and press the green
key.
c. At the “ENTER GROUP ID TO BE PROCESSED” prompt,
key in the Group ID and press the green
key.
d. Select PROCESS LIST and press the green
key.
• To print subtotals for all clerks:
a. Select MULTIPLE.
If the “ZERO CLERK TOTALS?” prompt appears:
To clear clerk subtotals, select YES.
OR
To continue to add to the subtotals, select NO.
b. Select ALL CLERKS and press the green
key.
The terminal prints the report and returns to the
ERNEX menu.
6. To return to the READY screen, press the red
key.
Tip Totals Report [370]
This report prints a summary of Tip amounts entered
on the terminal for gift card transactions in a specified
batch or a specified date range.
Note: If Clerk Subtotalling is enabled, Tip amounts are
summarized by Clerk ID.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPORT FUNCS and
press the green
key.
• To print the Tip total for a specific clerk, key in the
Clerk ID.
OR
• To print Tip totals for all clerks, press the green
key (without entering an ID).
The “PRINT DATE OR BATCH?” prompt appears.
5. Select the transactions that you want to print.
• To print by date:
a. Select DATE.
At the “START DATE” prompt, key in the start
date (YYMMDD) and press the green
key.
b. At the “START TIME” prompt, key in the start
time (HHMM, 24-hour clock) and press the
green
key.
c. At the “END DATE” prompt, key in the end date
and press the green
key.
d. At the “END TIME” prompt, key in the end time
and press the green
key.
• To print by batch:
a. Select BATCH.
b. At the “BATCH NUMBER” prompt, key in the
number of the batch to be printed and press
the green
key.
The terminal prints the report and returns to the
ERNEX menu.
6. To return to the READY screen, press the red
key.
Stored gift card Transactions Report [360]
This report lists approved gift card transactions by
date or by batch. You can choose to print batch totals
only or batch totals and transaction details.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the green
key.
3. On the ERNEX menu, select REPORT FUNCS and press
the green
key.
4. On the REPORT FUNCS menu, select TRANS LIST and
press the green
key.
If the “SWIPE ADMIN CARD” prompt appears, swipe
your POS Admin card, or simply press the green
key to continue.
4. On the REPORT FUNCS menu, select TIP TOTALS and
press the green
key.
18
19
If the “ENTER CLERK ID” prompt appears:
• To print totals for a specific Clerk ID, key in the
Clerk ID and press the green
key.
OR
• To print totals for all Clerk IDs, simply press the
green
key.
The “PRINT DATE OR BATCH?” prompt appears.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
The terminal prints the report and returns to the
ERNEX menu.
5. To return to the READY screen, press the red
5. Select the transaction that you want to print:
• To print by date:
a. Select DATE.
b. Key in a date (YYMMDD format) and press the
green
key.
OR
For the current date, simply press the green
key.
• To print by batch:
a. Select BATCH.
b. Key in a specific batch number and press the
green
key.
OR
For the current batch, simply press the green
key.
6. At the “PRINT TOTALS ONLY?” prompt:
• To print only the gift terminal batch totals, select
YES.
OR
• To print the batch totals and transaction details,
select NO.
The terminal prints the report and returns to the
ERNEX menu.
7. To return to the READY screen, press the red
4. On the REPORT FUNCS menu, select OPEN BATCH
TOT and press the green
key.
key.
Gift Configuration Report [316]
This report prints parameters for each Gift Card
program that was downloaded to the terminal during
its last initialization to the Moneris host.
You can view the the card code (e.g. 101) and the card
description/program name (e.g. Acme Gift Card
program) on the report.
Note: If you also have a Moneris Loyalty program on
your terminal, loyalty card transactions will be included
in this report.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPORT FUNCS and press
the green
key.
4. On the REPORT FUNCS menu, select CONFIG LIST and
press the green
key.
The terminal prints the report and returns to the
ERNEX menu.
5. To return to the READY screen, press the red
key.
key.
Printing a Batch Totals Report [390]
This report prints totals of gift card transactions stored
on the Moneris host for the current batch.
Note: If you also have a Moneris Loyalty program on
your terminal, Loyalty transactions will be included
in this report.
1. From the READY screen, press the
key.
2. On the MAIN MENU, select ERNEX and press the
green
key.
3. On the ERNEX menu, select REPORT FUNCS and
press the green
key.
20
21
End-of-day process
Troubleshooting
Merchant Close
If an error message appears, first press the green
key or the red
key to clear the message then retry
the transaction. If the error message reappears and is
listed in the table below, follow the instructions in the
table. If the problem is still not resolved, call the Moneris
Merchant Service Centre toll-free at 1-866-319-7450.
Important: When you close the batch for your debit
and credit card transactions, the “CLOSE ERNEX BATCH?”
prompt may appear. If this prompt appears, select
NO then ensure that you close the batch for your gift
card transactions immediately as instructed below.
Closing a Batch [399]
Error message
Solution
This transaction closes the current batch of gift card
transactions and settles with the Moneris host.
Card Disabled
The gift card you swiped has
been deactivated and cannot
be used.
Card Not Active
The gift card you entered has not
been activated.
Important: A Batch Close must be completed daily.
Note: We recommend printing a Stored gift card
Transactions Report (see page 19) before performing
a Batch Close to ensure batch totals are balanced.
If totals are not balanced, please contact the Moneris
Merchant Service Centre.
1. From the READY screen, press the
key.
Activate the card (see page 5), or
ask the customer for another gift
card.
CARD NOT
SUPPORTED
PLEASE RETRY
2. On the MAIN MENU, select ERNEX and press the
green
key.
Try again with a different card
or cancel the transaction.
3. On the ERNEX menu, select REPORT FUNCS and
press the green
key.
CARD READ ERROR
4. On the REPORT FUNCS menu, select CLOSE BATCH
and press the green
key.
5. At the “CLOSE BATCH?” prompt, select YES to close
the batch and have funds deposited to your
account.
There is a problem with the
magnetic stripe on the gift card
that was swiped.
Try swiping the card again, this
time more slowly or quickly,
or from front of the terminal
to the back.
If the “ENTER CLERK ID” prompt appears, key in the
Clerk ID and press the green
key.
ERNEX
INITIALIZATION
FAILED
The terminal communicates with the Moneris host,
closes the batch, prints the report and returns to the
ERNEX menu.
6. To return to the READY screen, press the red
The card type you swiped
cannot be used for gift card
transactions.
There has been a terminal, host
or communication problem
during initialization to the
Moneris host.
Press the green
key to
return to the ERNEX menu.
Try to re-initialize again. If this
does not work, call the Moneris
Merchant Service Centre.
key.
ERNEX
INITIALIZATION
REQUIRED
Your terminal requires
re-initialization to the Moneris
host.
Re-initialize your terminal to the
Moneris host (see page 5).
INITIALIZE ERNEX
The Moneris host is requesting
a re-initialization of the terminal.
Re-initialize your terminal to the
Moneris host (see page 5).
22
23
Error message
Solution
Problem
Solution
Invalid Expiry Date
The card that you entered has
passed its expiry date. Request
another gift card.
Note: The expired card and its
balance cannot be used again nor
can the balance be transferred
to another card.
TRANSACTION
NOT FOUND
Matching
Transaction
Not Found
No gift card transaction
matching the Reference number
you entered could be found.
Check the number and try again.
No Totals Available
No gift card transactions have
been processed since the last
gift card Batch Close.
Refund Amount
Greater Than
Original
The refund amount entered
is greater than the original
purchase amount. Re-try the
transaction with the correct
refund amount.
This problem has occurred
because:
a. A gift card transaction matching
the Reference number (or other
criteria) you entered could
not be found in the terminal
memory.
Check the Reference number and
try again.
b. You tried to do a gift card Refund
for an amount that is different
than the original transaction
(partial refunds are not
supported).
Try doing the gift card Refund
again, but ensure that you enter
the full amount of the original
transaction.
System Error
Please Try Later
There is a problem at the Moneris
host. Retry the transaction.
If the issue is not resolved, call the
Moneris Merchant Service Centre.
Transaction Amount
Over Maximum
The transaction amount exceeds
the maximum allowable amount
for a single transaction using a
gift card.
If the transaction is a gift card
Purchase, do a split-tender
transaction, or request another
gift card or other form of payment.
Transaction Code
Invalid
The gift card transaction cannot
be voided because the original
transaction is in a closed batch.
Process a gift card Refund (see
page 11).
TRANSFER NOT
ALLOWED FOR
THIS CARD
The card to which you are
attempting to transfer a balance
is not a variable amount gift card.
Press the green
key to
return to the READY screen.
24
Other problems
Problem
Solution
The gift card has an
expiry rule, but its
expiry date does not
get printed on the
transaction receipt.
Your Gift Card program is not
configured to allow for the
printing of the gift card’s expiry
date on transaction receipts.
To determine the card’s expiry
date, ask your manager, visit the
Merchant Web Portal if available,
or call the Moneris Merchant
Service Centre.
You try to do a gift
card Refund but get
a “TRANSACTION
NOT FOUND”
response.
See the TRANSACTION NOT
FOUND message above.
25
Need help?
Please contact the Moneris Merchant Service Centre
toll-free at 1-866-319-7450 (open 24 hours a day,
7 days a week).
If you use Merchant Direct®, you can also contact us
online. Simply log in to Merchant Direct and use the
Message Centre to send a secure message directly
to the Moneris Merchant Service Centre.
For additional information and copies of manuals
and guides for the iCT250:
• Visit moneris.com/manuals to download a copy
of the Moneris iCT250 Operating Manual.
• Visit moneris.com/guides to download additional
copies of this reference guide.
Shop for point-of-sale supplies and paper online at
shopmoneris.com.
Important: If you are experiencing equipment
problems, please refer to the Moneris iCT250
Using Your Terminal Guide.
®
MONERIS, MONERIS & Design, and MONERIS SOLUTIONS & Design, and
®
MERCHANT DIRECT are registered trade-marks of Moneris Solutions
Corporation. All other marks or registered trade-marks are the property
of their respective owners.
© 2014 Moneris Solutions Corporation, 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 for any direct, indirect, incidental, consequential
or punitive damages arising out of use of any of the information
contained in this guide. Neither Moneris or any of its affiliates nor any
of our or their respective licensors, licensees, service providers or suppliers
warrant or make any representation regarding the use or the results
of the use of the information, content and materials contained in this
guide in terms of their correctness, accuracy, reliability or otherwise.
Your gift card processing is governed by your Moneris Gift Card Program
Agreement with Moneris. It is the merchant’s responsibility to ensure that
proper card processing procedures are followed at all times. Please refer
to your Moneris Gift Card Program manuals and your Moneris Gift Card
Program Agreement for details. The Moneris Gift Card Program manuals
are available for free download at moneris.com/guides.
GC-iCT250UYT-E (12/14)

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