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Setting up the Moneris Move5000

The Ingenico Move5000 is a mobile terminal from Moneris. Since it is a mobile terminal, it connects to your network through a WiFi and Liteserver connection. The Move5000 is best suited for pay-at-table or mobile restaurant environments. Instead of prompting for payment from the POS screen, use the Move5000 to directly process payments where your customers are: meet your customers tableside and process transactions all from the terminal. 

Please note that your establishment must also have a Liteserver if using the Move5000 with Lightspeed Restaurant. 

Move5000_terminal.png

This article explains how to set up your Moneris Desk5000 terminal, from hardware to software installation. Follow the steps below to set up your terminal:

  1. Unboxing
  2. Connect the hardware
  3. Configure terminal connection and settings
  4. Confirm settings on Restaurant Manager
  5. Process a payment 

 

Unboxing

Before we get started, please make sure you have the proper hardware on hand. The following equipment is included in your hardware shipment when ordering through Lightspeed. To order additional paper rolls, please contact Moneris. 

  1. Move5000 terminal
  2. Direct-to-terminal charging cable or
  3. Charging base and charging base power cable (optional)
  4. Paper roll (thermal 2.25"x1.64")

Move5000_hardware.png

Note: Moneris offers two types of Move5000 models: a WiFi only, and a 4G/WiFi model. Please note that Lightspeed Restaurant only supports the WiFi only model. 

 

Connect the hardware

First things first! Install a paper roll, then connect your terminal to power. Once your hardware is connected, you'll connect your terminal to WiFi and adjust settings.

Install a paper roll

  1. Lift the printer latch up, and then pull back to open the lid and expose the paper well.
  2. Insert a paper roll into the well with the paper pulling under and out towards the terminal. While doing so, make sure the paper roll stays taut and doesn't unravel. 
  3. Close the lid, and press down to snap it back into place so that the extended paper is pressed securely against the closed lid and the faceplate. The paper should unroll over the back of the terminal, not over the faceplate. 

Insert_paper_roll.png

Connect the terminal to power

  1. Make sure you have your direct-to-terminal charging cable, the terminal and an accessible power outlet nearby. 
  2. Locate the power port on the left side of the terminal.
  3. Plug the pronged end of the power cable into a power outlet.
  4. Wait for a welcome message to appear on screen (this will generally take a minute or two).
  5. Locate the Battery icon on the terminal's status bar, appearing on the top of the terminal screen. If the terminal is charging, you'll notice a lightning symbol on the battery icon.
  6. Charge the terminal until the battery is full, as represented by a solid battery icon.

NOTE: The above instructions for powering your terminal are for a direct-to-terminal charging cable. If you are using the optional charging base, please refer to the charging instructions on Moneris' Move5000 setup guide.

 

Configure terminal connection and settings 

Now that your terminal is on, you'll need to connect the terminal to your local WiFi network and configure a few important settings.

Connect the terminal to WiFi

The Move5000 terminal is a mobile payment terminal that connects to your local network with WiFi. When you first power on your terminal, simply respond to the prompts on screen to configure your terminal setup.

  1. When the terminal first powers on, you will see a welcome message on the terminal screen. When this message appears, tap OK to enter the terminal configuration.
  2. Wait for the terminal to scan your environment for available WiFi networks.
      • NOTE: For added security, the terminal only displays password protected WiFi networks. If your WiFi network does not have a security password, it will not appear on the list of available networks on the next screen. 
  3. After the terminal scans available networks, the next screen will display a list of found password-protected WiFi networks.
  4. Tap a network on screen to connect a WiFi network from the list of available networks. Once you have selected the WiFi network, enter the WiFi password on screen.
      • If your network did not appear, you can tap Scan to prompt the terminal to search again. 
      • If your WiFi network is hidden, you can manually add your network by selecting Add Network and applying your network SSID and password on screen.
  5. Once the network and password have been applied, tap OK to connect to the selected network. Wait while the terminal connects with your network and Moneris. Once connected, you can create a user ID and passcode.

1. Welcome_Move5000.png   2. Scanning_for_networks.png  3. Network_scan.png

4. Add_password.png  5. Syncing_terminal.png  

 

Create an admin user ID and passcode

A high security user ID and passcode are required to protect your Moneris terminal. The user ID and passcode are used to perform administrative functions. Once you have applied an ID and passcode for your terminal, the only way to reset the user ID and passcode are by contacting Moneris so be sure to store this info somewhere secure.

đź’ˇ What's the difference between a user ID and a user PIN? 

A user ID and passcode relate to admin credentials on your Moneris terminal. A user ID and passcode are used to unlock terminal settings and privileges.

A user PIN relates to user login credentials on Lightspeed Restaurant. A PIN allows users to log in to the POS, and a PIN is also required to prompt a transaction on the Move5000. A PIN tells the Moneris terminal which POS user is processing the sale. As such, if you're using the Move5000, you'll need user PINs set up for each Restaurant POS user. For more information on creating user PINs, see Creating users. For more information on how to use PINs with your Moneris terminal, see Using the Moneris Move5000.

 

To create an admin user ID and passcode on your terminal:

  1. After the terminal has successfully connected to Moneris, a message will appear on screen prompting you to secure the device.
  2. Tap the User ID field and enter a user ID consisting of 1 to 4 digits, then tap OK.
  3. Tap the Passcode field and enter a passcode consisting of 4 to 10 digits, then tap OK. Note that you cannot use three or more consecutive numbers or three or more repeating numbers.
  4. Select the Personal Identifier field, enter a name and tap OK. Note that this field is optional.
  5. Tap OK at the bottom of the screen to confirm the above information. The terminal will confirm it is ready to process payments. Please note that there are still a few more setup steps to process integrated payments with Lightspeed Restaurant.
User_ID_and_passcode.png

Edit terminal settings

The Quick Setup menu appears after you tap Edit your Settings or you press 1 on the keypad. From the Quick Setup menu, you can select the following options according to your business needs:

  • Tip: Use this screen enable tipping. Once tipping is enabled, you can specify which options your customers will see when leaving a tip (eg. percentage amounts).
  • Multi-terminal: Use this screen to enable multi-terminal settings.
  • Clerks: Use this screen to enable clerk IDs (user pins) for the terminal. 
  • Receipts: Use this receipt settings screen to specify how a customer receives their receipt (email, text, no receipt, printed receipt), along with some other receipt formatting options.

Quick_Setup_menu.png

Once you're completed configuring settings, tap OK. For more information on editing terminal settings, access Moneris' Move5000 setup guide.

Set the terminal to Core Restaurant mode

Almost there! Before adding the terminal to Lightspeed Restaurant, you'll need to set the terminal to Core Restaurant mode. 

đź’ˇ What is Core Restaurant mode?

Core Restaurant is the integration setting required to use the Move5000 with Lightspeed Restaurant. With Core Restaurant mode, Lightspeed Restaurant sends a payment to the terminal where the terminal then prompts your customers to enter a tip on the payment (when tipping is enabled). While in Core Restaurant mode, the Move5000 can also independently split bills and find tables directly from the terminal. Because the Move5000 is a mobile terminal, Core Restaurant allows for flexible table-side payment options.

 

To set the terminal to core restaurant mode: 

  1. From the Main Menu on the terminal, tap Settings > Application > Integration to access integration settings.
  2. Tap the Integration toggle to enable. You'll know it's enabled when the toggle turns green and the Solutions Type field appears.
  3. Tap the Solution Type field and from the drop-down menu select Core Restaurant.
  4. Tap the Integration Method field and from the drop-down menu select Direct. 
  5. Enter the IP address of your Literserver in the Destination IP field. 
      • Note: You can use a network scanning tool such as Fing to locate your LiteServer's MAC and IP addresses. If you cannot locate the address, contact Lightspeed Support for guidance – however, please note that router interfaces vary. 
  6. In the Destination Port field, enter 6667.  
  7. Once all your settings have been applied on screen, tap Save.
  8. Select the Menu button on the keypad to return to the Main Menu screen.
Destination_IP.png      Destination_port.png

 

Confirm settings on Restaurant Manager

Almost done! Your last setup step includes confirming Moneris as a payment processor on Restaurant Manager. This will automatically created a payment type button that will then display on the POS. 

Confirm Moneris as payment processor

  1. Log on to Restaurant Manager.
  2. From the left-hand menu, select Payments > Payment Processors. 
  3. On the Payment Processors page, you should be able to view a Moneris button. 

      • If Moneris is not the yet available as a payment processor, verify your locale on the Company Settings page and make sure your locale is set to Canada.

  4. Tap the Moneris button on screen.
  5. On the pop-up window, enter the Merchant ID that was provided by Moneris.
  6. While still on the pop-up window, select Auto finalize. This will ensure that payments and open tables on the POS are automatically finalized after a payment is approved on the terminal.

Note: An invisible payment type (non-visible on the POS) is automatically created and called Credit/Debit. You will not see a payment button on the POS for this payment method, and this method only appears on receipts and reports. With the Move5000, payments are not triggered from the POS by selecting a payment-type button. Rather, payments are triggered from the Move5000 terminal directly. This is why a payment-type button is not required for the POS when using the Move5000 terminal. 

Confirm user PINs 

A user PIN is a unique four-digit number used to access the POS ordering screens and to process transactions on the Move5000.  A PIN tells the Moneris terminal which POS user is processing the sale. As such, if you're using the Move5000, you'll need user PINs set up for each Restaurant POS user.

  1. From Restaurant Manager, navigate to Users > Users. 
  2. From the Users page, either create a new user for the POS or select an existing user by name. 
  3. On the pop-up window, adjust user settings by selecting a unique four-digit PIN for the selected user. 
  4. When you are done adjusting user settings, save your changes.

For more information on creating user PINs, see Creating users. For more information on how to use PINs with your Moneris terminal, see Using the Moneris Move5000.

 

What's next?

Congrats! You're now ready to process a payment. See Using the Move5000 for more information on processing payments.

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