6 MONERIS LOYALTY AND GIFT PROGRAMS
6.4 Moneris Loyalty Program
6.4.3 Loyalty Transactions
6.4.3.1 Activate a Loyalty Card
Activating a loyalty card allows it to be used to earn points.
From the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the key.
The ERNEX menu appears.
3. Scroll down to ACTIVATE/LOAD, and press the key.
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the Loyalty Card number, and press the key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the ENTER AMOUNT entry screen appears, refer to the "Entering the Activation Amount" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
The PROCESSING message appears, and then the APPROVED ACTIVATE NEXT? prompt appears.
5. To activate/load another card, press the key (YES). OR To continue without activating another card, press the key (NO).
6. Do one of the following:
If you pressed the key (YES):
a. The Cardholder copy prints, which you give to the customer.
b. Press the key.
The SWIPE OR ENTER CARD prompt appears.
c. Go back to step 4.
If you pressed the key (NO), and the BALANCE DUE $#.## PRESS OK prompt appears, refer to the "Selecting the Balance Due Payment Method" procedure.
If you pressed the key (NO), and "Approved" appears:
a. Press the key.
The Merchant copy prints, which you retain.
b. Press the key.
The Cardholder copy prints, which you retain.
c. Press the key to return to the READY screen.
6.4.3.2 Deactivate a Loyalty Card
Deactivating a loyalty renders the card unusable. The card can no longer be used to accumulate points.
This should be done when a Loyalty card is lost, stolen or demagnetized in order to stop unauthorized use. The terminal will print a receipt with the last available points balance on the card.
From the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the key.
The ERNEX menu appears.
3. Scroll down to DEACTIVATE, and press the key.
The SWIPE OR ENTER CARD prompt appears.
4. Key in the loyalty card number, and press the key.
OR Swipe the Loyalty Card on the terminal.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
The PROCESSING prompt appears, and then the APPROVED PRESS OK message appears.
5. Press the key to return to the READY screen.
6.4.3.3 Redemption
This transaction allows a loyalty cardholder to purchase items using the points on their loyalty card.
From the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the key.
The ERNEX menu appears.
3. Scroll down to REDEMPTION, and press the key.
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the loyalty card number, and press the key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
One of the following Redemption prompts may appear:
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Dollars/Points to be Redeemed PRESS OK"), press the key.
If the ENTER AMOUNT entry screen appears (dollars redemption), refer to the
"Entering the Redemption Amount" procedure.
If the ENTER NUMBER OF POINTS entry screen appears (points redemption), refer to the "Entering the Number of Points" procedure.
The PROCESSING message appears.
If the BALANCE DUE $#.## PRESS OK prompt appears, refer to the "Selecting the Balance Due Payment Method" procedure.
The APPROVED message appears, and then the first receipt prints.
5. Press the key to print the next receipt.
6. Press the key to return to the ERNEX menu.
7. Press the key to return to the READY screen.
6.4.3.4 Loyalty Card Purchase
This transaction adds points to a loyalty card based on the Purchase amount.
Most loyalty card transactions are started automatically at the end of a debit or credit transaction; however, they can also be started through the Ernex menus.
From the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the key.
The ERNEX menu appears.
3. Press the key to select PURCHASE.
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the Loyalty Card on the terminal.
OR Key in the Loyalty Card number, and press the key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
5. Key in the amount of the Purchase including taxes (or leave the amount at $0.00 to process a coupon), and press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Food Amount PRESS OK" or "Amount PRESS OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering the Benefit Amount" procedure.
The PROCESSING message appears, and then APPROVED appears while the first receipt prints.
6. Press the key to print the next receipt.
7. Press the key to return to the ERNEX menu.
8. Press the key to return to the READY screen.
6.4.3.5 Starting a Loyalty Card Transaction from a Pre-Authorization Transaction a. Swipe the loyalty card or key in the card number:
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Food Amount PRESS OK" or "Amount PRESS OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering the Benefit Amount" procedure.
The PROCESSING prompt appears, and then the APPROVED message appears while the first receipt prints.
b. Press the key to print the next receipt.
c. Press the key to return to the ERNEX menu.
d. Press the key to return to the READY screen.
6.4.3.6 Starting a Loyalty Card Transaction from a Pre-Auth Completion Transaction When the USE LOYALTY INFO FROM PRE-AUTH? prompt appears:
a. To complete the loyalty transaction using the data keyed in during the Pre-Auth transaction, press the key to select YES.
OR
To key in different data for the loyalty transaction, press the key to select NO.
Note: If the credit Pre-Auth was cancelled (i.e., the credit Advice was processed for a zero dollar amount), the points allocation for the loyalty Pre-Auth will also be voided.
If the APPLY TO ########## PRESS OK prompt appears, press the key to apply points to the Card number (########) displayed.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Food Amount PRESS OK" or "Amount PRESS OK"), refer to the "Customized Prompt for Benefit Amount Example" procedure.
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering the Benefit Amount" procedure.
The PROCESSING prompt appears, and then the APPROVED message appears while the first receipt prints.
b. Press the key to print the next receipt.
c. Press the key to return to the READY screen.
If the P-A ADVICE LIST menu re-appears, complete another Pre-Auth Advice, or press the key to return to the READY Screen.
If the TRANSACTION NOT FOUND message displays, press the key to return to the READY Screen.
6.4.3.7 Loyalty Card Refund
If a loyalty Purchase was processed incorrectly, use this transaction to remove the incorrectly assigned points from the loyalty card.
Most loyalty card transactions are started automatically at the end of a debit or credit transaction, however they can also be started through the Ernex menus.
Note: You must have the original loyalty Purchase receipt available in order to perform this transaction.
From the READY screen:
1. Press the key.
The MAIN MENU appears.
2. Scroll down to ERNEX, and press the key.
The ERNEX menu appears.
3. Scroll down to REFUND, and press the key.
The SWIPE OR ENTER CARD prompt appears.
4. Swipe the loyalty card on the terminal.
OR Key in the loyalty card number, and press the key.
If the ENTER CLERK ID entry screen appears, refer to the "Entering the Clerk ID"
procedure.
The ENTER TOTAL AMOUNT entry screen appears.
5. Key in the total amount of the Purchase including taxes, and press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Tracking Code PRESS OK"), refer to the "Entering Optional Information" procedure.
If the "Bonus Code PRESS OK" prompt appears, refer to the "Entering the Bonus Code" procedure.
One of the following Benefit prompts/entry screens may appear depending on your loyalty program's configuration:
If the "Pre-Tax Amount PRESS OK" prompt appears, press the key.
If the "Info Data PRESS OK" prompt appears (prompt text is variable, e.g., it could be customized to display "Food Amount PRESS OK" or "Amount PRESS OK").
If the ENTER BENEFIT AMOUNT entry screen appears, refer to the "Entering the Benefit Amount" procedure.
The ERNEX REFERENCE NUMBER entry screen appears.
6. Key in the REF # that appears on the loyalty card Purchase receipt, and press the key.
The PROCESSING prompt appears then the APPROVED message appears while the first receipt prints.
7. Press the key to return to print the next receipt.
8. Press the key to return to the ERNEX menu.
9. Press the key to return to the READY screen.