Processing a Pre-Authorization with Loyalty

Follow the procedure below to allocate Loyalty points to a Loyalty card for a temporary amount when the final amount of a credit card Purchase is not known.

Note: Loyalty points will not be awarded until the transaction is completed.

To process a Pre-authorization with Loyalty:

1.       Perform the credit Pre-authorization transaction on the terminal.

2.       Press the * (asterisk) key to return to the applications menu.

3.       Select GIFT & LOYALTY.
The GIFT & LOYALTY transactions menu appears.

4.       Select Pre Auth.
The Pre Auth menu appears.

5.       Select Pre Auth.
The "Total Amount:" prompt appears.

6.       Key in the pre-authorized amount and press the green key. To determine the amount, refer to the Amount : $ line on the Pre Auth receipt.
The "Accept amount?" prompt appears.

7.       Do one of the following:

●        Press Yes to accept the pre-authorized amount. The "Swipe or Enter Card:" prompt appears. Proceed to step 8.
OR

●        Press No. The "Total Amount:" prompt appears. Repeat step 6 and 7 again.

8.       Swipe the Loyalty card on the terminal or manually key in the card number and press the green key.

●        If the "Clerk ID" prompt appears, key in the clerk ID and press the green key.

●        If the "Invoice Number" prompt appears, key in the invoice number and press the  green key.

●        If prompted, key in the additional transaction information and press the green key.

●        If the "Benefit Amount" prompt appears, press the green key to confirm the amount displayed OR key in the benefit amount to be rewarded and then press the green key.

●        If the "Bonus Code" prompt appears, enter the appropriate bonus code and press the  green key. Consult your manager if you are unsure what to enter.

Note: Depending on the Loyalty Program configuration, the benefit amount prompt can differ.

Note: The benefit amount must be equal to or less than the Total Amount value.

9.       Press the green key.
The terminal communicates with the Moneris host.
When the transaction completes, the terminal displays "000 Approved" and the Cardholder copy of the receipt prints.

10.   Tear the receipt and press the green key.
The Merchant copy of the receipt prints. The terminal returns to the Loyalty Pre Auth menu.

11.   Press the red key to return to the GIFT & LOYALTY transactions menu.

12.   Press the * (asterisk) key to return to the applications menu.