Terminal Functions
This section describes the POS terminal functions performed by a manager:
Use the Terminal Status feature to view various details and status information about the current terminal.
To view the terminal status:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select Terminal Status.
The Terminal Status screen includes:
Tab | Description |
|---|---|
Terminal Information | General information including site/company, version details, and network status. |
Peripherals | Details about connected peripherals and their status. |
Online Terminals | Information about active / online terminals at the site. |
WEB-SRM | WEB-SRM certificates and identifiers. This tab is only available when the WEB-SRM service is enabled for the site. |
Avertissement
Terminals are not operable during the refresh process.
The Refresh Data function refreshes POS terminals at the local site with the latest configuration updates.
To refresh a terminal:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column of the Functions screen, select Refresh Data.
From the Refresh Data popup, select the applicable option:
Current Terminal - Refresh the current terminal.
All Terminals - Refresh all terminals.
Select Refresh.
Note
Settle any offline transactions prior to a terminal scheme change.
The Change Terminal function changes the scheme of a POS terminal. For example, change a Front Counter terminal to Drive Thru.
To change a terminal:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select Change Terminal.
From Change Terminal, locate the terminal.
From the Action column, select Select.
When prompted, select Continue.
The current user is logged out and POS is restarted.
Open drawer sessions remain Open.
Avertissement
The Reset Terminal operation cannot be undone.
Reset a terminal and delete all data, including transaction data not synchronized with other devices.
A warning message appears if any records are not uploaded to the cloud. You can optionally force the terminal reset before the upload process is complete.
To reset a terminal:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select Reset Terminal.
Generate event logs for technical support to resolve issues with the application and/or connected devices.
Event logs include:
Local Time - Event date/time
Type - Log entry type: INFO or ERROR
Message - Event description
Source - Source of event
To view event logs:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select View Logs.
Select a log entry to view details.
Search Log List
→ →
In the Search field in the upper-right, type search criteria to locate a specific log entry.
Filter Log List
→ →
To filter the log list:
From the upper-right, select Filters.
From the Filters panel, select a filter.
Select the filter criteria.
For example, select ERROR from the Type filter to only view error entries.
Select Apply.
Note
The following function is only available on a system setup with PayPal.
To connect and pair a PayPal device with a terminal:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select Connect PayPal Reader.
When prompted, select Proceed.
From the Available Card Readers popup, select the device.