Terminal Manager

Terminal Manager

Terminal Manager is used to add, modify, reset, and delete registered POS terminals. 

For those who have complex arrangements of POS terminals at their winery brand(s), this tool is indispensable.

NOTE: User permission is required to access this feature.

Navigating to Terminal Manager

Terminal Manager is located at POS > Terminal Admin:

Viewing the Terminal Manager List

Once in Terminal Manager, you will see POS terminals for the selected brand.  Note that each terminal has:

1. Terminal ID: A unique identifier assigned to each terminal. This is used to identify orders processed via this terminal. (Search->Orders).
2. Terminal Name: A descriptor which is created by the user during initial creation, and can be edited later. Click to edit a terminal.
3. Location: Where this terminal is physically located. This allows you to select the default pull location for this specific terminal in Company->Txn Source Locations.
4. Quickpick Set: The default Quickpick set assigned to this terminal.
5. Status: The terminal's current Status, which can be
   1. In Use: The Terminal ID is assigned to a physical terminal.  Every order originating from this terminal will have the Terminal ID of this terminal.
   2. Available: This terminal ID is currently unused, and needs to be assigned.
6. Assigned Date: Date of assigning this POS profile to an actual POS Physical Terminal
7. Assigned By: The user who assigned this Terminal profile to the physical terminal.
8. Function: Trashcan icon/Delete: A terminal cannot be deleted if it is in use.  
   1. NOTE: Deleting a terminal also removes the future ability for you to search against orders with that terminal ID.

Adding a New Terminal

Create a new physical terminal:

1. Name the terminal. Consistent formatting of terminal names is suggested.
2. Select the physical location of this terminal.
3. Select the default Quickpick set for this terminal.
4. Click on Add Terminal button to create this terminal.

You will now see this terminal on the Terminal List, and is now available to edit and register.

IMPORTANT: Once this terminal is created, you MUST go to Company-Txn Source Locations and select the default pull-location for this terminal.

Editing a Terminal

It is necessary edit the terminal after creation.

To access additional settings for new and existing terminals click on the Terminal Name.

You can then set or edit any of the following:

1. Terminal Name: The name of this terminal.
2. Location: Where this terminal is located, as defined by Company-Locations.
3. Inventory Location: The default location from which inventory will be pulled for transactions processed on this terminal (Company-Locations).
4. The Payment Gateway: As defined in the Company-Transaction Source Locations.
5. Quickpick Set: The default Quickpick set of products that shows when launching this POS terminal.
6. Default Purchase Source: The Sales Channel/Order Source to be assigned to orders placed at this POS terminal (Sales Channels).

Check Boxes -

1. In Use: If this terminal is registered (via POS > Manage).  

   NOTE: If a registered terminal reverts to Virtual Terminal, click here to release & re-register a terminal.

2. Print Receipts: Set this to automatically print receipts for every transaction on this terminal.
3. Has EMV: Click this if the terminal is connected to a credit card reader from Open Edge.
4. Email Receipts: Set this to automatically email receipts to the consumer (if associated to this order) for every transaction. This can be manually adjusted in the POS for each order.
5. Save New Credit Cards: Set this to automatically save the credit card provided for each transaction.
6. Show order Tabs: Click this to enable and show tabs for saved, unpaid, orders on physical terminals (not available for virtual terminals). More details on Order Tabs can be found in this article.
7. On Premise: When checked CRV will not be applied to product that it is assigned to. More details on CRV- On Premise can be found in this article.

8. Tipping: Off by default, select either Touchscreen for iPad-based tipping, or Use Printer for tipping via printed receipt.  When either mode is selected, Tip % Defaults can be edited and saved.  Tipping can be turned off at any time.

   NOTE: Tipping is only available on Physical Terminals (with a Terminal ID).

9. Last Assigned On & Assigned By are read-only, and updated when a terminal is registered.

Click SAVE to keep new settings.

Deleting a Terminal

You can only delete a terminal when it is not in use.  

PLEASE NOTE: if you delete a terminal, orders with that terminal it will not be searchable Search->Orders.