1. Create a payment terminal
From the back office, go to Account Details > Peripherals.
Select Payment Terminals > Add Terminal > Add a supplier name, terminal ID, and terminal type.
ℹ️ The terminal ID must follow the structure below to connect to POS or kiosk : [terminal model]-[serial number]. The serial number, also referred as S/N can be found on the back of the terminal.
Examples :
V400cPlus-450462508
V400m-346987995
UX300-442312115
2. Create a device (POS or KIOSK)
From Peripherals > Device, Click on Add a device.
Enter the name of the device and save.
The device will be saved with a unique ID and the status will be on unsassigned.
These devices need to be linked afterwards with a physical POS or KIOSK device. One device should only be linked to one physical device.
If you want to create a safe, which won’t be linked to a device, please contact your Account manager.
ℹ️ Impotant note
The option “Mark device as end-of-life” checkbox enables you to deprecate/archive a device. Once saved, the POS/KIOSK will be unlinked. In case of the POS, it will be unliked after closing the last sales session.
3. Link your devices and terminals
3.1. Link self-service KIOSK
When opening the KIOSK for the first time you will be able to link the device.
3.2. Link POS
ℹ️ Important note
If you are based in France or Belgium, and the device is not linked : when the user logs in, an error will be shown. Please contact your Account Manager to help set up your device.
On the POS :
Click on your profile and go to POS settings.
On Devices, select one of the unassigned devices.
After saving, your physical device will now be linked and new features will be enabled.
ℹ️ Important note
Once linked, you will no longer be able to perform sales in multiple currencies, only the main currency will be supported.
All your transaction will appear in the cashbook under the right device name.
3.2.1. What is new
Now when you open sales, you will be asked to determine where does your starting money come from or if it was already in the drawer from last session.
You will now be able to do cash transfer from and to other devices on the POS.
Transfer in : money that you added to the drawer from another device or safe.
Transfer out : money that you took out of the drawer and sent to another device or safe.
When closing sales, you will also be able to indicate whether the money will be placed in another location or kept in the cash drawer.
ℹ️ The money transfers will appear in the receipt and impact your drawer content accordingly.
3.2.2. Limitation
You can only do transactions and transfers with the main currency.
If you don't link the devices, you will not be able to use cash transfers.
3.3. Link the terminals
When opening the KIOSK for the first time you will be able to link a payment terminal.
In POS settings, you will be able to view all payment terminals in your configuration with their connectivity status.
You can select which terminal to use for card payments.
