POS Devices

POS Devices

POS Devices Overview

"POS Devices" lists all POS devices configured at your location(s).

"POS Devices" enables you to:
  1. Access device information.
  2. Access license information and activate a license if it is not activated.
  3. Enable add-on licenses.
  4. Edit general device information.
  5. Change the POS panel theme for the device.
  6. Change the display for all selected POS devices at once using Mass Assignment.
  7. Add a POS device. When a POS device is configured at any of your locations, POS Devices automatically displays it. You can also add a POS device from this screen if required.
  8. Delete a POS device record.

1. Reaching "POS Devices"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Devices
  3. Step 3: Choose POS Devices
Figure 1.1 below will help you understand the navigation better.


Figure 1.1

2. Understanding "POS Devices" Layout

  1. Please refer to Figure 2.1 and the description of the buttons and fields below to understand the layout of "POS Devices." 

           Figure 2.1
Column Titles: Each column title indicates the type of information in the column. If you want to search for a specific device, you can filter the list using the title. 
1.1: Mass Assignment: This button lets you change the display for multiple selected POS devices at the same time.
1.2: Add New POS Device: This button lets you add a new POS device.
2.1: Edit POS Device: This button lets you edit the device's general information.
2.2: View Device Version History: This button lets you view the device's version history.
2.3: Activate License: This button lets you activate the license for the device if it has not yet been activated.  
2.4: View Device Log: This button lets you view the device's log.
2.5: Delete POS Device: This button lets you delete the device.

3. Adding a POS Device

When a POS device is configured at any of your locations, POS Devices automatically displays it in the list. You can also add a device from this screen if required.

Please follow the steps below to add a POS device.
  1. Click the "Add Device" button shown in Figure 2.1. 
  2. The Add New POS Device pop-up screen will appear, as Figure 3.1 shows.
           
Figure 3.1                                          
  1. Select the software type from the Software Type drop-down. 
    1. Select Legacy POS Bundle if the device is for a store.
    2. Select Warehouse if the device is for a warehouse.
  2. Enable Uplift, Cfd, or Lns as per your requirements.
    1. Enable Uplift if you need the Uplift feature on the device.
    2. Enable Cfd if the device you are configuring is a Customer Facing Device.
    3. Enable Lns if you need the Loyal-n-Save feature on the device.
  3. Click "Save."
  4. The system will add a new device and show a success message. You can edit the device information or assign a license based on your requirements.

4. Editing the POS Device Information 

You can only edit the device's general information, such as location, name, register number, POS panel, and license type. Certain device and license information is view-only.
  1. Click the Edit icon under Actions shown in Figure 2.1.
  2. The Edit POS Device screen will appear, as Figure 4.1 shows. 


Figure 4.1
  1. The Edit POS Device screen can be broken down into five sections. 
1. General Information
2. Device Information
3. License Information
4. Attached POS Monitors
5. Action Buttons 
4.1: General Information:

This section provides basic information about the POS device. The information in this section is editable. 

Figure 4.1.1
Field Description:
  1. Device Type: This field shows the device type, i.e., Legacy POS Bundle or Warehouse. 
  2. Location: This field shows the location where the device is assigned or configured.
  3. Name: This field shows the device name. 
  4. POS Panel: This field shows the POS Panel assigned to this location. This field will not be available for Legacy POS Bundle. 
  5. Reg Number: This field shows the device's register number. When multiple devices are at one location, they are identified by their register number.
  6. Activated: This field shows whether the device has been activated in the system.
  7. Type: This field shows the device type.
4.2: Device Information

The Device Information section shows device-related information. The information in this section is not editable. 

Figure 4.2.1
Field Description:
  1. Location: This field shows the location where the device is installed.
  2. App Version: This field shows the software's app version.
  3. Serial Number: This field shows the device's serial number.
  4. Operating System: This field shows the device's operating system.
  5. Online Status: This field indicates whether the device is online or offline.  
Notes
Note: Network and computer identification details are not included in this article because they are not required for normal customer use of the POS device's functionality.
4.3: License Information

The License Information section shows the device's license-related information. This information is view-only.


 Figure 4.3.1
Field Description:
  1. License Status: This field shows the device's license status, i.e., Active or Inactive.
  2. License Type: This field shows the device's license type.
  3. From Invoice: This field shows the license purchase invoice number.
  4. Activated On: This field shows the license's activation date.
  5. Expires On: This field shows the license's expiration date. 
4.4: Attached POS Monitors
The Attached POS Monitors section shows the information monitors attached to the device, if any. The information in this section is not editable. 

Figure 4.4.1
Field Description:
  1. Item Name: This field shows the name of the attached monitor.
  2. Paired Display: This field shows information about the paired display.
  3. Created At: This field indicates when the monitor was installed. 
  4. Updated At: This field indicates when the monitor was updated.
4.5. Action Buttons

Figure 4.5.1

The action buttons enable you to take various actions, as described below:
  1. Add-On Licenses: Click this button to activate an applicable add-on license for the device. See 5. Activating an Add-On License for more information.
  2. Show History: Click this button to view the device's version history. The POS Device Version History screen appears.
  3. Delete: Click this button to delete the POS device record.
  4. Save & Close: Click "Save & Close" to save the changes and return to the POS Devices screen.
  5. Save: Click "Save" to save the changes you have made.
  6. Cancel: Click "Cancel" to cancel changes made to the general information.

5. Activating an Add-On License

The "Add-On Licenses" button allows you to enable additional functionality for a POS device. You can view the available add-on license options and activate applicable licenses.

Follow the steps below to activate the add-on license. 
  1. Click the "Add-On Licenses" button.
  2. The Addon Licenses screen will appear, as Figure 5.1 shows. It will show already-active licenses and other license options.

Figure 5.1

Available Add-On Licenses
  1. Add Uplift: Enables the Uplift add-on license, allowing the Uplift functionality to be used in the system. When enabled, the related Uplift features and options become available to authorized users.
  2. Add Ctd: Enables the CFD add-on license, allowing the CFD functionality to be used in the system. When enabled, the related CFD features and options become available to authorized users.
  3. Add Lns: Enables the LNS (Loyal-n-Save) add-on license, allowing the LNS functionality to be used in the system. When enabled, the related LNS features and options become available to authorized users.
  4. Add Enhanced Loyalty: Enables the Enhanced Loyalty add-on license, allowing enhanced loyalty features and functionality to be used in the system. When enabled, the related Enhanced Loyalty features and options become available to authorized users.
  5. Add Smart Till: Enables the Smart Till add-on license, allowing Smart Till functionality to be used in the system. When enabled, the related Smart Till features and options become available to authorized users.
  6. Add Datacap Rental Main Lane: Enables the Datacap Rental Main Lane add-on license, allowing the Datacap rental functionality for the main lane to be used in the system. When enabled, the related Datacap rental features and options become available to authorized users.
  7. Add Datacap Rental Additional Lane: Enables the Datacap Rental Additional Lane add-on license, allowing Datacap rental functionality for additional lanes to be used in the system. When enabled, the related Datacap rental features and options become available for additional lanes.
  8. Add Identity EAIV: Enables the Identity EAIV add-on license, allowing the Identity EAIV functionality to be used in the system. When enabled, the related Identity EAIV features and options become available to authorized users.
  9. Add Datacap P2P Encryption: Enables the Datacap P2P Encryption add-on license, allowing P2P encryption functionality to be used with Datacap payment processing. When enabled, the related encryption features and options become available for authorized payment processing.
  10. Add ECommerce Add-On: Enables the ECommerce Addon license, allowing e-commerce functionality to be used in the system. When enabled, the related e-commerce features and options become available to authorized users.
  11. Add Identity Online: Enables the Identity Online add-on license, allowing Identity Online functionality to be used in the system. When enabled, the related Identity Online features and options become available to authorized users.
  12. Add Identity In-Store: Enables the Identity In-Store add-on license, allowing Identity In-Store functionality to be used in the system. When enabled, the related Identity In-Store features and options become available to authorized users.
  13. Add Cash Discounting: Enables the Cash Discounting add-on license, allowing cash discounting functionality to be used in the system. When enabled, the related cash discounting features and options become available to authorized users.
To activate the required add-on licenses:
  1. Enable the required licenses and click "Activate."

6. Applying a Mass Assignment

The Mass Assignment function lets you change the display for multiple selected POS devices simultaneously.
  1. Click "Mass Assignment," as shown in Figure 1.1. 
  2. The Mass Assignment - Display Content screen will appear, as Figure 6.1 shows.

Figure 6.1

1: Select Filter: You can select POS devices using four filter parameters: By Location, By Location Group, By POS Monitor, and By POS Device.
By Location: If you select By Location, the system will show the names of your locations in Filter Items. If you select a location from it, the system will select all devices configured at the location for the Mass Assignment operation.
By Location Group: If you select By Location Group, the system will show the names of your location groups in Filter Items. If you select a location group from it, the system will select all devices configured at the location group for the Mass Assignment operation. 
By POS Monitor: If you select By POS Monitor, the system will show the names of all monitors installed at your locations in Filter Items. If you need to select the monitors installed at a specific location, you can use the All Locations drop-down shown in Figure 6.2.
 Figure 6.2
By POS Device: If you select By POS Device, the system will show the names of all devices installed at your locations in Filter Items. If you need to select the devices installed at a specific location, you can use the All Locations drop-down shown in Figure 6.2.
2: Filter Items: Filter Items shows locations, location groups, POS monitors, or POS devices based on your Select Filter selection.
  1. Check the checkboxes to make the required selection.
3: Choose Display: Use the Choose Display drop-down to select the required display. 
4: Selected Filter Counts: This field shows the number of selected locations, location groups, POS monitors, or POS devices.
5: Apply Mass Update: Use this button to apply the Mass Update operation. 
  1. Make the required selection and click the "Apply Mass Update" button. The system will update the display of all selected devices or configure them at selected locations or location groups based on your choice.

7. Deleting a POS Device 

You can delete the POS Device record from the POS Devices home screen and the Edit POS Device screen. 
Please follow the steps below to delete an adjustment record from the POS Devices home screen: 
  1. Click the Delete button, as shown in Figure 7.1.

Figure 7.1
  1. A warning dialog will appear with two related options, as Figure 7.2 shows.

Figure 7.2
    1. Click Yes, Delete to delete the POS device record.
    2. Click Cancel to close the dialog without deleting the device.
    3. Delete a POS Device from the Edit POS Device Screen
    4. Click the Edit icon for the required POS device.
    5. The Edit POS Device screen appears.
    6. Click Delete.
    7. The confirmation dialog appears.
    8. Click Yes, Delete to delete the POS device record.
    9. Click Cancel to close the dialog without deleting the device.