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 the device information.
  2. Access the license information and activate the 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 shows it. However, if required, you can add a POS device in Control Center from this screen.
  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 helps you to change the device's display. 
1.2: Add New POS Device: This button lets you add a new device if required. 
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 still needs to be 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 Device" automatically shows it in the list. However, you can 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. You cannot edit the device's technical information and license information. Please follow the steps below to edit the device information.
  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 installed.
  3. Name: This field shows the device name. 
  4. POS Panel: This field shows the panel's name installed on the device. 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 installed in a store, they are identified by their name and register number. 
  6. Activated: d
  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. Computer Name: This field shows the computer name.
  6. LAN IP: This field shows the device's LAN IP.
  7. External IP: This field shows the device's external IP.
  8. Online Status: This field indicates whether the device is online or offline.  
4.3: License Information

The License Information section shows the device's license-related information. The information in this section is not editable. 

 Figure 4.3.1
Field Description:
  1. License Status: This field shows the device's license status, i.e., Active or Inactive.
  2. License Key: This field shows the device's license key.
  3. License Type: This field shows the device's license type.
  4. From Invoice: This field shows the license purchase invoice number.
  5. Activated On: This field shows the license's activation date.
  6. 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. Device Logs: Click this button to view the device log information. Once you click, the POS Device Logs screen will appear, as Figure 4.2 shows. Select the date range to view the device logs.

Figure 4.5.2
  1. Addon Licenses: Click on this button to activate an addon license for the device. "5. Activating Addon License" explains more about it.
  2. Show History: Click this button to view the device's version history. Once you click it, the POS Device Version History screen will appear, as Figure 4.3 shows.

Figure 4.5.3
  1. Delete: This button lets you delete the device record. 
  2. Save & Close: If you click the "Save & Close" button, the system will save the changes made and navigate you to the POS Devices screen.  
  3. Save: This button lets you save the changes you have made at any point.
  4. Cancel: This button lets you cancel the changes made to the general information. 
  1. Make the required changes and click "Save." 

5. Activating an Addon License

The "Addon Licenses" button enables you to add more device functions. You can view the add-on license options and activate the licenses based on your purchase plans. 
Please follow the steps below to activate the add-on license. 
  1. Click the "Addon Licenses" button shown in Figure 4.1.
  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
  1. Uplift: Enable Uplift if you need the Uplift feature on the device. It is already active, as shown in Figure F.
  2. Add Lns: Enable Add Lns if you need the Loyal-n-Save feature on the device.
  3. Add Cfd: Enable Add Cfd if you need the Customer Facing Display feature.
  1. Enable the required licenses and click "Activate."

6. Applying a Mass Assignment

The Mass Assignment function lets you change the display for all selected POS devices simultaneously. Please follow the steps below to perform a mass assignment.
  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 H.
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 continue the POS Device record.
    2. Click "Cancel" to close the pop-up and skip the deletion process. 
  1. To delete the POS Device record from the Edit POS screen: 
    1. Click the Edit icon highlighted in Figure 1.1.
    2. The Edit POS Device screen will appear, as Figure 4.1 shows.
    3. Click the "Delete" button. The warning dialog will appear, as Figure 7.2 shows.
    4. Click "Yes, Delete" to delete the POS Device record. 
    5. Click "Cancel" to close the pop-up and skip the deletion process. 

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