Manage Sites
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Use the Sites editor to manage company site information including the site name, address, associated users, and service subscriptions of each site.
To create a new site, see Create Site.
To manage existing sites:
From the聽Sites聽homepage, select the site.
From the Actions dropdown, select the 抖阴Site Actions.
抖阴Site Actions
The following table describes the actions available from the Actions menu of the Sites editor.聽The available actions depend on whether a single site or multiple sites are selected.
Action | Description | Availability |
|---|---|---|
Data | ||
Delete live transactional and reporting data from the selected site. | Single site | |
Copy Data Management configuration data from an existing site to a new site. | Single site | |
Refresh the devices at selected sites with the latest POS and/or XKM configuration data defined in Data Management. | Single and multiple sites | |
Sites | ||
Delete | Delete the selected site. | Single site |
Edit | Edit site details including the name, address, associated users, and service subscriptions. When multiple sites are selected, only service subscriptions are available for edit. | Single and multiple sites |
Tags | ||
Assign identification tags to the selected site(s). Use the Tag Manager to manage site tags. | Single and multiple sites | |
Remove identification tags from the selected site(s). | Single and multiple sites | |
Users | ||
Assign one or more users to the selected site(s). | Single and multiple sites | |
View Users | View the list of users and user groups assigned to the selected site. From the Users and Groups page of the site record, manage the users and user groups assigned to the site. | Single site |
Assign Users聽to Sites
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To assign users to one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽menu, select聽Assign Users.
From the聽Add Users聽window, select the users to assign to the sites.
Select Add [#] Users.
Add User Groups to a Site
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To add user groups to a site:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select聽Edit.
From the menu pane on the left, select聽Users and Groups.
Next to the Add User button, select the downward arrow.
Select Add User Group.
From the Add User Group window, select the user groups.
Select Add.
From the upper-right, select Save.
Remove Users and Groups from a Site
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To remove聽users and/or user groups from a site:
From the聽Sites聽homepage, select the site.
From the聽Actions聽menu, select聽View Users.
From the Users and Groups page, select the users and/or user groups to remove from the site.
From the聽menu bar, select聽Remove.
When prompted, select Delete to confirm the operation.
View Contact List for a Site
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To view the contact list for one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Contacts.
The following details are provided for each listed contact:
Field
Description
First Name / Group
First name of contact or user group name.
Last Name
Last name of contact.
Company
Name of the related company.
Email
Email address of the contact.
Receives Reports
Indicates if the contact has clearance to receive reports.
Add Services to Sites
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To add service subscriptions to sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Services (if necessary).
From the upper-right of the Services screen, select Add Service.
From the Add Services window, select the service subscriptions.
From the lower-right of the Add Services window, select Add [#] Services.
Configure Services
Services that require configuration are highlighted in yellow. To configure service聽subscriptions:
On the row of the service, select the 3-dot menu.
From the dropdown, select Edit.
Complete the configuration form for the service.
Select Save.
Activate a Service for Sites
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To activate a service subscription for one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Services (if necessary).
The service subscriptions for the selected site(s) are listed.
The Assigned To column specifies the number of sites (out of the number of sites selected in step 1) where the service is activated.
In the Assigned To column on the row of the service, select the globe icon.
On the row of each site on the Assign Sites window, toggle In Use to Yes/No to activate/deactivate the service.
When a service is deactivated, all related configuration information is removed.
Select Save.
From the lower-right of the Add Services window, select Add [#] Services.
Edit Services for Sites
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To edit the service subscriptions for one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Services (if necessary).
The service subscriptions for the selected site(s) are listed.
Services that require configuration are highlighted in yellow.
On the row of the service, select the 3-dot menu.
From the dropdown, select Edit.
Complete the configuration form for the service, and then select Save.
Repeat steps 4-6 to configure each listed service.
From the lower-right of the Add Services window, select Add [#] Services.
Data Exclusions
If a delivery provider service does not support one or more 抖阴Cloud POS data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.
Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.
To exclude a data key collection from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select聽Add Data Exclusions.
From the Add Data Exclusions window, select the data keys听迟辞听别虫肠濒耻诲别.
From the lower-right of the Add Data Exclusions window, select Add # Exclusions.
To exclude a custom data key from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.
In the Value field, type the data key to exclude.
From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.
Refresh Menu for Delivery Provider
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To refresh the menu for a delivery provider for one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Services (if necessary).
On the row of the service, select the 3-dot menu.
From the dropdown, select Edit.
Select Refresh Menu.
When prompted, select Refresh.
Revenu Qu茅bec WEB-SRM Service
The following identifies the configuration settings for the Revenu Qu茅bec WEB-SRM service. The Sales Recording Module (SRM) service records all financial transactions made at the POS.
WEB-SRM: General Settings
From the General page of the Revenu Qu茅bec Web-SRM form, define general settings about the service, including its active status and identifiers.
From the General section, define the following:
Setting
Description
Active
Toggle Yes to enable the Revenu Qu茅bec Web-SRM service for the site.
Environment
From the dropdown, select the default environment where the service runs.
The selected environment determines which APIs are used聽to send requests to WEB-SRM.
Use the Development environment for quality assurance and testing purposes.
Use the Testing environment for certification ONLY.
Activity Subsector
From the dropdown, select the default activity subsector (e.g. Restaurant, Bar) for the company.
Account Owner
Type the first and last name of the individual who represents the site owner.
The Account Owner name is printed on the User Report.
From the Identifiers section, define the following:
Setting
Description
Mandatory ID
Type the Mandatory ID (Number) provided by Revenue Qu茅bec without any additional symbols.
This number is primarily used to identify the owner of the digital certificate.
Billing File Number
Type the Billing File Number provided by Revenue Quebec without any additional symbols.
This number is primarily used to identify a sector of activity and, if applicable, the location of the establishment based on its QST registration number.
Authorization Code
Type the Authorization Code provided by Revenue Quebec.
This number is primarily used to identify the party using the WEB -SRM and to obtain a digital certificate. Keep authorization codes聽confidential.
WEB-SRM: Destination Mapping
From the Destination Mapping page of the Revenu Qu茅bec Web-SRM form, map order destinations to specific subsectors (e.g. Restaurant, Bar).
The Activity Subsector selected on the General page is used for all order destinations not identified here.
To map destinations to subsectors:
From the upper-right of the Destination Mapping page, select Add Destinations.
From the Add Destinations window, select the destination(s).
From the lower-right of the Add Destinations window, select Add Item(s).
From the Subsector dropdown for each destination, select the subsector to map to the destination.
WEB-SRM: Payment Type Overrides
If any payment types do not correspond to the default payment type mapping, configure the necessary payment type overrides from the Payment Type Overrides page of the Revenu Qu茅bec Web-SRM form.
From the upper-right of the Payment Type Overrides page, select Add Payment Types.
From the Add Payment Types window, select the payment type(s).
From the lower-right of the window, select Add Item(s).
From the RQ聽Payment Type dropdown, select the聽Revenu Qu茅bec payment type to map to the 抖阴payment type.
WEB-SRM: Device Certificates
From the Device Certificates page of the Revenu Qu茅bec Web-SRM form:
View details about the WEB-SRM certificates for POS terminals, including the certificate status.
Generate, update, and revoke certificates, as needed.
The following information is provided for each POS terminal:
Column | Description |
|---|---|
Terminal Name | Specifies the terminal name. |
Nickname | Specifies the nickname defined for the device certificate. |
Expires | Specifies the expiration date for the device certification. This column supports the standard sort function. |
Certificate Status | Indicates the current status of the device certificate. The possible statuses include:
|
3-Dot Menu | The actions available from the dropdown are dependent on the status of the certificate:
NotaDevice certificates can also be managed for a specific terminal from the Revenu Quebec Web-SRM page of the Terminals editor. |
WEB-SRM: E-Commerce
From the E-Commerce page of the Revenu Qu茅bec Web-SRM form, identify which payment types are ALWAYS used for E-Commerce:
From the upper-right of the E-Commerce page, select Add Payment Types.
From the Add Payment Types window, select the payment type(s).
From the lower-right of the window, select Add Item(s).
From the lower-right of the Revenu Qu茅bec Web-SRM form, select Done.
Remove Services from Sites
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To remove a service subscription and all related configuration from one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Services (if necessary).
On the row of the service, select the 3-dot menu.
From the dropdown, select Remove.
From the Remove Services prompt, select Remove.
View Terminal Status at a Site
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To view the online status of terminals at a site:
From the Sites homepage, locate the site.
To determine the online status of the terminals, reference the Status column.
The following table describes the status indicators:
Indicator
Description
Some site terminals have errors. The total number of errors is displayed.
At least one online terminal is issuing a warning.
No site terminals have errors. At least one terminal is online.
All site terminals are offline.
To view additional details about the terminals, select the text in the Status column.
A popup window displays a list of expandable items. Select a terminal from the list to view its software, network, and hardware details including the connected peripheral devices.
Additional details are not available for terminals with an Offline status.
If a terminal is offline AND deleted from Data Management, "Pending deletion" is displayed beneath the terminal name.
If a terminal is offline AND unmapped from the site, "Pending removal" is displayed beneath the terminal name.
Support User PIN
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The following describes how to generate a temporary user PIN for Support Users. The user PIN is used to securely sign on to the 抖阴Cloud POS application at a site to start a support session.
From the Sites homepage, locate the site.
From the Status column, select the displayed text (e.g. Online).
From the upper-right of the popup window, select the 3-dot menu.
From the 3-dot dropdown, select Support User PIN.
From the Support User PIN window, select the user for whom a PIN is needed.
From the lower-right of the Support User PIN window, select Continue.
From the Support PIN window, reference the generated PIN.
A new PIN is generated every sixty (60) seconds.
From the lower-right of the Support PIN window, select Close.
View Kitchen Station Status at Sites
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To view the status of 抖阴Kitchen Management (XKM) stations at a site:
From the Sites homepage, locate the site.
To view the XKM online status for the site, hover the cursor over the text in the Status column.
To view details about the kitchen stations, select the text in the Status column.
From the popup window, select XKM to expand the station list. The online status and application version information for each station is displayed.
From the station list, select a station to view additional details, including network and hardware information.
Additional details are not available for offline stations.
Add Alternate Languages to Sites
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To add languages to one or more sites:
From the聽Sites聽homepage, select the sites.
From the聽Actions聽dropdown, select Edit.
From the menu pane on the left, select Alternate Languages.
From the upper-right of the Alternate Languages section, select Add Alternate Languages.
From the Add Alternate Languages window, select the language(s).
From the lower-right of the Add Alternate Languages window, select Add [#] Item.
From the upper-right of the screen, select Save.