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Terminal Functions

This section describes the following terminal functions:

View Terminal Status

Use the Terminal Status feature to view various details and status information about the current terminal.

To view the terminal status:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions screen, select Terminal Status.

The Terminal Status screen consists of the following tabs:

Tab

Description

Terminal Information

Contains general information including site/company, version details, and network status.

Peripherals

Contains details about connected peripherals and their status.

Online Terminals

Contains information about active / online terminals at the site.

WEB-SRM

Contains WEB-SRM certificates and identifiers. This tab is only available when the WEB-SRM service is enabled for the site.

Connect a PayPal Reader

Note

The following function is only available on a system that is setup with PayPal.

To connect and pair a PayPal payment device with a terminal:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions screen, select Connect PayPal Reader.

  4. When asked to confirm the operation, select Proceed.

  5. From the Available Card Readers popup, select the reader to connect.

Refresh Terminal Data (Local)

The Refresh Data function refreshes the Data Management configuration data on the terminal(s).

To refresh terminal data:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions screen, select Refresh Data.

  4. From the Refresh Data popup, select the applicable option:

    • Current Terminal - Refresh the data on the current terminal.

    • All Terminals - Refresh the data on all terminals.

  5. Select Refresh.

Avertissement

Terminals are not operable during the refresh process.

Change a Terminal

The Change Terminal function provides the ability to quickly swap a POS terminal with another terminal that is configured for the site. For example, change a Counter terminal to a Drive-Thru terminal.

This feature also enables the cashier to continue entering orders and serving customers in the event a terminal becomes unusable.

Note

Settle any offline transactions prior to a terminal change.

To change a terminal:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions screen, select Change Terminal.

  4. From the Change Terminal popup, locate the new terminal.

  5. From the Action column, select Select.

  6. When prompted to confirm the operation, select Continue.

    • The current user is logged out and the Ordering application is restarted.

    • Any open drawer sessions on the terminal remain open.

Reset a Terminal

Reset a terminal and clear all its application data, including any transaction data that is not synchronized with other devices.

A warning message is displayed if there are records that are not yet uploaded to the cloud. If the terminal is reset before the records are uploaded, the records are deleted permanently.

The manager has the option to force the terminal reset before the upload process is complete, wait for the records to upload, or cancel the Reset Terminal operation.

To reset a terminal:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions screen, select Reset Terminal to access the ¶¶ÒõCloud Portal.

Avertissement

The Reset Terminal operation cannot be undone.

View Logs

Event logs are generated to provide technical support research and resolve issues with the Ordering application and its interaction with external software and/or connected devices.

To view the application event logs:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon.

  2. From the System Navigation menu, select Functions.

  3. From the Functions column of the Functions menu, select View Logs. The following information is provided for each listed log entry.

    • Local Time - Data and time of the event

    • Type - The entry type: INFO or ERROR

    • Message - Description of the event

    • Source - Where the event occurred

  4. Select a log entry to view additional details.

Search the Log List

System Navigation Functions View Logs

To search the log list:

In the Search field in the upper-right of the screen, type the search criteria to locate a specific log entry.

Filter the Log List

System Navigation Functions View Logs

To filter the log list:

  1. From the upper-right of the screen, select Filters.

  2. From the Filters panel, select a filter.

  3. Select the criteria for the filter. For example, select ERROR from the Type filter to only view error entries.

  4. Select Apply.