Create a new Terminal Location

How do I create a new Terminal

In this article, we will walk through Adding Additional Terminals to Locations That You Have Set Up.

Step-by-Step:

Step 1: Start by navigating to terminal management found within the settings module by clicking the gear icon (1) in the top right-hand corner and finding "Terminal Management" (2) from the left-hand navigation menu.


Step 2: Across the top of terminal management, you'll need to select the desired location where you'll be creating a new terminal (3).
 
Step 3: Using the "Add Terminal" button (4), you'll be presented with the terminal creation wizard.
 



(1) You'll need to add the desired terminal name.
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(2) If you would like to receive on-demand notifications directly on the terminal.
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(3) If the terminal will require an employee PIN when creating a Quick Tab.
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(4) If the terminal will require an employee PIN to add items, edit orders, or process payments.
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(5) If the employee lock screen will be used to display only orders tied to the currently logged-in employee. A lock icon will appear in the top-right corner to allow quick user switching.
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(6) The number of seconds before the Automatic PIN lock activates after the terminal has been idle. Leave blank if you do not wish to enable this feature.
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(7) The number of seconds before the Automatic Logout triggers after the terminal has been idle. Leave blank if you do not wish to enable this feature.
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(8) If you would like to enable signature and tip functionality on the screen after payment is completed. This is typically used for tableside service devices such as Microsoft Surface Pro.
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(9) If you want register tabs to be automatically saved without manual action.
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(10) Select how tabs should behave when reopened (e.g., resume where left off or reset depending on configuration).
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(11) If you would like orders to be automatically sent to preparation (kitchen/bar) after payment is completed.
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(12) Select the printer that will be connected to this terminal for receipt or order printing.
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Step 4: Once you've filled out the above information, you can finalize the terminal creation by selecting "Add Terminal"

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