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Editing POS devices

If you ever need to edit the POS device information, you can easily do so from the Back Office. After selecting a device name from the POS device configurations page, you will be brought to that specific device’s settings page. From here, you can modify and select the settings you wish to be applied to this POS device.

NOTE: If you ever wish to modify the device profile assigned to that POS device, you’ll need to configure the POS device profile instead. See Configuring device profiles for more information.

In this article, we also explain how to deactivate the devices, how to verify their settings and how to reload several devices at once. If you are only interested in one of the mentioned points, you can jump directly to the desired topic with the links below.

To edit POS device settings from the Back Office:

  1. From the main navigation menu of the Back Office, go to Configuration > Devices > Devices.
  2. To access the editing page you can either select Edit next to the desired device or directly select the appropriate device name.
  3. On the subsequent page, make your preferred changes to the device configuration. The following articles provide more information on what these settings mean.
  4. Select Save to apply the new settings.

Restaurant-Edit-POS-Devices.png

In the following paragraphs, we will explain the different setting areas. If you are only interested in a specific setting, you can jump to the corresponding topic using the hyperlinks below:

Device information settings

From the device settings page, you can edit and configure settings for the POS device.

Restaurant-BO-Device-Information.png

Device Shows the given device name. If you change it, make sure you stick to the 8-character limit and remember it must be unique.
Default sales point for this device Represents a designated floor plan for this device. Instead of setting it up here, we recommend you do it from the Configuration > Configurations page.
Default POS configuration

Indicates the current POS configuration in use.

NOTE: Staff can also alter the settings directly on the iPad if they have appropriate permissions.

Payment terminal Allows you to connect your device to a payment terminal. Note that you first must add a payment terminal to the Back Office.
Customer display device Displays the device being used as a customer-facing display screen.

 

Printing configuration settings

From the device settings page, you can also specify some printing settings for this particular POS device.

We recommend setting up printers and linking them to an account profile from the Configuration page. With that said, the following settings can be configured for your POS device for printing customer receipts or order tickets.

Restaurant-BO-Printing-Configuration.png

Printer profile for customer receipts Indicates when a printer is connected to a device, but we recommend linking printers to device configurations.
Printer profile for printing notes Links a printer to print draft receipts or order ticket, but we recommend linking printers to device configurations.

 

Account sharing settings

From the device settings page, you can also specify account sharing settings.

The Account Sharing Role allows you to specify whether a POS device should be an active or passive device. You can assign the following roles:

Restaurant-BO-Account-Sharing-Settings.png

Active Device An active device is in charge of administering the data traffic between your Back Office and all POS devices at your site.
Passive Device

Passive devices can be understood as secondary devices, like a remote – they do not store data and are used to communicate with the POS app. Passive devices can be turned off during a shift.

NOTE: If only one active device is listed, and you are switching this to passive, it will result in the loss of all open orders.

Preferred Active Device Represents the main host, if you use multiple Active Devices. Data will be transferred to this active device first, and if the system cannot administer the request, data will be redirected to another active device.
Forced Active Device If selected, this is the only active device to exchange data with the Back Office.

 

NOTE: If you switch a device from active to passive, it is only applied on the next business day. But if you switch a device from passive to active, the change is immediate.

 

Takeaway option settings

From the device settings page, you can configure pickup number count.

Collection codes are linked to the account profile “Takeaway” and allow you to print a unique number on the receipt. This number can be used to identify the order for the customer.

You can reset the pickup number count every day, or you can wait until it reaches the limit and goes back to the first number.

Restaurant-BO-Takeaway-Options.png


Deactivating POS devices

If you ever need to remove a POS device from your system, you may disable it from the POS device configuration table. This won’t permanently remove the POS device, but it deactivated devices are not visible on this page if you select Hide inactive devices. NOTE: If you are disabling a device, this also removes its connection code.

To deactivate a device:

  1. From the main navigation menu of the Back Office, go to Configuration > Devices > Devices.
  2. Select Disable.
  3. Confirm that you wish to deactivate the device.

Restaurant-BO-Disable-POS-Devices.png

 

Auditing devices

If you want to check the basic actions performed on a POS device (such as a POS user opening a sales period or clocking in) you may choose to audit the device. This will display an events log for the selected POS device.

  1. From the POS device configuration table, select Audit next to the desired device
  2. An events log for the selected device will open.

Reconfiguring selected devices

If you have made changes in the Back Office that require transferring new data to your POS devices, you may bulk send the changes to a group of devices so their POS device configuration is updated all at the same time.

  1. From the POS device configuration table, activate the checkbox on the left of the desired devices you wish to update.
  2. Select the button Reconfigure for POS devices.
  3. The device configuration will reload for POS devices actively running the Restaurant (K Series) POS app.

 

What’s next?

Now that you understand POS devices and how they are displayed on the Back Office, let's talk about configuring profiles for POS devices.

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