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Adding Devices to the POS Profile

4
Mar

By clicking +Add Device inside of POS Profiles, you can configure the Hardware or connected peripheral Devices. *Note: You can use the same POS profile on multiple Points of Sale if they all behave and connect similarly. 

Adding a Receipt Printer

When adding a new Receipt Printer you will want to press +Add Device the first dropdown menu for “Type” you should select Printer

The second drop down can vary based on the type of printer you are going to be using. Epson and ESC/POS are the most common device selections and will be compatible with most printers.

Once that has been selected, press OK to confirm your selections.

The next step is to assign a Port for this device, this refers to the physical connection type for the device.

This again, can vary based on your particular printer, but the most common selections are going to be USB_LPT1 (For USB connected printers on Linux) or System Printer (For printers that are recognized/installed already in Windows).

For Printers that are installed as System Printers you’ll need to assign a Variable under Port Parameter referencing the printer’s name in Windows.

You can use a Default Value if all devices using this POS profile will use the same Variable. If the Points of Sale will have unique Variables then that is where the Variable field is most useful.

Adding a Cash Drawer

Almost all configurations will have the Cash Drawer connect directly to the back of the Receipt Printer itself.

When adding a Cash Drawer click + Add Device and select Cash Drawer and the device will be ESC/POS.

Fill out the rest of the settings according to the Printer settings it is attached too, they should match eachother.

Adding a Credit Terminal Device to the POS Profile 

For detailed instructions on connecting a PAX Credit Terminal to your Point of Sale, please reference our PAX Set up manual page.

For detailed instructions on connecting a Dejavoo Credit Terminal to your Point of Sale, please reference our Dejavoo Set up manual page.

For detailed instructions on connecting a Genius Credit Terminal to your Point of Sale, please reference our Genius Set up manual page.

For detailed instructions on connecting an Econduit Credit Terminal to your Point of Sale, please reference our Econduit Set up manual page.

Assigning Additional Settings on Hardware Devices

Some devices when added will give you an option to assign things like Baud Rate, Initialization Commands, and Port Parameters.

Baud Rate: Can be required in some instances when connecting devices such as external customer displays. It refers to information transfer speeds and it can be important to match this to the device’s settings when required. This is typically not required.

Initialization Commands: Are used to Start a specific service on the host device that enables communication between certain devices. This is typically not required.

Port Parameters: Refer’s specifically to the Port type selected and can be used to specify things such as the Name of a printer, or the IP address of a device. Default Value would be used for ALL devices using this POS profile, whereas a Variable can be configured per Point of Sale

Point of Sale Device Configuration Variables

Under the menu option Sales > Points of Sale you can edit individual Point of Sale units. From here you can set specific Device Configuration Variables for your Points of Sale one at a time if they have a unique set up.

Click the + Add option under Device Configuration Variables, from there you can select from a list of already created Variables or click the option for + Create Device Configuration Variable.

When creating a new Device Configuration Variable, you want to assign it a name (typically something that references the type of variable like printer or credit terminal) Once the name has been assigned you can then assign it a Value. That Value will be unique to this Point of Sale.

You can have a POS Profile reference the same Device Configuration Variable, such as printer, but have the Value for each of those be unique for every Point of Sale. That would allow a single POS profile to be used on all of the Points of Sale even if the printers all have different names.