Terminal Management

Terminal Management is a feature that allows users with permissions to view and manage the terminal devices configured for their Organization or a specific Location from the Terminals Datagrid in Dex.

Accessing the Terminals Datagrid

Dex provides two different paths to access the Terminals Datagrid, from the Merchant Organization or from the Merchant Location.

Both paths lead the user to the Terminals Datagrid and provide different views based on the path taken.

Accessing the Terminals Datagrid from the Merchant Organization:

  1.  Access the Organization screen by clicking Organization in the Dex main menu.
  2. Click on an Organization displayed in the datagrid to access the Organization Details screen.
  3. The Terminals card displays the number of devices associated with all the locations under the Merchant Organization.
  4. Click the Terminals card to be directed to the Terminals Datagrid.

Accessing the Terminals Datagrid from the Merchant Organization Details will allow the user to view all the devices and locations across the Organization.

Accessing the Terminals Datagrid from the Merchant Location:

  1. Access the Locations screen by clicking Locations in the Dex main menu.

  2. Click on a Location displayed in the Datagrid to access the Location Details screen.

  3. In the Product and Services tab expand the Terminals option by clicking on the carat ( ).

  4. Click on Manage in the Terminal Management section to be directed to the Terminals Datagrid.

Accessing the Terminals datagrid from the Location Details will allow the user to view all the devices for the Location.

Adding the Terminal

Users with the appropriate permissions can add a terminal by clicking on Add Terminal from the Terminals Datagrid.

Upon clicking on the Add Terminal button, the user will be directed to the Add Terminal screen to complete the required fields for the device selected.

To configure a new device:

  1. Select a Terminal Model* from the dropdown list

  2. Enter the Serial Number* of the Terminal / Device Model

  3. Select a Configuration Type* for the Terminal / Device Model

  4. Set the Device Status*

  5. Search and select the Location ID* to attach the Terminal Model

All fields Are mandatory (*). The Add Terminal button will not be enable until all the fields are filled.

Supported Values for each field:

Field 

Description

Terminal Model

Identifies the terminal model for the line item. Supported values are:

  • V400c PLUS

  • Dynaflex2GO

  • eDynamo

  • Vx520

  • DynaMag

Serial Number

The serial number of the device. 

  • V400c PLUS – Nine numeric digits

  • All Other Devices – Twelve alpha numeric digits

Device Key

Automatically generated by the system for each V400c device added.

Configuration Type 

Identifies the configuration type for the model. 

Supported values for V400c PLUS and the Vx520 are:

  • Cloud Enabled

  • Standalone

  • Hybrid-DH

  • Customer facing

Supported values for Dynaflex2GO, eDynamo or Dynamag:

  • FCO

  • BillPay

  • Dex

  • Custom

Device Status

The status of the device.

Supported values include the following:

  • Active

  • Inactive

Location ID

Location ID to be configured for the device.


Note: The V400c PLUS and the Vx520 devices can support up to 10 locations for one device.

Once all required fields have been filled follow the below steps:

  1. Click Add Terminal to add the terminal to the Organization/Location list.
  2. Upon clicking the Add Terminal button, the Terminal is added to the list and the user is directed to the Terminals Datagrid.
  3. Clicking on Cancel will close the Add Terminal modal and return the user to the Terminals Datagrid.

The follow roles have permissions to Update the terminals:

Emp Roles:

  • ADMIN
  • Base Cust Relationship
  • Base Implementation
  • Base Serv Desk TS

Non-emp Roles:

  • Partner Admin
  • Enterprise Admin
  • Enterprise Manager
  • Merchant Admin
  • Merchant Manager
  • Merchant Support

Editing a Terminal

Users with the appropriate permissions can edit the terminal information by clicking the Edit icon next to the selected device.

Upon clicking on the Edit icon, the user will be directed to the Edit Terminal screen to complete the required fields for the device selected.

The following fields are editable for users with granted permissions.

Field 

Description

Configuration Type 

Identifies the configuration type for the model.


Supported values for V400c PLUS and the Vx520 are:

  • Cloud Enabled

  • Standalone

  • Hybrid-DH

  • Customer facing

  • Custom Integration

Supported values for Dynaflex2GO, eDynamo or Dynamag:

  • FCO

  • BillPay

  • Dex

  • Custom

Device Status

The status of the device.

Supported values include the following:

  • Active

  • Inactive

Location ID

Location ID to be configured for the device.


Note: The V400c PLUS and the Vx520 devices can support up to 10 locations for one device.

Once the necessary fields have been updated, follow the below steps:

  1. Click SAVE to save the updates to the Organization/Location list.
  2. Upon clicking the SAVE button, the terminal settings are updated and the user is directed to the Terminals datagrid.
  3. Clicking on Cancel will close the Edit Terminal modal and return the user to the Terminals datagrid.
    The Connection Information section displays the following:

Field 

Description

Status

The status of the device.

Supported values include the following:

  • Online

  • Offline

Lock Status

The lock status of the device.

Supported values inclide the following:

  • True

  • False

Last Transaction

Last transaction performed by the device displayed as Month Day, Year and Time.

Note: This information only displays for the V400c PLUS model and is only visible to Forte EMP roles.

Clicking REMOVE on the Edit Terminal modal will remove the location ids attached to the device.

Upon clicking on SAVE:

  • Terminal will be removed from the location ID(s)
  • Terminal will be displayed as Disabled in the datagrid (With the EDIT option enabled for internal user only)
  • Device Status will display as “Deleted”
  • Connection Status will display as “Offline” and the last connection date will display below
  • The device will be visible in the datagrid only for Forte employees

The user with appropriate permission will be able to “ACTIVATE TERMINAL” again by editing a device with the status “Deleted”

  • Click and confirm the action to add the Terminal to the same location ID(s) again. 

Users with the following permissions can Edit a terminal:

Emp Roles:

  • ADMIN
  • Base Cust Relationship
  • Base Implementation
  • Base Serv Desk TS

Non-emp Roles:

  • Partner Admin
  • Enterprise Admin
  • Enterprise Manager
  • Merchant Admin
  • Merchant Manager
  • Merchant Support

Enabling Cloud Services Corporate

Cloud Services

The cloud services solution enables V400c PLUS control via REST APIs through web or native apps, removing the need for a device handler and enables the V400c PLUS to be triggered from any device (PC, Mac, Tablets, Mobile Phones) running the checkout application.

Enabling Cloud Services

To activate the Cloud Services for the V400c PLUS

  1. Access the Locations screen by clicking Locations in the Dex main menu.

  2. Click on a Location displayed in the datagrid to access the Location Details screen.

  3. In the Product and Service tab expand the Terminals option by clicking on the carat.

  4. Enable Cloud Services by clicking on the toggle and confirm the action in the confirmation popup.

Note: Clicking on Cancel in the confirmation popup will close the popup and cancel the user action

Disabling the Cloud Services

To disable the Cloud Services

  1. Access the Locations screen by clicking Locations in the Dex main menu.

  2. Click on a Location displayed in the datagrid to access the Location Details screen.

  3. In the Product and Service tab expand the Terminals option by clicking on the carat.

  4. Disable Cloud Services by clicking on the toggle and confirm the action in the confirmation popup.

Note: Clicking on Cancel in the confirmation popup will close the popup and cancel the user action

Users with the following roles have permissions to enable/disable cloud services:

  • ADMIN
  • Base_Serv_Desk_TS
  • Base_Cust_Relationship
  • Base Implementation

Users with the following roles have permissions to view the cloud services settings:

  • Base_Forte
  • Product_Support

Viewing the Datagrid

Terminals Datagrid

The Terminals datagrid provides the user the ability to view and manage (with appropriate permissions) the terminal devices configured for their merchant locations.

Accessing from the Merchant Organization:

If accessing the terminals Datagrid from the Merchant Organization, devices and locations configured for all locations within the Merchant Organization will be displayed on the Terminals Datagrid.

Accessing from the Merchant Location:

If accessing the Terminals Datagrid from a Merchant Location, devices configured for the single location will be displayed on the Terminals Datagrid.

Viewing the Terminals Datagrid:

Column

Description

Terminal Model

Identifies the terminal model for the line item. Supported values are:

  • V400c PLUS

  • Dynaflex2GO

  • eDynamo

  • Vx520

  • DynaMag

Device Status

The status of the device.

Supported values include the following:

  • Active

  • Inactive

Serial Number 

The serial number of the device.

  • V400c Plus - Nine numeric digits

  • All Other Devices - Twelve alpha numeric digits

Location ID

Identifies the Location ID configured for the device.


Note: The V400c PLUS and the Vx520 devices can support up to 10 locations for one device.

Configuration 

Identifies the configuration type for the model. 

Supported values for V400c PLUS and the Vx520 are:

  • Cloud Enabled

  • Standalone

  • Hybrid-DH

  • Customer facing

  • Customer Integration

Supported values for Dynaflex2GO, eDynamo or Dynamag:

  • FCO

  • BillPay

  • Dex

  • Custom

Connection Status

Identifies the connection status of the device. Supported values include the following:

  • Online

  • Offline

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