Terminals are the POS stations or handheld devices running Salido. They communicate information between team members, printers, and Kitchen Display Systems (KDS).
Terminals can be used on the sales side of operations and function as time clock devices for employees. Terminals are defined by Location and Revenue Center.
To Add a New Terminal in the Bridge
1. In the Bridge, navigate to Settings > Devices, and then click Terminals
2. Select the appropriate Location from the drop-down menu to assign the Terminal to that specific location
3. Click + New Terminal or, click the row of the terminal you want to edit
4. Configure the Terminal
- Name — Create a name for the terminal, e.g., Server Terminal One
- Default Revenue Center — Select the Default Revenue Center from the drop-down menu to assign the terminal to that specific revenue center
- Default View — Select the screen that the user is navigated to upon logging in (e.g., Floor Plan (default), Checks List, New Check)
- Menu Schedule — Assigns a specific, pre-built menu schedule to override the standard active menu default on a terminal-by-terminal basis
- Role — Using the Role drop-down menu, select whether you want this terminal to act as a Time Clock or a POS
- Default Order Type — The default order type that will be selected when the user opens a new check
- Auto Logout (amount in minutes) — Defines how long the device or station will remain connected to the Bridge without activity. To keep the device online 24 hours a day, set the Auto Logout (amount in minutes) time to 0. Otherwise, enter the desired amount of time in minutes to have the user automatically logged out after a set time of inactivity.
- Auto Close Check On Paid — Choose whether or not to auto-close the check once payment is received
- Seat Assignment — Choose whether seat assignment is Required, Optional, or Use Hotkeys to help ensure food and beverages are accurately delivered to guests and make splitting checks easier
- Send Items Action — Determines what happens on a POS terminal immediately after a server sends an order: Send and Stay (default), Send and Back to Default View, or Send and Logout
- Digital Signature — Enables on-screen signing for stationary and handheld POS devices, allowing for paperless signature capture directly on the device
- Party Size — Determines the default party size or prompt behavior for starting a new check
- Amount to Pre-Authorize — The specific dollar amount Salido automatically pre-authorizes when starting a tab with a card to verify the customer's card is valid and temporarily holds funds
- Modifier Selection — Choose when the user must assign modifiers to menu items by selecting When Required or Always from the Modifier Selection drop-down menu
- Unsent Items Action — Choose Auto-Send or Prompt from the Unsent Items Action drop-down to have the POS either automatically send unsent items to the kitchen when a user logs out or transfers a check, or prompt the user to take action
- Check Name — Controls whether a guest name is Default (hidden), Optional, or Required when creating a check to simplify guest interactions and manage bar tabs
- Send Void Notices — When enabled, the terminal generates void receipts for both individual items and full checks to improve kitchen communication and reduce food waste
- Start Tab with Card — Enables staff to quickly initiate a tab and pre-authorize a customer's credit card with a simple swipe, dip, or tap directly from the POS terminal
- Auto Logout time defines how long the device or station will remain connected to the Bridge without activity. To keep the device online 24 hours a day, set Auto Logout time to 0. Otherwise, enter the desired amount of time in minutes to have the user automatically logged out after a set time of inactivity. (e.g., to have the user logged out to the PIN screen after 10 minutes of inactivity, set Auto Logout to 10)
- The configuration of each device determines its default behavior, security settings, and available ordering options. While many settings are manual, the Make, Model, Serial Number, and Form fields are automatically populated via API from the physical hardware after a Terminal has been provisioned.
5. Save your new Terminal by clicking Save in the bottom right-hand corner. You will now see the terminal listed in the main menu
The list of terminals is displayed by Location. To view all the terminals at a particular location, select that location from the drop-down menu at the top of the list. Terminals can be sorted by Name, Revenue Center, Role, Code, or Status.
For instructions on provisioning a terminal with a 12-digit code, click here. For instructions on provisioning a terminal with an email address, click here.
Comments
0 comments
Please sign in to leave a comment.