POS and Handheld Terminal Claiming Guide
Claiming and provisioning a SALIDO POS terminal or handheld device establishes a secure link between the physical hardware and your organization's specific location in the Bridge. Depending on your operational requirements, device type, and administrative permissions, you can pair a device using either a secure, time-sensitive 12-digit code generated in the Bridge or by signing in directly on the device with your authorized Bridge email credentials. This guide provides a comprehensive step-by-step walkthrough of each pairing method.
Claiming a POS terminal using a 12-digit code is straightforward and ensures the terminal is correctly paired with your location and ready for use. This process involves generating a unique 12-digit code in the Bridge, assigning the terminal to its specific location, and completing the setup directly on the device.
- Time-Sensitive Code: The 12-digit code is valid for 24 hours after generation. Be sure to claim the handheld within this timeframe.
- Persistent Provisioning: Once a terminal is provisioned with a 12-digit code, it remains in that state unless another claim is initiated. This ensures consistent device association across your location.
*(For instructions on claiming handheld devices or using email authentication, simply expand their respective sections below!)*
To Log into the POS using the 12-digit code:
1. In the Bridge, navigate to the Settings > Devices and then click the Terminals tile
A manager must have access to the Bridge to generate a 12-digit code to log on to the POS. After the Manager enters the 12-digit code, employees can log in to the provisioned device with their PIN.
2. Select the appropriate Location from the drop-down menu to assign the Terminal to that specific location or view the terminals at this location
3. Use the search bar or scroll through the list to find the Terminal for the employee who needs the code
If a terminal has not been created yet, please follow the instructions for creating a new terminal at this link.
4. Click Generate Code for that terminal to generate the 12-digit code
5. Copy down the alphanumeric code
6. Return to the physical POS device and press the Enter Device Code button to enter the 12-digit alphanumeric code
7. Enter the 12-digit code
8. Tap Next in the bottom right
Potential popups:
If you receive an error popup, check that the code was correctly entered and contains no spaces at the beginning or the end of the string.
If you receive the "Device Claimed" popup, another terminal has already claimed the device. Tap the "Release" button to continue and claim the terminal.
8. Confirm the details of the Terminal and tap Claim
9. Employees can now log into the device using the PIN assigned to them in the Bridge under the Employee section of the Personnel menu
Claiming a handheld device with a 12-digit code allows you to configure it for seamless integration with your location's operations. By generating the code in the Bridge and entering it on the handheld, you can ensure the device is properly linked and ready for use by your staff. This step is essential to setting up the handheld for processing transactions and providing excellent service on the go.
- Time-Sensitive Code: The 12-digit code is valid for 24 hours after generation. Be sure to claim the handheld within this timeframe.
- Persistent Provisioning: Once a handheld terminal is provisioned with a 12-digit code, it remains in that state unless another claim is initiated. This ensures consistent device association across your location.
*(For instructions on claiming tabletop POS devices or using email authentication, simply expand their respective sections below!)*
To Log into the POS using the 12-digit code:
1. In the Bridge, navigate to the Settings > Devices and then click the Terminals tile
A manager must have access to the Bridge to generate a 12-digit code to log on to the POS. After the Manager enters the 12-digit code, employees can log in to the provisioned device with their PIN.
2. Select the appropriate Location from the drop-down menu to assign the Terminal to that specific location or view the terminals at this location
3. Use the search bar or scroll through the list to find the Terminal for the employee who needs the code
If a terminal has not been created yet, please follow the instructions for creating a new terminal at this link.
4. Click Generate Code for that terminal to generate the 12-digit code
5. Copy down the alphanumeric code
6. Return to the physical handheld device and tap inside the Device Code field to enter the 12-digit alphanumeric code
7. Enter the 12-digit code and tap Next
Potential errors/messages:
If you encounter an error or message, ensure the code is entered correctly without any leading or trailing spaces.
If you receive the "Device Claimed" message, another terminal has already claimed the device. Tap the Release button to continue and claim the terminal.
8. Employees can now log into the device using the PIN assigned to them in the Bridge under the Employee section of the Personnel menu
Your organization's administrators or managers with access to the Salido Bridge can use their Bridge account credentials to sign into the POS. Only individuals with Bridge accounts can use this feature.
To Provision a Terminal Using Email:
1. Once at the physical POS device and on the login screen, tap on the "Sign in With Email" button
2. Enter the email and password you use to log into the Bridge
3. Tap Next in the bottom right
4. Tap on the Organization you want to sign into
5. Tap Next
6. Use the search bar or scroll the list and then tap the Location you want to sign into
8. Tap Next
9. Scroll through the list on the right to find your terminal and select it by tapping
10. Tap Next
You will receive a popup notification if another terminal has already claimed the device. Tap the "Release" button to continue and claim the terminal.
11. Tap Claim
12. Employees can now log into the device using the PIN assigned to them in the Bridge under the Employee section of the Personnel menu
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