Step 2: Setup Terminals
A terminal, for our Non - Retail readers, is like a PC or a Till. Each location would have at least 1
terminal, whether that is a PC, a point of sale machine or a mobile device. Some of you may
have a whole bunch of terminals(tills) if you are a Convenience Store.
So think of the Terminal, as the thing you will use to record your customers transactions. The
Loyalty Box gives you a really cool web terminal that you can use, just in case you don’t have a
Point of Sale system or some other device. You will be able to access your terminal from
Internet Explorer; Firefox; Safari or Google Chrome. You can even get to it from your Cell Phone.
You would need to setup at least 1 terminal for each of your stores.
To setup your terminals:
1. Roll mouse over Clients > Locations and then click on Terminals
2. Select your Location from the dropdown menu that you want to add a terminal for and
then click New Terminal
3. Give your terminal a number. If its your first terminal, then call it “1”, your second “2” and
so on.
4. Set the Role Template: The Role Template decides what functionality your Terminal can
perform. As an example: You could set your terminal to only allow a “Capture Sale” while
another terminal could perform “Capture Sale”; “Balance Enquiry”; Issue/Redeem Points”
etc.
There are three different Role Templates that you can apply to your terminal. Each Role
Template can be customized to suit your needs.
By Default, all three Role Templates are the same, you would need to edit the Terminal
Permissions to change them.
To get you started, just select Administrator for now.
5. Select the status: Enabled or Disabled
6. Then click Save
Add additional Terminals:
1. All you need to do is go back and repeat the steps above for all the other terminals you
want to add, once saved you can see them all under Clients > Locations > Terminals