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33.6. Creating and Managing Retail Terminals
When processing transactions, you will do so through a retail terminal. The terminal allows you to keep track of all transactions from a single computer, attach a computer with a specific location (if you use multiple locations through the business group feature) and optionally manage a cash drawer.
Retail terminals are associated with a device (computer, tablet, phone). So if you have a location with two computers that you use for retail sales, it is often best to set each computer up as its own terminal. If you will be using a phone or a tablet in a mobile format, you can also configure it as a separate terminal.
Launching Retail Terminals
To launch a retail terminal, open the "Retail" drop down in the left hand menu and click "Launch Terminal."
If this is your first time opening the retail interface from the computer (or if you cleared your browsers cookies), you will either have to set it up as a new terminal or associate it with an existing terminal.
Further down the page, you will see a summary of the options available when configuring retail terminals.
Once the terminal has been configured, you will be taken to the point of sale interface. Subsequent attempts to launch the terminal will take you directly to the terminal interface, and skip the configuration step.
Editing Terminal Configurations
If you need to change a terminal's configuration, click your name in the top right corner of the terminal interface and choose “Edit Terminal Configuration.”
Here you will be able to reconfigure the terminal, or dissociate the current device (computer, phone or table) from the terminal. See below for details on the options available when modifying the terminal configuration. Note that if you change the terminal business group, it will not effect past transactions.
Configuring a Terminal
When configuring a terminal (either during creation or editing an existing terminal), there are a few options you must specify:
The terminal name is simply a unique name to help you differentiate your terminals.
Each terminal can optionally track a cash drawer. Cash drawer tracking requires that you open the drawer at the start of the day (specify an opening balance) and close the drawer at the end of the day (specify a closing balance). This is great for accounting and accountability, but adds to the data entry and will only work well if these steps are taken consistently.
Finally, if you have retail setup for multiple locations, you can select which business group the terminal will be associated with. Transactions from the terminal will deduct inventory from the business group specified, and income will be allocated to an invoice within the specified business group.
Deleting Unused Terminals
You may find that you have excess terminals that are no longer needed. By clicking the "Terminals" link in the "Retail" menu, you will have the option delete unwanted terminals. No financial information will be lost, however the terminal activity and the terminal summary reports (both accessible from the list of terminals) can only be accessed prior to the terminal being deleted.