Points of sale

The "Points of sale" page displays a list of currently available points of sale (POS), their detailed information, enables you to add new points of sale, modify or remove existing points of sale and assign terminals to a specific point of sale.

Prerequisites:

•	Login as System admin or Company admin or Company user with a proper permissions

•	Company with company role Merchant

Procedure

•	Create Point of Sale

•	Assign terminal to POS

This page consists of the following parts:

•

Point of sale list

This is a list of available points of sale with their basic information. The list contains the point of sale name, address, city, country and Merchant. For additional information on using lists, see About Margento Processing System Administration.

If you wish to display which information will be shown on the list, use Search filter, located in the right corner of the screen.

•

Tabbed box

The box under the list contains a "Properties" tab, containing fields for displaying, modifying, adding and removing specific parts of information associated with a specific point of sale, and an Assign tab for assigning terminals to points of sale and deassigning terminal from points of sale. For additional information on using tabs, see Using tabs.

Content:

•	Adding Points of Sale

•	Assigning Terminals to Points of Sale

•	Unassigning Terminals from Points of Sale

•	Displaying Point of Sale Information

•	Modifying Point of Sale Information

•	Removing Point of Sale

Adding Points of Sale

When you first open the "Points of sale" page, the tabs will contain empty fields. If you have been previously browsing through details for a specific point of sale by clicking an item in the list, changing the information in the fields will update the information for that point of sale. To clear the fields, click the "New" button at the bottom of the box.

To add a new point of sale:

1.	Enter the information for the new point of sale in the point of sale "Properties" tab of the tabbed box.

2.	Click the "Store" button at the bottom of the box.

The Point of Sale form specifies:

Parameter	Description	Notes
Merchant	The Merchant of POS	Required
POS Name	Name of point of sale	Required
Address	Address of POS
City	City of POS
ZIP	ZIP of POS
Country	Country of POS
Contact person	Contact person of POS
Phone	Phone of POS manager
Fax	Fax of POS
E-mail	Email of POS manager
Notes	Additional notes

Assigning Terminals to Points of Sale

Once a new point of sale has been added, you can assign terminals to this point of sale:

1.	Click the "Assign" tab to display the tab content.

2.	Add the desired terminals to the Assigned terminals list.

3.	Click the "Store" button at the bottom of the box to save the new information or click the "Reload" button to retrieve stored information and overwrite your changes in the fields.

Assign form specifies:

Parameter	Description	Notes
Assigned terminals	The list of all terminals that are assigned to selected POS
Available terminals	The list of all Merchant’s terminals
Add terminal to Assigned terminals	Assign terminal to Merchant	Only free terminals are listed
Add terminal to Available terminals	Assign terminal to POS	Only free terminals are listed

Unassigning Terminals from Points of Sale

To remove terminals from a specific point of sale:

1.	Click the "Assign" tab to display the tab content.

2.	Remove the desired terminals from the Assigned terminals list to the Available terminals list.

3.	Click the "Store" button at the bottom of the box to save the new information or click the "Reload" button to retrieve stored information and overwrite your changes in the fields.

Displaying Point of Sale Information

To display detailed information for a specific point of sale:

1.	Click the point of sale in the point of sale list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this point of sale.

3.	Click through the tabs to display the content for the selected point of sale.

Modifying Point of Sale Information

To modify information for a specific point of sale:

1.	Click the point of sale in the point of sale list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this point of sale.

3.	Click through the tabs to display the content for the selected point of sale.

4.	Edit the information in the fields of a specific tab.

5.	Click the "Store" button at the bottom of the box to save the new information or click the "Reload" button to retrieve stored information and overwrite your changes in the fields.

Removing Point of Sale

To remove an existing point of sale:

1.	Click the entry for this point of sale in the list.

2.	The fields in the tabs of the tabbed box will be populated with the information for this point of sale. Verify, that this is indeed the point of sale you would like to remove from Margento Processing System Administration.

3.	Click the "Delete" button at the bottom of the box.