Terminal-2 icon

Assign terminals

Prepare your payment terminals for boarding.

To make a terminal ready to accept payments, you need to assign it to a store or a merchant account representing a store, and then board the physical terminal.

There are three ways to assign terminals:

  • From the payment terminal itself. You turn on the terminal:

    • For non-Android terminals select Board the terminal, and select your store from a list on the display.

    • For Android terminals, select the store presented on the terminal, or select the pencil icon and chose a store from the list on the display.

      This method is not practical if:

    • You have to select from a large number of stores.
    • You have to assign a large number of terminals.
    • The terminal doesn't have a display, like the UX410.

  • Through API requests. This enables you to automate assigning terminals.

  • From your Customer Area. You can pre-assign terminals to a store from the terminals list. You can also upload a CSV with the details if you want to assign a large number of terminals to many stores in one go.

Assign a terminal from your Customer Area

When we ship the terminals you ordered, we add them to the Inventory of your company account. From there, you assign the terminals to the stores where they will be boarded and used.

To assign one or more terminals to the same store:

  1. Log in to your Customer Area:

  2. Go to In-person payments > Terminals.

  3. Search for the terminal by serial number.

  4. Select the terminal. You can either select its checkbox or click on the row of the terminal. Use the checkboxes if you are assigning multiple terminals to the same store.

  5. Select Reassign.

  6. If a Terminal reassignment message appears, select Got it.
    The message gives information about reassigning terminals that are already boarded.

  7. Select the Store that you want to assign the terminal to.

    Select an Inventory if you want to reassign a terminal from a store back to an inventory.

  8. Confirm the assignment and Close the dialog.

Assign terminals in bulk

If you have a lot of terminals to assign, or various stores that you need to assign terminals to, you can do that in one go by uploading a CSV file with the details.

For this task you must have the following user role:

  • Merchant POS Terminal Management Admin role

To assign terminals in bulk:

  1. View the instructions for the file structure:

    1. In your Customer Area, go to In-person payments > Terminals.
    2. Select More options > Bulk reassignment.

    3. Select the links to view a description and download an example file.

  2. Prepare your CSV file according to the instructions.

  3. In your test Customer Area or live Customer Area, go to In-person payments > Terminals.

  4. Select More options > Bulk reassignment.

  5. In the box under Upload your CSV file, select the file you prepared.

    If errors are found, fix the errors and try again.

  6. Select submit.

Reassign boarded terminals

If you have a terminal that was already assigned and boarded to a store and now you want to use it for a different store, you need to reassign the terminal.

When you reassign a terminal that is boarded already, the terminal still uses the configuration of the old store until it synchronizes with the Adyen platform. This synchronization happens every three hours on average. The terminal then removes its configuration and shows Board the terminal again so that it can collect the new configuration.

When you reassign a terminal, the terminal synchronizes with the Adyen platform.
You can reassign terminals that are already boarded either:

Reassign from the Customer Area

To reassign terminals that are already boarded:

  1. Follow the steps in Assign a terminal from your Customer Area.

    To successfully assign and board the terminals, note the following:

    • The terminals need to be turned on and have a stable internet connection.

    • It can take up to three hours before the reassignment takes effect. That is because the synchronization of the terminal with the Adyen platform happens every three hours.

      !If you want the reassignment to take effect instantly, you can:

  2. Board the terminal again when the message Board the terminal appears.

Reassign from the terminal menu with a one-time password

To reassign terminals that are already boarded with a one-time password:

  1. Select Settings > Configuration > Reassign device.
  2. The store personnel scan the barcode on the terminal screen or enter the terminal's one-time password in their device.
  3. Using the logic that you implemented, your system makes an API call with the one-time password to get the ID of the terminal.
  4. The terminal reboots and is assigned to the new store.

If you have WebSockets disabled, the reassignment can take up to three hours.

See also