Before You Start
- You must have the Admin (POS Admin) role to add or manage terminals.
- The POS Profile that terminals will use must already be configured in BAS.
- Terminals are optional. If you have only one counter, you do not need to create a terminal record - the default POS Profile is used automatically.
Accessing Terminals
From within the POS at/pos, tap Terminals in the top navigation bar (visible to Admins only).

Adding a New Terminal
- On the Terminals screen, find the Add Terminal form at the top
- Fill in the fields:
- Tap Add Terminal
- The new terminal appears in the list with an Active badge

Activating and Deactivating Terminals
Each terminal in the list shows a badge: Active (green) or Inactive (grey).- Tap the badge to toggle the terminal between active and inactive
- Active terminals can be selected by cashiers at login
- Inactive terminals are hidden from the terminal picker but the record is preserved
Field Guide: Terminal Record
How Cashiers Select a Terminal
When a cashier opens the POS for the first time on a new device, a terminal picker appears:
- The cashier selects their counter from the list of active terminals
- The selection is saved on that device so the picker does not appear again on the next login
- If the cashier wants to switch to a different counter, they tap “Switch register” on the Sell screen
The Workspace Shortcut
In the PointOfSale workspace back-office page, the Terminals shortcut in the Quick Access section shows the count of active terminals. Tap it to go directly to the terminal list.Troubleshooting
The Terminals tab is not visible You do not have the Admin role. Only POS Admin and System Manager can see and manage terminals. A cashier cannot find their terminal in the picker Check that the terminal is set to Active. Inactive terminals do not appear in the picker. The terminal record was deleted and the cashier is stuck in a “POS not ready” error The device still has the deleted terminal name stored locally. On the Sell screen, tap “Switch register” and select a valid active terminal (or clear the selection to use the default profile). The Queued count on a terminal is not going down The device assigned to that terminal may be offline or the sync failed. Go to the Sync tab on that device to check for errors. I want to move a cashier from Counter 1 to Counter 2 today Update the “Assigned user” on Counter 2’s terminal record to the new cashier. Then ask the cashier to tap “Switch register” on the Sell screen and select Counter 2.Best Practices
- Give terminals clear, location-based names that any staff member will understand (“Ground Floor - Left Counter” is better than “Terminal 3”)
- Assign a specific user to each terminal so you can trace any discrepancies in the shift report
- Deactivate terminals that are not in use rather than deleting them - deletion removes the record and any associated history reference
- When a new device is set up for a counter, have the cashier log in and confirm the terminal picker shows the correct terminal before the first sale
- Review the active terminal count in the workspace shortcut badge as part of your daily opening routine to confirm the right number of counters are active
Related Features
- POS Settings: Where the Default POS Profile is set (used when no terminal is selected)
- Shift Management: Each terminal runs its own independent shift
- Offline Mode: Each terminal has its own offline queue