Settings & configuration
Purpose: Understand the options a workstation can carry, in plain terms, what each one does for the operator and the customer.
When to use this: When you're deciding how a counter should behave (tips, receipts, offline limits) or checking why it behaves the way it does.
You don't edit these on the PC. They're part of the workstation's config in the cloud portal. After any change, the workstation only picks it up when you press Reload Workstation Config on the dashboard.
Tips
- On-screen tip prompt. The reader asks the customer for a tip before they pay.
- Suggested tip presets. The percentages offered on screen (for example 15%, 18%, 20%, 25%). The reader shows each as a percentage with the dollar amount worked out for that sale.
Receipts & signature
- Signature line. When signatures are required, the line prints on the customer's receipt for them to sign.
- Short receipt. A minimal receipt that leaves off the tip and total lines, useful where a compact slip is preferred.
Offline limits
When the network drops, the workstation stores sales and forwards them later (see pushing offline transactions). Two limits keep that safe:
- How many offline transactions it will hold before it stops.
- How large any single offline transaction can be.
If a sale is over the per-transaction limit, it won't be taken offline, the network needs to be back first.
Reader & device
- Secure device. Which reader profile the workstation uses. This must match the actual reader model, see the device reference. The current profile is shown on the dashboard as SecureDevice.
- Mobile terminal. Whether this workstation uses a handheld as its reader, see Setting up Mobile Terminal.
- Routing. For sites with more than one merchant account on one PC, see RVC routing.
Verify
After changing settings in the cloud and pressing Reload Workstation Config, the dashboard's Last Reload updates and the new behavior takes effect on the next sale (for example, the new tip presets appear on the reader).
