Ordering a terminal

1. Are you ready?
   
   In this tutorial we are going to learn how to order a terminal. For this case, we will use the merchant created in Creating a merchant (basic) tutorial.
   
   We will use the following parameters:
   

   Terminal Order Settings:
   Fulfillment Center: Fulfillment Center 1
   Merchant Name: My First Merchant
   Address:
   300 5th Ave
   New York
   10001, NY
   
   Contact Name: John Smith
   Phone: (646)187-1111
   Email: john.smith@email.com
   
   Order: Purchase
   Payment Arrangement: Purchase
   Shipping Method: Ground
   
   Model: IWL250
   Injection Key: Elavon viaConex4
   Configuration: POS Standalone
   Terminal Code: 001
   
2. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. You can order a terminal using Terminal Order List form, which is available at the following places:
   
   

   • Perspective => Console Perspective => Equipment => Orders => Terminal Order List
   • Perspective => Management => Merchant Perspective => Equipment => Orders => Terminal Order List

   
   You can choose any place you like.
   
4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
   
5. Click   Equipmentbutton in the top section of the screen.
   
6. Choose   Orders  menu item  from the list.
   
7. Click   Addbutton
8. Locate   General  groupbox
9. Select Fulfillment Center 1 in   Fulfillment Centerdropdown
10. Locate   Address  groupbox
11. Click   Copy Frombutton to fill the section with data from contact or business information of the selected merchant/merchant account.
    

    screenshot
12. Enter John Smith into the Nametextbox
13. Enter 300 5th Ave into the Streettextbox
14. Enter New York into the Citytextbox
15. Select United States in Country Codedropdown
16. Select New York in Statedropdown
17. Enter 10001 into the ZIP Codetextbox
18. Locate   Contact Information  groupbox
19. Enter John Smith into the Contact Nametextbox
20. Enter (646)187-1111 into the Phonetextbox
21. Enter john.smith@email.com into the Emailtextbox
22. Locate   Details  groupbox
23. Locate   Order Type  label and select Purchase radio button.
    
24. Locate   Payment Arrangement  label and select Purchase radio button.
    
25. Select Ground in Shipping Methoddropdown
26. Locate   Order  groupbox.
    
    Note: If you need to create a new terminal for your order, click Allocate Terminal button and review How to add a terminal tutorial (steps 7 to 14).
    
27. Click   Addbutton
28. Select IWL250 in Modelcolumn
29. Select Elavon viaConex4 in Injection Keycolumn
30. Select POS Standalone in Configurationcolumn
31. Select 001 in Terminal Codecolumn
32. Click   Submit Orderbutton to finish the order.
    
33. Let's learn how to review created order and approve it for submission to the fulfillment center.
    
34. Locate   Search  groupbox
35. Enter 12/23/2024 into the Create Datedatebox
36. Click   Findbutton
37. Locate   List  groupbox
38. Click   Edit Terminal Orderbutton next to your order to verify order information.
    

    screenshot
39. Click   Approvebutton if all information in the order is correct.
    
    If you have done everything correctly, the status of your order will change to Processed.
    
40. Congratulations, you are done!
    
    You have learned how to order a terminal. Now you can do this by yourself.
    

Merchant perspective   Terminals   Console perspective