Manage locations

Group and manage your readers by physical location.

You can streamline the management of multiple readers across different physical sites by using locations and zones.

Locations and zones help by associating each reader with specific operational sites and guarantee that the correct regional configurations are downloaded.

• Locations: Allows you to group readers, monitor their connectivity status, and modify your settings based on physical location. This functionality is beneficial for marketplaces with multiple connected accounts.
• Zones: Offers an optional method to further categorise locations and readers. Zones enable you to represent broader groups of readers or locations, such as larger geographic regions (for example, countries) or organisational sub-brands. Multiple locations can belong to a single zone, and you can create a hierarchical structure by grouping multiple zones under a single zone.

Note

Zones provide an additional way to group locations. You must still assign readers to a location, and you can assign a location to only one zone.

Locations

You can create a location for each physical place where your readers operate. You can register multiple readers to each location, and nest these locations within zones. Before you can use a reader, you must register it to a location.

The required address properties for a location vary by country:

• Terminal is currently in beta in this country.

** Compatibility for this mobile SDK also applies when used with React Native.

Common mistake

You can use the Dashboard or API to update a Location object. After you create a location, you can’t change its country. Instead, create a new location in the new country, and then re-register any readers associated with the old location.

Zones

Zones are the top-level groups that can consist of either more zones or locations. You can add more zones nested under an existing one, creating additional hierarchy levels, such as “South East”. However, organising your locations into zones is optional.

Create locations and zones

First, you must register your reader to a location to accept payments. You can manage your locations and zones in the Manage locations page. To open this page, click the Manage locations button on the Locations tab.

Create a location

To create a location:

1. On the Terminal Locations page, click Create location
2. Enter a name and a valid address. Providing an address ensures that the correct configuration and settings are applied based on the region where the readers are operating.
3. Click Done .

You can also create a specific configuration for that location.

Create a zone

To create a zone:

1. Click the overflow menu ( ) on the All locations row, then click Create zone .
2. Enter a name.
3. Click Done .

Create a nested zone

To create a nested zone:

1. Click the overflow menu ( ) on the zone for which you want to create a nested zone, then click Create zone .
2. Enter a name.
3. Click Done .

Add or move a location to a zone

To add or move a location to a zone:

1. Click the overflow menu ( ) on the location, then click Move location .
2. Choose the zone or nested zone where you want to move the location.
3. Click Done .

Delete a location

To delete a location, you must remove the readers associate with it:

1. On the Terminal Locations page, click the overflow menu ( ) on the location. Or, click the location and click the overflow menu button from the details page.
2. Click Delete location .
3. Click Delete .

Delete a zone

To delete a zone, you must remove the readers associate with it:

1. Remove all readers from the location you want to delete, and remove all locations under the zones.

• (Optional) Move the locations with readers to a different zone.

2. Click the overflow menu ( ) on the zone, then click Delete zone .
3. Click Yes, delete zone .