Location

Location setup

For your convenience, many location settings are inherited from the environment, but you can customize some aspects of individual locations.

To set up a location or edit its information, from the InStore Center:

1. On the left-hand navigation menu, click Locations.
2. Click the Edit icon in the Actions column to view or change details about a listed location.
3. Click Add Location.
4. On the Location Information page, complete the following information:
   • Location Name: assign a name for the location. This is displayed in the InStore Center.
   • Location ID: specify a unique identifier for this location.
   • Tax ID: optionally, specify a tax identifier that varies from the parent retailer company's Tax ID, such as for a franchise, concession, or other local store arrangement. A value here overrides the environment's Tax ID just for this location.
   • Location Type: select the option that describes this location. You can add additional types using the Reference list feature.
     Choose this carefully, as your organization may use it for metrics.

   • Status: this field is displayed only when you are viewing or editing an active location. A new location does not show this field and has a status of Pending if it has not yet been activated. Select Inactive to indicate a location that is permanently closed. The application is not available to users at any location that has a status of Pending or Inactive, although users whose role has the Device Management permission can log in to a pending location to register devices.
   • Card Payment Processor: if this location is live on InStore, select a payment processor from among the list established at the environment level. If this location is in test mode, select Simulator, your Stripe or Adyen test simulator, or a Custom test simulator.
     If this is an active production environment, do not use simulators. If this is a test environment, do not use actual payment connections.

• Gift Card Processor: if this location is live on InStore, select a payment processor from among the list established at the environment level.
• Wallet Processor: if this location is live on InStore, and if Digital Wallet is configured in parameters as an accepted tender at this location, select from among the list established at the environment level.
• Pay On Account Processor: if this location is live on InStore, and if the Payment on Account feature has been enabled for the retailer, select from among the list established at the environment level.
• Store Safe: this field is displayed only when you are viewing or editing an active location. Select the device that is designated to hold cash. This can be a physical safe or a register that has been tagged as Eligible as Safe. You must register your devices on the InStore colleague app before you can complete this field.
• Parameter Set: select the parameter set to be used at this location, if it is different from that of the environment.
  You cannot override parameters that are set as immutable at the environment level.

• Template Set: select the receipt template set to be used at this location, if it is different from that of the environment.
• Language: select from among the languages supported in the environment. This selection determines the language that is displayed when a user logs in to this location.
  To specify the use of receipts in another language, select your translated set in the Template Set field. For more information, see Receipt template sets.
• Location Description: this is displayed on the Locations page and is available to display on receipts.
• Address: optionally, provide the complete address that is to be displayed on receipts.
  The country field is automatically inferred from the Locale setting at the environment level.

• Telephone Number: provide the phone number that is to be displayed on receipts including the country code if needed—for example, UK is +44. For flexibility, the application applies no formatting rules to this field.

1. Click Save Changes. This action creates the location but does not activate it.

New location activation

After setting up a new location, you must activate it in the InStore colleague app.

Prerequisites

• Login credentials to the relevant environment's InStore colleague app
• Have a role that has the DeviceManagement permission

Activating a location

1. Go to the InStore colleague app URL that corresponds to the relevant environment.

   Use 01 as the workstation component in the URL the first time you log in.

   If you are unable to log in, there may be an issue with colleague app user record, which is assigned outside of InStore but which must include test_key, connection_key, tenant_id, user_name, password, and role, among other components. Your integration server logs may help you determine which value is mismatched.
2. On the Enter Credentials page, enter your User ID and Password.
3. Click Log In.
4. On the left menu, select Manage Devices.
5. Register one or more printers by following the steps in Registering a printer.
6. Register one or more cash drawers by following the steps in Registering a cash drawer. Make sure to complete the Connected Printer field by selecting a printer that you previously added.
7. Register one or more workstations by following the steps in Registering a workstation. Make sure to complete the Default Printer and Default Cash Drawer fields.
8. Optional: register one or more scanners by following the steps in Registering a workstation.
9. Optional: register one or more PEDs by following the steps in Registering a workstation.
10. Register a safe by following the steps in Registering a safe. For more information, see Add the safe to the InStore Center.
11. Click ACTIVATE LOCATION.

1. Click DONE.
2. If necessary, log in to the InStore colleague app again, this time incorporating the new Workstation ID into the URL. More menu options may be displayed depending on your role.

Add the safe to the InStore Center

1. Go to the InStore Center.
2. On the left-hand navigation menu, click Locations.
3. Click the Edit icon for the location.
4. In the Store Safe field, select the name of the safe you added in the InStore colleague app.
5. Click SAVE CHANGES.