The Terminal Management interface is part of the Nuvei Omnichannel solution, offering merchants a comprehensive tool for configuring, creating, managing, monitoring status, and assigning terminals.

After onboarding, you can log in to the Control Panel to:

• View your configured terminals under the locations.
• Link terminals to registers.
• Request new terminals, new locations, accessories and registers.
• Track request statuses.

The report is accessible via the Operations > Terminal Management option in the main menu bar.

The report is available for merchants who are using integrated terminals and/or standalone terminals and processing in North America and Europe, using Nuvei Acquirer.

The Terminal Management Report is only visible to Control Panel users with a Management role and Admin permissions.

The report is set in accordance with the Control Panel user time zone.

The Terminal Management interface consists of two main tabs:

• Locations tab
• Requests tab

Locations Tab

On the Locations tab, merchants can view all locations that were created, and can view the terminals and the registers per location.

Data on the Locations tab is grouped by terminal location address.

Filters

You can use the filters to narrow the search parameters for your report. The following filters are available:

Filter	Description	Notes
Sort by	You can select how to sort the grid using Location Create Date, Location Address, or Number of Terminals.	Each option is available with ascending and descending.
Client Name	Select from the dropdown list to filter by the client name associated with the multi-client account.	Multiple selection is possible.
Location Address	Select the location address from the dropdown list. The location name is automatically created according to street and city.	This is the location address and not the registered address.

Main Grid Columns

Parameter	Description	Notes
Location Address	The location of the store. The location name is automatically created according to Street and City.	The terminals, registers and accessories are assigned and linked to this location during onboarding or when a request is initiated by the merchant.
Multi-client Name	The multi-client account with which the location is associated.	Multi-client accounts are made up of client accounts, each with its own transactions.
Client Name	The name of the client assigned by the merchant.
Location Create Date	The date the location was created in the Nuvei system.
Terminals	The number of terminals per location with any status (including deleted).	This includes terminals that are linked, unlinked, as well as all types of terminals (integrated, standalone).
Registers	The number of registers per location.	This includes registers that are linked, unlinked, as well as registers with any status.

Quick Grid Columns

Press on the right to open the Terminals Quick grid.

Terminals Tab Columns

Column Name	Description	Notes
Details	Press   to drill down to the Terminal Details.
Terminal ID	Tango Terminal ID.	Terminal ID is created when the terminal is onboarded in the Nuvei system.
Friendly Name	Friendly name of the terminal.	The default terminal friendly name is ‘Terminal 1’. A merchant can edit the name.
Terminal Status	Status of the terminal.	Possible values: Pending Activation – The terminal is shipped and not yet processed. This status can only be changed to "Active" by the system. It is triggered by the system when processing any transactions with an amount greater than 5 (in any currency). Active – The terminal is active and processed. Activation is triggered by the system when more than 5 approved authorizations (in any currency) have been processed in the last 30 days when the status is Active. Inactive – The terminal processed less than 5 approved authorizations (in any currency). Blocked – The terminal is activated but cannot be used, which is determined by Nuvei Technical Support only. Deleted – The terminal is disabled and cannot be used anymore, which is determined by Nuvei Technical Support only. The terminal is presented in the UI all the time.
Cloud Service Connectivity Status	Relevant for integrated terminals.	Possible values: Online – Connected to cloud server. Offline – Not connected to cloud server.
Linked Registers	List of registers linked to the terminal.	Relevant for integrated terminals.
Terminal Creation Date	Relevant for integrated terminals.	Created when the terminal is onboarded successfully. A request for terminals can still be in process and not even shipped.
Region	The region to which this terminal is assigned.
Terminal Type	Indicates if the requested terminal is set up as Standalone or Integrated: Standalone – A user manually enters all actions on the terminal. Integrated – A Register/POS system communicates actions to the terminal instead of manual entry.

Terminal Details

Detail	Description	Notes
Replacing Terminal ID	In case the merchant replaces terminal ID X with terminal ID Y.	Once the new terminal is activated, the status of the existing terminal is deleted, and the new terminal is populated under terminal details “Replacing Terminal ID”.
Manufacturer	The name of the POS terminal manufacturer.
Model	Terminal's model.
Terminal Status	See here.
Cloud Service Connectivity Status	Relevant for integrated terminals.	Possible values: Online – Connected to cloud server. Offline – Not connected to cloud server.
Register Friendly Name	Friendly name of the register.
Serial Number	Terminal's serial number.
Location Time Zone	Terminal time zone.	This is set according to the location time zone.
Last Heartbeat	The last checkin of the device to the cloud control.	Relevant for the Integrated terminals only. Presented according to cpanel user timezone.
Last Modified Date	The last action that was done on the terminal.	Presented according to the Control Panel user time zone.
Last Transaction Date	Last transaction date and time of the terminal.
Terminal Status Update Date	The last date the terminal status was updated.

Terminals Tab Actions

• Link Terminal to Register – Relevant only for Integrated terminals.
  • Allows linking a terminal or terminals to a register or registers.
  • You can override existing links.
  • You can link a terminal (with any status) to register with any status.
• Unlink Terminal from Register – The register is “Unlinked”, only manually via the terminal.

Registers Tab Columns

This tab is relevant for the Integrated terminal.

Column Name	Description	Notes
Register ID	Presented in zero state.
Friendly Name	Friendly name of the register.
Cloud Service Connectivity Status	Possible values: Online – Connected to cloud server. Offline – Not connected to cloud server.
Last Modified Date	The last date the register was updated.	When any of the following are updated, it counts as a last modified: Manufacturer, Model, Friendly Name, Status, Last Heatbeat, Last Transaction, Merchant ID, Authentication Key, Created.
Last Transaction Date	Last transaction date and time of the terminal.
Linked Terminal	Terminal linked to this register.
Register Authentication Key	Used to authenticate to the cloud control.	Press the Generate Key button to create a key. The merchant takes the Register Authentication Key and inputs it in their software. (This key is not used to connect the register and the terminal.)

Registers Tab Actions

Edit Register Name – Merchant can edit the default name of the register.

Reset Register Authentication Key – When the merchant installs the register, they need to generate the Register Authentication Key from the Control Panel to load into that register. At that time, the merchant can rename the friendly name (Reception, Service desk, Parts department, etc) to identify which register they are working on. They then link the terminal they choose and update the friendly name of this terminal.

Requests Tab

The Request tab provides a solution to streamline terminal setup and increase operational efficiency. Merchants can request, track, and manage requests, and expand their terminal operations.
The platform simplifies the process of submitting requests to Nuvei, ensuring prompt attention and resolution.

Filters

You can use the filters to narrow the search parameters for your report. The following filters are available:

Filter	Description
Sort by	Select Request Create Date, Location Address, or Requested Terminals.
Client Name	Select from the dropdown list to filter by the client-name associated with the multi-client account. Multiple selection is possible.
Location Address	Free text exact match.
Request Status	Select from the dropdown list: In process – Nuvei started to work on the request, including the pricing stage; the request cannot be edited. Request status is "in process" until all terminals/ accessories will be shipped. This status is also relevant when a merchant ask a new location/client. Failed – The merchant can view the request details of the failed request and try to resubmit the request using the Resubmit button. Completed – The devices were shipped to the merchant location; the request cannot be edited. Merchant can view the request in the Locations tab. This status is also relevant when a merchant requests a new location/client.
Update Date	This is the date the request was most recently updated. Select a date rage with a custom period.
Request Type	Select from the dropdown list: Location Terminal Register Accessory

Main Grid Columns

Column	Description
Location Address	The location of the store. The location name is automatically created according to Street and City. The terminals, registers and accessories are assigned and linked to this location during onboarding or when a request is initiated by the merchant.
Multi-client Name	The multi-client account in which the transaction was processed. Multi-client accounts are made up of client accounts, each with its own transactions.
Client Name	The name of the client linked to your merchant account.
Requested Date	The day the merchant submit the request.
Update Date	Last date when the request changed status or delivery status changed date.
Requested Terminals	The requested terminals under the selected location.
Request Type	Possible values: New Location New Terminals New Register Accessories
Request Status	Possible values: In Process Failed Completed
Resubmit	If the request fails, the Resubmit button appears. Update the Request form fields and press Resubmit to process your request again.

Request Types

Merchant can open the following types of requests by pressing in the upper right corner:

• Request a new location (client)
• Request a new terminal
• Request a new register
• Request an accessory

For each request type, you must fill out the relevant form as described here.

Request a new location (client)

This action also triggers the creation of a new client name in the Gateway.

The merchant can also enter the contact and shipping details in the new terminal request.

The merchant completes the Request form and submits the request.

New Location Request Form

Field	Description
LOCATION DETAILS
Multi-client	Relevant for Master view.
Client Name	The name of the client as assigned by the merchant. The merchant chooses the client name.
City	The city of the location.
ZIP Code	The ZIP code of the location.
Country	The country of the location.
Street	The street of the location.
Location Address	The location name is automatically created according to Street and City.
CONTACT DETAILS
Contact First Name	Primary contact person’s first name to contact regarding delivery of terminals.
Contact Last Name	Primary contact person’s last name to contact regarding delivery of terminals.
Contact Phone Number	Primary contact person’s phone number.
Contact Email	Primary contact person’s email address.
SHIPPING DETAILS
Ship to	To which address to ship the terminal(s). Registered Address Operational Address Location Address
Address	The selected address is presented and grayed out.
Shipping Method	Preferred shipment delivery time. Standard Next Day Next Day Priority Saturday Delivery Areas outside mainland United Kingdom are subject to additional shipping time, and special handling such as priority and Saturday delivery are subject to availability and incur additional fees.

Quick Grid Columns

Press  on the right to open the Quick grid that contains the following columns:

Column	Description
Shipping Address	Concatenate Street, City, Country, Postal code.
Client Name	The name of the client as assigned by the merchant.
Phone Number	Contact phone number of the Location or Primary person of contact.
Contact Name	Primary contact person’s first and last name to contact regarding delivery of terminals.
Shipping Method	Preferred shipment delivery time. Standard Next Day Next Day Priority Saturday Delivery Areas outside mainland United Kingdom are subject to additional shipping time, and special handling such as priority and Saturday delivery are subject to availability and incur additional fees.
Registers Number	Number of the registers.

Request a new terminal

This request type can be used to request terminals, accessories, and registers in a single request. The merchant can choose to request:

• Only terminals
• Terminals and registers
• Terminals and accessories
• Terminals, registers, and accessories

Although the request appears as a single submission when the form is filled out, it is processed as three separate requests. After submission, each request has its own status, allowing for individual tracking of terminals, registers, and accessories.

Standalone requests for registers and accessories can also be submitted separately if needed.

The merchant can also enter the accessories and shipping details in the new terminal request.

The merchant completes the Request form and submits it.

New Terminal Request Form

Field	Definition
Multi-client	Relevant for Master view.
Select Location Address	Select from a list of location addresses defined per the multi-client selected.
TERMINAL DETAILS
Quantity of Terminals	Number of terminals to be ordered. Numeric, no decimals.
Terminal Type	Indicates if the requested terminal is set up as Standalone or Integrated: Standalone – A user manually enters all actions on the terminal. Integrated – A Register/POS system communicates actions to the terminal instead of manual entry.
Quantity of Registers	The number of registers linked to the integrated terminals. Relevant ONLY for integrated terminals.
Terminal Auto Batch	Enables the terminal to automatically perform daily batch processing.
Auto Batch Time	Time the merchant wants the terminal to batch out automatically daily (HH:MM format).
Clerk/Server ID Enablement	Enables the terminal to prompt for a Clerk ID for each transaction.
Clerk/Server Label	Enables changing the default prompt of Clerk to Server: Clerk Server
Terminal Make and Model	Terminal manufacturer and desired model: Verifone T650c Verifone T650p
Purchase or Rental	Indicates if the merchant is purchasing or renting the terminals: Purchase Rental
Charge Equipment Cost	Who is charged for the equipment cost: Merchant Partner
Default Terminal Settings	Selects the industry vertical presets for the terminal, most common settings for that vertical: RETAIL Set-up RETAIL with Tip Set-up Restaurant Set-up MOTO
Communication Method	Preferred terminal connectivity method: IP/SSL WiFi Cellular
Invoice number	Enables the merchant to manually input an invoice number on each transaction.
Terminal Cashback	Enables terminal to prompt for cashback on applicable transactions.
Ticket Number	Enables the terminal to prompt for an internal merchant tracking number.
Tip at Time of Sale	Enables the terminal to prompt a step in the Sale flow where the customer can choose to add a Tip to the purchase.
Table Number	Enables a prompt for a Table Number on each transaction.
ACCESSORIES DETAILS
Charging Base Make and Model	Charging Base manufacture and desired model (optional): Standard Charging Base Full Feature Base
Charging Base Quantity	Number of charging bases to be ordered. Numeric, no decimals.
Till Rolls (Box Quantity)	Indicates how many boxes of till rolls are ordered. Each box contains 20 till rolls. Numeric, no decimals.
SHIPPING DETAILS
Ship to	To which address to ship the terminal(s). Registered Address Operational Address Location Address
Address	The address details the merchant selected above. If Registered Address is selected, the registered address is automatically populated.
Shipping Method	Preferred shipment delivery time. Standard Next Day Next Day Priority Saturday Delivery Areas outside mainland United Kingdom are subject to additional shipping time, and special handling such as priority and Saturday delivery are subject to availability and incur additional fees.
Delivery Instruction	(Free text field) Any specific instructions related to the delivery of the terminals should be provided in this section.

Quick Grid Columns

Press  on the right to open the Quick grid that contains the following columns:

Column	Description
Delivery Status	Only according to the details in the grid.
Terminal Type	Indicates if the requested terminal is set up as Standalone or Integrated: Standalone – A user manually enters all actions on the terminal. Integrated – A Register/POS system communicates actions to the terminal instead of manual entry.
Acquisition Type	Indicates if the merchant is purchasing or renting the terminals: Possible values: Purchase Rental
Default Settings	Selects the industry vertical presets for the terminal, most common settings for that vertical. Possible values: RETAIL Set-up RETAIL with Tip Set-up Restaurant Set-up MOTO
Cost Charge	Who is charged for the equipment cost: Possible values: Merchant Partner
Terminal Model	The model of the terminal.
Communication Method	Preferred terminal connectivity method Possible values: IP/SSL WiFi Cellular
Terminal Auto Batch	Indicates if the terminal automatically performs daily batch processing. Possible Values: Yes No
Auto Batch Time (UTC)	Time the merchant wants the terminal to batch out automatically daily (HH:MM format).
Terminal Cashback	Enables terminal to prompt for cashback on applicable transactions. Possible Values: Yes No
Invoice Number	Enables the merchant to manually input an invoice number on each transaction. Possible Values: Yes No
Digital Receipt	Enables the terminal to send an SMS and/or E-mail receipt. Possible Values: Yes No
Clerk Server ID Enablement	Enables the terminal to prompt for a Clerk ID for each transaction. Possible values: Yes No
Clerk Server Label	Possible values: Clerk ID Server ID
Ticket Number	Enables the terminal to prompt for an internal merchant tracking number. Possible Values: Yes No
Enable Tip At Sale	Enables the terminal to prompt a step in the Sale flow where the customer can choose to add a Tip to the purchase. Possible Values: Yes No
Table Number	Enables a prompt for a Table Number on each transaction. Possible Values: Yes No
Delivery Instruction	(Free text field) Any specific instructions related to the delivery of the terminals should be provided in this section.
Courier	Courier details.
Date Shipped	The date of shipment.
Tracking Number	The internal merchant tracking number.

Request a new register

The merchant completes the Request form and submits it.

New Register Request Form

Field	Definition
Multi-client	Relevant for Master view.
Select Location	Select from a list of location addresses defined per the multi-client selected.
Quantity	Number of registers requested.

Request an accessory

The merchant completes the Request form and submits the request.

Accessory Request Form

Field	Definition
Multi-client	Relevant for Master view.
Select Location	Select from a list of location addresses defined per the multi-client selected.
SHIPPING DETAILS
Address	Copy from location Add new address If Add new address is selected, need to provide Street, City, Postal Code, and Country.
Contact Person	Copy from location Add new contact If Add new address is selected, need to provide First Name, Last Name, Email, and Phone Number.
Delivery Instructions	(Free text field) Any specific instructions related to the delivery of the terminals should be provided in this section.
ACCESSORIES DETAILS
Charging Base Make and Model	Charging Base manufacture and desired model (optional): Standard Charging Base Full Feature Base
Charging Base Quantity	Number of charging bases to be ordered. Numeric, no decimals.
Till Rolls (Box Quantity)	Enter how many boxes of till rolls to order. Each box contains 20 till rolls.
Shipping Method	Preferred shipment delivery time. Standard Next Day Next Day Priority Saturday Delivery Areas outside mainland United Kingdom are subject to additional shipping time, and special handling such as priority and Saturday delivery are subject to availability and incur additional fees.

Quick Grid Columns

Press  on the right to open the Quick grid that contains the following columns:

Column	Description
Charging Base Model	The Charging Base manufacture and desired model. Possible values: Standard Charging Base Full Feature Base
Charging Base Quantity	Number of Charging Bases to be ordered. Numeric, no decimals.
Till Rolls	Enter how many boxes of till rolls to order. Each box contains 20 till rolls.
Delivery Instructions	(Free text field) Any specific instructions related to the delivery of the terminals should be provided in this section.
Delivery Status	The staus of delivery. Possible values: In Process Completed Failed
Delivery Option	Preferred shipment delivery time. Standard Next Day Next Day Priority Saturday Delivery Areas outside mainland United Kingdom are subject to additional shipping time, and special handling such as priority and Saturday delivery are subject to availability and incur additional fees.
Shipping Address	Concatenate Street, City, Country, Postal code.
Contact Person Details	Primary contact person’s first and last name to contact regarding delivery of terminals.