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:
| Countries | Required Address Properties |
|---|---|
Australia Canada Italy Spain United States | line1, city, state, postal_, and country |
Austria+ Belgium Czech Republic+ Denmark Finland+ France Germany Luxembourg+ Malaysia+ Netherlands New Zealand+ Norway+ Portugal+ Sweden Switzerland+ United Kingdom | line1, city, postal_, and country |
Ireland Singapore | line1, postal_, and country |
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 from the Terminal reader page, click the Manage locations button on the Readers tab.
Create a location
To create a location:
- Click the overflow menu () on the All locations row, then click Create location.
- 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 reader(s) are operating.
- Click Done.
You can also create a specific configuration for that location.
Create a zone
To create a zone:
- Click the overflow menu () on the All locations row, then click Create zone.
- Enter a name.
- Click Done.
Create a nested zone
To create a nested zone:
- Click the overflow menu () on the zone for which you want to create a nested zone, then click Create zone.
- Enter a name.
- Click Done.
Add or move a location to a zone
To add or move a location to a zone:
- Click the overflow menu () on the location, then click Move location.
- Choose the zone or nested zone where you want to move the location.
- Click Done.
Delete a location
To delete a location, you must remove the reader(s) associate with it:
- Remove all readers from the location in which you want to delete.
- Click the overflow menu () on the location, then click Delete location.
- Click Yes, delete location.
Delete a zone
To delete a zone, you must remove the reader(s) associate with it:
- 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.
- Click the overflow menu () on the zone, then click Delete zone.
- Click Yes, delete zone.