1. Pre-Delivery Steps #

1. Obtain Terminal DID:
   • Retrieve the terminal DID from the “Welcome to Woodforest” email.
2. Send Activation Email to Merchant:
   • Include the following:
     • Login Credentials
     • Subdomain
     • Terminal DID

2. Terminal Setup Upon Delivery #

1. Unbox and Charge the Terminal:
   • Instruct the merchant to remove the terminal from the box and begin charging the device.
2. Power On the Device:
   • Use the power button located on the left-hand side.
3. Connect to WiFi:
   • Select the preferred internet network and enter the password to connect.
4. Enter DID:
   • Select “Enter DID” on the terminal and input the DID from the welcome email.
   • Allow 5-10 minutes for updates to complete.

3. Subdomain and PIN Setup #

1. Enter Subdomain:
   • Retrieve the subdomain from the Delta 1st CRM and input it into the terminal.
2. Create Merchant PIN:
   • Use the boarding process to create a PIN for the merchant.
3. Log in as Merchant:
   • Use the support PIN created during the boarding process to log in.
4. Set Merchant PIN:
   • Navigate to:
     • Settings > Users/Employees
     • Click the edit icon next to the merchant user account.
     • Set a new PIN.
   • Instruct the merchant to log in using the new PIN.

4. Running a Test Transaction #

1. Create a Test Order:
   • For Food Transactions:
     • Use the Create Order option.
   • For Service and Retail Transactions:
     • Use the POS option.
2. Input Transaction Details:
   • Press the + MISC button.
   • Enter an amount and add it to the cart.
3. Complete the Transaction:
   • Check out and press Charge Amount.
   • For Cash Payments:
     • Click Tendered Amount and enter the cash received.
   • Finish the sale.