Terminal Mangement

Overview

What is a Terminal?

A Terminal is a virtual POS device that allows a merchant or user to process card transactions through the EdfaPay SoftPOS system.

SAMA Compliance

Each terminal has unique identifiers provided by SAMA (Saudi Central Bank) and can be configured with specific payment methods, features, and ownership settings.

Creating a Terminal (Single)

ℹ️
When creating a terminal, you may need to select the merchant or user (if you are setting it up on their behalf).
If you are logged in as a Merchant, the terminal will be added directly to your account.

Terminal Creation Fields

Field	Required	Description
Branch	Optional	Identifies the branch where the terminal will be used (for merchants with multiple locations).
TSRM ID	Mandatory	A 6-digit identifier provided by SAMA. Used to register and authenticate the terminal in the national payment network.
Terminal ID	Mandatory (16 digits)	A unique identifier provided by SAMA. Used to identify the terminal during every transaction.

Bulk Import Terminals

⚡
Save Time! Instead of adding terminals one by one, multiple terminals can be created at once using a CSV or Excel file.

Steps

Step-by-Step Import Process

Go to Terminal Options → Add Multiple Terminals → Download Template
Open the template and fill in the required fields:
- providerTid – Numeric provider terminal ID (must be unique)
- trsm – Numeric internal terminal identifier (must be unique)
Save the file and upload it
The system validates the file and creates all terminals in bulk

🚧
Ensure that TSRM ID and Terminal ID match exactly what was provided by SAMA (Saudi Central Bank).

Terminal Profile

📊
The Terminal Profile provides a complete overview of the terminal configuration and activity.

Information Available

Transaction Data

Transaction summary
Total, Purchase, Refund, Reverse

Terminal Identifiers

Terminal ID
TSRM
TID

Configuration

Merchant details
Assigned users
Enabled card schemes
Enabled transaction features

🔒
This view is read-only and reflects the current state of the terminal.

Payment Methods (Card Schemes)

💳
You can enable or disable which card schemes the terminal accepts:

✅ American Express
✅ Visa
✅ Mastercard
✅ Maestro

✅ Mada
✅ UnionPay
✅ Discover

Terminal Features

⚙️
You can control which transaction features are available for the terminal:

Purchase

Standard payment transaction

Refund

Return funds to the customer

Reverse

Cancel a transaction before settlement

Reconciliation

End-of-day balancing and reporting

Authorization

Pre-authorize transactions

Void

Cancel authorized transactions

Capture

Capture authorized funds

Extension

Extend authorization periods

Terminal Actions

🎯
Each terminal includes an Actions menu that allows authorized users to manage ownership, connectivity, and configuration.

Unbind Terminal

What is Unbind Terminal?

The Unbind Terminal action disconnects the terminal from the currently connected device.

Purpose

Move the terminal to another device
Replace a damaged or lost device
Prepare the terminal for reassignment

Behavior

✅ The terminal remains active
✅ The device association is removed
✅ No transactions are deleted
✅ The terminal can be bound again to a new device

✅
Unbinding does not affect historical transactions or reports.

Change Terminal Owner

👥
The Change Terminal Owner action allows partners to transfer a terminal from one merchant to another merchant under the same partner.

When to Use

Merchant ownership changes
Terminal was assigned incorrectly
Terminal needs to move between merchants managed by the same partner

Change Terminal Owner Flow

Step-by-Step Process

Open the terminal Actions menu
Select Change Terminal Owner
Choose the new Merchant
Select the Branch where the terminal will be assigned
Confirm the change

Important Rules

⚠️

The new merchant must belong to the same partner

A branch must be selected during reassignment

The terminal is reassigned immediately

Historical transactions remain linked to the original merchant

Branch Assignment

🏢
When assigning or reassigning a terminal, selecting the correct branch ensures:

✅ Accurate transaction grouping

✅ Proper branch-level reporting

✅ Correct reconciliation and analytics

Key Notes

📝
Remember:

Terminals are not deleted automatically

Unbinding does not remove terminal configuration

Ownership changes do not affect past transactions

All terminal actions are logged for audit purposes