Creating & Editing Printers

Process for Setting Up a Printer in the SoftPoint System

1. Log into the SoftPoint Dashboard:

   • Access the system by logging into your SoftPoint Dashboard.

2. Navigate to Setup Configuration Printing:

   • Go to the Printing section to manage and configure your printers.

3. Automatic Printer Creation:

   • For internal printers (e.g., Clover Flex, Pax A920, NexGo N5), the system will automatically create the printer when the device logs into SoftPoint for the first time.

4. Manually Create a Printer:

   • If manual setup is needed, click Create Printer and enter the required details, including:
     • Printer size
     • Type
     • Model
     • Name
     • Serial number
     • IP address

5. Set Printer Type:

   • Select the type of printer based on its function:
     • Kitchen Printer: Connects via IP (Wi-Fi or Ethernet).
     • Receipt Printer: Typically connected directly to the POS system.
     • Remote Printer: Uses IP for connectivity.

6. Select Certified Printer Models:

   • Choose a model from the list of certified options, such as Citizen, for kitchen, receipt, or remote printers.

7. Enter Printer Details:

   • Provide specific details, including:
     • Printer name (e.g., "Bar Printer")
     • Serial number
     • IP address
     • Backup printers, if applicable

8. Create the Printer:

   • Once all information is entered, click Create to add the printer to the system.

9. Edit Existing Printers:

   • To update printer details (e.g., IP address, name, or model), use the printer’s Action menu and select Edit.

10. Deactivate Printers:

• Deactivate printers either individually or in bulk by selecting the desired printers and choosing Deactivate.

11. Configure Cash Drawers:

• Optionally, set up cash drawers to work with receipt printers.

12. Perform a Test Print:

• After configuration, navigate to the Manage Printers section and perform a test print to ensure functionality.

13. Sync KDS Printers:

• If using a Kitchen Display System (KDS), click the KDS Printers button to sync and configure printers for the KDS system.

14. Complete Setup:

• The printer is now fully set up and ready for use in the SoftPoint system.