Add custom fields to your transactions

Table of Contents

You can use the Roc Terminal+ web portal to add custom fields to a sale to collect additional information, for example, invoice number. The information from custom fields appears on receipts and in the transaction history in the web portal.

Custom fields capture only the information that you enter during a sale. Roc Terminal+ doesn’t process or track the information, for example, you can’t use custom fields to track tips by server ID. To track tips for individual staff members, go to Set up tip reporting for your staff members

Include the following information when you add a custom field:

Field Description
Display Text Name of the custom field.
Text Format

Format of the input value. From the drop-down menu, select one of the following options:

  • AlphaNumeric - Allow letters and numbers.
  • Numeric - Allow only numbers.
Min Length Minimum number of characters that you must enter in the field. Enter 0 if the field can remain empty.
Max Length Maximum number of characters that you must enter in the field. Enter a value of up to 16.
Mandatory

Indicates whether the field is mandatory. From the dropdown menu, select one of the following options

  • Yes - You must enter a value for the custom field when you run a sale.
  • No - You don't need to enter a value for the custom field when you run a sale.
Prompt Order Order that we display the custom fields. To rearrange the order, selectand drag the field to the position that you want. 
Duplicate Check

Indicates if you want to accept duplicate values:

  • Select the checkbox to reject duplicate values.
  • Clear the checkbox to accept duplicate values.

Add a custom field

Note: You must set up custom fields for each device and virtual terminal separately. 

 
  1. Log in to https://terminalplus.rocpos.com/login.
  2. On the side menu, select Device Management.
  3. (Optional) Search for your device or virtual terminal using one of the following criteria:
    • Endpoint identifier (EPI) of your device
    • Serial number of your device
    • Model number of your device
    • Doing Business As (DBA) name associated with your device or virtual terminal
    • Store name associated with your device or virtual terminal
  4. Select the EPI of your device or virtual terminal.
  5. Select EDIT PARAMETERS.
  6. Select the Data Collection tab.

  1. Turn on Additional Input.
  2. For each custom field, select ADD ADDITIONAL INPUT, and then enter the details.
  3. Select SAVE.

If you add a custom field to a device, you must download updates to your device. For more information, go to Download a parameter update to a device.