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Octopus Settlement

Manager only

Run Octopus Settlement only when your store is ready to reconcile Octopus V3 totals.

Before you start​

  • You are signed in with permission to use manager-level order functions.
  • Octopus V3 payment is enabled for this terminal.
  • The Octopus V3 reader is powered, connected, and available.
  • Device ID, API ID, and API Token are saved in Devices -> Payments.

Steps​

  1. Open an order in Ordering.
  2. Tap the three-dot function button.
  3. In Select Function, tap Octopus Settlement.
  4. Wait for POS to send the settlement request to the Octopus V3 reader.
  5. Review the Octopus Settle Success message.
  6. Confirm the settlement totals before continuing normal service.

What you should see​

  • Octopus Settlement appears only when Octopus V3 payment is enabled and the reader is available.
  • After a successful settlement, POS shows Deduct Count, Deduct Total, Add Value Count, Add Value Total, and the settlement file name.

Screenshot pending: functions/fn-octopus-settlement-function-menu.png Screenshot pending: functions/fn-octopus-settlement-success.png

If something goes wrong​

Octopus Settlement is missing

Open Devices -> Payments and confirm the Octopus V3 reader is configured, connected, and available.

Settlement does not complete

Do not repeat settlement many times. Check the reader connection, record the time and terminal, then ask a manager/admin to review the Octopus logs.

When to ask manager/admin​

  • You are not sure whether settlement already ran.
  • Settlement totals do not match the expected Octopus activity.
  • The reader does not respond or the result is unclear.