> ## Documentation Index
> Fetch the complete documentation index at: https://docs.taliuphq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Terminal Directory

> Admin-level view for monitoring terminal ownership, activation status, and catalog readiness across every merchant in scope.

The **Terminal Directory** is a cross-merchant operations view available to Taliup HQ admins. It shows every terminal in your accessible scope — with ownership, activation status, device type, and catalog assignment — all in one paginated table. Use it to audit readiness, spot gaps (unactivated or catalog-less terminals), and navigate directly to a merchant or terminal record.

<Frame caption="The Terminal Directory showing 10,571 terminals across all merchants, filtered to Activated status.">
  <img src="https://mintcdn.com/taliup/SpgIb0HCsDuxyePg/images/taliup-hq/terminal-directory.png?fit=max&auto=format&n=SpgIb0HCsDuxyePg&q=85&s=cd054b36f7638722ce9830b00c601c97" alt="Terminal Directory full-page view with hero metrics, filter toolbar, and paginated terminal table" width="507" height="1024" data-path="images/taliup-hq/terminal-directory.png" />
</Frame>

<Note>
  Access to this page requires an admin role. Super Admins see terminals across all ISOs. ISO users see only the terminals belonging to merchants within their ISO hierarchy.
</Note>

***

## Summary metrics

The hero panel at the top of the page shows three live counters that reflect the currently active filter scope:

| Metric            | Description                                                                  |
| ----------------- | ---------------------------------------------------------------------------- |
| **In Scope**      | Total number of terminals visible to your account under the current filters. |
| **Activated**     | Terminals with a status of Activated.                                        |
| **Not Activated** | Terminals that have not yet been activated (In Scope minus Activated).       |

***

## Filters

<Frame caption="The filter toolbar with Search, Sort, Rows, ISO, Status, and Catalog controls.">
  <img src="https://mintcdn.com/taliup/SpgIb0HCsDuxyePg/images/taliup-hq/terminal-directory-filters.png?fit=max&auto=format&n=SpgIb0HCsDuxyePg&q=85&s=2384109d356713c2379df91508a41ce9" alt="Filter toolbar showing dropdown menus and the Apply filters / Reset filters buttons" width="1024" height="187" data-path="images/taliup-hq/terminal-directory-filters.png" />
</Frame>

The toolbar exposes six filter controls. Changes are staged locally — click **Apply filters** to run the query and refresh the table.

| Control     | Description                                                                                                                                                                                                                                          |
| ----------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Search**  | Free-text search across terminal name, serial number, TID, device identifier, merchant name, merchant provider, location name, location MID, city, catalog name, and assigned staff names. Press Enter or click **Apply filters** to run the search. |
| **Sort**    | Order results by Newest first (default), Oldest first, Recently activated, or Name A–Z.                                                                                                                                                              |
| **Rows**    | Number of rows per page: 25 (default), 50, or 100.                                                                                                                                                                                                   |
| **ISO**     | Filter to a specific ISO. Only ISOs accessible to your account appear in the list. Hidden when you have no ISO scope.                                                                                                                                |
| **Status**  | Filter by activation status: All statuses, Activated, or Pending Activation. Defaults to Activated.                                                                                                                                                  |
| **Catalog** | Filter by catalog assignment: All catalog states, Catalog assigned, or No catalog.                                                                                                                                                                   |

After adjusting one or more controls, click **Apply filters** to fetch results. Click **Reset filters** to clear all controls back to their defaults and reload.

Active filters appear as labeled pills below the toolbar so you can see what is currently applied at a glance.

<Frame caption="Active filter pills and result count shown below the toolbar.">
  <img src="https://mintcdn.com/taliup/SpgIb0HCsDuxyePg/images/taliup-hq/terminal-directory-summary-chips.png?fit=max&auto=format&n=SpgIb0HCsDuxyePg&q=85&s=5b8b0b53e3c22df5d98c3c1f2caf6231" alt="Active filters bar showing 'Status: Activated' pill and result count '1-25 of 10,571 terminals'" width="816" height="108" data-path="images/taliup-hq/terminal-directory-summary-chips.png" />
</Frame>

### Quick views

Four preset buttons let you jump to common views without manually adjusting individual controls:

| Quick view     | What it sets                                                       |
| -------------- | ------------------------------------------------------------------ |
| **All**        | Clears Status and Catalog filters — shows every terminal in scope. |
| **Activated**  | Sets Status to Activated.                                          |
| **Pending**    | Sets Status to Pending Activation.                                 |
| **No catalog** | Sets Catalog to No catalog and clears the Status filter.           |

Each button displays a live count from the current summary. Clicking a quick view stages the filter change; **Apply filters** still runs the query.

***

## Terminal table

The table lists one terminal per row. Each row shows the following columns:

<Frame caption="A single terminal row showing all seven columns.">
  <img src="https://mintcdn.com/taliup/SpgIb0HCsDuxyePg/images/taliup-hq/terminal-directory-row.png?fit=max&auto=format&n=SpgIb0HCsDuxyePg&q=85&s=0ea0590fc3c872c497c42f72da0c40f0" alt="Terminal row with name, TID, serial number, merchant name, location, device type, activation status, and catalog name" width="1024" height="122" data-path="images/taliup-hq/terminal-directory-row.png" />
</Frame>

| Column       | Contents                                                                                                                                                            |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Terminal** | Terminal name (or "Unnamed terminal" if none is set), internal ID (`#`), primary identifier (TID or Device ID depending on type), and serial number when available. |
| **Merchant** | Merchant name (or "Archived merchant") and a secondary line with the merchant provider and location count.                                                          |
| **Location** | Location display name and city/region, followed by the MID on a separate line. Shows "Primary location" when the terminal has no specific location assigned.        |
| **Type**     | Device type label — Pax, AiOne, Castles, or the device type returned by the system.                                                                                 |
| **Status**   | Activation status badge (green dot for Activated, amber for Pending Activation) and the date the terminal was created.                                              |
| **Catalog**  | Catalog name if one is assigned, or "—" when no catalog has been mapped to the terminal. Long names are truncated with a tooltip.                                   |
| **Actions**  | Three-dot menu button. See [Row actions](#row-actions) below.                                                                                                       |

<Info>
  The primary identifier label in the Terminal column switches automatically: PAX and Poynt terminals show **TID**, while AiOne and Castles terminals show **Device ID**.
</Info>

***

## Row actions

Click the **···** button on any terminal row to open its actions menu.

<Frame caption="The actions menu for a terminal row, showing Open terminal, View merchant, and Delete terminal options.">
  <img src="https://mintcdn.com/taliup/SpgIb0HCsDuxyePg/images/taliup-hq/terminal-directory-actions.png?fit=max&auto=format&n=SpgIb0HCsDuxyePg&q=85&s=858d631a43cf38715d3ec727790e3263" alt="Actions dropdown with three items: Open terminal (with external link icon), View merchant (with store icon), and Delete terminal (in red with trash icon)" width="1024" height="216" data-path="images/taliup-hq/terminal-directory-actions.png" />
</Frame>

| Action              | Description                                                                                                                                          |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Open terminal**   | Navigates to the Terminals tab on the merchant's Manage Entity page, pre-scoped to this terminal. Available when the terminal has a linked merchant. |
| **View merchant**   | Navigates to the merchant's Manage Entity profile page. Available when the terminal has a linked merchant.                                           |
| **Delete terminal** | Opens the delete confirmation modal for this terminal. See [Deleting a terminal](#deleting-a-terminal) below.                                        |

***

## Deleting a terminal

Deleting a terminal archives it from active use while preserving all historical references. The operation is not reversible from the directory — contact engineering if a deletion was made in error.

<Steps>
  <Step title="Open the actions menu">
    Click the **···** button on the terminal row you want to remove.
  </Step>

  <Step title="Select Delete terminal">
    Click **Delete terminal** in the actions menu. A confirmation modal opens showing the terminal name, its primary identifier, merchant, and location.
  </Step>

  <Step title="Review what will be removed">
    The modal lists what the deletion clears:

    * Staff assignments to this terminal are removed.
    * Catalog mappings and reader configuration are cleared.
    * If the terminal is Factor4-enabled, it is marked as Suspended in Factor4 before deletion proceeds (see note below).

    Orders, transactions, and reports are **not** affected and remain fully intact.
  </Step>

  <Step title="Confirm">
    Click **Delete terminal** to proceed. The button shows "Deleting…" while the request is in flight. The modal closes and the row is removed from the table on success.
  </Step>
</Steps>

<Warning>
  Deletion is permanent from the Terminal Directory. Staff assignments and catalog mappings cannot be recovered after the operation completes. Confirm with the merchant or ISO before proceeding.
</Warning>

### Factor4 safety check

When the terminal's location has an active Factor4 configuration, the confirmation modal displays a **Factor4 Safety Check** notice. In this case, the system suspends the terminal in Factor4 first. If that sync fails, the deletion is blocked and an error is returned — no data is changed.
