P5 terminals are housed and fulfilled internally by our POS Nation team. For this reason, terminals can be ordered through SFDC and tracking information is available on the case after it’s been shipped.
To place a new terminal order, an SFDC opportunity must first be created. If you’re unfamiliar with how to do this, please speak with a supervisor.
If you are adding additional hardware to an existing order then the original opportunity may be used. If no opportunity exists then a new one must be created.
Once an opportunity has been created, click into it and there should be a button in the top-right corner that says ‘Order Fulfillment’. This is where you will order new hardware.
<aside> ⚠️ We have discovered that a small percentage of our P5 terminals in the field have a hardware issue which makes them incompatible with our charging cradles and docks. Aside from not working with these accessories, there is no other impact to the P5’s usage.
These affected P5’s can be easily identified by looking for a ‘2324’ in the serial number.
BEFORE placing an order for a cradle or dock, please check their payment portal to see if they have the affected serial numbers. If so, then you will need to create an order for the cradle or dock and then create a separate RMA case for the P5’s.
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Make sure all the information populated is correct and fill in any missing fields. If there are multiple shipping address (such as for a multi-location business) check the box- you will then be prompted to enter the additional addresses.
<aside> 💡 Note: The address in SFDC may not always be correct, please check with the merchant before entering the shipping address.
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This page should pull what’s included on the Opportunity however sometimes accessories and additional units may need to be ordered after the fact. Please check to make sure that the case includes all terminals and accessories needed for this order.