Centralized CDS Management

1. Overview

The Centralized CDS (Customer Display Screen) Management feature moves all display screen configuration out of individual POS devices and into the retailcloud Merchant Console. Admins can now upload logos, configure display content, and push updates to any combination of venues and stores — all from one place, without touching a USB drive.

What's New

• CDS Configuration tile added to Settings → General in the Merchant Console
• Up to 5 rotating logos in an automatic carousel with configurable intervals
• Four configurable display types: Digital Display Text, Image, Logo & Carousel, and Promotional QR
• Stripe Terminal Splash Screen management with per-device-type image validation
• Apply configurations to an entire Venue or specific Stores in a single action
• Updates push to registers automatically — no restart required
• POS devices cache the last configuration and sync when reconnected

2. Accessing CDS Configuration

The CDS Configuration tile is located in the General section of Settings, alongside other system configuration tiles.

1. Log in to the retailcloud Merchant Console.
2. In the left navigation panel, click Settings.
3. On the Settings page, scroll to the General section.
4. Click the CDS Configuration tile (shown in the last row of General settings, to the right of Schedule Report).

Figure 1: Settings → General — CDS Configuration tile highlighted

Note: The CDS Configuration tile appears in the General section of Settings. If you do not see it, confirm that your user role has the required admin permissions.

3. CDS Configuration List

Clicking the CDS Configuration tile opens the CDS Configuration list page (Settings / CDS Configuration). This page shows all configurations you have created, with columns for Venue and Store.

Figure 2: CDS Configuration list page — empty state before any configurations are added

3.1  List Page Controls

Control	Description
Search in field	Filter the configuration list by any column value.
Show entries	Set pagination: 10, 25, 50, or 100 entries per page.
Add CDS Configuration	Opens the Create screen to set up a new CDS configuration.
Venue / Store columns	Shows the scope each configuration applies to. Default is ALL for both.

4. Add CDS Configuration

Click Add CDS Configuration to open the Create screen (Settings / Customer Display Screen / Create). This is where you configure all display types and push them to registers.

Figure 3: Add CDS Configuration — showing Venue/Store scope, all four CDS display types, and the Terminal Splash Screen section

4.1  Set the Scope

At the top of the Create screen, two dropdown fields determine which registers will receive this configuration:

Field	Default	Description
Venue	ALL	Select a specific venue or leave as ALL to apply to every venue.
Store	ALL	Select a specific store within the chosen venue, or leave as ALL.

Default Scope: Both Venue and Store default to ALL. A configuration scoped to ALL venues and ALL stores applies to every register in your organization unless overridden at a more specific level.

4.2  Configuration Hierarchy

When multiple configurations exist, the system applies the most specific one:

• Register-level overrides Store-level.
• Store-level overrides Venue-level.
• No duplicate or conflicting configurations are applied simultaneously.

4.3  Display Type Sections

The Create screen contains five collapsible sections. Click the chevron (▼) on any section to expand it. Each CDS section has its own Set to Customer Display button:

Section	Action Button	Description
Digital Display Text	Set to Customer Display	Configure up to 5 lines of formatted text to show on the CDS.
Digital Display Image	Set to Customer Display	Upload or link a single full-screen display image.
Digital Display Logo & Carousel	Set to Customer Display	Upload up to 5 logos with optional auto-rotation carousel.
Promotional QR	Set to Customer Display	Toggle the visibility of a promotional QR code on the CDS.
Terminal Splash Screen Logo	Set to Terminal Display	Push a splash screen image to Stripe Terminal readers.

Important: Only one CDS configuration type can be active on the Customer Display Screen at any given time. Pushing a new configuration automatically replaces the previous active one. The currently active configuration displays an Active tag.

5. Digital Display Text

The Digital Display Text section lets you compose up to five lines of styled text for the Customer Display Screen — useful for welcome messages, promotions, or event names.

Figure 4: Digital Display Text — five text lines with formatting toolbar (Bold, Italic, alignment, size, color)

5.1  Text Fields

The section provides five independent text lines (Line 1 through Line 5). Each line has its own formatting toolbar:

Toolbar Control	Function
B (Bold)	Applies bold formatting to the entered text.
I (Italic)	Applies italic formatting.
Left / Center / Right align	Sets the horizontal alignment of the text line.
Size picker (number field)	Adjusts the font size for that line.
A (Color)	Opens a color picker to set the text color.

5.2  Pushing Text to the CDS

5. Enter content in one or more of the five text lines.
6. Format each line as needed using the toolbar.
7. Click Set to Customer Display to push the text configuration to the CDS.
8. The Digital Display Text section will show an Active tag once successfully pushed.

Global Save vs. Push: Clicking Set to Customer Display both saves and activates the text configuration on the CDS. Use Global Save (if available on the page) to save without activating.

6. Digital Display Image

The Digital Display Image section allows you to show a single full-screen image on the Customer Display Screen — ideal for promotional banners, sponsor artwork, or event graphics.

Figure 5: Digital Display Image (top) and Digital Display Logo & Carousel (bottom) — both showing upload area and URL paste option

6.1  Uploading an Image

9. Expand the Digital Display Image section.
10. Either drag and drop a file into the upload area, or click browse file to upload from your desktop.
11. Alternatively, paste a direct image URL in the Paste Image URL field.
12. Accepted formats: JPEG or PNG. Maximum file size: 4 MB.
13. Click Set to Customer Display to activate the image on the CDS.

Requirement	Value
Accepted file types	JPEG, PNG
Maximum file size	4 MB
Upload method	Drag-and-drop, file browse, or image URL
Number of images	1 (single display image)

7. Digital Display Logo & Carousel

The Digital Display Logo & Carousel section is the primary tool for multi-team venues and sponsors. It supports up to 5 logos that rotate automatically on the CDS at a configurable time interval.

7.1  Uploading Logos

14. Expand the Digital Display Logo & Carousel section.
15. Upload the first logo using the drag-and-drop area or file browse, or paste an image URL.
16. Toggle Enable CDS Carousel ON to activate multi-logo rotation.
17. Additional logo upload slots appear once the carousel is enabled (up to 5 total).
18. Accepted formats: JPEG or PNG. Maximum file size: 4 MB per logo.

Requirement	Value
Maximum logos	5
Accepted file types	JPEG, PNG
Maximum file size	4 MB per logo
Carousel toggle	Enable CDS Carousel — OFF by default
Single logo behavior	No rotation; logo displays statically

7.2  Rotation Interval

When the carousel is enabled and more than one logo is uploaded, select the rotation interval:

Interval	Use Case
3 seconds	Fast rotation — suited for high-energy environments or many sponsors.
5 seconds	Standard rotation — balanced pace for most venues.
10 seconds	Moderate rotation — gives customers time to read each logo.
30 seconds	Slow rotation — ideal for a small number of high-visibility sponsors.

Carousel Behavior: If only one logo is uploaded, the carousel toggle is ignored and no rotation occurs. Rotation timing persists across POS device restarts.

7.3  Image Order

Logos display in the order they are uploaded. Drag-and-drop reordering is available to adjust the sequence without re-uploading.

7.4  Pushing the Carousel to the CDS

1. Verify all logos are uploaded and in the correct order.
2. Select the desired rotation interval.
3. Click Set to Customer Display to activate the carousel on all registers in scope.
4. The Digital Display Logo & Carousel section will show an Active tag once live.

8. Promotional QR

The Promotional QR section controls the visibility of the built-in promotional QR code on the Customer Display Screen. This QR code is generated automatically by retailcloud based on your merchant settings.

Figure 6: Promotional QR (top) and Terminal Splash Screen Logo (bottom) — showing Hide toggle and Stripe device type selector

Control	Default	Behavior
Hide Promotional QR toggle	OFF (QR visible)	Toggle ON to hide the QR code from the CDS. Toggle OFF to show it.

1. Expand the Promotional QR section.
2. Toggle Hide Promotional QR ON if you do not want the QR code displayed.
3. Click Set to Customer Display to push this setting to the CDS.

9. Terminal Splash Screen Logo

The Terminal Splash Screen Logo section is used to push a custom splash screen image to Stripe Terminal payment readers. This is separate from the CDS and does not affect the Customer Display Screen.

9.1  Supported Stripe Terminal Devices

Device	Resolution	Notes
Stripe S700	1024 × 600 px	Landscape orientation. JPEG/PNG max 2 MB; GIF max 4 MB.
BBPOS WisePOS E	800 × 480 px	Landscape orientation. JPEG/PNG max 2 MB; GIF max 4 MB.
Verifone V660p	480 × 320 px	Landscape orientation. JPEG/PNG max 2 MB; GIF max 4 MB.

GIF Support: GIF images scale automatically to fit the device resolution. JPEG/PNG images must match the device's exact resolution or they may be rejected.

9.2  Configuring the Splash Screen

1. Expand the Terminal Splash Screen Logo section.

19. In the Type dropdown, confirm Stripe is selected.
20. In the Device Type dropdown, select the target reader model (Stripe S700, BBPOS WisePOS E, or Verifone V660p).
21. Upload your splash screen image using the drag-and-drop area, file browse, or image URL.

2. File limits: Max 2 MB for JPEG/PNG; max 4 MB for GIF.

22. Click Global Save to save the configuration without pushing.
23. Click Set to Terminal Display to push the saved image to the selected Stripe Terminal readers.

9.3  Save vs. Push — Terminal Display

Terminal Splash Screen management has two distinct actions. Understanding the difference prevents accidental overwrites:

Action	Effect
Global Save	Saves the splash screen configuration in Console. Does NOT push to readers.
Set to Terminal Display	Pushes the currently saved configuration to the Stripe Terminal readers.

Important: If you modify the splash screen after pushing it, you must perform Global Save first, then click Set to Terminal Display again to update the readers. A toast message will remind you of this if you attempt to push without saving first.

No Active Tag: Unlike CDS configurations, the Terminal Splash Screen does not display an Active status tag because only one splash screen is supported per terminal at any time.

10. Save & Push Workflow

Understanding when to save versus when to push is essential for managing CDS updates correctly.

Action	CDS Effect	Terminal Effect
Global Save	Saves all section settings. Does NOT activate any CDS config.	Saves terminal splash screen config. Does NOT push to readers.
Set to Customer Display	Saves AND immediately activates that section's config on the CDS. Replaces any previous active CDS config.	N/A — use Set to Terminal Display instead.
Set to Terminal Display	N/A — use Set to Customer Display instead.	Pushes the saved splash screen image to Stripe Terminal readers.

Active State Rules

• Only ONE CDS configuration type can be active at a time.

• Pushing a new configuration automatically deactivates the previous one.

• The active configuration shows an Active tag in its section header.

• The Set to Customer Display button remains enabled even when active — use it to re-push if needed.

• Terminal Splash Screen has no Active tag (single-config device).

11. Offline Behavior & Sync

CDS configurations are stored centrally in Console and synced to POS devices. The following rules apply when connectivity is interrupted:

Scenario	Behavior
Register is online	Configuration updates push automatically when Set to Customer Display is clicked. No restart required.
Register is offline	POS uses the last cached configuration. The CDS continues displaying the last active config.
Register reconnects	POS syncs with Console and applies the latest active configuration automatically.
Image not yet cached	POS falls back to its last known display until the image downloads successfully.

12. Frequently Asked Questions

How many logos can I upload for the carousel?

Up to 5 logos. If you attempt to save more than 5, the system will block the action.

Can I still configure the CDS directly on a POS device?

Yes. POS devices still allow register-level edits and overrides. A register-level configuration will override any Venue- or Store-level configuration from Console.

What happens if I have both a Venue-level and a Store-level config?

The Store-level configuration takes precedence for all registers in that store. Registers in other stores continue using the Venue-level configuration.

Do I need to restart POS devices after pushing a new CDS configuration?

No. Updates push to registers automatically without requiring a restart. If a device is offline at the time of the push, it will sync and apply the configuration when it reconnects.

Can I configure different display types for different stores simultaneously?

Yes. Create separate CDS configurations with different Store scopes. Each store will receive its own active configuration. Only one configuration type can be active per register at any given time.

What file formats are accepted for images?

CDS image uploads (Digital Display Image, Logo & Carousel) accept JPEG and PNG files up to 4 MB. Terminal Splash Screen accepts JPEG/PNG up to 2 MB and GIF up to 4 MB.

What is the difference between Set to Customer Display and Set to Terminal Display?

Set to Customer Display activates a configuration on the Customer Display Screen (the customer-facing display attached to the POS). Set to Terminal Display pushes a splash screen image to Stripe Terminal card readers. These are separate devices with separate configuration flows.

How do I remove the active CDS configuration?

Push a different configuration type using its Set to Customer Display button. The new configuration will become active and the previous one will be deactivated.

13. Quick Reference

Task	Path / Action
Open CDS Configuration	Settings → General → CDS Configuration tile
Create a new configuration	CDS Configuration list → Add CDS Configuration
Set scope (Venue / Store)	Create screen → Venue and Store dropdowns (default: ALL)
Configure display text	Digital Display Text section → enter lines → Set to Customer Display
Configure display image	Digital Display Image section → upload/URL → Set to Customer Display
Configure logo carousel	Digital Display Logo & Carousel → upload logos → enable carousel → set interval → Set to Customer Display
Hide promotional QR	Promotional QR section → toggle Hide Promotional QR ON → Set to Customer Display
Push terminal splash screen	Terminal Splash Screen Logo → select device type → upload → Global Save → Set to Terminal Display
Save without activating	Global Save button on the Create/Edit screen
Check which config is active	Look for the Active tag on the section header in any CDS config record

File Upload Limits	CDS Image / Logo	Terminal Splash Screen
JPEG / PNG	Max 4 MB	Max 2 MB
GIF	Not supported	Max 4 MB (scales automatically)

For support, contact your retailcloud account manager or use the Help section in the Merchant Console.

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• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
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• Dashboard Overview
• Company
• Register

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