Two kinds of person
| Person | Needs |
|---|---|
| Cashier | The scopes to sell (the till's own scopes), to return and replace goods, to register a customer, and to print and reprint. Does the cash hand over of their own cash |
| Supervisor or shop manager | Everything a cashier has, plus Petty cash, Terminal cash, the setup screens (Terminal, Receipt design, loyalty, schemes, gift cards) and the supervisor setting on their role |
Set them in Role & Scopes: a role has scopes (rights) grouped by screen, and a user has a role. Menu items a user has no scope for are hidden.
Switches that are not scopes
- Is this a supervisor role ? on the role: shows Void/Reset on POS Sales, so the user can clear a bill, and puts the user on the Handover to list of the cash hand over (Hand over the cash at the end).
- Secret key in Configuration: the word a cashier types to delete lines (Configuration settings the till uses).
- Editable product discounts in Configuration: lets any cashier change a line's discount (Discounts and adjustments on the bill).
- A user's branch decides which branch's stock, numbering and receipt design the till uses (Set up a shop for the retail POS: checklist).
Common questions
A cashier gets "Forbidden" or a general error when scanning.
The role lacks the till's scopes. Add them in Role & Scopes and have the user sign in again.
The supervisor does not see Void/Reset.
The role's Is this a supervisor role ? is off, or the user has not signed in again since it was changed.
The cashier cannot see Terminal cash.
Give the role the Terminal cash scopes. A cashier needs them to hand over their own cash (Hand over the cash at the end).
Does Is this a supervisor role ? stop a cashier from changing a price?
No. It only shows Void/Reset and puts the person on the Handover to list. The Rate link and, when the company switches it on, the Discount link can be used by any cashier; the supervisor checks the day's bills.