Adding & removing staff logins for POS

Once you have set up your store you can assign your users.

How to add a user to POS

  1. Go to Settings > Staff / Users > List staff.
  2. Click on an existing user name to edit, or add a new staff member/user.
  3. In the staff member record, make the following entries:

    Max % Discount: This will set the maximum discount that the cashier can apply to the basket as a total (the total discount is calculated based on the line and basket discounts have been applied).
    POS: Check the POS box to enable the user to be added to one of more of your stores.
    POS Stores: Select the stores that this staff member will have access to via POS.
    POS PIN (6 digits): Enter the 6 digit PIN that the user will log in into the POS.
    Role: Assign either the 'Cashier' or 'Manager' role. See below for the additional functions that can be performed by a manager.

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Managers and cashiers

There are 2 available roles when setting up store users. A cashier can access all the functions on the POS except the following, which are available to the manager only: 

  • Authorising discounts for cashiers and unit price changes (above their profile limit)
  • Cash management actions
    • Opening register and adding a float
    • Adding or removing cash from the till
    • Opening the cash drawer
    • Printing or viewing end-of-day reports
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