Understanding features and user roles
For all POS app features listed below, if a user does not have access to a feature, the system will require a user who does have access to the feature enter their POS PIN to complete the task.
| POS Feature | What does it allow a user to do? |
|---|---|
| Time Clock | |
| Clock in/out | Clock in and clock out from the POS Log in screen. 📝 If any user has access to this feature, all users will see these buttons when logging in |
| Manager Functions | Clock other users out |
| POS | |
| Ring Up Sales | Access the POS. 📝 If a user has access to any POS feature below, he/she will automatically have access to ring up sales. |
| No Sale (Open Drawer) | Open the cash drawer outside of the checkout process. |
| Clear Ticket | Delete all items from a ticket. |
| Price Override | Change the price of an item added to a ticket (the change applies to that ticket only) |
| Apply Discounts | Apply a discount to a specific item or to the whole ticket. |
| Change Tax | Change the tax amount on a ticket (the change applies to that ticket only) |
| Perform Returns | Refund money from a previous purchase. |
| Pay In/Out | Perform a pay in or pay out. |
| Shift/Cash Management | |
| Close Shift | Close a shift, perform cash reconciliation, and print the Daily Summary report. |
| Recount Cash | Edit the initial cash amount entered during the cash reconciliation process. |
| View/Print Shift Summary | View and print the shift summary report at the end of the Close Shift process. |
| Multiple Cash Drawers | Grants Access to multiple cash drawers. |
| Manage Tips | Adjust tips for other users. 📝 A user without this access can still adjust his or her own tips. |
| Category/Item Management | Add new categories and items, rearrange existing categories and items. |
| Reports | View and print POS reports. |
| POS Settings | Access and edit the settings on the POS settings screen. |
| Change Stores | For multi-site merchants only change the store a device is registered to. 📝 Additional charges may apply. |
| Enter/Exit Training Mode | Grants the user the ability to enter and exit training mode on the POS. |
| Override Order Lock | Gives the suer the ability to access locked future orders. |
Reference documentation:
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