Understanding Features & User Roles - POS Access
POS App Access
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.
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 Note: 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 Note: 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 Note: 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.
Note: 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 |
See Also: Understanding Features & User Roles - Back Office Access
Keywords: features, user roles, pos features, features overview