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.
|What does it allow a user to do?
|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
|Clock other users out
|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.
|Delete all items from a ticket.
|Change the price of an item added to a ticket (the change applies to that ticket only)
|Apply a discount to a specific item or to the whole ticket.
|Change the tax amount on a ticket (the change applies to that ticket only)
|Refund money from a previous purchase.
|Perform a pay in or pay out.
|Close a shift, perform cash reconciliation, and print the Daily Summary report.
|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.
|Adjust tips for other users.
📝 A user without this access can still adjust his or her own tips.
|Add new categories and items, rearrange existing categories and items.
|View and print POS reports.
|Access and edit the settings on the POS settings screen.
|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.
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