Adding Users to the Point of Sale

The point of sale allows each employee to have their own sign in, allowing sales to be split up by cashier as well as give different permissions to each employee. The below guide walks through setting up employees and their PINs for accessing the Point of Sale.

 

Enabling employee sign-in for the POS

 

1. Open the Point of Sale Module

 

2. Click on the 3 dot menu for the session which you would like to add employees to.

 

3. Click on 'Edit' to open the POS settings.

 

4. If not already enabled, check the box by 'Multi Employees per Session'

 

5. After enabling the feature, press 'Save' and refresh the page.

 

6. After refreshing the page, reopen the 'Edit' menu for the POS session.

 

7. If a user already exists, you can add their profile to either 'Basic' or 'Advanced' rights.

Advanced users can close out a POS session at the end of the day, which Basic users cannot.

 

8. If you have not yet created and employee, you can create their profile directly from this page.

Type in their name and select 'Create and edit'

 

9. To add a PIN for the employee for them to sign in to their user account, navigate to the 'HR Settings' Tab

 

10. Add a PIN to the 'PIN Code' field.

NOTE: This must be a numeric code, and not include letters.

 

11. Click on 'Save & Close' to navigate back to the POS settings page.

 

12. After adding your employees to the POS, press on 'Save' to apply.

 

13. When opening the POS, employees will now be able to sign in by pressing 'Select Cashier'

 

14. They will then select their name from the list and input their PIN.