Set what needs a manager

Decide how much a cashier can do alone. Above that, a manager enters their PIN on the cashier's screen. Each shop has its own limits.

Steps

1. In the menu, under Setup, click Settings, then Cash control.
2. Under Staff may, alone, set:
   • A discount, by Staff – the most, in %, for line and bill discounts added together.
   • A refund, by Staff – the largest refund on one return, in cash or a credit note.
   • Paying out of the drawer, by Staff – the most for shop expenses or paying a supplier.
   • Closing a shift that is short or over – within this, staff say why and close; past it, a manager closes it.
3. Under At every counter, turn each on or off:
   • Cancelling a bill needs a manager.
   • Opening the drawer without a sale needs a manager.
   • Count the drawer before seeing what it should be – the cashier counts first, then sees the expected amount.
   • Print the Z report when a shift closes.
4. Click Save.

Good to know

• Managers, Admins and anyone with the Counter supervisor extra access can approve.
• An approval works once, within two minutes, for the action it was given for. Both names go on the shift report.
• Paying cash in, and moving cash to the safe, never need a manager.
• Approvals need internet. While the POS is offline, discounts cannot go past the limit.
• A manager can also approve from their phone. See Approve from your phone.