Authorizations Options
The Options tab contains basic authorisation settings for the depth of functions when booking.
Start the user authorization on the System tab from the POS Settingsprogram group:
| Element / Switch | Function / Description |
|---|---|
| Customer base at POS |
With Customer history you determine the access to the Customer history, in which the previous item bookings of the customer can be viewed. With this setting, the text from the customer's memo field is not displayed in cashier mode. However, if the operator has access to the customer history, the memo field is displayed there. Do not change customer data... If Do not change customer data is activated, the operator cannot make the possible changes to the customer data in the customer history. Allows the operator to assign discounts to a customer. This assignment to a customer deliberately does not check the operator's maximum allowable discount. Change level / reasons for loss... The operator can assign price levels or losses with this permission. With this authorisation, the operator has access to all price levels and loss reasons that he can select in cashier mode. For the possible restriction, see the tip How can I use special functions that are not accessible to other operators?. The operator can use the "diversions" to create a new customer and assign price levels to this customer. Note, therefore, that assigning this authorization can have an effect on sales. Control appropriate reports to protect against misuse, as extensive reports are available in the Report Manager for discounts, losses and use of price levels. The user account and the manager report (depending on the settings) can also be used for front office reporting. |
| permissions |
Free price entry and direct multiplication... Allows the operator to enter the sales price for items that have been set up accordingly. See Best Practice Free Price Use. Allows access to the cash register function Manager Operator Change. See details of the application at The Manager Operator Change. This allows operators to post deposits at the POS system. Also for the sale of vouchers the authorisation Deposits/Voucher Sale must be activated. Further documentation: Post incoming and outgoing payments Disbursements... This allows operators to post payouts at the POS system. Further documentation: Post incoming and outgoing payments Transfer acceptance allowed... Herewith you can allow access to the programme transfer acceptance from the area Stock Management. Allows the operator to use loss reasons when booking items. Further documentation: Cancellations versus losses Mark shift change... You can post (only as information for reports) to different shift numbers so that you can separate exact posting cycles in later evaluations regardless of working times. For an operator to be able to specify a shift for booking using the shift number cash register function, he must have this authorization. With this Cancel Provisional Closing privilege, operators can cancel the transaction closure that was made with the Close Transactions Provisionally cash register function and return the transactions to their normal status. See also Fraud Protection Preliminary financial statements. With this stock management authorisation, the operator can request items from your warehouse from the checkout mode using the goods requests programme. |
| dispensing system |
OperatorNo. on dispensing equipment... Here you can enter the operator number that is assigned to the operator in the dispensing system. Further documentation: Number of bar and waiter-related credit Herewith you determine that only the booking operator himself is allowed to consume the credit at the dispensing equipment. The holder of the bookings is checked and protected at the bar system (if supported by the bar system). Level loss prefix applies to bookings from dispensing... If you activate this setting, the operator's price level or loss reason setting only applies to bookings coming from the dispensing system. Further documentation: Price levels / loss |
| Cash drawer |
Here you determine which cash drawer should open automatically or leave the selection to the operator with the option select. The possibilities for using cash drawers are described in detail in the section Cash drawer, and the theme can be selected from in the section Select special function cash drawer. Lock when open... Block if open can prevent further posting when cash drawer is open (only those with open message). Further documentation: Station settings Peripherals Open cash drawer... The opening of the cash drawer can be made dependent on additional conditions. In any case, the cash register function Open cash drawer must be activated in cashier mode and the operator must have the authorization to open the cash drawer: If item bookings exist: is opened only if an item was booked. Optionally you can create an item and see how often the cash drawer has been opened (without further bookings). Also without itembookings : Opens the drawer. If total is positive: Opens the cash drawer only with a positive amount in the activity. If sum is not zero: Opens the cash drawer with a positive or negative amount. In both cases, a receipt could be printed. If the amount is zero, the drawer remains closed. |
| Block payment method |
This allows you to determine which payment types an operator may use. For example, he may not settle on customer account, cashless, or with certain currencies. The cashless counter concerns card payments at the payment terminal regardless of the card type.
If they block cashless payments, operators cannot use connected payment terminals. |
Back to the parent page: Define operator authorizations