Authorizations Reports
These are the permissions for front office reports, which are output via a POS Printer (or alternatively can be displayed on the monitor). With these settings, you can allow the operator to see exactly the reports he needs for his work and, conversely, hide reports he does not need to see. You can also add important information to the operator report.
There are significant differences between a report to which an operator has been given access and a report on the assignment options for operator report:
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The reports made available to one operator evaluate the bookings of all operators.
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With the option for operator report you add the operator's evaluations to the operator report, i.e. the product group report (as an example) is related or filtered to the bookings of the respective operator. The report is extended accordingly and is not cut off between categories by the POS printer.
Recommendations for compact operator accounting
The compact operator accounting system can be further adjusted and is very clear. Among other things, manually opened cash drawers can also be evaluated.
Special feature payment terminals
The report 67 Restart EC terminal is not a report but a command that can reinitiate the connection of the cash register to EC terminals in the event of an error.
The report assignment Final Report No. 69 is also the authorisation for an operator to execute the cash cut of the payment terminal. The cash cut can vary depending on the data centre, read Daily closing and cash register cut.
Details of the controls
You can access the settings by starting the user authorization on the Administration tab from the CLOU Settings program group and selecting the Reports area.
| Element / Switch | Function / Description |
|---|---|
| Allow All | Selects all reports so that the operator can output all reports. If Hypersoft Suite adds future updates to reports, you will need to return here to allow access to these new reports. |
| Lock all | This locks all reports for access, this is also the default setting. |
| Options for operator report |
Depending on your choice between Standard and Compact you have different options. The standard settings are described below. For the setting of the alternative compact operator accounting, seeThe operator accounting compact. Adds the items booked by the operator to the operator report (Report Manager: OperatorOverview ). As this can usually be a large number of articles, we recommend using the item option Report item . If at least one item in the item master is given the option Report item, only report items are listed for all operators with an added item report. You can set any number of items as report items in the item master. Report items are also evaluated in the Live Report. Further documentation: item master Area cash register Shows you comfortably all items which the operator has booked with a discount. This serves to control the application of discounts. Displays the operator's turnover in merchandise categories. This setting is used, for example, in restaurants to determine whether the operator not only makes a good turnover, but also offers and sells special services in the specified size in addition to the usual items. Displays the operator's loss postings. From our point of view, you should activate this in order to examine or discuss the loss postings with the operator report right at the time of settlement. Adds the turnovers of the price levels. This is also a certain control if, for example, you book customer prices or personnel prices via price levels. With this option, the tips are shown separately by payment type on the operator report. Adds the mean values transaction average and customer average in gross and net to the operator billing. Separates the individual non-cash payments from the area Hypersoft Pay. Activate this option so that the operator report shows which bookings this operator has transferred to other operators and which bookings have been split. See Fraud Protection User Authorisations and especially Fraud with table transfer. |
| Ghost Booking Details |
Ghost BookingDetails extends the operator accounting by all bookings made in phantom mode and in operator mode. The item bookings are listed with quantity and price and grouped by mode and ghost user. Further documentation: |
| Discounts on operator overview |
With this option, the difference between the current sales price of the standard price level and the achieved sales price (at the time of booking) is determined and evaluated under the term discount in the Report Manager in the operator overview. For the calculation, the standard price level of the current item master is used and compared with the bookings of the respective operator. |
| Authorisations for operator accounting |
Display dialogue or print immediately... When you start the Operator Report programme in Cashier Mode, you can choose whether printing is triggered immediately or whether a preview appears in the dialogue first. In the preview, further functions are available that are controlled via permissions. At Print Immediately the report is not displayed beforehand. You still have the choice between X and Z mode. In Z mode, you can optionally activate Forced options and automation for operators. Lock X-report and Z-report... Locks access to print and finalise the operator report with the respective status. Lock cash register dial... This allows you to specify that the report is always calculated over entries from all tills. Lock monthly values... Locks the evaluation of the monthly values. Prevents the selection of a team - only in connection with the team function. X- or Z- status for conclusion The selection X-report or Z-report (status) decides whether the operator can continue working with the creation of this report (X-operator report) or completes his work (Z-operator report). Details on this can be found in the section Billing operators. |
| Authorization for Wallet Control | The display of the cash turnover can be activated here. You see User authorizations for Wallet Control |
| Permissible reports |
The front office reports are displayed in the list. Only the reports with a dark background (selected) are accessible to the respective operator. Entries 66, 67 and 68 are not comparable reports but special functions: Cash cut at the end of a billing period |
Back to the parent page: Define operator authorizations