Work as another POS operator
Under this heading we would like to highlight two related and special possibilities out of the many available methods.
As a manager or manager who does not usually work as a cashier, it may be necessary or necessary to intervene in the cashier's activities. For this purpose, they can, like any other operator, receive an operator login with special authorisations and a key. But there is much more...
Best Practice Working as an Operator
Under certain circumstances, you may not want to assign specific permissions to all operators. For example, you do not want other operators to be able to cancel postings from transactions for which an invoice has already been created.
The necessary cancellation authorization for this is cancellation after completion which only you have. Now you want to execute the reversal after completion only with your authorization, but in the evaluations these postings should appear with the responsible posting operator (otherwise you would have all reversals only under your name). It becomes even more urgent to proceed in this way when you then complete the process again, to do so under the name of the former operator (for the first transaction), so that you do not unintentionally take over his turnover and the operator has more money than turnover when billing.
The cash register function Working as an operator allows you to make bookings under the name of another operator. When this cash register function is activated, a list of all operators (who have worked since /TTA
The theoretical end of day (TTA) applies the calendar day change at a time specified by you (default setting 6:00 a.m.). The programme can automatically perform closures, updates and maintenance at this time. A new sales day then begins with the first POS booking of the day.) is displayed from which you can select the affected operator. (Variant: To be able to use the function Work as operator more quickly, you can enter the number of the operator (number of the interface for dispensing equipment) beforehand).
The special feature of the function is that your authorisations are retained, but the following actions are carried out under the name of the operator with /transaction responsibility or the booking operator.
Bookings in the As operator work mode are executed as so-called ghost bookings. You can print this type separately in the user accounts. See the Ghost Booking Details
If there are any misunderstandings, the transaction details can also be displayed directly in the POS cashier mode, where you can see "whether someone has booked for someone else" for each booking.
The authorisation to work as an operator...
To access the function Work as operator there is no separate switch, you need the manager status. The manager status allows a group of things and can be activated in the permissions.
Spontaneous intervention with Phantom Mode
In certain situations, you must temporarily support the service. With the Phantom mode you can book on existing transactions of other operators without these being treated as your bookings on order receipts and reports (of course visible in the transaction details). You log on in cashier mode and activate the Phantommode cash register function. You remain in phantommode until you log off in cashier mode (for example, remove the key).
In Phantom mode you can work in all areas and on all processes. In contrast to the access to all tables function, the Hypersoft POS system uses the bookings from the phantom mode as if the bookings had been made by the respective operator with transaction responsibility. If, for example, Stefan is responsible for the transaction and the operator Hypersoft books the transaction in phantom mode, the operator Stefan is displayed on all receipts and forms (as if he had booked them). In this way, he can also accept orders for the order vouchers at the issue. Such bookings are listed under Phantom Mode in the operator accounting. When you complete a transaction in phantom mode, you are asked to whom the sales are to be posted. This operator must then also collect the money or the (cash replacement receipt).
With Yes the turnover is transferred to you, with No the turnover remains with the original operator. For clarity, the operator names are shown with the answers.
When you create a new operation in Phantom mode, you are asked which operator should be responsible for the operation.
For the phantom mode, there are different settings in the operator authorisations, so it can also be permanently assigned to an operator.
Change payments in the phantom mode...
In the phantom mode, you can change payments of an operation for yourself or others. When changing payments from other operators, the question is asked whether the turnover should be transferred (to the currently logged in operator) or whether the turnover should remain with the operator who originally settled the transaction.
Meanings of the Ghost Bookings...
Bookings in phantom mode are executed as so-called ghost bookings. You can print this type separately in the user accounts. In the Report Manager there is a separate .
In order to activate the Phantom mode you need to enter the Phantom eye can be activated....
Phantom mode on mPOS and Clou Mobile
If an operator has the Phantom Modeauthorisation, its activation is optionally offered in the Logout button and can be activated by holding it for a longer period of time.
On the left "Gustel" the phantom mode is offered. In the middle the Phantom mode is already active. On the right, Gustel has completed a process for Andi. When creating a new operation, the system asks which operator is to be responsible for the operation. During invoicing, the system asks whether you want to act as a cashier operator yourself, or whether the turnover should be booked to the "operator taken over".
Back to the parent page: Operator authorizations