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Create Cashiers

25
Sep

To adjust cashier permissions and roles please visit our Manage Cashier Roles and Permissions manual page.

Create Cashier

In order to create new cashiers, navigate to Employees > Cashiers. Here you will find the list of cashiers for your organization.  You can create, edit or delete cashiers.

Click the “New” button to add a new cashier.

Each cashier is required to have their own unique number.  The cashier number is used for time clock actions.  You are required to provide the first and last name as well.  Please be aware that the full name is displayed on the receipt.  If you do not want to have the cashier’s full name print on the receipt, simply fill out the alias field in the back office. The receipt will display what you put in the alias field instead.

Another required field is the login code for the point of sale. You can use the same number as the cashier number but can also use an entirely different number.  If you are using login cards you have to enter the code that is programmed on the login card.

The last required field is the cashier role which will define granted permissions for this cashier.  On the right side, you will get a preview of what permissions the cashier will have. Under that you may choose the settlement commision checkbox to be able to distribute commission amount, the Revenue allocation accounts box will appear. Revenue allocation accounts may be found under the Settings tab. If you can not locate it there you will need to Edit Menu Entries.

The last cashier setting is optional and will only change the cashier’s background color of the POS.  This can be helpful if you have multiple cashiers share one register.  That way they can easily recognize by the POS’ color whether they are on the right login.

Once you are comfortable with the changes you made press “Save” to apply your changes.

Edit Cashiers

To edit a cashier, select the desired cashier in the list and press the “Edit” button. You may select multiple at once by holding down the CTRL button on your keyboard as you make your selections.

Delete Cashiers

To delete cashiers select the desired cashier from the list and press “Delete“.  The system will ask you for a confirmation prior to deleting the cashier.  Please be aware that the change cannot be undone.  If you still need to access to the employees’ work times for your payroll it is recommended to only change the employees’ login code to restrict access before actually deleting the cashier record.