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How can I have a check on discounts given by staff?


Jack CHK
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Hi, can we set an authorisation by owner before a discount is given to a customer or the staff can use this discount once this is set and we can rely only on his or her common sense and honesty?

 

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In the Back Office, got to Sales, Sales by Employees. It lists gross sales, discounts refunds and net sales by employee.

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  • 1 year later...

Yes, you can set up  authorisation by Managing Access Rights of Employees

The owner can give employees different access rights to the POS app and the Back Office. To do this, you can set up the users’ roles by assigning them to a certain group.

Enter the Back Office and open the 'Access rights' section in the Employee menu.

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You can see the user groups with their roles. By default, there are four user groups with preset roles: Owner, Administrator, Manager, and Cashier. You can create a new group by clicking on the ‘Add group’ button.

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The owner has all the possible rights, which cannot be changed. All other groups can be edited.

You can assign a role to the employee during creation or change the role of existing employees.

There are two blocks of access rights: POS and Back office.

POS access rights

You can create a new group by clicking the ‘+ Add group’. The right to access POS is turned on by default and the right to access the Back office is disabled.

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Apply discounts with restricted access
When this option is disabled, the employee does not have the right to use the restricted discounts. See details in How to Create and Configure Discounts.

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