The POS tab sets two rules for your tills: how long goods held for a customer stay set aside, and which actions need a supervisor to approve with a PIN.
Set it before your team starts selling at the POS, and change it whenever your rules change.
Before you start
- The tab shows when your plan includes the POS.
Step 1. Open the POS tab
In the side menu, under Management, select Settings & Configurations, then the POS tab.
Step 2. Set how long a hold lasts
In the Hold for a customer card, type a number of hours in Release a hold automatically after. The line under it says 0 to 168 hours (7 days). 0 = never, release by hand.
The grey box tells you what your number means, for example A hold is released automatically 24 hours after it is made. When the time is up, the goods go back on sale by themselves.
Step 3. Save the hold time
Press Save. You see Saved successfully. Holds already made keep their own time.
Step 4. Choose the actions that need a PIN
In the Supervisor PIN card, turn on each till action that should need a supervisor:
- Void a sale
- Undo a payment
- Refund at the till
- Exchange that gives money back
- Cancel a till sale
- Typed discount
- Cash out of the drawer (and drops)
- Close a register with a cash difference
Each switch saves on its own, and you see Saved successfully. Off means no PIN is asked. You never need a PIN yourself.
Step 5. Make sure someone can approve
A switch only works when a supervisor at that branch has a PIN. Give the Approve with PIN permission to the right role, and ask each supervisor to set their PIN.
A supervisor sees Set your own PIN in Account settings → POS PIN. under the card title, and presses the link to choose their PIN.
Result
Holds return to the shelf after the time you chose, and the actions you switched on open the Supervisor approval window at the till.