Supervisor approval lets a cashier ask a trusted person to approve a protected action, such as a void, a refund or a typed discount. The supervisor picks their name at the till and types their PIN.
Set it up once, before your cashiers start selling.
Step 1. Choose the actions that need approval
In Settings & Configurations, open the POS tab. In the Supervisor PIN card, turn on each action that needs approval, such as Void a sale or Refund at the till. As the owner, you never need a PIN yourself.
Step 2. Give supervisors the permission
In Roles, add Approve with PIN to the role of your supervisors. They approve at the branches they are assigned to.
Step 3. Each supervisor sets a PIN
Each supervisor opens the menu under their name and selects POS PIN, types their password and a 4-digit PIN twice, and presses Save PIN. The same PIN works in every business they work in.
Step 4. Approve at the till
When a cashier does a protected action, the Supervisor approval window opens: A supervisor picks their name and types their PIN. The supervisor chooses their name under Supervisor, types the four digits under PIN and presses Approve. The action then goes ahead.
If you see No supervisor of this branch has set a PIN yet. Ask the owner., nobody at this branch can approve yet. Go back to Steps 2 and 3.
Step 5. When there is no connection
Without internet, the window says No connection: the PIN is checked on this till and again when it syncs. The supervisor approves the same way.
Step 6. If a supervisor forgets the PIN
The owner opens the supervisor's page in Staff, the Access tab, and presses Reset POS PIN. A new PIN reaches them by email, and the old one stops at once.
Result
Protected actions at your tills go ahead only with a supervisor's PIN, and each supervisor approves with their own PIN.