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13.12.2017

Setting up Tablet users groups (mobile POS terminal) on the tablet

All users are granted permissions according to one of their Tablet Users Groups.

You can create and set up users’ permissions:

Users access settings changes are applied when the mobile POS-terminal is restarted on the tablet.

As a rule, you can create the following groups:

Administrators — these are users who organize and manage work of the establishment. Administrators can be granted rights to set up POS-terminal, to manage other users’ rights, to view reports.

You can grant all access rights to the «Administrators» group.

 

Waiters — these are users who create and serve orders. Waiters should have rights to create orders and accept payments. In some cases, the function of payments for orders can be transferred to other staff categories, for example to Cashiers, for the purpose of controlling the process.

For example, you can grant the following rights to the «Waiters» group:

  • Access to the sales window
  • Right to accept payments
  • Right to delete items in the order
  • Right to apply manual discounts
  • Access to open orders

 

Warehouse employees — these are users who make requests for supply of products and production, receive products into a warehouse, carry out a write-off action.

For example, you can grant the following rights to the «Warehouse employees » group:

  • Access to requests for products
  • Access to products inventory
  • Access to goods receipt

 

Cashiers — these are users who accept payments, perform operations of cash deposit and withdrawal.

For example, you can grant the following rights to the «Cashiers» group:

  • Access to all orders
  • Rights to accept payments
  • Access to order return
  • Access to sales window
  • Right to delete products in the order
  • Access to reports
  • Access to cash register

 

Finances, analytics, bookkeeping — these are users who make payments and work with financial statements.

  • Access to reports
  • Access to closed orders

 

To create a new group in the mobile terminal application on the tablet, open the window in Menu: References \ Tablet users groups and tap on the Create an item button.

Then, specify a group name and select the appropriate checkboxes to enable the available users features.

 

 

 

All users are granted permissions according to one of their Tablet Users Groups.

You can create and set up users’ permissions:

Users access settings changes are applied when the mobile POS-terminal is restarted on the tablet.

As a rule, you can create the following groups:

Administrators — these are users who organize and manage work of the establishment. Administrators can be granted rights to set up POS-terminal, to manage other users’ rights, to view reports.

You can grant all access rights to the «Administrators» group.

 

Waiters — these are users who create and serve orders. Waiters should have rights to create orders and accept payments. In some cases, the function of payments for orders can be transferred to other staff categories, for example to Cashiers, for the purpose of controlling the process.

For example, you can grant the following rights to the «Waiters» group:

  • Access to the sales window
  • Right to accept payments
  • Right to delete items in the order
  • Right to apply manual discounts
  • Access to open orders

 

Warehouse employees — these are users who make requests for supply of products and production, receive products into a warehouse, carry out a write-off action.

For example, you can grant the following rights to the «Warehouse employees » group:

  • Access to requests for products
  • Access to products inventory
  • Access to goods receipt

 

Cashiers — these are users who accept payments, perform operations of cash deposit and withdrawal.

For example, you can grant the following rights to the «Cashiers» group:

  • Access to all orders
  • Rights to accept payments
  • Access to order return
  • Access to sales window
  • Right to delete products in the order
  • Access to reports
  • Access to cash register

 

Finances, analytics, bookkeeping — these are users who make payments and work with financial statements.

  • Access to reports
  • Access to closed orders

 

To create a new group in the mobile terminal application on the tablet, open the window in Menu: References \ Tablet users groups and tap on the Create an item button.

Then, specify a group name and select the appropriate checkboxes to enable the available users features.

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