POS Roles

If you have an Admin role, you can configure the roles and users from the Admin tools: Admin -> Tools -> Roles and Admin -> Tools -> Users.

Each of these roles have different responsibilities and levels of access. Certain UI elements can be active or inactive according to the current user’s role.

The main user roles for the POS screen are:

• POS
• POS_WAITER
• POS_MANAGER
• POS_ADMIN

During customization, other roles can be added according to the customer’s business processes.

The names of the entities MUST NOT BE CHANGED, otherwise the system might not work as expected.

The orders below are incremental so, a role can do all the things the previous roles can.

POS role

This role allows the POS UI to receive information about the current state of the orders, tables, areas etc. The user can navigate some screens but can’t operate any changes. This is useful for information purposes only such as check the facility’s occupancy.

POS_WAITER role

The waiters can:

• open orders;
• change their own orders (or the orders that are assigned by a manager).
• add new orders to the same table;
• add/edit customers;

The waiters can’t:

• access other waiter’s orders, only managers and admins can;
• return any products;
• close orders (bill them)*;
• print bills or cash them;
• apply discounts;
• assign customers to order;
• split orders or move orders to other tables;
• see or access other areas or distribution channels except the ones they are assigned to;

* The waiter can bill orders if it is assigned to the Delivery distribution channel only from the deliveries order table.

POS_MANAGER role

The role of the manager is also assimilated to the cashier’s role.

The manager can:

• access any of the waiter’s orders except locked orders;
• close orders, print bills and cash them;
• return any products;
• close orders (bill them);
• print bills or cash them;
• apply discounts;
• assign customers to order;
• split orders or move orders to other tables;
• add reservations;
• issue invoices;
• print informative fiscal reports (X reports) on the fiscal printers and can see the sales reports.
• configure product’s status (unavailable or disabled products);
• see or access other areas or distribution channels except the ones they are assigned to;

The manager can’t:

• close the day (Z report)
• cash in or cash out;
• apply discounts after an order was billed (closed), only the admin can;
• reopen closed orders (the admin can);

POS_ADMIN role

The admin role has full control over all of the aspects of the POS so you need to be careful who has this role. Full control can sometimes break things.

The admin can:

• close the day (Z report)
• cash in or cash out;
• apply discounts after an order was billed (closed), only the admin can;
• reopen closed orders;