POS - Manager Functions

POS - Manager Functions

POS - Manager Functions Overview

This article provides information about POS operations specific to the manager’s role.

How does the manager's role get the required right? 

FTx Cloud POS provides a comprehensive range of configurable user rights to cater to each client's unique needs. During the initial installation and configuration process, the FTx Cloud POS team provides comprehensive support, helping corporate employees create employee groups (e.g., admin, manager, cashier) that can be assigned to each employee based on their specific requirements.
  1. The corporate employee can create additional employee groups and edit the user rights for existing employee groups. It is also possible to override specific user rights at the employee level for a particular employee.   
Thus, the manager will have the right to operate Control Center, POS, and Handheld device assigned by the corporate employee. 

This article will help you gain a better understanding of the specific functions of the manager's POS operation.

1. Manager's Rights for POS

The manager's rights for POS are determined at two levels: 
  1. Designation Level: The corporate employee designates the rights assigned to the Manager. The corporate employee can override the rights assigned to the Manager designation at the employee level and make the required changes to the specific employee’s (manager’s) rights. 

  2. Action Level: When configuring the POS Panel's action buttons, the designated corporate employee can decide whether the cashier performing this action requires the manager's override (approval). When the cashier attempts to perform any action that requires the manager's override (approval), the Manager Login | Keypad screen will appear. 

Figure 1.1
  1. Most of our clients enable the Manager Override Required setting for the following actions: 
    1. Item Return
    2. Suspend Sale
    3. Pay In
    4. Pay Out
    5. No Sale
    6. Change Salesman
    7. Round for Charity
    8. Safe Drop

2. Manager's Actions on POS

Here are some of the actions performed by the manager. 

2.1 Adding Items to the Damaged Product Inventory Manually

Damaged Product Inventory caters to those products that are damaged and can be sold at discounted rates. The discount values for these items will be derived from the Configure Department-Level Discounts settings set by the corporate employee.

How does the system create a damaged product inventory?

When a customer returns an item that is marked as damaged during the return process in POS, the system adds it to the Damaged Product Inventory. Below is a brief description of marking the returned item as damaged. 
  1. When you click the "Item Return" button, scan the item or receipt, and proceed to the return process, the POS | Return Notes screen will appear. Enter the appropriate notes and click "Ok." 

Figure 2.1.1
  1. The POS | Add Return To Worksheet screen will appear. You can choose from three options: Return To Inventory, Return To Vendor, and Return To Warehouse. 

Figure 2.1.2
  1. This item is new and can be added back to Inventory: If you see the item in perfect condition, choose this option. You can send it back to inventory by clicking "Ok." In this case, the system will not add the item to the Damaged Product Inventory. 
  2. This item is damaged: Choose this option if you see the item is not in perfect condition. Choose the applicable options in the Item Condition drop-down, write notes, and click "Ok." 

Figure 2.1.3
  1. Item Condition: Choose the suitable option from this drop-down. 
  2. Condition Notes: Enter the appropriate notes. 
  3. In this case, the system will add the item to the Damaged Product Inventory. You can resell the item at a discounted price, which will be determined by the corporate employee's settings in the Configure Department-Level Discounts section of Control Center.
How can the manager manually add the items to the Damaged Product Inventory?
  1. Click the "Damaged Product" button on POS. 
  2. The POS | Discount Item To Sale screen will appear, as seen in Figure 2.1.4.

Figure 2.1.4
  1. Use the "Add Item" button to add items manually.

2.2 Performing Temp Price Change 

Please follow the steps below to temporarily change an item's price. 
  1. Scan the items and click the "Temp Price Change " button on the POS. 
  2. The POS | Select Item to Change Price screen will display all items scanned during the sale. Select the required item and click the "Change" button.

Figure 2.2.1
  1. The Temp Price Change screen will appear. Make the appropriate selections, enter the new price and description, and click "Ok."

Figure 2.2.2
  1. The system will update the item's price and display it on the receipt. 

Figure 2.2.3

2.3 Overriding Age Restricted Sale 

If the corporate employee is required to scan their driver's license or government ID, the system will display the POS | Age Verification screen, as shown in Figure 1.1.5.1. The cashier must scan the customer's driver's license or government-issued ID to sell the product. 
  1. If the customer has an ID that cannot be scanned, the manager can manually enter the ID details. 
                                                                                               Figure 1.1.5.1
  1. When the manager clicks the "MGR Override" button, the POS | Age Verification Override screen will appear, as Figure 1.1.5.2 shows. 
                                                                                                       Figure 1.1.5.2
  1. When the manager clicks three of the checkboxes shown in Figure 1.1.5.2, the Manager Login | Keypad screen will appear. 

          Figure 1.1.5.3
  1. When the manager logs in, the POS | Age Verification screen will look like the one shown in Figure 1.1.5.4. The manager can manually enter the date or click the "Visually Verified" button to complete the age verification process. 
                                                                                                   Figure 1.1.5.4
2.4 Daily Reconciliation

"Reconciliation" is the process of closing out a shift and recording the physical tender amounts on hand against the tender amounts recorded by the system. This allows for tracking of any discrepancies between system totals and on-hand tenders. Reconciliation takes place in two phases:
  1. Daily Reconciliation: The store manager performs daily reconciliation at the end of the day (or at the beginning of the next day) and verifies all shift reconciliations (Register Zs) performed during the day.
To learn how to perform daily reconciliation in FTx Cloud POS, you can read the Daily Reconciliation article. 

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