POS - Manager Functions – Modern

POS - Manager Functions – Modern

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 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 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. 

2.2 Performing Temp Price Change 

Please follow the steps below to temporarily change an item's price. 
  1. Scan the items and drag the item from right to left on the POS. 
  2. Click on the Temp Price Change icon.
                                       Figure 2.2.1
  1. The Temp. Price Change screen will be displayed.
                                          Figure 2.2.2
  1. Enter the new price and description and click "Apply."
  2. The system will update the item's price and display it on the receipt. 

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

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 screen will appear. 

                                          Figure 1.1.5.3
  1. When the manager logs in, the Age Verification Override Entry screen will look like the one shown in Figure 1.1.5.4. The manager can manually enter the date 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.

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