Adding a cashier and a user
Add a cashier counter to a branch, create a user with a role and branches, and understand Free vs Pro limits for cashiers and users.
Quick answer
- Go to Settings → Cashiers and select Add New Cashier.
- Name it and choose its Branch.
- Go to Settings → User Permissions and select Add New User.
- Enter username, full name, phone and password.
- Choose the Role and the Branches, then save.
Steps
- Add a cashier. A cashier is a selling point in a branch (for example SoHo Counter). In Settings → Cashiers, select Add New Cashier, enter the Cashier Name and choose the Branch. Switch Cashier Availability off when it isn’t in use.
- Add a user. Users are the people who sign in. In Settings → User Permissions, select Add New User.
- Fill in the details. Username, full name, phone number and password.
- Pick a role. Admin, Store Owner or Cashier.
- Choose branches. Select All or tick the branches and counters this user can work in.
- Save with Add New User.
Checklist for a new cashier
Sign-in details · assigned branch · role set to Cashier · first session opened with a manager · how to cancel an order (manager PIN).
Related
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