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

  1. Go to Settings → Cashiers and select Add New Cashier.
  2. Name it and choose its Branch.
  3. Go to Settings → User Permissions and select Add New User.
  4. Enter username, full name, phone and password.
  5. Choose the Role and the Branches, then save.

Steps

  1. 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.
  2. Add a user. Users are the people who sign in. In Settings → User Permissions, select Add New User.
  3. Fill in the details. Username, full name, phone number and password.
  4. Pick a role. Admin, Store Owner or Cashier.
  5. Choose branches. Select All or tick the branches and counters this user can work in.
  6. 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).

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