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a/point_of_sale/advanced/multi_cashiers.rst b/point_of_sale/advanced/multi_cashiers.rst index 9c178ddb5..d16e100fd 100644 --- a/point_of_sale/advanced/multi_cashiers.rst +++ b/point_of_sale/advanced/multi_cashiers.rst @@ -1,3 +1,174 @@ ================================ How to manage multiple cashiers? -================================ \ No newline at end of file +================================ + +This tutorial will describe how to manage multiple cashiers. There are +four differents ways to manage several cashiers. + +Switch cashier without any security +=================================== + +As prerequisite, you just need to have a second user with the **Point of +Sale User** rights (Under the :menuselection:`General Settings --> Users` menu). +On the **Dashboard** click on **New Session** as the main user. + +.. image:: media/multi_cashier01.png + :align: center + +On the top of the screen click on the **user name**. + +.. image:: media/multi_cashier02.png + :align: center + +And switch to another cashier. + +.. image:: media/multi_cashier03.png + :align: center + +The name on the top has changed which means you have changed the cashier. + +.. image:: media/multi_cashier04.png + :align: center + +Switch cashier with pin code +============================ + +Configuration +------------- + +If you want your cashiers to need a pin code to be able to use it, you +can set it up in by clicking on **Settings**. + +.. image:: media/multi_cashier05.png + :align: center + +Then click on **Manage access rights**. + +.. image:: media/multi_cashier06.png + :align: center + +**Edit** the cashier and add a security pin code on the **Point of Sale** +tab. + +.. image:: media/multi_cashier07.png + :align: center + +Change cashier +-------------- + +On the **Dashboard** click on **New Session**. + +.. image:: media/multi_cashier08.png + :align: center + +On the top of the screen click on the **user name**. + +.. image:: media/multi_cashier09.png + :align: center + +Choose your **cashier**: + +.. image:: media/multi_cashier10.png + :align: center + +You will have to insert the user's **pin code** to be able to continue. + +.. image:: media/multi_cashier11.png + :align: center + +Now you can see that the cashier has changed. + +.. image:: media/multi_cashier12.png + :align: center + +Switch cashier with cashier barcode badge +========================================= + +Configuration +------------- + +If you want your cashiers to scan its badge, +you can set it up in by clicking on **Settings**. + +.. image:: media/multi_cashier13.png + :align: center + +Then click on **Manage access rights** + +.. image:: media/multi_cashier14.png + :align: center + +**Edit** the cashier and add a **security pin code** on the **Point of Sale** +tab. + +.. image:: media/multi_cashier15.png + :align: center + +.. tip:: + Be careful of the barcode nomenclature, the default one forced you + to use a barcode starting with ``041`` for cashier barcodes. To change that + go to :menuselection:`Point of Sale --> Configuration --> Barcode Nomenclatures`. + +.. image:: media/multi_cashier16.png + :align: center + +Change Cashier +-------------- + +On the **Dashboard** click on **New Session**. + +.. image:: media/multi_cashier17.png + :align: center + +On the top of the screen click on the **user name**. + +.. image:: media/multi_cashier18.png + :align: center + +When the cashier scans his own badge, you can see on the top that the +cashier has changed. + +Assign session to a user +======================== + +Click on the menu :menuselection:`Point of Sale --> Orders --> Sessions`. + +.. image:: media/multi_cashier19.png + :align: center + +Then, click on **New** and assign as **Responsible** the correct cashier to the +point of sale. + +.. image:: media/multi_cashier20.png + :align: center + +When the cashier logs in he is able to open the session + +.. image:: media/multi_cashier21.png + :align: center + +Assign a default point of sale to a cashier +=========================================== + +If you want your cashiers to be assigned to a point of sale, go to +:menuselection:`Point of Sales --> Configuration --> Settings`. + +.. image:: media/multi_cashier22.png + :align: center + +Then click on **Manage Access Rights**. + +.. image:: media/multi_cashier23.png + :align: center + +**Edit** the cashier and add a **Default Point of Sale** under the **Point of +Sale** tab. + +.. image:: media/multi_cashier24.png + :align: center + +.. seealso:: + * :doc:`../shop/cash_control` + * :doc:`../shop/invoice` + * :doc:`../shop/refund` + * :doc:`../shop/seasonal_discount` \ No newline at end of file