================================ How to manage multiple cashiers? ================================ 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`