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