Creating and Managing Retail Permissions
Overview
Retail permissions define what actions users can perform at the Point of Sale (POS), such as processing sales, overriding prices, or managing shifts.
This article provides a step-by-step approach to setting up retail permissions, covering transaction rights, price/discount controls, shift settings, and more.
Step 1: Accessing Retail Permissions
To create or modify retail permissions:
Navigate to: Home > Retail > Settings > Retail Permissions.
Click "Add Retail Permission" to define a new role or edit an existing one.
Note: Permissions are assigned to roles (e.g., Cashier, Manager), not individual users. Assign roles via User Profiles later.
Step 2: Configuring Transaction Rights
The Transaction Rights tab controls basic POS operations. Enable/disable permissions as needed:
Step 3: Setting Price and Discount Limits
Under the Price and Discount Detail tab, define boundaries for pricing flexibility:
Price Override Lower/Upper Limit:
Minimum/maximum price an item can be sold for.
Example: Prevent selling below cost (Lower Limit = $10).
Maximum Discount % (Item/Sale):
Cap discounts to maintain profitability.
Example: Cashiers can’t exceed a 20% discount per item.
Step 4: Managing Shift Permissions
The Shift Settings tab controls shift operations:
Best Practice: Restrict shift closures to managers to ensure accountability.
Step 5: Miscellaneous Permissions
The Miscellaneous tab includes critical security settings:
Tax Override: Allow modifying tax rates.
Credit Limit Override: Permit exceeding customer credit limits.
X Tape Report: Access end-of-day transaction reports.
Step 6: Assigning Roles to Users
After configuring permissions:
Go to: Home > Users and Permissions > User.
Open a user profile (e.g., "Pepper Potts").
Assign the role (e.g., "Cashier") under the Roles section.
Best Practices for Retail Permissions
Least Privilege Principle: Grant only necessary permissions (e.g., Cashiers shouldn’t void transactions).
Audit Logs: Regularly review POS activity for discrepancies.
Role Profiles: Use Role Profiles to assign multiple roles efficiently (e.g., "Senior Cashier" = Cashier + Shift Count permissions).
Troubleshooting
Issue: A user can’t perform an action (e.g., override prices).
Solution: Check their assigned role’s permissions in Retail Permissions.Issue: Discount limits aren’t enforced.
Solution: Verify Maximum Discount % values under Price and Discount Detail.
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