POS Permissions
| Permission | Description |
|---|---|
| POS - Access Pending Transactions | Allow group members to access the Pending Transactions area to search for unfinished transactions. If not selected, the Pending Transaction Lookup button is disabled. |
| POS - Access Transaction Lookup | Allow group member to access the Transaction Lookup area to search for transactions. |
| POS - Add Central Gift Card | Allow group members to add a central gift card. |
| POS - Add Prepaid Gift Card | Allow group members to add a new prepaid gift card. |
| Add Stored Gift Card | Allow group members to add a new stored gift card. |
| POS - Advanced Item Lookup | Allow group members to access the Advanced Item Lookup feature. Without this permission, users must scan the item barcode or type the UPC. |
| POS - Allow Breaking Kits | Allow group members to break kit items (to sell individual component items). |
| POS - Allow Customer Change on Finalized Transaction | Allow group members to change the Bill To Customer on a finalized (updated) transaction. Notes:
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| POS - Allow Give Tenders for Returns | If set to Deny, the only tenders that will appear in the drop down will be tenders that have the checkbox for Returns marked in the Tender Requirements. If none of those tenders are your "Default Give Tender" it will require you to select your tender manually. If the permission is set to Override, the tenders that appear in the list will be all of the tenders with the checkbox for Give marked in the Tender Requirements. Selecting one of the Tenders that does not have the Return checkbox marked in Tender Requirements will prompt for Override on The Permission. If the Default Give tender is not one of your Return tenders it will require you to select your tender manually. If The Permission is set to Allow, the tenders that appear in the list will be all of the tenders with the checkbox for Give marked in the Tender Requirements. Your Default Give tender will be the selected default tender. If your default tender has its permission set to OVERRIDE it will require you to select your tender manually. |
| POS - Allow Manual Detax | Allow group members to detax a transaction. If not selected, a detax can only be performed automatically by listing a Detax customer. |
| POS - Allow Negative Central Credit Balance | Allow group members to update a transaction that results in a negative central credit balance for the customer. |
| POS - Allow Negative Order Deposits | Allow group members to update a transaction that results in a negative order balance for the customer. |
| POS - Allow Negative Sales Fee | Allow group members to enter a negative amount for a sales fee. |
| POS - Allow Order Fee | Allow group members to add an order fee to a transaction. |
| POS - Allow Printing Held Documents | Allow group members to print documents that are on hold. |
| Allow Sales Fee | Allow group members to add an sales fee to a transaction. |
| POS - Allow Update Only at POS | Allow group members to update a transaction without printing a physical receipt. If not selected, the Update Only button is disabled and users must select Print Update to update a transaction. |
| POS - Allow Update without Items | Controls the ability of users to update receipts that have no items listed (e.g. a receipt that only includes a fee). This helps improve security and reduce loss prevention by ensuring that only authorized personnel create receipts for fees. The permission is only checked if the document has 1) no items, 2) no order deposit amount paid, and 3) no gift card, gift certificate, or store credit as a GIVE tender (applies to central and regular forms of each tender). |
| POS - Cancel Transaction | Allow group members to have access to the Cancel button on POS transactions. By clicking the Cancel button, users can then either discard the transaction or place it on hold. If a user does not have this permission, the Cancel button is disabled. |
| POS - Change Associate | Allow group members to change the Associate on transactions. |
| POS - Change Cashier | Allow group members to change the Cashier on transactions. |
| POS - Change Central Gift Card Expiration | Allow group members to edit the Expiration Date of a central gift card. |
| POS - Change Item Tax Amount | Allow group members to change the tax amount for an item on a POS transaction. |
| POS - Change Item Tax Code | Allow group members to change the tax code of an item at POS. |
| POS - Change Order Fulfillment Store | Allow group members to fulfill an order at a store different from the store where the order was created. |
| POS - Change Price Level | Allow group members to change the price level used on transactions. |
| POS - Change Store | Allow group members to change the store within the default subsidiary on a POS transaction. |
| POS - Change Subsidiary | Allow group members to change the subsidiary on a transaction. |
| POS - Change Tax Area | Allow group members to change the Tax Area at POS. By default, the Tax Area on a transaction is the area assigned to the store in taxes preferences. |
| POS - Change Tax Rebate Amount | Allow group members to change the tax rebate amount on transactions. |
| POS - Check Central Credit Balance | Allow group members to check a customer's central credit balance. |
| POS - Check Central Gift Card Balance | Allow group members to use the Check Balance button to view a customer's central gift card balance. |
| POS - Change Central Gift Card Expiration | Allow group members to change the expiration date for lot numbers. |
| POS - Change Tax Area | Allow group members to change the Tax Area on a transaction. |
| POS - Change Tax Rebate Amount | Allow group members to modify the amount of a tax rebate. |
| POS - Close Orders | Allow group members to close orders. If not selected, the Close Order button is disabled when viewing order details. |
| POS - Copy Transaction | Allow group members to create a new transaction by copying a former transaction. |
| POS - Create POS Transaction | Allow group members to create a new transaction. |
| POS - Discard Pending/Held Transaction | Allow group members to discard permanently transactions listed in Pending Transactions. |
| POS - Edit Document Date | Users who belong to a group with the permission "POS - Edit Document Date" can edit the transaction date at POS in Transaction Details. A user with the permission set to DENY cannot edit the date. A user with the permission set to OVERRIDE can edit the date with override credentials. This enables retailers to add missed sales or offline sales as needed. |
| POS - Edit Finalized Transaction | Allow group members to edit transactions that have already been updated (also known as former transactions). |
| POS - Edit Former Associate | Allow group members to edit the associate information for transactions already updated. |
| POS - Edit Former Customer | Allow group members to edit the customer information for transactions already updated. |
| POS - Edit Former Details | Allow group members to edit the transaction details for transactions already updated. Note: Separate permissions control editing of the customer and associate. This performs controls a few other remaining editable fields (e.g. Comments). |
| POS - Edit Former Tracking Number | Allow group members to edit the Tracking Number field on a finalized POS transaction. |
| POS - Edit Former Transaction | Allow group members to edit a finalized transaction. If not selected, the Edit button is disabled when viewing finalized transactions. |
| POS - Edit Item Notes | Allow group members to edit the Item Note fields (in Item Details > Notes). |
| POS - Edit Pending | Allow group members to edit pending transactions. |
| POS - Give Doc Discount | Allow group members to apply a document-level discount. |
| POS - Give Item Discount | Allow group members to apply item discounts. |
| POS - Hold and Unhold Transaction | Allow group members to hold and unhold transactions. |
| POS - Issue Tax Rebate | Allow group members to issue a tax rebate at POS. |
| POS - Lookup Zero Priced Items | Allow group members to lookup items that are zero-priced items. |
| POS - Open Cash Drawer (no sale) | Allow group members to open a cash drawer using the Pop Cash Drawer button. |
| POS - Order Item | Allow group members to change an item's type to Order. |
| POS - Print Updated | Allow group members to print a transaction that was already updated. |
| POS - Remove Discount | Allow group members to remove a discount. If not selected, when users view discounts, the Remove Discount button is disabled. |
| POS - Remove line item from POS document | Allow group members to remove a line item from a transaction (using the Remove Item button). |
| POS - Return Item | Allow group members to return an item. |
| POS - Return Item without Receipt | Allow group members to perform an item return without linking the return to the original receipt. |
| POS - Send Sale Add Item | Allow group members to change an item's type to Send Sale |
| POS - Send Sale Close | Allow group members to close send sale orders. |
| POS - Send Sale Fulfillment | Allow group members to fulfill a Send Sale order. |
| POS - Special Order Add Item | Allow group members to add items to special orders. |
| POS - Special Order - Close | Allow group members to close a special order. |
| POS - Special Order - Fulfill | Allow group members to fulfill a special order. |
| POS - Void Item | Allow group members to void an item. Voiding an item leaves the item on the transaction but sets the Doc Qty to zero |
| POS - Void Tenders | Allow group members to void (remove) tenders. If not selected, the Void Tender button is disabled. |