User Rights for POS Operations

Modified on: Tue, 18 Apr, 2023 at 2:50 PM

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Operations
User rights

Operations not requiring additional rights

New order
Order note
Kitchen instructions
Addition of customer number to the bill
Bill splitting
Transfer of articles to a Company bill 
(a POS bill)
Bill closure
(without a transfer to PMS+)
Undo transfer feature
(for bills transferred to PMS+)
Bill's table change
Access to table bookings
(all operations with them)
Kitchen monitor access
(all its features)
'Closed bills' Report
It's sufficient to only have access to the account

Custom charge posting

Without a preset template
  • Folios – Charges – Custom Charge Posting

Custom modifier addition

Without a preset template 
  • POS- Charges – Custom Modifier Posting

Invoice issue

  • PMS - Personal Data: Access - for a natural person invoice
  • Folios- Company: View and Edit - for a company invoice

Invoice's billing info data correction

  • Folio: Edit Billing Info in closed folios

Transfer to a PMS+ account

  • Folios- Cross Account Transfer

Bill's owner change

  • POS- Work with Other Users' Bills

Open bill item voiding

  • POS- Charges: Void items (charges) before closure

Open bill voiding

  • POS - Charges: Void items (charges) before closure

Closed bill voiding

From the current date
  • POS- Payments: Void payment before closure
  • POS- Charges: Void items (charges) before closure

From an archived/closed date

  • POS- Payments: Void payment after closure
  • POS- Charges: Void items (charges) after closure

Payment voiding

From the current date

  • POS- Payments: Void payment before closure

From an archived/closed date

  • POS- Payments: Void payment after closure

Addition of a payment to a closed bill

From the current date

Doesn't require an additional right

From an archived/closed date

  • POS– Payments: Create payment after closure

Credit card refund

When working with a payment provider
Folios - Credit card refund

Addition of percentage discount/surcharge

  • POS- Discount and Surcharge

Complimentary items

Setting a zero price
  • POS- Make Complimentary

Operating with other users' bills

  • POS- Work with Other Users' Bills

Manual call of the Open cash drawer feature

In case of cash drawer to the printer
  • POS- Open cash drawer

Cashier Closure

Self:

  • Folios- Cashier Closure: Close self

Other user's:

  • Folios- Cashier Closure: Close anybody

Day closure

  • Folios- Cashier Closure: Close anybody

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