User privileges for cash register operations and Stock application
This describes the default settings when all privileges are enabled. Information can be found below about what kind of access users lose when the relevant function is disabled. Information about how to set privileges for individual users (employees) operating the cash register can be found in this chapter. Two separate groups of privileges can be assigned to users, one for cash register operations and the other for the Stock application. Set user rights are active immediately, no new login or restart of the cash register is required.
In addition to privileges for cash register operations or the Stock application, you can also specify what kind of information the user will see after logging into Dotypos Cloud. However, user privileges in Dotypos Cloud are assigned to dedicated user accounts, with no connection to the employee accounts in the cash register. So even a person that does not work with the cash register can have access to Dotypos Cloud, for instance when a sales overview is needed. The process for creating a user account in Dotypos Cloud and assigning privileges can be found in this chapter.
User privileges for cash register operations
User privileges for Stock application
Show sales (all) |
Disables access to the sales overview. User have no access to the complete sales overview, sold items, employees, customer sales or warehouse operations. |
Show sales (current shift) |
Enables sales overview only for the currently opened shift. Users cannot select their own time periods for displaying the sales overview. They can see the overview only for the current shift/day. |
See cash balance |
Enables to display expected state of finance on the register closure dialog. |
Print ZReports |
Enables automatic printing of the cash register closure. To be functional, Automatically print ZReport must be enabled in the settings of the corresponding print job. |
Show profit |
Enables to display profit on the sales overview and on the shift report. It also prevents the profit from being printed on the sales balance. |
Show tips |
Enables to display tips on the sales overview and on the shift report. It also prevents the tips from being printed on the sales balance. |
Edit/Add products |
Enables access to the Item management. Users cannot create or adjust products and categories. |
Edit/Add Users |
Enables access to the User management |
Show Customer button |
Enables to display button Customer in tile menu for possibility to choose customer manually. |
Edit/Add customers |
Enables create, edit and remove customers accounts. |
Edit customer account expiration date |
Allows you to modify the expiration date of a customer account. |
Cash out |
Enables access to the In/Out cash for possibility to register cash operations. |
Display order history |
Enables access to the History of issued receipts. |
Change payment type |
Enables to change payment method of the receipts in the History. |
Cancel issued documents |
Enables to make cancellations of the receipts in the History. |
Cancel open orders |
Enables to make cancellations of the open orders. |
Change parked order items |
Enables to edit parked items on the parked orders. Enables full edit, including to add or remove pieces, or to delete item from the parked order. |
Change not parked order items |
Enables to edit parked items on the opened orders. Enables full edit, including to add or remove pieces, or to delete item from the order. |
Print control receipt |
Enables to print the review receipt from the open order. |
Enables to give discounts on the open order / item of the open order. |
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Issue a receipt without paying |
Enables to issue the receipt without payment. |
Allow Write-Off |
Enables to use payment method the Write-Offs. Is required to have enabled "Write-Offs" in the Payment Settings |
Open cash drawer |
Enables to display button Open Cash drawer in tile menu. Is required to have enabled Display open button on main screen in the Cash drawer settings. |
Change application settings |
Enables to change advanced options (Application settings) of cash register. |
Stock management |
Enables access to the Stock application. Permission is superior to other Stock permissions. |
Issue order in Mobile Waiter |
Allows you to issue orders Mobile Waiter. |
Open/close cash register |
Allows you to open or close the cash register, i.e. end the shift. |
Edit initial cash register balance |
Allows entering (editing) the initial cash register status when opening the cash register. |
Allows changing the price of items in open (parked) orders. Without this permission, it will not be possible to edit the price in this dialog. |
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Access to stock |
Enables access to the Stock application. |
Store items to stock |
Enables to make stock-up. |
Correct the stock quantity |
Enables to make stock-up corrections |
Enter item price |
Enables to modify purchase price when stock-up. |
View on stock amount |
Enables to display current stock status. |
View inventory |
Enables to display inventory report. |
Create inventory |
Enables to create new inventory. |
View on stock amount during inventory |
Enables to display amount of current stock status during the inventory. |
Edit warehouses |
Enables to display the Warehouse management and to rename warehouses. |
View stock reports |
Enables to display the reports. |
Stock reports export |
Enables to export reports and send them by email. |
View suppliers detail |
Enables to display the Supplier management. |
Create/Edit suppliers |
Enables to create new and edit existing suppliers. |
Process delivery notes |
Allows the processing of electronic delivery notes and remittances. |
