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This can be done in the POS Settings section of the SpotOn Merchant dashboard.

How to prompt manager approval

Action

Display

Navigate to the Employee POS Permissions Page

  1. In the left nav click “Settings”

  2. Then click “Account Settings”

  3. Then click “Employee POS Permissions”

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  1. Select the button in the top-left corner of the screen to expand the navigation menu

  2. Select Settings

  3. Select Account Settings

  4. Select Employee POS Permissions

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On the Employee POS Permissions page, select what features you want to require manager approval.

When the feature is toggled ON, then when an employee attempts to perform on (blue), that specific action on the POS they will be prompted to have will prompt for a manager use to enter their PIN code to approvefor approval.

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Open Cash Drawer

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Refund with a receipt

Action

Display

1.

Tap

Select the button in the top-left corner of the screen to expand the navigation menu

2.

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Refund with a receipt

How to prompt manager approval

Display

Navigate to “All Orders”Select All orders

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  1. In the list view that appears,

tap
  1. select the refund icon next to an order you want to refund

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4. On the order detail page that appears, tapping “refund” will prompt the manager PIN code

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you may select Refund for individual items, or Refund All to refund the entire transaction

5. A prompt for appear for manager approval. Enter a manager PIN to authorize and process the refund

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Refund without a receipt

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How to prompt manager approval

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Display

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Action

Display

1. Select the button in the top-left corner of the screen to expand the navigation menu

2. Select Refund

3. the order you would like to refund

2. Select the button in the top-left corner of the screen to expand the navigation menu

3. Select Refund

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Referencing employees and managers

Follow the below instructions for reference on each user’s permission level.

Action

1. Navigate to the SpotOn Dashboard website and log in with your credentials

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2. On the left-hand navigation bar, select Employees

3. Select My Employees from the dropdown menu

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This page will have your employees listed. An employee is logged into the POS by using a PIN.

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