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Learn how to require a manager PIN approval for certain actions on the POS such as opening the cash drawer or cancelling a check.

Contents


Define what actions require manager approval

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

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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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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 that specific action on the POS they will be prompted to have a manager use their PIN code to approve.

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Open Cash Drawer

How to prompt manager approval

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1. Tap top left menu

2. Tap “Open Cash Drawer”

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Refund with a receipt

How to prompt manager approval

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Navigate to “All Orders”

In the list view that appears, tap the refund icon next to an order you want to refund

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

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Refund without a receipt

How to prompt manager approval

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