While carrying out normal day-to-day transactions at the POS terminal, there may arise a situation where a manager intervention is required to complete the transaction. Deciding on what particular actions require Manager interaction and authority is a business policy decision that the retailer must make. iVendNext offers Manager Override functionality to implement approval controls for POS actions requiring store manager intervention before completion.
Prerequisites
The user must be a POS User.
Role Based Permission Overview
Before we proceed further with some scenarios that require Manager Override, it is important to learn about the Role Based Permissions.
Role-based permission involves assigning permissions to users based on their role within the organization. Permissions are specified for a role and then that role is assigned to a user.
Let us try to understand this with an example. We have created two users - Pepper Pots and Tony Stark and have assigned them the role of a Cashier and Manager respectively.
The image below displays Pepper Pots’s user card which indicates that she has been assigned the role of a Cashier.
The image below displays Tony Stark’s user card which indicates that he has been assigned the role of a Manager.
There are a few roles that come predefined with the application. However, additional roles can be created to suit business requirements.
Retail Permission Overview
In the screenshots above we have seen that Pepper Pots and Tony Stark have been assigned the roles of a Cashier and a Manager respectively. iVendNext has a role-based permission system. It means that you set Retail Permissions on roles and then assign these roles to different individuals. Then these Roles determine the level of access that an individual has on the application. This means that Pepper Pots and Tony Stark will have different levels of access to the application.
To access the Retail Permissions, navigate to: Home > Retail. Then under the Settings section click on the Retail Permissions shortcut. This should take you to the Retail Permissions List View screen.
The screenshot above depicts 3 different roles - Cashier, Manager, and Supervisor. The individuals who are assigned these roles will have different levels of access to the application based on the permissions assigned to these roles.
The Retail Permission settings are spread across the following tabs:
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Transaction Rights
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Price and Discount Detail
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Shift Settings
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Miscellaneous
Transaction Rights
This section contains the retail permissions pertaining to POS transactions. Check or uncheck the box to enable or disable the permission. For example putting a tick against the Sale checkbox would mean that the individual who is assigned the role of a Manager will be able to perform POS transactions.
Price and Discount Detail
This section contains the retail permissions pertaining to Price and Discount. You can specify the Upper and the Lower Limit for Price Override and Discount Applied.
Shift Settings
This section contains the retail permissions related to Shift Settings. Check or uncheck the box to enable or disable the permission. For example putting a tick against the Count checkbox would mean that the individual who is assigned the role of a Manager will be able to perform a Shift Count.
Miscellaneous
This section contains the retail permissions pertaining to Tax, Cash Drawer, Transaction Receipt, X Tape Report, and Credit Limit Override.
Approvals in the iVendNext POS
In the iVendNext POS, when a change goes beyond the limit on the operator's record, the app offers to send a request to a manager. The manager decides it on their own phone. See The Approval Ladder.
Manager Override Log
A Manager Override Log is created for each activity where the Manager Override functionality was used. You can navigate to: Home > Retail.
Then under the Reports section click on the Manager Override Log shortcut. This will take you to the Manager Override Log List View screen.
