Manager Approvals
Some actions need a manager's OK. When a cashier who lacks approve permission tries one, the app raises an approval request. A manager approves it in place by entering their PIN. The cashier stays signed in the whole time.
What needs approval
Approvals are wired for:
- Voiding order items.
- Authorizing a refund.
- Placing purchase orders and large stock adjustments -- when the Inventory add-on is active.
A register discount that a cashier applies without approve permission also raises a request, so a manager clears it the same way -- by PIN, in place.
Which actions need approval, and the thresholds that trigger them, are configurable per store.
Approve an action
When an approval is requested, a manager enters their PIN to clear it. Pending requests also appear in a Pending Approvals queue, so a manager can clear them from anywhere -- not only on the device that raised them.
Cashier starts the action
The cashier selects Void, picks the items to void, and chooses a reason.
The app requests approval
Because the cashier lacks approve permission, the app raises an approval request instead of completing the void.
A manager enters their PIN
A manager enters their PIN, in place on the same screen or from the Pending Approvals queue.
The action is recorded
The void is carried out and recorded, and the cashier continues working.
Important rules
- Approvals expire after a couple of minutes if no one acts on them. The cashier can start the request again if it lapses.
- Separation of duties. Some actions, such as refunds and purchase order placement, require the approver to be a different person than the requester. A cashier cannot approve their own request in those cases.
The till never switches
The point of in-place approval is that the active operator stays signed in. The manager only enters their PIN to authorize the one action, then control returns to the cashier.