Overview of user privileges

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Overview of user privileges

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.

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

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 to print shift report automatically. Is required to have enabled "Automatically print ZReport" in the Print Settings.

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.

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.

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.

Offer discounts

Enables to give discounts on the open order / item of the open order.

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.

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User privileges for Stock application

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.

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