POS Attendants
POS Attendants
Everything about POS Attendants in one place: what they are, where to find them, and how to add a new attendant and send them to the till.
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About
POS Attendants are anyone who needs credentials to log in to a POS for sales or other tasks.
Where to find them
POS Attendants are in the POS Attendants module. Go to POS Attendants > POS Attendants to see everyone who has a login.
What you set up for each attendant
Login number
The number the attendant uses to access the POS. Numbers only, up to 10 digits.
Name and POS Name
The attendant's name, and a POS Name that shows on the POS and receipts instead of their full name.
Type
Chosen from a drop-down menu.
Password
Optional. Numbers only.
Ready to start?
Go to the Add tab.
Add
Create a login for someone who needs to use a POS, then send them to the till with a Full Update.
Steps
1
Open POS Attendants and select the plus symbol
Go to POS Attendants > POS Attendants, then select the + symbol beside the Search bar on the right side of the screen.
2
Enter a Login number
Enter a Login# for the attendant to use to access the POS. This field can be numeric only, up to a maximum of 10 digits.
3
Enter the attendant's name
Enter the attendant's First Name and Last Name.
4
Enter a POS Name
Enter a POS Name to display on the POS and receipts, so the attendant's full name isn't shown.
5
Turn on Is Active
Tick the Is Active checkbox.
6
Enter a password
Enter a Password. This field can be numeric only.
Password is optional
Check what other POS Attendants in your system have set up, so you stay in line with your general policy.
7
Choose the Type
Select the Type from the drop-down menu.
8
Add contact details (optional)
The Details tab has optional fields for the attendant's contact information:
The attendant's physical address.
The attendant's email address.
The attendant's phone number.
The attendant's mobile number.
9
Save the attendant
Select SAVE.
10
Send the attendant to the till
For the new attendant to be sent to the till, you need to do a Full Update. Select the Update arrow at the top of the screen, then choose FULL UPDATE from the drop-down menu.
The new POS Attendant is sent to the till.