Get approval at the counter without losing the sale
Some changes need a second person. You decide how far each role can go, and by default the person who asks cannot approve their own request.
4 things it does
Get a manager's approval at the counter without losing the sale
In every edition
Can a manager approve a limit at the till without losing the sale? A prompt opens over the cart, and the approver chooses their name and types their password. The cart is untouched while the approval is asked for, and a refusal changes nothing.
Without it
A cashier needs a manager's OK for a big refund or discount, but the manager is at the back. Stopping the sale to go and find them keeps the customer waiting.
With it
A window opens over the sale, the cart stays as it was, and the manager types their own password to approve. If the password is wrong, the window stays open so they can try again.
The window first shows what is being approved, with its amounts, who asked and which kinds of people can approve it. Next, the manager picks their name from the people who are able to approve it, and types their own password. A PIN does not approve anything. A wrong password asks again in the same window, and a refusal leaves the sale as it was.
Other ways people ask this
manager approval for discounts at the till
approve a refund at the counter with a password
software that asks a manager before a big discount
By default, the person who asks cannot approve their own refund or void
In every edition
Can the cashier who asked for a refund approve it themselves? Not by default. For refunds, voids, cash-out, stock adjustments and credit-limit overrides, the person who asked for it cannot approve it themselves.
Without it
A refund, a void or a cash-out can be approved by the very person who asked for it. Nobody else at the shop has to look at it first.
With it
The person who asks for a refund, void, cash-out, stock adjustment or credit-limit override cannot approve it. A second person has to say yes.
This stops a supervisor approving their own refund.
Other ways people ask this
can a cashier approve their own refund
software that stops self approval of refunds
a second person must approve a void in shop software
Decide how far each staff role can change stock without a second person
In every edition
Can I limit how much stock each staff role can change without approval? The shop can set a limit for each role on stock adjustments, voids and stock counts. Loss or theft always needs a second person to approve it.
Without it
A big change to stock, a void or a count can go through with nobody else checking it first. Later, the shelf is short and it is hard to see what was decided.
With it
The shop can set a limit for each role on stock changes, voids and counts. Above that limit, a second person approves before the stock moves. Loss or theft always needs that second person.
A person can make changes up to their role's limit on their own. Anything above the limit waits until a second person approves it on the same screen.
Other ways people ask this
limit how much stock each staff role can change
software that asks for approval on big stock changes
stop a storekeeper changing stock without approval
Set how much each role is allowed to approve, role by role
Basic and Professional
Can I limit how much a role is allowed to approve? Each role can have a number limit on what its people may approve. A role that is still held by people cannot be archived.
Without it
Some decisions need a second person to say yes. Without a set limit, the owner cannot say how far each role may go on its own.
With it
Each role has a number limit on what its people may approve. The limit is set on the role's own page, and a role that people still hold cannot be archived.
Open a role and go to the Approval limits tab. Each role has one box for its limit, which is a number. The person who approves must hold the right to approve and must be within that number, and nobody can approve their own request. Limits for supplier payments, cash out and expenses are not on this page yet.
Other ways people ask this
how to limit what a cashier can approve
software that sets approval limits for each role
stop a cashier approving things above a set amount