If you have multiple outlets in the DealPOS system, you must make an authorization configuration to regulate which staff/employees can access the outlet, so we are able to avoid some mistakes in selling at unnecessary outlets.
For example, if you have 2 outlets. Of course, you do not want to cashier at outlet A can make transactions at outlet B or vice versa.
For more details, please refer to the steps below.
I. Manage Outlet Access In The User’s Group
Step 1. Open the Users menu select and click the user's group in the Groups tab
Click the 'Edit' button
Step 2. Click the Outlet tab and then click the Submit button
Manage the user's group access based on your preferences, and then click the 'Submit' button.
II. Manage Outlet Access In The User's Account
Step 1. Click the Users menu and select the users account
Click the 'Edit' button
Step 2. Navigate to the Outlets tab
Manage the outlet access based on users, and then click the 'Update' button.
III. Manage Access in the Outlets Menu
Step 1. Navigate to the Outlets menu
Step 2. Open the selected outlet
and then click the 'Edit' button in the right corner
Step 3. Manage the access based on users
And then click the 'Save' button.
IV. Outlet Access Difference
Description Table
Column | Description |
No Access | User does not have any access to outlet |
Peek | User can check inventory at outlet |
Read | User can check inventory + orders at outlet |
Write | User can create new orders at outlet |
1. No Access
In this example below, the user account Eddy has no access to Muara Karang outlet.
As you can see the user can not check product inventory, sales order history, and create a sales transaction.
2. Peek
User Eddy has Peek access to Muara Karang outlet.
User can check product inventory at Muara Karang outlet
3. Read
User Eddy has Read access to Muara Karang outlet.
User can check products inventory and order history at Muara Karang outlet
4. Write
User Eddy has Write access to Muara Karang outlet
User Eddy can check products inventory, sales order history, and create a sales transaction at Muara Karang outlet.
IV. User Access vs User's Group Acces
If you want to set the outlet access based on the user account, please make sure that the access to the user group is set to no access.
As can be seen in the example below, there are 2 user accounts, namely: Eddy and Lili with group: Manager. Then you only want to give access to the Muara Karang outlet to user Eddy.
The Manager group has write access to the Muara Karang outlet.
User account lili does not have access to Muara Karang outlet
But Lili's user account can check inventory, sales transaction history and create sales transactions at Muara Karang outlet.
Related Articles:
In case if you want to add a new outlet, you can see this article : How to Add a New Outlet
If you want to add outlets groups, you can read these article : How to Add Outlet Groups
To enable access for a group to what can they do and cannot do in each different outlet : Setting Roles & Outlet Groups Permission
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).