In a company or organization, different positions have different responsibilities. This also applies to the cashier role, where access rights are typically restricted. However, there might be situations when the cashier needs temporary additional access.
If you prevent your cashier from using specific functions while making a sale, and later they need to use one of those functions, you don't have to bother changing their access. Just give them a one-time-use coupon for authorization, and they can use the restricted function easily.
The limitation of features in the sell menu refers to :
Editing Product Prices
Editing Product Discounts
Editing Invoice Numbers
Editing Invoice Dates
Editing Pricebook
This article will explain how to create an authorization coupon and how to use it.
I. Generate Coupon
Step 1. Go to Promotion (Coupon), then Click Add
Step 2. Choose Generate Type
You can generate coupons using two different systems, manually and automatically.
Manual Type
In this manual type, users have to input the coupon code themselves.
Automatic Generated
In this automatically generated type, the system will generate the coupon code; users simply need to input the total number of coupons they want to create and the number of digits for the coupon code.
Step 3. Choose Coupon Type
Choose coupon type "Full Access".
Step 4. Set Coupon Usage Limit, Start Date, & Expired Date
Column | Description |
Usage Limit | Add coupon usage limit (Fill "0" for Unlimited) |
Start Date | Add start date for coupon activation |
Expired date | Add expired date coupon (Blank = No Expiration) |
Description | Add a coupon description (If Needed) |
Notes :
The start date and expiry date are optional, you can set them or leave them blank.
Step 5. Set Coupon Restriction (Optional)
You can restrict the coupon to be used only at specific outlets and with other limitations. These restrictions are optional, so they can be implemented or not, depending on the store's system.
Table Properties
Column | Description |
Outlet | Choose which outlet can apply the promotion coupon |
Customer | Select which customer can apply the promotion coupon |
Step 6. Save Promotion
Step 7. Check New Coupon
II. Apply Authorization Coupon
Prepare a cashier account for login, and make sure that the account has limited access rights during the selling process.
Step 1. Log In With Cashier Account
Step 2. Check Restricted Access
This is the display before applying the authorization coupon. Several fields are disabled and cannot be edited.
Unit Price Editor
Item Discount & Pricebook
Invoice Date & Number
Notes :
If the cashier does not have access to edit the invoice number and invoice date, then the invoice number and date cannot be clicked.
Step 3. Apply Authorization Coupon
Click more actions, then choose the coupon button.
Step 4. Input Coupon Code, then Click Ok
Step 5. Compare Access After Applying Coupon
This is the display after applying the authorization coupon. Several fields are enabled to be edited.
Unit Price Editor
Item Discount & Pricebook
Invoice Number
Invoice Date
Related Articles
To know another promotion coupon type Promotion Coupon Introduction
To enable park order access Enable Delete Park Order
To add bulk promotion coupons Import Promotion Code
