Opening at dawn
The manager opens the shift on the device with a float in francs and euros. The first lift is in twenty minutes.
Staff, permissions & shifts
Close the drawer in francs and euros, and know who did what.
A resort shop takes cash in two currencies and has seasonal staff. Permissions come from Magento admin roles, so a temporary cashier cannot override a price or issue a refund without a manager's PIN. At close, the shift is counted currency by currency, reconciled against transactions, and the cash-up report prints with the VAT breakdown.
- Anna opened the shift
- Asked for a refund, manager approved by PINJacket ×1 · 180.00 CHF
- Anna closed the shiftReconciled · report printed
Why it matters
What changes for the business.
Seasonal staff, safely
A new cashier can sell on day one and cannot discount, refund or remove tax without a manager's PIN. Nothing to configure twice.
The drawer balances
Cash is counted per currency, reconciled against transactions, and the report shows the difference before anyone goes home.
Every action has a name
Discounts, overrides, refunds and adjustments are attributed to the user who did them, so a question in March about a refund in January has an answer.
Managed where staff already are
Permissions are Magento admin roles. Hire someone, give them the role, and the till follows.
How it works
Step by step, from the first switch-on.
- 1
Roles in Magento, permissions on the till
Every till action, from price changes and discounts to refund targets, inventory and settings, is a Magento admin role permission.
- 2
PINs where it matters
PIN login and screen lock, and PINs required for credit notes, adjustments, quick exchanges and removing tax, with per-role exemptions for managers.
- 3
Open the shift
Shifts run per user or per device, and can be required before checkout. The opening float is counted in each currency the store takes.
- 4
Close, count, reconcile, print
At close, cash is counted per currency, adjustments recorded, totals reconciled by payment type, and the report prints. The shift is stored in Magento with device, user and notes.
Ways merchants use it
One shop, one season.
Multi-store chains, seasonal and event staffing, border and resort retail, and any owner who wants to know exactly who discounted what.
The new hire
A seasonal cashier gets the Cashier role in Magento and a PIN. She can sell from her first hour; a refund still needs the manager.
Closing
Cash counted twice, once per currency, reconciled against the day's transactions. The cash-up report prints with the VAT breakdown and the shift is filed in Magento.
What you need
Before you switch it on.
- Magento admin roles for each kind of staff, with POS permissions assigned per role
- PIN requirements configured in the POS admin for the actions you want guarded
- Shifts set to per user or per device, and optionally required for checkout
- The currencies the store takes in cash, and a report template customised in the POS admin if you need one
Also in Point of Sale
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Questions
What merchants ask before they turn it on.
Do I manage staff in two places?
No. POS permissions are Magento admin roles. Add a role, assign the permissions, and the till follows.
Can a shift span several tills?
Shifts run per user or per device, your choice. Per user follows a cashier across devices; per device closes a till.
Where do shift reports go?
They print from the till, and the shift itself is stored in Magento with device, user, notes and sales totals. The report template is customised in the POS Admin portal.
Can a manager approve one action without logging in?
Yes. A manager's PIN approves the guarded action on the cashier's session, and the approval is recorded.
What can be PIN-protected?
Login and screen lock, credit notes, adjustments, quick exchanges, removing tax, and more, with roles exempted where you choose.
See it on your own catalogue.
A demo takes half an hour and uses your products, your stores and your permissions, not ours.