Cloud POS features a quick switch feature, so that the cashiers do not need to fully log out of the Point of Sale to switch to another cashier.
Setting a pin number for the cashier
1) In the Cloud POS Back Office, select Cashiers & Users in the Setup section of the menu:
2) Click to Edit the relevant cashier and enter their chosen pin number into the PIN field.
3) Click Update to Save.
4) You should also take note of their cashier number, shown here:
Please note the cashier number is not editable.
Switching Cashier in the Point of Sale
That cashier will now be able to use the Switch Cashier option in the Point of Sale. This is under the Log Out menu:
This will prompt the cashier to log in using their cashier number and pin (or their full username and password can also be used):
It is also possible to use the Switch Cashier function on completion of a transaction when you reach the Transaction Summary screen, as shown here:
Switch Cashier - Keyboard Shortcut
There is also a keyboard shortcut to Switch cashier.
On Windows: CTRL+ ALT + Y
On Mac: CTRL + SHIFT + Y
Forcing Switch Cashier after every transaction
If you wish to enforce this functionality, so that a cashier must log in after every transaction is completed, you can do this in the Cloud POS Back Office.
1) From the main menu, navigate to Setup > Configuration.
2) Under the section Cashier Settings, tick the box marked Force A Cashier to Quick (PIN) Login After Each Transaction.
3) Click Save once you have made this selection.
Changing the setting for each register
This is a global setting, so it will be applied to every register at every store within your Cloud POS group.
To stop specific registers from forcing people to Switch Cashier (for example, registers you may use to process internet orders), navigate to ‘Setup’ > ‘Registers & Barcode Label Printers’.
Locate the register you wish to exclude and click ‘Edit’. Under the Settings section, tick the box marked ‘Suppress Auto Logout’ and then click ‘Save’.
Cashiers using that register will remain logged in when a transaction is completed.
