Password Setup | POS App

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SHOPLINE's "Password Setup" feature supports setting passwords for multiple functions. In addition to switching stores or editing invoice numbers in the POS app, it is also necessary to enter a password to add products, customize discounts, return/cancel orders, view daily revenue, and view register shifts, effectively improving the security of the store and account. 

 

1. Perform actions that require a password on the POS app 

Please first confirm that you have completed password-related settings in the Admin. Please refer to this article for details.

 

A. Switch Stores

If you have set up a password in the Admin for "Switch Store," tap on the store you want to switch to on the POS app.

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A password is required for switching the store.

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B. Editing invoice

If you have set up a password in the Admin for "Edit the next e-invoice No." Tap the Open e-Invoice account and number setting.

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A password is required for editing the invoice number.

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C. Add Product

If you have set up a password in the Admin for "Add Product," when adding a new product on the POS app, enter the product details, and tap Save.

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A password is required for adding a product. 

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D. Custom Discount

If you have set up a password in the Admin for "Custom Discount," perform the following actions on the POS app:  

1. Custom product price

Enter the custom product price and tap Done

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2. Add individual product discount (%price/ Cash)

Add a % price or cash discount to the product, then tap Done

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3. Add order discount (% price/ Cash) 

Add a % price or cash discount to the order, then tap Done

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A password is required for adding a custom discount. 

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*Note: Please refer to this article for how apply discounts on the POS app.

 

E. Return/Cancel Order

If you have set up a password in the Admin for "Return/Cancel Order", perform the following actions on the POS app:  

1. Set the product as a "Return" item.

Swipe the product to the left and tap Return.

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2. Cancel Order

In the Orders tab, tap on the order, then select Cancel Order from the drop-down menu at the top right. Select the operator staff, then tap OK.

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3. Return

In the Orders tab, tap on the order, then select Return from the drop-down menu at the top right. Select the operator staff and the product to be returned, then tap Refund $xxx

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4. Cancel Return Order

In the Orders tab, tap on the order, then select Cancel Return Order from the drop-down menu at the top right. Select the operator staff, then tap OK

 

Then enter the password for returning/ canceling the order. 

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F. View Daily Revenue

If you have set up a password in the Admin for "View Daily Revenue", select any days on the POS app to view daily revenue.

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You will need to enter the password to view the daily revenue. The payment method and corresponding amount will also be shown. 

*Note: Once you enter the password, you will also be able to view the revenue of other days until you leave the Order tab (including switching stores). You are required to enter the password again next time when you want to view the daily revenue.

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G. View Register Shift 

If you have set up a password in the Admin for "View Register Shift," proceed to the POS app to view register shifts. 

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Enter the password for viewing the register shift record.

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Special scenario remark

Once you have entered the correct password to enter the Register Shift tab, if you want to view the register shift of another store (e.g., Store A), Store A also has set a password for "Switch Store" and "View Register Shift." You have to enter Store A's password for switching stores, followed by that for viewing the register shift to view the register shift record of Store A. 

 

 

Read more

Password Settings | POS Admin 

 

 

 

 

 

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