Setup - Basic Company Data
Users
After the Initial Setup you will have some users already created. Here you can edit the current data of your users or add new users.
Push the button to add a new user or edit a current one.
Here you can enter the data for the new user:
- Name: The name of the user
- Access type: Select Training if you want to use this user for training purposes. Sales made with this user will be tracked separately.
- User personal data: You can use these fields to enter the address of the user.
- Password: Set here a numeric password if you want this user to always enter it.
- User Card: You can use a magnetic card reader or RFID device to identify the user. Read here the card.
- Image: Select the image that represents your user using the
button.
You can choose a picture from the preloaded catalog of images.
You can also pick a color that will fill all the button. The text will be shown centered.
You can use your own pictures. Use the Android Gallery to search pictures on your device. If you have an installed camera, you can also take a picture to capture an image.
After creating the users you must set the user permissions.
Select the user and you can see the current active permissions (in green) of this user.
To disable a permission push the button (change to red)
Here you have a short description of each permission:
- Final Day Report: Enables the access to Daily Cash Report
- Utilities: Enables the access to the utilities tab inside Setup
- Change Name on receipt: Allows to change the description of an item sold during the sale
- View Cash Balance: When closing the Daily Cash report, the amount of cash declaration is not shown on screen
- Fast Tender: Enables the direct cash tender button on the sales screen
- Comps: Allows the user to sell complimentary items free of charge
- Modify Tender Method: Inside the Receipts Search screen, allows the user to change the tender media of an issued receipt
- Delete Receipt: Enables the cancel receipt button on the sales screen
- Application Setup: Enables the access to the Setup
- Create Cash Movements: Allows the user to create new cash movements (Paid Out, Received on Account)
- Modify Cash Movements: Allows the user to edit any previous cash movement entered
- Reporting: Enables the access to statistics and reports
- Modify Receipt lines: Allows the user to change quantities on items already sold on the receipt
- Amend Receipt: Inside the Receipts Search screen, allows the user to amend or payback any issued receipt
- See previous daily reports: On Daily Cash screen, it shows all previous daily reports or just the current one
- Unlock Receipts: Allows the user to release a locked receipt
- Z Report: Allows the user to access to Z reports
- Access to external applications: Allows the user to access to FACTORYPOS external applications
- Access to Android settings: Allows the user to access ANDROID settings
- Reopen the Business hours Report: Allows the user to continue sales after a Z report is closed manually before the fixed time
- Discounts: Allows the use of discounts inside of the sale
- Change prices: Allows the price change of an item during the sale
- Delete Sales lines: Allows the deletion of an item sold during the sale
- Modify Customers: Allows to edit a customer data
- Modify Users: Allows to add/edit users on Setup
- Open Cash Drawer: Enables the use of the Open Drawer button
- Documents: Enables the stock management