Add a POS user

Use this process to give an employee access to the POS. Each employee signs in with their own Outlet User record at the start of a shift, which is what attributes each sale to the person who made it.

Before you start

• The outlet exists. See Set up an outlet.
• The employee has a Salesforce user record to link the Outlet User to.

Add an outlet user

1. Open the relevant Outlet record in Salesforce.

   

2. In the Outlet Users related list, select New. The New Outlet User screen opens.

   

3. Select the Outlet, or leave the pre-selected one.
4. In the User field, begin typing the name of the employee. A list of existing users opens.
5. Select the employee you want to make an Outlet User.

6. Select an Outlet User Type. If there are none to select, create one:

   1. In the list, select + Outlet User Type. A new dialog opens.

      

   2. Enter a Name that describes the user type, such as Sales assistant.
   3. Enter the Maximum Discount Percentage this user is authorized to apply at POS, from 0 to 100.
   4. Select Save.
7. Select the Active option.
8. Select Save, or Save and New to create another user.

The employee appears in the Outlet Users related list on the outlet. They cannot sign in to a register until you set a PIN for them.