Sign in to a POS register

Use this process to take over a register that another employee is signed in to, so that sales are recorded against the right person.

Before you start

• The shift has been started on the register. See Start a shift at POS.
• You have a POS user with a PIN. See Create and set a PIN.

Sign in to a POS register

1. At the POS register, select the keyboard icon on the left of the screen to lock the register.
2. If your name does not appear on the screen, select Add user in the top menu.
3. Select your user name from the list, then select it again.
4. Enter your PIN when prompted.

You are now signed in, and your name appears as the active user in the top menu.

Who is recorded against each sale

Because each employee signs in with their own PIN, the sale is recorded against the person who was signed in. The user who adds the first item to an empty cart is saved on the order in Salesforce as Order Assisted by User, and their name can be printed on the customer receipt as the cashier. Each item also records who added it, and each payment records who took it, so a sale started by one person and paid to another credits each part correctly. On an open order, the assister can be changed at the register. See record who assisted a sale and who took payment at POS.

To keep every sale attributed to the person who actually processed it, lock the register between users rather than letting the next person continue under someone else’s session. You can lock it manually, or configure the register to lock automatically after a period of inactivity or when the device screen locks. See Configure register auto-lock.

:::note There is no setting that signs a user out automatically after each individual transaction. To approximate this, set a short inactivity timeout or have staff lock the register after completing each sale. :::

Sign out of a POS register

1. At the POS register, select the keyboard icon on the left of the screen to lock the register.
2. Confirm that the PIN entry screen is displayed. You need to re-enter your PIN to sign back in.

Unlock the register

When the register is locked, whether manually, through inactivity, or because the device screen locked, the PIN entry screen is displayed.

Select your name from the list and enter your PIN to unlock and continue where you left off. Any in-progress cart is preserved.

For information on configuring automatic locking, see Configure register auto-lock.