Sign in to a POS register

When an employee starts a shift, here’s how they sign in.

Sign in to a POS register

This procedure assumes the shift has started on the register and a user is already signed in.

1. Lock the register by selecting the keyboard icon in left of screen.
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 and then select it again.
4. Enter your PIN when prompted. You are now signed in.

Who is recorded against each sale

Because each employee signs in with their own PIN, the user who is signed in when a sale is completed is recorded against that order. The signed-in user 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.

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. Lock the register by selecting the keyboard icon in left of screen.
2. You will need to re-enter your PIN to sign back in.

Unlock the register

When the register is locked — whether manually, due to 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.