Differences

This shows you the differences between two versions of the page.

--- pos:startmenu [2025/06/27 19:07] – [Change Locations] mrjim
+++ pos:startmenu [2025/09/20 16:53] (current) – [Spend Receive] mrjim
@@ Line 78: / Line 78: @@
 ==== Take a new Order ====
+I will insert instructions here.
 <fs large>**[[pos:searching-pos#Searching Order History|Search Order History]]**</fs> Tap for details.
 ===== Customers =====
@@ Line 175: / Line 178: @@
   * [[oic:storeinfo#address_request|Address Request]] - This is a link to the form to correct and address. Any address anywhere in the world can be made to work in JOES. There are 2 critical data that must be provided, the customer info and where the address is located. There must be a geocoded point for the address entered for that customer only.
-===== Spend/ Receive =====
+===== Spend - Receive =====
 Often needed purchases are made in cash from the cash drawer. Some vendors require cash payment. There are times when currency is added to the Cash Drawer, for refills or when items are sold in cash that are not a customer order. Whenever you make or get a deposit for past orders like Account payments or TOOS deposits they should be entered here. Entering the extra deposits here shows them on the Closeout Report and shows them in the Sales Summar 2025 (Accountant).
@@ Line 232: / Line 235: @@
 ===== Modify Session Roles =====
+A user who signs in with Owner or Manager level access, may wish to leave the computer signed into POS but not have the Manager/Owner options available. Click on Modify Session Roles and then select the level desired.
+Inside level access prevents call-in orders from being paid for. This is a security measure to prevent call-in orders from being paid in cash. If a call-in customer wants to pay for a pickup while that instance of POS has only Inside level access, the order must be taken and then select the order in Current Orders and click the payment option.
 ===== Sign Out =====