Transcript
Signing in with a PIN, locking the register, switching cashier, and a manager approving with their PIN.
0:00 Introduction
On the register, nobody types an email and a password. Everyone has a short PIN. In this episode we sign in with a PIN, lock the register, switch to another cashier, and see how a manager approves something with just their PIN.
0:16 Signing in with a PIN
This is the PIN screen. Every member of staff has their own PIN, and it is set in the back office, on the staff page.
Casey, the cashier, taps their PIN on the pad. The register knows who is signing in from the PIN alone.
The register asks for the opening float. We covered that in an earlier episode, so we just open it.
At the top right is the name of whoever is signed in. Right now it is Casey.
0:45 Locking the register
When you step away, lock the register, so that nobody can sell under your name. Tap the padlock at the top right.
The sale screen is hidden. The register shows who was last signed in, and asks for a PIN.
The register also locks itself after it has been idle for a while, in case you forget.
Let's try a wrong PIN.
The register says, Incorrect PIN, and stays locked. Casey now taps the right PIN to unlock it.
1:19 Switching cashier
At the end of a shift, or when a colleague takes over, you do not need to sign out. Tap the name at the top, which says Lock or switch user.
The register locks. Now the next person taps their own PIN. This is Morgan, a manager.
The name at the top has changed to Morgan. From now on, what happens at this register is recorded under Morgan's name. The register is the same, and so is the drawer.
Casey comes back, locks the register from the same button, and signs in again with the cashier PIN.
1:54 Approvals with a manager PIN
Some things a cashier cannot do alone. Let's sell two hoodies, and give the customer ten percent off the whole sale.
Tap the three dots menu next to Pay, and choose Discount sale.
The register asks for a manager approval. Casey stays signed in. The manager does not take over the register. They just tap their own PIN on the pad.
The approval is accepted. Casey chooses ten percent, and the discount goes on the sale.
The sale is still Casey's, but the audit journal records that Morgan approved the discount. The back office shows both names, in the approver column.
We will not finish this sale. Clear it from the three dots menu.
2:39 Good habits
A PIN is only for the register. It cannot open the back office, the reports or the settings. For those, a person needs their email and password, and for some roles, a code.
Keep your PIN to yourself, and never use someone else's. Everything you do is written down under the PIN that was used. And lock the register, whenever you walk away.
That is PINs and locking. In the next episode, we look at signing in to the back office with Lighthouse, and adding a passkey.