Back Office Security Controls in Restaurant Solution
Description
How to configure security controls for employees to limit open checks and refund amount
What's in this article?
Security options can help you limit lost revenue by providing additional restrictions on higher risk Point of Sale application functionality. You can choose to limit the number of checks an employee can have open at one time and limit the maximum refund amount an employee can process during a shift or for a ticket, or both. A supervisor can override these restrictions if needed.
NOTE:
You can configure these settings for all stores in the Company view or for a specific store.
- To limit open checks
- In Back Office , select the Employees tab.
- Select the Security Controls subtab.
- Select the Limit Open Checks checkbox.
- Enter the Maximum Number of Open Checks allowed. If an employee attempts to open a check that exceeds the maximum allowed, an error message will display on the Point of Sale app.
- Click Save. If the maximum open check amount is exceeded on the Point of Sale app, the Open Checks Limit Reached message appears and a manager approval screen will display.
To override the limit, enter a manager PIN and tap Override.
- To configure a maximum refund amount
- In Back Office , select the Employees tab.
- Select the Security Controls subtab.
- Select the Limit Max Refund Amount checkbox.
- Select a refund limit option:
- Max Ticket Amount: Enter the maximum ticket amount.
- Max Shift Amount: Enter the total refunds for a shift.
- Both (Ticket/Shift): Enter the maximum ticket amount and maximum refund amount for the shift.
IMPORTANT! If the refund value is set to $0.00, employees will be able to perform unlimited refunds.
- Click Save. If the maximum refund amount configured is exceeded on the Point of Sale app, supervisor approval is needed to perform the refund.
To override the limit, enter a manager PIN and tap Override.