Needs: till controls and approvals
27 needs under 6 topics. All areas.
Topics: Manager approvals · Limits on a sale · Payment · Questions and details during the sale · The till screen and terminals · Cash, voids and returns
Popular in this area
- An answer for the cashier during the sale: a message, or a seal number, a reference or a warranty card number added to the sale — Ready, with limits (3)
- A manager must approve a sale over a set amount — Ready, with limits (2)
- No more than 50 of one item on a line — Ready, with limits (1)
- No store credit for a walk-in customer, no on-account for a cash customer, and methods that may not be combined — Ready, with limits (2)
- Show our own fields on the till, call them by our words, hide the ones we never use — Ready, with limits (1)
Manager approvals
| The customer asks | Verdict | Door |
|---|---|---|
| A discount above a set limit needs a manager's approval | Ready, with limits (2) | Check before payment |
| A manager must approve a sale over a set amount | Ready, with limits (2) | Check before payment |
| No more than so many manager discount approvals per store per day | Ready, with limits (3) | Check before payment |
| Selling below the minimum price needs a manager's approval | Ready, with limits (2) | Check before payment |
Limits on a sale
| The customer asks | Verdict | Door |
|---|---|---|
| No line at a placeholder price such as 0.01 | Ready, with limits (1) | Check before payment |
| No more than 50 of one item on a line | Ready, with limits (1) | Check before payment |
| No more than a set number of lines on one sale | Ready, with limits (1) | Check before payment |
Payment
| The customer asks | Verdict | Door |
|---|---|---|
| A coupon only a new customer may use, or only customers of one group | Ready, with limits (6) | Check before payment |
| A coupon or a loyalty points balance pays no more than part of the sale | Ready, with limits (1) | Check before payment |
| Insurance co-payment: the insurer pays part of a prescription and the customer the rest | Not yet | Request |
| No store credit for a walk-in customer, no on-account for a cash customer, and methods that may not be combined | Ready, with limits (2) | Check before payment |
| A partner's voucher or PIN made when the sale is paid and printed on the receipt | Not yet | Request |
Questions and details during the sale
| The customer asks | Verdict | Door |
|---|---|---|
| An answer for the cashier during the sale: a message, or a seal number, a reference or a warranty card number added to the sale | Ready, with limits (3) | Till key |
| A beep and a yes-or-no question when the cashier scans an item we flagged | Ready, with limits (2) | Capture on an event |
| Check a product's warranty at the till | Ready, with limits (3) | Till key |
| The next sale starts with the sales person of the last completed sale, splits included | Not yet | Request |
| One more detail on a line, for goods with no serial number | Ready, with limits (2) | Configure |
| A prescription number is required before a prescription item is paid for | Ready, with limits (1) | Check before payment |
| A question when the quantity of a line changes, before Pay | Not yet | Request |
| A warning when an item is scanned (another batch has less shelf life), with the cashier tapping to carry on | Ready, with limits (5) | Capture on an event |
The till screen and terminals
| The customer asks | Verdict | Door |
|---|---|---|
| Change the order of the till's steps, or what every cashier sees | Not yet | Request |
| A delivery partner's screen, or any screen of ours, opened from a key on the till | Ready, with limits (1) | Partner page |
| A rule that depends on which terminal the sale is on, beyond its POS profile | Not yet | Request |
| Show or relabel the discount price or the total including tax on the till | Not yet | Request |
| Show our own fields on the till, call them by our words, hide the ones we never use | Ready, with limits (1) | Field rules |
Cash, voids and returns
| The customer asks | Verdict | Door |
|---|---|---|
| Cashiers count the drawer without seeing what the till expects | Ready | Configure |
| A coded reason when a cashier voids, returns or discounts | Ready, with limits (3) | Configure |