What You Will Learn
How to enable manager PIN requirements for manual transaction approvals.
How the POS will prompt for a manager PIN for these approvals.
How to check which manager approved a manual transaction in the Employee Activity Log.
Important Notes
This feature requires your StoreHub POS app to be updated to v1.96.0 or above.
This setting applies to manual approvals for integrated payment options like QR Ph in the Philippines, DuitNow and GHL Terminals in Malaysia, PromptPay in Thailand, and any integrated payment options for other countries.
If a manager is logged into the POS, they can approve manual transactions without needing to enter their PIN again.
Setting Up Manager PIN for Manual Approvals
1. In your 'BackOffice', go to 'Settings'.
2. Click 'Stores', then click on the store name. Go to the 'Cashier Access Control' tab.
3. Find the setting called 'Manually Approve Transaction'.
4. Change the setting to 'Require Manager Access'.
5. Click 'Save' at the bottom of the page.
Note:
Remember to Sync your 'POS Register' to apply the new settings from the BackOffice.
How Manual Approval Works on Your POS
1. When a cashier attempts to manually approve a transaction on the 'POS Register':
a. The system will prompt them to 'Enter Manager PIN'.
b. If a non-manager PIN is entered, a message will appear: 'Employee does not have manager access'.
c. If an incorrect PIN is entered, the system will display an error message.
2. After a correct manager PIN is entered, the POS will then ask the cashier to enter a 'Payment Reference Number'.
3. Enter a note (optional but recommended for record-keeping) and tap 'Confirm' to complete the transaction approval.
Checking Manager Approvals in Employee Activity Log
1. In your 'BackOffice', go to Offline Transactions.
2. Click on the transaction you just completed.
3. In the 'Transaction' log, you will see details for manually approved transactions.
4. The 'Activity Log' will now show not only the 'Cashier' who performed the transaction but also the 'Manager' whose PIN was used to authorize the approval.
5. You can also check this under Employees' Activity Log. Under Employees, go to Activity Log.
It will be under the description column of each transaction.
Frequently Asked Questions (FAQ)
1. What happens if I choose 'Any Cashier' instead of 'Require Manager Access'?
If the 'Manually Approve Transaction' setting is set to 'Any Cashier', any cashier can manually approve transactions without needing a manager PIN.
2. Can managers approve manual transactions without a PIN?
Yes, if a manager is already logged into the POS, they can approve manual transactions without needing to re-enter their PIN.
3. Why do I need to upgrade my POS app to v1.96.0 or above?
This feature introduces new functionality and security measures that are only supported by the latest version of the StoreHub POS app. Upgrading ensures the feature works correctly.