POS security and manager approvals

Overview

• POS Security is configured per store and controls when a sensitive POS action requires manager PIN approval.
• Supported policies include refunds, voiding orders, cash movements, till close/reopen, manual price overrides, opening the cash drawer, committed-item voids, and discounts.
• Discount approval can be set to Never, Always, above a percentage threshold, or above an amount threshold.
• An optional idle-lock policy can require a PIN after the POS has been idle for a configured number of minutes.

When to use this

• Configure POS Security before giving Cashiers access to a live store.
• Review the policy when staff responsibilities change or when you want tighter control over refunds, discounts, cash, or till operations.

Step-by-step

1. Select the store whose POS policy you want to change.
2. Open Settings → POS Security.
3. Enable PIN approval for the sensitive actions your business wants managers to authorise.
4. Choose the discount approval mode and set the percentage or NZD amount threshold when using threshold-based approval.
5. Enable PIN after idle lock if shared POS devices should lock after inactivity, then choose the idle duration.
6. Save the settings and verify the behaviour on the POS before relying on it during service.

Common mistakes

• Do not assume POS Security is business-wide; review it for each store.
• Do not set an extremely low discount threshold unless managers are prepared to approve frequent small discounts.
• Do not share manager PINs broadly, because that defeats approval attribution and access control.

Troubleshooting

• If the settings are visible but cannot be edited, check that your role is Owner, Business Manager, or Store Manager.
• If a POS action does not request approval as expected, re-check the specific toggle and discount approval mode for that store.
• If staff cannot complete an approved action, verify that the approving staff member has a valid manager-level PIN and access to the store.