Manager approvals and overrides

When a cashier hits an action that needs a manager — a large discount, a void, a refund — Pedestal can require an approval. Managers clear these from the Approvals inbox in the Manager app, or in person by entering their PIN on the register. Which actions require approval, and the minimum role that can approve, come from Manager Overrides in the back office.

Before you start

  • Configure which actions require approval under Business → Manager Overrides.
  • The manager is signed in to the Manager app with a location session.

Steps

  1. Open ApprovalsThe Approvals tile shows discount and override requests from POS stations.
  2. Review a requestSee the station, the action, and the amount before deciding.
  3. Approve or declineApproving clears the cashier to proceed; declining stops the action.
  4. Or approve in personA manager can also enter their PIN on the register to approve on the spot.

Common mistakes

  • Approving requests without reading the amount or reason.
  • Setting every action to require approval, which slows the floor — tune thresholds in Manager Overrides.

Troubleshooting

The Approvals tile is missing.

The signed-in manager's role must be allowed to approve discounts, voids, or refunds; check Manager Overrides and the role.

Approvals says a location session is required.

Sign in again and select the store/location so approvals are scoped correctly.

When to contact support

  • Approvals don't reach the manager while stations are online.

Reach us any time from the Contact Support form.

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