POS how-to
Manager training
Approve overrides, oversee devices, recover orders, run reports, close the day, and resolve settlement exceptions.
Audience
Shift leads and store managers.
Before you start
- You have a manager role with void/refund permissions.
- You know the support contact process and what details to collect.
- You can access Devices & Hardware, reports, and the end-of-day flow.
How to
Modules and lessons
Module 1
Authorizations
Approve overrides, reverse money, and manage staff access.
Lesson 1.1
Overrides
Approve permission-gated actions such as price changes and manager discounts with your own login, not a shared PIN, so the override is attributed to you.
Lesson 1.2
Voids and refunds
Approve voids and refunds with the reason your policy requires. Confirm the original tender before issuing a refund so money returns to the right place.
Lesson 1.3
Employee access
Confirm staff can sign in and reset PINs only for the correct employee. Keep cashier, server, and manager permissions separate.
Module 2
Operations
Keep devices healthy and recover interrupted work.
Lesson 2.1
Device status
Check printer, terminal, and display status when a station reports a problem, and re-test after each fix from Devices & Hardware.
Lesson 2.2
Order recovery
Recover an interrupted ticket after a crash or reconnect. Verify items and payments match the guest before closing it out.
Lesson 2.3
Station backup status
Confirm each station is syncing and its work is backed up to the cloud. Investigate any station showing a stale sync before the next shift.
Module 3
Close and reconcile
Run reports, close the day, and resolve settlement exceptions.
Lesson 3.1
Reports
Run sales, tender, and shift reports during and after service. Spot-check unusual voids, no-sales, and discounts.
Lesson 3.2
End of day
Complete the end-of-day process so drawers, tips, and totals are finalized and the day’s numbers reach the back office.
Lesson 3.3
Settlement exceptions
Resolve tickets that show a balance due or refund due before closing. A reopened, reduced order may owe the guest money — issue the required refund; never force it to zero.
Practice
Practice checklist
Approve a training void
Recover an interrupted ticket
Verify station backup / sync status
Run a day-of sales report
Resolve a refund-due ticket
Complete an end-of-day run
Watch-outs
Common mistakes
- Using one manager PIN for every override all day.
- Refunding without confirming the original tender.
- Forcing a reopened order to zero instead of issuing the refund due.
- Closing the day with a station still out of sync.
Train the next role
Continue with another role guide, or return to the installation hub.