Users

Setup – Basic Data Setup

Once the Initial Setup of the application is done, through the configuration wizard, the system will already have some users created. You will be able to edit them or add new ones.

Tap the button to add a new User or double tap on a User to edit it.

Here you can enter the data of the new User:

• Code: By default, the system generates a sequential code, which can be changed as long as it is unique.

• Status: Here we select if this user is Active or Inactive.

• Name: Here you must enter the User's name.

• Access type: Choose Training if you want to use this User account for Training or Learning the application. Sales made with this User are stored and recorded separately from regular sales.

• User personal data: You can use these fields to enter the User's contact data.

• Password: Here you can enter a numeric password if you want to be prompted for it every time you assign this User.

• User Card: You can use a Magnetic Card or RFID Device to identify the User. Read it here to assign it to this User.

• Image: Here you can choose the image that best represents the User.

You can add an image that identifies the user using the button.

You can choose an image from the preloaded image catalog.

You can choose a color that will fill the entire button. The name will appear centered on the button.

You can use your own images. Use the Android Gallery to search for images on your terminal or on an external device connected to it. It is recommended to choose images of a small size. If your device has a Camera, you can take a picture.

You can choose an image from the web catalog, selecting the classification that best fits. This option appears when you have authenticated in FACTORYCLOUD and assigned the business.

Once the Users are created we can check their permissions and accesses.

When choosing the User, you will see on the right the permissions for that user.

The permissions in green color are those activated for that User. To cancel a permission, tap on the button (it will change to red).

Here you can see a brief description of each permission:

• Final Day Report: Allows access to the Cash Closure.

• Utilities: Allows access to the Utilities menu, within the Configuration.

• Change Name on receipt: Allows you to change the name of a sold item during the sale process.

• View Cash Balance: Allows to view on screen the amounts corresponding to the Cash Closing.

• Quick Payment: Allows to use the button that finalizes the sale without going through the Payment screen.

• Comps: Allows you to use the Invitation function, to offer a product for free.

• Modify Payment Method: In the receipts search screen, allows you to change the Payment Method of an already finalized receipt.

• Delete Receipt: Allows you to completely cancel the current receipt.

• Application Setup: Allows access to the application's configuration menu.

• Create Cash Movements: Allows to create new Cash Movements (Payments, Receipts).

• Modify Cash Movements: Allows to modify previously created cash movements.

• Reporting: Allows access to the Statistics and Reports menu.

• Modify Receipt lines: Allows you to change the quantities sold of an item on a receipt before charging it.

• Cancel receipt: In the receipts search screen, it allows to credit a receipt and create a new rectifying one if necessary.

• See previous daily reports: In the Payment screen, displays all Payments. If the permission is disabled, it only shows the current one.

• Unblock receipts: Allows to release a receipt marked as blocked (with a red dot).

• Z Report: Allows access to Z Reports.

• Access to external applications: In software versions where FactoryPOS is used as Android Launcher, it allows access to a number of external applications.

• Access to Android settings: In software versions in which FactoryPOS is used as Android Launcher, it allows access to the Android Settings.

• Reopen the business hour report: Allows the user to continue making sales after a manual close of Z report before the preset time.

• Delete New Sales Lines: Allows the user to delete receipt lines that have not been sent to production.

• Allow to tender receipts: Allows the user to collect receipts.

• Use Discounts: Allows to apply discounts on a sale.

• Create new items from sales screen: Allows to create items from sale.

• Can delete fees: Allows to delete fees.

• Search receipts: Allows to search receipts.

• Print Reports from sales screen: Allows the user to print reports from the sales screen.

• Eliminate Cash Discounting: Allows the user to delete cash discounting.

• Modify Fee Setup: Allows the user to modify the parameters of the fees.

• Override User Locked Receipts: Allows the user to open receipts from other users.

• Manage discounts: Allows to create, edit and delete discounts.

• Change price level on sales screen: Allows the user to change the price of an item during the sale.

• Change parameters on payment: Allows the user to change the payment gateway parameters.

• Change prices: Allows the user to change the price level of the item on the sales screen.

• Perform Cash Back process: Allows the user to perform the cash back process.

• Change fiscal parameters: Allows the user to access the configuration screen of the fiscal link parameters of the business.

• Delete Sales Lines: Allows the cancellation of a line of a receipt during the sale.

• Modify Customers: Allows to modify data in the Customers file.

• Modify Users: Allows to modify data in the Users file.

• Open Cash Drawer: Allows the use of the Cash Drawer Open key.

• Documents: Allows access to the Documents menu, which is where the Stock control is performed.