IN BRIEF
The Point of Sale feature in iClassPro requires specific staff permissions to control who can access Point of Sale areas and which actions they are allowed to perform. These permissions are divided into page permissions, task permissions, and report permissions, allowing administrators to tailor access based on staff responsibilities.
- Overview
- Accessing the Feature
- Understanding Point of Sale Permissions
- Troubleshooting & FAQs
- Related Articles
Overview
In order for staff members to use the Point of Sale feature, they must be granted the appropriate permissions within their staff profile. These permissions determine whether a staff member can access the Point of Sale page, perform sales-related actions, manage inventory, view vendor information, or run Point of Sale–specific reports.
Permissions are grouped by function so administrators can limit access to sensitive financial data while still allowing staff to complete necessary day-to-day tasks.
Accessing the Feature
- From the main navigation menu, go to Staff.
- Select the staff member whose permissions you want to review or update.
- Open the staff member’s permissions settings.
- Review and update the applicable Point of Sale permissions as needed.
Understanding Point of Sale Permissions
Application Permissions
These permissions control whether staff can access the Office Portal (iClassPro) or Staff Portal.
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iClassPro
- If disabled, the staff member will not be able to log into the Office Portal.
Page Permissions
These permissions control whether staff can access Point of Sale–related pages in the System.
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Point of Sale Page
- If disabled, the staff member cannot access the Point of Sale page.
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Settings Page
- Required if staff need to select which barcode types can be used when scanning product barcodes via webcam.
- Allows access to SETTINGS > SETUP > "Point of Sale" settings.
Task Permissions
These permissions control what actions staff members can perform within Point of Sale.
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Point of Sale
- If disabled, the staff member cannot perform any Point of Sale actions, even if they have access to the Point of Sale page.
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Point of Sale Price Override
- Allows the staff member to manually edit the price of an item in the shopping cart.
- The original price is still recorded with the transaction, including sale pricing.
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Point of Sale Vendor Logins
- If disabled, the staff member cannot view vendor login information under POINT OF SALE > VENDORS.
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Point of Sale Products/Category/Vendor
- If disabled, the staff member cannot access Point of Sale products, categories, or vendor areas.
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Point of Sale Inventory
- If disabled, the staff member cannot access the Point of Sale inventory area.
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Point of Sale Purchases
- If disabled, the staff member cannot access the Point of Sale purchases area.
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Return Point of Sale Purchases
- If disabled, the staff member cannot process returns for Point of Sale purchases.
Report Permissions
In addition to standard financial reports that may include Point of Sale charges, there are two reports specific to Point of Sale activity:
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Point of Sale: Sales (FIN-19)
- Generates a list of product sales within a selected date range.
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Point of Sale: Inventory on Hand (FIN-20)
- Generates a list of products in the System along with the quantity on hand as of a specified date.
Access to these reports depends on the staff member’s report permissions.
Troubleshooting & FAQs
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A staff member can see the Point of Sale page but cannot complete a sale. Why?
- Verify that the Point of Sale task permission is enabled. Without this permission, staff cannot perform any Point of Sale actions, even if the page permission is enabled.
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Why can a staff member access Point of Sale but not adjust item prices?
- The Point of Sale Price Override permission must be enabled to allow manual price changes in the shopping cart.
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A staff member cannot view inventory or purchase history. What should I check?
- Confirm that Point of Sale Inventory and Point of Sale Purchases permissions are enabled for the staff member.