Supervisor approvals

Supervisors in Bitta Retail POS clear the exceptions a cashier cannot: changes above a cashier's limit, sale cancellations when cashier cancel is off, reopened sales, card payments with an unknown outcome, and failed receipts and kitchen output. This page lists every supervisor-gated operation, shows how to approve one, and points to the queues to check at the start of each shift.

Prerequisites

• The BAA POS - Supervisor permission set, which includes everything in BAA POS - User. See POS user permissions.
• A POS user with Supervisor selected and a PIN set with Set PIN. See Cashier PIN security.

What needs a supervisor

The approval dialog binds each approval to one operation. These are the operations it covers:

Operation	When approval is asked
Line Discount	The discount is above the cashier's cap and Supervisor For Over-Limit Discount is on
Invoice Discount	The whole-sale discount is above the cashier's cap and the same setting is on
Price Override	Supervisor For Price Override is on and the cashier has neither Can Override Price nor Supervisor
Sale Cancellation	Allow Cashier Sale Cancel is off, or someone other than the sale's cashier cancels it in the back office
Pricing Profile Switch	The target pricing profile has Require Supervisor to Switch selected

The same supervisor PIN prompt also guards a few other actions: a Copies Override when reprinting kitchen output, Supervisor takeover of a register that another browser page holds, and Detach from Shift on a POS Sale card. Discounts and overrides are covered step by step in Give discounts.

Approve a request

When an action needs approval, the Supervisor Approval dialog opens with "This action requires supervisor approval. Ask a supervisor to enter their POS User No. and PIN." Enter your POS User No. and PIN, and choose OK. The PIN is checked and never stored, and the approval can be used only once, for that exact request. Your POS user number is stored with the change, for example as Approved By User No. on a sale line or Cancellation Approved By on a canceled sale.

Wrong entries count against Max PIN Attempts (3 by default). After that, approvals from that Business Central user are locked for Approval Lockout (min.) minutes (15 by default). An administrator can end a lockout early with Clear Approval Lockouts on POS Setup.

Check the attention queues

Start each shift on the Bitta Retail POS role center. The Needs Attention group in Register Activities counts the work waiting for the current terminal:

• Receipt Recovery: failed receipt jobs. See Print and reprint receipts.
• EFT Attention: failed or flagged card transactions.
• Kitchen Recovery: failed kitchen output, when the register profile prints to the kitchen.

The Troubleshooting menu on the same role center also opens Refund Recovery, where returns whose card refunds were not confirmed wait. See Returns and refunds.

Cancel a sale

Cancel sale on the register cancels the open sale the cashier is ringing up. When Allow Cashier Sale Cancel is on (the default), the cashier enters a reason and the sale is canceled with no approval. When it is off, the register answers "Cancelling a sale at the register is turned off. Ask a supervisor to cancel this sale from the POS Sales list in the back office." To cancel it as a supervisor:

1. Open POS Sales, open the open sale, and choose Cancel Sale.
2. In the Cancel Sale dialog, select a Reason Code (required) and add a Note if useful. Choose OK.

3. In Supervisor Approval, enter your POS User No. and PIN.

A canceled sale keeps its lines and payment lines for audit and gets the status Cancelled, with the reason, note and approver recorded. A sale with a captured card payment cannot be canceled: cancel the processor payment or use Return from Receipt instead.

Reopen a completed sale

A completed sale that has not been posted can be brought back to the register to correct it.

1. On the register, tap Sales in the status bar and select the sale. Only a Released, unposted normal sale can be reopened; selecting a posted sale opens its card instead.

2. Confirm the prompt that starts "Reopen sale ... at the register?". The sale becomes the current sale again, its completion, change and settlement snapshots are reset, and cash and other manual tenders stay attached. Adjust the sale and tender again.

Reopening follows the same setting as canceling: when Allow Cashier Sale Cancel is off, sales cannot be reopened at the register. A sale paid with an integrated card payment cannot be reopened; use Return from Receipt so the card is refunded properly.

Card payments that need attention

When a register opens, it first resolves any card payments that were still in progress from an earlier session. If some cannot be resolved, it shows "Some card payments need attention - review the POS EFT Transactions page." Open EFT Attention from the role center for this terminal, or POS EFT Transactions for all terminals, and choose Reconcile Open Transactions. It checks each in-flight card transaction with the provider again and resolves it to captured or failed. Transactions still held by a register can only be finished by opening the POS Register on that terminal.

Reprint kitchen output

Use Printer, then Reprint Last Kitchen Output on the register, or Reprint Kitchen Output on a POS Sale. In the Reprint Kitchen Output dialog, leave Copies Override at 0 to print the configured copies with no approval, or enter 1 to 20 copies, which needs a supervisor PIN. Destination and Output choose the route and whether labels, grouped tickets or both are printed. See Kitchen tickets and labels.

What's next

Close the day and post the sales to Business Central: End of Day posting. Administrators can review approvals afterwards with the POS Discount Override Audit report; see All POS reports.