Supervisor Operations

Purpose

Resolve cashier exceptions while preserving approvals, money, print, shift, and posting evidence.

Role

Supervisor PIN holder and, for back-office administration, a user with BAA POS - Admin.

Prerequisites

Active supervisor POS User, reason codes, tender/refund configuration, and Store/Terminal context matching the affected sale.

Enable / Configure

Configure approval thresholds and profile capabilities for Pricing Changes, Cashier Cancellation, Returns, Cash Movements, No Sale, Sales History, and Printer Menu.

Steps

Inspect Effective Register Setup before overriding a reported missing control.
Authorize a permitted discount or price override with reason evidence.
Review cancellation, return, cash movement, failed EFT, and failed print queues.
Reprint only the required copy and retain its reprint flag.
Review X/Z differences before closing or reopening operational work.

Expected Result

The original sale, approval, reason, tender, refund, shift, and output records remain linked. A print retry never changes sale money.

When Disabled

The cashier control is absent and the direct server call rejects the action. A supervisor cannot re-enable a company-disabled capability through a profile.

Records / Accounting

Inspect Sale/Sale Line, Payment Line, EFT Transaction, Settlement Entry, Shift/Shift Tender, Cash Movement, Print Queue, Sales Header/Invoice/Credit Memo, Customer Ledger Entry, and G/L Entry as applicable. Keep signed return and refund values.

Recovery

Reconcile pending EFT first, retry durable output by Entry No., and rerun failed EOD groups without deleting evidence. Use reversal/credit processes for posted accounting, not record edits.

Test IDs

LEARN-SUP-001 approval; LEARN-SUP-002 failed print; LEARN-SUP-003 return/refund; LEARN-SUP-004 Z variance.

Screenshots

Task 9 owns tagged-package screenshots. Evidence includes profile/Setup state, approval or queue Entry No., accounting document, tester/date, and Pass/Fail.

Cashier Day Administrator Setup