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[IMP] pos: basic and advanced rights for employees
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‎content/applications/sales/point_of_sale.rst

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@@ -175,6 +175,36 @@ the **POS dashboard**.
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- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
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Sessions`.
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.. _pos/analytics:
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Analytics
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=========
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Once you :ref:`close and post the POS session <pos/session-close>`, access the comprehensive report
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to review all session activities, including who initiated the session and who handled specific
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orders. To access the session's report:
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#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card.
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#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
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#. From that list view, you can see all the sessions and who initiated them under the
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:guilabel:`Opened By` column.
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#. Select a POS session to open a detailed session report.
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#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
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session.
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#. From that view, you can retrieve the following information:
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- The :guilabel:`Order Ref`
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- The :guilabel:`Date` of the order.
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- The :guilabel:`Point of Sale` where that order was made.
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- The :guilabel:`Receipt Number`.
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- The :guilabel:`Customer`.
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- The :guilabel:`Employee` that placed this order.
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- The :guilabel:`Total` paid amount.
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- The order :guilabel:`Status`.
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To get an overview of all orders, regardless of the session, click the vertical ellipsis button
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(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.
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.. toctree::
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:titlesonly:
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‎content/applications/sales/point_of_sale/employee_login.rst

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Multi-employee management
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=========================
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Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees
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per Session** feature. When activated, :ref:`you can select which users can log into the POS
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<employee_login/use>` and :ref:`keep track of the employees involved in each order
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<employee_login/analytics>`.
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Odoo Point of Sale (POS) offers a **Log in with Employees** feature, allowing multiple users to
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:ref:`log into a POS session <pos/employee_login/use>`. Activating this feature enables the
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following actions:
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.. _employee_login/configuration:
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- Select specific users who can :ref:`log into the POS <pos/employee_login/use>`.
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- :ref:`Assign minimal, basic or advanced permissions <pos/employee_login/configuration>` to these
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users.
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- :ref:`Track the employees involved in each order for enhanced analytics <pos/analytics>`.
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.. _pos/employee_login/configuration:
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Configuration
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=============
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:ref:`Access the POS settings <configuration/settings>` and select your POS, or click the vertical
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ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable
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:guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed
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Employees` field.
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Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS
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settings <configuration/settings>`. Then,
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#. Activate the :guilabel:`Log in with Employees` feature.
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#. Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field.
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#. Add the employees with **extended POS functionalities** in the :guilabel:`Advanced rights` field.
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.. image:: employee_login/setting.png
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.. image:: employee_login/activate-setting.png
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:alt: setting to enable multiple cashiers in POS
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.. _employee_login/use:
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.. note::
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- Leaving the :guilabel:`Minimal rights` and :guilabel:`Basic rights` field empty allows all
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employees to log in.
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- Leaving the :guilabel:`Advanced rights` field empty grants extended rights to Odoo users only.
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.. tip::
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Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the top right corner of
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a POS card and :guilabel:`Edit` to access the setting from the main POS dashboard.
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.. seealso::
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:doc:`../../general/users/access_rights`
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.. tabs::
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.. tab:: Minimal rights
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Employees with minimal rights can perform the following actions within the POS:
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**Session management:**
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- Lock and unlock an open POS session.
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- Reload data.
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**Sales transactions:**
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- :ref:`Process standard sales transactions <pos/sell>`.
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- :ref:`Set customers <pos/customers>`.
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- :ref:`Add notes to orders <pos/customer-notes>`.
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**Pricing and discounts:**
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- Enter promotional codes.
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.. tab:: Basic rights
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In addition to the minimal rights, employees with basic rights can also:
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**Session management:**
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- :ref:`Open a POS session <pos/session-start>`.
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- :ref:`Perform cash-in and cash-out operations <pos/cash-register>`.
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- Toggle the visibility of product and category images.
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**Sales transactions:**
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- :ref:`Create customers <pos/customers>`.
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- :ref:`Process refunds <pos/refund>`.
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- :doc:`Access and handle sales orders <shop/sales_order>`.
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- Access past and current order history.
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- Cancel orders.
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**Pricing and discounts:**
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- Manually select another :doc:`pricelist <pricing/pricelists>`.
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- :doc:`Manually apply discounts <pricing/discounts>`.
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- Manually :ref:`change a product's price <pos/sell>`.
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- Give loyalty program's rewards.
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- Switch between :doc:`fiscal positions <pricing/fiscal_position>`.
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.. tab:: Advanced rights
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In addition to the minimal and basic rights, employees with advanced rights can also:
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- Create products.
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- Access the Odoo backend interface.
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- :ref:`Close the current POS session <pos/session-close>`.
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.. _pos/employee_login/use:
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Usage guidelines
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================
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Logging in
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----------
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Practical application
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=====================
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Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS
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session <pos/session-start>` and access the POS interface. They can :ref:`scan their employee badge
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<pos/employee_login/badge>`, click the :icon:`fa-users` icon (:guilabel:`users`) to select their
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name from the list of authorized users, or by entering :ref:`their PIN code
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<pos/employee_login/pin>` in the :guilabel:`Enter your PIN` field.
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Once the feature is activated, cashiers can log in :ref:`by scanning their badge
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<employee_login/badge>` or selecting their name from the list of allowed employees to :ref:`open the
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session <pos/session-start>`.
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.. image:: employee_login/log-in.png
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:alt: Login window to open a session when the multiple cashiers feature is active
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.. image:: employee_login/open-session.png
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:alt: window to open a session when the multiple cashiers feature is enabled
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To switch between users during an :ref:`active session <pos/session-start>`, click on the currently
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logged-in employee's name at the top right of the POS screen and select the user to switch to.
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To switch to another user :ref:`from an open session <pos/session-start>`, click the employee name
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at the top-right of the screen and select the employee to swap with from the list.
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.. tip::
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In the absence of a scanner, click the :icon:`fa-barcode` icon (:guilabel:`barcode`) to scan
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barcodes using the webcam.
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.. image:: employee_login/switch-user.png
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:alt: button to switch from one cashier to another.
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.. _pos/employee_login/badge:
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You can also require your employees to enter a pin code every time they log into a POS to prevent
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them from logging in as someone else. To define the code, go to the **Employees** app, open the
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employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in
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the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category.
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Logging in with badges
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----------------------
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.. image:: employee_login/pin-and-badgeid.png
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:alt: setting on the employee form to assign a badge ID and a PIN code.
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Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to
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the employee's profile in the **Employees** module:
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.. _employee_login/badge:
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#. Navigate to the **Employees** module.
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#. Open the form view of the specific employee.
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#. Go to the :guilabel:`Settings` tab.
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#. The :guilabel:`Attendance/Point of Sale/Manufacturing` category offers two options:
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Log in using badges
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-------------------
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- Manually enter any badge ID in the :guilabel:`Badge ID` field.
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- Click :guilabel:`Generate` to create a unique badge ID automatically.
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#. Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID.
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For your employees to be able to log in by scanning their badge, they must have a badge ID assigned.
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To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings`
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tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the
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:guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`.
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To switch users within an open POS session using a badge, you must first lock the session. To do so,
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click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new
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employee can scan their badge to log in.
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To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the
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top-right of the screen and scan your badge.
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.. _pos/employee_login/pin:
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.. _employee_login/analytics:
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Adding a PIN Code
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-----------------
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Analytics
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=========
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For enhanced security, employees may be forced to enter a PIN code each time they log into a POS
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session. To set up a PIN code for an employee:
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Once you close and post the POS session, access the comprehensive report to review all session
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activities, including who initiated the session and who handled specific orders. To access the
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session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select
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:guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more
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detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed
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during that session.
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#. Navigate to the **Employees** module.
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#. Open the form view of the relevant employee.
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#. Go to the :guilabel:`Settings` tab.
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#. Enter a desired numerical code in the :guilabel:`PIN Code` field of the
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:guilabel:`Attendance/Point of Sale/Manufacturing` category.
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To get an overview of all orders, regardless of the session, click the vertical ellipsis button
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(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.
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.. note::
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The PIN code must consist of a sequence of digits only.

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‎content/applications/sales/point_of_sale/shop/barcode.rst

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-------------
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You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access
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<employee_login/configuration>` to the POS and :ref:`use barcodes to log your employees in
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<employee_login/badge>` your POS.
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<pos/employee_login/configuration>` to the POS and :ref:`use barcodes to log your employees in
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<pos/employee_login/badge>` your POS.

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