Settings - POS Accounts

Description:
This article explains searching for, managing, and creating POS Accounts in Menu Manager. POS Accounts allow the configuration of PIN logins so that employees can access POS devices. These accounts are available across the entire organization and are not limited to individual venues.

How to Search for a POS Account

1. Access Menu Manager Settings by going to your instance-menu.ordernext.com
2. In Menu Manager, select the Settings drop-down on the left side of the screen.
3. Choose POS Accounts from the list.
4. All available POS Accounts will be displayed on the page.
5. To search for a specific POS Account, use the search box on the right side of the page.
   Note: Enter the exact name of the desired POS Account OR keywords and the search will automatically begin.
6. All POS Accounts matching the search criteria will appear.

Note: To extract all POS Account User Data, navigate to your instance-datanow.ordernext.com and select Venue Config from the left-hand reports menu. From here scroll to Employee PINs and download the data. This will allow you to see existing users created within the prior day and beyond(Users created the day of will not be available until the following day at 8 AM).

How to Add a POS Account

1. In Menu Manager, select the Settings drop-down on the left side of the screen.
2. Choose POS Accounts from the list.
3. Select the Blue Plus Icon at the top right of the page to open the Add POS Account panel.

In the Add POS Account panel, you can enter the following information:

• Name
• Email Address
  • Not Required
• Phone Number
  • Not Required
• External ID
  • Not Required (Will automatically generate upon saving.)
• PIN Code
  • Supports 5-6 Digit PINs | Selecting reset will automatically generate a 5 Digit PIN.
• Account Type:
  • Cashier: Unable to void/refund.
  • Manager: Can void/refund and approve POS changes that require a Manager PIN.

Once all required information is added, select Save to create the POS Account. To discard changes, select the X at the top right corner of the panel.

Managing a POS Account

In the Edit POS Account panel, you can view and manage the following information:

• Account Status:
  • If active, select the Deactivate POS Account button to deactivate the account.
  • If inactive, select Reactivate POS Account at the top, then click Save to reactivate the account.
• Name
• Email Address
  • Not Required
• Phone Number
  • Not Required
• External ID
  • Not Required (Will automatically generate upon saving.)
• PIN Code:
  • Supports 5-6 Digit PINs | Selecting reset will automatically generate a 5 Digit PIN.
• Account Type:
  • Cashier: Unable to void/refund.
  • Manager: Can void/refund and approve POS changes that require a Manager PIN.

After making changes, select Save at the bottom of the panel, or select the X at the top right to discard changes.