Configure approval policies for returns, exchanges, ASN receiving discrepancies, and other point-of-sale transactions in Point of Sale CMS.
Configure approval policies for the following features:
| Feature | Description |
|---|---|
| ASN Discrepancy Approval | Receiving operation with a quantity discrepancy between scanned and expected items. |
| Add Card on File | Checkout operation using a customer's saved payment card on file. |
| All Returns, Exchanges & Edit Order | Return or exchange transaction regardless of the return window. Overrides any No Receipt Return approval policy in the return policy settings. |
| Appeasement | Order edit operation that provides a refund or compensation to a customer without requiring a product return. |
| Business Check | Checkout operation using a business check as payment. |
| Cash Audit | Cash count audit operation of a till. |
| Cash Pickup | Cash pickup operation from a till. |
| Create Till | Start-of-day operation that creates a till. |
| Cycle Count Actions | Operations for switching between item states in a cycle count, viewing total items, and checking expected item quantities. |
| Cycle Count Batch Serial Number | Operation for adding serial numbers to cycle count batches. |
| Cycle Count Batches | Operation for viewing details about cycle count batches created by a different associate. |
| Cycle Count Batches Actions |
Operations for reopening, resuming, pausing, closing, and editing batches created by a different associate. Editing batches requires manager credentials. |
| Cycle Count Life Cycle | Operations for creating, canceling, refreshing, starting, and completing a cycle count. |
| Dashboard Report | Operation for viewing each store associate's revenue in the analytics dashboard. |
| Edit Safe Management | Operation for editing amounts for Safe Float, Till Float, Expenses, Miscellaneous 1, and Miscellaneous 2 in Safe Management. |
| Employee Sale | Cart operation that applies an employee sale discount. |
| Line Item Discount | Cart operation that applies an item-level discount. The app requests approval before checkout, just before tendering, and when the discount amount or percentage exceeds the limits in the store settings. |
| Manager Override | Override action performed by a manager. |
| Max Cash Return Policy | Return operation with a cash refund that exceeds the maximum cash refund value. |
| Max Window Return Policy | Return operation for an order with an expired return window. |
| No Receipt Return | Return operation without a receipt. |
| No Sale | No-sale transaction operation of a till. |
| Offline Max Cash Return Policy | Offline return operation with a cash refund that exceeds the maximum cash refund value. |
| Offline Max Window Return Policy | Offline return operation for an order with an expired return window. |
| Offline No Receipt Return | Offline return operation with a refund option due to the tender mapping return policy. |
| Offline Tender Remapping | Offline return operation with a refund option due to the tender mapping return policy. |
| Pay In Out | Cash pay-in or pay-out operation of a till. |
| Post Adjustment Inventory | Inventory adjustment operation. |
| Price Correction | Cart operation that applies an item-level price correction to a sale cart. This policy doesn't apply to price adjustments made during a No Receipt Return. Configure the No Receipt Return approval policy separately to govern those price changes. |
| Reconcile Till | End-of-day operation that reconciles a till. |
| Remove Warranty | Cart operation that removes a warranty product from the cart. |
| Reuse Old Till | Operation for reusing an old till. |
| Special Item | Cart operation that creates a special item. |
| Tax Modification | Cart operation that modifies the store's taxes. |
| Tender Remapping | Return operation with a refund option due to the tender mapping return policy. |
| Transaction Discount | Cart operation that applies a transaction-level discount. The app requests approval before checkout, just before tendering, and when the discount amount or percentage exceeds the limits in the store settings. |
| View All Tills | Operation for viewing all tills and reconciling them remotely. |
| View Safe Management | Operation for viewing safe management details and adjusting floats. |