Approve actions with a Manager POS PIN

In this video, you'll learn how to use a manager's POS PIN to approve restricted actions at POS, like refunds, discounts, and cash movements.

To use a POS PIN to approve restricted actions, you'll need an administrator or manager role in Roller or a custom role with the POS admin permission enabled. When a manager POS PIN is used at POS, Roller records that approval behind the scenes. For actions like refunds and custom discounts, the manager's name is logged in the detailed transactions report. For other restricted actions, like closing the till or performing a cash in or out, the PIN confirms that a manager has approved the action before it can continue.

Let's look at how this works in common scenarios.

Manager PINs are required for high risk actions at POS, anywhere money, discounts, or cash handling are involved.

Let's start with a refund. When a POS operator attempts to process a refund, the system prompts for a manager PIN. Once the manager selects a reason for the refund and enters their POS PIN, they can approve the action.

The refund is processed and their name is recorded in transaction reports. This ensures refunds can't be completed without proper approval and are always traceable. The same approval flow applies to custom discounts.

When a POS operator tries to apply a custom discount, roller prompts for a manager PIN before the discount can be applied.

This helps prevent unauthorized price changes and protects your venue's revenue.

Finally, manager PINs are also required for cash handling actions, like cashing out or closing a till.

When a POS operator attempts these actions, roller prompts for the manager PIN to confirm that a manager has reviewed and approved the action. This helps enforce cash handling procedures and reduces risk during busy shifts and end of day close.

You've now learned how to use a POS pin to approve high risk actions, like refunds, discounts, and cash movements to maintain accountability at POS. These approvals help protect revenue, enforce staff permissions, and ensure every action is clearly tied to a manager.