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How to Add POS Users in Invent ERP?

Managing your point of sale effectively means ensuring that the right people have access to the system. With Invent ERP, you can create POS users, link them to employees, and grant access rights - all while keeping your workflow simple and secure.

Step-by-Step Process​

Create a USer​

Step 1: Head to Users​

From the Main Menu, go to Configuration → Users.

Step 1 - Create a User

Step 2: Add a New User​

From the Users List, click Add to create a new user

Step 2 - Create a User

Step 3: Fill the Details​

Fill in the user details, then mark the user as POS User to grant access to the POS.

Step 3 - Create a User

Step 4: Send Invitation​

After creating the user, send an invitation so they can active their account.

Step 4 - Create a User

Create an Employee Profile​

Step 5: Head to Employees​

From the Main Menu, navigate to the HR Employees → Employees.

Step 5 - Create Employee Profile

Step 6: Add a New Employee​

From the Employees List, click Add to create a new Employee Profile

Step 6 - Create Employee Profile

Step 7: Fill Out Employee Details​

Step 7 - Create Employee Profile

At the bottom of the page, Link the Employee to the User Account you created earlier

Step 8 - Create Employee Profile

Step 9: Set a PIN Code (Optional)​

Assign a PIN Code for quick and secure POS login

Step 9 - Assign Employee to POS

Step 10: Create the Employee​

Click Create to save the Employee Profile

Step 10 - Assign Employee to POS

Assign the Employee to a POS Configuration​

Step 11: Head to POS Configuration​

From the Main Menu, go to Point of Sale → Configuration → POS Configuration

Step 11 - Assign Employee to POS

Step 12: View Available POS​

You'll see a list of all available POS configurations in the system

Step 12 - Assign Employee to POS

Step 13: Edit the Desired POS​

Select the POS you want to assign the employee to and click Edit.

Step 13 - Login to POS

Step 14: Enable Employee Login​

Enable Employee login, assign employees with the appropriate access level, then click Save

Step 14 - Login to POS

  • Basic Access: Limited POS actions
  • Advanced Access: Additional privileges such as closing the register

Login to POS as a POS User​

Step 15: Open Point of Sale​

From the Main Menu, go to Point of Sale → Point of Sales

Step 15 - Login to POS

Step 16: Enter the POS Session​

Select and enter your POS session

Step 16 - Login to POS

Step 17: Open the Register​

You'll be prompted to either Open Register or return to the home screen

Step 17 - Login to POS

Step 18: Log In Using PIN Code​

Select Open Register and enter the employee PIN Code to begin using the POS, and that's it!

Step 18 - Login to POS

Notes & Tips​

  • Always create unique user accounts for each employee to track individual performance and accountability.
  • PIN codes make it faster for the team to switch between users at a busy POS counter.

FAQ​

Q: Can one employee be assigned to multiple POS configurations? Yes an employee can be assigned to multiple POS configurations.

Q: Can a POS User access other modules? No a POS User can only access the POS sessions assigned to them.

Q: Can I change an employee's PIN Code later? Yes, you can update or reset the PIN Code at any time from the employee profile