How To: Create an EPOS User

Creating an EPOS User

1. Open a System Data screen.
2. Double-click on [ Others | Users ].
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click   to add a new item.
5. Enter the following details:
   1. An appropriate User name.
   2. The required Sales Source. For more information please see How To: Create and Apply a EPOS Sales Source to the EPOS Customer.
6. Press Ctrl+S or click    to save.

Add User Permissions

1. Focus on the EPOS user created above.
2. Right-click and select User Permissions from the Context Menu.
3. Set the following permissions as required:
   1. Supplier:
      1. Tick the Open checkbox.
   2. System:
      1. Tick the No auto-logoff checkbox.
      2. Tick the EPOS Admin checkbox.
         Note: only for the Till/EPOS Administrator. This is required if the user will be processing returns or exchanges, using the EPOS End of Day Process Orders and adding % discounts to the whole order.
   3. Customer and Sales:
      1. Tick the Open checkbox.
      2. Tick the New checkbox.
      3. Tick the Edit checkbox.
   4. Promotions:
      1. Tick the Open checkbox.
         Note: only for the Till/EPOS Administrator.
   5. Customer Ret:
      1. Tick the New checkbox.
         Note: to be used in conjunction with the Till/EPOS Administrator. This is required if the user will be processing returns or exchanges.
   6. Sales Invoice:
      1. Tick the Open checkbox.
         Note: only for the Till/EPOS Administrator.
      2. Tick the Issue checkbox.
   7. Stock:
      1. Tick the Open checkbox.
         Note: only for the Till/EPOS Administrator.
   8. System Data:
      1. Tick the Open checkbox.
         Note: only for the Till/EPOS Administrator.
   9. Special:
      1. Tick the Auth card checkbox.
         Note: only for the Till/EPOS Administrator.
      2. Tick the Refunds checkbox.
         Note: only for the Till/EPOS Administrator.
4. Enter a unique EPOS sign-on code.
   Note: this password must be greater than four numbers / characters long with no sequence equal to or less than five.
5. Click OK to apply the permissions.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

• EPOS Overview
• EPOS "How Tos"