How can we help?

Lightspeed’s Help Centre is here to provide support, tips and troubleshooting

Setting Up Staff Level Order Control

 

Keep your staff focused on their orders. Normally, all of your staff get to see and edit all open orders on the Point of Sale - however, you have the option to enable your staff to see only the orders they created under My Orders.

 

Your staff will still be able to see orders created by other staff if needed - but they will be prevented from editing other users’ orders unless they are admin. 

 

This results in a more accurate report of staff sales performance for each staff member.

 

The Staff Level Order Control add-on makes this all possible.

taking_order_7_multi.PNG

 


What's in this guide?   

 

Enable the Staff Level Order Control add-on

Frequently Asked Questions

 


Enable the Staff Level Order Control add-on

 

1. From the Add-ons Page in Kounta Back Office, find the Staff Level Order Control add-on.

1_find_staff_level_order_control.PNG

 

2. Enable this Add-on by clicking on the orange Enable Staff Level Order Control button

2_enable_staff_level_order_control.PNG

 

And you're done! After enabling this, a new option will appear in the Orders tab at the Point of Sale.

 

By selecting My Orders, staff can see just their own orders. They can also view all the orders by selecting Orders.

 

3__my_orders_and_orders.PNG

 


Frequently Asked Questions

 

Can I allow my staff to be able to filter their own orders as well as see other orders?

Yes you can. Once this add-on is enabled, they will get the option to view just their orders under My Orders and also see other orders under Orders. They, however, cannot edit other orders unless they are given admin permission.

 

How do I give my staff admin access so they can edit other orders?

You can easily manage user permissions and settings from the Back Office under the People page.

 

 


What's my next step?

 

Since we’re on the subject of orders, did you know that you can organise your store layout and assign orders to tables? The Tables add-on allows your staff to see at a glance: which tables have pending orders, what those orders are, and which tables have been waiting too long. Give it a go!

 

Did you know that you can manage user permissions on Kounta? This is a great way to delegate responsibilities and limit access to more sensitive functions.

 

No more excel spreadsheets for you - start tracking your labour with the Time and Attendance Add-on. This will enable your staff to clock in & out on Kounta with their PIN.

 

Make the most of your stock and products. Record wastage so you’re always aware of what gets wasted, who has wasted it, and why.

 

Was this article helpful?
1 out of 1 found this helpful