Managing Cashiers & Billers

Overview

The Cashier section in the User Module enables administrators to configure, monitor, and maintain terminal operators and billing staff. Registering dedicated cashier profiles ensures accurate shift reconciliation, audit trails on POS transactions, and clear attribution of daily sales collections.

Step-by-Step Guidance

Part 1: Navigating the Cashier Directory

1. Access Cashier Management:

   • Open the left navigation sidebar under User Module and click All Cashier List.

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2. Review Cashier Records:

   • The directory table displays key staff details: Image, Name, Company Name, VAT Number, Email, Phone Number, Address, and an Action dropdown menu.

3. Search & Export Data:

   • Use the Search input box above the table to quickly locate a cashier by name, email, or telephone number.

   • Utilize the red, gray, yellow, and blue action buttons on the right side to export the staff list into PDF, Excel, print, or copy format.

4. Action Menu:

   • Click the Action button on any cashier row to edit profile details or update terminal authorizations.

Part 2: Adding a Cashier Individually

1. Open the Creation Form:

   • Click the blue + Add Cashier button at the top-left of the page, or select Add New Cashier directly from the sidebar.

   • The Add Cashier setup screen will open.

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2. Fill in Required Information:

   • Name *: Enter the cashier's full name.

   • Company Name *: Specify the business entity or branch they are assigned to.

   • Email *: Provide a valid operational or personal email address.

   • Phone Number *: Enter the cashier's active contact number.

   • Address & City : Complete the physical residential address and town/city.

3. Complete Optional Attributes:

   • Image: Click Choose File to upload a staff identification photograph.

   • VAT Number: Enter the tax registration number if the terminal operator prints tax invoices directly.

   • State, Postal Code & Country: Complete regional location details as needed.

4. Save the Cashier:

   • Click the dark blue Add Biller button at the bottom of the page to finalize the profile.

Part 3: Bulk Importing Cashiers via CSV

1. Launch the Import Modal:

   • On the All Cashier List screen, click the dark blue Import Cashier button next to the add button.

   • The Import Cashier modal window will appear.

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2. Download & Prepare the Template:

   • Under the Sample File section, click the blue Download button to obtain the standard CSV template.

   • Fill in your staff roster following the exact required column order: name*, image, company_name*, vat_number, email*, phone_number*, address*, city*, state, postal_code, country.

   • (Note: To include cashier images, ensure image files are pre-stored in the server's public/images/biller directory).

3. Upload & Process:

   • Click Choose File under Upload CSV File * and select your completed spreadsheet.

   • Click the blue Import Bulk button to import all cashiers simultaneously.