Performing Manager Overrides

When a clerk attempts to execute certain actions in POS, a manager's override may be required for that action.  For example, a clerk might need a manager override to ring up a sale for an account that is past due.  Whether or not an override is required depends on the action being performed and the security level of the clerk.  Click here for more information about security.

When a manager's override is required in a POS transaction, the manager can perform a local or a remote override.  Both types of overrides are explained in the following procedure.

Peforming a Local Override

The following procedure is performed by a manager at the POS terminal where the clerk received the Manager Override Required dialog box.

1. In the Manager Override Required dialog box, enter your clerk name and password in the appropriate boxes. Or, if you have a barcode representation of your clerk name/passwordYou can speed up manager's overrides by scanning in the manager's clerk name/password instead of typing it. Simply scan the barcode while in the Manager field. The suggested format for the barcode is "code 128" because it supports letters and characters. The barcode is limited to ten characters, one of which is needed as a separator between the clerk and the password (blank or a dash), leaving a total of nine characters for the clerk and password combined. available, scan it now.

2. Click OK.

Performing a Remote Override

The following procedure is performed by a manager at any PC running Eagle for Windows, assuming the manager has the appropriate security to do so.  

1.  If you haven't already, "sign on" in Eagle for windows, as follows:

• From the Eagle Browser, click .  The Sign On dialog box displays.
• Enter your user name and password in the appropriate boxes, and click OK.

2. From the Eagle Browser, click System Management Menu, and then click Remote POS Security Override.  The Select Terminal to Override dialog box displays.

3. Click the arrow to the right of the Terminal box, select the terminal at which the clerk is in need of a manager's override, and click OK.  The Remote POS Security Override dialog box displays.
4. Review the displayed information about the transaction and the customer.  

5. Click Override if you approve the transaction. Otherwise, click Cancel.
6. If you approved the transaction, the POS clerk can simply press ENTER to bypass the override box and proceed with the transaction.

You can speed up manager's overrides by scanning in the manager's clerk name/password instead of typing it. Simply scan the barcode while in the Manager field. The suggested format for the barcode is "code 128" because it supports letters and characters. The barcode is limited to ten characters, one of which is needed as a separator between the clerk and the password (blank or a dash), leaving a total of nine characters for the clerk and password combined.