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admin:float-operations [2017/08/16 09:03] – [FAQ] matas.bilius | admin:float-operations [Unknown date] (current) – external edit (Unknown date) 127.0.0.1 | ||
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Please be informed that this article is a part of administrator' | Please be informed that this article is a part of administrator' | ||
- | Float Operations in Aardvark is a security feature used by the Bookmakers to control cash flow used by their Cashiers. Float activity is reported in the **[[admin: | + | Float Operations in Aardvark is a security feature used by the Bookmakers to control cash flow used by their Cashiers. Float activity is reported in the **[[admin: |
Float activities are recorded as Float In and Float Out, each of them representing cash flow to the till and from the till respectively. | Float activities are recorded as Float In and Float Out, each of them representing cash flow to the till and from the till respectively. | ||
- | Float personal identification number or PIN is an extra Float Operations security feature used in the case when Float Operations are disabled and can be conducted only by the Shop managers (administrators) rather than the Cashiers themselves. | + | Float personal identification number or PIN is an extra Float Operations security feature used in the case when Float Operations are disabled and can be conducted only by the Shop managers (administrators) rather than the Cashiers themselves. |
+ | |||
+ | Float Operations are all the transactions carried out between Shop managers (HQ) and the cashier' | ||
==== Cashier and Administrator Roles in the Float Operations ==== | ==== Cashier and Administrator Roles in the Float Operations ==== | ||
- | To understand Float operations one must understand how the Float operations work in the Aardvark' | + | To understand Float operations one must understand how the Float operations work in the Aardvark' |
- | If the Float operations | + | * Administrator enables Cashier |
+ | * Administrator disables Cashier Float Operations | ||
+ | * Administrator disables Cashier Float Operations for a specific Shop and sets-up a Float PIN for Shop manager' | ||
NB: Float Operations can be done only on an active Shift. | NB: Float Operations can be done only on an active Shift. | ||
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{{ : | {{ : | ||
- | The best way to do it is through **[[admin: | + | The best way to do it is through **[[admin: |
- | - Click on the Profile icon and select **My Profile** from the drop-down list | + | - Click the Profile icon and select **My Profile** from the drop-down list |
- | - Click on **Enable** button near the Float PIN | + | - Click **Enable** button near the Float PIN |
- | - Click on **Generate** once or a few times to auto-generate a random PIN | + | - Click **Generate** once or a few times to auto-generate a random PIN |
- | - Finally, click the **✓** to save your settings | + | - Finally, click **✓** to save your settings |
Another way to set up a Float PIN is through separate administrator' | Another way to set up a Float PIN is through separate administrator' | ||
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- In selected administrator' | - In selected administrator' | ||
- Click **Submit** to save new settings | - Click **Submit** to save new settings | ||
+ | |||
+ | If a Float PIN was changed or provided by another administrator, | ||
+ | |||
+ | - Open **My Profile** from the drop-down list | ||
+ | - Nearby the Float PIN locate your Float PIN | ||
+ | |||
+ | {{: | ||
==== Organization and Shop settings ==== | ==== Organization and Shop settings ==== | ||
- | To enable or disable Float operations for the Cashier, the administrator must do this through the Shop settings or Organization settings in the **[[admin: | + | To enable or disable Float operations for the Cashier, the administrator must do this through the Shop settings or Organization settings in the **[[admin: |
- | - Access Management | + | - Access |
- | - Click on a Shop or Organization in the **Side Panel** | + | - Select |
- Click **Toggle edit** in the top-left corner of the Management window | - Click **Toggle edit** in the top-left corner of the Management window | ||
- | - Nearby the **Cashier Float Operations** | + | - Nearby the **Cashier Float Operations** |
- Click Save, **provide comments** for the changes you've made in the administrator settings and **click Yes** once more | - Click Save, **provide comments** for the changes you've made in the administrator settings and **click Yes** once more | ||
+ | ---- | ||
+ | |||
+ | {{ : | ||
==== Functionality ==== | ==== Functionality ==== | ||
+ | |||
+ | {{ : | ||
As mentioned before, if the Cashier Float Operations for a specific shop is Disabled, then the Float operations must be carried out by an administrator who must come up to the PC used by the cashier and provide his username and Float PIN whenever transacting cash float from or to the till. | As mentioned before, if the Cashier Float Operations for a specific shop is Disabled, then the Float operations must be carried out by an administrator who must come up to the PC used by the cashier and provide his username and Float PIN whenever transacting cash float from or to the till. | ||
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- In the Shop Manager authentication, | - In the Shop Manager authentication, | ||
- Lastly, Click **Submit** | - Lastly, Click **Submit** | ||
+ | |||
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A: Yes. Even though we highly recommend to use auto-generated PINs, you can also set-up your own PINs instead of clicking auto-generate button. Simply type in your wished PIN in the tab and click **✓** button. Please note that PINs must be from at least 4 to a maximum of 64 symbols. | A: Yes. Even though we highly recommend to use auto-generated PINs, you can also set-up your own PINs instead of clicking auto-generate button. Simply type in your wished PIN in the tab and click **✓** button. Please note that PINs must be from at least 4 to a maximum of 64 symbols. | ||
- | **Q: I've disabled the Cashier Float Operations, but the system gives me an error when I try to add the float through the Cashier' | + | **Q: I've disabled the Cashier Float Operations, but the system gives me an error when I try to add the float through the Cashier' |
A: First, try reloading the cashier' | A: First, try reloading the cashier' |