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Implement features using administration parameters

Understand features that can be implemented on the InStore colleague app by configuring administration parameters in the InStore Center.

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Use administration parameters to implementcertain features in the InStore colleague app. This topic describes several features that can be implemented by configuring parameters.

Manager override

Store policies may require heightened permissions to perform certain activities, such as approving a discount, processing an unreceipted return, or performing a cash-out. For a list of permissions that InStore supports, see Store role permissions.

InStore provides multiple ways for a person in a role with greater permissions, such as a manager, to step in and perform these actions. A prerequisite is to make sure managers have the necessary permission in their roles.

Fast user switching at a single workstation

Fast user switching allows one user to quickly log in or out of a workstation, so that actions can be taken with user accountability.

Prerequisite for fast user switching

You must associate a four-digit PIN with each user's login, which maintained separately from InStore.

Set up and use fast user switching

  1. In the InStore Center, set the Enable_Soft_Login_with_PIN parameter to true.
  2. Optionally, but recommended, set Mask_Soft_Login_PIN to true.
  3. Assign the parameter set that has these settings to the Location or Workstation where the actions will be performed.
  4. In the InStore colleague app and while the cart is displayed, select Switch User on the navigation menu, which sign offs off the store associate and opens the soft-login screen.
  5. The store manager enters their PIN and takes the required action on the cart.
  6. The store manager selects Switch User to sign off into soft-login mode.
  7. The store associate enters their PIN and completes the transaction.

Alternative to fast user switching

Manager override can also be accomplished by having the store associate perform a full logout and the manager perform a full login. The cart is retained by the workstation. This option takes a longer but does not require users to have a PIN.

Suspend Cart and Resume Cart

An option for accomplishing manual override is to use Suspend Cart and Resume Cart functionality. This option allows the store associate and the manager to use either separate workstations or the same workstation within a location.

Implement Suspend Cart and Resume Cart

Use Suspend Cart to place a cart on hold while other carts are processed or so that another user can process it. For example, you can use this during:

  • A manager override, which is when a cart is suspended so that a manager can pick it up to perform a restricted action.
  • Line busting, which is when an associate with a mobile device moves down a line of waiting customers to prepare their carts before checkout.
  • Customer unavailability, which is when a cart has been prepared but the customer is not ready to complete the transaction, for example due to forgotten wallet, visit to the restroom, or other unforeseen situation.

Prerequisites for Suspend Cart and Resume Cart

Suspend and Resume functionality is available only if the retailer has requested it from the InStore support team.
Users must have a role with permissions that allow them to suspend carts, resume carts, or both.
You must resume a suspended cart within a time limit, often the same business day when the cart was suspended. If that time limit is too restrictive and if the cart is for a known customer, consider saving the cart as a wishlist instead.

Set up and use Suspend cart and Resume cart

  1. In the InStore Center, set the Allow_Suspend_Cart parameter to true.
  2. Set Allow_Resume_Cart to true.
  3. Assign the parameter set that has these settings to the Location or Workstation where the actions will be performed.
  4. In the InStore colleague app and while the cart is displayed, select Suspend Cart on the cart menu, complete the dialog by assigning an ID, and save the data. The workstation is available to process the next cart.
  5. The store manager logs in to the same workstation or a different workstation and selects Resume Cart on the navigation menu. Search to find the ID for the cart and retrieve it to populate the cart page.

Cash count display

Cash counts are a capability of the InStore Cash Management component. InStore colleague app users with the appropriate CashManagement permissions in their role can perform cash drawer or safe counts when necessary. You usually perform counts to close the business day, move excess cash from cash registers, or prepare a bank deposit.
The float (which is set by the Drawer_Reserve_Amount and Safe_Reserve_Amount parameters) is automatically deducted from the count. The user is instructed onscreen how much cash to include in the transfer or deposit.

Because cash movement involves risk, InStore lets you control what users can see during this process.

Detail and Summary options

The parameter that specifies a Detail or Summary count controls whether the user must enter a denomination count or a total during a cash count.

To count the quantity of each denomination of bill and coin in the cash repository:

  1. In the InStore Center, create or edit a parameter set to include the Summary_or_Detail_Count parameter.
  2. Set the parameter to detail.
  3. Assign the parameter set that has these settings to the Location or Workstation where counts will be performed.
  4. In the colleague app, perform a Cash Count, Safe Deposit, or Bank Deposit. InStore tracks and displays the running total. The receipt will show each denomination's total.

To enter the total counted currency amount in the cash repository:

  1. In the InStore Center, create or edit a parameter set to include the Summary_or_Detail_Count parameter.
  2. Set the parameter to summary.
  3. Assign the parameter set that has these settings to the Location or Workstation where counts will be performed.
  4. In the colleague app, perform a Cash Count, Safe Deposit, or Bank Deposit.

Blind Count option

The parameter that specifies a "Blind" count controls the display of Expected Total field and the Over/Under Amount (discrepancy amount) during the cash count. Hiding these fields can lower the opportunity for fraud.

To hide the cash repository's expected total and over/short discrepancy from the user during counts:

  1. In the InStore Center, create or edit a parameter set to include the Blind_Count parameter.
  2. Set the parameter to true.
  3. Assign the parameter set that has these settings to the Location or Workstation where counts will be performed.
  4. In the colleague app, perform a Cash Count, Safe Deposit, or Bank Deposit.
  5. View the Cash Count Audit feature in the InStore Center to see the discrepancy, if any.

To show all information about the count to the user:

  1. In the InStore Center, create or edit a parameter set to include the Blind_Count parameter.
  2. Set the parameter to false.
  3. Assign the parameter set that has these settings to the Location or Workstation where counts will be performed.
  4. In the InStore colleague app, perform a Cash Count, Safe Deposit, or Bank Deposit.