IDI version 26.8 is now available.  Click here for details: IDI Updates.

Setup Requirements

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POS Locations and registers, including Register Policies, must be configured in the IDI Desktop Client with users assigned for them to have the ability to assign themselves to registers in the Orders web module. Refer to the IDI Desktop Client Online help for details. In addition, there is a setting for enforcing register management related to this functionality as described in Setup.

In addition, there is a Manage Registers permission in the Security web module that comes with the Orders Admin and Orders Manager roles and grants access to:

  • See all registers you are authorized to manage and use on the My Registers view. Authorized means all registers at POS Locations where you are an authorized user. Without this permission you are only able to see registers that match your Username.

  • Edit registers – This lets managers edit the current Username and Machine Name to make the register available for another user.

  • See current tender amounts, expected tender amounts, and over/short amounts on register reconciliation, regardless of the corresponding Register Policy setting.

  • Override out of variance restrictions (as set in Register Policy) on reconciliation.

  • Bypass forced reconcile when this is set in the Register Policy.