Transformity 6oe391llun

Drinks POS Help

Open the top left menu and select Transactions to see your open transactions.

This will let you see the transactions for the register you are logged into. If you are in the back office, it will be for all registers. You will be able to see various details about the shift's transactions, drawer movements, and payment types.

Open Transactions

Click on "Reports" -> "Transaction History" (You can also click on "Transactions" to view 

Click on the transaction you want to view after selecting the appropriate filters

The options available on a transaction are on the bottom right.

Link Customer - allows you to link a loyalty customer account to the transaction

Refund - refunds the transaction; these can be partial

Related transactions - appears if a transaction has been voided and allows you to view the original transaction

Viewing Transaction

The first thing to know about adding users is that each user will need a specific role. Roles will give users different abilities within your system, so it is very important to select the right role. 

: This should be the business owner, it has all permissions

: This role should be assigned to the email address you'll use permanently at the register

: This should be for someone, other than the owner, who will be managing the system and permissions

: This is meant for a store manager. It has a few limitations, compared to Admin and Owner, but has more permissions than Cashier

: This role has basic permissions like ringing up transactions, etc

Roles have been set up with the most common permissions for them as a default, but you can edit them to fit your needs. You are able to create custom roles, but clicking "Create Role" and modifying as you need.

You can see and manage the list of roles for your store and their permissions 

, or by logging in, selecting "Settings" from the dropdown menu on the upper left corner, and clicking on "Roles" from the stationary menu on the left of the page.

To manage users, click on the dropdown menu on the upper left corner and select "Settings."

This will open the back office settings page, which will have a stationary menu on the left. Select "Users." -->

" page, where you can add users, assign roles, and delete profiles

The first user on the list will be the store owner, listed as Account Admin (added by transformity before you log in for the first time). 

user. This user will be permanently logged in and allow sub-users (cashiers) to log in. This email address should be different from that of the owner's.

After this, you can add admins, managers, and cashiers. Below is a general list of steps of how to add any users.

Click the "+ Add User" blue button. This will open
a pop-up window requesting information.

: This should be the users first and last. If you are creating cashiers, note that the first name will appear on receipts.


: Personal email for admin/manager and a variation of POS_REGISTER for cashiers.

: Choose 4 digits that your users will use when logging as themselves into the register.

 Your cashiers don't have to provide a personal email address, if they don't need to access your system remotely or from a personal device. You can simply input a variation of the email address you are using for the POS_REGISTER users, by adding a + symbol and a differentiator.

For example, if your POS_REGISTER user was created under "

," you could create your cashiers under "beststore

And of course, let us know if you have any questions!

Account Users

When a holiday approaches, it is extra important to make sure the store is ready and that you have all the necessary tools to succeed while using your Drinks POS. 

Below is a checklist for you and/or your store managers:

All of your registers are up and running with

If you have questions about anything on this list, please contact us right away so we can help you get ready.

Store Management

Open Transactions

Viewing Transaction

Account Users

Pre-Holiday Checklist