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Overview
In Core, you can control whether Business Users can add new Point of Sale (POS) items or are limited to editing existing inventory only. This permission setting allows businesses to delegate everyday POS updates while restricting access to inventory expansion, ensuring tighter control over product listings and inventory accuracy.
This article walks you through setting these permissions using Team Access Settings.
Prerequisites
- Admin access to Team Settings
- POS Inventory permissions must be assigned through Administrator Type access
Tip: This is especially useful for businesses with multiple team members managing sales, but where inventory additions should be limited to managers or owners.
Step-by-Step Instructions
Step 1: Log in to Core
Head to core.hapana.com and sign in with your admin credentials.
Step 2: Go to Team Settings
From the dashboard:
- Click on your profile initials in the top-right corner.
- Select Team Settings.
Step 3: Open Administrator Access Tab
- Click Team Access Group
- Choose the desired Administrator Type role (e.g., Business User).
- Click on the Access tab.
- Scroll to find the POS Inventory section.
Step 4: Toggle POS Creation Permission
- You’ll see a secondary toggle to control the ability to Create New POS Items.
- Set the toggle to:
- ON – Allows the user to both create and edit POS items.
- OFF – Prevents the user from creating new items but still allows editing existing ones and adding variables.
Tip: When disabled, the Create New button will disappear from the POS interface for that user role.
Expected Outcome
Once configured, business users with restricted access will:
- Still be able to update or edit existing POS inventory items
- Be unable to create new POS items or product listings
This ensures your product catalog stays controlled while allowing flexibility in item management.
FAQs
Q: What happens to users who already had permission to add POS items?
The toggle defaults to ON for all roles to maintain current functionality. Admins must manually turn it OFF to restrict access.
Q: Can users still add new variables to existing POS items?
Yes. Even with creation restricted, users can add variables (e.g., sizes or colors) to existing products.
Q: Will this impact access to sales or POS reporting?
No. This setting only affects the ability to create new POS items. Reporting and sales functions remain unaffected.
Need help?
Reach out to our support team via [email protected]
