# Cashier Workflow

The **Cashier** workflow is the most common Employee workflow — designed for in-store staff who process sales at a POS register. It ships as a default workflow you can publish as-is or clone and customise.

## When you'd assign this workflow

For employees who:

* Operate a POS register.
* Process sales, returns, and payments.
* Look up products from the catalog during a transaction.
* Run end-of-day reconciliation reports for their register.

For supervisors who oversee cashiers and need broader reporting access, see [Store Manager Workflow](/client-admin-guide/workflow-builder-overview/workflow-examples/store-manager-workflow.md) instead.

## Typical module structure

A typical Cashier workflow looks like this. Positions 1, 2, and 3 are **locked** — Dashboard, Header Navigation, and Sidebar Navigation always sit there. Everything else is reorderable.

| Position | Module                 | Type               | Purpose                                     |
| -------- | ---------------------- | ------------------ | ------------------------------------------- |
| 1        | **Dashboard**          | Dashboard          | Cashier's landing screen on login           |
| 2        | **Header Navigation**  | Header Navigation  | Top bar with logo and session controls      |
| 3        | **Sidebar Navigation** | Sidebar Navigation | Left sidebar nav                            |
| 4        | **Place Order**        | Order Form         | Primary POS transaction screen              |
| 5        | **Pay Invoice**        | Order Form         | Look up an open invoice and collect payment |
| 6        | **Catalog**            | Catalog            | Full product browse                         |
| 7        | **EOD Reports**        | Page               | End-of-day cash reconciliation              |
| 8        | **Customers List**     | Page               | Search existing customers                   |
| 9        | **Create Customer**    | Page               | Inline customer creation during a sale      |

Your real workflow may add Estimates, Support cases, secondary order forms, or custom dialogs depending on your setup.

## Open the workflow

Click **Workflow Builder** in the sidebar, find the workflow row under the Employee group, click its row to open the editor. The page header reads *Employee – Cashier – {Label}*. You'll see two tabs: **Workflow** (modules) and **Settings**.

## What each card on the Workflow tab shows

For every module:

* **Type-specific icon** with a colour gradient.
* The module's **title** (clickable — opens the Page Builder).
* **Description** below the title.
* **Type** label and **page ID** in the small print.
* A **drag handle** (⋮⋮) on the right for reorderable modules, or a **position badge** (#1 / #2 / #3) for the locked positions.
* A **Cog icon** (settings — opens the Page Builder), a **Copy icon** (duplicate the module), and a **Trash icon** (delete).

Click anywhere on the card — icon, title, description, or the gear — to open that module in the Page Builder.

To add a new module, click **+ Module** in the top-right.

## Key screens explained

### Place Order

The primary transaction screen. The cashier scans or searches items, picks a customer, applies discounts, processes payment. This is where cashiers spend most of their time.

### Pay Invoice

Looks up an existing open invoice and collects payment against it — useful for customers paying off account balances.

### EOD Reports

End-of-day reconciliation. Shows total cash in, card payments, and any drawer discrepancies. Cashiers typically run this at the end of each shift.

### Create Customer / Customers List

Cashiers can search for existing customers or create a new customer record without leaving the POS workflow. The new customer is automatically associated with the in-progress transaction.

## Publish the workflow

Default workflows ship as **Draft**. To make them live:

{% stepper %}
{% step %}

### Open Workflow Builder

Click **Workflow Builder** in the sidebar.
{% endstep %}

{% step %}

### Find the Cashier row

Look in the Employee group. The Default badge marks default workflows.
{% endstep %}

{% step %}

### Click Publish

Status flips to **Published** immediately. Any user with the Cashier role sees it on next login.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Only one Published workflow per role at a time. Publishing a new version auto-sets the previous one to Draft.
{% endhint %}

## Customise the workflow

Common edits:

* **Remove modules** — drop Estimates or Support if your cashiers don't use them.
* **Reorder** — drag any module except the three locked ones.
* **Add a custom page** — use a *Page* module for a branded landing, training notes, or manager-approval screen.
* **Restrict catalog access** — point the Catalog module at a specific catalog or filter to certain categories.

For the broader walkthrough see [Creating Custom Workflows](/client-admin-guide/workflow-builder-overview/creating-custom-workflows.md).

## Assign the workflow to users

In **User Management**, find each cashier and edit their row to set Role = *Cashier* and Entity Type = *Employee*. Save. They see the workflow on next login.

For first-time provisioning of a new cashier, use **Give User Access**. See [Give User Access](/client-admin-guide/managing-users/creating-users.md).

## Common issues

* **A new cashier sees an empty portal** — the workflow isn't Published. Check the Workflows page.
* **A cashier sees the wrong portal** — wrong role on their user record. Edit them in User Management.
* **Modules appear in the wrong order** — Dashboard / Header Nav / Sidebar Nav are locked at positions 1–3. Drag the others to where you want them, then save.
* **End-of-day numbers don't match physical drawer** — that's a NetSuite-side reconciliation issue; check register and payment configuration with your NetSuite Admin.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Store Manager Workflow</strong></td><td>The supervisor variant — more reports, PIN override authority.</td><td><a href="/pages/Fhh7ecdH555llxkzONqy">/pages/Fhh7ecdH555llxkzONqy</a></td></tr><tr><td><strong>Default Workflows</strong></td><td>How default templates work and how to clone them.</td><td><a href="/pages/915kEe2q94XDpqET4tRn">/pages/915kEe2q94XDpqET4tRn</a></td></tr><tr><td><strong>Module Types</strong></td><td>Reference for every module type used in this workflow.</td><td><a href="/pages/g2JG7KMppsgCgHq9QDJ3">/pages/g2JG7KMppsgCgHq9QDJ3</a></td></tr><tr><td><strong>POS Overview (User)</strong></td><td>What the cashier sees from their side.</td><td><a href="/pages/kYGmCu3qx0TfsqNZ8hRM">/pages/kYGmCu3qx0TfsqNZ8hRM</a></td></tr></tbody></table>


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