> For the complete documentation index, see [llms.txt](https://docs.in8sync.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.in8sync.com/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow.md). # Cashier Workflow The Cashier workflow — what it is, the typical module structure, where the locked positions sit, and how to publish + customise it. 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. ## What ships in the template The **Cashier - Default** template is not a starter skeleton — it arrives with a full set of pages already built, covering selling, quoting, refunds, stock movement, customers, support and end-of-day reporting. Positions 1, 2 and 3 are **locked**: Dashboard, Header Navigation and Sidebar Navigation always sit there. Everything after that is yours to reorder, hide or delete. | Group | Pages | | ----------------------- | ------------------------------------------------------------------------------------------ | | **Fixed frame** | Dashboard, Header Navigation, Sidebar Navigation | | **Selling** | Default Catalog, Catalog, Place Order, Payment, Edit Sales Order, Create Refund | | **Quotes** | New Quote, Edit Quote, Convert Quote, Quotes List, Estimate View | | **Looking things up** | Transactions List, Transaction View, Invoices, Saved Orders | | **Stock movement** | Purchase orders, transfer orders, receiving and fulfillment | | **Customers & support** | Customers List, Customer View, Create Customer, support cases | | **Store operations** | EOD Reports, Reports, Inventory Counts, products, gift cards, warranty, loyalty, wish list | Setting the Cashier workflow up is mostly a matter of deciding what to keep. Two companion pages go through it in detail: * [Pages Included](/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-pages.md) — every page, what it's for, and which ones ship empty. * [Components on Each Page](/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-components.md) — what's built onto each page and what each part does. {% hint style="warning" %} Ten of the pages arrive named but blank — Create Customer, Create Support Case, Inventory Counts, Product List, Products View/Edit, Gift Cards, Warranty, Loyalty Rewards, Saved Orders and Wish List. Build them in the Page Builder or hide them before you publish, or your cashiers will click into empty screens. {% endhint %} ## 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 ![A Cashier workflow open on the Workflow tab, showing module cards with position badges on the three locked modules and drag handles on the rest](https://229581143-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAG04Mxmhw6PLRAZBvhtK%2Fuploads%2Fgit-blob-ebf5d7b52b396685cf1c71d4323af51e2ce755db%2Fworkflow-editor.png?alt=media) {% hint style="info" %} The workflow above is a customised example, not the shipped **Cashier - Default** template — its module list is much shorter. Use it to read the card layout, not the page list. {% endhint %} 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. ## The screens that matter most ### Place Order The primary transaction screen, and where cashiers spend most of their time. They scan or search items, pick a customer, apply discounts and take payment. ### Payment Takes money against an order that already exists — useful for customers paying off a balance. Pair it with the **Invoices** page so staff can find what's owed. ### EOD Reports End-of-day reconciliation. Shows cash in, card payments and any drawer discrepancy. Cashiers run this at the end of each shift. ### Create Refund Finds the original sale, lets the cashier pick what's coming back, and returns the money against the till. ### Convert Quote Loads an accepted quote into the register as an order. Keep it if your staff quote before they sell; delete the whole quotes group if they don't. For everything else, see [Pages Included](/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow/cashier-workflow-pages.md). ## 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/give-user-access.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
Pages IncludedEvery page in the template and what it's for.Pages Included
Components on Each PageWhat's built onto each page and what each part does.Components on Each Page
Store Manager WorkflowThe supervisor variant — more reports, PIN override authority.Store Manager Workflow
Default WorkflowsHow default templates work and how to clone them.Default Workflows
Module TypesReference for every module type used in this workflow.Module Types
POS Overview (User)What the cashier sees from their side.Point of Sale (POS)
Customer Hold RulesUnderstand how hold/approval rules affect POS orders.Customer Hold Rules