# Store Manager Guide

This guide is for employees who oversee daily operations, manage staff, and monitor performance across one or more locations. As a Store Manager, you have access to everything a Cashier can do, plus reporting tools and the ability to approve override actions.

## Your Responsibilities in <code class="expression">space.vars.productName</code>

* Monitor real-time sales and system activity through reports
* Approve discounts, price overrides, and returns via PIN
* Process transactions when needed
* Review end-of-day reconciliation across all registers
* Manage or look up customer accounts

***

## Your Sidebar at a Glance

| Menu Item          | What It Does                                      |
| ------------------ | ------------------------------------------------- |
| **Dashboard**      | Landing screen with sales summary and quick links |
| **Place Order**    | Full POS transaction screen                       |
| **Pay Invoice**    | Collect payment on open invoices                  |
| **Reports**        | Sales, activity, and performance reports          |
| **EOD Reports**    | End-of-day reconciliation across all registers    |
| **Customers List** | Full customer directory with account history      |
| **Customer View**  | Detailed view of a single customer record         |
| **Estimates**      | Open quotes and conversion to orders              |
| **Catalog**        | Full product catalog                              |
| **Support**        | Log support cases                                 |

> Your sidebar may vary based on your admin's configuration.

***

## Monitoring Sales Activity

Use **Reports** to track activity during and after your shift:

* **Today's Sales** — running total of transactions, value, and payment mix
* **By Register** — compare performance across individual POS stations
* **By Cashier** — see transaction counts and totals per employee
* **Hourly Breakdown** — identify peak and slow periods

Check Reports at the start and middle of your shift, not just at close.

***

## Running End-of-Day Reconciliation

At close of business:

1. Go to **EOD Reports**
2. Select the date and location
3. Review the expected cash total (calculated from all cash transactions) vs the counted cash in each register
4. Record any variance in the notes field
5. Mark the report as complete

Unlike Cashiers who see only their own register, Store Managers can view EOD Reports for all registers at once. Use this to catch discrepancies before cashiers leave for the day.

See [Cash Drawer Management](/end-user-guide/pos-overview/cash-drawer.md) for more detail on the reconciliation process.

***

## Approving Overrides with Your PIN

When a Cashier triggers an action that requires manager approval, <code class="expression">space.vars.productName</code> prompts for a manager PIN. The Cashier's screen displays a PIN entry field — you enter your PIN directly on their device without logging them out.

Actions that typically require a PIN:

* Discounts above a set percentage
* Price overrides on individual line items
* Returns over a set value
* Opening the cash drawer without a sale

> Your PIN is set by your NetSuite Admin or Client Admin. If you have not been given one, contact your admin.

***

## Looking Up Customer Accounts

Use **Customers List** to search for any customer in the system:

1. Go to **Customers List**
2. Search by name, company, or email
3. Click a customer to open their **Customer View**
4. From Customer View you can see their order history, contact details, open invoices, and assigned price level

This is useful for resolving disputes, checking purchase history, or looking up account credit.

***

## Processing a Transaction as Manager

You process transactions the same way a Cashier does via **Place Order**. If you are stepping in to help during a busy period, you can process sales directly without needing to adjust any settings.

See [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md) if you need a refresher on the transaction flow.

***

## Related Pages

* [Cash Drawer Management](/end-user-guide/pos-overview/cash-drawer.md)
* [Common Transactions](/end-user-guide/pos-overview/common-transactions.md)
* [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md)
* [Order History](/end-user-guide/browsing-the-catalog/order-history.md)


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