Exchange Approval & Security PIN
Who Can Approve
Exchange permissions follow the same trust model as refunds.
- Admin — completes exchanges instantly and can approve others'.
- Manager — completes exchanges instantly and can approve others'.
- Cashier — can start an exchange; it waits for approval before anything is applied.
- Technician — cannot perform exchanges.
Approving with a Security PIN
The security PIN lets a manager approve a cashier's exchange right at the counter, without switching devices.
- 1The cashier builds the exchange and confirms it — a 'Waiting for approval' popup appears.
- 2An Admin or Manager enters their security PIN directly in that popup.
- 3Fixmo verifies the PIN belongs to an Admin or Manager in your shop and applies the exchange immediately.
- 4The exchange records who approved it and that it was approved via PIN.
Keep your security PIN private. Anyone who knows it can approve exchanges in your name. You can change or remove it any time from your profile.
Approving from Your Own Account
Approvers do not have to be at the counter. From the exchange (or its notification), an Admin or Manager can Approve or Reject from their own device. The cashier's pending popup updates automatically within a couple of seconds — completing the exchange on approval, or closing it on rejection.
Frequently Asked Questions
Why does my exchange say 'Pending approval'?+
How does the security PIN approval work?+
What happens on the cashier's screen when an approver responds?+
Who can set a security PIN?+
Related Articles
Exchanging an Item on a Sale
Swap an item on an already-paid sale for a different one in a single step. Fixmo returns the original item to stock, charges or refunds the price difference, and keeps your original sale and invoice intact.
Read articleSetting Your Security PIN
Set a numeric security PIN on your Fixmo profile so you can approve exchanges directly on a cashier's screen. Choose a 4-digit or 6-digit code, change it, or remove it any time.
Read articleRefund Approval Workflow
Understand the refund approval process in Fixmo — from creation to approval or rejection, and final processing. Includes role permissions, the Admin shortcut, and the detail page timeline.
Read article