# Owner mode

> Follow sales, profit and reports from the Desktop app, and choose whether the Owner also works the cashier.

Source: https://docs.bakasir.com/en/docs/desktop/owner-mode

Video tutorial (2:12): [Desktop: Owner mode with the Dashboard and reports](https://media.bakasir.com/bakasir-media/docs-video/desktop-owner-mode/desktop-owner-mode.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/desktop-owner-mode/desktop-owner-mode.en.vtt



Owners and Managers can read their business numbers right inside the Desktop app, with **Dashboard**, **Analytics** and **Reports**. This tutorial sets the Owner up as a viewer only, which is the "owner mode", and shows how to read each screen. It takes about 4 minutes.

## Two ways to use the app as an Owner

The Portal setting **Allow Owner to operate the cashier?** decides what the Owner sees after signing in. It applies to the Desktop and Android apps together.

- **On (the default):** the Owner gets the normal cashier home, with Sales, Cash and the POS, plus the **Dashboard**, **Analytics** and **Reports** tiles. Managers always get those same three tiles.
- **Off:** the Owner gets an owner home, built around the Dashboard, with only **Dashboard**, **Analytics**, **Reports**, **Notifications** and **Settings**. The POS, Sales and Cash tiles are not shown.

Staff never see Dashboard, Analytics or Reports.

## Before you start

- You are the **Owner** of the business, and the Desktop app is paired to a terminal. See [Install and activate](https://docs.bakasir.com/en/docs/desktop/install-and-activate.md).
- You have an **operator PIN**. You can set it in the Portal under **Settings → Business → Native app operator PINs** or under **Staff → Staff List**.

## Steps




### Open the terminal settings in the Portal

In the Business Portal, open **Settings → Business** and find the **Owner on the native apps** panel.




### Turn off the Owner cashier

Switch off **Allow Owner to operate the cashier?** The change is saved at once. The apps notice it within about a minute.




### Set your operator PIN

In **Native app operator PINs**, choose your name under **Operator**, type a PIN of 6 to 12 digits in **Operator PIN** and click **Save PIN**.




### Sign in on the Desktop app

On the **Cashier sign in** screen, type your PIN. The owner home opens with a greeting and three tabs: **Dashboard**, **Analytics** and **Reports**.




### Read the Dashboard

Pick a period at the top: **Today**, **Yesterday**, **7 days**, **30 days**, **This month**, **Last month** or **Custom**, and an outlet or **All outlets**. You see sales, profit, transactions and average sale with the change against the last period, a sales trend compared with the **Last period**, the profit margin, **Payment methods**, **Peak hours**, **Sales mix**, **Top products**, **Low stock**, **Activity** and the current **Shift**.




### Open Analytics

Click **Analytics** for **Store performance**, **Cash flow**, **Profit & loss**, **Inventory turnover** and **Insights**. Inventory turnover and Insights are marked **(locked)** until their plugins are active.




### Open Reports

Click **Reports** for **Z-report**, **Sales**, **Products**, **Brands**, **Categories**, **Cash registers**, **Refunds & returns**, **Inventory**, **Customers** and **Staff**. Choose a report tab, then narrow it with the period, outlet, category or search box.




## Reading tables

Report tables show the first 300 rows. The **Totals** row always adds up every row, not only the visible ones. Wide tables scroll sideways. Dashboard and report numbers use the date, number and currency formats from **Settings → System** in the Portal.

## Going back to the cashier

Switch **Allow Owner to operate the cashier?** back on in the Portal. After about a minute the Owner home becomes the normal cashier home. If you are on a module at that moment, it changes when you return to Home.

## Notifications and settings

The bell opens **Notifications**, where you can approve or reject requests from cashiers. Your name at the top right opens the menu with **Lock screen (Ctrl+L)**, **Settings**, **Sign out of checkout** and **Exit app**.

## Tips

- **Locked reports.** Inventory turnover and Insights need their plugins. See [Extensions](https://docs.bakasir.com/en/docs/commerce/extensions.md).
- **Same numbers as the Portal.** The Desktop reads the same reports as the Portal, see [Reports](https://docs.bakasir.com/en/docs/portal/reports.md) and [Dashboard](https://docs.bakasir.com/en/docs/portal/dashboard.md).
- **Managers.** A Manager does not need this setting. They already have the three tiles beside the cashier tiles.

## Next steps

- [Reports in the Portal](https://docs.bakasir.com/en/docs/portal/reports.md)
- [Team: staff, roles and PINs](https://docs.bakasir.com/en/docs/portal/team.md)
- [Settings](https://docs.bakasir.com/en/docs/desktop/settings.md)