Clerk Programming:
Select the Clerks menu option to view the Clerk Programming screen.
This screen shows a list of all the Clerks and the following information can be edited.
To add a new clerk simply find a clerk number that is not being used and click on the red clerk number button to view the Clerk Details Programming screen.
FIELD | DETAILS |
Number | The clerk number |
Descriptor | The clerk name - this appears on receipts, reports, sales screen |
iButton Number | If a clerk has been assigned an iButton fob, this is the unique number that is encoded in that iButton. iButtons are assiged to a clerk on the POS terminal via the Manager Functions menu option:
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Secret Number | This is the code (upto 4 digit) that a clerk uses to sign in to the EPoS software. |
NI Number | A text field that can be used to record the clerks National Insurance Number |
Clerk Details Programming:
Level Defaults:
Field | Details |
Default Menu Level | Set the menu level that appears when the clerk signs in. |
Default Price Level | If there is more than one price level, you can select the price level used for the clerk. |
Default Floorplan Level | If there is more than one floorplan level, you can select the floorplan level that is first displayed for the clerk. |
Commision:
Up to 4 % commission rates can be set for each clerk.
This can be used to calculate a commission value based on sales of certain products that are flagged for a commission rate.
Allowed Functions:
Tick the POS functions that this clerk is allowed to do.
Un tick the POS functions that this clerk is not allowed to do.
Allowed Modes:
To allow access to a mode tick the appropriate box.
To remove access to a mode un tick the appropriate box.
Field | Details |
Reg Mode | This is the SALES MODE on the POS main menu. This allows clerks to make sales. |
Refund Mode | This is the REFUND MODE on the POS main menu. This allows clerks to make refunds. |
X Mode | This is the END OF DAY - X Reports. Taking these reports does NOT reset sales. |
Z Mode | This is the END OF DAY - Z Reports. Taking these reports DOES reset sales. |
Manager Functions | This is the MANAGER MODE on the POS main menu. Only clerks that have this ticked can access the MANAGER MODE screen. |
Employee Job:
These options relate to clock in functionality, if time & attendance is being used.
Clerk Pay:
These options relate to clock in / out functionality and are used to calculate pay based on time worked and hourly rate.
Clerk Control:
Field | Details |
Use 2nd Drawer? |
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Clerk is manager? |
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Clerk is trainee? | Training clerks sales do NOT affect the sales reports |
Allowed to open clerks checks? |
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Allowed to correct items from checks? |
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Defaults to floor plan at sign on? |
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Last item error correct only? |
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Compulsory order number entry |
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Compulsory number of covers entry |
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Compulsory check number |
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Compulsory customer? |
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Prompt for customer number |
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Prompt for Eat In/Take Out |
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Sign off clerk at close of sale? |
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Non Turnover? (TMS/PLU sales only) |