Staff Initials

Staff Initials

The use of staff initials in Retailer allows you to:
  1. Track and compare sales performance by staff member
  2. Track sale cancellations and deletions.
If you are wondering "How do I stop sales asking for Staff initials?" or wish to stop the Staff Initials prompt, See Below

Adding Staff Initials

The first step is to setup Staff Initials for each Staff Member. See How To Add A New Staff Member

We have a video guide on setting up staff members in Retailer 🎬 Setting Up Staff

Enabling / Disabling Staff Initials

Once all staff initials have been set up, you can set Retailer to prompt staff to enter their initials in order to perform various functions.

Ending a Sale / End of Shift

  1. From the main screen of Retailer, go to Setup ->  Point of Sale.
  2. Click on the Terminals tab.
  3. In the Terminals list, find the column labelled Staff
    1. To Enable the staff initials prompt, make sure this column is blank.
    2. To Disable the staff initials prompt, enter a set of staff initials here. Retailer will automatically use these initials for all sales on this terminal. Repeat this process for other terminals as needed.
  4. Once done, click Save and then Close.

Cancelling a Sale

  1. From the main screen of Retailer, go to Setup -> System.
  2. Click on the Other tab.
  3. Tick/Untick Force staff initials when a sale is cancelled
  4. Click Save and then Close.

Customer Screen

Prompt when Making a Customer Payment, Deleting a Customer, etc
  1. From the main screen of Retailer, go to Setup -> System.
  2. Click on the Other tab.
  3. Tick/Untick Force staff Initials in Customer screen
  4. Click Save and then Close.

Invoice Arrivals

Prompt when editing an existing Invoice in Invoice Arrivals
  1. From the main screen of Retailer, go to Setup -> System.
  2. Click on the Stock tab.
  3. Tick/Untick Prompt for Staff Code when editing Invoice Arrivals
  4. Click Save and then Close.

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