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 - ðŸŽ¬ 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.

    • Related Articles

    • Staff Logins

      The staff login feature can be used as an alternative to staff initials in situations where you have ONE staff member using the SAME terminal for their ENTIRE shift. All transactions will be logged as that staff member during the session. This advice ...

    • How To Add A New Staff Member

      We have a video guide on setting up staff members in Retailer - ? Setting Up Staff It is important to add staff members to Retailer. This will allow you to add them to the roster, allow them to finish sales with staff initials and keep track of all ...

    • Staff Roster

      Retailer’s Staff Roster allows you to use the system to allocate shifts to you staff and notify staff of their weekly roster by SMS, email or print. This feature requires staff initials to be set up first. Click HERE to learn more about creating ...

    • Printing Staff Cards

      Once staff initials have been created, these initials can be printed as a barcode that can be stuck onto a card or key fob. Generate Staff Barcodes On the top menu bar of Retailer, click on Setup -> General. Click on the Staff tab. Add or select the ...

    • Sales Target

      This feature allows you to set a sales target for everyday of the week. By setting a target, you set a goal for your staff to meet. You will be able to compare Actual Sales VS Sales Target from various screen and reports in Retailer. Setting Up Sale ...