The use of staff initials in Retailer allows you to:
- Track and compare sales performance by staff member
- 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
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
- From the main screen of Retailer, go to Setup -> Point of Sale.
- Click on the Terminals tab.
- In the Terminals list, find the column labelled Staff
- To Enable the staff initials prompt, make sure this column is blank.
- 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.
- Once done, click Save and then Close.
Cancelling a Sale
- From the main screen of Retailer, go to Setup -> System.
- Click on the Other tab.
- Tick/Untick Force staff initials when a sale is cancelled
- Click Save and then Close.
Customer Screen
Prompt when Making a Customer Payment, Deleting a Customer, etc
- From the main screen of Retailer, go to Setup -> System.
- Click on the Other tab.
- Tick/Untick Force staff Initials in Customer screen
- Click Save and then Close.
Invoice Arrivals
Prompt when editing an existing Invoice in Invoice Arrivals
- From the main screen of Retailer, go to Setup -> System.
- Click on the Stock tab.
- Tick/Untick Prompt for Staff Code when editing Invoice Arrivals
- Click Save and then Close.
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