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.
IdeaIf 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 set up Staff Initials for each Staff Member. See How To Add A New Staff Member

Info
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 â†’ System.
  2. Click on the Other tab.
  3. Tick or Untick Force staff initials when a sale is cancelled.
  4. Click Save and then Close.

Customer Screen

Prompt when Adding a Customer, 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 or 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 or Untick Prompt for Staff Code when editing Invoice Arrivals.
  4. Click Save and then Close.

Linking multiple staff initials to the same sale

Each item in a sale can have a different Staff Member assigned to it.
  1. After scanning the items into the Point of Sale screen, Press [Esc] on your keyboard.
  2. Select the item and press [Alt]+[B] on your keyboard.
  3. Select the Staff Member for this item.
  4. Click another Stock Item and select a Staff Member for any other items.
  5. Once finished, click Save.
  6. Finalise the sale.

Reporting on multiple staff initials

The following reports can be used to report on sales with multiple staff initials:
Sales Transaction Log: Both the overall Staff Initials assigned to the sale and the staff member assigned to individual items will appear.
Staff Sales By Department Report: Sale Amounts in this report appear under the staff member assigned to individual items if present, else the overall sale staff member.

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