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POS Button Types - Personnel Functions

This page describes the following POS Button Types in POS Invoices:
  • Bagger Search

  • Change User

  • Sales Assistant

  • Select Salesman

  • Supervisor Search
Please refer here for an index of all POS Button Types.

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Bagger Search

Function
Changes the Bagger in a POS Invoice.

Requirements
You can optionally list Baggers in the Baggers setting, although the cashier can choose a Bagger not listed in that setting.

Workflow
  1. Click or touch the "Bagger Search" button.

  2. The 'Enter Bagger' window appears:

  3. Choose a Bagger using 'Paste Special, enter their Signature using the keypad or scan their ID card.

    'Paste Special' will list the Persons and Global Users listed in the Baggers setting.

    You can choose a Bagger that is not listed in the Baggers setting or even one that does not have a record in the Person or Global User registers.

  4. Click or touch [Proceed] to choose the new Bagger or [Cancel] to retain the previous one.
Notes
The Bagger is the person who packs a Customer's Items into bags or boxes after they have been scanned by the cashier. If you need the Bagger to be shown in the POS Invoice window, select the Show Bagger on POS Invoice option in the Local Machine setting on each till and cash machine.

When you use the "Bagger Search" button to change the Bagger, the new Bagger will be saved in the Local Machine setting (Bagger field). If you need this Bagger to be used in each new POS Invoice until you change to a different Bagger, select the Default Bagger and Supervisor on POS Invoice option, also in the Local Machine setting. If you do not select this option, no Bagger will be assigned to a new POS Invoice until the cashier selects one.

If you need to calculate bonuses for Baggers, use the POS Bonus report. To be included in the POS Bonus report, a Bagger must have a record in the Person register and the cashier must have identified them by Signature.

Change User

Function
Allows a new cashier to log in.

Workflow
  1. Click or touch the "Change User" button.

  2. The POS Invoice that is currently on screen will be saved and closed, you will be logged out and the 'Login' window will be opened, ready for the next cashier.

  3. After the next cashier has logged in, the saved POS Invoice will be re-opened, ready for the next cashier to continue working. The Salesman in the POS Invoice will be changed to the new cashier.
Note
By default, every cashier will be able to use the "Change User" button to log out and to leave the 'Login' window on screen waiting for the next cashier. If you want to prevent particular cashiers from using the "Change User" button, assign them to an Access Group in which you have denied access to the 'Logout on Touch Screen Invoice' Action.

Sales Assistant

Function
Adds a line to a POS Invoice acknowledging the help of a Sales Assistant. Used when a Sales Assistant helps a Customer to choose an Item.

Workflow
  1. Before adding or scanning the Item for which the Sales Assistant is to be credited, click or touch the "Sales Assistant" button.

  2. The 'Sales Assistant' window will appear:

  3. Choose a Sales Assistant using 'Paste Special, enter their Signature using the keypad or scan their ID card.

    'Paste Special' will list Persons and Global Users.

    You can choose a Sales Assistant that does not have a record in the Person or Global User registers.

  4. Click or touch [Proceed] to add the Sales Assistant's name to the POS Invoice, or click [Cancel] to leave the POS Invoice unchanged.

  5. Add or scan the Item for which the Sales Assistant is to be credited.
Notes
A line will be added to the POS Invoice below the last Item, containing the text "Assisted by: " and the Signature or name of the Sales Assistant (as chosen by the cashier).

If you need to calculate bonuses for Sales Assistants, use the POS Bonus report. To be included in the POS Bonus report, a Sales Assistant must have a record in the Person register and the cashier must have identified them by Signature. A Sales Assistant will be given a bonus for every Item under the row containing their Signature in a POS Invoice, but not for Items above that row. Only one Sales Assistant can receive a bonus from a particular POS Invoice.

Equivalent POS Command
Sales Assistant

Select Salesman

Function
Adds a Salesman to a POS Invoice.

Workflow
  1. Click or touch the "Select Salesman" button.

  2. The 'Enter Salesman' window will appear:

  3. Enter the Signature of the Salesman, using 'Paste Special' if necessary, or scan their ID card. The Salesman must have their own record in the Person or Global User registers.

  4. Click or touch [Proceed] to add the Salesman to the POS Invoice, or click [Cancel] to leave the POS Invoice unchanged.
Note
The default Salesman in a POS Invoice will be the current user (i.e. the cashier). If a cashier used the "Change User" button to log out, the POS Invoice that was on screen will be saved (even if, as is likely, it is an empty Invoice). When the next cashier logs in, the same POS Invoice will be opened, with the new cashier as Salesman.

The "Salesman" button changes the Salesman field in a POS Invoice, while the "Sales Assistant" button adds a row to a Invoice that credits the Sales Assistant.

If you need to calculate bonuses for Salesmen (i.e. cashiers), use the POS Bonus report.

Supervisor Search

Function
Changes the Supervisor in a POS Invoice.

Requirements
Supervisors must be listed in the Supervisors setting in the Point of Sales module.

Workflow
  1. Click or touch the "Supervisor Search" button.

  2. A list of Supervisors will appear: click or touch the one that you need.
Note
You can specify a default Supervisor for each till and cash machine in the Local Machine setting (Supervisor field). If you need this Supervisor to be assigned to each new POS Invoice, select the Default Bagger and Supervisor on POS Invoice option, also in the Local Machine setting. If you do not select this option, no Supervisor will be assigned to new POS Invoices. When you use the "Supervisor Search" button to change the Supervisor, the new Supervisor will not be copied back to the Local Machine setting (i.e. the change will be for the individual POS Invoice only).
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Configuring the POS Invoice Window: