Knowledgebase
Add/Modify Clerks
How to create new clerks & modify existing clerks in the IdealPOS System.
Adding NEW or Modifying Existing Clerks
1. Go to Setup
2. Select Clerks
3a. To add a NEW Clerk, Click Add
3b. To modify existing clerk, Highlight existing Clerk & Click Modify
4. Fill in relevant information (Name & Login Code are compulsory)
Advanced setup options are:
Use POS - You can lock a Clerk to a specific POS Terminal or range by entering the POS numbers.
Use Drawer 2 - Tick this to lock the clerk to Drawer 2.
Default Price Level - Selects a default Price level for the clerk to sell Stock Items.
User Link - Is a way of quickly locking clerk permissions out. This is the recommended way to lock clerk permissions down. See Users article
Permissions - Enables you to untick/tick permissions the clerk has in the IdealPOS System.
Employee Details - Tick Use Employee log to record clerk work times. See Employee Log Article
Adding NEW or Modifying Existing Clerks
1. Go to Setup
2. Select Clerks
3a. To add a NEW Clerk, Click Add
3b. To modify existing clerk, Highlight existing Clerk & Click Modify
4. Fill in relevant information (Name & Login Code are compulsory)
Advanced setup options are:
Use POS - You can lock a Clerk to a specific POS Terminal or range by entering the POS numbers.
Use Drawer 2 - Tick this to lock the clerk to Drawer 2.
Default Price Level - Selects a default Price level for the clerk to sell Stock Items.
User Link - Is a way of quickly locking clerk permissions out. This is the recommended way to lock clerk permissions down. See Users article
Permissions - Enables you to untick/tick permissions the clerk has in the IdealPOS System.
Employee Details - Tick Use Employee log to record clerk work times. See Employee Log Article
Point of Sale Systems
