This outlines How To Configure The Default POS Clerk in Back Office for Touch and TouchMini v2.
Subjects ▼
When Is It Used? ▲ ▼
Used when Clerks/Staff Members are not required login to Touch and/or a TouchMini v2 device, and hence a default Clerk ID is required so that all Orders/Sales can be assigned to the default Clerk ID.
What Are The Benefits? ▲ ▼
The benefits to Venues using this feature are:
- Casual or temporary Clerks/Staff Members can login using the Default POS Clerk and hence Venues do NOT need to create Clerk records in Back Office for each and every casual or temporary Clerk/Staff Member.
Notes...
The downside to this is that auditing and tracking of activities of individual casual or temporary Clerks/Staff Members is NOT possible, since multiple Clerks/Staff Members will be using the credentials of the one login, namely that of the Default POS Clerk.
- When logging in, is NOT required, then the Default POS Clerk configured below, can be used as the Default Clerk using a Touch terminal or TouchMini v2 device.
What Is Required? ▲ ▼
- swiftpos V10+
- swiftpos TouchMini App Version 2.63+
How To Configure The Default POS Clerk? ▲ ▼
Do as follows:
In Back Office ▲ ▼
Do as follows:
- Ensure a Clerk Group exists that has access to all Location Groups (Venues). For example, an All Venues Access. If one does NOT exist, refer to How To Create A Clerk Group for more information.
- Using the Venue Assignment button assign the new Group to the appropriate Location Groups (Venues).
- Ensure a Clerk Security Group exists that has the appropriate permissions to ensure POS Clerks/Staff Members are able to perform the appropriate POS related operations in Touch and TouchMini v2 successfully. For example, an POS Staff. If one does NOT exist, refer to How To Create A Clerk Security Group for more information.
- Create a Clerk record, preferably with an ID that is easy to remember. For example, 9999. Refer to How To Create A Clerk for more information. Ensure the newly created Clerk record:
- Has an appropriate name. For example, Default POS Clerk.
- Has the Back Office Access option NOT selected.
- Has the POS Access option SELECTED.
- Has the Clerk Group (All Venues Access) assigned to it, that has access to all Location Groups (Venues). For example, All Locations Staff Group. Refer to How To Create A Clerk Group for more information.
- Has the Clerk Security Group (POS Staff) assigned to it, that has appropriate permissions. For example, POS Clerks/Staff. Refer to How To Create A Clerk Group for more information.
- Has the Default option selected for the Roles > Default setting.
- Has the Default option selected for the Language setting.
- Select the Save button to save the newly created Default POS Clerk.
For Use In Touch ▲ ▼
When logins are required, then casual or temporary Clerks/Staff Members can login using the Default POS Clerk ID (9999) configured as per the steps outlined above. However, when logging in is NOT required, then it is recommended to set the Default Clerk to the Default POS Clerk configured above. To do this, do as follows:
- In Touch, select the Tools button in the top right-hand corner.
- Select the Terminal Settings option from the Basic Tools menu.
- Select the Clerks option from the Terminal Settings menu.
- Select the No Clerk log in required option.
- Select the Default POS Clerk option from the Default Clerk drop down list.
- Select the Save button to save the changes.
For Use In TouchMini v2 ▲ ▼
When logins are required, then casual or temporary Clerks/Staff Members can login using the Default POS Clerk ID (9999) configured as per the steps outlined above. However, when logging in is NOT required, then it is recommended to set the Default Clerk to the Default POS Clerk configured above. To do this, do as follows:
- Access the configuration tabs for the Location (Cloud Client ID) to be configured. Refer to How To Access The Configuration Tabs for more information.
- Select the Clerk Tab.
- Select the No login required option.
- Enter the Clerk ID of the Default POS Clerk ID (9999) configured as per the steps outlined above, into the default to Clerk ID setting.
Notes...
It is recommended that the ID entered here is the ID of a Clerk that is assigned to a Clerk Group that has access to all Location Groups (Venues). Refer to HERE for more information.
- Select the Save button to save the changes.
End of article. ▲