Orderaway & Touchmini - How To
This outlines How To Configure The Default POS Clerk For Cloud Applications.
Subjects ▲ ▼
About ▲ ▼
What Is Required? ▲ ▼
- Swiftpos v10+
- Touchmini v2.63+
When Is It Used? ▲ ▼
Used when Clerks/Staff Members are NOT required to login to Touch and/or Touchmini, and hence a default Clerk ID is required so that all Orders/Sales can be assigned to the default Clerk ID. 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 Default POS Clerk.
- When logging in, is NOT required, then the Default POS Clerk can be used as the Clerk when using Orderaway, Touch and/or Touchmini.
How To? ▲ ▼
How To Configure The Default POS Clerk For Cloud Applications? ▲ ▼
Do as follows in:
Do as follows:
- Create a Clerk Group that has access to all Location Groups (Venues). For example, an All Venues Access. Refer HERE for more information.
- Using the Venue Assignment option assign the new Group to the appropriate Location Groups (Venues).
- Create a Clerk Security Group that has the appropriate permissions to ensure POS Clerks/Staff Members are able to perform the appropriate POS related operations in Touch and Touchmini successfully. For example, a POS Staff. Refer HERE for more information.
- Create a Clerk/Staff Member, preferably with an ID that is easy to remember. For example, 9999. Refer HERE for more information. Ensure the newly created Clerk/Staff Member:
- 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 HERE for more information.
- Has the Clerk Security Group (POS Staff) assigned to it, that has appropriate permissions. For example, POS Clerks/Staff. Refer HERE for more information.
- Has the << None >> option selected for the Roles > Default setting.
- Has the Default option selected for the Language setting.
- Save the changes.
Do as follows:
- Select Tools in the top right-hand corner.
- Select the Terminal Settings menu option from the Basic Tools menu.
- Select the Clerks menu 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.
- Save the changes.
Do as follows:
- Access the Configuration Tabs for the Location (Cloud Client ID) to be configured. Refer HERE for more information.
- Select the Clerk tab.
- Select the No login required option.
- Enter the ID of the Default POS Clerk (9999) created 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 HERE for more information.
- Save the changes.
End of article ▲