Employee Maintenance

This screen allows you to create or update a cashier ID. To use this function, select Employee Maintenance from the File menu.

To add a Cashier ID:

Click on File or press <ALT-F>, then select Employee Maintenance. You will be prompted to
enter the administrator's password.
Click on Add or press <ALT-A>.
Enter the new Cashier ID and the employee's information. When you are finished, click on
Done or press <ALT-D>. To quit without adding a Cashier ID, click on Cancel or press <ALTC>.
NOTE: Cashier IDs must be two characters long.

To update a Cashier ID:

Click on File or press <ALT-F>, then select Employee Maintenance. You will be prompted to
enter the administrator's password.
Change the desired fields, then click on Update or press <ALT-U> to save your changes. Click
on Exit or press <ALT-X> to quit without saving.

General

This screen displays the general information for a Cashier ID. To access this screen, click on the General tab or press <ALT-G>.

Employee Department: Use this list of departments to classify your employees. To select a department, click on its name. For more information on creating employee departments, see Chapter2: Inventory Control: Departments.

Password: This is the password for the displayed employee. The default password for new cashiers is Cashier. To change the password for a cashier, type the new password in this field, click on Update. You may also change this password by selecting Change Passwords in the File menu.

CashierID: This is the current Cashier ID. To select a different Cashier ID, use the Next and Previous buttons or click on the Cashier ID button, enter the desired two digit ID, then press <ENTER> or click on OK.

Associated Customer #: If the employee has a customer number, enter it here by clicking on the Associated Customer # button, finding the correct Customer Number, then clicking Add. The default Customer Number is 101.

Card Swipe ID: This is the value encoded on the employee's ID card. Use this for quick logon/logout.

Hourly Wage: This is how much the employee is paid per hour.

Permissions

Permission Screen

This screen allows you to specify which functions a certain cashier can use. To access this screen, click on the Permissions tab or press <ALT-P>. Each function has four choices: Yes, No, Prompt, and Override.

Yes: Allows the employee access to that function
No: Does not allow the employee access to that function
Prompt: Prompts the administrator to enter his/her password on the fly so the cashier can
perform the desired function.
Override: Allows any cashier that has permission to perform this function to enter his/her ID and password on the fly. For example, if Cashier 01 has Void Invoices set to Prompt but needs to void an invoice, Cashier 02, who has Void Invoices set to Override, can enter his/her ID and password to void the invoice that one time, or the administrator can enter his/her own password.

Functionality
This screen displays the general functions that the selected employee has access to. To access this screen,
click on Functionality or press <ALT-F> while in the Permissions screen.

Invoice Discounts: Allows the employee to perform invoice discounts.
Invoice Price Changes: Allows the employee to change the price of an item entered on the invoice screen.
Invoice Item Deletion: Allows the employee to delete an item from an invoice.
Void Invoices: Allows the employee to void an invoice.
Accounting Interface: Allows the employee to perform the QuickBooks Sales Totals Pass in the Sales Information menu. For more information, see Chapter 5: Sales Information and Reports.
Allow Exit from CRE: Allows the employee to exit from CRE.
Returns: Allows the employee to enter returned items.

Reports
This screen controls what reporting functions the selected employee has access to. To access this screen, click on Reports or press <ALT-R> while in the Permissions screen.

Display Reports: Allows the employee to display reports.
Print Reports: Allows the employee to print reports.
Print DDR: Allows the employee to print the Detailed Daily Report.

Setup
This screen controls which software and hardware settings selected employee can modify. To access this screen, click on Setup or press <ALT-U> while in the Permissions screen.

Company Info: Allows the employee to modify the Company Info in the Setup Screen.
Tax Rates: Allows the employee to modify the tax rates.
Bonus Plan: Allows the employee to modify the Bonus Plan settings.
Accounting Info: Allows the employee to modify settings in the QuickBooks Setup.
Discount Levels: Allows the employee to modify the discount levels set in the Setup Screen.
Display Settings: Allows the employee to modify the display settings for that station.
Default Printer: Allows the employee to modify the default printer for that station.

Inventory
This screen determines how much control the selected employee has over your inventory information. To access this screen, click on Inventory or press <ALT-I> while in the Permissions screen.

Add Inventory/Kits: Allows the employee to add items or kits to your inventory.
Update Inventory/Kits: Allows the employee to update information on items or kits in your inventory.
Add Vendor: Allows the employee to add a vendor.
Update Vendor: Allows the employee to update information about a vendor.
Add Department: Allows the employee to add a department.
Update Department: Allows the employee to update information about a department.
Print Extra Ticket/Voucher: Allows the employee to print additional tickets or vouchers for an item. See Chapter 2: Inventory Control: Inventory Maintenance for more information on tickets and vouchers.

Customer
This screen determines how much control the selected employee has over your customer information. To access this screen, click on Customer or press <ALT-C> while in the Permissions screen.

Add Customers: Allows the employee to add a new customer.
Edit Customers: Allows the employee to update information on a customer.
Display Balances: Allows the employee to view the customer's On Account balance.

Return to Page 4- File Menu Part 1 - Page 5 File Menu Part 2 - Page 7 Change Passwords