1 Employees

Employees that log in into store-terminals.

The most important parameters of the employees are:

  • The status of the employee (allow to activate or deny access).
  • The role of the employee. If the employee don't have any role assigned, means that can perform all aptions as (modify price, modify discount...)
  • Language, Determine the language of application UI.

  • Document types. In type of douments it's possible to assign a value.

    Example: For documents as return we assign the value 1 and for sales the value 0, Then in document types of the employee we can add the values 0 if we want that user only perform sales or 0 if we want that user only perform returns or 0,1 if we want that user perform sales and returns.

Applications:

The tickets contain the employee who made the document.

The cashaudit of store contain the employee who open and close the cashaudit.

* Not necessary for the Ecommerce model.


Note

It is essential to have employees in a store to be able to make tickets.



pos_employee
Label Description
Identifier
Employee Code EMPLOYE CODE
Employee Employee name
Password Password of the employee to login

Language code This field adjusts the language in which the application will be shown in the UI.
Role code The role assigned to the employee determines which functions (buttons, processes) can perform each employee on a device.
Document type Type of document
Status Select between Active/Disabled

  • Default: A
  • Values:
    • A: Active.
    • B: Drop.
Created by User who created the record

  • Default: USER
Registration date Log entry date

  • Default: CURRENT
Update user Last user who modified the registry

  • Default: USER
Update date Date of most recent record modification

  • Default: CURRENT

2 Roles

Menu path:
Documents / Employees / Roles

Definition of roles assigned to users.

These roles determine which functions (buttons, processes) can be performed on a device.

The functions are:

  • Warehouse movements premission. (Allow to create movements).
  • Cashaudit full info. (All info of the system during cashaudit, showing the theorical amount).
  • Edit customer data.
  • Manage employees. (Add/Edit/Remove employees of the shop).
  • Modify discount at tickets
  • Modify payments of closed tickets.
  • Modify price at tickets
  • Add customers
  • Open cashdrawer
  • Modify printers configuration.


pos_sys_role_head
Label Description
Code User role code

  • Case: Upshift
Description Name and description of the role