<< Click to Display Table of Contents >> Navigation:  Setting Up > Clerk Tracking and Security > Adding Clerks

If you want to track clerk sales information or setup security, you should first add clerks to your clerk list.  

 

To add clerks:

 

 

 

 

 

General Tab

 

Clerk Name: Name that will show up on the sales screen and be used to identify clerks for reports.  This name is also the Clerk ID that RetailEdge asks for when clerk tracking is turned on.

 

Password: Password required for clerk to access functions if security is turned on.

 

Receipt Name: Clerk identifier that is printed on a receipt (if Store and Clerk info are printed on a receipt).

 

Last Name: Clerk's last name.

 

First Name: Clerk's first name.

 

Maximum Discount: Maximum percent that a clerk is allowed to discount items on a sale.

 

Address Tab

 

Clerk's address information.

 

Email Tab

 

Clerk's email address(es) and a button to allow you to send the clerk email from RetailEdge.

 

Security Tab

 

Access Level:  Highest access level functions that clerk will be able to access if security is turned on.

 

Location List:  A list of locations where the clerk has access.

 

Notes Tab

 

General notes about clerk.

 

Note: Required field labels are shown in red.

 

Hint: Using a Clerk Name that is all numeric can speed up actions at the point of sale, if you have setup RetailEdge to perform Clerk Tracking.  An all numeric Clerk Name is much faster to input on the numeric keypad found on the right of the keyboard than an alphanumeric name.