Do you use Security or track your clerks? Have you had turn over or seasonal employees? Tired of having to dig through your clerks when running reports? Here are some tips on cleaning up your clerks.
1. Select
Tools |
Clerk List.
2. Select the Clerk you wish to edit and select
Modify.
3. Edit the
Receipt Name by appending a unique value. (I personally like putting
ZZZ_*Year they left*_. The reason for this is
it groups the clerks to the bottom of the Clerk Name filters.
Before:
After:
4. You can now choose to delete the clerks if you would like. By selecting the clerk again in the Clerk list and selecting
Delete. Note: Even if you plan on deleting clerks we highly recommend changing the name of the clerk before hand to prevent possible name collision with clerks of the same name on reports.