It is useful to use a “Cash counter” type used when you have several employees who can use the same workstation (e.g. reception). Instead of your employees connecting and disconnecting each time they want to work on this workstation, simply connect the workstation with the “Cash counter” user and each time an employee will, for […]
Continue ReadingI have a workstation where several of my employees can work from but I don’t want them to log in and out each time they want to use this workstation. How to handle this?
By creating a Cash, Sales Station, and Warehouse type user and by connecting this user to that workstation. Simply check the “Is a counter cash/sales station/warehouse” box in the General section of the User settings.
Continue ReadingWhat is the General Access in the User Settings for?
This section allows you to give permission to your users to use the module to which the access refers. Please note, these are only general accesses, there are several permissions that can be assigned for each of these accesses except “Warehouse Management” and “Administrator”.
Continue ReadingWhat is a cash voucher?
A cash voucher is a form of printing that can be used during a sale. This voucher is neither a receipt nor an invoice, displays minimal information, has a barcode, and can be printed on small-format printers. May be useful if the customer has to pay at a designated location.
Continue ReadingWhat will happen if I check “Default receipt” when creating a user?
By default, each time you print a transaction connected to this user, a receipt will be printed instead of the invoice.
Continue ReadingWhat is notification redirection for?
This redirect, when enabled, will redirect all notifications from the sales representative to the designated one.
Continue ReadingWhat is the “Order Desk” notification group for?
This notification group is extremely important because it identifies your procurement managers. It is to these managers that sales representatives make their requests for products to be ordered. This notification group provides access to the list of product requests to be ordered.
Continue ReadingWhat is the “Inter-Branch Transfer” notification group for?
Like the order desk, this notification group provides access to the list of inter-branch transfer requests. (Inter-branch transfers are only applicable if have more than one branch.)
Continue ReadingWhat is an inter-branch transfer?
An inter-branch transfer allows stock to be moved from one branch to another. (Inter-branch transfers are only applicable if have more than one branch.)
Continue ReadingWhat is the “Service Call” notification group?
Users in this group receive a notification each time a service call is created.
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