Clerks
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Contents |
Introduction
This document is intended to give the reader a general overview and a quick reference to the Clerks program. Clerks give back office users the ability to create, modify, and remove register clerks. The clerks do not have access to the back office functionality of L’âne; They may only access the registers. For information on accessing the back office programs, see Database Users.
The following information is managed by Clerks:
| Field Name | Description | ||||||
|---|---|---|---|---|---|---|---|
| ID | An arbitrary unique ID number assigned to the clerk. This number is used to specify which clerk is attempting to log in. | Name | The clerk’s name. This text is printed on the receipt and is shown on the register’s display. | Passcode | An arbitrary, secret number assigned to the clerk. This number is used to authenticate the clerk when he or she attempts to log in. If the passcode and ID entered by a clerk do not match the information stored in the database, the clerk is not allowed to log in. | Drawer | The drawer number which should open when this clerk tenders a sale with a tender which opens the cash drawer. |
Screen Layout
When one first starts Clerks, the following screen is displayed:
Creating New Clerks
There are two ways to create a new clerk. First, the program implicitly creates a new clerk when it is first started. Next, one can create a new clerk by clicking New. One must remember to click Process to process (save) the clerk.
Processing (Saving) Clerks
When one has finished modifying or creating a clerk, he or she must process the clerk to update the system. Processing saves the information in the database and updates related information in the database. If one fails to process a clerk, the changes to that clerk will be lost.
Opening Existing Clerks
To open an existing clerk when one knows the clerk’s ID, type it into the ID field, then press Return (Enter).
Modifying Existing Clerks
After opening an existing clerk, one can simply type new information into the fields. After modifying the information, one should process the clerk to save the changes.
Note: Modifying the ID and processing will not change the existing clerk. Thus, two records will exist for that clerk. It is recommended that one remove the old clerk first, then add a new clerk to change clerk IDs.
Removing Clerks
Note: Generally, removal is permanent. Thus after a user commits to remove a clerk, the clerk is not recoverable. Sites that practice proper backup schemes may have the clerk from a backup, but all changes made since the last backup will be lost. Administrators can deny access to the remove function, per user, by denying “delete” access on the clerks table (see Administrators Guide for further information).
First, one opens the clerk to remove. Next, he or she clicks Remove. The program will prompt him or her to continue:
One clicks Yes to remove the clerk. Again, this operation is permanent.
