This article covers how to add a new salesperson to Minfos and how to select functions that the new salesperson can perform.
Note A Clerk Code is also required to Transmit an order in Order Maintenance.
Video demonstration
Step by step instructions
From Retail Till:
1. Click the Maintenance menu and select 3. Salespersons.
The Salesperson Maintenance window is displayed.
2. Click the Add button.
The Salesperson Entry window is displayed.
3. Enter a Code for the salesperson that will be used to log into the Till to process a transaction. This can be 1, 2 or 3 digits.
4. Enter the salespersons Name. This name is displayed on the Till window, prints on the customer receipt and will display on Staff sales reports.
5. Check the appropriate salespersons Retail POS Options check-boxes:
Retail POS Option | Detail |
Discounting | Check this box to allow the salesperson to discount transactions at the Till, enter an amount in the text field to limit the % they can discount up to without needing authorisation from a Supervisor. |
Sales Returns | Check this box to allow the salesperson to put refunds through the till. |
Pricing Changes | Check this box to allow the salesperson to permanently change the retail price of a product during a transaction. |
New Accounts | Check this box to allow the salesperson to give a customer an account during a transaction. |
Open Drawer | Check this box to allow the salesperson to open the till drawer without processing a transaction. |
SUPERVISOR | Check this box and enter a 4-digit PIN number to allow the salesperson to authorise other salespersons transactions where they have limited access. |
Void Sales | Check this box to allow the salesperson to void previously finalised transactions. NOTE: Minfos does not allow a prescription transaction to be voided. |
Override A/C Limit | Check this box to allow the salesperson to override a customer’s account limit. |
Cancel Mode | Check this box to allow the salesperson to exchange products in one transaction. |
Till Summary | Check this box to allow the salesperson to print a Till Summary from the till. |
Cash Out | Check this box to allow the salesperson to provide a customer cash out during a transaction. |
Petty Cash | Check this box to allow the salesperson to do petty cash through the till. NOTE: this check box is only available if Cash Out is also checked. |
Club Voucher | Check this box to allow the salesperson to issue a Minfos Club Voucher. |
EFTPOS refunds | Check this box to allow the salesperson to process an integrated EFTPOS refund. |
6. Click Okay to save the details of this salesperson and return to the Salesperson Maintenance window.
7. Click Cancel to close the window.
If the new Salesperson is also a pharmacist refer to Add a new pharmacist instructions to set up the pharmacist for dispensing.