This Yes/No Option allows you to have a full clerk name in the database, but on public facing documents and displays, it will be abbreviated to the first name only. This will stop anyone who feels uncomfortable with their full name displayed in situations that could allow for a customer to know their name for personal reasons.

Most installations leave their cash drawers open and unlocked when not trading. If the cash drawer is closed, this function will allow the drawer to be opened when the clerk enters all denominations in the drawer. It is a good idea to leave your cash drawers open and empty overnight, as this will stop any would-be thieves from breaking the cash drawer only to find it empty anyway.
Note that this Yes/No Option is exactly the same as "Allow Cash Drawer to open on Float Entry". From Idealpos 7.1 Build 11 and onwards, when the Idealpos Region is set to USA in Setup > POS Terminals > Modify > Main Settings > Region, this Yes/No Option will appear with the word "Starting Bank" in the description, any other region will show "Float".
The "Float Denominations" text as shown in the below examples will also be replaced with "Starting Bank Denominations".

 

Most installations leave their cash drawers open and unlocked when not trading. If the cash drawer is closed, this function will allow the drawer to be opened when the clerk enters all denominations in the drawer. It is a good idea to leave your cash drawers open and empty overnight, as this will stop any would-be thieves from breaking the cash drawer only to find it empty anyway.

 

If an End of Shift has been performed, a Float Entry will need to be performed on the selected terminals before a sale is able to be performed. You can enter the quantity of each denomination or just the total amount.

 

 

Press ‘OK’ to save the float and ‘Yes’ to confirm.

 

If an End of Shift has been performed, a Starting Bank Entry will need to be performed on the selected terminals before a sale is able to be performed. You can enter the quantity of each denomination or just the total amount.

Note that this Yes/No Option is exactly the same as "Allow Float Entry for each Shift". From Idealpos 7.1 Build 11 and onwards, when the Idealpos Region is set to USA in Setup > POS Terminals > Modify > Main Settings > Region, this Yes/No Option will appear with the word "Starting Bank" in the description, any other region will show "Float".

 

 

Press "OK" to save the Starting Bank and "Yes" to confirm.

 

Databases can contain any number of identifying parameters, and Codes are one such field. This option will enable all available codes to be checked before displaying a message that the number inputted is not valid.

Select this option to link Clerks to locations. When this option is selected a new field will be created in the Clerk setup where you can link the clerk to a specific location.

 

Go to Setup > Clerks > Modify > POS > Location link: Use the drop-down menu to select a location.

 

Selecting this option will require that each time a Clerk starts a new sale, they will need to log on before they can select any items. This ensures that the clerks are recorded against each sale and enable better recording. This option will affect other Clerk options and may be required to be turned on to allow them to work.

 

Select this option when staff counting the denominations in the drawer is not safe at the terminal, and is done in the back room or office. The Cash Declaration will then need to be entered into the POS the next time the clerk logs in, or they can edit the Cash Declaration.

 

 

When performing an End of Shift function, the totals expected are for the sales that have been processed using the selected Clerks log on. This does not accumulate sales across multiple terminals.

When allocating a swipe card or RFID band to a float or drawer, it enables the staff member to be linked to the specified drawer for that shift only. When an End of Shift is performed by the clerk, they will be released from the card or band, and another clerk can then be allocated to it immediately. This must be used in conjunction with Employee Log.

 

This option is ticked by default and is commonly used in businesses that provide services from multiple clerks, hairdressers and waiters for example. Each clerk will be entered on the journal against the items they entered if this option is not selected.

 

If you require staff members to log on at the beginning of their shift, this will stop staff members who are not supposed to make sales from automatically being logged on the POS. This will prevent mistakes from being made by staff who are not authorised to use the POS. Generally this is for back of house staff that will not have any interaction with customers.

Idealpos supports the configuration of up to 2 Cash Drawers per POS Terminal. When this option is selected they will have the choice of which drawer they are to use for the remainder of their shift. This will ensure that the correct cash drawer opens after each sale.

 

By default, each employee is set to use commission as a % of their sales totals.

This option will toggle the ability to set an Hourly Rate or Commission when going to Setup > Clerks.

The Hourly Rate is typically used in conjunction with the Employee Log. Only one hourly rate can be set for each employee.

 

 

This function will ensure that the staff never knows if they have counted their drawer above or below the required amount for sales totals. It will keep the staff honest as they don’t know what figure the drawer is supposed to add to, and will make them take more ownership of the cash procedures. This option will also affect the Journal Enquiry display.

 

The example on the left is unselected/disabled and will show all details, while the option on the right is selected/enabled and will only show the counted amounts.

 

Once an End of Shift function has been performed, the POS will require a clerk to log on before any sales can be processed. This can be used to ensure the employee logs on, keeps security on the POS and prevents mistakes.

Select this function if you don’t want to record any breaks the employees take during a shift.

 

Select this function to stop the Clerk from entering any values into the Cash Declaration screen. This can be used for the purposes of someone else counting the drawer at a later time.

 

Selecting this function will hide the Clerk logon code as *’s. It is important to remember that if using Overlapping Clerks, this feature will not work as POS is not aware of what number is a Clerk Code, and what a Quantity or Stock Item Code is when the numbers are being entered.

 

This function is best used when using swipe cards or RFID’s, as they will work quicker and no one will be able to see the Clerk Code being entered. This function works by ‘holding’ a sale from one clerk behind the sale of another clerk who logged on before the original clerk finished theirs. Very useful in a bar environment or when multiple clerks are using the one POS terminal. The original sale will be displayed once the clerk for that sale logs back in.

When this option is selected and you are using the Employee Log feature, it will print out the details of the Clerk’s shift. It will include the date, start time, start break, end break, end shift and total time.

 

This option will force Clerks to log on each time they go to the Table Map screen. This ensures the correct Clerk is logged on to the table they are about to service. When using this option you must also use Compulsory Clerk as they work in conjunction.

This function can be used in conjunction with “Dynamically assign Employee Login Codes”. Clerks that are also utilising the Employee Log feature will be displayed in a grid on the POS screen. This will enable them to quickly select themselves for service. All Clerks that you want to enable for this facility must use only RFID’s and be marked to use Employee Log. Select a Clerk name and then select to Logon.