Field

Description/Activity

Search Criteria

Code

Enter the code of the user to be searched.

First Name

Enter the first name of the user(s) to be searched.

Middle Name

Enter the middle name of the user(s) to be searched.

Last Name

Enter the last name of the user(s) to be searched.

Job Title

Enter the job title of the user(s) to be searched.

Transaction Entry

Select one of the following options:

•All: If all the users satisfying the search criteria need to be displayed.

•True: If only user(s) who can do transactions at the POS need to be searched.

•False: If user(s) who cannot do transactions at POS need to be searched.

Uses Time Clock

Select one of the following options:

•All: If all the users satisfying the search criteria need to be displayed.

•True: If only user(s) who can do use time clock at the POS need to be searched.

•False: If user(s) who cannot use time clock at POS need to be searched.

Is Sales Person

Select this option if the user is to be marked as sales person in the system.

Is Active

Select this option is user is to be marked as active.

Search Results

Code

Displays the code of the user(s) searched.

Job Title

Displays the job title of the user(s) searched.

First Name

Displays the first name of the user(s)   searched.

Field

Description/Activity

Header Column

Code

Enter the code of the user. A unique code of a maximum 20 alphanumeric characters can be entered.

First Name

Specify the first name of the user. A first name of a maximum 50 alphanumeric characters can be entered.

Middle Name

Specify the middle name of the user. A middle name of a maximum 50 alphanumeric characters can be entered.

Last Name

Specify the last name of the user. A last name of a maximum 40 alphanumeric characters can be entered.

Job Title

Mention the job title for the user. A title of a maximum 40 alphanumeric characters can be entered.

Applicable Subsidiary

Allows to select more than one subsidiary. Once assigned to a Subsidiary cannot be remove.

It is visible if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.

Address

Displays the address of the customer. Click [...] to open the Address screen and enter the address details.

Email

Enter the email id of the employee.

Mobile Phone

Enter the phone number of the employee. This phone number is used in sending the query responses back to the employee in case a report/query request is triggered from the employee using the SMS feature.

Department

Select a department to which the user belongs from the list of departments.  Click [...] to open the Department Search screen and select the department. To add a new department, press F3 or click on [F3 New] button in the Department Search screen.

Team

Select a team to which the user belongs from the list of teams.  Click [...] to open the Team Search screen and select the department. To add a new team, press F3 or click on [F3 New] button in the Team Search screen.

User Specific Store

Select a store to which the user belongs to. Click […] to open the Store Search screen and select the store.

If subsidiary is enabled, stores in search screen get filtered as per subsidiary(s) selected in field Applicable subsidiary.

Position

Select a value from the list of employee positions available.  Click [...] to open the Employee Position Search screen and select the position. To add a new position, press F3 or click on [F3 New] button in the Employee Position Search screen.

Retail Profile

Select a profile to which the employee is to be attached. Click [...] to open the Retail Profile Search screen and select the profile. To add a new profile, press F3 or click on [F3 New] button in the Retail Profile Search screen.

Transaction Entry

Select the option if you want to allow the employee to carry out transactions at POS.

Active

Select the option if the user is active.

Team Banking

Select the option if you want the employee to use the till assigned to his team for team banking.

Uses Time Clock

Select the option if you want the employee to clock in and clock out at the POS.

Manager

Select the option if you want the employee to be identified as a manager. The users with the option enabled can login to any POS to do a manager override.

Is Sales Person

Select the option if you want the employee to be identified as a sales person. The users with the option enabled can be selected as a sales person in the transactions at POS.

Preferred Language

From the available list select the preferred language of the user. Once selected the User Interface of iVend would be displayed to the user in the preferred language set for the user.

Currently the following language is supported by iVend.

•English (United States)

•Arabic

•Dutch

•French

•German

•Greek

•Italian

•Latin American Spanish

•Polish

•Simplified Chinese

•Traditional Chinese

•Vietnamese

•Portuguese

Allow EoD from POS

Select this checkbox to enable an employee to perform End of Day activity from POS.

End of Day from POS can only be done in case there is only one POS Terminal configured for the entire store.

Allow POS Unlock

Select this option in case you would like the user to unlock the POS  that is locked by another user. In the case setting is turned ON, then user would be able to unlock the POS.

Allow Transction Approval

Select this option in case you would like the user to Approve/Reject transaction on POS transaction register screen on Management Console.

Detail Column

Code

Displays the code of the Job Code added.

Description

Displays the description of the Job Code added.

[Add Job Code]

Use this button to map a job code to the user. Click the button to open the Job Code Search screen and select the product. . To add a new job code, press “F3” or click on [F3 New] button in the Job Code Search screen.

[Delete Job Code]

Use this button to delete the selected job code.

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.