Our POS system has several tools for employee management
Security controls employee accesses to each module of the Point of Sale software.
Keep signatures on file to automatically add authorized signatures to purchase orders. When you enter the purchase order screen, you enter your access code. By doing so, your authorized signature is automatically added to the purchase order.
Keep notes on employee performance, training status, and other important information.
Inner-office E-mails
Improve communication and reduce the frequency of meetings with inner-office e-mails. Keep employees informed of company information and procedural changes. Communicate to one person, a group of people, or everyone in the company. This works great for managers who work opposite shifts and for owners who work after hours.
Automatic e-mail notifications include – Notification of price updates, notification to Accounts Payable for refund checks, follow-up call results, and when special order items have been added to inventory. Sales staff can automatically receive retail price updates through inter-office e-mail.
Utilize the Inter-Office e-mails for distributing new procedures, things to do lists, information on current advertisements and promotions, internal issues and product changes.
Employee Time Clock
Employees sign in and out on the computer workstations. The time clock software retrieves the current time from an internet based time server. Employees cannot reset the clock on the workstations to override the current time.
When employees punch in and out, they are automatically notified with the number of unread e-mails and unfinished follow-Up calls they have.
Each employee can review their hours worked within a selected time period.
Maintain control of overtime hours. Review all employee hours with time clock tracking at the touch of a button. Quickly send employee time sheets to QuickBooks® accounting software for payroll if you are using the accounting software integration features.
Follow-Up Calls
Easily track customer calls and requests through follow-up calls. For example, if a call comes in for an employee – you can easily forward the message with the customer's name and phone number. The recipient has the option to complete the call or transfer it to another person. At the touch of a button, you can create a follow up call in the sale, sales order, and customer or Receiving screens.
Follow-up call reminders ensure customers and prospects are not neglected. Completed follow-up call notifications are automatically sent to the person who created the call so they are informed of the completion and outcome of the call.
Conveniently create follow-up calls from inside the receiving screen. Send yourself a reminder to call the customer when their merchandise has arrived.
Schedule follow-up calls for new sales leads, special orders, problems, or any other important information. Staff can also assign follow-up calls for themselves as reminders. When employees punch in on the time clock, they are automatically informed with the number of follow-up calls that need to be made.
Flagged Messages
Communicate with sales staff at the time of sale – a flagged message in bold red text will inform your staff if any necessary action is necessary prior to the sale or the customer leaving your store – such as NSF check notifications, or if a contract signature is required. Inform staff with a blinking red message if the customer has a Holding Sale, a Quote, a Sales Order, an In-Store Credit or an open Accounts Receivable invoice.
Customer Notes
Customer notes keep track of important customer information. Special comments allow you to record any important information about a sale or sales order. The special comments are saved in that customer's transaction history.
Using the Wish List™
The Wish List™ is a powerful communication tool that enables staff to contribute information to inventory purchases. The employee adds special request items to the Wish List™ to inform the purchasing agent creating a purchase order. Employees can use the Wish List™ to inform purchaser of low stock, out of stock, special order items, or missing parts from boxes in stock.
When you create a Purchase Order for a special order or item out of stock from a Sales Order, the POS system automatically transfers the following information to the Purchase Order – sold status, customer name, date and transaction number.
