Back Office >Clerks > Clerk Email Groups

Description

This menu item is used primarily set up Clerk Emailing Groups and assign Clerks/Staff to the Groups. The Emailing Groups are used for the following:

1. End of Day Batch Reporting where multiple Clerks/Staff can be notified by email.
2. Purchase Order Authorisations to notify selected Clerk/Staff that a PO is pending authorisation. Note : See also Clerk Authorisation limits and Supplier PO Authorisation Limit and Manual POs Only option.

Clerk Email Groups

This screen is accessed from here.

Email Groups

• # - Displays the Clerk Email Group Number.

• Email Group Name - Displays/Enter the Clerk Email Group Name.

Unassigned Clerks (with Email Address)

Clerks will only be listed in the grid if they:
 

1. Have an Email Address configured, and
2. Meet the Location Group and Clerk Group filters selected.

• # - Displays the Clerk Number.
• Clerk Name - Displays the Clerk Name.

Buttons

• +/- - Select to assign/un-assign the selected Clerk/Staff Member.
• >/< - Select to assign/un-assign all Clerks/Staff.

Assigned Clerks

• # - Displays the Clerk Number.
• Clerk Name - Displays the Clerk Name.

Footer

• New - Select to add a Clerk Email Group.

• Save - Select to save changes.

• Undo - Select to undo changes made.

• Delete - Select to delete the selected row.
• Close - Select to exit.

Operation

To create a new Clerk/Staff Group, do as follows:

1. Select New.
2. Enter a meaningful Clerk Email Group Name.
3. Assign Clerks from the Unassigned list and add them to the Assigned list by selecting the arrows > or >.
4. Select Save.

Related Topics

1. Clerks/Staff
2. POS Configuration Index - Clerks/Staff Configuration
3. POS Operation Index - Clerks/Staff Features
4. Security