Back Office >Clerks > Clerk Email Groups
Description
This menu option is used primarily set up Clerk Emailing Groups and assign Clerks/Staff to the Groups. The Emailing Groups are used for the following:
- End of Day Batch Reporting where multiple Clerks/Staff can be notified by email.
- 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
- Name - Displays/Enter the Clerks/Staff Email Group Name.
- Notify - Select from the drop down list one of the following:
- All - Select to ensure all Clerks/Staff assigned to the Email Group are notified via email when an authorisation is required.
- All up to authorised - T.b.a.
- Authorised only - Select to ensure only authorised Clerks/Staff with a high enough authorisation limit will be sent the request.
Unassigned Clerks (with Email Address)
Clerks will only be listed in the grid if they:
- Have an Email Address configured, and
- 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
- 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:
- Select New.
- Enter a meaningful Clerk Email Group Name.
- Assign Clerks from the Unassigned list and add them to the Assigned list by selecting the arrows > or >.
- Select Save.
Related Topics
- Clerks/Staff
- POS Configuration Index - Clerks/Staff Configuration
- POS Operation Index - Clerks/Staff Features
- Security
