Responsibility for a transaction

Many application windows contain the field Handled By. If the option automatically suggesting a person responsible for a transaction is activated, the field presents the full name of an employee assigned to the account of the currently logged-in operator by default. If the relevant option is not activated, the field presents the ellipsis symbol, allowing the user to select an employee from a list.

Note
The option handling the automatic suggestion of persons responsible for transactions is available in the ERP system.

Selecting the Handled By field, it is possible to change an employee handling a given transaction in the application, e.g. an employee issuing a document or closing the day.

Handled By field

There are two ways to set/change the responsible person:

  • Employee form and list – select an employee from the list of available employees or enter/scan the number of an associated card and confirm the selection with [Enter]
Responsible employee selection window
  • Employee form only – enter/scan the number of an associated card and confirm the selection with [Enter]
Scanning window for a responsible employee card
Note
The method of entering a responsible person is handled on the ERP system side.
Example
At an XYZ shop selling household articles, the person logged in on the POS workstation is John Smith. In one of the active windows, John has an open receipt form.

Another employee, Julia Mitchell comes to the counter with a client to whom she recommended a specific radio. John scans the item with a reader and selects the relevant option to change the handling person. Julia scans her employee card. Once she does that, the Handled By field displays her full name. Such information may later be used in a sales report and may affect an employee’s performance appraisal.

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