Cashiers

While cashiers are maintained on the POS system and the data automatically transferred to CLEARVIEW, the Cashiers settings page maintains a local copy of the cashiers in your organization mapped to the POS system.

To access Cashiers settings:

Click on on the quick links bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Financial from the Filter drop-down list.
2. Click on Cashiers from the List box in the left pane.

The following information is displayed on the settings page for the Area*, Store and Status selected using the filters at the top of the page:

Description: The name of the cashier.
Cashier Number on POS: The number assigned to the cashier on the POS system.
Desc on POS: The name of the cashier as per the POS system.

When your POS system sends transactions that includes the cashier numbers on the POS and description, CLEARVIEW checks if the corresponding cashier number exists on this page. If it doesn't, it will automatically get added to create a new cashier.

Issues in transmission can result in a cashier missing in CLEARVIEW. In such a situation, the cashier(s) can be created manually.

Create a New Cashier

Cashiers need to be created manually only if there was a problem and CLEARVIEW has not automatically created them from transaction data received from your POS system.

Go to Cashiers settings.
Select the Area* and Store using the filters at the top of the page and then click on the Go button.
Click on the Create button.
In the Create Cashier Description window:
1. Enter the name of the cashier in Description.
2. Enter the number assigned to the cashier on the POS system in Cashier Number on POS.
3. Enter the name of the cashier as per the POS system in Desc on POS.
4. Click on the Create button.

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Edit a Cashier

Delete a Cashier

Go to Cashiers settings.
Select the Area* and Store of the cashier using the filters at the top of the page and then click on the Go button.
Click on the Description of the cashier you want to delete.
In the Update Cashier Description window:
1. Click on the Delete button.
2. Click on the OK button in the confirmation pop-up box.

Only cashiers that don't have any data mapped to them can be deleted.

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Related CLEARVIEW Pages

Cashier Report

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.