Setting Up Staff Discounts and Allowances
- William Hooley
- Grace Momblan
Customers running indigo8 POS may want to offer staff discounts or allowances. This will need to be setup in Glass
it cannot be done from the POS system.
1. Search or create the staff member in Glass, the contact will need to be added to a POS Store which are also
added to the system as Customers. Go to Contacts >> Customer Tab and search the store you want to add the staff member to
(note that a POS contact added to one store will appear in all other POS stores that beleing to the same PARENT COMPANY.
2. If the staff member exists then you can either search on the contact name or if you want a list of all staff member then click
Advanced on the black bar and choose Contact Type “Staff” and all the staff will be returned.
3. How to set a contact as a STAFF member
On the contact screen click on the POS & Web tab, then click the Staff Check box.
4. Setting the Allowance for a staff member
Simply enter the allowance in the yearly allowance box. As the staff member uses their allowance it will automatically be deducted.
5. Generate a list of Staff and their Allowance used
Go to Contacts >> Customers >> click the Open Advanced search Contact Type “Staff"
Then click on Export Customers at the bottom of the screen, you can search “staff” in the search fields and it will show export fields with the name staff.
Drag the following items along with the staff name, this will create an excel showing the allowance information.