Best Practice Guide - Administration
- John Nairn (Unlicensed)
Get security right with users and roles | |
The user guide explains how to manage security with users and roles. Review the documentation | |
Plan the roles that apply to your business and the security levels you are going to allow to users | |
Ensure all users are in an appropriate role | |
Review you role and user plan every three months | |
Turn operator entry on for workstations used for sales by many users, such as pos workstations. Then setup operator codes for your users. That way each transaction will be logged against the correct user, without having to log out | |
Check your ticket list once a week | |
Check your tickets once a week. Sometimes tickets are delayed for good reason. But if you notice any tickets that seem to be taking longer than expected, give us a call to discuss | |
Use product categories to drive financials and sales reports | |
Setup non-stock categories for all your services, this applies in all cases but particularly if you are using the service module | |
Check the general ledger account overrides to direct service changes to the right general ledger accounts |