Employees

After you've set up your store, you will probably want to set up your employees.  Open Source Point of Sale gives you a way to do that.

Click on the Employees tab to reach the List of Employees. It looks like this:

Employees tab

When you've done that, you'll see a sortable list of employees. It will look like this:

Employees List

Click the headings to sort by id, last name, first name, email, and phone number.

To start with, though, there's only one demo employee. Click the edit button to update the information.

Edit button

This will launch the Update Employee modal form.

Update employee

Start by looking at the first tab: Information.  The red fields are mandatory, so update your name.  You can add any other information that you want.

You should also change the Username and Password because the defaults are published all over the Web.

To change them, click on the Login tab. Then fill out a new username and enter your new password in both text boxes.

Employee Login Tab

The Permissions tab lets you grant and deny access to the various modules.  Leave this tab alone for now, because you will want full access to the system.

When you're satisfied, click the Submit button. You will find yourself back at the List of Employees.

Now it's time to create an account for one of your employees.

Click the New Employee button.

New Employee button

This will launch the New Employee modal form. You'll notice we've already entered some information in the screenshot.

New Employee Form

Next click on the the Login tab, and enter a username, as well as the password twice.

Finally, click on the Permissions tab. You'll notice in the screenshot below that we've given this employee access to the Customers module. (Note: we've also given them access to the Sales (stock) module, but you can't see this.)

Employee Permissions

Click the submit button to add your employee to the system.  When you do, you'll notice that they are now in your list of employees.

If you need to contact them, you now have easy access to their phone number and email address.  You can even click on the email address, and Open Source Point of Sale will launch your default email program with the email address already populated.

You can repeat this process for each of your employees, giving them access to only the parts of the system they need to do their jobs.