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Anthony Cares: Cleaning Up Your Clerk List
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    Anthony
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    Anthony Cares: Cleaning Up Your Clerk List

    by Anthony » Thu Mar 23, 2017 11:01 am

    Do you use Security or track your clerks? Have you had turn over or seasonal employees? Tired of having to dig through your clerks when running reports? Here are some tips on cleaning up your clerks.

    1. Select Tools | Clerk List.
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    2. Select the Clerk you wish to edit and select Modify.
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    3. Edit the Receipt Name by appending a unique value. (I personally like putting ZZZ_*Year they left*_. The reason for this is it groups the clerks to the bottom of the Clerk Name filters.
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    Before:
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    After:
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    4. You can now choose to delete the clerks if you would like. By selecting the clerk again in the Clerk list and selecting Delete. Note: Even if you plan on deleting clerks we highly recommend changing the name of the clerk before hand to prevent possible name collision with clerks of the same name on reports.
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