Employees

The employees guide stores information about all staff members who work with the system.

How to Access

Navigate to: Sidebar > Guides > Employees

Route: /warehouse/guides/s_employee

Quick actions:

• Open list
• Create new

Overview

The employees guide contains records for every staff member, including warehouse operators, cashiers, managers, and administrators. Employee records are linked to roles that define system access permissions and are used to assign responsibility in documents and POS operations.

List Columns

Column	Description
No.	Internal number
Name	Employee full name
Role	Assigned role
Phone	Contact phone number

Fields

Field	Description	Required
Name	Employee full name	Yes
Role	Assigned role/access type	No
Phone	Contact phone number	No
PIN	PIN code for POS login	No
Login	System login	No

Step-by-Step Guide

Adding an Employee

1. Go to Guides > Employees.
2. Click Add.
3. Enter the employee Name.
4. Select the Role to define their access level.
5. Set a PIN if the employee will use the POS terminal.
6. Click Save.

Setting Up POS Access

1. Open the employee record.
2. Enter a PIN code (used to log in at the POS terminal).
3. Ensure the correct Role is assigned with appropriate POS permissions.
4. Click Save.

FAQ

What is the PIN for?

The PIN is a short numeric code employees use to quickly log in at the POS terminal. It replaces the need for a full username/password at the point of sale.

Can I have employees without roles?

Yes, but employees without a role will have limited or no access to the system. It is recommended to always assign a role.

Can I delete an employee?

An employee cannot be deleted if they have been referenced in documents or POS shifts. You can deactivate them instead.