Differences

This shows you the differences between two versions of the page.

--- pos:startmenu [2025/06/27 17:53] – [Documents] mrjim
+++ pos:startmenu [2025/07/08 06:09] (current) – [Take a new Order] mrjim
@@ Line 80: / Line 80: @@
 <fs large>**[[pos:searching-pos#Searching Order History|Search Order History]]**</fs> Tap for details.
 ===== Customers =====
@@ Line 173: / Line 174: @@
   * Delivery Map - A link to the Delivery Map for the signed-in location. This is also a browser tab on every POS computer.
   * Fix My JOES - A link to the Fix My JOES webpage. Use this page whenever support is needed. The data emailed to 4 people. Issues with phones or printing not working should not be reported using this page it is too slow. Contact MrJim directly. Persist texting or calling until you get a response.
-  * Address Request - This is a link to the form to correct and address. Any address anywhere in the world can be made to work in JOES. There are 2 critical data that must be provided, the customer info and where the address is located. There must be a geocoded point for the address entered for that customer only.
+  * [[oic:storeinfo#address_request|Address Request]] - This is a link to the form to correct and address. Any address anywhere in the world can be made to work in JOES. There are 2 critical data that must be provided, the customer info and where the address is located. There must be a geocoded point for the address entered for that customer only.
 ===== Spend/ Receive =====
@@ Line 199: / Line 200: @@
 ===== Reports =====
+<fs Large>[[pos:report-wizard|Report Wizard]]</fs>
+<fs Large>[[pos:production-sales|Production Sales]]</fs>
+<fs Large>[[pos:drivercheckout|Driver Checkout]]</fs>
+<fs Large>[[pos:daily-closeout|Daily Closeout]]</fs>
 ===== Manager Override =====
@@ Line 216: / Line 225: @@
 ===== Clock In/Out =====
+Opens fingerprint identification window for the person whose fingerprint is entered to Clock In.
 ===== Change Locations =====
+For users with access to more than one location a window opens with the stores available to that user. This needs to be set for some of the reports to be correctly compiled. This changes the location listed at the bottom left in the POS taskbar.
+When taking an order, the customer's delivery address will automatically connect the order to the correct location. If it is a pickup the POS user will need to select the correct store from the list presented.
 ===== Modify Session Roles =====
+A user who signs in with Owner or Manager level access, may wish to leave the computer signed into POS but not have the Manager/Owner options available. Click on Modify Session Roles and then select the level desired.
+Inside level access prevents call-in orders from being paid for. This is a security measure to prevent call-in orders from being paid in cash. If a call-in customer wants to pay for a pickup while that instance of POS has only Inside level access, the order must be taken and then select the order in Current Orders and click the payment option.
 ===== Sign Out =====