Configuring Enterprise Manager

Key Features and Configuration Steps

1. Adding Discount Reasons that can be applied at the Point of Sale (POS)

• 1. Navigate to the configuration menu and select "Discount Reasons."
  2. Add a new discount reason with a name and optional description.
  3. Configure the discount type (fixed amount or percentage) and default settings.
  4. Activate the reason and save changes.
• Tip: Configure discount reasons at the highest regional level for consistency.

2. Adding Payment Types that can be used at Point of Sale (POS):

• 1. Select "Payment Types" in the configuration menu.
  2. Add a new payment type and associate it with relevant options like surcharges or online payments.
  3. Specify banking, credit, or gift card features, and activate the payment type.
• Note: Some default payment types (e.g., Cash, Visa, Gift Certificate) cannot be renamed or deleted.

3. Adding Visit Note Types

• 1. Access "Visit Note Types" in the configuration menu.
  2. Create a new note type with a name, description, and sequence order.
  3. Activate and save the note type.
• Insight: Security levels must be configured to manage access to note types.

4. Adding Stocktake Reasons:

• 1. Navigate to "Stocktake Reasons."
  2. Add a reason (e.g., expired items) with a sequence order.
  3. Mark the reason as active and save changes.
• Best Practice: Pre-define reasons to streamline stock audits and identify discrepancies efficiently.

5. Adding Transaction Modification Reasons

• 1. Open "Transaction Modification Reasons."
  2. Create a reason (e.g., wrong payment type) with details and a sequence order.
  3. Save the reason and activate it.
• Tip: Ensure employees select predefined reasons to maintain data integrity.

6. Adding Visit Deletion Reasons (to monitor unusual patterns)

• 1. Access "Visit Deletion Reasons" in the menu.
  2. Add a reason (e.g., wrong client) and set its sequence order.
  3. Activate and save the reason.
• Insight: Mandatory selection of deletion reasons ensures accountability.

Best Practices for Configuration

• Consistency: Configure settings at the global level whenever possible to standardize operations across all sites.
• Employee Training: Ensure staff understands the purpose of each reason or type and adheres to established protocols.
• Regular Audits: Periodically review reasons and types for relevance and update inactive entries.