Sales Desk
How to use Sales Desk Tracking and check the record report of location/user.
Last updated
How to use Sales Desk Tracking and check the record report of location/user.
Last updated
Use the Sales Desk page to manage the locations where you plan to do End of Day Cashier Balancing.
It is possible to record a location (Sales desk) for payments registered and booking changes made within the system.
Once Sales Desk Tracking is set up, upon login, users will be prompted to choose their location from a list. The users location will be registered when they make changes to bookings or register payments.
Log in as the admin user.
Navigate to Account→ Edit Account Details.
Check the Turn on Sales Desk Tracking button
Click Save.
You can set up Locations for Sales Desk Tracking with the following steps:
Navigate to Account→ Sales Desk.
Enter the name of the location
Click Save.
You can repeat this process if you wish to add more locations.
Once Sales Desks are set up and Sales Desk Tracking is turned on, when users log in, they will be prompted to choose one of the active Sales Desks.
The users location will be displayed in the top right corner of the screen and can be changed by clicking on the location name. In this case, the location is “Sales Desk North”.
Once setup, the Sales Desk will be recorded in Booking History and Financial History:
In the Booking History section, located at the bottom of the Edit Booking page, the location where the booking is made and the name of the user who made the booking will be shown.
In the Financial History section, shown at the bottom of the Financials tab of the Edit Booking page, the location where the payments are made and the name of the user who collected the payment will be shown.
When you download the Payment Report from the Payment Report page, the location where the payment is collected and the user who collected the payment will also be shown in the report.
