E7 - Managing and configuring your employees privileges.

E7's employee privilege management is messy but here is how its done.
First you need to enter the Configuration and select Jobs (1).

2 This is the where you can add a new job or a new job category. Select the down arrow and choose the appropriate option.
3  A job category is nothing more than a label. It has no effect on anything.
4  A job is very important. It defines all of the jobs privileges and access rights. See below image.

To make things easily managed i suggest you create a "Job Category" for your different types of staff. Eg Managers, Employees, Temporary staff etc.

Within the "Job Category" you should have the breakdown of each employee class where you plan on making their configuration slightly different. EG. Duty Manager has the rights to perform voids but a Bartender does not.

Each of the "Jobs" ie Bartender has 6 tabs containing different options and access rights. Configure them so they are appropriate for the Job type.

Once completed from the Drop down list at 1 select "Employees".

2 You can add a new "Employee Category" or "Employee".
3 "Employee Category" is nothing more than a label. I suggest you create the same categories as you created for "Jobs". It just makes for easier management of your staff.
4 "Employee" is important. Its a unique identification for each employee you have. You can define their name, address, login id's etc. 
When you create a new employee on the "Job Information" tab you need to select the "Default Job" which you previously created. This links the privileges created to that particular employee. See below Image.

And your done.


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E7 - Error: Current Business Date is Incorrect

All Micros POS systems work on the principal that the current sales get saved into the database under the current business date.

The business date does not always match the current date.
Example the business date might be 1st November 2010 but its just past midnight in your bar or restaurant and you dont exactly want the system to suddenly start saving data under the 2nd November because at the end of your night  you want all your sales in one place so you can balance your finances.

So you might ask how does the business date update and when?

Well there are two ways. You can set the business date to automatically change at a certain time eg 4am when you close your bar.

But the most common way to update the business date is to have the End of Day procedure do it for you. When you finish your days work the End of Day does things like print reports, backup the database, check for any open checks that someone might have missed and last but not least update the business date.

Honestly you can configure the End of Day to do whatever you want but this is the most common.

So for whatever reason the business date has not updated follow the below steps to get things back in order:

Step 1) Find out if any of the workstations have the correct business date. You can do this by pressing the E7 Info button on the POS screen. This is usually just an E7 icon. Once pressed you will get a little popup which gives some info and the first line will give the business date. If you find one or more workstations with the correct business date then proceed to Step 1a. If they are all on the wrong business date then proceed to Step 1b and if they are all on the wrong date but not all the same wrong date then move to Step 1c.

Step 1a) Ok so say we have the E7 PC on the correct date and all the workstations on the same wrong date. Easy fix but requires you to go to each workstation and perform the same task.
Process: Go to your workstation with the incorrect date. Sign in and go to the managers screen and select workstations.  You should now have a list of your workstations including your PC. Select the PC (or whatever workstation has the correct date) and on the right hand side you have an option to "Retrieve all Definitions". Select this and press ok. It will sync the definitions and update the business date. Sign out and press the E7 Info button on the sign in screen to confirm.
Repeat until all workstations are synced.

Step 2) If they are all on the wrong business date then you have not run your End of Day to update the business date. Sign into your system on the PC or workstations (doesnt matter which) and go to your touchscreen with the End of Day option. Select this and after a while it will do what it needs to do and update your business date.

Step 3) So your business dates are all over the place but none of them are correct. Find the workstation with the most recent business date and perform Step 1a above.
Once all your workstations have the same date perform Step 2 above.

All done.