Sales Rep Order Entering

[Kami]

We would like a feature that allows salespeople to have to enter their name as the order taker before the process continues. It doesn't matter if it is our busy season or not. The logging in process takes too long that salespeople will enter an order on any station that is open or closest...If production has a question they have to ask each person if they were the one who initially took the order.

I think this will be two-fold for those users that have requested the ability to print or view reports of orders taken by individual ***ociates - in our store that report would not mean anything because whoever turns on the computer in the morning and logs in first is typically who's name is on the orders taken for that day on our counter stations.

[M. David Matney]

We would like a feature that allows salespeople to have to enter their name as the order taker before the process continues. It doesn't matter if it is our busy season or not. The logging in process takes too long that salespeople will enter an order on any station that is open or closest...If production has a question they have to ask each person if they were the one who initially took the order.

I think this will be two-fold for those users that have requested the ability to print or view reports of orders taken by individual ***ociates - in our store that report would not mean anything because whoever turns on the computer in the morning and logs in first is typically who's name is on the orders taken for that day on our counter stations.

It is still a good practice for security reasons to logoff of a computer when you walk away from it if it is a shared computer. If you leave yourself logged on and you are an administrator, or have access to General Ledger or other sensitive accounting information, such as setting up users, then you open yourself up to employees accessing information they shouldn't have access to. I know a good majority of shops institute a policy that you are not to leave yourself logged onto shared computers in order to prevent users from gaining access to areas of BizWizard that they should not be accessing.

[Kami]

I think your reasons are valid, but our industry is mostly Mom & Pop shops. With that said my Dad has gotten to places in BizWizzard that I didn't know existed and not been able to get out of them either, but overall, I think a drop down of who is taking the order (although it is there) doesn't transfer to work orders.

[M. David Matney]

I think your reasons are valid, but our industry is mostly Mom & Pop shops. With that said my Dad has gotten to places in BizWizzard that I didn't know existed and not been able to get out of them either, but overall, I think a drop down of who is taking the order (although it is there) doesn't transfer to work orders.

It is mom and pop, but not all mom and pop operations have a good trust factor with their employees. We have two clients that use BizWizard whereby one customer had a general manager pocket over 20,000 of company money and another store had to fire an employee caught stealing money. Specifically, these companies who are also mom and pop and have less employees then your store does, had employees canceling and deleting orders and invoices and pocketing cash. these companies learned that the security features built-into BizWizard would have saved them alot of pain, headache and monetary loss had they implemented them. It doesn't matter what size of a company you have, employees can still be thieves and is why the security features of BizWizard are in there. It is to protect you as a business owner. If a company chooses not to implement them, then that is a business decision a company makes, however we recommend making use of those features to prevent problems from occurring.

In the case of your Dad, he has gotten to places in BizWizard he couldn't get out of, however if those security features had been implemented, it would have prevented him from going into those places whereby he didn't understand those portions of the software. Now, of course, your Dad is not going to steal (after all, he'd be stealing from himself) but implementing those security features ensures that only people trained on those portions of BizWizard are accessing those portions.

[awardsguy]

David-I'm with Kami. Our people don't log in and log out all day. How about force a selection of customer service people on every order? Sure we'd have inaccurate info at times, but as it is, we do anyway. It would be in the best interest of the Reps to take credit for the orders if there is commission on the line, but if there isn't commission, they don't care who is credited with the sale.

If needed, we could have a "front counter" log-in that would include writing orders, taking payments, etc without any advanced accounting/personel/report features included. If someone needed those features and were allowed, they could then officially Log In.

[Columbia Awards]

One solution would be to put an activity timer in the software whereby there is an automatic logout if the system is idle. Of course this would be a pain at times and I would prefer an option to turn this feature off.

Employees should be trained to log off when using a 'communal' system.

[M. David Matney]

Employees should be trained to log off when using a 'communal' system.

Richard, at Columbia awards, is 100% correct. Employees should be trained to log off when using communal systems. If they are not, then they are opening up security holes in your application.