security on credit accounts?

1. Store Operations Manager
2. File
3. Security
4. Set Security
5. Goto Customers
6. Open a customer screen
7. Press CTRL S
8. Click on Credit Limit
9. Tick the box under Disable Change for one of the Security Levels
10. Click OK
11. Press CTRL S
12. File
13. Security
14. Set Security
15. Database
16. Cashiers
17. Set the Security level of each cashier that is not permitted to change credit limits to the same level that you ticked in step 9
18. Click OK

Also ensure you set the security on the menu option for setting security and changing cashiers.

Lookup Security in help in Store Operations Manager

Overview You can protect every field on any Manager or POS display based on the cashier's security level. The Set Security option in the File menu enables you to switch to Security mode. In this mode, you can define data fields as 'hidden', 'view-only', or 'editable'. This way, you define exactly what control(s) the cashier can view and/or edit.

You can also set security for entire menus (i.e., Wizards) and/or menu options (i.e., Label Wizard) in the Manager program.

Note: The standard shipment has all the commands and functions enabled. When you receive the software, you need to build your security structure and set up each level. To set up the security structure, you must have Administrator Rights.

Read the following to learn how to:

a.. Set up a security level

b.. Assign the security level to the employee(s)

The security procedure sets it for the form which means it is set for every single customer not just one.

You just need to open up several customers and test to see that it worked.

The idea of the security is that you have 31 levels that you can set a cashier's level to (0 to 30), you have to decide what different types of staff can and can't have access to and set up this level of security.

Here's an example for you.

1. Set up a new cashier called Level 1 and set the security level to 1
2. File
3. Security
4. Set Security
5. Goto Customers
6. Open a customer screen
7. Press CTRL S
8. Click on Credit Limit
9. Tick the box under Disable Change for Security Level 1
10. Click OK
11. Press CTRL S
12. Close the customer screen
13. Open Items
14. Select any item and click properties
15. Press CTRL S
16. Click on the cost field
17. Tick the disable read box
18. Click OK
19. Press CTRL S
20. OK out of the item
21. Quit out of store ops manager
22. Now sign in as cashier Level 1 that you setup in step 1
23. Open up items and check any of the items in your system and cashier Level 1 now cannot see or change the cost field on any item

You can set this type of security for any menu (CTRL ALT S to set security on menus), form or field in the system, it is very powerful.

Read the help, play around (in a test system if you have one), good luck.