1. Staff management

Note: To create a staff member, you must have a staff group available.

• After sign-in your POS → Go to Content Management
• In the Manage section → find and click on the “Staff”
• then click the “Staff Group” tab

You need to set up the permissions that this staff group is allowed.

Once you have created the “Staff Group”, switch to the “Staff” tab to add a new staff member.

Click “+ Add new” to bring up the staff form. Fill in the necessary information: Staff name, Email address, Staff image, Staff group, Phone number, Account status, Password, ...

Click “Save”. The newly added record will now appear on the main page.

To edit a staff member's information, find the record you want to edit and hover your mouse over it. Then, click on the Edit icon that appears.

Now you can edit the staff information. There are two important buttons to note:

• Reset Password: If you want to change the staff’s password, click on the “Reset Password” button, change the password → click “OK” to save or "Cancel" to quit.
• Reset PIN: The PIN (Personal Identification Number) is usually used to protect the account. If you want to change the staff’s PIN, click on the “Reset PIN” button → change the PIN → click "OK" to save or "Cancel" to quit.

Then, click "Update" to save or "Go Back" to quit.

Additionally, you can manage staff with other features such as:

• Delete: Hover over the staff member you want to delete and click the Delete icon.
• Restore: Click on the Filter icon → choose Trash → hover over the staff member you want to restore and click the Restore icon.
• Filter: Click on the Filter icon → choose an option: account status, staff group, Trash.
• Sort By: Click on the Sort icon → choose an option: creation date, staff name, staff group, account status.
• Search: Enter the search content: staff name, email, phone number → press Enter.
• Refresh: Click on the Refresh icon → the staff list will be updated with the latest data.

2. Customer management

One key feature to know is the "Send Message" button:

• Message Type: Choose between SMS or Email.
• Customer Group: Select one or multiple groups simultaneously. To remove a group, click the “X” icon next to it.
• Message Content: Type the message you want to send.
• Note: You’ll need to have a customer group set up before you can add a customer.

 
Adding a New Customer

• Click “+ Add New” → A customer form will appear.
• Fill in the required information: Customer Name, Email Address, Customer Image, Customer Group, Phone Number, Account Status, ...
• Click “Save” → The newly added customer will appear on the main page.

Editing Customer Information

• Find the record you want to edit and hover your mouse over it.
• Click the “Edit” icon that appears.
• Update the necessary information, then click “Update” to save or “Go Back” to cancel.

Additional Customer Management Features

• Delete: Hover over the customer you want to delete and click the Delete icon.
• Restore:
• Click the Filter icon → Select Trash.
• Hover over the customer you want to restore and click the Restore icon.
• Filter: Click the Filter icon → Choose an option (e.g., account status, customer group, Trash).
• Sort By: Click the Sort icon → Choose an option (e.g., creation date, customer name, customer group, account status).
• Search: Enter the search criteria (e.g., staff name, email, phone number) → Press Enter.
• Refresh: Click the Refresh icon → The customer list will update with the latest data.