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RanceLab Software User Help

Main > Master Data Management  > Others > Designation Set Up

In a large multi user system, many users operate the system. To maintain system security & integrity and prevent errors and enhance data entry performance, each user is assigned some rights and default set up.

To make the user rights set up simple and standard, users are grouped into common User Designation (this is different from Employee Designation).

User Designation are created to contain common characteristics of user rights, which are carried as default to the respective user belonging to the Group, like Owner, Manager, Cashier, Operator, etc.

Designation

Designation

Specify Designation (user Group) e.g. Owner, Manager, Operator)

Number of Back days

Specify number of back days. User will be able to add or edit transactions for the number of back days from specified here. Number of days will be calculated from the last transaction date made by this user.

Number of Post days

Specify number of post days. User will be able to add or edit transactions for the number of post days specified here. Number of days will be calculated from the last transaction date made by this user.

Max Discount in %

Specify upper limit of discount in percentage that the PoS user will be allowed to enter in a sales bill (relevant only for PoS users). For other users, enter 0.

Max Discount in Value

Specify upper limit of discount that the user will be allowed to enter in a sales bill. (Relevant only for PoS users). For other users, enter 0.

Login Control

No. of Back Days (Session)

Enter days limit. Back dated transaction can be done only within it.

No. of Post Days (Session)

Enter days limit. Post dated transaction can be done only within it.

Session Date Control (Back Days)

Set Warn to get a warning message while changing date for a back dated entry, set Stop to restrict from any back dated entry else set Continue.

Session Date Control (Post Days)

Set Warn to get a warning message while changing date for a post dated entry, set Stop to restrict from any post dated entry else set Continue.

Other Settings:

Change Master Entry Control

Select YES or NO here. Selecting YES will take you to another page, where you further specify YES and NO (for example, to allow or disallow user to add, edit and delete a master entry).

Change Transaction  Entry Control

Select YES or NO here. Selecting YES will take you to another page, where you will be able to specify YES and NO to allow or disallow user to add, edit and delete a transaction entry.

Change  Action Control  

Select YES or NO here. Selecting YES will take you to another page, where you will be able to specify YES and NO to allow or disallow user to carry out an activity / action. When you set Yes, you get a list of all action types to set the option (allow / disallow) for each action type

Change  Report  Control  

Select YES or NO here. Selecting YES will take you to another page, where you will be able to specify YES and NO to allow or disallow user to view and print reports.

When you set Yes, you get a list of all Reports to set the option (allow / disallow) for each Report.

Change Menu

Select Yes to set or remove menu else select No. Using this you can hide a overall module or a particular transaction/report etc.

 

Require designation option for Auto Recipe button

Scenario:

The recipe ingredients are not authorised for Franchise Location users. So, required an option in Designation setup

Solution:

In Designation Setup(M-O-D), Under Action Control added an option in Stock Journal

"Auto recipe= Yes/No/Secure"

 

Require restriction for Adjustment of Sale order in Sale order Report.

Scenario:

Require a designation for restriction to adjust any Sale Order

 

Solution:

In Designation Setup(M-O-D) -- added three options under Action Control.

●Adjust Sale Order = Yes/No/Secure

●Adjust Purchase Order = Yes/No/Secure

●Adjust Stock Adjustment = Yes/No/Secure

 

Need to allow Void Entire Bill but restrict the Item Void in a bill

Scenario: In a home delivery setup, it might be required that a user can void the entire bill after the bill is printed, but  should not be allowed to add or void any item.

 

Solution:

In Designation Master (M>O>D) -  Action control - added the following option

●Edit after Bill Print (Void Cheque Only) = No / Yes / Secure.

●This function will control only the void Cheque after bill print.

 

To Implementation this scenario, you have to set option like

●Set Edit after Bill Print = No

●Set Edit after Bill Print (Void Cheque Only) = Yes

 

Need the mandatory remarks input in in case of manual discount or void in POS.

Scenario :  In case of Manual Discount or Void Check, is is required for the operator to input bill remarks.

 

Solution: Added the following in Designation Master under Action Control

●"Show Remarks on Void Item / Bill" =  If Yes, Remarks box will open automatically when doing void. It will work for STT only.

●"Show Remarks on Item Discount" = If Yes, Remarks box should open automatically and it will work for both STS and STT

 

Bulk Changes in Voucher Type and Designation Configuration

Scenario:

If you have hundreds of Sale Voucher types, it is difficult to add a new menu or MOP in each voucher type.

 

Solution:

Added a button in Voucher Type Master “Copy Option to” (ALT+C)

It will open a list with following options

●Voucher Option

●Windows print Option

●POS print Option

Open an existing  Voucher Master (to copy from)

On selection it will open a multi selection list of existing vouchers types

Select the required vouchers types (to paste to) and press ok

The voucher option will get copied to selected voucher types

 

Note: The same function is available in designation masters.

For example you may need to copy the action control of one designation to other designation in one go.

 

Restrict the users at branch for billing if data is not synced.

Scenario:

Sometime data might not get synced to HO due to various conditions like internet connectivity, version mismatch and other reasons. You might want to stop billing at branch after a certain period, if the data is not getting synced to HO.

 

Solution:

In Designation master > In Login control

Added the following option:

Stop login if data is not synced in Hrs =

Show warning if data is not synced in Hrs =

 

For example, if you set the following for a particular designation

Stop login if data is not synced in Hrs = 48 Hrs                  

Show warning if data is not synced in Hrs = 24 Hrs                

 

If the data is not synced from a particular location since 24 hours, On login in with that user it will show a warning message.

"Data is not synced since last 24 hours. Please check your internet connectivity."

 

And if the data is not synced since 48 hours.It will stop user to login the software in branch

 

Back date entry should not be allowed after the day is closed.

Added a new option in Designation Master (MOD) -

"Allow Backdated Entry after Day close = Yes / No"

Based on this option, user will not be allowed to create any new or modify or delete  transactions in back date i.e date and time before last closed day id.,This work only if Day Open / Close process is active.

 

Designation Control on Tender Button in Sale Invoice (Touch POS)

Scenario

You might want to secure the tender button for some of the users. It is useful in the quick order mode (F10) where you do not want your order takers to go to the tender screen.

Solution:

We have added the following action control in Designation Setup (MOD)

●Tender (Touch POS) = Yes / No / Secure

 

Added Security to Control the Number of Copy for Bill Print in the Designation Master.

To stop the operator to re-print the bill before finish options added in (M>O>D)

 

●Print Bill 1 = Depending on Print Bill (No / Yes / Secure)

●Print by Type = Depending on Print Bill (No / Yes / Secure)

●Reprint Memo Before Finish = (Yes / No / Secure)