To-Do List

To-Do List

To-Do List Overview

A To-Do List can be described as a Task List sent by the corporate which looks like a message but it contains instructions to do a task instead of general communication.
 
To reach the To-Do List module:
  1. Login to Control Center
  2. Choose Point of Sale
  3. Choose Others
  4. Choose To-Do Lists 

Understanding the To-Do List Module Layout

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.


                                                                                           Figure A

Creating a New To-Do List:

Follow the steps mentioned below to add a new To-Do List:

  1. Click the “Add New” button as presented in Figure A above to add a new To-Do List.
  2. The form will appear on your screen as shown in Figure B below.

                                                                    Figure B

  1. Subject: Mention an appropriate subject that hiat nts what your list is about.
  2. Note: In this field, define the To-Do list according to your understanding. It could be defined with any extra details that can come in handy later.
  3. Run Frequency: From this drop-down list of frequencies, choose the option that supports your To-Do List purpose, i.e., daily, or one-time.
  4. Type: This field lets you choose the type of To-Do list whether you want to do it by yourself (Manual) or let the POS device do it for you (Print Labels).

Editing To-Do Lists:

Follow the steps mentioned below to edit a To-Do List:
  1. Click the Edit button highlighted in Figure A above to edit a To-Do List.
  2. The form as shown in Figure C above will appear on your screen.

                                                                     Figure C
  1. You are allowed to modify the existing To-Do list, depending upon the requirement.
  2. Finally, you may save, close, or add a To-Do list using the buttons highlighted in Figure C above.

Deleting To-Do Lists:

Follow the steps mentioned below to delete a To-Do list:       

  1. Click the “Delete” button as indicated in Figure A to delete a To-Do list.
  2. The dialog box as shown in Figure D will appear on your screen.

              
                                                  Figure D
  1. Click “Yes, Delete” to continue the process of deleting the To-Do list.
  2. Click “Cancel” to close the popup and skip the deletion process.

Assignment Tab


                                                                                      Figure E
Send To: In this field (See Figure F), from the drop-down list, you can assign this To-Do list to one or many locations,
to one or many employees," or to any of the corporate users.

                                                                               Figure F

    • Related Articles

    • Employee of Month

      Employee of Month Overview The Employee of the Month is a criterion to select employee(s) based on performance, quality, attendance, and many other determining factors from the previous month(s) based on their role. The store managers or the ...
    • Commissions

      Commissions Overview Commissions are a simple, fast, and intuitive way of adding a spiff to a specific item(s) and keeping track of the payouts to employees that made the sale. This is all trackable via reports and on the leaderboards within the ...
    • Tax Groups

      Tax Groups Overview A tax group holds the specific tax rates that are applied to the products. An admin user of the control center can create multiple groups as per tax options for products. When the product is sold, it is possible that multiple tax ...
    • Invoice Export

      Invoice Export Overview Invoice exporting is a straightforward way to choose from a list of stores and vendors, and then export all invoices in a specific date range to a Microsoft Excel file. This can then be viewed/manipulated/imported into any ...
    • Pricebook Zones

      Pricebook Zones Overview A pricebook zone is a container of costs/prices for products that are sold. Every product pulls it's cost/price from a pricebook zone "container" that is assigned to one or more stores. Pricebook Zone Flow: “Pricebook Zone > ...