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2. Add a Clerk

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To add a sales clerk record to the system, choose Add a Clerk and the following screen will appear:

 

 

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█                    Golden Opportunity ♦ Add a New Clerk                      █

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                              Press <Esc> to Quit

 

 

           INITIALS:    

 

         CLERK NAME:                         

 

 

 

Type three initials for the clerk and a list of the closest matches will appear.

 

 

╔═══<Esc> To Add New Clk════╗

║MORE ↑, press <┘      Code ║

║——————————————————    ———  ║

║——————————————————    ———  ║

║——————————————————    ———  ║

║——————————————————    ———  ║

║——————————————————    ———  ║

║MORE ↓, press <┘ (<Enter>) ║

╚═══════════════════════════╝

 

 

Each clerk must be assigned a different abbreviation. If the clerk's initial abbreviation has already been assigned to someone else, a message will appear informing you that the initials have been used. Press <Enter> to re-type the initials.

 

If the initials have not been used for another clerk, press <Esc> from the pick list and you will be asked to confirm that you want to add a new clerk:

 

 

             Do you want to set up a new clerk? Yes No  <Esc>=Quit

 

 

 

Press <Y> to enter a new clerk. The following screen will appear:

 

╔══════════════════════════════════════════════════════════════════════════════╗

║                                                                              ║

║    INITIALS:  ___                                                            ║

║                                                                              ║

║  CLERK NAME:                                                                 ║

║                                                                              ║

║     ADDRESS:                                                                 ║

║                                                                              ║

║        CITY:                             STATE:         ZIP:                 ║

║                                                                              ║

║       PHONE # 1:  (   )    -           PHONE # 2:  (   )    -                ║

║                                                                              ║

║              YTD GROSS AMOUNT PAID:       0.00                               ║

║                                                                              ║

║                   YTD TAX WITHHELD:      0.00                                ║

║                                                                              ║

║         PREVIOUS YEAR TAX WITHHELD:      0.00                                ║

║                                                                              ║

║              COMMISSION PERCENTAGE:   0.00                                   ║

║                                                                              ║

║                       EXPENSE CODE:                                          ║

║                                                                              ║

║           COMMISSION CHECK BANK NO:  0                                       ║

╚══════════════════════════════════════════════════════════════════════════════╝

 

 

 

The clerk information:

 

CLERK INITIALS*} The clerk initials entered on the previous screen appear in this field, and cannot be changed.

 

CLERK NAME*} Type the clerk's first and last name. If you prefer, you can type enter the name last-name first.

 

ADDRESS*} Type the clerk's address.

 

CITY*} Type the clerk's city.

 

STATE*} Type the clerk's state.

 

ZIP*} Type the clerk's zip code.

 

PHONE #1*} Type the clerk's main phone number.

 

PHONE #2*} Type a second phone number for the clerk, if needed.

 

YTD GROSS AMOUNT PAID *} Enter the gross pay earned by the clerk for the year so far. Note: The Jewelry Shopkeeper is not a payroll program and does not track or report wages. This space is provided in case you want to fill it in yourself.

 

YTD TAX WITHHELD *} Enter the amount of federal and state tax withheld from the employee's pay so far this year. Note: The Jewelry Shopkeeper is not a payroll program and does not compute or report taxes. This space is provided in case you want to fill it in yourself.

 

PREVIOUS YEAR TAX WITHHELD *} Enter the amount of federal and state tax withheld from the clerk's pay last year. Note: The Jewelry Shopkeeper is not a payroll program and does not compute or report taxes. This space is provided in case you want to fill it in yourself.

 

COMMISSION PERCENTAGE*} Enter this clerk’s regular commission percentage. The commission can either refer to a percent of the selling price of each item, or a percent of the gross margin on each item. You choose your commission method from the Store Information Defaults section of the program. If you do not pay commission but want to track sales by salesperson, you can leave this zero (0). If necessary, the commission can be changed on the sales screen on a sale-by-sale basis. You can also specify that certain sales items should have a special or zero commission percentage. For example: No commission on repairs, or 2% flat commission on loose diamonds. This type of commission is set up under Enter/Edit Major Class Codes and can be different for each major class code.

 

EXPENSE CODE*} Enter the Chart of Accounts expense code that should be assigned to checks if you use the Jewelry Shopkeeper to post commission checks for this employee. Such expense codes are generally in the Operating Expenses section of the chart-of-accounts which is in the 600–999 range of expense codes. This field is required even if you do not expect to print commission checks from the Jewelry Shopkeeper. If you leave this blank, you will be given a list of expense codes to choose from, and usually you can select the Sales Commission Expense account which defaults to 601.

 

 

 The account code must be an account between 600 & 999. Press Any Key

 

 

 

╔═══════════════════════════════════════════╗

║ MORE ↑, press <┘                          ║

║ 600____    _________________________      ║

║ 601____    _________________________      ║

║ 602____    _________________________      ║

║ 603____    _________________________      ║

║ 604____    _________________________      ║

║ MORE ↓, press <┘ (<Enter>)                ║

╚═══════════════════════════════════════════╝

 

 

COMMISSION CHECK BANK NO*} Enter the bank number that should be used if you ever use the Jewelry Shopkeeper to post commission checks for this employee. Usually you can simply select bank account number 1. The Jewelry Shopkeeper can track up to four bank accounts and if you have already set up more than one, you can select the appropriate bank number. This field is required even if you do not expect to print commission checks from the Jewelry Shopkeeper. If you leave it blank you will prompted at the top of the screen to press <Space> and re-enter a number.

 

 

RANGE: 1 to 4 (press Space).

 

 

When you have entered the clerk information, the first screen in this step will appear. You can repeat this step to enter another clerk, or press <Esc> and return to step 1.