Clerk IDs are a great way to associate transactions with the employees that completed them.
If you have not enabled the Clerk ID mode for your location, please read: Enabling clerk ID mode for your locations.
When this feature is enabled, your employees are assigned a unique identifier that they must enter in order to perform a transaction.
This feature allows you to produce transaction reports and track financial data by employee.
CLERK ID PROMPTING
With Clerk ID Mode enabled, the flow with the Virtual Terminal changes; instead of prompted for a card number, clerks are first prompted for their unique clerk id.
Entering a valid clerk ID will transition the Virtual Terminal to the card prompt screen. The process then continues as described here:
- Funding a gift card from a Virtual Terminal App
- Earning loyalty from a Virtual Terminal App
- Redeeming a gift card from a Virtual Terminal App
- Redeeming loyalty from a Virtual Terminal App