This feature allows you to set up individual clerk IDs on your terminal. Clerk IDs are unique identifiers that a terminal operator keys in when prompted each time he/she performs a transaction.
This allows you to produce Clerk Sub-Totals reports that track financial totals and number of transactions by clerk. Using this feature also allows you to produce Tip reports in order to track tip activity by individual clerk.
Each clerk ID can have one to six alphanumeric characters (punctuation and special characters are not allowed). A maximum of 255 clerk IDs can be added for one Merchant ID. Once clerk IDs are set up and associated with your Merchant ID, they can be used on any handheld terminal that has been configured using your Merchant ID.
IMPORTANT: Clerk Subtotals must be cleared on a regular basis (weekly is recommended). If not, the Moneris host will automatically clear the totals when the number of transactions for a card type processed by a clerk ID reaches 10,000.
A default clerk ID can be set up on your terminal to be automatically used on all transactions (no clerk ID prompting). When this feature is enabled, all transactions performed on that terminal will be added to the Default Clerk IDs totals regardless of which operator performs the transaction.
For the clerk ID prompting procedure, see Entering the Clerk ID.
To configure Clerk Mode on your terminal, see Configuring Clerk Mode.