Maintaining Users

Maintaining User permissions in ProfiitPlus or Alchemii is quick and easy. Review your system today to ensure your Users have access to just the functions that are applicable to their role.

Navigate to Administration | System | User Menu Options (Access)

Setting Up Users

Click the Add button to add a new user. 

Enter a new username and password in the empty fields provided. You can also force the User to change password on next login by ticking the checkbox.

You can copy permissions from an existing User, by simply choosing the appropriate User from the Select User Name to Copy Permissions From drop-down and clicking Copy Permissions.

If you want the User to have access to change datasets via the Main Menu, then tick the Allow change of dataset (Business) options. This allows the User to change businesses or switch to the training system.

To make the User an Administrator, tick the box Operator is System Administrator.

It is recommended that only one or two Users be made Administrators within any business.

Dashboard

There is an option to show the dashboard on the main menu for the User. For each User, you can opt to display Sales Data only, or All Data which includes account balances. Alternatively, you can set the option to No which will not show the dashboard at all.

The Access Level option is used in conjunction with Customise Options to hide/display some information, such as cost prices. If you have this option enabled, set the Access Level for each User to suit the setting in your Customise Options (found in Administration | System | Customise).

Password reset

You can also reset a password for a User by pressing the Reset Password button. You will be prompted to enter a new password for the selected User.

The Menu Map button allows you to print all of the modules currently licenced in your system. This will give you a guide on what the User can access.

The Cleanup button runs a quick check within the system to see if any modules have changed or don’t exist anymore. This runs the process for every User in your list.

Choosing Modules for each User

By clicking on a User and then the Modules tab, you will be able to select which parts of the system you want this User to have access to. Each module is listed on the left hand side, with each menu option within that module listed to the right.

You can turn on everything for one module by unticking that module, then ticking it.

To save time when adding Administrator Users who have access to all functions, you can click on the Set All button which will tick every option for that User. You can also hit the Clear All button which will untick everything.

The recommended process for “normal” Users (i.e. not Administrators), is to first use the Clear All button, then selectively switch on just the functions that they will need.

Setup User Email (Optional)

You can setup email addresses associated with a username if you choose to do so. You will need to enter your mail server details as well as the User’s email details.

Please note: You might need to add authentication details to connect to your email provider.

These details will be used as per your system choices in Administration | System | Communication Settings | Host Email Settings. Each option that has the User box ticked will use these User Email settings, in preference to the system-wide email address.

Deleting a User

To delete a User, select the User from the list and click the Delete button. That User will no longer be able to log in to the system.

So now you’re all over the Advanced Promotions and standard promotions and everything is on sale.  So you can write signs to show things are discounted, sitting down all night with your paper and a marker, or you can print professional quality shelf talkers directly from ProfiitPlus!

Creating your talker

In Administration – go to Stock | Manage Promotions | Shelf Talker Display/Designer to view existing talkers and add new designs.  Note that it is recommended that you start from a template if you have one installed already.  Creating designs from scratch will require some skill in document designer.  Shelf talker preformatted designs are available from $220 inc GST.  To add a talker, click the Add button and give the talker style a unique code – you can just use sequential numbers or you can use other naming conventions, eg. size – A4, C6, etc.  Click OK and enter a description for the Shelf Talker and click the Designer button.  The wizard will be shown where you can choose the default printer for the design, select the printer and click Next.  On the next screen you will see a large number of template sizes for Avery media.  You can select one of these paper sizes or click (user-defined) at the top of the list and click Next.  If you selected User Defined, you will need to enter the page, column, margin, etc. settings:

Get out your trusty ruler and measure your media, or determine your preferred size for the document.  If you are using an A4 sheet, you can halve or quarter this and enter the number across and down in the “Number” settings.  Click “Next” and note how many shelf talkers are to print per page.  Your label editing screen will show a box with “Double-Click here to fill the label with data” – you can double click on this box and delete the sample line.  Click the New Paragraph button – if you simply want to type text you can type the text in double quotes, or go to the “Text” tab and enter your text, press Line Feed to create a new line.  When your text looks how you want it, simply click the insert button to format it for the designer.  Click OK to go back to the previous screen and format your paragraph or add another.

Add another paragraph and in the Variables/Fields box, expand “Variables” to see a list of all ProfiitPlus fields available in the Design.  You will find a large number of fields, including stock and shelf information, standard and promotional pricing, start and finish dates and all of the complexities included in the Advanced Promotion Setup.  Simply double click any of these fields/variables to add them to the design.  You can add Text first by going to the text tab, then add a variable at the end of it.  Click OK to return to the paragraph properties screen.  You can now select the lines individually to apply custom formatting to each of the lines or change the justification/layout.

On the right hand column you will see the properties of each field.  You can go through each of these and change font colours, sizes, justification, frames and more.  You can wrap text so it doesn’t get truncated at the end of each line, or set appearance conditions and conditional formatting, which is recommended only for advanced users.  Set your formatting as required for each line added to the paragraph.  Once complete you can click and drag the edges of the text box to resize it, hold and drag to move it, etc.  You can add images by clicking the “Picture” button and dragging your mouse to indicate the size and placement of the image.  Browse for the file and click Ok.

Happy with your designer?  Click save to save the layout and close the designer if you’re happy.  You can now specify the shelf talker code in the individual promotions and/or promo lines on your sale.  Not happy?  You can continue to make changes to the design or contact Foresiight to discuss a custom shelf talker to suit your store layout/business.