Core Data > Clients Window > Set-up Despatch Stop, Secure by Client

Overview:

This feature is to setup the system to prevent un-authorised despatches to designated clients. This option will prevent an order being despatch by USERs unless they have permission and an internal employee password.

Operation of the ‘(3) Despatch Stop, Secure’ tick box

= Despatch will not be stopped

= Despatch will be stopped until this box is un-ticked (Despatch Stop)

= Despatch will require an internal employee password to proceedaus (Secure)

To set the “Secure Despatch” options:

Option 1 – ‘(3) Despatch Stop, Secure’ box ticked

Open the Core Data module and open the client record for the required client and then click on the "Client Info" tab, click in the box to tick (circled below). Press <F9> to save.

Now when a Client Order or Production Order is created for the client a warning message will appear.

The USER can click OK and continue to create and save the Order, but when a USER attempts to despatch any Orders for that Client the ‘DESPATCH STOP’ warning message appears and the order cannot progress any further until the ‘(3) Despatch Stop, Secure’ box is un-ticked by an authorised employee.

Option 2 – ‘(3) Despatch Stop, Secure’ box is solid

Open the 'Core Data' Module, then open the 'Clients' window, click on the "Client Info" tab, dbl-click in the box to fill (circled below).Press <F9> to save.

Now when a Client Order or Production Order is created for the client an alert message appears.

The USER can click OK and continue to create and save the order, but when a USER attempts to despatch any orders for that Client the ‘SECURE DESPATCH’ warning appears and the order cannot progress any further without the USER entering a password.

The USER clicks on OK and an ‘INFO’ message appears.

The USER clicks on OK again and a message appears asking the USER to enter their password. The Order cannot be despatched until an internal password is entered. Only USERs with the correct permissions and an internal password can proceed to despatch the order.

To set Permissions and Password for the Secure Despatch

Note: Only an authorised USER can set the necessary permissions and password.

Open the Core Data and then open the “Employees” option or open the 'Personnel' Module, and then open the “Employee Information” option. Both will display the “Employee Details” window. To find an employee either, enter an employee’s number in the "Emp No." field or press <F2> and select employee from the pop-up list and click OK, press <TAB> to display the selected employee’s details. Click on the "Security" tab to open. In the first column, find the "Password Despatch (Production)" and the "Password Despatch (Client Order)" tick boxes. Click in both boxes to tick, this will give permission to the selected employee.

While still in the “Employee Details” window, click on the “Details” tab to display the employee’s details. A password must be entered in the ‘Password’ field (see below). This password MUST unique to that employee, internal employee passwords cannot be the same as other USERs.

Press <F9> to save settings.

Last Revised: 24/01/2014 SJ