A sales agent is leaving the company. How can I deactivate them?

Summary

To deactivate a sales agent, log in to klara.ch, navigate to “POS system > Sales agent,” and deactivate the employee. If they are an administrator, remove their rights and assign a new administrator.

Deactivating a Sales Agent

1. Log in to klara.ch on your computer.
2. Navigate to “POS system > Sales agent.”
3. Locate the employee you wish to deactivate.
4. Deactivate the corresponding employee for the cash register. This action will revoke their access to the cash register immediately.

Removing Administrator Rights

If the sales agent holds administrator rights, follow these steps:

1. Go to “POS system - Stores.”
2. Click on the pencil symbol next to the current administrator.
3. Remove the administrator rights.
4. Define a new administrator to take over the responsibilities.

Deleting the Old Administrator

After assigning a new administrator, you can delete the old one:

1. Navigate to “POS system - Sales agents.”
2. Click on the recycle bin icon next to the old administrator's name to delete them.

Registering Employee Exit for Salary Settlement

If you also manage salaries using KLARA and need to register the employee's exit, do the following:

1. Go to “Employees > Employee management.”
2. Click on the name of the employee who is leaving the company.
3. In the quick menu, click on “Change exit.”
4. Enter the exit date for the employee.

FAQ

Q: What happens when I deactivate a sales agent?

A: The sales agent will no longer have access to the cash register from the moment they are deactivated.

Q: Can I remove administrator rights from a sales agent?

A: Yes, you can remove administrator rights via “POS system - Stores” by clicking on the pencil symbol.

Q: How do I delete an old administrator?

A: You can delete the old administrator by clicking on the recycle bin icon in “POS system - Sales agents.”