EPOS KNOWLEDGE BASE

Customer Audit

POSTED ON  BY Amanda

 

⬇ Explore the functionalities of the product page by toggling between tabs below.⬇

The Customer Audit function has further enhanced the security of user’s operations and vastly reduced the possibility of fraud at user’s end, especially for larger businesses with many staff.

Users can use this functionality to:

  • Detect any potential fraudulent activities throughout the business operations
  • Closely monitor the highly suspicious work shifts
  • Retrieve the records on customer creation or updates being performed at the POS.

To access the Customer Audit, from the Feature Panel, under Reporting click on Customer Audit. Users will then be directed to this page.

  1. Filter
    Allow users to generate an Customer Audit report based on a specific date, Customer, Action and Cashier-On-Duty.

    Click on Apply Filter to generate a report.

  2. Audit Report
    Shows the Date and time, Customer name, Type, Action, Changes made and staff.

    💡Users must perform END SHIFT at the POS in order for the order information to be synchronised to the Backend Portal for auditing.

This feature allows users to check the specific action performed on the POS by specific staffs.

Users can navigate to the Customer Audit tab in the Backend portal and filter the cashier account assigned at the store. 

Users can filter by the action performed and view the staff member who made the changes.