About > Online Registration > Staff
Altru Staff Procedures and References
Documents in this section of the Springfield Art Association website are for the support of Staff and Volunteers working with the New software product.
Online Registration
Testing Site
Altru Daily Procedures
| altru_daily_procedures.docx |
For Point of Sale Terminals
Turn on Receipt Printer
Cash drawer will not open if receipt printer is off.
Open Chrome (you must use Chrome to be able to print receipts)
Login into Altru
If you are the ONLY one working for the day you can log in with your personal account.
If you are sharing the cash drawer you should log in with the shared POS account
Email: [email protected]
Password…Not posted here for security
From Sales open Count Initial Cash
Enter the total amount of cash in the drawer
In reference enter “Drawer opened by + your name”
From Sales open Daily Sales or Advances Sales depending on the type of transaction you are doing.
Complete sales transactions as needed.
The cash drawer will open automatically if you have a cash sales transaction.
Checks should be slipped through the left slot of the cash drawer.
Credit Card Slips should be signed then put in the right slot of the cash drawer.
To open the cash drawer without a sale.
Sales > No sale/open cash drawer
At the end of your shift/day you must close your drawer.
From Sales open Close Drawer
Count and enter the total amount of cash in the drawer.
Count the number and total value of checks.
Verify the credit card receipts match the payments listed.
Click Save
When asked if you would also like to submit choose Yes.
From the Closed Drawer Report check the View Transactions box then View Report.
Click on the Export icon then save to PDF.
Save this report to the shared server under Altru> Closer Drawer Reports with the date then your initials (ie 2-25-18 CM)
If you logged in under your own account to complete any sales transactions other than back office, you must close your drawer at the end of your shift.
Need a refresher on using daily sales? Check out this video.
Check out additional videos here.
Turn on Receipt Printer
Cash drawer will not open if receipt printer is off.
Open Chrome (you must use Chrome to be able to print receipts)
Login into Altru
If you are the ONLY one working for the day you can log in with your personal account.
If you are sharing the cash drawer you should log in with the shared POS account
Email: [email protected]
Password…Not posted here for security
From Sales open Count Initial Cash
Enter the total amount of cash in the drawer
In reference enter “Drawer opened by + your name”
From Sales open Daily Sales or Advances Sales depending on the type of transaction you are doing.
Complete sales transactions as needed.
The cash drawer will open automatically if you have a cash sales transaction.
Checks should be slipped through the left slot of the cash drawer.
Credit Card Slips should be signed then put in the right slot of the cash drawer.
To open the cash drawer without a sale.
Sales > No sale/open cash drawer
At the end of your shift/day you must close your drawer.
From Sales open Close Drawer
Count and enter the total amount of cash in the drawer.
Count the number and total value of checks.
Verify the credit card receipts match the payments listed.
Click Save
When asked if you would also like to submit choose Yes.
From the Closed Drawer Report check the View Transactions box then View Report.
Click on the Export icon then save to PDF.
Save this report to the shared server under Altru> Closer Drawer Reports with the date then your initials (ie 2-25-18 CM)
If you logged in under your own account to complete any sales transactions other than back office, you must close your drawer at the end of your shift.
Need a refresher on using daily sales? Check out this video.
Check out additional videos here.
Helping a member how did not get the Altru link
For those members who did not get a link because we had their email or something was incorrect in our database. Do one of the following.
Update their contact information in their Altru individual constituent record and ask them to wait for a new link on Tuesday.
Won’t wait? Try one of these.
OR
Always remember that you can sign people up for Canvas and Cocktails (anything that is on sale now) over the phone if they are having a lot of trouble. Best to have them walk away happy when possible. Try to be patience and even when it is not warranted thank them for their patience and understanding as we get the new system set up.
Update their contact information in their Altru individual constituent record and ask them to wait for a new link on Tuesday.
Won’t wait? Try one of these.
- Send them this link to have them create an account.
- https://76238.blackbaudhosting.com/76238/register
- Once they create an account go in and merge their constituent records (MaryBeth or Char can help with this)
OR
- View their current individual constituent record in Altru. Update their information and ENSURE you tell them exactly how you are spelling things (ie did you say N, N., or North)
- Then tell them to register a new account online https://76238.blackbaudhosting.com/76238/register
- But being sure they enter the information exactly as you told them.
Always remember that you can sign people up for Canvas and Cocktails (anything that is on sale now) over the phone if they are having a lot of trouble. Best to have them walk away happy when possible. Try to be patience and even when it is not warranted thank them for their patience and understanding as we get the new system set up.
Other Important Information
Guest Passes
Guest passes will be used to manage Edwards place Tours ONLY in Altru. From Daily Sales simply click apply passes with the member's constituent record up and the EP Tour event selected.
Canvas & Cocktails Benefits must be managed with a Discount manually applied to the trasncation.
Vendor Accounts
Vendors Accounts that have "name" - V ie Corrin McWhirter - V
Vendor Accounts are required for all merchandise in Altru therefore every artist will have two accounts (one as a vendor organization and one as an individual artist member)
Memberships, classes items etc should be sold under the individual accounts only.
Marketing Suvery
No you cannot ask specific questions based on item sold etc. At the moment we have only activated one question of how did you hear about us. please send feedback if you wish to have this featured turned off completely. I have requested improvements to this area of the software.
What about MG Nelson Artwork? How will we handle this with commissions.
We still need to figure out how to handle online art supply sales.
Do we take merchandise off Weebly??
Guest passes will be used to manage Edwards place Tours ONLY in Altru. From Daily Sales simply click apply passes with the member's constituent record up and the EP Tour event selected.
Canvas & Cocktails Benefits must be managed with a Discount manually applied to the trasncation.
Vendor Accounts
Vendors Accounts that have "name" - V ie Corrin McWhirter - V
Vendor Accounts are required for all merchandise in Altru therefore every artist will have two accounts (one as a vendor organization and one as an individual artist member)
Memberships, classes items etc should be sold under the individual accounts only.
Marketing Suvery
No you cannot ask specific questions based on item sold etc. At the moment we have only activated one question of how did you hear about us. please send feedback if you wish to have this featured turned off completely. I have requested improvements to this area of the software.
What about MG Nelson Artwork? How will we handle this with commissions.
We still need to figure out how to handle online art supply sales.
Do we take merchandise off Weebly??
