In this step, we’ll walk through how to create a collaborator and associate them with a user, which is essential for enabling counter sales in Aurore ERP.
Step 1: Access the Collaborator Tab
Start by navigating to the top bar and click on Structure, then Collaborator tab. If no collaborators have been created yet, the list will be empty.
Step 2: Create a New Collaborator
Click on “New” to create a new collaborator.
- Username: For example, Seller.
- Associated User: Choose the existing user you want to link this collaborator to—in this example, we select
Lex. - Collaborator Name: For instance, enter
Amanda Walleras the full name.
Fields like Department and Registration Number are optional and not required at this stage.
Once the basic information is filled in, click OK.
Step 3: Assign the Appropriate Profile
After creating the collaborator, you will be redirected to the list of collaborator, select the collaborator you just created and click “Open”.
Navigate to the Profile section and assign the necessary role. To enable the collaborator to perform counter sales, assign them the Cashier profile.
Click OK to save.
⚠️ Without assigning the cashier profile, the user will not be able to process counter sales.
Step 4: Create the Cash Box
After saving the profile, return to the list of collaborators. select the collaborator you just created and click open. you will see a new tab with the lable “Caise (Cashbox)”
If the cash box has not been created yet, it will be empty. You’ll need to proceed to create a cash box for this collaborator in order to enable them to process transactions.