Know the basics of CLEARVIEW and are looking to see what else it can do for you? We've compiled some tips and tricks that will make your life easier.
Do you find it tedious to print out count sheets, fill them up and then enter it into CLEARVIEW?
The CLEARVIEW mobile application makes entering physical counts into count sheets a breeze. Avoid errors from filling in printed count sheets and then copying the figures to CLEARVIEW. By opening the application on your cellphone, you can enter physical counts on the go. And best of all, it is accessed through your browser - no need to install yet another app on your phone.
CLEARVIEW Module Required: Inventory (mobile version)
Step-by-step instructions available here.
Have you faced situations where your supplier has delivered a much higher quantity of a supplier product due to a typo in the purchase order? CLEARVIEW can help you avoid this
Quantity Warning Level - Per Product is a control in Suppliers setting, that lets you decide the maximum quantity that you expect to order of any from each supplier. This doesn't mean that you need to change the maximum quantity each time you want to order a higher quantity. You can always order quantities higher than the limit you set, when creating a purchase order, however, you will receive a pop up message as a warning.
CLEARVIEW Module Required: Inventory
Path to set ordering limit: Settings > Inventory > Suppliers (click on the Supplier Name)
Path to create purchase orders: Inventory > Purchase Orders > Create Purchase Orders (a warning will automatically pop-up each time you enter an order quantity higher than the limit you set)
Do you need to use custom check lists for your store/organization?
You can use CLEARVIEW's custom check lists to create as many lists you require for everything from temperature monitoring to cleaning lists. Employees can then indicate whether tasks have been completed, fill in required information and leave comments in Check List. Goodbye manual spreadsheets!
CLEARVIEW Module Required: Basic
Path to create check lists: Settings > Global > Check List ( click on the Custom Check List tab)
Path to use check lists: Daily Entry > Check List
Want to view a visual representation of your store's performance?
Check out the Chart option in CLEARVIEW’S Executive Summary report. It's an easy way to spot anomalies and run comparisons across a variety of scenarios.
CLEARVIEW Module Required: Financial
No set-up required. It uses the data from your Executive Summary report.
Path to view the chart: Reports > Financial > Executive Summary (click on 
)
Want to easily manage which CLEARVIEW functions different roles in your organization have access to?
Yes, CLEARVIEW has a lot of functions. Obviously, you don't want all your CLEARVIEW users to have access to it all. You may not want them to have access to some functions, or want to allow certain roles to only enter data, but not edit, etc. Creating security templates based on employee roles is the best way to manage CLEARVIEW access for your employees. It's a bit of work to set it up, but once you have your security templates created, all you need to do is assign it to employees. Have a new employee? You don't need to set the access level for each CLEARVIEW page for the employee. Simply assign the security template created for their role.
CLEARVIEW Module Required: Basic
Path to create security templates: Admin > Security Controls
Path to assign security templates to users: Admin > List All System Users (click on the User ID)
Wondering how to ensure your users don't see pay related information on CLEARVIEW?
Set the Pay Rate Rules to Function Not Available for all users or security templates that you want to block access to pay information. You can also restrict the access to pay related information for the job codes you select only.
Setting the Pay Rate Rules to Function Not Available will also remove all references to Labour Cost and Labour Cost %, including, but not limited to:
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Daily Time Cards
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Cash Sheet - Labour
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Hourly Labour Cost
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Executive Summary
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Store Managers Summary
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Schedule - New (Stats)
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Schedule Variance
CLEARVIEW Module Required: Basic
Path to create or edit security templates: Admin > Security Controls (Pay Rate Rules can be found in the Labour tab of security templates)
Path to edit access to users (if you don't use security templates): Admin > List All System Users (click on the User ID, then on the Labour tab in the Update User window)
Did you know that you can have separate count sheets for different parts of your store?
You can create custom inventory count sheets that follow the layout of your store. Create a count sheet for your counter, another for the pass, one for each freezer, or any other method you choose. Inventory items can be repeated on different count sheets, employees only need to enter the count of the inventory items at the location, into the count sheet for that location, and CLEARVIEW will consolidate all the count sheets and give you a total count of each inventory item at your store.
CLEARVIEW Module Required: Inventory
Path to create count sheets: Settings > Inventory > Inventory Count Sheets
Path to create counts (fill in the count sheets): Inventory > Physical Counts > Create Count (select Custom from the Count Sheet Type drop-down list)
Would you like your favourite reports emailed to you automatically?
Do you access CLEARVIEW primarily to view reports? You can receive most CLEARVIEW reports via email on the schedule of your choosing, through subscriptions, allowing you convenient access to them anytime.
CLEARVIEW Module Required: Basic
Path to create subscriptions: Profile (click on the Subscriptions tab)
Subscriptions can also be created from individual reports by clicking on 
Would you like to avoid late fees and last-minute scrambling for deliveries?
CLEARVIEW helps you be more organized with your purchase order. You can set up the delivery schedule for each supplier to ensure that orders are completed before their cut-off time.
CLEARVIEW Module Required: Inventory
Path to set up delivery schedule for a supplier: Settings > Inventory > Suppliers (click on the Supplier Name, then on the Delivery Schedule tab in the Update Supplier window)
