Use transaction History to ensure compliant behavior by your employees

You need these permissions to look up transaction history: View customers, View patients, View employees, Access Back Office.

To make sure your employees are behaving compliantly, managers can review transaction history. Do a weekly employee review of discounts and sample distribution to look for behavior that you didn't expect. Find out how to look up transaction history here.

Review discounts given to a customer or employee

Look up employees and review their personal transaction history to look for discounts that are applied when they shouldn't be. You can also look up a specific customer to see if they are receiving inappropriate discounts.

Every transaction is broken down by price, taxes, and any discounts, so you can see where your employees are applying discounts for each customer.

View sample distribution for an employee

Look up your employees and review their history to see how many educational samples they have been given. Doing this periodically can help you make sure they do not go over their allotted amount.