22 Creating a Representative
From TrueERP wiki
Creating a Representative
Can you create a new Rep'?
All reps need to be firstly set up as anEmployee with all relevant information. This will copy over when a new Rep is created.
- In theMain Menu select Employee and then select the New Rep button.
- At the top of the page under Representative you will find a Drop Down Menu click on this to see all Employees.
- Select the Employee you need to change to a New Rep. This will transfer all relevant details from the Employee Card
- When you select the Employee you should make sure that all of the Address Info details are correct.
- The Rate Info tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an Appointment should the need arise.
- All Appointments that have been created for a Rep will be displayed in the History Tab.
- Once the Rep has been created and all is correct, click the Save Button to save all details.
