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Difference between revisions of "2 Creating a Rep"

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(Created page with "Create a Rep ♦ Select an Employee Module ♦ Select Rep Button ♦ Select Employee Name ♦ Employee Details will Load from Employee Card ♦ Enter Notes ♦ Select A...")
 
 
(One intermediate revision by one other user not shown)
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Create a Rep
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'''Creating a Rep'''
  
Select an Employee Module
+
'''How do you create a Rep?'''
Select Rep Button
+
 
Select Employee Name
+
* Select an '''Employee''' Module
Employee Details will Load from Employee Card
+
 
Enter Notes
+
* Select '''Rep''' Button
Select Add Date and Time for the added notes
+
 
Address Details will Load from Employee Card
+
* Select '''Employee Name'''
Select Service Type for the Rep
+
 
Select Ability of the Rep
+
* Employee Details will Load from Employee Card
Enter Charge Rate
+
 
Enter Pay Rate
+
* Enter '''Notes'''
Select Customer if charged to Specific Customer
+
 
Tick Rep is Active
+
* Select '''Add Date''' and '''Time''' for the added notes
Click Save to Complete
+
 
 +
* Address Details will Load from Employee Card
 +
 
 +
* Select '''Service Type''' for the Rep
 +
 
 +
* Select '''Ability''' of the Rep
 +
 
 +
* Enter '''Charge Rate'''
 +
 
 +
* Enter '''Pay Rate'''
 +
 
 +
* Select '''Customer''' if charged to Specific Customer
 +
 
 +
* Click '''Rep''' is '''Active'''
 +
 
 +
* Click '''Save''' to Complete

Latest revision as of 10:02, 17 December 2014

Creating a Rep

How do you create a Rep?

  • Select an Employee Module
  • Select Rep Button
  • Select Employee Name
  • Employee Details will Load from Employee Card
  • Enter Notes
  • Select Add Date and Time for the added notes
  • Address Details will Load from Employee Card
  • Select Service Type for the Rep
  • Select Ability of the Rep
  • Enter Charge Rate
  • Enter Pay Rate
  • Select Customer if charged to Specific Customer
  • Click Rep is Active
  • Click Save to Complete