Difference between revisions of "2 Creating a Rep"
From TrueERP wiki
(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...") |
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| − | + | '''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''' | ||
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| + | * Enter '''Pay Rate''' | ||
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| + | * Select '''Customer''' if charged to Specific Customer | ||
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| + | * Click '''Rep''' is '''Active''' | ||
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| + | * 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
