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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♦ Select an Employee Module | ♦ Select an Employee Module | ||
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♦ Select Rep Button | ♦ Select Rep Button | ||
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♦ Select Employee Name | ♦ Select Employee Name | ||
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♦ Employee Details will Load from Employee Card | ♦ Employee Details will Load from Employee Card | ||
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♦ Enter Notes | ♦ Enter Notes | ||
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♦ Select Add Date and Time for the added notes | ♦ Select Add Date and Time for the added notes | ||
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♦ Address Details will Load from Employee Card | ♦ Address Details will Load from Employee Card | ||
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♦ Select Service Type for the Rep | ♦ Select Service Type for the Rep | ||
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♦ Select Ability of the Rep | ♦ Select Ability of the Rep | ||
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♦ Enter Charge Rate | ♦ Enter Charge Rate | ||
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♦ Enter Pay Rate | ♦ Enter Pay Rate | ||
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♦ Select Customer if charged to Specific Customer | ♦ Select Customer if charged to Specific Customer | ||
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♦ Tick Rep is Active | ♦ Tick Rep is Active | ||
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♦ Click Save to Complete | ♦ Click Save to Complete | ||
Revision as of 20:39, 4 December 2014
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
♦ Tick Rep is Active
♦ Click Save to Complete
