Employees... Menu

Updated April 23, 2023

Employees may be entered into the system for use primarily in the  Estimating/Order Entry and Job Costing/Data Collection modules. The system will allow the user to define Customer Service Reps (CSR’s), PO Agents, Estimators, Shop Floor employees and Sales Reps.

 

 

Menu Options:

Employees... : Enter an employee as a Shop Floor Employee, CSR, Estimator and/or Purchasing Agent.

Sales Reps... : Define sales staff to be assigned to Estimates and Orders through the system.