Setup Employees

Need a list of your Employees. The following screen shows the Fields for a Import. (Employee ID, Name is the ONLY Required)
The Employee ID is what will print on all the Customer Documents for Sales, Service Call Taker, Tech, etc. We like to use Names to make it more personal than initials. Employee ID have to be Unique, therefore you may need to add Last name initals.

The list needs to include if they are Sales, Office, Warehouse, Management.

Each employee will be given 'Rights' as to what they can do in the System.

We will interview you when we setup this information Initailly.