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--- erp-manual:cloud:relation:internal-staff [2023/12/05 14:15]
Kalpesh Popat created
+++ erp-manual:cloud:relation:internal-staff [2024/04/29 04:56] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
  ====== Internal Staff Management ======
-  * To access Internal Staff Screen, click on Relations in Internal Staff Management or click on the icon of Internal Staff in Menu. When clicked it will show the search screen of Internal Staff as seen below.
+===== Start =====
+  * Click on Internal Staff Management Menu and then click on Create New button
-  * There are 2 tabs in internal staff search screen, One is Master and the other one is Duplicate. In Master tab, all the master  (internal staff or Individual Company) entries are done.
-  * In “Duplicate” tab all supplier that the system thinks is a duplicate will be visible.
-  * In the internal staff search screen, a user can create internal staff by clicking on the Create Internal Staff button or can press n.
-{{ erp-manual:cloud:customer:FullScreen.png?500 }}
+ ===== Components of Internal Staff Management =====
+  * Header
+  * Contact / Address
+  * Profile
+  * ID Card
+  * Tax / Terms
+  * Bank Details
+  * Save Document
+  * Attachment
+  * Comments
+  * Transactions
-  * When Clicked on the Create Internal Staff Button, the internal staff screen opens. In Internal Staff Header , the Company Name must be added, In Category select the type of the internal staff Eg. - Is the internal staff client or Partner or a Friend etc. The user can also add the nick name of that internal staff. And set the priority of the supplier as necessary.
-{{ erp-manual:cloud:customer:Header.png?500 }}
-  * In Address section, Click on Add Address to add as many address for that internal staff. Fill address type, street, city, state country name and delivery details.
+ ===== Header =====
-{{ erp-manual:cloud:customer:Address.png?500 }}
-  * In Contact Screen, a user have to fill contact type of the internal staff and also have to fill internal staff full name and contact information. To access supplier screen click on Add Contact or press c.
+{{popup>erp-manual:cloud:profile:staffheaderview.png?500}}
-{{ erp-manual:cloud:customer:Contact.png?500 }}
-  * In Internal Staff Information, provides details of anniversaries, nationality and gender.
+**Step 1:** Click edit button. System will open a popup to edit the information of the header. following information is required:
-{{ erp-manual:cloud:customer:Tax.png?500 }}
+    * **Account Name**: Provide name of the staff.
-  * In Tax Related Section, Tax ID of supplier is stored. So it gets easy to get all the info about the internal staff.
+    * **Staff Category**: Select the type of the staff like Management, Worker, Staff.
-All historic sales order related to that internal staff can be seen in Sales Order section along with the discounts provided.
+    * **Worker Category**: Select the category of the staff based on their role like Admin, IT, Assembly.
+    * **Parent ID**: Select the master staff for duplicate staff.
+    * **Comments**: Any comments related to the staff.
+{{popup>erp-manual:cloud:profile:staffheaderedit.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Contact / Address =====
+  - **Add Contacts**: To add contact details for the staff follow the below steps:
+      * Click on the + button in Contacts section. A popup will open.
+      * Select Contact Type, Title of the person. Provide First Name, Middle Name, Last Name, Remarks of the contact person.
+      * Provide Landline number(s), Mobile Numbers(s) and Email(s) as required.
+{{popup>erp-manual:cloud:profile:contactedit.png?400}}
+      * Click on Confirm button to close popup.
+      * Repeat the above steps to add multiple contacts
+  - **Add Address**: To add address for the staff follow the below steps:
+      * Click on the + button in Address section. A popup will open.
+      * Select Address Type, for eg. Billing Address, Shipping Address, Home Address etc.
+      * Provide the Address by filling these columns as required - Street Address, City/Town, State, Country, Postal Code, Landmark
+{{popup>erp-manual:cloud:profile:addressedit.png?400}}
+      * Click on Confirm button to close popup.
+      * Repeat the above steps to add multiple address
+===== Profile =====
+Provide additional profile details such as Birth Date, Marriage Date, Nationality and Gender.
+{{popup>erp-manual:cloud:profile:staffprofile.png?400}}
+**Note: ** This section is optional. You can use this section to provide additional information about the staff.
+===== ID Card =====
+Add details of ID Cards like Passport, Driving License, Tax ID. To add ID Card details of customer follow the below steps:
+  * In the Identity section, click on + button. A popup will open.
+  * Provide Name on the ID, Birth Date, Gender, ID Type, ID Number, Country, Location, Issued On, Expiry On
+{{popup>erp-manual:cloud:profile:idcardedit.png?400}}
+  * Click on Confirm button to close popup.
+**Note: ** This section is optional. You can use this section to provide additional information about the staff.
+===== Tax / Terms =====
+{{popup>erp-manual:cloud:profile:taxandterms.png?400}}
+  - **Payment Terms**: Click edit button in Payment Terms section. System will open a popup to edit the information of the terms. following information is required:
+    * Payment date, Credit Days, Payment Terms and Mode of Payment
+{{popup>erp-manual:cloud:profile:paymenttermsedit.png?400}}
+    * After editing is done, click **Confirm** to close the popup.
+  - **Tax Information**: Provide TAX ID/VAT/GST. Provide TAC ID 2 if required.
+===== Bank =====
+Add Bank details of the staff. To add Bank details, follow the below steps:
+  * In the Details section, click on + button. A popup will open.
+  * Provide Account Number, Account Name, Bank Name, Bank City, Bank Branch, Bank Address, Check Favouring and Remarks.
+{{popup>erp-manual:cloud:profile:bankedit.png?400}}
+  * Click on Confirm button to close popup.
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+===== Image =====
+Note: Image can be added only after document is saved.
+**Step 1:**
+After the document is saved, click on Add button in the Image section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:imageadd.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one image can be uploaded.
+===== Attachments =====
+Note: Attachments can be added only after document is saved.
+In Attachment section, you can add documents related to the customer such as Contract Copies, Registration Details etc.
+**Step 1:**
+After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
+Users can select the file to attach or drag and drop the file on the popup
+{{popup>erp-manual:cloud:attachment.png?300}}
+**Step 2:** Click confirm to close the popup
+Note: At a time only one attachment can be uploaded.
+===== Comments =====
+Note: Comments can be added at any time, even if the document status is pending or closed.
+To add comment click on Add button and provide the comment in the popup.
+{{popup>erp-manual:cloud:comments.png?300}}
+Note: User can edit only their own comment, eg: User A cannot change comment of User B
-[[erp-manual:cloud:profile:header|Click Here to know How to Make Header]] \\
-[[erp-manual:cloud:profile:address|Click Here to know How to Make Address]] \\
-[[erp-manual:cloud:profile:contacts|Click Here to know How to Make Contacts]] \\
-[[erp-manual:cloud:transaction:payment-terms|Click Here to know How to Make Payment Terms]] \\
-[[erp-manual:cloud:transaction:additional-info|Click Here to know How to Make Additional Info]] \\
-[[erp-manual:cloud:profile:image|Click Here to know How to Make Image]] \\
-[[erp-manual:cloud:transaction:attachments|Click Here to know How to Make Attachments]]

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