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erp-manual:cloud:relation:internal-staff

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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.
  • 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.

  • 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.

  • 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.

  • 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.

  • In Internal Staff Information, provides details of anniversaries, nationality and gender.

  • In Tax Related Section, Tax ID of supplier is stored. So it gets easy to get all the info about the internal staff.

All historic sales order related to that internal staff can be seen in Sales Order section along with the discounts provided.

Click Here to know How to Make Header
Click Here to know How to Make Address
Click Here to know How to Make Contacts
Click Here to know How to Make Payment Terms
Click Here to know How to Make Additional Info
Click Here to know How to Make Image
Click Here to know How to Make Attachments

erp-manual/cloud/relation/internal-staff.1701785719.txt.gz · Last modified: 2023/12/05 14:15 by Kalpesh Popat