Add Business/Warehouse Manager

To add a Warehouse Manager, click the 1.Create a Business/Warehouse Manager link.     

  

The next window will open. 

 

General Tab

This tab allows editing details of the Warehouse Manager.

The red markings indicate mandatory fields that must be filled in properly before the Warehouse Manager can be saved.

Business Details

Fill in the Business Details: Name of your Company, Initials, Address, City, Zip Code, Country, State/Region, Office Phone, Fax, Web Page, and Logotype.

Shipping Address    

To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.

To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.

Billing Address

To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.

To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region. 

 

Details Tab 

This tab allows the user to enter additional details about the Warehouse Manager, as well as to add an Alias.

 

Contact details

Fill in the Contact Details (optional): Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone, and Valid Email Address. 

Aliases (Assumed names)

To add an alias to a contact, first click on thebutton located at the bottom of the Details inset.

 

The Add/Edit Alias window will open. 

This window allows designating properties of a new alias.   

The red markings indicate mandatory fields that must be filled in properly before the alias can be saved.  

Fill in the Alias Details: Name, Initials, Contact Name, Address, City, Zip Code, Country, State/Region, Office Phone, Mobile Phone, and Office Fax Number.

To set the Alias as Default, check the  box. Then click OK.

The Warehouse Manager window will now include a new alias.

Settings Tab 

This tab allows users to define the display format, default measurement units, and display settings to be used under the system accounts. Settings chosen as “default” will be used as default settings for every account created in the system.  

Choose preferable settings and click on the  button.   

After saving the Warehouse Manager page, a new manager will be added to the Managers window.   

For additional information, go to the following links:    

Add an Alias to a Warehouse Manager

Edit an Alias of a Warehouse Manager

Edit Business/Warehouse Manager

Add New Storage Location (Warehouse)

Add New Account (Company)

Add a New User  

Configure E-mail settings  

Logging in for the first time