Edit Business/Warehouse Manager

  • General Tab
  • Details Tab
  • Settings Tab

    To open the Edit Manager/Warehouse section, click the View Business/Warehouse Manager link on the start page.

     

    The Managers window will open.

     

    To edit a manager, select the manager from the grid and click the   button located at the top of the window.  

     

    The Warehouse Manager window will open.

     

    General Tab

    The General tab allows editing details of the Warehouse Manager that is being added. Red markings indicate the fields, which must be filled in properly before the account can be saved.

    Details Tab

    The Details tab allows the user to enter additional details about the Warehouse Manager as well as an Alias.

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

     

    Aliases (Assumed names)

    To edit an existing alias of a contact, first click the  button located at the bottom of the window.

    The Add/Edit Alias window will open.

    It allows editing the properties of the alias selected from the contact.

    The red markings indicate the fields, which 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.

    Checking the Default box will set the current alias as the default alias for this contact. 

    Settings Tab

    The Settings tab allows users to define the Display Format, Default Measurement Units, and Display Settings to be used under system accounts.

    Continue with the following steps: 

    Add a New Storage Location (warehouse)

    Add New Account (Company)

    Add a New User  

    Configure Email Settings  

    Logging In for the first time