Editing Users
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== Create New Users == | == Create New Users == | ||
− | If you are syncing with QuickBooks, employees in QuickBooks will import into SME as Users. | + | '''Syncing with QuickBooks''' |
+ | If you are syncing SME with QuickBooks, your employees in QuickBooks will import into SME as Users. You will not be able to add new users that are technicians directly in SME, but will enter them as Employees in QuickBooks and let them sync to SME. You can add a new user in SME but won't be able to make them a technician. | ||
− | + | On the Details and Settings tab: | |
− | + | <br>* Assign '''Username''' and '''Password''' | |
− | + | <br>* Assign '''User Group''' | |
− | + | <br>* Assign if '''User is Salesperson''' | |
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− | + | On the Technician Settings tab: | |
− | + | <br>* If the user is not a technician, check '''Hide In Lists''' | |
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== Users that are technicians == | == Users that are technicians == | ||
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<br>'''Hide in Lists''' - check here if you don't want the technician to display in the technician drop down lists. | <br>'''Hide in Lists''' - check here if you don't want the technician to display in the technician drop down lists. | ||
<br>'''Select Dispatch Color''' - assign a color to your technician. When placing orders on the technician’s schedule, the order header will display the color selected. | <br>'''Select Dispatch Color''' - assign a color to your technician. When placing orders on the technician’s schedule, the order header will display the color selected. | ||
+ | <br>'''Web Access Password''' - if your technician needs to log into TechPortal for SME(if you are using), assign a password here. | ||
<br>'''Tech Rating''' - this field allows you to arrange the order in which your technicians appear on the dispatch window. The techs with the lowest number will be on the left side. | <br>'''Tech Rating''' - this field allows you to arrange the order in which your technicians appear on the dispatch window. The techs with the lowest number will be on the left side. | ||
− | + | The''' Wage Rate, Wage Cost, Service Item and Default Wage Item''' are all related to the Unit Price and Unit Cost in the labor editor (image below). | |
− | <br> | + | <br>[[File:LaborEditor_costPrice.jpg|right]] |
− | + | If Wage Rate and Wage Cost are filled out, they will populate the labor editor cost and price. If Service Item and default Wage Item are also filled out, then the Wage Rate and Wage Cost will be overwritten by the Service Item and Default Wage Item. | |
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+ | '''Wage Rate'''- The amount you charge customer for an hour of this technician’s time. When you add labor to an order and select the technician, this number will populate the “Unit Price” field circled below. | ||
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+ | '''Wage Cost''' - enter your fully loaded cost for the technician here. When you add labor to an order and select the technician, this number will populate the "Unit Cost" field circled below. | ||
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+ | [[File:Rate_Cost.jpg]] | ||
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+ | '''Default Wage Item''' – If Wage Item is selected, it will overwrite the Wage Cost. Wage Items are setup in Utilities>Payroll/Wage Items> Edit Wage Items > Run It. (image below) | ||
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+ | '''Service Item''' – If Service Item is selected, it will overwrite the Wage Rate. If you charge your customer a different price depending on what type of service your technician is performing, you can setup different services (e.g. inspection, installation, or repair). The service items are setup in Inventory > Services. The service item selected here will automatically populate the Service Item field in the Labor Editor, which drives the Unit Price (image below). You can always select another service item in the labor editor if the tech is performing a different service than the default. | ||
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+ | [[File:Wage_ServiceItems.jpg]] | ||
− | + | '''Photo Options''' – Load a photo by clicking Photo Options > Load and browse for the photo. | |
<br>'''Conflict Message''' – Check here and SME will warn you if you are trying to schedule the technician when the tech is not available. | <br>'''Conflict Message''' – Check here and SME will warn you if you are trying to schedule the technician when the tech is not available. | ||
<br>[[File:ConflictMessage.jpg]] | <br>[[File:ConflictMessage.jpg]] | ||
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'''Payroll''' – Select the payroll items that can be used for this technician. The payroll items selected in the the technician settings tab will be available to use in the Labor Editor for that technician. (image below) | '''Payroll''' – Select the payroll items that can be used for this technician. The payroll items selected in the the technician settings tab will be available to use in the Labor Editor for that technician. (image below) | ||
<br>[[File:payrollItems.jpg]] | <br>[[File:payrollItems.jpg]] | ||
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== Log tab == | == Log tab == |