location

Introduction

Employees - individuals, employees of the organization imported into the system or created manually.
Mobile Account for a field employee can be created only if an employee from this directory is specified for it.

List of employees

By default, the directory looks like this:

Employee List Attributes

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left. 
The display of columns, their width and relative position can be customized.

Employee Card

To view all the details of the employee, click on the button  in the general list.
If an account has not been created for an employee, only tabs with general information and classifiers will be available in the employee card.
On the Main tab, a message about the absence of an account will be displayed:

If an Account is created, all other tabs of the card become available.
On the Main tab displays the active license of the Mobile Application and the Position in the Organizational structure:

On the Main tab, in addition to the employee's code and name, his contact details are displayed.

Route Settings

The tab becomes available if an Account has been created for the employee to work with the Mobile Application.

Route settings allow you to fine-tune some parameters individually for an employee.
It will has a higher priority than global settings for the entire company.
It is often used when most of the employees work according to the same rules, but several people work differently.
In this case, the global settings of the company work for the most part, and they are redefined for selected employees.

In the event that the company's global settings are used, the setting value is specified by default.

Most of the settings here duplicate similar global settings, but there are also personal settings that can only be set in employee cards:

The change logs

By analogy with the general settings, the change log is maintained for the settings of each individual employee.
The logs is available on the Employee Settings tab in the lower right corner.

Each record of logs has:

• mark about the date and time of the operation,
• name of the changed constant,
• values before and after changes,
• login of the office employee who made the change.

To cancel the changes, use the button  opposite the entry in the change logs window.
Select the setting value you would like to return from the list and click it.
A dialog box will appear asking are you sure you want to restore the setting value?
If the answer is positive, the setting will return to the selected value.

Route Warehouses

Route warehouses allow you to select a list of organization warehouses that will be available for work on the mobile device of the selected employee.
It is often used if the organization has a geographically distributed structure and it is absolutely not logical for an employee in one city to see warehouses in another city.

Base coordinates

In the case when the functionality of constructing optimal routes for retail outlets within the daily route is used, it is possible to determine the basic coordinates of the beginning and end of the working day for an employee.
The specified coordinates will be taken into account when building the optimal route.

Classifiers

On this tab, you can set the values of the existing employee classifiers for the employee, which can later be used for additional groupings in the selections.

SKUs scope

The tab displays the product matrices in which this employee participates.

Additional features of the employee list

Creating new employee

It is possible to create a new entry in the employee directory, provided that the directory data is not unloaded from the accounting system.
By clicking on the Create Employee button  a window opens in which you need to fill in the fields:

• code,
• employee name,
• position (optional),
• phone (optional),
• email (optional).

After creating an employee, you can create an account for him.