How to Create Client Employees

Prerequisites

• The client must already exist (Learn How to Create a Client)
• The client must have an available delivery address (Learn How to Create a Delivery Address)
• The client must have an available delivery area (Learn How to Create a Delivery Area)
• Articles must already exist (Learn How to Create Articles)

Steps to Follow

1. Access the Clients Page (Clients Management Menu)

To access this page, click Clients Management > Clients in the side menu.

2. Select a Client

Within the Clients page, click the desired client in the table to open the detailed view.

3. Click the Contract Management Tab

Within the Client page, click the Contract Management tab.

4. Click the Employees Subtab

Inside the Contract Management tab, click the Employees subtab.

5. Click the Actions Button

Within the Employees subtab, click the Actions button.

6. Click the Create Client Employee Option

After clicking the Actions button, click Create Client Employee.

7. Fill in the Form

Fill in the form fields with the necessary information to create the client employee.