Corporate Division Configuration is where an important aspect of utilizing e-manage|ONE for your company. This feature allows you to list your company is listed along with any other divisions or companies /divisions you may operate which can benefit from using e-manage. You can set corporate . The configuration enables you to set up the divisions to operate exclusive exclusively of each other or share resources and information . As an exampleas needed.
For instance, you could have one a single accounting department that does handles the work for multiple companies . Users will only see and have within your organization. To maintain security, users are only allowed access to the information per assigned to them through the User Assignment feature in the Division Access Control setup. By properly configuring your Corporate Divisions in e-manage|ONE, you can streamline your operations and maximize the efficiency of your resources.
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Division Setup
This is where you can adjust each division's settings.
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This is where you set access to the corporate division(s) and where you enter the usernames and passwords for people that have access to your Manufacturer Web Services.
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Dropdown List Setup
This is where you will find a list of every dropdown in e-manage. You can add new, edit, make active activate or delete . We recommend selecting “not active” over deleting. These dropdowns can be changed on the fly as your business changes. Certain dropdowns are very important and dropdowns, but we highly recommend selecting "not active" instead of deleting them.
As your business evolves, you can make changes to the dropdowns on the fly to accommodate your business needs. Some dropdowns are crucial and can affect other processes and users. The Having a solid understanding of these dropdowns and how they work can significantly improve the productivity and efficiency of your company.
Simply To view details, click on the row header of the dropdown list items to view details. The . Let's take a look at the Project Type dropdown is a great as an example. Project Types This dropdown can set the workflow policy within your company. One project may have require different processes than another, so creating a different Project Type may be a great way to separate these processes. An example of two different project types that could have different workflow policy would be For instance, a Labor Only project and another project type could be Furniture project . The Labor only may not require an estimate for materials, whereas a Furniture project may require such an estimate.
Another example important dropdown is Product Types - this . This determines which Quickbooks accounts each line-item hits when creating Vendor Bills and/or Customer Invoices.
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In the following sub-sections, we will review some of the main Drop Downs you must know how to customize to ensure e-manage|ONE reflects your business model and setup.It is crucial to select the correct Product Type to ensure that all transactions are accounted for accurately.
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Web Settings
e-manage|ONE has a Customer Web Portal for you customers to access. These settings give the access to specific areas of the system. When a customer logs in with their EMO generated username and password they can view their company information, active projects, cancelled projects and certain information you make customer viewable such as notes and documents.
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