Corporate Division Configuration is where your company is listed along with other companies/divisions you may operate which can benefit from using e-manage. You can set corporate divisions to operate exclusive of each other or share resources and information. As an example, you could have one accounting department that does the work for multiple companies. Users will only see and have access to the information per the User Assignment in the Division Access Control setup.
Division Setup
This is where you can adjust each division's settings.
Division Access Control
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.
Dropdown List Setup
This is where you will find a list of every dropdown in e-manage. You can add new, edit, make active 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 affect other processes and users. The understanding of these dropdowns and how they work can significantly improve the productivity and efficiency of your company.
Simply click on the row header of dropdown list items to view details.
The Project Type dropdown is a great example. Project Types can set the workflow policy within your company. One project may have 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 a Labor Only project and another project type could be Furniture project. The Labor only may not require an estimate for materials.
Another example is Product Types - this determines which Quickbooks accounts each line-item hits when creating Vendor Bills and/or Customer Invoices.
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.
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.
