🧰 Drop Down List: Add a New Installer

🧰 Drop Down List: Add a New Installer

When bringing new installers into your dealership, you’ll need to add them to the Installers dropdown list to ensure they can be properly assigned to projects.

πŸͺœ Steps to Add a New Installer Dropdown Item

  1. Open the Administrator Application
    Launch the e-manage|ONE Administrator program.

  2. Navigate to the Drop Down List Setup
    Go to:
    Tools β†’ Corporate Division β†’ Drop Down List Setup

    • Click on Installers from the list on the left.

    Β 

  3. Add the New Installer

    • On the right-hand side, click New.

    • Enter the Installer’s name in the List It field.

    • Select the appropriate Corporate Division and any applicable Sales Divisions.

    • Click Save to complete.

    Β 

  4. Additional Setup Required
    Don’t forget to:

    • Add the Installer as an Employee in the Human Resources module.

    • Set up pay rates and other HR details in the Employee Manager

πŸ“˜ Refer to the Employee Manager guide for more details on completing this step