Dokumentation ems System

Document Management & Administration

2

• Outlook signature
• Add documents via DragDrop

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Planning & Resource Management

5

• Personnel deployment planning
  • Creating a mission entry
  • Views of resource planning
  • Operations planning overview (ems Mobile)
  • Planning groups
  • Authorizations

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HR & Payroll

3

• Payroll
  • Set up and adjust payroll accounting
• Employee administration
  • Employee resignation
  • Authorizations for employees

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Finance & Accounting

6

• Accounts receivable management
  • External recording (other software)
  • Delete or cancel invoices
  • Take over positions
  • Enter invoices
• Accounts payable management
  • Receive creditors via e-mail
  • Scan vendor invoices

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Procurement & Logistics

7

• Product & Article Management
  • Special food labeling
  • Article bundles
  • Article variants
  • Importing article master data and article prices
  • Manage articles
  • Article types
  • Create and edit articles

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Orders & Sales

23

• Marketing Campaigns
  • Campaign rules
  • Create marketing campaigns
  • Manage marketing campaigns
• Point of Sale (POS) System
  • Process sales orders (via tablet – ems Mobile)
• Quotation creation
  • Create and manage offers
  • Offer settings
• Order management
  • Shift planning for the customer order (ems Web)
  • Enter new customer order
  • Time and compensation recording for the customer order (ems Web)
  • Order status, billing, order completion
  • Payment plan (recurring invoices)
  • Record material (ems Web)
  • Checklists for the customer order (ems Mobile)
  • Record services (ems Web)
  • Record material (ems Mobile)
  • Time and compensation recording for customer orders (ems Mobile)

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Customer & Address Management

11

• Supplier management
  • Manage supplier addresses
  • Enter and edit supplier address
  • Authorization roles for suppliers
  • Copy supplier address
• Customer management
  • Customer networks
  • Manage customer addresses
  • Difference between customer groups, properties, authorization roles and relationships
  • Authorization roles for customers
  • 3CX telephone system
  • Importing customer data
  • Mailjet connection (for campaigns)

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Time Tracking

17

• Bonuses and overtime calculation
  • Time credits (vacation, flexitime)
• Compensation
  • Record compensation (ems Web)
  • Record and process compensation (ems Mobile)
• Absence management
  • Break regulation
  • Enter time requests (ems Web)
  • Time recording and time requests via quick panels (ems Web)
  • Hourly and vacation balances (ems Web)
  • Hourly and vacation balances (ems Mobile)
  • Enter and edit time requests (ems Mobile)
  • Release time requests and time tracking (ems Web)
  • Target hours (shift schedules / public holidays)
  • Error messages during the release of time requests
  • Cancellation of approved time requests
• Working time recording
  • Hourly and vacation balances (ems Web)
  • Hourly and vacation balances (ems Mobile)

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News, Updates & Technology

23

• ems licensing
• Initialize and set up new system
• New web layout X3
• Software installation
  • Infrastructure requirements for the system
  • ems Installation Tool
  • Configure ems Server Tool
  • ems Mobile on the smartphone
  • ems Client
  • Protected: Presentation systems
• Time and data recording terminals
  • Protected: Technical information on terminals
  • Datafox Terminals
  • ems terminals (TT5, MT7)
• Integrations & interfaces
  • User parameters
  • System parameters
  • Public web services
  • Interfaces
  • Protected: API access (Rest web service)
  • Protected: API for SUGB inspection app
  • Mailjet connection (for campaigns)
  • WooCommerce connection
  • 3CX telephone system
  • Set up your own e-mail server

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Administration & Settings

10

• Create checklists
• Importing and exporting data
  • Exporting data
  • Importing data
• Employee and user administration
  • Authorizations for employees
  • Store authentications in the ems system
• System settings
  • Clients / Multiside
  • QR code and NFC for ems Mobile
  • Notifications
  • Text templates for notifications (e-mails)
  • Images, logos and symbols (icons)

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Getting Started For Users

5

• Basic operation of ems Mobile
• Basic operation ems Web
• Using time recording
  • Time recording terminals
• Managing your user account
  • Set up and manage user account
  • Personal layout settings

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