Customer management – ems Support Portal

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Dokumentation ems System
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System status

Getting Started For Users

Basic operation of ems Mobile
Basic operation ems Web
Using time recording
- Time recording terminals
Managing your user account

Administration & Settings

Create checklists
Employee and user administration
System settings
Importing and exporting data
- Exporting data
- Importing data

News, Updates & Technology

ems licensing
Initialize and set up new system
New web layout X3
Time and data recording terminals
Software installation
Integrations & interfaces

Time Tracking

Working time recording
Absence management
Bonuses and overtime calculation
- Time credits (vacation, flexitime)
Compensation
- Record compensation (ems Web)
- Record and process compensation (ems Mobile)

Customer & Address Management

Customer management
Supplier management

Orders & Sales

Quotation creation
- Create and manage offers
- Offer settings
Order management
Point of Sale (POS) System
- Process sales orders (via tablet – ems Mobile)
Marketing Campaigns

Procurement & Logistics

Product & Article Management

Finance & Accounting

Accounts payable management
- Receive creditors via e-mail
- Scan vendor invoices
Accounts receivable management

HR & Payroll

Employee administration
Payroll
- Set up and adjust payroll accounting

Planning & Resource Management

Personnel deployment planning

Document Management & Administration

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Add documents via DragDrop

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Dokumente
Customer & Address Management
Customer management

Customer management

Customer networks
Enter new customer address
Manage customer addresses
Copy customer address
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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