The minimum to be entered are the Associate’s name, Password and select either Active or In-Active for this associate. On the demographics tab there are several items to enter:

 

 

v  Associate Name – Provide the Full Name of the Associate

v  Associate Password – the password will not be visible as you type it, but this password will be used to login to BizWizard.  The Associate can change it after you login to something only they know (See Change Password/Preferences)

v  Status – Associates cannot be deleted once entered (This is because associates may be linked to orders as the order taker, or in other logs within BizWizard Order Manager™), however they can be made In-Active which prevents them from logging into the software as long as they are in an In-Active Status

v  Shared Login? – Allows you to create a generic login for use on shared computers, such as counter computers.  A Shared login should be setup with limited security.  When interacting with Orders, Customers, etc. in BizWizard while logged into a Shared Login, BizWizard Order Manager™  will always request the name of the person that is performing the action, such as adding an order, maintaining an order, etc., however it will use the security settings of the Shared Login Associate to determine permissions to various aspects of BizWizard Order Manager™

v  Social Security Number: - Enter Associates SSN

v  Commission Percentage: If the Associate is to earn commission on sales that are specialty costing product sales (See Specialty Costing and Product Management) (i.e. sales of products where specialty costing has been turned on) then the commission sales report will use this percentage to calculate which percentage of the profit portion of the sales the employee should be paid.

NOTE:  This commission is only applied to the profit portion of the sale and only applies to line items where specialty costing has been turned on for a product.

v  Address Line: - Enter the address of the employee

v  City/State/Postal Code: - Enter the correct information for this employee

v  Phone: - Enter Associates Phone #

v  Emergency Contact: - Enter the Associates Emergency Contact Information