Page 4 - TIM Tutorial Guide 2017

c. Open menu bar and select “Shop Settings”
d. Select “Shop Profile”, fill in completely, select “Update Shop Profile”
2. Suppliersetup
a. Open menu bar, select “Suppliers”
b. On next screen select “New Supplier”
c. Fill out completely, double check emails & SMS/Fax PO check boxes
d. Select “Save Supplier”
3. Staffsetup
a. Open Menu Bar à”Staff” à “Add Staff”
b. Create an account for the distributor rep (Role: Sales Manager)
1. EmployeeIDmaybeleftblank
2. Selectdistributorfromdropdownonright,Click“Save”
c. Create a generic setup account “Shop Name Setup”
1. Role:SetupManager,setPSWD,clickon“Save”
2. ThisaccountwillbeusedbySGApersonnelduringinstall
3. Toavoidworkinginthewrongshop,donotuseregularlogin 4. Deletethisaccountuponinstallcompletion
5. ShopvisibilitycanbeaddedtoregularloginbyTIMSupport
4. Setupinitialinventory,twoweeksbeforeinstall(TWODELIVERYOPTIONS)
a. The jobber should run a purchase report (preferably spreadsheet) with:
1. PartNumbers 2. Descriptions 3. Pricing
TT- Installation Procedure
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