Enter, Edit, and Retire Employees

This guide will show you how to enter, edit, and retire Employees

1. Double-click the Furniture Wizard Logo on the Top Left

2. Select Preferences and select OK on the Prompt

3. Select Employee Editor

New Employee

1. Select New

2. Company will be Prepopulated

3. Enter in First and Last Name

   1. These are the only fields required

4. Enter in a Username

   1. Example: First Initial and Last Name

5. Select Password

   1. Enter and confirm the New Password

   2. Password is case sensitive and may be used often depending on security settings

6. Select User Level

   1. Admin has full access

   2. Warehouse has the least access

7. Select the Salesperson information tab

8. Check User is Salesperson

   1. You only need to check this if the employee will work with customers or invoices

   2. Enter the Name for Name shown on Invoices

      1. This will be on invoices and customers will see it

      2. Example: First Name and Last Initial\

9. The new employee is created

10. Select Exit

Edit Employee

1. Access the Employee Editor

2. Select an employee you want to edit

3. Enter in the information or make any changes you need to

4. Select Exit

Retire Employee

1. Access the Employee Editor

2. Select an employee you want to Retire

3. Select the Salesperson Information Tab

4. Check Retired

5. The employee is now Retired from the FW software

6. Select Exit