Company Configuration Settings in Zuper

Company Configuration Settings in Zuper

The "Organization Settings" allows the admin to tailor Zuper to exactly suit the requirements of the organization.

Please follow the below instructions to make changes.

  • Log in to Zuper with an admin account.
  • Scroll down the menu bar on the left and select the "Settings" icon.
  • Under the "General Settings" category, select "Organization Settings"


 

Job Settings

  • Enter Job Prefix: The text entered in the field will be used as the default Prefix for all jobs.
  • Can Field Executive create a new Job? :  Enabling this allows the Field Executives to create new jobs for customers from the Zuper Pro app.
  • Can Field Executive view jobs without punch-in? : Enabling this allows the Field Executives to view the job details on the Zuper Pro app without Punching in.
  • Require Facial Authentication for Viewing Jobs (if Field Executive has not punched in) : Enabling this Forces the Field Executives to clear Facial Authentication to view jobs.
  • Can Field Executive reschedule a Job? : Enabling this allows the Field Executives to reschedule jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive edit a Job? : Enabling this allows the Field Executives to edit jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive view other assigned users? : Enabling this allows the Field Executives to view the other users assigned to the jobs.
  • Can Field Executive accept/decline the job? : Enabling this allows the Field Executives to accept and reject jobs that are assigned to them from the Zuper Pro app.
  • Can Field Executive be un-assigned upon rejection? : Enabling this will automatically unassign a job from a Field Executive once they reject the job.
  • Type of view for FE: The type of view the Field Executives will experience in the Zuper Pro app.                        
    • List View
    • Route View
    • Both


 Customer Settings

  • Can Field Executive create a new customer? : Enabling this allows the Field Executives to create new customers from the Zuper Pro app.
  • Can Field Executive edit customer details? : Enabling this allows the Field Executives to edit customers that are assigned to the Field Executive or created by the Field Executive from the Zuper Pro app.
  • Can Field Executive view all Customers? : Enabling this allows the Field Executives to view all the customers in Zuper from the Zuper Pro app.
  • Does Field Executive require Facial Authentication to view customers? : Enabling this forces the Field Executives to clear Facial Authentication to view Customers.
  • Can Field Executive view Customers without punching in? : Enabling this allows the Field Executives to view the customers on the Zuper Pro app without Punching in.
  • Does the Customer need an Account Manager? : Enabling this forces every customer that is being created in Zuper to have an account manager.
  • Enforce Geo-Location in address: Enabling this forces the user to provide the geo-location of the customer during creation. 


 

Part Settings

  • Enter Part Prefix: The text entered in the field will be used as the default Prefix for all Parts.
  • Inward Purchase Price Difference: -> Average Purchase Price -> Latest Purchase Price.
  • Choose Module To Track Part Consumption  - Select the module for the track part consumption
  • Notify if Stock is running below threshold quantity - You can choose either "Yes" or "No."


 

Timesheet Settings

  • Require Timesheet for Managers: Enabling this forces manages to punch in and punch out for the timesheets.
  • DISTANCE OPTIONS: Choose the required metric to measure the distance. 
    -> Kms
    -> Miles
  • PUNCH IN OPTIONS
    -> Require Facial Authentication for Punching-In? : Enabling this forces the Field Executives to clear Facial Authentication during the punch-in.

    -> Enter Punch-In popup message: The text entered will be shown in a pop-up window during the punch-in. By default, it is set to "It's time for another great day!".
    -> Can geo-fencing be enabled? : Enabling this forces the Field Executives to be within the set geo-fencing to punch in. 
    -> Enforce same punch-out location as punch-in: Enabling this forces the Field Executives to be within the same geo-fencing as the punch-in to punch-out.
  • BREAK OPTIONS
    -> Require Facial Authentication for taking break? :
    Enabling this forces the Field Executives to clear Facial Authentication before taking a break.

    -> Enter a message to be popped up when employees go for break: The text entered will be shown in a pop-up window when taking a break. By default, it is set to "Go Ahead, Take Some Time For Yourself.".
  • PUNCH OUT OPTIONS
    ->
    Require Facial Authentication for Punching-Out? : Enabling this forces the Field Executives to clear Facial Authentication during the punch in.
    -> Enter Punch-Out popup message: The text entered will be shown in a pop-up window during the punch in by default its is set to "Keep being awesome. We appreciate you and your hard work and dedication.".
    -> Collect Employee Feedback on checkout? : Enabling this forces the Field Executives to provide feedback during the punch-out.
    -> Can the employee be checked out automatically once their shift is over? : Enabling this automatically punches out the Field Executives once their shift is complete.
  • RESUME WORK OPTIONS: Enabling this forces the Field Executives to clear Facial Authentication when resuming work after a break.
  • TIME OFF SETTINGS
    -> Enable Timeoff Requisition? :
    Enabling this allows the Field Executives to request time-off (leave) from the Zuper Pro app.

    -> Enable Cut-off Period for Time off requests? : Enabling this allows the admin to set a cut-off period for the time off requests.
    -> Enable Maximum Timeoff period? : Enabling this allows the admin to set a maximum period for the time off requests.


 

Employee Settings

  • Can Field Executive upload files? : Enabling this allows the Field Executives to upload files for a job in the Zuper Pro app.
  • SHIFT MANAGEMENT
    -> Can Field Executive edit shift? :
    Enabling this allows the Field Executives to edit their working hours.

    -> Maximum number of days for scheduling shift: Enter the Maximum number of days for scheduling shift for Field Executives.
    -> Require approval for Shift requests? : Enabling this Forces the shift change by Field Executives to be approved by the admin or team leader.   

 

Quotation & Invoices

  • Quote Settings
    -> Quote Prefix:
    The text entered in the field will be used as the default Prefix for all Quotes.

    -> Default Remarks for Quote: The text entered in the field will be used as the default remarks for all Quotes.
    -> Allow Customer to accept Quote? : Enabling this requires the customer to accept the quote.
    -> Auto-convert Quote to Invoice? : Enabling this automatically converts the quotes to invoices.

    -> Default Expiry Period (in days)? :  The number of days entered will be the default expiry date for the quotes created in Zuper.
    -> Get Customer Sign-on approval? : Enabling this will request the customer's signature once the quote is approved.
    -> Can Field Executive create a Quote?: Enabling this allows the Field Executives to create quotes from the Zuper Pro app.
  • Invoice Settings
    -> Invoice Prefix: The text entered in the field will be used as the default Prefix for all Invoices.

    -> Default Remarks for Invoice: The text entered in the field will be used as the default Remarks for all Invoices.
    -> Can Field Executive create Invoice?: Enabling this allows the Field Executives to create invoices from the   Zuper Pro app.

Contracts

  • Contract Prefix: The text entered in the field will be used as the default Prefix for all Contracts.
  • Default Remarks for Contracts: The text entered in the field will be used as the default Remarks for all Contracts.


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