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| Table of Contents |
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3.1 Creating Location :
In creating a branch, there are three main tabs that users need to fill up as per below:
2.1 Main Tab
Branch, users need to click on the
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button to open the Create tab.
3.1.1 Details Tab
Users may fill up compulsory information such as:
Branch Location code
Branch Location Name
Select company Branch
When selecting a company, it will automatically fill in the Company Registration No.
Location commencement date (select the current date)
Other fields are optional
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3.1.2 Address Tab
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User must fill up compulsory fields :
Address Line Line 1
Postcode
City
Select Country
Select State
Other fields are optional
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If failed to fill up the compulsory information, the users CANNOT click the SAVE button.
3.2 Location Listings :
Upon clicking the SAVE button, the registered location will appear in the Location Listings as below:
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3.3 Edit Location :
To edit the branch, click on the branch from the listings above.
3.3.1 Details Tab
This section allows the user to update the company’s profile details
The sections CANNOT be edited:
Company Code
Company Registration Number
Created By
Modified By
Creation Date
Modified Date
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3.3.2 Address Tab
This section allows the user to update the company’s address
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3.3.3 Branch Tab
This section allows the user to view the company’s branch
It also allows a location to connect to multiple branches to manage the user's transactional movement
Select branch to edit → Edit branch
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In adding a Branch to the Location, users need to click on the
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button to open the Add tab and select the branch from the drop-down list to add for the location
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3.3.4 Label Tab
This section allows the user to view the company’s label
To add a label :
Users need to click on the
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button to open the Add tab.
Existing Label - Select from the dropdown list of existing labels
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New Label - Labels can be created directly through this tab or can go to Label Module → Create Label (To Link to Label Module)
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To edit label → Edit label (Link to label Module)
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3.4 Advance Search :
To find the company from the listings
All fields are optional to fill in but need correct keywords for it to function properly
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Users can type or pick the company name from the dropdown list
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When entering the correct keywords it will direct you to the findings
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The users CANNOT press the search button until correctly fill in the keywords
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