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Company Modules:

Creating Company >Company Listings >Edit company >Advance Search 

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1.1 Creating Company :

In creating a company, users need to click on the

button to open the Create tab.

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1.1.1 Details Tab

Users must fill up compulsory information such as: 

·   Company Code 

·   Company Name 

·   Company Registration No.*

·   Company Incorporation Date

·   Select Currency

·   Other fields are optional

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1.1.2 Address Tab

 User must fill up compulsory fields :

·   Address Line 

·   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.

 

 

1.2 Company Listings :

Upon clicking the SAVE button, the registered company will appear in the Company’s Listings as below:

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1.3 Edit company :

To edit the company, click on the company from the listings above.

1.3.1 Details Tab

·   This section allows the user to update the company’s profile details

·   The sections CANNOT be edited:

o   Company Code

o   Created By

o   Modified By

o   Creation Date

o   Modified Date

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1.3.2 Address Tab

·   This section allows the user to update the company’s address

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1.3.3 Branch Tab

·  This section allows the user to view the company’s branch

·   To add branch → Create Branch

·   To edit branch → Edit Branch

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1.3.4 Location Tab

·   This section allows the user to view the company’s location

·   To add location → Create location

·   To edit location → Edit location

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1.3.5 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.

o   Existing Label - Select from the dropdown list of existing labels

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o   New Label - Labels can be created directly through this tab or can go to Label Module → Create Label

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·   To edit label → Edit label

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1.4 Advanced 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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·   If fill in the wrong keywords, it will redirect you back to all listings and will send an error message

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