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2.1 Creating Branch :

In creating a Branch, users need to click on the

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button to open the Create tab.

2.1.1 Details Tab

Users may fill up compulsory information such as: 

  • Branch code 

  • Branch Name 

  • Select company 

    • When selecting a company, it will automatically fill in the:

      • Company Registration No.

      • Currency

  • Branch commencement date (select the current date) 

  • Other fields are optional 

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2.1.2 Address Tab

User must fill up compulsory fields :

  • Address Line 1

  • Postcode 

  • City 

  • Select Country 

  • Select State 

  • Other fields are optional 

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2.1.3 Marketplace Tab

  • Allows you to authorize your seller shop with EcomSync Applet.

  • Users must select a marketplace, after selecting the marketplace user may proceed to SAVE the BRANCH.

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If failed to fill up the compulsory information, the users CANNOT click the SAVE button.

2.2 Branch Listings :

Upon clicking the SAVE button, the registered branch will appear in the Branch Listings as below:

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2.3 Edit Branch :

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

2.3.1 Details Tab

  • This section allows the user to update the branch details

  • The sections CANNOT be edited:

    • Company Code

    • Created By

    • Modified By

    • Creation Date

    • Modified Date

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2.3.2 Address Tab

  • This section allows the user to update the branch address

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2.3.3 Marketplace Tab

  • This section allows the user to update their marketplace entity

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  • Default Entity - this is Sales Order Entity

2.3.4 Extension

  • This section allows the user to update the EMP Sales Order Branch

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  • Param code: EMP_BRANCH_PKID

  • Value: (**get the branch pkid from emp)

  • ** In EMP Dynamic Reports, SQL Query: select pkid,code,name from acc_branch_index

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2.3.4 Location Tab

  • This section allows the user to view the branch location

  • It also allows a branch to connect to multiple locations to manage the user's transactional movement

  • Select location to edit → Edit location

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button to open the Add tab and select the location from the drop-down list to add for the branch

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2.3.5 Label Tab

  • This section allows the user to view the company’s label

  • To add a label :

    • Users need to click on the

      button to open the Add tab.

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

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

  • To edit label → Edit label

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2.4 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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  • 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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