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3.1 Creating Location :
In creating a 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:
Location code
Location Name
Select company
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
User must fill up compulsory fields :
Address 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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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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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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Each branch can have multiple locations
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This is the third icon in the sidebar, "Location." This section lists all the locations, and each branch can have multiple locations. Users can create new locations or edit existing ones here.
The edit tabs are similar to those in section 2.2