Location Module

3.1 Creating Location :

In creating a Branch, users need to click on the

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 

3.1.2 Address Tab

User must fill up compulsory fields :

• Address Line 1

• Postcode 

• City 

• Select Country 

• Select State 

• Other fields are optional 

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:

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

3.3.2 Address Tab

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

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

• In adding a Branch to the Location, users need to click on the

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

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

    

    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 Link to Label Module)

  • 

• To edit label → Edit label (Link to label Module)

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

• Users can type or pick the company name from the dropdown list

• When entering the correct keywords it will direct you to the findings

• The users CANNOT press the search button until correctly fill in the keywords