Company Modules: Creating Company >Company Listings >Edit company >Advance Search
1.1 Creating Company :
In creating a company, users need to click on the
button to open the Create tab.
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
1.1.2 Address Tab
User must fill up compulsory fields :
· Address Line
· 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.
1.2 Company Listings :
Upon clicking the SAVE button, the registered company will appear in the Company’s Listings as below:
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
1.3.2 Address Tab
· This section allows the user to update the company’s address
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
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
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
button to open the Add tab.
o Existing Label - Select from the dropdown list of existing labels
o New Label - Labels can be created directly through this tab or can go to Label Module → Create Label
· To edit label → Edit label
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
· If fill in the wrong keywords, it will redirect you back to all listings and will send an error message
Branch Modules:Creating Branch> Branch Listings > Edit Branch > Advance Search
2.1 Creating Branch :
In creating a Branch, users need to click on the
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. and Currency
Branch commencement date (select the current date)
Other fields are optional
2.1.2 Address Tab
User must fill up compulsory fields :
Address Line 1
Postcode
City
Select Country
Select State
Other fields are optional
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.
It will relocate to the marketplace website in order to generate Access Token.
After authorizing all shops, users may proceed using ECOMSYNC APPLET.
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:
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
2.3.2 Address Tab
This section allows the user to update the branch address
2.3.3 Marketplace Tab
This section allows the user to update their marketplace entity
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
In adding a location to the Branch, users need to click on the
button to open the Add tab and select the location from the drop-down list to add for the branch
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
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
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
Location Modules:Creating Location>Location Listings>Edit Location>Advance Search
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 location, click on the location from the listings above.
3.3.1 Details Tab
This section allows the user to update the location details
The sections CANNOT be edited:
Location 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 location address
3.3.3 Branch Tab
This section allows the user to view the location’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 location 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
3.4 Advance Search :
To find the location 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
In creating a Label, users need to click on the
button to open the Create tab.
Users may fill up compulsory information such as:
Label Code
Label Name
Status (Active / Inactive)
Other fields are optional
If failed to fill up the compulsory information, the users CANNOT click the SAVE button.
4.2 Label Listings :
Upon clicking the SAVE button, the registered location will appear in the Label Listings as below:
This section allows the user to update the location details
To edit the label, click on the label from the listings above.
The sections CANNOT be edited:
Label Code
Created By
Modified By
Creation Date
Modified Date
4.4 Advance Search :
To find the label from the listings
All fields are optional to fill in but need correct keywords for it to function properly
If fill in the wrong keywords, it will redirect you back to all listings and will send an error message
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