Ecomsync - Organisation Applet - Create Virtual Branch (Marketplace)

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.

    • 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

• Default Entity - this is Sales Order Entity

2.3.4 Extension

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

• 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

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