Company Profile is used to update the information about the company name, contact no, location, communication address and headquarters address. We can also upload logo for the particular organization.
- Navigate to Company Profile in left side of the panel and Click it.
- Enter the Organization Code and Name of Organization, Address, Contact No to create a Company Profile.
- The organization code for each company must be different and all companies are identified by their respective organization codes.
- Mandatory fields include Code and Name of the Organization.
- Click copy communication address to copy the same address in Head Quarter Address.
In Masters, Branch is a page used to know about the organization branch details. The organization which is having multiple branches can create a profile for its branches and also can search the branches by entering the required filed.
- In Masters, Navigate Branch -> Click Create Branch to create a new profile for branch.
- Enter all mandatory fields Name, Code and Type of Branch.
- Select Branch Type which is specific type of application, an organization providing to the customer.
- Click Create, once entering information is done.