Discussion

Difference between revisions of "Brand"

 
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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Brand]] | [[Item Master]]
+
[[Maintenance]] | [[Item Master]]
−
</div><br />
+
</div>
 
==Brand==
 
==Brand==
 
This maintenance screen allows users to add and configure Brand for their items.
 
This maintenance screen allows users to add and configure Brand for their items.
  
 
=====Brand Record List=====
 
=====Brand Record List=====
−
[[File:Brand Record List.png|center|thumb|Brand Record List]]
+
[[File:Maintenance - Brand - Record List.png|border|center|1500x1500px]]
 +
<br />
 +
=====Adding Brand=====
 +
 
 +
#Go to Maintenance then Click [[Brand]]
 +
#Under Brand Screen, Click '''Add Brand''' Button
 +
#Fill out the necessary fields then click '''Save'''
  
−
=====Adding Brand=====
+
[[File:Maintenance - Brand - Add.png|border|center|1500x1500px]]
−
[[File:Adding Brand.png|center|thumb|779x779px|Adding Brand]]
+
<br />
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
−
!Field
+
!'''Field'''
−
!Description
+
!'''Description'''
−
!Expected Values
+
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Brand Code
 
|1.Brand Code
 
|<span style="color: rgb(34, 34, 34)">•Reference Code of the Brand</span>
 
|<span style="color: rgb(34, 34, 34)">•Reference Code of the Brand</span>
 
|<span style="color: rgb(34, 34, 34)">•Alphanumeric</span>
 
|<span style="color: rgb(34, 34, 34)">•Alphanumeric</span>
 +
| style="vertical-align:middle;text-align:center;" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |'''Yes'''
 
|-
 
|-
 
|2.Brand Name
 
|2.Brand Name
 
|<span style="color: rgb(34, 34, 34)">•Name of the Brand</span>
 
|<span style="color: rgb(34, 34, 34)">•Name of the Brand</span>
−
|<span style="color: rgb(34, 34, 34)">•Alphanumeric</span>
+
|<span style="color: rgb(34, 34, 34)">*Alphanumeric</span><span style="color: rgb(34, 34, 34)">*Special Characters</span>
−
|}
+
| style="vertical-align:middle;text-align:center;" |None
−
Notes:
+
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |'''Yes'''
 +
|}Notes:
 +
 
 +
*Brand Code cannot be change once created.
 +
 
 +
=====Viewing Brand=====
  
−
*For detailed instruction on how to create a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
#Go to Maintenance then Click [[Brand]]
 +
#Select a Brand record that needs to view its details. Click the drop-down arrow then click View
 +
#The user has an option to edit the Brand upon viewing it.
  
 +
[[File:Maintenance - Brand - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Brand=====
 
=====Editing Brand=====
−
[[File:Editing Brand.png|center|thumb|779x779px|Editing Brand]]
+
 
−
{| class="wikitable"
+
#Go to Maintenance then Click [[Brand]]
−
!Field
+
#Select a Brand record that needs to update its details. Click the drop-down arrow then click Edit.
−
!Description
+
#Update the fields then click '''Save''' Note: Fields with * are require fields.
−
!Expected Values
+
 
 +
[[File:Maintenance - Brand - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Brand Code
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Reference Code of the Brand</span>
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
−
|1.Brand Name
+
|2.Brand Name
 
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Name of the Brand</span>
 
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Name of the Brand</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">*Alphanumeric</span><span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">*Special Characters</span>
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Yes'''
 +
|}<br />
 +
=====Importing and Exporting Brand=====
 +
1. Under Brand, Click Options
 +
 +
2. Under Options, The user may Export or Import The Record
 +
 +
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 +
 +
[[File:Maintenance - Brand - Export.png|border|center|1500x1500px]]
 +
<br />
 +
 +
*When Importing the records, the user should follow the following steps provided in the Importing Brand Screen such as
 +
 +
[[File:Maintenance - Brand - Import.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Brand Code
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Reference Code of the Brand</span>
 
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Alphanumeric</span>
 
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Alphanumeric</span>
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Yes'''
 +
|-
 +
|2.Brand Name
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">•Name of the Brand</span>
 +
|<span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">*Alphanumeric</span><span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">*Special Characters</span>
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |'''Yes'''
 
|}
 
|}
−
Notes:
+
=====<span class="mw-headline" id="Activating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Brand Record</span></span></span></span></span></span></span>=====
 +
Brand can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
  
−
*For detailed instruction on how to edit a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
[[File:Maintenance - Brand - Activate1.png|border|center|1500x1500px]]
 +
<br />
  
−
=====Brand Options=====
+
*Using Activate Button for activating multiple record.
−
[[File:Brand Options.png|center|thumb|Brand Options]]Notes:
 
  
−
*For detailed instruction on how to Export and Import a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
[[File:Maintenance - Brand - Activate2.png|border|center|1500x1500px]]
 +
<br />
  
−
=====Brand Importing Option=====
+
=====<span class="mw-headline" id="Deactivating_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Brand Record</span></span></span></span></span></span></span>=====
−
[[File:Brand Importing Option.png|center|thumb|Brand Importing Option]]Notes:
+
Brand can be deactivated in two ways:
  
−
*For detailed instruction on how to export a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
*Using drop-down arrow of a record can be used in single record deactivation
  
 +
[[File:Maintenance - Brand - Deactivate1.png|border|center|1500x1500px]]
 
<br />
 
<br />
−
=====Brand Record Option=====
 
−
[[File:Brand Record Option.png|center|thumb|Brand Record Option]]
 
  
−
Notes:
+
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Brand - Deactivate2.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Customer_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Supplier_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Brand Record</span></span></span></span></span></span></span>=====
 +
Brand can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
  
−
*The brand under '''INACTIVE''' status cannot be used when branding an item on [[Item Master]] Maintenance Module.
+
[[File:Maintenance - Brand - Delete1.png|border|center|1500x1500px]]
 +
<br />
  
−
*For detailed instruction on how to View, Edit, Activate/Deactivate and Delete a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
*Using Delete Button for deleting multiple record
  
 +
[[File:Maintenance - Brand - Delete2.png|border|center|1500x1500px]]
 
<br />
 
<br />
−
=====Brand View Record=====
+
=====Brand Record Option=====
−
[[File:Brand View Record.png|center|thumb|Brand View Record]]
+
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Brand Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 
Notes:
 
Notes:
  
−
*The user can edit the Brand Record on View Function.
+
*The user may edit the Brand Record on View Function.
 +
*The brand under '''INACTIVE''' status cannot be used when branding an item on [[Item Master]] Maintenance Module.
  
−
*For detailed instruction on how to View a Brand. You can visit the Brand Job Aids which can be found [[Brand Aids|here.]]
+
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
  
 
<br />
 
<br />
−
{| class="wikitable"
+
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 78: Line 194:
 
|Maintenance
 
|Maintenance
 
|[[Maintenance]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Master]]
 
|[[Maintenance]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Master]]
−
|-
 
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Brand Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 11:43, 11 April 2022

Brand

This maintenance screen allows users to add and configure Brand for their items.

Brand Record List
Maintenance - Brand - Record List.png


Adding Brand
  1. Go to Maintenance then Click Brand
  2. Under Brand Screen, Click Add Brand Button
  3. Fill out the necessary fields then click Save
Maintenance - Brand - Add.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Brand Code •Reference Code of the Brand •Alphanumeric Special Characters 10 Yes
2.Brand Name •Name of the Brand *Alphanumeric*Special Characters None 50 Yes

Notes:

  • Brand Code cannot be change once created.
Viewing Brand
  1. Go to Maintenance then Click Brand
  2. Select a Brand record that needs to view its details. Click the drop-down arrow then click View
  3. The user has an option to edit the Brand upon viewing it.
Maintenance - Brand - View.png


Editing Brand
  1. Go to Maintenance then Click Brand
  2. Select a Brand record that needs to update its details. Click the drop-down arrow then click Edit.
  3. Update the fields then click Save Note: Fields with * are require fields.
Maintenance - Brand - Edit.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Brand Code •Reference Code of the Brand N/A N/A N/A N/A
2.Brand Name •Name of the Brand *Alphanumeric*Special Characters None 50 Yes


Importing and Exporting Brand

1. Under Brand, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Brand - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Brand Screen such as
Maintenance - Brand - Import.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Brand Code •Reference Code of the Brand •Alphanumeric Special Characters 10 Yes
2.Brand Name •Name of the Brand *Alphanumeric*Special Characters None 50 Yes
Activating Brand Record

Brand can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Brand - Activate1.png


  • Using Activate Button for activating multiple record.
Maintenance - Brand - Activate2.png


Deactivating Brand Record

Brand can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Brand - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Brand - Deactivate2.png


Deleting Brand Record

Brand can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Brand - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Brand - Delete2.png


Brand Record Option
Actions Available base on Brand Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑ ☑

Notes:

  • The user may edit the Brand Record on View Function.
  • The brand under INACTIVE status cannot be used when branding an item on Item Master Maintenance Module.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.


Categories:
Modules
Maintenance Maintenance | Brand | Item Master
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