Discussion

Difference between revisions of "Brand"

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=====Brand Record List=====
 
=====Brand Record List=====
 +
[[File:Maintenance - Brand - Record List.png|border|center|1500x1500px]]
 +
<br />
 
=====Adding Brand=====
 
=====Adding Brand=====
  
−
# Go to Maintenance then Click [[Brand]]
+
#Go to Maintenance then Click [[Brand]]
−
# Click '''Add Brand''' Button
+
#Click '''Add Brand''' Button
−
# Fill out the necessary fields then click '''Save'''
+
#Fill out the necessary fields then click '''Save'''
  
 +
[[File:Maintenance - Brand - Add.png|border|center|1500x1500px]]
 +
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
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|}Notes:
 
|}Notes:
  
−
* Brand Code cannot be change once created.
+
*Brand Code cannot be change once created.
  
 
=====Editing Brand=====
 
=====Editing Brand=====
  
−
# Go to Maintenance then Click [[Brand]]
+
#Go to Maintenance then Click [[Brand]]
−
# Find the Brand Entry that needs to be Edited. Click the Drop-down Arrow then choose '''Edit.'''
+
#Find the Brand Entry that needs to be Edited. Click the Drop-down Arrow then choose '''Edit.'''
−
# Update the fields then click '''Save''' to finish the edit process.
+
#Update the fields then click '''Save''' to finish the edit process.
  
 +
[[File:Maintenance - Brand - Edit.png|border|center|1500x1500px]]
 +
<br />
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
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2. Under Options, The user may Export or Import The Record
 
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.
+
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
−
* When Importing the records, the user should follow the following steps provided in the Importing Brand Screen such as
 
−
** Downloading the template link provided under Step 1.
 
−
** Filling up the information needed for each columns of the template
 
−
** Uploading the updated Template
 
  
 +
[[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
 +
**Downloading the template link provided under Step 1.
 +
**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
 +
 +
[[File:Maintenance - Brand - Import.png|border|center|1500x1500px]]
 +
<br />
 
{| 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;"
 
{| 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;" |Chart of Account Import Details
 
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Chart of Account Import Details
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|}
 
|}
  
 +
===== <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
 +
 +
[[File:Maintenance - Brand - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
* Using Activate Button for activating multiple record.
 +
 +
[[File:Maintenance - Brand - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 +
===== <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> =====
 +
Brand can be deactivated in two ways:
 +
 +
* Using drop-down arrow of a record can be used in single record deactivation
 +
 +
[[File:Maintenance - Brand - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
* 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
 +
 +
[[File:Maintenance - Brand - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 +
* Using Delete Button for deleting multiple record
 +
 +
[[File:Maintenance - Brand - Delete2.png|border|center|1500x1500px]]
 +
<br />
 
=====Brand Record Option=====
 
=====Brand Record Option=====
 
{| 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;"
 
{| 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;"
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*The brand under '''INACTIVE''' status cannot be used when branding an item on [[Item Master]] Maintenance Module.
 
*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.
+
*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 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
+
**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.
+
***Click the Yes in the confirmation to proceed on the action taken.
  
 
<br />
 
<br />

Revision as of 14:13, 2 February 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. Click Add Brand Button
  3. Fill out the necessary fields then click Save
Maintenance - Brand - Add.png


Field Description Expected Values
1.Brand Code •Reference Code of the Brand •Alphanumeric
2.Brand Name •Name of the Brand •Alphanumeric

Notes:

  • Brand Code cannot be change once created.
Editing Brand
  1. Go to Maintenance then Click Brand
  2. Find the Brand Entry that needs to be Edited. Click the Drop-down Arrow then choose Edit.
  3. Update the fields then click Save to finish the edit process.
Maintenance - Brand - Edit.png


Field Description Expected Values
1.Brand Name •Name of the Brand •Alphanumeric


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
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
Maintenance - Brand - Import.png


Chart of Account Import Details
Field Description Allowed Inputs Input Restrictions Required Field?
1.Brand Code Reference Code of the Brand *Alphanumeric *Up to 12 characters

*Special Characters

Yes
2.Brand Name Name of the Brand *Alphanumeric

*Special Characters

*Up to 30 characters 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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