NATURE OF RELATIONSHIP

Nature of Relationship defines the type of association or connection between entities (e.g., vendor, affiliate, partner). This module helps users configure and manage different relationship types within the system. The document outlines how to create, view, and modify these entries, along with descriptions of form fields and related icon functionalities.

  1. Click on "Masters".
  2. Under "Secondary Master", click on "Nature Of Relationship".

STEPS TO NATURE OF RELATIONSHIP

A page will open where the user can add new Nature Of Relationship .

  1. Click on the "Add" button.

A new page will open with the following fields:

Nature Of Relationship form

NATURE OF RELATIONSHIP FORM

  • Nature of Relationship: Enter the nature of the relationship.
  • Description: Enter a description.
  • Remarks: Enter any remarks.
  • Active Status: This is a toggle option. By default, it is activated.

Save: Click this button to save the configuration.

once the Relationship is created it will be visible in this page here

NATURE OF RELATIONSHIP TABLE

Action

NATURE OF RELATIONSHIP ACTION

  • Edit: Click on this icon opens the form for editing the selected record.

  • View: Clicking this icon displays a read-only view of the selected record.

Icons Overview

ICONS OVERVIEW

  • Add Icon: Clicking this icon opens a form to create a new Nature Of Relationship.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for Nature Of Relationship content.
  • Search Icon: Clicking this icon displays a search bar to filter the table data.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
  • Back Icon: Clicking this icon navigates the user back to the previous page or view.