TYPE OF COMPANY

Type of Company defines the legal classification of a business entity, such as Private Limited, Public Limited, Partnership, or Sole Proprietorship. This section allows users to configure and manage various company types to ensure accurate vendor categorization and compliance alignment. The documentation outlines the creation process, field descriptions, and icon functionalities for effective usage.

  1. Click on "Masters".
  2. Under "Secondary Master", click on "Type of Company". STEPS TO TYPE OF COMPANY

A page will open where the user can add new Type of Company.

  1. Click on the "Add" button.

A new page will open with the following fields:

Type of Company form

TYPE OF COMPANY FORM

  • Type of Company Name: Enter the type of company name.
  • Description: Enter a description.
  • Remarks: Enter any remarks.
  • Active Status: This is a toggle option. By default, it is activated.

Action

ACTION

  • Edit: Click on the Pencil Icon to modify the details of the selected Type of Company.
  • View: Click on the Eye Icon to view the details of the selected Type of Company.

Icons Overview

ICONS OVERVIEW

  • Add Icon: Clicking this icon opens a form to create a new Type of Company.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for Type of Company 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.