COMPANY MASTER MODIFY/VIEW
The Modify/View section allows users to manage and interact with created Company Master records efficiently.
Navigation
- Click on "Org Config".
- Click "Modify/View" under "Company Master".
A page will be displayed where users can view the created company master records.
Once a company master is created, it will automatically appear on this page.
Actions
Edit
Click on the edit icon to open the page where the user can modify the required fields.
View
Click on the view icon to view the created company master.
File Upload
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File Upload Icon: Click the file upload icon to open the upload interface.
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Upload Availability: File upload options are available only in the Statutory and Certificate/Docs sections if enabled. Users can upload relevant documents by clicking on the upload icon.
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Uploading a File: Once a file is selected, click on the Save Files button to upload it.
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View File Option: After saving, a View File button will appear.
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Managing Uploaded Files: Clicking View File allows users to:
- View uploaded documents
- Add multiple files
- Download existing files
- Certificate/Docs Section: The same upload process applies to the Certificate/Docs section. Once all required documents are uploaded.
Click the Save button to finalize.
Icons
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new company master record |
| 📊 Export | Export to Excel | Download the company master data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter company master by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the company master table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |