COMPANY CATEGORY
The Company Category section allows administrators to classify companies based on predefined categories. This helps in organizing company data and generating category-based reports for better business insights.
Navigation
Follow these steps to access the Company Category interface:
- Navigate to the Org Config module from the main menu
- Under the Secondary Master section, select Company Category
The Company Category interface will display all existing categories and provide options to create new ones.
Creating a New Company Category
Step 1: Initiate Company Category Creation
Click the Add button in the toolbar to begin creating a new company category.
Step 2: Complete the Company Category Form
A company category form will appear with the following fields:
| Field | Description | Required |
|---|---|---|
| Company Category Name | A unique, descriptive name for the category | ✓ Yes |
| Description | A brief explanation of the category's purpose or criteria | Optional |
| Remarks | Additional notes or comments about the category | Optional |
| Active Status | Toggle to activate or deactivate the category | Optional |
Step 3: Save the Company Category
After completing the required information, click the Save button to create the company category.
Warning
Company Category Name is a mandatory field.
Managing Existing Company Categories
Company Category Listing View
Once created, all company categories are displayed in the Company Category table, showing their names, descriptions, and active status.
Actions
Each company category in the listing supports the following actions:
Edit Company Category
Click the Pencil icon in the Actions column to modify category details including name, description, or active status.
View Company Category
Click the Eye icon in the Actions column to view complete category details in read-only mode.
Toolbar Features
The Company Category interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new company category |
| 📊 Export | Export to Excel | Download the category data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter categories by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the category table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |