BANK NAME
The Bank Name section allows administrators to add, manage, and maintain a list of financial institutions used in the procurement system. This interface helps standardize bank information for payment processing, vendor management, and financial transactions.
Navigation
Follow these steps to access the Bank Name interface:
- Navigate to the Procurement module from the main menu
- Under the Secondary Master section, select Bank Name
The Bank Name interface will display all existing banks and provide options to create new entries.
Creating a New Bank Name
Step 1: Initiate Bank Name Creation
Click the Add button in the toolbar to begin creating a new bank name.
Step 2: Complete the Bank Name Form
A bank name configuration form will appear with the following fields:
Bank Name Information
| Field | Description | Required |
|---|---|---|
| Bank Name | Enter the official name of the financial institution | ✓ Yes |
| Description | Provide optional details about the bank | Optional |
| Remarks | Add any additional comments or notes | Optional |
| Active Status | Toggle to enable/disable the bank (enabled by default) | ✓ Yes |
Step 3: Save the Bank Name
After completing all required information, click the Save button to create the bank name entry.
Warning
Bank Name is a required field.
Managing Existing Bank Names
Bank Name Listing View
Once created, all bank names are displayed in the Bank Name table.
Actions
Each bank name in the listing supports the following actions:
Edit Bank Name
Click the Pencil icon in the Actions column to modify the selected bank name information.
View Bank Name
Click the Eye icon in the Actions column to view complete bank name details in read-only mode.
Toolbar Features
The Bank Name interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new bank name entry |
| 📊 Export | Export to Excel | Download the bank name data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter bank names by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the bank name table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |