TYPE OF COMPANY
The Type of Company section allows administrators to define the legal classification of business entities, such as Private Limited, Public Limited, Partnership, or Sole Proprietorship. This interface enables users to configure and manage various company types to ensure accurate vendor categorization and compliance alignment.
Navigation
Follow these steps to access the Type of Company interface:
- Navigate to the Procurement module from the main menu
- Under the Secondary Master section, select Type of Company
The Type of Company interface will display all existing company types and provide options to create new entries.
Creating a New Type of Company
Step 1: Initiate Type of Company Creation
Click the Add button in the toolbar to begin creating a new type of company.
Step 2: Complete the Type of Company Form
A type of company configuration form will appear with the following fields:
Type of Company Information
| Field | Description | Required |
|---|---|---|
| Type of Company Name | Enter the name of the company type (e.g., Private Limited, Partnership) | ✓ Yes |
| Description | Provide a description of the company type | Optional |
| Remarks | Add any additional comments or notes | Optional |
| Active Status | Toggle to enable/disable the company type (enabled by default) | ✓ Yes |
Step 3: Save the Type of Company
After completing all required information, click the Save button to create the type of company entry.
Warning
Type of Company Name is a required field.
Managing Existing Types of Company
Type of Company Listing View
Once created, all company types are displayed in the Type of Company table.
Available Actions
Each type of company in the listing supports the following actions:
Edit Type of Company
Click the Pencil icon in the Actions column to modify the selected company type information.
View Type of Company
Click the Eye icon in the Actions column to view complete company type details in read-only mode.
Toolbar Features
The Type of Company interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new type of company entry |
| 📊 Export | Export to Excel | Download the company type data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter company types by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the company type table to display the latest data |
| 🔄 Restore | Restore Entry | Restore a previously deleted or archived company type entry |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |