Companies

The Companies module helps businesses manage organizational structure, defining departments, roles, and hierarchy, facilitating efficient communication and workflow management within the company.

Dashboard

Steps:

1. Click on Admin profile
2. Click on Setup
3. Click on Company
4. Click on Companies under Company

Users Tab:-

Enter the details in Add Staff:

1. Employee name - Enter employee name
2. Type - Select staff type from the drop down list
3. Staff code - Enter staff code
4. Branch - Select branch from the drop down list
5. Designation - Select designation from the drop down list
6. Login ID - Enter Login ID
7. Email - Enter email
8. Alternate Email - Enter alternate email id
9. Mobile - Enter mobile number
10. Phone - Enter phone number
11. Status - Select Staff status from the drop down list
12. Gender - Select staff gender from the drop down list
13. DOB - Select staff DOB from calendar
14. Tags - Select tags
15. Remarks - Enter remarks
16. Click on Submit button

Branches Tab:-

Enter the details in Add Branch:-

Info:

1. Branch name - Enter branch name
2. Branch Code - Enter branch name
3. Company name - Select company name from the drop down list
4. Type - Select branch type from the drop down list
5. Branch tags - Select branch tags
6. Date of Establishment - Select date from the calendar
7. Branch Email - Enter branch email
8. Branch Landline - Enter branch landline number

Address:

1. Address - Enter Address
2. Region - Enter region
3. Geo Location - Enter geo location
4. Geofence radius - Enter geofence radius
5. Country - Select country from the drop down list
6. Zip code - Enter zip code

Contact:

1. Contact person 1 - Enter Contact number of person 1
2. Contact person 1 Designation - Enter designation of contact person 1
3. Contact person 2 - Enter contact number of person 2
4. Contact person 2 Designation - Enter designation of contact person 2

Companies Tab:-

Enter the details in Add Company:

Company:

1. Company Name - Enter company name
2. Branch Type - Select Branch name from the drop down list
3. Company Code(Ex:AB) - Enter company code
4. Category - Select category from the drop down list
5. Company - Select company type from the drop down list
6. About Company - Enter description about company

Communication:

1. Email - Enter email ID
2. Landline - Enter Landlind number
3. Address - Enter address
4. Region/State code - Enter state code
5. Country - Select country from the drop down list
6. Zip Code/PIN code - Enter Zip/PIN code

Social:

1. Facebook - Insert Facebook social media link
2. Twitter - Insert Twitter social media link
3. Instagram - Insert Instagram social media link
4. LinkedIn - Insert LinkedIn social media link
5. Website - Insert Company's website link

Setup:

1. Currency - Select currency type from the drop down list
2. Date format - Select date format from the drop down list
3. Time format - Select Time format from the drop down list
4. Timezone - Enter timezone
5. UTC zone - Enter UTC zone

Business info:

1. Company PAN - Enter Company PAN
2. Company GST - Enter Company GST
3. TIN no - Enter TIN number
4. Turn over - Enter Company turn over

Graphics:

1. Logos - Enter Company LOGO link
2. Letter head - Enter letter head

More:

1. Directors - Enter Directors description
2. Click on Submit button