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 -
2. Type -
3. Staff code -
4. Branch -
5. Designation -
6. Login ID -
7. Email -
8. Alternate Email -
9. Mobile -
10. Phone -
11. Status -
12. Gender -
13. DOB -
14. Tags -
15. Remarks -
16. Click on Submit button

Branches Tab:-

Enter the details in Add Branch:-

Info:

1. Branch name -
2. Branch Code -
3. Company name -
4. Type -
5. Branch tags -
6. Date of Establishment -
7. Branch Email -
8. Branch Landline -

Address:

1. Address -
2. Region -
3. Geo Location -
4. Geofence radius -
5. Country -
6. Zip code -

Contact:

1. Contact person 1 -
2. Contact person 1 Designation -
3. Contact person 2 -
4. Contact person 2 Designation -

Companies Tab:-

Enter the details in Add Company:

Company:

1. Company Name -
2. Branch Type -
3. Company Code(Ex:AB) -
4. Category -
5. Company -
6. About Company -

Communication:

1. Email -
2. Landline -
3. Address -
4. Region/State code -
5. Country -
6. Zip Code/PIN code -

Social:

1. Facebook -
2. Twitter -
3. Instagram -
4. LinkedIn-
5. Website -

Setup:

1. Currency -
2. Date format -
3. Time format -
4. Timezone -
5. UTC zone -

Business info:

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

Graphics:

1. Logos -
2. Letter head -

More:

1. Directors -
2. Click on Submit button