Company Settings
Purpose
These settings will be used by the admin for managing the general dynamic settings for company info. All the Company Settings will have different purposes to fulfill.
Navigation Path
Path: Configurations > Company Settings
Listing Screen
View list of all the Company Settings that were configured. Admin will have an option to update Company Settings from the list. Admin will be able to search the Company Settings using the text search filter option this is provided in the list.
Text Search Filter: Admin can search from the list using the text inputs provided below.
Option to Conditional search, refresh
Conditional Search/Filter: User will be able to search using below pop-up
Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
- Multiple Field conditions can be added by clicking on “+” Button
- Field conditions can be removed by clicking on “-” Button
- Admin will have the option to select which field the input data needs to be compared and searched upon
- Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:
- Text area will be provided to enter the data to compare and search in the listing.
Export
- Admin will have the option to export data in excel and PDF format
- Admin can either select the columns or all the columns based on the need
- Admin can either export the current page records or all the record
View Company Settings
User can view the details of Company Settings that was added by the administrator. Admin can view the following info
- Summary: It consist of the overall information of the Company Settings
- Activities: Admin can view the recent activities of the Company Settings
- Admin will also be able to edit the Company Settings as well
Edit Company Settings Form
- Admin will be able to Add new Company Setting and edit the existing Company Setting from this page
- Admin needs to fill the Company Setting and other related information to add a Company Setting.
Value (Required): Admin will only be able to change the value of these settings.
Settings of the terminal settings are provided below
| Label | Understanding | Remark |
|---|---|---|
|
Buyers Performance Evolution Period | This setting is used to evaluate buyers performance and giving the grade like Silver, Gold, Diamond, etc | |
|
Company Name | Name of the company that need to be displayed in PDF footer | |
|
Company URL | The Company URL to be displayed in LT PDF | |
|
Company Service URL | Not Available | |
|
| Facebook URL to be Displayed in PDF footer social media icons with this setting link | |
|
| Twitter URL of the company will be set in the social media icon in PDF footer | |
|
Youtube | YouTube URL of the company will be set in the social media icon in PDF footer | |
|
Contact us url | Not Available | |
|
Company Toll Free Number | Telephone number of the company will be set in the Tel in PDF footer | |
|
Email Footer Display Address | For all the company related emails this company address will be considered to be displayed in footer | |
|
Faq | Displaying FAQs in PDF footer of website | |
|
Company address | Displaying Company Address in PDF footer | |
|
invoice copyright text heading | This is deprecated | |
|
invoice copyright text content | This is deprecated | |
|
Copyright text | Copyright text Displayed in PDF footer | |
|
LAT copyright text heading | LAT copyright text heading Displayed in PDF footer | |
|
LAT copyright text content | LAT copyright text text content Displayed in PDF footer | |
|
WAYBILL copyright text heading | Waybill copyright heading Displayed in PDF footer | |
|
WAYBILL copyright text content | Waybill copyright text content displayed in PDF footer | |
|
Company Fax | Company Fax Displayed in PDF footer | |
|
Default Terminal For MOG | Set the Default Terminal for loading tickets programming | |
|
Default Delivery Terms For MOG | Default Delivery Terms For MOG to be displayed in PDF | |
|
Default Quantity Variance Value For MOG | For loading tickets end batch, If this setting is NA then termianl wise setting will be used otherwise company setting will be used | |
|
Default Quantity Variance Maximum Value For MOG | For loading tickets end batch, If this setting is NA then terminal wise setting will be used otherwise company setting will be used | |
|
Finas Access Key for MOG | This is key that is Useful for FINAS integration | |
|
Finas API End Point URL for MOG |
Portal – FINAS mapped end point URL | |
|
Finas User Name For MOG |
FINAS system login email/username | |
|
Finas User Password For MOG |
FINAS system login password | |
|
Enable Company Wallet Credit |
Manual Credit for Company Wallets enable setting | |
|
Enable Company Wallet Debit |
Manual Debit for Company Wallets enable setting | |
|
Enable Company Wallet Set Minimum Balance |
Set Credit Line for Company Wallets enable setting | |
|
Enable Company Wallet To perform Transaction | Portal system wallet transactions enable setting. If FINAS integration is OFF then portal system transactions will be enabled | |
|
Enable Company Wise Finas Integration |
FINAS integration enable setting | |
|
Active FinAS Transaction Preferences |
Flags to perform wallet transactions on FINAS system based on the entity/functionality | |
|
Enable Company Wallet Set Security Deposit Percentage |
Security deposit percentage for company wallets setting | |
|
Enable Company Wallet Set Valuation |
Operational Value for company wallets setting |
Before Submission, admin will have option to go to “Next” Page of edit company settings, go to “listing” Page or “Stay” on the same page.
Admin can save the Company Setting by submitting the form or can discard the form.
On Submission, the new Company Setting will be listed in the listing page and existing Company Setting will be edited.