Brands Module

Overview #

The Brands Module allows businesses to manage different brands associated with their products. Users can create, categorize, and track brands, ensuring better organization and brand-specific sales tracking across the inventory system.

Key Features #

• Brand Directory
• Brand Associate Tracking
• Status Management
• Audit Trail
• Integration with Inventory
• Date Export
• Role-based Access Control

Accessing the Brand Module #

1. Log in to the ERPat System.
2. Navigate to Sales from the main sidebar.
3. Select Brands.

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Brands – Listing Page #

The Brands module displays all registered brands with the following columns:

• Title – Name of the brand.
• Description – Additional details or specifications about the brand.
• Available in Items – Indicates whether the brand is linked to any products/service (Yes/No)
• Available in Assets – Indicates whether the brand is linked to any assets. (Yes/No)
• Status – Shows if the brand is Active or Inactive.
• Date Created – Timestamp where the brand record was added.
• Last Updated – Timestamp of the most recent modification.
• Created by – Username of the user who created the brand entry.

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Additional Controls #

• Add Brand Button to create a new brand.
• Edit Button (per row) to modify an existing brand’s details.
• Delete Button (per row) to remove a brand.
• Status toggle to quickly activate or deactivate a brand.
• Search bar to filter brands by status, association, or date.
• Refresh button to reload the current brand list.
• Column visibility toggle to show or hide the column in the table view.
• Excel export button to download the brand list as a spreadsheet.
• Pagination controls to navigate between pages of brands when the list is long.
• Bulk actions dropdown to apply actions to multiple brands at once.
• Sortable headers to sort brands by title, date created, etc.

Steps for Adding a Brand #

Steps #

1. Navigate to the Entries tab in the Item page.
2. Click the Add brand button at the top of the table view.
3. Fill in the required fields:
   • Brand Title
   • Description
   • Available in Items (Yes/No)
   • Available in Assets (Yes/No)
   • Status
4. Review all details for accuracy.
5. Click Save to add a brand.

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Result #

Once the brand is added, it will appear in the Brands list.

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Steps for Editing a Brand #

Steps #

1. Navigate the Brands from the listing page.
2. Locate the brand you wish to edit using the Search bar or by browsing a list.
3. Click the Edit button in the actions column for that brand.
4. In the edit form, update the desired fields:
   • Title
   • Description
   • Status (Active/Inactive)
5. Review your changes for accuracy.
6. Click save button to apply changes.
7. The updated brand information will now be reflected across all linked items and assets.