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Brands Module

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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.

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.

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.

Result #

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

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.

Steps for Deleting a Brand #

Steps #

  1. Locate the brand you wish to remove from the Brands listing.
  2. Click the Delete (×) icon under the Actions column.
  3. Confirm the deletion when the system prompt appears.

Result #

The brand will be permanently removed from the directory.

Permissions and Access Control #

  • Authorized Roles: Only users with Sales or Admin roles are permitted to create, edit, or delete estimates, estimate requests, and estimate forms.
  • View-Only Access: Read-only permissions may be granted to specific users who need to monitor estimate activities and status updates without the ability to modify records.

Best Practices #

  • Standardized Naming: Use clear and consistent titles for all estimate forms and requests to ensure they are easily searchable and identifiable by the team.
  • Data Verification: Double-check client details, service line items, and pricing for accuracy before saving or finalizing a submission.
  • Data Retention: Avoid deleting active estimates or request forms that are currently linked to ongoing transactions or pending approvals.

Audit & Logs #

All actions—including the creation, modification, and deletion of estimates, estimate requests, and estimate forms—are automatically captured in the ERPat System. These logs provide a permanent record for monitoring, internal audits, and compliance tracking.

Last Updated: March 13, 2026 Module Owner: Sales & Inventory – ERPat System

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