All Companies
Navigation
Dashboard >> Sitemap >> User Accounts >> All Companies
Or
Menu Bar >> User Accounts >> All Companies
Introduction/Purpose
“All Companies” serves as an introduction and central hub for managing various associated companies within the “Service Provider Company”. Its purpose is to provide a comprehensive overview and facilitate efficient management of multiple companies operating under the umbrella of a “Service Provider Company”. “All Companies module” plays a crucial role in enabling effective management, coordination, and oversight of multiple companies within a service provider. By consolidating data, providing performance insights, and facilitating collaboration, the module helps streamline operations, enhance decision-making, and optimize resource allocation across the entire organization.
The admin of the “Service Provider” can add, update, or delete an associated company. Admin can add users for the associated companies and assign roles to users. The payment conditions of connected businesses can be updated by admin. If necessary, admin can upload papers from associated companies.
Dependencies
The “All Companies” module has dependencies on various components and functionalities within the system. The dependencies that can exist are mentioned below.
- Associated Company Profiles:
The module relies on the creation and management of associate individual company profiles. These profiles contain essential information about each company, such as its name, location, company type, and contact details.
- Integration with Other Modules:
The system is integrated with other associated modules or subsystems within the system. For example, it is integrated with modules such as supply chain, White Product Stock, Lubricant Product Stock, Dealer Product Stock, Orders, Sales, Stock Allocation Request, Payments etc. These integrations ensure seamless flow of information and enable comprehensive management of the entire company.
- Data Availability:
The module depends on the system to collect, store, and organize data related to each company and the assigned functionalities to the companies. This includes financial data, order volumes, stock and sale volumes, operational metrics and other relevant data points.
- Communication and Collaboration:
The system’s collaboration and communication features are necessary for the module to function. These solutions make it easier for different companies and their system users to collaborate, share documents, and handle different tasks.
- User Roles and Permissions:
This ensures that only authorized users can access and perform actions within the module, such as creating orders, Upload sales data, upload day closure data, upload available stock data. Data of all companies depends on the correctness of uploaded by users.
- Performance Monitoring and Reporting:
The module depends on programs or other features that keep tabs on each company’s performance. This includes gathering the key performance indicators (KPIs) required to create reports and display performance measures, such as sales, stock, payments, invoices, and loading tickets.
Companies List
All the added companies will be displayed on the companies list screen.
To view the companies list, there are two ways as mentioned below.
- Click on the “All Companies” from the menu under the “User Accounts” module as shown below.
- Click on the “All Companies” from the site map under the “User Accounts” module as shown below.
Change View For Company List
To change the view option of the company list , follow the mentioned steps.
Step 1: To view the company list, follow the steps mentioned in the section Companies List.
Step 2: To change the view of the company list, click on “Change View” as shown below.
Step 3: Change the view option by clicking any of the available view options as shown below.
Add New Company
To add a new company in the system, follow the below steps.
Step 1: To view the companies list, follow the steps mentioned in the section Companies List.
Step 2: Click on “ Add Company” to add a new company in the system as shown below.
Step 3: Fill all the mandatory fields (marked with *) in the “Add Company Form” as described and shown below.
- Company Classification: Select Classification of the company from the dropdown options of the predefined classification.
- Type of Company: Select the company type from the dropdown of predefined 3 options (Internal, External, Inter Company).
- Nature Of Business: Select a nature from the list of the nature of business that already exists in the system
- Type of Business: Select a type from 3 available dropdown options (Sole Trader, Private Limited Company, Public Limited Company).
- Payment Terms: Select a payment term from the available dropdown options, that payment term will be followed by the company.
- Owner Name: Enter Name of the owner of the company
- Owner Email: Enter Valid email address of the owner. Account Setup Link will be sent on this email by the system.
- Referral
Step 4: Click on the “Save” button to save the new company in the system as shown below.
Company Details
To View the details of the company, follow below steps.
Step 1: To view the company list, follow the steps mentioned in the section Companies List.
Step 2: Click on company name in the company list to view company details as shown below.
Click A Company Name From Grid View:
Click A Company Name From Table View:
Step 3: Scroll down to view all other company related information as mentioned and shown below.
- Finas Details
- Company Contact Details
- Company Owner Details
- Company Location Details
- Retail Station Details
- Retail Station Images
Company Dashboard
Company Dashboard Beta
Manage Users:
1. User List
To View the list of all users assigned for different roles of the company, follow the below steps.
Step 1: To open the company details screen follow the steps mentioned in section “ Company Details”.
Step 2: Click on “Users” to view the list of all users as shown below.
2. Update User
To Update user details from the company profile, follow the below steps.
Step 1: To view the users list screen of a company, follow the steps mentioned in section “ User List”.
Step 2: Click on the “Edit” button with the user in the user list to edit the details of the user as shown below.
Step 3: Update the user details as required and click on the “Update” button to update the User successfully.
3. Add User
To add a user from the company profile, follow the below steps.
Step 1: To open the users list screen of a company, follow the steps mentioned in section “ User List”.
Step 2: Click on “ Add User” to add a new user for the company as shown below.
Step 3: Fill all the mandatory fields (marked with *) in the “Add User Form” and click on the “Save” button to save the new user in the system as shown below.
Manage Stock:
1. Stock list
To view the list of all stocks and stock related details for all the stations of the company, follow the below steps.
Step 1: To open the company details screen, follow the steps mentioned in section “ Company Details”.
Step 2: Click on “Stocks” to view the list of the stocks with other related information as shown below.
2. Update Available Qty
To Update available quantity of product stock, follow the below steps.
Step 1: To view the stock list screen of a company, follow the steps mentioned in section “ Stock List”.
Step 2: Click on the “Other Action” and select “Update Available Quantity” with the product in the stock list to update the available quantity of the product stock as shown below.
Step 3: Set the “Actual Available Quantity” and Fill all other mandatory fields (marked with *) in the “Update Available Qty Form” as shown below.
Step 4: Click on the “Update” button to update available quantities as shown below.
3. Update Min. & Lowest Min. Qty
To update min. & lowest min. quantity of product stock, follow the below steps.
Step 1: To view the stock list screen, follow the steps mentioned in section “Stock List”.
Step 2: Click on the “Other Action” of a product from the stock list and select “Update Min. & Lowest Min. Qty”, as shown below.
Step 3: Set the “Minimum Qty” and “Lowest Minimum Qty” in the “Update Min. & Lowest Min. Qty Form” as shown below.
Note: Minimum Qty and Lowest Minimum Qty are used as flags. When the available quantity reaches the minimum quantity, then the system will notify.When the available quantity reaches the lowest minimum quantity, then the system will not allow it to sell and will notify. Value Of Minimum Qty Will Be Greater Than Lowest Minimum Qty.
Step 4: Click on the “Update” button to update min. & lowest min. qty as shown below.
4. Edit Cost
To update the purchasing cost per litre of product, follow the below steps.
Step 1: To view the stock list screen, follow the steps mentioned in section “Stock List”.
Step 2: Click on the “Other Action” and select “Edit Cost” of a product from the stock list as shown below.
Step 3: Enter the “Weighted Average Rate” to set the purchasing cost per ltr and Fill all other mandatory fields (marked with *) in the “Update WAC Form” as shown below.
Step 4: Click on the “Update” button to update cost as shown below.
5. Update Selling Price
To update the selling price per ltr of a product, follow the below steps.
Step 1: To view the stock list screen of the station, follow the steps mentioned in section “Stock List”.
Step 2: Click on the “Other Action” of a product from the stock list and select “Update Selling Price” as shown below.
Step 3: Enter the “New Selling Price” and Fill all other mandatory fields (marked with *) in the “Update Selling Price Form” as shown below.
Step 4: Click on the “Update” button to update the selling price as shown below.
6. Update Prices
To update all the stock details and price details of a product at once, follow the below steps.
Step 1: To view the stock list screen of the station, follow the steps mentioned in section “Stock List”.
Step 2: Click on the “Other Action” of a product from the stock list and select “Update Prices” as shown below.
Step 3: Update the details as required, mentioned and shown below.
- Actual Available Qty
- Minimum Qty
- Lowest Minimum Qty
- New Selling Price
- Weighted Average Rate (Purchasing Cost/Ltr)
Note: Minimum Qty and Lowest Minimum Qty are used as flags. When the available quantity reaches the minimum quantity, then the system will notify.When the available quantity reaches the lowest minimum quantity, then the system will not allow it to sell and will notify. Value Of Minimum Qty Will Be Greater Than Lowest Minimum Qty.
Step 4: Click on the “Update” button to update the quantity and price details, as shown below.
Company Products:
1. Company Product – List
To View the list of all the lube products, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Company Product” to view the list of all the lubes products and the available quantity, as shown below.
2. View WAC Log
To view all WAC logs with the current stock and credit stock information, follow the below steps.
Step 1: To open the company products list screen, follow the steps mentioned in the section “Company Product – List”.
Step 2: Click on the “Other Actions” and select “View WAC Log” as shown below.
3. Update Selling Price
To update the selling price of a company product, follow the below steps.
Step 1: To open the company products list screen, follow the steps mentioned in the section “Company Product – List”.
Step 2: Click on the “Other Actions” and select “Update Selling Price” as shown below.
Step 3: Enter the new selling price and click on the “Update” button to update the selling price.
4. Other Products
To View the list of all the other products, their price of the company, follow below steps.
Step 1: To open the company details screen, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Other Products” to view the list, as shown below.
Retail Stations
To View the list of all retail stations owned by the company, follow below steps.
Step 1: To open the company details screen, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Retail Stations” to view the list of all retail stations as shown below.
Orders
To View the list of all orders done by the company, follow below steps.
Step 1: To open the company details screen, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Orders” to view the list of all orders and related details as shown below.
LTs
To View the list of all the generated LTs from a company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “LTs” under the “meat-ball” ( . . . ) menu to view the list of all LTs with Loading information and other details as shown below.
Daily Sales:
1. Daily Sales List
To view the list of daily sales of different products for different sites of the company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Daily Sales” under the “meat-ball” ( . . . ) menu to view the list of all Daily Sales with sales information and other details as shown below.
2. Add Daily Sales
To add daily sales for a site of the company, follow the below steps.
Step 1: To open the daily sales list Screen, follow the steps mentioned in the section “Daily Sales List” under “Daily Sales”.
Step 2: Click the “Add Sales” button as shown below.
Step 3: In the form select a retail station from the dropdown for which the daily sales will be added as shown below.
Step 4: Select a product from the dropdown and fill all other mandatory fields (marked with *) of sales data in the “Add Sales Form” as shown below.
Step 5: To add sale details of multiple products, click on “Add New” as shown below.
Step 6: Follow the “Step 4” to enter sale details.
Step 7: Click on the “Submit” button to save the daily sales data as shown below.
Payments:
1. Payment List
To view the list of all payments added manually in the system, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Payments” under the “meat-ball” ( . . . ) menu to view the list of all the Payments with the payment details as shown below.
2. Payment Documents
To view documents regarding payments, follow the below steps.
Step 1: To open the payment list screen, follow the steps mentioned in the section “Payment List” under “Payments”.
Step 2: To download the document regarding a payment from the payment list, click on the “Image” logo under the “ Documents” field of that particular payment record as shown below.
3. Add Payment
To add payment details for a station/shop of the company, follow the below steps.
Step 1: To open the payment list Screen, follow the steps mentioned in the section “Payment List” under “Payments”.
Step 2: Click the “Add Payment” button as shown below.
Step 3: In the form select a retail station/shop from the dropdown for which the payment will be added as shown below.
Step 4: Fill all other mandatory fields (marked with *) of payment in the “Add Payment Form” as shown below.
Step 5: Click on the “Submit” button to save the payment information as shown below.
Invoice:
1. Invoice List
To view the list of all invoices and the payment status of the company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Invoice” under the “meat-ball” ( . . . ) menu to view the list of all the Invoices with the payment details and due amount as shown below.
2. Download Invoice
To download an invoice, follow the below steps.
Step 1: To open the invoice list screen, follow the steps mentioned in the section “Invoice List” under “Invoice”.
Step 2: To download the invoice regarding a transaction from the invoice list, click on the “File Download” logo under the “ invoice” field of that particular invoice record as shown below.
Documents:
1. All Documents
To view all the uploaded documents ( Company Logo, Company Pictures, Others ) of the company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Documents” under the “meat-ball” ( . . . ) menu to view all the Documents uploaded by the company as shown below.
2. Download Document
To download the uploaded documents, follow the below steps.
Step 1: To open the invoice list screen, follow the steps mentioned in the section “All Documents” under “Documents”.
Step 2: To download the documents regarding Company Logo, Company Pictures and Others, click on the “Document File Name” or “Download Button” as shown below.
Upload Documents (New)
To upload documents for the company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Documents (New)” under the “meat-ball” ( . . . ) menu to upload documents for the company as shown below.
Step 3: Click the “Upload” button of the document types ( Company Logo, Company Pictures, Others ) for which the document will be uploaded as shown below.
Step 4: Upload a document. Click the “Save” button to upload the document in the system as shown below.
Notes and Add Note
To add note to all the users follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Notes” under the “meat-ball” ( . . . ) menu to View the list of all added notes as shown below.
Step 3: Click on “Add Notes”, it will redirect to the add note form as shown below.
Step 4: There are two types of notes that can be added to the system. As per the requirement, select any one of the available options in the system as described and shown below.
- Normal Note: Select “Normal” option from Classification, Enter note in the field “Remarks”, Upload Remark document if required. Then Click on the “Submit” button to send a note to the user as shown below.
- Reminder Note: Select “Reminder” option from Classification, Select a “Remind Date”, Enter note in the field “Remarks’, Upload Remark document if required. Then Click on the “Submit” button to send a note to the user as shown below.
Activities
To view all the Activities of all users within the company, follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Activities” under the “meat-ball” ( . . . ) menu to view the list of all the activities with the time-stamp & the user’s name as shown below.
Import Truck/Driver:
Admin can import Truck/Driver in the system for their company. To import Truck/Driver needs to download the sample-file to construct truck/driver data in the file as per mentioned format. Follow the steps below to download the sample file and set data on the file.
1. Download Sample & Set Truck/Driver Data
Step 1: To open the company details screen, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Import Truck/Driver” to open the page from where the sample file will be downloaded.
Step 3: Select “Truck” or “Driver” from the import options as per the requirement.
Step 4: Click on the “File” icon to download the sample file of the selected option as shown below.
Step 5: Open the file and set data in a new CSV file as per the mentioned format and save the file.
2. Import Truck/Driver
To import Truck/Driver in the system for the company, follow the below steps.
Step 1: To open the company details screen, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Import Truck/Driver” to open the page from where the file will be uploaded to import.
Step 3: Select “Truck” or “Driver” from the import options as per the requirement.
Step 4: Click on the “Import Document” field to upload the “.csv” file or *
Drop file on that field from which data will be imported, as shown below.
Step 4: Click on the “Import” button to complete the import process as shown below.
Update Payment Terms
Admin will be able to update the payment terms for the company. As per the payment terms, the last due date of every payment of the company will be measured.
To update the payment terms , follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Update Payment Terms” under the “Other Actions” dropdown button as shown below.
Step 3: Select a payment term from the options of the “Payment Terms” dropdown.
Step 4: Click on the “Update” button to update the payment terms.
Update Company
To Update company details follow the below steps.
Step 1: To view the company details, follow the steps mentioned in the section “Company Details”.
Step 2: Click on “Edit” under the “Other Actions” dropdown button as shown below.
Step 3: Update the company details as required and click on the “Update” button to update the User successfully.
Connect
Actions Can Perform From Company List:
1. Update Payment Terms
Admin will be able to update the payment terms for the company.
To update the payment terms , follow the below steps.
Step 1: To open the company list, follow the steps mentioned in the section “Companies List”.
Step 2: Click on “Update Payment Terms” under the “Actions” dropdown button as shown below.
Step 3: Select a payment term from the options of the “Payment Terms” dropdown.
Step 4: Click on the “Update” button to update the payment terms.
2. Delete Company
Admin will be able to delete a company from the company profile. To delete a company follow the below steps.
Step 1: To open the company list, follow the steps mentioned in the section “Companies List ”.
Step 2: Click on “Delete Company” under the “Actions” dropdown button as shown below.
Step 3: Attach a supportive document and fill the mandatory field “Remarks” Click on “Update” to delete the company as shown below.
