Here you can manage your list of company types by adding, editing, copying and deleting them.
To search for company type enter name or code and click the Search button. The result will be displayed in the same dialog window.
Create New Company Type
- Enter text name.
- Select Active tick box if the company type is to be used.
Once the parameters are defined select the Save button and the information is committed to the database and the new entry will appear in the existing list of items. To discard a new item prior to save select the Cancel button and the information will be removed and the window closed.
Edit Existing Company Type
All company types in the list can be edited. If more than one company type is needed to be edited select the tick box to the left of the company type and select the Edit button. Each item will appear in a separate window and can be edited in turn.
After clicking the Edit button the company type details will appear and user can edit fields as required. After editing click the Save button to commit changes to the database. To discard changes click the Cancel button.
Copy Existing Company Type
A company type can be copied to create a new item using the following procedure.
Select the tick box of company type that is to be copied and click the Copy button. The Edit dialogue window is displayed and the new parameters can be entered. After editing click the Save button to commit changes to the database. To discard changes click the Cancel button.
Delete Existing Company Type
Company type that are no longer required can be deleted.
Indicate the company type that is to be deleted by selecting the tick box to the left of the item and select the Delete button. The item is removed from the database and is no longer visible in the list of available items.