Overview: This article describes how to create, edit, and delete brands from master data.

  1. Navigate to Configuration from the Main menu and select Brands.
  2. When you click on the Brands link, a list of all existing brands appears on the main screen.
  • Search- Enter a brand code, brand name, or notes in part or full sentences to filter the results.
  • Reset- Clicking the reset button will clear all search entries from the field.
  • On the screen, you can adjust the number of records displayed using the pull down menu.
  • The pagination window in the bottom right corner of the screen allows you to browse between pages.
  • The sort icon present on each tile allows the data to be sorted ascending or descending order.
Add a new brand

a. To add new brand, click the +New button in the results heading.

b. The user is then presented with a set of fields to fill in for a new master data entry. 

c. Enter a new brand code, brand name and add any instructions or notes related to the brand.

d. Once the information has been entered:  
  • Click the Save & New button to save the brand and create a new entry. 
  • Choosing Save & Close will save the entry and dismiss the window. 
  • When you click on Cancel, the changes are aborted.
Update the existing brand:

a. Choose a brand that needs to be modified from the list.

b. Click the Edit button located next to the notes section in the Actions list.

c. By clicking the Edit button, the existing brand details become editable.

d. Once the information has been edited:

  • Click the Save & New button to save the changes in the system and create a new entry. 
  • Choosing Save & Close will save the changes and dismiss the window. 
  • Choosing Cancel button will abort the changes.
Delete the existing brand: 

a. Choose a brand that needs to be deleted from the list. 

b. Click the Delete icon located next to the edit information in the Actions list. 

c. The user is displayed a confirmation pop-up upon clicking the Delete button. 

  • When a user confirms, i.e., clicks the YES button, the selected master data entry is deleted from the system only if no dependency records are found in the system. 
  • If the selected master data is already in use in the system, the user receives a warning message informing them that the master data entity cannot be removed. 
  • If the user selects NO, the deletion procedure is aborted.