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Add or Edit Company

Overview:

In the "Company Setup" module, users can effortlessly create and manage a company by providing essential information such as name, address, city, state, postal code, slot, and contact details. The option to activate or deactivate a company ensures flexible management.

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  1. Access "Company Setup":

    • Navigate to the "Company Setup" module to create or manage the company.
  2. Add New Company:

    • Click on "Add New Company" to initiate the setup process.Add.png
  3. Basic Information:

    • Fill in the essential details for the clinic.
      • Company Name: Provide a unique name for the company.
      • Address: Enter the physical address of the company.
      • City, State, Postal Code: Specify the location details.
  4. Activation Options:

    • Choose the activation status for the company.
      • Active: The company is currently operational.
      • Inactive: Temporarily deactivate the company.
  5. Save Basic Details:

    • Click "Save" to confirm the basic information set up.
  6. Add Contact Information:

    • Navigate to the "Contact Information" section to provide additional details.
      • Email: Enter the company contact email.
      • Phone: Provide a contact phone number.Contact.png
  7. Save Contact Details:

    • Click "Save" to confirm the contact information setup.
  8. View and Manage Company:

    • Access the list of companies with options to edit or deactivate.
  9. Edit Company Details:

    • Click on the edit button to modify company information.Edit.png
  10. Deactivate Company:

    • Temporarily deactivate a company when needed.
  11. Reactivation:

    • Easily reactivate a deactivated company.