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You are here : CRM > Sales Master > Corporate Master Corporate Master
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Add and maintain various Corporate through this master. Details include complete postal address and contact details. Once defined here, a Customer can be linked to its respective Corporate through Customer Master option.
A list of already existing Corporates will be displayed as follows -
Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.
Corporate details can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
To 'Add' a Corporate, click on the 
button and to 'Edit', click on the 
icon on its corresponding record. To view details of a particular Corporate, <DoubleClick> on that record. As a result, following screen will be displayed -
You can 'Add' or 'Edit' a Corporate but you can not 'Delete' it.
Specifies the Code and Name of the Corporate as follows -
Corporate Code:
(Type : Alphanumeric, Length : 4)
While 'Adding' a new Corporate, enter a unique code for the Corporate. The Corporate will be referred by this Code throughout IMMS. Press <TAB>. The system will check whether the entered Code is unique or not.
In case of 'Edit' and 'View', Corporate Code will be displayed automatically for the selected record. It can not be changed.
Corporate Name:
(Type : Alphanumeric, Length : 60)
While 'Adding' a new Corporate, enter the name of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', the name of the Corporate will be displayed automatically as per the selected record. You can change it in 'Edit' mode.
Sales Region:
While 'Adding' a new Corporate, specify the Sales Region of the Corporate. Click on the field to access a list of already existing Sales Regions defined through Codes Master Entry (Code Type = 'SR') option of Administrator Tools Module. Select your desired Sales Region from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Sales Region.
In case of 'Edit' and 'View', Sales Region will be displayed automatically as per the selected record. You can change it in 'Edit' mode.
Salesman:
While 'Adding' a new Corporate, specify the Sales Person of the Corporate. Click on the field to access a list of already existing Employees defined through Employee Master option of Administrator Tools Module. Select your desired Employee from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Employee .
In case of 'Edit' and 'View', Salesman will be displayed automatically as per the selected record. You can change it in 'Edit' mode.
This section specifies the complete postal address of the Corporate.
Address 1 - 3:
(Type : Alphanumeric, Length : 120)
While 'Adding' a new Corporate, enter the postal address of the Corporate in the provided three lines. Press <TAB>.
In case of 'Edit' and 'View', address will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
City:
While 'Adding' a new Corporate, enter the City of the Corporate. Click on the field to access a list of already existing Cities defined through City- State-Country Master option of Administrator Tools Module. Select your desired City from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the City .
In case of 'Edit' and 'View', City will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Pin Code:
(Type : Alphanumeric, Length : 10)
While 'Adding' a new Corporate, enter the Pin Code of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Pin will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Phone:
(Type : Alphanumeric, Length : 10)
While 'Adding' a new Corporate, enter the Telephone Numbers of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Telephone Numbers will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Fax:
(Type : Alphanumeric, Length : 10)
While 'Adding' a new Corporate, enter the Fax Number of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Fax Number will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
This section saves Contact related information as follows -
EMail Address:
(Type : Alphanumeric, Length : 50)
While 'Adding' a new Corporate, enter the Email Id of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Email Id will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Website Address:
(Type : Alphanumeric, Length : 40)
While 'Adding' a new Corporate, enter the Web Site Address of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Web Site Address will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Contact Person 1:
(Type : Alphanumeric, Length : 40)
While 'Adding' a new Corporate, enter the name of the first Contact Person of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Contact Person 1 will be displayed automatically as per the selected Corporate Code.
Designation:
(Type : Alphanumeric, Length : 25)
While 'Adding' a new Corporate, enter the Designation of any of the Contact Person 1. Press <TAB>.
In case of 'Edit' and 'View', Designation will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Phone:
(Type : Alphanumeric, Length : 10)
While 'Adding' a new Corporate, enter the Telephone Number of any of the Contact Person 1. Press <TAB>.
In case of 'Edit' and 'View', Telephone Number will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Contact Person 2:
(Type : Alphanumeric, Length : 40)
While 'Adding' a new Corporate, enter the name of the second Contact Person of the Corporate. Press <TAB>.
In case of 'Edit' and 'View', Contact Person 2 will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Designation:
(Type : Alphanumeric, Length : 25)
While 'Adding' a new Corporate, enter the Designation of any of the Contact Person 2. Press <TAB>.
In case of 'Edit' and 'View', Designation will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Phone:
(Type : Alphanumeric, Length : 10)
While 'Adding' a new Corporate, enter the Telephone Number of any of the Contact Person 2. Press <TAB>.
In case of 'Edit' and 'View', Telephone Number will be displayed automatically as per the selected Corporate Code. You can change it in 'Edit' mode.
Once you have entered all the information related to the Corporate, click on 'Save' button to save it or 'Cancel' to discard. The control will go back to the list.