AuctionGate | Logistic CRM system - Site page "Companies"

The site page "Companies" is designed for creating, editing and deleting companies. It also provides the possibility of mass editing and creating an export of information about companies.

The page contains a search bar, a filter area and a table displaying all companies.

Figure 1 - "Company" website page

Search by specified filters

When you click on the "Filter" button (Figure 1, Pointer 1), a filter window opens, which is used to set the search parameters (Figure 2):

• “Company type” - from the drop-down list that opens when you click on the  button , select the type of company;

• “Responsible” - from the drop-down list that opens when you press the  button, select the employee assigned to the client.

Note: It is possible to set one or more parameters to perform a search.

After entering the parameters, click on the "Apply" button to generate the list of companies, in case of cancelation - the "Reset" button.

As a result, the table will display data according to the set filter parameters.

Figure 2 - "Filter" window

The search bar allows you to search by any parameter (Figure 2, Pointer 1). To do this, enter any query and click on the  button located in the search bar or on the "Enter" button located on the keyboard. As a result, the found records corresponding to the entered parameters will be displayed in the table.

To clear the entire search window and reset the filter, click on the  button. If you want to remove one of the parameters, click on the cross that is located in the query window itself (Figure 2, Pointer 2).

Company creation

To create a company, click on the "Add company" button (Figure 1, Pointer 2). After that the "Service companies" window will open, which represents 2 blocks with information.

  - Block “Company information”. This block displays information with general information about the company (Figure 3, Pointer 1):

• “Company name” - type in the company name;

• “Responsible” - from the drop-down list that opens when you press the  button, select the employee to be assigned to the client;

• “Company type” - select the company type from the drop-down list that opens when you click on the  button;

• “Website” - enter the web address of the company;

• “Phone number” - provide the company's phone number;

• “Email” - provide the company's e-mail address;

Note: The Company name and Company type fields are mandatory.

To add an additional field, click the "Add custom field" button (Figure 3, pointer 3). This will create a new field where you can enter the required data. If you want to delete this field, click .

 Figure 3 - "Service companies" window

- Block “Company address” This block displays information about the company's location (Figure 3, Pointer 2):

• “Company Address 1” - enter the company's primary address;

• “Company Address 2” - provide an additional address (if necessary);

• “Country” - specify the country where the company is located;

• “City” - enter the city where the company is located;

• “State” - specify the state;

• “Zip code” - enter your zip code.

To save the data, click on the "Save" button, if canceled, click on the "Close" button.

Company Editing

To edit a company, select the required entry in the table and click the  button (Figure 1, Pointer 4).

This will open the "Company" window, which includes three tabs: "General" and "Deals" (Figure 4, Pointer 1) .

General tab:

Includes general information about the company, to make the fields available for editing, click "Edit" (Figure 4, Pointer 2), where data changes are made in the same way as when creating (see above).

Figure 4 - "Company"/General window

If you need to delete a company, click the "Delete company" button. After that a window will open, in which to confirm the deletion click on the "Yes" button, to cancel the deletion click on the "No" button (Figure 5).

Figure 5 - Confirming/Canceling Company Deletion

  To save the changes, click the "Save" button. Use the "Close" button to close the window (Figure 6).

Figure 6 - Continuation of the "Company"/General window

 Deals tab:

The "Deals" tab contains brief information about the deals in which this company is involved. This information includes the current stage of the transaction, as well as data on the date of sale, VIN number, make, model and year of manufacture of the vehicle. In addition, the warehouse where the vehicle is located is indicated.

Clicking on a vehicle (Figure 7, Pointer 1) will open a "Deals" window with full details of the transaction, providing the ability to enter or edit data .

Figure 7 - Company/Deals window

Clicking on a warehouse (Figure 7, Pointer 2) will open the "Warehouse" window, which will show all the vehicles in that warehouse. For each of them information about the current stage of the transaction, customer and delivery date will be available (Figure 8).

Note: Only vehicles that are in the stages Delivery to warehouse, Ready for loading, In the process of loading will be displayed in the warehouse.

Figure 8 - "Warehouse" window

Containers tab:

The Containers tab provides a summary of the containers that this company is involved in. This information includes status, container number, shipping company and estimated date of arrival.

To search for a container, enter the container number in the search box (Figure 9, Pointer 1) and press the   “Enter” button located on the keyboard. As a result, the found records matching the entered parameters will be displayed in the table.

To clear the entire search window and reset the filter, click on the button. If you want to remove one of the parameters, click on the cross that is located in the query window itself (Figure 9, Pointer 2).

The page also displays a counter that provides information about delivered containers (Figure 9, Pointer 3). If you click on one of the counter items, an automatic filter will occur, displaying the appropriate containers.

Clicking on a container number (Figure 9, Pointer 4) will open the Container window with complete information, giving the possibility to enter or edit data (see description of ‘Formed container’).

Figure 9 - The “Company”/Containers window

How to create company exports?

One of the key features of the Companies page is the ability to export data to various formats such as Excel spreadsheets or CSV files, making it possible to save and analyze data off-site.

To export company data, click the  button (Figure 1, Pointer 1), where, if Make export is selected, the "Export" window will open, which consists of two tabular blocks "Current export" and "Completed export". To export a file, select the desired file format and click on the "Start" button (Figure 10, Pointer 1/Pointer 2). When the export is complete, the file will become available in the "Export Completed" section. Then, click on the "Download" button (Figure 10, Pointer 3), select a location to save the file and click "Save".

Note: If the export was not performed, the next time the Export window is opened, a newly created file will be presented in the Current Export block. The old file will be deleted from the queue.

If the export is canceled, click the "Cancel" button (Figure 10, Pointer 4). As a result of this action, the file will be removed from the "Current Export" table.

To close the window, click the "Close" button. 

If necessary, for the exported file, you can apply a filter using the filter function (Figure 2) or by checking the boxes  in the company table  (Figure 1, Pointer 5).

Figure 10 - Export window

To view the export history, click the  button (Figure 1, Pointer 3), where selecting Show export will open the Export window, which is identical to the window used to perform company exports.

Function of mass editing of companies

The bulk company edit function provides a convenient way to make simultaneous changes when you need to enter the same type of data into multiple records.

To use this feature, follow the steps below:

1. In the table, check the  box next to each company you want to edit (Figure 1, Pointer 5).

2. After marking the companies, a bulk edit options panel will appear at the bottom of the table, in which use the available options to modify the parameters (Figure 1, Pointer 6).

Note: Checking the "For All" checkbox (Figure 1, Pointer 7) will cause all records to be highlighted, so changes can be applied to all at once.

Available options:

• Deleting a company - on the bulk edit panel, select the "Delete" option (Figure 11, Pointer 1), a window will open where you can confirm the deletion by clicking on the "Delete" button and cancel by clicking on the "Cancel" button.

Figure 11 - Delete option

• Set Employee - select the "Set Employee" option (Figure 12, Pointer 1) , then select the desired employee from the available options and click the "Apply" button (Pointer 2) to save the changes.

Figure 12 - Employee change option

Note: In the list of employees available for application, only those with the status set to "Active" are displayed.

• Set Company Type - Select the Set Company Type option (Figure 13, Pointer 1), then select the desired company type from the available options and click Apply (Pointer 2) to save your changes.

Figure 13- Company type assignment option