To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 ADD PLACES- Step-by-Step
Step 1: Reach the Places
From the main side menu, click on "Sales," then go to "Masters," and finally choose "Places" This will open the Places Search page.
Step 2: Adding a Place
Located at the top-right corner of the Places Search page, there is an “Add Places” button. Simply click on this button to proceed.
Step 3: Fill in details
Upon clicking the 'Add Places' button, the Add Places page will open. Complete the following information:
Type: The "Type" dropdown offers a choice between "Country," "City," and "Supply Place." This selection helps categorize and distinguish the nature of the information being entered based on its geographical relevance. This is a mandatory field.
Description: The "Description" field enables users to provide a concise textual overview of the entity being recorded. This description offers clarity and context to identify and differentiate between different geographic entities. This is a mandatory field.
Code: In the "Code" field, users can input the specific alphanumeric code associated with the city or country. This code serves as a unique identifier, such as an international country code or a city-specific code, aiding in streamlined record-keeping and referencing within the system. This is a mandatory field.
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
Save: To retain the information, select "Submit." This action will include the places with the provided details. After saving, the entry will be added and the screen will transition to the editing mode
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Step 5:Going Back
If you change your mind and don't want to add a places, click "Cancel." This takes you back to the Places Search page.
1.2 SEARCH PLACES
Search a Place - Step-by-Step
Step 1: Start Searching
On the Places Search page, you can search in different ways:
By Type : The "Type" dropdown offers the options of "Country," "City," and "Supply Place." This selection allows you to categorize the entry based on its geographical significance, whether it's a country, city, or supply place.
By Description: Type the description.
For All: If you don't have a specific name or code, just click "Search" to see all customers.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by Places, or Description you will find the matching Places.
1.3 EDIT PLACES
Edit a Place - Step-by-Step
Step 1: Find Places Edit
Step 2: Start Editing
On the Places Search, you can edit Places:
By Type or Description: Type the Type or Description.
Click Search: Press "Search" to find the Place you want to edit.
Step 3: Edit Details
After clicking "Search," you'll see results
Click "View/Edit" next to that customer to reach the Edit Places page.
Step 4:Update Info
On the Edit Places page, you'll see existing details.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.