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The Brands listing is created to identify the customer and what product/services they are offering. These brands will be available for selection when creating “Projects” transactions. Below are available actions for the user from “Brands” :

Samooha icon2  Create, edit and delete brand

Brands - create

 

 Field Name
Description
Mandatory Information
Brand Name Self-explanatory

Y

Brand Code Self-explanatory

Y

Business Unit Type of business unit / channel (Analytical Group)

Y

Description Description of the brand

N

Create New Brand:

1. Click “Create New” button at the right side of screen to create new brand

2. Fill up the information on right side of screen

3. Click “Save” button at the right side of screen to save

Account Settings - new save

4. Click “Confirm Brand” button at the right side of screen to confirm the brand

Brands - confirm

Note: These brands will be available for selection when creating “Projects” transactions

Projects- - brands

 

Update Brand Details

1. Click on brand to be updated, it will bring up the selected brand details on the right side of the screen

2. Click “Save” button at the right side of the screen when done with the updates

3. Click “Revert button at the right side of the screen to undo changes

 

Delete Brand

1. Click on brand to be deleted, it will bring up the selected brand details on the right side of the screen

2. Click on “Delete” button at the right side of screen

3. Click on “Yes” button on the pop-up window to confirm brand deletion