The process to update existing EBs (Equipment Builder) details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Edit (Pencil Icon)
If user wants to update the existing EBs details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details
| Field name | Description |
| Company Name | The system automatically shows the company name by default, if user wants to change company name, enter a new company name in the field |
| Stage Name | By default the system shows current stage of the Equipment Builder; if user wants to change the stage, select stage from the drop-down list. |
| Legal Name | If user wants to change legal name of the company that should reflect in the print, enter a new name in the field |
| PAN No. | By default the system shows PAN number of the Equipment Builder; if user wants to change PAN number, enter a new PAN number |
| Credit Limit Details | |
| Credit Limit Type |
Automation: The system automatically sets the credit limit for the Equipment Builder based on their tag assigned, and if user wants to set credit limit click on the Manual option. Manual: By clicking on the manual, the user can set the credit limit manually for the Equipment Builder |
| Description | User can comment or enter short notes about the Equipment Builder |
| Image URL | The system already contains company image provided by the user while creating user, or if user wants to change or add new image, click on Choose image and upload image from the local storage |
Apply all the required changes in the fields and click on Save.
Updates in Details Portlet
The process to update Organization type and SPoC (point of Contact Person) name in Details Widget is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Details Portlet > Organization Details Widget > Edit (Pencil icon)
By default system displays organization details that are provided while creation of the Equipment Builder. If user wants to change Organization Type, click on the Edit option (Pencil Icon) at the top right corner of Details Widget
Edit Organization Type
| Field Name | Description |
| Organization Type | By default system shows organization type and if user wants to change organization type, select from the list of Organization or Walk-in and click on Save |
| Contact Name | By default system displays point of contact person’s details that are provided while creation of the Equipment Builder. If user wants to change it, click on the Point of contact name shown and it directs to the Phone book Module where user can update Point of Contact details of the Equipment Builder. |
The process to Edit or change the Equipment Builder documents is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Details Portlet > Documents Widget > Edit (Pencil Icon)
System displays already existing document details of the Equipment Builder and if user wants to add new documents, click on Create (Pencil Icon) option at the top right corner of the Documents Widget.
Add Documents
User can click on Create (Plus +) symbol to upload files from local storage.
User can add Equipment Builder documents like PAN, address proofs, Aadhar card, organization related files and images. Upload the image and then click on Save.
The process to update existing Sales Manager details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Details Portlet > Sales Manager Widget > Edit (Horizontal Three dots)
User can click on “+” button in Sales Manager Widget to add a new Sales Manager & shows the labels of Manager details. Fill the required fields & Save.
The system displays already existing Sales Manager details and if user wants to update the already existing Sales Manager details, click on Edit option (Horizontal Three dots) at the right corner of the Sales Manager Widget.
Edit Sales Manager
| Field name | Description |
| Employees | By default system shows Sales manager name and if user wants to change existing Account manager, select a new Sales Manager name from the list |
| Address | By default system takes address name and if user wants to change existing address of the Sales Manager, select new address name from the list |
| Contact person | System automatically shows SPoC name (Single point of contact name) and if user wants to change contact name, select contact point person’s name from the list |
Apply the details and click on Save.
The process to update Organization Group is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Details Portlet > Organization Group Widget > Edit (Pencil Icon)
System displays Organization Group details of the Equipment Builder and if user wants to update the already existing Organization Group details, user needs to click on ‘Edit’ option (Pencil icon) at the top right corner of the Organization group widget and fill in the required details
Organization Group Change
| Field name | Description |
| Group | System shows group name by default, and if user wants to change group name select organization group name from the list |
| Stage | By default system shows stage name, and if user wants to change the existing stage, select stage name from the list |
| CIN | By default system displays CIN code of the Equipment Builder, and if user wants to change the existing CIN or add a new CIN code, enter a CIN number in the field |
Apply the details and click on Save.
The process to change the existing Followers details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Details Portlet > Followers Widget > Edit (Three dots)
User can add the Multiple Followers to the Equipment Builder, by clicking on Add option. User can click on “+” button in Followers Widget to add new Followers & shows the labels. Fill the required fields & Save.
By default system shows existing Followers name(s) of the Equipment Builder and if user wants to change the Followers, click on Edit(Three dots) at the right corner of the Followers Widget.
Add Followers
| Field name | Description |
| Follower name | By default system shows the existing Followers’ name, if user wants to change the existing followers name, select from the list |
Apply the details and click on Save.
Updates in Contacts Portlet
The process to update the address is as follows:
Navigation: Menu > Distributors App > Distributors Listview > Select the Distributor > Contacts Portlet > Address Widget > Edit (Three dots)
User can click on “+” button in Address widget to add new address & shows the labels of address details. User can add Multiple addresses if the Equipment Builder locations are different. Address can also be updated if it was overlooked while Equipment Builder creation process.
Edit Address
| Field name | Description |
| Address Name | By default system shows the existing address name and if user wants to change the existing address name, enter a new address name |
| Pin Code | By default system shows the existing Pin code of the address and if user wants to change the Pin code, enter the new Pin code of the address |
| Address Line 1 | By default system shows the existing address line 1 details and if user wants to change the existing address line 1, enter the address line 1 details |
| Address Line 2 | By default system shows the existing address line 2 details and if user wants to change the existing address line 2, enter a new address line 2 details |
| City | By default system shows the existing city name and if user wants to change the city name, enter a new city name |
| Landmark | System automatically shows existing landmark and if user wants to change the landmark, enter a new landmark name |
| GSTIN No. | System automatically shows existing GST details and if user wants to change the GST no, enter a new GST number |
| Capture GPS Coordinates | User can click on the Circle box to enable the permission of GPS coordinates. |
Apply all the details and click on Save
The process to change the existing Geo Tagging details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Contacts Portlet > Address Widget > Geo Tagging Widget > Edit (Three dots)
User can click on the Edit option (Three dots) to the right of Address Widget in Contacts Portlet and select by clicking on Geo Tagging option.
This feature allows user to add a Geo tagging location of the Equipment Builder by saving GPS location, enabling the user to track the Equipment Builder location easily. If user wants to enable Geo tagging feature, click on Save and it reflects in the Address Widget.
The process to update GST details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Contacts Portlet > GST Details Widget > Edit (Three dots)
User can click on “+” button in GST Details Widget to add new details & shows the labels of it. Fill the required fields & Save.
By default system shows existing GST details of the Equipment Builder and if user wants to add new GST details, click on Edit option at the top right corner of the GST details widget.
Update GSTIN
| Field name | Description |
| GSTIN no. | By default system shows the GST number and if user wants to change it, enter GST number of the Equipment Builder |
| GST Valid From Date | By default system shows the GST validity and if user wants to change it, set GST from date of the validity from the calendar |
| GST Valid To Date | By default system shows the GST validity and if user wants to change it, set GST To date of the validity from the calendar |
| Address Name | By default system shows the address name and if user wants to change it, select address name from the list |
Apply the required details and click on Save
The process to change Phone Number details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Contacts Portlet > Phone Number Widget > Edit (Three dots)
User can click on “+” button in Phone Number Widget to add new Phone Number & shows the labels of Phone Number details. Fill the required fields & Save.
By default system shows existing Phone Number details of the Equipment Builder and if user wants to change Phone Number details, click on Edit option at the right corner of the Phone Number details widget.
User can also add Phone number, type of phone number and verify the registered phone number of the Equipment Builder
Edit Phone Number
| Field name | Description |
| Number Type | By default system shows the existing Phone number type and if user wants to change number type, select the number type like Personal, Office, Home, Others. |
| Phone Type | By default system shows the existing Phone type and if user wants to change phone type, select the phone type as landline or mobile |
| Mobile No | By default system shows the existing Phone number and if user wants to change number, enter the Mobile number |
Click on Save and Phone number details are added.
The process to change existing Email details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Contacts portlet > Email Id Widget > Edit (Three dots)
User can click on “+” button in Email widget to add new Email & shows the labels of Email details. Fill the required fields & Save.
By default system shows existing Email Id of the Equipment Builder and if user wants to change it, click on Edit option at the right corner of the Email Id widget.
Update Email
| Field name | Description |
| Email type | By default system shows the existing Email type and if user wants to change mail type, select the mail type as Work or Personal |
| By default system shows the existing Email and if user wants to change mail, enter the new mail id details |
Click on Save and Email details are added.
The process to change existing URL details is as follows:
Navigation: Menu > EBs App > EBs Listview > Select the EBs > Contacts Portlet > URL Widget > Edit (Three dots)
User can click on “+” button in URL widget to add new URL & shows the labels of URL details. Fill the required fields & Save.
By default system shows existing URL of the Equipment Builder and if user wants to change existing details, click on Edit(Three dots) option at the right corner of the URL widget.
Update URL
| Field name | Description |
| URL type | By default system shows the existing URL type and if user wants to change the URL type, select from the list of Custom, Facebook, Google, or Twitter |
| URL | By default system shows the existing URL and if user wants to change it, enter the new URL of the Equipment Builder |
Click on Save and URL details are added.