Entity Management

The Entity Management page allows users to view and manage (create, edit, or delete) entities.

Viewing Entity List:

The list of different entities in TrakIT can be viewed based on Name/Code of the entity, Email, Country, and/or Entity Group filters.

Set these filters as required and click on the 'Search' button to view the list of entities. The following pop-up appears:

a. Creating a new Entity

Go to the respective tab to select which type of entity you want to create.

Click on the 'Create' button to create a new entity. The following window pops up:

    1. Enter a unique Entity Code while creating a new entity.

    2. Enter the name of the entity in the Entity Name field. The name will be converted to title case automatically. Select the No Title Case checkbox if TrakIT should keep the name exactly as specified.

    3. Select the Country where the entity is located.

    4. Enter the name of contact persons for this entity in the Contact Person(s) field.

    5. Enter the contact number(s) of the entity in the Phone Numbers field.

    6. Enter the base address of the entity in the Postal Address field.

    7. Enter the Local Name. This field can be used to populate the name of the entity in the country's local language or script.

    8. Select the Currency from the drop-down menu.

    9. Enter a default account number.

    10. Enter a unique Tax ID Number(TIN).

    11. Enter the registration number of the company.

    12. Select a responsible company from the drop-down.

    13. Enter comma or semicolon separated Email Addresses in this field.

    14. Any additional information about the entity can be specified in the Remarks field.

    15. Enter WhatsApp number.

    16. If the entity belongs to a specific group, select it from the Entity Group drop-down list.

    17. Click on the 'Choose File' button under the Entity Logo field to select a logo for this entity. The logo is automatically re-sized to maximum dimensions of 150 pixels for the width and 75 pixels for the height.

    18. Toggle 'Send Link' to 'Yes' if a tracking link is to be included in status update emails for this entity.

    19. Toggle 'Status Updates' to 'Yes' to enable this entity to receive status updates.

    20. Toggle 'Enable API access to 'Yes'.

    21. Toggle 'Disable' to 'Yes' if the entity needs to be disabled. A disabled entity will not appear in any drop-down list while creating a work order.

    22. Click on the 'Create' button to create the entity.

Import Entity

Click on the 'Import' button, a pop-up window will open up with the following information:

Click on the 'Choose File' button to upload the MS-Excel format file with all the details and click on the Upload button.

Export Entity Information

Click on the 'Export' button, a file gets download with the information displayed on the Entity Management page in MS-Excel format.