1. Payment Type
1.1 Dashboard
The user can view their defined payment types in the system by navigating to the ‘Payment Type’ screen in the Master Data from the left navigation panel as follows:
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New Payment Type: the user can add a new payment type by clicking New Payment Type button.
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Export: the user can export the list as an Excel file by selecting export button.
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Import: the user can upload the list as an Excel file by selecting import button.
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Download template: the user can click on ‘Download Template’ to download a certain detail from the dashboard.
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Filters: the user can search for the shipment by the name, code ………etc.
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Rows Per Page: the user can select the number of items to show on each page.
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Action: by clicking on this button the user can edit, delete
1.1.1 Edit Information
The user can edit the information of an existing payment type clicking on Edit from Actions by navigating to the ‘Payment Type’ screen via the Master Data.
1.1.2 Delete Payment Type
The user can delete the information of an existing payment type clicking on Delete from Actions by navigating to the ‘Payment Type’ screen via the Master Data.
1.2 Add New Payment Type
The user can create a new payment type by clicking on New Payment Type by navigating to the ‘Payment Type’ screen via the Master Data.
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Code: this field represents the payment type alphanumeric value.
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Name: this field represents the payment type name.
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Description: this field represents a detailed description of the payment type.
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Payment Type Name (English): this field represents the payment type name in english.
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Payment Type Name (Arabic): this field represents the payment type name in arabic.
By clicking on Add, the payment type will be added successfully.