Businesses
Overview
Use Businesses to view, search, and manage the list of businesses registered in the system.
This page helps you find existing businesses, filter and sort the list, open a business for editing, and create a new business when needed.
Quick start
- Use the search box to find a business by code or name.
- Use the Show filter to narrow the list.
- Review the businesses shown in the grid.
- Click Edit to open a business.
- Click New Business to add a new one.
- Use paging controls if there are more results than fit on one page.
Main sections / fields / actions
Search
Use the search box to find a business quickly.
You can search by:
- business code
- business name
After entering your search text:
- press Enter, or
- click Search
This is useful when you already know the business you want to open.
Show filter
Use the Show filter to control which businesses appear in the list.
Typical options include:
Choose All if you want to see every business record available to you.
Businesses list
The main grid shows the businesses available to you.
Typical columns include:
- Code
- Business Name
- City
- Country
- Created
This gives you a quick summary of each record before opening it.
Sort results
You can sort the list by clicking a column heading.
Sorting helps you organise the list by:
- code
- business name
- city
- country
- created date
Click the same heading again if you want to reverse the order.
Page through results
If there are many businesses, the list may be split across multiple pages.
Use the page controls to move between pages and review more results.
New Business
Click New Business to open the business creation page.
Use this when you need to add a new business record to the system.
Edit
Click Edit next to a business to open its details page.
From there, you can review and update the business record.
Messages
The page may show messages when:
- no businesses match your search or filter
- an error prevents the list from loading correctly
Read these messages carefully if the list does not behave as expected.
Common tasks
Find a business
- Enter the business code or name in the search box.
- Click Search or press Enter.
- Review the results shown.
Show only active businesses
- Open the Show filter.
- Select Active.
- Review the updated list.
Open a business for editing
- Find the business in the list.
- Click Edit.
- Review or update the business details on the next page.
Add a new business
- Click New Business.
- Complete the business details on the next page.
- Save the new record.
- Return to the businesses list if needed.
Tips for using the page
Use partial search terms
If you are not sure of the exact business name or code, try entering part of it.
Check the filter before assuming a record is missing
A business may not appear because the list is currently filtered to Active or Archived only.
Refresh after making changes
If you recently edited or created a business, refresh the list to make sure you are seeing the latest information.
Use sorting to review records more easily
Sorting by name or created date can make large lists easier to work with.
Troubleshooting
No businesses were found
Check the spelling of your search term and try again.
Also change the Show filter to All in case the business is archived.
I cannot see a business I just added or updated
Refresh the page and search again.
If the record still does not appear, check that it was saved successfully.
The list is not updating
Refresh the page and try again.
If the issue continues, check your connection and try reopening the page.
Sorting or paging is not working as expected
Refresh the page and try the action again.
If the same problem continues, note the exact steps and report them to support.
I see an error message
Read the message shown on the page and try again if appropriate.
If the issue continues, take a screenshot and contact support with the details.
FAQ
Q: What is this page used for?
A: It is used to view, search, filter, sort, and manage business records.
Q: Can I search by business name?
A: Yes. You can search by business name or business code.
Q: Can I filter the list?
A: Yes. You can usually filter by All, Active, or Archived.
Q: How do I open a business record?
A: Click Edit next to the business you want to open.
Q: How do I add a new business?
A: Click New Business to go to the business creation page.
Q: Why can I not find a business I expected to see?
A: Check your search text, clear or change the filter, and refresh the page.
Q: What should I do if the page shows an error?
A: Read the message, try again, and contact support if the problem continues.