Breadcrumbs

Source IDs

1. Source IDs

1.1 Dashboard

The user can view their defined source id in the system by navigating to the ‘Source IDs’ screen in the Master Data from the left navigation panel as follows:

image-20250803-090139.png
Figure 1- Source IDs Dashboard

  • New Source IDs: the user can add a new source id by clicking New Source ID button.

  • Export: the user can export the list as an Excel file by selecting export button.

  • Import: the user can upload the list as an Excel file by selecting import button.

  • Download template: the user can click on ‘Download Template’ to download a certain detail from the dashboard.

  • Filters: the user can search for the id by the name, code ………etc.

  • Rows Per Page: the user can select the number of items to show on each page.

  • 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 source id clicking on Edit from Actions by navigating to the ‘Source IDs’ screen via the Master Data.

image-20250423-125946.png
Figure 2- Edit Information Action
image-20250423-130132.png
Figure 3- Edit Information
1.1.2 Delete Source ID

The user can delete the information of an existing source id clicking on Delete from Actions by navigating to the ‘Source IDs’ screen via the Master Data.

image-20250423-130204.png
Figure 4- Delete Source ID

1.2 Add New Source ID

The user can create a new source id by clicking on New Source ID by navigating to the ‘Source IDs’ screen via the Master Data.

image-20250803-090232.png
Figure 5- Add New Source IDs

  • Code: this field represents the source id alphanumeric value.

  • Name: this field represents the source id name.

  • Description: this field represents a detailed description of the source id.

  • Source ID Name (English): this field represents the source id name in english.

  • Source ID Name (Arabic): this field represents the source id name in arabic.

By clicking on Add, the source id will be added successfully.