Agent Function - Create Scenarios

Scenario 1: Create Agent

Details

Step 1

From the Tree Menu, search for the Agent function, and then click once on it.

Step 2

By default, system will display the screen with unfiltered data.

Note:

  • All the available Agent records will be listed.

  • User needs to either go through the entire list or to narrow down the list using the Agent Type, Agent Code or Agent Name search criteria field.

Step 3

Proceed to click once on the CreateNewRecord button.

Step 4

System will display the Agent Details panel.

Step 5

Proceed to input value into the fields, and click once on the Save button to save all data. Upon confirmation on data saving, system will proceed to capture and save data inputted.

Note: To discard all changes made, click once on the Cancel button.