Ruel: Created page with "== Adding New Item ==
336x336px To add an Item:..."

2020-12-18T08:49:03Z

Created page with "== Adding New Item == center|thumb|336x336px To add an Item:..."

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== Adding New Item ==
 
[[File:Oojeema Pro - Add New Item Process Flow.png|center|thumb|336x336px]]
To add an Item:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Items”. The Manage Items page will be displayed.
# Click “Options” button, then select “Add New Item”. 
# Add New Item form will be displayed. Fill it out:
## Item Group – for item group ''(goods, services)'' selection
## Item Code – accepts alphanumeric, max of 15 characters
## Item Name – accepts alphanumeric, special character, max of 100 characters
## Item Description – accepts alphanumeric, special character, max of 200 characters 
## Selling Price (Net) – accepts numeric entry, max of 10 characters
## Debit Account – for selection of item’s default Sales Debit Account. Dropdown list of active Account Name with Account Class: Accounts Receivable from Chart of Accounts Data Maintenance
## Credit Account – for selection of item’s default Sales Credit Account. Dropdown list of active Account Name with Account Class: Revenue from Chart of Accounts Data Maintenance
## Purchase Price (Gross) – accepts numeric entry, max of 10 characters
## Debit Account – for selection of item’s default Purchase Debit Account. Dropdown list of active Account Name with Account Class: Cash, Cost of Sales, Current Assets, Current Liabilities, Income Tax, Inventory, Non-Current Assets, Non-Current Liabilities and Operating Expense from Chart of Accounts Data Maintenance
## Credit Account – for selection of item’s default Purchase Credit Account. Dropdown list of active Account Name with Account Class: Accounts Payable and Cash from Chart of Accounts Data Maintenance
## Revenue Type – for revenue type (''Sales Tax Type'') selection ''(displays “none” by default)''.
## Expense Type - for revenue type (''Purchase Tax Type'') selection ''(displays “none” by default)''
# After filling-out the form, click “Save” button to store new account details. Otherwise, click “Exit”, to discard entries and exit the form.

== Importing Items ==
 
[[File:Oojeema Pro - Import Items.png|center|thumb|387x387px]]
To add new Items by batch:

# Click on the Gear icon in the system header. Select "Maintenance", then select “Items”. The Item list will be displayed.
# Click “Options” button, then select “Import Items”. Import Items pop-up window will be displayed.
# Download the sample template by clicking the “here” link, and open the downloaded file.
# On the downloaded template, fill-out the information needed for each columns of the template: 
#* Sample filled-out Import Item template[[File:Oojeema Pro - Import Items CSV.png|center|thumb|650x650px]] 
# After filling out the form, save it on your computer and upload it back to the system, then back to the Import Items pop-up window, click “Import”. Imported items will be displayed in the Item list.

== Viewing, Editing, Deleting an Item ==
User can view, edit, delete accounts by clicking the corresponding function’s link in the Items list-specific account dropdown menu list.
[[File:Oojeema Pro - Manage Items.png|center|thumb|520x520px]]

== Exporting Items ==
<span style="font-size:12.0pt;line-height:115%;
font-family:"Calibri","sans-serif";mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
"Times New Roman";mso-fareast-theme-font:minor-fareast;mso-hansi-theme-font:
minor-latin;mso-bidi-font-family:"Times New Roman";mso-bidi-theme-font:minor-bidi;
mso-ansi-language:EN-PH;mso-fareast-language:EN-PH;mso-bidi-language:AR-SA">User can export the chart of accounts by clicking “Options” button, then click “Export Items”. 
[[File:Oojeema Pro - Export Items.png|center|thumb|480x480px]]
[[File:Oojeema Pro - Export Items CSV.png|center|thumb|650x650px]]

Items - Revision history

Ruel: Created page with "== Adding New Item == 336x336px To add an Item:..."

Ruel: Created page with "== Adding New Item ==
336x336px To add an Item:..."