Oojeema Pro Price List Job Aids - Revision history

Gelo at 05:14, 6 August 2021

2021-08-06T05:14:28Z

Gelo at 05:10, 6 August 2021

2021-08-06T05:10:10Z

Gelo: Created page with "{{DISPLAYTITLE:Price List Job Aids}} ==
2021-06-25T03:57:30Z

Created page with "{{DISPLAYTITLE:Price List Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":&quot..."

New page
{{DISPLAYTITLE:Price List Job Aids}}

==Price List Job Aids==
=====Managing Price List=====
======Adding Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|center|465x465px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_02.png]]
#Under Price List, Click Options then choose '''Add''' '''New Price List'''[[File:Pro Price List (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_03.png]]
#Fill up the necessary fields in the Header Part[[File:Pro Price List (Create) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_04.png]]
#Tick the following Items that need to modify its Price[[File:Pro Price List (Create) - Step 05.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_05.png]]
#Click Save[[File:Pro Price List (Create) - Step 06.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_06.png]]

======Viewing Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Price List (View) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_03.png]]
#User has an option to Edit the record or Exit the viewing of record[[File:Pro Price List (View) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_04.png]]

======Editing Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Price List (Edit) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_03.png]]
#Update the necessary fields[[File:Pro Price List (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_04.png]]
#Click Save

======Deleting Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Price List (Delete) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Delete)_-_Step_03.png]]
#Click Yes to Confirm the deletion process

[[File:Pro Price List (Delete) - Step 04.png|center|285x285px|link=https://docs.oojeema.com/File:Pro_Price_List_(Delete)_-_Step_04.png]]
======Tagging a Customer on a Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose '''Tag Customer'''[[File:Pro Price List (Tag Customer) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Tag_Customer)_-_Step_03.png]]

======Managing Master Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List Menu, Click Master List[[File:Pro Price List (Master List) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_03.png]]
#Update the necessary prices on its corresponding fields[[File:Pro Price List (Master List) - Step 04.png|center|876x876px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_04.png]]
#Click OK

======Exporting Price List======

#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
#Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]]

@@ Line 10: / Line 10: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|center|465x465px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_02.png]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|center|465x465px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_02.png]]
 #Under Price List, Click Options then choose '''Add''' '''New Price List'''[[File:Pro Price List (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_03.png]]
 #Fill up the necessary fields in the Header Part[[File:Pro Price List (Create) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_04.png]]
@@ Line 19: / Line 19: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Price List (View) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_03.png]]
 #User has an option to Edit the record or Exit the viewing of record[[File:Pro Price List (View) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_04.png]]
@@ Line 26: / Line 26: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Price List (Edit) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_03.png]]
 #Update the necessary fields[[File:Pro Price List (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_04.png]]
@@ Line 34: / Line 34: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Price List (Delete) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Delete)_-_Step_03.png]]
 #Click Yes to Confirm the deletion process
@@ Line 42: / Line 42: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose '''Tag Customer'''[[File:Pro Price List (Tag Customer) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Tag_Customer)_-_Step_03.png]]
@@ Line 48: / Line 48: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Click Master List[[File:Pro Price List (Master List) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_03.png]]
 #Update the necessary prices on its corresponding fields[[File:Pro Price List (Master List) - Step 04.png|center|876x876px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_04.png]]
@@ Line 56: / Line 56: @@
 #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
-#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
+#Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Price List Job Aids}}
 ==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Price List Job Aids</span>==
@@ Line 54: / Line 58: @@
 #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 #Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]]