Oojeema Pro Purchase Job Aids - Revision history

Gelo at 03:55, 2 August 2021

2021-08-02T03:55:01Z

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Gelo at 07:09, 19 July 2021

2021-07-19T07:09:23Z

Gelo at 04:58, 18 June 2021

2021-06-18T04:58:26Z

Gelo at 04:40, 18 June 2021

2021-06-18T04:40:03Z

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Gelo: Created page with "== Purchase Module Job Aids == ===== Managing Purchase No. ===== ====== Creating Purchase Transaction ====== # Under Main Menu, Click '''Purchase''' # Under Purchase Menu,..."

2021-06-18T03:13:07Z

Created page with "== Purchase Module Job Aids == ===== Managing Purchase No. ===== ====== Creating Purchase Transaction ====== # Under Main Menu, Click '''Purchase''' # Under Purchase Menu,..."

New page

== Purchase Module Job Aids ==

===== Managing Purchase No. =====

====== Creating Purchase Transaction ======

# Under Main Menu, Click '''Purchase'''
# Under Purchase Menu, Click '''Create New Purchase'''
# Fill up the necessary fields on the Header Part
#* Take Note that the Vendor field is required for this transaction
#* User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose '''Add New Vendor'''
# Fill up the Item Field
#* Make sure to fill up the required fields in order to create an Item record
#** Take Note that it requires at least one item in order for the transaction to proceed
#** User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
#* User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
# Click Save
#* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice 
#** Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
#** Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
#** Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
#** Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu

====== Viewing Purchase Transaction ======

# Under Main Menu, '''Click Purchase'''
# Under Purchase Menu, Select a Purchase Transaction that needs to view its Details, click the drop-down button then choose '''View'''
# Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction

====== Editing Purchase Transaction ======

# Under Main Menu, '''Click Purchase'''
# Under Purchase Menu, Select a Purchase Transaction that needs to update its Details, click the drop-down button then choose '''Edit'''
# Update the necessary fields
# Click Save
#* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
#** Save - the system will save the Invoice and will redirect the user to Sales Module Menu
#** Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
#** Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
#** Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu

====== Printing Purchase Transaction ======

# Under Main Menu, Click '''Purchase'''
# Under Purchase Menu, Select a Purchase Transaction that needs to print its Details, click the drop-down button then choose '''Print'''

====== Issuing Payment on Purchase Transaction ======

# Under Main Menu, Click '''Purchase'''
# Under Purchase Menu, Select a Purchase Transaction that needs to issue its payments, click the drop-down button then choose '''Issue Payment'''
# Under Issue Payment Menu, fill up the necessary fields and click Save

====== Cancelling Purchase Transaction ======

# Under Main Menu, Click Purchase
# Under Purchase Menu, Select a Purchase Transaction that needs to cancel, click the drop-down button then choose '''Cancel'''
# Click Yes to proceed in cancelling the Purchase Transaction

===== Managing Imports and Exports of Purchase =====

====== Exporting Purchases ======

# Under Main Menu, Click Purchase
# Under Purchase Menu, Click Options then choose '''Export Invoice'''
#* Take note that the user has an option to use the record filters for precise exporting of records

====== Importing Purchases ======

# Under Main Menu, Click Purchase
# Under Sales Menu, Click Options then choose '''Import Purchase'''
# Download the Template in the Link provided
# Fill out the Template
# Attach the Template then Click '''Import.'''

===== Issuing Payments on Purchase Module =====

# Under Main Menu, Click '''Purchase'''
# Under Purchase Menu, Click Issue Payments
# Fill up the necessary fields and choose the Invoices that needs to be paid
# Click Save

← Older revision		Revision as of 07:09, 19 July 2021
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		+	<div style="text-align: center;">
		+	[[Pro Purchase\|Purchase]] \| [[Pro Purchase Order\|Purchase Order]] \| [[Pro Issue Payment\|Issue Payment]] \| [[Oojeema Pro Purchase Job Aids\|Purchase Job Aids]]
		+	</div><br />
	==Purchase Module Job Aids==		==Purchase Module Job Aids==

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	<br />		<br />
		+	{\| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
		+	\|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" \|Categories:
		+	! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" \|'''Modules'''
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Purchase
		+	\| style="" \|[[Pro Purchase\|Purchase]]<nowiki> \| </nowiki>[[Pro Purchase Order\|Purchase Order]]<nowiki> \| </nowiki>[[Pro Issue Payment\|Issue Payment]]
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Maintenance
		+	\| style="" \|[[Pro Vendors\|Vendors]]<nowiki> \| </nowiki>[[Pro Items\|Items]]<nowiki> \| </nowiki>[[Pro Tax\|Tax]]
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Reports
		+	\| style="" \|[[Pro Purchase Journal\|Purchase Journal]]<nowiki> \| </nowiki>[[Pro Purchase Relief\|Purchase Relief]]
		+	\|- style="box-sizing: inherit;"
		+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Job Aid Modules'''
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Purchase Aids
		+	\| style="" \|[[Oojeema Pro Purchase Job Aids\|Purchase Job Aids]]
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Maintenance Aids
		+	\| style="" \|<span style="box-sizing: inherit;">[[Oojeema Pro Vendors Job Aids\|Vendors Job Aids]]</span><nowiki> \| </nowiki>[[Oojeema Pro Items Job Aids\|Items Job Aids]]<nowiki> \| </nowiki>[[Oojeema Pro Tax Job Aids\|Tax Job Aids]]
		+	\|- style="box-sizing: inherit;"
		+	\| style="" \|Reports Aids
		+	\| style="" \|[[Pro Purchase Journal Job Aids\|Purchase Journal Job Aids]]<nowiki> \| </nowiki>[[Pro Purchase Relief Job Aids\|Purchase Relief Job Aids]]
		+	\|}<br />

@@ Line 64: / Line 64: @@
 #<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click '''Purchase'''</span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span style="color: rgb(51, 51, 51)">Under Purchase Menu, Click Options then choose</span> '''Export Invoice'''
+#<span style="color: rgb(51, 51, 51)">Under Purchase Menu, Click Options then choose</span> '''Export Purchase'''[[File:Pro Purchase Module (Export Purchase) - Step 02.png|center|772x772px]]
-#<br />
+#*<span style="color: rgb(51, 51, 51)">Take note that the user has an option to use the record filters for precise exporting of records</span>[[File:Pro Purchase Module (Export Purchase) - Step 02.1.png|center|600x600px]]<br />
 ======Importing Purchases======
 #<span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''Purchase'''</span></span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
-#<span style="color: rgb(51, 51, 51)">Under Sales Menu, Click Options then choose</span> '''Import Purchase'''
+#<span style="color: rgb(51, 51, 51)">Under Sales Menu, Click Options then choose</span> '''Import Purchase'''[[File:Pro Purchase Module (Import Purchase) - Step 02.png|center|772x772px]]<br />
-#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>
+#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>[[File:Pro Purchase Module (Import Purchase) - Step 03.png|center|579x579px]]<br />
-#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>
+#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>[[File:Pro Purchase Module (Import Purchase) - Step 04.png|center|950x950px]]<br />
-#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''
+#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''[[File:Pro Purchase Module (Import Purchase) - Step 05.png|center|586x586px]]<br />
 =====Issuing Payments on Purchase Module=====