Oojeema Pro Sales Job Aids - Revision history

Gelo at 05:33, 6 August 2021

2021-08-06T05:33:04Z

Gelo at 04:39, 6 August 2021

2021-08-06T04:39:00Z

Gelo at 05:00, 19 July 2021

2021-07-19T05:00:10Z

Gelo at 07:07, 17 June 2021

2021-06-17T07:07:50Z

Gelo at 06:52, 17 June 2021

2021-06-17T06:52:47Z

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Gelo at 05:32, 17 June 2021

2021-06-17T05:32:36Z

Gelo at 05:13, 17 June 2021

2021-06-17T05:13:27Z

Gelo at 04:27, 17 June 2021

2021-06-17T04:27:31Z

Gelo: Created page with "== Sales Module Job Aids == ===== Managing Sales Invoice ===== ====== Creating Sales Invoice ====== ====== Viewing Sales Invoice ====== ====== Editing Sales Invoice ======..."

2021-06-17T04:13:20Z

Created page with "== Sales Module Job Aids == ===== Managing Sales Invoice ===== ====== Creating Sales Invoice ====== ====== Viewing Sales Invoice ====== ====== Editing Sales Invoice ======..."

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== Sales Module Job Aids ==

===== Managing Sales Invoice =====

====== Creating Sales Invoice ======

====== Viewing Sales Invoice ======

====== Editing Sales Invoice ======

====== Receiving Payments on Sales Invoice ======

====== Cancelling Sales Invoice ======

===== Managing Service Invoice =====

====== Creating Service Invoice ======

====== Viewing Service Invoice ======

====== Editing Service Invoice ======

====== Receiving Payments on Sales Invoice ======

====== Cancelling Sales Invoice ======

===== Managing Imports and Exports of Sales =====

====== Exporting Invoices ======

====== Importing Sales ======

===== Receiving Payments on Sales Module =====
<br />

@@ Line 177: / Line 177: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance Aids
-| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
+| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]
 |- style="box-sizing: inherit;"
 | style="" |Reports Aids

@@ Line 1: / Line 1: @@
-<br />
+<div style="text-align: center;">
 ==Sales Module Job Aids==
-===== <span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span></span></span> =====
+=====<span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span></span></span>=====
-* The user should setup the following Maintenance Module in order to proceed on using the Sales Module
+*The user should setup the following Maintenance Module in order to proceed on using the Sales Module
-*# [[Pro Customer|Customer]]
+*#[[Pro Customer|Customer]]
-*# [[Pro Items|Items]]
+*#[[Pro Items|Items]]
-*# [[Pro Price List|Price List]]
+*#[[Pro Price List|Price List]]
-*# [[Pro Tax|Tax]]
+*#[[Pro Tax|Tax]]
-* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
+*For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
-*# [[Oojeema Pro Customers Job Aids|Customers Job Aids]]
+*#[[Oojeema Pro Customers Job Aids|Customers Job Aids]]
-*# [[Oojeema Pro Items Job Aids|Items Job Aids]]
+*#[[Oojeema Pro Items Job Aids|Items Job Aids]]
-*# [[Oojeema Pro Price List Job Aids|Price List Job Aids]]
+*#[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
-*# [[Oojeema Pro Tax Job Aids|Tax Aids]]
+*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
 <br />
@@ Line 157: / Line 159: @@
 {| 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: &quot;Open Sans&quot;, 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;"
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 |- style="box-sizing: inherit;"
 | style="" |Sales
-| style="" |[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
+| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
 | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> |</nowiki>[[Pro Tax|Tax]]
-|- style="box-sizing: inherit;"
+|-
-| style="" |Reports
+|Reports
-| style="" |[[Pro Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
+|[[Pro Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
@@ Line 179: / Line 182: @@
 | style="" |[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
 |}
 <br />

@@ Line 1: / Line 1: @@
 ==Sales Module Job Aids==
 =====Managing Sales Invoice=====
@@ Line 136: / Line 151: @@
 =====Receiving Payments on Sales Module=====
-# Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
+#Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
-# Under Sales Menu, Click '''Receive Payment'''[[File:Pro Sales Module (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Receive%20Payments)%20-%20Step%2002.png|center|778x778px]]
+#Under Sales Menu, Click '''Receive Payment'''[[File:Pro Sales Module (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Receive%20Payments)%20-%20Step%2002.png|center|778x778px]]
-# Fill up the necessary fields and choose the Invoices that needs to be paid.[[File:Pro Sales Module (Receive Payments) - Step 03.png|center|886x886px]]<br />
+#Fill up the necessary fields and choose the Invoices that needs to be paid.[[File:Pro Sales Module (Receive Payments) - Step 03.png|center|886x886px]]
-# Click Save
+#Click Save
 <br />

@@ Line 120: / Line 120: @@
 ======Exporting Invoices======
-# Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
+#Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
-# Under Sales Menu, Click Options then choose '''Export Invoice'''[[File:Pro Sales Module (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Export)%20-%20Step%2002.png|center]]
+#Under Sales Menu, Click Options then choose '''Export Invoice'''[[File:Pro Sales Module (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Export)%20-%20Step%2002.png|center]]
-#* Take note that the user has an option to use the record filters for precise exporting of records[[File:Pro Sales Module (Export) - Step 02.1.png|center|600x600px]]
+#*Take note that the user has an option to use the record filters for precise exporting of records[[File:Pro Sales Module (Export) - Step 02.1.png|center|600x600px]]
 <br />
 ======Importing Sales======
 # Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]]
-# Under Sales Menu, Click Options then choose '''Import Sales'''
+# Under Sales Menu, Click '''Receive Payment'''[[File:Pro Sales Module (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Receive%20Payments)%20-%20Step%2002.png|center|778x778px]]
 <br />

@@ Line 26: / Line 26: @@
 ======Viewing Sales Invoice======
-# Under Main Menu, Click Sales
+#Under Main Menu, Click Sales
-# Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
+#Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose '''View'''
-#* Sales Invoice Reference No always starts with "SI"
+#*Sales Invoice Reference No always starts with "SI"
-# Under view Invoice, the user has an option to exit the view or edit the Invoice.
+#Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
 ======Editing Sales Invoice======
-# Under Main Menu, Click Sales
+#Under Main Menu, Click Sales
-# Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
+#Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose '''Edit'''
-#* Sales Invoice Reference No always starts with "SI"
+#*Sales Invoice Reference No always starts with "SI"
-# Update the necessary fields
+#Update the necessary fields
-# Click Save
+#Click Save
-#* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
+#*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
@@ Line 46: / Line 46: @@
 ======Receiving Payments on Sales Invoice======
 ======Cancelling Sales Invoice======
 =====Managing Service Invoice=====
@@ Line 73: / Line 85: @@
 ======Viewing Service Invoice======
-# Under Main Menu, Click Sales
+#Under Main Menu, Click Sales
-# Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
+#Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
-#* Service Invoice Reference No always starts with "SR"
+#*Service Invoice Reference No always starts with "SR"
-# Under view Invoice, the user has an option to exit the view or edit the Invoice.
+#Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction<br />
 <br />
 ======Editing Service Invoice======
-# Under Main Menu, Click Sales
+#Under Main Menu, Click Sales
-# Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
+#Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose '''Edit'''
-#* Service Invoice Reference No always starts with "SR"
+#*Service Invoice Reference No always starts with "SR"
-# Update the necessary fields
+#Update the necessary fields
-# Click Save
+#Click Save
-#* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
+#*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
@@ Line 92: / Line 104: @@
 #**Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
 ======Receiving Payments on Service Invoice======
 ======Cancelling Sales Invoice======
 <br />
 =====Managing Imports and Exports of Sales=====

@@ Line 5: / Line 5: @@
 ======Creating Sales Invoice======
-# Under Main Menu, Click '''Sales'''
+#Under Main Menu, Click '''Sales'''
-# Under Sales Menu, Click Create New Invoice then choose Sales Invoice
+#Under Sales Menu, Click Create New Invoice then choose Sales Invoice
-# Fill up the necessary fields on the Header Part
+#Fill up the necessary fields on the Header Part
-#* Take Note that the Customer field is required for this transaction
+#*Take Note that the Customer field is required for this transaction
-#* User can add a Customer under Customer field by clicking the Drop-down arrow then choose '''Add New Customer'''
+#*User can add a Customer under Customer field by clicking the Drop-down arrow then choose '''Add New Customer'''
-#** . Make sure to fill up the required fields in order to create a Customer record
+#**. Make sure to fill up the required fields in order to create a Customer record
-# Fill up the Item Field
+#Fill up the Item Field
-#* Take Note that it requires at least one item in order for the transaction to proceed
+#*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 can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
-#** Make sure to fill up the required fields in order to create an Item record
+#**Make sure to fill up the required fields in order to create an Item record
-#* User can apply Discount by clicking the Discount field
+#*User can apply Discount by clicking the Discount field
-#** Fill up the necessary fields under Discount Menu
+#**Fill up the necessary fields under Discount Menu
-# Click Save
+#Click Save
-#*
+#*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
 ======Viewing Sales Invoice======
 ======Editing Sales Invoice======
 ======Receiving Payments on Sales Invoice======
@@ Line 32: / Line 51: @@
 ======Creating Service Invoice======
 ======Viewing Service Invoice======
 ======Editing Service Invoice======
-======Receiving Payments on Sales Invoice======
+# Under Main Menu, Click Sales
 ======Cancelling Sales Invoice======
+<br />
 =====Managing Imports and Exports of Sales=====