Oojeema Pro Vendors Job Aids - Revision history

Gelo at 04:28, 2 August 2021

2021-08-02T04:28:36Z

Gelo at 05:09, 23 June 2021

2021-06-23T05:09:30Z

Gelo at 04:46, 23 June 2021

2021-06-23T04:46:04Z

Gelo: Created page with "== Vendors == ===== ..."

2021-06-23T03:20:22Z

Created page with "== Vendors == ===== ..."

New page

== Vendors ==

===== Managing Vendors =====

====== Adding New Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Vendors'''
# Under Vendors Menu, Click Options then choose '''Add Vendors'''
# Fill up the necessary fields
# Click Save 

====== Viewing Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Vendors'''
# Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View''' 

====== Editing Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Vendors Side Bar, Click '''Vendor'''
# Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
# Update the necessary fields
# Click Save

====== Deleting Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Vendors'''
# Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
# Click Yes to Confirm the deletion process

===== Exporting and Importing Vendors =====

====== Exporting Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Vendors'''
# Under Vendors Menu, Click Options then Click '''Export Vendors''' 
#* User has an option to change the display and change the account type for precise exporting of records

====== Importing Vendors ======

# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
# Under Maintenance Side Bar, Click '''Vendors'''
# Under Vendors Menu, Click Options then Click '''Import Vendors'''
# Download the template provided in the link on Step 1
# Fill-up the template
# Import the template then Click Save

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Vendors Job Aids}}
+{{DISPLAYTITLE:Vendors Job Aids}}<div style="text-align: center;">
+[[Pro Vendors|Vendors]] | [[Pro Purchase|Purchase]] | [[Pro Expense|Expense]] | [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
 ==<span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span>==
@@ Line 8: / Line 9: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
+#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
 #Under Vendors Menu, Click Options then choose '''Add New Vendors'''[[File:Pro Vendors (Create) - Step 03.png|center|950x950px]]<br />
 #Fill up the necessary fields[[File:Pro Vendors (Create) - Step 04.png|950x950px]]
@@ Line 16: / Line 17: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
+#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
 #Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
@@ Line 22: / Line 23: @@
 #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 Vendors Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
+#Under Vendors Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
 #Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 #Update the necessary fields[[File:Pro Vendors (Edit) - Step 04.png|center|950x950px]]<br />
@@ Line 30: / Line 31: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
+#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
 #Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 #Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
@@ Line 39: / Line 40: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
+#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
 #Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (Export) - Step 03.png|center|950x950px]]<br />
 #*User has an option to change the display and change the account type for precise exporting of records
@@ Line 46: / Line 47: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
+#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
 #Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]
 #Download the template provided in the link on Step 1[[File:Pro Vendors (Import) - Step 04.png|center|586x586px]]<br />
 #Fill-up the template[[File:Pro Vendors (Import) - Step 05.png|center|950x950px]]<br />
 #Import the template then Click Save[[File:Pro Vendors (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Import)%20-%20Step%2006.png|center|589x589px]]<br />

@@ Line 24: / Line 24: @@
 #Under Vendors Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
 #Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
-#Update the necessary fields
+#Update the necessary fields[[File:Pro Vendors (Edit) - Step 04.png|center|950x950px]]<br />
 #Click Save
@@ Line 32: / Line 32: @@
 #Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
 #Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
-#Click Yes to Confirm the deletion process
+#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
 =====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
@@ Line 42: / Line 42: @@
 #Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (Export) - Step 03.png|center|950x950px]]<br />
 #*User has an option to change the display and change the account type for precise exporting of records
 ======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
@@ Line 48: / Line 47: @@
 #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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
-#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]<br />
+#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]
-#Download the template provided in the link on Step 1
+#Download the template provided in the link on Step 1[[File:Pro Vendors (Import) - Step 04.png|center|586x586px]]<br />
-#Fill-up the template
+#Fill-up the template[[File:Pro Vendors (Import) - Step 05.png|center|950x950px]]<br />
-#Import the template then Click Save
+#Import the template then Click Save[[File:Pro Vendors (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Import)%20-%20Step%2006.png|center|589x589px]]<br />

@@ Line 1: / Line 1: @@
-== <span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span> ==
+{{DISPLAYTITLE:Vendors Job Aids}}
-===== <span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s =====
+==<span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span>==
-====== <span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span> ======
+=====<span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s=====
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span>======
-====== <span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span> ======
+#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]]
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span>======
-====== <span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span> ======
+#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]]
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span>======
-====== <span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span> ======
+#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]]
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span>======
-===== <span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span> =====
+#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]]
-====== <span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span> ======
+=====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span>======
-====== <span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span> ======
+#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]]
-# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
 # Under Maintenance Side Bar, Click '''Vendors'''
-# Under Vendors Menu, Click Options then Click '''Import Vendors'''
+#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]]
-# Download the template provided in the link on Step 1
+#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
-# Fill-up the template
+#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]<br />
-# Import the template then Click Save
+#Download the template provided in the link on Step 1