Price List - Revision history

Gelo at 03:06, 26 April 2022

2022-04-26T03:06:10Z

Gelo at 07:01, 12 April 2022

2022-04-12T07:01:52Z

Show changes

Gelo: Changed categories.

2022-04-07T03:33:39Z

Changed categories.

Gelo at 04:47, 24 March 2022

2022-03-24T04:47:18Z

Gelo at 05:22, 17 March 2022

2022-03-17T05:22:09Z

Gelo at 07:03, 2 March 2022

2022-03-02T07:03:53Z

Gelo at 05:55, 7 February 2022

2022-02-07T05:55:55Z

Gelo at 05:06, 17 December 2021

2021-12-17T05:06:55Z

Gelo at 05:06, 17 December 2021

2021-12-17T05:06:28Z

Show changes

Gelo at 04:25, 17 December 2021

2021-12-17T04:25:30Z

@@ Line 6: / Line 6: @@
 =====Requirements before using Price List=====
-*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Pricelist|Price List]]
+*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Price List]]
 *#[[Customer]]
 *#[[Item Class]]

← Older revision		Revision as of 03:33, 7 April 2022
Line 385:		Line 385:
	\|[[Import Purchase Order]]<nowiki> \| </nowiki>[[Purchase Order]]<nowiki> \| </nowiki>[[Purchase Receipt]]		\|[[Import Purchase Order]]<nowiki> \| </nowiki>[[Purchase Order]]<nowiki> \| </nowiki>[[Purchase Receipt]]
	\|}		\|}
		+	[[Category:Maintenance]]

@@ Line 39: / Line 39: @@
 #Go to Maintenance then click [[Price List]]
-#Click Add '''Price List''' Button
+#Under Price List Screen, Click Add '''Price List'''
-#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
+#Fill out the necessary fields the click Save. Note: Fields with * are require fields
 [[File:Maintenance - Price List - Add.png|border|center|1500x1500px]]
@@ Line 95: / Line 95: @@
 #Go to Maintenance then click [[Price List]]
-#Select the Price List that needs an update. Click the drop-down arrow then click '''Edit'''
+#Select the Price List that needs to update its details. Click the drop-down arrow then click '''Edit'''
 #Update the necessary Fields and Click '''Save'''
@@ Line 178: / Line 178: @@
 #Go to Maintenance then click [[Price List]]
-#Select the Price List that needs to be tagged to Customers. Click the Drop-down arrow and select '''Tag Customers.'''
+#Select the Price List that needs to be tagged its Customers. Click the Drop-down arrow and click '''Tag Customers.'''
-#Tick the customer/s that need to be tag then Click '''Save''' to finish the Tagging Process
+#Tick the customer/s that need to tag on this Template then Click '''Save. Note: Ticking the Customer Code will tick all the customers in the list.'''
 [[File:Maintenance - Price List - Tag Customer.png|border|center|1500x1500px]]
@@ Line 194: / Line 194: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Price List Screen such as
 [[File:Maintenance - Price List - Import.png|border|center|1870x1870px]]
@@ Line 324: / Line 321: @@
 #Go to Maintenance then click [[Price List]]
-#Click '''Master Price List'''
+#Under Price List Screen, Click '''Master Price List'''
-#Select an Item Code in the List that needs an update then Click the Edit button on the pen like button on right corner
+#Under Master List Screen, In selling price tab, click the Pen shape button in order to edit its selling price.
-#Update the Selling Price then Click '''Save'''
+#Click the Save Icon to update its Selling Price.
 [[File:Maintenance - Price List - Master Price List - Edit.png|border|center|1684x1684px]]
@@ Line 341: / Line 338: @@
 *When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
 <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: auto; 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;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; 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;&quot;}"

← Older revision		Revision as of 05:22, 17 March 2022
Line 84:		Line 84:
	**The Item status should be '''ACTIVE''' in order for its price to be adjusted.		**The Item status should be '''ACTIVE''' in order for its price to be adjusted.

		+	=====Viewing Price List=====
		+
		+	#Go to Maintenance then click [[Price List]]
		+	#Select a Price List record that needs to view its details. Click the drop-down arrow then click View.
		+	#The user has an option to edit the Price List Record upon viewing it
		+
		+	[[File:Maintenance - Price List - View.png\|border\|center\|3341x3341px]]
		+	<br />
	=====Editing Price List=====		=====Editing Price List=====

← Older revision		Revision as of 07:03, 2 March 2022
Line 14:		Line 14:

	=====Price List Record=====		=====Price List Record=====
−	[[File:Maintenance - Price List - Record List~~.png\|link=https://docs.oojeema.com/File:Maintenance%20-%20Price%20List%20-%20Record%20List~~.png\|border\|center\|1500x1500px]]	+	[[File:Maintenance - Price List - Record List.png\|border\|center\|1500x1500px]]

@@ Line 14: / Line 14: @@
 =====Price List Record=====
-[[File:Price List Record.png|center|thumb|Price List Record]]Notes:
+[[File:Maintenance - Price List - Record List.png|link=https://docs.oojeema.com/File:Maintenance%20-%20Price%20List%20-%20Record%20List.png|border|center|1500x1500px]]
 *Price List Record provides a set of prices on items depending on the tagged [[Customer]] on it.
@@ Line 37: / Line 40: @@
 #Go to Maintenance then click [[Price List]]
 #Click Add '''Price List''' Button
-#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''<br />
+#Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save.'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 85: / Line 90: @@
 #Update the necessary Fields and Click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 123: / Line 130: @@
 **The Item status should be '''ACTIVE''' in order for its price to be adjusted.
 =====Tagging Customers in the Price List=====
@@ Line 129: / Line 173: @@
 #Tick the customer/s that need to be tag then Click '''Save''' to finish the Tagging Process
 =====Importing and Exporting Price List=====
 . Under Chart of Account Screen, Click Options
@@ Line 135: / Line 181: @@
 *When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 *When Importing the records, the user should follow the following steps provided in the Importing Price List Screen such as
 **Downloading the template link provided under Step 1.
@@ Line 140: / Line 190: @@
 **Uploading the updated Template
 {| 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: auto; 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;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Price List Import Details
@@ Line 230: / Line 282: @@
 <br />
 =====Price Master List Record=====
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 266: / Line 320: @@
 #Update the Selling Price then Click '''Save'''
 =====Importing and Exporting Master Price List=====
@@ Line 272: / Line 328: @@
 #Under Options, The user may Export or Import The Record
 #*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
 {| 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: auto; 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;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; 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;&quot;}"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Master Price List Import Details

@@ Line 123: / Line 123: @@
 **The Item status should be '''ACTIVE''' in order for its price to be adjusted.
-===== Tagging Customers in the Price List =====
+=====Tagging Customers in the Price List=====
-# Go to Maintenance then click [[Price List]]
+#Go to Maintenance then click [[Price List]]
-# Select the Price List that needs to be tagged to Customers. Click the Drop-down arrow and select '''Tag Customers.'''
+#Select the Price List that needs to be tagged to Customers. Click the Drop-down arrow and select '''Tag Customers.'''
-# Tick the customer/s that need to be tag then Click '''Save''' to finish the Tagging Process
+#Tick the customer/s that need to be tag then Click '''Save''' to finish the Tagging Process
 =====Importing and Exporting Price List=====
@@ Line 140: / Line 140: @@
 **Uploading the updated Template
 {| 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: auto; 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;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Price List Import Details
@@ Line 224: / Line 223: @@
 *The Customer status should be '''ACTIVE''' when tagging it to the Price List.
 **When using the [[Customer]] on a transaction. The tagged pricelist to it will be used as default.
-* Activating/Deactivating and Deleting of Records can be done in two ways.
+*Activating/Deactivating and Deleting of Records can be done in two ways.
-** For single records, the user may use the drop down arrow then the action that need to perform.
+**For single records, the user may use the drop down arrow then the action that need to perform.
-** For multiple records, the user may tick the records then click the action button that need to perform
+**For multiple records, the user may tick the records then click the action button that need to perform
-*** Click the Yes in the confirmation to proceed on the action taken.
+***Click the Yes in the confirmation to proceed on the action taken.
 <br />
-=====Price Master List Record =====
+=====Price Master List Record=====
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 260: / Line 259: @@
 *If there are no amount placed in the Master Price List, the default price will be zero.
-*For detailed instructions on how to Set Selling Price on Master Price List, the user may visit Price list Job Aids which can be found [[Price List Aids|here]]
+=====Editing Master Price List Selling Price=====
-# Go to Maintenance then click [[Price List]]
+#Go to Maintenance then click [[Price List]]
-# Click '''Master Price List'''
+#Click '''Master Price List'''
-# Select an Item Code in the List that needs an update then Click the Edit button on the pen like button on right corner
+#Select an Item Code in the List that needs an update then Click the Edit button on the pen like button on right corner
-# Update the Selling Price then Click '''Save'''
+#Update the Selling Price then Click '''Save'''
 =====Importing and Exporting Master Price List=====
-# Under Price List, Click Master Price List
+#Under Price List, Click Master Price List
-# Under Master Price List, Click Options
+#Under Master Price List, Click Options
-# Under Options, The user may Export or Import The Record
+#Under Options, The user may Export or Import The Record
-#* When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
+#*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
-#* When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
+#*When Importing the records, the user should follow the following steps provided in the Importing Chart of Account Screen such as
-#** Downloading the template link provided under Step 1.
+#**Downloading the template link provided under Step 1.
-#** Filling up the information needed for each columns of the template
+#**Filling up the information needed for each columns of the template
-#** Uploading the updated Template
+#**Uploading the updated Template
 {| 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: auto; 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;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; 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;&quot;}"

@@ Line 12: / Line 12: @@
 *#[[Item Type]]
 *#[[Unit of Measure]]
 =====Price List Record=====
@@ Line 26: / Line 20: @@
 *Prices of Items will be shown when the user is using the following modules
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |Sales Module
@@ Line 42: / Line 36: @@
 [[File:Add Price List.png|center|thumb|1000x1000px|Adding Price List]]
 <br />
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
@@ Line 85: / Line 79: @@
 =====Editing Price List=====
 [[File:Edit Price List.png|center|thumb|1000x1000px|Editing Price List]]
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
@@ Line 162: / Line 156: @@
 [[File:Price Master List.png|center|thumb|1000x1000px|Price Master List]]
 <br />
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 !Field
 !Description
@@ Line 204: / Line 198: @@
 <br />
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''