Pro Customer - Revision history

Gelo at 04:23, 2 August 2021

2021-08-02T04:23:12Z

Gelo at 03:52, 2 August 2021

2021-08-02T03:52:11Z

Gelo at 03:59, 25 May 2021

2021-05-25T03:59:10Z

Gelo: Created page with "{{DISPLAYTITLE:Customer}} == Customer == This maintenance screen allows users to configure and add customers that will be used on transac..."

2021-05-24T07:03:09Z

Created page with "{{DISPLAYTITLE:Customer}} == Customer == This maintenance screen allows users to configure and add customers that will be used on transac..."

New page

{{DISPLAYTITLE:Customer}}

== Customer ==
This maintenance screen allows users to configure and add customers that will be used on transactions.

===== Customer Record List =====
[[File:Pro Customer.png|center|thumb|872x872px|Customer Record List]]
 
{| class="wikitable"
|+Customer Record List
!Field
!Description
!Expected Output
|-
|1. Options Menu
|List of Options available when checking the Customer
|Add Account
Import Account

Export Account
|-
|2. Search Bar
|Allows the user to search for an Account Record
|Alphanumeric
|-
|3. Display
|Allows the user to filter the number of records to viewed on one page
|10/15/20/50/100
|-
|4. Customer Record List
|List of Records of the Customer based from their Customer Code, Customer Name, Email and TIN
|Customer List from Customer Maintenance Module
|}

===== Customers Options List =====
[[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]]
 

===== Customer Record Menu List =====
[[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]

===== Customer Add Record =====
[[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]]
 
{| class="wikitable"
|+Customer Add Menu List
!Field
!Description
!Expected Output
|-
|1.Customer Code
|Unique reference code of the Customer
|Alphanumeric
|-
|2.Customer Name
|Name of the Customer
|Text
|-
|3.Email
|Email of the Customer
|Alphanumeric
|-
|4.Address
|Address of the Customer
|Alphanumeric
|-
|5.City/Province
|City/Province base on the Address of the customer
|Text
|-
|6.Business Type
|Type of Business of the Customer
|Individual/Corporation
|-
|7.TIN
|Tax Identification Number of the Customer
|Numeric
|-
|8.Payment Terms
|List of remaining days when the customer is paying a specific Transaction
|Numeric
|-
|9.Contact Number
|Contact Number of the Customer
|Numeric
|}

===== Customer Record View =====
[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]

@@ Line 7: / Line 7: @@
 Notes:
-Customer Records will be used and reflected on the following modules:
+* Customer Records will be used and reflected on the following modules:
+**[[Pro Sales|Sales Module]]
-* [[Pro Sales|Sales Module]]
+**[[Pro Sales Journal]]
-* [[Pro Sales Journal]]
+**[[Pro Sales Relief]]
 =====Customer Record List=====
@@ Line 46: / Line 45: @@
 <br />Notes:
-* For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
+*For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
 =====Customer Record Menu List=====
 [[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]Notes:
-* For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
+*For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
 =====Customer Add Record=====

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Customer}}
+{{DISPLAYTITLE:Customer}}<div style="text-align: center;">
+[[Pro Customer|Customer]] | [[Pro Sales|Sales]] | [[Oojeema Pro Customers Job Aids|Customers Job Aids]]
 ==Customer==
 <span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add customers that will be used on transactions.</span>
 =====Customer Record List=====
@@ Line 35: / Line 44: @@
 =====Customers Options List=====
 [[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]]
-<br />
+<br />Notes:
 =====Customer Record Menu List=====
-[[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]
+[[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]Notes:
 =====Customer Add Record=====
 [[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]]
-<br />
 {| class="wikitable"
 |+Customer Add Menu List
@@ Line 87: / Line 101: @@
 =====Customer Record View=====
-[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]
+[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]<br />
 =====Customer Import Menu=====
 [[File:Pro Customer Import Menu.png|center|thumb|525x525px|Customer Import Menu]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Customer}}
-== Customer ==
+==Customer==
 <span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add customers that will be used on transactions.</span>
-===== Customer Record List =====
+=====Customer Record List=====
 [[File:Pro Customer.png|center|thumb|872x872px|Customer Record List]]
 <br />
@@ Line 15: / Line 15: @@
 |1. Options Menu
 |<span style="color: rgb(34, 34, 34)">List of Options available when checking the Customer</span>
-|<span style="color: rgb(34, 34, 34)">Add Account</span>
+|<span style="color: rgb(34, 34, 34)">Add Customer - Allows the user to add a Customer Record</span>
-Import Account
+Import Customer - Allows the user to import customer records from the template provided
-Export Account
+Export Customer - Allows the user to export customer records to a spreadsheet
 |-
 |2. Search Bar
@@ Line 33: / Line 33: @@
 |}
-===== Customers Options List =====
+=====Customers Options List=====
 [[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]]
 <br />
-===== Customer Record Menu List =====
+=====Customer Record Menu List=====
 [[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]
-===== Customer Add Record =====
+=====Customer Add Record=====
 [[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]]
 <br />
@@ Line 86: / Line 86: @@
 |}
-===== Customer Record View =====
+=====Customer Record View=====
 [[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]
-<br />