Pro Item Tracking Job Aids - Revision history

Gelo at 04:26, 12 August 2021

2021-08-12T04:26:24Z

Gelo at 04:18, 12 August 2021

2021-08-12T04:18:31Z

Gelo at 05:11, 12 July 2021

2021-07-12T05:11:19Z

Gelo: Created page with "{{DISPLAYTITLE:Item Tracking Job Aids}} ==
2021-07-12T04:17:20Z

Created page with "{{DISPLAYTITLE:Item Tracking Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{..."

New page
{{DISPLAYTITLE:Item Tracking Job Aids}}

==Item Tracking Job Aids==
======Exporting Item Tracking Report======

#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
#Under Reports Menu, Go to Financial statements then click '''Item Tracking'''[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]]
#The user can also click the Search bar then look for Item Tracking[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]] 
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]]
#The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]] 

====== Viewing Detailed Quantity Sold ======

#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
#Under Reports Menu, Go to Financial statements then click '''Item Tracking'''[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
#The user can also click the Search bar then look for Item Tracking[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
# Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]] 
# Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]] 

 

====== Viewing Detailed Quantity Purchase ======

#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
#Under Reports Menu, Go to Financial statements then click '''Item Tracking'''[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
#The user can also click the Search bar then look for Item Tracking[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
# Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]] 
# Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]

@@ Line 29: / Line 29: @@
 #Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]
 {| 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;"
 |+ 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;" |'''Reports'''
 |- style="box-sizing: inherit;"
-| style="" |Financial Statements
+| style="" |Inventory Report
-| style="" |[[Pro Balance Sheet|Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement|Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance|Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger|General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal|General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account|Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging|Accounts Payable Aging]]
+| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
 |- style="box-sizing: inherit;"
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
 |- style="box-sizing: inherit;"
-| style="" |Financial Statements
+| style="" |Inventory Report
-| style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement Job Aids|Income Statement Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance Job Aids|Trial Balance Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger Job Aids|General Ledger Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal Job Aids|General Journal Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]]
+| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
 |- style="box-sizing: inherit;"
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Item Tracking Job Aids}}
+{{DISPLAYTITLE:Item Tracking Job Aids}}<div style="text-align: center;">
+[[Pro Item Tracking|Item Tracking]] | [[Pro Items|Items]] | [[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
 ==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>==
 ======<span class="mw-headline ve-pasteProtect" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting Item Tracking Report</span></span></span>======
@@ Line 13: / Line 14: @@
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
-#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
+#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
 #Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br />
 #Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br />
@@ Line 23: / Line 24: @@
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
-#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
+#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
 #Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br />
-#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br />
+#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]

@@ Line 5: / Line 5: @@
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]]
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]]
 #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]]<br />
 #Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]]
 #*The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]]<br />
-====== Viewing Detailed Quantity Sold ======
+======Viewing Detailed Quantity Sold======
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
 #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
-# Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br />
+#Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br />
-# Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br />
+#Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br />
 <br />
-====== Viewing Detailed Quantity Purchase ======
+======Viewing Detailed Quantity Purchase======
 #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
-#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
 #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
-# Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br />
+#Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br />
-# Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br />
+#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br />