Pro Sales - Revision history

Gelo at 05:23, 12 August 2021

2021-08-12T05:23:11Z

Gelo at 05:29, 6 August 2021

2021-08-06T05:29:28Z

Gelo at 04:19, 19 July 2021

2021-07-19T04:19:05Z

Gelo at 04:43, 18 May 2021

2021-05-18T04:43:13Z

Gelo at 03:51, 14 May 2021

2021-05-14T03:51:45Z

Gelo at 03:13, 14 May 2021

2021-05-14T03:13:06Z

Gelo at 01:17, 14 May 2021

2021-05-14T01:17:23Z

Gelo at 01:16, 14 May 2021

2021-05-14T01:16:27Z

Gelo: Created page with "{{DISPLAYTITLE:Sales Module}}"

2021-05-14T01:09:41Z

Created page with "{{DISPLAYTITLE:Sales Module}}"

New page

@@ Line 85: / Line 85: @@
 |-
 |Reports
-|[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
+|[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]<nowiki> | </nowiki>[[Pro Audit Trail|Audit Trail]]<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 96: / Line 96: @@
 |- style="box-sizing: inherit;"
 | style="" |Reports Aids
-| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
+| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]<nowiki> | </nowiki>[[Pro Audit Trail Job Aids|Audit Trail 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 5: / Line 5: @@
 Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.
-===== <span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span> =====
+=====<span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</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]]
 =====Sales Module Menu List=====
@@ Line 60: / Line 60: @@
 [[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]Notes:
-* The user can only Edit, Receive Payment and Cancel the transaction if the status is still '''UNPAID.'''
+*The user can only Edit, Receive Payment and Cancel the transaction if the status is still '''UNPAID.'''
-** Detailed steps on how to View, Edit and Cancel Invoice records can be found [[Oojeema Pro Sales Job Aids|here]]
+**Detailed steps on how to View, Edit and Cancel Invoice records can be found [[Oojeema Pro Sales Job Aids|here]]
 ====Import Sales Menu List====
@@ Line 69: / Line 69: @@
 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]]
 {| 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;"
@@ Line 93: / Line 93: @@
 |- 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: @@
-{{DISPLAYTITLE:Sales Module}}
+{{DISPLAYTITLE:Sales Module}}<div style="text-align: center;">
+[[Pro Sales|Sales]] | [[Pro Sales and Service Invoice|Sales and Service Invoice]] | [[Pro Receive Payments|Receive Payments]] | [[Oojeema Pro Sales Job Aids|Sales Module Aids]]
 ==Sales==
 Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.
 =====Sales Module Menu List=====
@@ Line 35: / Line 49: @@
 *Cancelled - Records that have been cancelled.
 *All - All records without filters.
-|}
+|}<br />
 =====Create New Invoice Menu List=====
 [[File:Pro Create New Invoice Menu List.png|center|thumb|Create New Invoice Menu List]]
@@ Line 45: / Line 58: @@
 =====Record Option List=====
-[[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]
+[[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]Notes:
 ====Import Sales Menu List====
 [[File:Pro Import Sales Menu List.png|center|thumb|583x583px|Import Sales Menu List]]
 <br />

@@ Line 2: / Line 2: @@
 ==Sales==
-Allows the users to create [[Pro Sales Invoice|Sales Invoice]] and [[Pro Service Invoice|Service Invoice]] transactions as well as Receiving payments base from transactions.
+Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.
 =====Sales Module Menu List=====
@@ Line 47: / Line 47: @@
 [[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]
-==== Import Sales Menu List ====
+====Import Sales Menu List====
 [[File:Pro Import Sales Menu List.png|center|thumb|583x583px|Import Sales Menu List]]
 <br />

@@ Line 4: / Line 4: @@
 Allows the users to create [[Pro Sales Invoice|Sales Invoice]] and [[Pro Service Invoice|Service Invoice]] transactions as well as Receiving payments base from transactions.
-===== Sales Module Menu List =====
+=====Sales Module Menu List=====
 [[File:Pro Sales Menu List.png|center|thumb|938x938px|Sales Menu List]]
 <br />
@@ Line 15: / Line 15: @@
 |Allows the user to create an Invoice Transaction. This can be a
-* Sales Invoice - Documents for sales of goods
+*Sales Invoice - Documents for sales of goods
-* Service Invoice - Supplemental documents for sales of service
+*Service Invoice - Supplemental documents for sales of service
 |-
 |2.Receive Payment
@@ Line 30: / Line 30: @@
 |Allows the user to set and filter the records based from its status. It can be
-* Unpaid - Records that have not yet paid.
+*Unpaid - Records that have not yet paid.
-* With Partial Payment - Records that have down payments
+*With Partial Payment - Records that have down payments
-* Paid - Records that are fully paid
+*Paid - Records that are fully paid
-* Cancelled - Records that have been cancelled.
+*Cancelled - Records that have been cancelled.
-* All - All records without filters.
+*All - All records without filters.
 |}
-===== Create New Invoice Menu List =====
+=====Create New Invoice Menu List=====
 [[File:Pro Create New Invoice Menu List.png|center|thumb|Create New Invoice Menu List]]
 <br />
-===== Options Menu List =====
+=====Options Menu List=====
 [[File:Pro Sales Options Menu List.png|center|thumb|171x171px|Sales Options Menu List]]
-===== Record Option List =====
+=====Record Option List=====
 [[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]
 <br />

← Older revision		Revision as of 03:13, 14 May 2021
Line 2:		Line 2:

	==Sales==		==Sales==
−	Allows the users to create [[Pro Sales Invoice\|Invoice]] and	+	Allows the users to create [[Pro Sales Invoice\|Sales Invoice]] and [[Pro Service Invoice\|Service Invoice]] transactions as well as Receiving payments base from transactions.
		+
		+	===== Sales Module Menu List =====
		+	[[File:Pro Sales Menu List.png\|center\|thumb\|938x938px\|Sales Menu List]]
		+	<br />
		+	{\| class="wikitable"
		+	\|+Module List
		+	!Field
		+	!Description
		+	\|-
		+	\|1.Create New Invoice
		+	\|Allows the user to create an Invoice Transaction. This can be a
		+
		+	* Sales Invoice - Documents for sales of goods
		+	* Service Invoice - Supplemental documents for sales of service
		+	\|-
		+	\|2.Receive Payment
		+	\|Allows the user to create a transaction for Paying Invoices.
		+	\|-
		+	\|3.Options
		+	\|Allows the user to Export or Import the list of Records
		+	\|-
		+	\|4.Record Filter
		+	\|Allows the user to set a specific filter options for precise searching of records
		+	\|-
		+	\|5.Status Tab
		+	\|Allows the user to set and filter the records based from its status. It can be
		+
		+	* Unpaid - Records that have not yet paid.
		+	* With Partial Payment - Records that have down payments
		+	* Paid - Records that are fully paid
		+	* Cancelled - Records that have been cancelled.
		+	* All - All records without filters.
		+	\|}
		+
		+	===== Create New Invoice Menu List =====
		+	[[File:Pro Create New Invoice Menu List.png\|center\|thumb\|Create New Invoice Menu List]]
		+	<br />
		+
		+	===== Options Menu List =====
		+	[[File:Pro Sales Options Menu List.png\|center\|thumb\|171x171px\|Sales Options Menu List]]
		+
		+	===== Record Option List =====
		+	[[File:Pro Record Option List.png\|center\|thumb\|156x156px\|Record Option List]]
		+	<br />

← Older revision		Revision as of 01:16, 14 May 2021
Line 1:		Line 1:
	{{DISPLAYTITLE:Sales Module}}		{{DISPLAYTITLE:Sales Module}}
		+
		+	== Sales ==
		+	Allows the users to create Invoice and