Setting Up Oojeema Prime - Revision history

Lumengl: /* Users Group */

2024-05-10T05:56:35Z

‎Users Group

Gelo at 05:35, 5 April 2022

2022-04-05T05:35:16Z

Gelo at 04:33, 5 April 2022

2022-04-05T04:33:37Z

Gelo at 04:19, 5 April 2022

2022-04-05T04:19:48Z

Show changes

Gelo at 07:04, 4 April 2022

2022-04-04T07:04:32Z

Gelo at 05:29, 4 April 2022

2022-04-04T05:29:01Z

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Gelo: Maintenance - Users Group - Record List.png

2022-04-04T03:43:31Z

Maintenance - Users Group - Record List.png

Gelo at 02:40, 17 January 2022

2022-01-17T02:40:25Z

Gelo at 01:13, 17 January 2022

2022-01-17T01:13:58Z

Gelo at 07:41, 22 September 2021

2021-09-22T07:41:39Z

@@ Line 2: / Line 2: @@
 ====Users Group====
-[[File:Maintenance - Users Group - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - Users Group - Record List.png|border|center|1075x1075px]]
@@ Line 13: / Line 13: @@
 #Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
-[[File:Maintenance - Users Group - Add.png|border|center|1500x1500px]]
+[[File:Maintenance - Users Group - Add.png|border|center|974x974px]]
 <br />
 ====Position====
-[[File:Maintenance - Position - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - Position - Record List.png|border|center|1066x1066px]]
@@ Line 26: / Line 26: @@
 #Fill out the necessary fields then click Save.
-[[File:Maintenance - Position - Add.png|border|center|1500x1500px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Add.png]]<br />
+[[File:Maintenance - Position - Add.png|border|center|1123x1123px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Add.png]]<br />
 =====Importing Position=====
@@ Line 35: / Line 35: @@
 #Upload the updated file then click '''Import''' to proceed
-[[File:Maintenance - Position - Import.png|border|center|1582x1582px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Import.png]]<br />
+[[File:Maintenance - Position - Import.png|border|center|1079x1079px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Import.png]]<br />
 ====Users====
-[[File:Maintenance - Users - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - Users - Record List.png|border|center|1100x1100px]]
@@ Line 48: / Line 48: @@
 #Fill out the necessary fields then click Save. Note: Fields with * are require fields
-[[File:Maintenance - Users - Add.png|border|center|1500x1500px]]
+[[File:Maintenance - Users - Add.png|border|center|1038x1038px]]
 <br />
 =====Importing Users=====
@@ Line 58: / Line 58: @@
 #Upload the updated file then click '''Import''' to proceed
-[[File:Maintenance - Users - Import.png|border|center|1500x1500px]]
+[[File:Maintenance - Users - Import.png|border|center|1024x1024px]]
 <br />
 ====Chart of Accounts====
-[[File:Maintenance - Chart of Account - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - Chart of Account - Record List.png|border|center|1107x1107px]]
@@ Line 72: / Line 72: @@
 #Fill up the required fields then click Save. Note: Fields with * are required to be filled up
-[[File:Maintenance - Chart of Account - Add.png|border|center|1500x1500px]]
+[[File:Maintenance - Chart of Account - Add.png|border|center|1025x1025px]]
 <br />
 =====Importing Chart of Accounts=====
@@ Line 82: / Line 82: @@
 #Upload the updated file then click Import to Proceed
-[[File:Maintenance - Chart of Account - Import.png|border|center|1500x1500px]]
+[[File:Maintenance - Chart of Account - Import.png|border|center|1017x1017px]]
 <br />
 ====Account Codes====
@@ Line 92: / Line 92: @@
 #Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow of Purchase Account or Sales Account then click Save
-[[File:Maintenance - Account Codes - Edit.png|border|center|1500x1500px]]
+[[File:Maintenance - Account Codes - Edit.png|border|center|1039x1039px]]
 <br />
 ====ATC Code====
-[[File:Maintenance - ATC Codes - Record List.png|border|center|1500x1500px]]
+[[File:Maintenance - ATC Codes - Record List.png|border|center|1065x1065px]]
@@ Line 106: / Line 106: @@
 #Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
-[[File:Maintenance - ATC Codes - Add.png|border|center|1500x1500px]]
+[[File:Maintenance - ATC Codes - Add.png|border|center|970x970px]]
 <br />
 =====Importing ATC Records=====
@@ Line 484: / Line 484: @@
 Notes:
-* Import Beginning Balance will only be available if there are no transaction records done by the user.<br />
+*Import Beginning Balance will only be available if there are no transaction records done by the user.<br />
 {| class="wikitable" style="margin: auto;"

@@ Line 465: / Line 465: @@
 The user should set up the following modules in order to Import Beginning Balances.
-*Item Class
+*[[Item Class]]
-*Item Type
+*[[Item Type]]
-*Unit of Measure
+*[[Unit of Measure]]
-*Item Master
+*[[Item Master]]
-*Warehouse
+*[[Warehouse]]
-=====Beginning Balance Procedure=====
+=====Import Beginning Balance=====
-#Click Inventory then choose Inventory Adjustment
+#Click [[Inventory Adjustment]] under Inventory Menu
-#Under Inventory Adjustment Click Import Beginning Balances
+#Take note that there is also other users that using the system. Make sure to give them a heads-up that you will be doing an inventory adjustments. Click '''Proceed''' to continue.
 #Choose the date of the Beginning Balance to take effect before proceeding or click skip.
 #Download the Template provided in Step 1.
@@ Line 480: / Line 481: @@
 #Upload the updated template then click Import to proceed
-<br />
+[[File:Inventory - Inventory Adjustment - Import Beginning Balance.png|link=https://docs.oojeema.com/File:Inventory%20-%20Inventory%20Adjustment%20-%20Import%20Beginning%20Balance.png|border|center|1853x1853px]]
 {| class="wikitable" style="margin: auto;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
@@ Line 486: / Line 491: @@
 |- style="box-sizing: inherit;"
 | style="" |Maintenance
-| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Bill of Materials]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Bank]]
+| style="" |[[Maintenance]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Bank]]
 |- style="box-sizing: inherit;"
 | style="" |Inventory
-| style="" |[[Sales Return]]
+| style="" |[[Inventory Adjustment]]
 |}

@@ Line 278: / Line 278: @@
 #Upload the updated file then click Import to proceed.
-[[File:Maintenance - Warehouse - Import.png|border|center|1710x1710px]]
+[[File:Maintenance - Warehouse - Import.png|border|center|1712x1712px]]
 <br />
 ====Customer====
@@ Line 326: / Line 326: @@
 #Upload the updated template then click Import to proceed
-[[File:Maintenance - Supplier - Import.png|border|center|1500x1500px]]
+[[File:Maintenance - Supplier - Import.png|border|center|1501x1501px]]
 <br />
 ====Price List====

@@ Line 22: / Line 22: @@
 =====Adding Position=====
-# Click [[Position]] under Maintenance Menu
+#Click [[Position]] under Maintenance Menu
-# Under Position Screen, Click Add Position
+#Under [[Position]] Screen, Click Add Position
-# Fill out the necessary fields then click Save.
+#Fill out the necessary fields then click Save.
 [[File:Maintenance - Position - Add.png|border|center|1500x1500px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Add.png]]<br />
 =====Importing Position=====
-# Click Maintenance then choose '''Position'''
+#Click [[Position]] under Maintenance Menu
-# Under Position Menu, click Options then choose '''Import Position'''
+#Under Position Screen, click Options then click '''Import Position'''
-# Download the Template provided in Step 1.
+#Download the Template provided in Step 1.
-# Fill up the information needed for each column of the template.
+#Fill up the information needed for each column of the template.
-# Upload the updated template then click '''Import''' to proceed
+#Upload the updated file then click '''Import''' to proceed
 [[File:Maintenance - Position - Import.png|border|center|1582x1582px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Import.png]]<br />
@@ Line 42: / Line 42: @@
 '''Users''' maintenance screen allows the user to configure and add Users that can use their system.
-===== <span class="mw-headline" id="Adding_Users" style="box-sizing: inherit;">Adding Users</span> =====
+=====<span class="mw-headline" id="Adding_Users" style="box-sizing: inherit;">Adding Users</span>=====
-# Click [[Users]] under Maintenance Module
+#Click [[Users]] under Maintenance Module
-# Under [[Users]] Screen, Click Add Users
+#Under [[Users]] Screen, Click Add Users
-# Fill out the necessary fields then click Save. Note: Fields with * are require fields
+#Fill out the necessary fields then click Save. Note: Fields with * are require fields
 [[File:Maintenance - Users - Add.png|border|center|1500x1500px]]
@@ Line 52: / Line 52: @@
 =====Importing Users=====
-#Click Users under Maintenance Menu
+#Click [[Users]] under Maintenance Menu
-#Under Users Menu, click Options then choose '''Import Users'''
+#Under [[Users]] Menu, click Options then click '''Import Users'''
 #Download the Template provided in Step 1.
 #Fill up the information needed for each column of the template.
-#Upload the updated template then click '''Import''' to proceed
+#Upload the updated file then click '''Import''' to proceed
 [[File:Maintenance - Users - Import.png|border|center|1500x1500px]]
@@ Line 68: / Line 68: @@
 =====Creating Chart of Accounts=====
-#Click Maintenance then choose Chart of Account
+#Click [[Chart of Account]] under Maintenance Menu
-#Under Chart of Accounts Menu, Click Add Chart of Account
+#Under Chart of Accounts Menu Screen, Click Add Chart of Account
 #Fill up the required fields then click Save. Note: Fields with * are required to be filled up
@@ Line 76: / Line 76: @@
 =====Importing Chart of Accounts=====
-#Click Maintenance then choose Chart of Account
+#Click [[Chart of Account]] under Maintenance Menu
 #Under Chart of Accounts Menu, Click Options then click Import Chart of Account
 #Download the Template provided in Step 1.
 #Fill up the information needed for each column of the template. Note: There should be an existing Parent Account record in the system before importing Child Accounts.
-#Upload the updated template then click Import to Proceed
+#Upload the updated file then click Import to Proceed
 [[File:Maintenance - Chart of Account - Import.png|border|center|1500x1500px]]
@@ Line 89: / Line 89: @@
 =====Setting up Account Codes=====
-#Click Account Codes under Maintenance Menu
+#Click [[Account Codes]] under Maintenance Menu
-#Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow then click Save
+#Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow of Purchase Account or Sales Account then click Save
 [[File:Maintenance - Account Codes - Edit.png|border|center|1500x1500px]]
@@ Line 102: / Line 102: @@
 =====Creating ATC Records=====
-#Click Maintenance then choose ATC Code
+#Click Maintenance then choose [[ATC Code]]
 #Under ATC Code Menu, Click Add ATC Code
 #Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.

@@ Line 2: / Line 2: @@
 ====Users Group====
 '''<span style="color: #000000">Us</span><span style="color: #000000">ers Group</span>''' <span style="color: #000000">maintenance screen allows the user to configure and add User on a specific group. This is also used to restrict specific modules that a specific user can use.</span>
 =====Creating Users Group=====
-#Click Maintenance then choose '''Users Group'''
+# Click [[Users Group]] under Maintenance Menu
-#Under Users Group Menu, click '''Add Users Group'''
+# Under [[Users Group]] Screen, Click '''Add Users Group'''
-#Fill up the required fields then click '''Save'''. Notes: Fields with * are required to be filled up.
+# Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
 ====Position====
 The '''Position''' maintenance allows the users to configure the position of the other users that will be using the system.
@@ Line 805: / Line 810: @@
 <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;" style="margin: auto;"
+{| class="wikitable" style="margin: auto;"
 |+ 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;" |'''Modules'''

@@ Line 803: / Line 803: @@
 #Upon Year-end Closing, All monthly periods on that year will be posted.
 #Upon Year-end Closing, You cannot cancel any monthly periods on that year.
 <br />

@@ Line 6: / Line 6: @@
 =====Creating Users Group=====
-#Click Maintenance then choose '''Users Group'''[[File:Training - Maintenance - User Group - Create - Step 01.png|link=https://docs.oojeema.com/File:Training%20-%20Maintenance%20-%20User%20Group%20-%20Create%20-%20Step%2001.png|center|1000x1000px]]<br />
+#Click Maintenance then choose '''Users Group'''
-#Under Users Group Menu, click '''Add Users Group'''[[File:Training - Maintenance - User Group - Create - Step 02.png|center|578x578px]]<br />
+#Under Users Group Menu, click '''Add Users Group'''
-#Fill up the required fields then click '''Save'''. Notes: Fields with * are required to be filled up.[[File:Training - Maintenance - User Group - Create - Step 03.png|center|1000x1000px]]
+#Fill up the required fields then click '''Save'''. Notes: Fields with * are required to be filled up.
 ====Position====
 The '''Position''' maintenance allows the users to configure the position of the other users that will be using the system.
@@ Line 16: / Line 15: @@
 =====Creating Position=====
-#Click Maintenance then choose '''Position'''[[File:Training - Maintenance - Position - Create - Step 01.png|center|1000x1000px]]<br />
+#Click Maintenance then choose '''Position'''
-#Under Position Menu, click '''Add Position'''[[File:Training - Maintenance - Position - Create - Step 02.png|center|766x766px]]<br />
+#Under Position Menu, click '''Add Position'''
-#Fill up the required fields then Click '''Save'''.  Note: Fields with * are required to be filled up.[[File:Training - Maintenance - Position - Create - Step 03.png|center|1000x1000px]]<br />
+#Fill up the required fields then Click '''Save'''.  Note: Fields with * are required to be filled up.
 =====Importing Position=====
-#Click Maintenance then choose '''Position'''[[File:Training - Maintenance - Position - Create - Step 01.png|center|1000x1000px|link=https://docs.oojeema.com/File:Training_-_Maintenance_-_Position_-_Create_-_Step_01.png]]
+#Click Maintenance then choose '''Position'''
-#Under Position Menu, click Options then choose '''Import Position'''[[File:Training - Maintenance - Position - Import - Step 02.png|center|763x763px]]<br />
+#Under Position Menu, click Options then choose '''Import Position'''
-#Download the Template provided in Step 1.[[File:Training - Maintenance - Position - Import - Step 03.png|center|1000x1000px]]<br />
+#Download the Template provided in Step 1.
-#Fill up the information needed for each column of the template.[[File:Training - Maintenance - Position - Import - Step 04.png|center|878x878px]]<br />
+#Fill up the information needed for each column of the template.
-#Upload the updated template then click '''Import''' to proceed[[File:Training - Maintenance - Position - Import - Step 05.png|center|901x901px]]
+#Upload the updated template then click '''Import''' to proceed
 ====Users====
 '''Users''' maintenance screen allows the user to configure and add Users that can use their system.
@@ Line 34: / Line 32: @@
 =====Creating Users=====
-#Click Maintenance then choose '''Users'''[[File:Training - Maintenance - Users - Create - Step 01.png|center|1000x1000px]]<br />
+#Click Maintenance then choose '''Users'''
-#Under Users Menu, click '''Add Users'''[[File:Training - Maintenance - Users - Create - Step 02.png|center|745x745px]]<br />
+#Under Users Menu, click '''Add Users'''
-#Fill up the required fields then click '''Save'''. Note: Fields with * are required to be filled up.[[File:Training - Maintenance - Users - Create - Step 03.png|center|1000x1000px]]<br />
+#Fill up the required fields then click '''Save'''. Note: Fields with * are required to be filled up.
 =====Importing Users=====
-#Click Maintenance then choose '''Users'''[[File:Training - Maintenance - Users - Create - Step 01.png|center|1000x1000px|link=https://docs.oojeema.com/File:Training_-_Maintenance_-_Users_-_Create_-_Step_01.png]]
+#Click Maintenance then choose '''Users'''
-#Under Users Menu, click Options then choose '''Import Users'''[[File:Training - Maintenance - Users - Import - Step 02.png|center|739x739px]]<br />
+#Under Users Menu, click Options then choose '''Import Users'''
-#Download the Template provided in Step 1.[[File:Training - Maintenance - Users - Import - Step 03.png|center|640x640px]]<br />
+#Download the Template provided in Step 1.
-#Fill up the information needed for each column of the template.[[File:Training - Maintenance - Users - Import - Step 04.png|center|1000x1000px]]<br />
+#Fill up the information needed for each column of the template.
-#Upload the updated template then click '''Import''' to proceed[[File:Training - Maintenance - Users - Import - Step 05.png|center|727x727px]]<br />
+#Upload the updated template then click '''Import''' to proceed
 ====Chart of Accounts====