Vendors - Revision history

Ruel: Created page with "== Adding New Vendor ==
337x337px To add a Vendor:
2020-12-18T08:35:00Z

Created page with "== Adding New Vendor == <br /> center|thumb|337x337px <span style="font-size:12.0pt;line-height:115%">To add a Vendor:</..."

New page
== Adding New Vendor ==
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[[File:Oojeema Pro - Add New Vendor Process Flow.png|center|thumb|337x337px]]
<span style="font-size:12.0pt;line-height:115%">To add a Vendor:</span>

# <span style="mso-bidi-font-weight:bold">Click on the Gear icon</span> <span style="mso-bidi-font-weight: bold">in the system header. Select "<u>Maintenance</u>", then select “<u>Vendors</u>”. The Manage Vendors page will be displayed.</span>
# <span style="mso-bidi-font-weight:bold">Click “<u>Options</u>” button, then select “<u>Add New Vendor</u>”. </span>
# <span style="mso-bidi-font-weight:bold"><u>Add New Account form</u> will be displayed. Fill it out:</span>
## <span style="mso-bidi-font-weight:bold"><u>Vendor Code</u> – accepts alphanumeric, max of 15 characters</span>
## <span style="mso-bidi-font-weight:bold"><u>Vendor Name</u> – accepts alphanumeric, special character, max of 100 characters</span>
## <span style="mso-bidi-font-weight:bold"><u>Email</u> – for vendor email address, special character max of 50</span>
## <span style="mso-bidi-font-weight:bold"><u>Address</u> – for vendor address, accepts alphanumeric, max of 200 characters</span>
## <span style="mso-bidi-font-weight:bold"><u>City/Province</u> – accepts alphanumeric, max of 200 characters</span>
## <span style="mso-bidi-font-weight:bold"><u>Business Type</u> – for business type ''(Corporation, Individual)'' selection</span>
## <span style="mso-bidi-font-weight:bold"><u>TIN</u> – for customer TIN no., numeric entry.</span>
## <span style="mso-bidi-font-weight:bold"><u>Payment Terms</u> – accepts numeric entry, max of 5 characters</span>
## <span style="mso-bidi-font-weight:bold"><u>Contact Number</u> – numeric entry, can input multiple contact numbers to be separated by comma </span>
# <span style="mso-bidi-font-weight:bold">After filling-out the form, click “<u>Save</u>” button to store new vendor details. Otherwise, click “Exit”, to discard entries and exit the form.</span>

== Importing Vendors ==
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[[File:Oojeema Pro - Importing Vendors.png|center|thumb|385x385px]]
<span style="font-size:12.0pt;
line-height:115%">To add new vendors by batch:</span>

# <span style="mso-bidi-font-weight:bold">Click on the gear icon </span><span style="mso-bidi-font-weight: bold"><span style="mso-spacerun:yes"> </span> in the system header. Select "<u>Maintenance</u>", then select “<u>Vendors</u>”. The Chart of Accounts will be displayed.</span>
# <span style="mso-bidi-font-weight:bold">Click “<u>Options</u>” button, then select <u>“Import Vendors</u>”. Import Vendors pop-up window will be displayed.</span>
# <span style="mso-bidi-font-weight:bold">Download the sample template by clicking the “<u>here</u>” link, and open the downloaded file.</span>
# <span style="mso-bidi-font-weight:bold">On the downloaded template, fill-out the information needed for each columns of the template: </span>
#* <span class="ve-pasteProtect" style="mso-bookmark:_Toc55405299" data-ve-attributes="{"style":"mso-bookmark:_Toc55405299"}">Sample filled-out Import Vendors template</span>[[File:Oojeema Pro - Import Vendors CSV.png|center|thumb|650x650px]]<br />
# <span style="mso-bidi-font-weight:bold">After filling out the form, save it on your computer and upload it back to the system, then back to the Import Vendors pop-up window, click “<u>Import</u>”. Imported vendors will be displayed in the Vendor list.</span>

== Viewing, Editing, Deleting Vendor ==
<span style="font-size:12.0pt;
line-height:115%">User can view, edit, delete accounts by clicking the corresponding function’s link in the Vendors list-specific account dropdown menu list.</span>
[[File:Oojeema Pro - Manage Vendors.png|center|thumb|520x520px]]

== Exporting Vendors ==
<span style="font-size:12.0pt;
line-height:115%">User can export the chart of accounts by clicking “Options” button, then click “Export Vendors”.</span><br />
[[File:Oojeema Pro - Export Vendors.png|center|thumb|480x480px]]
[[File:Oojeema Pro - Export Vendors CSV.png|center|thumb|472x472px]]
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