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Difference between revisions of "Oojeema Pro Purchase Job Aids"

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#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click '''Purchase'''</span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
 
#<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Under Main Menu, Click '''Purchase'''</span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Purchase Menu, Click Options then choose</span> '''Export Invoice'''
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#<span style="color: rgb(51, 51, 51)">Under Purchase Menu, Click Options then choose</span> '''Export Purchase'''[[File:Pro Purchase Module (Export Purchase) - Step 02.png|center|772x772px]]
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#<br />
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#*<span style="color: rgb(51, 51, 51)">Take note that the user has an option to use the record filters for precise exporting of records</span>[[File:Pro Purchase Module (Export Purchase) - Step 02.1.png|center|600x600px]]<br />
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#*<span style="color: rgb(51, 51, 51)">Take note that the user has an option to use the record filters for precise exporting of records</span>
 
  
 
======Importing Purchases======
 
======Importing Purchases======
  
 
#<span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''Purchase'''</span></span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
 
#<span style="color: rgb(51, 51, 51)">Under Main Menu, Click <span>'''Purchase'''</span></span>[[File:Pro Purchase Module (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Purchase%20Module%20(Create)%20-%20Step%2001.png|center|950x950px]]
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#<span style="color: rgb(51, 51, 51)">Under Sales Menu, Click Options then choose</span> '''Import Purchase'''
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#<span style="color: rgb(51, 51, 51)">Under Sales Menu, Click Options then choose</span> '''Import Purchase'''[[File:Pro Purchase Module (Import Purchase) - Step 02.png|center|772x772px]]<br />
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#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>
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#<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>[[File:Pro Purchase Module (Import Purchase) - Step 03.png|center|579x579px]]<br />
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#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>
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#<span style="color: rgb(51, 51, 51)">Fill out the Template</span>[[File:Pro Purchase Module (Import Purchase) - Step 04.png|center|950x950px]]<br />
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#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''
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#<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''[[File:Pro Purchase Module (Import Purchase) - Step 05.png|center|586x586px]]<br />
  
 
=====Issuing Payments on Purchase Module=====
 
=====Issuing Payments on Purchase Module=====

Revision as of 12:58, 18 June 2021

Purchase Module Job Aids

Managing Purchase No.
Creating Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png

  2. Under Purchase Menu, Click Create New Purchase
    Pro Purchase Module (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Purchase Module (Create) - Step 03.png

    • Take Note that the Vendor field is required for this transaction
    • User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose Add New Vendor
      Pro Purchase Module (Add Vendor) - Step 01.png

      • Make sure to fill up the required fields in order to create new Vendor.
        Pro Purchase Module (Add Vendor) - Step 02.png

  4. Fill up the Item Field
    Pro Purchase Module (Create) - Step 04.png

    • Make sure to fill up the required fields in order to create an Item record
      • Take Note that it requires at least one item in order for the transaction to proceed
      • User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
        Pro Purchase Module (Add Item) - Step 01.png
      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png

    • User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
      Pro Purchase Module (Withholding Tax) - Step 01.png

  5. Click Save
    Pro Purchase Module (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
      • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
      • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
      • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
Viewing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to view its Details, click the drop-down button then choose View
    Pro Purchase Module (View) - Step 02.png

  3. Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction
    Pro Purchase Module (Edit) - Step 03.png

Editing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to update its Details, click the drop-down button then choose Edit
    Pro Purchase Module (Edit) - Step 02.png

  3. Update the necessary fields
    Pro Purchase Module (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
      • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
      • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
      • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
Printing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to print its Details, click the drop-down button then choose Print
    Pro Purchase Module (Print) - Step 02.png

Issuing Payment on Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to issue its payments, click the drop-down button then choose Issue Payment
    Pro Purchase Module (Issue Payment) - Step 02.png

  3. Under Issue Payment Menu, fill up the necessary fields and click Save
    Pro Purchase Module (Issue Payment) - Step 03.png

Cancelling Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to cancel, click the drop-down button then choose Cancel
    Pro Purchase Module (Cancel) - Step 02.png

  3. Click Yes to proceed in cancelling the Purchase Transaction
    Pro Sales Invoice (Cancel) - Step 03.png

Managing Imports and Exports of Purchase
Exporting Purchases
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Click Options then choose Export Purchase
    Pro Purchase Module (Export Purchase) - Step 02.png
    • Take note that the user has an option to use the record filters for precise exporting of records
      Pro Purchase Module (Export Purchase) - Step 02.1.png

Importing Purchases
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Import Purchase
    Pro Purchase Module (Import Purchase) - Step 02.png

  3. Download the Template in the Link provided
    Pro Purchase Module (Import Purchase) - Step 03.png

  4. Fill out the Template
    Pro Purchase Module (Import Purchase) - Step 04.png

  5. Attach the Template then Click Import.
    Pro Purchase Module (Import Purchase) - Step 05.png

Issuing Payments on Purchase Module
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Click Issue Payments
    Pro Purchase Module (Import) - Step 02.png

  3. Fill up the necessary fields and choose the Purchase Transactions that needs to be paid
    Pro Purchase Module (Issue Payments) - Step 03.png

  4. Click Save


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