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Difference between revisions of "Oojeema Pro Customers Job Aids"

(Created page with "{{DISPLAYTITLE:Customers Job Aids}} == Customer == ===== Managing Customer ===== ====== Adding New Customer ====== # On the Main Menu, click the Gear Icon then choose '''M...")
 
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{{DISPLAYTITLE:Customers Job Aids}}
 
{{DISPLAYTITLE:Customers Job Aids}}
  
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== Customer ==
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==Customer==
  
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===== Managing Customer =====
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=====Managing Customer=====
  
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====== Adding New Customer ======
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======Adding New Customer======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Click Options then choose '''Add Customer'''
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#Under Customer Menu, Click Options then choose '''Add Customer'''
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# Fill up the necessary fields
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#Fill up the necessary fields
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# Click Save
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#Click Save
  
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====== Viewing Account ======
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======Viewing Account======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#On the Main Menu, click the Gear Icon then choose '''Maintenanc'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''
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#Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''
  
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====== Editing Account ======
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======Editing Account======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
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#Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
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# Update the necessary fields
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#Update the necessary fields
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# Click Save
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#Click Save
  
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====== Deleting Account ======
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======Deleting Account======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
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#Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
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# Click Yes to Confirm the cancellation process
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#Click Yes to Confirm the cancellation process
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# Click Save
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#Click Save
  
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===== Exporting and Importing Account =====
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=====Exporting and Importing Account=====
  
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====== Exporting Account ======
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======Exporting Account======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Click Options then Click '''Export Customer'''
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#Under Customer Menu, Click Options then Click '''Export Customer'''
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#* User has an option to change the display and change the account type for precise exporting of records
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#*User has an option to change the display and change the account type for precise exporting of records
  
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====== Importing Account ======
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======Importing Account======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
+
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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# Under Maintenance Side Bar, Click '''Customer'''
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#Under Maintenance Side Bar, Click '''Customer'''
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# Under Customer Menu, Click Options then Click '''Import Customer'''
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#Under Customer Menu, Click Options then Click '''Import Customer'''
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# Download the template provided in the link on Step 1
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#Download the template provided in the link on Step 1
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# Fill-up the template
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#Fill-up the template
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# Import the template then Click Save
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#Import the template then Click Save

Revision as of 11:54, 22 June 2021


Customer

Managing Customer
Adding New Customer
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Click Options then choose Add Customer
  4. Fill up the necessary fields
  5. Click Save
Viewing Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancPro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose View
Editing Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
  4. Update the necessary fields
  5. Click Save
Deleting Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
  4. Click Yes to Confirm the cancellation process
  5. Click Save
Exporting and Importing Account
Exporting Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Click Options then Click Export Customer
    • User has an option to change the display and change the account type for precise exporting of records
Importing Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Click Options then Click Import Customer
  4. Download the template provided in the link on Step 1
  5. Fill-up the template
  6. Import the template then Click Save
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