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Difference between revisions of "Oojeema Pro Customers Job Aids"
(Tag: Visual edit) |
(Tag: Visual edit) |
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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]] | #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]] | ||
#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|center|464x464px]]<br /> | #Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|center|464x464px]]<br /> | ||
| − | #Under Customer Menu, Click Options then choose '''Add Customer''' | + | #Under Customer Menu, Click Options then choose '''Add Customer'''[[File:Pro Customers (Create) - Step 03.png|center|950x950px]]<br /> |
#Fill up the necessary fields | #Fill up the necessary fields | ||
#Click Save | #Click Save | ||
| Line 41: | Line 41: | ||
#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]] | #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]] | ||
#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customer Menu, Click Options then Click '''Export Customer''' | + | #Under Customer Menu, Click Options then Click '''Export Customer'''[[File:Pro Customers (Export) - Step 03.png|center|950x950px]]<br /> |
#*User has an option to change the display and change the account type for precise exporting of records | #*User has an option to change the display and change the account type for precise exporting of records | ||
| Line 48: | Line 48: | ||
#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]] | #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]] | ||
#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customer Menu, Click Options then Click '''Import Customer''' | + | #Under Customer Menu, Click Options then Click '''Import Customer'''[[File:Pro Customers (Import) - Step 03.png|center|950x950px]]<br /> |
#Download the template provided in the link on Step 1 | #Download the template provided in the link on Step 1 | ||
#Fill-up the template | #Fill-up the template | ||
#Import the template then Click Save | #Import the template then Click Save | ||
Revision as of 12:16, 22 June 2021
Contents
Customer
Managing Customer
Adding New Customer
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Click Options then choose Add Customer
- Fill up the necessary fields
- Click Save
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
Viewing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose View
%20-%20Step%2002.png)
%20-%20Step%2003.png)
Editing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
%20-%20Step%2003.png)
Deleting Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the cancellation process
- Click Save
%20-%20Step%2003.png)
Exporting and Importing Account
Exporting Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- 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
_-_Step_03.png)
Importing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customer Menu, Click Options then Click Import Customer
- Download the template provided in the link on Step 1
- Fill-up the template
- Import the template then Click Save
_-_Step_03.png)