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Version of 11:25, 23 June 2021 by Gelo
Difference between revisions of "Oojeema Pro Items Job Aids"
(Created page with "== Items == ===== <span class="mw-headline ve-pasteProtect" id="Managing_Customer" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inher...") (Tag: Visual edit) |
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− | == Items == | + | ==Items== |
− | ===== <span class="mw-headline ve-pasteProtect" id="Managing_Customer" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Managing | + | =====<span class="mw-headline ve-pasteProtect" id="Managing_Customer" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Managing Items</span>===== |
− | ====== <span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Adding New Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Adding New Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under Maintenance Side Bar, Click '''Items''' | + | #Under Maintenance Side Bar, Click '''Items''' |
− | # Under Items Menu, Click Options then choose '''Add New Items''' | + | #Under Items Menu, Click Options then choose '''Add New Items''' |
− | # Fill up the necessary fields | + | #Fill up the necessary fields |
− | # Click Save | + | #Click Save |
− | ====== <span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Viewing Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under Maintenance Side Bar, Click '''Items''' | + | #Under Maintenance Side Bar, Click '''Items''' |
− | # Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose '''View''' | + | #Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose '''View''' |
− | ====== <span class="mw-headline ve-pasteProtect" id="Editing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Editing Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Editing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Editing Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under | + | #Under Items Side Bar, Click '''Items''' |
− | # Under | + | #Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose '''Edit''' |
− | # Update the necessary fields | + | #Update the necessary fields |
− | # Click Save | + | #Click Save |
− | ====== <span class="mw-headline ve-pasteProtect" id="Deleting_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Deleting Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Deleting_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Deleting Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under Maintenance Side Bar, Click '''Items''' | + | #Under Maintenance Side Bar, Click '''Items''' |
− | # Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose '''Delete''' | + | #Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose '''Delete''' |
− | # Click Yes to Confirm the deletion process | + | #Click Yes to Confirm the deletion process |
− | ===== <span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting and Importing | + | =====<span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting and Importing Items</span>===== |
− | ====== <span class="mw-headline ve-pasteProtect" id="Exporting_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Exporting_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Exporting Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under Maintenance Side Bar, Click '''Items''' | + | #Under Maintenance Side Bar, Click '''Items''' |
− | # Under | + | #Under Items Menu, Click Options then Click '''Export Items''' |
− | #* 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 |
− | ====== <span class="mw-headline ve-pasteProtect" id="Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Importing Items</span> ====== | + | ======<span class="mw-headline ve-pasteProtect" id="Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Importing Items</span>====== |
− | # On the Main Menu, click the Gear Icon then choose '''Maintenance''' | + | #On the Main Menu, click the Gear Icon then choose '''Maintenance''' |
− | # Under Maintenance Side Bar, Click '''Items''' | + | #Under Maintenance Side Bar, Click '''Items''' |
− | # Under Items Menu, Click Options then Click '''Import Items''' | + | #Under Items Menu, Click Options then Click '''Import Items''' |
− | # 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 11:27, 23 June 2021
Contents
Items
Managing Items
Adding New Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Click Options then choose Add New Items
- Fill up the necessary fields
- Click Save
Viewing Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose View
Editing Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Items Side Bar, Click Items
- Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
Deleting Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
Exporting and Importing Items
Exporting Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Click Options then Click Export Items
- User has an option to change the display and change the account type for precise exporting of records
Importing Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Click Options then Click Import Items
- Download the template provided in the link on Step 1
- Fill-up the template
- Import the template then Click Save