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...")
 
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== Items ==
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==Items==
  
===== <span class="mw-headline ve-pasteProtect" id="Managing_Customer" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Managing Vendor</span>s =====
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=====<span class="mw-headline ve-pasteProtect" id="Managing_Customer" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Managing Items</span>=====
  
====== <span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Adding New Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Adding_New_Customer" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Adding New Items</span>======
  
# 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'''
# Under Maintenance Side Bar, Click '''Items'''
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#Under Maintenance Side Bar, Click '''Items'''
# Under Items Menu, Click Options then choose '''Add New Items'''
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#Under Items Menu, Click Options then choose '''Add New Items'''
# Fill up the necessary fields
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#Fill up the necessary fields
# Click Save
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#Click Save
  
====== <span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Items</span>======
  
# 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'''
# Under Maintenance Side Bar, Click '''Items'''
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#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'''
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#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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Editing Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Editing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Editing Items</span>======
  
# 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'''
# Under Vendors Side Bar, Click '''Items'''
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#Under Items Side Bar, Click '''Items'''
# Under Vendors Menu, Select the Item that needs to update its details, click the drop down arrow then choose '''Edit'''
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#Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose '''Edit'''
# Update the necessary fields
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#Update the necessary fields
# Click Save
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#Click Save
  
====== <span class="mw-headline ve-pasteProtect" id="Deleting_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Deleting Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Deleting_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">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'''
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#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
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#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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting and Importing Account</span> =====
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=====<span class="mw-headline ve-pasteProtect" id="Exporting_and_Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting and Importing Items</span>=====
  
====== <span class="mw-headline ve-pasteProtect" id="Exporting_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Exporting_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">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 Vendors Menu, Click Options then Click '''Export 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
+
#*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="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Importing Items</span> ======
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======<span class="mw-headline ve-pasteProtect" id="Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">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

Items

Managing Items
Adding New Items
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Maintenance Side Bar, Click Items
  3. Under Items Menu, Click Options then choose Add New Items
  4. Fill up the necessary fields
  5. Click Save
Viewing Items
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Maintenance Side Bar, Click Items
  3. Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose View
Editing Items
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Items Side Bar, Click Items
  3. Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose Edit
  4. Update the necessary fields
  5. Click Save
Deleting Items
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Maintenance Side Bar, Click Items
  3. Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose Delete
  4. Click Yes to Confirm the deletion process
Exporting and Importing Items
Exporting Items
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Maintenance Side Bar, Click Items
  3. 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
  1. On the Main Menu, click the Gear Icon then choose Maintenance
  2. Under Maintenance Side Bar, Click Items
  3. Under Items Menu, Click Options then Click Import Items
  4. Download the template provided in the link on Step 1
  5. Fill-up the template
  6. Import the template then Click Save