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Difference between revisions of "Oojeema Pro Items Job Aids"

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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>======
 
======<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'''
+
#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 '''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'''
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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>======
 
======<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'''
+
#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 '''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'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
  
 
======<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>======
 
======<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'''
+
#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 Items Side Bar, Click '''Items'''
 
#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'''
+
#Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Update the necessary fields
 
#Update the necessary fields
 
#Click Save
 
#Click Save
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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>======
 
======<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'''[[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 '''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'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process
 
#Click Yes to Confirm the deletion process
  
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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>======
 
======<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'''[[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 '''Items'''
 
#Under Maintenance Side Bar, Click '''Items'''
 
#Under Items Menu, Click Options then Click '''Export Items'''
 
#Under Items Menu, Click Options then Click '''Export Items'''
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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>======
 
======<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'''[[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 '''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'''

Revision as of 11:44, 23 June 2021

Items

Managing Items
Adding New Items
  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 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 MaintenancePro Chart of Accounts (Create) - Step 01.png
  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
    Pro Chart of Accounts (View) - Step 03.png

Editing Items
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  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
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
  5. Click Save
Deleting Items
  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 Items
  3. Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  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 MaintenancePro Chart of Accounts (Create) - Step 01.png
  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 MaintenancePro Chart of Accounts (Create) - Step 01.png
  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
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