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Difference between revisions of "Oojeema Pro Vendors Job Aids"

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#Under Vendors Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
 
#Under Vendors Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
 
#Under Vendors Menu, Select the account that needs to updates 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]]
 
#Under Vendors Menu, Select the account that needs to updates 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[[File:Pro Vendors (Edit) - Step 04.png|center|950x950px]]<br />
 
#Click Save
 
#Click Save
  
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
 
#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
 
#Under Vendors Menu, Select the account 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]]
 
#Under Vendors Menu, Select the account 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[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
  
 
=====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
 
=====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
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#Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (Export) - Step 03.png|center|950x950px]]<br />
 
#Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (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
−
#*
 
  
 
======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
 
======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
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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 '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
−
#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]<br />
+
#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]
−
#Download the template provided in the link on Step 1
+
#Download the template provided in the link on Step 1[[File:Pro Vendors (Import) - Step 04.png|center|586x586px]]<br />
−
#Fill-up the template
+
#Fill-up the template[[File:Pro Vendors (Import) - Step 05.png|center|950x950px]]<br />
−
#Import the template then Click Save
+
#Import the template then Click Save[[File:Pro Vendors (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Import)%20-%20Step%2006.png|center|589x589px]]<br />

Revision as of 13:09, 23 June 2021


Vendors

Managing Vendors
Adding New Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then choose Add New Vendors
    Pro Vendors (Create) - Step 03.png

  4. Fill up the necessary fieldsPro Vendors (Create) - Step 04.png
  5. Click Save
    Pro Vendors (Create) - Step 05.png

Viewing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
Editing Vendors
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Vendors Side Bar, Click Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Vendors (Edit) - Step 04.png

  5. Click Save
Deleting Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors Menu, Select the account 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
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting and Importing Vendors
Exporting Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Export Vendors
    Pro Vendors (Export) - Step 03.png

    • User has an option to change the display and change the account type for precise exporting of records
Importing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Import Vendors
    Pro Vendors (Import) - Step 03.png
  4. Download the template provided in the link on Step 1
    Pro Vendors (Import) - Step 04.png

  5. Fill-up the template
    Pro Vendors (Import) - Step 05.png

  6. Import the template then Click Save
    Pro Vendors (Import) - Step 06.png

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