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Difference between revisions of "Oojeema Pro Items Job Aids"

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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]]
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#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|center|478x478px]]<br />
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#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|center|478x478px]]
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#Under Items Menu, Click Options then choose '''Add New Items'''
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#Under Items Menu, Click Options then choose '''Add New Items'''[[File:Pro Items (Create) - Step 03.png|center|950x950px]]<br />
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#Fill up the necessary fields
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#Fill up the necessary fields[[File:Pro Items (Create) - Step 04.png|center|950x950px]]<br />
 
#Click Save
 
#Click Save
  
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#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#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]]
 
#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]]
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#Click Yes to Confirm the deletion process
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#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 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_and_Importing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Exporting and Importing Items</span>=====

Revision as of 13:23, 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
    Pro Items (Create) - Step 02.png
  3. Under Items Menu, Click Options then choose Add New Items
    Pro Items (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Items (Create) - Step 04.png

  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
    Pro Items (Create) - Step 02.png
  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
    Pro Items (Create) - Step 02.png
  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
    Pro Items (Create) - Step 02.png
  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
    Pro Chart of Accounts (Delete) - Step 04.png
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
    Pro Items (Create) - Step 02.png
  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
    Pro Items (Create) - Step 02.png
  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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