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Version of 12:17, 12 July 2021 by Gelo
Difference between revisions of "Pro Item Tracking Job Aids"
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#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | ||
− | #Under Reports Menu, Go to | + | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]] |
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]]<br /> | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]]<br /> | ||
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]] | #Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]] | ||
#*The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]]<br /> | #*The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]]<br /> | ||
− | ====== Viewing Detailed Quantity Sold ====== | + | ======Viewing Detailed Quantity Sold====== |
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | ||
− | #Under Reports Menu, Go to | + | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] |
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | ||
− | # Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br /> | + | #Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br /> |
− | # Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br /> | + | #Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br /> |
<br /> | <br /> | ||
− | ====== Viewing Detailed Quantity Purchase ====== | + | ======Viewing Detailed Quantity Purchase====== |
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | ||
− | #Under Reports Menu, Go to | + | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] |
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | ||
− | # Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br /> | + | #Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br /> |
− | # Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br /> | + | #Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br /> |
Revision as of 13:11, 12 July 2021
Contents
Item Tracking Job Aids
Exporting Item Tracking Report
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by Date Range or using the Search Bar.
- The user has an option to filter the record by Date Range or using the Search Bar.
Viewing Detailed Quantity Sold
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Under Item Tracking Menu, Click the Quantity under Qty Sold Column
- Once Clicked, select a voucher to view its details
Viewing Detailed Quantity Purchase
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Under Item Tracking Menu, Click the Quantity under Qty Purchase Column
- Once Clicked, select a voucher to view its details