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Difference between revisions of "Pro Purchase"
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{{DISPLAYTITLE:Purchase Menu}}<div style="text-align: center;"> | {{DISPLAYTITLE:Purchase Menu}}<div style="text-align: center;"> | ||
| − | [[Pro Purchase|Purchase]] | [[Pro Purchase Order|Purchase Order]] | [[Pro Issue Payment]] | + | [[Pro Purchase|Purchase]] | [[Pro Purchase Order|Purchase Order]] | [[Pro Issue Payment|Issue Payment]] | [[Oojeema Pro Purchase Job Aids|Pro Purchase Job Aids]] |
</div><br /> | </div><br /> | ||
==Purchase Module== | ==Purchase Module== | ||
<span style="color: rgb(51, 51, 51)">Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.</span> | <span style="color: rgb(51, 51, 51)">Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.</span> | ||
| − | ===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span></span> ===== | + | =====<span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span></span>===== |
| − | * The user should setup the following Maintenance Module in order to proceed on using the Purchase Module | + | *The user should setup the following Maintenance Module in order to proceed on using the Purchase Module |
| − | *# [[Pro Vendors]] | + | *#[[Pro Vendors]] |
| − | *# [[Pro Items|Items]] | + | *#[[Pro Items|Items]] |
| − | *# [[Pro Tax|Tax]] | + | *#[[Pro Tax|Tax]] |
| − | * For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: |
| − | *# [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]] | + | *#[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]] |
| − | *# [[Oojeema Pro Items Job Aids|Items Job Aids]] | + | *#[[Oojeema Pro Items Job Aids|Items Job Aids]] |
| − | *# [[Oojeema Pro Tax Job Aids|Tax Aids]] | + | *#[[Oojeema Pro Tax Job Aids|Tax Aids]] |
| − | ===== Purchase Module Menu List ===== | + | =====Purchase Module Menu List===== |
[[File:Pro Purchase Menu List.png|center|thumb|1035x1035px|Purchase Menu List]] | [[File:Pro Purchase Menu List.png|center|thumb|1035x1035px|Purchase Menu List]] | ||
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
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[[File:Pro Purchase Record Option.png|center|thumb|204x204px|Purchase Record Option]]Notes: | [[File:Pro Purchase Record Option.png|center|thumb|204x204px|Purchase Record Option]]Notes: | ||
| − | * The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID''' | + | *The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID''' |
| − | ** For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found [[Oojeema Pro Purchase Job Aids|here]] | + | **For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found [[Oojeema Pro Purchase Job Aids|here]] |
=====<span class="mw-headline" id="Import_Sales_Menu_List" style="box-sizing: inherit;">Import Purchase Menu List</span>===== | =====<span class="mw-headline" id="Import_Sales_Menu_List" style="box-sizing: inherit;">Import Purchase Menu List</span>===== | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance Aids | | style="" |Maintenance Aids | ||
| − | | style="" |<span>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span><nowiki>| </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] | + | | style="" |<span>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span> <nowiki>| </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Reports Aids | | style="" |Reports Aids | ||
| style="" |[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]] | | style="" |[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]] | ||
|} | |} | ||
Revision as of 13:45, 19 July 2021
Contents
Purchase Module
Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.
Requirements before using Sales Module
- The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Purchase Module Menu List
| Field | Description |
|---|---|
| 1.Create New Purchase | Allows the user to create a Purchase Transaction. |
| 2.Issue Payment | Allows the user to create a transaction for Issuing Payments. |
| 3.Options | Allows the user to Export or Import the list of Records |
| 4.Record Filter | Allows the user to set a specific filter options for precise searching of records |
| 5.Status Tab | Allows the user to set and filter the records based from its status. It can be
|
| 6.Summary of Records | List of Purchase Records given based from the set filters |
Options Menu List
Record Option List
Notes:
- The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
- For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found here
Import Purchase Menu List
| Modules | |
|---|---|
| Purchase | Purchase | Purchase Order | Issue Payment |
| Maintenance | Vendors | Items | Tax |
| Reports | Purchase Journal | Purchase Relief |
| Job Aid Modules | |
| Purchase Aids | Purchase Job Aids |
| Maintenance Aids | Vendors Job Aids | Items Job Aids | Tax Job Aids |
| Reports Aids | Purchase Journal Job Aids | Purchase Relief Job Aids |