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Version of 13:37, 18 May 2021 by Gelo
Difference between revisions of "Pro Purchase Order"
(Created page with "== Purchase Order == Allows the user to order and purchase items from their vendors. ===== Purchase Order Menu List ===== {{DISPLAYTITLE:Purchase Order}} File:Pro Purchase...") (Tag: Visual edit) |
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| − | == Purchase Order == | + | ==Purchase Order== |
Allows the user to order and purchase items from their vendors. | Allows the user to order and purchase items from their vendors. | ||
| − | ===== Purchase Order Menu List ===== | + | ===== <span class="mw-headline" id="Requirements_before_using_Purchase_Module" style="box-sizing: inherit;"><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 Purchase Module</span></span></span> ===== |
| + | |||
| + | * The user should setup the following Maintenance Module in order to proceed on using the Purchase Module | ||
| + | *# [[Pro Vendors]] | ||
| + | *# [[Pro Items|Items]] | ||
| + | *# [[Pro Tax|Tax]] | ||
| + | * 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 Items Job Aids|Items Job Aids]] | ||
| + | *# [[Oojeema Pro Tax Job Aids|Tax Aids]] | ||
| + | |||
| + | =====Purchase Order Menu List===== | ||
{{DISPLAYTITLE:Purchase Order}} | {{DISPLAYTITLE:Purchase Order}} | ||
| − | [[File:Pro Purchase Order.png|center|thumb|1024x1024px|Purchase Order]] | + | [[File:Pro Purchase Order.png|center|thumb|1024x1024px|Purchase Order]]Notes: |
| + | |||
| + | * User has an option on how the Invoice will be save. Below are the following options on saving an Invoice | ||
| + | ** Save - the system will save the Purchase Transaction and will redirect the user to [[Pro Purchase|Purchase Module]] Menu | ||
| + | ** Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu | ||
| + | ** Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction. | ||
| + | ** Save and Pay - the system will save the Purchase Transaction and will redirect the user on [[Pro Issue Payment|Issue Payments]] Menu | ||
| + | |||
{| 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;" | ||
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Purchase Menu List | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Purchase Menu List | ||
| Line 62: | Line 80: | ||
| style="" |Allows the user to add an item line | | style="" |Allows the user to add an item line | ||
| style="" |Additional item line | | style="" |Additional item line | ||
| + | |} | ||
| + | {| 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;" | ||
| + | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Purchase | ||
| + | | style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Reports | ||
| + | | style="" |[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Purchase Aids | ||
| + | | style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |<span style="box-sizing: inherit;">[[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="" |Reports 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 13:47, 19 July 2021
Purchase Order
Allows the user to order and purchase items from their vendors.
Requirements before using Purchase 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 Order Menu List
Notes:
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
- Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
- Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
- Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
| Field | Description | Expected Output |
|---|---|---|
| 1.Purchase No. | Purchase Reference Number once the transaction was generated | Auto Generated |
| 2.Date | Date when the transaction is created | Date |
| 3.Vendor | Name of the Vendor in the Transaction | Vendor List from the Vendor Maintenance Module |
| 4.Document Number | Document Reference No in the Purchase Transaction | Numeric |
| 5.Notes | Any notes and descriptions related to the Invoice Transaction | Alphanumeric |
| 6.Item | Items to be transacted in the Invoice | Item List from the Items Maintenance Module |
| 7.Description | Description of the Items | Alphanumeric(Auto-generated if setup in the Items Maintenance Module) |
| 8.Quantity | Quantity of the Items in the Invoice | Numeric |
| 9.Price | Price per quantity of an Item | Numeric |
| 10.Tax | Tax to be applied per Item | Tax List from the Tax Maintenance Module |
| 11.Amount | Total Amount of the item base on its price and its quantity | Numeric |
| 12.Delete | Allows the user to delete a specific item line | Yes or No |
| 13.Add New Line | Allows the user to add an item line | Additional item line |
| 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 |