Difference between revisions of "Pro Customer"

 
(One intermediate revision by the same user not shown)
Line 1: Line 1:
{{DISPLAYTITLE:Customer}}
+
{{DISPLAYTITLE:Customer}}<div style="text-align: center;">
 
+
[[Pro Customer|Customer]] | [[Pro Sales|Sales]] | [[Oojeema Pro Customers Job Aids|Customers Job Aids]]
 +
</div><br />
 
==Customer==
 
==Customer==
 
<span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add customers that will be used on transactions.</span>
 
<span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add customers that will be used on transactions.</span>
 +
 +
Notes:
 +
 +
* Customer Records will be used and reflected on the following modules:
 +
**[[Pro Sales|Sales Module]]
 +
**[[Pro Sales Journal]]
 +
**[[Pro Sales Relief]]
  
 
=====Customer Record List=====
 
=====Customer Record List=====
Line 35: Line 43:
 
=====Customers Options List=====
 
=====Customers Options List=====
 
[[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]]
 
[[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]]
<br />
+
<br />Notes:
 +
 
 +
*For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
  
 
=====Customer Record Menu List=====
 
=====Customer Record Menu List=====
[[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]
+
[[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]Notes:
 +
 
 +
*For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]]
  
 
=====Customer Add Record=====
 
=====Customer Add Record=====
 
[[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]]
 
[[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]]
<br />
+
 
 +
 
 
{| class="wikitable"
 
{| class="wikitable"
 
|+Customer Add Menu List
 
|+Customer Add Menu List
Line 87: Line 100:
  
 
=====Customer Record View=====
 
=====Customer Record View=====
[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]
+
[[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]<br />
 
+
=====Customer Import Menu=====
===== Customer Import Menu =====
 
 
[[File:Pro Customer Import Menu.png|center|thumb|525x525px|Customer Import Menu]]
 
[[File:Pro Customer Import Menu.png|center|thumb|525x525px|Customer Import 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: &quot;Open Sans&quot;, 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;"
 +
! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Maintenance
 +
| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Price List|Price List]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales
 +
| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
 +
|- style="box-sizing: inherit;"
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |Maintenance Aids
 +
| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Sales Aids
 +
| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Reports Aids
 +
| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
 +
|}

Latest revision as of 12:23, 2 August 2021


Customer

This maintenance screen allows users to configure and add customers that will be used on transactions.

Notes:

Customer Record List
Customer Record List


Customer Record List
Field Description Expected Output
1. Options Menu List of Options available when checking the Customer Add Customer - Allows the user to add a Customer Record

Import Customer - Allows the user to import customer records from the template provided

Export Customer - Allows the user to export customer records to a spreadsheet

2. Search Bar Allows the user to search for an Account Record Alphanumeric
3. Display Allows the user to filter the number of records to viewed on one page 10/15/20/50/100
4. Customer Record List List of Records of the Customer based from their Customer Code, Customer Name, Email and TIN Customer List from Customer Maintenance Module
Customers Options List
Customer Options List


Notes:

  • For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found here
Customer Record Menu List
Customer Record Option List

Notes:

  • For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found here
Customer Add Record
Customer Add


Customer Add Menu List
Field Description Expected Output
1.Customer Code Unique reference code of the Customer Alphanumeric
2.Customer Name Name of the Customer Text
3.Email Email of the Customer Alphanumeric
4.Address Address of the Customer Alphanumeric
5.City/Province City/Province base on the Address of the customer Text
6.Business Type Type of Business of the Customer Individual/Corporation
7.TIN Tax Identification Number of the Customer Numeric
8.Payment Terms List of remaining days when the customer is paying a specific Transaction Numeric
9.Contact Number Contact Number of the Customer Numeric
Customer Record View
Customer View Record


Customer Import Menu
Customer Import Menu
Modules
Maintenance Customer | Price List
Sales Sales | Sales and Service Invoice | Receive Payments
Job Aid Modules
Maintenance Aids Customers Job Aids | Price List Job Aids
Sales Aids Sales Job Aids
Reports Aids Sales Journal Job Aids | Sales Relief Job Aids