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Difference between revisions of "Oojeema Pro Vendors Job Aids"

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== <span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span> ==
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{{DISPLAYTITLE:Vendors Job Aids}}<div style="text-align: center;">
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[[Pro Vendors|Vendors]] | [[Pro Purchase|Purchase]] | [[Pro Expense|Expense]] | [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
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</div>
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==<span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span>==
  
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===== <span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s =====
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=====<span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s=====
  
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====== <span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span> ======
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======<span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Maintenance Side Bar, Click '''Vendors'''
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#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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# Under Vendors Menu, Click Options then choose '''Add Vendors'''
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#Under Vendors Menu, Click Options then choose '''Add New Vendors'''[[File:Pro Vendors (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 Vendors (Create) - Step 04.png|950x950px]]
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# Click Save<br />
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#Click Save[[File:Pro Vendors (Create) - Step 05.png|center|950x950px]]<br />
  
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====== <span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span> ======
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======<span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Maintenance Side Bar, Click '''Vendors'''
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#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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# Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''<br />
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#Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
  
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====== <span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span> ======
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======<span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Vendors Side Bar, Click '''Vendor'''
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#Under Vendors Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
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# Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
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#Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
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# Update the necessary fields
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#Update the necessary fields[[File:Pro Vendors (Edit) - Step 04.png|center|950x950px]]<br />
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# Click Save
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#Click Save
  
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====== <span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span> ======
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======<span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Maintenance Side Bar, Click '''Vendors'''
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#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
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# Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
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#Under Vendors Menu, Select the account 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]]
  
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===== <span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span> =====
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=====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
  
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====== <span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span> ======
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======<span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Maintenance Side Bar, Click '''Vendors'''
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#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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# Under Vendors Menu, Click Options then Click '''Export Vendors'''<br />
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#Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (Export) - Step 03.png|center|950x950px]]<br />
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#* User has an option to change the display and change the account type for precise exporting of records
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#*User has an option to change the display and change the account type for precise exporting of records
  
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====== <span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span> ======
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======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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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]]
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# Under Maintenance Side Bar, Click '''Vendors'''
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#Under Maintenance Side Bar, Click '''[[Pro Vendors|Vendors]]'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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# Under Vendors Menu, Click Options then Click '''Import Vendors'''
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#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]
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# Download the template provided in the link on Step 1
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#Download the template provided in the link on Step 1[[File:Pro Vendors (Import) - Step 04.png|center|586x586px]]<br />
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# Fill-up the template
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#Fill-up the template[[File:Pro Vendors (Import) - Step 05.png|center|950x950px]]<br />
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# Import the template then Click Save
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#Import the template then Click Save[[File:Pro Vendors (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Import)%20-%20Step%2006.png|center|589x589px]]<br />
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{| 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;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Vendors|Vendors]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase
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| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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|-
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|Expense
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|[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
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|-
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|Reports
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|[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase Aids
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| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|-
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|Expense Aids
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|[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
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|-
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|Reports
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|[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> |</nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]
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|}

Latest revision as of 12:28, 2 August 2021

Vendors

Managing Vendors
Adding New Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then choose Add New Vendors
    Pro Vendors (Create) - Step 03.png

  4. Fill up the necessary fieldsPro Vendors (Create) - Step 04.png
  5. Click Save
    Pro Vendors (Create) - Step 05.png

Viewing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
Editing Vendors
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Vendors Side Bar, Click Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Vendors (Edit) - Step 04.png

  5. Click Save
Deleting Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors Menu, Select the account 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 Vendors
Exporting Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Export Vendors
    Pro Vendors (Export) - Step 03.png

    • User has an option to change the display and change the account type for precise exporting of records
Importing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Import Vendors
    Pro Vendors (Import) - Step 03.png
  4. Download the template provided in the link on Step 1
    Pro Vendors (Import) - Step 04.png

  5. Fill-up the template
    Pro Vendors (Import) - Step 05.png

  6. Import the template then Click Save
    Pro Vendors (Import) - Step 06.png

Modules
Maintenance Vendors
Purchase Purchase | Purchase Order | Issue Payment
Expense Expense | Expense Transaction | Issue Payment Expense
Reports Purchase Journal | Purchase Relief | Purchase Report
Job Aid Modules
Maintenance Aids Vendors Job Aids
Purchase Aids Purchase Job Aids
Expense Aids Expense Job Aids
Reports Purchase Journal Job Aids |Purchase Relief Job Aids | Purchase Report Job Aids
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