Discussion

Difference between revisions of "Pro Vendors"

(Created page with "== Vendors == Allows the user to set up vendors to supply goods or services to their business transactions<br /> File:Pro Vendor Menu List.png|center|thumb|975x975px|Vendor...")
 
 
(3 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
== Vendors ==
+
{{DISPLAYTITLE:Vendors}}<div style="text-align: center;">
−
Allows the user to set up vendors to supply goods or services to their business transactions<br />
+
[[Pro Vendors|Vendors]] | [[Pro Purchase|Purchase]] | [[Pro Expense|Expense]] | [[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]
 +
</div>
 +
==Vendors==
 +
Allows the user to set up vendors to supply goods or services to their business transactions
 +
 
 +
Notes:
 +
 
 +
*Vendors record will be used and reflected on the following modules
 +
**[[Pro Purchase|Purchase Module]]
 +
**[[Pro Expense|Expense Module]]
 +
**[[Pro Purchase Journal|Purchase Journal]]
 +
**[[Pro Purchase Relief|Purchase Relief]]
 +
**[[Pro Purchase Report|Purchase Report]]<br />
 +
 
 
[[File:Pro Vendor Menu List.png|center|thumb|975x975px|Vendor Menu List]]
 
[[File:Pro Vendor Menu List.png|center|thumb|975x975px|Vendor 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: &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;"
 
{| 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;"
Line 28: Line 41:
 
|}
 
|}
  
−
===== Vendor Options Menu =====
+
=====Vendor Options Menu=====
−
[[File:Pro Vendor Option Menu.png|center|thumb|136x136px|Vendor Option Menu]]
+
[[File:Pro Vendor Option Menu.png|center|thumb|136x136px|Vendor Option Menu]]Notes:
 +
 
 +
* For further instructions on how to Add, Export and Import Vendors, the user may refer to Vendors Job Aids which can be found [[Oojeema Pro Vendors Job Aids|here]]
  
−
===== Vendor Record Menu =====
+
=====Vendor Record Menu=====
 
[[File:Pro Vendor Record Menu.png|center|thumb|134x134px|Vendor Record Menu]]
 
[[File:Pro Vendor Record Menu.png|center|thumb|134x134px|Vendor Record Menu]]
−
<br />
+
Notes:
 +
 
 +
* For further instructions on how to View, Edit or Delete Vendors record, the user may refer to Vendors Job Aids which can be found [[Oojeema Pro Vendors Job Aids|here]].
  
−
===== Add New Vendor Menu =====
+
=====Add New Vendor Menu=====
 
[[File:Pro Vendor Add Menu.png|center|thumb|1034x1034px|Vendor Add Menu]]
 
[[File:Pro Vendor Add Menu.png|center|thumb|1034x1034px|Vendor Add 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;"
 
{| 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;"
Line 79: Line 96:
 
| style="" |Numeric
 
| style="" |Numeric
 
|}
 
|}
 +
Notes:
 +
 +
* Vendor Code is a unique field, this field cannot be edited once the vendor record is created.
  
−
===== Vendor View Record =====
+
=====Vendor View Record=====
 
[[File:Pro Vendor View Record.png|center|thumb|1029x1029px|Vendor View Record]]
 
[[File:Pro Vendor View Record.png|center|thumb|1029x1029px|Vendor View Record]]
 +
 +
===== Vendor Edit Record =====
 +
[[File:Pro Vendor Edit Record.png|center|thumb|1029x1029px|Pro Vendor Edit Record]]
 
<br />
 
<br />
−
 
+
=====Vendor Import Record=====
−
===== Vendor Import Record =====
 
 
[[File:Pro Vendor Import Menu.png|center|thumb|525x525px|Vendor Import Menu]]
 
[[File:Pro Vendor Import Menu.png|center|thumb|525x525px|Vendor Import Menu]]
 
<br />
 
<br />
 +
{| 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 Vendors|Vendors]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Purchase
 +
| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
 +
|-
 +
|Expense
 +
|[[Pro Expense|Expense]]<nowiki> | </nowiki>[[Pro Expense Transaction|Expense Transaction]]<nowiki> | </nowiki>[[Pro Issue Payment Expense|Issue Payment Expense]]
 +
|-
 +
|Reports
 +
|[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]
 +
|- 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 Vendors Job Aids|Vendors Job Aids]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Purchase Aids
 +
| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
 +
|-
 +
|Expense Aids
 +
|[[Oojeema Pro Expense Job Aids|Expense Job Aids]]
 +
|-
 +
|Reports
 +
|[[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]]
 +
|}

Latest revision as of 12:38, 2 August 2021

Vendors

Allows the user to set up vendors to supply goods or services to their business transactions

Notes:

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

Import Vendor - Allows the user to import vendor data from the template provided

Export Vendor - Allows the user to export the vendor records into spreadsheet

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

Notes:

  • For further instructions on how to Add, Export and Import Vendors, the user may refer to Vendors Job Aids which can be found here
Vendor Record Menu
Vendor Record Menu

Notes:

  • For further instructions on how to View, Edit or Delete Vendors record, the user may refer to Vendors Job Aids which can be found here.
Add New Vendor Menu
Vendor Add Menu
Vendors Add Menu List
Field Description Expected Output
1.Vendor Code Unique reference code of the Vendor Alphanumeric
2.Vendor Name Name of the Vendor Text
3.Email Email of the Vendor Alphanumeric
4.Address Address of the Vendor Alphanumeric
5.City/Province City/Province base on the Address of the Vendor Text
6.Business Type Type of Business of the Vendor Individual/Corporation
7.TIN Tax Identification Number of the Vendor Numeric
8.Payment Terms List of remaining days when the Vendor is paying a specific Transaction Numeric
9.Contact Number Contact Number of the Vendor Numeric

Notes:

  • Vendor Code is a unique field, this field cannot be edited once the vendor record is created.
Vendor View Record
Vendor View Record
Vendor Edit Record
Pro Vendor Edit Record


Vendor Import Record
Vendor Import Menu


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
Retrieved from "https://docs.oojeema.com/index.php?title=Pro_Vendors&oldid=4537"