Difference between revisions of "Pro Vendors"
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=====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]] | ||
| − | + | 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===== | ||
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| 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]] | ||
Latest revision as of 12:38, 2 August 2021
Contents
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
| 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
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
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
| 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 Edit Record
Vendor Import Record
| 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 |