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Difference between revisions of "Pro Items"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| + | <div style="text-align: center;"> | ||
| + | [[Pro Items|Items]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
| + | </div><br /> | ||
==Items== | ==Items== | ||
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure and add items to be used on their transaction.</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure and add items to be used on their transaction.</span> | ||
| Line 29: | Line 32: | ||
=====Items Options List===== | =====Items Options List===== | ||
| − | [[File:Pro Items Options List.png|center|thumb|124x124px|Items Options List]] | + | [[File:Pro Items Options List.png|center|thumb|124x124px|Items Options List]]Notes: |
| + | |||
| + | * For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found [[Oojeema Pro Items Job Aids|here]] | ||
=====Add New Items===== | =====Add New Items===== | ||
| Line 41: | Line 46: | ||
|- | |- | ||
|1.Item Group | |1.Item Group | ||
| − | | style="vertical-align:middle;text-align:left;" | | + | | style="vertical-align:middle;text-align:left;" |Item Group categorization of the Item |
|Goods/Services | |Goods/Services | ||
|- | |- | ||
|2.Item Code | |2.Item Code | ||
| − | | style="vertical-align:middle;text-align:left;" | | + | | style="vertical-align:middle;text-align:left;" |Reference Code of Item |
|Alphanumeric | |Alphanumeric | ||
|- | |- | ||
|3.Item Name | |3.Item Name | ||
| − | | style="vertical-align:middle;text-align:left;" | | + | | style="vertical-align:middle;text-align:left;" |Name of the Item |
|Alphanumeric | |Alphanumeric | ||
|- | |- | ||
|4.Item Description | |4.Item Description | ||
| − | |Description of an Item | + | | style="vertical-align:middle;text-align:left;" |Description of an Item |
|Alphanumeric | |Alphanumeric | ||
|- | |- | ||
|5.Selling Price(Net) | |5.Selling Price(Net) | ||
| − | |Net Sale Price of An Item | + | | style="vertical-align:middle;text-align:left;" |Net Sale Price of An Item |
|Numeric | |Numeric | ||
|- | |- | ||
|6.Debit Account(Sales) | |6.Debit Account(Sales) | ||
| − | |Debit Account on Sales Details | + | | style="vertical-align:middle;text-align:left;" |Debit Account on Sales Details |
|Account List from Chart of Account Maintenance Module | |Account List from Chart of Account Maintenance Module | ||
|- | |- | ||
|7.Credit Account(Sales) | |7.Credit Account(Sales) | ||
| − | |Credit Account on Sales Details | + | | style="vertical-align:middle;text-align:left;" |Credit Account on Sales Details |
|Account List from Chart of Account Maintenance Module | |Account List from Chart of Account Maintenance Module | ||
|- | |- | ||
|8.Purchase Price(Gross) | |8.Purchase Price(Gross) | ||
| − | |Gross Price of an Item | + | | style="vertical-align:middle;text-align:left;" |Gross Price of an Item |
|Numeric | |Numeric | ||
|- | |- | ||
|9.Debit Account(Purchase) | |9.Debit Account(Purchase) | ||
| − | |Debit Account on Purchase Details | + | | style="vertical-align:middle;text-align:left;" |Debit Account on Purchase Details |
|Account List from Chart of Account Maintenance Module | |Account List from Chart of Account Maintenance Module | ||
|- | |- | ||
|10.Credit Account(Purchase) | |10.Credit Account(Purchase) | ||
| − | |Credit Account on Purchase Details | + | | style="vertical-align:middle;text-align:left;" |Credit Account on Purchase Details |
|Account List from Chart of Account Maintenance Module | |Account List from Chart of Account Maintenance Module | ||
|- | |- | ||
|11.Revenue Type | |11.Revenue Type | ||
| − | |Tax Revenue Type of an Item | + | | style="vertical-align:middle;text-align:left;" |Tax Revenue Type of an Item |
|Tax List from Tax Maintenance Module | |Tax List from Tax Maintenance Module | ||
|- | |- | ||
|12.Expense Type | |12.Expense Type | ||
| − | |Tax Expense Type of an Item | + | | style="vertical-align:middle;text-align:left;" |Tax Expense Type of an Item |
|Tax List from Tax Maintenance Module | |Tax List from Tax Maintenance Module | ||
|} | |} | ||
| Line 95: | Line 100: | ||
=====Items Record Option Menu===== | =====Items Record Option Menu===== | ||
[[File:Pro Items Record List.png|center|thumb|136x136px|Items Record List]] | [[File:Pro Items Record List.png|center|thumb|136x136px|Items Record List]] | ||
| − | <br /> | + | <br />Notes: |
| + | |||
| + | * For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found [[Oojeema Pro Items Job Aids|here]] | ||
=====Items Import Menu===== | =====Items Import Menu===== | ||
[[File:Pro Items Import Menu.png|center|thumb|523x523px|Items Import Menu]] | [[File:Pro Items Import Menu.png|center|thumb|523x523px|Items 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: "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;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List]]<nowiki> | </nowiki>[[Pro Tax|Tax]] | ||
| + | |- 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]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]] | ||
| + | |- 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 Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- | ||
| + | |Purchase | ||
| + | |[[Oojeema Pro Purchase Job Aids|Purchase 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]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]] | ||
| + | |}<br /> | ||
Revision as of 13:03, 2 August 2021
Contents
Items
This maintenance screen allows the users to configure and add items to be used on their transaction.
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Items | Add Items - Allows the user to add an Item Record
Import Items - Allows the user to import item records from the template provided Export Items - Allows the user to export items records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an item record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Items Record List | List of Records of the Item based from their Item Code, Item Name and Item Description | Item List from Items Maintenance Module |
Items Options List
Notes:
- For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found here
Add New Items
| Field | Description | Expected Output |
|---|---|---|
| 1.Item Group | Item Group categorization of the Item | Goods/Services |
| 2.Item Code | Reference Code of Item | Alphanumeric |
| 3.Item Name | Name of the Item | Alphanumeric |
| 4.Item Description | Description of an Item | Alphanumeric |
| 5.Selling Price(Net) | Net Sale Price of An Item | Numeric |
| 6.Debit Account(Sales) | Debit Account on Sales Details | Account List from Chart of Account Maintenance Module |
| 7.Credit Account(Sales) | Credit Account on Sales Details | Account List from Chart of Account Maintenance Module |
| 8.Purchase Price(Gross) | Gross Price of an Item | Numeric |
| 9.Debit Account(Purchase) | Debit Account on Purchase Details | Account List from Chart of Account Maintenance Module |
| 10.Credit Account(Purchase) | Credit Account on Purchase Details | Account List from Chart of Account Maintenance Module |
| 11.Revenue Type | Tax Revenue Type of an Item | Tax List from Tax Maintenance Module |
| 12.Expense Type | Tax Expense Type of an Item | Tax List from Tax Maintenance Module |
Items View Records
Items Record Option Menu
Notes:
- For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found here
Items Import Menu
| Modules | |
|---|---|
| Maintenance | Chart of Account | Items | Pro Price List | Tax |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Job Aid Modules | |
| Maintenance Aids | Chart of Accounts Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase | Purchase Job Aids |
| Reports Aids | Sales Journal Job Aids | Sales Relief Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids |