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Difference between revisions of "Pro Items"

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{{DISPLAYTITLE:Items}}
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[[Pro Items|Items]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Oojeema Pro Items Job Aids|Items Job Aids]]
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==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>
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===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Items Module</span></span> =====
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* The user should setup the following Maintenance Module in order to proceed on using the Items Module
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*# [[Pro Chart of Account|Chart of Account]]
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*# [[Pro Tax|Tax]]
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* For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
 +
*# [[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]
 +
*# [[Oojeema Pro Tax Job Aids|Tax Aids]]
 +
Notes:
 +
 +
* Items Module will be used and reflected on the following Module
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** [[Pro Sales|Sales Module]]
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** [[Pro Purchase|Purchase Module]]
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** [[Pro Sales Journal|Sales Journal]]
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** [[Pro Sales Relief|Sales Relief]]
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** [[Pro Sales Report|Sales Report]]
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** [[Pro Purchase Journal|Purchase Journal]]
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** [[Pro Purchase Relief|Purchase Relief]]
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** [[Pro Purchase Report|Purchase Report]]
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 +
<br />
 
[[File:Pro Items Menu List.png|center|thumb|993x993px|Items Menu List]]
 
[[File:Pro Items Menu List.png|center|thumb|993x993px|Items 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;"
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=====Items Options List=====
 
=====Items Options List=====
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[[File:Pro Items Options List.png|center|thumb|124x124px|Items Options List]]
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[[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=====
 
[[File:Pro Items Add.png|center|866x866px|Add New Item]]
 
[[File:Pro Items Add.png|center|866x866px|Add New Item]]
  
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{| class="wikitable"
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|+Add New Items Module List
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!Field
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!Description
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!Expected Output
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|-
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|1.Item Group
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| style="vertical-align:middle;text-align:left;" |Item Group categorization of the Item
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|Goods/Services
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|-
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|2.Item Code
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| style="vertical-align:middle;text-align:left;" |Reference Code of Item
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|Alphanumeric
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|-
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|3.Item Name
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| style="vertical-align:middle;text-align:left;" |Name of the Item
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|Alphanumeric
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|-
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|4.Item Description
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| style="vertical-align:middle;text-align:left;" |Description of an Item
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|Alphanumeric
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|-
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|5.Selling Price(Net)
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| style="vertical-align:middle;text-align:left;" |Net Sale Price of An Item
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|Numeric
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|-
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|6.Debit Account(Sales)
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| style="vertical-align:middle;text-align:left;" |Debit Account on Sales Details
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|Account List from Chart of Account Maintenance Module
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|-
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|7.Credit Account(Sales)
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| style="vertical-align:middle;text-align:left;" |Credit Account on Sales Details
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|Account List from Chart of Account Maintenance Module
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|-
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|8.Purchase Price(Gross)
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| style="vertical-align:middle;text-align:left;" |Gross Price of an Item
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|Numeric
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|-
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|9.Debit Account(Purchase)
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| style="vertical-align:middle;text-align:left;" |Debit Account on Purchase Details
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|Account List from Chart of Account Maintenance Module
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|-
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|10.Credit Account(Purchase)
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| style="vertical-align:middle;text-align:left;" |Credit Account on Purchase Details
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|Account List from Chart of Account Maintenance Module
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|-
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|11.Revenue Type
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| style="vertical-align:middle;text-align:left;" |Tax Revenue Type of an Item
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|Tax List from Tax Maintenance Module
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|-
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|12.Expense Type
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| style="vertical-align:middle;text-align:left;" |Tax Expense Type of an Item
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|Tax List from Tax Maintenance Module
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|}
  
 
=====Items View Records=====
 
=====Items View Records=====
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=====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]]
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<br />Notes:
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*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 />
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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 Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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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 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]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|-
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|Purchase
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|[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| 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 />

Latest revision as of 13:14, 2 August 2021


Items

This maintenance screen allows the users to configure and add items to be used on their transaction.

Requirements before using Items Module
  • The user should setup the following Maintenance Module in order to proceed on using the Items Module
    1. Chart of Account
    2. Tax
  • For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
    1. Chart of Accounts Job Aids
    2. Tax Aids

Notes:


Items Menu List
Items Menu List
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
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
Add New Item
Add New Items Module List
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 View Record


Items Record Option Menu
Items Record List


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
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


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