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Difference between revisions of "Pro Price List"
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| − | {{DISPLAYTITLE:Price List}} | + | {{DISPLAYTITLE:Price List}}<div style="text-align: center;"> |
| − | + | [[Pro Customer|Customer]] | [[Pro Items|Items]] | [[Oojeema Pro Price List Job Aids|Price List Job Aids]] | [[Oojeema Pro Price List Job Aids|Price List Job Aids]] | |
| + | </div> | ||
==Price List== | ==Price List== | ||
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure the prices of the items to be used in their transaction</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure the prices of the items to be used in their transaction</span> | ||
| + | =====<span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><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 Price List Module</span></span></span></span>===== | ||
| + | |||
| + | *The user should setup the following Maintenance Module in order to proceed on using the Price List Module | ||
| + | *#[[Pro Customer|Customer]] | ||
| + | *#[[Pro Items|Items]] | ||
| + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Oojeema Pro Customers Job Aids|Customers Job Aids]] | ||
| + | *#[[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
| + | |||
| + | <br /> | ||
=====Price List Main Menu===== | =====Price List Main Menu===== | ||
[[File:Pro Price List Main Menu.png|thumb|860x860px|Price List Main Menu]] | [[File:Pro Price List Main Menu.png|thumb|860x860px|Price List Main Menu]] | ||
| Line 35: | Line 46: | ||
=====Price List Options===== | =====Price List Options===== | ||
| − | [[File:Pro Price List Options.png|center|thumb|156x156px|Price List Options]] | + | [[File:Pro Price List Options.png|center|thumb|156x156px|Price List Options]]Notes: |
| − | ===== Price List Record Options ===== | + | *For further instructions on how to Add and Export a Price List, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]] |
| + | |||
| + | =====Price List Record Options===== | ||
[[File:Pro Price List Record Options.png|center|thumb|124x124px|Price List Record Options]] | [[File:Pro Price List Record Options.png|center|thumb|124x124px|Price List Record Options]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | *For further instructions on how to View, Edit, Delete or Tag Customer on a specific Price List record, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | ||
| − | ===== Adding Price List ===== | + | =====Adding Price List===== |
[[File:Pro Price List Add.png|center|thumb|756x756px|Price List Add]] | [[File:Pro Price List Add.png|center|thumb|756x756px|Price List Add]] | ||
<br /> | <br /> | ||
| Line 78: | Line 93: | ||
|Price based from Master List | |Price based from Master List | ||
|} | |} | ||
| + | Notes: | ||
| − | ===== Price List View Record ===== | + | *For further instructions on how to Add a Price List Template, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]] |
| + | |||
| + | =====Price List View Record===== | ||
[[File:Pro Price List View Record.png|center|thumb|1000x1000px|Price List View Record]] | [[File:Pro Price List View Record.png|center|thumb|1000x1000px|Price List View Record]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | *User has an option to Edit or Exit the Price List View. | ||
| + | *For further instructions on how to Edit and View the Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | ||
| + | |||
=====Price Master List===== | =====Price Master List===== | ||
[[File:Pro Price Master List.png|thumb|793x793px|Price Master List|center]] | [[File:Pro Price Master List.png|thumb|793x793px|Price Master List|center]] | ||
| − | <br /> | + | Notes: |
| + | |||
| + | *For further instructions on how to apply price on the Master Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Price Master Menu List | |+Price Master Menu List | ||
| Line 106: | Line 131: | ||
|Selling Price of an Item | |Selling Price of an Item | ||
|Numeric | |Numeric | ||
| + | |} | ||
| + | {| 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;" | ||
| + | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]] | ||
| + | |- 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 | ||
| + | |[[Pro 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 Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
| + | |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]] | ||
|} | |} | ||
Latest revision as of 13:05, 6 August 2021
Contents
Price List
This maintenance screen allows the users to configure the prices of the items to be used in their transaction
Requirements before using Price List Module
- The user should setup the following Maintenance Module in order to proceed on using the Price List Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Price List Main Menu
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Customer | Add Price List - Allows the user to add a Customer Record
Export Price List - Allows the user to export customer records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an Account Record | Alphanumeric |
| 3. Master List | Allows the user to access the Master List of a specific Price List | Master List Menu |
| 4. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 5. Price List Record List | List of Records of the Customer based from their Template Code, Template Name and Template Description | Price List from Price List Maintenance Module |
Price List Options
Notes:
- For further instructions on how to Add and Export a Price List, the user may visit Price List Job Aids which can be found here
Price List Record Options
Notes:
- For further instructions on how to View, Edit, Delete or Tag Customer on a specific Price List record, the user may visit Price List Job Aids which can be found here
Adding Price List
| Field | Description | Expected Output |
|---|---|---|
| 1.Template Code | Unique Reference Code when creating a Price List Template | Alphanumeric |
| 2.Template Name | Name of the Template corresponds to its code | Alphanumeric |
| 3.Template Description | Description of the Price List Template | Alphanumeric |
| 4.Search Bar | Allows the user to search of a Particular Item Price | Alphanumeric |
| 5.Item Code | Unique Reference Code of an Item | Tick/Untick to enable Price edit |
| 6.Item Name | Name of an Item based from its Item Code | Alphanumeric(Based from Items Maintenance Module) |
| 7.Selling Price | Selling price of an Item | Price based from Master List |
Notes:
- For further instructions on how to Add a Price List Template, the user may visit Price List Job Aids which can be found here
Price List View Record
Notes:
- User has an option to Edit or Exit the Price List View.
- For further instructions on how to Edit and View the Price List, the user may visit the Price List Job Aids which can be found here
Price Master List
Notes:
- For further instructions on how to apply price on the Master Price List, the user may visit the Price List Job Aids which can be found here
| Field | Description | Expected Output |
|---|---|---|
| 1.Search Bar | Allows the user to search for a specific Item | Alphanumeric |
| 2.Item Code | Unique Reference Code of an Item | Alphanumeric(Based from Items Maintenance Module) |
| 3.Item Name | Name of an Item corresponds on the Item Code | Alphanumeric(Based from Items Maintenance Module) |
| 4. Selling Price | Selling Price of an Item | Numeric |
| Modules | |
|---|---|
| Maintenance | Customer | Items | Price List |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Job Aid Modules | |
| Maintenance Aids | Customers Job Aids | Items Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |