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Version of 11:57, 25 June 2021 by Gelo
Difference between revisions of "Oojeema Pro Price List Job Aids"
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{{DISPLAYTITLE:Price List Job Aids}} | {{DISPLAYTITLE:Price List Job Aids}} | ||
| + | |||
| + | <div style="text-align: center;"> | ||
| + | [[Oojeema Pro Customers Job Aids|Customers Job Aids]] | [[Oojeema Pro Items Job Aids|Items Job Aids]] | [[Oojeema Pro Price List Job Aids|Price List Job Aids]] | ||
| + | </div> | ||
==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Price List Job Aids</span>== | ==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}">Price List Job Aids</span>== | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|center|465x465px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_02.png]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|center|465x465px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_02.png]] |
#Under Price List, Click Options then choose '''Add''' '''New Price List'''[[File:Pro Price List (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_03.png]] | #Under Price List, Click Options then choose '''Add''' '''New Price List'''[[File:Pro Price List (Create) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_03.png]] | ||
#Fill up the necessary fields in the Header Part[[File:Pro Price List (Create) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_04.png]] | #Fill up the necessary fields in the Header Part[[File:Pro Price List (Create) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Create)_-_Step_04.png]] | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Price List (View) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_03.png]] | #Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Price List (View) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_03.png]] | ||
#User has an option to Edit the record or Exit the viewing of record[[File:Pro Price List (View) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_04.png]] | #User has an option to Edit the record or Exit the viewing of record[[File:Pro Price List (View) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(View)_-_Step_04.png]] | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Price List (Edit) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_03.png]] | #Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Price List (Edit) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_03.png]] | ||
#Update the necessary fields[[File:Pro Price List (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_04.png]] | #Update the necessary fields[[File:Pro Price List (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Edit)_-_Step_04.png]] | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Price List (Delete) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Delete)_-_Step_03.png]] | #Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Price List (Delete) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Delete)_-_Step_03.png]] | ||
#Click Yes to Confirm the deletion process | #Click Yes to Confirm the deletion process | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose '''Tag Customer'''[[File:Pro Price List (Tag Customer) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Tag_Customer)_-_Step_03.png]] | #Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose '''Tag Customer'''[[File:Pro Price List (Tag Customer) - Step 03.png|center|147x147px|link=https://docs.oojeema.com/File:Pro_Price_List_(Tag_Customer)_-_Step_03.png]] | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List Menu, Click Master List[[File:Pro Price List (Master List) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_03.png]] | #Under Price List Menu, Click Master List[[File:Pro Price List (Master List) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_03.png]] | ||
#Update the necessary prices on its corresponding fields[[File:Pro Price List (Master List) - Step 04.png|center|876x876px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_04.png]] | #Update the necessary prices on its corresponding fields[[File:Pro Price List (Master List) - Step 04.png|center|876x876px|link=https://docs.oojeema.com/File:Pro_Price_List_(Master_List)_-_Step_04.png]] | ||
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | #On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]] | ||
| − | #Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] | + | #Under Maintenance Side Bar, Click '''[[Pro Price List|Price List]]'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]] |
#Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]] | #Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]] | ||
| + | |||
| + | {| 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 13:14, 6 August 2021
Contents
Price List Job Aids
Managing Price List
Adding Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List, Click Options then choose Add New Price List
- Fill up the necessary fields in the Header Part
- Tick the following Items that need to modify its Price
- Click Save
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
_-_Step_04.png)
_-_Step_05.png)
_-_Step_06.png)
Viewing Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose View
- User has an option to Edit the record or Exit the viewing of record
%20-%20Step%2002.png)
_-_Step_03.png)
_-_Step_04.png)
Editing Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
_-_Step_03.png)
_-_Step_04.png)
Deleting Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
_-_Step_03.png)
_-_Step_04.png)
Tagging a Customer on a Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose Tag Customer
_-_Step_03.png)
Managing Master Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List Menu, Click Master List
- Update the necessary prices on its corresponding fields
- Click OK
_-_Step_03.png)
_-_Step_04.png)
Exporting Price List
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Price List
- Under Price List Menu, Click Options then click Export Price List
_-_Step_03.png)
| 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 |