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Difference between revisions of "Oojeema Pro Price List Job Aids"
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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]] | ||
| Line 34: | Line 34: | ||
#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 | ||
| Line 42: | Line 42: | ||
#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]] | ||
| Line 48: | Line 48: | ||
#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]] | ||
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 |