You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Pro Item Tracking Job Aids"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | {{DISPLAYTITLE:Item Tracking Job Aids}} | + | {{DISPLAYTITLE:Item Tracking Job Aids}}<div style="text-align: center;"> |
| − | + | [[Pro Item Tracking|Item Tracking]] | [[Pro Items|Items]] | [[Pro Item Tracking Job Aids|Item Tracking Job Aids]] | |
| + | </div><br /> | ||
==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>== | ==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>== | ||
======<span class="mw-headline ve-pasteProtect" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Exporting Item Tracking Report</span></span></span>====== | ======<span class="mw-headline ve-pasteProtect" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Exporting Item Tracking Report</span></span></span>====== | ||
| Line 13: | Line 14: | ||
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | ||
| − | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] | + | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] |
| − | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | + | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] |
#Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br /> | #Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br /> | ||
#Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br /> | #Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br /> | ||
| Line 23: | Line 24: | ||
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | #Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]] | ||
| − | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] | + | #Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]] |
| − | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] | + | #*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]] |
#Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br /> | #Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br /> | ||
| − | #Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br /> | + | #Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]] |
| + | |||
| + | <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;" | ||
| + | |+ 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;" |'''Reports''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Inventory Report | ||
| + | | style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Inventory Report | ||
| + | | style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- 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]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Purchase | ||
| + | | style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Items|Items]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Purchase Aids | ||
| + | | style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
| + | |}<br /> | ||
Latest revision as of 12:26, 12 August 2021
Contents
Item Tracking Job Aids
Exporting Item Tracking Report
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Click the CSV button to Extract the report into CSV Excel File
- The user has an option to filter the record by Date Range or using the Search Bar.
- The user has an option to filter the record by Date Range or using the Search Bar.
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_02.1.png)
_-_Step_03.png)
_-_Step_03.1.png)
Viewing Detailed Quantity Sold
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Under Item Tracking Menu, Click the Quantity under Qty Sold Column
- Once Clicked, select a voucher to view its details
%20-%20Step%2002.png){kind=tracking}
%20-%20Step%2002.1.png){kind=tracking}
_-_Step_03.png)
_-_Step_04.png)
Viewing Detailed Quantity Purchase
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Inventory Reports then click Item Tracking
- The user can also click the Search bar then look for Item Tracking
- The user can also click the Search bar then look for Item Tracking
- Under Item Tracking Menu, Click the Quantity under Qty Purchase Column
- Once Clicked, select a voucher to view its details
_-_Step_03.png)
_-_Step_04.png)
| Reports | |
|---|---|
| Inventory Report | Sales Report | Purchase Report | Item Tracking |
| Reports Job Aid Aids | |
| Inventory Report | Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids |
| Modules | |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Maintenance | Items |
| Job Aid Modules | |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |
| Maintenance Aids | Items Job Aids |