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Difference between revisions of "Pro Sales"

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{{DISPLAYTITLE:Sales Module}}
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{{DISPLAYTITLE:Sales Module}}<div style="text-align: center;">
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[[Pro Sales|Sales]] | [[Pro Sales and Service Invoice|Sales and Service Invoice]] | [[Pro Receive Payments|Receive Payments]] | [[Oojeema Pro Sales Job Aids|Sales Module Aids]]
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</div>
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==Sales==
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Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.
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=====<span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Module</span>=====
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*The user should setup the following Maintenance Module in order to proceed on using the Sales Module
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*#[[Pro Customer|Customer]]
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*#[[Pro Items|Items]]
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*#[[Pro Price List|Price List]]
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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:
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*#[[Oojeema Pro Customers Job Aids|Customers Job Aids]]
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*#[[Oojeema Pro Items Job Aids|Items Job Aids]]
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*#[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
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*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
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=====Sales Module Menu List=====
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[[File:Pro Sales Menu List.png|center|thumb|938x938px|Sales Menu List]]
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<br />
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{| class="wikitable"
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|+Module List
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!Field
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!Description
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|-
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|1.Create New Invoice
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|Allows the user to create an Invoice Transaction. This can be a
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*Sales Invoice - Documents for sales of goods
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*Service Invoice - Supplemental documents for sales of service
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|-
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|2.Receive Payment
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|Allows the user to create a transaction for Paying Invoices.
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|-
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|3.Options
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|Allows the user to Export or Import the list of Records
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|-
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|4.Record Filter
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|Allows the user to set a specific filter options for precise searching of records
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|-
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|5.Status Tab
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|Allows the user to set and filter the records based from its status. It can be
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*Unpaid - Records that have not yet paid.
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*With Partial Payment - Records that have down payments
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*Paid - Records that are fully paid
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*Cancelled - Records that have been cancelled.
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*All - All records without filters.
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|}<br />
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=====Create New Invoice Menu List=====
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[[File:Pro Create New Invoice Menu List.png|center|thumb|Create New Invoice Menu List]]
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<br />
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=====Options Menu List=====
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[[File:Pro Sales Options Menu List.png|center|thumb|171x171px|Sales Options Menu List]]
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=====Record Option List=====
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[[File:Pro Record Option List.png|center|thumb|156x156px|Record Option List]]Notes:
 +
 
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*The user can only Edit, Receive Payment and Cancel the transaction if the status is still '''UNPAID.'''
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**Detailed steps on how to View, Edit and Cancel Invoice records can be found [[Oojeema Pro Sales Job Aids|here]]
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====Import Sales Menu List====
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[[File:Pro Import Sales Menu List.png|center|thumb|583x583px|Import Sales Menu List]]
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Notes:
 +
 
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The user should setup the following Maintenance Module in order to proceed on using the Sales Module
 +
 
 +
#[[Pro Customer|Customer]]
 +
#[[Pro Items|Items]]
 +
#[[Pro Price List|Price List]]
 +
#[[Pro Tax|Tax]]
 +
 
 +
{| 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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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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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="" |Sales
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| style="" |[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> |</nowiki>[[Pro Tax|Tax]]
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|-
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|Reports
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|[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]<nowiki> | </nowiki>[[Pro Audit Trail|Audit Trail]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]]
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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="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Customers Job Aids|Customers 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]]<nowiki> | </nowiki>[[Oojeema Pro Sales Invoice Print Job Aids|Sales Invoice Print Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]<nowiki> | </nowiki>[[Pro Audit Trail Job Aids|Audit Trail Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
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|}
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<br />

Latest revision as of 13:23, 12 August 2021

Sales

Allows the users to create Sales Invoice and Service Invoice transactions as well as Receiving payments base from transactions.

Requirements before using Sales Module
Sales Module Menu List
Sales Menu List


Module List
Field Description
1.Create New Invoice Allows the user to create an Invoice Transaction. This can be a
  • Sales Invoice - Documents for sales of goods
  • Service Invoice - Supplemental documents for sales of service
2.Receive Payment Allows the user to create a transaction for Paying Invoices.
3.Options Allows the user to Export or Import the list of Records
4.Record Filter Allows the user to set a specific filter options for precise searching of records
5.Status Tab Allows the user to set and filter the records based from its status. It can be
  • Unpaid - Records that have not yet paid.
  • With Partial Payment - Records that have down payments
  • Paid - Records that are fully paid
  • Cancelled - Records that have been cancelled.
  • All - All records without filters.


Create New Invoice Menu List
Create New Invoice Menu List


Options Menu List
Sales Options Menu List
Record Option List
Record Option List

Notes:

  • The user can only Edit, Receive Payment and Cancel the transaction if the status is still UNPAID.
    • Detailed steps on how to View, Edit and Cancel Invoice records can be found here

Import Sales Menu List

Import Sales Menu List

Notes:

The user should setup the following Maintenance Module in order to proceed on using the Sales Module

  1. Customer
  2. Items
  3. Price List
  4. Tax
Categories:
Modules
Sales Sales and Service Invoice | Receive Payments
Maintenance Customer | Items | Price List |Tax
Reports Sales Report | Item Tracking | Audit Trail | Sales Journal | Sales Relief
Job Aid Modules
Sales Aids Sales Job Aids
Maintenance Aids Customers Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids | Sales Invoice Print Job Aids
Reports Aids Sales Report Job Aids | Item Tracking Job Aids | Audit Trail Job Aids | Sales Journal Job Aids | Sales Relief Job Aids


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