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Difference between revisions of "Setting Up Oojeema Prime"

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====Users Group====
 
====Users Group====
−
<span style="color: #000000">Us</span><span style="color: #000000">ers Group maintenance screen allows the user to configure and add User on a specific group. This is also used to restrict specific modules that a specific user can use.</span>
+
[[File:Maintenance - Users Group - Record List.png|border|center|1075x1075px]]
 +
 
 +
 
 +
'''<span style="color: #000000">Us</span><span style="color: #000000">ers Group</span>''' <span style="color: #000000">maintenance screen allows the user to configure and add User on a specific group. This is also used to restrict specific modules that a specific user can use.</span>
  
 
=====Creating Users Group=====
 
=====Creating Users Group=====
  
−
#Click Maintenance then choose Users Group
+
#Click [[Users Group]] under Maintenance Menu
−
#Under Users Group Menu, click Add Users Group
+
#Under [[Users Group]] Screen, Click '''Add Users Group'''
−
#Fill up the required fields then click Save. Notes: Fields with * are required to be filled up.
+
#Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
  
 +
[[File:Maintenance - Users Group - Add.png|border|center|974x974px]]
 +
<br />
 
====Position====
 
====Position====
−
The Position maintenance allows the users to configure the position of the other users that will be using the system.
+
[[File:Maintenance - Position - Record List.png|border|center|1066x1066px]]
  
−
=====Creating Position=====
 
  
−
#Click Maintenance then choose Position
+
The '''Position''' maintenance allows the users to configure the position of the other users that will be using the system.
−
#Under Position Menu, click Add Position
+
=====Adding Position=====
−
#Fill up the required fields then Click Save.  Note: Fields with * are required to be filled up.
 
  
 +
#Click [[Position]] under Maintenance Menu
 +
#Under [[Position]] Screen, Click Add Position
 +
#Fill out the necessary fields then click Save.
 +
 +
[[File:Maintenance - Position - Add.png|border|center|1123x1123px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Add.png]]<br />
 
=====Importing Position=====
 
=====Importing Position=====
  
−
#Click Maintenance then choose Position
+
#Click [[Position]] under Maintenance Menu
−
#Under Position Menu, click Options then choose Import Position
+
#Under [[Position]] Screen, click Options then click '''Import Position'''
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click '''Import''' to proceed
  
 +
[[File:Maintenance - Position - Import.png|border|center|1079x1079px|link=https://docs.oojeema.com/File:Maintenance_-_Position_-_Import.png]]<br />
 
====Users====
 
====Users====
−
Users maintenance screen allows the user to configure and add Users that can use their system.
+
[[File:Maintenance - Users - Record List.png|border|center|1100x1100px]]
 +
 
 +
 
 +
'''Users''' maintenance screen allows the user to configure and add Users that can use their system.
  
−
=====Creating Users=====
+
=====<span class="mw-headline" id="Adding_Users" style="box-sizing: inherit;">Adding Users</span>=====
  
−
#Click Maintenance then choose Users
+
#Click [[Users]] under Maintenance Module
−
#Under Users Menu, click Add Users
+
#Under [[Users]] Screen, Click Add Users
−
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
+
#Fill out the necessary fields then click Save. Note: Fields with * are require fields
  
 +
[[File:Maintenance - Users - Add.png|border|center|1038x1038px]]
 +
<br />
 
=====Importing Users=====
 
=====Importing Users=====
  
−
#Click Maintenance then choose Users
+
#Click [[Users]] under Maintenance Menu
−
#Under Users Menu, click Options then choose Import Users
+
#Under [[Users]] Menu, click Options then click '''Import Users'''
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click '''Import''' to proceed
  
 +
[[File:Maintenance - Users - Import.png|border|center|1024x1024px]]
 +
<br />
 
====Chart of Accounts====
 
====Chart of Accounts====
−
The Chart of Account maintenance lists all the financial accounts included in the financial statements of a company. This maintenance module categorizes financial transactions that are conducted by the company during a specific accounting period.
+
[[File:Maintenance - Chart of Account - Record List.png|border|center|1107x1107px]]
 +
 
 +
 
 +
The '''Chart of Account''' maintenance lists all the financial accounts included in the financial statements of a company. This maintenance module categorizes financial transactions that are conducted by the company during a specific accounting period.
  
 
=====Creating Chart of Accounts=====
 
=====Creating Chart of Accounts=====
  
−
#Click Maintenance then choose Chart of Account
+
#Click [[Chart of Account]] under Maintenance Menu
−
#Under Chart of Accounts Menu, Click Add Chart of Account
+
#Under Chart of Account Menu Screen, Click Add Chart of Account
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up
  
 +
[[File:Maintenance - Chart of Account - Add.png|border|center|1025x1025px]]
 +
<br />
 
=====Importing Chart of Accounts=====
 
=====Importing Chart of Accounts=====
  
−
#Click Maintenance then choose Chart of Account
+
#Click [[Chart of Account]] under Maintenance Menu
−
#Under Chart of Accounts Menu, Click Options then choose Import Chart of Account
+
#Under [[Chart of Account]] Menu, Click Options then click Import Chart of Account
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template. Note: There should be an existing Parent Account record in the system before importing Child Accounts.
 
#Fill up the information needed for each column of the template. Note: There should be an existing Parent Account record in the system before importing Child Accounts.
−
#Upload the updated template then click Import to Proceed
+
#Upload the updated file then click Import to Proceed
  
 +
[[File:Maintenance - Chart of Account - Import.png|border|center|1017x1017px]]
 +
<br />
 
====Account Codes====
 
====Account Codes====
 
The Account Codes Maintenance screen allows users to configure accounting entry preferences for transactions. Note: Chart of Accounts must be setup in order to edit the Account Codes
 
The Account Codes Maintenance screen allows users to configure accounting entry preferences for transactions. Note: Chart of Accounts must be setup in order to edit the Account Codes
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=====Setting up Account Codes=====
 
=====Setting up Account Codes=====
  
−
#Click Maintenance then choose Account Codes
+
#Click [[Account Codes]] under Maintenance Menu
−
#Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow then click Save
+
#Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow of Purchase Account or Sales Account then click Save
 +
 
 +
[[File:Maintenance - Account Codes - Edit.png|border|center|1039x1039px]]
 +
<br />
 +
====ATC Code====
 +
[[File:Maintenance - ATC Codes - Record List.png|border|center|1065x1065px]]
 +
 
  
−
====ATC Codes====
 
 
Alphanumeric Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. Note: Chart of Accounts must be set up in order to create and import ATC Codes.
 
Alphanumeric Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. Note: Chart of Accounts must be set up in order to create and import ATC Codes.
  
 
=====Creating ATC Records=====
 
=====Creating ATC Records=====
  
−
#Click Maintenance then choose ATC Code
+
#Click [[ATC Code]] under Maintenance Menu
−
#Under ATC Code Menu, Click Add ATC Code
+
#Under ATC Code Screen, Click Add ATC Code
 
#Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - ATC Codes - Add.png|border|center|970x970px]]
 +
<br />
 
=====Importing ATC Records=====
 
=====Importing ATC Records=====
  
−
#Click Maintenance then choose ATC Code
+
#Click [[ATC Code]] under Maintenance Menu
−
#Under ATC Code Menu, Click Options then choose Import ATC Code
+
#Under ATC Code Screen, Click Options then click Import ATC Code
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to Proceed
 
#Upload the updated template then click Import to Proceed
  
 +
[[File:Maintenance - ATC Codes - Import.png|center|1500x1500px]]
 +
<br />
 
====Tax====
 
====Tax====
 +
[[File:Maintenance - Tax - Record List.png|border|center|1500x1500px]]
 +
 +
 
Tax Maintenance screen allows the user to configure and add tax types to be used on their transactions. Note: Chart of Accounts should be setup before creating or importing Tax Records
 
Tax Maintenance screen allows the user to configure and add tax types to be used on their transactions. Note: Chart of Accounts should be setup before creating or importing Tax Records
  
 
=====Creating Tax=====
 
=====Creating Tax=====
  
−
#Click Maintenance then choose Tax
+
#Click [[Tax]] under Maintenance Menu
−
#Under Tax Menu, click Add Tax
+
#Under Tax Menu Screen, click Add Tax
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Tax - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Tax=====
 
=====Importing Tax=====
  
−
#Click Maintenance then choose Tax
+
#Click [[Tax]] under Maintenance Menu
−
#Under Tax Menu, click options then choose Import Tax
+
#Under Tax Menu, click options then click Import Tax
−
#Download the Template provided in Step 1.
+
#Download the Template provided under Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to Proceed
 
#Upload the updated template then click Import to Proceed
  
 +
[[File:Maintenance - Tax - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Unit of Measure====
 
====Unit of Measure====
 +
[[File:Maintenance - Unit of Measure - Record List.png|border|center|1500x1500px]]
 +
 +
 
Unit of Measure maintenance allows the user to configure and add Unit of Measure on the items.
 
Unit of Measure maintenance allows the user to configure and add Unit of Measure on the items.
  
 
=====Creating Unit of Measure=====
 
=====Creating Unit of Measure=====
  
−
#Click Maintenance then choose Unit of Measure
+
#Click [[Unit of Measure]] under Maintenance Menu
−
#Under Unit of Measure Menu, click Add Unit of Measure
+
#Under Unit of Measure Screen, click Add Unit of Measure
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Unit of Measure - Add.png|border|center|1500x1500px]]
 +
<br />
 
====Item Class====
 
====Item Class====
 +
[[File:Maintenance - Item Class - Record List.png|border|center|1500x1500px]]
 +
 +
 
The Item Class Maintenance screen allows the users to configure the item class to be used on categorizing their items.  
 
The Item Class Maintenance screen allows the users to configure the item class to be used on categorizing their items.  
  
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=====Creating Item Class=====
 
=====Creating Item Class=====
  
−
#Click Maintenance then choose Item Class
+
#Click [[Item Class]] under Maintenance Menu
 
#Under Item Class Menu, click Add Item Class
 
#Under Item Class Menu, click Add Item Class
 
#Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Item Class - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Item Class=====
 
=====Importing Item Class=====
  
−
#Click Maintenance then choose Item Class
+
#Click [[Item Class]] under Maintenance Menu
−
#Under Item Class Menu, click options then choose Import Item Class
+
#Under Item Class Screen, click options then click Import Item Class
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to Proceed
+
#Upload the updated file then click Import to Proceed
  
 +
[[File:Maintenance - Item Class - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Item Type====
 
====Item Type====
 +
[[File:Maintenance - Item Type - Record List.png|border|center|1500x1500px]]
 +
 +
 
Item Type Maintenance screen allows the users to configure and add item type on their items.
 
Item Type Maintenance screen allows the users to configure and add item type on their items.
  
 
=====Creating Item Type=====
 
=====Creating Item Type=====
  
−
#Click Maintenance then choose Item Type
+
#Click [[Item Type]] under Maintenance Menu
 
#Under Item Type Menu, click Add Item Type
 
#Under Item Type Menu, click Add Item Type
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Item Type - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Item Type=====
 
=====Importing Item Type=====
  
−
#Click Maintenance then choose Item Type
+
#Click [[Item Type]] under Maintenance Menu
−
#Under Item Type Menu, click options then choose Import Item Type
+
#Under Item Type Screen, click options then click Import Item Type
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to Proceed
 
#Upload the updated template then click Import to Proceed
  
 +
[[File:Maintenance - Item Type - Import.png|border|center|1825x1825px]]
 +
<br />
 
====Brand====
 
====Brand====
 +
[[File:Maintenance - Brand - Record List.png|border|center|1500x1500px]]
 
Brand maintenance screen allows users to add and configure Brand for their items.
 
Brand maintenance screen allows users to add and configure Brand for their items.
  
 
=====Creating Brand=====
 
=====Creating Brand=====
  
−
#Click Maintenance then choose Brand
+
#Click [[Brand]] under Maintenance Menu
−
#Under Brand Menu, click Add Brand
+
#Under Brand Screen, click Add Brand
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Brand - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Brand=====
 
=====Importing Brand=====
  
−
#Click Maintenance then choose Brand
+
#Click [[Brand]] under Maintenance Menu
−
#Under Brand Menu, click options then choose Import Brand
+
#Under Brand Menu, click options then click Import Brand
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
−
#Fill up the information needed for each column of the template.
+
#Fill up the information needed for each columns of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click Import to proceed
  
 +
[[File:Maintenance - Brand - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Item Master====
 
====Item Master====
 +
[[File:Maintenance - Item Master - Record List.png|border|center|1500x1500px]]
 +
 +
 
Item Master Maintenance screen allows the users to configure and add items to be used on their transaction.
 
Item Master Maintenance screen allows the users to configure and add items to be used on their transaction.
  
 
=====Creating Item Master=====
 
=====Creating Item Master=====
  
−
#Click Maintenance then choose Item Master
+
#Click [[Item Master]] under Maintenance Menu
 
#Under Item Master Menu, click Add Item Master
 
#Under Item Master Menu, click Add Item Master
−
#Fill up the required fields then click Save.
+
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 +
 
 +
[[File:Maintenance - Item Master - Add.png|border|center|1912x1912px]]
  
 
Notes
 
Notes
  
−
*Fields with * are required to be filled up.
 
 
*When accounting entries are automatically created, it creates entries based on the defaulted accounting details for the Item. If no accounting detail is maintained in Item Master, it automatically uses the accounting details maintained for its Item Class.
 
*When accounting entries are automatically created, it creates entries based on the defaulted accounting details for the Item. If no accounting detail is maintained in Item Master, it automatically uses the accounting details maintained for its Item Class.
  
 
=====Importing Item Master=====
 
=====Importing Item Master=====
  
−
#Click Maintenance then choose Item Master
+
#Click [[Item Master]] under Maintenance Menu
−
#Under Item Master Menu, click options then choose Import Item Master
+
#Under Item Master Menu, click options then click Import Item Master
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to proceed
 
#Upload the updated template then click Import to proceed
  
−
====Bill of Materials====
+
[[File:Maintenance - Item Master - Import.png|border|center|1500x1500px]]
−
Bill of Materials maintenance allows the user to add Items that compose a Bundled Item.  
+
<br />
 +
====Warehouse====
 +
[[File:Maintenance - Warehouse - Record List.png|border|center|1500x1500px|link=https://docs.oojeema.com/File:Maintenance_-_Warehouse_-_Record_List.png]]
  
−
Note: Item Master should be set up in order to create a Bill of Material record and there should be an Item record that is considered a Bundle in order to proceed.
 
  
−
=====Creating Bill of Materials=====
 
−
 
−
#Click Maintenance then choose Bill of Materials
 
−
#Under Bill of Materials Module, click Add New BOM
 
−
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
−
 
−
====Warehouse====
 
 
Warehouse maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.
 
Warehouse maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.
  
 
=====Creating Warehouse=====
 
=====Creating Warehouse=====
  
−
#Click Maintenance then choose Warehouse
+
#Click [[Warehouse]] under Maintenance Menu
 
#Under Warehouse Menu, click Add Warehouse
 
#Under Warehouse Menu, click Add Warehouse
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
 
#Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Warehouse - Add.png|center|1500x1500px]]
 +
<br />
 
=====Importing Warehouse=====
 
=====Importing Warehouse=====
  
−
#Click Maintenance then choose Warehouse
+
#Click [[Warehouse]] under Maintenance Menu
−
#Under Warehouse Menu, click Options then choose Import Warehouse
+
#Under Warehouse Menu, click Options then click Import Warehouse
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click Import to proceed.
  
 +
[[File:Maintenance - Warehouse - Import.png|border|center|1712x1712px]]
 +
<br />
 
====Customer====
 
====Customer====
 +
[[File:Maintenance - Customer - Record List.png|border|center|1500x1500px]]
 +
 +
 
Customer maintenance screen allows users to configure and add customers that will be used on their transactions.
 
Customer maintenance screen allows users to configure and add customers that will be used on their transactions.
  
 
=====Creating Customer=====
 
=====Creating Customer=====
  
−
#Click Maintenance then choose Customer
+
#Click [[Customer]] under Maintenance Menu
−
#Under Customer Menu, click Add Customer
+
#Under Customer Screen, click Add Customer
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Customer - Add.png|link=https://docs.oojeema.com/File:Maintenance%20-%20Customer%20-%20Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Customer=====
 
=====Importing Customer=====
  
−
#Click Maintenance then choose Customer
+
#Click Maintenance then click Customer
−
#Under Customer Menu, click Options then choose Import Customer
+
#Under Customer Screen, click Options then click Import Customer
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click Import to proceed
  
 +
[[File:Maintenance - Customer - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Supplier====
 
====Supplier====
 +
[[File:Maintenance - Supplier - Record List.png|border|center|1500x1500px]]
 +
 +
 
Supplier maintenance screen allows the user to configure and add Supplier to be assigned when creating purchasing transactions
 
Supplier maintenance screen allows the user to configure and add Supplier to be assigned when creating purchasing transactions
  
 
=====Creating Supplier=====
 
=====Creating Supplier=====
  
−
#Click Maintenance then choose Supplier
+
#Click [[Supplier]] under Maintenance Menu
−
#Under Supplier Menu, click Add Supplier
+
#Under Supplier Menu Screen, click Add Supplier
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Supplier - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Supplier=====
 
=====Importing Supplier=====
  
−
#Click Maintenance then choose Supplier
+
#Click [[Supplier]] under Maintenance Menu
−
#Under Supplier Menu, click Options then choose Import Supplier
+
#Under Supplier Menu, click Options then click Import Supplier
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to proceed
 
#Upload the updated template then click Import to proceed
  
 +
[[File:Maintenance - Supplier - Import.png|border|center|1501x1501px]]
 +
<br />
 
====Price List====
 
====Price List====
 +
[[File:Maintenance - Price List - Record List.png|border|center|1500x1500px]]
 +
 +
 
Price List maintenance screen allows the users to configure the prices of the items to be used in their transaction
 
Price List maintenance screen allows the users to configure the prices of the items to be used in their transaction
  
 
=====Creating Price List=====
 
=====Creating Price List=====
  
−
#Click Maintenance then choose Price List
+
#Click [[Price List]] under Maintenance Menu
−
#Under Price List Menu, click Add Price List
+
#Under Price List Screen, click Add Price List
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Price List - Add.png|center|1500x1500px]]
 +
<br />
 
=====Importing Price List=====
 
=====Importing Price List=====
  
−
#Click Maintenance then choose Price List
+
#Click [[Price List]] under Maintenance Menu
−
#Under Price List Menu, click Options then choose Import Price List
+
#Under Price List Menu, click Options then click Import Price List
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to proceed
 
#Upload the updated template then click Import to proceed
  
−
=====Creating Master Price List=====
+
[[File:Maintenance - Price List - Import.png|border|center|1870x1870px]]
 +
<br />
 +
=====Adjusting Master Price List=====
  
−
#Click Maintenance then choose Price List
+
#Click [[Price List]] under Maintenance Menu
 
#Under Price List Menu, Click Master Price List
 
#Under Price List Menu, Click Master Price List
−
#Under Master Price List Menu, Click the Edit Icon to then Adjust the Prices
+
#Under Master List Menu, In selling price tab, Click the Pen shape button in order to edit its selling price
 
#Click the Save Icon to Update the Prices
 
#Click the Save Icon to Update the Prices
  
 +
[[File:Maintenance - Price List - Master Price List - Edit.png|border|center|1683x1683px]]
 +
<br />
 
=====Importing Master Price List=====
 
=====Importing Master Price List=====
  
−
#Click Maintenance then choose Price List
+
#Click [[Price List]] under Maintenance Menu
−
#Under Price List Menu, click Master Price List
+
#Under Price List Screen, click Master Price List
−
#Under Master Price List Menu, click Options then click Import Master List
+
#Under Master List Menu, click Options then click Import Master List
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click Import to proceed
  
 +
[[File:Maintenance - Price List - Master Price List - Import.png|border|center|2208x2208px]]
 +
<br />
 
====Sales Person====
 
====Sales Person====
 +
[[File:Maintenance - Sales Person - Record List.png|border|center|1500x1500px]]
 +
 +
 
Sales Person maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
 
Sales Person maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.
  
 
=====Creating Sales Person=====
 
=====Creating Sales Person=====
  
−
#Click Maintenance then choose Sales Person
+
#Click [[Sales Person]] under Maintenance Menu
−
#Under Sales Person Menu, click Add Sales Person
+
#Under Sales Person Screen, click Add Sales Person
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Sales Person - Add.png|border|center|1500x1500px]]
 +
<br />
 
=====Importing Sales Person=====
 
=====Importing Sales Person=====
  
−
#Click Maintenance then choose Sales Person
+
#Click [[Sales Person]] under Maintenance Menu
−
#Under Sales Person Menu, click Options then choose Import Sales Person
+
#Under Sales Person Screen, click Options then choose Import Sales Person
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
−
#Upload the updated template then click Import to proceed
+
#Upload the updated file then click Import to proceed
  
 +
[[File:Maintenance - Sales Person - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Currency====
 
====Currency====
 +
[[File:Maintenance - Currency - Record List.png|center|1500x1500px]]
 +
 +
 
The Currency Maintenance screen allows users to configure and add the currencies that will be used on their transaction.
 
The Currency Maintenance screen allows users to configure and add the currencies that will be used on their transaction.
  
 
=====Creating Currency=====
 
=====Creating Currency=====
  
−
#Click Maintenance then choose Currency
+
#Click [[Currency]] under Maintenance Menu
−
#Under Currency Menu, click Add Currency
+
#Under Currency Screen, click Add Currency
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Currency - Add.png|border|center|1500x1500px]]
 +
<br />
 
====Exchange Rate====
 
====Exchange Rate====
 +
[[File:Maintenance - Exchange Rate - Record List.png|border|center|1500x1500px]]
 +
 +
 
The Exchange Rate maintenance screen allows the users to configure the exchange rate from the base currency to a foreign currency.
 
The Exchange Rate maintenance screen allows the users to configure the exchange rate from the base currency to a foreign currency.
  
 
=====Creating Exchange Rate=====
 
=====Creating Exchange Rate=====
  
−
#Click Maintenance then choose Exchange Rate
+
#Click [[Exchange Rate]] under Maintenance Menu
−
#Under Exchange Rate Menu, click Add Exchange Rate
+
#Under Exchange Rate Screen, click Add Exchange Rate
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
 +
[[File:Maintenance - Exchange Rate - Add.png|border|center|1500x1500px]]
 +
<br />
 
====Proforma====
 
====Proforma====
 +
[[File:Maintenance - Proforma - Record List.png|border|center|1500x1500px]]
 +
 +
 
The Proforma maintenance screen allows the user to configure proforma entries that can be used in transactions such as Accounts Payable, Accounts Receivable, etc.
 
The Proforma maintenance screen allows the user to configure proforma entries that can be used in transactions such as Accounts Payable, Accounts Receivable, etc.
  
 
=====Creating Proforma=====
 
=====Creating Proforma=====
  
−
#Click Maintenance then choose Proforma
+
#Click [[Proforma]] under Maintenance Menu
−
#Under Proforma Menu, click Add Proforma
+
#Under Proforma Screen, click Add Proforma
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
  
−
=====Importing Proforma=====
+
[[File:Maintenance - Proforma - Add.png|border|center|1500x1500px]]
−
 
 
−
#Click Maintenance then choose Proforma
 
−
#Under Proforma Menu, click Options then choose Import Proforma
 
−
#Download the Template provided in Step 1.
 
−
#Fill up the information needed for each column of the template.
 
−
#Upload the updated template then click Import to proceed
 
  
 
====Bank====
 
====Bank====
 +
[[File:Maintenance - Bank - Record List.png|border|center|1500x1500px]]
 
The Bank maintenance screen allows users to configure and add the Bank that they will use in a transaction.
 
The Bank maintenance screen allows users to configure and add the Bank that they will use in a transaction.
  
 
=====Creating Bank=====
 
=====Creating Bank=====
  
−
#Click Maintenance then choose Bank
+
#Click [[Bank]] under Maintenance Menu
−
#Under Bank Menu, click Add Bank
+
#Under Bank Menu Screen, click Add Bank
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 
#Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
 +
 +
[[File:Maintenance - Bank - Add.png|border|center|1500x1500px]]
  
 
=====Importing Bank=====
 
=====Importing Bank=====
  
−
#Click Maintenance then choose Bank
+
#Click [[Bank]] under Maintenance Menu
−
#Under Bank Menu, click Options then choose Import Bank
+
#Under Bank Menu, click Options then click Import Bank
−
#Download the Template provided in Step 1.
+
#Download the Template link provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
 
#Upload the updated template then click Import to proceed
 
#Upload the updated template then click Import to proceed
  
 +
[[File:Maintenance - Bank - Import.png|border|center|1500x1500px]]
 +
<br />
 
====Beginning Balance Setup====
 
====Beginning Balance Setup====
  
 
=====Requirements=====
 
=====Requirements=====
 +
The user should set up the following modules in order to Import Beginning Balances.
  
−
=====Beginning Balance Procedure=====
+
*[[Item Class]]
 +
*[[Item Type]]
 +
*[[Unit of Measure]]
 +
*[[Item Master]]
 +
*[[Warehouse]]
  
−
====Financial Module Manual====
+
=====Import Beginning Balance=====
  
−
====Accounts Receivable====
+
#Click [[Inventory Adjustment]] under Inventory Menu
−
 
+
#Take note that there is also other users that using the system. Make sure to give them a heads-up that you will be doing an inventory adjustments. Click '''Proceed''' to continue.
−
=====Requirements=====
+
#Under Inventory, Click Import Beginning Balance
−
 
+
#Choose the date of the Beginning Balance to take effect before proceeding or click skip.
−
=====Creating Accounts Receivable from Sales Module Transaction=====
+
#Download the Template provided in Step 1.
−
 
+
#Fill up the information needed for each column of the template.
−
======Creating Sales Quotation (Optional)======
+
#Upload the updated template then click Import to proceed
−
 
 
−
======Creating Sales Order======
 
−
 
 
−
======Creating Delivery Receipt======
 
−
 
 
−
======Creating Sales Invoice======
 
−
 
 
−
======Creating Manual Accounts Receivable======
 
−
 
 
−
=====Importing Accounts Receivable=====
 
−
 
 
−
=====Managing Accounts Receivable=====
 
−
 
 
−
======Accounts Receivable Document Status======
 
−
 
 
−
======Viewing, Editing, Cancelling and Printing of Account Receivable======
 
−
 
 
−
======Exporting Accounts Receivable List======
 
−
 
 
−
====Receipt Voucher====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating a Receipt Voucher.=====
 
−
 
 
−
======Creating Receipt Voucher – Tagging Receivables======
 
−
 
 
−
======Creating Receipt Voucher – Tagging Credit Voucher======
 
−
 
 
−
======Creating Receipt Voucher – Entering Check Details for Check Payment======
 
−
 
 
−
======Creating Receipt Voucher – Entering Accounting Details for Cash Payment======
 
−
 
 
−
======Creating Receipt Voucher from Accounts Receivable======
 
−
 
 
−
=====Managing Receipt Voucher=====
 
−
 
 
−
======Receipt Voucher Document Status======
 
−
 
 
−
======Viewing, Editing, Cancelling and Posting/Unposting of Receipt Voucher======
 
−
 
 
−
======Exporting Receipt Voucher List======
 
−
 
 
−
====Accounts Payable====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating Accounts Payable from Purchase Module Transaction=====
 
−
 
 
−
=====Creating Purchase Requisition (Optional)=====
 
−
 
 
−
=====Creating Import Purchase Order=====
 
−
 
 
−
=====Creating Purchase Order=====
 
−
 
 
−
=====Creating Purchase Receipt=====
 
−
 
 
−
=====Creating Manual Accounts Payable=====
 
−
 
 
−
=====Importing Accounts Payable=====
 
−
 
 
−
=====Managing Accounts Payable=====
 
−
 
 
−
======Accounts Payable Document Status======
 
−
 
 
−
======Viewing, Editing, Cancelling and Printing of Account Payable======
 
−
 
 
−
======Exporting Accounts Payable List======
 
−
 
 
−
====Payment Voucher====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating Payment Voucher=====
 
−
 
 
−
======Creating Payment Voucher – Tagging Payables======
 
−
 
 
−
======Creating Payment Voucher – Tagging Debit Voucher======
 
−
 
 
−
======Creating Payment Voucher – Entering Check Details for Check Payment======
 
−
 
 
−
======Creating Payment Voucher – Entering Accounting Details for Cash Payment======
 
−
 
 
−
=====Creating Payment Voucher from Accounts Payable=====
 
−
 
 
−
=====Managing Payment Voucher=====
 
−
 
 
−
======Payment Voucher Document Status======
 
−
 
 
−
======Viewing, Editing, Cancelling and Posting/Unposting of Payment Voucher======
 
−
 
 
−
======Exporting Payment Voucher List======
 
−
 
 
−
====Disbursement Voucher====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating Disbursement Voucher=====
 
−
 
 
−
======Managing Disbursement Voucher======
 
−
 
 
−
======Disbursement Voucher Document Status======
 
−
 
 
−
======Viewing, Editing, Cancelling Disbursement Voucher======
 
−
 
 
−
======Exporting Disbursement Voucher======
 
−
 
 
−
=====Journal Voucher=====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating a Journal Voucher=====
 
−
 
 
−
=====Managing Journal Voucher=====
 
−
 
 
−
======Journal Voucher Document Status======
 
−
 
 
−
======Viewing, Editing, Printing and Cancelling Journal Voucher======
 
−
 
 
−
======Importing Journal Voucher======
 
−
 
 
−
======Exporting Journal Voucher======
 
−
 
 
−
====Petty Cash====
 
−
 
 
−
=====Requirements=====
 
−
 
 
−
=====Creating a Petty Cash=====
 
−
 
 
−
=====Managing Petty Cash=====
 
−
 
 
−
======Petty Cash Voucher Document Status======
 
−
 
 
−
======Viewing, Editing, Printing and Cancelling Petty Cash======
 
−
 
 
−
======Importing Petty Cash======
 
−
 
 
−
======Paying Petty Cash======
 
−
 
 
−
======Exporting Petty Cash======
 
−
 
 
−
====Depreciation Run====
 
−
 
 
−
=====Simulating Depreciation Run=====
 
−
 
 
−
=====Exporting Depreciation Run=====
 
  
−
====Closing(Trial Balance)====
+
[[File:Inventory - Inventory Adjustment - Import Beginning Balance.png|link=https://docs.oojeema.com/File:Inventory%20-%20Inventory%20Adjustment%20-%20Import%20Beginning%20Balance.png|border|center|1853x1853px]]
 +
Notes:
  
−
=====Closing a Period(Monthly)=====
+
*Import Beginning Balance will only be available if there are no transaction records done by the user.<br />
  
−
=====Closing Books at Yearend=====
+
{| class="wikitable" style="margin: auto;"
 +
|+ 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="" |[[Maintenance]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Bank]]
 +
|- style="box-sizing: inherit;"
 +
| style="" |Inventory
 +
| style="" |[[Inventory Adjustment]]
 +
|}

Latest revision as of 13:56, 10 May 2024

Maintenance Setup

Users Group

Maintenance - Users Group - Record List.png


Users Group maintenance screen allows the user to configure and add User on a specific group. This is also used to restrict specific modules that a specific user can use.

Creating Users Group
  1. Click Users Group under Maintenance Menu
  2. Under Users Group Screen, Click Add Users Group
  3. Fill up the necessary fields and tick the modules that needs to enable for the users group then click Save
Maintenance - Users Group - Add.png


Position

Maintenance - Position - Record List.png


The Position maintenance allows the users to configure the position of the other users that will be using the system.

Adding Position
  1. Click Position under Maintenance Menu
  2. Under Position Screen, Click Add Position
  3. Fill out the necessary fields then click Save.
Maintenance - Position - Add.png


Importing Position
  1. Click Position under Maintenance Menu
  2. Under Position Screen, click Options then click Import Position
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to proceed
Maintenance - Position - Import.png


Users

Maintenance - Users - Record List.png


Users maintenance screen allows the user to configure and add Users that can use their system.

Adding Users
  1. Click Users under Maintenance Module
  2. Under Users Screen, Click Add Users
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields
Maintenance - Users - Add.png


Importing Users
  1. Click Users under Maintenance Menu
  2. Under Users Menu, click Options then click Import Users
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to proceed
Maintenance - Users - Import.png


Chart of Accounts

Maintenance - Chart of Account - Record List.png


The Chart of Account maintenance lists all the financial accounts included in the financial statements of a company. This maintenance module categorizes financial transactions that are conducted by the company during a specific accounting period.

Creating Chart of Accounts
  1. Click Chart of Account under Maintenance Menu
  2. Under Chart of Account Menu Screen, Click Add Chart of Account
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up
Maintenance - Chart of Account - Add.png


Importing Chart of Accounts
  1. Click Chart of Account under Maintenance Menu
  2. Under Chart of Account Menu, Click Options then click Import Chart of Account
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template. Note: There should be an existing Parent Account record in the system before importing Child Accounts.
  5. Upload the updated file then click Import to Proceed
Maintenance - Chart of Account - Import.png


Account Codes

The Account Codes Maintenance screen allows users to configure accounting entry preferences for transactions. Note: Chart of Accounts must be setup in order to edit the Account Codes

Setting up Account Codes
  1. Click Account Codes under Maintenance Menu
  2. Under Account Codes. The user can edit the Sales Account and Purchase Account of a specific Account code by clicking the drop-down arrow of Purchase Account or Sales Account then click Save
Maintenance - Account Codes - Edit.png


ATC Code

Maintenance - ATC Codes - Record List.png


Alphanumeric Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid. Note: Chart of Accounts must be set up in order to create and import ATC Codes.

Creating ATC Records
  1. Click ATC Code under Maintenance Menu
  2. Under ATC Code Screen, Click Add ATC Code
  3. Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
Maintenance - ATC Codes - Add.png


Importing ATC Records
  1. Click ATC Code under Maintenance Menu
  2. Under ATC Code Screen, Click Options then click Import ATC Code
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to Proceed
Maintenance - ATC Codes - Import.png


Tax

Maintenance - Tax - Record List.png


Tax Maintenance screen allows the user to configure and add tax types to be used on their transactions. Note: Chart of Accounts should be setup before creating or importing Tax Records

Creating Tax
  1. Click Tax under Maintenance Menu
  2. Under Tax Menu Screen, click Add Tax
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Tax - Add.png


Importing Tax
  1. Click Tax under Maintenance Menu
  2. Under Tax Menu, click options then click Import Tax
  3. Download the Template provided under Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to Proceed
Maintenance - Tax - Import.png


Unit of Measure

Maintenance - Unit of Measure - Record List.png


Unit of Measure maintenance allows the user to configure and add Unit of Measure on the items.

Creating Unit of Measure
  1. Click Unit of Measure under Maintenance Menu
  2. Under Unit of Measure Screen, click Add Unit of Measure
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Unit of Measure - Add.png


Item Class

Maintenance - Item Class - Record List.png


The Item Class Maintenance screen allows the users to configure the item class to be used on categorizing their items.

Note: Chart of Accounts should be set up in order to add and import Item Class.

Creating Item Class
  1. Click Item Class under Maintenance Menu
  2. Under Item Class Menu, click Add Item Class
  3. Fill up the required fields then Click Save. Note: Fields with * are required to be filled up.
Maintenance - Item Class - Add.png


Importing Item Class
  1. Click Item Class under Maintenance Menu
  2. Under Item Class Screen, click options then click Import Item Class
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to Proceed
Maintenance - Item Class - Import.png


Item Type

Maintenance - Item Type - Record List.png


Item Type Maintenance screen allows the users to configure and add item type on their items.

Creating Item Type
  1. Click Item Type under Maintenance Menu
  2. Under Item Type Menu, click Add Item Type
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Item Type - Add.png


Importing Item Type
  1. Click Item Type under Maintenance Menu
  2. Under Item Type Screen, click options then click Import Item Type
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to Proceed
Maintenance - Item Type - Import.png


Brand

Maintenance - Brand - Record List.png

Brand maintenance screen allows users to add and configure Brand for their items.

Creating Brand
  1. Click Brand under Maintenance Menu
  2. Under Brand Screen, click Add Brand
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Brand - Add.png


Importing Brand
  1. Click Brand under Maintenance Menu
  2. Under Brand Menu, click options then click Import Brand
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each columns of the template.
  5. Upload the updated file then click Import to proceed
Maintenance - Brand - Import.png


Item Master

Maintenance - Item Master - Record List.png


Item Master Maintenance screen allows the users to configure and add items to be used on their transaction.

Creating Item Master
  1. Click Item Master under Maintenance Menu
  2. Under Item Master Menu, click Add Item Master
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Item Master - Add.png

Notes

  • When accounting entries are automatically created, it creates entries based on the defaulted accounting details for the Item. If no accounting detail is maintained in Item Master, it automatically uses the accounting details maintained for its Item Class.
Importing Item Master
  1. Click Item Master under Maintenance Menu
  2. Under Item Master Menu, click options then click Import Item Master
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to proceed
Maintenance - Item Master - Import.png


Warehouse

Maintenance - Warehouse - Record List.png


Warehouse maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.

Creating Warehouse
  1. Click Warehouse under Maintenance Menu
  2. Under Warehouse Menu, click Add Warehouse
  3. Fill up the required fields then click Save. Note: Fields with * are required to be filled up.
Maintenance - Warehouse - Add.png


Importing Warehouse
  1. Click Warehouse under Maintenance Menu
  2. Under Warehouse Menu, click Options then click Import Warehouse
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to proceed.
Maintenance - Warehouse - Import.png


Customer

Maintenance - Customer - Record List.png


Customer maintenance screen allows users to configure and add customers that will be used on their transactions.

Creating Customer
  1. Click Customer under Maintenance Menu
  2. Under Customer Screen, click Add Customer
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Customer - Add.png


Importing Customer
  1. Click Maintenance then click Customer
  2. Under Customer Screen, click Options then click Import Customer
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to proceed
Maintenance - Customer - Import.png


Supplier

Maintenance - Supplier - Record List.png


Supplier maintenance screen allows the user to configure and add Supplier to be assigned when creating purchasing transactions

Creating Supplier
  1. Click Supplier under Maintenance Menu
  2. Under Supplier Menu Screen, click Add Supplier
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Supplier - Add.png


Importing Supplier
  1. Click Supplier under Maintenance Menu
  2. Under Supplier Menu, click Options then click Import Supplier
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to proceed
Maintenance - Supplier - Import.png


Price List

Maintenance - Price List - Record List.png


Price List maintenance screen allows the users to configure the prices of the items to be used in their transaction

Creating Price List
  1. Click Price List under Maintenance Menu
  2. Under Price List Screen, click Add Price List
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Price List - Add.png


Importing Price List
  1. Click Price List under Maintenance Menu
  2. Under Price List Menu, click Options then click Import Price List
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to proceed
Maintenance - Price List - Import.png


Adjusting Master Price List
  1. Click Price List under Maintenance Menu
  2. Under Price List Menu, Click Master Price List
  3. Under Master List Menu, In selling price tab, Click the Pen shape button in order to edit its selling price
  4. Click the Save Icon to Update the Prices
Maintenance - Price List - Master Price List - Edit.png


Importing Master Price List
  1. Click Price List under Maintenance Menu
  2. Under Price List Screen, click Master Price List
  3. Under Master List Menu, click Options then click Import Master List
  4. Download the Template provided in Step 1.
  5. Fill up the information needed for each column of the template.
  6. Upload the updated file then click Import to proceed
Maintenance - Price List - Master Price List - Import.png


Sales Person

Maintenance - Sales Person - Record List.png


Sales Person maintenance screen allows the user to configure and add Sales Person to be assigned on the transactions.

Creating Sales Person
  1. Click Sales Person under Maintenance Menu
  2. Under Sales Person Screen, click Add Sales Person
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Sales Person - Add.png


Importing Sales Person
  1. Click Sales Person under Maintenance Menu
  2. Under Sales Person Screen, click Options then choose Import Sales Person
  3. Download the Template provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated file then click Import to proceed
Maintenance - Sales Person - Import.png


Currency

Maintenance - Currency - Record List.png


The Currency Maintenance screen allows users to configure and add the currencies that will be used on their transaction.

Creating Currency
  1. Click Currency under Maintenance Menu
  2. Under Currency Screen, click Add Currency
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Currency - Add.png


Exchange Rate

Maintenance - Exchange Rate - Record List.png


The Exchange Rate maintenance screen allows the users to configure the exchange rate from the base currency to a foreign currency.

Creating Exchange Rate
  1. Click Exchange Rate under Maintenance Menu
  2. Under Exchange Rate Screen, click Add Exchange Rate
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Exchange Rate - Add.png


Proforma

Maintenance - Proforma - Record List.png


The Proforma maintenance screen allows the user to configure proforma entries that can be used in transactions such as Accounts Payable, Accounts Receivable, etc.

Creating Proforma
  1. Click Proforma under Maintenance Menu
  2. Under Proforma Screen, click Add Proforma
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Proforma - Add.png

Bank

Maintenance - Bank - Record List.png

The Bank maintenance screen allows users to configure and add the Bank that they will use in a transaction.

Creating Bank
  1. Click Bank under Maintenance Menu
  2. Under Bank Menu Screen, click Add Bank
  3. Fill up the required fields then Click Save. Notes: Fields with * are required to be filled up.
Maintenance - Bank - Add.png
Importing Bank
  1. Click Bank under Maintenance Menu
  2. Under Bank Menu, click Options then click Import Bank
  3. Download the Template link provided in Step 1.
  4. Fill up the information needed for each column of the template.
  5. Upload the updated template then click Import to proceed
Maintenance - Bank - Import.png


Beginning Balance Setup

Requirements

The user should set up the following modules in order to Import Beginning Balances.

Import Beginning Balance
  1. Click Inventory Adjustment under Inventory Menu
  2. Take note that there is also other users that using the system. Make sure to give them a heads-up that you will be doing an inventory adjustments. Click Proceed to continue.
  3. Under Inventory, Click Import Beginning Balance
  4. Choose the date of the Beginning Balance to take effect before proceeding or click skip.
  5. Download the Template provided in Step 1.
  6. Fill up the information needed for each column of the template.
  7. Upload the updated template then click Import to proceed
Inventory - Inventory Adjustment - Import Beginning Balance.png

Notes:

  • Import Beginning Balance will only be available if there are no transaction records done by the user.
Categories:
Modules
Maintenance Maintenance | Users Group | Position | Users | Chart of Account | Account Codes | ATC Code | Tax | Unit of Measure | Item Class | Item Type | Brand | Item Master | Warehouse | Customer | Supplier | Price List | Sales Person | Currency | Exchange Rate | Proforma | Bank
Inventory Inventory Adjustment
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