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Difference between revisions of "Pro Purchase"

(Created page with "{{DISPLAYTITLE:Purchase Menu}} == Purchase Module == <span style="color: rgb(51, 51, 51)">Allows the users to create Purchase Order transactions as well as Issuing Payments b...")
 
 
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{{DISPLAYTITLE:Purchase Menu}}
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{{DISPLAYTITLE:Purchase Menu}}<div style="text-align: center;">
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[[Pro Purchase|Purchase]] | [[Pro Purchase Order|Purchase Order]] | [[Pro Issue Payment|Issue Payment]] | [[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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</div>
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==Purchase Module==
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<span style="color: rgb(51, 51, 51)">Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.</span>
  
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== Purchase Module ==
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=====<span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Purchase Module</span></span>=====
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<span style="color: rgb(51, 51, 51)">Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.</span><br />
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*The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
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*#[[Pro Vendors]]
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*#[[Pro Items|Items]]
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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 Vendors Job Aids|Vendors Job Aids]]
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*#[[Oojeema Pro Items Job Aids|Items Job Aids]]
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*#[[Oojeema Pro Tax Job Aids|Tax Aids]]
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=====Purchase Module Menu List=====
 
[[File:Pro Purchase Menu List.png|center|thumb|1035x1035px|Purchase Menu List]]
 
[[File:Pro Purchase Menu List.png|center|thumb|1035x1035px|Purchase Menu List]]
 
{| 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;"
 
{| 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="" |Allows the user to set and filter the records based from its status. It can be
 
| style="" |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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*Unpaid - Records that have not yet paid.
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* With Partial Payment - Records that have down payments
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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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*Paid - Records that are fully paid
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* Cancelled - Records that have been cancelled.
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*Cancelled - Records that have been cancelled.
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* All - All records without filters.
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*All - All records without filters.
 
|-
 
|-
 
|6.Summary of Records
 
|6.Summary of Records
 
|List of Purchase Records given based from the set filters
 
|List of Purchase Records given based from the set filters
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|}
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=====<span class="mw-headline" id="Options_Menu_List" style="box-sizing: inherit;">Options Menu List</span>=====
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[[File:Pro Purchase Options Menu.png|center|thumb|184x184px|Purchase Options Menu]]
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=====<span class="mw-headline" id="Record_Option_List" style="box-sizing: inherit;">Record Option List</span>=====
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[[File:Pro Purchase Record Option.png|center|thumb|204x204px|Purchase Record Option]]Notes:
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*The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is '''UNPAID'''
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**For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found [[Oojeema Pro Purchase Job Aids|here]]
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=====<span class="mw-headline" id="Import_Sales_Menu_List" style="box-sizing: inherit;">Import Purchase Menu List</span>=====
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[[File:Pro Import Purchase Menu.png|center|thumb|581x581px|Import Purchase Menu]]
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<br />
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{| 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="" |Purchase
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| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| style="" |[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking]]<nowiki> | </nowiki>[[Pro Audit Trail]]<nowiki> | </nowiki>[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase 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="" |Purchase Aids
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| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |<span>[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span> <nowiki>| </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| style="" |[[Pro Purchase Report Job Aids|Purchase 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 Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
 
|}
 
|}

Latest revision as of 13:35, 12 August 2021

Purchase Module

Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.

Requirements before using Purchase Module
  • The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
    1. Pro Vendors
    2. Items
    3. Tax
  • For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
    1. Vendors Job Aids
    2. Items Job Aids
    3. Tax Aids
Purchase Module Menu List
Purchase Menu List
Module List
Field Description
1.Create New Purchase Allows the user to create a Purchase Transaction.
2.Issue Payment Allows the user to create a transaction for Issuing Payments.
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.
6.Summary of Records List of Purchase Records given based from the set filters
Options Menu List
Purchase Options Menu
Record Option List
Purchase Record Option

Notes:

  • The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
    • For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found here
Import Purchase Menu List
Import Purchase Menu


Categories:
Modules
Purchase Purchase | Purchase Order | Issue Payment
Maintenance Vendors | Items | Tax
Reports Purchase Report | Pro Item Tracking | Pro Audit Trail | Purchase Journal | Purchase Relief
Job Aid Modules
Purchase Aids Purchase Job Aids
Maintenance Aids Vendors Job Aids | Items Job Aids | Tax Job Aids
Reports Aids Purchase Report Job Aids | Item Tracking Job Aids | Audit Trail Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids
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