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Version of 15:03, 24 May 2021 by Gelo
Difference between revisions of "Pro Customer"
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| − | {{DISPLAYTITLE:Customer}} | + | {{DISPLAYTITLE:Customer}}<div style="text-align: center;"> |
| + | [[Pro Customer|Customer]] | [[Pro Sales|Sales]] | [[Oojeema Pro Customers Job Aids|Customers Job Aids]] | ||
| + | </div><br /> | ||
| + | ==Customer== | ||
| + | <span style="color: rgb(51, 51, 51)">This maintenance screen allows users to configure and add customers that will be used on transactions.</span> | ||
| − | + | Notes: | |
| − | + | ||
| + | * Customer Records will be used and reflected on the following modules: | ||
| + | **[[Pro Sales|Sales Module]] | ||
| + | **[[Pro Sales Journal]] | ||
| + | **[[Pro Sales Relief]] | ||
| − | ===== Customer Record List ===== | + | =====Customer Record List===== |
[[File:Pro Customer.png|center|thumb|872x872px|Customer Record List]] | [[File:Pro Customer.png|center|thumb|872x872px|Customer Record List]] | ||
<br /> | <br /> | ||
| Line 15: | Line 23: | ||
|1. Options Menu | |1. Options Menu | ||
|<span style="color: rgb(34, 34, 34)">List of Options available when checking the Customer</span> | |<span style="color: rgb(34, 34, 34)">List of Options available when checking the Customer</span> | ||
| − | |<span style="color: rgb(34, 34, 34)">Add | + | |<span style="color: rgb(34, 34, 34)">Add Customer - Allows the user to add a Customer Record</span> |
| − | Import | + | Import Customer - Allows the user to import customer records from the template provided |
| − | Export | + | Export Customer - Allows the user to export customer records to a spreadsheet |
|- | |- | ||
|2. Search Bar | |2. Search Bar | ||
| Line 33: | Line 41: | ||
|} | |} | ||
| − | ===== Customers Options List ===== | + | =====Customers Options List===== |
[[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]] | [[File:Pro Customer Options List.png|center|thumb|158x158px|Customer Options List]] | ||
| − | <br /> | + | <br />Notes: |
| + | |||
| + | *For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]] | ||
| + | |||
| + | =====Customer Record Menu List===== | ||
| + | [[File:Pro Customer Record Option List.png|center|thumb|125x125px|Customer Record Option List]]Notes: | ||
| − | + | *For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found [[Oojeema Pro Customers Job Aids|here]] | |
| − | [[ | ||
| − | ===== Customer Add Record ===== | + | =====Customer Add Record===== |
[[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]] | [[File:Pro Customer Add.png|center|thumb|970x970px|Customer Add]] | ||
| − | + | ||
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
|+Customer Add Menu List | |+Customer Add Menu List | ||
| Line 86: | Line 99: | ||
|} | |} | ||
| − | ===== Customer Record View ===== | + | =====Customer Record View===== |
| − | [[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]] | + | [[File:Pro Customer View Record.png|center|thumb|1028x1028px|Customer View Record]]<br /> |
| − | < | + | =====Customer Import Menu===== |
| + | [[File:Pro Customer Import Menu.png|center|thumb|525x525px|Customer Import Menu]] | ||
| + | {| 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;" | ||
| + | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance | ||
| + | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Price List|Price List]] | ||
| + | |- 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;" | ||
| + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Maintenance Aids | ||
| + | | style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Sales Aids | ||
| + | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Reports Aids | ||
| + | | style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]] | ||
| + | |} | ||
Latest revision as of 12:23, 2 August 2021
Contents
Customer
This maintenance screen allows users to configure and add customers that will be used on transactions.
Notes:
- Customer Records will be used and reflected on the following modules:
Customer Record List
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Customer | Add Customer - Allows the user to add a Customer Record
Import Customer - Allows the user to import customer records from the template provided Export Customer - Allows the user to export customer records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an Account Record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Customer Record List | List of Records of the Customer based from their Customer Code, Customer Name, Email and TIN | Customer List from Customer Maintenance Module |
Customers Options List
Notes:
- For further instructions on how to Add, Export or Import Customer records, the user may visit the Customer Job Aids which can be found here
Customer Record Menu List
Notes:
- For further instructions on how to View, Edit and Delete customer records, the user may visit the Customer Job Aids which can be found here
Customer Add Record
| Field | Description | Expected Output |
|---|---|---|
| 1.Customer Code | Unique reference code of the Customer | Alphanumeric |
| 2.Customer Name | Name of the Customer | Text |
| 3.Email | Email of the Customer | Alphanumeric |
| 4.Address | Address of the Customer | Alphanumeric |
| 5.City/Province | City/Province base on the Address of the customer | Text |
| 6.Business Type | Type of Business of the Customer | Individual/Corporation |
| 7.TIN | Tax Identification Number of the Customer | Numeric |
| 8.Payment Terms | List of remaining days when the customer is paying a specific Transaction | Numeric |
| 9.Contact Number | Contact Number of the Customer | Numeric |
Customer Record View
Customer Import Menu
| Modules | |
|---|---|
| Maintenance | Customer | Price List |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Job Aid Modules | |
| Maintenance Aids | Customers Job Aids | Price List Job Aids |
| Sales Aids | Sales Job Aids |
| Reports Aids | Sales Journal Job Aids | Sales Relief Job Aids |