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Difference between revisions of "Oojeema Pro Sales Job Aids"
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| + | <div style="text-align: center;"> | ||
| + | [[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]] | ||
| + | </div> | ||
==Sales Module Job Aids== | ==Sales Module Job Aids== | ||
| + | =====<span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><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 Sales Module</span></span></span>===== | ||
| + | |||
| + | *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]] | ||
| + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Oojeema Pro Customers Job Aids|Customers Job Aids]] | ||
| + | *#[[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
| + | *#[[Oojeema Pro Price List Job Aids|Price List Job Aids]] | ||
| + | *#[[Oojeema Pro Tax Job Aids|Tax Aids]] | ||
| + | |||
| + | <br /> | ||
=====Managing Sales Invoice===== | =====Managing Sales Invoice===== | ||
| Line 120: | Line 137: | ||
======Exporting Invoices====== | ======Exporting Invoices====== | ||
| − | # Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]] | + | #Under Main Menu, Click Sales[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]] |
| − | # Under Sales Menu, Click Options then choose '''Export Invoice'''[[File:Pro Sales Module (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Export)%20-%20Step%2002.png|center]] | + | #Under Sales Menu, Click Options then choose '''Export Invoice'''[[File:Pro Sales Module (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Export)%20-%20Step%2002.png|center]] |
| − | #* Take note that the user has an option to use the record filters for precise exporting of records[[File:Pro Sales Module (Export) - Step 02.1.png|center|600x600px]] | + | #*Take note that the user has an option to use the record filters for precise exporting of records[[File:Pro Sales Module (Export) - Step 02.1.png|center|600x600px]] |
<br /> | <br /> | ||
======Importing Sales====== | ======Importing Sales====== | ||
| − | # Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]] | + | #Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]] |
| − | # Under Sales Menu, Click Options then choose '''Import Sales''' | + | #Under Sales Menu, Click Options then choose '''Import Sales'''[[File:Pro Sales Module (Import) - Step 02.png|center|770x770px|link=https://docs.oojeema.com/File:Pro_Sales_Module_(Import)_-_Step_02.png]] |
| + | #<span style="color: rgb(51, 51, 51)">Download the Template in the Link provided</span>[[File:Pro Sales Module (Import) - Step 03.png|center|586x586px]]<br /> | ||
| + | #<span style="color: rgb(51, 51, 51)">Fill out the Template</span>[[File:Pro Sales Module (Import) - Step 04.png|center|953x953px]]<br /> | ||
| + | #<span style="color: rgb(51, 51, 51)">Attach the Template then Click</span> '''Import.'''[[File:Pro Sales Module (Import) - Step 05.png|center]] | ||
| − | + | <br /> | |
| + | =====Receiving Payments on Sales Module===== | ||
| − | ===== | + | #Under Main Menu, Click '''Sales'''[[File:Pro Sales Invoice (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Invoice%20(Create)%20-%20Step%2001.png|center|950x950px]] |
| + | #Under Sales Menu, Click '''Receive Payment'''[[File:Pro Sales Module (Receive Payments) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Sales%20Module%20(Receive%20Payments)%20-%20Step%2002.png|center|778x778px]] | ||
| + | #Fill up the necessary fields and choose the Invoices that needs to be paid.[[File:Pro Sales Module (Receive Payments) - Step 03.png|center|886x886px]] | ||
| + | #Click Save | ||
| + | |||
| + | {| 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;" |'''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="" |Maintenance | ||
| + | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Discount Senior and PWD|Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]]<nowiki> |</nowiki>[[Pro Tax|Tax]] | ||
| + | |- | ||
| + | |Reports | ||
| + | |[[Pro Discount Senior and PWD]]<nowiki> | </nowiki>[[Pro Sales Journal|Sales Journal]]<nowiki> | </nowiki>[[Pro Sales Relief|Sales Relief]] | ||
| + | |- 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="" |Maintenance Aids | ||
| + | | 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]] | ||
| + | |- style="box-sizing: inherit;" | ||
| + | | style="" |Reports Aids | ||
| + | | style="" |[[Pro Discount Senior and PWD Job Aids|Discount Senior and PWD Job Aids]]<nowiki> | </nowiki>[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]] | ||
| + | |} | ||
<br /> | <br /> | ||
Latest revision as of 13:33, 6 August 2021
Contents
Sales Module Job Aids
Requirements before using Sales Module
- The user should setup the following Maintenance Module in order to proceed on using the Sales Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Managing Sales Invoice
Creating Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Sales Invoice
- Fill up the necessary fields on the Header Part
- Take Note that the Customer field is required for this transaction
- User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
- Make sure to fill up the required fields in order to create a Customer record
- Make sure to fill up the required fields in order to create a Customer record
- Fill up the Item Field
- Take Note that it requires at least one item in order for the transaction to proceed
- User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
- Make sure to fill up the required fields in order to create an Item record
- Make sure to fill up the required fields in order to create an Item record
- User can apply Discount by clicking the Discount field
- Fill up the necessary fields under Discount Menu
- Fill up the necessary fields under Discount Menu
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_01.png)
_-_Step_02.png)
%20-%20Step%2003.png)
_-_Step_01.png)
_-_Step_02.png)
_-_Step_04.png)
_-_Step_01.png)
_-_Step_02.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
_-_Step_05.png)
_-_Step_01.png)
Viewing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
- Sales Invoice Reference No always starts with "SI"
- Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
Editing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
- Sales Invoice Reference No always starts with "SI"
- Update the necessary fields
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_02.png)
_-_Step_03.png)
%20-%20Step%2001.png)
Receiving Payments on Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
_-_Step_02.png)
_-_Step_03.png)
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
- Sales Invoice Reference No always starts with "SI"
- Click Yes to proceed in cancelling the Invoice.
_-_Step_02.png)
_-_Step_03.png)
Managing Service Invoice
Creating Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Service Invoice
- Fill up the necessary fields on the Header Part
- Take Note that the Customer field is required for this transaction
- User can add a Customer under Customer field by clicking the Drop-down arrow then choose Add New Customer
- . Make sure to fill up the required fields in order to create a Customer record
- . Make sure to fill up the required fields in order to create a Customer record
- Fill up the Item Field
- Take Note that it requires at least one item in order for the transaction to proceed
- User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
- Make sure to fill up the required fields in order to create an Item record
- Make sure to fill up the required fields in order to create an Item record
- User can apply Discount by clicking the Discount field
- Fill up the necessary fields under Discount Menu then click Save
- Fill up the necessary fields under Discount Menu then click Save
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Service Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Service Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
_-_Step_01.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
%20-%20Step%2004.png)
%20-%20Step%2001.png)
%20-%20Step%2002.png)
_-_Step_01.png)
_-_Step_02.png)
_-_Step_05.png)
Viewing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
- Service Invoice Reference No always starts with "SR"
- Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
%20-%20Step%2002.png)
_-_Step_03.png)
Editing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
- Service Invoice Reference No always starts with "SR"
- Update the necessary fields
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Service Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Service Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
%20-%20Step%2002.png)
_-_Step_03.png)
Receiving Payments on Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
- Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
%20-%20Step%2002.png)
_-_Step_03.png)
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
- Service Invoice Reference No always starts with "SR"
- Click Yes to proceed in cancelling the Invoice.
%20-%20Step%2002.png)
%20-%20Step%2003.png)
Managing Imports and Exports of Sales
Exporting Invoices
- Under Main Menu, Click Sales
- Under Sales Menu, Click Options then choose Export Invoice
- Take note that the user has an option to use the record filters for precise exporting of records
- Take note that the user has an option to use the record filters for precise exporting of records
%20-%20Step%2002.png)
_-_Step_02.1.png)
Importing Sales
- Under Main Menu, Click Sales
- Under Sales Menu, Click Options then choose Import Sales
- Download the Template in the Link provided
- Fill out the Template
- Attach the Template then Click Import.
_-_Step_02.png)
_-_Step_03.png)
_-_Step_04.png)
_-_Step_05.png)
Receiving Payments on Sales Module
- Under Main Menu, Click Sales
- Under Sales Menu, Click Receive Payment
- Fill up the necessary fields and choose the Invoices that needs to be paid.
- Click Save
%20-%20Step%2002.png)
_-_Step_03.png)
| Modules | |
|---|---|
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Maintenance | Customer | Discount Senior and PWD | Items | Price List |Tax |
| Reports | Pro Discount Senior and PWD | 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 | Discount Senior and PWD Job Aids | Sales Journal Job Aids | Sales Relief Job Aids |