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Difference between revisions of "Oojeema Pro Customers Job Aids"

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{{DISPLAYTITLE:Customers Job Aids}}
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{{DISPLAYTITLE:Customers Job Aids}}<div style="text-align: center;">
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[[Pro Customer|Customer]] | [[Pro Sales|Sales]] | [[Oojeema Pro Customers Job Aids|Customers Job Aids]]
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</div><br />
 
==Customer==
 
==Customer==
  
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=====Managing Customer=====
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=====Managing Customers=====
  
 
======Adding New Customer======
 
======Adding New Customer======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|center|464x464px]]<br />
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#Under Maintenance Side Bar, Click '''[[Pro Customer|Customers]]'''[[File:Pro Customers (Create) - Step 02.png|center|464x464px]]<br />
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#Under Customer Menu, Click Options then choose '''Add Customer'''[[File:Pro Customers (Create) - Step 03.png|center|950x950px]]<br />
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#Under Customers Menu, Click Options then choose '''Add New Customer'''[[File:Pro Customers (Create) - Step 03.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Customers (Create) - Step 04.png|center|950x950px]]<br />
 
#Fill up the necessary fields[[File:Pro Customers (Create) - Step 04.png|center|950x950px]]<br />
 
#Click Save[[File:Pro Customers (Create) - Step 05.png|center|950x950px]]<br />
 
#Click Save[[File:Pro Customers (Create) - Step 05.png|center|950x950px]]<br />
  
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======Viewing Account======
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======Viewing Customers======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Maintenance Side Bar, Click '''[[Pro Customer|Customers]]'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
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#Under Customers Menu, Select the customer that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
  
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======Editing Account======
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======Editing Customers======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Maintenance Side Bar, Click '''[[Pro Customer|Customers]]'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
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#Under Customers Menu, Select the customer that needs to updates its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
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#Update the necessary fields[[File:Pro Customers (Edit) - Step 04.png|center|950x950px]]<br />
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#Update the necessary fields[[File:Pro Customers (Edit) - Step 04.png|center|950x950px]]
 
#Click Save
 
#Click Save
  
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======Deleting Account======
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======Deleting Customers======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Maintenance Side Bar, Click '''[[Pro Customer|Customer]]'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
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#Under Customers Menu, Select the customer that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
  
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=====Exporting and Importing Account=====
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=====Exporting and Importing Customers=====
  
−
======Exporting Account======
+
======Exporting Customers======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Maintenance Side Bar, Click '''[[Pro Customer|Customers]]'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Customer Menu, Click Options then Click '''Export Customer'''[[File:Pro Customers (Export) - Step 03.png|center|950x950px]]<br />
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#Under Customers Menu, Click Options then Click '''Export Customer'''[[File:Pro Customers (Export) - Step 03.png|center|950x950px]]
 
#*User has an option to change the display and change the account type for precise exporting of records
 
#*User has an option to change the display and change the account type for precise exporting of records
  
−
======Importing Account======
+
======Importing Customers======
  
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
+
#Under Maintenance Side Bar, Click '''[[Pro Customer|Customers]]'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]]
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#Under Customer Menu, Click Options then Click '''Import Customer'''[[File:Pro Customers (Import) - Step 03.png|center|950x950px]]<br />
+
#Under Customers Menu, Click Options then Click '''Import Customers'''[[File:Pro Customers (Import) - Step 03.png|center|950x950px]]<br />
 
#Download the template provided in the link on Step 1[[File:Pro Customers (Import) - Step 04.png|center|581x581px]]<br />
 
#Download the template provided in the link on Step 1[[File:Pro Customers (Import) - Step 04.png|center|581x581px]]<br />
 
#Fill-up the template[[File:Pro Customers (Import) - Step 05.png|center|950x950px]]<br />
 
#Fill-up the template[[File:Pro Customers (Import) - Step 05.png|center|950x950px]]<br />
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#Import the template then Click Save[[File:Pro Customers (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Import)%20-%20Step%2006.png|center|581x581px]]<br />
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#Import the template then Click Save[[File:Pro Customers (Import) - Step 06.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Import)%20-%20Step%2006.png|center|581x581px]]
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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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! 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="" |Maintenance
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| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Price List|Price List]]
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|- style="box-sizing: inherit;"
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| 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="" |Maintenance Aids
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| style="" |[[Oojeema Pro Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]
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|}

Latest revision as of 11:53, 2 August 2021


Customer

Managing Customers
Adding New Customer
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png

  3. Under Customers Menu, Click Options then choose Add New Customer
    Pro Customers (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Customers (Create) - Step 04.png

  5. Click Save
    Pro Customers (Create) - Step 05.png

Viewing Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

Editing Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to updates its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Customers (Edit) - Step 04.png
  5. Click Save
Deleting Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Select the customer that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting and Importing Customers
Exporting Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Click Options then Click Export Customer
    Pro Customers (Export) - Step 03.png
    • User has an option to change the display and change the account type for precise exporting of records
Importing Customers
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customers
    Pro Customers (Create) - Step 02.png
  3. Under Customers Menu, Click Options then Click Import Customers
    Pro Customers (Import) - Step 03.png

  4. Download the template provided in the link on Step 1
    Pro Customers (Import) - Step 04.png

  5. Fill-up the template
    Pro Customers (Import) - Step 05.png

  6. Import the template then Click Save
    Pro Customers (Import) - Step 06.png
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
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