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Difference between revisions of "Pro Item Tracking Job Aids"

(Created page with "{{DISPLAYTITLE:Item Tracking Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{...")
 
 
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{{DISPLAYTITLE:Item Tracking Job Aids}}
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{{DISPLAYTITLE:Item Tracking Job Aids}}<div style="text-align: center;">
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[[Pro Item Tracking|Item Tracking]] | [[Pro Items|Items]] | [[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
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</div><br />
 
==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>==
 
==<span class="mw-headline ve-pasteProtect" id="Accounts_Receivable_Aging_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking Job Aids</span></span>==
 
======<span class="mw-headline ve-pasteProtect" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting Item Tracking Report</span></span></span>======
 
======<span class="mw-headline ve-pasteProtect" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Exporting_General_Ledger" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;"><span class="mw-headline ve-pasteProtect" id="Exporting_Balance_Sheet" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Exporting Item Tracking Report</span></span></span>======
  
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
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#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]]
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#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|center|560x560px]]
 
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]]<br />
 
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|center|303x303px]]<br />
 
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]]
 
#Click the CSV button to Extract the report into CSV Excel File[[File:Pro Item Tracking (Export) - Step 03.png|center|950x950px]]
 
#*The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]]<br />
 
#*The user has an option to filter the record by Date Range or using the Search Bar.[[File:Pro Item Tracking (Export) - Step 03.1.png|center|600x600px]]<br />
  
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====== Viewing Detailed Quantity Sold ======
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======Viewing Detailed Quantity Sold======
  
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
−
#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+
#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
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#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
+
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
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# Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br />
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#Under Item Tracking Menu, Click the Quantity under Qty Sold Column[[File:Pro Item Tracking (View Quantity Sold) - Step 03.png|center|950x950px]]<br />
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# Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br />
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#Once Clicked, select a voucher to view its details [[File:Pro Item Tracking (View Quantity Sold) - Step 04.png|center|955x955px]]<br />
  
 
<br />
 
<br />
  
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====== Viewing Detailed Quantity Purchase ======
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======Viewing Detailed Quantity Purchase======
  
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
 
#Under Main Menu, Click '''Reports'''[[File:Pro Balance Sheet (Export) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Balance%20Sheet%20(Export)%20-%20Step%2001.png|center|950x950px]]
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#Under Reports Menu, Go to Financial statements then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''Item Tracking'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
+
#Under Reports Menu, Go to Inventory Reports then click <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">'''[[Pro Item Tracking|Item Tracking]]'''</span>[[File:Pro Item Tracking (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.png|center|560x560px]]
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#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">Item Tracking</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
+
#*The user can also click the Search bar then look for <span class="ve-pasteProtect" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}" style="box-sizing: inherit;">[[Pro Item Tracking|Item Tracking]]</span>[[File:Pro Item Tracking (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Item%20Tracking%20(Export)%20-%20Step%2002.1.png|center|303x303px]]
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# Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br />
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#Under Item Tracking Menu, Click the Quantity under Qty Purchase Column[[File:Pro Item Tracking (View Quantity Purchase) - Step 03.png|center|950x950px]]<br />
−
# Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]<br />
+
#Once Clicked, select a voucher to view its details[[File:Pro Item Tracking (View Quantity Purchase) - Step 04.png|center|952x952px]]
 +
 
 +
<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;" |'''Reports'''
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|- style="box-sizing: inherit;"
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| style="" |Inventory Report
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| style="" |[[Pro Sales Report|Sales Report]]<nowiki> | </nowiki>[[Pro Purchase Report|Purchase Report]]<nowiki> | </nowiki>[[Pro Item Tracking|Item Tracking]]
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|- style="box-sizing: inherit;"
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids'''
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|- style="box-sizing: inherit;"
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| style="" |Inventory Report
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| style="" |[[Pro Sales Report Job Aids|Sales Report Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Report Job Aids|Purchase Report Job Aids]]<nowiki> | </nowiki>[[Pro Item Tracking Job Aids|Item Tracking Job Aids]]
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|- style="box-sizing: inherit;"
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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="" |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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| 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 Items|Items]]
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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="" |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="" |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="" |[[Oojeema Pro Items Job Aids|Items Job Aids]]
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|}<br />

Latest revision as of 12:26, 12 August 2021


Item Tracking Job Aids

Exporting Item Tracking Report
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Item Tracking (Export) - Step 03.png
    • The user has an option to filter the record by Date Range or using the Search Bar.
      Pro Item Tracking (Export) - Step 03.1.png

Viewing Detailed Quantity Sold
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png
  3. Under Item Tracking Menu, Click the Quantity under Qty Sold Column
    Pro Item Tracking (View Quantity Sold) - Step 03.png

  4. Once Clicked, select a voucher to view its details
    Pro Item Tracking (View Quantity Sold) - Step 04.png


Viewing Detailed Quantity Purchase
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Inventory Reports then click Item Tracking
    Pro Item Tracking (Export) - Step 02.png
    • The user can also click the Search bar then look for Item Tracking
      Pro Item Tracking (Export) - Step 02.1.png
  3. Under Item Tracking Menu, Click the Quantity under Qty Purchase Column
    Pro Item Tracking (View Quantity Purchase) - Step 03.png

  4. Once Clicked, select a voucher to view its details
    Pro Item Tracking (View Quantity Purchase) - Step 04.png


Categories:
Reports
Inventory Report Sales Report | Purchase Report | Item Tracking
Reports Job Aid Aids
Inventory Report Sales Report Job Aids | Purchase Report Job Aids | Item Tracking Job Aids
Modules
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Maintenance Items
Job Aid Modules
Sales Aids Sales Job Aids
Purchase Aids Purchase Job Aids
Maintenance Aids Items Job Aids


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