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Difference between revisions of "Pro Items"
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| + | {{DISPLAYTITLE:Items}} | ||
<div style="text-align: center;"> | <div style="text-align: center;"> | ||
[[Pro Items|Items]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Oojeema Pro Items Job Aids|Items Job Aids]] | [[Pro Items|Items]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Oojeema Pro Items Job Aids|Items Job Aids]] | ||
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==Items== | ==Items== | ||
<span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure and add items to be used on their transaction.</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure and add items to be used on their transaction.</span> | ||
| + | |||
| + | ===== <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 Items Module</span></span> ===== | ||
| + | |||
| + | * The user should setup the following Maintenance Module in order to proceed on using the Items Module | ||
| + | *# [[Pro Chart of Account|Chart of Account]] | ||
| + | *# [[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 Chart of Accounts Job Aids|Chart of Accounts Job Aids]] | ||
| + | *# [[Oojeema Pro Tax Job Aids|Tax Aids]] | ||
| + | Notes: | ||
| + | |||
| + | * Items Module will be used and reflected on the following Module | ||
| + | ** [[Pro Sales|Sales Module]] | ||
| + | ** [[Pro Purchase|Purchase Module]] | ||
| + | ** [[Pro Sales Journal|Sales Journal]] | ||
| + | ** [[Pro Sales Relief|Sales Relief]] | ||
| + | ** [[Pro Sales Report|Sales Report]] | ||
| + | ** [[Pro Purchase Journal|Purchase Journal]] | ||
| + | ** [[Pro Purchase Relief|Purchase Relief]] | ||
| + | ** [[Pro Purchase Report|Purchase Report]] | ||
| + | |||
| + | <br /> | ||
[[File:Pro Items Menu List.png|center|thumb|993x993px|Items Menu List]] | [[File:Pro Items Menu List.png|center|thumb|993x993px|Items 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: "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;" | {| 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;" | ||
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[[File:Pro Items Options List.png|center|thumb|124x124px|Items Options List]]Notes: | [[File:Pro Items Options List.png|center|thumb|124x124px|Items Options List]]Notes: | ||
| − | * For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found [[Oojeema Pro Items Job Aids|here]] | + | *For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found [[Oojeema Pro Items Job Aids|here]] |
=====Add New Items===== | =====Add New Items===== | ||
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<br />Notes: | <br />Notes: | ||
| − | * For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found [[Oojeema Pro Items Job Aids|here]] | + | *For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found [[Oojeema Pro Items Job Aids|here]] |
=====Items Import Menu===== | =====Items Import Menu===== | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Reports Aids | | style="" |Reports Aids | ||
| − | | style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]] | + | | style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]] |
|}<br /> | |}<br /> | ||
Latest revision as of 13:14, 2 August 2021
Contents
Items
This maintenance screen allows the users to configure and add items to be used on their transaction.
Requirements before using Items Module
- The user should setup the following Maintenance Module in order to proceed on using the Items Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Notes:
- Items Module will be used and reflected on the following Module
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Items | Add Items - Allows the user to add an Item Record
Import Items - Allows the user to import item records from the template provided Export Items - Allows the user to export items records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an item record | Alphanumeric |
| 3. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 4. Items Record List | List of Records of the Item based from their Item Code, Item Name and Item Description | Item List from Items Maintenance Module |
Items Options List
Notes:
- For further instructions on how to Add, Export or Import an Item record, the user may visit the Items Job Aids which can be found here
Add New Items
| Field | Description | Expected Output |
|---|---|---|
| 1.Item Group | Item Group categorization of the Item | Goods/Services |
| 2.Item Code | Reference Code of Item | Alphanumeric |
| 3.Item Name | Name of the Item | Alphanumeric |
| 4.Item Description | Description of an Item | Alphanumeric |
| 5.Selling Price(Net) | Net Sale Price of An Item | Numeric |
| 6.Debit Account(Sales) | Debit Account on Sales Details | Account List from Chart of Account Maintenance Module |
| 7.Credit Account(Sales) | Credit Account on Sales Details | Account List from Chart of Account Maintenance Module |
| 8.Purchase Price(Gross) | Gross Price of an Item | Numeric |
| 9.Debit Account(Purchase) | Debit Account on Purchase Details | Account List from Chart of Account Maintenance Module |
| 10.Credit Account(Purchase) | Credit Account on Purchase Details | Account List from Chart of Account Maintenance Module |
| 11.Revenue Type | Tax Revenue Type of an Item | Tax List from Tax Maintenance Module |
| 12.Expense Type | Tax Expense Type of an Item | Tax List from Tax Maintenance Module |
Items View Records
Items Record Option Menu
Notes:
- For further instructions on how to view, edit or delete an item record, the user may visit the Items Job Aid which can be found here
Items Import Menu
| Modules | |
|---|---|
| Maintenance | Chart of Account | Items | Pro Price List | Tax |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Job Aid Modules | |
| Maintenance Aids | Chart of Accounts Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase | Purchase Job Aids |
| Reports Aids | Sales Journal Job Aids | Sales Relief Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids |