You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Oojeema Pro Sales Job Aids"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 5: | Line 5: | ||
======Creating Sales Invoice====== | ======Creating Sales Invoice====== | ||
| − | # Under Main Menu, Click '''Sales''' | + | #Under Main Menu, Click '''Sales''' |
| − | # Under Sales Menu, Click Create New Invoice then choose Sales Invoice | + | #Under Sales Menu, Click Create New Invoice then choose Sales Invoice |
| − | # Fill up the necessary fields on the Header Part | + | #Fill up the necessary fields on the Header Part |
| − | #* Take Note that the Customer field is required for this transaction | + | #*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''' | + | #*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 | + | #Fill up the Item Field |
| − | #* Take Note that it requires at least one item in order for the transaction to proceed | + | #*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 | + | #*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 | + | #*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 | + | #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 | ||
| − | |||
======Viewing Sales Invoice====== | ======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 exit the view or edit the Invoice. | ||
======Editing Sales Invoice====== | ======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 | ||
======Receiving Payments on Sales Invoice====== | ======Receiving Payments on Sales Invoice====== | ||
| Line 32: | Line 51: | ||
======Creating 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 | ||
| + | #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 | ||
| + | #*User can apply Discount by clicking the Discount field | ||
| + | #**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 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 | ||
======Viewing Service Invoice====== | ======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 exit the view or edit the Invoice. | ||
| + | |||
| + | <br /> | ||
======Editing Service Invoice====== | ======Editing Service Invoice====== | ||
| − | ======Receiving Payments on | + | # 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 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 | ||
| + | |||
| + | <br /> | ||
| + | ======Receiving Payments on Service Invoice====== | ||
======Cancelling Sales Invoice====== | ======Cancelling Sales Invoice====== | ||
| − | + | <br /> | |
=====Managing Imports and Exports of Sales===== | =====Managing Imports and Exports of Sales===== | ||
Revision as of 13:13, 17 June 2021
Contents
Sales Module Job Aids
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
- 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
- User can apply Discount by clicking the Discount field
- 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
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 exit the view or edit the Invoice.
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
Receiving Payments on Sales Invoice
Cancelling Sales Invoice
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
- 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
- User can apply Discount by clicking the Discount field
- 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 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
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 exit the view or edit the Invoice.
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 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
Receiving Payments on Service Invoice
Cancelling Sales Invoice
Managing Imports and Exports of Sales
Exporting Invoices
Importing Sales
Receiving Payments on Sales Module