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Difference between revisions of "Oojeema Pro Sales Job Aids"
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======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 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 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 | + | # 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]]<br /> | ||
| + | # Click Save | ||
| − | |||
| − | |||
<br /> | <br /> | ||
Revision as of 15:07, 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
- 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)