Discussion

Difference between revisions of "Oojeema Pro Customers Job Aids"

Line 17: Line 17:
 
#On the Main Menu, click the Gear Icon then choose '''Maintenanc'''[[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 '''Maintenanc'''[[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]]
 
#Under Maintenance Side Bar, Click '''Customer'''
 
#Under Maintenance Side Bar, Click '''Customer'''
−
#Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''
+
#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 />
  
 
======Editing Account======
 
======Editing Account======
Line 23: Line 23:
 
#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]]
 
#Under Maintenance Side Bar, Click '''Customer'''
 
#Under Maintenance Side Bar, Click '''Customer'''
−
#Under Customer Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
+
#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]]
 
#Update the necessary fields
 
#Update the necessary fields
 
#Click Save
 
#Click Save
Line 31: Line 31:
 
#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]]
 
#Under Maintenance Side Bar, Click '''Customer'''
 
#Under Maintenance Side Bar, Click '''Customer'''
−
#Under Customer Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
+
#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]]
 
#Click Yes to Confirm the cancellation process
 
#Click Yes to Confirm the cancellation process
 
#Click Save
 
#Click Save

Revision as of 12:04, 22 June 2021


Customer

Managing Customer
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 Customer
  3. Under Customer Menu, Click Options then choose Add Customer
  4. Fill up the necessary fields
  5. Click Save
Viewing Account
  1. On the Main Menu, click the Gear Icon then choose MaintenancPro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Customer
  3. Under Customer Menu, Select the account that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

Editing Account
  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
  3. Under Customer Menu, Select the account 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
  5. Click Save
Deleting Account
  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
  3. Under Customer Menu, Select the account 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 cancellation process
  5. Click Save
Exporting and Importing Account
Exporting Account
  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
  3. Under Customer Menu, Click Options then Click Export Customer
    • User has an option to change the display and change the account type for precise exporting of records
Importing Account
  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
  3. Under Customer Menu, Click Options then Click Import Customer
  4. Download the template provided in the link on Step 1
  5. Fill-up the template
  6. Import the template then Click Save
Retrieved from "https://docs.oojeema.com/index.php?title=Oojeema_Pro_Customers_Job_Aids&oldid=4158"