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Difference between revisions of "Oojeema Pro Vendors Job Aids"

(Created page with "== <span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span> == ===== <span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">...")
 
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== <span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span> ==
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{{DISPLAYTITLE:Vendors Job Aids}}
  
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===== <span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s =====
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==<span class="mw-headline" id="Customer" style="box-sizing: inherit;">Vendors</span>==
  
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====== <span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span> ======
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=====<span class="mw-headline" id="Managing_Customer" style="box-sizing: inherit;">Managing Vendor</span>s=====
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Adding_New_Customer" style="box-sizing: inherit;">Adding New Vendors</span>======
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# Under Maintenance Side Bar, Click '''Vendors'''
 
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# Under Vendors Menu, Click Options then choose '''Add Vendors'''
 
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# Fill up the necessary fields
 
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# Click Save<br />
 
  
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====== <span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span> ======
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#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]]
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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#Under Vendors Menu, Click Options then choose '''Add New Vendors'''[[File:Pro Vendors (Create) - Step 03.png|center|950x950px]]<br />
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#Fill up the necessary fields[[File:Pro Vendors (Create) - Step 04.png|950x950px]]
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#Click Save[[File:Pro Vendors (Create) - Step 05.png|center|950x950px]]<br />
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Viewing_Account" style="box-sizing: inherit;">Viewing Vendors</span>======
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# Under Maintenance Side Bar, Click '''Vendors'''
 
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# Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose '''View'''<br />
 
  
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====== <span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span> ======
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#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]]
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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#Under Vendors 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]]
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Editing_Account" style="box-sizing: inherit;">Editing Vendors</span>======
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# Under Vendors Side Bar, Click '''Vendor'''
 
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# Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose '''Edit'''
 
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# Update the necessary fields
 
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# Click Save
 
  
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====== <span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span> ======
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#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]]
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#Under Vendors Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]<br />
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#Under Vendors 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]]
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#Update the necessary fields
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#Click Save
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Deleting_Account" style="box-sizing: inherit;">Deleting Vendors</span>======
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# Under Maintenance Side Bar, Click '''Vendors'''
 
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# Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose '''Delete'''
 
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# Click Yes to Confirm the deletion process
 
  
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===== <span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span> =====
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#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]]
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|center|478x478px]]<br />
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#Under Vendors 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]]
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#Click Yes to Confirm the deletion process
  
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====== <span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span> ======
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=====<span class="mw-headline" id="Exporting_and_Importing_Account" style="box-sizing: inherit;">Exporting and Importing Vendors</span>=====
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Exporting_Account" style="box-sizing: inherit;">Exporting Vendors</span>======
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# Under Maintenance Side Bar, Click '''Vendors'''
 
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# Under Vendors Menu, Click Options then Click '''Export Vendors'''<br />
 
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#* User has an option to change the display and change the account type for precise exporting of records
 
  
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====== <span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span> ======
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#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]]
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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#Under Vendors Menu, Click Options then Click '''Export Vendors'''[[File:Pro Vendors (Export) - Step 03.png|center|950x950px]]<br />
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#*User has an option to change the display and change the account type for precise exporting of records
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#*
  
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# On the Main Menu, click the Gear Icon then choose '''Maintenance'''
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======<span class="mw-headline" id="Importing_Account" style="box-sizing: inherit;">Importing Vendors</span>======
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# Under Maintenance Side Bar, Click '''Vendors'''
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# Under Vendors Menu, Click Options then Click '''Import Vendors'''
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#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]]
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# Download the template provided in the link on Step 1
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#Under Maintenance Side Bar, Click '''Vendors'''[[File:Pro Vendors (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Vendors%20(Create)%20-%20Step%2002.png|center|478x478px]]
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# Fill-up the template
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#Under Vendors Menu, Click Options then Click '''Import Vendors'''[[File:Pro Vendors (Import) - Step 03.png|center|950x950px]]<br />
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# Import the template then Click Save
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#Download the template provided in the link on Step 1
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#Fill-up the template
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#Import the template then Click Save

Revision as of 12:46, 23 June 2021


Vendors

Managing Vendors
Adding New Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then choose Add New Vendors
    Pro Vendors (Create) - Step 03.png

  4. Fill up the necessary fieldsPro Vendors (Create) - Step 04.png
  5. Click Save
    Pro Vendors (Create) - Step 05.png

Viewing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors 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 Vendors
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Vendors Side Bar, Click Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors 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 Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png

  3. Under Vendors 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 deletion process
Exporting and Importing Vendors
Exporting Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Export Vendors
    Pro Vendors (Export) - Step 03.png

    • User has an option to change the display and change the account type for precise exporting of records
Importing Vendors
  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 Vendors
    Pro Vendors (Create) - Step 02.png
  3. Under Vendors Menu, Click Options then Click Import Vendors
    Pro Vendors (Import) - Step 03.png

  4. Download the template provided in the link on Step 1
  5. Fill-up the template
  6. Import the template then Click Save
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