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Difference between revisions of "Oojeema Pro Customers Job Aids"
(Tag: Visual edit) |
(Tag: Visual edit) |
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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]] | #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 '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customers Menu, Select the | + | #Under Customers Menu, Select the customer 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 Customers====== | ======Editing Customers====== | ||
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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]] | #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 '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customers Menu, Select the | + | #Under Customers Menu, Select the customer 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[[File:Pro Customers (Edit) - Step 04.png|center|950x950px]] | #Update the necessary fields[[File:Pro Customers (Edit) - Step 04.png|center|950x950px]] | ||
#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'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customer'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customers Menu, Select the | + | #Under Customers Menu, Select the customer 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 deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]] | #Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]] | ||
| Line 40: | Line 40: | ||
#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 '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | #Under Maintenance Side Bar, Click '''Customers'''[[File:Pro Customers (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Customers%20(Create)%20-%20Step%2002.png|center|464x464px]] | ||
| − | #Under Customers Menu, Click Options then Click '''Export Customer'''[[File:Pro Customers (Export) - Step 03.png|center|950x950px]] | + | #Under Customers Menu, Click Options then Click '''Export Customer'''[[File:Pro Customers (Export) - Step 03.png|center|950x950px]] |
#*User has an option to change the display and change the account type for precise exporting of records | #*User has an option to change the display and change the account type for precise exporting of records | ||
Revision as of 11:26, 23 June 2021
Contents
Customer
Managing Customers
Adding New Customer
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customers
- Under Customers Menu, Click Options then choose Add New Customer
- Fill up the necessary fields
- Click Save
%20-%20Step%2001.png)
_-_Step_02.png)
_-_Step_03.png)
_-_Step_04.png)
_-_Step_05.png)
Viewing Customers
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customers
- Under Customers Menu, Select the customer that needs to view its details, click the drop down arrow then choose View
%20-%20Step%2002.png)
%20-%20Step%2003.png)
Editing Customers
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customers
- Under Customers Menu, Select the customer that needs to updates its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
%20-%20Step%2003.png)
_-_Step_04.png)
Deleting Customers
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customer
- Under Customers Menu, Select the customer that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
%20-%20Step%2003.png)
%20-%20Step%2004.png)
Exporting and Importing Customers
Exporting Customers
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customers
- Under Customers 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
_-_Step_03.png)
Importing Account
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Customers
- Under Customers Menu, Click Options then Click Import Customers
- Download the template provided in the link on Step 1
- Fill-up the template
- Import the template then Click Save
_-_Step_03.png)
_-_Step_04.png)
_-_Step_05.png)
%20-%20Step%2006.png)