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Difference between revisions of "Oojeema Pro Items Job Aids"

Line 8: Line 8:
 
#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|center|478x478px]]
 
#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|center|478x478px]]
 
#Under Items Menu, Click Options then choose '''Add New Items'''[[File:Pro Items (Create) - Step 03.png|center|950x950px]]<br />
 
#Under Items Menu, Click Options then choose '''Add New Items'''[[File:Pro Items (Create) - Step 03.png|center|950x950px]]<br />
−
#Fill up the necessary fields[[File:Pro Items (Create) - Step 04.png|center|950x950px]]<br />
+
#Fill up the necessary fields[[File:Pro Items (Create) - Step 04.png|center|950x950px]]
−
#Click Save
+
#Click Save[[File:Pro Items (Create) - Step 05.png|center|950x950px]]<br />
  
 
======<span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Items</span>======
 
======<span class="mw-headline ve-pasteProtect" id="Viewing_Account" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Viewing Items</span>======
Line 22: Line 22:
 
#Under Items Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Items Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Items Menu, Select the Item that needs to update 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]]
 
#Under Items Menu, Select the Item that needs to update 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[[File:Pro Items (Edit) - Step 04.png|center|950x950px]]<br />
 
#Click Save
 
#Click Save
  
Line 38: Line 38:
 
#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 '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
−
#Under Items Menu, Click Options then Click '''Export Items'''
+
#Under Items Menu, Click Options then Click '''Export Items'''[[File:Pro Items (Export) - Step 03.png|center|950x950px]]<br />
 
#*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
  
Line 45: Line 45:
 
#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 '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
 
#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Items%20(Create)%20-%20Step%2002.png|center|478x478px]]
−
#Under Items Menu, Click Options then Click '''Import Items'''
+
#Under Items Menu, Click Options then Click '''Import Items'''[[File:Pro Items (Import) - Step 03.png|center|950x950px]]<br />
−
#Download the template provided in the link on Step 1
+
#Download the template provided in the link on Step 1[[File:Pro Items (Import) - Step 04.png|center|583x583px]]<br />
−
#Fill-up the template
+
#Fill-up the template[[File:Pro Items (Import) - Step 05.png|center|950x950px]]<br />
−
#Import the template then Click Save
+
#Import the template then Click Save[[File:Pro Items (Import) - Step 06.png|center|587x587px]]<br />

Revision as of 13:43, 23 June 2021

Items

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

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

Viewing Items
  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 Items
    Pro Items (Create) - Step 02.png
  3. Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

Editing Items
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Items Side Bar, Click Items
    Pro Items (Create) - Step 02.png
  3. Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Items (Edit) - Step 04.png

  5. Click Save
Deleting Items
  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 Items
    Pro Items (Create) - Step 02.png
  3. Under Items Menu, Select the Item 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
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting and Importing Items
Exporting Items
  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 Items
    Pro Items (Create) - Step 02.png
  3. Under Items Menu, Click Options then Click Export Items
    Pro Items (Export) - Step 03.png

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

  4. Download the template provided in the link on Step 1
    Pro Items (Import) - Step 04.png

  5. Fill-up the template
    Pro Items (Import) - Step 05.png

  6. Import the template then Click Save
    Pro Items (Import) - Step 06.png

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