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Difference between revisions of "Oojeema Pro Sales Job Aids"

(Created page with "== Sales Module Job Aids == ===== Managing Sales Invoice ===== ====== Creating Sales Invoice ====== ====== Viewing Sales Invoice ====== ====== Editing Sales Invoice ======...")
 
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== Sales Module Job Aids ==
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==Sales Module Job Aids==
  
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===== Managing Sales Invoice =====
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=====Managing Sales Invoice=====
  
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====== Creating Sales Invoice ======
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======Creating Sales Invoice======
  
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====== Viewing Sales Invoice ======
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# Under Main Menu, Click '''Sales'''
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# Under Sales Menu, Click Create New Invoice then choose Sales Invoice
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# Fill up the necessary fields on the Header Part
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#* Take Note that the Customer field is required for this transaction
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#* User can add a Customer under Customer field by clicking the Drop-down arrow then choose '''Add New Customer'''
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#** . Make sure to fill up the required fields in order to create a Customer record
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# Fill up the Item Field
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#* Take Note that it requires at least one item in order for the transaction to proceed
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#* User can add an Item under Item field by clicking the Drop-down arrow then choose Add New Item
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#** Make sure to fill up the required fields in order to create an Item record
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#* User can apply Discount by clicking the Discount field
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#** Fill up the necessary fields under Discount Menu
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# Click Save
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#*
  
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====== Editing Sales Invoice ======
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<br />
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======Viewing Sales Invoice======
  
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====== Receiving Payments on Sales Invoice ======
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======Editing Sales Invoice======
  
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====== Cancelling Sales Invoice ======
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======Receiving Payments on Sales Invoice======
  
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===== Managing Service Invoice =====
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======Cancelling Sales Invoice======
  
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====== Creating Service Invoice ======
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=====Managing Service Invoice=====
  
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====== Viewing Service Invoice ======
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======Creating Service Invoice======
  
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====== Editing Service Invoice ======
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======Viewing Service Invoice======
  
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====== Receiving Payments on Sales Invoice ======
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======Editing Service Invoice======
  
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====== Cancelling Sales Invoice ======
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======Receiving Payments on Sales Invoice======
  
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===== Managing Imports and Exports of Sales =====
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======Cancelling Sales Invoice======
  
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====== Exporting Invoices ======
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=====Managing Imports and Exports of Sales=====
  
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====== Importing Sales ======
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======Exporting Invoices======
  
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===== Receiving Payments on Sales Module =====
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======Importing Sales======
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=====Receiving Payments on Sales Module=====
 
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Revision as of 12:27, 17 June 2021

Sales Module Job Aids

Managing Sales Invoice
Creating Sales Invoice
  1. Under Main Menu, Click Sales
  2. Under Sales Menu, Click Create New Invoice then choose Sales Invoice
  3. 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
  4. 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
    • User can apply Discount by clicking the Discount field
      • Fill up the necessary fields under Discount Menu
  5. Click Save


Viewing Sales Invoice
Editing Sales Invoice
Receiving Payments on Sales Invoice
Cancelling Sales Invoice
Managing Service Invoice
Creating Service Invoice
Viewing Service Invoice
Editing Service Invoice
Receiving Payments on Sales Invoice
Cancelling Sales Invoice
Managing Imports and Exports of Sales
Exporting Invoices
Importing Sales
Receiving Payments on Sales Module


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