You are viewing an old version of this page. Return to the latest version.
Difference between revisions of "Oojeema Pro Sales Job Aids"
(Tag: Visual edit) |
(Tag: Visual edit) |
||
| Line 26: | Line 26: | ||
======Viewing Sales Invoice====== | ======Viewing Sales Invoice====== | ||
| − | # Under Main Menu, Click Sales | + | #Under Main Menu, Click Sales |
| − | # Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View | + | #Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose '''View''' |
| − | #* Sales Invoice Reference No always starts with "SI" | + | #*Sales Invoice Reference No always starts with "SI" |
| − | # Under view Invoice, the user has an option to | + | #Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction |
======Editing Sales Invoice====== | ======Editing Sales Invoice====== | ||
| − | # Under Main Menu, Click Sales | + | #Under Main Menu, Click Sales |
| − | # Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit | + | #Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose '''Edit''' |
| − | #* Sales Invoice Reference No always starts with "SI" | + | #*Sales Invoice Reference No always starts with "SI" |
| − | # Update the necessary fields | + | #Update the necessary fields |
| − | # Click Save | + | #Click Save |
| − | #* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice | + | #*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice |
#**Save - the system will save the Invoice and will redirect the user to Sales Module Menu | #**Save - the system will save the Invoice and will redirect the user to Sales Module Menu | ||
#**Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | #**Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | ||
| Line 46: | Line 46: | ||
======Receiving Payments on Sales Invoice====== | ======Receiving Payments on Sales Invoice====== | ||
| + | #Under Main Menu, Click Sales | ||
| + | #Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose '''Receive Payment''' | ||
| + | #Under Receive Payment Menu, fill up the necessary fields and click Save | ||
| + | #*Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction | ||
| + | |||
| + | <br /> | ||
======Cancelling Sales Invoice====== | ======Cancelling Sales Invoice====== | ||
| + | #Under Main Menu, Click Sales | ||
| + | #Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose '''Cancel''' | ||
| + | #*Sales Invoice Reference No always starts with "SI" | ||
| + | # Click Yes to proceed in cancelling the Invoice. | ||
| + | |||
| + | <br /> | ||
=====Managing Service Invoice===== | =====Managing Service Invoice===== | ||
| Line 73: | Line 85: | ||
======Viewing Service Invoice====== | ======Viewing Service Invoice====== | ||
| − | # Under Main Menu, Click Sales | + | #Under Main Menu, Click Sales |
| − | # Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View | + | #Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View |
| − | #* Service Invoice Reference No always starts with "SR" | + | #*Service Invoice Reference No always starts with "SR" |
| − | # Under view Invoice, the user has an option to | + | #Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction<br /> |
<br /> | <br /> | ||
======Editing Service Invoice====== | ======Editing Service Invoice====== | ||
| − | # Under Main Menu, Click Sales | + | #Under Main Menu, Click Sales |
| − | # Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit | + | #Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose '''Edit''' |
| − | #* Service Invoice Reference No always starts with "SR" | + | #*Service Invoice Reference No always starts with "SR" |
| − | # Update the necessary fields | + | #Update the necessary fields |
| − | # Click Save | + | #Click Save |
| − | #* User has an option on how the Invoice will be save. Below are the following options on saving an Invoice | + | #*User has an option on how the Invoice will be save. Below are the following options on saving an Invoice |
#**Save - the system will save the Invoice and will redirect the user to Sales Module Menu | #**Save - the system will save the Invoice and will redirect the user to Sales Module Menu | ||
#**Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | #**Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu | ||
| Line 92: | Line 104: | ||
#**Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu | #**Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu | ||
| − | |||
======Receiving Payments on Service Invoice====== | ======Receiving Payments on Service Invoice====== | ||
| + | |||
| + | #Under Main Menu, Click Sales | ||
| + | #Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose '''Receive Payment''' | ||
| + | #Under Receive Payment Menu, fill up the necessary fields and click Save | ||
| + | #*Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction | ||
======Cancelling Sales Invoice====== | ======Cancelling Sales Invoice====== | ||
| + | |||
| + | #Under Main Menu, Click Sales | ||
| + | #Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose '''Cancel''' | ||
| + | #*Service Invoice Reference No always starts with "SR" | ||
| + | # Click Yes to proceed in cancelling the Invoice. | ||
| + | |||
<br /> | <br /> | ||
=====Managing Imports and Exports of Sales===== | =====Managing Imports and Exports of Sales===== | ||
Revision as of 13:32, 17 June 2021
Contents
Sales Module Job Aids
Managing Sales Invoice
Creating Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Sales Invoice
- 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
- 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
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
Viewing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to view its Details, click the drop-down button then choose View
- Sales Invoice Reference No always starts with "SI"
- Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Editing Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to update its Details, click the drop-down button then choose Edit
- Sales Invoice Reference No always starts with "SI"
- Update the necessary fields
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
Receiving Payments on Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
- Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to cancel, click the drop-down button then choose Cancel
- Sales Invoice Reference No always starts with "SI"
- Click Yes to proceed in cancelling the Invoice.
Managing Service Invoice
Creating Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Click Create New Invoice then choose Service Invoice
- 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
- 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
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Service Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
Viewing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to view its Details, click the drop-down button then choose View
- Service Invoice Reference No always starts with "SR"
- Under view Invoice, the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Editing Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to update its Details, click the drop-down button then choose Edit
- Service Invoice Reference No always starts with "SR"
- Update the necessary fields
- Click Save
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
- Save - the system will save the Invoice and will redirect the user to Sales Module Menu
- Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
- Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
- Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu
- User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
Receiving Payments on Service Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Sales Invoice that needs to receive its payments, click the drop-down button then choose Receive Payment
- Under Receive Payment Menu, fill up the necessary fields and click Save
- Take note that the user has an option to Receive Payment, Edit, Send, Download, Show its entries or Exit the Transaction
Cancelling Sales Invoice
- Under Main Menu, Click Sales
- Under Sales Menu, Select a Service Invoice that needs to cancel, click the drop-down button then choose Cancel
- Service Invoice Reference No always starts with "SR"
- Click Yes to proceed in cancelling the Invoice.
Managing Imports and Exports of Sales
Exporting Invoices
Importing Sales
Receiving Payments on Sales Module