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Difference between revisions of "Oojeema Pro Items Job Aids"
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(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 '''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'''[[File:Pro Items (Export) - Step 03.png|center|950x950px]] | + | #Under Items Menu, Click Options then Click '''Export Items'''[[File:Pro Items (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 13:32, 24 June 2021
Contents
Items
Managing Items
Adding New Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Click Options then choose Add New Items
- Fill up the necessary fields
- Click Save
Viewing Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose View
Editing Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Items Side Bar, Click Items
- Under Items Menu, Select the Item that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save
Deleting Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose Delete
- Click Yes to Confirm the deletion process
Exporting and Importing Items
Exporting Items
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Items
- Under Items Menu, Click Options then Click Export Items
- User has an option to change the display and change the account type for precise exporting of records