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Difference between revisions of "Oojeema Pro Purchase Job Aids"

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<div style="text-align: center;">
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[[Pro Purchase|Purchase]] | [[Pro Purchase Order|Purchase Order]] | [[Pro Issue Payment|Issue Payment]] | [[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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</div><br />
 
==Purchase Module Job Aids==
 
==Purchase Module Job Aids==
  
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{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Purchase
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| style="" |[[Pro Purchase|Purchase]]<nowiki> | </nowiki>[[Pro Purchase Order|Purchase Order]]<nowiki> | </nowiki>[[Pro Issue Payment|Issue Payment]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Vendors|Vendors]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| style="" |Reports
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| style="" |[[Pro Purchase Journal|Purchase Journal]]<nowiki> | </nowiki>[[Pro Purchase Relief|Purchase Relief]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Purchase Aids
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| style="" |[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |<span style="box-sizing: inherit;">[[Oojeema Pro Vendors Job Aids|Vendors Job Aids]]</span><nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Tax Job Aids|Tax Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Reports Aids
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| style="" |[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
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|}<br />

Revision as of 15:09, 19 July 2021


Purchase Module Job Aids

Managing Purchase No.
Creating Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png

  2. Under Purchase Menu, Click Create New Purchase
    Pro Purchase Module (Create) - Step 02.png

  3. Fill up the necessary fields on the Header Part
    Pro Purchase Module (Create) - Step 03.png

    • Take Note that the Vendor field is required for this transaction
    • User can add a Vendor under Vendor field by clicking the Drop-down arrow then choose Add New Vendor
      Pro Purchase Module (Add Vendor) - Step 01.png

      • Make sure to fill up the required fields in order to create new Vendor.
        Pro Purchase Module (Add Vendor) - Step 02.png

  4. Fill up the Item Field
    Pro Purchase Module (Create) - Step 04.png

    • Make sure to fill up the required fields in order to create an Item record
      • 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
        Pro Purchase Module (Add Item) - Step 01.png
      • Make sure to fill up the required fields in order to create an Item record
        Pro Sales Invoice (Create Item) - Step 02.png

    • User has an option to apply the withholding task by clicking the dropdown arrow on the Withholding tax field.
      Pro Purchase Module (Withholding Tax) - Step 01.png

  5. Click Save
    Pro Purchase Module (Create) - Step 05.png

    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
      • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
      • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
      • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
Viewing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to view its Details, click the drop-down button then choose View
    Pro Purchase Module (View) - Step 02.png

  3. Under view Purchase, the user has an option to Issue Payment, Edit, Show its entries or Exit the Transaction
    Pro Purchase Module (Edit) - Step 03.png

Editing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to update its Details, click the drop-down button then choose Edit
    Pro Purchase Module (Edit) - Step 02.png

  3. Update the necessary fields
    Pro Purchase Module (Edit) - Step 03.png

  4. Click Save
    • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
      Pro Sales Invoice (Save Option) - Step 01.png
      • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
      • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
      • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
      • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
Printing Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to print its Details, click the drop-down button then choose Print
    Pro Purchase Module (Print) - Step 02.png

Issuing Payment on Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to issue its payments, click the drop-down button then choose Issue Payment
    Pro Purchase Module (Issue Payment) - Step 02.png

  3. Under Issue Payment Menu, fill up the necessary fields and click Save
    Pro Purchase Module (Issue Payment) - Step 03.png

Cancelling Purchase Transaction
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Select a Purchase Transaction that needs to cancel, click the drop-down button then choose Cancel
    Pro Purchase Module (Cancel) - Step 02.png

  3. Click Yes to proceed in cancelling the Purchase Transaction
    Pro Sales Invoice (Cancel) - Step 03.png

Managing Imports and Exports of Purchase
Exporting Purchases
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Click Options then choose Export Purchase
    Pro Purchase Module (Export Purchase) - Step 02.png
    • Take note that the user has an option to use the record filters for precise exporting of records
      Pro Purchase Module (Export Purchase) - Step 02.1.png

Importing Purchases
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Sales Menu, Click Options then choose Import Purchase
    Pro Purchase Module (Import Purchase) - Step 02.png

  3. Download the Template in the Link provided
    Pro Purchase Module (Import Purchase) - Step 03.png

  4. Fill out the Template
    Pro Purchase Module (Import Purchase) - Step 04.png

  5. Attach the Template then Click Import.
    Pro Purchase Module (Import Purchase) - Step 05.png

Issuing Payments on Purchase Module
  1. Under Main Menu, Click Purchase
    Pro Purchase Module (Create) - Step 01.png
  2. Under Purchase Menu, Click Issue Payments
    Pro Purchase Module (Import) - Step 02.png

  3. Fill up the necessary fields and choose the Purchase Transactions that needs to be paid
    Pro Purchase Module (Issue Payments) - Step 03.png

  4. Click Save


Categories:
Modules
Purchase Purchase | Purchase Order | Issue Payment
Maintenance Vendors | Items | Tax
Reports Purchase Journal | Purchase Relief
Job Aid Modules
Purchase Aids Purchase Job Aids
Maintenance Aids Vendors Job Aids | Items Job Aids | Tax Job Aids
Reports Aids Purchase Journal Job Aids | Purchase Relief Job Aids


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