Discussion

Difference between revisions of "Oojeema Pro Items Job Aids"

 
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{{DISPLAYTITLE:Items Job Aids}}
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<div style="text-align: center;">
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[[Pro Items|Items]] | [[Pro Chart of Account|Chart of Account]] | [[Pro Tax|Tax]] | [[Oojeema Pro Items Job Aids|Items Job Aids]]
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</div>
 
==Items==
 
==Items==
  
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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]]
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#Under Maintenance Side Bar, Click '''Items'''[[File:Pro Items (Create) - Step 02.png|center|478x478px]]
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#Under Maintenance Side Bar, Click '''[[Pro Items|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]]
 
#Fill up the necessary fields[[File:Pro Items (Create) - Step 04.png|center|950x950px]]
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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]]
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#Under Maintenance Side Bar, Click '''[[Pro Items|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 view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
 
#Under Items Menu, Select the Item that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]<br />
  
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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 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]]
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#Under Items Side Bar, Click '''[[Pro Items|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[[File:Pro Items (Edit) - Step 04.png|center|950x950px]]<br />
 
#Update the necessary fields[[File:Pro Items (Edit) - Step 04.png|center|950x950px]]<br />
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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]]
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#Under Maintenance Side Bar, Click '''[[Pro Items|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 be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Under Items Menu, Select the Item that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
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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]]
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#Under Maintenance Side Bar, Click '''[[Pro Items|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
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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]]
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#Under Maintenance Side Bar, Click '''[[Pro Items|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'''[[File:Pro Items (Import) - Step 03.png|center|950x950px]]<br />
 
#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[[File:Pro Items (Import) - Step 04.png|center|583x583px]]<br />
 
#Download the template provided in the link on Step 1[[File:Pro Items (Import) - Step 04.png|center|583x583px]]<br />
 
#Fill-up the template[[File:Pro Items (Import) - Step 05.png|center|950x950px]]<br />
 
#Fill-up the template[[File:Pro Items (Import) - Step 05.png|center|950x950px]]<br />
 
#Import the template then Click Save[[File:Pro Items (Import) - Step 06.png|center|587x587px]]<br />
 
#Import the template then Click Save[[File:Pro Items (Import) - Step 06.png|center|587x587px]]<br />
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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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! 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="" |Maintenance
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| style="" |[[Pro Chart of Account|Chart of Account]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List]]<nowiki> | </nowiki>[[Pro Tax|Tax]]
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|- style="box-sizing: inherit;"
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| style="" |Sales
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| style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase
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| style="" |[[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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| 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="" |Maintenance Aids
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| style="" |[[Oojeema Pro Chart of Accounts Job Aids|Chart of Accounts Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Price List Job Aids|Price List 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="" |Sales Aids
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| style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]]
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|- style="box-sizing: inherit;"
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| style="" |Purchase
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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="" |Reports Aids
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| style="" |[[Pro Sales Journal Job Aids|Sales Journal Job Aids]]<nowiki> | </nowiki>[[Pro Sales Relief Job Aids|Sales Relief Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Journal Job Aids|Purchase Journal Job Aids]]<nowiki> | </nowiki>[[Pro Purchase Relief Job Aids|Purchase Relief Job Aids]]
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|}

Latest revision as of 13:10, 2 August 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

Modules
Maintenance Chart of Account | Items | Pro Price List | Tax
Sales Sales | Sales and Service Invoice | Receive Payments
Purchase Purchase | Purchase Order | Issue Payment
Job Aid Modules
Maintenance Aids Chart of Accounts Job Aids | Items Job Aids | Price List Job Aids | Tax Job Aids
Sales Aids Sales Job Aids
Purchase Purchase Job Aids
Reports Aids Sales Journal Job Aids | Sales Relief Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids
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