Difference between revisions of "Pro Price List"
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<span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure the prices of the items to be used in their transaction</span> | <span style="color: rgb(51, 51, 51)">This maintenance screen allows the users to configure the prices of the items to be used in their transaction</span> | ||
| − | ===== <span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Price List Module</span></span></span></span> ===== | + | =====<span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_and_Service_Invoice" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Module" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Price List Module</span></span></span></span>===== |
| − | * The user should setup the following Maintenance Module in order to proceed on using the Price List Module | + | *The user should setup the following Maintenance Module in order to proceed on using the Price List Module |
| − | *# [[Pro Customer|Customer]] | + | *#[[Pro Customer|Customer]] |
| − | *# [[Pro Items|Items]] | + | *#[[Pro Items|Items]] |
| − | * For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: | + | *For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages: |
| − | *# [[Oojeema Pro Customers Job Aids|Customers Job Aids]] | + | *#[[Oojeema Pro Customers Job Aids|Customers Job Aids]] |
| − | *# [[Oojeema Pro Items Job Aids|Items Job Aids]] | + | *#[[Oojeema Pro Items Job Aids|Items Job Aids]] |
<br /> | <br /> | ||
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[[File:Pro Price List Options.png|center|thumb|156x156px|Price List Options]]Notes: | [[File:Pro Price List Options.png|center|thumb|156x156px|Price List Options]]Notes: | ||
| − | * For further instructions on how to Add and Export a Price List, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]] | + | *For further instructions on how to Add and Export a Price List, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]] |
=====Price List Record Options===== | =====Price List Record Options===== | ||
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Notes: | Notes: | ||
| − | * For further instructions on how to View, Edit, Delete or Tag Customer on a specific Price List record, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | + | *For further instructions on how to View, Edit, Delete or Tag Customer on a specific Price List record, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> |
=====Adding Price List===== | =====Adding Price List===== | ||
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Notes: | Notes: | ||
| − | * For further instructions on how to Add | + | *For further instructions on how to Add a Price List Template, the user may visit Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]] |
=====Price List View Record===== | =====Price List View Record===== | ||
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Notes: | Notes: | ||
| − | * User has an option to Edit or Exit the Price List View. | + | *User has an option to Edit or Exit the Price List View. |
| − | * For further instructions on how to Edit and View the Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | + | *For further instructions on how to Edit and View the Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> |
=====Price Master List===== | =====Price Master List===== | ||
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Notes: | Notes: | ||
| − | * For further instructions on how to apply price on the Master Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> | + | *For further instructions on how to apply price on the Master Price List, the user may visit the Price List Job Aids which can be found [[Oojeema Pro Price List Job Aids|here]]<br /> |
{| class="wikitable" | {| class="wikitable" | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance | | style="" |Maintenance | ||
| − | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]] | + | | style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales | | style="" |Sales | ||
Latest revision as of 13:05, 6 August 2021
Contents
Price List
This maintenance screen allows the users to configure the prices of the items to be used in their transaction
Requirements before using Price List Module
- The user should setup the following Maintenance Module in order to proceed on using the Price List Module
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Price List Main Menu
| Field | Description | Expected Output |
|---|---|---|
| 1. Options Menu | List of Options available when checking the Customer | Add Price List - Allows the user to add a Customer Record
Export Price List - Allows the user to export customer records to a spreadsheet |
| 2. Search Bar | Allows the user to search for an Account Record | Alphanumeric |
| 3. Master List | Allows the user to access the Master List of a specific Price List | Master List Menu |
| 4. Display | Allows the user to filter the number of records to viewed on one page | 10/15/20/50/100 |
| 5. Price List Record List | List of Records of the Customer based from their Template Code, Template Name and Template Description | Price List from Price List Maintenance Module |
Price List Options
Notes:
- For further instructions on how to Add and Export a Price List, the user may visit Price List Job Aids which can be found here
Price List Record Options
Notes:
- For further instructions on how to View, Edit, Delete or Tag Customer on a specific Price List record, the user may visit Price List Job Aids which can be found here
Adding Price List
| Field | Description | Expected Output |
|---|---|---|
| 1.Template Code | Unique Reference Code when creating a Price List Template | Alphanumeric |
| 2.Template Name | Name of the Template corresponds to its code | Alphanumeric |
| 3.Template Description | Description of the Price List Template | Alphanumeric |
| 4.Search Bar | Allows the user to search of a Particular Item Price | Alphanumeric |
| 5.Item Code | Unique Reference Code of an Item | Tick/Untick to enable Price edit |
| 6.Item Name | Name of an Item based from its Item Code | Alphanumeric(Based from Items Maintenance Module) |
| 7.Selling Price | Selling price of an Item | Price based from Master List |
Notes:
- For further instructions on how to Add a Price List Template, the user may visit Price List Job Aids which can be found here
Price List View Record
Notes:
- User has an option to Edit or Exit the Price List View.
- For further instructions on how to Edit and View the Price List, the user may visit the Price List Job Aids which can be found here
Price Master List
Notes:
- For further instructions on how to apply price on the Master Price List, the user may visit the Price List Job Aids which can be found here
| Field | Description | Expected Output |
|---|---|---|
| 1.Search Bar | Allows the user to search for a specific Item | Alphanumeric |
| 2.Item Code | Unique Reference Code of an Item | Alphanumeric(Based from Items Maintenance Module) |
| 3.Item Name | Name of an Item corresponds on the Item Code | Alphanumeric(Based from Items Maintenance Module) |
| 4. Selling Price | Selling Price of an Item | Numeric |
| Modules | |
|---|---|
| Maintenance | Customer | Items | Price List |
| Sales | Sales | Sales and Service Invoice | Receive Payments |
| Purchase | Purchase | Purchase Order | Issue Payment |
| Job Aid Modules | |
| Maintenance Aids | Customers Job Aids | Items Job Aids |
| Sales Aids | Sales Job Aids |
| Purchase Aids | Purchase Job Aids |