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Difference between revisions of "Oojeema Pro Price List Job Aids"

(Created page with "{{DISPLAYTITLE:Price List Job Aids}} ==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":&quot...")
 
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{{DISPLAYTITLE:Price List Job Aids}}
 
{{DISPLAYTITLE:Price List Job Aids}}
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<div style="text-align: center;">
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[[Oojeema Pro Customers Job Aids|Customers Job Aids]] | [[Oojeema Pro Items Job Aids|Items Job Aids]] | [[Oojeema Pro Price List Job Aids|Price List Job Aids]]
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</div>
  
 
==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Price List Job Aids</span>==
 
==<span class="mw-headline ve-pasteProtect" id="Users_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Price List Job Aids</span>==
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#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 
#Under Maintenance Side Bar, Click '''Price List'''[[File:Pro Price List (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Price%20List%20(Create)%20-%20Step%2002.png|center|465x465px]]
 
#Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]]
 
#Under Price List Menu, Click Options then click Export Price List[[File:Pro Price List (Export) - Step 03.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Price_List_(Export)_-_Step_03.png]]
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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="" |Maintenance
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| style="" |[[Pro Customer|Customer]]<nowiki> | </nowiki>[[Pro Items|Items]]<nowiki> | </nowiki>[[Pro Price List|Price List]]
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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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|-
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|Purchase
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|[[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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| 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 Customers Job Aids|Customers Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Items Job Aids|Items 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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|-
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|Purchase Aids
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|[[Oojeema Pro Purchase Job Aids|Purchase Job Aids]]
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|}

Revision as of 13:10, 6 August 2021


Price List Job Aids

Managing Price List
Adding Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List, Click Options then choose Add New Price List
    Pro Price List (Create) - Step 03.png
  4. Fill up the necessary fields in the Header Part
    Pro Price List (Create) - Step 04.png
  5. Tick the following Items that need to modify its Price
    Pro Price List (Create) - Step 05.png
  6. Click Save
    Pro Price List (Create) - Step 06.png
Viewing Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List, Select the Price List that needs to view its details, click the drop down arrow then choose View
    Pro Price List (View) - Step 03.png
  4. User has an option to Edit the record or Exit the viewing of record
    Pro Price List (View) - Step 04.png
Editing Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List Menu, Select the Price List that needs to update its details, click the drop down arrow then choose Edit
    Pro Price List (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Price List (Edit) - Step 04.png
  5. Click Save
Deleting Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List Menu, Select the Price List that needs to be deleted, click the drop down arrow then choose Delete
    Pro Price List (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
Pro Price List (Delete) - Step 04.png
Tagging a Customer on a Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List Menu, Select the Price List that needs to assign a Customer, click the drop down arrow then choose Tag Customer
    Pro Price List (Tag Customer) - Step 03.png
Managing Master Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List Menu, Click Master List
    Pro Price List (Master List) - Step 03.png
  4. Update the necessary prices on its corresponding fields
    Pro Price List (Master List) - Step 04.png
  5. Click OK
Exporting Price List
  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 Price List
    Pro Price List (Create) - Step 02.png
  3. Under Price List Menu, Click Options then click Export Price List
    Pro Price List (Export) - Step 03.png
Categories:
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
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